2026年3月的第一个星期，旧金山的天气阴晴不定，恰如此刻人工智能赛道上的风云变幻。 一边是OpenAI发布GPT-5.4，号称“功能最强大、效率最高的专业级模型”，在OSWorld-Verified测试中以75%的成绩力压对手。另一边，Anthropic的Claude却悄然登顶美国App Store下载榜首，甚至因用户激增导致服务多次宕机。 更戏剧性的一幕发生在华盛顿。当Anthropic因坚守“不将技术用于自主武器和大规模监控”的原则与五角大楼公开决裂时，OpenAI迅速递上橄榄枝，却换来创始人萨姆·奥特曼一句自我检讨——“吃相太难看”。硅谷的空气中弥漫着一股微妙的气息： 这场关于AI未来的战争，早已不再是单纯的技术竞赛，而是一场关于商业路线、技术哲学与价值观的深度博弈。 一边是试图构建“全栈帝国”的OpenAI，另一边是深耕“垂直场景”的Anthropic。它们师出同门——Anthropic的创始人Dario Amodei曾是OpenAI的研究高管，主导过GPT-2的训练；它们又分道扬镳——一个选择“大力出奇迹”，一个坚信“底层可控”。三年后的今天，这两条路径终于在全球AI版图上划出了泾渭分明的疆域。 消费级市场的岔路口：流量帝国与价值观迁徙 在ChatGPT的早期叙事里，OpenAI的成功几乎是天选之子。凭借先发优势和强大的品牌认知，ChatGPT的周活跃用户在2026年初突破9亿，个人订阅用户超过5000万。奥特曼的野心清晰可见： 让ChatGPT成为AI时代的超级入口，从Spotify听歌到Expedia订票，用户无需离开这个对话框。 然而，就在OpenAI向着10亿周活目标冲刺时，一场始料未及的“倒戈”正在暗流涌动。 导火索是五角大楼。当OpenAI匆忙与国防部达成合作协议的消息传出时，舆论场瞬间被点燃。奥特曼事后承认，这一决策“看起来机会主义且草率”。Ins上#QuitGPT的话题播放量突破3600万，超过1.7万人在官网签署抵制协议，Reddit上“退订ChatGPT”成为某种政治正确的表态。截至3月初，全球已有250万用户宣布告别ChatGPT。 与此同时，Anthropic迎来了属于它的“反杀时刻”。就在OpenAI陷入舆论漩涡的同一周，Claude在美区App Store的下载量飙升220%，首次超越ChatGPT登顶榜首。这并非偶然——当A...

Nvidia (NVDA 1.56%) has been a cornerstone of the artificial intelligence (AI) trade since it became a popular investment theme following OpenAI's release of ChatGPT in late 2022. The stock has advanced 1,100% since January 2023, but shares have added just 1% in the past six months. Fortunately, CEO Jensen Huang just gave investors great news that should ease concerns about whether AI spending is sustainable and whether Nvidia can hold its leadership position in AI infrastructure. Here are the important details. Jensen Huang says data center spending will reach $3 trillion to $4 trillion annually by 2030 Many investors are worried about the sustainability of AI spending, but Nvidia CEO Jensen Huang attempted to quell those concerns during the company's fourth-quarter earnings call in February. "Compute demand is growing exponentially -- the agentic AI inflection point has arrived," he told analysts. Companies are developing increasingly complex models to keep pace in the AI arms race. For instance, the GPT-3 models developed by OpenAI arranged text based on probabilities, meaning they were essentially sophisticated autocomplete systems. But the GPT-5 models solve multistep problems through reasoning. Reasoning models are more compute-intensive, which means more Nvidia GPUs are needed for training and inference. Reasoning models also produce better outcomes and broaden the number of AI use cases, per JPMorgan strategist Stephanie Aliaga. "Beneath the near trillion-dollar headlines is a real computing platform shift decades in the making that is reshaping industries and business models," she said. Huang also told analysts how reasoning models will evolve: "The wave that we're seeing now is the agentic AI inflection and the next inflection beyond that is physical AI, where we take AI and these agentic systems into physical applications." Physical AI is an emerging discipline focused on autonomous machines like robots and vehicles. "That's a giant opportunity," he told ...

AMSTERDAM, March 16, 2026--(BUSINESS WIRE)--Nebius Group N.V. (NASDAQ: NBIS), the AI cloud company, today announced a new long-term AI infrastructure supply agreement with Meta, strengthening the collaboration between the companies. Under the five-year agreement, Nebius will provide $12 billion of dedicated capacity across multiple locations, based on one of the first large-scale deployments of the NVIDIA Vera Rubin platform. Nebius will deliver this capacity starting early 2027. Furthermore, in connection with access to these NVIDIA Vera Rubin deployments, Meta has committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to a total of $15 billion over a five-year period. Nebius currently intends to sell this capacity to third-party customers of its AI cloud business, with remaining capacity to be purchased by Meta. The agreement has a contract value of up to approximately $27 billion. Arkady Volozh, founder and CEO of Nebius, said: "We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business. We will continue to deliver." Nebius’s guidance for 2026 remains unchanged. About Nebius Nebius, the AI cloud company, is building the full-stack platform for developers and companies to take charge of their AI future — from data and model training to production deployment. Founded on deep in-house technological expertise and operating at scale with a rapidly expanding global footprint, Nebius serves startups and enterprises building AI products, agents, and services worldwide. Nebius is listed on Nasdaq (NASDAQ: NBIS) and headquartered in Amsterdam. For more information please visit www.nebius.com Disclaimer Forward-looking statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which involve risks and uncertainties...

Key Points Nvidia stock has traded sideways over the last six months due to concerns about the sustainability of AI spending and competition. CEO Jensen Huang says data center spending could triple or quadruple by 2030 due to demand for agentic AI and physical AI. Huang says Nvidia systems generate the most revenue at the lowest cost, a quality that should keep the company ahead of its competitors. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has been a cornerstone of the artificial intelligence (AI) trade since it became a popular investment theme following OpenAI's release of ChatGPT in late 2022. The stock has advanced 1,100% since January 2023, but shares have added just 1% in the past six months. Fortunately, CEO Jensen Huang just gave investors great news that should ease concerns about whether AI spending is sustainable and whether Nvidia can hold its leadership position in AI infrastructure. Here are the important details. 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 » Jensen Huang says data center spending will reach $3 trillion to $4 trillion annually by 2030 Many investors are worried about the sustainability of AI spending, but Nvidia CEO Jensen Huang attempted to quell those concerns during the company's fourth-quarterearnings callin February. "Compute demand is growing exponentially -- the agentic AI inflection point has arrived," he told analysts. Companies are developing increasingly complex models to keep pace in the AI arms race. For instance, the GPT-3 models developed by OpenAI arranged text based on probabilities, meaning they were essentially sophisticated autocomplete systems. But the GPT-5 models solve multistep problems through reasoning. Reasoning models are more compute-intensive, which means more Nvidia GPUs are needed for training and inference. Reason...

【导读】今天，Karpathy一张图爆火全网：AI真的开始「端掉」饭碗了！全美6000万个岗位告急，年薪10万美金白领成高危人群，最稳的竟是水管工。 AI时代的「职场判决书」，6000万人要失业？ 昨晚，AI大神Karpathy上线了爆火项目——karpathy.ai/jobs/，深度复盘了AI对就业的「侵蚀」程度。 他从美国劳工统计局（BLS）提取了342种职业，并为每个岗位打出AI替代风险的评分（0-10）。 结果令人心惊，全行业平均暴露分高达4.9。 尤其是，「屏幕依赖型」的职业全线告急，基本都在AI的射程之内—— 软件开发人员9/10 医疗转录员10/10 律师8/10 普通办公室职员9/10 统计显示，约6000万个岗位处于高危区间，即42%风险评分在7分以上，年薪总额高达3.7万亿美元。 要说什么岗位最安全？答案是清洁工、水管工、屋顶工，那些涉及复杂体力劳动的职业成为最安全的避风港。 Hinton曾建议：去当一个水管工 对此，马斯克辣评，「 未来所有工作，都将变为可选项 」。 还有网友汇编一个视频，集齐了AI大佬预言失业的观点。 全美6000万白领岗，真的危了！ 这一项目在全网爆红，然而上线不过几分钟，Karpathy就删除了帖子，现进入GitHub 404了。 还好AI大V Josh Kale在其下线之前，克隆了整个仓库。 可以看到，项目主页最左侧，标注了所有关键指标，包括暴露度（Exposure）、薪资。 全美342种职业，1.43亿个岗位，由Gemini Flash打分，所有职业的平均暴露水平高达4.9分。 传送门：https://joshkale.github.io/jobs/ 其中，受影响最大（6-10）的岗位占比42%，即5990万；受影响最小的（0-1）占比仅4%，只有620万个岗位。 年薪超10万美元的岗位（达6.7分），越容易被AI替代；而年薪低于3.5万美元的，受影响程度最低（3.4 分）。 不仅如此，本科学历的职业，最容易被AI冲击。 总体趋势而言，AI正是沿着「信息处理密度」对岗位进行精准打击。 那些依赖文字处理、数据分析、代码编写和标准化流程的白领文职岗位，无论薪资多高，已集体「亮红灯」。 反之，涉及物理操作、复杂人际互动或需要现场即时判断的岗位，依然处于安全区。 白领岗大屠杀 在主页右面的交互区域，性质相似的职业都被紧密排在了...

imaginima/iStock via Getty Images Sable Offshore ( SOC ) +12.6% pre-market Monday after saying it resumed oil transportation through the Santa Ynez Pipeline System following a Defense Production Act order from the Trump administration. U.S. Energy Secretary Wright issued an order to Sable ( SOC ) on Friday invoking the Defense Production Act to prioritize and allocate pipeline transportation services for hydrocarbons from Santa Ynez "in order to address the energy scarcity and supply disruption risks caused by California policies that have left the region and U.S. military forces dependent on foreign oil," the company said. Sable ( SOC ) said it had 540K barrels of processed crude oil in storage at Las Flores Canyon, representing more than the line fill volume for the Santa Ynez Pipeline System before resuming oil transportation. The company said it plans to commence first sales by April 1 at an expected gross oil rate of 50K bbl/day. Sable ( SOC ) also said it is suing the California Department of Parks and Recreation, requesting declaratory relief to confirm the company's rights under the DPA order. More on Sable Offshore Sable Offshore: The Tides Have Shifted In Favor Of Production Start (Rating Upgrade) Sable Offshore: Equity Raise Looms As Valuation Remains Stretched Amid Persistent Risks Sable Offshore's Story Remains Political, And Investors Grow Skeptical

文章提及标的 江航装备 -- 江航装备（688586）公告，2025年营业收入为9.48亿元，同比下降13.30%。净利润为5501.42万元，同比下降56.13%。公司拟向全体股东每10股派发现金红利0.26元(含税)，合计拟派发现金红利2057.48万元(含税)。本年度公司现金分红占归属于母公司股东净利润比例为37.40%。

几乎是在同一天，银河通用机器人和松延动力公布了新一轮融资详情。前者融资25亿元，后者拿到10亿元，金额都不是小数目。 这两家公司的产品都上了马年春晚，3月2日新一轮融资时，距离春节仅仅过去半个月时间。马年春晚，似乎成了机器人融资的最佳路演现场。 如果说2025年的主题是「具身智能概念」，2026年注定是机器人赛道全面爆发的元年。 银河通用机器人单轮融资25亿元、估值突破200亿元；拿下数亿美元的Flexiv非夕最新估值来到130亿元；还有星动纪元、千寻智能、智平方、灵心巧手、星海图在完成最新一轮超10亿元融资后，估值突破百亿元……一连串数字，正在将机器人赛道推向史无前例的热度高峰。 IT桔子数据显示，2026年至今，国内具身智能赛道已发生189起股权融资事件，这意味着平均每天就有2.6起融资落地，且2月和3月融资额均破百亿元。 背后的大金主，来自红杉中国、深创投、高瓴创投等一线VC，且不乏腾讯、字节跳动、阿里、京东、美团、百度等产业巨头，各地政府的百亿级机器人产业基金也相继落地，国家大基金三期亦领衔25亿融资团注入头部企业。 从工业机器人到人形机器人，从商用服务到家庭陪伴，不想错过下一个风口的资本，以前所未有的热情涌入这个领域。 然而，繁花之下，暗流汹涌。 大洋彼岸，美国人形机器人初创公司Cartwheel Robotics于2026年3月宣告倒闭；国家发展改革委亦公开警示，当前人形机器人在技术路线、商业模式与应用场景等方面尚未完全成熟，需警惕产品「扎堆」上市带来的结构性风险。 这究竟是行业大爆发的前夜，还是虚火蔓延的泡沫？ 平均一天2.6起融资 资本热情背后，离不开两场春晚。 如果说2025年的春晚捧红了宇树科技，那么2026年的春晚则是一场机器人的集体亮剑——宇树科技、银河通用机器人、松延动力和魔法原子这四家具身智能企业同台竞技，创下了春晚舞台上机器人登场密度的历史之最。 从舞台聚光灯到资本镁光灯，转身也不过两周时间。 3月2日，银河通用机器人官宣完成25亿元新一轮融资，投资方阵容堪称豪华：国家人工智能产业基金（国家大基金三期）、中国石化资本、中国银行、上汽集团、中芯聚源、亦庄国投等国家队与产业巨头齐聚，其背书力度之强，在机器人行业史上实属罕见。同一天，另一家登台企业松延动力也宣布完成近10亿元B轮融资，由宁德时代系产业投资平台晨道资本领投。 当然，能登上春晚的...

“I would likely give little to nothing to his children because they are irresponsible spendthrifts.”

Social Buzz: Wallstreetbets Stocks Advance Premarket Monday; Nebius Group, Micron Technology to Open Higher marketscreener.com

CytomX press release ( CTMX ): FY GAAP EPS of -$0.15 misses by $0.12 . Revenue of $76.2M (-44.8% Y/Y) misses by $6.69M . The decrease in revenue was driven primarily by the completion of our performance obligations in our collaboration with Bristol Myers Squibb in April 2025 as well as a lower estimated percentage of performance obligation completion for 2025 compared to 2024 in the Moderna, Astellas, and Regeneron collaborations. More on CytomX CytomX Therapeutics, Inc. (CTMX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript CytomX Therapeutics: EpCAM Is Back, Now Prove It Holds (Rating Downgrade) Quant snapshot: Micron, Babcock & Wilcox lead strong buys as Fold Holdings, Alvotech lag Seeking Alpha’s Quant Rating on CytomX Historical earnings data for CytomX

Holocene Advisors LP grew its position in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 752.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,132,000 shares of the company's stock after buying an additional 1,882,000 shares during the period. Palantir Technologies comprises 0.9% of Holocene Advisors LP's portfolio, making the stock its 14th largest position. Holocene Advisors LP owned 0.09% of Palantir Technologies worth $388,919,000 at the end of the most recent quarter. Get Palantir Technologies alerts: Sign Up Several other hedge funds also recently made changes to their positions in the company. Bare Financial Services Inc raised its position in shares of 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 acquiring an additional 55 shares in the last quarter. Financial Consulate Inc. acquired a new position in Palantir Technologies in the third quarter worth $30,000. Retirement Wealth Solutions LLC bought a new stake in Palantir Technologies during the third quarter valued at $31,000. United Financial Planning Group LLC bought a new stake in Palantir Technologies during the third quarter valued at $32,000. Finally, Flagship Wealth Advisors LLC acquired a new stake in shares of Palantir Technologies during the third quarter worth $32,000. Institutional investors and hedge funds own 45.65% of the company's stock. Analyst Upgrades and Downgrades A number of research analysts have recently issued reports on the stock. HSBC upgraded shares of Palantir Technologies from a "hold" rating to a "buy" rating and set a $205.00 price target on the stock in a research report on Tuesday, February 3rd. Robert W. Baird raised shares of Palantir Technologies from a "neutral" rating to an "outperform" rating and set a $200.00 target price on the stock in a report on Tue...

Hyperion Asset Management Ltd lowered its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 11.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,442,777 shares of the company's stock after selling 194,404 shares during the quarter. Palantir Technologies comprises about 7.3% of Hyperion Asset Management Ltd's holdings, making the stock its 5th largest position. Hyperion Asset Management Ltd owned approximately 0.06% of Palantir Technologies worth $263,191,000 as of its most recent filing with the Securities & Exchange Commission. Get Palantir Technologies alerts: Sign Up Several other institutional investors have also recently added to or reduced their stakes in the stock. Revolve Wealth Partners LLC purchased a new position in shares of Palantir Technologies in the 4th quarter valued at approximately $450,000. Bison Wealth LLC raised its stake in shares of Palantir Technologies by 37.4% during the fourth quarter. Bison Wealth LLC now owns 17,130 shares of the company's stock worth $1,296,000 after purchasing an additional 4,667 shares during the last quarter. Capstone Wealth Management Group LLC lifted its holdings in shares of Palantir Technologies by 38.0% during the first quarter. Capstone Wealth Management Group LLC now owns 17,147 shares of the company's stock worth $1,447,000 after purchasing an additional 4,722 shares during the period. Schnieders Capital Management LLC. lifted its holdings in shares of Palantir Technologies by 36.8% during the second quarter. Schnieders Capital Management LLC. now owns 6,294 shares of the company's stock worth $858,000 after purchasing an additional 1,694 shares during the period. Finally, Advisors Capital Management LLC grew its position in Palantir Technologies by 334.5% in the 2nd quarter. Advisors Capital Management LLC now owns 14,317 shares of the company's stock valued at $1,952,000 after buying an ...

Nebius Group Signs $27 Billion AI Capacity Deal with Meta Platforms According to Reuters, Nebius Group has entered into a new five-year agreement with Meta Platforms. The Amsterdam-based firm will supply dedicated artificial intelligence computing capacity valued at twelve billion dollars to the social media company across several sites by 2027. Nebius stated that the contract includes a provision for Meta to purchase an additional fifteen billion dollars worth of capacity planned over the next five years, should it remain unsold to other clients. This potential purchase brings the total possible value of the arrangement to twenty-seven billion dollars. Nebius operates as a provider of hardware and cloud capacity services, utilizing Nvidia processors for its AI infrastructure offerings. The companies previously established an initial agreement worth three billion dollars in November.

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Cathie Wood’s Ark Invest reshuffled positions across its ETFs during last week, adding positions to gene-editing and AI healthcare names while trimming genomics tools and semiconductor equipment holdings, its latest trade data showed. Ark funds added to its no. 2 holding — CRISPR Therapeutics ( CRSP ), buying roughly 438K shares worth about $7.7M across the ARKK ( ARKK ) and ARKG ( ARKG ) funds. The move follows steady accumulation in recent weeks as the firm increases exposure to gene-editing platforms after reducing stakes in genomics toolmakers. At the same time, Ark sharply reduced positions in 10x Genomics ( TXG ), selling over 473K shares across ARKK ( ARKK ) and ARKG ( ARKG ). The firm also exited portions of smaller genomics names, including Standard BioTools ( LAB ) and Personalis ( PSNL ). Ark expanded positions in AI-driven healthcare companies, purchasing a little less than 42K shares of Tempus AI ( TEM ) and over 67K shares of GeneDx ( WGS ), together worth nearly $4.7M. Within fintech, the ARK Fintech Innovation ETF ( ARKF ) bought 275K shares of PayPay ( PAYP ) and more than 92K shares of Canton Strategic ( CNTN ), while ARKK trimmed over 11K shares of Circle Internet Group ( CRCL ). The funds also added exposure to digital assets through 25K shares of the 3IQ Solana Staking ETF (SOLQ), reflecting Ark’s continued focus on blockchain-based financial infrastructure. Elsewhere, Ark reduced exposure to semiconductor equipment and internet platforms, selling over 32K shares of Teradyne ( TER ) and 2.3M shares of LY Corporation ( YAHOF ) ( YAHOY ). The firm simultaneously added to emerging mobility with purchases of over 27K shares of Joby Aviation ( JOBY ), reinforcing its long-term bet on autonomous transportation. More on ARK Invest GeneDx Holdings Corp. (WGS) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Teradyne, Inc. (TER) Presents at 2026 Cantor Global Technology & Industrial Growth Conference Transcript Circle Internet Gro...

格隆汇3月16日｜英国首相斯塔默表示，英国不会卷入更广泛的伊朗战争，但会与包括欧洲国家在内的盟友合作，以重新开放霍尔木兹海峡这一关键航道，不过他也承认这并非易事。在面对国内批评人士以及特朗普的施压（关于应为针对伊朗的军事行动提供何种支持）的情况下，斯塔默表示重新开放一条对石油和液化天然气运输至关重要的航道是稳定能源市场的关键。他还公布了此次冲突引发的首批财政援助措施，即向最贫困的家庭提供5300万英镑（约合7030万美元）的援助，这些家庭主要依靠取暖油度日，而由于冲突的爆发，这种能源的价格大幅上涨。

中山公用（000685）公告，中山投控拟通过公开征集转让方式协议转让其持有的公司7375.56万股，占目前公司总股本的5%。本次公开征集转让的受让方存在不确定性，能否获得相关国有资产监督管理机构的批准及本次公开征集转让能否实施完成也存在不确定性。意向受让方需为单一企业主体，资产规模不低于人民币50亿元，最近两年连续盈利，并以现金方式支付全部股份转让价款。公开征集意向受让方的公开征集期为10个交易日，自2026年3月17日至2026年3月30日止。

Christopher Verrone, partner and chief market strategist at Strategas, examines market reaction to the Iran war and the policy response he expects from the Federal Reserve. (Source: Bloomberg)

银禧科技（300221）公告，公司董事兼总经理林登灿原持股877.07万股，占1.85%，此前拟在预披露后三个月内集中竞价减持不超219.2万股，占0.4627%。因资金需求改变，林登灿决定提前终止减持计划（883921），截至公告披露日未实施任何减持，持股情况仍为877.07万股，其中限售657.8万股，无限售219.27万股。该举措符合相关法规，过去6个月亦无减持。

格隆汇3月16日丨据南京海关统计，前2个月，江苏省外贸进出口总值1.03万亿元，较去年同期（下同）增长19.7%，增幅较全国高1.4个百分点，占同期我国进出口总值的13.4%。其中，出口6817.5亿元，增长20.3%；进口3523亿元，增长18.7%。

VNET Group (VNET) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of $0.04. This compares to a loss of $0.01 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -100.00%. A quarter ago, it was expected that this provider of carrier-neutral internet data center services would post earnings of $0.02 per share when it actually produced earnings of $0.02, delivering no surprise. Over the last four quarters, the company has not been able to surpass consensus EPS estimates. VNET Group, which belongs to the Zacks Internet - Software industry, posted revenues of $384.25 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.27%. This compares to year-ago revenues of $307.75 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. VNET Group shares have added about 24.2% since the beginning of the year versus the S&P 500's decline of 3.1%. What's Next for VNET Group? While VNET Group has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnin...

onurdongel/E+ via Getty Images One of my better calls over the last several months has been AZZ Inc. ( AZZ ). This is an intriguing company. It specifically focuses on providing specialized products and services to customers in the industrial and construction industries. I know that's rather vague, so we can dig in a bit deeper. According to management, the company offers up certain post-fabrication hot-dip galvanizing and coil coating solutions for customers. Through its AZZ Metal Coatings segment, for instance, it provides hot-dip galvanizing, spin galvanizing, powder coating, anodizing and plating, and other metal coating applications for the steel fabrication market. And through its AZZ Precoat Metals segment, it offers up coil coating application of protective and decorative coatings and other solutions for the downstream processing of steel and aluminum coils. These are used primarily in construction, appliances, HVAC systems, and more. And through its AZZ Infrastructure Solutions segment, the company has historically provided, through a joint venture, certain products like custom switchgear, electrical closures, and the like to industrial customers. However, the firm has since sold off most of that segment in a transaction worth $975 million. It only owns a 40% stake in that business now. This is the kind of business that has me excited to open up an annual report or quarterly report. And honestly, I think my track record with firms of this nature has been very solid. Since I last reaffirmed AZZ as a "Buy" in December of last year, the stock has risen 16.7%. The S&P 500 is down 1.1% over that same window of time. Meanwhile, since I originally rated it a "Buy" in April of last year, the stock has jumped 57.3%. The market is up only 26.6% over that same period. Looking at the data today, I see that this remains a quality player. But I do think the easy money has been made now. Because of the valuation of the company, I would even go so far as to say it is final...

Q4 FY26 revenues of $1.75 billion ; FY26 revenues of $7.26 billion Q4 FY26 net income of $85 million , adjusted EBITDA (1) of $181 million or 10.3% of revenue; FY26 net income of $358 million , adjusted EBITDA (1) of $708 million or 9.7% of revenue Q4 FY26 diluted earnings per share of $1.87 , adjusted diluted earnings per share (1) of $2.62 ; FY26 diluted earnings per share of $7.70 , adjusted diluted earnings per share (1) of $10.75 Q4 FY26 cash flows provided by operating activities of $258 million , free cash flow (1) of $336 million ; FY26 cash flows provided by operating activities of $609 million , free cash flow (1) of $577 million Q4 FY26 net bookings of $0.6 billion ; book-to-bill ratio of 0.3 ; trailing twelve months book-to-bill ratio of 1.1 Announces FY27 guidance for adjusted diluted earnings per share(1) and reiterates revenue, adjusted EBITDA(1), adjusted EBITDA margin(1), and free cash flow(1) guidance RESTON, Va., March 16, 2026 (GLOBE NEWSWIRE) -- Science Applications International Corporation (NASDAQ: SAIC), a premier Fortune 500 technology integrator driving our nation's digital transformation across the defense, space, civilian, and intelligence markets, today announced results for the fourth quarter and full fiscal year ended January 30, 2026. "As previously announced on February 11, our fourth-quarter results reflected ongoing top-line challenges, balanced by strong operational execution that supports our ability to raise margin expectations moving forward," said Jim Reagan, SAIC’s Chief Executive Officer. "I am encouraged by the progress we are making and by the opportunities in front of us. Our plan is simple – we will focus on elements within our control to drive more consistent and reliable growth. With a career dedicated to operational excellence and value creation in our industry, I am honored to continue, as permanent CEO, building on SAIC’s solid foundation to deliver meaningful results to all stakeholders." Fourth Quarter and Full Fi...

- Announced Positive Data from Phase 1 Dose Expansion Study of varsetatug masetecan (“Varseta-M”) EpCAM PROBODY ® ADC in Patients with Advanced Colorectal Cancer (CRC) -

Key Points Just 10 companies now account for more than 40% of the S&P 500's value. Investing in index funds isn't nearly as diversified as it once was. 10 stocks we like better than SPDR S&P 500 ETF Trust › For decades, investors have been urged to buy into broad, diversified market index funds like the State Street SPDR S&P 500 ETF Trust (NYSEMKT: SPY). That way, your money is spread across a wide variety of companies, industries, and risk exposures. But if you look closely, those benefits aren't nearly as strong as they used to be. In fact, a recent report from Royal Bank of Canada should have every investor concerned about the safety of their own money. Markets are nearing record levels of concentration The cautionary report from Royal Bank of Canada, released less than two months ago, gets straight to the point. "Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index," the report begins. "We believe this 'Great Narrowing' should be top of mind for investors." 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 » The research observes how tech stocks and AI stocks now make up a historic percentage of the overall index's value. From 1990 to 2015, the top 10 companies in the S&P 500 index accounted for 17.7% to 23.4% of the index's total value. In 2020, however, that percentage increased to 28.6%. Today, that figure is even higher at an astounding 40.7%! "Many investors believe an S&P 500 fund offers wide diversification," Royal Bank of Canada concludes. "But, more than $40 of every $100 invested flows into just 10 companies, creating a feedback loop where passive inflows disproportionately support the largest stocks, increasing their weights and reinforcing performance leadership ...

Stocks making the biggest moves premarket: Micron Technology, Nebius Group, Dollar Tree & more CNBC

Hyperion Asset Management Ltd lessened its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 17.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,159,270 shares of the electric vehicle producer's stock after selling 240,899 shares during the quarter. Tesla accounts for approximately 14.4% of Hyperion Asset Management Ltd's holdings, making the stock its biggest position. Hyperion Asset Management Ltd's holdings in Tesla were worth $515,551,000 at the end of the most recent reporting period. Get Tesla alerts: Sign Up Other institutional investors also recently bought and sold shares of the company. Chapman Financial Group LLC purchased a new position in Tesla in the second quarter worth about $26,000. Manning & Napier Advisors LLC purchased a new stake in shares of Tesla during the third quarter valued at approximately $29,000. CoreFirst Bank & Trust purchased a new stake in shares of Tesla during the second quarter valued at approximately $30,000. Texas Capital Bancshares Inc TX bought a new stake in shares of Tesla during the third quarter valued at approximately $31,000. Finally, ESL Trust Services LLC raised its holdings in Tesla by 1,900.0% in the 2nd quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer's stock worth $32,000 after acquiring an additional 95 shares during the last quarter. 66.20% of the stock is owned by hedge funds and other institutional investors. Insider Transactions at Tesla In other news, CFO Vaibhav Taneja sold 2,264 shares of the business's stock in a transaction on Friday, March 6th. The shares were sold at an average price of $397.03, for a total transaction of $898,875.92. Following the completion of the sale, the chief financial officer owned 18,106 shares of the company's stock, valued at $7,188,625.18. The trade was a 11.11% decrease in their position. The sale was disclosed in a legal filing with the SEC...

阿根廷甲組足球聯賽，小保加作客，以1-1逼和聖達菲聯。 深色衫的小保加，被拿達路華加斯再推過一個，正路想給前柱，不過射不到，去到帕拉斯奧斯，拐個彎就射入，41分鐘為聖達菲聯領先1-0，漏了的普芬尼後腳一拌，變成出現在助攻名單，帕拉斯奧斯射得也漂亮，韋根特雙手放後面避手球，頓變路過圍觀的球迷。 他們對上五場三勝兩和，小保加則六場不敗，又多一場。韋根特今次不袖手旁觀，參與進攻傳到巴里路心口控、打倒掛，入便是足金金球，中柱出來，米倫迪爾第一時間補中，57分鐘追平，巴里路一度搶鏡，但搶1分最終靠米倫迪爾，小保加逼和1-1，排A組第六，聖達菲聯第二。 紅白衫河床就主場，擊敗有人被逐的沙米恩圖。加比爾迪亞斯40分鐘兩黃一紅，河床1分鐘後，就由迪奧斯把握，門將與守衛相撞打後抽入網，領先1-0。是先頂到被擋，綠衫再撞後，才有他的瀟灑後抽，加上蘇比亞列，71分鐘中人入網，河床贏2-0，在B組排第五。

今天（3月16日），位于山东德州的四女寺枢纽南运河节制闸开启，南水北调东线一期工程北延应急供水工程供水与卫运河来水汇合，进入南运河；位于天津静海区的九宣闸枢纽南运河节制闸开启，南来之水经南运河与天津本地水汇合，京杭大运河黄河以北河段全线通水，京杭大运河自2022年以来连续五年实现全线水流贯通。（央视新闻）