Fidelity's ETF For Russell 1000 Large-Cap Growth - 24/7 Wall St. S&P 5006,636.60 +1.40% Dow Jones46,517.50 +1.47% Nasdaq 10024,364.80 +1.42% Russell 20002,503.06 +2.13% FTSE 1009,981.80 +1.38% Nikkei 22553,270.50 +3.77% Stock Market Live March 23, 2026: S&P 500 (SPY) Soars on Trump Announcement Investing Fidelity's ETF For Russell 1000 Large-Cap Growth By John SeetooPublished Mar 23, 9:11AM EDT Quick Read Fidelity Enhanced Large Cap Growth ETF (FELG) has declined 8% year-to-date, with Nvidia (NVDA) at 12.6% ...

当资本市场还在习惯性地用"同比增长率"这一单一标尺去衡量科技巨头时，真正的竞争逻辑早 已在无声中完成了切换。 2025 年 Q4，全球四大云厂商同时交卷。这份财报看似是一份常规的成绩单，实则是一份分 水岭式的宣言。答案开始出现剧烈的分化：有人在凭借技术壁垒"印钞"，有人在为维持生 态"烧钱"，而也有人正在看似低调的表象下，悄悄完成一次战略位置的切换。 这不仅仅是财务数据的波动，更是全球云计算产业从"基建时代"迈向"智能时代"的阵痛与新 生。 云 计 算 的 " 表 面 繁 荣 " 与 " 结 构 性 分 化 " "同样是增长，为什么 AWS 在变强，Azure 却开始失速？" 【如需和我们交流可扫码添加进社群】 乍看之下，过去一个季度的数据呈现出一派"三朵云齐飞"的繁荣景象。亚马逊 AWS 营收增长 24% 且呈现加速态势，谷歌云更是以 48% 的增速大幅领跑，微软 Azure 也保持了 39% 的 高位增长。 然而，若仅仅停留在百分比数字上，便会错失本轮周期最关键的信号。如果将数据拆解至利润 结构与产能分配层面，一个深刻的结构性变化浮出水面：云计算正在从"通用基础设施租赁"演 变为"AI 产能的精密生意"。 ...

Core Insights - Commvault has announced an expanded integration with Microsoft Security to enhance cyber resilience operations by connecting threat detection with trusted recovery [1][4] - The integration utilizes Microsoft Sentinel and Microsoft Security Copilot to streamline resilience operations and provide real-time data insights for faster threat validation and data restoration [1][2] Integration Details - The new integration allows for coordinated workflows between security and recovery teams, with security alerts from Commvault Cloud being ingested into Microsoft Sentinel for enhanced incident analysis [2] - Insights gained from this integration will enable automated, policy-based recovery workflows, thereby accelerating clean recovery processes [2][3] Strategic Importance - Commvault emphasizes that this integration is a blueprint for future resilience operations, addressing the need for unified and automated workflows in the face of evolving cyber threats [4] - The collaboration aims to reduce the time between threat detection and recovery, enhancing collaboration between IT and security teams [4] Product Features - The updated Microsoft Sentinel connector streams alerts related to malware detections and backup anomalies in real time, providing visibility into backup-related risks [7] - Commvault's Investigation Agent in Microsoft Security Copilot autonomously analyzes suspicious activities and correlates insights with broader Microsoft security signals to streamline recovery processes [7] Availability - The updated Microsoft Sentinel connector and Investigation Agent are currently in early access, with general availability expected in the summer of 2026 [4]

Core Insights - The integration of Microsoft Defender and Rubrik Identity Resilience enables organizations to transition from identity threat detection to rapid remediation and trusted recovery, significantly reducing recovery time from days to hours [1][3]. Group 1: Integration Benefits - The new integration allows organizations to connect real-time identity threat detection from Microsoft with Rubrik's automated identity rollback and recovery capabilities, enhancing response times to identity-based attacks [1][3]. - Joint customers of Rubrik and Microsoft Defender can now investigate incidents, reverse malicious identity changes, and restore trust across hybrid environments [3][4]. Group 2: Market Context - Identity has emerged as the primary target for modern cyberattacks, with 90% of IT and security leaders identifying identity-driven cyberattacks as their top concern [2]. - Most existing security tools focus solely on detection, leaving organizations to manually address malicious changes and restore compromised identity systems [2]. Group 3: Rubrik's Strategic Developments - Over the past 15 months, Rubrik has expanded its identity capabilities, including recovery for Active Directory and Entra ID, and protection for multi-identity provider environments like Okta [5]. - The company has also enhanced its ecosystem integrations with leading security platforms, connecting threat detection with automated remediation and trusted recovery [5].

Steve Ballmer once shared how Charlie Munger bluntly questioned his decision to hold Microsoft stock. Munger's Blunt Question Put Ballmer On The Spot Speaking on the Acquired podcast in 2025, Ballmer recalled a candid exchange during a country club Q&A session in Los Angeles, where Munger didn't hold back. "Steve, you know, I'm wondering why you held on to your Microsoft stock when your partners over there didn't," Munger said. "I know you're not that smart." The remark, characteristic of Munger's famou ...

Premarket Activity and FuturesU.S. stock futures signaled a cautious start to the week on Monday, March 23rd, 2026, as investors grappled with persistent inflation data and a "higher-for-longer" interest rate narrative from the Federal Reserve. Early morning trading saw futures for the major indexes trending lower, reflecting a continuation of the volatility observed late last week. S&P 500 (SPY) futures were down approximately 0.4%, while Nasdaq 100 (QQQ) futures slipped 0.5%, led by a retreat in high-grow ...

Trump's Iran ultimatum; IEA warns of "severe" oil crisis - what's moving markets Asia stocks sink; Japan, S.Korea lead losses as Iran crisis worsens Gold slides 4%, wipes out 2026 gains as Iran crisis keeps rate fears in play Goldman raises Brent forecasts again, sees higher oil prices for longer AI Infrastructure Boom Is Driving a Clearer Split in Big Tech By Versus Trade Stock Markets Published 03/23/2026, 04:46 AM AI Infrastructure Boom Is Driving a Clearer Split in Big Tech View all comments (0)0 Versus ...

美以伊冲突持续，全球资本市场表现如何？ —— 资本市场周报（2026 年第 1 期） 分析师：许冬石、吴京 CGS-NDI 周度报告 美以伊冲突持续，全球资本市场表现如何？ —— 资本市场周报（2026 年第 1 期） 2026 年 3 月 23 日 核心观点 分析师 www.chinastock.com.cn 证券研究报告 请务必阅读正文最后的中国银河证券股份有限公司免责声明 许冬石 ：010-8092 7609 ：xudongshi_yj@chinastock.com.cn 分析师登记编码：S0130515030003 吴京 ：010-8092 7702 ：wujing_yj@chinastock.com.cn 分析师登记编码：S0130523080001 研究助理：郝安琪 资料来源：iFinD，中国银河证券研究院 风险提示 请务必阅读正文最后的中国银河证券股份有限公司免责声明。 1 | 一、 | 本期焦点：美以伊冲突影响全球资本市场几何？ | 3 | | --- | --- | --- | | 二、 | 全球资本市场行情概览 | 5 | | （一）A | 股、港股行情回顾 | 5 | | | （二）海外 ...

大摩认为，美国AI圈已形成"供应商与客户互投"的资本内循环，以支撑庞大算力扩张。该模式通过表外担保、认股权证等掩盖了真实杠杆与系统性风 险。该行以OpenAI生态为核心，揭示了英伟达、微软、甲骨文、AMD、亚马逊及迪士尼等巨头间数千亿美元的交叉投资、算力租赁与IP捆绑。 华尔街见闻 摩根士丹利最新警告称，随着人工智能计算投资周期的不断加速，AI行业的资本密集度正达到史无前例的水平。然而，在超大规模云服务商 （Hyperscalers）之外，整个生态系统的资本依然受限。为了支撑庞大的基础设施扩张， 美国AI圈正在演化出一套高度复杂、相互交织的"新型融资结 构"与资本内循环系统。 3月23日，摩根士丹利在最新研报中称，未来几年内，AI相关投资将占到大盘股总资本支出的约50%，其资本密集度将超越此前的互联网泡沫时期。 这 种投资的规模庞大且高度前置，造成了近期资本需求与AI收入实现之间的严重错配。正是这一错配，催生了整个生态系统中各种新型融资结构的涌现。 研报以OpenAI为核心案例，绘制了一张涉及英伟达、微软、甲骨文、CoreWeave、亚马逊、AMD、迪士尼等多方的资本流动图谱。 大摩指出， 当前的AI繁荣建立 ...

RT Phil Rosen (@philrosenn)Zero comparison between dot-com and AI boom.Free cash flow tells the entire story.$NVDA $MSFT $META $AAPL $AMNZ https://t.co/QlJXtYtAL4 ...