AMD MLIR-AIE Releases New AIECC C++ Compiler To Help Bring New Workloads To Ryzen AI NPUs Phoronix

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) has taken another step to deepen its push into the creator economy, acquiring Poland-based MotionVFX, a developer of widely used plug-ins for Final Cut Pro. The company said the move is aimed at continuing to empower creators and editors, while potentially strengthening Apple's in-house software ecosystem. While Apple does not typically disclose acquisitions publicly, this deal follows a pattern of targeted additions that support its professional creative tools. The acquisition comes as services continue to play a larger role in Apple's business. The segment accounted for more than 26% of revenue in the last fiscal year, up from 8.5% in 2015, reflecting a steady shift toward recurring software and subscription-driven income. Earlier this year, Apple introduced its Creator Studio bundle, combining Final Cut Pro, Logic Pro, Pixelmator Pro, and enhanced features for apps like Pages and Keynote. MotionVFX's tools could potentially be integrated into this offering, which is priced at $12.99 per month or $129 annually, adding further value for video professionals and content creators. The broader strategy may also position Apple more directly against Adobe Inc., particularly in video editing where Premiere remains a leading platform. MotionVFX's add-ons could help make Final Cut Pro more competitive and potentially attract users looking for a more integrated and cost-effective workflow. The move also follows Apple's late 2024 acquisition of Pixelmator, whose software later became part of Creator Studio, suggesting a continued buildout of tools designed to expand Apple's presence among creative professionals.

This article first appeared on GuruFocus. Bank of America (NYSE:BAC) has raised its 2026 forecast for investment-grade bond issuance by hyperscalers by 25% to $175 billion, signaling that the AI funding cycle may be expanding faster than previously expected. The revision follows Amazon.com Inc.'s (NASDAQ:AMZN) $54 billion multi-currency bond deal tied to its OpenAI investment, which was not included in earlier estimates. Analysts now expect around $65 billion of additional issuance through the rest of the year, a level that could be supportive for credit spreads if a significant portion of supply is already behind the market. So far, hyperscalers have issued about $110 billion of investment-grade debt in 2026, representing roughly 63% of Bank of America's updated forecast. The pipeline remains active, with expectations for approximately $30 billion from Meta Platforms Inc. (NASDAQ:META), $20 billion from Microsoft Corp. (NASDAQ:MSFT), and $15 billion from Alphabet Inc. (NASDAQ:GOOG). Around a quarter of total issuance is projected to be denominated in foreign currencies, reflecting broader global funding strategies. Amazon's recent transaction also drew strong demand, with US orders reportedly reaching $126 billion, highlighting continued investor appetite despite the growing size of supply. The broader backdrop points to an aggressive expansion in AI-related capital spending. Hyperscaler investment in data centers is expected to increase by about 70% year over year to more than $600 billion, raising questions about how sustainable this pace may be over time. With capital expenditure now catching up to pre-capex cash flow following shareholder returns, further increases in spending guidance could translate directly into higher borrowing needs. At the same time, signals from Oracle Corp. (NYSE:ORCL) around separating future spending requirements may indicate that issuance trends could extend beyond 2026, keeping credit markets closely tied to the trajectory of AI inf...

Several loud explosions were heard on Tuesday evening in Iraq’s capital Baghdad, Agence France-Presse journalists reported, with a security official reporting a drone and rocket attack on the US embassy. In a restaurant in the city, where diners did not react to the initial sounds of the blasts, a witness said he saw detonations caused by the embassy’s air defences intercepting projectiles. Another witness saw a fire on the edge of the embassy grounds from her balcony, with the blaze also reported by the security official, who said it was caused by a drone. Advertisement “The embassy was the target of a drone and rocket attack,” the official said, speaking on condition of anonymity. Powerful Iran-backed armed group Kataeb Hezbollah in Iraq demanded late on Tuesday that every “foreign soldier” leave the country, its security chief said. Advertisement “Iraq’s instability is due to the malicious American presence and security will not be achieved until the last foreign soldier leaves Iraqi territory,” the group’s new security chief Abou Moujahed al-Assaf said in a statement.

Key Points Both companies should see orders increase if the war in Iran drags out. RTX's diversification from its aerospace segments is appealing, but Lockheed Martin is unquestionably the dominant defense stock. It's also the better buy when you factor in growth estimates, dividends, valuations, and each company's balance sheet. 10 stocks we like better than Lockheed Martin › The new war in the Middle East is a reminder that global peace never seems to last. As tragic as these circumstances always are, it's worth considering the defense companies that provide America with the machinery and technology it uses to defend itself and its interests. Investors who are comfortable owning defense stocks could start with Lockheed Martin (NYSE: LMT) and RTX (NYSE: RTX), two prominent industry leaders worth adding to a long-term stock portfolio. 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 » But is Lockheed Martin the better defense stock, or is it RTX? A direct defense play versus a more diversified alternative Lockheed Martin is the largest U.S. defense contractor. The company's broad portfolio spans aircraft, missiles and other weapons, space, and mission and technology systems. Most notably, Lockheed Martin sells the F-35 Lightning II to the U.S. and its allies and is a major long-term revenue driver as the most expensive weapons program in world history. RTX's Collins and Pratt & Whitney aerospace segments cater to both commercial and government customers. Its defense segment, Raytheon, is best known for missile technologies, including the PATRIOT Air & Missile Defense System, Tomahawk Cruise Missiles, and AMRAAM Air-to-Air Missiles, and it co-produces the interceptor missiles used in Israel's Iron Dome defense system. Hopefully, the war in Iran doesn't last. But the longer it does, the more the U.S. w...

Ella Baron on Vladimir Putin and the benefits to Russia of war in Iran – cartoon

This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN) is rolling out new 1-hour and 3-hour delivery options across more U.S. cities, allowing customers to shop from over 90,000 products. The move is part of a broader push to accelerate fulfillment speeds and increase order frequency, building on the company's same-day delivery network as it continues to invest in last-mile infrastructure. The faster delivery options are enabled by Amazon's regionalized fulfillment model, which places inventory closer to customers and reduces delivery distances. Management said it has already seen higher engagement from Prime members when faster delivery windows are available, particularly for everyday essentials and repeat purchases. Separately, Needham analyst Laura Martin reiterated a Buy rating on Amazon with a $265 price target, according to Barron's. Amazon shares were down 0.18% in premarket trading.

Jerome Powell, chairman of the US Federal Reserve, speaks during a news conference following a Federal Open Market Committee (FOMC) meeting in Washington, DC, US, on Wednesday, Jan. 28, 2026. Kent Nishimura | Bloomberg | Getty Images The Federal Reserve has little choice but to stay on the sidelines this week as it navigates a mix of complicated and conflicting forces playing out in the U.S. economy. Markets are pricing in a near-zero chance that the rate-setting Federal Open Market Committee will be cutting at this meeting — or any other in the near future. In fact, futures pricing suggests policymakers won't consider easing until at least September, more likely October, and even then just a single cut this year. For Wednesday's decision, Chair Jerome Powell and his colleagues have to wrestle with the Iraq war , fears of an inflation spike and mixed signals from the labor market . The combination of factors all but assures the Fed will stand pat, keeping its key interest rate targeted between 3.5%-3.75%. Updates to economic and rate projections also aren't expected to show major changes. "The decision itself is almost guaranteed – a rate hold at the March meeting. But any hints Chair Powell might drop about the path of future interest rates will be key," said BeiChen Lin, senior investment strategist at Russell Investments. "Broadly speaking, the U.S. economy is still on solid footing. This means however that the bar for further rate cuts in the U.S. may be quite elevated." Even before the war, traders weren't expecting a cut at this week's meeting. Instead, they expected the FOMC would wait until June, then cut at least once more before the end of the year, according to the CME Group's FedWatch pricing. However, the attacks — and their impact on oil and inflation — have changed the market's calculus, even though Fed officials generally look through the types of oil shocks that have accompanied the fighting. As such, all eyes will be on Powell's messaging. If thing...

This article first appeared on GuruFocus. Volkswagen (VWAGY) is changing course in China as it looks to catch up in the EV race, and that shift now includes moving away from Nvidia (NASDAQ:NVDA) in favor of local chip partners. The company is increasingly relying on Chinese players like Horizon Robotics and electric vehicle maker Xpeng (NYSE:XPEV), which has developed its own in house Turing chip. Volkswagen is already using that chip in its new ID. UNYX 08 electric SUV, with production underway in Hefei and deliveries expected to begin by the end of June. The vehicle includes L2 driver assistance, allowing it to support both highway and urban driving. The move reflects a broader push to localize technology and move faster in China's highly competitive EV market. Volkswagen's joint venture with Horizon, called Carizon, is also working on its own advanced automotive chip, with a timeline of about 3 to 5 years.

Micron Just Might Be the Best AI Chip Growth Stock Barchart.com

In the fierce race to power artificial intelligence (AI), the spotlight has long shone on graphics processing units (GPUs) from leaders like Nvidia (NVDA). Yet, beneath the surface, a quieter revolution is unfolding in the memory chips that make those advanced processors truly hum. Micron Technology (MU) is emerging as the dark-horse contender poised to claim the crown as the best breakout growth story in the AI semiconductor space. While competitors chase headlines with flashy chip designs, Micron’s focus on high-performance DRAM and high-bandwidth memory (HBM) positions it at the heart of an insatiable demand cycle that shows no signs of slowing. With MU stock up 61% year-to-date (YTD) , Micron is showing no sign of slowing, either. AI Has a Voracious Appetite The AI boom’s true bottleneck isn’t raw compute power — it’s the lightning-fast memory required to feed data-hungry models. Every leap in Nvidia's architecture, from the H100 to the upcoming Rubin platform, demands exponentially more DRAM per chip. Where earlier generations needed roughly 80 gigabytes, Rubin chips are projected to consume around 300 gigabytes or more to train, infer, and reason at scale. This surge has turned memory into the strategic choke point for data-center operators worldwide. As long as Nvidia's advanced AI accelerators remain white-hot — and every indicator suggests they will for years — Micron’s DRAM supply chain sits at the epicenter of unlimited expansion opportunities. Demand for leading-edge DRAM and HBM has already outstripped industry capacity, with Micron’s production lines fully allocated through 2026. The company’s role as one of the few U.S.-based suppliers of these critical components adds geopolitical resilience, allowing the firm to capture share as hyperscalers diversify away from dominant Asia-based players. Partnerships with Nvidia have accelerated qualification of Micron’s HBM3e and next-generation HBM4 solutions, locking in multi-year revenue visibility. This isn’t...

Micron Just Might Be the Best AI Chip Growth Stock Yahoo Finance

This article first appeared on GuruFocus. Germany is looking to significantly scale up its AI infrastructure, with plans to at least double data center capacity and sharply increase computing power by 2030. According to Reuters, the government wants to expand AI processing capacity by around 4x as part of a broader push to strengthen its digital backbone. Digital minister Karsten Wildberger has outlined steps such as setting aside land for new data centers, speeding up regulatory approvals and encouraging closer coordination across the AI supply chain. The plan also tweaks incentives. Municipal tax revenues would go to the cities that host new data centers rather than company headquarters, giving local governments more reason to attract projects. While Germany says it remains open to foreign investment, the focus is largely on building up European and domestic capabilities. The move comes as companies like Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT) and Alphabet (NASDAQ:GOOG) continue to dominate data center spending in the region. Germany's capacity stood at about 530 MW at the end of 2025.

This article first appeared on GuruFocus. CoreWeave (CRWV, Financials) has teamed up with Cerebras and BCE to build and run a 300-megawatt artificial intelligence data center in Saskatchewan. This makes it one of the largest AI facilities in Canada designed just for that purpose.CoreWeave will be a hyperscale tenant at the location, which is near Regina. Cerebras will provide chips for both AI training and inference workloads. The facility will also have Nvidia-based GPU systems to meet the demands of high-performance computing.Construction is set to start in the spring, and the first phase should be finished by the first half of 2027. The project will employ a closed-loop cooling system that doesn't consume city water, and it also aims to repurpose waste heat for surrounding buildings and institutions.The project shows that there is a growing need for AI infrastructure as businesses and governments increase their processing power. BCE claimed that the initiative fits with its plan to establish digital infrastructure that would assist AI applications in businesses.The alliance also shows how important sovereign AI systems are becoming as governments want to improve their own computing and data processing skills.The next thing that will move things along is progress on construction and more information on how to use the space and how to expand the number of tenants.

This article first appeared on GuruFocus. Amazon (AMZN, Financials) has introduced new 1-hour and 3-hour delivery options for select items, expanding its push into faster fulfillment across the United States. The business claimed that Prime members will pay $9.99 for delivery in one hour and $4.99 for delivery in three hours. Non-members will pay $19.99 and $14.99, respectively. The service covers a wide range of items, such as food, gadgets, and over-the-counter drugs. Amazon is using its current Same-Day Delivery network to help with the rollout. The one-hour option is accessible in hundreds of cities and towns right now, while the three-hour option is available in more than 2,000 places. The business has also included new search criteria and a special storefront to make it easier for clients to identify things that can be delivered quickly. Also, Amazon is developing a service dubbed "Amazon Now," which promises to deliver important products in 30 minutes or less in some locations. As competition in e-commerce and last-mile delivery heats up, Amazon is continuing to put money into making logistics faster and easier. The next thing that will cause a change is updates to the larger deployment and the possible effects on margins and consumer acceptance.

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG) is starting to run into a different kind of constraint as it scales its AI infrastructure, with reports saying the company is now looking for more liquid cooling equipment to support its growing data center needs. According to Reuters, Google has been in talks with Chinese suppliers, including Envicool, following a recent visit by its Taiwan based procurement team. The move reflects how quickly demand for these systems is rising as AI workloads push servers to generate far more heat than traditional air cooling can handle. Liquid cooling, which uses fluid to regulate temperatures around high performance chips, is becoming essential for running modern AI data centers. As a result, supply is tightening, and even large players like Google are actively securing equipment.

“A very happy St Patrick’s Day,” said Gerry Adams, as he took his seat in the stand at court 16 in the Royal Courts of Justice on Tuesday. Mr Justice Smith hadn’t quite caught what the defendant said, and asked him to repeat himself. “Oh that’s very kind of you,” the judge stammered when he finally worked it out. The green tie and small sprig of shamrock in Adams’s lapel – worn alongside a Palestinian flag pin – ought perhaps to have been a clue. Adams used to spend 17 March at the White House, glad-handing a succession of thematically dressed presidents and supportive senators of Irish extraction. This year, though, the former Sinn Féin president had a prior engagement in a British courtroom. It was not a criminal dock, as some of those present in the public benches – who included the relatives of people murdered by the IRA during the Troubles – would certainly have preferred. Adams is being sued in the civil high court in London by three surviving victims of IRA bombings, who want the judge to establish, on the balance of probabilities, that the former president of Sinn Féin was also a former senior IRA leader and so could be held personally liable for their injuries. Money may not be immediately at stake – the three claimants are seeking symbolic damages of £1 – but for Adams, 77, the potential cost is still extremely high. For more than five decades, in defiance of the flat assertions of multiple former allies, foes and journalists that he had a senior operational role in the IRA during what he described in court as “the war”, Adams has insisted that he was never a member of the republican paramilitary group. Anyone who expected him to concede anything different once under oath was going to be disappointed. Previous witnesses, including a former IRA bomber, former British army commander and former senior police and intelligence officers, have told the court that it is “inconceiveable” that Adams was not involved in authorising bombings, and that his previous den...

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is attempting to reinforce confidence in its long-term growth trajectory as Chief Executive Officer Jensen Huang used the company's GTC keynote to outline a roadmap that could generate up to $1 trillion in cumulative data center revenue through 2027. The forecast, tied to demand for its Blackwell and Rubin chip platforms, comes at a time when investors have been looking for clearer signals that the company's AI-driven momentum can persist. Huang framed the opportunity around a sharp expansion in computing needs, stating that demand has increased roughly one million times over the past two years, a backdrop that he suggested continues to support elevated infrastructure spending. During the presentation, Nvidia introduced a series of new products and initiatives aimed at broadening its reach beyond its core GPU franchise. The company unveiled chips incorporating technology licensed from startup Groq, including a language processing unit designed to accelerate AI inference, and signaled a deeper push into central processing units, an area historically dominated by Intel. Nvidia also detailed its upcoming Vera CPU architecture and indicated it may begin offering standalone CPU-based systems, which Huang described as a potential multibillion-dollar opportunity. At the same time, the company highlighted expanding partnerships with firms such as International Business Machines, Hewlett Packard Enterprise, Adobe and Uber, including plans linked to autonomous vehicle deployments by 2028. Investor reaction appeared measured. Nvidia shares initially rose as much as 4.8% before paring gains to close up 1.6% at $183.19, suggesting that expectations around the company's growth outlook may already be elevated. The updated revenue projection extends Nvidia's prior $500 billion data center forecast through 2026 by an additional year, effectively doubling the cumulative figure without necessarily implying a sharper accele...

格隆汇3月18日｜英伟达CEO黄仁勋：到2027年底，Blackwell和Rubin芯片带来的营收机遇“可能将超过1万亿美元”。

designer491 Pulse Biosciences ( PLSE ) said that it will accelerate the development of the company's Pulse Cardiac Catheter Ablation System. The decision was made based on the results of a European feasibility study that found that Pulse's Nanosecond Pulsed Field Ablation (nsPFA) "delivers a unique combination of speed, safety, and long-term durable efficacy in treating Atrial Fibrillation." Data indicated that at 12 months, 45 of 47 patients (96%) had highly durable pulmonary vein isolation. Normally, about 20%-25% recurrence is seen. Pulse added that t he majority of R&D and clinical investment is now focused on the Pulse Cardiac Catheter's upcoming pivotal IDE study and related regulatory submission. More on Pulse Biosciences Pulse Biosciences, Inc. (PLSE) Q4 2025 Earnings Call Transcript Pulse Biosciences, Inc. (PLSE) Presents at 31st Annual AF Symposium 2026 - Slideshow Pulse Biosciences, Inc. (PLSE) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Pulse Biosciences slips despite Q4 beat after deal to sell shares Pulse Biosciences targets CE Mark submission in 2026 as nPulse platform advances clinical milestones

nonnie192 At the J.P. Morgan Industrials Conference in Washington on Tuesday, airline executives were encouraged by demand trends in the first quarter that should offset any impacts to their bottom line from soaring fuel costs. “Demand for our product is strong. And our revenue performance is improving at a rate greater than we had originally anticipated,” said the chief executive at American Airlines, Robert Isom, adding that the carrier is increasing its Q1 guide to now expect more than 10% growth, extending into April and May. The outlook for the airline industry was less rosy at the start of the year, as back-to-back winter storms raised concerns about the sector’s top line, while a sharp spike in oil prices due to the conflict in the Middle East threatened the bottom line. “We’ve had 8 of the 10 highest sales days in our history this quarter, 5 in just March alone,” Delta’s Ed Bastion said at the conference. And while there’s been some anticipated pressure on European markets from the Iranian conflict, the carrier is still seeing significant growth on the bookings front this quarter. Most of the carriers expect they can recapture the double-digit increase in jet fuel through higher air fares, others have other mitigation avenues outside of fuel hedges (which most carriers no longer employ to offset fuel shocks), including their own oil refineries, while others will consolidate routes and end unprofitable flights. “Oil is extremely volatile right now,” JetBlue CEO Joanna Geraghty said at the J.P. Morgan conference, adding that while she doesn’t know how long this will last, the team at JetBlue ( JBLU ) is “focused on controlling what we can, which seems to be the theme for the last several months.” “We obviously have contingencies laid out depending on what happens with fuel. But I think given the demand environment right now, I think we feel very good about it, and it is really across the board,” JetBlue President Martin St. George added at the conference. Whil...

Yuriy T Amazon ( AMZN ) CEO Andy Jassy told employees at an internal all-hands meeting that artificial intelligence could double AWS's revenue to $600B by 2036, Reuters reported. “I've been thinking for the ​last number of years ​that AWS, call it 10 ‌years ⁠from now, could be about a $300 billion annual revenue, run rate business,” ​said ​Jassy, in comments obtained by the news outlet . “I think ​what's ⁠happening in AI that AWS has a ⁠chance ​to be at ​least double that.” Amazon did not immediately respond to a request for comment from Seeking Alpha. Shares of the tech giant were up around 1% in late afternoon trading on Tuesday. More on Amazon Inside Amazon's AI Power Play Amazon Is Paying Today For Margins Tomorrow Amazon: Just Like Google In 2023 OpenAI signs deal with AWS to sell AI to US government workers: report Amazon rolls out 1-hour and 3-hour delivery options for select items

quantic69/iStock via Getty Images XEG:CA At A Glance The iShares S&P/TSX Capped Energy Index ETF ( XEG:CA ) is a passively managed exchange-traded fund with an NAV of ~$2.1 billion CAD that invests in stocks designed to provide exposure to a portfolio of Canadian energy stocks. BlackRock and most of the other big Canadian banks/fund managers have multiple ETF offerings that end up providing various investment portfolios that track very similar metrics. While XEG:CA is somewhat liquid and has an easily verifiable portfolio and mandate, this article seeks to compare this offering with not only other options, but also to review whether investors can simply buy the top few energy companies in Canada without paying 0.6% in fees. XEG:CA's benchmark target is the S&P/TSX Capped Energy Index, and after further review, I believe that XEG:CA, as a concept, is a bit lazy for the fund manager. Canadian energy has done pretty well recently, and with the war causing even more volatility in energy markets, I don't want to discourage investors from looking at the sector to invest. But it's simply an ETF with a few energy stocks charging 0.6% in fees. If investors want to get exposure to higher dividend-paying Canadian energy stocks, they can easily buy these other ETFs or recreate the portfolio XEG:CA has, since the portfolio is mostly weighted in about five easily identifiable large-cap and liquid names on the TSX. I wrote about this fund recently and gave it a Sell, but after further geopolitical shifts, I will upgrade to a Hold as Canadian energy is increasing its standing on the global stage. Fund Breakdown and 2026 Outlook XEG:CA was launched on March 19, 2001 , by BlackRock with a plan to create an easily tradable fund that replicates exposure to the largest energy players in the Canadian market. Unlike the U.S. market, where there are various large- and mid-cap energy players, the Canadian market is and has been very mature, with the large-cap players paying a dividend and m...

Orlando Bravo speaking at CNBC's Delivering Alpha, 220928 Scott Mlyn | CNBC Orlando Bravo, founder and managing partner of Thoma Bravo, pushed back on mounting criticism of private markets, saying deep sector expertise is separating winners from losers as artificial intelligence creates disruption across the software industry. "We have been living in the details of the space for a very, very long time, not on a high level, not investing in stocks, [but] investing in companies, customer contracts, knowing the details. So, yes, as a sector specialist in private equity, our companies are very, very different," Bravo said Tuesday in an interview with CNBC's Leslie Picker . "We are so comfortable with our private credit book, given the choices we've made us a specialist." His comments come as investors step up scrutiny of private-market valuations and liquidity after a wave of markdowns and redemption pressure across private credit and equity funds. Morgan Stanley recently said it expects direct-lending default rates to reach about 8%, nearing Covid-era peaks. Meanwhile, John Zito of Apollo Global Management told UBS clients last month that private equity firms are broadly misstating the value of their software holdings, saying "all the marks are wrong." Bravo said Thoma Bravo's investor base, which includes major U.S. pension funds and global sovereign wealth funds, has remained confident due to the firm's long track record and transparency. "They've seen our marks, they've seen our exits, they've seen our progression," he said. "Everybody's extremely comfortable." Addressing one of the firm's more visible missteps, Bravo acknowledged overpaying for customer experience software company Medallia. Apollo's Zito pointed to this $6.4 billion take-private deal in 2021 specifically, saying it will be "worse than people expect," according to the Wall Street Journal. "When we bought it, we way overestimated or extrapolated the very high rate of growth of that company into the f...

Key Points Required minimum distributions apply to traditional 401(k)s and IRAs. They can not only drive up your tax bill, but lead to other consequences. There are steps you can take to avoid or minimize these repercussions. The $23,760 Social Security bonus most retirees completely overlook › Saving for retirement in a traditional IRA or 401(k) can make a lot of sense during your working years, especially if you're in a higher tax bracket. That's because your contributions get to go in tax-free, shielding some of your income from the IRS. The problem with traditional retirement accounts is that eventually, you'll be forced to start taking required minimum distributions, or RMDs. And those could drive up your tax bill in retirement. 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 » That's not the only problem with RMDs, though. Depending on what they amount to, they could have a serious impact on your Social Security benefits and Medicare premiums. How RMDs affect Social Security Social Security benefits aren't automatically exempt from taxes. There are income limits that determine whether those benefits get taxed at the federal level or not. However, those income limits are specific, and they're based on what's called provisional (or combined) income. Provisional income is calculated by taking your adjusted gross income (excluding Social Security) and adding in any tax-free income you receive plus 50% of your annual Social Security income. From there, the thresholds for taxes on Social Security benefits are pretty low: Single tax-filers with a provisional income between $25,000 and $34,000 face federal taxes on up to 50% of their Social Security benefits. Single tax-filers with a provisional income above $34,000 face federal taxes on up to 85% of their Social Security benefits. Joint tax-filers wi...

格隆汇3月18日｜英伟达CEO黄仁勋：Groq可能会为数据中心市场带来25%的增长空间。

"One could say that it is not everything we would have wanted but it is a gesture of reconciliation by the king in terms of what we were talking about: an acknowledgement of excesses, exterminations that happened during the Spaniards' arrival," she said.

guvendemir/E+ via Getty Images Three leading defense contractors have secured sizeable multi-year contracts with the Department of War for various missile families since the beginning of 2026, with production expected to grow by a factor of two to five times current levels by the end of the decade, noted Wells Fargo Equity Sector Analyst Lawrence Pfeffer. The analyst noted that these major deals were announced before the Iran war, which is likely to drive significant expenditure of interceptor munitions by the U.S., Israel, and Gulf Cooperation Council countries. Pfeffer views the “ongoing strategic takeaway from conflicts in Ukraine and the Middle East as having reinforced the importance of missile defense,” according to the Wells Fargo strategy note. He stated this provides visibility for potential growth beyond recent contract extensions, as well as incremental opportunities for foreign sales. On the commercial aerospace side, the analyst reminded investors that the two largest aircraft producers in the world have over 7 and 12 years respectively of backlog at forecasted consensus 2026 revenue run rates. According to the Wells Fargo note, these levels remain “above pre-pandemic norms due to persistent challenges in ramping the aerospace industry supply chain and strong secular demand growth in travel.” In light of this, below is a list of the top 10 aerospace and defense stocks ranked based on their Relative Strength Index ( RSI ), which identifies stocks that may be oversold. The list is topped by York Space Systems ( YSS ), with an RSI of 27. StandardAero ( SARO ) and HEICO Corporation ( HEI ) are next, with Embraer ( EMBJ ) and FTAI Aviation ( FTAI ) rounding out the rest of the top five. Other notable companies including Moog Inc. ( MOG.A ), General Electric ( GE ), and Archer Aviation ( ACHR ) also appear on the list. All stocks in the top ten currently maintain an RSI below 40, suggesting they may be approaching oversold territory. The Relative Strength Ind...

The Food and Drug Administration has linked cheddar cheese made from raw (unpasteurized) milk to a multistate outbreak of Shiga toxin-producing E. coli . But the cheese's maker, Raw Farm, is rejecting the regulator's findings and refusing to voluntarily recall its cheese. In an outbreak investigation notice, the FDA said seven cases have been identified in three states: California (five cases), Florida (one case), and Texas (one case). Of the seven cases, two required hospitalization. Four of the seven cases were in children age 3 or younger who are at higher risk of severe illness. No deaths have been reported. The onset of the seven illnesses spanned September of last year to as recently as February 13. Genetic testing of the E. coli in each case found they were highly related and, thus, likely from a common source. Of the three cases that health officials have been able to fully interview about their potential exposures, all three said they had eaten Raw Farm-branded raw cheddar cheese. Read full article Comments

Iran war is not delaying US weapons shipments to Taiwan, officials say Reuters