Trump’s Copper Tariffs Might Be Coming Sooner Than You Expect
https://think.ing.com/articles/trumps-copper-tariffs-might-be-coming-sooner-than-you-expect/
Bloomingdale’s merchant jumps to Macy’s to lead children’s, men’s
https://www.retaildive.com/news/bloomingdales-merchant-macys-children-mens/743418/
5 Things to Know Before the Stock Market Opens
https://finance.yahoo.com/news/5-things-know-stock-market-115920556.html
KKR Founders Help Drive Its Quest to Become a ‘Mini Berkshire’
https://finance.yahoo.com/news/kkr-founders-help-drive-quest-120000735.html
Four AI stocks to buy now and hold, says the manager of a five-star, $58B global fund
https://finance.yahoo.com/news/four-ai-stocks-buy-now-120100011.html
CSW Industrials to acquire HVAC manufacturer for $313.5M
https://www.manufacturingdive.com/news/CSW-Industrials-acquire-313-million-hvac-manufacturer-aspen-manufacturing/743383/
East West Bancorp: Not Ready To Pull The Trigger On An Upgrade Right Now
https://seekingalpha.com/article/4770652-east-west-bancorp-not-ready-to-pull-the-trigger-on-an-upgrade-right-now
Why Shares in Vertiv Crashed Today
Shares in data center equipment maker Vertiv Holdings (NYSE: VRT) tumbled more than 11% by 3 p.m. today. The decline comes after a general sell-off in the AI/data center sector following the news that the U.S. is banning 80 companies, including many in China, from buying U.S. technology. They include customers of Vertiv’s partner Nvidia. As such, the whole sector sold off today.In addition, some analysts have a more negative outlook on Vertiv. An analyst at Barclays reduced the company’s price target on Vertiv to $100 from $111 and maintained an “equal weight" recommendation, citing potential pressure on revenue and margin. In addition, a TD Cowen analyst believes that since data center demand has increased, hyperscalers could be redesigning data centers in response, leading to a slowdown in near-term orders for Vertiv’s power and thermal management equipment. Continue readinghttps://www.fool.com/investing/2025/03/26/why-shares-in-vertiv-crashed-today/
Stagflation fears are rising. Here’s why one firm says it’s an unlikely outcome for the economy.
“Energy price shocks tend to drive upside inflation shocks and right now, we don’t have anything close to that," Sonu Varghese said.
Aehr Test Systems: Full-Year Guidance Reduction Ahead – Sell
https://seekingalpha.com/article/4770651-aehr-test-systems-full-year-guidance-reduction-ahead-sell