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Jim Cramer Says “The Investments That NVIDIA Makes Are Part of Creating an Ecosystem That Wants to Use NVIDIA”
Yahoo Finance· 2026-03-31 16:05
Jim Cramer gave top insight on NVIDIA Corporation (NYSE:NVDA), sharing a game plan of what to buy, sell, and hold right now. A club member asked how the company’s multi-billion-dollar investments in other companies affect shareholders and whether owning the stock provides indirect exposure to those holdings. Cramer replied: Okay, this is a really important question. First of all, I know NVIDIA’s going down. Like, I’m not an idiot. I mean, you look, and the stock’s going down. They did have a great meeting, ...
【太平洋科技-每日观点&资讯】(2026-04-01)
远峰电子· 2026-03-31 13:47
行情速递 / Part 01 国内新闻 / Part 02 ①艾邦ARAI眼镜资讯,诺视科技正式发布新一代微显示屏芯眸®(Chimo®)M06/该产品已完成终端眼镜验证并实 现量产交付/该量产级2.5μm硅基微显示产品芯眸®M06以极致轻量化、超低功耗与高性能表现/ ②AI芯天下,摩尔线程披露重大合同公告/公司于近日与某客户签订了产品销售协议/合同标的为摩尔线程夸娥 (KUAE)智算集群/合同总价款为6.6亿元/ ③半导体行业观察,全球前三大、中国台湾省最大频率元件厂晶技(3042)日发函通知客户/4月1日起调涨频率元件 价格/涨幅约5%至10%/ ④半导体芯闻,中微公司公告称拟通过发行股份及支付现金的方式购买杭州众硅64.69%股权/通过本次交易/中微公司 将成为具备"刻蚀+薄膜沉积+量检测+湿法"四大前道核心工艺能力的厂商/成功实现从"干法"向"干法+湿法"整体解决 方案的关键跨越/ 海外新闻 / Part 03 ①大盘指数,上证指数(-0.80%)/北证50 (-0.99%)/深证成指(-1.81%)/科创50 (-2.59%)/创业板指(-2.70%)/ ②TMT领涨板块,SW通信线缆及配套(+0.9 ...
Wall Street Thinks Western Digital Stock Price Will Soar Higher This Year
247Wallst· 2026-03-31 13:27
Wall Street Thinks Western Digital Stock Price Will Soar Higher This Year - 24/7 Wall St. S&P 5006,426.70 +1.22% Dow Jones45,685.20 +0.93% Nasdaq 10023,258.40 +1.32% Russell 20002,450.13 +1.50% Stock Market Live March 31, 2026: S&P 500 (SPY) Pops on News Trump Could End War Investing Wall Street Thinks Western Digital Stock Price Will Soar Higher This Year By Joel SouthPublished Mar 31, 9:27AM EDT Follow 24/7 Wall St. on Google This post may contain links from our sponsors and affiliates, and Flywheel Pu ...
Nvidia invests $2 billion in Marvell, launches AI partnership
Reuters· 2026-03-31 12:10
Nvidia invests $2 billion in Marvell, launches AI partnership | Reuters Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv A Nvidia logo appears in this illustration created on August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab March 31 (Reuters) - Nvidia (NVDA.O), opens new tabhas invested $2 billion in Marvell Technology (MRVL.O), opens new taband Marvell will join the Nividia AI ecosystem, the companies said on ...
Huawei's cloud computing revenue dropped in 2025 as Chinese AI lagged U.S. rivals
CNBC· 2026-03-31 12:00
Huawei's push to develop its own artificial intelligence chip has yet to drive the double-digit revenue gains of its peers, as Chinese companies strive to narrow the gap with the U.S. on AI.Cloud computing revenue from external customers fell by 3.5% in 2025 to 32.16 billion yuan ($4.6 billion), Huawei said. The company is the second-largest cloud provider in mainland China.While overall cloud revenue including internal customers rose by 4.8% to 72.8 billion yuan, the main ICT infrastructure segment reporte ...
Bullish Momentum Drives Futures Higher as Energy Surges and Nike Earnings Loom
Stock Market News· 2026-03-31 10:07
As the final trading day of the first quarter of 2026 arrives this Tuesday, March 31st, Wall Street is signaling a robust opening. Premarket activity suggests that investors are shaking off recent volatility, with futures across all major indexes trading firmly in the green. This optimism comes amid a significant surge in energy prices and a flurry of corporate earnings reports that are shaping the narrative for the start of the spring season.Futures and Index PerformanceThe premarket session has been chara ...
Real Yields, Oil, Conflict Scenarios
Seeking Alpha· 2026-03-31 10:00
J Studios/DigitalVision via Getty Images Listen here or on the go via Apple Podcasts and Spotify James Kostohryz, who runs Successful Portfolio Strategy, on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced in (17:50) Oil price; aggressively in non-North American E&P stocks (27:00) Even if you don't invest in bonds, it's essential to understand what's going on there (40:05) Why gold's vulnerable to a decline (48:50) US dollar, industrial commodities, tech ...
2 Beaten-Down AI Stocks to Buy Before the Next Bull Market
The Motley Fool· 2026-03-31 08:05
Although it's still officially in a bull market overall, the artificial intelligence (AI) investment sector may have something to say about that claim.Many AI stocks are down more than 20% from their all-time highs, knocking them out of bull market territory on an individual stock basis. However, once geopolitical tensions stabilize and investors realize that AI spending will last for many more years, some of these stocks are slated to rocket higher.Two that I have my eye on that are down at least 20% from ...
中国百大创投城区:海淀区蝉联第一、江苏22区上榜
投中网· 2026-03-31 07:08
将投中网设为"星标⭐",第一时间收获最新推送 榜单显示, 北京海淀区位居全国第一。 这里一年新增近5万家企业,333家企业获得投资,去年还诞生了9家IPO公司,是国内科技创新最密集的区域 之一。紧随其后的 浦东新区和南山区 ,则在空间格局上与海淀一起,构成了中国创投版图的三大核心高地。 中国有多少城区?答案是2846个。其中,GDP超过1000亿元的城区(包括行政区、经济开发区)293个。 在这些城区中,哪些孕育着科技创新的基因?哪些又在产业升级中扮演着关键引擎?为回答这一问题,投中研究院从生态、人、产业和资本四个维度, 对全国GDP超过1000亿元的293城区进行了系统评估, 最终评选出 2025年度中国最具创投价值的100座城区。 在前20名城区中, 南京江北新区、广州开发区黄埔区、天津滨海新区和杭州余杭区 的排名跃升最为明显,成为创投圈关注的焦点。今年榜单中,还有 21个城区首次入榜。 如果从省级维度来看,江苏省共有22个城区上榜,位居全国第一;广东省和浙江省分别以16个和15个城区位列第二、第三。这一格局,也与当前创投 市场的活跃度高度一致。 为了提高评选的客观性与准确性,本次榜单对评价体系进一步优化 ...
Palliser Capital Publishes Value Enhancement Plan for Ajinomoto
Businesswire· 2026-03-31 07:00
Palliser Capital Publishes Value Enhancement Plan for Ajinomoto Mar 31, 2026 3:00 AM Eastern Daylight Time Palliser Capital Publishes Value Enhancement Plan for Ajinomoto Share LONDON--(BUSINESS WIRE)--Palliser Capital ("Palliser†), a top 25 shareholder of Ajinomoto Co., Inc. ("Ajinomoto†or the "Company†), today published a comprehensive presentation outlining the opportunities available to unlock significant longterm value at Ajinomoto. To promote market transparency and respond to growing interest fro ...