Lari Bat/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Broadcom, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10) Transcript Rena Sherbill: Very happy to welcome back to Investing Experts, Sara Awad from Tech Contrarians, who we've talked to many times, most of t ...

Alphabet stock is charging ahead with explosive momentum. What’s behind GOOG gains?Google's announcement centers on Veo 3.1 Lite, a new budget‑friendly video model designed for developers who need to generate large volumes of content without paying premium rates. It delivers the same speed as Veo 3.1 Fast but at less than half the cost and supports both text‑to‑video and image‑to‑video creation in 720p and 1080p.Developers can also choose clip lengths of 4, 6 or 8 seconds, with pricing adjusting accordingly ...

Alphabet Climbs 5%: Google's Nine-Minute Bitcoin Warning Is Turning Heads on Wall Street - 24/7 Wall St. S&P 5006,510.80 +2.54% Dow Jones46,263.40 +2.21% Nasdaq 10023,664.60 +3.09% Russell 20002,486.59 +3.01% FTSE 10010,227.00 +1.45% Nikkei 22552,697.30 +3.27% Stock Market Live March 31, 2026: S&P 500 (SPY) Pops on News Trump Could End War Quick Read Alphabet (GOOGL) stock spiked to $287 on Tuesday, bouncing from a 12.56% YTD decline, as Google's quantum computing team claims its systems could crack Bitc ...

公告称，自德黑兰时间4月1日晚8点起，"每当伊朗遭受一次恐怖行动，上述公司的相关设施都将遭打击"。 据CCTV国际时讯， 伊朗伊斯兰革命卫队今天（3月31日）向美国政府及相关企业发出警告称，鉴于美以展开袭击"依赖美国的信息通信技术 和人工智能公司"，即日起， "本地区内参与美以恐怖行动的主要公司将成为革命卫队的合法打击目标"。 革命卫队在公告中列出18家公司，其中绝大多数为美国高科技企业，包括： 思科、惠普、英特尔、甲骨文、微软、苹果、谷歌、"元"公 司、IBM、戴尔、帕兰蒂尔科技、英伟达、摩根大通、特斯拉、通用电气、波音。 ...

美股反弹！ 北京时间31日晚间，美国股市大幅拉升。道指一度涨超500点，纳指一度涨超2%。大型科技股集体上涨，脸书 涨超3%，英伟达、微软、亚马逊、特斯拉等涨超2%。 伊朗局势最新消息方面，美国总统特朗普当地时间3月31日在社交媒体上发文说，伊朗基本上已经被打垮了， 各国应自行去霍尔木兹海峡"抢石油"。特朗普还称，美国会记住法国"极不配合"对伊朗军事行动。 自当地时间3月30日晚至3月31日中午，伊朗首都德黑兰遭到两轮空袭，多个地点发生爆炸并造成部分区域短时 间停电。此外，伊朗卫生部官员指出，美以对伊朗最大岛屿格什姆岛的袭击，造成当地一座海水淡化厂完全瘫 痪，短期内无法修复。 据新华社，伊朗伊斯兰革命卫队3月31日发布公告称，将中东地区与18家美国信息通信技术和人工智能企业有 关的公司机构作为打击目标，包括惠普、苹果、谷歌、特斯拉、微软等公司。 消息发布后，苹果涨幅收窄至 0.4%，微软涨幅收窄至1.6%，谷歌A涨幅收窄至不足2.9%，英特尔涨3%，波音涨幅不足2.4%。 美股大幅上涨 周二，美股三大指数集体大涨，随后有些回落，截至发稿，道指涨幅为0.67%；纳指涨1.47%，标普500指数涨 1.07%。 ...

As US tech stocks fall on AI and war fears, are valuations attractive now? As US tech stocks fall on AI and war fears, are valuations attractive now? AI Sentiment: 58/100 Bullish This score is generated through AI-driven analysis of the article's content. Author Vatsala Gaur Mar 31, 2026, 14:02 PM US megacap technology stocks, long the driving force behind a bull run spanning more than three years, are undergoing a sharp valuation reset as a mix of geopolitical tensions, rising yields, and questions around ...

2026 年 3 月 31 日 卢芷心 S0340524100001 电话：0769-22119297 邮箱： luzhixin@dgzq.com.cn S0340521020001 电话：0769-22110619 邮箱： luoweibin@dgzq.com.cn 超配（维持） 液冷需求加速释放，关注上游高价值环节 深 度 研 液冷行业深度报告 申万计算机指数走势 证 券 投资要点： 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 SAC 执业证书编号： 罗炜斌 SAC 执业证书编号： 产业与政策共振，液冷散热有望加速渗透。AI驱动全球算力需求爆发， 推动高性能芯片（包括GPU和ASIC）功耗及单机柜功率密度持续攀升， 传统风冷已难满足相关散热需求，具有更高散热效率的液冷成为必选方 案。英伟达新一代AI计算平台Rubin NVL72系统采用100%全液冷设计， 为行业确立新的技术标杆，液冷技术有望加速渗透。与此同时，在"双 碳"宏观形势下，政府部门对数据中心PUE监管日益趋严，明确提出新 建及改扩建大型和 ...

Following a five-week market selloff that pushed major averages into correction territory, Gibbens Capital Management CIO Mark Gibbens says the pullback has created a prime buying opportunity for long-term investors eyeing the tech sector.Nvidia At A DiscountDespite recent geopolitical headwinds and inflation concerns weighing heavily on the broader markets, Gibbens remains decidedly bullish on technology. Pointing to the roughly 10% drop across major indices, he noted that fundamentally strong companies ar ...

Data is the fuel that keeps Wall Street's engine turning. Unfortunately for investors, the amount of data they need to digest can be overwhelming. Between earnings reports and economic data releases, it's easy for something to slip through the cracks.For example, Feb. 17 marked the deadline for institutional investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission. A 13F allows investors to track which stocks Wall Street's savviest money ma ...

UK publisher Future's shares plummet as changes in Google search traffic hit margins | Reuters Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv March 31 (Reuters) - British publishing firm Future Plc (FUTR.L), opens new tablowered its full-year margin outlook on Tuesday, as deeper-than-expected changes in Google search traffic hurt its higher-margin advertising and online shopping revenues, dragging its shares down nearly 30%. The company attributed the decline ...