Key Points Broadcom is partnering with many hyperscalers to design AI chips to suit their specific needs. Demand for these chips is accelerating rapidly. These 10 stocks could mint the next wave of millionaires › Paying attention to what CEOs say during earnings calls is something that investors should do for all their stock picks, but especially when it comes to companies that operate in rapidly shifting fields such as artificial intelligence (AI). One of the emerging players on the scene is Broadcom (NASDAQ: AVGO), as its custom AI chips offer a viable alternative to graphics processing units (GPUs) from Nvidia (NASDAQ: NVDA) in some applications. Broadcom CEO Hock Tan recently made some comments regarding the outlook for this business that investors will want to be aware of. If he's right, the stock is a screaming buy right now. 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 » Broadcom expects monster growth from its custom AI chip business Broadcom's custom AI chip business operates differently from most others. Instead of offering general-purpose processors that are marketed to every company, it partners with individual hyperscalers to design application-specific integrated chips (ASICs) that are tailored to handle precisely the sorts of AI workloads that the buyer expects them to face. This gives them a powerful chip that is more efficient and cost-effective in those particular applications, at the cost of flexibility. With every hyperscaler looking for ways to add computing power while minimizing costs, Broadcom's solution is an attractive option to complement their GPU clusters. Demand for these chips is soaring. During Broadcom's fiscal 2026 first quarter, which ended Feb. 1, its AI semiconductor revenue totaled $8.4 billion, up 106% year over year. Custom AI chips are a division within th...

Source: Bloomberg, 5:45

00:00 Speaker A We're calling it Market Madness, pitting 32 companies against one another in a tournament style or a bracket style tournament, I should say. Uh Julie Heman earlier today kicked off the competition, taking on the right side, unnamed. We not brand this side. We'll call it the right side of the bracket. Uh we saw McDonald's taking down Disney. 00:20 Speaker A Interestingly, Delta advancing over Apple. Love to talk more about that one. Maybe we'll we'll revisit that one uh next week. We're going to do the left side. We got a lot to get through. We got eight matchups. Brian Mulberry is joining us now. He is Zach's Investment Management's chief market strategist. Um so Brian, we got a bunch to get through. There's a couple of these that you highlighted. So we'll run through the first one quickly. 00:43 Speaker A Top left here, Robin Hood taking on United Health. You take Robin Hood as the winner. What's my elevator picture? 00:51 Brian Mulberry The elevator pitch here is that Robin Hood still has strong growth in front of it. We're looking at 21% earnings growth over the next several years, whereas UNH really has some headwinds from a regulatory perspective, which is really even hard to pin down what their EPS growth is going to look like in the next couple of years. So just a clear winner there in our view. 01:07 Speaker A All right, a match up that's a little more interesting and one we want to spend some time on. Pateer against Proctor and Gamble. In some ways I think about this as the company that sells everything in your home and the company that most people have no idea what they do. 01:21 Brian Mulberry Yeah, I think it's a fair assessment. And you know, on a year-to-date basis, Proctor Gamble is winning this and that they're still positive for the year. You know, obviously the market just ended. We're going to have the S&P down around 5 and a half 6% on a year-to-day basis. But Pateer has so much growth ahead of it. And it's really because they add...

Germanium Mining ( EMSKF ) announced on Friday a non-brokered private placement for aggregate gross proceeds of up to $1,350,000 consisting of the issuance of up to 3,125,000 units at $0.24 per unit and up to 1,875,000 common shares in the share capital of the company on a “flow-through” basis at $0.32 per FT share. Each unit will be comprised of one common share in the capital of the company and one common share purchase warrant. Each warrant will entitle the holder to purchase one additional common share for a period of 24 months from the issue date at an exercise price of $0.32 per warrant share. The proceeds from the sale of the FT Shares will be used by the Company to incur eligible “Canadian exploration expenses” that will qualify as “flow-through critical mineral mining expenditures” related to the company's projects in Quebec . All qualifying expenditures will be renounced in favor of the subscribers of the FT shares effective December 31, 2026. The Company intends to use the net proceeds from the units for general corporate and working capital purposes. The Company may pay a finder’s fee to arm's-length parties on the offering in accordance with the policies of the exchange. More on Germanium Mining Corp. Financial information for Germanium Mining Corp.

Chip Sector Pressure: Intel and AMD Falter as 'Great Rotation' and New Rivals Reshape the Market FinancialContent

The semiconductor darlings of the AI era faced a harsh reality check on Friday, March 20, 2026, as Intel Corporation (NASDAQ: INTC) and Advanced Micro Devices, Inc. (NASDAQ: AMD) saw their stock prices tumble amid a perfect storm of rising competition and a massive shift in investor sentiment. Intel shares fell 5% to settle near the $44 mark, while AMD dipped 3%, slicing through the critical $200 support level that technical analysts had closely watched throughout the first quarter. This downturn marks a pivotal moment for the chip sector, which has dominated Wall Street’s narrative for the past three years. The immediate catalyst appears to be a dual-pronged pressure: a "sector-wide rotation" away from pure-play digital technology toward physical infrastructure, and a relentless product offensive from NVIDIA Corporation (NASDAQ: NVDA) that has left traditional CPU giants scrambling to justify their lofty valuations. As the "AI gold rush" transitions from speculative growth to hardware deployment, the market is beginning to separate the structural winners from those struggling with manufacturing bottlenecks. The volatility on March 20 was punctuated by a series of events that converged to rattle investor confidence. For Intel, the pressure mounted following a disappointing outlook for the first quarter of 2026. Despite the high-profile launch of its Clearwater Forest (Xeon 6+) server CPUs at the Mobile World Congress earlier this month—the first major product built on the ambitious 18A process node—the company’s foundry division continues to be a financial drag. Reports of a $2.51 billion operating loss in the foundry segment for the previous quarter have fueled fears that the "IDM 2.0" strategy is consuming more capital than it is currently generating. AMD’s slide was triggered by a different set of challenges. While the company reported record data center revenue for the end of 2025, leaked reports in late February suggested that its highly anticipated Helios rack...

Dios Exploration ( DOS:CA ) said on Friday it had undertaken a non-brokered private placement of up to $0.5M at $0.04 per share. The offering comprised up to 12.5M flow-through shares, each with a half-warrant, with one whole warrant exercisable at $0.06 per share for two years. Net proceeds will be used for drilling wholly owned road-accessible Au33 property hosting Heberto-Gold, James Bay, Quebec. More on Dios Exploration Inc. Financial information for Dios Exploration Inc.

While much of the spotlight in the AI-driven market has gone to chip designers, a quieter player has been steadily climbing the charts. Lam Research (LRCX), a key supplier of semiconductor manufacturing equipment, has climbed about 33% year-to-date (YTD), wildly outperforming the S&P 500 Index's ($SPX) fall of 5%. Despite that strong performance, it still doesn’t receive the same attention as many high-profile semiconductor names Lam Research may operate behind the scenes. But its role in the semiconductor ecosystem, especially in memory chips, puts it right at the center of one of the market’s most powerful growth trends. And Micron’s (MU) recent earnings help explain why LRCX stock continues to gain traction. A Behind-the-Scenes Winner in the AI Boom Lam Research operates at a critical layer of the semiconductor value chain. Instead of designing chips, it provides the equipment used to manufacture them, particularly tools for etching and deposition, which are critical in advanced chip production. Lam’s business is tied to memory manufacturers. That exposure is proving to be a major advantage right now, as memory — especially high-bandwidth memory (HBM) — has become central to AI infrastructure. Lam’s revenue has grown at a healthy pace over the past five years, outperforming many peers. For full-year 2025, Lam reported 27% year-over-year (YOY) growth in revenue to $20.6 billion. The company has been translating top-line growth into even faster earnings expansion. Full-year EPS rose 49% YOY to $4.89, with a record gross margin of 49.9%. Lam continued its strong momentum for the most recent December quarter (Q2 of fiscal 2026). Revenue reached $5.34 billion, marking the 10th consecutive quarter of revenue growth. Turning to its segment performance, foundry revenue accounted for 59% of systems revenue in the quarter, highlighting a shift toward foundry demand, fueled by leading-edge investments and continued spending in mature nodes, particularly in China. Meanwhile,...

Source: Bloomberg, 48:00

Faraday Future Intelligent Electric ( FFAI ) on Friday said it received a notice from Nasdaq for failing to meet the $1 minimum bid price requirement and has been granted 180 days to regain compliance. The company has until September 16, 2026, to achieve a closing share price of at least $1 for a minimum of 10 consecutive trading days. The notice has no immediate impact on its listing on the exchange. Faraday Future said it plans to take necessary actions to restore compliance within the given period. FFAIW closed +16.34% at $0.0121. Source: Press Release More on Faraday Future Intelligent Electric Faraday Future Intelligent Electric Inc. (FFAI) Presents at Wolfe Research Auto, Auto Tech and Semiconductor Conference 2026 - Slideshow Faraday Future Intelligent Electric Inc. (FFAI) Presents at NADA Show 2026 - Slideshow Faraday Future: Growth Plan Set Faraday Future updates on strategy and production targets at CES Seeking Alpha’s Quant Rating on Faraday Future Intelligent Electric

The S&P 500 (SNPINDEX:^GSPC) fell 1.50% to 6,507.49, the Nasdaq Composite slid 1.98% to 21,653.71, and the Dow Jones Industrial Average lost 0.96% to 45,577.46 as war‑driven oil volatility, rising yields, and record options expiration fueled broad risk‑off trading. Nike hit a fresh 52‑week low near $52 amid a “challenging market environment,” weighing on consumer discretionary. Meanwhile, casino operator Caesars Entertainment extended its outperformance relative to the S&P 500 amid continued buyout rumors. Elsewhere, Earth observation specialist Planet Labs rocketed 26% higher today after the company reported breakeven adjusted EPS in Q4 alongside revenue growth of 41% -- both of which easily beat Wall Street’s expectations. Today marked the third consecutive day and the fourth straight week of declines for the S&P 500, as the market faces continued uncertainty over the Iran war. Facing the potential of rising inflation from soaring oil and gas prices, the Fed is all but eliminating the chance of any rate cuts in the foreseeable future. Continue reading

Micron Technology Guidance Miss: AI-Powered Semiconductor Demand and the Capital Expenditure Crisis The Chronicle-Journal

Sergio Delle Vedove/iStock Editorial via Getty Images UPM Kymmene ( UPMMY ) has been on my list of companies for investment for quite a while. My investment stake was allocated between 2024 and 2025, mostly during mid 2025. It's now one of the largest stakes in my personal and commercial portfolio. There are key reasons why I believe the company is highly likely to outperform both its peers and the market over the next few years, and why I am fine holding it for the time until that price and valuation is achieved. I'll explain to you in this article why I in fact believe that the upside is unlikely to materialize in 2026, but why I think 2027 and 2028E are likely years for further upside. I have a previous article on the company, and you can in fact view my previous coverage here , including a rather fortuitous targeting in October/November of 2025, where I managed to capture a "low" for a relatively significant buy - one of the larger ones before I mostly stopped buying, which has outperformed the SPY by a significant margin. Seeking Alpha UPM Kymmene RoR I have likened investing and the way I view my portfolio to a few things over the past few years. Today I want to draw a likeness to a tree or a garden. You set your seeds/watch your tree. You watch it grow, develop. You prune where necessary, and you harvest the parts of the plants with fruitful yields. You plant new ones. The garden metaphor is probably better than the tree, since sometimes you have to "burn" parts down, or admit defeat and clear a portion (though this, for me, has been rare). In this metaphor of the garden, UPM Kymmene is a large patch of plants that grows slowly - but surely. The past 6 months have seen impressive performance - but it's not strange when you see what's been happening both in the broader timber and correlated markets, as well as in the company itself. Today I will both provide an update as well as cover my reasons for having this position, and my target for harvesting. UPM Kymme...

Pixelbizz/iStock Editorial via Getty Images Shares of Ecolab ( ECL ) hardly reacted to a substantial acquisition, which makes the business active in data centers as well. This is the latest strategic acquisition, set to boost the organic growth pace of the firm at large. Such an acquisition comes at a price, but given the margin and organic growth rate, this seems reasonable here. However, between a now relatively leveraged balance sheet and a 30-times earnings multiple, valuations are demanding, even if shares have fallen fifty dollars from the highs. This pullback is quite compelling, but the overall valuations are quite demanding, making me await a better entry point, even as I like the moves made by Ecolab here. Other, higher conviction ideas, including secular growth plays, can be found at Value In Corporate Events . Moving Into Data Centers Ecolab has reached a deal to acquire CoolIT Systems, a self-described high-growth and high-margin leader in liquid cooling technology for next-gen AI data centers. The company is seen generating $550 million in sales in the next twelve months. Of course, such a positioning and high-growth profile comes at a price, with Ecolab spending $4.75 billion in cash to acquire the firm. This values the firm at 29 times the EBITDA seen in 2026, and 24 times the EBITDA contribution expected in 2027. That suggests that EBITDA is seen at $164 million this year and $198 million in 2027. The deal comes at a price, at 8.6 times sales seen this year. The deal is seen as contributing meaningfully to Ecolab's Global High-Tech business, boosting all of Ecolab's organic growth profile by about a point. The deal is expected to be accretive to earnings per share as of 2028. With the deal seen closing in the third quarter, the transaction is seen increasing the net leverage position to 3 times EBITDA here, although that leverage is expected to rapidly fall to 2 times. So What Is The Impact? In February, Ecolab reported its 2025 results, a year in w...

上水梧桐河有人遇溺，一名男子死亡。 現場是上水天平路華山南段梧桐河。 警方昨晚11時接獲一名女子報案，指其38歲母親墮河，其50歲父親見狀跳落河救人，兩人其後失去蹤影。警方及消防到場，在梧桐河沿岸搜救，尋回兩人。 兩人被救起時昏迷，送往北區醫院搶救，男子其後證實不治。 警方正調查事故原因。

周五（3月20日）纽约尾盘，标普500股指期货最终跌1.08%，道指期货跌0.52%，纳斯达克100股指期货跌1.51%。 罗素2000股指期货跌1.76%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

The S&P 500 index is having a sluggish start to the year. So far in 2026, the popular benchmark is down almost 2% (as of March 17). Investors might be anxious about geopolitical conflict, huge artificial intelligence spending, or general economic uncertainty. These are certainly major topics. But long-term investors have always benefited by buying during moments of weakness. If you're thinking of putting some money to work right now, here's the smartest way to invest in the S&P 500 in March. Keep it simple One of the best ways to build exposure to the S&P 500 in your portfolio is to buy the Vanguard S&P 500 ETF (VOO 1.47%). This exchange-traded fund is offered by the well-respected and leading asset manager Vanguard, which has been operating for five decades. The fund has $1.5 trillion in total assets, making it one of the largest such products around. Containing 500 or so large and profitable American businesses, the S&P 500 represents about 80% of the total market cap of the U.S. stock market. It's heavily skewed to the technology sector, which represents 32% of the ETF's portfolio. This might not come as a surprise, especially since some of the world's most valuable companies operate in these industries, according to research from The Motley Fool. Investors benefit by owning an ETF with an extremely low expense ratio of just 0.03%. That's tiny when you compare it to many of the high-priced active funds out there with poor track records against the S&P 500. Expand NYSEMKT : VOO Vanguard S&P 500 ETF Today's Change ( -1.47 %) $ -8.90 Current Price $ 597.85 Key Data Points Day's Range $ 594.59 - $ 605.61 52wk Range $ 442.80 - $ 641.81 Volume 791K Past and future The Vanguard S&P 500 ETF's performance is noteworthy. In the past 10 years, it would have grown a $2,000 starting investment into $7,800 today, translating to a 290% total return. These gains demonstrate just how lucrative it has been to own U.S. stocks. Now that the S&P 500 is more than 3% off its peak, it m...

The past month has probably been stressful for many investors. The S&P 500 index, arguably the most common placeholder for the U.S. stock market, has declined over 8%, flirting with a technical correction (10% decline from peak). What's been hard for many is the speed at which things have moved; numerous down days can be jarring, especially after the market has been so strong since early 2023. First, and most importantly, take a breath. Stock market corrections are perfectly normal and a symptom of a healthy investing climate. Could the market continue falling? Of course! However, market volatility is a feature, not a weakness. Look at any long-term price chart: The S&P 500 index is arguably the most dependable long-term wealth generator available to the individual investor. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » If you want to make money in stocks over the long haul, you will want to buy when prices fall. You would happily buy a big-screen TV when it goes on sale. Why should stocks be any different? However, there are optimal ways to do things. Here is the smartest way to invest in the S&P 500 in March 2025. Find a high-quality S&P 500 index fund Did you know that you can't directly invest in the S&P 500? Fortunately, certain mutual funds, called index funds, exist that you can buy. Index funds replicate a specified stock market index, including the companies and their weights. For those who want to invest in the S&P 500, the Vanguard S&P 500 ETF (NYSEMKT: VOO) is an excellent way to go. There are other choices, but Vanguard is among the most trusted names in the investing community. Plus, I like that the Vanguard S&P 500 ETF has a low expense ratio of just 0.03%. In other words, you'll only pay about three pennies to Vanguard for every $1,000 you invest. Low fees are essential so that most investment returns go to you, not the fund's management. You can see below how ...

There are no important events for this country at this time. Select "All" to see top events in other countries or view all events.

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In trading on Friday, shares of Albany International Corp (Symbol: AIN) entered into oversold territory, hitting an RSI reading of 25.1, after changing hands as low as $48.27 per share. By comparison, the current RSI reading of the S&P 500 ETF (SPY) is 47.3. A bullish investor could look at AIN's 25.1 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. The chart below shows the one year performance of AIN shares: Looking at the chart above, AIN's low point in its 52 week range is $47.65 per share, with $88.13 as the 52 week high point — that compares with a last trade of $48.24. Find out what 9 other oversold stocks you need to know about » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

April WTI crude oil (CLJ26) on Friday closed up +2.18 (+2.27%), and April RBOB gasoline (RBJ26) closed up +0.1591 (+5.09%). Crude oil and gasoline prices rallied sharply on Friday, with gasoline posting a 3.5-year nearest-futures high. Crude prices surged on Friday as the Iran war drags on, with the Strait of Hormuz closed and Iran continuing attacks on the energy infrastructure of its Middle Eastern neighbors. Gains in crude oil prices accelerated on Friday after CBS reported that Pentagon officials have made detailed preparations for deploying US ground troops into Iran. Also, Axios reported that the US is considering plans to take over Iran’s Kharg Island, Iran’s key oil-export site, to put pressure on Iran to reopen the Strait of Hormuz. The Wall Street Journal reported Friday that the Pentagon is deploying three warships and thousands of Marines to the Middle East. Don’t Miss a Day: Energy prices remain underpinned after Qatar on Thursday reported “extensive damage” at the world’s largest natural gas export plant at Ras Laffan Industrial City. Qatar said that Iran’s strikes damaged 17% of Ras Laffan’s LNG export capacity, a damage that will take three to five years to repair. Also, Kuwait said Friday it shut several units at its Al Ahmadi refinery after multiple strikes, and Bahrain reported a fire at a warehouse. Also, Saudi Arabia and the United Arab Emirates said they intercepted Iranian missiles and drones today. Crude prices also found support after the crude crack spread on Friday surged to a 3.75-year high, encouraging refiners to purchase crude and refine it into gasoline and distillates. The Strait of Hormuz remains essentially closed, and Persian Gulf oil producers have been forced to cut production by roughly 6% as local storage facilities reach capacity. The Strait of Hormuz normally handles a fifth of the world’s oil. Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hor...