Traders placed $580M in oil bets minutes before Trump's Iran post Trump delays strikes on Iranian power plants, says talks with Tehran "very good" Wall Street averages end more than 1% higher on Middle East de-escalation hopes Oil prices jump over 4% after Iran refutes US talks claims Beneath the Price: A Deeper Oil Market Disruption By Charles-Henry Monchau Market Overview Published 03/24/2026, 02:43 AM Beneath the Price: A Deeper Oil Market Disruption View all comments (0)0 Charles-Henry Monchau Articles( ...

18 March 2026 | 9:38PM HKT Equity Research Eoptolink (300502.SZ): 800G/ 1.6T ramp up on high-speed transmission; 12.8T XPO showcased in OFC; Buy We are positive on Eoptolink's 800G/ 1.6T optical transceivers shipment ramp-up in 2026E/ 27E, along with rising contribution from in-house and Silicon Photonics transceivers, supported by capacity expansion. During OFC 2026, the company released the 12.8T XPO product, which is the next generation of pluggable transceiver to achieve clients' requirements on the net ...

🔥 LATEST: NVIDIA CEO Jensen Huang says AI computing demand could exceed $1 trillion by 2027, with NVIDIA targeting at least $1 trillion in revenue. https://t.co/98z3fMlkCq ...

Core Insights - Nebius Group N.V. has announced a significant five-year agreement with Meta Platforms worth up to $27 billion, marking a pivotal moment in the AI infrastructure sector [1][3][4] - The deal includes $12 billion in dedicated AI infrastructure capacity, with potential additional purchases bringing the total to $27 billion, highlighting Nebius's growing importance in the AI cloud market [3][4] - Following a $2 billion strategic investment from Nvidia, Nebius has rapidly become a key player in the global AI infrastructure landscape [2] Company Overview - Nebius's stock surged over 14% following the announcement of the Meta deal, reflecting strong investor confidence and a dramatic transformation from a year ago when shares were trading near $18 [1][2][10] - The company is expected to deploy Nvidia's next-generation AI infrastructure platform as part of its commitments to Meta, further solidifying its technological capabilities [4] Financial Metrics - As of March 16, 2026, Nebius's stock price was $129.78, up approximately 14.90% from the previous close, with a market capitalization of around $32.9 billion [9][10] - The company reported trailing revenue of $529.8 million and has a negative levered free cash flow of $3.61 billion, indicating significant capital expenditure demands for building AI infrastructure [10][11] Strategic Importance - The agreement with Meta is part of a broader strategy to secure long-term capacity contracts, positioning Nebius as a specialized provider in the AI infrastructure space [5][6] - Meta's overall strategy includes a commitment to invest $600 billion in U.S. infrastructure projects by 2028, with a focus on AI data centers, indicating a substantial market opportunity for Nebius [7][8]

Market Overview - U.S. equity index futures show slight increases after three weeks of losses, with the S&P 500 down 1% week-over-week to 6,632, Nasdaq 100 down 0.2% to 24,380, Dow 30 down 1% to 46,558, and Russell 2000 down 0.9% to 2,480 [3] - Treasury yields have decreased after notable gains, with market expectations indicating a hold from the Federal Reserve potentially until December, with a 50% chance of a 25 basis point rate reduction in October [3] Stocks - Nvidia shares fell by 1.6%, while Micron saw a 5.1% increase, indicating mixed performance in the semiconductor sector [4] - Tesla shares decreased by 1%, with larger losses observed in other automakers [4] - Adobe's shares dropped 7.6% despite beating earnings and revenue expectations, overshadowed by the announcement of CEO Shantanu Narayen's impending departure [4] - NIO shares rose by 5.6% following an upgrade from HSBC due to improving profitability [4] - Fertilizer producers experienced declines after initial gains, with Intrepid Potash down 7.3%, The Mosaic Company down 6.5%, and CF Industries down 4.7% [4] - Klarna shares surged by 8.8% after insider buying disclosures, while AdaptHealth shares increased by 8.7% following a large purchase by One Equity Partners [4] Commodities - Gold prices hovered around $5,000, briefly breaking below short-term support after two consecutive weekly losses, influenced by Middle East tensions and a stronger dollar [5] - Oil prices (WTI) increased but later corrected from $100 to approximately $98, amid U.S. military actions in Iran and threats to crude export infrastructure [5] - Goldman Sachs predicts Brent crude will average over $100 in March and $85 in April, with a potential decline to the lower $70s later in the year if disruptions are short-lived [5] FX/Central Banks/Crypto - The U.S. Dollar Index reached a 10-month high of 100 before retreating, with intervention discussions from Japan affecting USD/JPY movements [7] - Bitcoin briefly surpassed its short-term resistance level of approximately $74,000, while Ether also rose above $2,200 [6] Economic Data - U.S. PCE price index for January rose 0.3% month-over-month, with core PCE also increasing by 0.4% month-over-month and 3.1% year-over-year [8] - January's personal income and spending both increased by 0.4% month-over-month [8] - Job openings improved to 6.95 million, while preliminary Q4 GDP slowed to 0.7%, below the 1.4% estimate [8] - UK GDP for January was flat month-over-month, missing the 0.2% forecast [8] - Canadian employment fell by 83.9K in February, raising the unemployment rate to 6.7% [8] - Chinese home price contraction worsened to -3.2% year-over-year in February, with an increase in industrial production and retail sales exceeding expectations [8]

Market Overview - Oil prices have surged due to fears surrounding supply disruptions from the Iran conflict, with WTI reaching highs of $97 before settling around $95, marking a significant increase in energy prices [1][2] - U.S. equity indices experienced a selloff, with the S&P 500 down 1.5%, Nasdaq 100 down 1.7%, and Dow 30 down 1.6%, as rising oil prices weighed on market sentiment [1][2] - Treasury yields have increased across the curve, reflecting rising inflation concerns, with market expectations indicating a hold on interest rates at the upcoming Federal Reserve meeting [1] Company Performance - Nvidia shares fell by 1.5%, while AMD, TSM, and Intel saw larger declines of 3.5%, 5%, and 5.7% respectively, indicating a challenging session for semiconductor stocks [1] - Tesla's stock dropped 3.1% after a report indicated a shift in investment strategy, converting its xAI stake into a SpaceX investment ahead of the latter's IPO [1] - Fertilizer producers like CF Industries (+13.2%), Intrepid Potash (+10.6%), and Mosaic Company (+7.6%) saw significant gains due to fears of supply disruptions in the Gulf region [1] Commodities - Gold prices have rebounded above $5,100 amid geopolitical tensions, although they are on track for a second consecutive weekly loss [1][2] - The International Energy Agency (IEA) reported that at least 10 million barrels per day of oil supply has been curtailed due to restrictions in the Strait of Hormuz, marking a historic disruption in the global oil market [1] Economic Data - U.S. initial jobless claims were reported at 213,000, slightly better than forecasts, while continuing claims stood at 1.85 million [2] - Building permits for January fell by 5.4% to 1.38 million, while housing starts increased by 7.2% to 1.49 million, indicating mixed signals in the housing market [2] Investor Sentiment - There has been a notable shift in investor sentiment, with a majority long bias increasing in U.S. equity indices, particularly in the Nasdaq, which moved to 71% from 62% [2] - Commodities, particularly gold, have seen an extreme buy sentiment rise to 87% from 80%, reflecting increased demand amid market volatility [2]

Netlist to Attend 38th Annual Roth Conference ELEMENT--Back to the Newsroom# Netlist to Attend 38th Annual Roth ConferenceIRVINE, CA / ACCESS Newswire/ March 11, 2026 / Netlist, Inc. (OTCQB:NLST) today announced the Company will participate in the 38th Annual Roth Conference. Netlist will participate in 1-on-1 meetings on Tuesday, March 24th. Investors who wish to meet with the Company should notify their Roth representative.About NetlistNetlist is a leading innovator in advanced memory and storage solution ...

Company Overview - Monolithic Power Systems, Inc. (MPWR) is a Washington-based semiconductor company specializing in high-performance power management integrated circuits (PMICs) for various electronic systems, with a market cap of $52.2 billion [1] - The company operates a fabless semiconductor model, focusing on internal chip design while outsourcing manufacturing, which allows for an asset-light approach and rapid product development [2] Market Position and Performance - MPWR is categorized as a large-cap stock, benefiting from rising demand in sectors such as AI computing, electric vehicles, and high-performance electronics, thereby strengthening its position in the power management semiconductor market [2] - Despite a recent 16% decline from its 52-week high of $1,256.22, MPWR stock has gained 7.8% over the past three months, outperforming the Dow Jones Industrial Average [3] - Over the longer term, MPWR shares have risen 23.5% over six months and 81.5% over the past 52 weeks, significantly outperforming the Dow Jones Industrial Average's gains of 4.9% and 13.8% respectively [5] Recent Trading Activity - On March 3, shares of Monolithic Power declined by 5.4% amid pressure in the semiconductor sector, influenced by a sell-off in South Korea's stock market and concerns over potential global energy price shocks due to geopolitical tensions involving Iran [6]

NVIDIA has long been one of our most important partners, and their chips are the foundation of AI computing. We are grateful for their continued trust in us, and excited to run their systems in AWS. Their upcoming generations should be great. ...

Core Viewpoint - A class action lawsuit has been filed against CoreWeave, Inc. and its senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1]. Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure. The company relies on partnerships, including a merger agreement with Core Scientific announced on July 7, 2025 [4]. Allegations of Securities Fraud - The lawsuit claims that CoreWeave misled investors about its ability to meet customer demand and concealed significant construction delays at its data centers, despite assurances of robust demand and competitive strengths [5]. Stock Performance and Impact of Events - On October 30, 2025, Core Scientific's announcement of insufficient shareholder votes to approve the merger led to a stock price drop of $8.87 per share, over 6%, from $139.93 to $131.06 [6]. - Following a revenue guidance reduction on November 10, 2025, due to delays from a third-party developer, CoreWeave's stock fell by $17.22 per share, over 16%, from $105.61 to $88.39 [7]. - A report on December 15, 2025, regarding delays in a major data center project caused the stock to drop by $2.85 per share, over 3%, from $72.35 to $69.50 [8].