to tackle all the major events moving the markets. Let's get right to the floor show. Joining me now, Henyion and Walsh Asset Management President and CIO Kevin Man.People think the private credit is one of these niche parts of the markets. >> However, when it starts to hit big companies and whether this is fair doesn't matter because perception at the moment is private credit bad. We need our money out.Starts to hit the Blackstones and the Apollos and the the KKKRS >> that does become an issue. How closely ...

1.【阿里新一代旗舰处理器玄铁C950发布】阿里达摩院新一代旗舰处理器玄铁C950发布，达摩院首 席科学家孟建熠称其为全球性能最高的RISC-V CPU，在SPEC Cint2006测试中，单核性能首次超 过70分。此外，玄铁C950利用RISC-V开源开放特性，搭载自研AI加速引擎，首次原生支持 Qwen3、DeepSeek V3等千亿参数大模型。（凤凰网 ） 2.【亚马逊加速Leo卫星发射节奏，年发射或超20次】3月24日，亚马逊宣布加快Leo低轨卫星项目 部署。目前已发射超200颗卫星，数百颗待发卫星已准备就绪。公司计划在项目第二年将年发射频次 提升一倍以上，达20次以上，并采用批量发射方式。（界面新闻） 3.【丰田宣布向美国肯塔基州和印第安纳州工厂投资10亿美元】3月24日电，丰田汽车北美公司3月 24日宣布，将投资10亿美元用于其位于肯塔基州和印第安纳州的工厂，这项投资是去年11月13日宣 布的未来五年在美国追加投资高达100亿美元的计划的一部分。（财联社） 4.【台积电Fab 21工厂建设进度或提前】3月24日消息，台积电位于亚利桑那州的Fab 21工厂的建 设进度正在提前，P2晶圆厂预计最早将于 ...

on 23-Mar-2026 23 March 2026 Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semicap: Do you believe in Elon? David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Juho Hwang +852 2123 2632 juho.hwang@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Mark L ...

TSMC (TSM) ended the recent trading session at $343.25, demonstrating a +1.42% change from the preceding day's closing price. The stock outperformed the S&P 500, which registered a daily loss of 0.37%. Elsewhere, the Dow saw a downswing of 0.18%, while the tech-heavy Nasdaq depreciated by 0.84%. Shares of the chip company have depreciated by 8.54% over the course of the past month, underperforming the Computer and Technology sector's loss of 2.83%, and the S&P 500's loss of 3.7%.Market participants will be ...

3月25日热门中概股涨跌不一，纳斯达克中国金龙指数（HXC）收跌0.43%。 上涨股当中（按市值从高到低），台积电涨1.42%，拼多多涨1.91%，中华电信涨0.52%，富途控股涨 0.18%，中通涨1.28%，贝壳涨0.06%，理想汽车涨3.62%，华住酒店集团涨0.82%，中国新城农村涨 6.20%，新东方涨0.36%，万国数据涨2.79%，WSP控股涨0.31%，拓臻生物涨0.79%，名创优品涨 0.24%，小马智行涨1.36%，金山云涨1.24%，欢聚涨0.15%，雾芯科技涨1.65%。 美股周二收跌，科技股跌幅领先，三大股指均部分回吐了周一所获涨幅。油价再度上涨，同时美以对伊 战争进入第四周，市场继续关注中东局势的最新发展。 道指跌84.41点，跌幅为0.18%，报46124.06点；纳指跌184.87点，跌幅为0.84%，报21761.89点；标普 500指数跌24.63点，跌幅为0.37%，报6556.37点。 领涨中概股列表： | | | 美股列表 | | | | --- | --- | --- | --- | --- | | ▲热股榜 | 中概股 | 科技股 | 知名美股 | 全部美股 | ...

There are many artificial intelligence (AI) stocks to consider buying right now, especially as some tech stocks have pulled back over the past few months. And while some investors are concerned that parts of the AI market look bubbly, there are leading artificial intelligence stocks that would be a mistake to overlook right now. Here's why investors should consider buying Taiwan Semiconductor Manufacturing (NYSE: TSM), Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG), and Broadcom (NASDAQ: AVGO) right now. Will A ...

Despite persistent fears that AI demand might be cooling, fresh earnings from Nvidia (NVDA) Broadcom (AVGO), and others underscore that the AI boom shows no signs of slowing. Nvidia posted record fiscal fourth-quarter 2026 revenue of $68.1 billion, up 73% year-over-year (YOY). Powered by AI, its data-center segment surged 75% to $62.3 billion. Broadcom similarly delivered explosive AI growth, with AI revenue more than doubling to $8.4 billion and executives projecting over $100 billion in AI chip sales by ...

And it's time now for our 360 round to discuss the outlook for tech amid this heavy capex spend that we're seeing the war in Iran and rising energy costs. Joining us now Dave Nicholson, chief research officer at Futurum and Nitton Sashetti, the portfolio manager at Papyrus Capital GP. Great to have you both with us.Dave, let's start with you. We we've moved pretty sufficiently from this AI euphoria phase into this show me the money phase of AI here. We want to see this tangible ROI.I was just talking to uh ...

[music] We're back on Morning Trade Live. Let's focus on Broadcom. The stock [music] is ticking lower this morning after a Reuters report of a potential supply chain bottleneck.More on [music] that in a second with Marley. But the stock has remained relatively rangebound since gapping higher after earnings last September. Over the last 138 trading days, the stock is down 5%, but the last 12 months have still been strong.Broadcom is up more than 65% year-over-year. currently trading down 2% right now off the ...

TSM Stock: Broadcom Facing Production Constraints | Investor's Business Daily BREAKING: Tesla Loses Ground To China Rival In Europe Fabless chipmaker Broadcom (AVGO) is dealing with production capacity constraints at Taiwan Semiconductor Manufacturing (TSM), according to a news report. Broadcom stock fell on Tuesday, while TSM stock rose. Broadcom is seeing supply chain constraints, including capacity limits at its manufacturing partner TSMC, due to the soaring demand for AI chips, Reutersreported. X The AI ...