1. 美国三大股指期货集体上涨，纳指期货涨1.18%，标普500指数期货涨1.15%，道指期货涨1.16%。 2. 欧股主要指数涨齐涨，德国DAX指数涨1.39%，英国富时100指数涨0.99%，法国CAC指数涨0.8%，欧洲 斯托克50指数涨0.88%。 3. 据报美国总统特朗普已向其幕僚表示，即使霍尔木兹海峡仍基本处于关闭状 态，也愿意结束对伊朗的军事行动。 4. 英伟达向迈威尔科技投资20亿美元，双方将合作研发硅光子技 术。 5. 国行版苹果AI突然上线后又被撤回，苹果回应：正在积极推进落地中国。 6. 微软Copilot研究助 理推新功能，允许GPT和Claude等多个AI模型协作。 7. 花旗因内存价格下跌下调美光目标价17%至425 美元，维持"买入"评级及盈测。 8. 资深策略师Jim Paulsen追踪的"沃尔玛经济衰退信号"指数已接近历史 最高水平，预示美国经济放缓或衰退。 9. 摩根士丹利旗下经纪平台E*Trade洽谈牵头SpaceX IPO中面向 散户投资者发售股票。 10. 百度旗下萝卜快跑在迪拜正式启动全无人驾驶商业化运营。 11. 阿克曼旗下 潘兴广场透露，去年房利美和房地美约占该 ...

Nvidia has announced a $2 billion investment in semiconductor company Marvell Technology, adding another chip industry partner to its expanding AI ecosystem. Marvell's stock rose more than 11% following the announcement, according to CNBC. Through the partnership, Marvell will be integrated into Nvidia's AI ecosystem, lowering the barrier for customers who want to develop products on top of that infrastructure. Collaboration will extend to two additional technical areas: silicon photonics and telecom netwo ...

I'm a Ukraine-based seasoned investor, who firsthand experienced what’s it like to live in an environment full of systemic geopolitical shocks when the war came to my home country. Despite this, I managed to build an all-weather portfolio that has been able to thrive in volatile markets. My goal is to help investors find event-driven geopolitical ideas that can generate strong returns during periods of economic and political uncertainty.Analyst’s Disclosure: I/we have a beneficial long position in the share ...

英伟达、微软、亚马逊——这些被视为人工智能浪潮最直接受益者的科技巨头，其股票估值正集体跌至 多年低点。一个罕见的估值倒置现象正在市场中蔓延：AI芯片霸主的市盈率低于增速不及其六分之一 的苹果。 据The Information报道，截至本周一收盘，英伟达股价报165.17美元，对应远期市盈率仅为19.9倍，为 七年来最低水平。与此同时，苹果的远期市盈率高达28.7倍——而英伟达本财年营收预计增长71%，苹 果仅约12%。 两年前微软的远期市盈率为34倍，甲骨文为20倍；而如今微软年内已累计下跌约26%，远期市盈率降至 20.4倍，甲骨文则为18.5倍——两者估值在近十年来首度趋于接近。 市场的集体性重新定价，部分归因于近期地缘政治冲击引发的整体抛售。然而，分析人士指出，大盘的 普遍下跌并不足以解释这些高成长科技股估值压缩的幅度。 对于关注AI主题投资的机构而言，当前的估值结构或意味着系统性错定价，亦或预示着市场对AI成长 叙事的耐心正在悄然消退。 英伟达：AI最大受益者，却以"普通股"估值交易 英伟达目前的估值水平，在其近七年历史中从未如此之低。据The Information援引Koyfin数据，该股远 期 ...

Nvidia will take a stake in Marvell as part of a collaboration which will allow customers to use components from both companies. ...

Key TakeawaysPresident Trump declared the war with Iran is "two weeks ahead of schedule," with U.S. military officials confirming the destruction of over 150 Iranian naval vessels during Operation Epic Fury.Nvidia (NVDA) announced a strategic $2 billion investment in Marvell (MRVL) to integrate custom chips into its AI factory ecosystem via the new NVLink Fusion platform.Warren Buffett’s Berkshire Hathaway (BRK.B) purchased $17 billion in U.S. Treasury bills this week, as the legendary investor maintains a ...

A few weeks ago, Nvidia (NASDAQ: NVDA) CEO Jensen Huang told investors that his chip empire has built an order book of $1 trillion through 2027. This jaw-dropping revelation crystallizes the scale of artificial intelligence (AI) infrastructure demand in a single headline. For a company that once survived each passing quarter on graphics cards and gaming services, this backlog figure is a tectonic shift -- providing multiyear revenue visibility that dwarfs even the most rock-solid balance sheets. Will AI ...

Shares of Marvell Technology surged more than 11% after Nvidia announced plans to invest $2 billion in the semiconductor company.Nvidia said the deal will connect Marvell to its AI factory and radio access network ecosystems. Both companies will also join forces on silicon photonics technology and telecommunications networking. "The inference inflection has arrived. Token generation demand is surging, and the world is racing to build AI factories," said Nvidia CEO Jensen Huang in a release. "Together with M ...

Fidelity Blue Chip Growth ETF (NYSEARCA:FBCG) is down 11.67% year to date as of late March 2026, a sharper pullback than the 8.42% decline in the Nasdaq 100 (QQQ) over the same period. For a fund built around owning the best large-cap growth companies, the first quarter of 2026 has been a stress test. A Growth Fund Built on Mega-Cap Concentration FBCG is an actively managed ETF launched in June 2020 with $5.4 billion in assets under management and an expense ratio of 57 basis points. Its mandate: own the ...

Collaboration Delivers Greater Choice and Flexibility for Customers and Fully Compatible With NVIDIA AI InfrastructureSANTA CLARA, Calif., March 31, 2026 (GLOBE NEWSWIRE) -- NVIDIA and Marvell Technology, Inc. (NASDAQ: MRVL) today announced a strategic partnership to connect Marvell to the NVIDIA AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion™, offering customers building on NVIDIA architectures greater choice and flexibility in developing next-generation infrastructure. The companies will als ...