SPDR S&P Software

Riot Platforms Fully Owns Rockdale Data Center and Signs 10-Year Lease Agreement with AMD

Clear Secure CEO Sells Company's Common Stock

NHTSA to hold a national forum on autonomous vehicle safety

Aurora Innovation CEO Announces Plan to Expand Autonomous Truck Fleet to Hundreds by End of 2026

US Grid Regulator Opposes TeraWulf's Power Plant Acquisition

Description of WULF Options Market Trading Volume

Charter Communications Expands California CALNET Contract Services and Provides Fiber Connectivity

Aurora Innovation Board Changes Spark Stock Volatility

Riot Platforms released FY2025 Q4 earnings on March 2 After-Market EST: Actual Revenue USD 152.83M (Forecast USD 158.05M), Actual EPS USD -1.9868 (Forecast USD -0.2926)

Riot Platforms released FY2025 earnings on March 2 After-Market EST, actual revenue USD 647.44 M (forecast USD 658.34 M), actual EPS USD -1.95 (forecast USD -0.2619)

Starboard Value Evaluates Riot Platforms' New Focus at Up to $21 Billion

Needham Raises CLEAR Secure Target Price to $60

CLEAR Launches Redesigned App to Enhance Travel Experience

TeraWulf Discloses New Risks in Fluidstack Joint Venture

Terawulf released FY2025 Q4 earnings on February 26 After-Market EST, actual revenue USD 35.84 M (forecast USD 44.1 M), actual EPS USD -0.3023 (forecast USD -0.1433)

Onestream released FY2025 Q4 earnings on February 26 After-Market EST, actual revenue USD 163.73 M (forecast USD 157.28 M), actual EPS USD 0.0046 (forecast USD -0.0752)

Terawulf released FY2025 annual earnings on February 26 After-Market EST, actual revenue USD 168.46 M (forecast USD 175.58 M), actual EPS USD -1.6634 (forecast USD -1.4955)

Onestream released FY2025 Annual Earnings on February 26 After-Market EST, actual revenue USD 601.93 M (forecast USD 594.75 M), actual EPS USD -0.28 (forecast USD -0.3837)

Hut 8 Mining released FY2025 Q4 earnings on February 25 Pre-Market (EST), actual revenue USD 88.49 M (forecast USD 95.56 M), actual EPS USD -2.5757 (forecast USD -0.1566)

Hut 8 Mining released FY2025 earnings on February 25 Pre-Market (EST), actual revenue USD 235.12 M (forecast USD 242.21 M), actual EPS USD -2.1431 (forecast USD 0.2972)

Peraso

QUARTZSEA ACQUISITION CORP ORD USD0.0001 (18/02/2030) (S/R)

Decent

Edesa Biotech

Cre8 Enterprise - CL

AN2 Therapeutics

Day One Biopharmaceuticals

Epsium Enterprise

Silynxcom

Aptera Motors - B

Pinned News

置顶新闻

The Artificial Intelligence (AI) Stock That Smart Money Is Buying This March

NVDA

NVDY

SOXL

NVDU

SOXX

NVDL

NVDX

07788

07388

NVDD

NVDQ

Nvidia (NVDA) is the leading AI stock, with a market cap of $4.3 trillion and a 22,000% increase over the past decade. The company dominates the discrete GPU market, controlling over 90%, and is expected to maintain strong growth with projected revenue and EPS CAGRs of 36% and 37% from fiscal 2026 to 2029. Despite competition and export restrictions, Nvidia's investments in AI companies and proprietary services solidify its position as a key player in the expanding AI market, making it a favorable choice for long-term investors.

- Nvidia, the leading producer of discrete GPUs, remains a top choice for investors as its chips are essential for AI development.  
- Despite significant competition and export challenges, analysts predict strong revenue and earnings growth, supported by substantial share repurchases and a dominant market position.  
- With its first-mover advantage and strategic partnerships, Nvidia is well-positioned to benefit from the expanding AI market in the coming years.

Motley Fool

NVIDIA

YieldMax NVDA Option Income Strategy ETF

VanEck Semiconductor ETF

Direxion Semicon Bull 3X

Direxion Daily NVDA Bull 2X Shares

Spdr Select Tech

iShares Semiconductor ETF

GraniteShares 2x Long NVDA Daily ETF

iShares Expanded Tech Software Sector ETF

T-Rex 2X Long NVIDIA Daily Target ETF

XL2CSOPNVDA

XI2CSOPNVDA

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

FTNT

Fortinet reported strong Q4 results, exceeding revenue and earnings expectations, and provided an optimistic billings outlook for fiscal 2026, driven by its Secure Access Service Edge (SASE) offerings. The stock closed at $83.67, with a 7.4% year-to-date gain. Key takeaways include a 13% billings growth outlook for 2026, easing short interest, and increased institutional investment, indicating positive market sentiment. However, challenges remain from competition and reliance on hardware refresh cycles. Investors should monitor SASE contributions and management updates at the March 10 investor briefing.

Simplywall

Fortinet

Fortinet Q4 Beat And SASE Momentum Reshape 2026 Growth Story

Connamara Systems has announced a new Plugin Framework for ConnCentric, enhancing its capital markets integration platform. This update introduces advanced ETL functionality and a flexible plugin ecosystem, allowing firms to customize connectivity workflows without altering core services. The framework features a Java-based SDK that enables real-time message transformation, bridging modern and legacy systems, and developing custom connectors. This enhancement aims to strengthen ConnCentric's role as a resilient connectivity layer in the financial industry. The Plugin Framework is available immediately.

prnewswire

Proshares Big Data Refiners ETF

09:00 ETConnamara Systems Enhances ConnCentric with Extensible ETL and Flexible Plugin Framework

CLOU

MSFT

OpenAI

The AI programming tool unicorn Cursor held a "wartime mobilization" all-hands meeting in January this year. Due to the leap in AI model programming capabilities, developers can directly issue commands to the intelligent agents, fundamentally shaking the core logic of its "human-machine collaborative editor." Cursor is breaking through along two paths: developing its own proprietary programming model to reduce costs and accelerating its transformation towards the enterprise market, betting on the future of multi-agent collaboration platforms

- The AI programming tool Cursor faces a critical strategic transformation due to advancements in AI model capabilities, allowing developers to issue high-level commands to autonomous agents without human oversight.  
- Initially thriving, Cursor's revenue skyrocketed, but it must now shift from consumer subscriptions to enterprise contracts and develop proprietary programming models to maintain its market position.  
- As competitors like Anthropic quickly evolve, Cursor's future hinges on effectively executing this transition to multi-agent collaborative platforms while addressing key technological challenges.

Wallstreetcn

Global X Cloud Computing ETF

Microsoft

ISHRS S&P Glb It

In January this year, the "AI programming star" Cursor, which is "full of glory," discovered that the market may be gone

SMSI

Smith Micro (SMSI) has revealed a significant risk regarding its Convertible Notes, which could lead to increased interest rates and cash redemption demands from note holders in the event of default. If the company cannot meet these obligations, it may face foreclosure on key assets, potentially forcing it to sell core assets or shut down operations. The average stock price target for SMSI is $3.00, indicating a potential upside of 360.19%.

Tip Ranks

Smith Micro Software

Default Risks on Convertible Notes Could Force Smith Micro to Sell Core Assets or Shut Down Operations

FTXL

Dell Technologies experienced significant insider selling on March 6, 2026, with Directors SLTA V (GP), L.L.C. and SLTA IV (GP), L.L.C. each selling 514,417 shares, totaling $151,061,554. This follows a strong Q4 and FY26 report, driven by AI server demand and a $43B AI backlog. Analysts maintain an Outperform rating on DELL, citing strong earnings guidance and AI momentum, but caution against balance-sheet risks and cash-flow inconsistency. Dell's current market cap is $97.1B, with a year-to-date price performance of 16.91%.

First Trust Nasdaq Food & Semicon

Invesco Semiconductors ETF

Invesco S&P 500 Equal Weight Tech ETF

SPDR S&P Semicon

Dell Tech

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long DELL Daily ETF

Massive Insider Moves Rock Dell Technologies as Directors Unload a Huge Stake

SRVR

GOOG

XDAT

DTCR

IDGT

The CEO of Alphabet, Google's parent company, has been awarded the "bet performance unit" for Waymo and Wing

Pacer Data & Infrastructure Real Estate ETF

Alphabet - C

Franklin Exponential Data ETF

First Trust Index NextG ETF

Alphabet

Direxion Daily GOOGL Bull 2X Shares

Global X Internet

Roundhill GOOGL WeeklyPay ETF

Global X Data Center & Dgtl Infrs ETF

iShares US Digital Infrastructure and Real Estate ETF

INTU

Blair William & Co. IL reduced its stake in Intuit Inc. (NASDAQ:INTU) by 2.0% in Q3, now holding 250,286 shares valued at $170.9 million. Other hedge funds have also adjusted their positions, with Tortoise Investment Management increasing its stake by 540%. Intuit's recent positive earnings report and AI partnership have boosted investor sentiment, despite some analysts trimming price targets. The stock has seen significant price movements, raising questions about its sustainability and potential profit-taking risks.

Market Beat

Intuit

Blair William & Co. IL Cuts Position in Intuit Inc. $INTU

Blair William & Co. IL reduced its stake in Aon plc by 6.7% in Q3, selling 38,214 shares, leaving them with 529,773 shares valued at approximately $188.9 million. Other institutional investors, including Norges Bank and Vanguard Group, also adjusted their positions in Aon. The stock opened at $340.49, with a market cap of $72.95 billion. Aon reported Q1 earnings of $4.85 per share, exceeding estimates, and announced a quarterly dividend of $0.745. Insider trading included a purchase by Director Lester B. Knight and a sale by General Counsel Darren Zeidel.

Blair William & Co. IL Sells 38,214 Shares of Aon plc $AON

AIYY

Claude's daily active users and app installs are increasing following Anthropic's refusal to allow the Pentagon to use its AI for surveillance. As a result, Claude's mobile app downloads surpassed ChatGPT's, with 149,000 daily downloads compared to ChatGPT's 124,000. Daily active users rose to 11.3 million, a 183% increase since the start of the year. Claude's web traffic also grew by 43% month-over-month in February. Anthropic reports over 1 million daily sign-ups, making Claude the top app in the U.S. App Store and in 15 other countries.

- Claude's daily active users on mobile devices increased significantly, reaching 11.3 million by March 2, up 183% since the year's start, with 149,000 daily downloads surpassing ChatGPT's 124,000.  
- This growth follows Anthropic CEO Dario Amodei's refusal to allow the government to use its AI for surveillance, which appears to have attracted consumer support.  
- Despite Claude's rise, it still trails ChatGPT, which reported 250.5 million daily active users, although Claude's app became the No. 1 in the U.S. App Store and 15 other countries.

TechCrunch

YieldMax AI Option Income Strategy ETF

C3.AI

Claude’s consumer growth surge continues after Pentagon deal debacle

OpenAI has launched a beta version of the ChatGPT Excel plugin, aimed at enhancing workflows for finance professionals. The plugin utilizes the latest GPT-5.4 model, allowing users to build and update models in Excel through natural language commands, conduct data analysis, and generate reports. New features include auditing capabilities that can track formula logic and explain data changes. The plugin also integrates financial data from FactSet, helping users reduce manual operations. Data from ChatGPT Enterprise users will not be used for model training. The plugin is now available to users in the United States, Canada, and Australia

Stheadline

Factset Research

ChatGPT launches Excel plugin with auditing features to enhance financial professional workflows

517770

MCHI

KWEB

EMQQ

03033

On March 6th, Tencent Sogou Input Method announced the upgrade and release of a new AI version for the computer platform, enhancing three major features: AI voice, AI typing, and AI writing assistance, with an overall improvement in voice recognition accuracy of over 10%. Currently, the daily average usage of voice input for Sogou Input Method has approached 2 billion times

36Kr

AXA SPDB CSI Hugangshen Game and Culture Media ETF

iShares MSCI China

Krne Csi China Internet

Emerging Markets Internet ETF

CSOP HS TECH

Tencent

Tencent Holdings Limited

TENCENT

Tencent Sogou Input Method released a new AI version for the computer, with AI voice accuracy improved by over 10%

TCTZF

TCEHY

Tencent Cloud announced the launch of OpenClaw rapid deployment service, based on lightweight application server (Lighthouse), integrating enterprise-level permission management, security auditing, and channel integration functions, providing "out-of-the-box" Claw services

Tencent announces free installation of OpenClaw

WISA

STAI

DVLT

Wisr AI Systems Launches $800,000 Private Placement to Fund AI Platform Growth

WiSA Tech

Scantech AI

Datavault AI

Wisr AI Systems Launches $800,000 Private Placement to Fund AI Platform Growth

Meta Platforms Hires Atma Sciences Engineers, Acquires Software License

marketscreener

GraniteShares 2x Long META Daily ETF

Meta Platforms

Roundhill META WeeklyPay ETF

ISHRS S&P Glb Telco

Fidelity MSCI Telco Svc Index

First Trust DJ Internet Fd

Direxion Daily Meta Bull 2x Shares

Comm Servcies Select Sector SPDR

Meta Platforms Hires Atma Sciences Engineers, Acquires Software License

Benzinga's options scanner identified over 16 transactions on Fortinet (NASDAQ:FTNT) valued at $540,480, with a focus on a price range of $80.0 to $86.0. Recent trading shows a mix of bullish and bearish sentiments, with significant options activity noted. Fortinet's stock is currently priced at $81.66, up 1.23%. Analysts have set an average price target of $88.8, with ratings ranging from Buy to Underweight. Options trading presents higher risks but also greater profit potential for traders.

benzinga_article

Smart Money Is Betting Big In FTNT Options

The great minds at the top. How can we even begin to think like they do? Very smart, very gifted.

YieldMax MSFT Option Income Strategy ETF

T-Rex 2X Long Microsoft Daily Target ETF

Direxion Daily MSFT Bear 1x Shares

GraniteShares 2x Long MSFT Daily ETF

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Kurv Yield Premium Strategy Microsoft MSFT ETF

Microsoft has partnered with SpaceX's Starlink to enhance global internet connectivity, particularly in Kenya, where they aim to connect 450 community hubs. This collaboration is expected to increase demand for Starlink, which has contracts with the Defense Department and NASA. The partnership reflects Microsoft's ongoing efforts to integrate technology and expand internet access, having already reached over 299 million people since 2022. Elon Musk's involvement in this initiative comes amid his legal disputes with OpenAI, which he co-founded.

- Microsoft announced a collaboration with SpaceX's Starlink to enhance global internet connectivity, aiming to connect 450 community hubs in Kenya.  
- This move reflects Microsoft's strategy to integrate low-Earth orbit satellite technology into its operations, coinciding with Elon Musk's ongoing legal battle against OpenAI regarding substantial financial claims.  
- Microsoft's previous efforts had successfully expanded internet access to over 299 million people, demonstrating its commitment to technology-driven connectivity initiatives.

CNBC

Microsoft and SpaceX's Starlink partner on global community internet effort

It is scary. The scale of the borrowing...What if their bets don't pan out?

Currencyshares British Pound Trust

Alphabet's issuance of a rare 100-year sterling bond, part of a $20 billion borrowing drive, reflects a trend of increasing corporate debt to fund AI infrastructure. The bond attracted nearly 10 times the orders for its £1 billion sale, indicating strong demand from institutional investors. Analysts express concerns about the frothy market conditions and the long-term viability of such debt, especially as tech giants ramp up spending. The bond diversifies Alphabet's lender base, tapping into insurance and pension fund demand, while raising questions about the sustainability of AI-driven growth.

- Alphabet's issuance of a rare 100-year sterling bond signals late-cycle exuberance in the credit markets as tech firms increase borrowing to fund extensive infrastructure projects, including AI.  
- This bond is part of a broader $20 billion multi-currency borrowing initiative and attracted nearly 10 times the orders for its £1 billion sale, reflecting strong demand from institutional investors.  
- Strategists caution that this bond issuance symbolizes market froth, as the tech sector's debt is predicted to surge, raising concerns over long-term demand and potential risks amidst rapid technological changes.

Why Alphabet’s 100-year sterling bond is raising new fears over debt-fuelled AI arms race

SPDR S&P Software(XSW.US)

The Artificial Intelligence (AI) Stock That Smart Money Is Buying This March

Fortinet Q4 Beat And SASE Momentum Reshape 2026 Growth Story

09:00 ETConnamara Systems Enhances ConnCentric with Extensible ETL and Flexible Plugin Framework

In January this year, the "AI programming star" Cursor, which is "full of glory," discovered that the market may be gone

Default Risks on Convertible Notes Could Force Smith Micro to Sell Core Assets or Shut Down Operations