Core Viewpoint - U.S. stock index futures declined as concerns over artificial intelligence impacted technology stocks, with the Nasdaq facing its largest monthly decline since March 2025, while investors anticipated important inflation data later in the day [1] Group 1: Market Performance - U.S. stock index futures experienced a drop on Friday [1] - The Nasdaq is projected to have its steepest monthly decline since March 2025 [1] Group 2: Sector Impact - Growing unease regarding artificial intelligence has negatively affected technology stocks [1] Group 3: Investor Sentiment - Investors are awaiting key inflation data, which may influence market movements [1]

With U.S. stock futures trading lower this morning on Friday, some of the stocks that may grab investor focus today are as follows:Check out our premarket coverage herePhoto via Shutterstock ...

深圳市住房和建设局相关负责人介绍，相对于其他城市CBD，深超总的规划建设更具有创新与活力的 特质，通过"总部+文化+生态"的复合功能布局，为高密度城市开发提供了平衡经济、生态与人文需求 的全新解决方案。 南都N视频记者从深圳市住房和建设局获悉，目前，该片区已完成80%土地出让；片区总投资约2100亿 元，已累计完成投资约1200亿元；吸引中国电子、招商银行、深投控、京东、恒力集团、中兴通讯、中 信证券、欧加(OPPO)、大疆等多家世界500强或创新型科技企业，截至目前已有19家企业总部入驻。 新春伊始，深圳湾超级总部基地（以下简称深超总）建设全面提速。 ...

（央视财经《天下财经》）在24日发表的国情咨文中，美国总统特朗普表示，他将要求科技公司自行解 决高能耗数据中心用电问题，避免影响普通民众用电价格。据美国媒体25日报道，有官员证实，多家科 技巨头将在下周签署相关文件。 一位白宫官员表示，亚马逊、谷歌、Meta、微软等科技巨头高管将在3月4日参加与特朗普的会议并签 署承诺文件，这些企业将通过购买或自建发电设施等方式，满足新建AI数据中心的用电需求，确保普 通美国人的用电价格不会随着整体需求提升而增加。特朗普曾在2024年竞选期间承诺，将在上任后18个 月之内实现电价减半。但受交通领域电气化程度提升、数据中心与工业运营用电需求激增等多重因素影 响，从去年1月到12月，美国居民用电平均价格不降反升，由每千瓦时15.94美分涨至17.24美分，涨幅约 为8%，明显高于整体通胀率。有统计显示，美国接下来计划建设的数据中心约为680个，其中部分超大 型数据中心的耗电量足以供数百万个家庭日常使用。 不过也有分析认为，目前电力成本上涨的主要压力来自输电、配电等环节，而不是发电；即使科技巨头 自备发电设施，能源价格能否降低也存在许多变数。例如，这些公司依然要依赖电网来输送或获取 ...

In the investment world, artificial intelligence (AI) has already gone from one of the great technological advancements of our time to a destructive force that will ruin industries. While that may seem like a complete reversal, when it comes to technology hype, this is not unusual. In fact, tech research and advisory firm Gartner has devised a methodology describing this exact hype cycle. It consists of five parts: Will AI create the world's first trillionaire? Our team just released a report on the one ...

Core Insights - The "Magnificent Seven" companies, including Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla, have been pivotal in driving the stock market higher, particularly due to advancements in artificial intelligence [1][4] - However, these companies are collectively signaling a concerning trend with over $8.4 billion in net stock sales by insiders over the past year [4][10] Insider Trading Activity - Insiders at the Magnificent Seven have been significant net sellers of their company's shares, with the exception of Tesla, where CEO Elon Musk purchased approximately $1 billion in shares [5][10] - The total net selling across these companies amounts to $8,414,225,611, with Nvidia leading at $2,249,988,017 and Amazon following with $5,724,146,695 [10] - Notably, there has been a lack of insider buying in major companies like Nvidia, Apple, Amazon, and Meta Platforms, raising potential concerns for investors [12][13] Market Context - The insider trading data indicates that while selling may not always be negative, the absence of insider buying amidst a historically expensive stock market could be a red flag [9][12] - Insiders at Microsoft and Alphabet have made minimal purchases, totaling $3.4 million and $5 million respectively, which is relatively low compared to the selling activity [13]

Core Insights - Ruoming Pang, a prominent AI researcher, has transitioned from Meta to OpenAI after only seven months, highlighting the intense competition for top AI talent among major tech companies [1][3][6]. Group 1: Talent Movement - Pang's move to OpenAI follows a brief tenure at Meta, where he was offered a compensation package of up to $200 million by Mark Zuckerberg, indicating the high stakes in talent acquisition within the AI sector [3][6]. - This transition marks a rapid career progression for Pang, who has moved from Apple to Meta and now to OpenAI within a year [5][6]. - The ongoing talent war in the AI industry has seen many Chinese researchers being recruited with compensation packages reaching nine figures [6][10]. Group 2: Impact on Companies - Pang's departure from Apple has cast a shadow over the company's AI development efforts, particularly as he led a team of around 100 engineers focused on building large models to support Apple's AI and the next generation of Siri [10][21]. - The internal pressures and discussions at Apple regarding the potential use of third-party models from OpenAI and Anthropic have demoralized the AFM team, contributing to Pang's decision to leave [23][10]. - Meta's AI team has faced a wave of departures, with Pang being the third talent valued over $200 million to leave within a year, raising concerns about the stability and future of Meta's AI initiatives [34][36]. Group 3: Pang's Background and Expertise - Ruoming Pang has an extensive background in AI and machine learning, having previously worked at Google for 15 years, where he contributed to significant projects and led teams in various capacities [15][18][20]. - His academic credentials include degrees from prestigious institutions, and he has published over 100 influential research papers, showcasing his expertise in the field [27][30]. - Pang is recognized for his deep understanding of both machine learning algorithms and foundational infrastructure, making him a valuable asset in any AI research environment [32][30].

Economic Policy and Tax Cuts - The president's recent speech emphasized the benefits of a significant bill passed in 2025, with $150 billion in new tax cuts for American workers expected to be realized in 2026 [1] - Businesses will benefit from $200 billion in capital investment due to 100% expensing of capital equipment, R&D, and property [1] - The administration is not expected to pursue large new tax cuts following the recent reconciliation bill, focusing instead on smaller measures like housing and infrastructure [1] Housing Market and Financial Sector - Housing stocks declined due to the lack of a comprehensive housing plan, with specific bills like manufactured housing expected to be introduced [2][4] - Financial deregulation is seen as a priority, with the potential to lower mortgage rates, which are currently at their lowest in four years [4][5] - The performance of bank stocks is more closely tied to the yield curve rather than financial deregulation, indicating a challenging environment for financial institutions [6][7] Defense and Technology - The president's speech included a warning about Iran's missile capabilities, which could provide a pretext for military action if negotiations fail [1] - There was a lack of discussion on AI, which is currently unpopular among voters, but there are plans to facilitate tech companies in building data centers to circumvent local opposition [2]

U.S. President Donald Trump sits in the Oval Office to sign executive orders, at the White House in Washington, D.C., U.S., Dec. 18, 2025.The major technology companies will meet President Donald Trump at the White House next week to sign a pledge to supply their own power for artificial intelligence data centers. The companies attending the March 4 meeting include Amazon, Google, Meta, Microsoft, xAI, Oracle and OpenAI, a White House official confirmed."Under this bold initiative, these massive companies w ...

In the fourth quarter, its latest acquisition was Crown 1 Enterprises Inc., a manufacturer of value-added proteins and ready-to-eat meals. It paid $17.5 million in cash for the former Sysco (SYY) subsidiary. The acquisition adds $56 million in annual revenue. Crown 1 brings an upgraded 42,000-square-foot production facility to the company.Its primary goal is to become a one-stop shop deli solution with annual sales of $1 billion. It plans to reach that goal through organic sales initiatives and accretive st ...