Nvidia and Amazon are emerging as the real winners of the AI boom as demand for chips and cloud infrastructure accelerates.

控中芯國際援伊中美再開戰- 全球財經- 工商時報 中時新聞網

China denied on Friday that it had intensified inspections of Panama-flagged vessels in retaliation for Panama’s decision to strip a Hong Kong-based conglomerate of port concessions at both ends of the Panama Canal, accusing Washington of seeking to seize control of the strategic waterway. During the daily press briefing at the Chinese Ministry of Foreign Affairs in Beijing, spokesman Lin Jian charged that the US had made “repeated wrongful allegations” about the inspections that exposed...

北京时间3月28日凌晨，美股周五收跌，道指重挫逾790点，跌入回调区间。三大股指均录得连续第五周下跌。美国WTI原油创2022年以来的最高水平，原因是霍尔木兹海峡局势加剧了投资者对能源供应的担忧，且美国总统特朗普的最新言论未能鼓励交易员逢低买入。 道指跌792.67点，跌幅为1.72%，报45167.44点；纳指跌459.72点，跌幅为2.15%，报20948.36点；标普500指数跌108.31点，跌幅为1.67%，报6368.85点。 标普500指数周跌幅超过2.1%，为连续第五周下跌，创2022年以来的最长周线连跌纪录。以科技股为主的 纳斯达克 指数本周迄今已下跌逾3.2%，而蓝筹股道指本周下跌0.9%。 在过去11周内，纳指有10周录得跌幅。 周四，纳斯达克指数已进入回调区间，较去年10月创下的纪录高点下跌逾10%，周五股市延续跌势，道指收盘重挫790点，进入回调区间后继续下挫。 周五美国原油价格一度触及每桶100.04美元的盘中高点，随后小幅回落。西得克萨斯中质原油期货收涨5.46%，报每桶99.64美元。国际基准5月交货的布伦特原油期货最新上涨4.05%，至每桶112.38美元。 WTI原油期货上一次达到或超过这一水平是在2022年7月20日，当时结算价为每桶102.26美元。 尽管美国国务卿马可-鲁比奥周五表示，伊朗战争无需美国派地面部队入侵即可进行，并且行动可能在未来几周内结束，但油价仍大幅上涨。不过，美国近期在中东的部署有所增加。 美国总统特朗普将攻击伊朗能源基础设施的最后期限延长至4月6日，这比原定于周五结束的初始期限晚了一周多。 特朗普在Truth Social上发帖称：“应伊朗政府请求，请允许我以此声明表示，我将暂停破坏能源设施的期限。谈判正在进行中，尽管假新闻媒体和其他方面发表了相反的错误言论，但谈判进展非常顺利。感谢大家对此事的关注！” 这一声明是特朗普政府寻求结束美伊战争的最新信号。这场冲突已导致油价飙升，已在加油站伤及选民，并可能使共和党在中期选举中失去席位。 冲突的解决将对股市构成利好。自2月28日美国和以色列袭击伊朗能源基础设施以来，股市一直下跌。 白宫传出的相互矛盾的消息并不利于局势稳定。特朗普近期在社交媒体发布的一些帖子，一直在引起市场波动，最新信息既包括关于停火计划、与伊朗谈判（伊朗已驳斥为不实）的报道，也包括更多美军被派往...

Heavy capital spending and rising AI competition pressure sentiment despite long-term cloud and AI growth expectations remaining intact.

imaginima/E+ via Getty Images The number of oil and gas rigs actively drilling in the U.S. fell by 9 to 543, declining a second week in a row for the first ‌time since mid-January, Baker Hughes said Friday in its latest survey . During the week ended March 27, the number of active drilling rigs targeting crude oil in the U.S. fell by 5 to 409 , gas rigs shed 4 to 127, and 7 rigs remained classified as miscellaneous. T he total rig count was down by 49, or 8.3%, from the same time last year. The number of rigs targeting oil in the Permian Basin declined by 2 to 241, the oil rig count in the Eagle Ford added 1 to 33, and the Williston Basin gained 1 to 30. ETFs: ( USO ), ( UCO ), ( SCO ), ( USL ), ( DBO ), ( DRIP ), ( GUSH ), ( USOI ), ( UNG ), ( BOIL ), ( KOLD ), ( UNL ), ( FCG ) More on crude oil Commodities: Oil Steadies As Iran Deadline Pushed Back But Upside Risks Persist Commodities: Oil Volatile As Ceasefire Talks Stall Commodities: Shifting War Outlook

The Dow Jones Industrial Average lost nearly 800 points today, and the broader benchmark S&P 500 Index just posted its fifth straight weekly loss, marking its worst streak since 2022. The culprit is the war in Iran, which has spread to other parts of the Middle East and lifted crude oil futures back over $99 per barrel, as of this writing. The market started the week on a promising note, as President Donald Trump publicly said the U.S. had a strong intent to reach an agreement with Iran and end the conflict. The U.S. reportedly sent Iranian officials a 15-point plan to end the war. Continue reading

In trading on Friday, shares of McDonald's Corp (Symbol: MCD) crossed below their 200 day moving average of $308.49, changing hands as low as $305.50 per share. McDonald's Corp shares are currently trading off about 0.8% on the day. The chart below shows the one year performan

格隆汇3月28日｜道琼斯指数3月27日（周五）收盘下跌792.67点，跌幅1.72%，报45167.44点； 标普500指数3月27日（周五）收盘下跌108.31点，跌幅1.67%，报6368.85点； 纳斯达克综合指数3月27日（周五）收盘下跌459.72点，跌幅2.15%，报20948.36点。

In trading on Friday, shares of Illinois Tool Works, Inc. (Symbol: ITW) crossed below their 200 day moving average of $259.36, changing hands as low as $258.31 per share. Illinois Tool Works, Inc. shares are currently trading down about 0.8% on the day. The chart below shows t

Jim Caron, CIO of the Portfolio Solutions Group at Morgan Stanley Investment Management, says the recent surge in oil prices has triggered a price shock, leading to a corresponding decline in equity prices as future cash flows are discounted more heavily. He speaks on "Bloomberg The Close." (Source: Bloomberg)

In trading on Friday, shares of CEA Industries Inc (Symbol: BNC) entered into oversold territory, changing hands as low as $2.875 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum

In trading on Friday, shares of Janus International Group Inc (Symbol: JBI) entered into oversold territory, changing hands as low as $5.01 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure

In trading on Friday, shares of Morgan Stanley (Symbol: MS) crossed below their 200 day moving average of $160.43, changing hands as low as $157.33 per share. Morgan Stanley shares are currently trading down about 3% on the day. The chart below shows the one year performance o

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive.

In trading on Friday, shares of Templeton Emerging Markets Fund (Symbol: EMF) crossed below their 200 day moving average of $16.93, changing hands as low as $16.84 per share. Templeton Emerging Markets Fund shares are currently trading down about 0.5% on the day. The chart bel

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive.

In trading on Friday, shares of Valmont Industries Inc (Symbol: VMI) crossed below their 200 day moving average of $396.67, changing hands as low as $390.37 per share. Valmont Industries Inc shares are currently trading off about 2% on the day. The chart below shows the one ye

Microsoft Nearing 52-Week Lows: Blame the OpenAI Trade? MarketWise

格隆汇3月28日｜美股周五收盘，道指初步收跌1.73%，标普500指数跌1.67%，纳指跌2.15%，道指较2月10日创下的历史高位下跌10%，确认进入调整期。明星科技股多数下跌，亚马逊(AMZN.O)跌近4%，特斯拉(TSLA.O)跌2.76%，英伟达跌超2%。纳斯达克中国金龙指数收跌1.9%，蔚来汽车(NIO.N)跌超4%，阿里巴巴(BABA.N)跌超2%。

Innoviz Technologies ( INVZ ) received a notice from Nasdaq for failing to meet the $1 minimum bid price requirement. The notice has no immediate impact. Innoviz has a 180-day compliance period until September 21, 2026, to regain compliance. The company may qualify for an additional 180-day extension if it meets other listing requirements. More on Innoviz Technologies Innoviz Technologies Ltd. (INVZ) Discusses White Paper on Physical AI and Applications Beyond Automotive Transcript Innoviz Technologies Ltd. (INVZ) Q4 2025 Earnings Call Transcript Innoviz Technologies Ltd. 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Innoviz Technologies Historical earnings data for Innoviz Technologies

Source: Bloomberg, 0:00

格隆汇3月28日｜美国总统特使威特科夫：预计本周将与伊朗举行会议。

EB613, the first oral anabolic (bone building) peptide tablet for postmenopausal women with osteoporosis – FDA Type A endpoint alignment in July 2025, Phase 3 protocol submitted to the FDA with comments expected in early Q2 2026

US corporate bonds are at risk of posting their longest weekly losing streaks in years, highlighting March’s woeful performance for fixed income as the Iran war has fueled inflation concerns. Winnie Cisar, global head of credit strategy at CreditSights, and Dominique Toublan, head of US credit strategy at Barclays, join Scarlet Fu on "Bloomberg Real Yield" to discuss credit conditions. (Source: Bloomberg)

VanEck Gold Miners ETF ( NYSEMKT:GDX ) and Goldman Sachs Physical Gold ETF ( NYSEMKT:AAAU ) differ sharply: GDX holds gold miners’ stocks, bringing higher volatility and bigger recent gains, while AAAU offers direct gold exposure with lower costs and smaller drawdowns. This comparison compares GDX, which provides exposure to a basket of gold mining companies, and AAAU, a fund designed to track the price of physical gold. The two ETFs may appeal to different types of investors, depending on whether equity risk or commodity exposure is the priority. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Continue reading

Meta Platforms Tumbles. Aggressive AI Capex and Legal Risks Weigh on Shares

+0.55% for Micron Technology stock as price holds near oversold levels and key supports Traders Union

Meta Platforms Inc DRC (META) Stock Forecast & Price Target Investing.com