Flossbach Von Storch SE Buys 74,294 Shares of NVIDIA Corporation $NVDA MarketBeat

Great Lakes Advisors LLC Has $195.34 Million Stake in NVIDIA Corporation $NVDA MarketBeat

每一次跋涉的终点 编者按 一年一度的“迁徙”，只因心向一处。 每年的这个时候，十几亿人，往同一个方向走。 过去几年，我们透过各位笔下的文字，看到了归途的思绪、重逢的悲欢、故里的新颜…… 这些看似再平凡不过的日常，因为被写下来，所以有了重量。 格隆汇《归乡记》系列，今年还在。 不为别的，只是觉得：普通人的归乡与奔赴，值得被认真记录。 这是本系列第十四篇。 01 腊月二十七，上海虹桥站。 我拖着行李箱穿过人群，像一条逆流而上的鱼。到处都是人，背着蛇皮袋的、拎着礼盒的、抱着孩子的，每个人都在往同一个方向涌——检票口。广播里一遍遍播报车次信息，女声温柔而机械，淹没在嘈杂的人声中。 我的车次是G1472，终点站是安徽六安。四个半小时，这是我今年回家的距离。 候车室里，对面坐着一对年轻夫妻，女的怀里抱着个婴儿，男的脚边放着两个大编织袋，用胶带缠得严严实实。婴儿醒了，开始哭，女的撩起衣服喂奶，动作自然得像在家里。男的低头看手机，屏幕上是某个工厂的车间照片，他看了很久，然后把手机收起来，扭头看窗外。 窗外是铁轨，一列动车正缓缓进站。 我想起十年前，我第一次去上海的时候。那时候从六安到上海，要坐一夜的绿皮车，硬座，没空调，窗户能打开。我靠窗坐了一夜，看着外面的田野慢慢变成城市，又慢慢变回田野。凌晨三点的时候，车厢里有人开始吃泡面，香味飘过来，我饿了，但没舍得买——五块钱一桶，太贵了。 后来我常跟人说起那一夜，说起那个凌晨三点的泡面味。那是我对上海的第一印象，不是外滩的繁华，不是南京路的人潮，而是一桶红烧牛肉面的味道。 十年过去了，我还在上海。从工厂流水线做到房产中介，又从房产中介做到现在这家公司，做的是电商运营。工资涨了，职位变了，但每年这个时候，我还是得买一张回家的票，挤上火车，穿过几百公里，回到那个在地图上几乎找不到的小县城。 检票了。我跟着人群往前走，走过天桥，下到站台。动车安静地停在那里，流线型的车头，雪白的车身，跟十年前那辆绿皮车是两个世界的产物。 我找到座位，靠窗。放好行李，坐下来，看着窗外的站台。有人在抽烟，有人在拍照，有人在打电话：“妈，我上车了，下午三点到，不用接，我自己回去。” 动车启动，慢慢加速，把站台甩在身后。然后是城市，高楼、立交桥、密密麻麻的小区。再然后是郊区，工厂、仓库、大片大片的荒地。最后是田野，冬天的大地裸露着，麦苗刚冒出头，矮矮的、绿绿的，贴着地皮...

Hong Kong’s Ocean Park has temporarily closed its Arctic Fox Den after the enclosure’s last two remaining animals, “Siu Go” and “Trinity”, died of old age. The theme park announced on Saturday that Siu Go and Trinity had both died at the age of 11. It did not specify when the deaths occurred. “The park’s animal care and veterinary team closely monitored the health of each arctic fox throughout their later years and provided them with meticulous care,” a spokesman said. “However, they ultimately...

French President Emmanuel Macron urged calm before a march in Lyon organized by far-right groups to honor a man beaten to death this month in a street fight. The rally and march on Saturday will pay homage to 23-year-old Quentin Deranque, described by French media as a far-right activist. Three of the 11 people arrested in the attack told authorities they were part of or close to ultra-left movements, the Lyon prosecutor said Thursday. Macron, speaking to reporters Saturday morning in Paris, said he would meet with government ministers early next week to look at which violent groups operate in France and any links they may have to political parties. “In the Republic, no violence is legitimate,” he said. “There is no place for militias, wherever they come from. That’s it.” Deranque’s death has dominated headlines in France for a week, heightening tensions between Marine Le Pen’s far-right National Rally party and Jean-Luc Melenchon’s France Unbowed on the far left. Read more: France on Edge After Activist Dies From Fight at Political Event Le Pen’s party advised members not to attend Saturday’s event because of the risk of a confrontation. The march has been organized via social media by extreme far-right groups that National Rally doesn’t want to associate with, the party’s president, Jordan Bardella , told members Friday, according to Agence France-Presse . Lyon Mayor Grégory Doucet asked officials to ban the march, citing the risk of violence, but Interior Minister Laurent Nunez said Friday on RTL Radio that he would let it go ahead with an “extremely large police presence.” On Thursday, Lyon prosecutor Thierry Dran said his office had asked for seven of the 11 people arrested in the attack to be charged with intentional homicide. Of the seven, one is a parliamentary assistant, Dran said.

With its stock already up 40% year to date, one of the hottest growth stocks right now is Micron Technology (NASDAQ: MU) . The memory maker is benefiting from what looks like a supercycle for DRAM (dynamic random access memory) and NAND (flash memory). Best of all, this looks like it is just the start of the cycle. Micron derives about 80% of its revenue from DRAM, which is used for short-term memory needs, given its speed, and the rest from NAND, which is used for long-term memory storage. The DRAM market is getting a huge lift from the artificial intelligence (AI) infrastructure buildout, as graphics processing units (GPUs) and other AI chips need to be packaged with a special form of DRAM called high bandwidth memory (HBM) for optimal performance. With the AI data center market booming, demand for HBM, not surprisingly, has also skyrocketed. Continue reading

This Growth Stock Continues to Crush the Market The Motley Fool

Barry speaks with Hilary Allen, a Professor of Law at the American University Washington College of Law. She teaches courses in Banking Law, Securities Regulation, and Business Associations. They discuss financial stability regulation and new financial technologies including crypto and AI. They also talk about the role of venture capital in Silicon Valley, and why some companies from the dot com era took hold while others failed. (Source: Bloomberg)

格隆汇2月21日｜现货黄金价格重回5100美元/盎司。国内黄金饰品价格对比显示，多家黄金珠宝品牌当日公布的境内足金首饰价格涨回至1500元上方。其中，周大福报价1545元/克，较前一日每克上涨46元；周六福报价1540元/克，较上一日每克上涨46元；周生生报价1550元/克，较上一日每克上涨48元。

alex-mit/iStock via Getty Images Introduction My last Buy rating on Galaxy Digital Inc. ( GLXY ) has not worked out too well so far, and since then the stock is down 33%, though I still believe in GLXY's potential in the long run. My previous thesis was: Today, I believe GLXY remains a Buy but also faces significant issues. It is in a very interesting spot here, as crypto cyclicality has leveled off, thanks to the promising prospects of its AI compute business. Still, crypto faces risks in 2026; the stock is not as undervalued as I would like it to be an attractive buy. On the other hand, upside from Helios' recurring revenues and technical factors support a continued buy rating. Today, I am making the case that despite GLXY's data center buffer, which adds cash flow certainty, their core income remains heavily dependent on the development of crypto markets, which limits near-term upside, as those are showing increasing amounts of warning signs. I could see a broader sell-off soon, but also acknowledge GLXY's long-term potential, especially after having already sold off 50%+ and trading at a moderate valuation. In the meantime, technicals have worsened too. Crypto Developments To me, the strongest fundamental reason to stay cautious on Bitcoin here is the liquidity setup. The problem is that it is no longer improving enough to support a highly positioning-driven asset. The Fed held rates at 3.5% to 3.75% in late January and kept a clearly data dependent tone, which means the market still needs softer inflation to rebuild confidence in a faster easing cycle . Today’s inflation data moved in the wrong direction for that narrative: core PCE, the Fed’s preferred measure, came in hotter than expected at 0.4% month over month versus 0.3% expected, with the annual rate rising to 3.0%. Reuters noted this strengthens the case for cuts being delayed until after June. That matters for Bitcoin because crypto tends to behave like a macro risk asset when markets are under stress....

Brazil and India sealed a framework pact on critical minerals with the two countries agreeing to work closely on processing in a move aimed at securing rare earth supplies at a time of global disruption. “The critical minerals agreement will help shape a new and resilient supply chain,” Prime Minister Narendra Modi said after meeting President Luiz Inacio Lula da Silva in New Delhi on Saturday. Lula arrived on Wednesday for three-day visit. Brazil, home to the world’s second-largest reserves of rare earths, offers India a potential alternative source of supply as it seeks to reduce reliance on China and secure inputs critical for electronics, clean energy and defense. The deal comes soon after India joined the US-led Pax Silica initiative to build resilient supply chains in semiconductors, artificial intelligence, and critical minerals. Beijing’s grip on the supply of critical minerals required for high-end manufacturing and defense is a growing concern for countries around the world, especially developing economies such as India. Countries such as Brazil and India are strengthening cooperation, in part to emerge as leading voices for the developing world and seek greater influence over the technologies and supply chains reshaping the global order. Modi visited Brazil in July, where the two agreed to work closely on defense, energy, food security, and to reduce “non-tariff barriers” to increase trade, according to a joint statement at the time of the visit. New Delhi and Brasilia sought closer ties after US President Donald Trump slapped both countries with 50% tariffs. Indian tariffs were subsequently lowered to 18% after it signed a trade deal earlier this month. Now, that agreement has potentially been upended by the US Supreme Court ruling Friday which struck down many of the levies President Donald Trump put in place last year. After the ruling, Trump imposed a 10% global tariff on foreign goods. India and Brazil want to move into processing of critical mineral...

At least 30 people in Iran are facing the death penalty in connection with the recent mass protests in the country, according to the human rights group Amnesty International. A death sentence has already been passed in eight cases, the organisation reported on Friday. Among the 22 other cases before the courts, two men are still minors, Amnesty continued. The Iranian judiciary has not officially confirmed any of the death sentences. However, a week ago, the Misan news agency, which is linked to...

Should You Buy Oracle Stock Right Now? The Motley Fool

Rackspace shares rocket as it partners with Palantir on artificial intelligence San Antonio Express-News

Rackspace surges as it partners with Palantir on artificial intelligence San Antonio Express-News

Billionaire Philippe Laffont is known for investing in technology winners. The founder of Coatue Management oversees $39 billion in 13F securities, and tech stocks are consistently at the top of his investment list. His four biggest holdings are in this industry, led by Taiwan Semiconductor Manufacturing -- the chipmaker represents more than 6.5% of his portfolio. That's why it may be surprising to learn that Laffont, in the fourth quarter of last year, sold his entire position in CoreWeave (NASDAQ: CRWV) , one of today's most talked-about artificial intelligence (AI) stocks. CoreWeave rents out capacity for AI workloads to customers, and this business has fueled triple-digit revenue growth and stock price gains. During the same quarter, Laffont bought a biotech stock that has struggled in recent years but soared nearly 50% in January. So Laffont locked in gains on CoreWeave and set himself up to potentially win from a new growth bet. Let's check out the details. Continue reading

格隆汇2月21日｜泰国商务部长在声明中表示，裁决出炉后，泰国将继续与美国进行贸易谈判。

全球资金杀入贵金属 马年春节，全球市场最大“黑天鹅”落地，炸出了贵金属的“超级大红包”！ 当地时间2月20日，美国联邦最高法院以6:3的关键投票，作出里程碑式裁决：正式认定特朗普政府实施的大规模全球关税，超出总统法定权限，相关政策自始无效！ 这一裁决，堪称美国贸易政策的“分水岭”。它不仅封死了总统“绕开国会、任性加税”的捷径，更瞬间点燃了市场热情： 美股三大指数集体上演“低开高走”，道琼斯指数收涨0.47%，站稳49625点；标普500指数涨0.69%，报6909点；纳斯达克收涨0.90%，收报22886点。 贵金属更是迎来狂欢，黄金大涨2.66%，一举冲破5100美元大关，COMEX白银期货更疯狂，单日飙升8.9%，报85.19美元/盎司。 01 “无序加税”终于剧终了 回溯过往，特朗普政府自2025年1月上台后，便援引IEEPA法案，以行政令形式绕过国会，多次单方面推出一系列大规模全球关税措施，此举不仅遭到美国12个州及上千家企业联合起诉， 更因其无明确期限、反复多变的变更、无税率上限的无序性，持续困扰企业经营决策、压制市场风险偏好，成为美股震荡走弱的核心症结之一。 此次最高法院的裁决，强有力封杀了总统无序加税的路径，也算是 一个股票市场对于“特朗普全球关税”风险因子再次降权的重要信号 ，成为直接推动当日美股三大股指实现低开高走的反弹导火索。 此次最高法院的裁决，给出了一锤定音的结论：IEEPA法案通篇未明确授权总统征收关税，其核心授权仅为紧急状态下的经济封锁与金融管制，特朗普援引该法案实施全球关税，本质上侵犯了国会专属的征税权，违反“重大问题原则”。 首席大法官罗伯茨在判决书中明确强调，总统若要行使征收关税这类影响全国经济的重大权力，必须有国会的明确授权，而本案中，特朗普政府无法提供任何相关依据。 值得注意的是，这一裁决并非完全剥夺特朗普的关税权力，仅封杀了IEEPA这一“单边加税捷径”，其依据《1962年贸易扩展法》第232条、《1974年贸易法》第301条征收的关税，仍继续有效。 关税枷锁的解除，直接推动美股实现低开高走的强势反弹，行情表现直观印证利好逻辑。 裁决落地前一日（2月19日），美股三大股指集体收跌，市场对关税不确定性的担忧可见一斑；2月20日裁决公布后，市场情绪瞬间反转，三大股指全线低开高走，道琼斯工业平均指数上涨0.47%，标普500指数涨0...

NQDMASIA1300LMJPYN 互動股市圖表 | NASDAQ DM Asia Chemicals Lg Md 股市 Yahoo 財經

samuraioasis/iStock via Getty Images The coconut-water company Vita Coco ( COCO ) offers investors high growth at a high price. The last time I wrote about it, I said it was fairly valued , but tariffs were a risk factor. Now, after the removal of tariffs on coconut water , Vita Coco is likely to have higher margins and higher EPS in 2026. Vita Coco also reported weak Q4 2025 results, as expected, but this stock still has high-growth potential if you look past its choppy quarter-to-quarter performance. But even after its recent pullback, it doesn’t seem like a great deal right now. Vita Coco reported 0.4% growth in Q4 2025 , but its full-year 2025 revenue growth was 18%, and I think that gives investors a better perspective about its long-term growth potential. With $609.8 million in full-year revenue, Vita Coco also reported $222.6 million in gross profit for a gross profit margin of 36.5%. Its gross profit margin was 38.5% in 2024. So, now that the coconut water tariff is gone, Vita Coco is positioned to deliver another year of double-digit revenue growth while maintaining higher margins. And Vita Coco’s guidance confirms this viewpoint. Vita Coco’s Full-Year 2026 Guidance Implies Strong Margin Growth In its Q4 2025 report, Vita Coco guided for revenue of $680 to $700 million in 2026, which is equivalent to 11.5% to 14.8% revenue growth. In my previous article, my valuation was based on a long-term growth rate of 12.9%. At the midpoint of its guidance, Vita Coco is projecting 13.2% revenue growth, so its guidance is a little bit higher than I originally expected, which is a good sign. Vita Coco also expects to have a gross margin of 38% in 2026, which is a 150 basis point increase from 2025. I think this margin growth might already be priced in, though, because Vita Coco’s stock rallied in November after the tariff news came out. Additionally, Vita Coco guided for adjusted EBITDA of $122 million to $128 million in 2026. At the midpoint of both its revenue and adju...

By now you've heard the news: The U.S. military is buying drones. A lot of drones. In fact, $1.1 billion worth of drones. On Feb. 6, the U.S. Department of War (formerly the U.S. Department of Defense, or DOD) announced it has chosen 25 vendors to compete in a Phase 1 "Gauntlet" of the new Drone Dominance Program (DDP). Starting Wednesday, Feb. 18, these two dozen-odd military contractors will demonstrate their wares at Fort Benning, Georgia. After two weeks of testing, the Pentagon will place $150 million worth of orders for military drones , with delivery due in five months. Image source: Getty Images. Continue reading

格隆汇2月21日｜中信建投最新发布的研报显示，展望未来，原生多模态与世界模型技术共同演进，有望重塑营销、影视、游戏等下游产业格局。中信建投认为，Anthropic发布Claude Opus 4.6，凭借Agent Teams机制与自适应思考能力，深度打通Office生态并实现复杂工程任务托管，推动AI在金融、法律等垂直场景的深度渗透；OpenAI则推出GPT-5.3-Codex，不仅刷新编程与终端操作SOTA，更通过端侧环境接管与自我构建能力，验证了AI自动化研发的内生循环。多模态领域，字节跳动Seedance 2.0开启内测，通过全方位多模态参考与精细化镜头控制解决视频生成的一致性痛点，有望协同Doubao、Seedream构成全模态矩阵，大幅降低内容制作成本并加速商业化落地。

March Nymex natural gas (NGH26 ) on Friday closed up by +0.051 (+1.70%). March nat-gas prices on Friday settled higher on a shift in US weather forecasts to colder temperatures, potentially boosting heating demand for nat-gas. On Friday, the Commodity Weather Group said that forecasts shifted colder, with below-normal temperatures...

Snaking queues formed at betting branches across Hong Kong on Saturday as residents snapped up tickets for the record HK$200 million (US$25.59 million) Mark Six snowball draw. By 5.50pm, the turnover for the Year of the Horse snowball stood at HK$316.44 million, representing 5.07 times the total turnover of the HK$62.4 million recorded for the previous draw earlier this week. The HK$200 million first prize is the highest in the lottery’s history. Resident Wong Chun-hung, who works in sales and...

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格隆汇2月21日｜据路透，来自伊朗、美国官员以及一些海湾国家和欧洲国家外交官的消息显示，随着美国和伊朗之间谈判陷入僵局，两国军事冲突风险正在加大。报道援引一名熟悉谈判情况的消息人士的话称，当调解方阿曼向伊朗转交来自美方的装有与导弹相关提议的信函时，伊朗外长阿拉格齐甚至拒绝打开该信函，并将其退回。对于这一爆料，暂未看到伊朗方面回应。

财联社2月21日讯（编辑 卞纯） 眼下，人工智能（AI）企业正为争夺更多内存芯片展开激烈竞争。整个行业正面临着严重的供应受限困境：成本飙升、产品交付受阻，部分企业——尤其是消费电子领域的企业——已开始上调产品价格。 谷歌DeepMind首席执行官Demis Hassabis日前在接受采访时谈到了眼下席卷全球的“内存荒”。 他表示， 内存芯片“整个供应链”都受限，硬件层面的挑战“正限制着大量（AI）部署” 。市场对谷歌Gemini及其它AI模型的需求，已远超公司当前的供应能力。 “此外，这在一定程度上也对研究工作造成了限制。”Hassabis表示。“要想以足够大的规模测试新想法、验证其可行性，需要大量芯片提供支持。” 无论是在谷歌、Meta、OpenAI，还是其他科技巨头任职的研究人员，对芯片都有着迫切需求——而内存是其中的关键组成部分。Meta CEO马克·扎克伯格曾表示，人工智能研究人员除了资金之外，最看重的事情之一是：获得尽可能多的芯片。 Hassabis指出，只要存在产能限制，就会形成"瓶颈"。 “整个供应链都处于紧张状态，”Hassabis表示，“我们还算幸运，因为我们有自己的张量处理单元（TPU），拥有自主芯片设计能力。” 长期以来，谷歌一直自主研发张量处理单元（TPU），供公司内部使用。该公司还通过其云服务，将TPU租赁给外部客户——此举也让英伟达感到了压力。 但即便拥有自研TPU，谷歌也无法避开竞争激烈的内存市场。Hassabis表示：“归根结底，核心零部件的供应商依然屈指可数。” 眼下，三家企业主导着全球内存芯片生产：三星、美光和SK海力士。这些公司在努力满足AI超大规模企业对芯片需求的同时，还要维持其长期合作的电子产品客户，处境颇具挑战。 雪上加霜的是，人工智能企业所需的内存芯片类型，与个人电脑（PC）制造商并不相同。大型语言模型生产商需要的是HBM（高带宽内存）芯片。 英特尔CEO陈立武近日也警告称，AI 发展的瓶颈已从“算力”转移至“内存”及更广泛的基础设施系统。他直言，内存短缺问题在2028年之前都不会缓解。

格隆汇2月21日｜据央视，近日，受日本经济长期低迷影响，反映日元综合实力的实际有效汇率指数创53年来新低，日元购买力持续下降。国际清算银行最新数据显示，今年1月，日元实际有效汇率指数降至67.73，为1973年日本实行浮动汇率制度以来最低水平。实际有效汇率指数是衡量一国货币综合实际购买力与国际竞争力的重要指标。