Narong Rammanee/iStock via Getty Images MongoDB's ( MDB ) stock has struggled in 2026 as it has been caught up in investor fears about the long-term impact of AI on software companies. A recent change in CEO has also added to uncertainty, and concerns about competition persist. Despite this, MongoDB's performance has been strong in recent quarters, including an improvement in customer acquisitions and stronger Atlas growth. MongoDB reports its fourth quarter results on the second of March, and I expect growth to show a material improvement, although some of this is due to an easier comparable period. Strong growth and improving margins should help to address some of the concerns surrounding MongoDB's business. FY2027 guidance will likely be more important, though, and there is greater uncertainty in this regard as demand indicators for data infrastructure companies lacking direct exposure to AI spend are mixed. I previously suggested that the reacceleration in MongoDB's business was gathering pace. I was fairly neutral on MongoDB's near-term prospects, though, due to a combination of macro uncertainty and valuation. While the risk/reward ratio is now more favorable after the recent pullback, I am still neutral on the stock, as the AI story will take time to play out, and in the meantime, MongoDB will continue to face doubts around competition. Market Conditions Most signs point towards a software growth reacceleration at the moment, which is not surprising given the amount of investment that has flowed into AI in recent years. Demand remains variable across categories and solutions, though, with many companies lacking direct exposure to AI related demand continuing to struggle. Cloud hyperscaler growth continues to improve, which is a positive given that AWS growth has acted as a reasonable proxy for the strength of MongoDB's cloud business in the past. There has also been a broad acceleration in the data infrastructure category (Snowflake, Databricks, Palantir) in ...

Trimas press release ( TRS ): Q4 GAAP EPS of $2.03 beats by $1.59 . Revenue of $155.4M misses by $37.56M . More on Trimas TriMas: A Very Interesting Sum Of The Parts Case TriMas increases share repurchase authorization to $150 million Seeking Alpha’s Quant Rating on Trimas Historical earnings data for Trimas Dividend scorecard for Trimas

The US is becoming ever more dependent on its closest allies to fund its swollen debt burden, exposing a vulnerability in the $30 trillion Treasuries market. Countries that are aligned with Washington bought $463.9 billion of Treasuries in 2025, the biggest annual net purchase since at least 2016, according to Bloomberg’s analysis of US Treasury data. The figures also showed that countries least united with the US offloaded the most American debt in six years. Non-allies and neutral nations sold $673 billion of Treasuries between 2016 and 2025. The pivot away from US government bonds has gained momentum as President Donald Trump ’s unpredictable decision-making rattles investors, even though most market participants say US debt is likely to remain the world’s benchmark safe asset. While alignment can be subjective, in this analysis countries were classified as most-, least- and neutrally-aligned by looking at their voting behavior at the United Nations and seeing whether or not it tallied with the US. The assumption is that countries that vote the same way are more closely aligned and it’s an approach commonly used in academia to determine allies and adversaries. For example, long-time military ally Australia was classified as most-aligned, China as least, with America’s neighbor Mexico falling into the neutral bucket. The votes examined were those on key UN resolutions, based on data from the US Department of State. The concentration of holdings in the hands of foreign investors shows where the balance of power lies, and suggests that Trump can ill-afford to alienate his allies even as he seeks to reshape the world order. His push to gain control of Greenland last month sparked a flurry of speculation Europe might push back by “weaponizing” those holdings and dump them. “Antagonizing friend and foe is not a great idea for a net debtor nation – especially one with high deficits that need to be funded with foreign capital,” said Kathy Jones , chief fixed-income strat...

格隆汇2月26日｜LMAX Group的Joel Kruger称，比特币周三触及一周高点后因获利了结而下跌。他表示，周三的上涨反映了全球风险偏好的改善，以及资金重新流入美国比特币现货交易所交易基金(ETF)。“在那波上涨之后，短线交易员获利了结，导致市场出现一轮盘整。“他表示，基本面没有出现实质性恶化。以太币近期的表现优于比特币，这通常是风险偏好改善和市场参与度扩大的迹象。不过他表示，比特币需要收复73,000美元才能实现更大幅度的反弹。伦敦证券交易所集团的数据显示，比特币下跌1.4%，至67,917美元，周三曾触及69,847美元的高点。以太币下跌1.7%，至2,064美元，周三曾触及2,135美元的两周高点。

Recent energy-company relocations are underscoring Houston's role as the industry's linchpin in the Americas, and they're helping provide a "nice turnaround" for the property market, according to Dan Pickering, chief investment officer at Pickering Energy Partners. He speaks with Bloomberg's Julie Fine. (Source: Bloomberg)

Teleflex ( TFX ) declares $0.34/share quarterly dividend , in line with previous. Payable March 31; for shareholders of record March 6; ex-div March 6. See TFX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Teleflex Teleflex: Selling, But How Much? Teleflex reports Q4 results Teleflex Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Teleflex Historical earnings data for Teleflex

Ahead of her UK tour and her three nominations at this weekend’s Brit awards, we appraise Allen’s sharp, candid songcraft The final track of West End Girl is as close as the album’s break-up saga comes to conciliation, which isn’t terribly close (there’s a glancing lyrical reference to fault on both sides). But in its dreamy trip-hoppy backing and the sweetness of its melody lurks something else: a sense of closure. Continue reading...

For decades, the Valero refinery shaped Benicia’s economy, politics and health. Now the city has become a reluctant test case of whether an oil town can reinvent itself Less than 40 miles north of San Francisco , the city of Benicia has the quaint ambience of an American small town, where a white gazebo and sign for a community crab bake mark the approach to a vibrant downtown stretch of restaurants, cafes and antique shops. From many vantage points, it’s easy to forget the city is home to a massive 900-acre oil refinery , its imposing sprawl of stacks, holding tanks and billowing steam hidden from view. But for nearly 60 years, the refinery has loomed over every aspect of life in Benicia, exerting outsized influence on its economy and politics, while posing serious risks to public health . Continue reading...

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Study finds ChatGPT Health did not recommend a hospital visit when medically necessary in more than half of cases Follow our Australia news live blog for latest updates Get our breaking news email , free app or daily news podcast ChatGPT Health regularly misses the need for medical urgent care and frequently fails to detect suicidal ideation, a study of the AI platform has found, which experts worry could “feasibly lead to unnecessary harm and death”. OpenAI launched the “Health” feature of ChatGPTto limited audiences in January , which it promotes as a way for users to “securely connect medical records and wellness apps” to generate health advice and responses. More than 40 million people reportedly ask ChatGPT for health-related advice every day. Continue reading...

Baidu founder, CEO and chairman Robin Li Yanhong touted the performance and potential of artificial intelligence chips developed by its Kunlunxin semiconductor design unit during the fourth-quarter earnings call, offering a rare bright spot in an otherwise lacklustre quarter. “We’re proud to see the market increasingly recognise [Kunlunxin chips’] value and proven performance,” Li said on Thursday. The Kunlunxin chips are built on a proprietary architecture and deliver “stable, high-performance...

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Falling volcanic ash has for years been viewed as a nuisance. But a Sicilian project has discovered its agricultural potential and wants to spread the word In the Sicilian town of Giarre overlooking Mount Etna, Andrea Passanisi, a tropical and citrus fruits producer, uses an unusual fertiliser on his 100-hectare (247-acre) stretch of land: volcano ash. Like hundreds of farmers and citizens of rural towns perched on the slopes of Europe’s highest and most active volcano, the 41-year-old’s family has had to deal with the nuisance of falling volcanic ash for generations. But it is only in recent years that the quantity of ash has become so excessive that it required an alternative approach. Continue reading...

Our cartoonist looks at Wellington Phoenix goalkeeper Josh Oluwayemi’s unfortunate intervention that created global headlines Continue reading...

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Brandon Creighton, chancellor of the Texas Tech University System, discusses the partnership with Fermi Energy, Nvidia chips, and other topics with Bloomberg's Julie Fine. (Source: Bloomberg)

Broadcom Inc. is shipping a new custom AI chip design to Fujitsu Ltd. that stacks components to save energy — an approach it expects big data center operators to adopt later this year. Broadcom’s 3.5D eXtreme Dimension System in Package takes two pieces of the chip called dies and stacks them top to top, rather than a previous system pioneered by Advanced Micro Devices Inc. that piles them top to bottom. The stack allows for more data to be transferred with better power efficiency, said Harish Bharadwaj, vice president of marketing in the company’s custom chip unit. Broadcom, which helps design chips for companies like Alphabet Inc.’s Google and OpenAI, has been working for about five years with Taiwan Semiconductor Manufacturing Co. to figure out a way to take this step. It has contended with challenges related to delivering power to all parts of the chip and keeping the components from overheating. Fujitsu will use the chip for data centers and possibly supercomputers in the future, Bharadwaj said. The next phase will be having so-called hyperscalers — the largest data center operators — adopt the technology, he said. “Across all our existing hyperscaler customers — every one of them has adopted this for their next generation,” Bharadwaj said. Broadcom has “half a dozen of these designs in development today” for various customers besides Fujitsu, he said. Broadcom has emerged as key rival to Nvidia Corp., which dominates the market for AI chips. A range of customers — from hardware sellers to AI labs to chip startups — are looking for designs that can wring greater performance and efficiency. That helped lift Broadcom shares 49% last year.

Broadcom Ships New AI Chip to Fujitsu, Plans Wider Rollout Bloomberg.com

Microsoft Is Teaming up With Starlink. What Does That Mean for MSFT Stock? Barchart.com

Microsoft signals a willingness to collaborate with Elon Musk’s business ecosystem. Could that pragmatism reshape sentiment around MSFT stock?

Microsoft Is Teaming up With Starlink. What Does That Mean for MSFT Stock? Yahoo Finance

Thanks for reading Hyperdrive , Bloomberg’s newsletter on the future of the auto world. Detroit Isn’t Celebrating Many people cheered the Supreme Court’s decision last week to strike down Donald Trump’s reciprocal tariffs as an important check on presidential overreach. The reaction in the auto industry was more muted. That’s partly because carmakers and their suppliers are still on the hook for billions of dollars from separate duties on imported cars, parts and materials. The even bigger headache may be the prolonged uncertainty the ruling has caused in an industry that experts say needs to change fast if it wants to survive. The court’s rebuke is rattling Trump’s trade negotiations with a host of different countries, complicating talks that already had carmakers on edge. They include a meeting with China’s President Xi Jinping in late March, with speculation mounting that the president may sign some sort of deal to allow Chinese brands into the US. Then there’s the mandatory review in July of his trade pact with Canada and Mexico, where US automakers rely on a network of car and parts factories. The latest trade jolt comes at a time when the US auto industry is already looking vulnerable. Earlier this month, I attended the Federal Reserve’s auto symposium in Detroit, where economists, executives, lobbyists, and policy wonks come together to check the industry’s vital signs and prognosticate about its future. The outlook they presented was decidedly meh . US sales in 2026 are expected to stay flat or even decline as automakers will likely pass on tariff costs to inflation-weary consumers, according to researcher Global Data. North American vehicle production reached 15.2 million last year, well below the 16 million units considered optimal for profits. Output may recover a bit if there’s a rate cut, or fall even further if Trump’s trade talks implode, the analysts said. US light vehicle capacity utilization — a measure of how efficiently American factories are pum...

Richard Drury/DigitalVision via Getty Images There are 2 sectors that are supposed to be low volatility but have been hit very hard recently. Business development companies (BDCs) and collateralized loan obligation (CLO) equity closed-end funds, or CEFs, have surprised many income investors with downside moves of up to 50% from highs. There is one BDC somewhere in between the 2 troubled sectors that has seen its price rock-solid. Oxford Square Capital Corp. ( OXSQ ) is the best performer in both sectors year to date, even though it is among the worst performers historically. It has many disadvantages compared to its peers, but the market has decided to spare it from the overall trend. In this article, we will defend the thesis that the current pricing of OXSQ makes it the most overvalued publicly traded company among BDCs and CLO equity CEFs. What is OXSQ To view the full picture of OXSQ, we will break it down into several categories. Assets OXSQ invests in senior secured loans and CLO equity: OXSQ's investments ( Oxford Square Capital ) The largest part of its senior loan investments is in the most troubled software sector lately: Loan portfolio ( Oxford Square Capital ) Based on the company's investor presentation, the credit risk of the loan portfolio has an average-weighted score of 2.2 (1 being the lowest, 5 the highest risk): portfolio grading ( Oxford Square Capital ) In terms of raw numbers, OXSQ has total assets of around $315 mln, as per its last report: OXSQ's last report ( Oxford Square Capital ) Around $51 mln of these assets are in cash-equivalent instruments that carry very low risk and very low yield. Given the company's high cost of debt, holding cash equivalents is destroying NAV. We are to see if the money has been used for new investments. The interesting part about these investments is the company's reported credit rating vs the actual credit rating its investments bring. We have reviewed all investments and identified those with credit ratings ...

LPETTET/E+ via Getty Images DoorDash ( DASH ) reported its Q4 2025 earnings late last week, and despite a top and bottom miss, which initially dragged the stock down, DoorDash recovered, trading up by as much as 14% post-print, with the stock now up about 9% on the five-day chart. This quarter was a better-than-feared one for DoorDash, even with the miss, and that's thanks to CEO Tony Xu's framing of the company's investment cycle on the earnings call. It's a tug of war between concerns over profitability with rising costs and excitement over long-term growth trajectory from new verticals. We think the latter will win in the mid- to long run as investments start to pay off. Hence, we're initiating DoorDash with a buy. Q4 2025 Results & Outlook The company reported total revenue growth of 36.6% to $3.96 billion, missing estimates of $3.99 billion, and per-share profits of $0.48, missing Street estimates by $0.10. The miss should look particularly bad, given that heading into print, estimates on DoorDash had already been slashed after the Q3 miss back in early November of last year (when management flagged an accelerated investment ramp and saw the stock price reset substantially). The chart below outlines DoorDash's stock performance over the past six months, putting the Q3 crash into perspective alongside the Q4 bounce back, which seems minuscule in comparison. YCharts What brought a favorable market reaction this time around was commentary on the call, plus a 32% Y/Y jump in total orders for the winter quarter versus the year-ago quarter. Total orders grew to $903 million, surpassing expectations for $885 million, and marketplace gross order value, or GOV, jumped 39% to $29.7 million, ahead of the expected $29.17 million. Dash Q4 2025 Gross margins narrowed for the quarter by about 150 basis points to 52.6%, while net revenue margin contracted 40 basis points to 13.1%. For Q1, management is guiding for GOV in the range of $31 billion to $31.8 billion, ahead of Stre...

Weedezign/iStock via Getty Images Portfolio Review Another strong year for equities. U.S. stocks advanced in the fourth quarter, achieving double-digit gains for the calendar year once again. Investors shrugged off various risks, including a weakening labor market, and cheered the Federal Reserve's interest rate cuts. The rally broadened late in the year. The prospect of lower interest rates broadened the market rally to include mid- and small-cap equities in the fourth quarter. Health care stocks, which had been beaten down for much of the year, led all sectors in the fourth quarter, followed by communication services. Utilities and real estate were the two sectors that failed to make gains during the period. Materials dampened results. Security selection in the materials sector weighed on performance. While the portfolio is broadly underweight to the materials sector relative to the benchmark, a pair of overweight positions in the containers and packaging industry slowed results, hindered by soft consumer spending. Information technology hurt. Stock selection in information technology weighed on performance. The portfolio is underweight in the sector relative to the benchmark, which continues to benefit from ample artificial intelligence-related capital expenditures. Not owning certain benchmark companies in the computers and peripherals, communications equipment and IT services industries slowed results. Financials supported results. Investment choices in the financials sector helped buoy performance. Avoidance of more speculative companies in the capital markets industry, such as Coinbase Global and Robinhood Markets, lifted relative returns. Key Contributors Teradyne ( TER ). This semiconductor testing company posted strong earnings during the period with sales and profit hitting the high end of the company's guidance range. Teradyne has benefited from robust artificial intelligence testing demand across all its segments. Henry Schein ( HSIC ). This dental prod...