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X @Starknet (Privacy x BTCFi arc) 🥷
Starknet 🐺🐱· 2026-03-05 03:50
RT Extended (@extendedapp)You can now trade $MSFT and $SNDK with up to 10x leveragehttps://t.co/F0268tbZ5Shttps://t.co/vHyLbJwIWc https://t.co/vAv2mgHHii ...
Fifth Third Bancorp (FITB) Gets Target Boost from Morgan Stanley amid Banking Tailwinds
Insider Monkey· 2026-03-05 01:33
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
McMahon: "This is the Year" for MSFT, Likes SMERY in AI Trade
Youtube· 2026-03-05 01:00
Welcome back to opening bell. Right now we're seeing mixed market here on Wall Street. We've got went from green to red and Chris McMahon's with us, president and CEO at Aquinus Wealth Advisors and I think a lot of folks are expecting volatility.What are your thoughts and how do you position in this kind of volatile market. >> Has been a smidge up and down, hasn't it, Nicole. It's been a little bit crazy and I think I think people are going to uh expecting the war not to last too long and I think that'll ca ...
隔夜,全线反攻!美国政府承诺稳定原油市场,美防长称美伊冲突可能持续8周甚至更长!华为与比亚迪业相继发布“颠覆性”技术
Jin Rong Jie· 2026-03-05 00:41
Market Overview - US and European markets rebounded, with tech stocks in the US rising over 1% and the VIX index dropping more than 10% [1] - The latest Federal Reserve Beige Book indicates optimistic economic expectations in the US, with moderate growth anticipated in the coming months [1] Oil and Gas Industry - Goldman Sachs raised its forecast for Brent crude oil prices by $10 to $76 per barrel due to disruptions in major export routes caused by the Iran conflict, leading to increased oil storage [2] - The cost of supertankers on the US-Asia route surged to a record high of $29 million [1] - Maersk suspended cargo bookings to and from several Middle Eastern countries, including the UAE and Saudi Arabia, due to ongoing regional conflicts [1][9] Semiconductor Industry - Asian semiconductor manufacturers are expected to increase capital expenditures to over $136 billion in 2026, driven by demand for AI chips and HBM memory, marking a 25% year-on-year increase [12] - Tesla is reportedly negotiating with Samsung to increase the production scale of 2nm AI chips by 50% [12] Robotics and Automation - Xiaomi's founder submitted proposals focusing on humanoid robots, predicting a market size of $5 trillion by 2050, with significant growth expected in industrial and service applications [9] - The humanoid robot industry is entering a critical mass production phase, benefiting companies with manufacturing advantages and supply chain integration [9] Financial Market Dynamics - Southbound capital saw a net outflow of HKD 466 million on March 4, but overall, there has been a net inflow in 27 out of 37 trading days this year, totaling CNY 161.245 billion [5] - The offshore RMB against the US dollar rose to 6.8951, reflecting a gain of 243 points [5] Corporate Developments - Huawei and BYD announced new "disruptive" technologies, with Huawei launching a new generation of laser radar products [5] - Samsung Electronics completed negotiations for DRAM supply prices, with increases of approximately 100% compared to the previous quarter [5]
Tech Rebound and Easing Oil Prices Lift Wall Street; Focus Shifts to Late-Day Earnings
Stock Market News· 2026-03-04 22:07
U.S. equity markets staged a notable recovery on Wednesday, March 4th, 2026, as investors found relief in moderating energy prices and resilient economic data. After a volatile start to the week dominated by geopolitical tensions in the Middle East, the major indexes trended higher throughout the session, led by a resurgence in the technology sector and positive sentiment following the Federal Reserve’s latest economic assessment.Major Market Indexes PerformanceThe S&P 500 (SPY) gained 52.87 points, or 0.8% ...
I Valued Every Stock In My $1.3 Million Portfolio
In most cases, the best buy is right within your own portfolio. To figure it out, sometimes you have to do valuation. We're going to be doing valuations in this video. We're going to be doing them for every single holding in my portfolio.That means Meta, Amazon, ASML, Costco, Dualingo, Google. We have into it, Mastercard, Moody's, Microsoft, Netflix, S&P Global, and Texas Roadhouse. That is every single position in my portfolio.about $1.3% million total, around $500,000 of gains total. We're going to be goi ...
Microsoft Corporation (MSFT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seeking Alpha· 2026-03-04 20:32
Question-and-Answer SessionKeith WeissMorgan Stanley, Research Division Excellent. So it's really an amazing time to be talking to you about what's going on in software, partly because of how much innovation is going on in software right now, partly because of how much uncertainty there is in this room amongst investors, and we're seeing it in the stock market. And I'd say over the past several weeks, we've seen even renewed pressure, even more uncertainty about real fundamental questions on how software is ...
How women at Microsoft are shaping the future of technology
Microsoft· 2026-03-04 20:30
If I could go back in time, I actually want to go and sit down with Edison. He had 90 different tries of inventing an electric bulb. I might be able to help him cut down a few of his tries.Hello. My name is Regina. I'm Bruna.Hey, everyone. My name is Creena. Nice to meet everyone.I’m Gloribel. Alright. Okay.Blue. I love this question. What do I love most about working at Microsoft.Well I get to work with so many brilliant minds, so many––you all. (Laughs) The community that it brings is really what I love m ...
Tech and Retail Lead Afternoon Rebound as Markets Shake Off Geopolitical Jitters
Stock Market News· 2026-03-04 19:07
Market OverviewU.S. equity markets are staging a significant recovery during Wednesday afternoon trading, as investors look past recent geopolitical volatility to focus on resilient domestic economic data and a cooling in energy prices. After a sharp sell-off on Tuesday driven by escalating tensions in the Middle East, the major indexes have trended steadily higher throughout the session. As of mid-afternoon, the S&P 500 (SPX) is up approximately 0.85%, trading near the 6,875 level. The tech-heavy Nasdaq Co ...
Jefferies and HSBC Cut Adobe Inc. (ADBE) Price Targets
Insider Monkey· 2026-03-04 19:00
Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the potential of AI to unlock multi-trillion-dollar opportunities, reinforcing the optimistic outlook on AI's economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is seen as a catalyst for redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, suggesting that it could be a significant investment opportunity [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a major technological advancement with the potential for substantial social benefits [8] Market Dynamics - The AI ecosystem is expected to reshape how businesses, governments, and consumers operate, indicating a broad impact across various sectors [2] - The competitive landscape includes major players like Tesla, Nvidia, Alphabet, and Microsoft, but there is a belief that a smaller company may offer even greater investment potential [6][7] - The urgency to invest in AI-related stocks is emphasized, with a suggestion that early investors may benefit significantly as the market evolves [9]