研究结果显示，该设施未发生放射性物质泄漏。 据央视新闻，当地时间21日上午，伊朗纳坦兹核设施遭美国和以色列袭击。伊朗方面称，此举违反了包括《不扩散核武器条约》在内的国际法律法规。袭击发生后，伊朗核安全系统中心在该设施区域内开展了放射性物质泄漏可能性的技术和专家研究。研究结果显示，该设施未发生放射性物质泄漏，周边居民未受到任何威胁。

格隆汇3月21日｜据伊朗塔斯尼姆通讯社，美国和以色列再次袭击伊朗纳坦兹铀浓缩设施。该设施目前未报告任何放射性物质泄漏，附近的居民暂无风险。

The Good Brigade/DigitalVision via Getty Images Although I often cover REIT stocks on this platform, today I'm exploring a different niche related to real estate and properties, the construction materials sector, and so it's a great opportunity to follow up on Martin Marietta ( MLM ), who is up nearly +22% since I recommended holding it back in my Dec. 2023 coverage. At the time, I was optimistic about this company's top-line growth potential, but also thought they seemed too overvalued to buy. This time around, I'll be reviewing not only results from their Feb. 11th earnings results but also reviewing this company across 8 rating categories. Thesis Summary This time around, I'm upgrading this stock to a buy, and the rating worksheet below shows what categories drove this score: MLM - rating worksheet (author) My updated view will show that despite some macro headwinds in residential construction, as well as technical price trends turning bearish, several fundamental strengths exist for Martin Marietta and the most notable are business growth, improving operating margins with a positive EBITDA guidance for FY26, investment-grade credit ratings, proven dividend growth through cycles, and a positive share price forecast. Macro & Sector Outlook Based on the macroeconomic and sector forecasts I considered, I am bearish on this stock. Consider first what line of business this firm is in, from its product portfolio , and that is a focus on construction materials including concrete, asphalt, and aggregates, for instance. Because of this, I think this firm will be heavily impacted by forces impacting the construction sector. Research published this month in a major financial site , citing the research firm Research And Markets, pointed to a weak 2025 so far in this niche: In developed markets such as the US and Western Europe, elevated interest rates and weak sentiment continue to weigh on residential building. US construction spending is estimated to have fallen by 0.4% in...

Micron Technology has been one of the top performers on the stock market in 2026, with its shares rising an impressive 62% this year, as of this writing. The memory specialist's share price rally is driven by a terrific increase in revenue and earnings, and the good news is that it can sustain its growth. Even with its strong showing, Lumentum (LITE 8.65%) and Western Digital (WDC 7.51%) have outperformed Micron this year. While Lumentum is up 90% in 2026, Western Digital has posted an 77% gain. Importantly, both these tech stocks are likely to soar higher as each should benefit from lucrative artificial intelligence (AI)-fueled growth trends. Let's take a closer look at the catalysts that could send them soaring. Lumentum caters to a fast-growing AI niche AI data centers need fast connectivity to move massive datasets quickly. This ensures that AI workloads -- such as training large language models or inference applications -- aren't hindered by slow data transmission. Lumentum's optical and photonic products help solve this potential bottleneck. The company sells switches, optical products, and lasers focused on enhancing the bandwidth of networks and enabling high-speed data transfers. Not surprisingly, its products are in great demand from hyperscalers. Expand NASDAQ : LITE Lumentum Today's Change ( -8.65 %) $ -66.77 Current Price $ 705.36 Key Data Points Market Cap $50B Day's Range $ 680.99 - $ 787.15 52wk Range $ 45.65 - $ 787.45 Volume 369K Avg Vol 5.5M Gross Margin 30.62 % As noted by Lumentum CEO Michael Hurlston on the company's February earnings call: We are now recognized as a foundational engine of the AI revolution. Virtually every AI network is powered by Lumentum technology, either through our direct hyperscaler partnerships or as the critical component supplier that enables our network equipment manufacturer customers. The robust demand for Lumentum's networking products is evident in its remarkable revenue and earnings growth. The company released ...

Barry speaks with Bill Miller IV, Chief Investment Officer and the Portfolio Manager for the Miller Value Fund about his start in investing. They discuss the rise of bitcoin, and how it may mirror technology in general. They also discuss his firm's approach to high concentration and conviction investing. (Source: Bloomberg)

On 18 March 2026, Samsung Electronics announced a memorandum of understanding with AMD to expand their collaboration on next-generation AI memory and computing, centering on primary HBM4 supply for the Instinct MI455X GPU, advanced DDR5 for 6th Gen EPYC “Venice” CPUs, and exploring future foundry manufacturing. This deepened tie-up suggests AMD is working to secure critical high-bandwidth memory and potential manufacturing capacity, a key consideration for scaling its AI accelerator and data center roadmap against intense industry competition. We’ll now examine how this expanded Samsung HBM4 and potential foundry partnership could influence AMD’s existing investment narrative and risk-reward balance. Capitalize on the AI infrastructure supercycle with our selection of the converting record-breaking demand into massive cash flow. Advertisement Advanced Micro Devices Investment Narrative Recap To own AMD, you have to believe its data center and AI roadmap can translate into durable growth while justifying a premium valuation. The Samsung MOU looks incrementally helpful for near term AI accelerator supply and system scaling, but it does not remove the biggest risk right now: intense competition and high expectations around MI350 and the broader Instinct and EPYC ramp, where execution and supply chain reliability still have to be proven in volume. Among recent moves, AMD’s Helios rack scale AI platform collaboration with Celestica ties in closely with the Samsung HBM4 agreement, because both target full stack AI systems rather than just chips. If Helios adoption and large cluster builds progress as analysts expect, secure HBM4 and DDR5 supply could support that catalyst; if Helios ramps more slowly, even strong component partnerships may not translate into the revenue trajectory implied in current forecasts. Yet at the same time, investors should be aware that growing reliance on external manufacturing partners could leave AMD more exposed if ... Advanced Micro Devices'...

Khosrork/iStock Editorial via Getty Images Introduction CBRE Group ( CBRE ) closed out 2025 with good performance across most segments, expanding margins and continued momentum in its higher-margin business segments. The company is clearly benefiting from a more diversified business mix and operational discipline, even as parts of the commercial real estate cycle remain under pressure. However, despite these strengths, I think the market may be getting ahead of itself in pricing in a quick recovery through 2026. Transaction activity still looks uneven, office fundamentals are lagging, and macro conditions remain uncertain. While I think AI fears around the CRE space are overblown, I do think at this valuation the stock looks fairly priced. In this article, I’ll break down the recent quarter and recap the year, evaluate the company’s outlook and the risks I see, and explain why I’m issuing a ‘hold’ rating at this time. A look at CBRE’s Q4 results CBRE Group reported a mixed quarter for Q4’25 with revenues of $11.63 billion, up 12% year over year. On EPS, the company’s earnings per share were $2.73, up 18% year over year thanks to better investment sales and leasing volumes, high margin businesses that were relatively strong despite overall macro conditions. When looking at the results by segment, Advisory Services led the way with leasing revenue of $2.9 billion, up 14% globally, driven by 29% growth in Continental Europe, 16% in the U.K., and 12% in the US. In the US, data centers more than doubled, and industrial leasing rose 20% amid accelerating big-box logistics demand and proactive tenant activity ahead of expirations. U.S. Capital Markets sales revenue jumped 27%, led by office and multifamily, and mortgage origination fees grew over 20%. In the Building Operations and Experience segment, CBRE benefited from 18% growth in local facilities management. Pockets of strength in geographies like the Americas and Western Europe were notable alongside enterprise gains...

“谢谢你在五年前给了我们一个投资宇树的机会。” 3月19日小米发布会上，雷军当着全场观众的面，对站在身旁的王兴兴说了这句话。第二天，3月20日，上交所官网显示： 宇树科技科创板IPO申请获正式受理。 时间点卡得如此精准，让人不得不感叹——雷军果然眼光毒辣。五年前投进去的钱，如今即将变成一只所有人都想持有的股票。 这不是夸大其词。 根据IT桔子数据，截至2026年3月20日，中国机器人赛道今年已有融资事件207起，其中人形机器人融资133起，共115家公司拿到钱。 而在所有这些一级市场的机器人公司里，宇树是唯一一个已经盈利、毛利率逼近60%、人形机器人出货量全球第一、并且正式叩开A股大门的。 招股书写得很明白：2025年营收约17.08亿元，同比增长335%；扣非后净利润超6亿元；拟募资42.02亿元。更难得的是，宇树2024年就实现盈利，2025年毛利率冲到60.27%，人形、四足机器人毛利都超60%，同行大多还在亏损或毛利不足30%。42亿募资里，超20亿将砸向具身大模型等核心技术，还要扩产能到年产人形机器人7.5万台、四足11.5万台。 当同行们还在烧投资人的钱做样机时，宇树已经能把人形机器人卖出5500台，平均售价压到16.76万元，还能保持62.9%的毛利率。 这就是硬科技的残酷法则——谁能先把实验室里的技术变成用户愿意买单的产品，谁就能在资本市场上拿到最高的定价权。 从四足到人形， 宇树的“产品跃迁” 翻开宇树的收入结构，你会发现一条清晰的战略转型轨迹。 2022年，公司主营业务收入1.21亿元，四足机器人占比76.57%，是绝对主力。那时候宇树给人的印象还是“做机器狗的”。截至目前，宇树四足机器人累计卖了超3万台，全球份额第一，稳赚现金流、规模化生产。 2023年8月，宇树首款全尺寸人形机器人H1面市，当年只卖了5台，收入296.71万元，几乎可以忽略不计。 2024年，中型人形机器人G1正式量产，售价9.9万元起，成为宇树首款规模化推向市场的通用人形机器人，开启了人形机器人商业化落地的关键进程。这一年，宇树实现了盈利。 转折点发生在2025年。年初，宇树16台H1人形机器人登上央视春晚，在张艺谋导演的节目《秧BOT》中完成全AI驱动的集群舞蹈表演，公司创始人王兴兴亲自站台助力。一夜之间，“人形机器人”成为了大众热议的科技焦点。 到2025年前三季度，宇...

Investment Research Partners LLC purchased a new position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 55,754 shares of the computer hardware maker's stock, valued at approximately $11,543,000. NVIDIA comprises 5.2% of Investment Research Partners LLC's investment portfolio, making the stock its biggest position. Several other institutional investors and hedge funds have also modified their holdings of NVDA. Winnow Wealth LLC acquired a new stake in shares of NVIDIA in the second quarter worth about $32,000. Longfellow Investment Management Co. LLC increased its holdings in shares of NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after acquiring an additional 67 shares during the last quarter. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA in the 2nd quarter valued at approximately $40,000. Sellwood Investment Partners LLC bought a new position in shares of NVIDIA in the 3rd quarter valued at approximately $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in NVIDIA in the 2nd quarter worth approximately $54,000. Institutional investors and hedge funds own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up NVIDIA Stock Performance NASDAQ NVDA opened at $172.76 on Friday. The company's fifty day moving average is $184.60 and its two-hundred day moving average is $184.11. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The firm has a market capitalization of $4.20 trillion, a price-to-earnings ratio of 35.26, a P/E/G ratio of 0.60 and a beta of 2.33. NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its quarterly earnings data on Wedne...

Investment Research Partners LLC bought a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 12,152 shares of the software giant's stock, valued at approximately $6,581,000. Microsoft makes up approximately 3.0% of Investment Research Partners LLC's holdings, making the stock its 7th largest holding. A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC raised its stake in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new position in Microsoft in the 3rd quarter worth approximately $38,000. LSV Asset Management purchased a new position in Microsoft during the 4th quarter worth approximately $44,000. Sellwood Investment Partners LLC purchased a new position in Microsoft during the 3rd quarter worth approximately $49,000. Finally, University of Illinois Foundation acquired a new stake in Microsoft during the 2nd quarter valued at approximately $50,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors. Get Microsoft alerts: Sign Up Microsoft Stock Down 2.0% MSFT stock opened at $381.35 on Friday. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The firm's fifty day moving average is $418.85 and its 200 day moving average is $472.25. The firm has a market cap of $2.83 trillion, a PE ratio of 23.85, a P/E/G ratio of 1.52 and a beta of 1.10. Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, J...

Investment Research Partners LLC acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 26,301 shares of the iPhone maker's stock, valued at approximately $7,093,000. Apple comprises about 3.2% of Investment Research Partners LLC's investment portfolio, making the stock its 6th biggest holding. Other large investors have also recently modified their holdings of the company. First National Bank of Hutchinson lifted its position in shares of Apple by 24.6% during the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock worth $8,845,000 after acquiring an additional 6,982 shares in the last quarter. Eagle Capital Management LLC grew its position in shares of Apple by 0.5% in the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock valued at $13,544,000 after purchasing an additional 272 shares in the last quarter. Brighton Jones LLC raised its stake in shares of Apple by 14.8% during the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock valued at $134,554,000 after purchasing an additional 69,207 shares during the period. Revolve Wealth Partners LLC raised its stake in shares of Apple by 4.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock valued at $16,742,000 after purchasing an additional 2,695 shares during the period. Finally, Highview Capital Management LLC DE lifted its holdings in Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock worth $12,587,000 after purchasing an additional 1,155 shares in the last quarter. Hedge funds and other institutional investors own 67.73% of the company's stock. Get Apple alerts: Sign Up Analysts Set New Price Targets...

Payne Capital Management LLC increased its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 31.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 13,640 shares of the iPhone maker's stock after buying an additional 3,247 shares during the quarter. Apple accounts for about 1.1% of Payne Capital Management LLC's portfolio, making the stock its 18th biggest holding. Payne Capital Management LLC's holdings in Apple were worth $3,473,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank acquired a new stake in shares of Apple in the second quarter valued at approximately $38,942,255,000. Nuveen LLC acquired a new position in Apple during the first quarter worth $17,472,482,000. PKS Advisory Services LLC grew its position in Apple by 98,917.0% in the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock valued at $12,106,000 after purchasing an additional 57,898,088 shares in the last quarter. Laurel Wealth Advisors LLC grew its position in Apple by 20,464.8% in the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock valued at $5,553,753,000 after purchasing an additional 26,937,401 shares in the last quarter. Finally, Northern Trust Corp increased its stake in Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after buying an additional 20,079,472 shares during the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock. Get Apple alerts: Sign Up Key Apple News Here are the key news stories impacting Apple this week: Apple Price Performance Shares of NASDAQ AAPL opened at $247.99 on Friday. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equ...

Billionaire Bill Ackman is the founder of Pershing Square Capital Management, one of the 20 most profitable hedge funds in history as measured by net gains, according to LCH Investments. That makes him an excellent source of inspiration. As of December, Pershing Square had 25% of its portfolio invested in two artificial intelligence (AI) stocks: 14% in Amazon (AMZN 1.66%) and 11% in Meta Platforms (META 2.11%). That screams high conviction. Here's what investors should know. Amazon: 14% of Bill Ackman's hedge fund Bill Ackman's investment thesis for Amazon centers on its strong presence in e-commerce and cloud services. The company runs the largest online marketplace in North America and Western Europe, and Amazon Web Services (AWS) is the largest public cloud in terms of infrastructure and platform services spending. Amazon is using artificial intelligence (AI) to drive revenue growth and improve profitability. Amazon has developed hundreds of generative AI applications to make its retail operations more efficient, including tools that optimize inventory placement, workforce management, and robot navigation. Ackman thinks those innovations, coupled with strong growth in advertising revenue, could drive "significant margin expansion." Indeed, excluding one-time charges, Amazon's operating margin rose 1.5 percentage points in the fourth quarter. Meanwhile, AWS has added dozens of AI products and services, including custom chips (a business where sales are increasing at a triple-digit pace), developer tools, and AI agents for coding, observability, and security. Ackman thinks those innovations not only extend but also potentially accelerate AWS sales growth. Indeed, cloud revenue increased 24% in the fourth quarter, the fastest growth in 13 quarters. Amazon shares are currently 16% below their high, partly because investors are concerned about how much money the company is investing in artificial intelligence. But Morgan Stanley analysts believe that spending is justi...

Key Points Billionaire Bill Ackman is one of the most successful hedge fund managers in history, as measured by net gains. Ackman believes Amazon's investments in artificial intelligence (AI) will drive retail margin expansion and cloud revenue growth. Ackman believes Meta Platforms' popular social media networks are essential advertising platforms for brands. 10 stocks we like better than Amazon › Billionaire Bill Ackman is the founder of Pershing Square Capital Management, one of the 20 most profitable hedge funds in history as measured by net gains, according to LCH Investments. That makes him an excellent source of inspiration. As of December, Pershing Square had 25% of its portfolio invested in two artificial intelligence (AI) stocks: 14% in Amazon (NASDAQ: AMZN) and 11% in Meta Platforms (NASDAQ: META). That screams high conviction. 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 » Here's what investors should know. Amazon: 14% of Bill Ackman's hedge fund Bill Ackman's investment thesis for Amazon centers on its strong presence in e-commerce and cloud services. The company runs the largest online marketplace in North America and Western Europe, and Amazon Web Services (AWS) is the largest public cloud in terms of infrastructure and platform services spending. Amazon is using artificial intelligence (AI) to drive revenue growth and improve profitability. Amazon has developed hundreds of generative AI applications to make its retail operations more efficient, including tools that optimize inventory placement, workforce management, and robot navigation. Ackman thinks those innovations, coupled with strong growth in advertising revenue, could drive "significant margin expansion." Indeed, excluding one-time charges, Amazon's operating margin rose 1.5 percentage points in the fourth quarter. Meanwhi...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Federal prosecutors have indicted Super Micro Computer’s co founder and others over alleged illegal exports of Nvidia powered AI servers to China involving at least US$2.5b in equipment. The case centers on potential violations of US export controls tied to advanced Nvidia AI chips and high performance server systems. Super Micro is cooperating with authorities, and the investigation brings Nvidia’s role as a key supplier of AI accelerators into focus. Shares of both companies have already seen sharp moves as investors react to regulatory and compliance concerns. Enterprise buyers are reported to be shifting some AI server orders toward peers such as Dell that are viewed as having stronger compliance processes. For investors looking at NasdaqGS:NVDA, this situation is closely connected to Nvidia’s core business in AI accelerators and data center platforms. The company’s chips are widely used in high end AI servers, making any export control scrutiny especially relevant for how hardware flows through global supply chains. Looking ahead, the key watchpoints are how export control rules are enforced, how Nvidia’s partners manage compliance, and whether enterprise customers keep reallocating orders. For you as an investor, the focus is likely to stay on regulatory disclosures, any changes in Nvidia’s channel policies, and signs that demand is being re routed across different OEMs and regions. Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA. NasdaqGS:NVDA 1-Year Stock Price Chart Is NVIDIA's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis. The Super Micro indictments bring export controls directly into Nvidia’s orbit be...

清晨五点，吉林珲春气温仍在零下。小卡（化名）裹紧外套，举起他的长焦镜头，等待国家一级保护动物虎头海雕现身。 自2025年2月在云南德宏州盈江县开启观鸟之旅以来，小卡在一年内足迹已遍布中国80%的省份，近三个月开车近1.6万公里，北至大兴安岭，南到海南岛，西抵喀什，东达珲春。 一年下来，他花在观鸟上的费用超过百万。 像小卡这样的“发烧友”并非个例。观鸟热潮不仅催生了庞大的消费市场，也开始吸引全球目光，越来越多的外国人正专程飞来中国，追寻这里的珍稀羽翼。 上百万花哪了 天气渐暖，各个公园里总能看到这样的身影：一群身穿登山鞋、黑色冲锋衣的人，手臂一直举着相机，镜头比前臂还长。他们安静等待，但每次快门按下的声音都带着黄金落地的回响。 鸟类爱好者在距离较远的地方用长焦镜头抓拍鸟类，也被称为“打鸟”。 辽阔的观鸟地图背后，是小卡密集的行程和高强度的投入。今年2月，30岁出头的他独自前往珲春拍摄虎头海雕。 小卡介绍，近年来，虎头海雕已稳定在珲春越冬，活动时间规律。为捕捉清晨光线，他每天凌晨五点起床守候。 小卡正在打鸟受访者供图 在装备方面，小卡透露，截至目前他在观鸟设备上的累计投入已超过40万元。此次前往珲春，他带上了两台微单相机、一只超长焦和一只长焦镜头，以及一套热成像设备，此次出行所带的设备累计25万元左右。 “虽然热成像设备使用频率最低，但每次用它找到动物的时候都万分激动。”不过在他看来，与观鸟过程中产生的交通、住宿等多元复杂的出行开销相比，设备的投入并不算多。 此外，小卡还花了20余万元改装了自己的铃木吉姆尼，安装了行李架、车顶箱、大屏导航、储物架，换了轮胎，调整汽车悬挂等。 令小卡印象深刻的是一次观鸟经历是在2026年年初，他在海南儋州拍到了一只带旗标脚环的黑脸琵鹭。起初，小卡并未在意，后经网上查询，发现这只鸟的脚环是在韩国仁川上环。由于多位拍摄者上传过目击记录，这只黑脸琵鹭的迁徙路径清晰可循。小卡随即也上传了自己的观测信息。 小卡拍摄到的带旗标脚环的黑脸琵鹭受访者供图 “能为鸟类监测、为科学研究做一点贡献，真的非常开心。”小卡说。 小卡的“疯狂”，在观鸟圈里并非个例。 今年50岁的资深观鸟爱好者混沌牛（化名）回忆道，自己从小就对生物学抱有浓厚兴趣，但在大学选择了计算机专业，毕业后也一直从事IT工作。在他近期的职业转折点上，过往积累的观鸟经验让他成为了一名鸟导。 鸟导是...

Iran war's energy impact forces world to pay up, cut consumption Reuters

发言人称若打击伊朗基础设施，伊朗将攻击美以更重要的基础设施。 据央视新闻，伊朗武装部队哈塔姆安比亚中央总部发言人当地时间21日表示，伊朗“正在霍尔木兹海峡采取重大行动”。发言人强调，“如果打击伊朗的基础设施，伊朗将攻击（美以）更重要、更关键的基础设施”。

NVIDIA NASDAQ: NVDA founder and CEO Jensen Huang used his GTC keynote to frame the company as a “platform company” built around three core offerings: its CUDA-X software stack, NVIDIA systems, and a newer concept he described as “AI factories.” Huang repeatedly returned to a central theme: ecosystems and vertical integration paired with open, horizontal integration across clouds, OEMs, and enterprise platforms. Get NVIDIA alerts: Sign Up CUDA at 20 years and the “flywheel” of installed base Huang said GTC marked the 20th anniversary of CUDA, which he described as foundational to NVIDIA’s strategy and installed base. He argued that CUDA’s growth created a reinforcing cycle: a large installed base attracts developers, developers create new algorithms and breakthroughs, those breakthroughs open new markets, and markets expand the installed base. He also emphasized that NVIDIA supports “every single phase of the AI life cycle,” and suggested that the breadth of CUDA-enabled applications extends the useful life of deployed GPUs. As one example, he said cloud pricing for Ampere-based instances has been rising even years after launch, attributing it to continued software optimization and broad application support. Accelerating structured and unstructured data with cuDF and cuVS Huang highlighted what he called the “ground truth” role of structured data in enterprise computing and argued that AI systems and agents will increasingly rely on both structured databases and unstructured data sources such as PDFs, video, and audio. NVIDIA, he said, built two “foundational libraries” for this shift: cuDF for accelerating data frames and structured data processing for accelerating data frames and structured data processing cuVS for vector search and semantic access to unstructured data He announced several examples of adoption and integrations discussed during the keynote: IBM is accelerating watsonx.data SQL engines with NVIDIA GPU computing libraries. In a case study cited in the...

Our Discounted Cash Flow (DCF) analysis suggests JD.com is undervalued by 55.6%. Track this in your watchlist or portfolio , or discover 52 more high quality undervalued stocks . When all projected free cash flows are discounted back, the model arrives at an estimated intrinsic value of US$61.38 per share. Compared with the recent share price of US$27.27, this implies an intrinsic discount of about 55.6%, indicating that JD.com is trading at a substantial discount to this DCF estimate. For JD.com, the model used is a 2 Stage Free Cash Flow to Equity approach built on cash flow projections. The latest twelve month free cash flow is a loss of CN¥8.40b. Analysts provide explicit free cash flow estimates for the next few years. Simply Wall St then extrapolates these further out with ten year projections that include figures such as CN¥42.78b for 2026 and CN¥53.78b for 2029, all in CN¥ terms. A Discounted Cash Flow, or DCF, model estimates what a business could be worth today by projecting its future cash flows and discounting them back to a present value. It focuses on the cash the company may generate for shareholders rather than just current earnings. In this context, JD.com records a valuation score of 5 out of 6 . This indicates that several valuation checks suggest the shares may be undervalued. The sections that follow compare different valuation approaches, and the article concludes with a discussion of an additional way to think about value. These moves have kept JD.com in focus as investors reassess large China-focused online retailers amid changing sentiment toward the sector. Broader news around Chinese consumer demand, competition in e-commerce and regulatory attention on large platforms continues to shape how investors think about risk and potential reward in this area. The share price has shown weak momentum recently, with a 3.7% decline over the last week, a 0.5% slip over 30 days, and returns of 7.7% lower year to date and 33.6% lower over the past year....

Dividend stocks have been in high demand this year as investors seek a safe haven from stock market volatility. The Dow Jones U.S. Dividend 100 Index is up nearly 12% year to date, easily beating all of the major market indexes. Even the broader Morningstar US Dividend Growth Index is beating the S&P 500 and Nasdaq indexes, up about 3% year to date. Good dividend stocks are in demand for a couple of reasons. One, in a market with negative returns, they pay out income, often at an elevated yield, no matter how the stock performs. But also, dividend stocks tend to be offered by more value-oriented, stable companies that perform relatively well in choppy market conditions. In addition, the dividend can be reinvested in the stock to boost returns. Here are three dividend stocks to consider for March that tick off one or more of these boxes. 1. Ares Capital If you are looking for pure high dividend yields, then Ares Capital (ARCC 1.24%) is an excellent choice. Ares Capital is a business development company (BDC), which is mandated by federal statute to pay out 90% of taxable income to shareholders in dividends, in exchange for certain tax breaks. They are quite simply built for dividends. Expand NASDAQ : ARCC Ares Capital Today's Change ( -1.24 %) $ -0.23 Current Price $ 17.96 Key Data Points Market Cap $13B Day's Range $ 17.91 - $ 18.29 52wk Range $ 17.59 - $ 23.41 Volume 197K Avg Vol 7.3M Gross Margin 75.68 % Dividend Yield 10.69 % Ares Capital lends money to mid-sized companies across industries to help them grow, restructure, make acquisitions, or accomplish other goals. As of Dec. 31, 2025, it had invested $29.5 billion in 603 companies, with the majority in senior secured loans, meaning they get paid back first if the company goes under. Ares Capital pays out a quarterly dividend of $0.48 per share at a ridiculously high yield of 10.7%. That's one of the highest yields you'll find. It has not raised its dividend in three years, but it has not lowered it either, mai...

Every time SpaceX launches a partially reusable Falcon 9 spacecraft into orbit, it charges its customer up to $74 million. According to SpaceX's launch capabilities and services page, these rockets can carry 22 tons of cargo to low Earth orbit when operating in expendable mode -- a bit less when the first stage is reused. But what do you think SpaceX might charge for launching a payload of five or more times that 22-ton size -- 100 to as many as 150 tons? Would SpaceX charge $370 million, perhaps -- five times the price of a Falcon 9 launch? Or might it charge less than that, undercutting its competition at United Launch Alliance, Arianespace, and Blue Origin on price, at the same time as it outclasses them in performance? Turns out, the second answer is the correct one. We just learned how much SpaceX plans to charge for a fully maxed out, dedicated Starship launch (once Starship is certified for commercial launches): $90 million. From $74 million to $90 million We learned this, incidentally, from a most unexpected source. One of SpaceX's first customers for Starship: Voyager Technologies (VOYG 6.04%). In its 10-K filing with the SEC last week, space company Voyager reminded shareholders that it has a contract in place to launch its first-ever space station, Starlab, atop a SpaceX Starship sometime in 2029. We knew that already, of course. What we didn't know was the cost of the launch. That answer, too, resides deep within the 10-K, where on page 138 Voyager discloses that "one launch at a future estimated launch date" will cost it $90 million. Voyager didn't say straight out and all in one place: "We're paying $90 million to SpaceX to launch on Starship." But it said the two things separately in two different places -- and made it easy for investors to connect the dots. A steal of a deal It's difficult to overemphasize how important this price is for Voyager. For $90 million, in one single launch, it will put in orbit a space station with 400 cubic meters of volu...

Key Points Ares Capital is a BDC that pays out a 10.7% dividend yield. S&P Global has raised its dividend for 53 straight years. American Express just approved a huge dividend increase. 10 stocks we like better than Ares Capital › Dividend stocks have been in high demand this year as investors seek a safe haven from stock market volatility. The Dow Jones U.S. Dividend 100 Index is up nearly 12% year to date, easily beating all of the major market indexes. Even the broader Morningstar US Dividend Growth Index is beating the S&P 500 and Nasdaq indexes, up about 3% year to date. 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 » Good dividend stocks are in demand for a couple of reasons. One, in a market with negative returns, they pay out income, often at an elevated yield, no matter how the stock performs. But also, dividend stocks tend to be offered by more value-oriented, stable companies that perform relatively well in choppy market conditions. In addition, the dividend can be reinvested in the stock to boost returns. Here are three dividend stocks to consider for March that tick off one or more of these boxes. 1. Ares Capital If you are looking for pure high dividend yields, then Ares Capital (NASDAQ: ARCC) is an excellent choice. Ares Capital is a business development company (BDC), which is mandated by federal statute to pay out 90% of taxable income to shareholders in dividends, in exchange for certain tax breaks. They are quite simply built for dividends. Ares Capital lends money to mid-sized companies across industries to help them grow, restructure, make acquisitions, or accomplish other goals. As of Dec. 31, 2025, it had invested $29.5 billion in 603 companies, with the majority in senior secured loans, meaning they get paid back first if the company goes under. Ares Capital pays out a quar...

Got story updates? Submit your updates here. › CIBC Private Wealth Group LLC, an institutional investor, has reduced its stake in Intel Corporation (NASDAQ:INTC) by 32.5% during the third quarter, according to a recent SEC filing. The firm now owns 340,427 shares of the chip maker's stock, down from 504,368 shares previously. Why it matters This move by a major institutional investor highlights ongoing uncertainty around Intel's performance and outlook, as the company faces increasing competition in the semiconductor market from rivals like AMD and NVIDIA. Investors will be closely watching Intel's next earnings report and guidance for signs of a turnaround. The details According to the SEC filing, CIBC Private Wealth Group sold 163,941 Intel shares during the third quarter, reducing its total stake by 32.5%. The firm now holds 340,427 shares of Intel stock, valued at approximately $11.4 million as of the most recent filing. The sale comes as Intel has faced a range of challenges, including delays in its chip roadmap, market share losses, and increased competition from rivals in both the PC and data center markets. CIBC Private Wealth Group reduced its Intel stake during the third quarter of the year. The players CIBC Private Wealth Group LLC An institutional investor and asset management firm. Intel Corporation A leading global semiconductor company and manufacturer of processors, chipsets, and other components. Got photos? Submit your photos here. › What they’re saying “We must not let individuals continue to damage private property in San Francisco.” — Robert Jenkins, San Francisco resident

石油上涨引发的震荡波动率还没释放出来。 3月20日，霍尔木兹海峡航运危机持续发酵，知名经济学家付鹏表示，全球投资者还在心存侥幸，石油上涨引发的震荡波动率还没释放出来，也许到下周市场就绷不住了。

A positive start to the year for Alibaba Group Holding Ltd. (BABA 1.90%) has turned decidedly negative. That's especially true after the Chinese e-commerce and cloud services company reported the results from its 2025 December quarter on Thursday, with Alibaba's shares tumbling 7%. Alibaba stumbled again in many investors' eyes, with earnings plunging 66% year over year. But is a rebound closer than it looks? Expand NYSE : BABA Alibaba Group Today's Change ( -1.90 %) $ -2.37 Current Price $ 122.53 Key Data Points Market Cap $275B Day's Range $ 122.09 - $ 126.30 52wk Range $ 94.97 - $ 192.67 Volume 690K Avg Vol 12M Gross Margin 40.43 % Dividend Yield 0.86 % Investing in AI acceleration It's important to understand why Alibaba's bottom line deteriorated so much. The good news is that it wasn't because the business is in dire trouble. Alibaba's revenue still rose, albeit only slightly, at 2% year over year. The significantly lower earnings were primarily due to technology investments. Alibaba CEO Eddie Wu said in the earnings call that his company is making "a critical investment oriented toward the future." Any investments focused on artificial intelligence (AI) infrastructure could be a smart long-term move for Alibaba. Alibaba Cloud's revenue soared 36% year over year in the latest quarter. AI-related product revenue grew by triple digits for the tenth consecutive quarter. Wu believes this growth is only the tip of the iceberg. He told analysts in the quarterly conference call, "With the dawn of the AI agent era, the addressable market for AI infrastructure providers like Alibaba is set to grow exponentially." Wu stated that Alibaba's goal over the next five years is to exceed $100 billion in combined cloud and AI external revenue, including revenue from its Model-as-a-Service (MaaS) platform. This figure represents roughly 61% of the company's annualized revenue run rate. A dirt cheap stock in need of a catalyst With its shares trading at only 12 times projected 20...