Wolterk/iStock Editorial via Getty Images I sold my Public Storage ( PSA ) position back in late 2024 (except a small watchlist position), when the stock peaked after my last article, which you can find here . The company has underperformed since my sale and since my last article. You can see the relative returns below. Seeking Alpha Public Storage Article Returns However, I felt that I had to cover this recent set of news, given that I was informed this morning that Public Storage is acquiring/merging with another storage player, National Storage ( NSA ), another company that I have covered in my previous work. This merger raises a few questions. Why, first of all? Is it a good merger, and if so, is it a good merger for anyone involved, or is there (as there so often is) a clear winner in the deal? Seeking Alpha NSA The pre-market trends speak for themselves. As I am typing this article, NSA is up 31%+. Meanwhile, PSA is down over 2%+. So, in the eyes of a market, there is a clear winner. Based on the Quant, Analyst, and Wall Street ratings, it's easy to see that NSA was considered the weaker of the two, given concurrent "HOLD" and "SELL" ratings from analysts and coverage. It was ranked among the last in its sector and industry. In this article, I'll provide a 1-2 year update on both PSA and NSA, when I'd buy either, and what appeal I see. For the past few years, my plays in storage have been limited to European companies. I have been covering UK-based Big Yellow ( BYLOF ), both buying and later (at a profit) rotating the company as well. So let's see what we have here. Public Storage Acquiring National Storage - A Good Idea Or Not? At a $10.5B price, the purchase is not exactly cheap - although recent declines from highs suggest it's not massively expensive either. The target's 1,000 properties across most states is obviously set to expand PSA's significant, existing portfolio. It will increase the company's market cap to just north of $57B and an EV of somewhat ...

Boasberg's Law: Why The Quashing Of The Powell Subpoenas Leaves More Questions Than Answers Authored by Jonathan Turley, Last week, Chief Judge James Boasberg delivered a blow to the criminal investigation into Fed Chair Jerome Powell by tossing out grand jury subpoenas. Boasberg declared the investigation overtly political and coercive, without any criminal predicate. The decision is a rare rejection of a duly issued grand jury subpoena at this stage of an investigation. In my view, he was premature and could face a difficult appeal in In re Grand Jury Subpoenas, Bd. of Governors of the Federal Reserve System v. U.S. I have previously expressed skepticism about the investigation into Powell and share concerns about the alleged use of the criminal justice system to pressure the Federal Reserve Board. However, the question is when a court can make such a judgment at this stage of the investigation. Prosecutors are generally entitled to make their case and these subpoenas sought potential evidence of waste or corruption. Boasberg has long been one of the most vocal critics of President Donald Trump on the bench, including a series of orders to stop the deportation of immigrants to El Salvador and, recently, an order for their return. He was also the subject of an ethics complaint by the Administration over statements made at a judicial conference that portrayed President Trump as a threat to the rule of law. (For the record, I opposed the effort to impeach Judge Boasberg). In the latest controversy, Boasberg rejected the premise of the criminal investigation of Powell: “The case thus asks: Did prosecutors issue those subpoenas for a proper purpose? The Court finds that they did not. There is abundant evidence that the subpoenas’ dominant (if not sole) purpose is to harass and pressure Powell either to yield to the President or to resign and make way for a Fed Chair who will.” Judge Boasberg quotes Trump’s personal attacks on Powell after he continued to refuse to lowe...

Key Takeaways Meta Platforms is considering laying off 20% or more of the company's workers, Reuters reported. A number of companies across the tech sector have turned to layoffs as a way to manage costs as they boost spending on AI. Another massive round of layoffs could be coming for employees at Meta Platforms (META). The social media giant is considering cutting 20% or more of its workforce as it looks to offset its hefty investments in AI and prepare for improvements in efficiency from advances with the technology, Reuters reported over the weekend. In its latest annual filing, Meta said it had just under 79,000 employees at the end of 2025. Meta did not respond to an Investopedia request for comment in time for publication. Why This Is Significant Meta's moves speak to a broader trend as several tech companies have announced large layoffs in recent months. Analysts have suggested some firms could still be correcting for overhiring during the pandemic. Many firms are also looking for ways to cut costs to support growing investments in AI, and may be anticipating they could need fewer workers thanks to the technology. Meta said in its January earnings report that it expects to spend $115 billion to $135 billion in capital expenditures this year as it ramps up its AI data center buildout. JPMorgan analysts said they estimate a 20% layoff would save Meta about $5 billion to $6 billion, and that the savings could help boost 2027 earnings in the face of rising costs. "If Meta is willing to reduce headcount at this scale while ramping AI investment, we think it signals a broader shift," Jefferies analysts said, noting that other tech firms could make similar moves, adding to a spate of layoffs in the industry. Meta has already made cuts in recent months to several divisions within the company, including its AI team and metaverse group, the virtual reality project CEO Mark Zuckerberg once hailed as the future of the company. Meta shares were up about 3% in recent trad...

More Big Tech Layoffs Loom as Meta Mulls 20% Cut to Its Workforce Investopedia

Silicon Motion Technology Corporation SIMO has strengthened its enterprise storage portfolio with the launch of the SM8008, a PCIe Gen5 NVMe SSD controller specifically designed for data center boot drives and power-sensitive enterprise storage applications. The new controller helps the company benefit from the rising demand for reliable and efficient boot storage as AI and cloud infrastructure continue to grow. Silicon Motion’s SM8008 delivers high performance while maintaining low power consumption. It offers speeds of up to 14 GB/s and over 2.3 million random IOPS while consuming less than 5 watts of power. Supporting PCIe Gen5 x4 and NVMe 2.0a standards, the controller is compatible with multiple enterprise form factors such as M.2 and U.2, E1.S and E3.S, enabling flexible deployment across modern server systems. With eight NAND channels and support for DDR4 or LPDDR4 memory, it is well-suited for large-scale, cost-efficient data center environments. In addition, the SM8008 includes enterprise-grade security features such as TCG Opal 2.0 encryption, hardware-accelerated AES-256, SHA-512 and RSA-3072, secure boot, and firmware authentication, and readiness for CNSA 2.0 standards. These capabilities help ensure data integrity, regulatory compliance and long-term reliability in mission-critical workloads. Early adoption by enterprise SSD manufacturers highlights strong industry interest in power-efficient, high-performance boot storage solutions and supports Silicon Motion’s expansion in next-generation data center infrastructure. How Are Competitors Performing? Silicon Motion faces competition from Marvell Technology, Inc. MRVL and Micron Technology, Inc. MU. Marvell is focusing on AI-driven storage and data-center SSD controllers, including its Bravera PCIe 5.0 controller family aimed at high-performance cloud infrastructure. The company has also been investing in next-generation connectivity technologies like PCIe 8.0 and CXL, which are expected to support faste...

Can Silicon Motion's New SM8008 SSD Controller Launch Stoke Growth? TradingView

Check out the companies making the biggest moves in midday trading: Peloton — The connected fitness company, known for its at-home Bike and Tread products, announced a new commercial series for high-traffic gyms on Monday. Shares gained 4.5%. Meta — Shares of the Facebook parent rose more than 2% after Reuters reported that Meta anticipates laying off 20% or more of its workforce in order to offset its artificial intelligence spending plans. Regarding Reuters' reporting, a Meta spokesperson told CNBC , "This is a speculative report about theoretical approaches." Nvidia — The chip giant's stock advanced about 2% ahead of the company's annual GTC conference , where CEO Jensen Huang is scheduled to deliver a keynote address at 2 p.m. ET. Analysts expect Nvidia to offer fresh insight into the durability of the AI spending boom and the chipmaker's next generation of processors. Fertilizer companies — Shares of fertilizer companies slid in midday trading. Treasury Secretary Scott Bessent told CNBC that the U.S. is permitting Iranian oil tankers to travel through the Strait of Hormuz. The global supply chain for fertilizers also travels through the waterway, and companies in that sector have seen shares surge amid the Iran War. CF Industries and Mosaic lost more than 4%, while Nutrien slipped 5%. Upstart — Shares of the AI lending company jumped more than 6% after BTIG upgraded the stock to buy, with a $43 price target. Last week, Upstart applied for a national bank charter, and BTIG analysts anticipate a charter could reduce the company's funding risk and materially improve its economics, lowering transaction volume costs and potentially boosting annual earnings per share by around 60%. Dollar Tree — The discount retailer rose more than 4%, despite posting mixed fourth-quarter results and warning that sales growth could slow in the year ahead. Dollar Tree expects it could attract new customers seeking value amid rising oil prices and a tighter labor market. However, those...

当地时间3月15日-16日，中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长贝森特和贸易代表格里尔在法国巴黎举行经贸磋商。双方以中美两国元首重要共识为引领，围绕关税安排、促进双边贸易投资、维护已有磋商共识等彼此关心的经贸议题，进行了坦诚、深入、建设性的交流磋商，形成了一些新的共识，并将继续保持磋商。 何立峰表示，在两国元首重要共识战略引领下，经过去年五轮经贸磋商，中美在经贸领域达成一系列磋商成果，为两国经贸关系和世界经济注入了更多确定性和稳定性。近期，美最高法院已裁决美依据《国际紧急经济权力法》加征的关税违法，随后美方依据《1974年贸易法》第122条对所有贸易伙伴加征10%进口附加费，还陆续出台了有关301调查、企业制裁、市场准入限制等涉华消极举措。中方反对美方加征单边关税的立场是一贯的，敦促美方彻底取消单边关税等限制措施，并将采取必要措施，坚决捍卫自身正当合法权益。希望美方与中方相向而行，共同落实好两国元首重要共识，不断拉长合作清单，压缩问题清单，推动中美经贸关系健康、稳定、可持续发展。 美方表示，稳定的中美经贸关系对两国和世界非常重要，有助于推动全球经济增长、供应链安全和金融稳定。双方应减少摩擦、避免问题升级，通过磋商解决分歧。 双方同意，研究建立促进双边贸易投资的合作机制，继续发挥好中美经贸磋商机制作用，加强对话沟通，妥善管控分歧，拓展务实合作，推动双边经贸关系持续稳定向好。（央视新闻）

Bank of America Corp. increased its 2026 forecast for investment-grade debt sales by so-called hyperscalers by 25% to $175 billion, with an expectation of $65 billion in new issuance still expected this year. The update follows Amazon.com Inc .’s $54 billion bond issuance last week after the announcement of its investment in OpenAI , which was not part of BofA’s previous estimate, analyst Tom Curcuruto said in a note to clients on Friday. “We expect another ~$65B of issuance for the rest of 2026, which could be positive for spreads if the bulk of issuance is behind us,” he said. Hyperscalers, massive cloud-computing companies investing heavily to support the build-out of artificial intelligence, have already issued $110 billion of investment-grade debt in 2026, or 63% of BofA’s new forecast. The bank expects around $30 billion of further issuance this year from Meta , $20 billion from Microsoft and $15 billion from Alphabet . BofA also expects a quarter of the debt to be in a foreign currency. Tech companies have been spending aggressively on AI processing facilities, with much of the funding coming from debt markets, leading investors to question whether the high-tech splurge will lead to future growth or a speculative bubble. Hyperscaler spending on data-centers in 2026 is expected to by up around 70% from last year to more than $600 billion. Read more: Meta, xAI Spread Risks of AI Splurge With Off-Balance-Sheet Debt Last week, Amazon issued $37 billion and €14.5 billion in bonds in the US and Europe respectively, helping break a record for European bond issues. In the US, the company garnered as much as $126 billion of orders from money managers. Upside risks to hyperscaler issuance depend on the next wave of updates from the companies when they report earnings in late April and early May, Curcuruto said. Read more: AI Data Center Boom Sparks Fears of Glut Amid Lending Frenzy Since capital expenditure spending has caught up with pre-capex cash flow following stoc...

上周末中东石油设施遭袭，加之白宫暗示美伊冲突可能还将持续数周，周一国际油气价格仍居高不下。 据美国汽车协会（AAA）数据，美国普通汽油均价上涨 2 美分，至每加仑 3.72 美元 以下，为 2023 年 10 月 7 日以来最高水平。 自美伊冲突爆发以来，美国汽油价格每加仑已累计上涨 74 美分 ；过去一个月涨幅达 26.9% ，为卡特里娜飓风以来最大月度涨幅。 这一价格飙升直接冲击特朗普总统的核心政绩之一 —— 其第二任期内汽油价格曾持续下跌，去年 12 月一度跌破每加仑 3 美元，为 2021 年 5 月以来最低。 柴油价格涨幅更为惊人，冲突以来每加仑上涨 1.24 美元 ，目前均价达 4.99 美元 ，即将触及 2022 年 12 月以来首次 5 美元 关口。多家货运公司已开始征收高额燃油附加费，相关成本或将转嫁给消费者。 周一，全球基准 布伦特原油 微涨至每桶 103.50 美元 ；美国基准 西德克萨斯轻质原油（WTI） 当日下跌 1%，至每桶约 98 美元 。 上周，美以对伊朗发动袭击后，伊朗实际上关闭了 霍尔木兹海峡 ，禁止多数油轮通行，引发史上最严重石油供应中断 —— 全球约 20% 的石油供应经此水道运输。受此影响，布伦特与美国原油价格双双飙升至 2022 年以来最高水平。 目前冲突已进入第三周，暂无结束迹象。 荷兰国际 集团（ING）大宗商品策略师周一在报告中指出，美军周五袭击伊朗 哈格岛 引发市场对石油供应的担忧，因伊朗大部分石油均从此地外运。 尽管袭击目标看似为军事设施而非能源基础设施，但仍构成供应风险，“尤其是伊朗石油目前几乎是唯一通过霍尔木兹海峡运输的原油”。 相关实时报道 2026 年 3 月 15 日，伊朗德黑兰，美以与伊朗冲突期间，民众在一处遇袭地点行走。 英国正与盟友合作重开霍尔木兹海峡，特朗普敦促各国提供协助 哈格岛遇袭后不久，一枚被拦截的伊朗无人机残骸坠落阿联酋一处关键石油终端，导致运营暂停，凸显冲突对中东石油设施的威胁。 尽管美国目前未打击伊朗石油基础设施，但特朗普周五晚间在 “真实社交” 平台发文警告，若伊朗继续干扰船只通过霍尔木兹海峡，将重新考虑这一立场。 德意志银行宏观经济研究主管吉姆・里德周一在报告中总结：“市场仍担忧冲突进一步升级，随着时间推移，投资者已开始为更持久的冲突定价。” 周日，特朗普敦促中国及美国盟友派遣军...

alvarez/E+ via Getty Images Introduction The last time I covered Cheniere Energy ( LNG ), I highlighted their improved guidance and solid developments that should allow them to enjoy LNG’s long-term potential despite the near-term volatility that could’ve gone against it. Following a strong report and continued internal developments alongside the escalation of the conflict in Iran, Cheniere’s strategic importance is proven once again, but although it remains a Buy, it’s important to keep in mind that even though this volatility is beneficial in the short term, it may also come as a headwind if the global economy is affected. Internal Developments Cheniere Energy IR LNG reported strong Q4 and 2025 as a whole, with a significant beat on EPS despite a miss on revenue, producing a record amount of LNG throughout the year and delivering $5.29 billion in Distributable Cash Flow (well above their initial $4.1 billion to $4.6 billion guidance, which was raised twice), which is very solid for a $53.03 billion market cap today (after the stock is already up as a result of the ongoing macro environment). Cheniere Energy IR As for the guidance, LNG expects Adjusted EBITDA between $6.75 billion and $7.25 billion, with a DCF in the range of $4.35 billion to $4.85 billion, down mostly as a result of the lack of the massive one-time tax break seen in 2025, which boosted these numbers by over $300 million, and the transition to long-term contracts that are scheduled to start in 2026, with over 95% of their capacity already locked into this type of contract. This leads to a lot of predictability despite offering weaker margins compared to selling at current spot prices while their projects continue advancing. Regarding other developments, they also mentioned a new long-term agreement with CPC Corporation (Taiwan) to deliver up to 1.2 MTPA of LNG through 2050, securing yet another brick in their already strong long-term foundation, while Corpus Christi Stage 3 got the DoE's approval f...

美国共和党面临严峻的中期选举形势，党内越来越多的人认为，重提2020年大选的恩怨可能会分散人们对真正重要问题的注意力。但目前看起来，特朗普不会就此罢休。（新浪财经）

Hi, it’s Michael Sasso in Atlanta and Saijel Kishan in New York, reporting on how small businesses across America are saying “no” to private equity. Also today, Orcel’s Commerzbank bid eases the path to full UniCredit control. Today’s top stories UniCredit makes €35 billion bid for Commerzbank to cross 30%. Public Storage strikes $10.5 billion deal for National Storage. Apollo in talks for stake in CVC’s Syntegon at €4 billion value. Amplifon buys GN Store hearing aid unit in $2.6 billion deal . Triton Partners raises €5.5 billion for delayed flagship fund. PE pushback Roughly a quarter of small-business owners in the US are 65 years or older. That means a “silver tsunami” of opportunity is coming for private equity firms that love to buy the mom and pop operations forming the backbone of America’s economy. There’s just one problem: these local businesses aren’t all that keen on selling—at least not to private equity. Whether it’s HVAC contractors in Texas, snow plough operators in Illinois or electricians in Ohio, owners are increasingly saying “no” when private equity firms come knocking with takeover offers. What’s more, it’s becoming a point of pride to do so and they’re letting their customers know it. Jay Cunningham, who runs Superior Plumbing in the Atlanta-area, is among those refusing to make a deal. Having fielded hundreds of calls and emails from PE over the years, the 64 year-old reckons selling to one of these buyers would be bad for his staff and his wider community. In the New Orleans area, small business owner Craig Jacomine is pushing other operators toward local partnerships instead of selling to private equity. The backlash is instead opening up some opportunities for smaller-scale financiers. Read the full story here . —Michael Sasso and Saijel Kishan M&A focus UniCredit, led by CEO Andrea Orcel, has made a €35 billion bid for Commerzbank that will allow it to increase its shareholding beyond 30%, easing the path for a potential future acquisitio...

由于黎巴嫩持续遭到以色列的袭击，当地民众被迫离开家园，在临时帐篷和车辆中艰难维持生活。3月15日，一场大雨降临黎巴嫩首都贝鲁特。雨水打湿了部分流离失所者搭建的简易帐篷，持续的空袭令许多人无家可归。一些流离失所者表示，即使帐篷内被雨水浸透，他们也没有其他地方可去，只能继续在树下或帐篷里避雨。黎巴嫩部长理事会灾害风险管理部门15日公布的最新数据显示，自2日黎以冲突升级以来，以色列对黎巴嫩的持续攻击已造成超83万黎巴嫩民众流离失所。目前黎巴嫩全国620个运营中的避难所，已有超13万人前往避难。（央视新闻）

NEW YORK, March 16, 2026, 10:29 EDT Sandisk popped roughly 7% early Monday, stretching the rally in AI-related memory stocks after Micron announced plans for a second plant at its new site in Taiwan. Micron itself was up around 5%, with Western Digital not far behind, up close to 4%. Traders rotated into memory and storage plays instead of focusing solely on the headline AI chipmakers. Barron’s This shift is rippling across more of the hardware stack. Demand for DRAM—speedy memory that sits near the processor—and NAND flash, the storage tech found in SSDs, keeps tightening as cloud giants scale up data centers. HPE CEO Antonio Neri last week put it bluntly: “elevated prices to persist well into 2027.” MarketWatch Sandisk stands out among gainers here. According to a filing, fiscal second-quarter revenue surged 61% year over year to $3.03 billion. Datacenter revenue jumped 64% sequentially. Looking ahead, the company projected current-quarter revenue in the range of $4.4 billion to $4.8 billion, and sees adjusted earnings landing between $12 and $14 per share. SEC Back in January, Chief Executive David Goeckeler pointed to accelerated enterprise SSD rollouts and a surge in acknowledgment that Sandisk’s tech is “powering AI.” On the recent earnings call, Goeckeler told analysts the company now expects data-center storage needs—counted in exabytes—to climb at a high-60% pace in 2026. That’s a sharp jump from the mid-40s growth rate forecast just a quarter ago. He attributed most of the upward revision to AI demand. SEC Micron kicked off Sunday with news that put the spotlight back on the sector. The company detailed that its Tongluo site houses about 300,000 square feet of cleanroom space. Another facility, almost as large—planned at around 270,000 square feet—is set to break ground before the close of fiscal 2026. “Memory is a strategic asset that dictates AI product performance,” said operations chief Manish Bhatia. Micron Technology Wall Street analysts are rushing ...

格隆汇3月16日｜申通快递(002468.SZ)公告称，本次向不特定对象发行可转债拟募集资金总额不超过人民币30亿元（含本数），扣除发行费用后，将全部投资于智慧物流设备升级项目和干线运力网络提升项目。

This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials) is expected to showcase new artificial intelligence technologies and strategic partnerships at its annual GTC developer conference as the company works to maintain its leadership in the rapidly expanding AI chip market. The conference, held in Silicon Valley, has become one of the company's most important events for announcing new products and outlining its technology roadmap. CEO Jensen Huang is expected to present updates on Nvidia's latest chip platforms and data center systems designed to support growing demand for AI computing. Nvidia's graphics processing units remain central to large-scale AI training systems used by technology companies and governments building advanced data centers. However, analysts say competition is increasing as rival chipmakers and major customers develop their own specialized processors. Industry observers expect Nvidia to highlight advances in AI inference, agent-based AI systems and networking technologies that support large AI infrastructure projects. The company may also introduce new servers that combine recently acquired technologies with its existing computing platforms. Even if there is more competition from bespoke chips and traditional processor vendors, Nvidia still has the biggest share of the AI chip industry. Investors will be keeping a close eye on the conference to see if the corporation can keep its edge as AI technology changes, analysts say.

Micron stock soars 42% as analysts raise bold price targets Micron Technology is heading into its second-quarter earnings report on a strong run, with analysts raising price targets and Wall Street watching closely for signals on AI-driven memory demand. Micron Technology is walking into its fiscal second-quarter earnings report on Wednesday with a head of steam behind it. Shares of the memory chip maker have climbed roughly 42% year to date, and analysts have spent the past several weeks racing to revise their price targets higher as the company’s growth story around artificial intelligence continues to build momentum. The most notable move came from RBC Capital, which raised its price target on Micron from $425 to $525 today while holding its Outperform rating. The stock was trading around $426 when the note landed, and RBC’s revised target represents meaningful upside from that level. Over the past year, shares have climbed 324%, approaching a 52-week high of $455.50. What is driving the price target increases RBC’s updated target is built on a case that goes beyond a single quarter. The firm raised its estimates based on continued pricing strength in the memory chip market, with its base case calling for prices to keep climbing through calendar year 2026. The longer-term picture looks even more favorable, in RBC’s view, because tailwinds from high-bandwidth memory pricing and content are expected to carry into 2027. The firm specifically pointed to Nvidia’s Rubin Ultra platform as a meaningful growth driver. That platform represents approximately 3.5 times the memory content of prior generations, which translates directly into higher revenue potential for Micron as demand for those chips scales up in data centers. RBC is not alone in its revised thinking. 1) Wedbush Securities lifted its price target to $500 from $320. 2) Wells Fargo raised its target to $470 from $410 and reiterated a Buy rating. 3) Baird set its target at $500, citing a tight DRAM supply outlo...

NVIDIA (NVDA) Stock Decline: A Potential Buying Signal Amid Mark GuruFocus

All three major US stock indexes were up in late-morning trading Monday, as oil prices fell, though 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.

Shareholders of Alpha Metallurgical Resources Inc (Symbol: AMR) looking to boost their income beyond the stock's 1.1% annualized dividend yield can sell the August covered call at the $210 strike and collect the premium based on the $22.30 bid, which annualizes to an additional 27.7% rate of return against the current stock price (at Stock Options Channel we call this the), for a total of 28.8% annualized rate in the scenario where the stock is not called away. Any upside above $210 would be lost if the stock rises there and is called away, but AMR shares would have to advance 13% from current levels for that to occur, meaning that in the scenario where the stock is called, the shareholder has earned a 25% return from this trading level, in addition to any dividends collected before the stock was called. In general, dividend amounts are not always predictable and tend to follow the ups and downs of profitability at each company. In the case of Alpha Metallurgical Resources Inc, looking at the dividend history chart for AMR below can help in judging whether the most recent dividend is likely to continue, and in turn whether it is a reasonable expectation to expect a 1.1% annualized dividend yield. Below is a chart showing AMR's trailing twelve month trading history, with the $210 strike highlighted in red: The chart above, and the stock's historical volatility, can be a helpful guide in combination with fundamental analysis to judge whether selling the August covered call at the $210 strike gives good reward for the risk of having given away the upside beyond $210. (Do most options expire worthless? This and six other common options myths debunked). We calculate the trailing twelve month volatility for Alpha Metallurgical Resources Inc (considering the last 250 trading day closing values as well as today's price of $185.86) to be 59%. For other call options contract ideas at the various different available expirations, visit the AMR Stock Options page of StockOptions...

格隆汇3月16日｜随着重要航道霍尔木兹海峡实际上对航运关闭，沙特阿拉伯正加紧通过绕行路线出口原油，目前大量油轮正守候在沙特红海关键港口准备装运原油。船舶追踪数据显示，周一，至少有27艘油轮停泊在延布港两处原油出口设施附近。这一数字高于上周五的11艘。

英伟达股价在本周备受关注的开发者大会前夕走高，投资者押注此次大会将为 AI 资本开支热潮的持续性 以及这家芯片巨头的下一代处理器提供最新线索。 该股周一上涨约 2%，此前公司将召开年度 GTC 大会，CEO 黄仁勋定于美国东部时间下午 2 点发表主题演讲。该大会已成为英伟达公布技术路线图、巩固投资者对 AI 基础设施需求信心的重要平台。 AI 开支之争 分析师表示，目前整个半导体行业最大的疑问是：超大规模云厂商对 AI 硬件的投入能否保持过去两年般的强劲。 摩根士丹利 分析师在前瞻报告中写道：“我们认为英伟达将追上供应链中的其他股票，当前是非常好的入场点。” 该行重申英伟达是半导体行业首选标的。 该行称，此次大会有望化解投资者围绕英伟达长期市占率的争论 —— 随着 AMD 等竞争对手及定制 AI 芯片逐渐崛起，相关担忧持续升温。 富国银行 分析师指出，英伟达今年表现弱于整体半导体板块，已成为投资者频繁讨论的话题。该股年内下跌约 3%，而 VanEck 半导体 ETF 上涨 8%。 长期目标 富国银行表示，尽管 GTC 大会可能成为股价催化剂，但市场预期已然高企：买方对英伟达 2027 年每股收益的预测在 13 美元 左右，这一水平已隐含 Vera Rubin 等未来架构成功落地的假设。 该行认为，更明确的长期目标才有望重新点燃股价。分析师指出，博通、美满电子、AMD 等竞争对手均已披露多年展望，而英伟达通常只提供短期指引。 富国银行称：“如果英伟达能给出 2027 自然年的明确目标，可能成为推动股价上行的关键催化剂。” Wolfe Research 分析师也表示，投资者迫切希望看到未来需求规模的信号。该行认为，英伟达可能会披露 2026—2027 年 AI 相关收入可见度的新信息，若给出更强的长期需求信号，或将成为潜在利好。 股票回购 另一大驱动因素可能是 资本回报 。英伟达最新季度财报显示，其账面现金超过 600 亿美元；华尔街模型预测，2026 年、2027 年自由现金流将分别达到约 1800 亿、2400 亿美元。 富国银行表示，若在大会上公布更新后的回购计划，有望进一步提振股价。 产品管线与技术路线图 美国银行 分析师预计，大会将重点展示英伟达未来产品管线及专为 AI 推理设计的定制化系统。投资者可能聚焦公司路线图更新，包括本世纪晚些时候推出的 费曼（Fey...

In a move that underscores the relentless demand for high-performance artificial intelligence (AI) infrastructure, Micron Technology (NASDAQ: MU) has officially finalized the acquisition of a major manufacturing facility in Taiwan from Powerchip Semiconductor Manufacturing Corporation (TWSE: 6770). The $1.8 billion deal for the P5 facility in Tongluo, Miaoli County, marks a critical pivot for Micron as it aggressively scales its production of High Bandwidth Memory (HBM) and next-generation DRAM to meet a market that is essentially sold out through the end of the year. The acquisition comes at a fever-pitch moment for the company’s valuation. Ahead of its fiscal second-quarter earnings report scheduled for March 18, 2026, Wall Street analysts have turned exceptionally bullish. Most notably, Wedbush Securities has catapulted its price target for Micron to a staggering $500, citing a "generational inflection point" in memory pricing and a supply-demand imbalance that favors Micron’s premium HBM3E and HBM4 product lines. With revenue guidance sitting at a record $18.7 billion for the quarter, the industry is witnessing Micron’s transition from a cyclical commodity player to a structural pillar of the global AI economy. Detailed Coverage of the Powerchip Acquisition The acquisition of the P5 facility is more than just a real estate transaction; it is a strategic land grab in the heart of the world’s most advanced semiconductor ecosystem. Located just 15 miles from Micron’s existing "mega campus" in Taichung, the Tongluo site provides 300,000 square feet of high-grade 300mm cleanroom space. Micron has already begun the process of retrofitting the facility with extreme ultraviolet (EUV) lithography equipment, intended to manufacture HBM3E and the upcoming HBM4 chips. The timeline for this expansion is aggressive but necessary. While the deal closed in mid-March 2026, Micron intends to have the first wafers of advanced DRAM coming off the line by early fiscal 2028. Furtherm...

In a move that underscores the relentless demand for high-performance artificial intelligence (AI) infrastructure, Micron Technology (NASDAQ: MU) has officially finalized the acquisition of a major manufacturing facility in Taiwan from Powerchip Semiconductor Manufacturing Corporation (TWSE: 6770). The $1.8 billion deal for the P5 facility in Tongluo, Miaoli County, marks a critical pivot for Micron as it aggressively scales its production of High Bandwidth Memory (HBM) and next-generation DRAM to meet a market that is essentially sold out through the end of the year. The acquisition comes at a fever-pitch moment for the company’s valuation. Ahead of its fiscal second-quarter earnings report scheduled for March 18, 2026, Wall Street analysts have turned exceptionally bullish. Most notably, Wedbush Securities has catapulted its price target for Micron to a staggering $500, citing a "generational inflection point" in memory pricing and a supply-demand imbalance that favors Micron’s premium HBM3E and HBM4 product lines. With revenue guidance sitting at a record $18.7 billion for the quarter, the industry is witnessing Micron’s transition from a cyclical commodity player to a structural pillar of the global AI economy. Detailed Coverage of the Powerchip Acquisition The acquisition of the P5 facility is more than just a real estate transaction; it is a strategic land grab in the heart of the world’s most advanced semiconductor ecosystem. Located just 15 miles from Micron’s existing "mega campus" in Taichung, the Tongluo site provides 300,000 square feet of high-grade 300mm cleanroom space. Micron has already begun the process of retrofitting the facility with extreme ultraviolet (EUV) lithography equipment, intended to manufacture HBM3E and the upcoming HBM4 chips. The timeline for this expansion is aggressive but necessary. While the deal closed in mid-March 2026, Micron intends to have the first wafers of advanced DRAM coming off the line by early fiscal 2028. Furtherm...

Trygve Finkelsen/iStock Editorial via Getty Images Shares of ESAB Corporation ( ESAB ) have been lagging a bit in recent times, with shares now exchanging hands around the $100 mark, down substantially from the peak near $140 last year. In fact, the company announced a substantial acquisition in February, as shares have fallen from levels in the $130s to the $100 mark, with investors clearly having some concerns. This pullback starts to look enticing, and while leverage is a bit high, valuation multiples compression looks compelling enough to consider shares on dips, provided that ESAB will focus on deleveraging for now. Usually attracted to large pullbacks, some of which are covered in greater detail at Value In Corporate Events , I am looking to get involved on further dips from here. A Big Deal At the start of February, ESAB announced a $1.45 billion deal to acquire Eddyfi Technologies, a leader in inspection and monitoring technologies. The deal comes at a price; the deal is valued at 5.4 times sales of $270 million. These, however, are very profitable revenues, with EBITDA contributions seen at $80 million, for margins equal to 30% of sales. Moreover, ESAB sees $20 million in synergies down the road; these equate to about 7-8% of sales here, with the topline growing in the high single digits. The deal is seen closing in the middle of the year and is paid for with cash, and $318 million in equity. This involves about 3 million shares to be issued, with leverage by year-end seen at less than 3 times. This actually is the second deal in the recent past, with the company announcing a EUR 275 million deal to acquire German-based EWM GmbH last summer, adding EUR 120 million in heavy industrial welding equipment. Adding To The Business Alongside the announced purchase of Eddyfi, the company posted preliminary 2025 results. Reported sales are seen around $2.84 billion, with core revenues seen around $2.70 billion (these excluding Russian sales) and core EBITDA seen aro...

文章提及标的 原油 -- 布伦特原油 -- 渣打银行将2026年布伦特原油价格预测上调至每桶85.5美元，将2027年布伦特原油价格预测上调至每桶77.5美元。

Whitworth, Manchester Hokusai’s breathtaking woodblock print may be ubiquitous today but, as this startling show reminds us, it’s also an apocalyptic vision of a world about to change The printed images made in Japan between the 17th and 20th centuries, known collectively as “pictures of the floating world”, could be bought from a local bookshop for about the price of a bowl of noodles. Collected casually, like posters or magazines, these mass-produced media started out as sexy, charming and dazzling snapshots of Tokyo high-life for the vicarious enjoyment of those who could not afford it. Manufactured by workshops of artists and artisans, they made professional works of art available to ordinary people for the first time. They’re breathtakingly beautiful, and they changed the history of art. The first and most enduringly popular subjects for these collectible prints were famous actors from the kabuki theatreand beautiful women, typically courtesans from the brothel district of Yoshiwara. By introducing us to the denizens of the floating world, the first half of this dazzling exhibition sheds light on the dreams and desires that drive popular culture. Kunichika’s portrait of an actor in the role of a “heavenly being” is as heart-throbbing and as gender-bending as Rudolph Valentino in a bolero vest. A “fashionable beauty” caught by Eizan in the process of applying her lipstick, a delicately turned ankle visible through the gap in her marvellously rendered gown, is erotic in a way that is unavoidably (and by design) voyeuristic. You could imagine stumbling upon this half-dressed model, glimpsed through an open door, in the pages of Vogue Italia. Continue reading...

Qualcomm Analyst Turns Bearish As 'Addressable Market Shrinks' - Qualcomm (NASDAQ:QCOM) Benzinga

Pep Guardiola’s team have ground down other title contenders in the past with their relentless winning streaks. But those days appear to have gone Sign up for Soccer with Jonathan Wilson here This has been a strange season for Manchester City. Every now and then, they’ve threatened to produce the sort of run that used to define them. They won eight games in a row from the end of November to the end of December, then six in a row in February. At which point the tendency has been for a sort of mental muscle memory to kick in and to think that, even if they haven’t been playing that well, even if this doesn’t look like the City sides of old, this is the start of one of those relentless bouts of form that has ground down challengers in the past. After all, some of those past runs began uncertainly. But this is a very different City. Even Pep Guardiola sounded bemused after Saturday’s draw with West Ham , noting how “in the past always we found the way to win this kind of game … this season, the fact that we didn’t score goals for the amount of chances, it’s punished us”. He seemingly had no explanation for that, muttering about the “unfairness” of the world that his side had not got the results he feels their football has deserved. This is an extract from Soccer with Jonathan Wilson, a weekly look from the Guardian US at the game in Europe and beyond. Subscribe for free here. Have a question for Jonathan? Email soccerwithjw@theguardian.com , and he’ll answer the best in a future edition. Continue reading...