How much upside is left in Palantir Technologies (PLTR)? Wall Street analysts think 30.82% MSN

Tech investors have had a volatile start to 2026, and artificial intelligence (AI) darling Nvidia (NVDA 2.94%) hasn't been spared. As of this writing, the semiconductor giant's stock has fallen almost 5% year to date. With shares taking a breather after an incredible multi-year run, investors might be wondering if this is a rare opportunity to buy the dip. Or is the market right to be cautious about a stock? Firing on all cylinders Looking at the company's latest results, it's hard to find much to complain about. The business is undeniably strong. In its fourth quarter of fiscal 2026 (ended Jan. 25), Nvidia's revenue was $68.1 billion, up 73% year over year. This top-line surge was fueled by the company's crucial data center segment, where revenue jumped 75% from a year ago to a record $62.3 billion. "Computing demand is growing exponentially -- the agentic AI inflection point has arrived," noted CEO Jensen Huang in the company's earnings release. The company's massive revenue growth efficiently trickled down to the bottom line. Nvidia's fourth-quarter earnings per share skyrocketed 98% year over year to $1.76. And management is also putting its immense cash generation to work. During fiscal 2026, Nvidia returned $41.1 billion to shareholders through share repurchases and cash dividends. A buyback of this scale highlights management's confidence and directly benefits shareholders by reducing the overall share count. Even more, the company isn't forecasting a slowdown anytime soon. Management guided for first-quarter fiscal 2027 revenue of approximately $78.0 billion, indicating sequential growth will persist. Even more, this guidance represents an acceleration, implying about 77% year-over-year growth, compared to the 73% growth the company reported in fiscal Q4. Competition and margin uncertainty The problem, however, lies in what the future might hold as the AI landscape matures. The risk is not necessarily a sudden collapse in AI spending. It is rising competitio...

Tech investors have had a volatile start to 2026, and artificial intelligence (AI) darling Nvidia (NVDA 2.94%) hasn't been spared. As of this writing, the semiconductor giant's stock has fallen almost 5% year to date. With shares taking a breather after an incredible multi-year run, investors might be wondering if this is a rare opportunity to buy the dip. Or is the market right to be cautious about a stock? Firing on all cylinders Looking at the company's latest results, it's hard to find much to complain about. The business is undeniably strong. In its fourth quarter of fiscal 2026 (ended Jan. 25), Nvidia's revenue was $68.1 billion, up 73% year over year. This top-line surge was fueled by the company's crucial data center segment, where revenue jumped 75% from a year ago to a record $62.3 billion. "Computing demand is growing exponentially -- the agentic AI inflection point has arrived," noted CEO Jensen Huang in the company's earnings release. The company's massive revenue growth efficiently trickled down to the bottom line. Nvidia's fourth-quarter earnings per share skyrocketed 98% year over year to $1.76. And management is also putting its immense cash generation to work. During fiscal 2026, Nvidia returned $41.1 billion to shareholders through share repurchases and cash dividends. A buyback of this scale highlights management's confidence and directly benefits shareholders by reducing the overall share count. Even more, the company isn't forecasting a slowdown anytime soon. Management guided for first-quarter fiscal 2027 revenue of approximately $78.0 billion, indicating sequential growth will persist. Even more, this guidance represents an acceleration, implying about 77% year-over-year growth, compared to the 73% growth the company reported in fiscal Q4. Competition and margin uncertainty The problem, however, lies in what the future might hold as the AI landscape matures. The risk is not necessarily a sudden collapse in AI spending. It is rising competitio...

Last year, Oracle (NYSE:ORCL) announced a massive, $500 billion data center project in Texas that signed on major AI stocks as partners. The Stargate initiative was positioned as a transformative leap for the company’s cloud business, promising to power next-generation AI workloads and deliver outsized revenue growth. While questions loomed about Oracle financials and the ... Is Oracle’s Massive $500 Billion Stargate Project in Trouble?

Is Oracle’s Massive $500 Billion Stargate Project in Trouble? 24/7 Wall St.

As the earnings season winds down, investors are shifting their focus to updated quant ratings following the latest batch of corporate results. The scores provide a snapshot of how companies stack up across key metrics such as valuation, growth, profitability, momentum, and analyst revisions after reporting quarterly earnings. Below is a snapshot of mid-cap financial companies with market capitalizations between $2 billion and $10 billion, highlighting those with the highest and lowest quant ratings after the earnings season, pointing to firms that strengthened their fundamentals and those that trailed their peers. Top-quant rated stocks: StoneX Group ( SNEX ), Quant Rating: 4.82, Strong Buy. The Hanover Insurance Group ( THG ), Quant Rating: 4.78, Strong Buy. Sezzle ( SEZL ), Quant Rating: 4.73, Strong Buy. Bank of Hawaii ( BOH ), Quant Rating: 4.68, Strong Buy. Enova International ( ENVA ), Quant Rating: 4.67, Strong Buy. Bottom-quant-rated stocks: Webull ( BULL ), Quant Rating: 1.20, Strong Sell. SLM ( SLM ), Quant Rating: 1.25, Strong Sell. PennyMac Financial Services ( PFSI ), Quant Rating: 1.27, Strong Sell. Upstart Holdings ( UPST ), Quant Rating: 1.33, Strong Sell. Shift4 Payments ( FOUR ), Quant Rating: 1.35, Strong Sell. More on StoneX, Hanover Insurance, etc. Webull Corporation (BULL) Q4 2025 Earnings Call Transcript Upstart Holdings, Inc. (UPST) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Shift4 Payments, Inc. (FOUR) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript Most and least shorted $2B+ financial stocks in early March Webull aims to double premium subscribers and expand B2B platform in 2026 as AI drives platform growth

He was remanded into custody by Judge Vanessa Lloyd and told he would next appear at the Old Bailey on 7 April.

AtaiBeckley Inc. is working with advisers to explore options for its flagship psychedelic drug candidate, according to people familiar with the matter. The firm is looking at a potential sale or partnership for BPL-003, a nasal spray for treatment of severe depression that’s entering phase 3 clinical trials, the people said. AtaiBeckley is aiming to fetch $2 billion or more from a deal and has picked Jefferies Financial Group Inc. and JPMorgan Chase & Co. to lead talks with other pharmaceutical companies, said the people, who asked not to be identified as the information is private. Under a co-commercialization agreement, AtaiBeckley would share responsibilities like stage 3 trial costs and marketing, while it splits revenues and profits with a partner, according to the people. A royalty deal could also be an option, some of the people said. The company aims to conclude talks in the second quarter, they added. Shares of AtaiBeckley have fallen 17% this year, giving the company a market value of about $1.2 billion. Deliberations are ongoing and no final decisions have been made, the people said. Representatives for AtaiBeckley, Jefferies and JPMorgan declined to comment. Founded by Chairman Christian Angermayer and backed by billionaire Peter Thiel , AtaiBeckley focuses on developing rapid-acting and convenient mental health treatments. The bank appointments came as the US Food and Drug Administration gave the green light for BPL-003 to enter the next phase of trials following successful end-of-phase 2 meeting with the authority. The use of psychedelics for severe depression has been gaining support in the US and abroad. More than 20 million adults in the US have the condition and roughly 30% haven’t responded to treatment. As one of the first movers, Johnson & Johnson turned its esketamine treatment Spravato, based on a compound with psychedelic-like features, into a blockbuster therapy for treatment-resistant depression. J&J’s Chairman and Chief Executive Officer J...

17m ago 16.41 GMT Will Unwin “It’s just surreal,” says the former Wrexham midfielder Mickey Thomas, scorer of arguably the club’s most famous goal. When he helped strike down Arsenal, the reigning English champions, in the FA Cup third round in 1992, he could not have expected 34 years later to be regularly rubbing shoulders with some of the world’s biggest stars, regaling them with the story of how he smashed a free‑kick past David Seaman. In recent years, Wrexham have welcomed a glittering array of famous Hollywood guests to Cae Ras, thanks to Ryan Reynolds and Rob Mac, who often invite Thomas to the owners’ box. The north Walian town has become a hotbed for famous faces, all given the warmest welcome by a club enjoying a meteoric rise. Channing Tatum, Hugh Jackman, Will Ferrell and Paul Rudd have made the trip across the Atlantic to witness how Reynolds and Mac have transformed this corner of Wales. They, however, are not as big a draw as Premier League Chelsea, who visit in the Cup fifth round on Saturday. Wrexham, occupants of a Championship playoff spot, have the capabilities to take their second top-flight scalp of a season that could end with a fourth consecutive promotion.

Electric vehicle (EV) automaker Tesla has come under fire of late, suffering lawsuits for its hiring practices, as well as incurring sluggish sales numbers in key regions like Europe and China. Read More: Elon Musk Says You Don’t Need To Worry About Saving for Retirement Check Out: 4 Safe Accounts Proven To Grow Your Money Up To 13x Faster Such factors have made Tesla stock ownership somewhat volatile, yet despite that fact, controversial Tesla CEO Elon Musk has made a shocking prediction about the company, one that he assures will send Tesla stock spiking in value — all the way to the moon. Also see why Tesla stock is under fire and what to do with the stock. Tesla Is Headed to the Moon As Benzinga reported, Musk recently declared that Tesla’s future is headed to the moon. “In 20 years, I’d say Tesla’s got factories on the moon,” Musk boasted, adding that investors should hold on to their Tesla stock “because it’s gonna be worth a lot.” This comes after months of Musk making similar assertions about Tesla’s future being on the moon, as the billionaire CEO predicted that Tesla could build satellite factories on the lunar body, in order to then launch artificial intelligence (AI) data center satellites into orbit without having to use actual rockets, per Benzinga. Musk believes this revolutionary concept will send Tesla stock soaring. Musk is so set upon establishing Tesla on the moon that he’s even offset his long-gestating plan to secure colonization of Mars with his company SpaceX. Per Time, Musk has announced that he has shifted his focus from Mars colonies to “self-growing” cities on the moon — despite the fact that just over a year ago, Musk insisted that “we’re going straight to Mars. The moon is a distraction.” Explore More: Self-Made Millionaires Suggest 5 Stocks You Should Never Sell What Does This Mean for Investors? Tesla’s stock has seen plenty of ups and downs over the past year. As of March 5, the stock is down about 8% for 2026; however, it’s up 44% o...

The AI Trade: Now With Less Circle And More Jerk Submitted by QTR's Fringe Finance As if markets didn’t already have enough to worry about heading into the weekend — an escalating conflict involving Iran, growing stress in private credit , and the ongoing annoyance of positive real interest rates — one of the “AI will solve everything, just add capex” deals that everyone in markets have been quietly laughing about while investing in for the past year has officially started to unravel. According to Bloomberg , Oracle Corporation and OpenAI have scrapped plans to expand a flagship artificial intelligence data center campus in Abilene, Texas after negotiations dragged on over financing and, more awkwardly, OpenAI’s “changing needs.” Changing needs, of course, being corporate-speak for: the numbers probably stopped making sense once someone sat down with a spreadsheet and noticed that data center financing deals are starting to arrive dead on the operating table . The project in question sits in Abilene and is being developed by Crusoe Energy Systems as part of the highly publicized Stargate initiative — one of the many AI infrastructure megaprojects that have been breathlessly announced over the past year with the implicit assumption that demand for compute will grow forever, financing will always be available, and electricity will somehow materialize in gigawatt quantities on command. The site itself is enormous: roughly 1,000 acres of land designed to host hyperscale data center clusters that would consume multiple gigawatts of power. Portions of the facility are already operating, and construction continues. But the big expansion — the one that was supposed to anchor the next phase of the project — suddenly no longer has a tenant. Which is not exactly the kind of development you want in the middle of what’s supposedly the most unstoppable technology boom since the internet. The timing of the headline didn’t exactly help market nerves either. The news crossed the tap...

Shares of electric vehicle maker Polestar (PSNY +0.91%) had a rough week, even by the volatile standards of electric vehicle stocks. A rapid sell-off left Polestar's American depositary shares down 29.2% for the week by Friday's close. What drove that decline? The answer isn't obvious, but here's what we know. This volatility wasn't driven by news There was no news driving this move. (I covered this company when I was a reporter. If there were news, I'd know about it, and I'd share it with you.) But here's what I do know: Someone, for some reason, bought a ton of Polestar stock in the last hour before U.S. markets closed on Friday, Feb. 27. Those purchases drove the stock price up from $18.71 at 3 p.m. ET to $23.38 at closing just an hour later. That's a gain of almost exactly 20% in just an hour of trading. Was it a fund trading a rumor? A glitch in an algorithm? A trader's mistake? Something else? Whatever it was, it was unwound pretty quickly. While the stock stayed up in that range on the following Monday, the share price fell below $20 in early trading on Tuesday and spent the rest of the week bouncing around the teens. Here's a six-month chart for some more context. We can see that the stock sold off after Polestar reported its third-quarter results on Nov. 12 -- and again after a reverse stock split took effect in December. But there was no news driving the most recent sell-off. There may be more turbulence ahead The takeaway here is that Polestar's recent price gyrations aren't driven by its fundamentals. Shareholders may need to hold tight at least until Polestar reports its full-year 2025 results later this month.

Social Security is supposed to be a critical income source for retirees. Unfortunately, retirees are being let down by a big flaw in the benefits program. The flaw has to do with the Cost of Living Adjustments (COLAs) that are supposed to help seniors ensure their benefits keep pace with inflation. In 2026, the COLA ... The 2026 Social Security COLA Is Already Failing Retirees

Michael Vi/iStock Editorial via Getty Images Roche ( RHHBY ) expects its diagnostics division to remain exposed to the Trump administration’s tariffs despite a recent U.S. pricing deal that gave a three-year tariff exemption for its pharmaceutical imports, the company chairman, Severin Schwan, said on Saturday. Speaking to Swiss daily Neue Zürcher ​Zeitung, Schwan noted that while Roche’s ( RHHBF ) deal with the government will make its medicines exempt from the newly imposed U.S. tariffs, its diagnostics division remains vulnerable. He expects the U.S. to use a different legal basis to impose new duties on the company’s diagnostic products after the expiry of the initial 150-day limit required under Section 122 of the Trade Act of 1974, which President Trump used for the latest tariffs. "As ​far as pharmaceuticals are concerned, we assume our agreement with the ​government is binding and that we will continue to be exempt from tariffs on the import of medicines," Schwan said, adding, "But our diagnostics business continues to be significantly affected." Roche’s ( RHHBF ) diagnostics division generated CHF 13.8B in sales last year, making up more than a fifth of the Swiss drugmaker’s topline and indicating a ~2% YoY growth on a currency-adjusted basis. While the company manufactured diagnostic product s in America, it also exported a large portion of tests and instruments from European countries, including Switzerland, to the U.S., Schwan said, adding that Roche ( RHHBY ) also faced import duties from China. "But because China has introduced retaliatory tariffs , we end up, as a U.S. net exporter, ​paying tariffs twice. That's absurd," he added. More on Roche Holding Roche Holding AG (RHHBY) Shareholder/Analyst Presentation Roche Holding AG (RHHBY) Shareholder/Analyst Call Transcript Roche Holding AG (RHHBY) Q4 2025 Earnings Call Transcript Roche succeeds in mid-stage trial for obesity drug developed with Zealand Roche CEO Schinecker wants a bite of the weight loss ...

$ORCL stock rose 5% this week. Here's what we see in our data. Quiver Quantitative

Source: Bloomberg, 32:03

Taking on trillion-dollar companies is no easy feat. That's evident in the recent performances of both The Trade Desk (TTD 1.75%) and AppLovin (APP 1.16%). The two adtech companies have seen their share prices slashed amid competitive pressures from tech giants Amazon (AMZN 2.61%) and Meta Platforms (META 2.33%). While growing competition from deep-pocketed tech giants with established relationships with millions of small businesses creates significant uncertainty for smaller competitors, the sell-off in both stocks may present an opportunity for investors. If you have to pick one, though, which stock should you buy: The Trade Desk or AppLovin? 2026 outlook for pure-play adtech stocks While fears of competitive pressure have impacted both The Trade Desk and AppLovin, the threat is most evident in The Trade Desk's financial results. The Trade Desk has produced slowing revenue growth in each of the last three quarters. 2025 revenue growth slowed to 18% for the year, down from 26% in 2024. Management's first-quarter outlook is far from encouraging, too. It expects just 10% revenue growth. That doesn't bode well for the rest of the year. Making matters worse, management's guidance suggests that adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) will decline this quarter. However, The Trade Desk CFO Tahnil Davis assured investors the adjusted EBITDA margin for the full year is expected to match last year's. The company will experience higher costs in the first quarter due to investments in infrastructure and talent. Expand NASDAQ : TTD The Trade Desk Today's Change ( -1.75 %) $ -0.52 Current Price $ 29.27 Key Data Points Market Cap $14B Day's Range $ 28.04 - $ 29.47 52wk Range $ 21.08 - $ 91.45 Volume 1.4M Avg Vol 17M Gross Margin 78.63 % Many investors attribute the slowdown in growth to Amazon's demand-side platform. CEO Jeff Green has repeatedly argued that Amazon primarily sells its owned-and-operated inventory, whereas The Trade Desk o...

yhelfman/iStock via Getty Images Introduction Public Storage ( PSA ) is a large REIT, focusing on self-storage activities. The REIT owns more than 3,500 self-storage facilities in the United States for a total of almost 260 million net rentable square feet. The REIT also owns a 35% stake in Shurgard Self Storage ( SSSAF ) . The common shares are pretty expensive after their recent 15% increase, but the REIT’s preferred equity could be an interesting idea for income-focused investors, as they offer yields in excess of 6%. My last coverage on PSA was in November 2025. Data by YCharts Public Storage’s performance remains strong, and the balance sheet is still robust Looking at the REIT’s Q4 result, we see it reported a total FFO of $762 million , and a core FFO of almost $750 million. And after also deducting the just over $80 million in maintenance capex, the total amount of Funds Available for Distribution was $687 million . This was approximately $4.33 per share. PSA Investor Relations Keep in mind this already includes the impact of the preferred dividends. During the final quarter of last year, Public Storage paid just under $49 million in preferred dividends, which means the quarterly pre-dividend FAD would have been approximately $736 million. And more importantly, this means PSA needed just around 7% of the FAD to cover the preferred dividends. And as a preferred shareholder, the lower the payout ratio, the better. At the end of last year, the total amount of assets on the balance sheet was approximately $20.2 billion , with $9.25 billion of that amount in equity. Of the $9.25 billion in equity, $4.35 billion was preferred equity, which means there was almost $5 billion in common equity, which, of course, ranks junior to the preferred equity. PSA Investor Relations But keep in mind the $9.25 billion in equity is based on the book value of the real estate assets. While the total acquisition cost exceeded $30 billion, the real estate is currently in the books for...

Key Points Eli Lilly is a market darling at the moment because of its industry-leading GLP-1 drugs. The stock looks priced for perfection despite a well-known drug cycle. 10 stocks we like better than Eli Lilly › Eli Lilly (NYSE: LLY) wasn't the first to market with a GLP-1 drug. However, its Mounjaro (for diabetes) and Zepbound (for weight loss) drugs have proven more effective than competing products. That's moved Eli Lilly to the head of the pack, but investors may be a bit too excited about the company's prospects. In 10 years, the story around this stock is likely to be very different. Success is Eli Lilly's big problem Sales of Mounjaro rose 99% in 2025. Zepbound's sales rose an even more impressive 175%. Eli Lilly is the clear leader in the GLP-1 drug space with these highly successful drugs. 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 » That's good news, but investors are well aware of the company's success. The stock's price-to-earnings ratio is a very high 44. By comparison, stocks in the S&P 500 have an average P/E of 28, and the average pharmaceutical stock's P/E is just under 23. Investors excited about GLP-1 drugs have priced a lot of good news into Eli Lilly's stock. Notably, Mounjaro and Zepbound currently account for 56% of the company's revenue and most of its growth. Buying Eli Lilly right now is a bet that the company's GLP-1 success continues. What about the competition and patent protection? The problem with buying Eli Lilly at its current valuation is that the pharmaceutical sector has a clear history to look back on. While Eli Lilly is the GLP-1 leader today, Novo Nordisk was first to market with a GLP-1 drug. Eli Lilly's product is more effective and, thus, is selling better. Novo Nordisk is still innovating, and other competitors, like Pfizer, are also looking at the GL...

Welcome to The Sixth Bureau podcast by Bloomberg and iHeart Media. A transcript of the fourth episode is below. Listen and subscribe to the podcast on Apple , Spotify , iHeart or wherever you get your podcasts, and learn more about the project here . One Way In, One Way Out Our transcripts are generated by a combination of software and human editors, and may contain slight differences between the text and audio. Drake Bennett: A quick note: This is the fifth episode of this series, if you haven't listened to the previous episodes, we recommend going back and listening in order. Thanks. Jordan Robertson: About five months after GE engineer David Zheng agreed to work with the FBI, he was on a plane with agent Mike Reigle. Heading for Europe. Mike Reigle: It's stressful. He's like, I'm taking a huge risk. I'm away from my family. I'm in a foreign country. I'm doing some weird thing against the Chinese government. Tim Mangan: And we had to make it clear to him, look, you are never going to meet with him again. This is just to get him in the country. Robertson: The mission: Arrest Xu Yanjun, a Chinese intelligence officer. Alan Kohler: This is something we've never, ever done before. Can we actually get this guy out of China so we can get our hands on him? Emily Glatfelter: I was skeptical that it would work out. Like, right, we're gonna get a Chinese intelligence officer and (laughs) we're gonna bring him back from China and we're gonna try him, and we're like, right. Bradley Hull: At this point, I have done some crazy things. I've convinced people way more important than me at the FBI, this is gonna work. It has to work Glatfelter: I mean, there's lots of times we tried to do international arrests and they just don't work. Something happens, someone gets tipped off, someone gets cold feet, doesn't show up. Hull: I still had that faith, but deep down you're like, man, if this breaks bad on me, I'm never gonna live this down. Robertson: From Bloomberg News and iHeart Pod...

Palantir Technologies (PLTR) Is Up 14.6% After Pentagon AI Shift Boosts Defense Workloads - Has The Bull Case Changed? simplywall.st

TSMC Fast Tracks Mega Fab To Capture Rising AI Chip Demand simplywall.st

Nvidia: Paying The Opportunity Cost Is Painful, Trim To Fit (NASDAQ:NVDA) Seeking Alpha

MattGush/iStock Editorial via Getty Images Since my first Strong Sell article on Nvidia Corp ( NVDA ), the stock is up by about 53 percent against the S&P's ( SP500 ) 17 percent. Seeking Alpha One could assume that my thesis was irreparably broken, as was my reputation on Seeking Alpha (if you look at some of the comments), but there is a reason I continue to rate NVDA a Strong Sell despite this all-apparent epic fail. That initial rating was given on March 4, 2025 - a year ago, almost to the day. At the time I had not and could not have foreseen that the market - and, indeed, NVDA - would bounce back to health since the tariff-driven lows of April last year. But was it an epic fail, in reality? My second article, dated September 29, is where my thesis really began to fall into place, because since that article more than five months ago, NVDA has moved nowhere. Seeking Alpha Despite two quarters of NVDA smashing revenue expectations, the stock has stubbornly moved sideways in all that time. Seeking Alpha The stock has underperformed not only through two strong quarters, but also a Q4 2026 top line growth of 73 percent and a $78 billion Q1 2027 forecast that would represent a 77.3 percent growth rate. I am confident NVDA will be able to reach that target in the current quarter, that is not in question at all. What is very much in question is whether or not one's investment will reflect that optimism. It may or it may not. In all likelihood, NVDA will have no problem recognizing more than the $78.4 billion the consensus stands at right now, but will the stock behave accordingly? My renewed Strong Sell rating says it most likely will not, and therein lies the thrust of my thesis. This may not be a stock you want to hold long term in anticipation that the market will suddenly start rewarding it again the way it did from last April until early November. Do participate in upside, but very strategically, trimming down whatever is costing you the most in terms of missed inv...

Lucy Bronze made her 145th senior appearance for England on Saturday, but few of her performances can have been better than this superb all-round display. The 34-year-old right-back scored the opener on 23 minutes with a fine header following a perfectly timed run to meet Taylor Hinds' cross to ensure England's early pressure paid off. And with 12 minutes to play, as nerves jangled around the ground amid the Lionesses' failure to extend their advantage, Bronze produced a perfect cross for Georgia Stanway to sweep a volley home and seal three World Cup qualifying points against Iceland. On the day she surpassed Karen Carney to become the third most-capped England footballer of all time, Bronze showed why she remains the gold standard for the Lionesses on and off the pitch. "She's an incredible human being," England manager Sarina Wiegman told her post-match media conference when asked by BBC Sport about Bronze's performance. "She delivers herself and has so much football intelligence, helping the team on and off the pitch." Bronze has been England's undisputed first choice at right-back for more than a decade, but questions about succession planning have begun to swirl. She will be 35 by the time of the 2027 Women's World Cup in Brazil, and Maya le Tissier started at right-back against Ukraine in midweek. But Bronze's display at the City Ground was note perfect. She took five shots, played 49 passes with 91% accuracy, and in defence helped keep Iceland to one single effort on goal - which was brilliantly saved by Hannah Hampton in her only significant action. It showed Bronze remains integral to Wiegman's England. "She plays a big role in the team - she wants to make the World Cup," the Dutch coach said. "She is also still building minutes, but if you deliver like this on the pitch you are still so important." The woman Bronze overtook in the England appearance standings led the praise for the two-time European champion. "That's why Lucy is in the team," Carney told ...

Advanced Micro Devices Inc. is fortifying its domestic footprint and market sentiment despite broader sector volatility. This week, the company's momentum score climbed from 88.93 to 90.84, placing it within the top 10% of the market as it secures critical infrastructure and product milestones. Strategic Validation And Elite Rankings While the stock faces short-term bearish pressure—down 7.26% YTD—its underlying fundamentals remain robust. AMD currently boasts an exceptional quality score of 93.86, a metric that evaluates operational efficiency and financial health relative to peers. Don't Miss: Benzinga’s Edge Stock Rankings indicate that AMD maintains a weak price trend over the short and medium terms but a strong trend in the long term. Benzinga's Edge Stock Rankings for AMD. Expanding Domestic AI Capacity Central to this momentum is a strategic collaboration with Flex Ltd. to accelerate U.S.-based manufacturing for AMD's Instinct MI355X GPU platforms. The momentum surge also follows a “blockbuster” multiyear partnership with Meta Platforms Inc., valued at up to $60 billion. Analysts, including Kevin Cassidy of Rosenblatt, have reiterated a “Buy” rating with a $300 price target, suggesting nearly 40% upside. Trending: Before the IPO: How One Company Quietly Locked Up 500+ Iconic Character Rights Beyond the data center, AMD recently “unleashed” the Ryzen AI 400 Series, the world's first desktop processors designed for Copilot+ experiences. Expected to ship in the second quarter of 2026 through partners like Dell Technologies Inc., HP Inc., and Lenovo Group Ltd., these chips transition the PC from a simple tool into an intelligent assistant. AMD Slides In 2026 Shares of AMD have fallen by 7.26% year-to-date, while the Nasdaq 100 index has declined by 0.85% in the same period. The stock was 22.36% higher over the last six months and 98.90% over the year. On Tuesday, the stock was 3.48% lower in premarket. Read Next: Up Next: Transform your trading with Benzinga Edge...

AMD Unveils World's First Copilot+ Desktop Chips— Momentum Climbs Despite Short-Term Tech Slide Yahoo Finance

Neocloud company CoreWeave (CRWV 2.67%) released its fourth-quarter 2025 results on Feb. 26, and investors weren't impressed by the company's numbers and outlook. The stock fell sharply following the report and is now trading 60% below the 52-week high it achieved in June last year. CoreWeave stock has jumped impressively since its initial public offering (IPO) in March last year. However, the stock has remained under pressure in recent months over concerns about its huge capital expenditure and worries about an artificial intelligence (AI) bubble. As such, it was easy to see why investors pressed the panic button after the company reported a bigger-than-expected loss and delivered lower-than-expected revenue guidance for the current quarter. Savvy investors, however, may be wondering if it is a good time to buy this AI stock. Let's take a closer look at its results and guidance and see whether the pullback is indeed a buying opportunity. CoreWeave's aggressive spending has worried investors, but it would be better to focus on the bigger picture CoreWeave's 2025 revenue jumped by 168% year over year to $5.1 billion. However, its capital expenditures were much higher at $14.9 billion last year. CoreWeave spent $8.2 billion in capital expenditures in Q4 alone, a jump of 242% from the year-ago period. As a result, its adjusted net loss surged by almost tenfold to $606 million in 2025. Expand NASDAQ : CRWV CoreWeave Today's Change ( -2.67 %) $ -2.00 Current Price $ 72.82 Key Data Points Market Cap $38B Day's Range $ 71.86 - $ 77.92 52wk Range $ 33.52 - $ 187.00 Volume 871K Avg Vol 28M Gross Margin 47.77 % However, CoreWeave's aggressive capital spending is a necessity. That's because the demand for AI-focused cloud computing capacity is rising at an incredible pace, and there isn't enough supply available in the market to satisfy the demand. According to Goldman Sachs, data center power capacity in the U.S. could fall short of demand by 9 gigawatts (GW) in 2026, followe...

Richard Drury/DigitalVision via Getty Images Introduction The last time I covered Broadstone Net Lease ( BNL ), I called them a “Strong And Predictable High-Yield REIT With Solid Upside Potential,” highlighting their asset quality, significant investments and strong dividend yield. After a good year where they got back on a solid growth path with an organic pipeline of build-to-suit projects that should still offer upside, I reiterate BNL’s Buy rating, still trading at an attractive valuation and offering a peer-leading dividend that can continue to grow. Internal Developments Broadstone Net Lease IR BNL reported a mixed Q4 and an overall good 2025, with the latest quarter missing in terms of FFO but beating the market’s revenue estimates , while the AFFO continued to ramp up, with the AFFO per share growing from $0.36 in Q4’24 to $0.38 in Q4’25, which is not bad given the weak environment we’re talking about. They also mention several build-to-suit projects in development for a total investment value of about $407.5 million, a straight-line rent of 8.6% and a weighted average term of 13.2 years, benefitting from annual rent escalators of roughly 2.6%. Note that 10 of these 11 properties should come online in 2026, while the 11th (a ~$50 million Amazon ( AMZN ) distribution center in Florida ) is expected to reach its rent commencement in May 2027, which is a very strong pipeline for a ~$3.8 billion market cap company despite the current market weakness. As for the 2026 guidance, BNL expects an AFFO between $1.53 to $1.57 per share (reiterating their previous guidance), with $500 million to $625 million in acquisitions and $75 million to $100 million in dispositions. Broadstone Net Lease IR Financially, based on BNL’s latest report , we can see a strong position for a REIT, with a manageable amount of debt that’s very well covered by the assets, while the maturities spread well into the future, with no significant debt wall to worry about. The ~$2.9 billion equity (...

Ford Motor Company (F 1.66%) stock plunged 13.8% this week, according to data provided by S&P Global Market Intelligence. That may not come as too much of a surprise, considering oil prices rose by the largest weekly amount in futures trading history. The 35% jump in U.S. oil prices sent the stocks of automakers, cruise line operators, and airlines plunging. But there was also a company-specific reason that Ford stock dropped as much as it did. Recall headaches continue Ford announced vehicle recalls this week totaling nearly 2.4 million vehicles. The recalls are primarily associated with failures in rearview cameras and windshield wiper problems, according to the National Highway Traffic Safety Administration. That adds to the news last month that Ford recalled 4.3 million vehicles for safety issues involving towing-trailer lights and brakes. That can be fixed with an over-the-air software update, but it still impacts Ford's margins and reputation. Expand NYSE : F Ford Motor Company Today's Change ( -1.66 %) $ -0.20 Current Price $ 12.13 Key Data Points Market Cap $48B Day's Range $ 12.03 - $ 12.31 52wk Range $ 8.44 - $ 14.79 Volume 2.1M Avg Vol 63M Gross Margin 6.52 % Dividend Yield 4.94 % In 2022, the company brought on board a "quality czar" to lead enhancement initiatives. Jim Baumbick was chosen for this position to supervise the company's efforts to improve vehicle quality and resolve quality-related challenges. However, despite CEO Jim Farley's promotion of quality improvements, problems continue to persist. The rash of recalls only exacerbated investor selling in a week driven by uncertainty over conflict in the Middle East and concerns about how high oil prices may go.