fengdr/iStock via Getty Images Summary Clearwater Analytics Holdings, Inc. ( CWAN ) is set to be acquired by a consortium of private investors by the end of Q2 2026. With 2025 financials published, along with the preliminary proxy statement, investors are one step closer to seeing deal consummation. The consortium is led by Permira and Warburg Pincus; notably, Permira has been a long-term stakeholder in CWAN, indicating deep knowledge of the business as well as a commitment to get the deal done. The target went through a go-shop period, there is a good carve-out for material adverse effects, and both the target & parent have agreed to substantial termination fees. Viewing the merger timeline on a monthly basis, the necessary steps include a definitive merger proxy, a shareholder meeting, and deal closure by June 30th. At the current price of ~$23.50/share, investors have a chance to roughly 17% IRR. Background: 2024 Annual Report, Fourth Quarter 2025 According to the 2024 Annual Report , Clearwater Analytics bills itself as a financial software company specializing in investment accounting software for institutional investors and asset managers. It is a “cloud-native” approach that centralizes accounting, performance measurement, compliance, and risk (among other fund operations) through a single platform. Management’s self-described value proposition centers around simplifying a legacy process that solves the multi-asset class problem, the multi-basis problem, and the accounting methods problem. That is to say, if an asset manager were to allocate across stocks, bonds, cryptocurrency, with multiple cost bases, and do so internationally, there would be a multitude of hurdles when trying to value each client’s performance, especially under differing international accounting systems (i.e., GAAP or IFRS). In short, Clearwater attempts to achieve a “Golden Copy” of data that “benefits all [our] clients to the extent they otherwise have rights to the data” (p. 2) The rec...

格隆汇3月23日｜美元指数DXY回落至99下方，日内跌0.51%。

现货黄金触底反弹转涨近1%，报4500美元/盎司，此前一度跌超8% 2026-03-23 22:26:20 来源： 同花顺7x24快讯 分享 文章提及标的 伦敦金 -- 现货黄金触底反弹转涨近1%，报4500美元/盎司，此前一度跌超8%。 抄底黄金的机会？复盘黄金六次跳水历史>>>

格隆汇3月23日｜美股涨幅持续扩大，道指涨2.14%，纳指涨2.28%，标普500指数涨2.01%。

就金融消费者权益保护实践创新、行业痛点、生态共建等核心议题展开深度研讨。 3·15国际消费者权益日刚落幕不久，2026年第六期陆家嘴金融沙龙即紧扣热点，以“提升金融消费品质，共筑权益保护新生态”为主题，汇聚银行、保险、汽车金融和专业调解组织的专家，就金融消费者权益保护实践创新、行业痛点、生态共建等核心议题展开深度研讨，为上海国际金融中心建设筑牢金融消费者权益保护根基。 人工智能的深度应用，让数智消保风险识别更精准 活动的主旨演讲嘉宾中国农业银行信用卡中心党委副书记、副总裁黄金强首先聚焦信用卡消费者权益保护领域。 “信用卡的客户基数大、服务周期长、触客环节多、业务规则细，任何一个环节的疏漏，都会直接影响客户体验。”黄金强表示，信用卡行业早已告别“跑马圈地”的规模扩张，进入存量优化、提质增效的高质量发展新阶段。 央行数据显示，截至2025年末，全国信用卡和借贷合一卡在用发卡量达6.96亿张。 “当前信用卡消保工作有两大核心挑战”，黄金强表示，一是风险防控压力持续加大。宏观经济转型期，信用风险与欺诈风险交织，不法分子借助科技实施精准诈骗，既威胁客户资金安全，也对银行风控提出更高要求。二是金融黑灰产风险仍需警惕。 “非法代理维权、虚假征信修复等行为，不仅抬高银行运营成本、挤占正常投诉渠道，更直接侵害消费者的财产与信息安全，”黄金强说。 不过，信用卡消保机遇同样清晰。在黄金强看来，一方面政策红利持续释放，如《中华人民共和国消费者权益保护法实施条例》等制度密集落地，为行业划定清晰的合规标尺，也为消保工作提供了坚实的法治支撑；另一方面得益于科技赋能的全面升级。“大数据、人工智能、大模型的深度应用，让数智消保从概念走向现实，风险识别更精准、服务响应更快捷、流程体验更简洁，为消保提质增效装上了技术引擎”。 “金融消保不是一家之事、一域之责，而是全行业的共同使命”，黄金强呼吁，加强消保，一要加强信息共享，在合规前提下实现风险线索、违规案例互通，筑牢行业风控防线；二要深化协同合作，聚焦风险联防、纠纷联处、宣传联办、规范联建，形成行业治理合力；三要坚守合规底线，严格落实综合融资成本明示要求，摒弃粗放扩张、无序竞争，共同营造公平透明的市场生态。 以机制创新破题，打造金融纠纷化解的“上海样本” 金融消费纠纷发生后，如何让消费者低成本、高效率地维权？上海市金融消费纠纷调解中心主任陆翔带来了专业调...

baileystock Tesla's ( TSLA ) newly announced “TeraFab” semiconductor manufacturing facility is likely to boost the technology giant's capex spending significantly higher than the $20B it told investors about earlier this year, Barclays said. However, the investment firm thinks it may get some help. “What's clear is that our 'bull' capex target for Terafab of $50bn+ appears dramatically low vs. the aspirations Tesla communicated, and could be many multiples higher, and likely well more than an order of magnitude higher,” Barclays analyst Dan Levy wrote in a note to clients. “Yet it seems that the bulls are braced for this, knowing that you need to spend if you want to win. Note though, we expect Tesla to undergo construction in multiple phases, slowly ramping to the 1 TW target. And we would assume that Tesla and SpaceX [and] xAI will contribute funding.” SpaceX and xAI ( X.AI ) recently merged , bringing the maker of the Grok chatbot and Musk's rocket launch and space technology company under one roof. Over the weekend, Tesla and SpaceX ( SPACE ) CEO Elon Musk unveiled plans for a new semiconductor venture, dubbed “Terafab,” to be built in Austin, Texas. It will be operated jointly by Tesla and SpaceX, as he seeks greater control over semiconductor supply for AI, robotics, and space computing. Tesla currently relies on semiconductor foundries, such as Taiwan Semiconductor Manufacturing ( TSM ) ( TSMWF ) and Samsung ( SSNLF ), to produce its chips. The project would begin with a smaller advanced fabrication facility capable of designing and testing a wide range of chips, with ambitions to scale into a much larger operation. Musk has argued that current chipmakers are not expanding fast enough to meet the demands of next-generation AI systems. The proposed fab would produce two main types of chips: lower-power processors for vehicles, robotaxis, and humanoid robots; and higher-performance chips designed for space-based computing. Musk envisions eventually supporting m...

baileystock Tesla's ( TSLA ) newly announced “TeraFab” semiconductor manufacturing facility is likely to boost the technology giant's capex spending significantly higher than the $20B it told investors about earlier this year, Barclays said. However, the investment firm thinks it may get some help. “What's clear is that our 'bull' capex target for Terafab of $50bn+ appears dramatically low vs. the aspirations Tesla communicated, and could be many multiples higher, and likely well more than an order of magnitude higher,” Barclays analyst Dan Levy wrote in a note to clients. “Yet it seems that the bulls are braced for this, knowing that you need to spend if you want to win. Note though, we expect Tesla to undergo construction in multiple phases, slowly ramping to the 1 TW target. And we would assume that Tesla and SpaceX [and] xAI will contribute funding.” SpaceX and xAI ( X.AI ) recently merged , bringing the maker of the Grok chatbot and Musk's rocket launch and space technology company under one roof. Over the weekend, Tesla and SpaceX ( SPACE ) CEO Elon Musk unveiled plans for a new semiconductor venture, dubbed “Terafab,” to be built in Austin, Texas. It will be operated jointly by Tesla and SpaceX, as he seeks greater control over semiconductor supply for AI, robotics, and space computing. Tesla currently relies on semiconductor foundries, such as Taiwan Semiconductor Manufacturing ( TSM ) ( TSMWF ) and Samsung ( SSNLF ), to produce its chips. The project would begin with a smaller advanced fabrication facility capable of designing and testing a wide range of chips, with ambitions to scale into a much larger operation. Musk has argued that current chipmakers are not expanding fast enough to meet the demands of next-generation AI systems. The proposed fab would produce two main types of chips: lower-power processors for vehicles, robotaxis, and humanoid robots; and higher-performance chips designed for space-based computing. Musk envisions eventually supporting m...

据美国媒体报道，美国总统特朗普23日说，美国同伊朗进行了“强有力”的对话，已形成协议要点。 特朗普说，美方同伊朗领导层进行了对话，但不是同伊朗最高领袖进行对话。对话由美国总统特使威特科夫、他的女婿库什纳同伊朗方面进行。 特朗普说，美伊23日可能通过电话进行对话。如果达成协议，这将对伊朗和整个地区是个“伟大的开始”。 针对伊朗方面否认同美国对话，特朗普说，美国炸毁了伊朗大量基础设施，伊朗那里很难获得信息。 他还说，刚刚同以色列方面通话。以色列对现在的一切感到很满意。

Iuliia Antonova/iStock via Getty Images I have covered Golar LNG Limited ( GLNG ) before , where I outlined the investment thesis in detail and explained why I considered it an interesting buy. Since then, the stock has appreciated by almost 25%, mainly over the last few days due to the Iran war . While I am disappointed that the company couldn’t achieve a fourth FLNG yet, the current situation benefits it as it increases the probabilities of increasing its fleet and ensures higher gas prices for longer. Background Golar LNG is the only independent owner and operator of FLNG facilities and basically offers “FLNG as a service,” trying to replicate the FPSO model into LNG. The company’s fleet consists of three FLNGs, Hilli and Gimi in operation and Fuji LNG under conversion in China, plus a 10% stake in SESA, the company that will charter Hilli and Fuji and export LNG from Argentina. Investor Presentation Hilli was the first unit, which has a capacity of 2.4 MTPA and started its contract in Cameroon in 2018. The current contract ends in 2026, after which Hilli will go to the yard for upgrades before starting its new 20-year charter with SESA in the second half of 2027. The new contract should give around $285 million of base EBITDA a year, plus it has a commodity component (more on that later). Gimi, the second FLNG, which has a capacity of 2.7 MTPA, reached its COD with BP in July 2025 . Since then, it has been ramping up, and it operates above its nameplate capacity. Golar owns 70% and guides for around $150 million of annual EBITDA net to Golar at nameplate capacity. The contract does not have commodity upside. Finally, the third unit will have a capacity of 3.5 MTPA and is expected to start its 20-year contract in the second half of 2028. Management guides for $400 million of base EBITDA per year, plus around a commodity component. Investor Presentation Both Argentina contracts have inflation protection, and the commodity component together with SESA upside provid...

In early trading on Monday, shares of Insmed topped the list of the day's best performing components of the Nasdaq 100 index, trading up 8.4%. Year to date, Insmed has lost about 15.3% of its value. And the worst performing Nasdaq 100 component thus far on the day is Thomson Reuters, trading down 3.9%. Thomson Reuters is lower by about 31.9% looking at the year to date performance. Two other components making moves today are Diamondback Energy, trading down 0.7%, and Palantir Technologies, trading up 5.7% on the day. VIDEO: Nasdaq 100 Movers: TRI, INSM The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

For under $1000, you can grab four of the most expensive components to build a high-end gaming PC at a time when memory and SSD prices are at an all-time high. Newegg Combo Deal Presents Ryzen 9800X3D, ASUS X870 Motherboard, and V-Color 32 GB RAM for $959; Claim Team Group SSD and Crimson Desert Game for Free As soon as the Intel Core Ultra Plus series hit the shelves, we are seeing some decent discounts on Ryzen 9000 processors. AMD Ryzen 7 9800X3D, which remains one of the best gaming processors, is right now sitting at just $419 on Amazon. This is even lower than the deal price we posted a few days ago. Ryzen 7 9850X3D remains close to $500, making 9800X3D a much more sensible option for gamers. Similarly, the Ryzen 5 9600X also dropped to $189 on Amazon, letting users build powerful budget and mid-range gaming PCs for cheap. In case you are just looking for the CPU, then we recommend getting the Ryzen 7 9800X3D from Amazon at $419 since it’s unclear how long the current deal will remain available.. This 8-core/16-thread monster is still the superior choice for gaming, but if you want to maximize savings, then there is an amazing combo deal on Newegg. For just $959, you can purchase this Ryzen 7 9800X3D combo deal that gives you the processor, an ASUS TUF Gaming X870-Plus WiFi motherboard, and a V-Color 32 GB DDR5 RAM kit. Moreover, it unlocks some gifts, including a digital code for Crimson Desert valued at $70, a Team Group T-Force 512 GB PCIe 4.0 SSD, and a one-year Anti-Virus subscription. The T-Force SSD is currently selling for $112, which makes this deal irresistible. If you were to buy these components separately at regular prices, you would have to pay $469 + $239 + $499 + $112 = US$1319 (excluding the game and antivirus). With the bundle, you are saving over $350, which can be invested in a better GPU, PSU, case, or CPU cooler. For under $2000, you can get your PC build done if you choose a GPU like Radeon RX 9070 or RTX 5070. For this price tag, gettin...

There is a bottleneck in the artificial intelligence (AI) build-out that doesn't get enough coverage: A lack of power. It's not chips. It's not cooling. The actual megawatts of electricity delivered reliably at the scale that a 100,000-graphics processing unit (GPU) cluster demands is hard to come by. In Texas, the ERCOT grid interconnection queue has swollen past 230 gigawatts, with wait times for large-load customers wanting added access to the grid now exceeding five years. More power sources are needed desperately. Hyperscalers are spending $690 billion on AI infrastructure in 2026 alone -- and they need those grid connections to power their expanded operations. One surprising company looking to provide that energy: Atlas Energy Solutions (AESI 5.49%). Here's how. Atlas Energy wants to tap into an unused power source Most investors recognize Atlas Energy as a proppant company, which supplies the frac sand that fuels drilling activity in the Permian Basin and transports it via its Dune Express system. The Dune Express is actually the world's longest automated sand conveyor. That's Atlas' main business. But what's happening now is something else entirely. Atlas is using that physical Permian footprint to help solve the most pressing bottleneck in the modern economy.​ In March 2026, Atlas signed a Global Framework Agreement with Caterpillar (CAT +3.96%), securing roughly 1.4 gigawatts (GW) of incremental natural gas power generation assets through Dec. 31, 2030. The initial purchase commitment is approximately $840 million. With successful deployment, Atlas expects to own and operate approximately 2 gigawatts of generation capacity by 2030.​ Why is a sand provider getting into power generation? The strategic logic is cleaner than it looks at first glance. Atlas's Permian Basin operations sit next to enormous amounts of "stranded" natural gas. This gas would otherwise be flared off into the atmosphere due to pipeline constraints. Its subsidiary, Galt Power Solutions...

Both Coherent Corp. COHR and Palantir Technologies Inc. PLTR are vital players in the AI space. While Coherent operates in the AI hardware infrastructure domain, Palantir prevails in the AI software and data analytics space, supporting the AI boom. Let us delve deeper to find out which of these two stocks provides an upside for investors. The Case for COHR In the second quarter of fiscal 2026, Coherent derived 70% of its revenues from the Datacenter & Communications segment, highlighting its ability to ride the AI wave effortlessly. The explosive expansion of the AI space is assisting the company in paying out dividends, as evidenced by an 11% sequential and a 34% year-over-year hike in its top line during the second quarter of fiscal 2026. The company’s operational prowess is highlighted by a 147-basis-point year-over-year surge in the operating margin, a trait vital to sustain in the AI domain. Coherent’s competitive edge lies in its product portfolio and a combination of vertical integration and U.S. manufacturing expansion. The company anticipates the primary revenue growth driver to be the rising demand for 1.6T and 800-gig transceivers. Also, the expansion of indium phosphide production across Sherman, TX, and Jarfalla, Sweden positions the company to benefit from the rising demand for AI. COHR’s solid balance sheet positions it to make effective investments to take leaps in the AI domain. As of the end of the second quarter of fiscal 2026, COHR held $899 million in its cash chest against $106 million in current debt. It signals a strong liquidity position as evidenced by a current ratio of 2.25. While it held $3.2 billion in long-term debt as of the end of Dec. 31, 2025, a times interest earned of 2.5 highlights effective interest expense management. The rising demand for AI infrastructure positions Coherent to gain an edge over its competitors. Swimming through this tide requires smart investments that the company can mobilize, as evidenced by its robust bal...

Both Coherent Corp. COHR and Palantir Technologies Inc. PLTR are vital players in the AI space. While Coherent operates in the AI hardware infrastructure domain, Palantir prevails in the AI software and data analytics space, supporting the AI boom. Let us delve deeper to find out which of these two stocks provides an upside for investors. The Case for COHR In the second quarter of fiscal 2026, Coherent derived 70% of its revenues from the Datacenter & Communications segment, highlighting its ability to ride the AI wave effortlessly. The explosive expansion of the AI space is assisting the company in paying out dividends, as evidenced by an 11% sequential and a 34% year-over-year hike in its top line during the second quarter of fiscal 2026. The company’s operational prowess is highlighted by a 147-basis-point year-over-year surge in the operating margin, a trait vital to sustain in the AI domain. Coherent’s competitive edge lies in its product portfolio and a combination of vertical integration and U.S. manufacturing expansion. The company anticipates the primary revenue growth driver to be the rising demand for 1.6T and 800-gig transceivers. Also, the expansion of indium phosphide production across Sherman, TX, and Jarfalla, Sweden positions the company to benefit from the rising demand for AI. COHR’s solid balance sheet positions it to make effective investments to take leaps in the AI domain. As of the end of the second quarter of fiscal 2026, COHR held $899 million in its cash chest against $106 million in current debt. It signals a strong liquidity position as evidenced by a current ratio of 2.25. While it held $3.2 billion in long-term debt as of the end of Dec. 31, 2025, a times interest earned of 2.5 highlights effective interest expense management. The rising demand for AI infrastructure positions Coherent to gain an edge over its competitors. Swimming through this tide requires smart investments that the company can mobilize, as evidenced by its robust bal...

President Donald Trump says the US is speaking with a “top person” in Iran, but the Supreme Leader. (Source: Bloomberg)

Short-term pain followed by some gain down the line — that's how history has handled significant oil price shocks, according to new data pulled from JPMorgan. Going back to 1974, in periods where oil prices have spiked more than 100%, the median performance of the S&P 500 (^GSPC) has been higher one month, three months, six months, and one year following the surge in crude (BZ=F) (chart below). The S&P 500 has a median gain of 6% during the oil price spike period. But don't get too warm and fuzzy, JPMorgan warned. "Clearly, if oil prices spike further from here — and the targeting of Gulf production capacity makes a move toward $120-$130 and potentially higher more plausible — equities would have to reprice lower," JPMorgan strategist Mislav Matejka said. Looking for positives against the backdrop of much-higher oil prices. · JP Morgan The price of oil is likely to remain the main market driver in the near term. Since the launch of Operation Epic Fury on Feb. 28, global energy markets have experienced a violent "war premium" being built into prices. Oil prices, which had been around $72 per barrel before the US strikes on Iran, instantly surged. The closure of the Strait of Hormuz has placed 20% of global supply at risk. Brent crude briefly peaked at a staggering $119 per barrel in early March before settling into a volatile range. As of today, oil is trading near $113 per barrel, a nearly 60% increase in less than a month. Read more: How oil price shocks ripple through your wallet, from gas to groceries The rise in oil prices has started to hit consumers' wallets, with the average price of gas across the country approaching $4 per gallon. Diesel prices have soared, pressuring trucking operations. "[Higher gas prices are] absolutely recessionary in the short term," former Trump administration insider Gary Cohn said on Yahoo Finance's Opening Bid (video above). "There's nothing more instantaneous to a consumer than standing there holding down the gas nozzle and watch...

据美国人口普查局（Census Bureau）的报告，美国1月份建筑支出下降。 美国建筑支出年率从12月份的2.198万亿美元降至2.190万亿美元，降幅为0.3%。 1月份，私营建筑支出下降0.6%。私营住宅建筑支出下降0.8%。私营非住宅建筑支出下滑0.4%。与此同时，公共建筑支出较12月份增长0.6%。 责任编辑：李桐

特朗普总统表示，美伊双方在旨在结束战争的谈判中已达成多项共识。 周一，特朗普在佛罗里达州对记者称：“伊朗将不再拥有核武器。”他还表示，希望霍尔木兹海峡能尽快重新开放。当被问及由谁控制该海峡时，特朗普称：“或许是我。”他补充道，伊朗新领导人也将参与这条全球关键航道的管控。 特朗普透露，协议内容还将包括政权更迭，并提及已有多名伊朗高层官员被击毙。“政权更迭已是必然，不过我们正在接触的一些人，我认为相当通情达理、立场坚定。其中或许就有我们正需要的人选。看看委内瑞拉，现在局势进展得多顺利。” 责任编辑：陈钰嘉

In early trading on Monday, shares of Qnity Electronics topped the list of the day's best performing components of the S&P 500 index, trading up 6.2%. Year to date, Qnity Electronics Inc registers a 39.9% gain. And the worst performing S&P 500 component thus far on the day is CF Industries Holdings, trading down 7.3%. CF Industries Holdings is showing a gain of 49.7% looking at the year to date performance. Two other components making moves today are Super Micro Computer, trading down 4.2%, and Norwegian Cruise Line Holdings, trading up 6.1% on the day. VIDEO: S&P 500 Movers: CF, Q The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

文章提及标的 纽约钯 -- 钯金 -- NYMEX钯金主力合约涨超2%，现报1475.5美元/盎司。

中國石化表示，因應中東局勢，適量調整石油加工，以確保市場供應正常。 中石化副董事長趙東表示︰「三月份我們對於加工量略做了一些調整，但是不影響整個市場的供應。四、五月份，我們也會根據這個形勢的發展，做一些適當的安排，是要保證社會成品油的供給，對近兩個月認為是沒有問題。總的來講，我們是密切關注形勢的發展，動態優化調整我們的生產經營的計劃，確保市場的供應不出問題。」

Apple (NASDAQ:AAPL - Get Free Report) had its price target decreased by investment analysts at Bank of America from $325.00 to $320.00 in a research report issued to clients and investors on Monday, MarketBeat Ratings reports. The brokerage presently has a "buy" rating on the iPhone maker's stock. Bank of America's target price suggests a potential upside of 26.67% from the stock's previous close. AAPL has been the topic of a number of other reports. Raymond James Financial reaffirmed a "market perform" rating on shares of Apple in a research report on Friday, January 2nd. Jefferies Financial Group set a $330.00 target price on Apple in a report on Wednesday, March 4th. Loop Capital reaffirmed a "buy" rating and set a $325.00 price objective (up from $315.00) on shares of Apple in a research report on Tuesday, December 2nd. JPMorgan Chase & Co. upped their target price on shares of Apple from $315.00 to $325.00 and gave the stock an "overweight" rating in a report on Friday, January 30th. Finally, DA Davidson reaffirmed a "neutral" rating and set a $270.00 price objective on shares of Apple in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Apple presently has an average rating of "Moderate Buy" and an average price target of $297.58. Get Apple alerts: Sign Up Check Out Our Latest Report on Apple Apple Trading Up 1.9% Shares of AAPL stock traded up $4.63 on Monday, hitting $252.62. 7,198,644 shares of the company's stock traded hands, compared to its average volume of 47,990,516. The stock has a market capitalization of $3.71 trillion, a price-to-earnings ratio of 31.92, a P/E/G ratio of 2.21 and a beta of 1.10. The company's fifty day simple moving average is $260.99 and its 200 day simple moving average is $262.37. Apple has a one year low of $169.21 and a ...

Federal immigration officers have been seen at several U.S. airports on Monday after the Trump administration said it would deploy ICE agents to ease security lines amid an ongoing partial government shutdown. The shutdown, which began on February 14, has resulted in long lines at airport pre-gate security checkpoints, typically handled by Transportation Security Administration (TSA) agents. Since the shutdown, hundreds of thousands of agents under the Department of Homeland Security, including TSA, have worked without pay since Congress failed to pass new funding. Democrats are calling for changes to federal immigration operations after reports of abuse by agents, including the killing of two U.S. citizens earlier this year. In recent days, travelers have filmed lines with wait times estimated at several hours. Trump border czar Tom Homan told CNN that ICE agents would be deployed starting Monday to airports with the longest wait times. Homan said details of the plan were still under discussion. Critics say having ICE agents at airports would increase tensions with travelers. Federal agents have been seen making at least one arrest at San Francisco International Airport on Sunday night, according to eyewitness accounts. One video posted to TikTok shows unidentified, plain-clothed agents declining to identify themselves as they detain a person, including a child, past the security line at a terminal gate. A video posted to Reddit shows the agents detaining a person from another angle. TechCrunch has contacted the poster. A spokesperson for ICE did not immediately return a request for comment about the arrest. According to reporters with the Associated Press, ICE agents have also been seen at Hartsfield–Jackson Atlanta International Airport. The Guardian reports ICE was seen at airports in Newark, New Orleans, and New York’s John F. Kennedy. CNN reports that Chicago, Cleveland, Houston, Phoenix, and San Juan are among the airports where ICE has been deployed. ICE is ...

Two Democratic senators are scrutinizing Nvidia’s (NVDA) $20 billion licensing deal with the artificial intelligence startup Groq, raising antitrust concerns. For investors who've watched NVDA stock soar on the back of the AI boom, the question is simple: Does this change anything? Here's the full picture. What Is the Nvidia-Groq Deal? Nvidia didn't technically acquire Groq. The deal, sealed at the end of 2025, granted Nvidia a non-exclusive license to Groq's inference-chip technology and brought several senior Groq executives, including co-founder and CEO Jonathan Ross, into the Nvidia fold. Most of Groq's software engineers and hardware designers also made the move. Groq's cloud business, however, continues to operate independently under new leadership. The transaction was valued at $20 billion in cash, according to CNBC, making it by far the largest deal Nvidia has ever done. For context, its biggest prior acquisition was Israeli chip designer Mellanox in 2019, which cost close to $7 billion. Jensen Huang, Nvidia's CEO, described the rationale clearly: In an internal email obtained by CNBC , Huang wrote that the company plans to fold Groq's low-latency processors into Nvidia's AI factory architecture to serve a broader range of inference and real-time workloads. , Huang wrote that the company plans to fold Groq's low-latency processors into Nvidia's AI factory architecture to serve a broader range of inference and real-time workloads. That aligns perfectly with what Huang detailed at GTC 2026 in March, where he laid out how Groq's technology slots into Vera Rubin, Nvidia's next-generation AI system. The plan: use Groq chips to handle the most latency-sensitive, bandwidth-hungry parts of AI inference—the slice where traditional GPU designs run out of steam. Huang estimated Groq could be relevant to about 25% of a data center's workload, potentially boosting total revenues from that infrastructure by a meaningful margin. Why Senators Are Pushing Back Senators Eliza...

As Lawmakers Zero in on Nvidia-Groq Deal, Should You Be Worried About NVDA Stock? Yahoo Finance

What triggered AMD shares' latest price surge Traders Union

TLDR TD Cowen reiterated a Buy rating and $300 price target on Amazon, naming it a preferred large-cap pick. Barclays also reiterated an Overweight rating and $300 price target, citing AI-driven AWS growth. Amazon stock rose roughly 2.8% in pre-market trading on Monday, March 23, 2026. The OpenAI deal brings total AWS committed spend to $138 billion over seven to eight years, per Barclays. Anthropic saw a 35% rise in annual recurring revenue in just weeks during Q1 2026, boosted by Claude Code and Cowork. 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Amazon is getting some love on Wall Street this Monday morning, and the stock is responding. AMZN jumped roughly 2.8% in pre-market trading on March 23, 2026, after two separate analyst notes landed backing the e-commerce and cloud giant. Amazon.com, Inc., AMZN TD Cowen analyst John Blackledge reiterated his Buy rating and kept his $300 price target in place. He named Amazon a top large-cap pick heading into the next year. Barclays followed with its own Overweight reiteration and the same $300 target, pointing to a string of AI-related tailwinds building behind AWS. With AMZN trading near $205 at the time of writing, both price targets imply roughly 46% upside from current levels. AWS Expected to Reaccelerate AWS is the centerpiece of both bullish notes. TD Cowen expects cloud growth to “reaccelerate through 2025 and into 2026 as demand for AI workloads increases,” after earlier pressure from capacity constraints. Barclays took a more specific angle. The bank highlighted Amazon’s deal with OpenAI, which it says brings total committed AWS spend to $138 billion over seven to eight years. Barclays expects the AWS backlog to move above $350 billion in the next quarter as that deal gets reflected in the numbers. The bank also raised its 2027 AWS revenue estimate by 5% and now expects AWS revenue g...

Welcome to the Mideast Money newsletter , where we chronicle the intersection of money and power in a region that’s become one of the most influential in global finance. This week , let’s dive straight into the latest on the US-Israeli war on Iran . US President Donald Trump postponed threatened strikes against Iranian energy infrastructure and power plants for five days, pending the outcome of what he said were talks with Iran to end the war that’s now in its 24th day. However, Iran hasn’t had “direct or indirect communication with Trump,” the country’s semi-official Fars news agency reported. Oil plunged as much as 14% after Trump’s comments, which came out of the blue as fears were growing of an escalation in the conflict. Iran has effectively closed the Strait of Hormuz — a vital waterway for oil and gas flows — since the start of the conflict on Feb. 28. The United Arab Emirates has borne the brunt of the Islamic Republic’s attacks, while energy infrastructure across the Gulf has been targeted. The Middle East’s largest stock markets have diverged in performance since the start of the war. Dubai’s benchmark has extended losses to about 14% — the worst performer globally — while Abu Dhabi is down around 7%, despite a liquidity and resilience package from the UAE central bank aimed at supporting lending and the broader economy. By contrast, Saudi Arabia’s Tadawul All Share Index is up 2.5% over the same period, buoyed by heavyweights including Aramco. Rating agencies and economists, meanwhile, see both risks and buffers. Moody’s said the impact on Middle Eastern sovereigns will hinge on how long the conflict lasts and the extent of damage to energy and civilian infrastructure, pointing to Kuwait, Qatar and Abu Dhabi’s large financial assets that can help preserve creditworthiness even in an extended Strait of Hormuz closure scenario. Goldman Sachs struck a similar balance. Even as it warned that some Gulf economies are at risk of their worst slump since the 1990s...

Broadcom Inc (NASDAQ:AVGO) is expanding its growth strategy by strengthening both cybersecurity offerings and AI infrastructure capabilities. Semiconductor stocks rebounded on Monday as easing geopolitical tensions improved sentiment across the sector. Markets reacted after President Donald Trump signaled progress in U.S.-Iran talks and ordered a five-day pause on potential strikes against Iranian energy infrastructure, raising hopes for diplomacy. Investors also focused on signs the administration is exploring an exit from the conflict, reducing concerns around supply disruptions tied to the Strait of Hormuz. New Security Platform Targets Underserved Customers Broadcom on Monday introduced Symantec CBX, a cloud-based security platform that combines Symantec and Carbon Black technologies into a single, easy-to-use system. The company designed CBX for organizations that lack large security teams or technical resources but still face serious cyber threats. As attacks grow more advanced, many smaller teams struggle to keep up due to limited staff, high costs, and complex tools. CBX combines multiple security functions—such as preventing attacks, detecting threats, and responding quickly—into a single platform. It helps users monitor activity across devices, networks, and data in one place, making it easier to spot and stop threats. The system also connects related security events and highlights the most important issues, allowing teams to act faster. It can identify unusual behavior, block suspicious activity, and provide guidance on how to respond. Broadcom said the platform gives smaller organizations access to advanced protection that was previously difficult or expensive to implement, helping them better defend against increasingly complex cyberattacks. AI Push And Analyst Growth Outlook Broadcom is also expanding its AI push by rolling out new networking products and tools that help data centers move more data and run AI systems more efficiently. The company has s...

Good news, fellow PC enthusiasts; things are heating up in the desktop CPU space. Intel today unleashed its best CPU in years in the form of Core Ultra 7 270K Plus, and the knock-on effect is likely to be price cuts on competing parts. At £299, the Intel newcomer holds serious potential for productivity builds, but AMD is keen to ensure it maintains the gaming crown established through its hugely popular X3D range of processors. To that end, the venerable Ryzen 7 9800X3D is raining on Core Ultra’s parade by dropping to an all-time-low price at Amazon, both in the UK and across the pond. AMD Ryzen 7 9800X3D “There’s little doubt that Ryzen 7 9800X3D is the best gaming processor on the market. Back in 2022 we questioned whether gamers would be willing to sacrifice everyday performance in favour of gaming excellence; now they don’t have to.” Read our review. Buy from Amazon Right now, the go-to gaming CPU is available for £382.99 / $419.95, marking a 12% reduction over the official MSRP. Price trackers confirm that this is the lowest price to date at either Amazon UK or Amazon US. While gamers have been inclined to lean toward X3D hardware in recent years, the decision is no longer clear cut. Intel’s Arrow Lake Refresh has delivered meaningful improvements in 3D workloads, and while cache-laden AMD Ryzen parts will continue to hold sway, Core Ultra’s sizeable core-and-thread count gives pause for thought. As the price gap closes, users may be faced with that exact quandary. Is it better to go with an eight-core, 16-thread AMD part that specialises in gaming, or a 24-core Intel chip that rules the roost in most other workloads? That’s going to depend on the user, but having the choice is absolutely a good thing, and one has to wonder if Intel’s aggressively-priced launch will cause other chips to see similar dips. The likes of 9700X and 9600X, in particular, may need a jostle for mid-range position. At the very least, it’s good to see genuine competition in the CPU spac...