Raiffeisen-ESG-Euro-Rent (RK1H.F) 過往股價及數據 Yahoo 財經

格隆汇3月10日｜美国白宫：特朗普正在评估所有可能的油价应对方案。

It's Too Early To Buy the Dip in GOOG Stock Even As It Falls to Near $300 Barchart.com

Broader markets continue to tumble as the Iran war has sent crude oil prices soaring over $100 a barrel. If energy prices sustain at these levels, it might spoil the fiscal and monetary policy math for many countries, and it won’t exactly be a “small price to pay” for the Iran war, as President Donald Trump has said. Meanwhile, barring some sectors, particularly oil producers, stocks have pretty much fallen left and right amid the meltdown. Alphabet (GOOG) (GOOGL), which was the best-performing “Magnificent 7” stock last year, has fallen 14% from its 2026 highs and is down 4.4% for the year. In my previous article, I had noted that I did not find Alphabet stock a buy amid the software sell-off. With GOOG only extending its year-to-date drawdown, let’s explore whether the stock has now entered a “buy zone” after falling to near $300 price levels. But first, we'll analyze the ways that higher energy prices impact Alphabet. What Do Higher Oil Prices Mean for GOOG Stock? The direct impact of higher energy prices would be felt in the operating costs of Alphabet’s energy-guzzling data centers. However, the real blow could come from the domino effect of increased energy prices and, by extension, higher inflation on Alphabet’s earnings. The company derives the bulk of its revenues from its advertising business, whose fortunes are closely intertwined with economic activity. If the war escalates and oil prices rise further, it would start impacting consumer and corporate spending and hurt the company’s ad business. Also, the cloud business might feel the heat if companies slash their spending. A slowdown in earnings would be the last outcome Alphabet and U.S. tech giants would have wanted as they are aggressively spending on building artificial intelligence (AI) infrastructure. There are already fears of the spending spree being funded by debt, which might weaken Big Tech’s hitherto solid balance sheets. For instance, Alphabet raised over $30 billion through bond sales last m...

Broader markets continue to tumble as the Iran war has sent crude oil prices soaring over $100 a barrel. If energy prices sustain at these levels, it might spoil the fiscal and monetary policy math for many countries, and it won’t exactly be a “small price to pay” for the Iran war, as President Donald Trump has said. Meanwhile, barring some sectors, particularly oil producers, stocks have pretty much fallen left and right amid the meltdown. Alphabet (GOOG) (GOOGL), which was the best-performing “Magnificent 7” stock last year, has fallen 14% from its 2026 highs and is down 4.4% for the year. In my previous article, I had noted that I did not find Alphabet stock a buy amid the software sell-off. With GOOG only extending its year-to-date drawdown, let’s explore whether the stock has now entered a “buy zone” after falling to near $300 price levels. But first, we'll analyze the ways that higher energy prices impact Alphabet. More News from Barchart www.barchart.com What Do Higher Oil Prices Mean for GOOG Stock? The direct impact of higher energy prices would be felt in the operating costs of Alphabet’s energy-guzzling data centers. However, the real blow could come from the domino effect of increased energy prices and, by extension, higher inflation on Alphabet’s earnings. The company derives the bulk of its revenues from its advertising business, whose fortunes are closely intertwined with economic activity. If the war escalates and oil prices rise further, it would start impacting consumer and corporate spending and hurt the company’s ad business. Also, the cloud business might feel the heat if companies slash their spending. A slowdown in earnings would be the last outcome Alphabet and U.S. tech giants would have wanted as they are aggressively spending on building artificial intelligence (AI) infrastructure. There are already fears of the spending spree being funded by debt, which might weaken Big Tech’s hitherto solid balance sheets. For instance, Alphabet raised o...

It's Too Early To Buy the Dip in GOOG Stock Even As It Falls to Near $300 FinancialContent

Check out some of the companies making the biggest midday moves: Oil stocks – Oil stocks briefly traded higher as the commodity surged as the Iran War showed no sign of abating. U.S. crude briefly topped $110 per barrel overnight, hitting levels not seen since mid-2022. Chevron earlier hit an all-time high, Talos Energy at one point rose 5%, while Northern Oil and Gas and ConocoPhillips posted early gains of 3% and 2%, respectively, before pulling back as crude oil prices came in. Hims & Hers Health – The stock surged 39% after Bloomberg News reported , citing a person familiar with the matter, that Hims & Hers struck a deal with Novo Nordisk , up 3%, to sell the Danish pharmaceutical company's popular weight-loss medicine on its platform. The deal ends a lawsuit that aimed to stop Hims from selling a copycat version of Novo Nordisk's Wegovy. Live Nation Entertainment – Live Nation rose 6% after Bloomberg reported the live entertainment company is nearing a settlement agreement with the Department of Justice over its alleged monopoly over the live concert industry. Mining stocks — The group dropped as the dollar surged, sending commodity prices higher, amid the ongoing U.S.-Iran conflict. Freeport-McMoRan and Newmont each fell 2%. Airline stocks — Carriers declined from 1% to 3% as fallout from the Iran War spiked jet fuel prices and roiled global travel plans. Delta Air Lines , American Airlines and United Airlines were also under pressure amid a TSA staffing shortage . Olema Pharmaceuticals -- Shares of the clinical-stage biopharmaceutical company tumbled 20% following disappointing trial results from Roche. The latter's Phase 3 study for an oral breast cancer drug did not meet its primary objective, leading to uncertainty for the entire oral breast cancer drug class. Universal Health Services , Talkspace – The provider of hospital services announced it would acquire Talkspace, an online therapy company, for $5.25 a share. The enterprise value of the deal comes to...

格隆汇3月10日｜文件显示，美国就土耳其人民银行（Halkbank）案提交暂缓起诉协议。协议要求土耳其人民银行聘请一名反洗钱和合规专家。该协议禁止土耳其人民银行进行任何有利于伊朗的交易。美国表示，该协议符合美国的最佳利益，体现了特殊的国家安全和外交政策考量。

Scott Olson Cboe Global Markets ( CBOE ) plans to introduce later this year a prediction markets framework that allows for a partial payout if the trader is directionally correct in their position. That contrasts with current event contracts that offer binary "yes or no" outcomes, the exchange said. Under Cboe's ( CBOE ) new framework, customers can enter contracts with three potential payout outcomes: a $0 payout, a partial payout within a defined "payout zone," or a full $100 payout. The company initially plans to offer the framework through a Mini S&P 500 Index prediction market contract. Traders would be able to express their outlook on the U.S. equity market, such as where the S&P 500 Index may close at the end of a trading day — by taking a traditional “yes” or “no” position or by using the added “payout zone” position to reduce potential losses and potentially benefit from being directionally correct without an exact call. "These contracts will offer greater flexibility and clearly defined risk compared to traditional event contracts, along with the opportunity to earn a partial return when traders are directionally correct," said JJ Kinahan, head of Retail Expansion and Alternative Investment Products at Cboe ( CBOE ). Cboe ( CBOE ) plans to launch its first Mini-SPX prediction market contract in Q2 2026. The product will use a traditional options wrapper to deliver fixed-return outcome and settle in cash, similar to standard index options. This securities-based product will be listed on Cboe Options Exchange and centrally cleared by OCC, the company said. It may extend its prediction market framework to offer more contracts on additional indices or stocks in the future. The move comes as prediction markets like Kalshi, Polymarket, and PredictIt surge in popularity, offering users the ability to take positions in everything from Federal Reserve rate decisions to Oscar winners to sporting events to the length of the war in Iran. Cboe ( CBOE ) stock rose 0.3% ...

AGNC Investment ( AGNC ) is on pace to close in the red for the seventh consecutive trading session, with the stock trading 1.69% lower at $10.47 on Monday afternoon. AGNC has fallen 6.26% over the last six trading sessions, compared to a 2.44% decline in the benchmark S&P 500 Index during the same period. On a year-to-date basis, the stock is down 3.87%, slightly underperforming the S&P 500, which has slipped 2.03% so far in 2026. A recent report by Sensor Unlimited highlights that the MOVE index has fallen to a multi-year low, raising concerns about AGNC’s profitability and book value if volatility rises. Trading at 1.254x P/TBV—near decade-high levels—the stock carries elevated valuation risk, reinforcing a hold rating. However, Dmytro Lebid reported that AGNC, backed by 97% dividend coverage and zero credit risk, the stock offers a robust 12.6% yield in today’s market. With interest rate volatility expected to ease in 2026, AGNC is well-positioned to play a central role in an income-focused portfolio. He ranks it as a top mREIT pick with a Buy rating. On the same line, SA authors and the Wall Street analysts grade the stock as Buy. More on AGNC Investment AGNC Investment: Unusually Low MOVE Index Is A Ticking Time Bomb AGNC Vs. Starwood Property: Why The 12.7% Yield Giant Is My Top Buy For The 2026 Easing Cycle Inside HDO's Strategy For A Changing Market AGNC signals continued constructive agency MBS backdrop as portfolio leverage and hedge strategy evolve AGNC Investment Q4 earnings trail consensus as backdrop improves

Higher prices will push inflation upward in 2025, limiting the Federal Reserve’s ability to cushion the soft U.S. labor market, said former Pimco CEO Mohamed El-Erian.

This article first appeared on GuruFocus. Alphabet (GOOG, Financials) has approved a new compensation package for Chief Executive Sundar Pichai that could reach up to $692 million over the next three years, placing him among the highest-paid corporate leaders globally. The bundle comes with two sets of performance stock units, each worth $63 million. These awards are based on how well Alphabet's total shareholder return compares to those of firms in the S&P 100. The first part is for the years 2026 to 2027, while the second part is for the years 2026 to 2028. The amount of shares that vest might be anything from 0% to 200% of the objective, depending on how well the firm does relative to its competitors. The prizes could not vest at all if Alphabet doesn't do well. Pichai will also get $84 million in restricted stock units that will vest over three years, as long as he stays with the firm. Alphabet's new technology divisions are also getting further incentives. Waymo, the self-driving car company, is responsible for nearly $130 million in stock awards, while Wing Aviation, the drone delivery company, is responsible for around $45 million. Pichai's base compensation is still $2 million, which hasn't increased since 2020. The CEO is not eligible for an annual cash bonus.

The Dow Jones index came off lows on the stock market today. Oil prices surged on the U.S.-Iran war. Nvidia outperformed and Hims popped.

Oil ( CL1:COM ) prices have surged sharply since the outbreak of the U.S.–Iran conflict, but a growing divergence between crude prices and energy equities may signal the rally is nearing exhaustion, according to BTIG. West Texas Intermediate crude has climbed from a Feb. 27 closing price of $67.02 per barrel to roughly $94.52, marking a gain of about 41%. During the surge, prices briefly spiked as high as $119.48 per barrel as geopolitical tensions intensified and traders priced in potential supply disruptions across the Middle East. Despite the dramatic move in crude, the Energy Select Sector SPDR Fund ( XLE ) has lagged behind the commodity’s advance. Over the same period, the ETF has risen from $55.05 to $56.62, a modest 2.8% increase, with its high point of $57.88 reached last week. The divergence has caught the attention of BTIG’s chief market technician, Jonathan Krinsky, because energy equities often lead commodity prices during sustained rallies. When stocks fail to confirm higher oil prices, it can indicate the move is losing momentum. The current stretch in crude is also historically extreme. At one point Friday, WTI traded roughly 45% above its 200-day moving average Krinsky noted— a level rarely seen over the past four decades. Similar overextensions occurred during the 1990 Gulf War and the 2022 Russia-Ukraine conflict, both of which ultimately proved to be short-lived oil spikes. Other energy and oil focused ETFs that may be worth monitoring include the following: Energy ETFs: ( VDE ) ( AMLP ), ( XOP ), ( OIH ), and ( IXC ). Oil ETFs: ( USO ), ( UCO ), ( DBO ), ( OILK ), and ( USL ). More on markets Dividend stocks build momentum as Middle East tensions push oil above $100/bbl Turkey says NATO shot down second Iranian ballistic missile after airspace breach RBC Capital Markets holds S&P 500 target, says Iran conflict too early to shift view BTIG warns: A break below 6,700 could send S&P 500 toward 200-day moving average How high can oil rise this year?...

欧洲债市从早盘抛售中略有回升。油价回落促使交易员下调对该地区加息的押注。 德国两年期国债收益率在尾盘上涨2个基点至2.33%；盘中早些时候，该品种收益率一度攀升16个基点至2.47%，创2024年8月以来的最高水平；10年期国债收益率几无变动，此前一度飙升至2.93%。 英国国债表现逊于德国国债，两年期英国国债收益率在伦敦早盘交易中一度飙升30个基点；尾盘上涨12个基点至4.00%。 政府债券市场持续受到通胀风险担忧的冲击，油价近期突破100美元大关，加剧了市场对欧洲央行和英国央行今年可能需要收紧货币政策的预期；伦敦交易时段尾盘，油价小幅回落； 交易员押注欧洲央行今年将加息34个基点，早前一度预期欧洲央行将加息逾50个基点；他们认为英国央行将维持利率不变，此前市场已基本消化了英国央行加息25个基点的风险。 就在一周多前，市场普遍预期英国央行到12月降息约50个基点，并押注欧洲央行全年维持利率不变。 市场： 德国国债收益率涨1个基点，报2.87%； 德国国债期货涨3个点，至126.96； 意大利10年期国债收益率涨1个基点，报3.63%； 意大利-德国国债利差几无变动，维持在76个基点； 法国10年期国债收益率上涨1个基点，报3.52%； 英国10年期国债收益率上涨2个基点，报4.65%。 责任编辑：李桐

Okta OKTA shares have appreciated 12.5% following the fourth-quarter fiscal 2026 results on March 4. The company reported earnings of 90 cents per share, which beat the Zacks Consensus Estimate by 6.36% and increased 15.4% year over year. Total revenues increased 11.6% year over year to $761 million, surpassing the consensus mark by 1.59%. Okta’s prospects benefit from an expanding clientele, driven by an innovative product pipeline and strong demand for Identity solutions. Customers with more than $100K in Annual Contract Value increased 6% year over year to 5,100. OKTA ended fiscal 2026 with more than 20,000 customers. These factors are expected to help OKTA shares recover, which have dropped 23.2% in the trailing 12 months, underperforming the broader Zacks Computer & Technology sector and peers, including Microsoft MSFT, Palo Alto Networks PANW and Cisco Systems CSCO. Over the same timeframe, the broader sector, Cisco and Microsoft have returned 33.6%, 26.7% and 7.6%, respectively, while Palo Alto Networks has dropped 5%. OKTA Stock’s Performance Zacks Investment Research Image Source: Zacks Investment Research OKTA Offers Positive FY27 Guidance For fiscal 2027, OKTA expects revenues between $3.17 billion and $3.19 billion, indicating 9% growth from the figure reported in fiscal 2026. Okta expects fiscal 2027 non-GAAP earnings between $3.74 and $3.82 per share. The Zacks Consensus Estimate for Okta’s earnings has increased by a nickel to $3.71 per share over the past 30 days. The earnings estimate suggests 6% growth over the figure reported in fiscal 2026. The consensus estimate for revenues is currently pegged at $3.18 billion, suggesting 9% growth from the figure reported in fiscal 2026. Okta, Inc. Price and Consensus Okta, Inc. Price and Consensus Okta, Inc. price-consensus-chart | Okta, Inc. Quote Okta expects first-quarter fiscal 2027 revenues between $749 million and $753 million, indicating 9% year-over-year growth. Okta anticipates non-GAAP earnings betw...

格隆汇3月10日｜法国总统马克龙：这场战争的影响已经体现在油价上，未来几周也将影响天然气价格。

(RTTNews) - Precision BioSciences said the U.S. Food and Drug Administration has granted Fast Track designation to its investigational therapy PBGENE-DMD for the treatment of Duchenne muscular dystrophy. The company said the designation is intended to facilitate development and speed the review of therapies that address serious conditions with significant unmet medical needs. "Fast Track designation is an important regulatory milestone for PBGENE-DMD and reflects the significant unmet need in DMD," said Michael Amoroso, Chief Executive Officer of Precision BioSciences. "We believe this designation, together with our recent IND clearance, supports PBGENE-DMD's continued momentum towards clinical investigation in boys living with DMD." The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

【有線新聞】中東戰火蔓延下，迪拜等富裕地區的外籍人士亦設法盡快離開，有人不惜將寵物遺棄街頭，甚至有意安排貓狗安樂死。 迪拜等中東地區受戰火波及，外國僑民紛紛搶購機票回家，他們匆忙成行，大多捨棄寵物，遺留在迪拜街頭。當中包括這隻體型瘦削的橙毛貓，牠下腹兩旁甚至有輕微凹陷，而另一隻貓面部和雙眼都出現傷痕，發現牠的路人形容牠幾近失明。浪浪被遺留在箱中，周邊堆滿雜物，被逼在街上自生自滅。 有動物收容組織指近日接獲大量遺棄寵物的個案，甚至有主人致電機構主動提出棄養，可是收容所已經爆滿。有獸醫透露，不少主人都不願意承擔將寵物帶往境外的高昂費用或處理繁瑣的手續，不但棄養，甚至詢問安排寵物安樂死。 當地動物保護組織嘗試為這些無家可歸的毛孩尋找容身之所。有義工指出不少主人均感到壓力與恐慌，退還已領養的寵物，很多人亦未有為愛犬做好旅行準備。以返回英國為例，需為寵物打「瘋狗症針」，但這意味要延遲三星期回國。義工指組織需檢視網上數百則遺棄寵物的帖文，加上當局對籌款活動實施嚴格監管，在龐大工作量及財政壓力下組織應付不來。 在衝突期間，援助動物的組織War Paws指出，衝突爆發時棄養並非新鮮事，在烏克蘭等地亦曾發生，但戰亂不能成為開脫的理由，呼籲阿聯酋政府介入處理，保障動物基本福利。

格隆汇3月10日｜美国中央司令部：美国陆军高机动火箭炮系统（海马斯）在与伊朗的作战中提供无与伦比的深度打能力。

Intel® Core™ Series 2 processors with P-cores launches as industrial-ready platform for mission-critical edge applications Edge AI Suite for Health & Life Sciences provides validated reference pipelines for AI-powered patient monitoring solutions NUREMBERG, Germany — March 9, 2026 — At Embedded World 2026, Intel launched the Intel® Core™ processor Series 2 with P-cores, an industrial-ready platform engineered for mission-critical edge applications. Intel also announced its latest Edge AI suite for Health & Life Sciences, providing validated reference pipelines and benchmarking tools for AI-powered patient monitoring solutions. "Intel continues to lead in edge computing, which remains one of our fastest-growing business segments," said Dan Rodriguez, Intel corporate vice president and general manager of the Edge Computing Group. " With the introduction of Core Series 2, our CES launch of Core Ultra Series 3, and our expanding Edge AI Suites, we continue to deliver comprehensive platforms that meet diverse edge customer needs with breakthrough performance, reliability, and integrated AI acceleration." Intel Core Series 2 Solves Industrial Real-Time Challenges Intel Core Series 2 processors address the critical challenges facing modern industrial operations, which demand processors that can handle multiple critical workloads simultaneously—from safety-critical control systems to real-time data processing—all while maintaining precise timing and deterministic performance. Traditional processors often force manufacturers to choose between computational power and real-time reliability, leading to complex multi-processor architectures that increase costs and system complexity. Intel Core Series 2 processor take these challenges head-on. Compared to AMD Ryzen™ 7 9700X, Intel Core Series 2 processors deliver up to 4.4x lower max PCIe latency1, up to 2.5x more deterministic response time2, up to 3.8x better deterministic performance3, and up to 1.5x higher multi-thread perfor...

A handful of the worst performing companies in the IPO class of 2025 are staring down the risk of a “negative feedback loop” as selling restrictions for long-term investors and management teams are lifted after earnings, according to the head of PricewaterhouseCoopers ’ US listing practice. This month, ticket seller Stubhub Holdings Inc. and cybersecurity company Netskope Inc. are facing a combination of earnings and the expiration of restrictions on insiders selling shares following their respective IPOs. The companies are among a handful whose prices have stumbled in a volatile market . “If you have bad results right around the same time lock-ups are expiring, that creates a flywheel that can create poor stock performance,” said Mike Bellin , who leads the US IPO practice at PwC. Companies with first-time share sales on US exchanges between September and November have registered a weighted-average decline of 15% from their IPO price, and the five largest deals are all trading in the red, data compiled by Bloomberg show. The coming days and weeks are expected to see the expiration of post-IPO lockup agreements — measures intended to reassure new buyers that current backers are in it, if not for the long haul, at least for 180 days or so. The lifting of these restrictions will put pressure on long-term investors, to decide if they want to stay along for the ride, or cut losses and redeploy cash. Read More: Middle East Conflict Presses IPO Hopefuls to Get Deals Done The lifting of restrictions for Klarna Group Plc coincided with a modest relief rally as shares perked up nearly 5%, though the stock remains down 64% from its listing price. Stubhub rose 7% as restrictions ended, though it is still down more than 60% from the IPO . For Netskope insiders, earnings on Wednesday will be closely-watched followed by the lifting of the lock-up on Friday. Its shares are down 36% from a September listing . For the latest news on equity capital markets activity in the US, Canada ...

As one of the leaders in the artificial intelligence (AI) revolution, Nvidia (NVDA +1.15%) is closely watched within the tech industry for insight into what's next. The company's graphics processing units (GPUs) are at the heart of AI processing, and being a component supplier can have significant implications for a company's success or failure in AI. Nvidia has been a major contributor to the success of Micron Technology (MU +2.55%). Unprecedented demand for Nvidia's GPUs has fueled equally impressive demand for Micron's high-bandwidth memory (HBM), DRAM, and NAND processors, as the company is a major chip supplier to Nvidia. However, a persistent shortage of these data center memory chips -- which play a crucial role in AI processing -- may be working against Micron. For its flagship Vera Rubin chip, scheduled for release in the second half of 2026, Nvidia is reportedly using memory chips from Micron's biggest competitors. Left out in the cold? Reports out this morning suggest that SK Hynix and Samsung Electronics (SSNLF +55.02%) will be the sole suppliers of sixth-generation HBM4 for the Vera Rubin processor, according to an article that first appeared in The Korea Economic Daily. The publication cited sources that suggest SK Hynix will supply more than half of Nvidia's total HBM supply this year, while Samsung will be the leading supplier of HBM4 chips for the Vera Rubin. SK Hynix and Samsung Electronics are the world's largest suppliers of HBM, with 34% and 33% of the market, respectively, according to Counterpoint Research. Micron controls 26% of the market, coming in third. Expand NASDAQ : MU Micron Technology Today's Change ( 2.55 %) $ 9.45 Current Price $ 379.75 Key Data Points Market Cap $417B Day's Range $ 357.69 - $ 381.50 52wk Range $ 61.54 - $ 455.50 Volume 953K Avg Vol 34M Gross Margin 45.53 % Dividend Yield 0.12 % This could have serious implications for Micron's future. Nvidia is the gold standard and market leader in data center GPUs, with an estim...

Key Points Micron has been a key beneficiary of the accelerating adoption of AI, as a key supplier to Nvidia. However, reports suggest that Micron's biggest competitors will be the sole suppliers of HBM4 for Nvidia's new flagship Vera Rubin chip. This situation could be temporary, and there will likely still be plenty of other demand for Micron's memory chips. These 10 stocks could mint the next wave of millionaires › As one of the leaders in the artificial intelligence (AI) revolution, Nvidia (NASDAQ: NVDA) is closely watched within the tech industry for insight into what's next. The company's graphics processing units (GPUs) are at the heart of AI processing, and being a component supplier can have significant implications for a company's success or failure in AI. Nvidia has been a major contributor to the success of Micron Technology (NASDAQ: MU). Unprecedented demand for Nvidia's GPUs has fueled equally impressive demand for Micron's high-bandwidth memory (HBM), DRAM, and NAND processors, as the company is a major chip supplier to Nvidia. However, a persistent shortage of these data center memory chips -- which play a crucial role in AI processing -- may be working against Micron. For its flagship Vera Rubin chip, scheduled for release in the second half of 2026, Nvidia is reportedly using memory chips from Micron's biggest competitors. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Left out in the cold? Reports out this morning suggest that SK Hynix and Samsung Electronics (OTC: SSNLF) will be the sole suppliers of sixth-generation HBM4 for the Vera Rubin processor, according to an article that first appeared in The Korea Economic Daily. The publication cited sources that suggest SK Hynix will supply more than half of Nvidia's total HBM supply this year, while Samsung will be the leading sup...

Micron Investors Just Got Terrible News From Nvidia Yahoo Finance Micron Investors Just Got Terrible News From Nvidia The Motley Fool Samsung, SK Hynix win Vera Rubin HBM4 slots, widening lead over Micron The Korea Economic Daily Global Edition

The critics are cheering from the sidelines. Bitcoin (BTC +2.94%) isn't holding up to its perception as a store of value and hedge against macro and geopolitical uncertainty. As of March 5, it trades 44% off its peak from last October. Financial markets are complex, so it's not always easy to find a clear explanation for any asset's price action. While I believe the superior cryptocurrency has immense long-term upside, it's facing three big trillion-dollar competitive risks right now. Bitcoin is fighting for capital In the past decade, Bitcoin has skyrocketed almost 18,000%. It now commands a meaningful $1.4 trillion market cap. And given its neutral, digital, and decentralized nature, it competes for capital on a global level. This pits it against large pools of capital that can draw attention away from Bitcoin. For starters, nothing has captured the imagination of investors more recently than the artificial intelligence (AI) boom. Some of the most dominant businesses we've ever seen are going all in, sparing no expense to build computing capacity to develop this technology. The ultimate payoff is highly uncertain. But the market is bullish, exhibited by the "Magnificent Seven" group's total market cap of $20 trillion, representing about one-third of the S&P 500 index, according to the latest research by The Motley Fool. Domestically, the U.S. housing market is a massive capital magnet estimated to be worth $55 trillion as of last June. The 30-year fixed mortgage rate is 6% for the first time since 2022. If rates continue dropping, home values could get a lift. For middle-class Americans, homes are a leading store of wealth. Another trillion-dollar competitive risk is in U.S. Treasuries, which carry a nominal value right now of $29 trillion. This is an extremely liquid market. And they're backed by the full faith and credit of the U.S. government, making them an essential reserve asset for central banks around the world. Bitcoin's scarcity is what matters in the lo...

Key Points As a global and neutral asset, Bitcoin is fighting for capital from other asset classes. There are gargantuan pools of capital allocated to the AI boom, U.S. residential real estate, and Treasuries. Bitcoin investors’ patience and discipline are always being tested, so it’s important to focus on the next decade. 10 stocks we like better than Bitcoin › The critics are cheering from the sidelines. Bitcoin (CRYPTO: BTC) isn't holding up to its perception as a store of value and hedge against macro and geopolitical uncertainty. As of March 5, it trades 44% off its peak from last October. Financial markets are complex, so it's not always easy to find a clear explanation for any asset's price action. While I believe the superior cryptocurrency has immense long-term upside, it's facing three big trillion-dollar competitive risks right now. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Bitcoin is fighting for capital In the past decade, Bitcoin has skyrocketed almost 18,000%. It now commands a meaningful $1.4 trillion market cap. And given its neutral, digital, and decentralized nature, it competes for capital on a global level. This pits it against large pools of capital that can draw attention away from Bitcoin. For starters, nothing has captured the imagination of investors more recently than the artificial intelligence (AI) boom. Some of the most dominant businesses we've ever seen are going all in, sparing no expense to build computing capacity to develop this technology. The ultimate payoff is highly uncertain. But the market is bullish, exhibited by the "Magnificent Seven" group's total market cap of $20 trillion, representing about one-third of the S&P 500 index, according to the latest research by The Motley Fool. Domestically, the U.S. housing market is a massive capital magnet esti...