Oracle's outlook on cloud, AI, likely to be a key for investors: Evercore (ORCL:NYSE) Seeking Alpha

JHVEPhoto Oracle ( ORCL ) will report fiscal third-quarter results on March 10 and its outlook on its Oracle Cloud Infrastructure unit is likely to be of utmost importance for investors, investment firm Evercore said. “While investors will likely focus on the magnitude of OCI revenue acceleration and what it implies for FY27, we believe ORCL remains well positioned to capitalize on global AI adoption as a key hyperscale partner to leading LLM providers and enterprises,” analyst Kirk Materne wrote in a note to clients. Materne, who has an Outperform rating and $220 price target on Oracle, down from $275, also said the recent stake in TikTok acts as “an incremental call option” and could reinforce Oracle's position with a strategic, high-value customer. He also said Oracle's announcement of using $25B in debt and $25B in equity to capitalize itself, along with OpenAI's ( OPENAI ) recent funding announcement , “should alleviate near- term funding concerns and provide more clarity as it relates to Oracle’s ability to deliver AI capacity to its key customers.” “We believe the risk/reward skews positively over a 6-12-month horizon as ORCL’s continues to build out the infrastructure to power OCI growth,” Materne added. “Essentially, delivering ‘clean’ results and a reiteration of its forecast for revenue acceleration in FY27 will be key.” A consensus of analysts expects Oracle to earn $1.70 per share on $16.91B in revenue for the fiscal third quarter. More on Oracle Oracle: A Look At The 6.6% Yielding Preferred Shares Oracle: Shares A Hold Even As Upside Potential Exists Oracle: This Capitulation Has Gone Too Far OpenAI's massive funding round should benefit Microsoft, Oracle: BNP Microsoft, Amazon, Google among tech titans planning to provide own power for data centers: report

Earnings Call Insights: NCS Multistage Holdings, Inc. (NCSM) Q4 2025 Management View CEO Ryan Hummer highlighted that "2025 was a very important and successful year for NCS. Strong performance in the fourth quarter capped a year in which we exceeded the high end of our guidance range for the quarter and full year for revenue, adjusted EBITDA and free cash flow." Hummer reported 13% year-over-year revenue growth, with 10% excluding the recently acquired ResMetrics business, and noted revenue growth in the U.S., Canada, and international markets despite industry challenges. Hummer stated, "We strengthened our balance sheet while completing the strategic acquisition of ResMetrics, enhancing our global position in the tracer diagnostics space." He emphasized integration progress and described the company's three core strategies: building on leading market positions, capitalizing on high-margin growth, and commercializing innovative solutions. Key achievements included the first use of fracturing systems in a Canadian SAGD project, initial sales of the Ratek Proppex sliding sleeve for deepwater Gulf of America, and commercial adoption of new technologies like the Terrus AICV system and StageSaver solution. Hummer outlined 2026 goals to "grow revenue in excess of underlying market activity in the U.S. and internationally," targeting total revenue growth with full-year ResMetrics contribution, conversion of more than 50% of adjusted EBITDA to free cash flow, and advancing commercial adoption of new technology. CFO Michael Morrison reported, "Our fourth quarter revenues were $50.6 million, a 13% increase compared to the fourth quarter of last year and comfortably above the high end of our guidance range." Morrison noted a 69% year-over-year increase in U.S. revenue, 5% international growth, and a 7% decline in Canada, with ResMetrics contributing $2.9 million for the quarter. Morrison added, "Adjusted EBITDA was $9.2 million or an adjusted EBITDA margin of over 18%, which e...

Earnings Call Insights: Ranger Energy Services, Inc. (RNGR) Q4 2025 Management View CEO Stuart Bodden highlighted total company revenue of $547 million with adjusted EBITDA of $73.2 million for 2025, noting that "the organization executed throughout 2025, particularly against the backdrop of a market environment that required discipline, adaptability and continued focus on operational performance." He emphasized the successful integration of American Well Services (AWS) and said "integration milestones are on track and being achieved," with nothing after 120 days to derail long-term synergy plans. Bodden described the rollout of the ECHO rig program as "one of the most exciting internal developments in our history," noting customer feedback has been "very reassuring" and pointing to measurable operational efficiencies. He stated, "the pipeline of interest remains robust. And as customers gain more experience with this technology, we expect those conversations will continue to mature." He explained that the AWS acquisition strengthens customer reach in the Permian Basin and that the company used about $40 million of free cash flow for the purchase and repurchased nearly 1 million shares, nearly 5% of shares outstanding. Bodden projected a "pro forma financial profile with the AWS acquisition gives us an annual EBITDA generation opportunity of more than $100 million in 2026," anticipating 15 new ECHO rigs operating in the Lower 48 by mid-2027. CFO Melissa Cougle stated, "Revenue for the fourth quarter was $142.2 million, up from $128.9 million in the third quarter and essentially flat with $143.1 million reported in the fourth quarter of 2024." She reported net income for Q4 at $3.2 million or $0.14 per diluted share, and adjusted EBITDA of $20.3 million for a 14.3% margin. Cougle added, "For the full year 2025, cash provided by operating activities was $69 million compared to $84.5 million in 2024" and free cash flow was $42.9 million. She said, "our EBITDA to free c...

格隆汇3月6日｜伊朗外长阿拉格齐：我们没有攻击我们的邻国和穆斯林国家。我们攻击的是美国的目标和美国的基地与设施，而这些不幸地位于我们邻国的土地上。

HSBC M.FAC.WORLDW.EQU. DZ (H41J.SG) 表現記錄 Yahoo 財經

伊朗局勢｜特朗普稱須參與挑選最高領袖接班人 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國總統特朗普稱必須有份參與挑選伊朗最高領袖接班人。 特朗普又聲稱已剷除伊朗海空軍，對方曾期望跟華府達成協議，但他認為已經太遲，美國將加強攻勢。他早前接受外媒訪問稱，不可接受伊朗已故最高領袖哈梅內伊兒子穆傑塔巴接棒，華府期望參與挑選新任領導人的過程，指新領袖要為伊朗帶來和平穩定，否則美國會發動更多攻擊。伊朗外長阿拉格齊接受美國全國廣播公司專訪時，聲稱沒有跟美國談判停火，亦不會這樣做，已預備好應對美軍地面進攻伊朗。

Olemedia Bitcoin ( BTC-USD ) prices recovered this month following a volatile February. Among crypto companies with market caps above $2B, the ones that saw the highest short interest remained unchanged in March. CleanSpark ( CLSK ), MARA Holdings ( MARA ) and TeraWulf ( WULF ) continued to attract the highest interest from short sellers in the month. Meanwhile, Circle Internet Group ( CRCL ) was the news addition in the list of least shorted stocks. Here are the five most shorted crypto stocks with market capitalizations of above $2 billion (as a % of shares outstanding) CleanSpark ( CLSK ), Short Interest: 33.42% MARA Holdings ( MARA ), Short Interest: 29.19% TeraWulf ( WULF ), Short Interest: 22.54% Cipher Digital ( CIFR ), Short Interest: 15.64% Hut 8 ( HUT ), Short Interest: 14.40% Here are the five least shorted crypto stocks with market capitalizations of above $2 billion (as a % of shares outstanding) Block ( XYZ ), Short Interest: 3.52% Bullish ( BLSH ), Short Interest: 5.55% Bitmine Immersion Technologies ( BMNR ), Short Interest: 5.94% Circle Internet Group ( CRCL ), Short Interest: 10.12% Coinbase Global ( COIN ), Short Interest: 11.91% Seeking Alpha More on Crypto Circle: A Defensible AI-Era Fintech With Explosive Stablecoin Growth (Rating Upgrade) TeraWulf Inc. (WULF) Discusses Construction Progress, Liquidity, and Revenue Impact for Wulf Compute Financing Prepared Remarks Transcript Coinbase Global, Inc. (COIN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript CleanSpark produces 568 bitcoins in February Crypto bill hits new impasse, as banks reject White House compromise - report

In a short video clip shown to the inquiry, Calocane could be seen with his arm around the neck of his flatmate, holding him in a headlock while Christopher was heard asking for someone to "ring the police".

Jeudi 05 mars 2026 COMMUNIQUE DE PRESSE : Comptes annuels 2025 Bonne résilience de Savencia dans un contexte laitier difficile Validation du rapprochement de Savencia Fromage & Dairy avec les activités Chocolat de Savencia Gourmet pour accélérer le développement du Foodservice Premium Finalisation de l’acquisition de Quata au Brésil Chiffres clés en M€ 31/12/25 % CA 31/12/24 % CA Variations en % Total Structure Change & IAS 29 Croissance Organique Chiffre d’affaires 6 957 7 140 -2,6 0,2 -4,3 1,6 - Produits Fromagers 4 017 57,7 4 055 56,8 -1,0 0,0 -0,9 0,0 - Autres Produits Laitiers 3 184 45,8 3 328 46,6 -4,3 0,3 -8,4 3,7 - Non Affectés -245 -3,5 -244 -3,4 Résultat opérationnel courant 210,5 3,0 232,3 3,3 Les procédures d’audit sont effectuées et le rapport d’audit relatif à la certification est en cours d’émission. Les définitions et modalités des agrégats du type écart de structure, de change, de croissance organique ou d’endettement net n’ont pas évolué. Elles sont définies dans le rapport financier du Groupe. Autres charges & produits opérationnels -48,5 -0,7 -28,4 -0,4 Résultat opérationnel 162,1 2,3 203,9 2,9 Résultat financier -26,6 -0,4 -21,5 -0,3 Résultat sur situation monétaire 0,5 -9,1 Impôts sur les sociétés -49,7 -0,7 -48,6 -0,7 Résultat net part du Groupe 74,7 1,1 107,0 1,5 Dette financière nette (hors IFRS 16) 416 347 Capitaux propres 1 944 1 993 Comptes annuels 2025 Au 31 décembre 2025, le Chiffre d'Affaires du Groupe Savencia Fromage & Dairy s’établit à 6,957 milliards d’euros. La croissance organique globale du Groupe est à +1,6%, soutenue par la bonne performance des Autres Produits Laitiers. L’effet de structure de + 0,2% résulte de l'intégration de la société Ugalait à compter du 2 juillet 2024. Au total le chiffre d’affaires recule de - 2,6 % par rapport à 2024 en raison d’un effet de change défavorable de - 4,3%, principalement en lien avec la dévaluation des monnaies sud-américaines et du dollar. Le Résultat Opérationnel Courant de Savencia Fr...

Thursday, March 05, 2026 PRESS RELEASE: Annual Accounts 2025 Good resilience of Savencia in a difficult dairy context Approval of the merger between Savencia Fromage & Dairy and Savencia Gourmet's Chocolate activities to accelerate the development of Premium Foodservice Completion of the acquisition of Quata in Brazil Key figures in €M 31/12/25 % CA 31/12/24 % CA Changes in % Total Structure Change & IAS 29 Growth Organic Sales 6 957 7 140 -2.6 0.2 -4.3 1.6 - Cheese products 4 017 57.7 4 055 56.8 -1.0 0.0 -0.9 0.0 - Other dairy products 3 184 45.8 3 328 46.6 -4.3 0.3 -8.4 3.7 - Unallocated -245 -3.5 -244 -3.4 Current Operating Profit 210.5 3.0 232.3 3.3 The audit procedures have been carried out and the audit report relating to certification is currently being issued. Definitions and methods for aggregates such as structure, exchange rates, organic growth, and net debt have not changed. They are defined in the Group’s financial report Other operating costs and income -48.5 -0.7 -28.4 -0.4 Operating result 162.1 2.3 203.9 2.9 Financial result -26.6 -0.4 -21.5 -0.3 Result on monetary position 0.5 -9.1 Corporate taxes -49.7 -0.7 -48.6 -0.7 Net income Group share 74.7 1.1 107.0 1.5 Net financial debt (excluding IFRS 16) 416 347 Equity 1 944 1 993 2025 Annual accounts As of December 31, 2025, the Savencia Fromage & Dairy Group's Sales amounted to €6.957 billion. The Group's overall organic growth was +1.6%, supported by the good performance of Other Dairy Products. The structural effect of +0.2% results from the integration of Ugalait as of July 2, 2024. Overall, revenue was down -2.6% compared to 2024 due to a negative currency impact of -4.3%, mainly due to the devaluation of South American currencies and the dollar. Savencia Fromage & Dairy's Current Operating Profit is €210.5 million, down from the previous year. This decline is mainly due to the unprecedented rise in milk prices as well as the sharp decline in industrial commodity prices at the end of the year. Othe...

格隆汇3月6日｜据NBC新闻，伊朗外长阿拉格齐周四接受采访时表示，随着伊朗、美国和以色列之间的战争迅速蔓延至整个地区，伊朗已准备好应对美国发动的地面入侵。阿拉格齐拒绝了与美国进行任何谈判，并表示伊朗并未要求停火。当被问及是否担心美国可能发动地面入侵时，阿拉格齐语气坚定，充满挑衅意味。“不，我们正等着他们来，”他补充说：“因为我们有信心能够与之对抗，那对他们来说将是一场大灾难。”阿拉格齐还表示，尽管美国和以色列在伊朗全国范围内发动打击，但伊朗并未要求停火。“即便是上一次，我们也没有要求停火。上一次是以色列要求停火。在我们抵抗他们侵略的12天后，他们要求无条件停火。”他指的是去年6月以色列和美国军方针对伊朗核设施的为期12天军事行动。

Soybeans are showing Thursday AM gains of 1 to 3 cents. Futures rounded out Wednesday trade with slight weakness, as contracts were fractionally to 1 ¼ cents lower. Open interest was up 4,838 contracts on Wednesday. There were another 244 deliveries issued overnight. The cmdtyView national average Cash Bean price was down 1 3/4 cents at $10.97 3/4. Soymeal futures were down $2.20 to $4.80 on the day, with Soy Oil futures 20 to 82 points higher in the front months. There were 76 deliveries against March meal futures overnight. The weekly Export Sales report from USDA will be released on Thursday morning, as traders surveyed by Reuters are expecting to see 0.3-1 MMT in soybean sales for the week of 2/26. New crop business is estimated to total 0-100,000 MT in that week. Soybean meal sales are seen at 200,000-550,000 MT in the last week of February, with bean oil seen with net reductions of 20,000 MT to net sales of 26,000 MT. Don’t Miss a Day: Statistics Canada will release planting intentions data for 2026 on Thursday, with a Reuters survey showing analysts looking for 22.3 million acres of canola, up from 21.5 million acres in 2025 if realized. Mar 26 Soybeans closed at $11.54 1/2, down 1 1/4 cents, currently up 6 1/2 cents Nearby Cash was $10.96 3/4, down 1 3/4 cents, May 26 Soybeans closed at $11.69 1/2, down 1 cent, currently up 1 1/2 cents Jul 26 Soybeans closed at $11.83, down 1/4 cent, currently up 2 cents On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

sitox/E+ via Getty Images Sable Offshore ( SOC ) +25.7% in Thursday's trading following a Department of Justice Office of Legal Counsel opinion that said presidential orders under the Defense Production Act can pre-empt state laws that conflict with federal energy production directives. California state laws have prevented Sable ( SOC ) from operating the Santa Ynez offshore oil and gas facility in federal waters and transporting production through associated pipeline infrastructure. Benchmark analyst Subash Chandra said in a note that bullish investors had been anticipating that the Trump administration would cite the Defense Production Act in backing production at Santa Ynez, but added the state of California would still seek to block the pipeline restart. "It works really well if they were producing entirely offshore, but the fact that they have all these obstacles to get a hundred miles through California means it's going to be challenged," Chandra wrote in downgrading Sable ( SOC ) shares to Hold from Buy. More on Sable Offshore Sable Offshore: Equity Raise Looms As Valuation Remains Stretched Amid Persistent Risks Sable Offshore's Story Remains Political, And Investors Grow Skeptical Seeking Alpha’s Quant Rating on Sable Offshore

佐敦快餐車避截查撞警車 司機棄車逃走終被捕 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】佐敦有私家車逃避截查，撞向警車及警員，警方拘捕司機涉嫌販毒。 涉案私家車停在路中，橫跨兩條行車線。深夜11時許，警方在佐敦道吳松街交界截查一輛可疑私家車，私家車突然逃走並撞向警車及一名警員。37歲司機棄車逃走，最終被警員拘捕，在他身上搜到懷疑氯胺酮和可卡因，涉嫌販毒及狂亂駕駛。一名警員腳部受傷送院。

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Key Points Apple's $599 Mac Neo opens up a new addressable market for the iPhone maker. The goal isn't to make a big profit on Mac Neos, it's to grow the services business long-term. 10 stocks we like better than Apple › Apple's (NASDAQ: AAPL) real 2026 breakout isn't a headset or phone, it's the MacBook Neo. By aggressively targeting the budget segment with a price of $599, Apple is expanding its addressable market and growing its ecosystem. The goal here isn't just to grow Mac sales; it's to expand the sale of services that are the company's second-largest segment. In this video, I break down why the new computer is compelling and where the real value will show up on the income statement. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » *Stock prices used were end-of-day prices of March 4, 2026. The video was published on March 5, 2026. Should you buy stock in Apple right now? Before you buy stock in Apple, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Apple wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $532,066!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,122,072!* Now, it’s worth noting Stock Advisor’s total average return is 960% — a market-crushing outperformance compared to 193% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 5, 2026. Travis Hoium has no posi...

格隆汇3月6日｜伊朗外长阿拉格齐：我们的导弹仍在运作，且打击目标非常精准。

Key Points Index investing appeals to those who like to keep investing simple, but it has a reputation for being less interesting than picking stocks. An ETF that tracks a strong index, though, can be a strong investment. One particular index did a great job taking a simple idea and making it a profitable reality. 10 stocks we like better than Invesco QQQ Trust › Exchange-traded funds appeal to investors who like to keep things simple. Rather than doing research on countless individual stocks in the hope of finding enough promising prospects to create a well-diversified portfolio of 25 picks or more, the right ETF can give you instant diversification that's tailored to your particular investing strategy. And with thousands of different ETFs currently on the market, there's a fund that's likely to match up well with your wishes. Yet as with everything in the financial world, the most successful ETFs have struck a chord with investors. As we discussed in our three-part series on the SPDR S&P 500 ETF Trust ETF (NYSEMKT: SPY) for the Voyager Portfolio, novelty is an important characteristic can draw investors' attention. But there's only so much room for ETFs that track the S&P 500. One ETF that proved that you could actually outperform the S&P 500 using an index investing approach was a game-changer for many investors. Here, you'll learn more about the Invesco QQQ Trust (NASDAQ: QQQ) and why it has become immensely popular. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Overcoming the tech bust to become a massive hit The strategy that the Invesco QQQ Trust follows is indeed quite simple. It aims to track the Nasdaq 100 Index, which is composed of the 100 largest companies by market capitalization that trade on the Nasdaq Stock Market and that aren't in the financial sector. The stocks in the Nasdaq...

Trevor Srednick/iStock Editorial via Getty Images After the market closed on March 4, the management team at Miller Industries, Inc. ( MLR ), announced financial results for the final quarter of the company's 2025 fiscal year. Although revenue and profitability for the company worsened year over year, results did come in above what analysts were hoping to see. On top of this, management provided some guidance for the 2026 fiscal year. While that data was limited, at least it did point toward a nice increase in revenue. Despite this, I maintain that industry conditions are challenged at the moment. While the current expectations that management has call for operational improvements, specifically with revenue climbing, I would like to see this play out a bit before getting bullish. This is a real shame because I would love nothing more than to upgrade Miller Industries from a "Hold" to a "Buy." Since my first "Hold" article about the company, published back in September of last year, the stock is up 7.2%. That narrowly edges out the 5.3% rise of the S&P 500 over the same period. But even though you might think that this outperformance is evidence that market participants are optimistic, the fact of the matter is that the stock is not particularly cheap when we consider worsening revenue and profitability. If we do see a real turnaround, an upgrade of the stock would be sensible. But for now, I think that maintaining it as a "Hold" candidate is the right choice. A Bumpy Trip Depending on your perspective, you could argue that the final quarter of the 2025 fiscal year was both good and bad for Miller Industries. On the negative side, for instance, revenue contracted from $221.9 million to $171.2 million. That's a pretty substantial drop. But on the positive side, revenue actually ended up being $7 million above what analysts anticipated . For the year as a whole, meanwhile, revenue fell sharply from $1.26 billion to $790.3 million. This overall weakness for the company ...

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Thursday's key moments. 1. Stocks tanked on Thursday, with the Dow Jones Industrial Average losing more than 800 points as oil prices resumed their climb. U.S. crude oil briefly hit its highest level since June 2025, topping $79 per barrel, after Iran said it struck an oil tanker with a missile. Iran ordered the closure of the Strait of Hormuz on Monday and threatened to attack vessels attempting to pass through the key shipping route. "It is a very volatile environment," said Jim Cramer, noting that the broader market takes its cues from oil. But his message to investors during high-volatility periods remains unchanged. "Just wait. Don't panic," he said. Meanwhile, Broadcom shares are roughly 5% higher after a strong quarter that forecasted a bright future for its AI chip business, quelling investor concern s. 2. Costco shares are nearly 2.5% lower ahead of its earnings report after the closing bell. The wholesaler's same-store sales have had good momentum, as shown in their monthly reports. But the Club wants to see Costco's membership renewal rates go up after sliding over the last few quarters. "They just need it [the membership renewals] to stabilize," said Jeff Marks, director of portfolio analysis of the Club, adding that the rate has fallen largely because of an influx of online signups. That cohort tends to renew their memberships at lower rates than in-store shoppers, Marks said. 3. Shares of Salesforce gained almost 5.5% as part of what may be a rotation back into software stocks. Many software companies have been hit hard recently as investors fear that AI will upend the industry. "Salesforce is a good company," Cramer said, acknowledging that the software giant's offering, Agentforce, has become a key in artificial intelligence, though its core businesses are under pressure. "Right now, what people think about is Agentforce. Th...

But any help Ukraine gives will be qualified. Zelensky said in his social media post: "Of course, any assistance we provide will only be on the condition that it does not weaken our own defence in Ukraine and that it serves as an investment in our diplomatic capabilities".

Dow Jones continues to fall as oil prices climb Proactive financial news

Okta stock surged after a strong earnings beat, but slowing revenue growth and weaker guidance raise questions about the company’s long-term outlook

Palantir Technologies Inc. (PLTR) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. This insight is at the core of our stock rating tool -- the Zacks Rank. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. For Palantir Technologies Inc., strong agreement among the covering analysts in revising earnings estimates upward has resulted in meaningful improvement in consensus estimates for the next quarter and full year. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: 12 Month EPS Current-Quarter Estimate Revisions The earnings estimate of $0.29 per share for the current quarter represents a change of +123.1% from the number reported a year ago. The Zacks Consensus Estimate for Palantir Technologies has increased 36.22% over the last 30 days, as four estimates have gone higher compared to no negative revisions. Current-Year Estimate Revisions For the full year, the company is expected to earn $1.34 per share, representing a year-over-year change of +78.7%. In terms of estimate revisions, the trend for the current year also appears quite encouraging for Palantir Technologies. Over the past month, nine estimates have moved higher compared to no negative revisions, helping the consensus estimate increase 26.29%. Favorable Zacks Rank The promising e...

Palantir Technologies Inc. (PLTR) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. This insight is at the core of our stock rating tool -- the Zacks Rank. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. For Palantir Technologies Inc., strong agreement among the covering analysts in revising earnings estimates upward has resulted in meaningful improvement in consensus estimates for the next quarter and full year. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: 12 Month EPS Current-Quarter Estimate Revisions The earnings estimate of $0.29 per share for the current quarter represents a change of +123.1% from the number reported a year ago. The Zacks Consensus Estimate for Palantir Technologies has increased 36.22% over the last 30 days, as four estimates have gone higher compared to no negative revisions. Current-Year Estimate Revisions For the full year, the company is expected to earn $1.34 per share, representing a year-over-year change of +78.7%. In terms of estimate revisions, the trend for the current year also appears quite encouraging for Palantir Technologies. Over the past month, nine estimates have moved higher compared to no negative revisions, helping the consensus estimate increase 26.29%. Favorable Zacks Rank The promising e...

The dollar index (DXY00) today is up by +0.39%. The dollar is climbing today as soaring crude prices are boosting T-note yields, strengthening the dollar's interest rate differentials. Also, today's US economic reports, which showed a smaller-than-expected increase in weekly jobless claims and a larger-than-expected increase in Q4 nonfarm productivity, are supportive of the dollar. Gains in the dollar accelerated today on hawkish comments from Richmond Fed President Tom Barkin, who said he expects "a couple of months of high inflation." US Feb Challenger job cuts fell -71.9% y/y to 48,307. Join 200K+ Subscribers: US weekly initial unemployment claims were unchanged at 213,000, showing a stronger labor market than expectations of 215,000. Q4 nonfarm productivity rose +2.8%, better than expectations of +1.9%. Q4 unit labor costs rose by +2.8%, stronger than expectations of +2.0%. Hawkish comments today from Richmond Fed President Tom Barkin were supportive of the dollar when he said recent and expected data reflect "a couple months of relatively high inflation," which "certainly puts pause to any conclusion that we're done fighting this." Swaps markets are discounting the odds at 4% for a -25 bp rate cut at the next policy meeting on March 17-18. The dollar continues to see underlying weakness as the FOMC is expected to cut interest rates by about -37 bp in 2026, while the BOJ is expected to raise rates by another +25 bp in 2026, and the ECB is expected to leave rates unchanged in 2026. EUR/USD (^EURUSD) today is down by -0.37%. Strength in the dollar today is weighing on the euro. Also, an unexpected decline in Eurozone Jan retail sales is negative for the euro. In addition, today's jump in crude oil prices to an 8.5-month high and Tuesday's surge in nat-gas prices to a 3-year high are bearish for the euro as the Eurozone's dependence on imported energy undercuts the region's growth and purchasing power. Eurozone Jan retail sales unexpectedly fell -0.1% m/m, weaker t...

Micron (MU) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company. Analysts' growing optimism on the earnings prospects of this chipmaker is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. This insight is at the core of our stock rating tool -- the Zacks Rank. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. Consensus earnings estimates for the next quarter and full year have moved considerably higher for Micron, as there has been strong agreement among the covering analysts in raising estimates. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: 12 Month EPS Current-Quarter Estimate Revisions The earnings estimate of $8.69 per share for the current quarter represents a change of +457.1% from the number reported a year ago. The Zacks Consensus Estimate for Micron has increased 12.98% over the last 30 days, as three estimates have gone higher compared to no negative revisions. Current-Year Estimate Revisions For the full year, the earnings estimate of $35.10 per share represents a change of +323.4% from the year-ago number. In terms of estimate revisions, the trend for the current year also appears quite encouraging for Micron. Over the past month, four estimates have moved higher compared to no negative revisions, helping the consensus estimate increase 7.43%. Favorable Zacks Rank The promising estimate revisions have helped Micron earn a Zacks Rank #1 (Strong Buy). The Za...

Micron (MU) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company. Analysts' growing optimism on the earnings prospects of this chipmaker is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. This insight is at the core of our stock rating tool -- the Zacks Rank. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. Consensus earnings estimates for the next quarter and full year have moved considerably higher for Micron, as there has been strong agreement among the covering analysts in raising estimates. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: 12 Month EPS Current-Quarter Estimate Revisions The earnings estimate of $8.69 per share for the current quarter represents a change of +457.1% from the number reported a year ago. The Zacks Consensus Estimate for Micron has increased 12.98% over the last 30 days, as three estimates have gone higher compared to no negative revisions. Current-Year Estimate Revisions For the full year, the earnings estimate of $35.10 per share represents a change of +323.4% from the year-ago number. In terms of estimate revisions, the trend for the current year also appears quite encouraging for Micron. Over the past month, four estimates have moved higher compared to no negative revisions, helping the consensus estimate increase 7.43%. Favorable Zacks Rank The promising estimate revisions have helped Micron earn a Zacks Rank #1 (Strong Buy). The Za...

Earnings Estimates Moving Higher for Palantir Technologies (PLTR): Time to Buy? Nasdaq