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The S&P Falls Close to 1% As Oil Blasts Past $100 A Barrel
247Wallst· 2026-03-20 15:26
The S&P Falls Close to 1% As Oil Blasts Past $100 A Barrel - 24/7 Wall St. S&P 5006,555.40 -1.11% Dow Jones45,806.60 -0.77% Nasdaq 10024,081.80 -1.45% Russell 20002,459.61 -1.70% FTSE 1009,932.80 -1.46% Nikkei 22552,185.50 -2.09% Stock Market Live March 20, 2026: S&P 500 (SPY) Lower on Higher Oil Prices Again Investing The S&P Falls Close to 1% As Oil Blasts Past $100 A Barrel By Michael WilliamsPublished Mar 20, 11:26AM EDT Quick Read Super Micro Computer (SMCI) is the S&P 500's worst performer today on co ...
美股全线低开,超4100股下跌!英伟达跌1.6%,特斯拉跌超2%,超微电脑跌超27%!中概股普跌,金价、银价再跳水|美股开盘
Mei Ri Jing Ji Xin Wen· 2026-03-20 15:05AI Processing
每经记者|杜波 每经编辑|段炼 记者|杜波 编辑|段炼 易启江 校对|张益铭 当地时间3月20日,美股全线低开,截至发稿,道指跌1.13%,纳指跌0.53%,标普500指数跌0.8%。全市超4100股下跌。 科技股普跌,英伟达跌1.64%,特斯拉跌2.1%,谷歌跌1.69%,苹果跌0.69%,超微电脑跌27.87%。存储股也跳水,闪迪跌超5%,美光科技跌2.56%。 中概股普跌,纳斯达克中国金龙指数跌超1.6%。小鹏汽车、蔚来跌超5%,搜狐、哔哩哔哩跌超2%,金山云跌超10%。 国际金银价格再次跳水,截至发稿,现货黄金再次跌破4600美元,日内跌超1.5%。现货白银再次跌破70美元大关,日内跌超4.5%。 根据花旗集团可追溯至1996年的数据,当地时间3月20日,将有大约5.7万亿美元名义价值、与美国个股、指数和交易所交易基金挂钩的期权到期,这也将 是历年来规模最庞大的3月到期价值,这一季度性事件长期以来被交易员们称为"四巫日"。 (免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。) 封面图片:视觉中国(图文无关) | 1 | | 英伟达 | 175.635 | -1.64 ...
云厂商破天荒涨价,未来一年算力供给会改善吗?| Jinqiu Select
锦秋集· 2026-03-20 15:00
Token需求爆炸式增长,云厂商纷纷提价。 2026年,全球云计算行业延续近二十年的"只降不升"定价惯例被集体打破。 1月,AWS率先 对GPU训练 实例 上调约15%,谷歌云随即宣布数据传输服务最高涨价100%。 3月,国内云厂商密集跟进,腾讯云率先上调自研大模型价格,涨幅最高达463%;阿 里云与百度智能云于本周宣布AI算力及存储产品涨价,最高涨幅34%。 这一切均将原因指向" 全球AI需求爆发、核心硬件成本 显著上涨" 。 这一轮云厂商涨价潮,表面上是成本传导,本质上是: 算力在当下正 在从基础设施变成稀缺资源。 过去几年,AI创业者习惯了一个相对宽松的算力环境,价格持续下行,资源随取随用。但 在2026年的当下,这个前提正在悄然失效。 超大规模云服务商的集群资源被牢牢锁定,小 型团队几乎无从批量获取 。 云服务厂商2026年数据中心资本支出预期较一年前大幅增长甚至翻倍,仍被市场认为"不 够用"。 这不是周期性的供需波动,而是结构性的产能短缺 。 锦 秋基金认为: 2026年当算力从"成本项"变成"战略资源",它就不再只是财务决策,也关乎产品节奏、商 业模式乃至公司生死的核心变量。 谁能在正确的时间窗口 ...
Nvidia's $17 Billion U.S. Payment Tops New Global Tax Disclosures
WSJ· 2026-03-20 15:00
Core Insights - Companies are disclosing refunds and strategic maneuvers in Ireland and Malta due to newly required filings [1] Group 1 - Companies are adapting to new regulatory requirements by revealing financial adjustments such as refunds [1] - The filings indicate a shift in operational strategies within the companies operating in these regions [1] - The disclosures may impact investor perceptions and market dynamics in Ireland and Malta [1]
3 AI Stocks Trading at Bargain Prices After the Recent Sell-Off
Yahoo Finance· 2026-03-20 14:50
Whether it's the company's ability to sell chips in a major market like China, rising competition from Advanced Micro Devices and Broadcom , or the perception that Nvidia is a one-trick pony in the semiconductor landscape, the valuation trends above could suggest that investors are beginning to view Nvidia as somewhat risky, or, at the very least, no longer positioned for explosive growth.Nevertheless, Nvidia stock has struggled throughout 2026 as growth investors rotate capital away from more volatile sect ...
NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won't Stop Growing,
247Wallst· 2026-03-20 14:24
Nvidia (NVDA) reported Q4 FY2026 revenue of $68.13B, up 73.2% year-over-year, with Data Center Networking revenue surging 263% year-over-year to $10.98B driven by NVLink fabric for GB200 and GB300 systems, and free cash flow reaching $34.90B. The company guided Q1 FY2027 revenue to approximately $78.0B and disclosed $1 trillion in orders for Blackwell and Vera Rubin platforms through 2027 from partnerships with Meta, Anthropic, OpenAI, AWS, Google Cloud, Microsoft Azure, and Oracle. Agentic AI deployment ac ...
NVIDIA Is Unstoppable after a $68.1b Quarter, and A Moat That Won’t Stop Growing,
Yahoo Finance· 2026-03-20 14:24
NVIDIA guided Q1 FY2027 revenue to approximately $78.0 billion, plus or minus 2%, and that guidance explicitly excludes any Data Center compute revenue from China. The demand pipeline underneath that number is staggering. CEO Jensen Huang stated at GTC 2026 that the company sees $1 trillion in orders for Blackwell and Vera Rubin through 2027. Partnerships with Meta, Anthropic, OpenAI, CoreWeave, AWS, Google Cloud, Microsoft Azure, and Oracle represent committed, multi-year infrastructure spending. CoreWeave ...
Tech talent tops the 2026 Forbes billionaires list — what everyday investors can learn from the superrich like Elon Musk
Yahoo Finance· 2026-03-20 14:00
Group 1 - The Forbes 2026 billionaire list reveals a record 3,428 billionaires with a combined fortune of $20.1 trillion, marking an increase of 400 new billionaires and an additional $4 trillion in total wealth [1] - Elon Musk tops the list with a net worth of $839 billion, followed by Google founders Larry Page and Sergey Brin, and Amazon's Jeff Bezos [2] - The majority of the wealth among the richest billionaires is derived from ownership of technology companies, with seven of the top ten billionaires linked to the tech sector [3][4] Group 2 - Jeff Bezos's wealth primarily comes from Amazon, while he has diversified investments in various sectors, including space exploration through Blue Origin [5] - Elon Musk has expanded his ventures beyond Tesla and SpaceX into artificial intelligence and other emerging technologies [6] - Amancio Ortega, founder of Inditex, has built a significant real estate portfolio and earns over $400 million annually in dividends, which he reinvests [7]
Is NVIDIA Really a “Value Stock” at Under $200?
Yahoo Finance· 2026-03-20 13:56
Core Viewpoint - Nvidia stock is currently viewed as a potential value play despite its sideways movement, with strong AI demand supporting its growth and margins [2][7] Group 1: Stock Performance and Market Sentiment - Nvidia's stock is experiencing a consolidation pattern, which could lead to a breakout if it overcomes past resistance levels [4][7] - The stock's price-to-earnings (P/E) ratio appears low relative to its growth and margins, suggesting it may be undervalued [2][7] - There is a mix of sentiment in the market, with notable figures like Jim Cramer expressing bullish views while others, such as Michael Burry, maintain bearish positions [3][4][6] Group 2: Competitive Landscape and Risks - Nvidia faces competition from more efficient chips and innovations from hyperscalers, which could impact its historically high margins and sales growth rates [7] - The potential for margin compression poses a material risk, which could trigger significant market sell-offs if evidence of this emerges [7]
Coinbase Rolls Out 24/7 Stock Perpetual Futures Outside the US
FinanceFeeds· 2026-03-20 13:53
What Has Coinbase Launched? Coinbase has introduced stock perpetual futures for eligible traders outside the United States, adding synthetic equity exposure to its growing derivatives offering. The product allows users to take leveraged, cash-settled positions tied to major US stocks and indices, including Apple and Nvidia, in a format familiar to crypto traders. The contracts are available through Coinbase Advanced for retail users and Coinbase International Exchange for institutional clients. Trading run ...