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Nvidia Says the "Inflection Point of Inference" Has Arrived. Here Are 2 AI Stocks to Buy for 2026.
Key PointsNvidia CEO Jensen Huang sees demand for AI inference surging.Microsoft has built its business to deliver, and profit from, high volumes of AI usage across its services.Broadcom's AI revenue is exploding, as leading AI companies use its custom accelerators for AI inference workloads.10 stoc...The Motley Fool
Thu, Mar 26
ROI-Why gold and defense stocks sold off as war broke out: Helen Jewell
By Helen JewellLONDON, March 26 (Reuters) - Geopolitical shocks often don't move markets the way intuition says they should, as investors raise cash first and ask questions later. For investors who understand this phenomenon, that's not a problem. It's an opportunity.In the four days aft...Reuters
Thu, Mar 26
LIVE MARKETS-Hope and Hormuz
Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com HOPE AND HORMUZThe contrasting messaging from Iran and the U.S. around a possible ceasefire in the Gulf has left investors relucta...Reuters
Thu, Mar 26
3690 HK: Triple Squeeze—Will Core Delivery Stay on Its Knees? ---
After the Mar 26 HK close, the last key name in the Hang Seng Tech 'food-delivery cohort' — $MEITUAN(03690.HK) — released Q4 FY25 results. The company had already issued a profit warning, so losses at Core Local Commerce and at the group level were largely flagged, and the print broadly matched guid...Dolphin Research
Thu, Mar 26
Bank of America Says the Tech Sell-Off Doesn't Make Any Sense. Here's Why I Agree.
Key PointsThroughout 2026, growth investors have been rotating capital away from technology stocks. At the heart of this panic-driven selling is fear over AI's impact on legacy software models as well as potentially unsustainable infrastructure budgets.Bank of America's contrarian view says artifici...The Motley Fool
Thu, Mar 26
GLOBAL MARKETS-Stocks slide, oil gains with Mideast ceasefire prospects centre stage
Investors wary as Iran reviews US proposalStocks and gold slip while oil advancesMarkets worried about energy price shocksBy Ankur Banerjee SINGAPORE, March 26 (Reuters) - Asian stocks slid in choppy trading while the oil rose on Thursday as investors treaded cautiously amid the dizzying pace of ...Reuters
Thu, Mar 26
The Smartest Dividend Stock to Buy With $5,000 Right Now
Key PointsClorox suffered after the pandemic with slowing sales and a painful transition to a new CRM system.The drop has made the dividend yield and valuation increasingly compelling.10 stocks we like better than Clorox › Amid conflict in the Middle East, investors face deep uncertainty. Such condi...The Motley Fool
Thu, Mar 26
South African Markets -Factors to watch on March 26
JOHANNESBURG, March 26 (Reuters) - The following scheduled economic events, company announcements, equity and currency market moves may affect South African markets on Thursday.ECONOMIC EVENTSSouth African Reserve Bank interest rate decision ZAREPO=ECI February producer price index ZAPPIY=ECI COMPAN...Reuters
Thu, Mar 26
The House Always Wins: How Palantir Is Teaming Up With Polymarket to Prevent Fraud on the Prediction Market Platform
Key PointsWhile prediction markets have exploded in popularity, these platforms are used in numerous fraud schemes. Palantir will leverage artificial intelligence (AI) to help strengthen Polymarket's surveillance and compliance. The deal could open the door to a larger opportunity for Palantir withi...The Motley Fool
Thu, Mar 26
MORNING BID EUROPE-Hope and Hormuz
A look at the day ahead in European and global markets from Ankur BanerjeeThe contrasting messaging from Iran and the U.S. around a possible ceasefire in the Gulf has left investors reluctant to place major bets as cautious optimism around an end to the conflict meets the sobering reality of elevate...Reuters
Thu, Mar 26
UK Stocks-Factors to watch on March 26
March 26 (Reuters) - Britain's FTSE 100 .FTSE index is seen opening lower on Thursday, with futures FFIc1 down 0.22%. ANGLO AMERICAN: Anglo American AAL.L and Chile's Codelco have received a green light from the South American nation's antitrust regulator for the Andina-Los Bronces p...Reuters
Thu, Mar 26
China Mobile: Tax Revamp Hit, Div. Still Intact?
China Mobile (00941.HK/600941.SH) released its FY25 annual results and Q4 2025 earnings (to Dec 2025) after the Hong Kong close on Mar 26, 2026 (Beijing time). Key takeaways below:1) Ops: revenue edged up; operating profit trended higher. $CHINA MOBILE(00941.HK) reported Q4 revenue of RMB 255.5bn (+...Dolphin Research
Thu, Mar 26
Agoda Highlights Top Asian Destinations for Work-from-Hotel Holidays
SINGAPORE, March 26, 2026 /PRNewswire/ -- Digital travel platform Agoda has unveiled its curated list of top destinations across Asia to blend work with play. According to Agoda's 2026 Travel Outlook Report, more than one in three (76%) of surveyed business travelers plan to combine business tr...PR Newswire
Thu, Mar 26
BREAKINGVIEWS-How Big Tech's $630 bln AI splurge will fall short
By Karen KwokLONDON, March 26 (Reuters Breakingviews) - For all the hand-wringing in financial markets about an artificial intelligence bubble, investors may be focusing on the wrong risk. The prevailing fear is that technology giants will spend hundreds of billions of dollars on AI infrastructure o...Reuters
Thu, Mar 26
Shares of Western gas exporters reap war windfall as Qatar flows dry up
Venture Global shares surge over 70% amid Iran conflictUS LNG exporters benefit from Asian and European demandQatar's capacity hit, affecting long-term supply dynamicsLNG stocks may face volatility following sharp rallyBy Danilo Masoni MILAN, March 25 (Reuters) - Shares in Western gas supplie...Reuters
Thu, Mar 26
Should You Buy the Dip on Disney Stock?
Key PointsVarious uncertainties have weighed on Disney, including a recent CEO change, as well as the company's streaming strategy.As a result, shares in the media conglomerate have fallen below historic levels, creating opportunity for new and existing investors alike.With expectations set so low, ...The Motley Fool
Thu, Mar 26
China stocks fall as Iran de-escalation uncertainty weighs
By Summer Zhen HONG KONG, March 26 (Reuters) - China and Hong Kong stocks declined on Thursday as investors weighed the prospects of a de-escalation in the Middle East conflict.China's blue-chip CSI300 Index .CSI300 was down 0.47% by the lunch break, while the Shanghai Composite Index .SSEC ...Reuters
Thu, Mar 26
Prediction: Nvidia Stock Could Surge 150% by 2028 -- but Only if This One Thing Happens
Key PointsNvidia needs AI infrastructure spending to continue to increase for the stock to have more upside from here.Nvidia is much more than a GPU company today, which sets it up to see strong growth.10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) stock has the potential to surge 150%...The Motley Fool
Thu, Mar 26
Arm vs. Micron: Which AI Stock Is a Better Buy?
Key PointsArm recently announced it is getting into the silicon business by designing its own artificial intelligence chip, creating a massive new revenue opportunity.Micron's revenue nearly tripled in its most recent quarter, but there are concerns about its long-term sales potential.Even though Mi...The Motley Fool
Thu, Mar 26
