Alphabet Quietly Entered A Multibillion-Dollar Market Last Week (NASDAQ:GOOG) seekingalpha.com

The dollar index (DXY00 ) today is up by +0.02%. The dollar recovered from early losses today and moved slightly higher after Iran said it rejected the US peace proposal. Also, today's US economic news, showing the Feb import price index ex-petroleum posting its biggest increase in 4 years, is...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.67%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.75%. June E-mini S&P futures (ESM26 ) are up +0.61%, and June E-mini Nasdaq futures...

CrowdStrike and Palo Alto Networks are pioneering the future of autonomous cybersecurity, positioning themselves for significant, long-term market growth.

Alibaba's new proprietary AI chip marks a strategic pivot to technological self-reliance, positioning its cloud division for long-term global competition.

Microsoft (NASDAQ:MSFT) Price Target Lowered to $510.00 at UBS Group MarketBeat

Alexander Sikov SentinelOne ( S ) has entered into a multi-year collaboration with Google Cloud ( GOOG )( GOOGL ) to develop and deploy AI-powered cybersecurity on a global scale. The collaboration will deliver new solutions that integrate SentinelOne's endpoint detection and response tools, security for AI apps and agents, and an AI-native platform with Google Cloud's global-scale infrastructure and threat intelligence. "With Google Cloud, we have chosen a highly secure and sophisticated platform for a data sovereignty strategy and a strategic partner for intelligence sharing," said Melissa Smith , SVP of Global Strategic Partnerships & Initiatives at SentinelOne. "By bringing together Google's renowned global threat intelligence, leading AI innovation, and world-class cloud data infrastructure with SentinelOne's autonomous security platform and AI-powered runtime protection, we can give customers the ultimate operating advantage for the AI era." SentinelOne's Singularity Platform is now available across three Google Cloud regions, including North America , Frankfurt , and the Kingdom of Saudi Arabia . The collaboration will support AI-powered security with in-country data residency and alignment with regional regulatory frameworks. "Our collaboration with SentinelOne focuses on delivering integrated solutions that support data sovereignty requirements and enable the secure adoption of generative AI," said Satish Thomas , VP of Google Cloud. "By combining Google Cloud's global scale, deep threat intelligence, and advanced AI with SentinelOne's AI-native security platform, we can help customers to strengthen their cyber defense and innovate securely." More on SentinelOne and Alphabet SentinelOne: Remains A Post-Earnings Strong Buy Alphabet: Inside Google Cloud's New Growth Pillars SentinelOne: Contrarian Buying Opportunity Jensen Huang, Mark Zuckerberg among Trump's tech council Google reveals algorithms to address AI memory challenges; memory and storage stocks dro...

We're buying 25 shares of Cardinal Health at roughly $210. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 475 shares of CAH, increasing its weighting in the portfolio to about 2.6% from around 2.5%. We're nibbling on more shares of the drug and medical supplies distributor Cardinal Health. We may have jumped the gun too early on this position and made the mistake of starting too early, but the stock has pulled back roughly 9% since the start of the conflict with Iran. The company makes the majority of its money from distributing branded and generic pharmaceuticals, specialty pharmaceuticals, and over-the-counter health-care and consumer products in the United States, limiting its exposure to geopolitical tensions and the broader macro trends. With no real exposure to the war and earnings per share expected to grow roughly 25% in its current fiscal year, we like building up this position into its recent weakness. By the way, sales of GLP-1 medications have been a nice tailwind to its Pharmaceutical and Specialty Solutions business, adding 6 percentage points of revenue growth in the company's most recent quarter. The only recent news out of the company was on Monday when it announced that, effective immediately, Gregory Kenny was retiring from his position as chairman of the board. He was being replaced by current director Patricia Hemingway Hall. Kenny joined Cardinal Health's board in 2007 and became chair in 2018. Sudden retirements from board members can be unsettling to investors at times, but Cardinal said this decision was not the result of any disagreement with the company on any matter related to its operations, policies, or practices. It's worth mentioning that Kenny also resigned from the board of food and beverage ingredients company Ingredion around the same time, meaning his decision to leave Cardinal was probably a life decision and not business-related. Cardinal added in its 8-K filing that it "remains confident" in its fiscal 202...

Veronique D Alteogen on Wednesday announced an exclusive license agreement with Biogen ( BIIB ) to develop subcutaneously delivered biologics leveraging the South Korean pharma's Hybrozyme platform technology. At the center of the agreement is ALT-B4, a human hyaluronidase product developed using the Hybrozyme platform to convert intravenously delivered biologics into more convenient and rapidly delivered subcutaneous formulations. As part of the deal, Biogen ( BIIB ) will receive exclusive rights to develop and commercialize SC formulations of two ALT-B4-based biologics, as well as an option to develop a third. In exchange, Alteogen will receive $20M upfront in connection with the first product and $10M once studies for the second product begin. The company is also eligible to receive up to $549M in milestone payments in addition to royalties on net sales. More on Biogen Biogen Inc. (BIIB) Presents at Stifel 2026 Virtual CNS Forum Transcript Biogen Inc. (BIIB) Presents at Leerink Global Healthcare Conference 2026 Transcript Biogen Inc. (BIIB) Presents at TD Cowen 46th Annual Health Care Conference Transcript Eli Lilly, Biogen/ Eisai win U.K. review for use of Alzheimer’s drugs in NHS Biogen outlines $15.25-$16.25 EPS guidance for 2026 while advancing growth products and pipeline

格隆汇3月26日｜欧洲央行管理委员会成员Olli Rehn表示，欧洲央行目前尚难将人工智能带来的任何经济影响纳入其决策。“我们往往高估这类新技术的短期影响，而低估其长期影响，”这位芬兰央行行长周三在法兰克福举行的欧洲央行观察者会议上表示，“在能够将其真正纳入货币政策考量之前，我们希望先在宏观经济数据中看到生产率增长的初步迹象。”

Shares of Baozun ( BZUN ) surged about 18% in the afternoon trade on Wednesday after the company reported fourth-quarter results that beat expectations. Revenue grew 5.9% year-over-year to $453.6M, while non-GAAP EPADS came in at $0.39. Operating income jumped 139.8% to RMB175.5M, with margin expanding to 5.5%. The company reported a net loss of RMB38.0M, compared with net income of RMB0.1M in the prior-year quarter, primarily due to higher impairment losses on investments. Cash and cash equivalents, restricted cash, and short-term investments totaled RMB2.80B at year-end, compared with RMB2.92B a year earlier. Baozun reiterated its focus on its strategic transition and is targeting annual non-GAAP operating profit of at least RMB550M by 2028. More on Wipro Has More Growth Challenges As Transition To GenAI Platform Continues Ag Growth International Inc. (AFN:CA) Q4 2025 Earnings Call Transcript Cronos Group Inc. (CRON:CA) Presents at The 38th Annual Roth Conference Transcript U.S. not insulated from energy shock despite exporter status, Clarida says—BBG interview U.S. slowdown is getting ‘more extreme’ – strategist

Where Will Micron Technology Stock Be in 2030? The Globe and Mail

The memory specialist has the potential to become a multibagger over the next five years.

Back in 2024, the stock also tanked after its auditor resigned, only for it to eventually bounce back.

Astera Labs (NASDAQ: ALAB) got knocked down by margin fears, but a new $250 price target suggests Wall Street may see something the market still misses. If AI infrastructure continues to expand and Astera becomes more deeply embedded, this pullback could take on a very different

Key PointsIts earnings potential suggests the stock could jump significantly, despite terrific gains over the past year.

Key PointsMultiple people connected to Super Micro Computer have been charged for allegedly smuggling artificial intelligence (AI) technology to China.

Taiwan Semiconductor Surge: Strategic Moves and Market Dynamics timothysykes.com

AMD ROCm 7.2.1 Released With Ubuntu 24.04.4 LTS Support, Bug Fixes Phoronix

Prae_Studio/iStock via Getty Images By Paul Grainger, Fredrik Repton, Robert Dishner and Jaina Varsani, CFA After an extended period of declining yields and credit spreads, we believe the fixed income environment is becoming increasingly nuanced. Near-neutral rates, tight spreads and elevated macro and political risks require investors to tread carefully in setting exposures while taking a broader approach to maximizing the opportunities that will present themselves. With such a backdrop, we believe global bond portfolios offer an effective way to manage risk, reduce home country bias and expand potential for long-term performance, often providing a complement to existing exposures. With hindsight, the last three years generally rewarded straightforward fixed income positioning: hold duration, be overweight credit and benefit as yields fall from post-pandemic highs. However, we believe that the “easy beta” phase of market dynamics may be behind us. Policy rates are closer to neutral, credit spreads are relatively tight, and macro and political risks are more varied across regions than they have been for some time. Historically, many investors were not penalized for taking a more domestic approach, given the broad sweep of economic and policy trends, producing generally high correlations across fixed income markets. However, with correlations starting to ease, we believe a key question is whether investors should consider strategically blending domestic and global exposures—and whether now could be tactically the right time to do so. We explore the issues in this article. Global Exposure: More to Choose From At a basic level, the varied characteristics and sheer volume of issuers across global markets provide broader opportunities to diversify beta and increase the alpha opportunities over those available in one’s home market. An Opportunity Set That Maximizes Flexibility Building on Existing Exposures Global portfolios represent an opportunity to expand on current e...

Wall Street raises the bar on Broadcom as Google's AI chip orders smash expectations

Key PointsThe closure of the Strait of Hormuz creates a broad supply chain shock for companies reliant on Asian manufacturing.

Signing up for Medicare might seem pretty straightforward. Since coverage typically kicks in at age 65, you might assume you should plan to enroll on your 65th birthday and call it a day. In reality, the rules of Medicare enrollment are a bit more complex. And not understanding them thoroughly could leave you paying more for Medicare for life. Image source: Getty Images. Continue reading

Why Advanced Micro Devices Stock is Gaining Today fool.com Advanced Micro Devices Retreats After a 7% Rally: Can the Linux CIQ Partnership Keep AMD Competitive? Yahoo Finance Why is Advanced Micro Devices stock up today? Investing.com Advanced Micro Devices Looks Like a Hot Buy Heading Into Earnings MarketBeat Why Is Advanced Micro Devices Stock Trading Lower On Thursday? Benzinga Advanced Micro Devices (AMD) Ascends While Market Falls: Some Facts to Note Yahoo Finance Is Advanced Micro Devices (AMD) The Best AI Semiconductor Stock to Buy For The Long Term? Yahoo Finance Stock Market Today, March 25: Advanced Micro Devices Rises After Reports of CPU Price Increases fool.com

Microsoft's ( MSFT ) Chief People Officer Amy Coleman announced a reorganization of the human resources team responsible for compensation and policies for the company's employees, Business Insider reported, citing an internal memo. Coleman revealed some promotions and departures. Microsoft Chief Diversity Officer Lindsay-Rae McIntyre is leaving the company March 31 to take "the next step in her career to be a Chief People Officer," according to Coleman. Coleman said in the memo that the company is bringing together HR4HR and Culture & Inclusion into a newly formed People & Culture team, led by Leslie Lawson Sims, vice president, or VP, of People & Culture. Microsoft is also bringing all the engineering HR teams together under one team, led by Mel Simpson, Corporate Vice President, or CVP, Engineering HR. Mike Cyran was appointed as CVP, Total Rewards, reporting to Coleman. Fred Thiele has been promoted to CVP, Global Benefits and Mobility. Last week, Microsoft announced that it was unifying the teams that work on its Microsoft 365 Copilot productivity offerings and the consumer version of Copilot. Microsoft did not immediately respond to a request for comment from Seeking Alpha. More on Microsoft Microsoft: Fortress Balance Sheet, Deep Value Microsoft: I'm Pounding The Table On This Market Misunderstanding Microsoft: Agentic AI May Be The 2-In-1 Recovery Catalyst OpenAI plans to discontinue its video generation app Sora Microsoft goes forward with plan to rent unused capacity at flagship Stargate site: report