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And there are good reasons why.Wall Street is also holding firm to its end-of-year price targets for the S&P 500, with a consensus of around 7700 points, suggesting at least a 20% gain from current levels.\"While the probability of recession in the U.S. remains low, the chances could rise to around 15% if crude oil prices remain at $100 per barrel, and to around 30% if prices reach $150 a barrel,\" said Jason Pride and Michael Reynolds at 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Infrastructure Wars Are Officially Here — Nvidia's $2B Nebius Push Just Turned Up the Heat","url":"https://stock-news.laohu8.com/highlight/detail?id=2623257073","media":"Benzinga","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623257073?lang=en_us&edition=fundamental","pubTime":"2026-03-31 03:31","pubTimestamp":1774899060,"startTime":"0","endTime":"0","summary":"The partnership will support Nebius in deploying more than 5 gigawatts of Nvidia-powered capacity by the end of 2030, the companies said in a March 11 statement.\"AI is at another inflection point — agentic AI, driving incredible compute demand and accelerating infrastructure buildout,\" Nvidia CEO Jensen Huang said in the statement.Nvidia and Nebius said in the March 11 statement that the partnership deepens ties across the full AI technology stack and will include collaboration on factory design, inference software, infrastructure deployment and fleet management. Nebius will also get early access to Nvidia systems as it builds out capacity.The companies will also create an inference and agentic AI stack for developers and enterprises, along with fleet health tools focused on GPU monitoring and software recommendations.Nvidia said Dynamo is designed to orchestrate GPU and memory resources across clusters for inference at scale. The company also said Dynamo boosted inference performance 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stocks are 'the place to be' if you want serious AI growth, says BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=2623325916","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623325916?lang=en_us&edition=fundamental","pubTime":"2026-03-31 03:08","pubTimestamp":1774897680,"startTime":"0","endTime":"0","summary":"Analysts like the strong multiyear growth potential that chip-equipment companies may hold. Wall Street analysts named Applied Materials as a top pick among chip-equipment names.As some corners of the artificial-intelligence trade lose steam, analysts see further promise in chip-equipment stocks, which have been standout gainers so far this year.Semiconductor-equipment makers are seen as major beneficiaries of AI demand as hyperscale cloud providers look to spend even more money on compute. Momentum is expected to continue through next year, which is one reason why some analysts are so upbeat.Lam Research , KLA  and Applied Materials  have all pointed to \"an unusually robust environment\" for wafer-fab equipment this year, Bank of America analyst Vivek Arya said. Their revenue guidance reflects a minimum expectation for high-teens growth rates, though growth could actually top 20%, he wrote in a Sunday note. 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Holdings PLC Stock (ARM) Moved Down by 10.82% on Mar 30: Key Drivers Unveiled","url":"https://stock-news.laohu8.com/highlight/detail?id=2623873325","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623873325?lang=en_us&edition=fundamental","pubTime":"2026-03-31 02:15","pubTimestamp":1774894544,"startTime":"0","endTime":"0","summary":"• ARM stock declined after significant gains, partnership, and new CPU announcement.\n• High valuation and execution risks contributed to the intraday price drop.\n• Technical indicators suggest mixed signals: buy, neutral, and 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To Trade SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, TSLA Using Technical Analysis","url":"https://stock-news.laohu8.com/highlight/detail?id=2623332389","media":"Benzinga_recent_news","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623332389?lang=en_us&edition=fundamental","pubTime":"2026-03-31 01:40","pubTimestamp":1774892400,"startTime":"0","endTime":"0","summary":"Treasury activity continues with the 3 and 6 Month Bill Auction, followed later by Agricultural Prices data at 3:00PM ET. At 4:00PM ET, New York Fed President John Williams participates in a conversation event, which may also influence late day sentiment. With lighter data but key Fed speakers on deck, markets may remain headline driven with continued volatility as traders position for the week ahead.Now, we will discuss SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA.SPY is currently trading around 638.25 as markets begin a busy week following recent downside pressure and continued macro uncertainty. If buyers defend this level early in the session, a move toward 642.75 may develop, followed by 647.50 if momentum builds into the afternoon. Sustained strength above 652.00 would suggest a broader relief rally attempt as positioning resets.If SPY loses 638.25 with conviction, sellers may press into 634.50. A breakdown there could expose 630.75, and continued weakness may bring the 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traders moderately bearish in NVIDIA with shares down 0.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2623734001","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623734001?lang=en_us&edition=fundamental","pubTime":"2026-03-31 01:17","pubTimestamp":1774891021,"startTime":"0","endTime":"0","summary":"Option traders moderately bearish in NVIDIA (NVDA), with shares down $1.17 near $166.35. Options volume roughly in line with average with 1.96m 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Corp Stock (APH) Moved Down by 3.23% on Mar 30: Key Drivers Unveiled","url":"https://stock-news.laohu8.com/highlight/detail?id=2623328858","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623328858?lang=en_us&edition=fundamental","pubTime":"2026-03-31 01:15","pubTimestamp":1774890952,"startTime":"0","endTime":"0","summary":"• Amphenol stock declined due to financial outlook, insider selling, analyst changes.\n• CEO Richard Norwitt sold over 500,000 shares in February 2026.\n• Analyst concerns exist regarding customer AI systems and potential product 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Instruments Inc Stock (TXN) Moved Down by 3.07% on Mar 30: Drivers Behind the Movement","url":"https://stock-news.laohu8.com/highlight/detail?id=2623328832","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623328832?lang=en_us&edition=fundamental","pubTime":"2026-03-31 01:15","pubTimestamp":1774890942,"startTime":"0","endTime":"0","summary":"• Texas Instruments missed earnings and revenue estimates.\n• Analyst sentiment shifted to a predominant \"Hold\" rating.\n• Significant insider selling and mixed institutional activity 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Stock Is Ready for Agentic AI. Wall Street May Miss It. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2623455347","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623455347?lang=en_us&edition=fundamental","pubTime":"2026-03-31 00:31","pubTimestamp":1774888260,"startTime":"0","endTime":"0","summary":"The AI revolution is picking up steam again -- and Wall Street may miss buying opportunities amid its focus on the Iran war, one seasoned investor warns. Case in point is Marvell Technology.Marvell is an AI infrastructure provider that supports agentic artificial intelligence, a type of AI that gained traction earlier this year with the viral success of OpenClaw. Unlike a standard chatbot, OpenClaw runs on a user's machine -- executing tasks like controlling a browser and interacting with messaging apps.Evidently, Marvell has its supporters on Wall Street. But OpenClaw's momentum is a sign the agentic AI era has moved \"from concept to operational reality,\" according to Jordi Visser, head of AI research for 22V Research, a New York-based firm. For Marvell, \"that transition represents a catalyst that investors still appear to be materially underestimating.\". For Visser, Marvell faces a perfect storm of conditions -- the rise of OpenClaw, earnings acceleration, and the coming release of 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Valuation Plummets to Seven-Year Low Amid Middle East Conflict and AI Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=1116597842","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1116597842?lang=en_us&edition=fundamental","pubTime":"2026-03-31 00:00","pubTimestamp":1774886422,"startTime":"0","endTime":"0","summary":"Global markets are facing dual pressures from escalating Middle East conflicts and growing uncertainties surrounding artificial intelligence prospects. 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Nvidia To Microsoft, Magnificent Seven Stocks Are In Ruins Except For One — Time To Buy The Dip?","url":"https://stock-news.laohu8.com/highlight/detail?id=2623342403","media":"Benzinga_recent_news","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623342403?lang=en_us&edition=fundamental","pubTime":"2026-03-30 23:52","pubTimestamp":1774885920,"startTime":"0","endTime":"0","summary":"Six of the Magnificent Seven stocks have entered bear market territory as Trump's Iran war crushes tech 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Corp Stock (KLAC) Moved Down by 4.39% on Mar 30: What Signal Does It Send?","url":"https://stock-news.laohu8.com/highlight/detail?id=2623344363","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2623344363?lang=en_us&edition=fundamental","pubTime":"2026-03-30 23:15","pubTimestamp":1774883744,"startTime":"0","endTime":"0","summary":"• KLA Corp stock declined amid market sentiment, institutional selling, and valuation concerns.\n• Company-specific risks include market share, supply constraints, and China exposure.\n• Positive KLA news, including buybacks, was outweighed by market 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