Delta Airlines is temporarily suspending specialty services to member of Congress due to resource constraints from the ongoing shutdown of DHS. (Image credit: SAUL LOEB/AFP via Getty Images)

Key PointsDirector Victor Fetter acquired 3,500 shares in a direct open-market purchase for a transaction value of approximately $150,000 at around $42.73 per share on Feb. 25, 2026.

Microsoft (MSFT) Expands Data Center Capacity in Texas GuruFocus

Microsoft (MSFT) Leases Data Center in Texas Previously Held by Oracle (ORCL) and OpenAI GuruFocus

Venture Global has adequate long-term supply of LNG, CEO says Reuters

格隆汇3月25日｜瑞士央行行长：政策利率是主要工具，但也存在进行外汇干预更为合适的情况。

peshkov/iStock via Getty Images Yung-Yu Ma, chief investment strategist at PNC Asset Management, believes that investors seeking growth should maintain broad exposure to technology stocks ( VGT ), ( XLK ), ( IYW ) despite recent volatility in the sector. In an interview with CNBC, Ma argued that tech remains the most attractive area for investors, particularly as economic uncertainty stemming from geopolitical tensions and energy market disruptions threatens growth in other sectors. “Where you’re looking for growth, especially if growth becomes scarce, the tech is the area broadly speaking,” Ma said. While acknowledging that software stocks ( IGV ), ( IGPT ), ( XSW ) have faced pressure from AI-related disruptions, including reactions to new product releases from companies like Anthropic ( ANTHRO ), Ma maintained that these setbacks represent temporary “bumps in the road” rather than fundamental problems with the sector. Ma emphasized that investors should think broadly when considering tech exposure, including hardware names, AI-related plays, and communications-related stocks. He noted that even software companies experiencing “bottoming action” shouldn’t be completely avoided, particularly the stronger players. This diversified approach, he suggested, serves as a hedge against inflation potentially lasting longer than markets currently anticipate. For investors seeking a simpler route to tech exposure, Ma pointed out that the S&P 500 ( SP500 ) now comprises approximately 50% of technology or tech-adjacent companies. “That’s certainly a way to go,” he acknowledged, though he noted that more targeted exposure could benefit investors who recognize that economic shocks often leave the market landscape looking different than before. In contrast to tech’s relative stability, Ma expressed caution about other sectors. Energy market ( XLE ), ( AMLP ), ( VDE ) disruptions are putting pressure on profit margins and straining consumer budgets, while financials ( XLF ), ( VFH...

AMD Adds RDNA 4m GPU Targets “GFX1171” And “GFX1172”, Hinting At Next-Gen Zen 6 APU Graphics Wccftech

伊朗已开始向部分途经霍尔木兹海峡的商船收取通行费，进一步显示出德黑兰对这条全球最重要海上能源通道的掌控。 知情人士表示，费用按临时方式逐笔收取，单个航次最高可达200万美元，实际上相当于在这条水道上设立了一种非正式的“过路费”。知情人士称，一些船只已经支付了费用，但包括使用何种货币等具体支付机制尚不明确，而且这种做法似乎并非系统性安排。 知情人士称，相关付款一直在低调处理。由于缺乏透明度，加上外界无法判断下一个可能被收费的对象是谁，给这条航运通道增添了新的摩擦。自战争爆发以来，穿越这条水道的船只寥寥无几，其中许多与伊朗有关联。少数其他船只似乎采取了类似航线，贴近伊朗海岸航行。 印度有4艘装载液化石油气的船只已通过霍尔木兹海峡驶出波斯湾。印度周二称，国际法保障船只通过该海峡的航行自由，任何一方都无权就使用这条航道收取费用。印度总理纳伦德拉·莫迪表示，他在与唐纳德·特朗普的通话中讨论了伊朗战争，包括该冲突对霍尔木兹海峡的影响。 莫迪在社交媒体上发文称：“确保霍尔木兹海峡保持畅通、安全且可通行，对全世界而言至关重要。” 在国家对电信和互联网实施限制的情况下，伊朗外交部未立即回应置评请求。 据一名知情人士称，伊朗虽根据具体情况收取通行费，但该国已提出了一个想法，作为战后安排之一，要正式确立收费的做法。上周，一名伊朗议员表示，议会正推进一项提案，要求各国为将霍尔木兹海峡作为安全航运通道而向伊朗付费。 知情人士称，对海湾地区的阿拉伯产油国而言，即便非正式的“过路费”也无法接受，因为这牵涉主权、先例，以及将这条对其能源出口至关重要的贸易通道武器化的风险。沙特和阿联酋依赖这条航线把原油运往全球市场，但目前正更多依靠绕开霍尔木兹海峡的替代管道来向客户输送原油。 责任编辑：丁文武

格隆汇3月25日｜科威特电力部：已完成对四条受碎片损毁而停运的输电线路的检修工作。

This struggling EV maker could be on the cusp of a turnaround.

Key PointsRivian has secured several compelling partnerships with large brands, including Volkswagen and Uber.

Champions League quarter-final against Bayern Munich and WSL derby will shape the rest of United’s season It is no exaggeration to describe the next seven days as the most significant week of fixtures in the history of the Manchester United women’s team, as they contest their first European quarter-final with a crucial derby in between. Debutants in the Champions League main draw, Marc Skinner’s side now have three box-office matches in huge arenas, starting with the first leg of their quarter‑final against Bayern Munich on Wednesday at Old Trafford, as the runaway Frauen‑Bundesliga leaders arrive in England hoping to illustrate their own European title credentials. The stage is set for a thriller. Continue reading...

These 3 Beaten-Down Stocks Just Announced Massive Share Buybacks MarketBeat

cmart7327 Wells Fargo highlighted key news reports on semiconductors and IT hardware, including a strong performance of Apple's ( AAPL ) C1X modem, since last week. Analysts led by Aaron Rakers said that on Monday, the U.S. Census Bureau released construction data for January, in which we would see U.S. data center construction spending at $47B (seasonally adjusted), which is an increase of 31% year-over-year. Rolling three-month data center construction spend totals $138.2B, growing 30% year-over-year, accelerating from +27% in December. The analysts said SK hynix ( HXSCL ) is reportedly pulling forward its M15X DRAM Fab (Cheongju), with its second cleanroom equipment move in about two months ahead of schedule. Hynix has also moved its Yongin fab cleanroom opening from May to February 2027. In addition, the analysts highlighted SK hynix's €6.9B (about $8B) order of EUV tools from ASML planned over a two-year period ending December 2027. According to a report by TrendForce, the Korea Advanced Institute of Science and Technology, or KAIST, has developed a new technology to address limitations of 3D NAND bandwidth limitations. The new technology is referred to as the smart gate concept in semiconductors — enabling simultaneous improvements in data processing speeds and data storage stability, the analysts added. In addition, Rakers and his team highlighted a recent third party test from Ookla showing strong performance in Apple's C1X modem, noting that "data from Q4 2025 unequivocally demonstrates that Apple’s in-house C1X modem represents a generational leap over the previous C1 model. The analysts pointed out that the report noted that the C1X reached parity in download and latency performance versus Qualcomm ( QCOM ) X80. The analysts noted that they remain interested in any upcoming performance data on Qualcomm's X85 modem (released in early 2025), with Android launches expected in the first half of 2026, as well as Samsung's recent S26 launch. The analysts also p...

格隆汇3月25日｜据英国泰晤士报：英国皇家海军将牵头联盟，以重开霍尔木兹海峡。

Meta Platforms, Inc. announced that its Arm-based AGI (Artificial General Intelligence) central processor will be made available to the broader AI ecosystem through Arm Holdings. Bitget

Why Palantir Technologies stock tumbled on Wednesday MSN

SNB has increased readiness to intervene in forex markets, chairman says Reuters

blackred/E+ via Getty Images U.S. large-cap industrials stocks have delivered robust year-to-date performance in 2026, but March faced headwinds amid broader market volatility and geopolitical concerns. In light of this, below is a list of the top 10 large-cap industrial stocks with market capitalizations of $11B or more, ranked by their year-to-date performance as of March 2026. The list is topped by Planet Labs PBC ( PL ), with a YTD performance of 71.50%. Bloom Energy Corporation ( BE ) and Modine Manufacturing Company ( MOD ) are next, with Vertiv Holdings Co ( VRT ) and Comfort Systems USA, Inc. ( FIX ) rounding out the rest of the top five. Generac Holdings Inc. ( GNRC ), MasTec, Inc. ( MTZ ), and Karman Holdings Inc. ( KRMN ) are among the other top performing industrial stocks. Sterling Infrastructure, Inc. ( STRL ) and XPO, Inc. ( XPO ) complete the top ten rankings. Here is the list: Planet Labs PBC ( PL ), YTD perf: 71.50%, Quant rating: Hold 3.48 Bloom Energy Corporation ( BE ), YTD perf: 62.65%, Quant rating: Hold 3.49 Modine Manufacturing Company ( MOD ), YTD perf: 58.39%, Quant rating: Strong Buy 4.91 Vertiv Holdings Co ( VRT ), YTD perf: 58.01%, Quant rating: Hold 3.49 Comfort Systems USA, Inc. ( FIX ), YTD perf: 50.89%, Quant rating: Hold 3.49 Generac Holdings Inc. ( GNRC ), YTD perf: 48.02%, Quant rating: Buy 4.14 MasTec, Inc. ( MTZ ), YTD perf: 42.90%, Quant rating: Strong Buy 4.68 Karman Holdings Inc. ( KRMN ), YTD perf: 39.93%, Quant rating: Strong Buy 4.50 Sterling Infrastructure, Inc. ( STRL ), YTD perf: 37.98%, Quant rating: Strong Buy 4.86 XPO, Inc. ( XPO ), YTD perf: 36.56%, Quant rating: Buy 4.13 Industrials ETFs: ( XLI ), ( VIS ), ( FXR ), ( IYJ ), ( FIDU ), and ( RSPN ) More on industrials stocks Time Is Running Out The Middle East War: Let's Talk About U.S. Defense Stocks A Rare XLI/XLF Decoupling Is Flashing That Also Happened In 1999, 2007, And 2020 Weekly ETF flows: three of 11 sectors record outflows; Bitcoin leads inflows Market le...

In this article MU Follow your favorite stocks CREATE FREE ACCOUNT People visit Micron booth during the 7th China International Import Expo (CIIE) at the National Exhibition and Convention Center (Shanghai) on November 5, 2024 in Shanghai, China. Vcg | Visual China Group | Getty Images Micron 's blowout second-quarter earnings report fueled by a surge in memory demand hasn't been a boon for the stock. Since reporting on Wednesday, the memory maker's stock has dipped about 15% in the days since. Micron has benefited from the soaring demand for artificial intelligence chips, which require large amounts of memory. Micron, SK Hynix and Samsung make up nearly the entire market for the types of memory that AI companies like Nvidia and Advanced Micro Devices depend on for their high-performance chips . "Memory today is very tight supply and supply cannot be brought up that easily, and you are seeing that in our results," Micron CEO Sanjay Mehrotra told CNBC's " Squawk on the Street " on Thursday. "You are seeing the value of memory reflected in our strong financial performance in Q2." Mehotra added that the company has had trouble serving its customers as the supply crunch tightens, with key customers only getting "50% to two-thirds of their requirements." Read more CNBC tech news Amazon's Zoox to debut robotaxis in Austin, Miami later this year as it awaits paid ride approval OpenAI calls out Microsoft reliance as risk in investor document ahead of expected IPO Amazon faces further AWS disruption in the Middle East from Iran conflict OpenAI's data center pivot underscores Wall Street spending concerns ahead of IPO Micron is up over 300% in the past year. It's the only tech company of the top 10 in the U.S. to see gains year-to-date, with Oracle and Microsoft both down over 20%. Micron reported $23.86 billion in revenue for Q2 of fiscal 2026, almost triple its reported $8.05 billion from a year prior. The company also issued strong guidance, projecting gross margins of abo...

私募信贷巨头阿瑞斯管理公司和阿波罗资产管理股份有限公司已限制投资者赎回资金，甚至连一半的申请金额都无法提取，凸显这一规模达1.8万亿美元市场的压力正在加剧。 根据周二致股东的信函，规模107亿美元的Ares Strategic Income Fund在客户申请赎回11.6%的情况下，将赎回比例限制在5%。此前，业务发展公司Apollo Debt Solutions周一也表示实施相同的赎回比例上限，此前客户申请赎回比例达到11.2%。 这些赎回请求在比例上高于本月稍早黑石和贝莱德相关基金的水平，表明投资者对流动性较差的私募信贷市场可能出现资金紧张愈发担忧。 多年来推动私募信贷繁荣的全球最大的几家另类资产管理公司，如今正面临投资者情绪转为谨慎的局面，后者对该行业的放贷模式以及其对易受人工智能冲击企业的敞口感到不安。赎回请求的快速增加，也进一步引发市场质疑：直接放贷这种模式是否适合那些希望具备一定流动性的投资者。 面对负面情绪的上升，各大资管机构采取了不同应对方式。Blue Owl Capital旗下基金已开始出售资产，黑石则通过引入员工资金来满足赎回需求。不过总体来看，多数机构仍选择限制赎回，并强调此举的益处。 周二，最新一轮投资者不安情绪一度令阿瑞斯、阿波罗以及竞争对手黑石和KKR & Co．等公司的市值蒸发约102亿美元，四家资管机构股价均下跌逾2%。 责任编辑：丁文武

In this article SHOP JWN Follow your favorite stocks CREATE FREE ACCOUNT OpenAI CEO Sam Altman attends an event to pitch AI for businesses in Tokyo, Feb. 3, 2025. Kim Kyung-hoon | Reuters OpenAI is rolling out a new shopping experience within ChatGPT to make it easier for users to find and compare products, after its Instant Checkout feature failed to take off. The company said on Tuesday that shoppers will be able to find products they're looking for by uploading images or describing items and including criteria like their budget, preferences and other constraints. ChatGPT will offer more visual results that people can use to compare different product offerings. "Under the hood, we've improved speed, relevance, and product coverage — so results are more up-to-date and more useful," OpenAI said in a blog post . The update comes after OpenAI pivoted away from Instant Checkout, which allowed users to purchase select items from retailers like Etsy , Walmart and Shopify directly within ChatGPT. OpenAI announced that feature last year and initially billed it as the "next step" in AI-enabled commerce. Analysts previously told CNBC that OpenAI underestimated how difficult the enablement of transactions would be. It struggled to onboard merchants, show accurate data about products, and introduce multi-item carts or connect loyalty memberships. "We've found that the initial version of Instant Checkout did not offer the level of flexibility that we aspire to provide, so we're allowing merchants to use their own checkout experiences while we focus our efforts on product discovery," OpenAI said in the latest post. OpenAI said merchants can now share their product feeds and promotions with the company, which means their products are "fully represented" within ChatGPT. Retailers like Target , Sephora and Nordstrom already support OpenAI's new product discovery experience. Merchants interested in deeper integrations can also continue to develop custom apps within ChatGPT, OpenAI s...

Microsoft stock is near a 52-week low with a lower valuation as investors weigh AI growth, Azure performance, and rising infrastructure spending

For the past three years, owning the S&P 500 through a fund like the Vanguard S&P 500 ETF (NYSE:VOO) was the obvious choice as mega-cap technology companies drove the bulk of the index’s returns in 2023, 2024, and through most of 2025, rewarding investors who stayed concentrated in the largest names. As a result, the ... While Everyone Owned the S&P 500, This Simpler ETF Was the Better Buy in Early 2026

Salesforce, DocuSign and Qualcomm expanded buybacks after steep drops, signaling confidence and potentially supporting EPS even as key risks persist.