格隆汇3月4日｜德国总理默茨：已告知特朗普，需达成美欧贸易协议以消除不确定性。

I've always been skeptical of artificial intelligence (AI) stocks, not because I doubt the technology, but because I think the sector is packed with inflated valuations, funding bubbles -- and, frankly, hype. That said, I genuinely believe the stocks below are the true cornerstones of AI infrastructure and have the potential to build serious wealth over time. For investors with patience and the stomach for volatility, today's under-the-radar AI enablers could become tomorrow's millionaire makers. I chose these tickers because they aren't the poster children of the AI boom, and that's the point. My first two tickers wire the brains of the modern data center, while my final three push AI deeper into business workflows and the data layers that support them. All five have what it takes to generate market-beating returns. 1. Super Micro Computer Super Micro Computer (SMCI 3.61%) is the solid plumbing behind the AI boom. The company, commonly known as Supermicro, builds high‑performance, GPU‑dense servers and rack‑scale systems that hyperscalers and enterprises use for AI clusters. So, as spending on AI data centers explodes, every new rack needs exactly the kind of liquid‑cooled, power‑efficient designs Supermicro specializes in.​ Expand NASDAQ : SMCI Super Micro Computer Today's Change ( -3.61 %) $ -1.15 Current Price $ 30.68 Key Data Points Market Cap $19B Day's Range $ 29.69 - $ 31.33 52wk Range $ 27.60 - $ 62.36 Volume 940K Avg Vol 29M Gross Margin 8.02 % My bullish thesis is simple: AI capital expenditures are shifting from just buying GPUs to optimizing full data‑center stacks (think power, cooling, and density). Supermicro's ability to quickly customize for Nvidia and other custom accelerators has already translated into solid revenue growth. Super Micro's share price tells the story of that volatility: The stock is down roughly 40% to 50% over the past year as investors digested margin pressure, earnings misses, and tougher competition, even though management is ...

'Toxic Indoctrination': Dept Of War Cuts Fellowships At 13 'Elite' Universities Authored by Gabrielle Temaat via The College Fix, The U.S. Department of Defense announced the cancellation of its military education fellowships at 13 top universities on Friday, citing “toxic indoctrination.” “We are eliminating certain Senior Service College (SSC) Fellowship programs for the 2026-2027 academic year and beyond. I am also directing the compilation of a revised list of elite institutions offering equivalent programs to replace those eliminated,” the agency wrote in a memo to Pentagon leadership. It said this change will give leaders “a more rigorous and relevant education.” Further, in a video posted on X, Secretary of War Pete Hegseth said, “For decades, the Ivy League and similar institutions have gorged themselves on a trust fund of American taxpayer dollars only to become factories of anti-American resentment and military disdain.” “They’ve replaced the study of victory and pragmatic realism with the promotion of wokeness and weakness,” he said. For too long, the Ivy League and similar institutions have been subjecting our warriors to woke indoctrination—those days are over. pic.twitter.com/0xMC6BArDd — Secretary of War Pete Hegseth (@SecWar) February 27, 2026 “We cannot and will not continue to send our most capable officers, senior officers, into graduate programs that undermine the very values they have sworn to uphold,” Hegseth said. He also said “so-called elite universities” have “poisoned” the U.S. military education system and “abused their privilege and access to this department and utterly betrayed their purpose.” The 13 universities include Tufts, Georgetown, Brown, Columbia, Princeton, The Massachusetts Institute of Technology, and Yale, among others, according to the memo. Department personnel currently attending these schools will be allowed to finish their studies. The department is also cutting ties with seven non-profit institutions, including the Ce...

Banco Santander Executive Chair Ana Botin plays down the rift that has opened between the US and Spain following US President Donald Trump’s threats to cut trade with the country. In an interview with Bloomberg's Dani Burger, Botin says that Spain and the US have had "an amazing relationship" and also comments on the outlook for M&A. (Source: Bloomberg)

onurdongel/iStock via Getty Images Last week I was at the MoneyShow in Las Vegas, where I had the pleasure of presenting and joining a panel on artificial intelligence ( AI ) and data centers. It’s always energizing to see familiar faces and meet with investors, but what really struck me was the sheer unanimity of the conversation surrounding AI. Every speaker, every panel, every hallway huddle pointed to the idea that the technology is no longer a speculative play. Instead, the consensus was that AI represents the next great capital expenditure supercycle. It’s going to reshape every industry it touches, and the companies supplying the picks and shovels—chips, cybersecurity, defense tech—are at the center of it. The Pentagon’s Friday-Night Ultimatum By now you’ve likely seen the news that the Department of War ( DOW ) issued a Friday-evening ultimatum to Anthropic, maker of the Claude AI chatbot, demanding unrestricted military access to its technology. When Anthropic pushed back —citing its policies against mass domestic surveillance and fully autonomous weapons—the Pentagon took its first steps to label the company a “supply chain risk,” a designation typically reserved for adversarial foreign entities like Huawei. On Friday, President Donald Trump ordered all government agencies to “IMMEDIATELY CEASE all use of Anthropic’s technology,” he wrote on social media. It’s gripping drama, and as investors, I understand the instinct might be to worry. But I’d urge you to look past the noise and ask yourself: What does it tell us that the government is willing to invoke wartime production powers to gain access to a chatbot company? The answer, of course, is that demand for AI in defense and national security has reached a level I don’t think most investors have fully priced in. AI-First Warfighting Force While the media was focused on the Pentagon-Anthropic standoff, a series of less dramatic, but far more consequential, developments were quietly unfolding. In January, S...

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County Democrats approve district for Micron’s industrial wastewater, but demand more transparency Syracuse.com

Key Points Nvidia continues to blow expectations away. Microsoft stock has rarely been this cheap on an earnings basis in recent years. 10 stocks we like better than Microsoft › Wall Street analysts publish their one-year price targets for the companies that they cover, and retail investors can use that information to source ideas for stocks that have unusually high upside potential. Normally, the larger a company becomes, the harder it is for that company to grow at a rapid percentage rate, so finding stocks in the trillion-dollar-plus market cap range with big upside isn't common. However, according to the consensus among analysts, two megacaps do have huge upside in the near term: Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT). According to Yahoo! Finance, Nvidia and Microsoft have average one-year price targets of $256 and $596, respectively. From their closing prices on Monday, those targets indicate about a 40% upside for the chipmaker and a 50% upside for the diversified tech giant. With the long-term annualized average return of the market hovering around 10%, that suggests that these two stocks are no-brainer buys. 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 » Nvidia continues to post incredible results Nvidia is the horse that just keeps on running. Although many investors are growing fatigued by the constant barrage of news about high levels of AI spending, Nvidia shareholders aren't. The graphics processor unit leader reaps a large share of the benefits from all the money being spent by AI hyperscalers, and is growing rapidly as a result. In its fiscal 2026 fourth quarter, which ended Jan. 25, its revenue rose an impressive 72% year over year. That's a growth rate that software companies with under a $1 billion in quarterly revenue would be thrilled with, yet Nvidia is doing it a...

Nasdaq Stages A Comeback Amid U.S.-Iran War Worries; Defense Name Palantir Soars 3/02/2026 The Nasdaq finishes in positive territory in Monday's stock market as investors shrug off the U.S.-Iran war. 3/02/2026 The Nasdaq finishes in positive territory in Monday's stock market...

格隆汇3月4日｜德国总理默茨：已告知特朗普，西班牙是欧盟成员国，任何贸易协议都必须包括西班牙。要么与西班牙达成贸易协议，要么就根本不谈。

格隆汇3月4日｜德国总理默茨：告诉特朗普，对英国首相斯塔默的批评毫无道理，斯塔默正努力结束乌克兰冲突。

以色列国防军发言人德夫林在3日的新闻发布会上表示，自对伊朗的军事行动开始以来，以色列国防军空军已向伊朗投掷了4000多枚炸弹，超过了2025年6月以伊两国之间为期12天的军事冲突期间使用的炸弹数量。以色列国防军3日称，自当前冲突开始以来，以色列已摧毁了300个伊朗导弹发射装置。 以军称，作为进攻行动的一部分，空军将继续对伊朗的弹道导弹阵列和防空系统发动持续不断的打击。以军表示，以色列国防军空军战斗机和无人机一直在对伊朗的导弹发射器和弹道导弹库进行“有系统的、全天候的搜寻”，以降低伊朗对以色列的袭击频率。（央视） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

太子集團在台洗錢案 北檢起訴陳志等62人、13間公司 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】太子集團在台洗錢案，台北地檢署正式起訴包括集團創辦人陳志在內共62人以及13間公司。 台北地檢署按照洗錢防制法、組織犯罪防治條例等罪起訴，正在台灣被羈押的9名被告被移送到台北地方法院。有關方面是在去年底開始偵辦太子集團在台洗錢案，至今扣查集團名下價值超過55億元新台幣、不動產和汽車等，其中24輛名車已被拍賣，總額超過4億元新台幣。 陳志早前在柬埔寨落網，已被遣送大陸。

Bohdan Bevz/iStock via Getty Images Here we have another prime example of a company at the core of the AI data center buildout that is down double-digits after beating earnings and guiding above the Street's consensus. I'm talking about Credo Technology Group Holding Ltd ( CRDO ), which I previously rated as a Buy given its strong near-term growth. Fiscal Q3 revenue came in at $407 million, up 200% year over year and far above both the original $335–$345 million guide and even the company’s revised $404–$408 million range. That said, the bear case (from a fundamentals perspective, not the broader rotation out of tech) hasn’t faded away. Overall, I'm still concerned with the industry’s migration toward optical interconnects, which may pressure the top line of the company as soon as next year. The ZeroFlap Optics ramp moved up to Q1 FY27, and the company already has four customers signed. Is this going to be enough to compensate for the industry shift away from copper interconnects? The Street thinks the answer to that question is no. That said, it wouldn't be the first time the Street is wrong with its revenue models. A prime example is the chart below, which represents the Street's revenue expectations for Credo in the last year. KoyFin Notice how many times the Street had to move its estimates upward after the company guided strong top-line figures. However, I said it before , and I say it again. Blowing out earnings results and guiding above expectations is not enough today. In fact, I argue that there is very little that tech companies can do today to impress investors (on the upside, of course). I am still bullish on Credo, considering a timeframe of approximately 9-12 months. That said, in the near term, things could get ugly before they get better. I discuss below why. Why a Blowout Quarter (and Guidance) Isn’t Enough These Days Credo reported $407M in Q3 revenue, up 200% YoY and 52% sequentially. To put that figure into context, I considered plotting the reve...

AMD Expands Ryzen AI 400 Series With New Desktop Models And PRO Variants Pokde.Net

格隆汇3月4日｜德国总理默茨：我们不准备接受那些由他人代为达成的协议。只有得到欧洲支持的乌俄和平协议才能持久。

格隆汇3月4日｜德国总理默茨：将在G7峰会、北约峰会上再次会见特朗普。

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格隆汇3月4日｜德国总理默茨：俄乌冲突必须结束，要让特朗普知道，人们严重怀疑普京是否真的想要和平。敦促特朗普加大对俄罗斯的压力。

Meta Platforms Rethinks AI Stack With AMD Deal And New Shopping Tools simplywall.st

Village Super Market press release ( VLGEA ): Q2 GAAP EPS of $1.21. Revenue of $640M. More on Village Super Market Village Super Market: New Jersey Won't Budge Seeking Alpha’s Quant Rating on Village Super Market Dividend scorecard for Village Super Market Financial information for Village Super Market

Nicholos Venditti, CFA, Head of Municipal Fixed Income, Allspring speaks about the magic of munis at Bloomberg Invest 2026 in New York. (Source: Bloomberg)