在过去三年里，AI服务器市场的叙事逻辑高度单一：谁拥有更多的GPU，谁就掌握了通往通用人工智能（AGI）的钥匙。 然而，随着AI应用从简单的聊天机器人升级为能自动执行复杂流程的“代理AI”（Agentic AI），数据中心的底层算力需求正在发生本质性的“剧变”。 据追风交易台消息，汇丰证券在最新发布的深度行业报告中指出， 一个“算力再平衡”的时代已经开启，CPU正重新成为AI数据中心的决策枢纽。 从“聊天”到“干活”：代理AI引发的算力地震 早期的AI模型主要依赖大规模GPU进行并行计算，即我们常说的“暴力美学”。但代理AI的工作流则完全不同，它是一个“超级编排者”。 汇丰研报指出， 代理AI不仅需要输出内容，还需要通过检索增强生成（RAG）、访问外部API（如邮件系统、网页搜索、协同办公软件）来完成任务。这些工作涉及大量的逻辑分支、任务同步和多线程处理。 对比数据显示，在代理AI任务中，GPU的并行优势会被削弱，而CPU在多任务处理上的灵活性使其大放异彩。 根据康奈尔大学的最新研究， Agentic AI工作流中约44%的算力依赖CPU，这比传统AI工作流的CPU占比高出3-4倍。CPU不再仅仅是系统的“辅助者”，而成了算力引擎中不可或缺的“大脑”。 为何服务器出货预期持续飙升？供给远小于需求 这种结构性的算力需求变化，直接转化为对服务器出货量的强劲支撑。 汇丰证券 将2026年全球服务器出货量的同比增长基准预期大幅上调至20%（原为4%），这一预测远超市场普遍预期的10%-15%。更为惊人的是，汇丰认为市场的“潜在需求”甚至高达60%。 为什么市场没有完全兑现这些需求？ 主要原因在于供应链的“卡脖子”。报告强调， 目前CPU和DRAM内存供应缺口高达30%-40% ，SSD、电源芯片等核心组件也面临10%-30%的供给不足。 这意味着，未来两年全球服务器出货增长将是受限后的“挤牙膏式”释放，这种持续的供应短缺导致积压订单大量存在，不仅保障了2026-2027年的出货逻辑， 更让汇丰确信全球服务器增长周期有望延伸至2028年。 资本支出大爆发：《大漂亮法案》带来的“额外燃料” 支持这一轮硬件狂潮的，不仅是技术升级，还有政策红利。 根据汇丰的测算，随着美国《大漂亮法案（One Big Beautiful Bill Act）》的实施，企业购买数据中心资产（包括服务器）...

Korea Investment CORP reduced its position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 38.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 520,387 shares of the wireless technology company's stock after selling 325,043 shares during the period. Korea Investment CORP's holdings in Qualcomm were worth $86,572,000 at the end of the most recent quarter. Get Qualcomm alerts: Sign Up Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in shares of Qualcomm by 116.6% during the 4th quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company's stock worth $2,666,000 after buying an additional 9,343 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Qualcomm by 15.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company's stock worth $391,000 after buying an additional 340 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Qualcomm by 44.3% in the second quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company's stock valued at $530,000 after acquiring an additional 1,020 shares in the last quarter. Modera Wealth Management LLC grew its holdings in shares of Qualcomm by 2.6% in the second quarter. Modera Wealth Management LLC now owns 15,765 shares of the wireless technology company's stock valued at $2,511,000 after acquiring an additional 402 shares in the last quarter. Finally, Atlas Legacy Advisors LLC increased its position in shares of Qualcomm by 8.9% during the second quarter. Atlas Legacy Advisors LLC now owns 1,863 shares of the wireless technology company's stock valued at $297,000 after acquiring an additional 152 shares during the last quarter. 74.35...

Natixis Advisors LLC grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 5.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,603,909 shares of the information services provider's stock after buying an additional 201,548 shares during the period. Alphabet accounts for approximately 1.3% of Natixis Advisors LLC's holdings, making the stock its 9th biggest position. Natixis Advisors LLC's holdings in Alphabet were worth $877,732,000 at the end of the most recent quarter. Get Alphabet alerts: Sign Up Other hedge funds and other institutional investors have also recently modified their holdings of the company. Munich Reinsurance Co Stock Corp in Munich bought a new position in shares of Alphabet in the 3rd quarter worth about $82,212,000. Ameriflex Group Inc. boosted its stake in Alphabet by 134.6% during the third quarter. Ameriflex Group Inc. now owns 18,235 shares of the information services provider's stock worth $4,441,000 after acquiring an additional 10,461 shares in the last quarter. Angeles Wealth Management LLC grew its holdings in Alphabet by 0.8% in the third quarter. Angeles Wealth Management LLC now owns 41,222 shares of the information services provider's stock worth $10,040,000 after purchasing an additional 330 shares during the period. Baltimore Washington Financial Advisors Inc. increased its stake in shares of Alphabet by 0.9% during the third quarter. Baltimore Washington Financial Advisors Inc. now owns 221,391 shares of the information services provider's stock valued at $53,920,000 after purchasing an additional 2,009 shares in the last quarter. Finally, Blackston Financial Advisory Group LLC bought a new position in shares of Alphabet during the third quarter valued at approximately $266,000. 27.26% of the stock is owned by hedge funds and other institutional investors. Analyst Upgrades and Downgrades A number of b...

Natixis Advisors LLC grew its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 4.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,786,543 shares of the electric vehicle producer's stock after acquiring an additional 81,332 shares during the period. Tesla comprises approximately 1.2% of Natixis Advisors LLC's holdings, making the stock its 11th biggest holding. Natixis Advisors LLC owned about 0.05% of Tesla worth $794,511,000 as of its most recent SEC filing. Get Tesla alerts: Sign Up Several other hedge funds and other institutional investors have also made changes to their positions in TSLA. Manning & Napier Advisors LLC acquired a new stake in Tesla in the 3rd quarter valued at $29,000. Westend Capital Management LLC acquired a new position in shares of Tesla during the third quarter worth about $32,000. Chapman Financial Group LLC purchased a new stake in shares of Tesla in the second quarter worth about $26,000. CoreFirst Bank & Trust acquired a new stake in shares of Tesla in the second quarter valued at about $30,000. Finally, ESL Trust Services LLC grew its stake in shares of Tesla by 1,900.0% in the second quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer's stock valued at $32,000 after buying an additional 95 shares in the last quarter. Institutional investors and hedge funds own 66.20% of the company's stock. Tesla Price Performance TSLA stock opened at $396.73 on Friday. The stock's 50 day moving average is $425.17 and its two-hundred day moving average is $423.32. Tesla, Inc. has a 52-week low of $214.25 and a 52-week high of $498.83. The company has a market capitalization of $1.49 trillion, a PE ratio of 367.34, a P/E/G ratio of 11.73 and a beta of 1.89. The company has a quick ratio of 1.77, a current ratio of 2.16 and a debt-to-equity ratio of 0.08. Tesla (NASDAQ:TSLA - Get Free Report) last released its earnings resu...

Rawpixel/iStock via Getty Images Market Brief – Markets Navigate Military Conflict It was a brutal week on Wall Street. The S&P 500 ( SPX ) finished at its lowest close since mid-December, logging a 2.0% loss, its largest weekly decline in nearly 5 months. It now sits 3.42% off its all-time high from January 27. The headline catalyst was unmistakably geopolitical. The U.S. and Israeli strikes on Iran over the prior weekend sent shockwaves through global markets on Monday morning. Oil markets told a more persistent story. Brent crude surged to $90 a barrel by Friday from roughly $70 before the strikes began. The potential squeeze on corporate margins and the reigniting of inflation fears weighed on outlooks. But to pin the week’s losses entirely on the Iran conflict would be a convenient oversimplification. Beneath the geopolitical noise, two structural fault lines were quietly widening. First, the labor market. Nonfarm payrolls fell by 92,000. We discuss this data more in the Key Catalyst section below. Second, and perhaps most underappreciated by retail investors, were accelerating cracks in private credit. Blackstone’s ( BX ) flagship $82 billion BCRED fund faced a record 7.9% redemption request. That is roughly $3.8 billion in a single quarter. In response, Blackstone lifted its usual 5% withdrawal cap and injected $400 million of its own capital to meet obligations. Blue Owl Capital separately ended regular quarterly liquidity payments in its flagship retail-facing private credit strategy. Blue Owl opted instead for periodic payouts funded by asset sales. Then on Friday, BlackRock’s $26 billion private credit fund began limiting withdrawals amid rising redemption requests. That trifecta of institutional stress that, taken together, evokes uncomfortable echoes of 2007’s early credit market fractures. So what actually drove the sell-off? The Iran conflict was the spark, but the kindling was already soaked. Weak employment data, a Fed paralyzed between stagflationa...

NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks with huge upside potential to buy according to Reddit. NVIDIA Corporation (NVDA) Halts China-bound H200 Output, Reuters Reports Reuters reported on March 5 that NVIDIA Corporation (NASDAQ:NVDA) has stopped production of its second-most advanced artificial intelligence chips, ​known as H200 chips, intended for ‌the Chinese market, according to a report by Financial Times. The report further stated that it has reallocated manufacturing capacity at ​chip contract maker TSMC away from ​making H200 chips to its next-generation ⁠Vera Rubin hardware. Reuters also reported that it could not immediately verify the report and that the two companies did not immediately respond to requests for comment. In another development, Wedbush lifted the price target on NVIDIA Corporation (NASDAQ:NVDA) to $300 from $230 on March 3, maintaining an Outperform rating on the shares and telling investors that although the fiscal Q4 acceleration in data center sales was impressive given the law of large numbers, it would call out Q1 2027 sales guidance in particular as being the highlight of the call. Wedbush believes this outlook was well in excess of prior buy-side expectations. NVIDIA Corporation (NASDAQ:NVDA) also announced on February 28 a commitment to build the world’s next generation of wireless networks on AI-native, open, secure, and trustworthy platforms, together with Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, MITRE, Nokia, OCUDU Ecosystem Foundation, ODC, SK Telecom, SoftBank Corp., and T-Mobile. It stated that the initiative reflects a shared commitment to ensure 6G infrastructure is open, intelligent, resilient, and accelerates innovation while safeguarding global trust. NVIDIA Corporation (NASDAQ:NVDA) further stated that the 6G wireless networks would become the fabric for physical AI, enabling billions of autonomous machines, sensors, robots, and vehicles while considerably increasing demands for securit...

NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks with huge upside potential to buy according to Reddit. NVIDIA Corporation (NVDA) Halts China-bound H200 Output, Reuters Reports Reuters reported on March 5 that NVIDIA Corporation (NASDAQ:NVDA) has stopped production of its second-most advanced artificial intelligence chips, ​known as H200 chips, intended for ‌the Chinese market, according to a report by Financial Times. The report further stated that it has reallocated manufacturing capacity at ​chip contract maker TSMC away from ​making H200 chips to its next-generation ⁠Vera Rubin hardware. Reuters also reported that it could not immediately verify the report and that the two companies did not immediately respond to requests for comment. In another development, Wedbush lifted the price target on NVIDIA Corporation (NASDAQ:NVDA) to $300 from $230 on March 3, maintaining an Outperform rating on the shares and telling investors that although the fiscal Q4 acceleration in data center sales was impressive given the law of large numbers, it would call out Q1 2027 sales guidance in particular as being the highlight of the call. Wedbush believes this outlook was well in excess of prior buy-side expectations. NVIDIA Corporation (NASDAQ:NVDA) also announced on February 28 a commitment to build the world’s next generation of wireless networks on AI-native, open, secure, and trustworthy platforms, together with Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, MITRE, Nokia, OCUDU Ecosystem Foundation, ODC, SK Telecom, SoftBank Corp., and T-Mobile. It stated that the initiative reflects a shared commitment to ensure 6G infrastructure is open, intelligent, resilient, and accelerates innovation while safeguarding global trust. NVIDIA Corporation (NASDAQ:NVDA) further stated that the 6G wireless networks would become the fabric for physical AI, enabling billions of autonomous machines, sensors, robots, and vehicles while considerably increasing demands for securit...

NVIDIA Corporation (NVDA) Halts China-bound H200 Output, Reuters Reports finance.yahoo.com

Natixis Advisors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,458,691 shares of the semiconductor company's stock after buying an additional 7,304 shares during the quarter. Taiwan Semiconductor Manufacturing makes up approximately 1.0% of Natixis Advisors LLC's holdings, making the stock its 14th largest holding. Natixis Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $686,688,000 as of its most recent filing with the SEC. Get TSM alerts: Sign Up Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after acquiring an additional 1,892 shares during the period. Ignite Planners LLC increased its position in Taiwan Semiconductor Manufacturing by 4.7% in the second quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company's stock worth $627,000 after purchasing an additional 116 shares during the period. Resona Asset Management Co. Ltd. acquired a new stake in Taiwan Semiconductor Manufacturing in the second quarter worth about $302,000. Ethos Financial Group LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $269,000. Finally, Savant Capital LLC raised its holdings in Taiwan Semiconductor Manufacturing by 51.8% during the 2nd quarter. Savant Capital LLC now owns 23,290 shares of the semiconductor company's stock worth $5,275,000 after purchasing an additional 7,944 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds. Key Headlines Impacting Taiwan Semiconduc...

伊朗称其六成导弹和无人机火力指向中东的美国目标 2026-03-08 20:10:53 来源： 同花顺7x24快讯 分享 文章提及标的 无人机 -- 总台记者获悉，当地时间3月8日，伊朗伊斯兰革命卫队发言人表示，伊朗60%的导弹和无人机（885564）火力指向美国在该地区的基地和战略利益，40%指向以色列的目标。(央视新闻)

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best stocks with huge upside potential to buy according to Reddit. Advanced Micro Devices, Inc. (NASDAQ:AMD) announced on March 2 the expansion of the Ryzen™ AI portfolio with the launch of the AMD Ryzen™ AI 400 Series and Ryzen™ AI PRO 400 Series desktop processors. Management stated that the new processors are capable of delivering powerful on-device AI acceleration and next-generation performance, allowing users to run AI applications and LLMs locally and tackle compute-intensive applications. This includes those for design and engineering, with ease. Advanced Micro Devices, Inc. (NASDAQ:AMD) further reported that it is also expanding the Ryzen AI 400 Series mobile portfolio to include workstations. Equipped with these additions, the Ryzen AI 400 Series processors enable original equipment manufacturers to provide next-gen AI PCs across high-performance desktops, laptops, and mobile workstations optimized for modern workloads. Management stated that the Ryzen AI 400 Series processors are the first for next-generation desktop AI PCs supporting Microsoft Copilot+ PC experiences. They feature a neural processing unit and offer up to 50 TOPS of AI compute. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a global semiconductor company focused on high-performance computing, visualization technologies, and graphics. While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Follow Insider Monkey on Google News.

Azerbaijan's "Multi-Vector Alignment" Poses A Serious Challenge To Russia Authored by Andrew Korybko, The “Trump Route for International Peace and Prosperity” is poised to become a military-logistics corridor for expanding NATO influence along Russia’s southern periphery and could thus force Putin into the zero-sum dilemma of accepting this or authorizing military action in an attempt to preempt it. Valdai Club Programme Director Timofei Bordachev recently published an insightful piece asking whether former Soviet Republics are moving “ Towards Genuine Multi-Vector Alignment? ” This is described as “systematic efforts to create and maintain, insofar as possible, balanced and mutually beneficial relations with different global centres of power and regional actors, without obvious orientation towards any single bloc, and relying on tactical maneuvering to ensure security and achieve core development goals.” He claims that “The fact that this habit began to take shape (among the post-Soviet states) through opposition to traditional Russian influence could be regarded as an ‘inevitable evil’ which, in essence, could not inflict truly fundamental damage on Russia…Today, however, the management of multi-vector alignment may confront Russia’s neighbours—and, one step further, Russia itself—with new challenges.” These include US coercion and “a readiness to significantly enhance one’s status in regional affairs.” Bordachev didn’t name any of the post-Soviet states other than Russia in his article, but the argument can be made that his concerns are most relevant with respect to Azerbaijan. Its decision to replace Russian mediation with Armenia with American mediation, agree last August to the “Trump Route for International Peace and Prosperity” ( TRIPP ) which replaces Russia’s envisaged regional corridor and role therein, and the outcome of Vance’s recent trip there collectively pose a serious challenge to Russia. All of these moves are framed by Azerbaijan as part of what ...

It's impossible to definitively label any stock as an easy wealth builder. All investments carry risk -- that's kind of the whole point of investing -- and past performance can't guarantee future results. That being said, some stocks are better bets than others. If you're looking for low-effort stocks that should do just fine if you forget to check up on them for a few years, you should take a closer look at Amazon.com (NASDAQ: AMZN), Visa (NYSE: V), and Johnson & Johnson (NYSE: JNJ). This trio of familiar household names should let you build wealth for decades to come -- without ever losing sleep over their business prospects. You'll never find a more intriguing and diverse gathering of wealth-building characters. We must be cautious. Amazon's dual strengths: E-commerce and cloud computing Amazon is a giant and a veteran in the e-commerce space. With $484 billion of retail net sales in 2023, the company stands on a massive financial foundation. 72.8% of last year's sales came from the North American segment, leaving lots of room for international expansion. Its robust e-commerce business provides long-term stability, ensuring a steady stream of revenue in a variety of economic landscapes. And this essential business continues to gain market share, both from bricks-and-mortar retailers and other e-commerce names. Complementing this base is the hugely profitable Amazon Web Services (AWS) service, which plays a crucial role in the company's growth. AWS was one of the first cloud computing platforms on the market and remains in pole position nearly two decades later. Positioned at the forefront of the generative AI boom, AWS should thrive in the coming years. Despite its lack of dividends and very limited share buybacks, Amazon's strong growth trajectory and innovative spirit make it an attractive long-term investment. The combination of a stable e-commerce foundation and the explosive growth potential of AWS gives Amazon the power to build investor wealth over the lon...

Natixis Advisors LLC grew its holdings in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 15.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,291,151 shares of the company's stock after purchasing an additional 169,607 shares during the quarter. Natixis Advisors LLC owned about 0.05% of Palantir Technologies worth $235,532,000 as of its most recent filing with the SEC. Get Palantir Technologies alerts: Sign Up A number of other institutional investors have also made changes to their positions in the business. Bare Financial Services Inc boosted its stake in Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company's stock valued at $28,000 after purchasing an additional 55 shares during the period. Financial Consulate Inc. bought a new position in Palantir Technologies in the 3rd quarter worth approximately $30,000. Retirement Wealth Solutions LLC acquired a new position in shares of Palantir Technologies during the third quarter worth approximately $31,000. Flagship Wealth Advisors LLC bought a new stake in shares of Palantir Technologies in the third quarter valued at approximately $32,000. Finally, Marquette Asset Management LLC bought a new stake in shares of Palantir Technologies in the third quarter valued at approximately $34,000. 45.65% of the stock is currently owned by institutional investors. Key Stories Impacting Palantir Technologies Here are the key news stories impacting Palantir Technologies this week: Palantir Technologies Stock Performance Shares of Palantir Technologies stock opened at $157.16 on Friday. The firm has a market cap of $375.88 billion, a P/E ratio of 249.46, a price-to-earnings-growth ratio of 3.02 and a beta of 1.70. The firm's 50-day simple moving average is $155.48 and its 200-day simple moving average is $168.99. Palantir Technologies Inc. has a twelve month low of $66.12 and a twelve month high of...

Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks with huge upside potential to buy according to Reddit. RBC Capital Cuts PT on Broadcom Inc. (AVGO) to $340 From $370 - Here's Why On March 2, RBC Capital cut the price target on Broadcom Inc. (NASDAQ:AVGO) to $340 from $370 while maintaining a Sector Perform rating on the shares. The rating update came ahead of the company’s fiscal Q1 results, with the firm stating that it expects Broadcom Inc. (NASDAQ:AVGO) to report a beat/raise driven by strong TPU/Networking demand. However, it also added that while it is not overly concerned about competition from MediaTek, the sustainability of Anthropic demand beyond the first half of FY27 looks less clear, especially given Anthropic’s agreement with Microsoft and Nvidia. The rating update came the same day Broadcom Inc. (NASDAQ:AVGO) unveiled the future of VMware Telco Cloud Platform, a private cloud platform for telco data centers. Management stated that built on VMware Cloud Foundation 9 with its own additional telco-specific capabilities, VMware Telco Cloud Platform 9 will empower telcos with a unified and horizontal infrastructure foundation for several purposes, including attaining an estimated five-year cumulative TCO savings of 40% compared to siloed architectures, and several others. Broadcom Inc. (NASDAQ:AVGO) is a leading multinational technology company specializing in semiconductor and infrastructure software products. Its semiconductor and semiconductor-based solutions serve markets across networking connectivity, broadband, servers and storage systems, wireless device connectivity, and industrial. The company’s infrastructure software solutions serve markets including cybersecurity, private cloud, mainframe software, enterprise software, and Fibre Channel storage area network management. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for ...

Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks with huge upside potential to buy according to Reddit. RBC Capital Cuts PT on Broadcom Inc. (AVGO) to $340 From $370 - Here's Why On March 2, RBC Capital cut the price target on Broadcom Inc. (NASDAQ:AVGO) to $340 from $370 while maintaining a Sector Perform rating on the shares. The rating update came ahead of the company’s fiscal Q1 results, with the firm stating that it expects Broadcom Inc. (NASDAQ:AVGO) to report a beat/raise driven by strong TPU/Networking demand. However, it also added that while it is not overly concerned about competition from MediaTek, the sustainability of Anthropic demand beyond the first half of FY27 looks less clear, especially given Anthropic’s agreement with Microsoft and Nvidia. The rating update came the same day Broadcom Inc. (NASDAQ:AVGO) unveiled the future of VMware Telco Cloud Platform, a private cloud platform for telco data centers. Management stated that built on VMware Cloud Foundation 9 with its own additional telco-specific capabilities, VMware Telco Cloud Platform 9 will empower telcos with a unified and horizontal infrastructure foundation for several purposes, including attaining an estimated five-year cumulative TCO savings of 40% compared to siloed architectures, and several others. Broadcom Inc. (NASDAQ:AVGO) is a leading multinational technology company specializing in semiconductor and infrastructure software products. Its semiconductor and semiconductor-based solutions serve markets across networking connectivity, broadband, servers and storage systems, wireless device connectivity, and industrial. The company’s infrastructure software solutions serve markets including cybersecurity, private cloud, mainframe software, enterprise software, and Fibre Channel storage area network management. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for ...

RBC Capital Cuts PT on Broadcom Inc. (AVGO) to $340 From $370 – Here’s Why finance.yahoo.com

The Great Britain mixed wheelchair curling team suffered a heartbreaking 5-4 loss to 2022 Winter Paralympic bronze medallists Canada in their third round-robin match in Milan-Cortina. The team of Karen Aspey, Austin McKenzie, Stewart Pimblett and Hugh Nibloe led 4-2 going into the final end but failed to execute their last stones and Canada, who had the last-stone advantage, picked up the three they needed to secure victory. At the Para-snowboarding, Britain's Davy Zyw was taken to hospital as a precaution after a fall during his Snowboard Cross UL (upper-limb) pre-heat. The 38-year-old from Edinburgh is believed to be the first snowsport athlete with motor neurone disease to compete at the Games. Team-mate James Barnes-Miller paid the price for a poor opening to his quarter-final in the same division and failed to advance. "I messed up at the start," he told BBC Sport. "I was trying to chase back down and I messed up at another corner. It wasn't the cleanest, which was a shame because I qualified really well yesterday and it felt good in practice."

TSLY paid out more than $10.78 in distributions in 2024 alone, with an annualized yield cited as high as 75.31%. Generating that income requires a covered call structure that caps upside and leaves downside fully exposed, and understanding that tradeoff is what separates investors who use this fund correctly from those who get hurt by ... YieldMax’s TSLA Option Income ETF Has a 60%+ Yield And a Track Record That Should Terrify You

alexsl Despite a relatively light earnings calendar, the upcoming earnings week will offer investors a broad look across multiple sectors, from technology and EVs to retail, mining, and biotech, as several notable companies report results. Market participants will watch updates from Chinese EV makers such as NIO Inc. ( NIO ) and Li Auto Inc. ( LI ), alongside enterprise tech leaders including Oracle ( ORCL ), Adobe ( ADBE ), and Hewlett Packard Enterprise ( HPE ), as investors assess demand trends in cloud, AI, and enterprise software. Automation platform provider UiPath ( PATH ) and cybersecurity firm SentinelOne ( S ) will also draw attention for insights into corporate technology spending. Elsewhere, clean-energy and alternative fuel stocks such as FuelCell Energy ( FCEL ), Ballard Power Systems ( BLDP ), and AeroVironment ( AVAV ) are expected to provide updates on project pipelines and demand trends. Industrial and additive manufacturing player 3D Systems Corporation ( DDD ) will also be in focus as investors evaluate the pace of recovery in advanced manufacturing. In commodities and precious metals, results from Wheaton Precious Metals ( WPM ), Franco-Nevada Corporation ( FNV ), and Uranium Energy ( UEC ) will offer insight into the resource sector amid fluctuating metal prices and ongoing demand for energy transition materials. The consumer space will also be active, with retailers such as Dollar General Corporation ( DG ), Ulta Beauty ( ULTA ), DICK'S Sporting Goods ( DKS ), Kohl's Corporation ( KSS ), and apparel subscription company Stitch Fix ( SFIX ) reporting results that could shed light on consumer spending patterns. Food producer The Campbell's Company ( CPB ) will provide another perspective on staple demand and pricing. Meanwhile, shipping operator ZIM Integrated Shipping Services ( ZIM ), homebuilder Lennar ( LEN ), automaker Volkswagen AG ( VWAGY ), and fintech platforms such as Futu Holdings Limited ( FUTU ) and OppFi ( OPFI ) will provide addit...

alexsl Despite a relatively light earnings calendar, the upcoming earnings week will offer investors a broad look across multiple sectors, from technology and EVs to retail, mining, and biotech, as several notable companies report results. Market participants will watch updates from Chinese EV makers such as NIO Inc. ( NIO ) and Li Auto Inc. ( LI ), alongside enterprise tech leaders including Oracle ( ORCL ), Adobe ( ADBE ), and Hewlett Packard Enterprise ( HPE ), as investors assess demand trends in cloud, AI, and enterprise software. Automation platform provider UiPath ( PATH ) and cybersecurity firm SentinelOne ( S ) will also draw attention for insights into corporate technology spending. Elsewhere, clean-energy and alternative fuel stocks such as FuelCell Energy ( FCEL ), Ballard Power Systems ( BLDP ), and AeroVironment ( AVAV ) are expected to provide updates on project pipelines and demand trends. Industrial and additive manufacturing player 3D Systems Corporation ( DDD ) will also be in focus as investors evaluate the pace of recovery in advanced manufacturing. In commodities and precious metals, results from Wheaton Precious Metals ( WPM ), Franco-Nevada Corporation ( FNV ), and Uranium Energy ( UEC ) will offer insight into the resource sector amid fluctuating metal prices and ongoing demand for energy transition materials. The consumer space will also be active, with retailers such as Dollar General Corporation ( DG ), Ulta Beauty ( ULTA ), DICK'S Sporting Goods ( DKS ), Kohl's Corporation ( KSS ), and apparel subscription company Stitch Fix ( SFIX ) reporting results that could shed light on consumer spending patterns. Food producer The Campbell's Company ( CPB ) will provide another perspective on staple demand and pricing. Meanwhile, shipping operator ZIM Integrated Shipping Services ( ZIM ), homebuilder Lennar ( LEN ), automaker Volkswagen AG ( VWAGY ), and fintech platforms such as Futu Holdings Limited ( FUTU ) and OppFi ( OPFI ) will provide addit...

Megan Worthy still recalls singing in a choir in the Australian capital, Canberra, as she was growing up. Now, as a rare form of early-onset dementia chips away at her vision and other brain functions, the 58-year-old is transported back to her musical youth as she and her daughter, Bronte, sing together with other people with neurological conditions in an Amsterdam concert hall, the Concertgebouw. “It’s pretty brutal,” Worthy said of her rare neurological condition. “I’m starting to lose everything, you know, and this is really rewarding and seeing all these people, yeah, it did make me have a lot of memories.” Advertisement She was taking part in a so-called “singing circle” run by opera singer Maartje de Lint at the landmark concert venue for the elderly with what she calls “vulnerable brains”, many of whom have a form of dementia or Parkinson’s disease. Millions of people have some form of dementia, a progressive loss of memory, reasoning, language skills and other cognitive functions. People can experience changes in personality, emotional control, even visual perception. Alzheimer’s is the most widely recognised type, but there are many others with their own symptoms and underlying biology. Small strokes, for example, can impair blood flow to the brain and trigger what’s called vascular dementia. People, many of them seniors with a form of dementia, take part in the ‘singing circle’ run by opera singer Maartje de Lint at the Concertgebouw concert hall in Amsterdam. Photo: AP The singers in Amsterdam, who each pay €20 (US$23.50) to attend, are arranged with their carers in a circle of chairs under a ceiling hung with 14 crystal chandeliers in the venue’s ornate Mirror Hall.

Natixis Advisors LLC cut its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 1.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,266,164 shares of the enterprise software provider's stock after selling 26,874 shares during the quarter. Oracle comprises approximately 0.9% of Natixis Advisors LLC's investment portfolio, making the stock its 17th biggest holding. Natixis Advisors LLC owned 0.08% of Oracle worth $637,336,000 at the end of the most recent reporting period. Get Oracle alerts: Sign Up Other hedge funds have also recently made changes to their positions in the company. Darwin Wealth Management LLC raised its stake in shares of Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after purchasing an additional 65 shares during the last quarter. Winnow Wealth LLC purchased a new stake in Oracle in the second quarter valued at approximately $28,000. Financial Consulate Inc. purchased a new stake in Oracle in the third quarter valued at approximately $37,000. Corundum Trust Company INC acquired a new position in Oracle in the 3rd quarter worth approximately $39,000. Finally, Collier Financial purchased a new position in Oracle during the 3rd quarter worth approximately $38,000. 42.44% of the stock is owned by institutional investors and hedge funds. Insider Activity In other news, insider Mark Hura sold 15,000 shares of the firm's stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total transaction of $2,953,350.00. Following the sale, the insider directly owned 234,077 shares in the company, valued at $46,087,420.53. This trade represents a 6.02% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website...

Grantham Mayo Van Otterloo & Co. LLC decreased its position in Intel Corporation (NASDAQ:INTC - Free Report) by 9.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,301,073 shares of the chip maker's stock after selling 128,029 shares during the quarter. Grantham Mayo Van Otterloo & Co. LLC's holdings in Intel were worth $43,651,000 at the end of the most recent quarter. Get Intel alerts: Sign Up A number of other hedge funds have also recently modified their holdings of the business. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought a new position in shares of Intel in the 2nd quarter worth about $28,000. Corundum Trust Company INC bought a new position in shares of Intel during the third quarter valued at approximately $29,000. Provenance Wealth Advisors LLC lifted its holdings in shares of Intel by 89.2% during the third quarter. Provenance Wealth Advisors LLC now owns 946 shares of the chip maker's stock valued at $32,000 after purchasing an additional 446 shares during the last quarter. Strengthening Families & Communities LLC bought a new stake in shares of Intel in the 3rd quarter worth approximately $33,000. Finally, GoalVest Advisory LLC purchased a new stake in shares of Intel in the 3rd quarter worth approximately $34,000. Institutional investors own 64.53% of the company's stock. Analysts Set New Price Targets INTC has been the subject of a number of recent research reports. Weiss Ratings reiterated a "sell (d+)" rating on shares of Intel in a research note on Monday, December 29th. New Street Research lifted their price target on Intel from $40.00 to $50.00 and gave the stock a "neutral" rating in a research report on Monday, January 26th. Evercore increased their price objective on shares of Intel from $41.10 to $45.00 and gave the company an "in-line" rating in a research report on Friday, January 23rd. Benchmark lifted their ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best stocks with huge upside potential to buy according to Reddit. Advanced Micro Devices, Inc. (AMD) Expands its Ryzen AI Portfolio With New Ryzen AI 400 Series and Ryzen AI PRO 400 Series Desktop Processors Advanced Micro Devices, Inc. (NASDAQ:AMD) announced on March 2 the expansion of the Ryzen™ AI portfolio with the launch of the AMD Ryzen™ AI 400 Series and Ryzen™ AI PRO 400 Series desktop processors. Management stated that the new processors are capable of delivering powerful on-device AI acceleration and next-generation performance, allowing users to run AI applications and LLMs locally and tackle compute-intensive applications. This includes those for design and engineering, with ease. Advanced Micro Devices, Inc. (NASDAQ:AMD) further reported that it is also expanding the Ryzen AI 400 Series mobile portfolio to include workstations. Equipped with these additions, the Ryzen AI 400 Series processors enable original equipment manufacturers to provide next-gen AI PCs across high-performance desktops, laptops, and mobile workstations optimized for modern workloads. Management stated that the Ryzen AI 400 Series processors are the first for next-generation desktop AI PCs supporting Microsoft Copilot+ PC experiences. They feature a neural processing unit and offer up to 50 TOPS of AI compute. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a global semiconductor company focused on high-performance computing, visualization technologies, and graphics. While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Di...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best stocks with huge upside potential to buy according to Reddit. Advanced Micro Devices, Inc. (AMD) Expands its Ryzen AI Portfolio With New Ryzen AI 400 Series and Ryzen AI PRO 400 Series Desktop Processors Advanced Micro Devices, Inc. (NASDAQ:AMD) announced on March 2 the expansion of the Ryzen™ AI portfolio with the launch of the AMD Ryzen™ AI 400 Series and Ryzen™ AI PRO 400 Series desktop processors. Management stated that the new processors are capable of delivering powerful on-device AI acceleration and next-generation performance, allowing users to run AI applications and LLMs locally and tackle compute-intensive applications. This includes those for design and engineering, with ease. Advanced Micro Devices, Inc. (NASDAQ:AMD) further reported that it is also expanding the Ryzen AI 400 Series mobile portfolio to include workstations. Equipped with these additions, the Ryzen AI 400 Series processors enable original equipment manufacturers to provide next-gen AI PCs across high-performance desktops, laptops, and mobile workstations optimized for modern workloads. Management stated that the Ryzen AI 400 Series processors are the first for next-generation desktop AI PCs supporting Microsoft Copilot+ PC experiences. They feature a neural processing unit and offer up to 50 TOPS of AI compute. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a global semiconductor company focused on high-performance computing, visualization technologies, and graphics. While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Di...

Source: Bloomberg, 0:00

财联社3月8日讯（编辑 若宇） 十大券商最新策略观点新鲜出炉，具体如下： 中信证券：涨价为矛 增加低估值敞口 中东局势从短期激烈冲突转向持续的小规模混乱，高估值板块的情绪可能持续降温，低估值因子接下来的相对优势会逐步体现。从合理化利润率的视角看，中国具备竞争优势的资源和传统制造业重估空间仍然很大；站在不少行业和指数层面，制约上行空间的不只是静态估值，同样也是利润率；“十五五”期间，我们认为推动企业提质增效的政策组合设计是主旋律。 配置上，涨价为矛，同时增加低估值敞口的暴露。从短期景气信号驱动的框架来考虑，涨价仍然是一季度最“锋利的矛”，从需求侧角度，建议关注AI敞口较大的电子（电子化学品、覆铜板、功率器件、PCB、电子布）和机械（燃气轮机、柴油发动机、航空/船发动机）链条，从供给侧角度，推荐供给约束较强的化工（磷化工、染料、农药、MDI、合成橡胶），有色（钽、钨、铬）以及近期受供给扰动催化的石油石化（原油、炼化、油运）。 华安证券：风波未平 尚需观察 鉴于去年末中央经济工作会议已明确提出保持力度、更加注重“质”与“效”，今年政府工作报告提出的增长目标、宏观政策等均在市场预期之内。当前，美伊冲突悬而未决、美国关税政策不确定性增大等外部扰动增加，内部政策基调偏暖但尚未看到基本面显著支撑，因此在内部支撑对抗外部扰动的情况下，市场风险偏好短期有压力，预计波动加剧。 配置上建议更加聚焦确定性，短期继续给予涨价和稳定红利市场溢价，因此化工、机械设备、存储、银行等配置价值仍高，开工机会迎来最后的冲刺。中长期泛AI产业链仍是核心方向，但短期仍在良性调整期间。 信达证券：涨价或是牛市中的积极信号 本周中东地缘冲突走势是影响市场风险偏好的核心变量，全球权益市场下跌，美元走强，原油价格大幅上涨，市场的交易逻辑集中在防御性需求和能源涨价，短期交易比较充分后，中期需要关注原油供给约束的持续时间，是否会带来供需格局的长期变化。而从中期来看，商品涨价和利率下行的组合反而有利于牛市。短期内市场可能继续震荡，对防御性板块和能源涨价的交易较充分后，后续有望重新回归景气支撑较强的，更为持久的主线。 配置方面，美以和伊朗地缘冲突如果有反复，石油石化、有色金属、公用事业等板块可能反复有阶段性机会。地缘冲突的演进可能持续强化能源安全的通胀叙事，我们仍然看好基于PPI交易的整体性机会。商品的宏大叙事源于逆全球化...

Khanchit Khirisutchalual/iStock via Getty Images Introduction: Closed-end funds offer an attractive investment class that covers various asset classes and promises high distributions to income investors. They can also offer reasonable total returns if the distributions are reinvested, but generally lag the performance of the S&P 500. They are not for everyone but are particularly appealing to retirees and income investors. However, it will be best to diversify into 7 to 10 CEFs covering many different asset classes and market segments. Today's fund, Nuveen Real Estate Income Fund (JRS), is a real estate equity and preferred/fixed income fund. After three terrible years, the real estate funds are showing the early signs of recovery, though a lot depends on the future direction of interest rates. Nonetheless, the sector as a whole offers attractive valuations, and this fund is no exception. Due to the attractive valuation and tempting discount of -8%, the distribution yield is quite attractive at 8.30%. However, this fund has underperformed the S&P 500 during most time frames (also due to the recent downturn), but this should be expected as 30% of the fund's assets are invested in preferred or fixed income. A fund like JRS would suit income and retired investors who prioritize regular income over total returns. Fund's Background Nuveen Real Estate Income Fund ( JRS ) is a closed-end fund with over 24 years of history. The fund was launched in Nov. 2001. The fund's investment objective is to provide high current income as well as capital appreciation. This is a real estate-focused fund and primarily invests in income-producing common stocks, preferred stocks, convertible preferred stocks, and debt securities issued by real estate companies. The fund uses moderate to high leverage. On the fixed income side, the fund is mandated to invest at least 75% of such assets in securities that are rated investment grade. As per the fund's literature, its investment objectives and...