26 March 2026 Global Tech Equities Cash me if you can: USD1.3trn and more to spend United States How to spend USD1.3trn? Big Tech knows the answer We analyse the use of USD1.3trn in operating cash flows (exhibit 1) from the seven Big Tech names ("Tech-7") amongst the largest companies in the world: GOOGL, AMZN, AAPL, META, MSFT, NVDA, and ORCL. In 2026 we expect a higher proportion (exhibit 2) to go towards capex and investments (62% vs 52% in 2025) and a lower proportion to shareholders (22% vs 30%). But k ...

来源|创头条New 作者|沐风 日前，一位西方风险投资人在深入中国 AI 生态圈后，回程飞机上，把两周来的体验和思考，做了个总结。 这个总结以 "在中国 AI 生态圈摸底了两周，我学到了什么" 为题，发在 X 上，并引发了不小的讨论。 这名投资人José Maria Macedo是Delphi Ventures 创始合伙人、Delphi Labs 创始人兼 CEO。 Delphi Digital 成立于 2018 年，是加密货币和数字资产领域最具影响力的独立研究机构之一，旗下 Delphi Ventures 管理着超过 200 个投资组合 项目。 以下为博文全文 ： 最近，我在中国待了两个星期，拜访了 AI 生态圈里的各位创始人、风险投资人（VC）以及上市公司的 CEO。 去之前，我对这个生态是非常看好的（bullish），满心期待能在这里以远低于西方的估值，发掘到世界级的 AI 人才。 但离开时，我的看法变得更加复杂且微妙：我 对中国硬件的看好程度超出了我的预期，但对软件却更为看衰（bearish）。 同时，我对中国创始人们的一些观察，也让我感到十分惊讶。 创始人的特质之谜 (The Founder Que ...

Immersion Corporation Receives Nasdaq Staff Additional Delinquency Notice Mar 27, 2026 4:01 PM Eastern Daylight Time Immersion Corporation Receives Nasdaq Staff Additional Delinquency Notice Share AVENTURA, Fla.--(BUSINESS WIRE)--Immersion Corporation ("Immersion†, the "Company†, "we†, "us†or "our†) (Nasdaq: IMMR), a leading provider of technologies for haptics, today announced that, on March 24, 2026, the Company received an additional delinquency notice (the "Staff Determination Letter†) from th ...

Welcome back to Trading 360. I'm Marley Kaden. It's time for the big three.We've got three stocks for you, three charts we'll be taking you through. Alex Coffee will be taking care of the technicals for us today. And here to take us through the picks for the big three, Tim Bowen, the chief technical trainer at stockstorade.com. Tim, great to have you with us. Our last guest said to me that uh he used to not be a fan of Mondays, but he's really starting to dislike Fridays because of all the de-risisking that ...

Market Overview and Afternoon ActionU.S. equity markets are experiencing a significant pullback during afternoon trading this Thursday, March 26, 2026, as investors grapple with escalating geopolitical tensions in the Middle East and a resilient labor market that suggests interest rates may remain "higher for longer." The optimistic rally seen during Wednesday's session has largely evaporated following reports that Iran rejected a 15-point U.S.-led ceasefire proposal, labeling it "one-sided and unfair."As o ...

CINCINNATI, March 26, 2026 (GLOBE NEWSWIRE) -- Hillman Solutions Corp. (Nasdaq: HLMN) (the “Company” or “Hillman”), a leading provider of hardware-related products and merchandising solutions, today announced it has been named a recipient of the 2026 James A. Wuenker Growth Award by REDI Cincinnati in recognition of the Company’s commitment to the redevelopment of the Forest Fair Mall site. The project involves the construction of a multipurpose facility in Forest Park, Ohio at the former Forest Fair Mall s ...

CrowdStrike Expands Strategic Collaboration With Intel to Secure the Next Generation of AI PCs Mar 25, 2026 1:14 PM Eastern Daylight Time CrowdStrike Expands Strategic Collaboration With Intel to Secure the Next Generation of AI PCs Share Collaboration brings the power of the Falcon platform to Intel-powered AI PCs to protect sensitive data and stop breaches AUSTIN, Texas & SAN FRANCISCO--(BUSINESS WIRE)--RSA 2026 - CrowdStrike(NASDAQ: CRWD) today announced an expansion of its strategic collaboration with I ...

Supermicro has spent the past three years riding the AI wave in Silicon Valley but before the recent allegations involving a co-founder smuggling Nvidia chips, it previously ran afoul of export-control regulations.  The hardware manufacturer’s co-founder, Yih-Shyan “Wally” Liaw, was charged on Thursday with conspiring to smuggle about $2.5 billion worth of highly coveted Nvidia GPUs in servers to China. Prosecutors claim that Liaw, along with Supermicro’s Taiwan general manager Ruei-Tsang “Steven” Chang, an ...

The company presented a five-year objective to grow to $2.5 billion+ in revenue, supported by a stated long-term framework that includes:Management said its total addressable market has expanded from a previously cited ~$6.5 billion to “almost $18 billion” by adding pro distribution and industrial MRO opportunities. Hillman characterized its current mix as about 70% DIY and 30% pro. JMA said Hillman is already serving pro customers today—particularly through retail partners—but plans to pursue deeper penetr ...

To keep it under wraps, the defendants allegedly staged thousands of fake dummy servers—actual, physical replicas of Supermicro’s actual products, authorities claim—at the warehouse where the Southeast Asian company was supposed to be storing its purchases. In reality, the real servers were long gone and had allegedly been shipped to China already.To keep the clandestine scheme from raising red flags with Supermicro’s compliance team, the defendants and the Southeast Asian company executives would fake docu ...