Franklin Exponential Data ETF

Huxiu.com Publishes In-Depth Analysis on Palantir's Business Model and History

Google Develops Flash Flood Prediction Model Using Gemini AI

Netflix Launches Eyeline Studios in Hyderabad

Meta to host webinar on generating high-quality leads with AI

Modern Wealth Management Increases Holdings in Meta Platforms

Elon Musk announces 'Macrohard' project to simulate entire company operations, challenging Microsoft.

Microsoft announces next-gen Xbox 'Helix,' promising an AI graphics revolution, with delivery expected in 2027.

Microsoft plans to train 3 million people in Africa on its AI technology

Apple rumored to launch affordable MacBook Neo, potentially impacting Google and Microsoft

Connor Clark & Lunn Increases Stake in Alphabet

Human rights groups urge hospitals not to use Palantir software and demand that NHS England cancels the contract entirely

Palantir holds its 9th AIPCon, showcasing customer AI applications across industries

UK watchdogs press Meta to enhance protections for minors

Meta adds new scam protections to Facebook, WhatsApp and Messenger

Meta cracks down on scam networks in joint operation with international law enforcement.

Microsoft Steps Up AI Tool Promotion in Africa

Microsoft VS Code shifts to a weekly release schedule and introduces a new AI "Autopilot" feature

Palantir's CEO to be interviewed after stock pullback, market watches closely

Wall Street Analyst Suggests Palantir Stock Could Plunge by up to 68%

Microsoft announces the restart of the Xbox Backwards Compatibility Program

Acurx Pharmaceuticals

XCF Global

60 Degrees Pharmaceuticals

Paranovus ENT Tech

Tradr 2X Long NVTS Daily ETF

Actelis Networks

Roma Green Finance

TanTech

AMC Robotics

Leverage Shares 2X Long NBIS Daily ETF

Pinned News

置顶新闻

Xunlei's net profit in 2025 is expected to be USD 1.048 billion

IDGT

DTCR

SRVR

XDAT

CLOU

XNET

Xunlei released its 2025 financial report showing revenue of USD 462 million, a year-on-year increase of 42.5%, net profit of USD 1.048 billion, compared to USD 1.215 million in the same period last year, and basic earnings per share of USD 3.3659, compared to USD 0.0038 in the same period last year

Wallstreetcn

iShares US Digital Infrastructure and Real Estate ETF

Global X Data Center & Dgtl Infrs ETF

iShares Expanded Tech Software Sector ETF

Pacer Data & Infrastructure Real Estate ETF

ISHRS S&P Glb It

SPDR S&P Software

Proshares Big Data Refiners ETF

Global X Cloud Computing ETF

Xunlei

NVDL

NVDX

SOXL

NVDU

SOXX

NVDY

07788

07388

NVDD

NVDQ

Nvidia has invested US$2 billion in AI cloud firm Nebius, acquiring an 8.3% stake. This investment highlights the growing demand for cloud services tailored for artificial intelligence workloads, as more firms seek to leverage large AI systems. The move reflects a trend of significant investments in the AI cloud sector.

Cloud Computing News

GraniteShares 2x Long NVDA Daily ETF

VanEck Semiconductor ETF

T-Rex 2X Long NVIDIA Daily Target ETF

SPDR S&P Semicon

Direxion Semicon Bull 3X

Invesco Semiconductors ETF

Direxion Daily NVDA Bull 2X Shares

iShares Semiconductor ETF

Spdr Select Tech

YieldMax NVDA Option Income Strategy ETF

XL2CSOPNVDA

XI2CSOPNVDA

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

NVIDIA

Nvidia invests US$2 billion in AI cloud firm Nebius

BITO

RIOT

Hyperscale Data reported estimated total assets of USD 314 million and net assets of USD 119 million as of February 28, 2026. This equates to USD 0.87 per Class A common share and USD 0.33 per share, respectively. The company's cash, restricted cash, and Bitcoin holdings amounted to approximately USD 81 million at the same date. This information was published via PR Newswire on March 12, 2026.

PUBT

ProShares Bitcoin Strategy ETF

Riot Platforms

WisdomTree Bitcoin Fund

VanEck Bitcoin ETF

Hyperscale Data

Franklin Bitcoin ETF

CoinShares Bitcoin ETF

Grayscale Bitcoin Trust BTC - ETF

iShares Bitcoin Trust ETF

ARK 21Shares Bitcoin ETF

Invesco Galaxy Bitcoin ETF

Mara

Bitfarms Canada

Bitwise Bitcoin ETF

American Bitcoin

Fidelity Wise Origin Bitcoin Fund - ETF

Hut 8 Mining

Hyperscale Data estimates total assets of USD 314 million and net assets per share of USD 0.33 as of Feb. 28, 2026

Korea Investment CORP increased its stake in KANZHUN LIMITED Sponsored ADR (NASDAQ:BZ) by 59.9% in Q3, owning 372,190 shares valued at $8.69 million. Other investors also adjusted their holdings, with hedge funds owning 60.67% of the stock. KANZHUN shares opened at $14.38, down 4.3%, with a market cap of $6.01 billion. Analysts have a consensus rating of "Moderate Buy" with an average price target of $26.00. KANZHUN operates an AI-driven recruitment platform, Boss Zhipin, enhancing job matching and hiring efficiency.

Market Beat

Kanzhun

Korea Investment CORP Boosts Holdings in KANZHUN LIMITED Sponsored ADR $BZ

QQEW

.SPX

NBC CITING SOURCES: TRUMP IS EXPLORING MEASURES THAT COULD HELP EASE THE SURGE IN PRICES, INCLUDING RESTRICTIONS ON U.S. EXPORTS

Unusual Whales

First Trust NASDAQ-100 Equal Weighted

ProShares Shrt QQQ

Dow Jones Industrial Average

ProShares Ultra QQQ

Fidelity Nasdaq Composite Index ETF

Nasdaq

First Trust Cloud Computing

Ark Genomic Revolution ETF

Fidelity MSCI Financials Index

NASDAQ Composite Index

Invesco QQQ Trust

Ark Innovation ETF

Financial Select Sector SPDR Fund

Amplify Transform Data Sharing ETF

VG Financial

First Trust Nasdaq Cybersecurity

Global X Robotics & Artificial

iShares Future AI & Tech ETF

Proshares UltraPro QQQ

Dow Jones Utility Average

S&P 500

Proshares UltraPro Short QQQ ETF

Invesco Nasdaq 100 ETF

iShares S&P Global Clean Energy

ISHRS Us Brokers & Sec Exchg

Pro Ultrshort Qqq

NBC CITING SOURCES: TRUMP IS EXPLORING MEASURES THAT COULD HELP EASE THE SURGE IN PRICES, INCLUDING RESTRICTIONS ON U.S. EXPORTS

NBIS

Nebius Group (NASDAQ: NBIS) is poised for significant growth as a leading AI utility by 2031, with revenue projections soaring from $1.25 billion to between $7 billion and $9 billion by the end of 2026. However, the company faces challenges, including high capital expenditures of $16 billion to $20 billion in 2026 and the need to secure sufficient GPUs and power capacity. While the optimistic scenario suggests robust AI demand and attractive returns, a slowdown could lead to financial strain and a declining stock price. Investors are advised to consider other stocks recommended by analysts.

nasdaq

Nebius

Tradr 2X Long NBIS Daily ETF

GraniteShares 2x Long NBIS Daily ETF

Global X Thematic Growth ETF

Where Will Nebius Group Be in 5 Years?

Is Equifax Stock Underperforming the S&P 500?

Barchart Option

Equifax

Is Equifax Stock Underperforming the S&P 500?

Oracle's shares rose after beating fiscal Q3 expectations, but concerns about restructuring costs and potential layoffs have emerged. Analyst Rishi Jaluria from RBC Capital noted a $500 million increase in restructuring expenses, suggesting job cuts may follow. Despite these risks, analysts maintain a Strong Buy rating for ORCL, with a price target indicating over 55% upside. Oracle's Q3 earnings were $1.79 per share, exceeding estimates, and revenue grew 22% year-over-year. However, the stock has declined 16% year-to-date, raising questions about its short-term performance amid restructuring efforts.

Tip Ranks

Oracle

Defiance Daily Target 2X Long ORCL ETF

Oracle's 'Restructuring Is Code for Layoffs,' Analyst Warns — Can ORCL Stock Keep Rising?

NXTG

Dell Technologies' stock surged 60% as its equity valuation increased by 62% over the past year, driven by a shift towards AI infrastructure. The company reported Q4 revenue of $33.4 billion, surpassing estimates, and a non-GAAP EPS of $3.89. A record backlog of AI servers worth $43 billion signals strong demand. For fiscal 2027, Dell forecasts revenues between $34.7 billion and $35.7 billion, indicating a 51% year-over-year increase, with significant growth expected in AI server sales. Despite potential risks, the outlook remains bullish for Dell's AI initiatives.

TECHi

First Trust Index NextG ETF

Dell Tech

First Trust Nasdaq Food & Semicon

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long DELL Daily ETF

Invesco S&P 500 Equal Weight Tech ETF

Dell Stock Surges 60%: AI Server Backlog Hits Record $43B

DSGN

DSGX

Connor Clark & Lunn Investment Management Ltd. has reduced its stake in The Descartes Systems Group Inc. (NASDAQ: DSGX) by 44.6% in Q3, now holding 846,414 shares valued at approximately $79.68 million. Other institutional investors have also adjusted their positions, with Goldman Sachs increasing its stake by 35.1%. Analysts have mixed ratings on the stock, with a consensus target price of $114.20. The stock is currently trading at $69.10, down 1.3%.

Design Therapeutics

Descartes

The Descartes Systems Group Inc. $DSGX Stock Position Lowered by Connor Clark & Lunn Investment Management Ltd.

GOOGL

GOOG

Connor Clark & Lunn Investment Management Ltd. increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 16.6% in Q3, now holding 1,346,100 shares valued at $327.8 million. Other institutional investors also adjusted their positions, with Tradewinds LLC increasing its stake by 2,134.8%. Alphabet's recent strategic moves include a $32 billion acquisition of Wiz and partnerships to enhance its AI capabilities. However, analysts express caution over rising competition in AI and market conditions, advising that it may be premature to buy the dip in GOOG stock.

- Connor Clark & Lunn Investment Management Ltd. increased its Alphabet Inc. holdings by 16.6% in Q3, owning 1,346,100 shares worth approximately $327.8 million.  
- Several other institutional investors also adjusted their stakes, with Tradewinds LLC significantly increasing its position by 2,134.8%.  
- Alphabet's recent acquisition of cybersecurity firm Wiz for $32 billion and growth in revenue indicate positive momentum, despite competitive pressures in the AI sector.

Alphabet

Alphabet - C

Roundhill GOOGL WeeklyPay ETF

Direxion Daily GOOGL Bull 2X Shares

Direxion Daily Googl Bear 1x Shares

Connor Clark & Lunn Investment Management Ltd. Grows Stock Position in Alphabet Inc. $GOOG

Lumen Technologies (NYSE:LUMN) has completed the first phase of its turnaround, divesting legacy assets to AT&T and achieving a more stable balance sheet. The company is repositioning as a data supply chain partner for AI, leveraging its long-haul fiber network. Despite a 9.7% annual revenue decline over the past five years, Lumen's focus on high-bandwidth, AI-related contracts may attract investors. Key risks include ongoing losses and heavy debt, while management reports improved cash flow visibility. Future performance will depend on replacing legacy revenue with new contracts and managing competitive pressures.

Simplywall

Comm Servcies Select Sector SPDR

iShares US Telecommunications

VGtelecomm

Lumen Tech

SPDR S&P Telecom

ISHRS S&P Glb Telco

Lumen Recasts Fiber Network As AI Data Supply Chain After Turnaround

Descartes Systems Group Inc (DSGX) reported an increase in full-year earnings, totaling $163.77 million, or $1.87 per share, compared to $143.27 million, or $1.64 per share, last year. Revenue rose by 12.0% to $728.99 million from $651.00 million in the previous year. Key figures include earnings of $163.77 million, EPS of $1.87, and revenue of $728.99 million.

Descartes Systems Group Inc Full Year Income Advances

In February, the U.S. CPI increased by 2.8% year-on-year, while the core CPI rose by 3.11%, slightly below expectations. Market attention is shifting to the upcoming Federal Reserve meeting, where it is expected to maintain interest rates. International oil prices have risen due to the closure of key shipping routes, which may affect future CPI growth rates. Although expectations for interest rate cuts have been adjusted in the short term, the overall trend remains unchanged, with cuts expected to begin in June. Investors should pay attention to the recovery opportunities in the Hong Kong stock technology sector

- On March 11, the U.S. February CPI data was released, showing a year-on-year increase of 2.8%, slightly below market expectations.  
- Concerns over rising international oil prices due to key route closures may impact March and April CPI figures, with expectations of the Federal Reserve maintaining current rates in March but potentially lowering rates twice later in the year.  
- The Fed's decisions could influence emerging markets, particularly Hong Kong's stock market, which has shown signs of stabilization despite recent declines in tech sectors.

腾讯新闻 - 财经

U.S. February inflation shows moderate performance, and the Federal Reserve may hold steady in the March interest rate meeting

BRZE

Braze (BRZE) has faced significant stock price volatility, with a 46.1% decline over the past three months and a 47.1% drop over the past year. Currently trading at $18.84, it is considered undervalued compared to a fair value estimate of $46.70. The recent acquisition of OfferFit is expected to enhance Braze's AI capabilities and drive revenue growth. However, the success of this integration and external market factors pose risks. Investors are encouraged to review the full analysis and consider both potential rewards and risks before making decisions.

Braze

Assessing Braze (BRZE) Valuation After Share Price Volatility And OfferFit Acquisition

Aurora Mobile Limited Announces Fourth Quarter and Fiscal Year 2025 Unaudited Financial Results | JG Stock News

StockTitan

Aurora Mobile

Aurora Mobile Limited Announces Fourth Quarter and Fiscal Year 2025 Unaudited Financial Results | JG Stock News

Franklin Exponential Data ETF(XDAT.US)

Xunlei's net profit in 2025 is expected to be USD 1.048 billion

Nvidia invests US$2 billion in AI cloud firm Nebius

Hyperscale Data estimates total assets of USD 314 million and net assets per share of USD 0.33 as of Feb. 28, 2026

Korea Investment CORP Boosts Holdings in KANZHUN LIMITED Sponsored ADR $BZ

NBC CITING SOURCES: TRUMP IS EXPLORING MEASURES THAT COULD HELP EASE THE SURGE IN PRICES, INCLUDING RESTRICTIONS ON U.S. EXPORTS