Joining me now with her five top picks is Victoria Fernandez, chief market strategist at Crossmark Global Investments. Victoria, great to have you on. >> It's a pleasure to be here.>> All right, so let's get right into it with your picks. First up is a healthc care play, Gilead. The stock has been working up 15% year-to date.Tell us why you like this one. >> Yeah, so we know that healthc care is a sector right now that has had some pullbacks. It's still in an uptrend, but we think it's an opportunity to be ...

Core Insights - iPhone sales in the first nine weeks of the year have outperformed competitors in China [1] Group 1 - The performance of iPhone sales indicates a strong market position in China compared to rival brands [1]

Core Viewpoint - A U.S. trade tribunal has preliminarily ruled that Apple's current Apple Watches do not infringe on patents owned by Masimo, thereby rejecting Masimo's request for a renewed import ban on the devices [1] Group 1 - The ruling indicates a significant legal victory for Apple, allowing it to continue selling its Apple Watches without the threat of an import ban [1] - Masimo's attempt to enforce a patent infringement claim was unsuccessful, which may impact its competitive position in the medical monitoring market [1] - The decision reflects ongoing legal battles in the tech industry regarding patent rights and innovation [1]

DAY AFTER AN ISRAELI INTELLIGENCE MINISTER, THE THIRD TOP IRANIAN LEADER KILLED BY ISRAELI FORCES. JUST THIS WEEK HERE IN THE U.S. PRESIDENT TRUMP, HONORING SIX AIRMEN KILLED DURING OPERATION EPIC FURY. AND ON CAPITOL HILL, INTELLIGENCE CHIEF TULSI GABBARD, GRILLED BY LAWMAKERS ABOUT THE STATUS OF IRAN'S NUCLEAR CAPABILITIES WHEN THE WAR BEGAN.>> WAS IT THE ASSESSMENT OF THE INTELLIGENCE COMMUNITY THAT THERE WAS A, QUOTE, IMMINENT NUCLEAR THREAT POSED BY THE IRANIAN REGIME. YES OR NO. >> SENATOR, THE ONLY P ...

Apple Inc. (NASDAQ:AAPL) let the hyperscalers and frontier AI labs fight over who builds the best chatbot. Then it charged them rent.Analysis firm AppMagic estimates generative AI apps paid Apple nearly $900 million in App Store fees in 2025, with three-fourths coming from OpenAI’s ChatGPT alone. xAI’s Grok was a distant second at roughly 5%. The Wall Street Journal reported on Thursday that Apple is on pace to cross $1 billion in AI revenue this year from commissions alone.The Toll Road Vs. The Money PitTh ...

Core Insights - The Chinese smartphone market is currently challenging for companies other than Apple, which has seen a significant increase in sales despite an overall market downturn [2][3]. Market Performance - Apple's sales in China surged by 23% in the first nine weeks of the year, while the overall smartphone market experienced a 4% decline [2]. - Government subsidies introduced at the beginning of the year have had a limited impact on overall demand, which remains weak [2]. Sales Dynamics - Lunar New Year promotions by Chinese brands improved sales compared to January, but overall sales during the holiday period were still down 2% year-over-year due to rising memory prices limiting discount capabilities [3]. - Apple's sales growth was supported by eCommerce discounts and the eligibility of its base iPhone 17 model for government subsidies [3]. Supply Chain and Cost Challenges - The surge in memory costs is expected to continue through 2026, forcing smartphone manufacturers to make difficult decisions regarding costs, margins, and shipment targets [7]. - Brands that rely on entry-level models to gain market share may face significant short-term losses due to these cost pressures [7]. Memory Component Market - The price of RAM in certain consumer segments has increased by 20% to 30% year-over-year, disrupting previous expectations of steady price declines [8]. - Manufacturers are now focusing more on paid memory upgrades due to constraints in memory supply [8]. Apple’s Position - Apple's strong control over its supply chain allows it to absorb rising memory chip costs, enabling the company to maintain stable prices while competitors increase theirs [3]. - The demand for iPhones has been exceptionally high, contributing to Apple's strong performance amid concerns about its AI advancements compared to competitors [8][9].

Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Unicredit logo is seen in this illustration taken December 3, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab MILAN, March 19 (Reuters) - Italian bank UniCredit (CRDI.MI), opens new tabis planning to trim up to 400 technology jobs in Germany to cut costs and streamline operations, the company said on Thursday. Sign up here. It will affect 300-400 jobs by the end of 2027 that are part ...

Core Insights - Apple is urging users to update their iPhones due to the discovery of a new spyware called Darksword, which can compromise older iOS versions and potentially affect hundreds of millions of users [1][2] Group 1: Vulnerability and Impact - Darksword targets iPhones running older iOS versions released between March and August 2025, with an estimated 220 to 270 million devices still operating on these versions [2] - The spyware has been linked to targeted attacks on specific groups, including Ukrainians, Chinese cryptocurrency users, and individuals in Saudi Arabia, Turkey, and Malaysia [2][3] Group 2: Malware Characteristics - Darksword is described as "highly sophisticated" malware, indicating a professional design and capability to steal sensitive data such as emails, usernames, passwords, photos, and cryptocurrency wallets [3][4] - The emergence of Darksword alongside another spyware tool, Coruna, suggests a growing market for mobile malware, with both tools linked to Russian intelligence and Chinese cybercriminals [3] Group 3: Security Measures - Apple emphasizes the importance of keeping software updated as the primary defense against such threats, with a spokesperson highlighting that the malware only affects older operating systems [4] - In response to the threat, Apple released a special update for older devices that cannot upgrade to the latest iOS 26, specifically designed to block the hacking tools [7]

证券研究报告 | 2026年03月19日 贵州茅台（600519.SH） 优于大市 革故鼎新，与时偕行，再论茅台的护城河与增长潜力 估值承压：多因素压制需求，飞天消费属性增强。正确客观认识茅台酒属性特点 是理解其估值的前提，2022-2025 年贵州茅台股价自高点下跌 33%、PE(TTM)下降 63%，我们认为需求减少、场景受限是主因，飞天茅台酒消费属性增强，市场价 格自高点最大下跌 60%，导致估值回调。 以史为鉴：紧扣时代脉搏，市场化改革破局供需难题。复盘历史，公司尊重市场 规律，多次市场化改革化解危机：1）1998 年国内产业结构调整，酒类需求减少， 公司通过市场化引进特约经销商、专卖店等，培育核心意见领袖，奠定价格的龙 头地位。2）2013-15 年受"限三公消费"等政策冲击，飞天价格最大下跌 56%， 公司市场化招商，开发生肖茅台酒等非标类产品，拓展商务消费场景，顺利成 为行业龙头。 对标爱马仕：匠心品质为核，品牌与时俱进。长期看，茅台酒仍具有不可替代性， 考虑到生产工艺特点，十五五期间茅台酒理论可供销售量预计约 5.2 万吨，增量 有限，高档奢侈属性有增强的基础。我们认为爱马仕对茅台酒的发展具有 ...

Welcome to March 2026, where the “all-time highs” of yesterday have been replaced by the “all-time highs” of presidential blood pressure. In a series of events that can only be described as a masterclass in macroeconomic whiplash, the markets spent the last 24 hours attempting to digest a Supreme Court ruling, a 15% global tariff hike, and a casual threat to the world’s largest gas field. If you were looking for a quiet Wednesday to rebalance your portfolio, you clearly haven’t been paying attention for the ...