格隆汇3月31日｜甲骨文裁员（至少）数千人。

KanawatTH Chip and AI-related stocks jumped on Tuesday following a report that U.S. President Donald Trump intends to wind down the military campaign against Iran within weeks. The Wall Street Journal reported that Trump told aides he is willing to end hostilities on a four-to-six-week timeline, prioritizing the degradation of Iran’s navy and missile stocks over the more complex mission of reopening the Strait of Hormuz. Trump also urged countries hit by Strait of Hormuz fuel disruptions to buy from the U.S. or “take it” themselves in remarks highlighting tensions with allies over the Iran war. Matt Gertken, BCA Research’s geopolitical and U.S. political strategist, says there is “zero chance” the U.S. will launch a conventional full-scale ground invasion of Iran, but the deep mistrust between the two nations means Tehran is clinging to its nuclear leverage more tightly than ever. Brent Futures ( CO1:COM ) climbed about 0.5%, while Crude Oil Futures ( CL1:COM ) rose nearly 1.2%. The tech-focused Nasdaq Composite ( COMP:IND ) jumped about 1.8%. At the same time, the benchmark S&P 500 ( SP500 ) rose about 1.3%. The blue-chip Dow ( DJI ) climbed nearly 1.1%. Shares of AI chipmaker Nvidia ( NVDA ) surged about 3%, while Advanced Micro Devices ( AMD ) rose nearly 2%. Broadcom ( AVGO ) jumped around 3, while Qualcomm ( QCOM ) was largely flat but in the green. Several other AI and networking-related stocks were also among the gainers. Celestica ( CLS ) surged around 5%, Coherent ( COHR ) soared about 4%, and Ciena ( CIEN ) jumped nearly 3%. Arista Networks ( ANET ), Corning ( GLW ), and Lumentum ( LITE ) each rose about 2%. Cisco ( CSCO ) was also in the green. Applied Optoelectronics ( AAOI ) seemed to buck the trend and dipped about 2%. Marvell Technology ( MRVL ), in which Nvidia is planning a $2B investment, surged about 8%. Arm ( ARM ) and Lattice Semiconductor ( LSCC ) soared around 5%, while GlobalFoundries ( GFS ) surged nearly 4%. Intel ( INTC ) and Taiwan Semico...

Sergii Vasylchenko/iStock via Getty Images Thesis Seagate Technology Holdings plc ( STX ) has had a great run since I recommended the stock back in early October. I still think that STX is a great company and overall in a good position, especially with its emphasis on HDD storage, which should continue to enjoy high-demand amid the AI boom. However, I do believe the AI-boom will cool a bit in the near term. I’m not in the AI bubble camp, to be clear, and believe that AI will continue to prove disruptive as a technology. That said, investor skepticism over massive AI CapEx spending, along with surging energy prices, could result in a short- to medium-term cooldown. I also suspect we’ll see governments pressuring tech companies to cool energy consumption for now, owing to the conflict in the Middle East and the closure of the Strait of Hormuz. Additionally, Alphabet has unveiled a few new algorithms that could allow LLMs to dramatically increase efficiency in terms of both memory (RAM) and storage. The reveal sent many memory and storage companies into a tailspin, and I believe it accounts for STX’s recent stumbles as well. That said, if my understanding of Google’s algorithms is correct, Seagate is likely not as exposed as memory companies, like SK Hynix, and also storage companies that focus on SSDs, like Western Digital ( WDC ). Seagate obtained more than 90% of its revenues from HDDs as of Q4 2025, rather than SSDs. Alphabet's ( GOOG ) algorithms should have a strong impact on memory and SSD demand, as these focus on the data LLMs frequently store on fast storage solutions. The underlying data lakes, including images, video files, and general text, won’t be as dramatically impacted. The memory/storage stumbles caused by Alphabet's new algorithms are not, I believe, a major threat to STX. While STX is recording strong growth, it is also rather pricey valuation-wise. This high valuation, combined with risk factors, including a cooling AI-race and especially the war ...

美国总统特朗普3月31日称，美国盟友必须“介入和处理”霍尔木兹海峡问题，“如果他们（盟友）想要石油，就让他们自己过来把油运走”。 特朗普当天在接受美国哥伦比亚广播公司电话采访时再次对英国等盟友不参加美国对伊朗军事行动表示不满。他表示，尚未从对伊朗军事行动中撤出美国军队，“在某个时候我会撤军，但目前还不是时候。各国必须介入和处理此事。伊朗已被重创，但他们必须介入，去完成他们自己的工作。” 特朗普说：“他们（盟友）此前并不愿向任何人伸出援手，北约表现糟糕透顶。”所以，“如果他们（盟友）想要石油，就让他们自己过来把油运走……是时候让他们为自己做点事情了。”（新华社）

格隆汇3月31日｜据央视，美国国务卿鲁比奥近日在接受媒体采访时，批评北约国家在美国对伊朗的军事行动中不提供帮助，称“北约的表现令人非常失望”。鲁比奥说，美国为北约国家提供保护，但北约国家却在美国需要他们的时候，拒绝美国使用他们的基地，这对美国来说并不公平，美国很难再继续参与其中，需要重新审视与北约的关系。鲁比奥还强调称，包括北约盟国在内，所有人都清楚，没有美国就没有北约，如果哪天美国决定从欧洲撤军，北约将会就此终结。

Virgin Galactic readies to resume space tourism flights this year -- at a $750,000 ticket price.

Key PointsVirgin Galactic reported minimal revenue and huge losses last night.

The ongoing data center buildout is benefiting these energy companies.

Key PointsData centers' enormous electricity demands are straining the U.S. power grid.

美国总统特朗普3月31日称，美国盟友必须“介入和处理”霍尔木兹海峡问题，“如果他们（盟友）想要石油，就让他们自己过来把油运走”。（新华社）

格隆汇3月31日｜欧洲股市收盘，欧洲STOXX 600指数收涨0.66%，报584.55点，3月份累跌约7.8%。欧洲斯托克50指数涨0.49%，3月份累跌约9.3%。英国富时100指数涨0.49%，3月份累跌6.7%。法国CAC40指数涨0.57%，3月份累跌8.9%。德国DAX30指数涨0.80%，3月份累跌10.3%。

FedEx recently announced a partnership with Berkshire Gray as the company works with external players to develop its automation tech.

FedEx recently announced a partnership with Berkshire Gray as the company works with external players to develop its automation tech.

格隆汇3月31日｜海希通讯公告，公司全资孙公司海希山东与晶储科技签订《代工采购合同》，合同金额约4.2亿元，晶储科技委托海希山东代工储能系统及其他配套等产品。

Should you buy Micron stock right now after the pullback? MSN

NXP Semiconductors N.V. (NASDAQ:NXPI) is one of the 7 Cheapest AI Data Center Stocks to Buy Now. On March 17, 2026, NXP Semiconductors N.V. (NASDAQ:NXPI) reported robotics solutions jointly with Nvidia, combining Nvidia Holoscan Sensor Bridge with NXP SoCs for sensor fusion, machine vision, and motor control. The corporation noted savings in component size, footprint, […]

Dell Technologies Inc. (NYSE:DELL) is one of the 7 Cheapest AI Data Center Stocks to Buy Now. On March 26, 2026, Evercore ISI analyst Amit Daryanani raised his price objective for Dell Technologies Inc. (NYSE:DELL) to $205 from $160 while maintaining an Outperform rating on the stock. The analyst noted various market drivers, including expectations […]

Marvell Stock Pops as Nvidia Deepens AI Infrastructure Push

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 7 Cheapest AI Data Center Stocks to Buy Now. On March 6, 2026, QUALCOMM Incorporated (NASDAQ:QCOM) CEO Cristiano Amon spoke on the future of mobile in The Wall Street Journal’s Bold Names podcast. He said that artificial intelligence will transform computing from app-based interfaces to AI agents, replacing […]

Is QUALCOMM Incorporated (QCOM) Among the 7 Cheapest AI Data Center Stocks to Buy Now? Yahoo Finance Singapore

Is QUALCOMM Incorporated (QCOM) Among the 7 Cheapest AI Data Center Stocks to Buy Now? sg.finance.yahoo.com

Is QUALCOMM Incorporated (QCOM) Among the 7 Cheapest AI Data Center Stocks to Buy Now? Yahoo Finance

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the 7 Cheapest AI Data Center Stocks to Buy Now. On March 24, 2026, the Wall Street Journal reported that Super Micro Computer, Inc. (NASDAQ:SMCI) is facing uncertainty when authorities arrested board member and co-founder Yih-Shyan “Wally” Liaw on charges of assisting in the smuggling of Nvidia […]

Micron Technology, Inc. (NASDAQ:MU) is one of the 7 Cheapest AI Data Center Stocks to Buy Now. On March 18th, 2026, Bloomberg reported that a portfolio manager at Gabelli Funds said that Micron Technology, Inc. (NASDAQ:MU) has a solid structural position due to limited competition among DRAM makers and consistent pricing strength. He anticipated pricing […]

Is Micron Technology (MU) one of the 7 Cheapest AI Data Center Stocks to Buy Now? Yahoo Finance

wabeno/iStock via Getty Images This is my second Minerva Neurosciences ( NERV ) article. My first report was back in 08/2022 when I addressed it in "Minerva Neurosciences: Biotech On The Move ." At the time it traded at ~$9.75; I rated it as a Hold. It has since moved down an unremarkable ~37% with plenty of highs and lows in between, as shown below: Data by YCharts Roluperidone is Minerva's Lead Therapy and Its Sole Clinical-Stage Asset Overview As stated in On The Move, Minerva is "a one-trick pony with the one trick not yet fully mastered." Significantly for Minerva investors, its current pipeline graphic from its website, accessed as I write on 03/30/2026, is identical to the one copied in my article nearly five years ago. It is a tightly focused pipeline, as shown below: Seeking Alpha It is strange to me that its pipeline graphic, accessed in 03/2026, includes a note that its status is as of 03/2021. Regardless, Minerva's active share price moves up and down on developments for its phase 3 roluperidone (MIN-101) study. In its Q4/2025 Earnings Release, Minerva touts roluperidone as the only investigational therapy: ... to date, to demonstrate significant and clinically meaningful improvements on the primary negative symptoms of schizophrenia. Development History Roluperidone has had a long development history . Its initial development was in 3 — phase 1 pharmacokinetic studies: an 09/2014 ( NCT02232529 ) study to find an optimal formulation for a once-daily dose for the treatment of schizophrenia; an 11/2016 ( NCT03038646 ) study of modified release (MR) formulations of MIN-101; an 01/2017 ( NCT03072056 ) study to compare PK properties of MIN-101 and its metabolites in poor and extensive metabolizers. It then moved to a phase 3 study in 12/2017 ( NCT03397134 ), 515 patient: ... 12-Week Study to Evaluate the Efficacy and Safety of 2 Fixed Doses of MIN-101 in Adult Patients With Negative Symptoms of Schizophrenia, Followed by a 40-Week Open-Label Extension. Unfort...

Overview of 2025 annual results

31/03/2026

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