US stocks are flashing their strongest buy signal in almost a year, according to Barclays’ Alex Altmann , who joins a growing chorus on Wall Street saying the worst of the recent rout may be over. Barclays’ Equity Timing Indicator, or BETI, dropped to negative 8.3 overnight, its lowest level since President Donald Trump ’s tariff turmoil last April, Altmann, the bank’s global head of equities tactical strategies, wrote in a note to clients Tuesday. It reached a threshold that has historically marked “highly attractive” entry points for stocks. BETI — which aggregates 19 inputs spanning market internals, positioning, sentiment and macroeconomic data — is designed to identify tactical turning points in equities. Historically, readings above +7 have signaled poor forward returns, while levels below -7 have been associated with supportive conditions for rallies. When the gauge falls between -8 and -7, the S&P 500 Index has delivered average 42-day forward returns of 6.6%, with a 92% positive hit rate since 2015, according to the bank. The median returns over that period stands at 5.1%, based on 38 observations. The latest bearish reading reflects in part a deterioration in the S&P 500’s rate of change. While the index’s peak-to-trough decline from its high earlier this year may appear modest in absolute terms, it stands out given the unusually low volatility and narrow trading range over the prior six months, according to the note. Additional contributors include a sharp repricing in high-yield credit spreads — notable even if outright levels still remain relatively benign — and a collapse in Barclays’ Equity Euphoria Indicator, signaling a rapid unwinding of bullish sentiment. “Barclays Equities Tactical Strategies remain attractive on US equity risk through this S&P 500 pullback,” Altmann wrote, adding that relatively muted positioning among systematic and discretionary investors could amplify any upside move. ‘Sharp Beta Squeeze’ With commodity trading advisers, or C...

格隆汇3月18日｜以色列国防军：我们正在为伊朗人民掌握自己的命运创造条件。

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Iran war choke-points begin to cast doubt on global chip supply Daily Herald

J Studios/DigitalVision via Getty Images It’s impossible to discuss overarching market trends this year without devoting the bulk of that discussion to the “SaaSpocalypse” and how quickly enthusiasm for AI as a business tailwind has shifted into becoming a net risk. But while I do believe the broad fear against software stocks is unwarranted, I also think we need to gear up for a definitive change in market leadership and which tech companies will be able to survive this change. Domo, Inc. ( DOMO ), to me, is one of the least likely companies to survive. The company had already been contending with weak demand and shifting enterprise IT priorities long before AI arrived on the scene to threaten its core business. Down 50% since January alone, I unfortunately see very few catalysts that can rescue this stock from a purely fundamental angle. Data by YCharts I last wrote a "Sell" rating on Domo in January, when the stock was trading at $6 per share. Since then, the stock has lost a third of its value, and yet despite the bargain stock angle, I continue to view Domo as a value trap. The company’s business is not well designed to adapt to a world in which AI agents replace business analysts. I reiterate my "Sell" rating here. Let’s briefly touch on, for a moment, the “SaaSpocalypse” idea. Since February, investors have latched onto increasingly powerful capabilities in Anthropic’s Claude as a signal that the threat from AI is mounting and that established software companies stand no chance against agentic AI products and vibe-coded tools that no longer require expensive enterprise subscriptions. There are many flaws to this overblown fear that, in my view, betrays a lack of understanding about how enterprise software functions. For one, most systems are highly complex, requiring integrations to many third-party systems. Not only does this require ongoing vendor support, but the cost of a broken integration or getting certain data or workflows wrong is enormous. Smaller c...

Key Points Lab-grown diamonds are driving high margins and attracting new customers without cannibalizing natural diamond sales. Signet has significant growth potential in the underpenetrated $43 billion fashion jewelry market. 10 stocks we like better than Signet Jewelers › Most investors see Signet Jewelers (NYSE: SIG) as a jewelry retailer. That framing misses what's started to happen inside the business. Signet is in the middle of a product mix revolution. Lab-grown diamonds now account for roughly 40% of its bridal band sales and 15% of its fashion jewelry revenue, the latter having doubled in a single year. To me, this is Signet going on the offensive to spark growth. Lab-grown diamonds carry higher margins than their natural counterparts at lower price points, and they're pulling in a customer demographic that previously didn't shop at branded stores it controls like Kay, Zales, or Jared. 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 » The preliminary financial results Signet is posting recently reflect this. In its fiscal 2026 (ended Jan. 31, 2026), Signet posted approximately $6.8 billion in revenue, with same-store sales up 1.2% to 1.3% for the full year. Operating income came in between $388 million and $393 million, and the company expects to deliver more than $500 million in free cash flow. Average unit retail rose 4% to 5% in Q4 and 6% to 7% for the full year. These increases were driven almost entirely by the lab-grown diamond mix shift. Lab-grown diamonds are a reason to buy But lab-grown diamonds aren't cannibalizing natural diamond sales at Signet. They're expanding the category. CEO J.K. Symancyk said it plainly at Citi's Global Consumer Conference this week: "It is a category extender." Customers with a limited budget who previously bought a faux-diamond fashion piece are now s...

格隆汇3月18日｜声明显示：受伊朗支持的组织发表声明，要求所有“外国士兵”离开伊拉克。

Britain’s energy minister has said “every penny” levied on household energy bills will be scrutinised after suppliers warned that households could face a price hike of £250 a year due to the war in Iran. Michael Shanks told MPs that the government would stand ready to provide support wherever needed, but it would not be rushed into plans to reduce the costs faced by households or offer direct financial support. The government is under increasing pressure to commit to protecting energy bill payers from soaring energy markets as the crisis in the Gulf continues to disrupt global supplies of oil and gas. The biggest supply shock in the history of the energy markets has caused Europe’s gas prices to climb by 40% in less than three weeks. For motorists, the crisis has already caused petrol to rise by 10p at the pump to more than 142p a litre while the diesel price has climbed 20p higher to more than 162p a litre. The UK’s biggest energy trade association on Tuesday called on the government to immediately bring together “a vaccine-style taskforce” to address the looming cost hikes after suppliers warned that gas and electricity bills could climb by £250 a year. Specifically, the UK government should take steps to make sure that any support for energy bill payers is targeted to help those most in need, according to Energy UK. Dhara Vyas, Energy UK’s chief executive, said: “It is still too early to tell how significant an impact the conflict in the Middle East will have on British energy bills – but it is clearly sensible to prepare and ensure any intervention that might be necessary is both cost-effective and directed to help those who most need it. “Prioritising efforts to identify these customers is crucial for any potential emergency response and will also mean that we can ensure they are supported in the long term.” Keir Starmer announced that lower income households reliant on heating oil to warm their homes would receive £53m of government support to help with their ...

【有線新聞】教育局最新公布下學年將有15間小學獲「派0班」小一，是歷年最多。面臨殺校的鮮魚行學校有學生和家長表示不捨，校長稱要與辦學團體商討未來路向，會盡快向持份者交代。 在大角咀的鮮魚行學校學生早上如常上學。得知學校情況後，有學生和家長感到不捨。鮮魚行學校小五學生羅同學：「很可惜，因為學校對我挺好。（對你有多好？）我有時心情不好，學校老師會主動問我、開導我。有見到新生愈來愈少，小一、二只有一班同學，十多個左右。」鮮魚行學校家長潘太太：「都想它繼續辦下去，學校老師都很好，校長也很好。（小朋友讀幾年級？）現在就讀一年級，即將也有一個小的孩子會在這裏讀，收到這個訊息特別難過。」 收生不足，學校要決定與其他學校合併、轉辦私立，還是結束營辦。校長稱對所有方案持開放態度，會諮詢辦學團體及各持份者意見再作決定。鮮魚行學校校長施志勁：「大家雖然有心理準備，但不代表會接受最後這個答案，我們仍然都要在優化方案中選擇。我沒有辦法很斬釘截鐵地告訴你還有很多變數可以改變，這是我們現在需要思考的東西。究竟哪個方案對學生利益最大，哪個方案運作起來最順暢。」校長表示，稍後會召開大會向家長解說方案，並持續關顧學生情緒。 鮮魚行學校1969年創立，曾經在2004年、2007年跌入「殺校網」，今次是學校第三度面臨殺校危機。

In Brief After their dramatic falling out, it doesn’t seem as though Anthropic and the Pentagon are getting back together. Instead, the Pentagon is building tools to replace Anthropic’s AI, according to a Bloomberg conversation with Cameron Stanley, the chief digital and AI officer at the Pentagon. “The Department is actively pursuing multiple LLMs into the appropriate government-owned environments,” he said. “Engineering work has begun on these LLMs, and we expect to have them available for operational use very soon.” Anthropic’s $200 million contract with the Department of Defense (DOD) broke down over the last several weeks after the two parties failed to come to an agreement over the degree to which the military could obtain unrestricted access to Anthropic’s AI. While Anthropic sought to include a contractual clause that prohibits the Pentagon from using its AI for mass surveillance of Americans, or to deploy weapons that can fire without human intervention, the Pentagon didn’t budge. Instead, OpenAI swooped in and made its own agreement with the Pentagon. The Department of Defense — known under the Trump administration as the Department of War — also signed an agreement with Elon Musk’s xAI to use Grok in classified systems. It makes sense, then, why the Pentagon would be working on phasing Anthropic’s technology out of its workflows. While some reports said there was a small possibility that Anthropic would reconcile with the Pentagon, this news suggests that the government is preparing to forge ahead without them. In fact, Defense Secretary Pete Hegseth has declared Anthropic a supply chain risk, a designation usually reserved for foreign adversaries, which bars companies that work with the Pentagon from working with Anthropic as well. Anthropic is challenging this designation in court.

Robert Way/iStock Editorial via Getty Images Last October, Jensen Huang stood on a stage in D.C. and said “over the next five quarters, there’s half a trillion dollars” to fulfill. Today, Jensen was on a stage in San Jose, and said , “right now, through 2027, at least $1 trillion” of high-confidence demand. And then he said they will be short on supply, and he’s certain it (demand) will be much higher than that. Remember, on the earnings call last month , Jensen said “compute equals revenue.” He said every dollar of compute capacity added (the huge industry capex spending that continues to grow) is being monetized the moment it comes online. This is the self-reinforcing loop that is fueling what Jensen calls the biggest industrial buildout in human history: compute generates output, output generates revenue, revenue funds more compute. And today, he drilled down into the unlock for it all - it’s power. He says revenue equals tokens per watt. Tokens/output is only constrained by watts/power. That’s the big theme of this AI revolution: Abundance is only constrained by scarcity. With that, the Nvidia ( NVDA ) monopoly is well-secured, because they’re churning out new advanced chips on about an annual schedule - which are proving to be multiples more efficient than the prior generation (more output per watt). So, the Nvidia chip cycle alone is a global economic driver. And those efficiency gains feed directly into Elon Musk’s economic growth tsunami theory. And Elon’s “limitless” economic output theory then becomes plausible if you believe global energy capacity can be expanded. Until then, power is the limiting factor. It’s scarce. And with that, if AI is creating a world of abundance, then we should invest in scarcity. Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.

Electric vehicle (EV) company Lucid Group (LCID +3.49%) hasn't been a good buy in recent years, and that's putting it lightly. Its valuation today is a fraction of what it was when it first went public, nearly five years ago. And even over the past 12 months, the stock has still incurred massive losses of more than 50%. But the good news is that there can potentially be a contrarian case to be made at this stage for investing in the company. While it's still a risky investment, here's why the automotive stock might have the potential to turn things around in the future. The company plans to scale and diversify its business EVs have typically catered to higher-income consumers, but Lucid is looking at making them more affordable, which will help the business scale its operations. The company is launching a new midsize vehicle that will cost around $50,000, in line with competitors' pricing for entry-level vehicles. The company is also diversifying its revenue stream and is turning to robotaxis to drive further growth. It recently unveiled a concept for a two-seat robotaxi, although it didn't specify when it might be available. Lucid has also partnered with Uber and Nuro on an autonomous robotaxi program centered around its Gravity SUV, which is expected to launch later this year. Plus, in the near future, Lucid plans to generate around $1 billion in annual revenue from software subscriptions and other services, in a further attempt to diversify its cash flow. Expand NASDAQ : LCID Lucid Group Today's Change ( 3.49 %) $ 0.34 Current Price $ 10.23 Key Data Points Market Cap $3.2B Day's Range $ 9.91 - $ 10.31 52wk Range $ 9.12 - $ 33.70 Volume 3.7M Avg Vol 7.4M Gross Margin -9280.51 % Lucid is risky, but it may be moving in the right direction Last year, Lucid incurred an operating loss of $3.5 billion, on revenue of a little under $1.4 billion. While the company has experienced strong growth as sales rose by 68% in 2025, the big concern is the feasibility of its operati...

Nvidia's (NVDA) $1 Trillion Pipeline: Jensen Revealed The Unlock To The Limitless Economy Seeking Alpha

Key Points The company is launching a new midsize vehicle that it believes can help lead to more growth. It's diversifying its operations by also leaning into robotaxis and aiming to generate revenue from services. However, Lucid has an uphill battle as last year it incurred an operating loss of $3.5 billion. 10 stocks we like better than Lucid Group › Electric vehicle (EV) company Lucid Group (NASDAQ: LCID) hasn't been a good buy in recent years, and that's putting it lightly. Its valuation today is a fraction of what it was when it first went public, nearly five years ago. And even over the past 12 months, the stock has still incurred massive losses of more than 50%. But the good news is that there can potentially be a contrarian case to be made at this stage for investing in the company. While it's still a risky investment, here's why the automotive stock might have the potential to turn things around in the future. 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 » The company plans to scale and diversify its business EVs have typically catered to higher-income consumers, but Lucid is looking at making them more affordable, which will help the business scale its operations. The company is launching a new midsize vehicle that will cost around $50,000, in line with competitors' pricing for entry-level vehicles. The company is also diversifying its revenue stream and is turning to robotaxis to drive further growth. It recently unveiled a concept for a two-seat robotaxi, although it didn't specify when it might be available. Lucid has also partnered with Uber and Nuro on an autonomous robotaxi program centered around its Gravity SUV, which is expected to launch later this year. Plus, in the near future, Lucid plans to generate around $1 billion in annual revenue from software subscriptions and other ...

Here are the earnings estimates, what experts are saying ahead of the report and the key items to watch. Micron Q2 Earnings Estimates Analysts expect Micron to report second-quarter revenue of $19.17 billion, up from $8.05 billion in last year's second quarter, according to data from Benzinga Pro. The company has beaten analyst estimates for revenue in four straight quarters and in nine of the last 10 quarters overall. Analysts expect Micron to report second-quarter earnings per share of $8.61, up from $1.56 in the previous year. The company has beaten analyst estimates for earnings per share in eight straight quarters and in nine of the last 10 quarters overall. Guidance from the company calls for revenue of $18.3 billion to $19.1 billion and earnings per share of $8.22 to $8.62. Market Expert on Micron Stock Micron stock has been on quite a run over the last year. From its April 2025 lows to now, the stock is up 640%, one of the best returns of any S&P 500 stock. Micron stock ranked third among S&P 500 stocks with a 239.1% gain in 2025, gains that have continued into 2026. Aside from the performance from its lows, shares are still up significantly over the last year and year-to-date. "It's the second-best performing stock in the S&P 500 over the last 52 weeks with a gain of 357% and a top performer this year with gains of 42%," Freedom Capital Markets Chief Market Strategist Jay Woods said in a weekly newsletter. Woods said Micron stock has been accelerating thanks to strong demand for the company's high-bandwidth memory (HBM) products. With Micron saying its HBM products are sold out well into 2026, Woods said that guidance beyond this will be critical for the stock. "This report will tell us whether their momentum is accelerating. If HBM demand remains sold out and pricing trends keep improving, the bulls will argue the memory cycle still has plenty of runway. If not, traders may start asking whether the AI memory boom is already priced into the stock." The mark...

She's won 24 Paralympic medals. But Oksana Masters wants to talk about times she lost toggle caption Buda Mendes/Getty Images Multi-sport athlete Oksana Masters arrived in Milan Cortina as the most decorated U.S. Winter Paralympian in history, with 19 medals already under her belt from both summer and winter Games. But a series of setbacks had her wondering if she would add to her collection — let alone make it to the start line in Italy. Just two days before the opening ceremony, Masters announced on Instagram that she had been in and out of hospitals with a concussion and recurrent leg infection that kept her from training — not long after recovering from hand surgery for a torn ligament. She said she cried every day leading up to the Games, admitting, "I'm not the same skier as I was training to be." But she didn't give up. "I might not be my best, but I will have the will to not give up and to keep fighting — for my village, for little Oksana — and do what I can do," Masters said. "Because that's what I've been doing my whole entire life." Sponsor Message Masters, 36, was born in Ukraine with birth defects caused by radiation poisoning. She grew up shuffling between orphanages, enduring physical and emotional abuse, until she was adopted by an American single mom and moved to the U.S. at age 7. She had each of her legs amputated when she was 9 and 14, and underwent multiple reconstructive surgeries on her hands. She got into adaptive rowing at age 13, falling in love with the sport because it gave her what she called "a new sense of freedom and control that was taken from me so many times throughout my past." "I found out quickly the more I pushed myself, the stronger, faster and more in control I became," Masters wrote on her website. toggle caption Srdjan Stevanovic/Getty Images A decade later, Masters and her rowing partner won bronze at her first Paralympics in 2012, when she was 23. And she's competed in every Summer and Winter Games since, pivoting to cycl...

The world's largest exchange-traded fund, SPDR S&P 500 Trust ( SPY ), saw inflows of $9.01B for the week ending March 13, while its price decreased by 2.36%. iShares Bitcoin Trust ETF ( IBIT ) saw an inflow of $313.03M last week, while Bitcoin ( BTC-USD ) slipped 1.80% during the same period. On the other hand, Gold SPDR Gold Shares ETF ( GLD ) recorded outflows totaling $232.41M last week as GLD prices fell 2.47% during the week. iShares Silver Trust ETF ( SLV ) also recorded outflows totaling $834.87M, while its price slashed over 7% during the week. Last week’s inflows/outflows The 11 S&P 500 sector tracking ETFs collectively recorded outflows of about $1.71B last week, according to data from etfdb.com. The Financial Sector ( XLF ) led sector outflows totaling $1.43B, as seven out of 11 sectors saw money flowing out of their respective sector-wise funds. Communication Services Select Sector SPDR Fund ( XLC ) reported weekly outflow of $677.69M, followed by the Health Care sector ( XLV ) outflow of $395.95M. The highest inflows last week were seen in the Technology Select Sector SPDR Fund ( XLK ) totaling $970.83M, followed by the Energy Select Sector SPDR Fund ( XLE ) with inflows of $294.66M. The Utilities Select Sector SPDR Fund ( XLU ) recorded an inflow of $293.14M last week. Breakdown of S&P 500 sector fund flows: Name of fund Ticker Inflows Technology Select Sector SPDR Fund ( XLK ) $970.83M Energy Select Sector SPDR Fund ( XLE ) $294.66M Utilities Select Sector SPDR Fund ( XLU ) $293.14M Real Estate Select Sector SPDR Fund ( XLRE ) $15.71M Consumer Discretionary Select Sector SPDR Fund ( XLY ) ($91.84M) Industrial Select Sector SPDR Fund ( XLI ) ($144.53M) Consumer Staples Select Sector SPDR Fund ( XLP ) ($250.67M) Materials Select Sector SPDR Fund ( XLB ) ($289.03M) Health Care Select Sector SPDR Fund ( XLV ) ($395.95M) Communication Services Select Sector SPDR Fund Financial Select Sector SPDR Fund ( XLC ) ($677.69M) Financial Select Sector SPDR Fund ( X...

格隆汇3月18日｜以色列国防军发言人：我们正在全力攻击真主党，以破坏其实现目标的能力。

Rasi Bhadramani/iStock via Getty Images The last time I wrote about Spyre Therapeutics, Inc. ( SYRE ) it was in a Seeking Alpha article entitled " Spyre: Extended Half-Life Tech To Become Differentiating Factor For IBD Targeting ." With respect to this article, I mentioned that the company was in the process of developing its long-acting a4B7 monoclonal antibody inhibitor SPY001 in a phase 1 healthy volunteer study. As an update relating to this specific program, I'm happy to report that the company did indeed release positive results from this trial . It was noted that this drug was well tolerated across all dose groups in the single-ascending [SAD] and multiple-ascending [MAD] portions of this study. Not only that, but most importantly, the company proved its extended half-life technology theory, showing that 300 mg and 600 mg of SPY001 were able to show half-life estimates of >90 days and >100 days, respectively. Why was this finding significant? That's because this showed that the company's drug achieved a half-life 4X greater than that of ENTYVIO [vedolizumab] -- a half life of 25 days [This drug is also an a4B7 inhibitor]. Not only that, but this allowed Spyre to move forward with two maintenance doses of SPY001 of Q3M [once every 3 months] and Q6M [once every 6 months]. In particular, the latest is that the company launched the phase 2 SKYLINE study to treat patients with moderate-to-severe Ulcerative Colitis [UC]. This acts to evaluate this SPY001, along with SPY002, SPY003, and pairwise combinations thereof. However, there are two parts to this study, which are Part A and Part B. The main one to focus on would be Part A of this study, which is the open-label portion exploring single-dose monotherapy induction data. I bring this up because the company is on track to release induction data from Part A of this SKYLINE study in Q2 of 2026. However, for the purpose of this article, I want to go over another positive development from its pipeline. This would be w...

Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

Gecko Robotics announced a $71 million partnership with the US Navy, deploying its AI-powered robots to assess the condition and readiness of American warships. Gecko Robotics CEO and co-founder Jake Loosararian joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech." (Source: Bloomberg)

格隆汇3月18日｜美国总统特朗普：伊朗曾是世界恶霸，因为他们利用石油行贿并获取权力。不过他们现在都完蛋了，每一个人都完蛋了。