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“Nvidia’s networking business reports $11 billion for the quarter; that number is greater than Cisco’s networking business, almost as big as the full-year estimates.” That’s how @KevinBCook of Zacks Investment Research describes the scale of Nvidia’s fast-growing networking segment, a business that’s becoming central to its AI infrastructure strategy. Reporting by @szkutakrebecca via @TechCrunch. techcrunch.com/2026/03/18/nvi…

"Powell's own words, however, were sobering: 'If we don't see progress on inflation, we won't see a rate cut'," noted Mark Vickery, Senior Market Analyst at Zacks. With geopolitical tensions driving energy prices higher, the Fed is signaling patience. Reporting by @aimeepicchi via @CBSNews. cbsnews.com/news/federal-r…

Which is the harder problem for markets to price right now?

Markets may be reacting to: • Inflation surprises • Fed outlook • Geopolitical tensions But underneath the noise: • The economy remains resilient • Corporate earnings are strong • AI growth continues to accelerate Short-term volatility vs long-term trends.

Micron delivered massive results: • EPS growth: +682% YoY • Revenue growth: +196% • Strong guidance ahead If projections hold, EPS could grow +902% next quarter. One thing is clear: AI demand remains extremely strong.

The Fed held rates steady. Key updates: • PCE inflation forecast increased to 2.7% • GDP forecasts revised higher • Rate cut expectations remain gradual Markets reacted negatively to the shift in tone.

The latest PPI inflation report came in hotter than expected: • Headline: +0.7% m/m (vs 0.3% expected) • YoY: 3.4% • Core YoY: 3.9% This reinforces a key concern: Inflation may not be cooling as smoothly as markets hoped.

The AI narrative is shifting from applications to infrastructure and Nebius Group $NBIS is positioning itself at the center of that shift. Key highlights: • $44B+ in long-term contracts with Meta and Microsoft • Strategic investment from Nvidia with priority GPU access • Vertically integrated AI “supercloud” offering With a current market cap below its contracted pipeline, NBIS is an interesting name to watch as AI evolves into its next phase. @andrewrocco1

Oil supply chains still breaking.

AI growth = massive demand for memory That's why all eyes will be on Micron earnings today after close. As AI workloads scale, memory becomes a critical bottleneck... and opportunity. After a week full of bullish AI headlines, another strong report could reignite momentum in the AI trade.

Markets will be focused less on the decision and more on Powell’s tone at 2:30 PM ET. • Rate cut today: ~0% chance • First realistic cuts: late 2026 timeline (Oct–Dec) Do you agree?

Oil continues to react to geopolitical headlines. Even with weakened capabilities, Iran still has the ability to disrupt energy markets. That’s keeping pressure on oil and keeping markets on edge.

3 strong buy stocks under $10: Chatham Lodging Trust (CLDT): +17.6% earnings growth expected in 2026 4.6% dividend yield Trading at just 6.6x forward earnings InnovAge (INNV): +213% earnings growth expected in 2026 +36% in 2027 Shares already up 60% YTD BCB Bancorp (BCBP): Earnings turnaround story (+234% expected) 4% dividend yield Trading at just 0.5x book value @TraceyRyniec

What matters more right now?

Markets are not expecting a rate cut just yet. Current expectations: • June: ~23% chance • July: ~38% • September: ~50% • December: ~66% Investors will be listening closely to Fed Chair Jerome Powell’s comments for any shift in tone. For now, the Fed remains data-dependent.

Yesterday’s data painted a mixed but stable economic picture: • Retail sales: -0.2% m/m • Industrial production: +0.2% • Manufacturing output: +0.2% • Housing market index: 38 (slight improvement) • Empire State Index: weaker than expected Overall takeaway: steady, but not strong. The economy continues to hold up, but momentum is uneven.

Meta is expanding its cloud infrastructure deal with Nebius, potentially worth up to $27B over 5 years. At NVIDIA’s GTC conference, CEO Jensen Huang projected $1 trillion in sales from Blackwell and Vera Rubin platforms by 2027 — double last year’s forecast. The AI trade isn’t slowing down.

A good market to be a tech investor in. 11/12 names are green in the Tech Innovators portfolio, with 5 up 5% or more. Learn more zacks dot com/technologyinnovators @ZacksResearch

Why $NVDA, $MSFT, & $META are Betting Billions on Nebius $NBIS 👇👇👇 zacks.com/commentary/288… @ZacksResearch