JPMorgan's Analysis of the Top Ten Questions for Taiwan Semiconductor Investors: AI Demand, Capacity Expansion, and Competitive Landscape 富途牛牛

Looking at the universe of stocks we cover at Dividend Channel, on 3/26/26, Designer Brands Inc (Symbol: DBI) will trade ex-dividend, for its quarterly dividend of $0.05, payable on 4/10/26. As a percentage of DBI's recent stock price of $5.40, this dividend works out to approx

Looking at the universe of stocks we cover at Dividend Channel, on 3/26/26, Curtiss-Wright Corp. (Symbol: CW) will trade ex-dividend, for its quarterly dividend of $0.24, payable on 4/13/26. As a percentage of CW's recent stock price of $689.34, this dividend works out to appro

alexsl A surge in high-quality debt issuance is expected to test investor demand and keep upward pressure on borrowing costs, according to Apollo’s chief economist Torsten Slok. In total, roughly $14T in investment-grade supply could come to market over the next year, driven by a combination of public and private sector financing needs. A significant portion stems from the U.S. government, which must refinance approximately $10T in existing debt over the next 12 months while also funding an estimated $2T budget deficit. At the same time, corporate borrowers are poised to add to the supply wave, with gross investment-grade issuance projected to reach around $2T in 2026. Increased borrowing from large technology firms, particularly hyperscalers, is expected to play a key role. Taken together, the influx of new debt is likely to create a more competitive environment for capital, putting upward pressure on Treasury yields and widening credit spreads as investors demand higher compensation to absorb the growing supply. “The bottom line is that the growing supply of investment grade fixed income product is putting upward pressure on rates and credit spreads,” Slok said. U.S. Treasury Yields: ( US2Y ), ( US5Y ), ( US10Y ), ( US20Y ), and ( US30Y ). Fixed Income ETFs: ( TLT ), ( TLH ), ( IEF ), ( IEI ), ( SHY ), ( SGOV ), ( SCHO ), ( BIL ), ( AGG ), ( BND ), ( VCIT ), ( MUB ), ( MBB ), ( JNK ), ( LQD ), ( HYG ), ( VTIP ), ( TIP ), ( SCHP ), ( STIP ), ( TIPX ), ( SPIP ), ( WIP ), ( GTIP ), ( LQDI ), and ( RINF ). More on markets Cantor Fitzgerald sees the current market pullback as a possible opportunity BNP Paribas raises 2026 inflation outlook as it signals a new 3% era Wells Fargo sees the U.S. economy weathering an oil shock as inflation risks stay contained Sector breakdown since the start of the U.S.–Iran conflict: Energy leads, materials lags The AI Bubble Is Going To Burst

Looking at the universe of stocks we cover at Dividend Channel, on 3/25/26, NXP Semiconductors NV (Symbol: NXPI) will trade ex-dividend, for its quarterly dividend of $1.014, payable on 4/9/26. As a percentage of NXPI's recent stock price of $191.56, this dividend works out to

Looking at the universe of stocks we cover at Dividend Channel, on 3/26/26, Build-A-Bear Workshop Inc (Symbol: BBW) will trade ex-dividend, for its quarterly dividend of $0.23, payable on 4/9/26. As a percentage of BBW's recent stock price of $41.44, this dividend works out to

Canada’s Energy Minister Tim Hodgson discusses energy supply, oil sands operations and the government’s request for firms to delay maintenance turnarounds with Bloomberg’s Julie Fine at CERAWeek in Houston. (Source: Bloomberg)

Looking at the universe of stocks we cover at Dividend Channel, on 3/26/26, Caleres Inc (Symbol: CAL) will trade ex-dividend, for its quarterly dividend of $0.07, payable on 4/10/26. As a percentage of CAL's recent stock price of $11.28, this dividend works out to approximately

Toyota Motor (NYSE:TM) is moving humanoid robots onto a factory floor in Canada. At the same time, billionaire entrepreneur Mark Cuban is openly questioning whether the entire idea has staying power. The contrast is hard to ignore. One of the world's largest automakers is scaling up real-world use, while a longtime tech investor is warning the trend could burn out within a decade. Toyota puts humanoid robots to work after a successful trial Last month, Agility Robotics said in a statement that T

Palantir Technologies Inc Stock (PLTR) Moved Down by 3.75% on Mar 24: A Full Analysis TradingKey

美國股市未能延續上日升勢，三大指數均回吐。 道瓊斯工業平均指數早段回落約400點，跌幅近百分之1。納斯達克指數跌幅較大，早段跌百分之1，落到21,700點水平。 科技普遍下跌，美光科技和博通，曾跌逾百分之1至2。甲骨文跌百分之3。油價回升，西方石油和埃克森美孚，早段升逾百分之2。

伊朗外长表示，霍尔木兹海峡对所有人开放，船只可以安全通过，但正在交战的国家不在考虑之列 【财新网】 中共中央政治局委员、外交部长王毅24日应约同伊朗外长阿拉格齐通电话。 据新华社消息，阿拉格齐通报了地区局势发展演变的最新情况，感谢中方提供紧急人道主义援助。表示伊朗人民更加团结在一起，抵御外来侵略行径，维护国家主权和独立。伊方致力于实现全面停战而不仅仅是暂时停火。霍尔木兹海峡对所有人开放，船只可以安全通过，但正在交战的国家不在考虑之列。希望各方采取的举措有利于推动局势降温而非升级冲突。期待中方为促和止战继续发挥积极作用。

格隆汇3月24日｜Applied Optoelectronics涨超9%，领涨光通信概念股，康宁涨5.6%，Lumentum涨超5%，Coherent涨3.3%，Ciena涨2.7%。消息面上，Applied Optoelectronics宣布，其一位主要的超大规模客户下达了一份800G单模数据中心收发器的初始批量订单，总金额超过5300万美元。(格隆汇)

Looking at the universe of stocks we cover at Dividend Channel, on 3/26/26, North American Construction Group Ltd (Symbol: NOA) will trade ex-dividend, for its quarterly dividend of $0.12, payable on 4/9/26. As a percentage of NOA's recent stock price of $14.51, this dividend w

据报道，沙特阿拉伯事实上的领导人穆罕默德·本·萨勒曼亲王一直在推动特朗普总统继续对伊朗的战争，根据听取了美国官员关于双方对话内容的人士透露，他认为美以两国的军事行动为重塑中东提供了一个“历史性机遇”。 据知情人士称，在过去一周的一系列对话中，穆罕默德亲王向特朗普表示，他必须坚持推进摧毁伊朗强硬派政府的行动。 然而，沙特和美国政府的高级官员都担心，如果冲突持续下去，伊朗可能会对沙特石油设施发动更具破坏性的袭击，而美国则可能陷入一场无休止的战争。 沙特官员否认了穆罕默德亲王推动延长战争的说法。 “沙特王国一直支持和平解决这场冲突，甚至在冲突开始之前就已如此，”沙特政府在一份声明中表示，并指出官员们“与特朗普政府保持着密切联系，我们的承诺始终如一”。 “我们今天的主要关切是保卫自己，抵御对我们人民和民用基础设施的日常袭击，”政府补充道。“伊朗选择了危险的边缘政策，而非严肃的外交解决方案。这损害了所有相关方，但受害最深的是伊朗自己。” 听取了相关对话内容的人士表示，特朗普有时似乎对结束战争持开放态度，但穆罕默德亲王认为这将是一个错误，并主张袭击伊朗的能源基础设施，以削弱德黑兰政府。 责任编辑：陈钰嘉

Chinese self-driving technology developers continue to expand outside the mainland as WeRide seeks to launch robotaxi services this year in Hong Kong and Singapore, according to an executive. WeRide’s planned entry into Hong Kong was set to cover both robotaxis and robobuses, said senior director of public relations and marketing Maeve Zhang in a media briefing on Tuesday, without disclosing the operation areas or a launch date. Meanwhile, the Guangzhou-based company said it planned to launch...

While headline risks — specifically the ongoing tensions with Iran — continue to dictate the broader market's direction, yesterday's price action offered a glimpse of what a potential peace agreement could deliver. If the negotiations recently mentioned by President Donald Trump materialize, we could easily see a sharp, V-shaped recovery across the board. However, until the dust settles, defense is the best offense. As options traders, our playbook right now should be strictly focused on keeping trading volume low, reducing capital exposure, and pushing expiration dates further out to give our setups room to breathe. Following yesterday's market-wide reversal, a few compelling charts are starting to stand out. UPS is at the top of my list, presenting a clean, purely technical entry. To time this setup, I am focusing on three specific indicators: Fast MACD (5, 13, 5): I prefer this highly responsive MACD setting because it highlights shifts in momentum well before the crowd catches on. On March 17th, this indicator crossed into bullish territory, and it hasn't looked back. The blue MACD line continues to track cleanly above the yellow signal line, confirming the upward momentum is holding strong. Directional movement index: The DMI is my go-to for assessing the internal health of a trend. It tracks the DI+ (green line) for buyers and the DI- (red line) for sellers. A downtrend is clearly marked when the red line dominates the green. Right now, we are seeing both lines curl and actively change their trajectories. This convergence provides the very first footprint of a structural trend change. Relative strength index: Since March 3, UPS has been battered, dragging its RSI deep into the oversold zone — under 30. Buying blindly into oversold conditions is a quick way to lose capital; I always wait for the stock to prove it has a pulse. We got that proof yesterday. The RSI decisively crossed back above the 30-level, a classic signal that sellers are exhausted and buyers a...

The latest offering from Nvidia could juice its revenue and share price.

Key PointsNvidia has just unveiled its new Groq 3 LPX inference accelerator for AI.

artiemedvedev/iStock via Getty Images StubHub ( STUB ) is an extremely underrated company at this moment. With its stock plummeting more than 70% since its IPO last year, it seems that its shareholders have been left in the desert without a comeback ticket. Despite this, STUB has a spectacular market-dominant position, revenue growth, margin expansion, and decent management, and at this price, I could even argue that it also has a margin of safety, although the more purists would need an even lower valuation before giving that blessing. I consider this stock a decent buy, not a screaming buy, because of two major factors: high debt and high dilution. Data by YCharts I concede that the stock was very overvalued back then in September of last year, when its market cap was very close to $8 billion and its valuation was at around 40 times FCF. However, after the massive collapse of the stock since then and the confirmation of solid growth and margin expansion in its most recent earnings presentation for the consolidated year of 2025, the valuation has gone down to a very relatable 8-9 times forward free cash flow. StubHub: an undisputed market leader StubHub's business is very simple: the company manages marketplaces for live event ticket reselling. It operates under two brands, StubHub, the market leader in North America, and Viagogo, the undisputed market leader internationally. The business model is also simple and has some protection from competitors due to brand recognition and network effects. For instance, the company has important metrics like the GMS, or Gross Merchandise Sales, a classic of marketplaces, and a service fee, also usually called a take rate, of 20% across the board. StubHub StubHub maintains a live-event database and promotes those events on platforms like Google to drive ticket acquisition. Then, due to brand recognition and good reputation in platforms like Reddit ( RDDT ), the buyers and sellers of tickets go to the platform and make exchanges...

Micron Down 14% From ATH, as SK Hynix Mulls U.S. Listing: Short Seller Tracker Moomoo

道达尔 能源将放弃两个美国海上风电租约，以换取最多约10亿美元的补偿，根据与内政部的新协议，将资本转向美国液化天然气和石油项目。 责任编辑：张俊 SF065

现货黄金从1月下旬的高点下跌约21%后企稳，尽管渣打银行等机构的一些策略师仍维持长期看涨目标。 责任编辑：张俊 SF065

StevanZZ/iStock via Getty Images One of my absolute favorite companies on the market today is none other than midstream/pipeline operator Energy Transfer LP ( ET ). Anybody who follows my work closely knows that I run a hyper-concentrated portfolio. So it says a lot that ET is my third-largest holding, accounting recently for approximately 15.6% of my total portfolio. In my last article covering the company, published in January of this year, I looked at both its common stock and preferred stock. The primary emphasis in that article was to assess the stability of the preferred stock. But all the same, I reaffirmed Energy Transfer as a Strong Buy candidate. Since that time, the stock has been up 10.4%, outperforming the 1.3% drop of the S&P 500 ( SP500 ). But that's nothing. Since I originally upgraded it to a Strong Buy way back in November of 2019, the stock has generated a return for investors of 171.5%. The market has meaningfully trailed that, achieving an upside of just 119.5%. You would think that such a monumental return for investors would lead to the company being fairly valued at best and overvalued at worst. However, the fact of the matter is that the stock is still incredibly cheap, both on an absolute basis and relative to other similar terms. I continue to be astounded by the fact that the market has not appropriately rewarded investors. This is a high-quality operation with a fantastic yield and debt that is in check. This combination of factors makes it very attractive, to the point that I wouldn't be surprised if I still hold it five years from now. Taking a fresh look at Energy Transfer Energy Transfer Operationally speaking, Energy Transfer is a fascinating business. The company boasts over 140,000 miles of pipeline, not to mention a wide array of other assets dedicated to gathering, transporting, fractionating, and even exporting natural gas, NGLs, and oil. As the image above illustrates, its infrastructure stretches through a large portion of th...

公司表示，OnlyFans所有者列昂尼德·拉德文斯基因癌症去世；在他拥有期间，随着创作者数量激增，公司收入在2024年增长至14亿美元。 责任编辑：张俊 SF065

As digital ads boom, CTV growth and AI fuel The Trade Desk, but Google's ad dominance and scale could make it the safer bet today.

adventtr/iStock via Getty Images I covered small-cap chip company Valens Semiconductor ( VLN ) back in January. I argued that it was time to sell the 65% pop because fundamentals were flimsy. At the time, VLN stock surged to popularity on social media. Bulls argued that investors were confusing Valens with a Canadian company named Velan ( VLN:CA ) that uses the same ticker symbol on the Toronto exchange. Some online news sites had reportedly confused financial reporting between the two companies, thus potentially casting Valens' shares in a bad light due to this incorrect depiction of the firm's financial status. It was my opinion that people weren't primarily selling off Valens' stock due to this misunderstanding, but rather that the operating business has been in a tailspin. And, fast forward to today, and the stock has resumed its longer-term downward trend: Data by YCharts With the stock back to a much more reasonable valuation following the sell-off, is that enough to turn me into a bull on Valens' stock? Not outright, no. But it is enough to move me to neutral. Here's why. Q4 Earnings Didn't Move the Needle On February 25th, Valens reported its Q4 and full-year 2025 results. The best news was with quarterly revenues, which jumped 16% to $19.4 million, which was $0.6 million ahead of expectations. On a non-GAAP EPS basis, the company's loss of four cents a share was in line with consensus estimates. The revenue growth in Q4 could seem fairly promising in isolation. However, it appears to be a short-lived burst of activity rather than a trend change. For Q1 of 2026, the company guided to midpoint revenues of $16.5 million, which would be a significant sequential decline from the Q4 2025 result. And for the full year 2026, the company is guiding to approximately 8% revenue growth. That's not terrible, but it's not nearly enough to change the narrative for a company that is losing money on an adjusted EBITDA basis, to say nothing of GAAP earnings. Zooming out, Val...

格隆汇3月24日｜液化石油气期货主力合约跌7.72%，报6571元/吨；聚丙烯期货主力合约跌3.73%，报8994元/吨；纯苯期货主力合约跌2.68%，报8382元/吨；甲醇期货主力合约跌1.85%，报3127元/吨；塑料期货主力合约跌3.36%，报8792元/吨；丙烯期货主力合约跌4.21%，报8812元/吨；PTA期货主力合约跌2.94%，报6602元/吨；苯乙烯期货主力合约跌2.68%，报10100元/吨；乙二醇期货主力合约跌3.19%，报5130元/吨；对二甲苯期货主力合约跌3.85%，报9484元/吨。

This season's English Football League play-off finals at Wembley will take place over the Spring Bank Holiday weekend in May.

分析师警告称，伊朗战争迅速缓和不太可能重演过去的“TACO交易”模式，因为通过霍尔木兹海峡的能源运输仍然中断，石油风险依然较高。 “TACO交易”的英文全称是“Trump Always Chickens Out”，意指“特朗普总是认怂”。这一交易策略源于2025年美股市场，投资者利用特朗普政策的波动进行套利。 责任编辑：张俊 SF065