Tesla (TSLA) has spent years pushing the boundaries of autonomy, evolving from an EV pioneer into a full-fledged AI-driven ecosystem. Under Elon Musk, it is no longer just about cars—Full Self-Driving (FSD) and robotaxis now anchor a bigger vision where vehicles don’t just move but learn, adapt, and generate value over time. The idea is simple but bold—a world where most vehicles are autonomous, and Tesla’s fleet becomes a revenue engine on wheels. That’s where Morgan Stanley analyst Andrew Percoco sees a “flywheel” forming—robotaxi miles improve FSD, which boosts demand, lifts margins, and feeds back into growth. Even with near-term cash burn, the long game could be powerful. Still, with TSLA stock down over 25% from its highs and struggling through 2026, are investors catching an early opportunity or stepping into something that still needs time to prove itself? About Tesla Stock Founded in 2003, Texas-based Tesla has become far more than just an electric vehicle (EV) maker. Under Elon Musk’s relentless vision, it fuses EVs, battery storage, solar energy, and early-stage robotics into a single, future-facing ecosystem. Operating across more than 30 countries in North America, Europe, and Asia, Tesla continues to shape the global conversation around clean mobility and next-generation infrastructure. Its market capitalization currently stands at around $1.43 trillion. Tesla’s stock journey from 2025 into early 2026 has been anything but smooth. It started the year under pressure, as slowing EV demand, tariff concerns, and constant headlines around Elon Musk weighed on investor sentiment. For months, TSLA mostly moved sideways, stuck in a narrow range with no clear direction. Then sentiment flipped almost suddenly. Musk reignited optimism after locking in a massive compensation package and making his first personal share purchase in five years, deploying nearly $1 billion. That move helped erase earlier losses quickly, and momentum began to rebuild. However, the rall...

ferrantraite/E+ via Getty Images Introduction After spending two days discussing in-depth market and economic developments, today is about more in-depth stock ideas again. As much as I dislike this market environment of daily changing headlines and macro risks, I love that the market is presenting us with new opportunities. That’s why I often joke that I have a win-win strategy. If my stocks fall, I can buy more at better prices (I win). If my stocks rise, my net worth rises (I win). Needless to say, that only works if we pick the right stocks. Consistently buying more stock in a company that doesn’t have a bright future is a terrific way to destroy wealth. That’s why we need to put so much emphasis on quality, especially as I own just 15 stocks that account for nearly every penny of my liquid net worth (that’s how seriously I take this). Speaking of that portfolio, I’ve lost a lot of capital in recent weeks - on paper. That’s obviously because many of the gains in recent weeks have been reversed when the war in Iran triggered stagflation fears (rising inflation and falling growth expectations). Over the past four weeks, energy is the only sector that’s up (+8%). The S&P 500 has fallen by roughly 6%, with underperformance in areas like materials, industrials, consumer, real estate, and financials. State Street Year-to-date, the S&P 500 is down 5%. Luckily, I’m still outperforming, as I am up 18% since the start of this year (see below). That’s 23 points above the S&P 500 return, but 10 points below the peak. It hurts, but it is what it is. Yahoo Finance (Leo’s Portfolio) With that said, I’m not worried at all. As I have written in recent days, I believe this (the Iran War) is not an event that will meaningfully derail my growth broadening thesis. It certainly has the potential to do that, which explains the stock market’s reaction, yet I think it’s a terrific buying opportunity. That’s why today, I’ll cover two of my biggest holdings that account for 25% of my portf...

Sinenkiy/iStock via Getty Images After seemingly teasing the market ahead of the weekend that he was considering “winding down” military operations, President Trump issued Iran an ultimatum that threatens to escalate the conflict. He issued a 48-hour ultimatum that appears to expire around 7:45 pm ET today that if the Strait of Hormuz is not open, Iranian power plants will be attacked. Iran has reportedly carried out fresh strikes across the region today. Equities and bonds have been pummeled. The dollar ( DXY ) is racing higher. Gold (and silver) is offering new respite. The possibility that we are on the verge of a significant escalation of the conflict will deter investors today. There is no appetite for risk. As we noted when the war began, if this is World War Three, the market wants dollars. Prices G10 • The euro chopped lower ahead of the weekend. It had pushed above $1.16 after last Thursday’s ECB meeting. Although it remains within last Thursday’s range (~$1.1445-$1.1615), it has been pushed below $1.15 in Europe and looks poised to test the lower end. Options for around 2.55 bln euro struck at $1.15 expire tomorrow, and another stack for around the same amount expires Wednesday. The low since last August was set earlier this month near $1.1410. • The market has not given up on the JPY160 hurdle, and the disruption from the war and the jump in US rates may give the short-term participants the incentive to overcome it. It is bumping against the JPY159.65 area in the European morning. We suspect there will be some profit-taking after it is broken and look for the JPY160.40 area to cap it. • A sharp rise in rates after the Bank of England meeting seemed to help lift sterling last Thursday to about $1.3465. It settled above the 20-day moving average for the first time since mid-February. Yet, the continued rise in rates ahead of the weekend did not aid sterling, which was pushed back to $1.3300. It has been sold for about $1.3260 so far today. After being turne...

Strong financial position with cash, cash equivalents and marketable securities of $91.5M as of December 2025 $2.25B Moderna global settlement for infringement of lipid nanoparticle (LNP) delivery technology represents significant outcome for Arbutus and Genevant Two additional patients from Phase 2a clinical trials of imdusiran achieve functional cure Milestone payment received under Alnylam LNP license for product candidate to treat hepatocellular carcinoma (HCC) WARMINSTER, Pa., March 23, 2026 (GLOBE NEWSWIRE) -- Arbutus Biopharma Corporation (Nasdaq: ABUS) (“Arbutus” or the “Company”), a clinical-stage biopharmaceutical company focused on infectious disease, today reported fourth quarter and year end 2025 financial results and provided a corporate update. “We delivered another strong quarter, maintaining a disciplined approach to capital allocation and a continued focus on maximizing our cash runway,” said Lindsay Androski, President and CEO of Arbutus. “I am thrilled to announce that two additional patients from our Phase 2a trials of imdusiran have achieved functional cure in chronic hepatitis B (“cHBV”), and am pleased with our team’s continuing progress on our cHBV programs.” LNP Litigation On March 3, 2026, Arbutus, along with its exclusive licensee, Genevant Sciences (“Genevant”), entered into a settlement agreement to resolve all global patent infringement litigation and patent revocation proceedings involving Moderna. As part of the settlement, Moderna will pay Arbutus and Genevant $950 million upfront in July 2026 (“Noncontingent Settlement Payment”) and an additional $1.3 billion contingent upon an appellate ruling that 28 U.S.C. §1498 (“Section 1498”) does not bar Arbutus’ and Genevant’s claims against Moderna for patent infringement, except as to doses characterized by the district court as having gone to U.S. government employees. In asserting that defense, Moderna argued that Section 1498 applies such that U.S. taxpayers should assume liability for...

Rese-cel myositis BLA submission on track for 2027 based on a 17-patient, single arm registrational cohort design, including an outpatient dosing option No-preconditioning program enrolling in lupus and PV; anticipating initial RESET-SLE™ data in 1H26 and durability data from the RESET-SLE and RESET-PV® trials throughout 2026 Automated manufacturing of rese-cel with Cellares’ Cell Shuttle™ underway in the RESET™ clinical program, offering the potential to produce rese-cel for thousands of patients per year with minimal capital investment Pivotal trial designs announced for SLE and LN single arm cohorts, each with ~25 patients; on track to announce SSc design in 1H26; FDA registrational design discussions and no preconditioning data will inform pivotal plans across the rese-cel program Complete Phase 1/2 data to be presented in 1H26 from the RESET-SSc™, RESET-SLE and RESET-MG™ trials evaluating rese-cel with preconditioning PHILADELPHIA, March 23, 2026 (GLOBE NEWSWIRE) -- Cabaletta Bio, Inc. (Nasdaq: CABA), a late-stage clinical biotechnology company focused on developing and launching the first curative targeted cell therapies designed specifically for patients with autoimmune diseases, today reported financial results for the fourth quarter and full year ended December 31, 2025, and provided a business update. “As we advance our core clinical programs for rese-cel with preconditioning and standard manufacturing, we have meaningfully advanced two potentially transformative innovations: rese-cel with no preconditioning and automated manufacturing using the Cellares Cell Shuttle. Clinical data on both innovations are on track to be shared in the first half of this year with durability data to follow later this year. Clinical data currently suggest that rese-cel offers a competitive profile that may reliably deliver an immune reset following a single, weight-based infusion with a safety profile that facilitates outpatient delivery with – or potentially without – precon...

XTX501, a potential best-in-class bispecific PD-1 / masked IL-2, on track for planned IND submission in mid-2026 and Phase 1 initiation in the second half of 2026 Advancing potential first-in-class multi-specific, masked T cell engager targeting PSMA and STEAP1 Plan to present new preclinical data at AACR for potential first-in-class masked T cell engager program targeting CLDN18.2 Extended cash runway through the end of 2027 WALTHAM, Mass., March 23, 2026 (GLOBE NEWSWIRE) -- Xilio Therapeutics, Inc. (Nasdaq: XLO), a clinical-stage biotechnology company discovering and developing masked immuno-oncology therapies for people living with cancer, today announced pipeline progress and business updates and reported financial results for the fourth quarter and full year ended December 31, 2025. “As we enter 2026, we are well-positioned to leverage our clinically validated masking technology to continue advancing our next generation of multi-specific I-O therapies toward the clinic,” said René Russo, Pharm.D., president and chief executive officer of Xilio. “We are encouraged by the progress the field has recently made with masked T cell engagers for prostate cancer, and we are excited to be advancing a potential first-in-class multi-specific masked T cell engager targeting both PSMA and STEAP1 with built-in co-stimulatory signaling designed to enhance potency and durability of response. We believe that targeting both PSMA and STEAP1, which are the most prevalent tumor-associated antigens expressed in prostate cancer, will minimize resistance due to antigen escape. In addition, this quarter we continued to make strong progress advancing XTX501, our potential best-in-class bispecific PD-1 / masked IL-2, toward a planned IND submission mid-year.” Pipeline Progress and Business Updates XTX501: bispecific PD-1 / masked IL-2 XTX501 is a novel bispecific PD-1 / masked IL-2 designed to selectively stimulate PD-1 positive, antigen-experienced T cells and enhance their function. XTX...

“I’m angry, but also sad.”

Kandou AI, an artificial-intelligence chip company led by a former Goldman Sachs Group Inc. managing director, raised $225 million from investors including Maverick Silicon , SoftBank Group Corp. and Synopsys Inc . Other investors included Cadence Design Systems Inc. and Alchip, according to a statement Monday. The latest funding round values the startup at $400 million, according to Chief Executive Officer Srujan Linga . Since Linga took over in 2025, the company, which was founded 2011, has been pivoting its focus away from consumer electronics and more to AI infrastructure to seize on the booming demand for the products underpinning the technology. The firm is seeking to ramp up its manufacturing of “high-performance” connectivity chips, saying that it’ll help companies build AI systems more cheaply. “We are an outsider coming into this space and building technology and chips, which actually accelerate build-out of scalable AI data centers,” Linga said in an interview. It’s a “fundamentally new way, a very efficient way of connecting GPUs within the data center and actually helping push the whole industry forward,” he said. As tasks for training and using AI models have become larger and more complex, companies need to tap increasing numbers of the graphics chips that are the workhorses of the current AI moment. Those processors, called GPUs, need to be connected to each other and to the memory chips that store and feed data. The speeds by which data can be transfer through these connections has increasingly become a bottleneck. Kandou AI has worked with a few hyperscalers and has struck a memorandum of understanding to provide chips to one, according to Linga, who declined to name the company. Linga, who ran a global structured-credit financing group at Goldman, was tapped in 2023 to join then-President Joe Biden ’s administration and help build the quasi-investment firm Chips for America, which was intended to ramp up US semiconductor production. President Dona...

The prevailing assumption in AI development has been straightforward: larger models trained on more data produce better results. Nvidia's latest release directly challenges that size assumption — and the training recipe behind it may matter more to enterprise AI teams than the model itself. The open-weight model's Cascade RL post-training pipeline, detailed in Nvidia's technical report , offers a reproducible blueprint for enterprise teams building domain-specific reasoning systems without training from scratch. Nemotron-Cascade 2 is an open-weight 30B Mixture-of-Experts (MoE) model that activates only 3B parameters at inference time. Despite this compact footprint, it achieved gold medal-level performance on three of the world's most demanding competitions: the 2025 International Mathematical Olympiad (IMO), the International Olympiad in Informatics (IOI), and the ICPC World Finals. It is the second open model to reach this tier, after DeepSeek-V3.2-Speciale — a model with 20 times more parameters. Why post-training is becoming the real competitive advantage Pre-training a large language model from scratch is enormously expensive — on the order of tens to possibly hundreds of millions of dollars for frontier models. Nemotron-Cascade 2 starts from the same base model as Nvidia's existing Nemotron-3-Nano — yet it outperforms that model on nearly every benchmark, and in many cases outperforms Nvidia's own Nemotron-3-Super, a model with four times the active parameters, according to Nvidia's technical report. The difference is entirely in the post-training recipe. This is the strategic insight for enterprise teams: You don't necessarily need a bigger or more expensive base model. You may need a better training pipeline on top of the one you already have. Cascade RL and MOPD represent a specific, reproducible approach to that problem. Cascade RL explained: sequential domain training that avoids catastrophic forgetting Reinforcement learning (RL) has become the dominant ...

Sunshine Seeds Things are heating up in the Middle East, where the Iran war continues to reveal the capabilities of the Ayatollah regime. A dual ballistic missile strike fired toward Diego Garcia, located more than 2,500 miles away, brought European capitals into range of the Islamic Republic, while the Strait of Hormuz fell under blockade again, with threats to release floating mines directly from the coast. With the critical chokepoint still closed, President Trump issued a 48-hour ultimatum on Saturday, vowing "the United States of America will hit and obliterate their various power plants," before pivoting the timeline to a "five-day period" based on "productive conversations." Upping the ante: In response, the Iranian regime has said the waterway would be completely shut down and will not be reopened until every damaged Iranian power plant is fully rebuilt. Any regional company with American shareholders or capital ties will also be considered a legitimate target , as well as all energy, information technology, and desalination infrastructure in the region. "Everything is ready for a great jihad with the aim of completely destroying all economic interests of America," according to a statement by the Khatam al-Anbiya Central Headquarters, Iran's highest operational military command. While stocks have been surprisingly resilient, with the S&P 500 ( SP500 ) only losing 6% over the past month, the impacts have been outsized on WTI crude oil ( CL1:COM ), with futures moving above $100/bbl in weekend trading before pulling back on Trump's latest statement. IEA Executive Director Fatih Birol said that the situation was now "very serious," even more so than the two oil crises in 1973 and 1979, and the gas crisis sparked by Russia's invasion of Ukraine. "The single most important solution to this problem is opening the Hormuz Strait," he declared, adding that he's consulting with governments in Asia and Europe on the release of more stockpiled oil "if necessary." Countr...

Oil falls over 13% on Trump postponing military strikes on Iran energy infrastructure Reuters

A newborn baby boy was found abandoned in a rubbish bin inside a toilet at a Hong Kong shopping centre but later died in hospital. Police received a report at about 2.10pm on Monday that a cleaner at Lee Theatre Plaza on Percival Street in Causeway Bay had discovered the infant in a rubbish bin inside a cubicle in the women’s restroom at The Starview Chinese restaurant. Paramedics arrived to find the baby unconscious and rushed him to Ruttonjee Hospital, where he was pronounced dead after resuscitation attempts. Advertisement Police said no identification documents were found at the scene. The cause of death will be confirmed after an autopsy. Advertisement The case has been classified as “dead baby found” and is being followed up by the Wan Chai district crime squad.

Wealth Enhancement Advisory Services LLC grew its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 15.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 451,646 shares of the electric vehicle producer's stock after buying an additional 59,847 shares during the quarter. Wealth Enhancement Advisory Services LLC's holdings in Tesla were worth $195,226,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other large investors also recently modified their holdings of the company. Chapman Financial Group LLC bought a new position in Tesla in the second quarter valued at about $26,000. Manning & Napier Advisors LLC bought a new stake in shares of Tesla during the 3rd quarter valued at about $29,000. CoreFirst Bank & Trust bought a new stake in shares of Tesla during the 2nd quarter valued at about $30,000. Turning Point Benefit Group Inc. purchased a new stake in shares of Tesla during the 3rd quarter valued at about $30,000. Finally, Texas Capital Bancshares Inc TX bought a new position in shares of Tesla in the 3rd quarter worth approximately $31,000. Institutional investors own 66.20% of the company's stock. Get Tesla alerts: Sign Up Insider Buying and Selling at Tesla In related news, Director James R. Murdoch sold 60,000 shares of Tesla stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $445.40, for a total transaction of $26,724,000.00. Following the sale, the director owned 577,031 shares of the company's stock, valued at approximately $257,009,607.40. This trade represents a 9.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Kathleen Wilson-Thompson sold 25,731 shares of the business's stock in a transaction that occurred on Wednesday, February 25th. The st...

Wealth Enhancement Advisory Services LLC raised its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 13.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 917,304 shares of the enterprise software provider's stock after purchasing an additional 105,368 shares during the quarter. Wealth Enhancement Advisory Services LLC's holdings in Oracle were worth $178,001,000 as of its most recent SEC filing. Other large investors have also modified their holdings of the company. FSA Wealth Management LLC purchased a new stake in Oracle in the 3rd quarter valued at about $28,000. Kilter Group LLC acquired a new position in Oracle in the second quarter valued at about $30,000. Darwin Wealth Management LLC boosted its stake in Oracle by 130.0% during the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after buying an additional 65 shares during the period. Investors Research Corp boosted its stake in Oracle by 465.5% during the fourth quarter. Investors Research Corp now owns 164 shares of the enterprise software provider's stock worth $32,000 after buying an additional 135 shares during the period. Finally, Mpwm Advisory Solutions LLC increased its position in shares of Oracle by 76.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after acquiring an additional 50 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock. Get Oracle alerts: Sign Up More Oracle News Here are the key news stories impacting Oracle this week: Analysts Set New Price Targets Several equities analysts have recently commented on the stock. Monness Crespi & Hardt restated a "hold" rating on shares of Oracle in a report on Wednesday, March 11th. Piper Sandler dropped their target price on shares of Oracle from $2...

Vigilare Wealth Management cut its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 61.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,153 shares of the social networking company's stock after selling 1,876 shares during the quarter. Vigilare Wealth Management's holdings in Meta Platforms were worth $761,000 at the end of the most recent reporting period. Other hedge funds have also bought and sold shares of the company. Norges Bank purchased a new stake in Meta Platforms during the second quarter worth $23,155,393,000. Laurel Wealth Advisors LLC increased its holdings in Meta Platforms by 73,443.1% in the second quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company's stock valued at $6,212,506,000 after buying an additional 8,405,558 shares in the last quarter. State Street Corp increased its holdings in Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock valued at $64,158,971,000 after buying an additional 1,650,435 shares in the last quarter. Danske Bank A S acquired a new position in shares of Meta Platforms in the third quarter worth about $1,191,175,000. Finally, Vanguard Group Inc. boosted its stake in shares of Meta Platforms by 0.8% during the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock worth $142,149,566,000 after acquiring an additional 1,532,568 shares in the last quarter. Hedge funds and other institutional investors own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Meta Platforms Trading Down 2.1% Shares of Meta Platforms stock opened at $593.66 on Monday. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The firm has a mark...

Vigilare Wealth Management Trims Stake in Meta Platforms, Inc. $META marketbeat.com

Wealth Enhancement Advisory Services LLC Increases Holdings in Tesla, Inc. $TSLA marketbeat.com

伊朗伊斯兰革命卫队当地时间今天(3月23日)下午发表声明称，已发动了“真实承诺4”军事行动第76波打击。(CCTV国际时讯) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Wealth Enhancement Advisory Services LLC boosted its position in shares of Astera Labs, Inc. (NASDAQ:ALAB - Free Report) by 8,370.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 516,868 shares of the company's stock after buying an additional 510,766 shares during the period. Wealth Enhancement Advisory Services LLC owned approximately 0.31% of Astera Labs worth $83,181,000 at the end of the most recent quarter. Other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of Astera Labs by 14.1% during the 3rd quarter. Vanguard Group Inc. now owns 13,743,141 shares of the company's stock worth $2,690,907,000 after acquiring an additional 1,693,918 shares during the period. State Street Corp increased its stake in Astera Labs by 9.1% in the third quarter. State Street Corp now owns 2,339,451 shares of the company's stock valued at $458,065,000 after acquiring an additional 195,992 shares during the last quarter. 1832 Asset Management L.P. raised its position in Astera Labs by 151.4% during the second quarter. 1832 Asset Management L.P. now owns 1,543,500 shares of the company's stock valued at $139,563,000 after purchasing an additional 929,600 shares in the last quarter. Massachusetts Financial Services Co. MA raised its position in Astera Labs by 46.6% during the third quarter. Massachusetts Financial Services Co. MA now owns 1,507,675 shares of the company's stock valued at $295,203,000 after purchasing an additional 479,360 shares in the last quarter. Finally, Amundi lifted its stake in Astera Labs by 1,298.6% during the third quarter. Amundi now owns 1,421,263 shares of the company's stock worth $278,283,000 after purchasing an additional 1,319,643 shares during the last quarter. 60.47% of the stock is owned by institutional investors. Get Astera Labs alerts: Sign Up Analyst Upgrades and Downgrades Sev...

Wealth Enhancement Advisory Services LLC Has $83.18 Million Holdings in Astera Labs, Inc. $ALAB marketbeat.com

TrueWealth Advisors LLC raised its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 218.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,412 shares of the social networking company's stock after buying an additional 969 shares during the quarter. TrueWealth Advisors LLC's holdings in Meta Platforms were worth $932,000 as of its most recent filing with the Securities and Exchange Commission. Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Goldstone Financial Group LLC boosted its stake in Meta Platforms by 44.4% in the 3rd quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company's stock worth $2,756,000 after purchasing an additional 1,153 shares during the period. CW Advisors LLC raised its stake in shares of Meta Platforms by 27.8% in the 2nd quarter. CW Advisors LLC now owns 176,762 shares of the social networking company's stock valued at $130,467,000 after purchasing an additional 38,432 shares during the period. Ashton Thomas Private Wealth LLC lifted its holdings in shares of Meta Platforms by 34.2% in the third quarter. Ashton Thomas Private Wealth LLC now owns 52,252 shares of the social networking company's stock valued at $38,373,000 after purchasing an additional 13,311 shares in the last quarter. Cherokee Insurance Co bought a new stake in shares of Meta Platforms in the second quarter valued at about $3,321,000. Finally, Becker Capital Management Inc. boosted its position in shares of Meta Platforms by 5.0% during the third quarter. Becker Capital Management Inc. now owns 35,052 shares of the social networking company's stock worth $25,741,000 after buying an additional 1,657 shares during the period. Institutional investors own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Meta Platforms Stock Down 2.1% NASDAQ:META opened at $593....

TrueWealth Advisors LLC Buys 969 Shares of Meta Platforms, Inc. $META marketbeat.com

均普智能（688306.SH）机器人业务再落子。 日前，均普智能旗下普智未来机器人公司宣布其无锡子公司——普智机器人（无锡）有限公司正式成立。相关负责人称，该子公司年产能可达2000余台。 随着机器人浪潮不断席卷，汽车，尤其是汽车零部件企业向机器人跨界者数不胜数，均普智能也是其中之一。但从主业发展以及整体业绩上看，均普智能似乎站的并不稳。 购补齐技术短板 均普智能前身为均胜集团（2019年更名），成立于2004年，上市于2022年，是一家全球布局的智能制造装备与数字化解决方案提供商，核心聚焦新能源汽车装备，同时大力拓展医疗、消费品、工业机电等新赛道。 通过均普智能官网可知，早些年，公司通过收购一步步补全了自身技术路径，完善了全球化版图。从具体时间线来看，2014年收购IMA德国安贝格公司，获取德国工业4.0最前沿的精密制造、数字孪生、柔性产线技术；2016年收购美国Evana公司，补充北美工程标准、动力总成自动化、医疗自动化技术，并快速进入北美高端制造市场，获取通用、福特、特斯拉等北美整车与零部件客户；2017年收购M&R奥地利公司，获取传统燃油车+新能源电驱全栈动力总成自动化技术，在奥地利设立工程中心，服务中欧、东欧市场，与德国安贝格形成欧洲双中心；同年再度收购德国Preh IMA Automation，获取汽车电子、自动驾驶传感器、安全系统自动化技术，切入高端消费品（剃须刀、牙刷）、医疗健康装备领域，降低对汽车单一行业依赖。 多次收购令均普智能整合德国精密制造、北美工程标准、奥地利动力总成、德国汽车电子四大技术体系，形成全栈智能制造技术能力。且从单一汽车装备拓展为汽车+医疗+消费品+工业机电四大业务板块。2024年财报数据显示，均普智能医疗+消费品+工业机电业务占比约11.86%。 境外公司亏损严重 依靠收购，均普智能从中国本土厂商跃升为全球化智能制造装备龙头，业务也更加多元化，可以说是实现了质的飞跃。但从业绩上看，一路收购却并未让均普智能赚多少钱，反而一度令公司陷入大幅亏损。 以上市为分界线来看，上市之前，均普智能最高盈利年的净利润也仅有8924万元，2017年、2018年、2020年的净利润均为亏损；上市之后公司的盈利能力则更下一层楼，2022年实现净利润4228万元，同比下降2.09%。2024年虽大幅上涨103.98%，但也仅有819.8万元，且业绩的大...

文章提及标的 日月股份 -- 日月股份（603218）公告，公司于近日收到中标通知书，确定公司为西核设备M6号容器球墨铸铁铸件招标采购项目的中标人，中标价格为人民币1.65亿元，占公司2024年度经审计营业收入比重为3.51%。项目签订正式合同并顺利实施后，将对公司业务增长、经营业绩提升、品牌影响力塑造产生积极影响。

This article first appeared on GuruFocus. Palantir (NASDAQ:PLTR) could be stepping into an even bigger role inside the U.S. military, with its Maven AI system expected to be turned into an official program of record. That might sound like jargon, but it's actually pretty meaningful. It basically means Maven would go from being a useful tool to something the military plans to rely on long term, with steady funding and much wider use. The platform brings together data from satellites, drones and sensors into one place, helping teams spot threats and make faster decisions in real time. The change is expected to happen by the end of the fiscal year in September. If you zoom out, this fits into a much larger shift. The Pentagon is clearly leaning harder into AI, and Palantir is already right in the middle of that, especially after landing a $10 billion Army deal last year.

芯动联科（688582）公告，2025年营业收入5.24亿元，同比增长29.48%。净利润3.03亿元，同比增长36.56%。公司2025年度利润分配预案为：公司拟以实施权益分派股权登记日的总股本为基数向全体股东每10股派发现金红利人民币1.48元(含税)。截至2025年12月31日，公司总股本为4.02亿股，以此计算拟派发现金红利总额为人民币5945.74万元(含税)。本年度现金分红(包括2025年半年度已分配的现金红利)总额为1.22亿元(含税)，金额占合并报表中归属于上市公司普通股股东净利润的比例为40.20%。

2025年，保时捷在中国卖了4.2万辆。 而仅仅在四年前，这个数字还是9.5万辆。 短短几年，销量腰斩。 为什么保时捷在中国却越来越凉？ 本期内容，我们来聊聊，为什么保时捷不行了。 01 要搞清楚保时捷是怎么没的，我们得先知道它是怎么来的。 1948年，费里·保时捷（Ferry Porsche）用大众甲壳虫的零件，攒出了第一辆「保时捷」品牌的车——356。 1963年，保时捷911诞生。 它采用了后置发动机，后轮抓地力极强，加速凶猛。 在那个没有电子稳定系统的年代，能把911开好，本身就是对驾驶技术的一种认证。 在整个60到70年代，911横扫各类耐力赛场，赛事奖杯堆满了展厅，也为保时捷奠定了「驾驶者之车」的形象。 后来，911成了汽车工业史上最长寿的车型之一，六十年来它多次改款，至今仍在畅销。 在欧美，保时捷的车主通常是50岁左右的男性，他们需要一台豪华车来展示身份地位，但是同样看重驾驶乐趣。 比如老友记里，莫妮卡的爸爸还提到过自己是在50岁买了一辆保时捷（后面送给莫妮卡了）。 可以说，它是50岁男人奋斗半生，对自己的一种犒赏。 2001年，保时捷进入中国，在北京长安街开出第一家门店。 这个时期恰逢中国加入WTO前后，高端豪车供不应求，可以说你能把车运进来，就能卖出去。 此后十余年，保时捷在中国一路狂奔。 2015年，中国正式超越美国，成为保时捷全球最大单一市场。 到了2021年，保时捷在华销量已经接近10万辆——全球平均每卖出三辆保时捷，就有一辆被中国人买走。 在许多人的认知里，保时捷是顶级跑车，但实际上，在真正的跑车梯队里，保时捷反而属于比较实惠的那一档。 法拉利296、兰博基尼Huracán（飓风）动辄两三百万起步，但是911入门版只需要130万，反而成了「性价比之选」。 众所周知，发了财如果不让人知道，那就是白发了。 保时捷这个价格，对那些刚刚发了财、第一次有能力买跑车的new money来说，是踮踮脚就能够到的跑车入场券。 于是买一辆保时捷，就成了展示财富的刚需。 以及相伴而生的——在市中心的奢侈品街区猛轰一脚油门炸街；提车当天发圈「感谢曾经努力的自己」；在雨夜高架上开出尼伯龙根…...不好意思，走错片场了，这是迈巴赫。 车主有钱，曝光量还高，于是「保时捷=跑车=成功」这个等式，就被反复刷进了大众的认知里。 所以我们可以得出结论，保时捷在中国的成功，主要...

Nvidia’s (NVDA) most important metric isn’t its data center revenue, hyperscaler capex trends, or the yield on its latest GPU chips. It isn’t talked about much by semiconductor analysts and is mostly hidden behind dense tech jargon, but it may become one of the most important drivers of Nvidia’s stock – and could be the key to unlocking trillions in additional valuation over the next decade. This analysis focuses on this underappreciated metric: The Total Addressable Market of Life. Currently, the market is pricing Nvidia as a high-performing hardware leader. At roughly 21x forward earnings, the stock is arguably fairly valued if you view it through the lens of a traditional semiconductor cycle. But there lies the mistake: looking at Nvidia through the same prism as AMD or Intel only captures the “GPU cycle.” It does not yet account for the massive upside of a potential “Biology Premium.” That disconnect is already showing up in how investors are reacting to near-term signals – Nvidia’s $1 trillion pipeline has barely moved the stock, even as several Nvidia vendors and customers look set to rally. Nvidia and its most forward-looking investors are NOT focused on enterprise IT budgets. CEO Jensen Huang, the master entrepreneur, has been able to focus the world on an entirely different plane of existence. It’s good. No, it’s phenomenal—we all need to look beyond our noses. Look beyond chatbots and code generators to 2030 and 2040. The message is simple. Gosh, how short-sighted can you be – look way far out into the future and imagine the human suffering we can eradicate. Disease is bad, cellular aging is terrible, and you don’t want your loved ones to suffer from incurable conditions. How dare you look and plan for the next quarter’s GPU shipments or even the next couple of years of data center buildouts? How short-sighted. Look at the fundamental nature of human biology and plan for the next century. Look beyond chatbots and code generators to 2030 and 2040. Look at t...

当地时间23日，阿曼外交大臣巴德尔在社交媒体发文表示，当前冲突并非由伊朗方面挑起，并指出局势已对地区乃至全球经济产生广泛影响，若冲突持续，相关影响可能进一步加剧。巴德尔表示，阿曼正加紧推进相关努力，推动为霍尔木兹海峡建立安全通行安排。(央视新闻) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Key Points Cathie Wood added to her stakes in Figma, Arcturus Therapeutics, and 10x Genomics last week. Analysts see Figma's growth slowing dramatically in the next two years, but an 83% drop from last year's high makes it a compelling consideration. Arcturus revenue is going the wrong way, but strong liquidity and the potential of its leading candidate makes it a biotech that Wood bought three times last week. 10 stocks we like better than Figma › Last week was challenging for most investors. The three major market indexes moved lower for the fourth consecutive week. Growing investing icon Cathie Wood -- the founder, CEO, and primary stock picker of Ark Invest's family of ETFs -- has historically used pullbacks to load up on falling favorites, but she was surprisingly quiet this time. Ark Invest added to only three existing positions last week. She bought shares in Figma (NYSE: FIG), Arcturus Therapeutics Holdings (NASDAQ: ARCT), and 10x Genomics (NASDAQ: TXG). Having a light hand as many of her stocks corrected is unusual for Wood, but it should also find investors hungry to understand why she chose these three names. Let's take a closer look at Wood's latest Ark Invest purchases. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. Figma One of the hottest IPOs out of the gate last year has cooled down in a major way. Figma, a provider of website design for websites, apps, and other digital formats, has plummeted 83% from last summer's highs, a peak it achieved after more than quadrupling from its original $33 offering price. Figma stock is one of the many cloud-based platforms getting slammed by a dramatic shift in market sentiment. The bearish narrative has providers of premium software-as-a-service (SaaS) stocks eventually coming under competitive pressure from cheaper, if not free, artificial...