Qualcomm (QCOM) stock is in the spotlight once again as Bank of America initiated coverage with an “Underperform” rating, indicating that the semiconductor and communications giant may not be able to achieve robust growth in the coming years. The company is facing difficulties in terms of its customer concentration and rising competition in the semiconductor industry. Analyst Vivek Arya stated that Qualcomm is currently in a dominant position in terms of smartphone processor sales but indicated that the overall smartphone industry is maturing. Therefore, it is difficult for Qualcomm to achieve incremental sales in the coming years since its key customers are working toward developing their own chipsets. This warning is crucial for investors at a time when the semiconductor industry is highly competitive and dynamic in terms of technological advancements. More News from Barchart Qualcomm is currently working toward expanding its business in areas like automotive, Internet of Things (IoT), and artificial intelligence (AI) data center markets. However, it seems like these markets may not grow at a rate that is sufficient to compensate for Qualcomm’s declining business in its traditional segments like smartphones. About Qualcomm Stock Qualcomm is one of the leading semiconductor and telecommunications equipment companies in the world. It is headquartered in San Diego, California. The company is currently working toward designing and selling system-on-chip processors and modem chips for use in smartphones and other devices. Its products are used in various industries like automotive, industrial, and Internet of Things (IoT) markets. Qualcomm is currently one of the most dominant semiconductor companies in the world, with a market capitalization of around $143 billion. QCOM stock is has traded between roughly $120 and $205 over the last 12 months. It is currently trading at the lower end of that range and is performing worse compared to its semiconductor peers. https://ww...

Qualcomm Stock Warning: Why Bank of America Is Betting That QCOM Will Underperform finance.yahoo.com

Qualcomm Stock Warning: Why Bank of America Is Betting That QCOM Will Underperform Barchart

What happened According to a recent SEC filing dated Feb. 17, 2026, Kadensa Capital Ltd sold its entire position in Stride (NYSE: LRN) during the fourth quarter. The fund disposed of 157,101 shares, with an estimated transaction value of $23.40 million based on the quarter's average price. The quarter-end position value dropped by $23.40 million, capturing the combined effects of the trade and underlying price movements. What else to know Kadensa Capital sold out its Stride holding, down from 2.4% in the previous quarter. Top holdings after the filing: Nvidia : $97.38 million (10.1% of AUM) Tesla : $60.65 million (6.3% of AUM) Taiwan Semiconductor Manufacturing : $60.04 million (6.2% of AUM) Alibaba Group : $54.29 million (5.6% of AUM) GE Aerospace : $48.69 million (5.1% of AUM) As of March 12, 2026, Stride shares were trading at $84.78, down 29.1% over the past year and underperforming the S&P 500 by 50 percentage points. Company overview Metric Value Revenue (TTM) $2.52 billion Net income (TTM) $318.94 million Market capitalization $3.59 billion Price (as of market close 3/12/26) $84.78 Company snapshot Stride: Delivers proprietary and third-party online curriculum, software systems, and educational services for K-12 and adult learners, including career training programs. Operates a technology-driven education model, generating revenue through contracts with public and private schools, direct-to-consumer offerings, and workforce development services. Serves public and private schools, school districts, charter boards, individual learners, employers, and government agencies in the United States and internationally. Stride is a leading provider of technology-based education solutions, supporting individualized learning through a broad portfolio of digital curriculum and career-focused programs. The company leverages its scale and proprietary platforms to serve diverse educational needs, from K-12 students to adult learners seeking workforce skills. Stride's integrat...

Key Points Sold 157,101 shares of Stride; estimated trade size $23.40 million (based on quarterly average pricing). Quarter-end position value decreased by $23.40 million, reflecting both trading and price changes. Represents a 2.43% change in reported 13F assets under management. Post-trade stake: 0 shares, $0 value. The position previously accounted for 2.4% of fund AUM as of the prior quarter, marking a full exit from the holding. 10 stocks we like better than Stride › What happened According to a recent SEC filing dated Feb. 17, 2026, Kadensa Capital Ltd sold its entire position in Stride (NYSE: LRN) during the fourth quarter. The fund disposed of 157,101 shares, with an estimated transaction value of $23.40 million based on the quarter's average price. The quarter-end position value dropped by $23.40 million, capturing the combined effects of the trade and underlying price movements. What else to know Kadensa Capital sold out its Stride holding, down from 2.4% in the previous quarter. Top holdings after the filing: Nvidia : $97.38 million (10.1% of AUM) Tesla : $60.65 million (6.3% of AUM) Taiwan Semiconductor Manufacturing : $60.04 million (6.2% of AUM) Alibaba Group : $54.29 million (5.6% of AUM) GE Aerospace : $48.69 million (5.1% of AUM) As of March 12, 2026, Stride shares were trading at $84.78, down 29.1% over the past year and underperforming the S&P 500 by 50 percentage points. Company overview Metric Value Revenue (TTM) $2.52 billion Net income (TTM) $318.94 million Market capitalization $3.59 billion Price (as of market close 3/12/26) $84.78 Company snapshot Stride: Delivers proprietary and third-party online curriculum, software systems, and educational services for K-12 and adult learners, including career training programs. Operates a technology-driven education model, generating revenue through contracts with public and private schools, direct-to-consumer offerings, and workforce development services. Serves public and private schools, school dist...

quantic69 Dell Technologies ( DELL ) CEO Michael Dell said that government contractors can't tell the government how to use their technologies. “I don’t think a company can dictate to a sovereign government what it does with its tools,” Dell told Bloomberg TV on Thursday. “I just don’t think that's a workable model.” Dell's comments were in response to a question about the Trump administration designating Anthropic ( ANTHRO ) a "supply chain risk" after it failed to reach an agreement with the Pentagon over how its AI technology would be used. As a result of the designation, government agencies and contractors will be required to phase out use of Anthropic's products. Anthropic is suing to have the designation overturned. More on Dell Inside Dell's Exploding AI Business Dell Technologies Inc. (DELL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Dell: Impressive Growth Proposition Earnings scoreboard: 32 of 50 companies posted earnings growth in latest week Tech firms' margins under pressure from rising memory costs

People trading oil "can't see the real direction", says Lord Browne. They do not know how long the Strait of Hormuz will be effectively closed, or whether the strategic releases of oil reserves agreed by the IEA will actually take place.

US Treasury's Bessent to meet Chinese vice premier in France ahead of Trump-Xi summit Reuters

Welcome to Bloomberg’s Texas Edition — covering all the industries and people driving America’s second-largest economy, from finance and oil to tech and sports. Join us each week for an inside look at Texas through a Bloomberg lens. Sign up here if you’re not already on the list. Texas found itself in the center of the AI revolution when Abilene got a big data center project as part of the massive Stargate venture that President Donald Trump announced last year. Then the site faced questions about its future when Bloomberg reported that Oracle Corp. and OpenAI had scrapped plans to expand that flagship initiative. That bump in the road now looks short-lived, with The Information reporting that Microsoft is in advanced talks to lease capacity at the AI campus, supporting its Azure AI cloud business. That would be a second prospective new tenant, since the Bloomberg scoop also disclosed that Meta was in negotiations with developer Crusoe. AI chipmaking giant Nvidia was helping facilitate those discussions, Bloomberg’s Brody Ford, Ed Ludlow and Dina Bass reported. Abilene’s place on the data-center frontier is less surprising than it might seem, even for a spot outside of top tech destinations . The warehouse-sized centers are springing up everywhere, including smaller towns and rural areas distant from not-in-my-backyard activism of some big cities and suburbs. Texas reporter Joe Lovinger reported on what it takes to build those facilities in some middle-of-nowhere parts of the state. If you haven’t read his story about “man camps” and watched the accompanying video , it’s worth your time. He visited Dickens County — a remote spot a couple hours’ drive northwest of Abilene and more than an hour from Lubbock — where Galaxy Digital is converting a Bitcoin mining facility into a 1.6 gigawatt data center. The project requires hundreds of temporary skilled workers to live there for weeks at a time, overwhelming a county of about 1,700 people. Developments like Galaxy’s are...

Atlassian (TEAM) plans to cut about 10% of its workforce as it shifts more resources toward artificial intelligence (AI). Investopedia editor in chief Caleb Silver joins Morning Brief host Julie Hyman to discuss whether companies truly are cutting jobs because of AI, highlighting how investors are increasingly focused on productivity per employee, with companies like Nvidia (NVDA) and Apple (AAPL) leading the pack. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.

Through 2030, energy demand in the United States is expected to grow by 4% annually. But here's the thing: most of that growth will be driven by the construction of data centers to support the artificial intelligence (AI) industry. Data centers energy demand as a percentage of total energy demand in the U.S. is expected to grow from 4.3% in 2024 to 11.7% by 2030. The biggest winners of this transition may not be data center companies or AI start-ups. The real winners could be small modular reactor (SMR) businesses like Oklo (OKLO 2.29%) and NuScale Power (SMR 2.50%). These companies, which design and manufacture miniature nuclear reactors, could supply the data center and AI industries with clean burning, highly scalable power sources not reliant on any conventional power grid. Should you trust your money with Oklo or NuScale? The answer might surprise you. Oklo vs. NuScale Power: the choice is clear Before we dive in, it's important to understand where small modular reactors stand in terms of their practical viability. According to a recent report from Goldman Sachs, "the next nuclear age will look different from the last." The report goes on to say that "small modular reactors (SMRs) are shaping what the revival of traditional nuclear fission could look like...These technologies, long brushed off as too far from commercialization, are now drawing significant public and private sector support." SMR technology has been in development for more than 20 years. Only a handful of small projects are in commercial operation globally. The issues that have plagued SMR technology are similar to the challenges faced by all nuclear technologies, namely high construction costs, long lead times, and lack of reliable proof that they are more economical than large conventional nuclear plants. Expand NYSE : SMR NuScale Power Today's Change ( -2.50 %) $ -0.31 Current Price $ 12.07 Key Data Points Market Cap $3.9B Day's Range $ 11.71 - $ 12.34 52wk Range $ 11.08 - $ 57.42 Volume 7.8M ...

理想汽車上季經調整淨利 挫93% 料本季收入204億至216億人幣 減2成 香港經濟日報HKET

Explainer: Why is it so easy for Iran to shut the Strait of Hormuz? Reuters

Maksim Safaniuk/iStock Editorial via Getty Images Introduction Almost a full year has gone by since I last covered two of the largest heavy truck manufacturers in the world: Daimler Truck ( DTRUY ; DTGHF ) and Traton SE ( TRATF ; TRATY ). They are both facing a demand contraction, which is particularly strong in Europe. But the way they are weathering this situation is different. In fact, one of the two is actually taking a margin hit, while the other is working to expand margins. The Cycle Let's start with the context. The European Automobile Manufacturers' Association (ACEA) reported that truck registrations were down by 6.2% YoY at the end of 2025. Heavy- and medium-duty truck registrations dropped even more, falling by 8%. This means we just saw two back-to-back challenging years that put pressure on the company's sales and margins. North America shows the same trend. Traton disclosed that the Class 6-8 truck market in the U.S. was down by around 15% in 2025. This is a number that speaks of a freight recession, which is consistent with the manufacturing recession we are just coming out of. Surely, tariff uncertainty played a role, as I explained when I wrote about the tug-of-war that endangered Daimler Truck's margins and about Traton's efforts to stabilize its business. Positive news came from Traton's last earnings report, where we see that the company expects stabilization in 2026. But the war on Iran could change the outlook. After all, the truck manufacturing business has a tight relationship with diesel prices. Nonetheless, Traton reported that orders rose 32% because fleets are aging and the utilization rate has been high, which has created new demand for replacement. TRATF Q4 2025 Earnings Presentation Daimler Truck's order intake also rose 2%, with a very strong acceleration in Q4 alone, when orders increased by 13% YoY. We should also underline how Traton's orders in Europe moved up by 32% YoY. DTRUY Q4 2025 Earnings Presentation Daimler and Traton at ...

Global art market returns to growth, upbeat for 2026, UBS report says Reuters

Apple AAPL shares are overvalued, as suggested by a Value Score of D. The AAPL stock is trading at a forward 12-month price/earnings (P/E) of 29.63X compared with the broader Zacks Computer & Technology sector’s 24.72X. Apple shares are trading at a premium compared with peers, including HP HPQ, Microsoft MSFT and Amazon AMZN. Shares of HP, Microsoft and Amazon are trading at a P/E multiple of 6.46, 22.25 and 26.33, respectively. Apple Stock’s Valuation Image Source: Zacks Investment Research Is Apple worth buying at current prices? Let’s dig deep to find out. Apple Shares Ride on Strong iPhone Sales, New MacBooks Apple shares have appreciated 10.2% over the trailing six-month period, outperforming the Zacks Computer and Technology sector’s return of 2.3%. AAPL shares have outperformed HP, Microsoft and Amazon over the same time frame. Shares of Amazon, Microsoft and HP have dropped 8.1%, 21.4% and 33.5%, respectively. AAPL Stock's Performance Image Source: Zacks Investment Research Apple’s outperformance can be attributed to strong iPhone 17 sales. The company has been adding features to the iPhone line-up, including Apple Intelligence tools as well as Apple Creator Studio, which is driving iPhone sales. Since the launch of Apple Intelligence, the company has introduced dozens of features, including writing tools and cleanup and made it available in 15 languages. Visual intelligence is helping users learn and do more with their content on iPhone. It is helping users search faster, take action and answer questions across their apps. Apple’s multi-year collaboration deal with Google is now expected to be a key catalyst in boosting Apple Intelligence features. Under the agreement, the next generation of Apple’s foundation models will be based on Google’s Gemini models and cloud technology. Apple Intelligence features, including a more personalized Siri, will now be powered by Google models. However, Apple Intelligence will continue to run on Apple devices and Private ...

Apple’s outperformance can be attributed to strong iPhone 17 sales. The company has been adding features to the iPhone line-up, including Apple Intelligence tools as well as Apple Creator Studio, which is driving iPhone sales. Since the launch of Apple Intelligence, the company has introduced dozens of features, including writing tools and cleanup and made it available in 15 languages. Visual intelligence is helping users learn and do more with their content on iPhone. It is helping users search faster, take action and answer questions across their apps. Apple’s multi-year collaboration deal with Google is now expected to be a key catalyst in boosting Apple Intelligence features. Under the agreement, the next generation of Apple’s foundation models will be based on Google’s Gemini models and cloud technology. Apple Intelligence features, including a more personalized Siri, will now be powered by Google models. However, Apple Intelligence will continue to run on Apple devices and Private Cloud Compute. Apple is expanding its MacBook portfolio with the launch of MacBook Air and MacBook Pro. The devices come at an opportune time as the iPhone maker faces stiff competition from the likes of Lenovo, HP and Dell Technologies. Introduction of M5 Pro and M5 Max chips, built using a new Apple-designed Fusion Architecture, which connects two dies into a single SoC, boosts performance. The new MacBook Air is powered by the latest M5, which features a faster CPU and next-generation GPU with a Neural Accelerator in each core. The 14-inch and 16-inch MacBook Pro, powered by M5 Pro and M5 Max, adds superior performance and AI capabilities. Apple shares have appreciated 10.2% over the trailing six-month period, outperforming the Zacks Computer and Technology sector’s return of 2.3%. AAPL shares have outperformed HP, Microsoft and Amazon over the same time frame. Shares of Amazon, Microsoft and HP have dropped 8.1%, 21.4% and 33.5%, respectively. Apple AAPL shares are overvalued, as...

Iran issued its first message in the name of its new supreme leader, Mojtaba Khamenei, on Thursday, saying it would keep the strait of Hormuz closed and continue to attack US bases in the region. The missive was read out on state TV rather than delivered live or on video, however, and will do little to satisfy those seeking proof that the son of the late Ayatollah Ali Khamenei is actually alive. In the message, Khamenei said he would demand compensation from the US for its attacks, and that if Washington refused he would order the destruction of its assets equivalent to the amount Iran is owed. With doubts circulating about his health after the lethal attack on his father’s compound on the first day of the US-Israeli assault, the message read out on state TV is bound to be examined closely for the first clues of the kind of leadership the previously backroom politician intends to provide. Described as a hardliner close to the Islamic Revolutionary Guards Corps (IRGC), Khamenei, 56, said little in his message about the recent internal divisions in the country save to praise “the masses of people who have gathered in magnificent assemblies to reaffirm their allegiance to the system”. View image in fullscreen Mojtaba Khamenei has not been seen in public since the lethal attack on his father’s compound in which he is thought to have been injured. Photograph: Abedin Taherkenareh/EPA “There must be no harm to the unity of the nation among the individuals and groups of the nation which usually becomes specially evident in times of hardship,” he said. He said he was sure the masses wanted Iran to continue on its path and that “certainly the leverage of blocking the strait of Hormuz must continue to be used. Studies have been made about opening other fronts where the enemy has little experience and will be severely vulnerable”. He also praised the Houthis in Yemen and Hezbollah in Lebanon for coming to Iran’s aid despite all the obstacles, although the Houthis have so far ke...

Sky_Blue/iStock via Getty Images At least 20 liquefied natural gas carriers - roughly half of the available global fleet available for charter - are trapped in the Persian Gulf , as demand from Asia surges, The Wall Street Journal reported Thursday. "The situation is dire and will have a lasting impact on the market, regardless of how quickly the conflict ends," GasLog COO Kostas Karathanos told WSJ ; his company operates 34 gas carriers. Ship brokers said the 20 ships trapped in the Persian Gulf comprise nearly half of all LNG ships currently available for charter, with rates rising to more than $200K/day from less than $98K/day before the start of the Iran war; the total global fleet is ~800 ships. Energy traders expect LNG prices to rise by early next week, adding to this week’s 40% rise in Asia and Europe. “The effect on LNG shipping will outlast the conflict for a few months,” Karathanos said. Potentially relevant tickers include ( TNK ), ( FRO ), ( NAT ), ( TEN ), ( STNG ), ( FLNG ), ( TRMD ), ( ECO ), ( LPG ), ( ASC ), ( INSW ), ( HAFN ), ( DHT ), ( CMBT ), ( LNG ), ( VG ), ( FLEX ), ( GLNG ), ( NEXT ), ( NFE ) ETFs: ( BWET ), ( BOAT ) More on Frontline, Teekay Tankers and Flex LNG Frontline Q4 2025 Earnings Call Presentation Teekay Tankers: A Strong Q4-2025 And An Even Stronger Q1-2026 In Sight FLEX LNG: 11% Yield On LNG Shipping

AMD (AMD) Eyes Growth with AI and Server CPU Demand Surge GuruFocus

格隆汇3月13日｜据央视，当地时间12日，伊朗最高领袖穆杰塔巴·哈梅内伊在社交媒体发布4张个人照片。照片中穆杰塔巴神情轻松，其中一张显示他站在人群之中，另一张则显示他在室内阅读。不过，这些照片拍摄的具体时间和地点目前尚未披露。 穆杰塔巴在声明中还称，伊朗将继续封锁霍尔木兹海峡，并呼吁周边国家关闭境内的美国军事基地。

美国抵押贷款利率创近一年来最大涨幅，伊朗战争引发的通胀担忧给即将到来的春季销售季增添了不确定性。 房地美周四公布的数据显示，30年期固定利率抵押贷款的平均利率从上周的6%升至6.11%，为2025年4月以来最大单周升幅。 利率在2月底短暂跌破6%，叠加房价趋于平稳，市场原本对春季销售季略有改善抱有期待。但如果战争持续，油价可能进一步上涨，这将推高通胀并继续对引导房贷利率走势的美国国债收益率施加上行压力。 不过，与一年前相比，借贷成本仍明显下降，当时30年期平均利率为6.65%。 Bright MLS首席经济学家Lisa Sturtevant表示：“今年春季市场活动前景已不及一个月前利率下行时的水平。” 责任编辑：丁文武

伊朗武装部队总参谋部当地时间3月12日发表声明，表示将在伊朗最高领袖、武装力量最高统帅穆杰塔巴·哈梅内伊的领导下，全力捍卫国家安全。声明称，伊朗武装部队将在最高领袖命令下，以更加坚定的决心捍卫伊斯兰革命成果，将捍卫国家利益与安全“直至流尽最后一滴血”。声明还表示，伊朗武装部队总参谋部及伊朗中央司令部重申对最高领袖的忠诚，将在其指挥下动用一切能力与资源，实现伊斯兰革命目标。(CCTV国际时讯)

欧盟驳斥美国关于其助长全球市场产能过剩的指控，并誓言如果美国违反与欧盟的贸易协议征收关税，欧盟将采取“坚决且相称”的回应。 欧盟委员会发言人Olof Gill表示：“这种产能过剩的来源已十分明确，而且并不在欧洲。” 在此之前，美国启动针对欧盟等主要贸易伙伴的调查。特朗普政府此举旨在取代上月被美国最高法院否决的全球关税制度。 这些通常需要数月完成的调查针对十多个主要经济体，指称其存在不公平的过度生产行为。相关调查依据《贸易法》第301条开展。 美国的最新举措令欧洲议会批准美欧贸易协议的进程更加复杂。该协议于去年7月达成，但尚未全面实施。欧盟议员表示，希望美国进一步明确将如何维持对大多数欧盟产品所设15%关税上限的承诺。 美国官员表示致力于维持这一税率，但尚不清楚这些调查将如何实现这一目标。 “我们尚未收到任何迹象表明美国政府打算偏离这些承诺，”Gill称。“因此，我们将向美方进一步寻求澄清，了解启动这项301调查将如何与达成的联合声明框架相协调。” 负责监督美欧贸易协议批准程序的欧盟主要议员将于周二会面，以决定是否重启批准进程。 责任编辑：丁文武

Dilok Klaisataporn/iStock via Getty Images Investment Thesis Note: This is an update to my previous article. goeasy Ltd. ( GSY:CA ) ( EHMEF ) was considered for a long time a lending business with a secret formula that allowed it to maintain a high-quality business, benefiting both the company and the subprime clients. However, the stock recently plummeted 65% after the company revealed credit deterioration and aggressive accounting practices in the past, forcing new management to recognize large bad debt losses, withdraw its guidance, and suspend dividends and share buybacks. While the new management team appears to be taking decisive steps to address the problem, the current situation seems more serious than a simple temporary issue. Given the uncertainty surrounding the loan portfolio and the time it could take to regain investor confidence, I recommend staying on the sidelines for now. The Financial Update goeasy has plummeted 65% in two days following a very bad Financial Update released on March 10th. If you had bought the stock at any point in the last five years, you would be sitting at a loss today. So, what caused this plunge? Data by YCharts First, this update suggests a significant deterioration in its LendCare segment, where the company lends money and earns interest. Specifically, goeasy expects to record an additional $178 million in charge-offs, bringing the total amount of charge-offs for the quarter to approximately $331 million. In simple terms, this means the company has concluded that a large portion of those loans will likely never be repaid, so it must take the loss. This is negative because it immediately reduces net profits and also may raise concerns about the quality of the loans, which may have been significantly lower than previously thought. Secondly, the company also announced it will increase its loan loss provision by approximately $86 million, indicating it expects its loan portfolio to perform worse than anticipated. To mitigate th...

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伊朗武装部队总参谋部当地时间12日发表声明表示，将在伊朗最高领袖兼武装部队总司令穆杰塔巴·哈梅内伊的领导下，全力维护国家安全。 声明称，伊朗武装部队将在最高领袖命令下，以比过去更加坚定的态度维护伊斯兰革命成果，并表示将捍卫国家利益与安全“直至最后一滴血”。 声明还表示，伊朗武装部队总参谋部及伊朗中央司令部的全体指挥官和武装人员重申对最高领袖的忠诚，并表示将在其指挥下动用一切能力与资源，实现伊斯兰革命目标。 当天早些时候，伊朗新任最高领袖穆杰塔巴·哈梅内伊通过国家电视台发表首次声明，内容主要围绕伊朗国内团结、对外冲突、地区关系以及对已故领袖阿里·哈梅内伊的悼念等。（央视）

This reporter went bust while covering America's sports betting boom Americans are betting on sports, elections, award shows and even military actions. The Atlantic writer McKay Coppins bet $10k from his employer in his investigation of this gambling world. Business This reporter went bust while covering America's sports betting boom Americans are betting on sports, elections, award shows and even military actions. The Atlantic writer McKay Coppins bet $10k from his employer in his investigation of this gambling world. Sponsor Message Sponsor Message

格隆汇3月13日｜房地美：美国上周30年期按揭贷款/抵押贷款利率6.11%，前值6%。