Investing in artificial intelligence (AI) has been the backbone of the stock market during the past few years, and several exciting investment opportunities have emerged. I think there are several AI stocks that are worth buying right now, although there are likely many more available.These are my top-10 AI stocks to buy right now, and I think that these make for an excellent starting point for anyone looking to get going in AI investing. NvidiaNvidia (NVDA 2.17%) has been the top AI stock pick for a long t ...

Columbia Threadneedle Investments, an investment management company, released its fourth-quarter 2025 investor letter for “Columbia Global Technology Growth Fund”. A copy of the letter can be downloaded here. Markets advanced modestly higher in Q4 2025, with the S&P 500 returning 2.66%, the Nasdaq 100 gaining 2.47%, and the Dow Jones Industrial Average leading with a 4.03% return. This period saw a shift in leadership towards large-cap value stocks as investor sentiment was influenced by the Federal Reserv ...

Key Takeaways TSM plans $52B-$56B capex in 2026, up 27-37% from 2025 to support growth.Taiwan Semiconductor is allocating 70-80% of capex to 3nm and 2nm technologies.TSM is expanding fabs in the U.S., Japan, Germany and Taiwan to meet AI chip demand.Taiwan Semiconductor Manufacturing Company (TSM) , also known as TSMC, is significantly increasing its capital spending to maintain its leadership in advanced chip manufacturing. The company plans to invest between $52 billion and $56 billion in 2026, indicating ...

New Nuclear ETF Swaps TSM for Broadcom in Rebalance The ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF)replaced Taiwan Semiconductor Manufacturing Co. (TSM)with Broadcom Inc. (AVGO)during its March rebalancing, signaling a shift in how the month-old nuclear ETF approaches its technology sleeve. The change reflects the fund's focus on what ALPS calls a "compute + firm power†strategy, where AI infrastructure companies are paired with nuclear energy providers in a single allocation, according to t ...

第二类，长期核心忠实客户。包含苹果、联发科等企业，其消费电子相关产品可优先获得充足供 货；其余应用场景与客户，只能排队争取剩余产能。 如果您希望可以时常见面，欢迎标星收藏哦~ 时间来到 2026 年一季度末，近期越来越多 IC 设计大厂直言，受云端 AI 庞大需求拉动，先进制 程产能日趋紧张，3 纳米制程供需短缺问题尤为严峻。 美国科技业界认为台积电扩产态度过于保守，这一看法并非毫无缘由。近几年，无论台湾还是美国 客户，争取先进制程产能都面临不小压力：一方面供不应求推高报价、价格持续上调；另一方面产 能不足导致接单受限，如今产能采购与配额分配，已成为企业经营最大难题。 也正因先进制程极度紧缺，不少厂商开始考虑转单至三星电子；埃隆・马斯克也高调启动 Terafab 计划，意图自主保障未来海量芯片需求，避免科技产业后续发展，长期受晶圆代工先进制程产能掣 肘。 台湾芯片业内人士透露，现阶段台积电 3 纳米等先进制程产能，优先倾斜以下几类订单： 第一类，云端 AI 相关订单。涵盖英伟达、AMD等大厂，以及博通、Marvell等厂商的专用定制芯 片（ASIC）需求。 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ 部 ...

Data is the fuel that keeps Wall Street's engine turning. The only problem for investors is that the amount of data being released, from quarterly earnings to near-daily economic reports, can make it challenging to digest. In other words, it's easy for something of importance to fall through the cracks.For example, investors might have overlooked what's arguably one of the most important data dumps of the entire quarter on Feb. 17. This was the deadline for institutional investors to file Form 13F with the ...

3.【刘强东旗下公司投资150亿元在大连造游艇】3月25日晚，"辽宁发布"官方公众号发布消息，深 圳市探海游艇产业发展有限公司与大连市政府签署战略合作协议，总投资150亿元的探海游艇制造基 地与游艇运营项目正式落户大连。探海游艇投资人刘强东出席签约仪式。 据介绍，探海游艇公司将 在大连建设定制化高端游艇生产线，主要从事大型游艇及配件研发、设计和生产制造，运营游艇城市 会客厅及综合服务母港，打造游艇服务枢纽。（新浪财经） 1.【驭星三号06星柔性机械臂在轨操作试验任务完成】记者3月25日从北京航天驭星科技股份有限公 司获悉，驭星三号06星柔性机械臂在轨操作试验任务圆满完成，标志我国商业航天在轨服务技术取得 重大突破。据悉，此次任务集中体现了多项关键技术突破：柔性臂设计创新，兼容燃料输送管道柔顺 特性提升加注安全性，绳索传动简化设计降低研发成本，模块化集成适配小载荷卫星；三种操控模式 互为补充，覆盖不同应用场景；力柔顺控制依托末端力反馈，支撑精细化操作；天地协同测控依托全 球化地面站网，实现长时连续建链与低延迟，保障在轨操作顺畅。（ 科技日报） 2.【 中国成功发射四维高景二号05、06星 】3月26日消息，北京 ...

The Meta Platforms TradeThe NVDA TradeArk Invest reduced its position in NVIDIA by selling 154,441 shares across ARKF, ARKK, and ARKW, totaling approximately $26.6 million at a closing price of $171.24. TThis move aligns with concerns highlighted by Scott Galloway, who warned of potential overvaluation in AI-centric companies. The tech sector’s high expectations could lead to significant market corrections, according to the report.The AMD TradeArk Invest also sold 38,245 shares of  AMD through ARKK and ARKW ...

Although artificial intelligence (AI) technology itself isn't new, the popularity of AI apps and tools has thrown it fully into the mainstream. And in true big tech fashion, where there's an increase in eyeballs, there's an increase in their spending.Over the past few years, major hyperscalers -- companies like Microsoft, Amazon, and Alphabet that power a lot of the digital world -- have spent billions building out their AI infrastructure. It seems these checks are only going to get bigger, too. Major tech ...

消息面上，在美股收盘后不久，美国总统特朗普宣布："应伊朗政府请求，特此声明：我将把针对（伊朗）能源设施的打 击再推迟10天，至美国东部时间2026年4月 6日晚8点。" 隔夜美股全线重挫 美东时间3月26日，美股三大指数全线重挫，截至收盘，标普500指数大跌1.74%，纳指大跌2.38%，录得2月28日美以伊开战后的最大单日跌幅；道指跌1.01%。 隔夜美股市场，三大指数全线大跌，纳指大跌超2%，创2025年11月20日以来的最大单日跌幅，大型科技股普跌，芯片股集体重挫。欧洲主要指数亦全线收跌，欧洲 斯托克50指数、德国DAX30指数跌超1.5%。国际油价大幅走高，WTI原油期货大幅收涨超4% ，布伦特原油期货大涨超5%。 不过，北京时间3月27日亚太早盘， 美股期指走高， 三大期指集体反弹超0.3％ 。 国际贵金属走高，现货黄金涨0.51%，报4400.09美元/盎司； 现货白银升至69 美元/盎司，日内上涨1.56%。 此外，国际油价 早盘 下挫，WTI原油跌1.00%，报93.531美元/桶。 美股大型科技股集体大跌，Meta暴跌近8%，台积电ADR大跌超6%，英伟达大跌超4%，谷歌A、特斯拉大跌超3% ...