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This 1 Accelerating Trend Could Drive XRP and Ethereum Higher and Higher
Yahoo Finance· 2026-03-03 11:50
Tokenization is crypto's attempt to turn paperwork and creaky old databases into highly efficient software. Both Ethereum (CRYPTO: ETH) and XRP (CRYPTO: XRP) stand to gain quite a bit, assuming that tokenization continues to take off as many expect. Here's why this trend could send the prices of these coins soaring during the coming years. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critica ...
BOTZ Is A Robotics ETF That Quietly Bets Big on AI Chips
247Wallst· 2026-03-03 11:42
BOTZ Is A Robotics ETF That Quietly Bets Big on AI Chips - 24/7 Wall St.[S&P 5006,763.60 -1.63%][Dow Jones48,046.80 -1.67%][Nasdaq 10024,448.60 -2.05%][Russell 20002,589.24 -2.32%][FTSE 10010,492.00 -2.87%][Nikkei 22554,153.70 -5.87%][Investing]# BOTZ Is A Robotics ETF That Quietly Bets Big on AI Chips### Quick ReadGlobal X Robotics ETF (BOTZ) holds nearly one-third of its assets in three names. Chip maker NVIDIA is its largest position at 10.61%.BOTZ returned 21.9% over the past year driven by broad invest ...
US Stocks Today | Wall Street futures slide as Middle East conflict stokes inflation worries
The Economic Times· 2026-03-03 11:37
Tehran's threat to attack any vessel attempting to transit the Strait of Hormuz, combined with production halts by several Middle Eastern oil and gas producers, has driven global shipping rates higher and pushed up crude and natural gas prices. The strait, a critical chokepoint, carries roughly one-fifth of the world's total oil consumption. Industries such as airlines and travelthat are exposed to crude prices were knocked back for a second day. Delta and Royal Caribbean fell about 4% each. "Much will ...
SoftBank’s $30 billion OpenAI bet spurs S&P credit outlook cut
BusinessLine· 2026-03-03 11:35
Core Viewpoint - S&P Global Inc. has downgraded its outlook for SoftBank Group Corp. from stable to negative due to concerns that an additional $30 billion investment in OpenAI may adversely affect the company's liquidity and asset credit quality [1][2]. Investment Strategy - SoftBank plans to invest an additional $30 billion in OpenAI, following previous investments exceeding $30 billion, which raises concerns about liquidity [2][4]. - The new investment will be executed in three separate $10 billion tranches throughout the year, increasing SoftBank's stake in OpenAI from approximately 11% to 13% [4]. Asset Management - S&P has affirmed a "BB+" long-term issuer credit rating for SoftBank, indicating that the company could mitigate negative financial impacts by selling assets [2][3]. - The proportion of unlisted shares in SoftBank's portfolio is expected to rise above 50%, up from an estimated 42% in December, due to the increased investment in OpenAI [4]. Financial Implications - S&P warns that the liquidity of SoftBank's investment portfolio will deteriorate as OpenAI constitutes a larger share of it, and the company has listed assets for sale to alleviate financial pressure [5][6]. - The loan-to-value (LTV) ratio may be negatively impacted by the additional investment in OpenAI, which SoftBank has historically used to demonstrate its debt repayment capability [6]. Future Outlook - S&P may consider revising the outlook positively if SoftBank improves its portfolio liquidity through asset sales and maintains investment quality while improving its LTV ratio [7].
S&P Futures Plummet as Middle East Conflict Fuels Inflation Fears
Yahoo Finance· 2026-03-03 11:30
“Uncertainty about oil prices may play a big role in determining broader market sentiment,” said Chris Larkin at E*Trade from Morgan Stanley. “There are more questions than answers right now, but a stabilizing energy picture could have a positive ripple effect, while concerns about a longer-term disruption could have the opposite.”In yesterday’s trading session, Wall Street’s main stock indexes closed mixed. Defense stocks advanced following the U.S.-Israeli strikes on Iran, with Northrop Grumman (NOC) risi ...
Akamai to Deploy Thousands of NVIDIA Blackwell GPUs to Create One of the World’s Most Widely Distributed AI Platforms
Globenewswire· 2026-03-03 11:30
CAMBRIDGE, Mass., March 03, 2026 (GLOBE NEWSWIRE) -- Akamai (NASDAQ: AKAM), announced the acquisition of thousands of NVIDIA® Blackwell GPUs to bolster its global distributed cloud infrastructure. The deployment creates a unified platform for AI R&D, fine-tuning, and post-training optimization that intelligently routes AI inference workloads to optimized compute resources across Akamai's massive global network. The architecture is designed to support rapid inference by reducing the latency and data egress i ...
Battle Royale: BigBear.ai vs. SoundHound AI. Only One Can Make You Rich.
Yahoo Finance· 2026-03-03 11:20
It's a bear vs. a hound in today's battle royale! Reasonably priced artificial intelligence (AI) growth stocks are rare breeds these days, as share prices of AI stocks have skyrocketed. However, two niche AI companies haven't seen the explosive growth of these heavy hitters ... at least, not yet. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Con ...
“黑色星期二”!刚刚,欧美全线大跌!美国国务院:撤离!
券商中国· 2026-03-03 11:15
全球金融市场遭遇"黑色星期二"。 继亚太市场周二大跌后,欧洲交易时段,各大指数集体重挫,意大利富时MIB指数、西班牙IBEX35指数大跌 超4%,欧洲斯托克50指数、德国DAX30指数大跌超3%。美股指数期货亦全线大跌,纳斯达克100指数期货一 度跌超2%。有分析指出,中东地区迅速蔓延的冲突加剧了全球市场的紧张情绪,美股恐慌指数VIX一度飙涨 18%,最新报25.15点,触及三个月新高。 中东局势方面,据央视新闻消息,美国东部时间3日凌晨在短短3小时内,美国国务院连发6条撤离令,要求在 约旦、巴林、伊拉克、科威特、卡塔尔、阿联酋的非必要政府人员撤离。以色列国防军3日表示,以军监测到 伊朗向以色列发射新一轮导弹,以军防空系统正在拦截伊朗导弹。 欧美股市全线大跌 受中东紧张局势持续升级影响,欧美股市的避险情绪持续升温,当地时间3月2日,欧洲股市遭遇猛烈抛售,各 大指数低开低走,截至北京时间19:00,意大利富时MIB指数、西班牙IBEX35指数大跌超4%,德国DAX30指数 大跌近4%,欧洲斯托克50指数跌超3%,法国CAC40指数、英国富时100指数跌近3%。STOXX 600银行股指数 一度大跌超4%,创下自 ...
全球股市立体投资策略周报3月第1期:英伟达财报与美伊冲突共振,韩股领涨全球-20260303
GUOTAI HAITONG SECURITIES· 2026-03-03 11:12
英伟达财报与美伊冲突共振,韩股领涨全球 [Table_Authors] 陈菲(分析师) 全球股市立体投资策略周报 3 月第 1 期 投资要点: | | chenfei4@gtht.com | | --- | --- | | 登记编号 | 021-23187260 S0880525040127 | [Table_Report] 相关报告 关税、地缘与 AI 叙事扰动,春节多数资产收涨 2026.02.25 鹰派沃什交易落地,股市波动率攀升 2026.02.03 地缘风险频发,避险资产领涨 2026.01.27 地缘事件与财报季交织,科技结构冲高 2026.01.20 跨年行情在途,亚洲继续领涨 2026.01.14 证 券 研 究 报 告 请务必阅读正文之后的免责条款部分 策 略 研 本报告导读: 上周 AI 叙事和地缘扰动下主要指数成交放量,韩股领涨全球,原油、黄金大幅收 涨。资金面上,就业数据回暖、通胀仍有韧性,叠加沃勒缩表预期,当前海外流动 性预期偏紧。基本面上,美股 26 年盈利预期上修,中美经济高频景气上修。 究 海 外 策 略 研 究 策略研究 /[Table_Date] 2026.03.03 [T ...
X @Lookonchain
Lookonchain· 2026-03-03 10:51
Someone created a new wallet (0x28F8) and deposited 1.135M $USDC into Hyperliquid to go long on $NVDA with 8x leverage.Position: 17,407 xyz:NVDA($3.08M)Liquidation Price: $156.08https://t.co/pu12Xs9jvA https://t.co/7wEscfOsP6 ...