Key Points Tesla drove over a number of speed bumps in 2025, but the road ahead is equally challenging. Tesla will discontinue the Model S and X during the second quarter. Amid a global delivery decline, Tesla plans to double capital expenditures. These 10 stocks could mint the next wave of millionaires › Tesla (NASDAQ: TSLA) investors have had their pick of bad news and headlines to dwell on, there are plenty of options. CEO Elon Musk has rubbed some consumers the wrong way with politics, the automaker's limited product portfolio is aging and conceding market share, and Chinese rival BYD Company has overtaken Tesla in global EV sales and recently announced 11 new models are on the way, among many others. At first glance, Tesla announcing it would discontinue production of the Model S and X during the second quarter, which ends June 30, might sound devastating considering it sells only five vehicle models. But let's take a deep breath, take a look at some data, and then pinpoint what should actually concern 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 » Natural obsolescence The definition of the phrase above is the process by which a product becomes less useful, out of date, or unavailable over time due to technological advancements or environmental conditions. Tesla's Model S and X are an example of natural obsolescence where the electric vehicle (EV) industry has made rapid advancements in recent years to improve performance and range all while lowering costs and building scale. The simple truth is that the Model S and X served their purpose, and are now outdated on a number of different levels. To Tesla, the two models have been largely irrelevant to global deliveries for years now -- essentially since the Model Y hit the roads. Tesla calls it an honorable discharge, and that's fair...

文章提及标的 伦敦银 -- 现货白银向下跌破79美元/盎司，日内下跌0.34%。

The S&P 500 Index ($SPX) (SPY) on Tuesday closed up +0.25%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.10%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.51%. March E-mini S&P futures (ESH26) rose +0.26%, and March E-mini Nasdaq futures (NQH26) rose +0.52%. Stocks finished higher on Tuesday amid strength in chipmakers and travel stocks. Also, lower bond yields were supportive of stocks, as the 10-year T-note yield fell -2 bp to 4.20% after the ADP weekly employment change for the four weeks ended February 28 increased by +9,000, the smallest increase in five weeks, a sign of a slowdown in hiring by US employers. Stocks also found some support after Tuesday’s report showed US Feb pending home sales unexpectedly rose +1.8% m/m, stronger than expectations of a -0.6% m/m decline. Join 200K+ Subscribers: Stocks were undercut on Tuesday as crude oil prices rose after Iran renewed attacks on key energy infrastructure in the Middle East. WTI crude oil (CLJ26) rose more than +2% on Tuesday after operations were suspended at the Shah gas field in the United Arab Emirates (UAE), while Iranian drones and missiles also targeted an Iraqi oil field. Also, crude loadings from the UAE’s port at Fujairah were halted again after Iranian drone attacks. The war with Iran is in its eighteenth day with no end in sight. Late Monday, President Trump said he will delay his summit later this month with Chinese President Xi Jinping in China until early May, saying it was important for him to remain in Washington to oversee the military operations against Iran. Meanwhile, Mr. Trump renewed calls for other nations to help secure the Strait of Hormuz and threatened to expand strikes to Iranian oil infrastructure if Iran keeps up attacks on other Persian Gulf energy producers. Crude oil prices remain high despite attempts to boost global supplies. The IEA last Wednesday released 400 million barrels from emergency oil stockpiles and said the war against Iran is disrupting 7.5...

“新美联储通讯社”认为，美联储官员此次会议不再是何时降息，而是是否还能向市场维持降息预期的承诺。3月17日，被市场称为“新美联储通讯社”的记者Nick Timiraos指出，中东局势的持续升级很可能强化官员们维持利率不变的共识。在此背景下，本周会议的焦点将集中于官员们如何就未来数月之后的政策路径发出信号。若美联储在措辞或预测上释放出降息周期（883436）可能已终结的信号，将对利率预期及风险资产定价产生直接冲击。

格隆汇3月18日｜美国芯片厂商英伟达行政总裁黄仁勋表示，在经历漫长的延迟之后，集团正准备向部分中国客户提供英伟达人工智能(AI)芯片H200。黄仁勋周二在英伟达年度AI盛会GTC活动上，告诉记者称已经收到采购订单，并且正在重启生产，英伟达的供应链正在逐步恢复。黄仁勋说，英伟达目前已经获得中美双方的许可。 中国市场曾经占英伟达数据中心业务收入至少五分之一，但自去年4月特朗普政府告知英伟达、向中国及其他少数几个国家出口芯片需要获得许可以来，英伟达一直被排除在中国市场之外。

The head of the Securities and Exchange Commission floated scaling the frequency of corporate disclosures to a firm’s size, as the regulator weighs changes to earnings report requirements. The SEC has been working on the overhaul following President Donald Trump ’s call last year to shift to semiannual reports from quarterly ones. SEC Chairman Paul Atkins previously vowed to fast-track the potential plan , saying the change could save companies significant time and money. Wall Street’s top regulator would need to send a draft proposal to the White House for review before it is released to the public for comment. Historically, SEC rulemaking efforts have averaged about 18 months from proposal to final rule. The Wall Street Journal reported Monday the regulator could publish the proposal as soon as April. Atkins didn’t comment Tuesday on the potential timing of the plan when he spoke to reporters at the Digital Chamber’s annual conference in Washington.

Over the last few weeks, technology companies reported their results for calendar 2025 and issued financial guidance for this year. Meanwhile, on Wall Street, the main theme that investors have been obsessing over is how much money big tech will be spending on artificial intelligence (AI) infrastructure this year. The big five hyperscalers guided for 2026 capital expenditure (capex) budgets as follows: Meta Platforms : $115 billion to $135 billion : $115 billion to $135 billion Amazon : $200 billion : $200 billion Microsoft : $150 billion (run rate) : $150 billion (run rate) Alphabet : $175 billion to $185 billion : $175 billion to $185 billion Oracle: $50 billion At the high end of those guidance ranges, the hyperscalers are expected to spend a whopping $720 billion on AI capex this year. With that in mind, one could expect the biggest beneficiaries to be AI chip designers such as Nvidia, Advanced Micro Devices, and Broadcom. However, the company I see benefiting the most from rising AI infrastructure spend is a quieter leader: Taiwan Semiconductor Manufacturing (TSM +1.93%). Taiwan Semiconductor's growth is astronomical, and it's not slowing down anytime soon Taiwan Semiconductor is the largest chip manufacturer in the world by revenue. With an estimated 71% share of the third-party chip foundry market, TSMC has become the foundry partner of choice for designers of GPUs, AI accelerators, and custom application-specific integrated circuits (ASICs). The company's competitive edge rests on its unmatched ability to manufacture the most cutting-edge, powerful, and transistor-dense chips without flaws and at scale. So as the hyperscalers keep doubling down on their AI data center buildouts, TSMC is a key manufacturer of the processor chips those facilities need. In essence, this means that when companies like Nvidia, AMD, and Broadcom publish strong results and issue encouraging guidance, Taiwan Semi is in the background, profiting from all of their successes. To get a ...

Nick Timiraos认为，美联储官员此次会议不再是何时降息，而是是否还能向市场维持降息预期的承诺。 3月17日，被市场称为“新美联储通讯社”的《华尔街日报》记者Nick Timiraos指出， 中东局势的持续升级很可能强化官员们维持利率不变的共识。 在此背景下，本周会议的焦点将集中于官员们如何就未来数月之后的政策路径发出信号。 若美联储在措辞或预测上释放出降息周期可能已终结的信号，将对利率预期及风险资产定价产生直接冲击。 Nick Timiraos指出有三个方面值得关注： 首先是政策声明。 在1月会议上，已有少数官员力推删除声明中暗示"下一步行动为降息"的相关表述，但未能成功。 若本次会议最终做出这一修改，将是美联储首次明确承认本轮宽松周期或已走到尽头，信号意义极为强烈。 第二个观察窗口是季度预测摘要（SEP）。 本次会议恰逢季度预测更新，19位与会官员将分别提交对通胀走势及未来数年利率水平的预判。 这份点阵图将直观呈现官员群体对降息时间表的最新集体判断，是衡量政策倾向变化的重要量化参考。 第三个窗口是会后新闻发布会。 Nick Timiraos强调，美联储主席鲍威尔可以通过发布会的表述，对前两项信号加以强化或弱化。 市场将密切解读其措辞，以判断美联储对政策转向的真实态度究竟偏向鹰派还是鸽派。 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。

NYMEX钯金主力合约跌超1%，现报1611.5美元/盎司。

Trump Admin Seeks Alternative Fertilizer Supplies Authored by Evgenia Filimianova via The Epoch Times (emphasis ours), The Trump administration is working on securing alternative fertilizer supplies for U.S. farmers as conflict with Iran threatens shipping through the Gulf, White House economic adviser Kevin Hassett said on March 17. A tractor spreads fertilizer on a field at a farm in Church Hill, Md., on March 20, 2025. Jim Watson/AFP via Getty Images Washington had already taken steps to offset potential shortages, including authorizing increased production in Venezuela and opening discussions with Morocco, Hassett said, speaking on CNBC’s “Squawk Box.” “ We’ve put established licenses for Venezuela to produce more fertilizer . We’ve had discussions with Morocco, which has the largest reserve of potash anywhere on Earth,” the White House adviser said. “And so we’ve been all over the fertilizer problem. And I’m not saying that we can eliminate what disruption there is so far, but we can minimize it for sure.” Fertilizer is critical to crop yields and the global food supply. Most fertilizers contain nitrogen, phosphorus, and potassium, the three primary nutrients needed for plant growth, according to the U.S. Environmental Protection Agency. Because of its importance, fertilizer supply disruptions can ripple through food systems. The effective closure of the Strait of Hormuz following the onset of the Iran war last month has led to a sharp disruption to global shipping, particularly for oil and energy flows, driving up prices and forcing importers to seek alternative routes. A March 11 report by the Center for Strategic and International Studies said that 20 to 30 percent of global fertilizer exports, including about 35 percent, of urea shipments, transited the Strait of Hormuz in 2023. European Union foreign policy chief Kaja Kallas warned on March 16 that shortages could have long-term consequences. “ If there is a lack of fertilizers this year, there’s going to ...

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Over the last few weeks, technology companies reported their results for calendar 2025 and issued financial guidance for this year. Meanwhile, on Wall Street, the main theme that investors have been obsessing over is how much money big tech will be spending on artificial intelligence (AI) infrastructure this year. The big five hyperscalers guided for 2026 capital expenditure (capex) budgets as follows: Meta Platforms : $115 billion to $135 billion : $115 billion to $135 billion Amazon : $200 billion : $200 billion Microsoft : $150 billion (run rate) : $150 billion (run rate) Alphabet : $175 billion to $185 billion : $175 billion to $185 billion Oracle: $50 billion At the high end of those guidance ranges, the hyperscalers are expected to spend a whopping $720 billion on AI capex this year. With that in mind, one could expect the biggest beneficiaries to be AI chip designers such as Nvidia, Advanced Micro Devices, and Broadcom. However, the company I see benefiting the most from rising AI infrastructure spend is a quieter leader: Taiwan Semiconductor Manufacturing (TSM +1.93%). Taiwan Semiconductor's growth is astronomical, and it's not slowing down anytime soon Taiwan Semiconductor is the largest chip manufacturer in the world by revenue. With an estimated 71% share of the third-party chip foundry market, TSMC has become the foundry partner of choice for designers of GPUs, AI accelerators, and custom application-specific integrated circuits (ASICs). The company's competitive edge rests on its unmatched ability to manufacture the most cutting-edge, powerful, and transistor-dense chips without flaws and at scale. So as the hyperscalers keep doubling down on their AI data center buildouts, TSMC is a key manufacturer of the processor chips those facilities need. In essence, this means that when companies like Nvidia, AMD, and Broadcom publish strong results and issue encouraging guidance, Taiwan Semi is in the background, profiting from all of their successes. To get a ...

teamtime/iStock Editorial via Getty Images It’s been a long time since I wrote an article about Grab Holdings Limited ( GRAB ), and actually, my article was Grab vs. Sea ( SE ), which you can check out in full here . At the time, I gave a hold rating for SE stock and a buy rating for Grab, and although Grab really has performed much better in this period, we are still talking about a 20% decline in the stock. At the time, I already liked Grab's valuation, because the solid growth prospects could already justify the market cap; that is, it really wasn't a super undervalued company or anything like that, but it was a company that was growing a lot, with dozens of optionalities and relevant moats. And now, in my view, little has changed in the Grab case. The Q4 results were not so encouraging, it's true, but they in no way invalidate the thesis. Actually, what changed most was not the long-term case itself, which, in my view, remains intact. What changed most was the market's perception and, consequently, the valuation, which opened a more interesting margin of safety. Grab's Risks And Why Market Seems Disappointed Starting with Q4, Grab disappointed the market by missing revenue by $34 million. It is a minor difference, but in revenue, the surprise was almost -4%, which is already something to be considered. But besides that, the outlook was also not super encouraging in the market's view. For 2026, Grab gave guidance of 20% to 22% of revenue growth and 20% for the period between 2025 and 2028. Grab Presentation Okay, these figures are very good, but the truth is that the market expected a bit more. For instance, for 2026, the market still estimates a YoY growth of 21%, in the middle of the guidance range, but a few months ago, the expectation was slightly better. For 2027 and 2028, the expectation is also 19%, and note that there were revisions of -7% for the 2028 top line, besides the long-term revisions that occurred in the last month. Seeking Alpha And this is a r...

融創中國發布業績預告。 預計去年虧損收窄，至最多130億元人民幣，低於對上一年的257億元人民幣虧損。主要由於錄得境外債務重組收益所致。 至於扣除有關因素後仍然虧損，是由於期內結轉收入大幅下跌，毛利率受壓，以及計提資產減值撥備，及或有負債撥備所致。

This article first appeared on GuruFocus. March 16, 2026 (Maple Hill Syndicate) The turnaround in the Nasdaq Stock Market happened sooner than I expected. Each March, I write a column about the Nasdaq. A year ago, I wrote that Nasdaq stocks flailing at the time because of President Trump's Liberation Day tariffs would probably be a fertile buying ground within three months. The turning point actually came in three weeks, not three months. Now, I think that the Nasdaq Composite Index, which is down more than 4% this year through March 13, will close the year with a decent gain. The Nasdaq has a dual personality. It is the home of most large technology stocks, and also some 3,000 smaller stocks. Small stocks tend to be more domestic and less international probably a good thing at the moment. And the big tech stocks remain the hub of innovation. Uncertainty abounds. We are battling Iran, and have a nasty trade tiff with China. The U.S. has imposed tariffs and offended a large number of countries. However, corporate profits are strong, some U.S. taxes have been reduced, and interest rates may come down if the Federal Reserve chooses. Hence, I predict a fairly normal year, with about a 10% gain for the Nasdaq. Each March, I recommend a few Nasdaq stocks. Here are five for consideration. Alphabet Last year I didn't include any technology members of the Magnificent Seven among my Nasdaq picks. But these seven ultra-popular stocks constitute about 52% of the Nasdaq Composite Index, even though the index contains about 3,300 stocks. This year, I'll recommend Alphabet Inc. (NASDAQ:GOOGL), the parent of Google, YouTube, Waymo and DeepMind. Its after-tax profit margin is more than 32%, and return on stockholders' equity is about 36%. Though the stock is down about 4% this year, it has appreciated more than 700% in the past decade. Ingredion Based in Westchester, Illinois, Ingredion Inc. (INGR) makes sweeteners, texturizers and other ingredients for food, beverages and animal nu...

由於軟件行業受人工智能應用衝擊，據報摩根大通暫停為軟件商Qualtrics進行總值53億美元的融資。 《彭博》報道，有關融資原分為兩部分，分別為33億美元的槓桿貸款以及20億美元債券，並由摩根大通牽頭安排。但最終因為投資者擔心，Qualtrics在軟件產業低迷下，承擔過高風險，因而煞停了融資安排。 Qualtrics目前有一筆總值約15億美元、於2030年到期債券，在二級市場交易價格跌至約86美仙，較二月時跌了一成多。

Dazman/E+ via Getty Images BHP ( BHP ) said post-market Tuesday it appointed current head of the company's Americas operations Brandon Craig as its new CEO , effective July 1, succeeding ​Mike Henry, who ​will step down after ⁠more than six years ​at the helm. Craig has served as President of BHP Americas since March 202, after leading the company's Western Australia iron ore business from 2020, giving him top-level experience ​across BHP's ( BHP ) two most important businesses; he has spent more than 20 years with the company. Henry joined the company in 2003 and has held various roles, including President of Coal, Chief Marketing Officer, and President of Minerals Australia, before holding the CEO position since the start of 2020. Henry reshaped the company during his tenure, streamlining the portfolio by scaling back coal and exiting oil and gas, and acquiring OZ Minerals and Filo Corp. to enhance the company's copper business, but also ​oversaw several failed attempts at buying ​Anglo ⁠American . More on BHP Group BHP Group Presents at 35th BMO Global Metals, Mining & Critical Minerals Conference - Slideshow BHP Group Is A Better Fit For All-Weather Portfolios Than Rio Tinto BHP: Decent Quarterly Results Tied To Copper, But Demand May Disappoint (Downgrade)

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Rockefeller Global Family Office’s Jimmy Chang, Wellington Management’s Brij Khurana, Amherst CEO Sean Dobson, TC Energy CEO François Poirier, BlackRock’s Jay Jacobs, LSEG’s Jharonne Martis, Spindrift CEO Dave Burwick, Scott Brothers Global Co-Founders and CEOs Drew & Jonathan Scott, Blank Rome’s Massimo D’Angelo, & Robinhood’s JB Mackenzie. (Source: Bloomberg)

電動車生產特斯拉與南韓LG能源簽署總值43億美元的電池購買合約。 早於去年七月，LG能源已透露有關交易。至近日美國政府證實，特斯拉就是這宗合約的購買方。這座磷酸鐵鋰電池廠房預計明年開始投產，產品將為特斯拉在休斯敦的儲能系統提供動力，打造國內電池供應鏈，合約期三年。 特斯拉目前所用的磷酸鐵鋰電池，主要來自中國供應商。

市場等待多國央行公布議息結果，並觀望中東戰事局勢發展。金價變動不大，現貨金價在每盎司5,000元附近徘徊。 紐約期金收市報5,008.2美元一盎司，升6美元，升幅百分之0.1。

On Tuesday, Nvidia (NVDA) CEO Jensen Huang expanded on his prediction that his company would see upward of $1 trillion in data center revenue through 2027. During a press Q&A session a day after Huang’s keynote at the company’s GTC event in San Jose, Calif., the CEO said that the $1 trillion figure only refers to sales of Nvidia’s Grace Blackwell and Vera Rubin chips, and that the final result will likely be higher. It didn’t, in other words, include potential revenue from the sale of the platforms Nvidia debuted on Monday, including its new Groq 3 chip and Groq LPX rack, Vera CPU rack, or storage rack system. The company’s Groq 3 and Vera chips are designed to assist with AI inferencing, or running AI, and agentic AI. Both inferencing and agentic AI are becoming increasingly important across the AI industry as more users begin using the technology and putting AI agents to work in both enterprise and consumer settings. Read more: The latest tech stock news and updates Huang said he initially provided the $1 trillion amount so that he had an apples-to-apples comparison to a projection he made during Nvidia’s GTC event in Washington, D.C. During that show, Huang said the company had a through-line to $500 billion in revenue by the end of 2026. But, he explained, adding the anticipated revenue from its Vera, Groq 3, and storage rack will push that amount well beyond $1 trillion. Huang went on to add that he didn’t initially include the additional projected revenue from Nvidia’s new products out of fear that it would confuse investors and give the impression that Blackwell and Vera Rubin weren’t responsible for the vast majority of those sales. While Huang didn’t provide an estimate for how much more revenue the latest products would add beyond $1 trillion, he pointed to a theoretical amount of $1.25 trillion. In a note to investors on Tuesday, Bernstein analyst Stacy Rasgon said that Nvidia CFO Colette Kress broke down the $1 trillion revenue further, saying that while...

AIS-MSCI EMU SmallCap ESG BROAA (LGWU.MU) 風險 Yahoo 財經

紐約期油收市報96.21美元一桶，升2.71美元，升幅近百分之3。 倫敦期油收市報103.42美元一桶，升3.21美元，升幅百分之3.2。