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.

Available for over a year Iran’s president has apologised to Gulf states for attacking them. He has also warned that Iran will not attack its neighbours "unless attacked first". Laura asks Iran’s ambassador to the UK, Seyed Ali Mousavi, about the events of the past week, and what the apology really means. Paddy’s been talking to an Iranian woman who has fled the country about her views on the regime and their actions over the past few months. They get together to discuss what they’ve heard, and have a look at how seriously we should take dire economic warnings with Gillian Tett, a columnist for the Financial Times and the head of King's College, Cambridge. You can now listen to Newscast on a smart speaker. If you want to listen, just say "Ask BBC Sounds to play Newscast”. It works on most smart speakers. You can join our Newscast online community here: https://bbc.in/newscastdiscord Get in touch with Newscast by emailing newscast@bbc.co.uk or send us a WhatsApp on +44 0330 123 9480. New episodes released every day. If you're in the UK, for more News and Current Affairs podcasts from the BBC, listen on BBC Sounds: https://bbc.in/4guXgXd Newscast brings you daily analysis of the latest political news stories from the BBC. The presenters were Laura Kuenssberg and Paddy O'Connell. It was made by Chris Flynn with Laura Cain. The social producer was Joe Wilkinson. The technical producer was Philip Bull. The assistant editor is Chris Gray. The senior news editor is Sam Bonham. Programme Website

Key Points Nvidia is set to benefit from increased spending on AI data centers. With the most complete AI stack, Alphabet is well-positioned for the long term. Meta has shown it can use AI to grow its core business. 10 stocks we like better than Nvidia › With earnings season in the first three months of 2026 winding down, March can be a great time to pick up some tech stocks without the worry of a big stock-moving event on the near horizon. Let's look at three top AI stocks to buy this month. 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 » Nvidia The slight dip in Nvidia's (NASDAQ: NVDA) stock price following its earnings release late last month opens up a buying opportunity. The company continues to grow its revenue rapidly, with its sales soaring 73% year over year in the fiscal fourth quarter to $68.1 billion. That growth shows no signs of letting up. Demand for its graphics processing units (GPUs) remains through the roof, while its networking portfolio has climbed 3.5 times to $11 billion. The five largest AI players alone are set to spend $700 billion on AI infrastructure in 2026, which will be a big driver for Nvidia. These companies are also showing no signs of slowing their spending in the AI race. The GPU leader has also made moves to help strengthen its position for the next stages of AI, which will focus on inference and agentic AI. For inference, its acquisition of the talent of chipmaker Groq and the licensing of its technology position it better. Meanwhile, the company is improving its position in central processing units (CPUs), which will become more important with AI agents. Alphabet Over the past year, it has become increasingly clear that one of the best AI stocks to own for the long term will be Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG). The company has the most complete AI stac...

Source: Bloomberg, 0:00

Tadej Pogacar won a record fourth Strade Bianche title as he made a triumphant start to his 2026 season, with the teenage French sensation Paul Seixas second. The world champion made a typically devastating long-range break around 80km from the finish, after which it was a procession to the line in Siena for his third win in a row. In doing so, the four-time Tour de France winner proved once again that his appetite to triumph – and dominantly – has not diminished despite his myriad successes. One of the 27-year-old Slovenian’s main targets for this season comes in a week’s time at the Milan-San Remo one-day classic, one of only two of the five Monument races he is yet to win. The 19-year-old Seixas came home in second, with the young Mexican Isaac Del Toro third after 207km racing through picturesque rolling Tuscan countryside dusted with white gravel roads. View image in fullscreen The pack rides on the strade bianche – ‘the white roads’. Photograph: Fabio Ferrari/AP Pogacar made his decisive move – just as he had done two years ago – on the Monte Sante Marie gravel section. His UAE Team Emirates colleagues had put the hammer down heading into that section and once Pogacar attacked on a tough climb, he quickly distanced everyone else. Seixas was the rider who resisted the longest – even briefly dragging back Pogacar – before the world champion accelerated again and disappeared over the horizon for good. The Frenchman ended up in a chase group that included Del Toro – who was sitting on with his UAE teammate in the lead – the British former Strade Bianche winner Tom Pidcock and the American two-time Paris-Nice champion Matteo Jorgenson, but they were already over a minute behind 20km after Pogacar’s attack. Seixas attacked about 18km from the finish and only Del Toro went with him but the Mexican refused to help the Frenchman chase down Pogacar, who won with ease. Seixas, who many believe is the man to end his country’s wait – currently 41 years – for another Tour d...

Key Points Ferrari is a steady-growing and extremely profitable auto manufacturer. Taiwan Semiconductor is growing fast and is a pick-and-shovel play for the entire tech industry. BWX Technologies is a profitable and growing engineering company emerging as a leader in the SMR space. 10 stocks we like better than BWX Technologies › Nobody, not even the greatest investors in history, can predict the future. All anyone can do is look at where a stock has been and infer where it's headed. I can't tell you which stocks will 10X in the next 10 years but I can tell you about three great stocks that have the potential to. Each one has growing revenue, very high profitability, and smart management of its balance sheet. 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 » And even if one or all of these stocks don't 10X by 2036, I don't think you'll be disappointed looking back at your return on them in 10 years' time. 1. Let's go racing Up first is one that might surprise you: Ferrari (NYSE: RACE). The luxury car manufacturer known for building some of the most beautiful speed machines to grace the roads for the past several decades is also one of the most profitable companies in the auto industry. It's up 81% over the past five years. And despite an 18% dip in the last year, Ferrari is still going strong based on its latest results and I expect further growth in the future. For the whole of 2025, Ferrari brought in net revenue of 7.1 billion euros, up 7% year over year. Operating profit for the year totaled 2.1 billion euros, up 12% over 2024 and good for an operating margin of 29.5%. That's far and away the best profit margin in the auto industry. Toyota, with the next highest profit margin in the industry, has an operating margin of 8.5% right now. General Motors is sitting at 1.57% and Volkswagen is at 4.62...

So maybe France are not as good as we thought. Maybe England not as bad. But Scotland. Bloody hell. This was a rout of the Six Nations favourites, an absolute rout. The scoreline, outlandish though it may seem from the championship’s serial underachievers, in no way flatters Scotland. Indeed, it might be said to underestimate how comprehensive this win was. Scotland’s regret will be to have conceded four tries in the last 15 minutes. That denies Scotland top-of-the-table status going into the final round. France remain on course, just about. Their bonus point, ending up with six tries out of the game’s 13, keeps them ahead of Scotland on points difference. Such is that margin, the title remains France’s to lose. But let’s focus on the seven tries Scotland scored. The seventh, scored by Tom Jordan in the 63rd minute, put the hosts 47-14 up. Not even Scotland, their recent history replete with tales of agony, could lose from there. A Finn Russell penalty with a couple of minutes to go brought up the 50, but Tomas Ramos’s second try of the day in the last play of the game gave France the final word. It was clear more or less from the off that this, the most anticipated match yet of the championship, was not going to disappoint. The sun was out on a crisp spring afternoon, the French too in fine voice. And the wingers were quick to make their impression, always a good sign, the two pairs sharing the game’s first four tries between themselves, each one a gem. Even when Pierre Schoeman, a prop would you believe, muscled his way onto the scoresheet, eight minutes from the break to earn Scotland a 19-14 lead at the interval, he did it with a certain panache, reward for some sterling work with ball in hand. View image in fullscreen Scotland’s Darcy Graham (left) celebrates scoring a try with Sione Tuipulotu. Photograph: Jane Barlow/PA Darcy Graham finally pulled ahead of Duhan van der Merwe at the top of Scotland’s try-scoring chart when he went over for his 36th Test try af...

Microsoft (NASDAQ: MSFT) is committing over $100 billion to AI infrastructure, and the market is questioning whether this is visionary or excessive. If Azure monetization accelerates and Maia improves inference economics, the long-term compounding story strengthens dramatically. But if spending outpaces returns, volatility could test investor conviction in 2026 and beyond. Stock prices used were the market prices of March 2, 2026. The video was published on March 6, 2026. 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 » Should you buy stock in Microsoft right now? Before you buy stock in Microsoft, 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 Microsoft 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 $534,008!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,090,073!* Now, it’s worth noting Stock Advisor’s total average return is 949% — a market-crushing outperformance compared to 192% 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 7, 2026. Rick Orford has positions in Microsoft. The Motley Fool has positions in and recommends Microsoft. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their ...

It’s a packed week for tech earnings, and three companies are coming in with very different stories to tell. HPE: The Juniper Bet Gets Its First Real Test Hewlett Packard Enterprise (NYSE:HPE) reports Monday after the market closes, and the headline question is simple: is the Juniper Networks acquisition actually working? HPE’s most recent quarter ... HPE, Oracle, and Adobe Earnings Coming Next Week

Key Points TSMC has been a top performer on the stock market in the past year, and that trend is likely to continue. The company's influence over the global foundry market gives it immense pricing power. Its stock could easily hit $500 and rise further in the long run due to the secular growth opportunity. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Taiwan Semiconductor Manufacturing (NYSE: TSM), popularly known as TSMC, is a key player in the global artificial intelligence (AI) infrastructure ecosystem, manufacturing chips for all the major companies that design AI chips. This explains why TSMC stock has delivered healthy gains of 104% to investors over the past year, significantly outperforming the S&P 500's 15% gain over the same period. Shares of TSMC are now trading at $370 following the company's stellar surge. But will this foundry giant be able to sustain its momentum and head to $500? 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 » TSMC logo displayed on a company building. Image source: TSMC. TSMC's catalysts suggest that its earnings growth is sustainable TSMC clocked a 51% increase in earnings in 2025, to $10.65 per share, driven by a 36% increase in the top line. The semiconductor bellwether's earnings grew faster than its revenue, driven by impressive pricing power. TSMC is the world's biggest semiconductor foundry with an estimated share of 72% in the pure-play foundry market, according to Counterpoint Research. Meanwhile, the company estimates that it controls just over a third of the Foundry 2.0 market, which includes chip packaging, testing, and other verticals in addition to the pure foundry business model. However, Counterpoint Research estimates that TSMC's share of the Foundry 2.0 market stood at 39% in the third quarter of 2025, up six percentage point...

Eli Lilly (LLY +0.70%) 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. 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 GLP-1 space. Eli Lilly could be knocked from its throne just as easily as Novo Nordisk was, in a highly competitive sector. Expand NYSE : LLY Eli Lilly Today's Change ( 0.70 %) $ 6.92 Current Price $ 990.18 Key Data Points Market Cap $934B Day's Range $ 966.67 - $ 991.21 52wk Range $ 623.78 - $ 1133.95 Volume 132K Avg Vol 3.2M Gross Margin 83.04 % Dividend Yield 0.63 % That alone should have investors worried about what Eli Lilly'...

Rampant Scotland annihilated French Grand Slam dreams with a stunning seven-try victory at Murrayfield that blew the Six Nations championship wide open. In a staggering contest of 13 tries and 90 points, Gregor Townsend's men were astonishing in every way until a madcap endgame that saw France run in a battery of tries. The Scots landed seven scores and a half century of points against the previously imperious but now seriously beleaguered French. Darcy Graham put them ahead early. Louis Bialle-Biarrey - scoring in his ninth consecutive Six Nations match - and Theo Attisogbe hit back in rapid order to seemingly put France in control. But, no. Steyn and Pierre Schoman scored before the half was out. Then Ben White darted over early in the new half, followed quickly by Steyn and Graham, each for their second of the match. Tom Jordan added a seventh as France reeled - 47-14 after just over an hour and then 50-14 when Finn Russell banged over a conversion. France came back with a barrage of tries late on - and claimed what could prove a decisive bonus point - but it was too little, too late for this game. This was a glorious, bewilderingly brilliant day for these Scotland players. Dublin awaits the on the final day. The French still have it in their hands - a bonus-point win over England in Paris will retain the title. But anything less opens the door for the Scots and, potentially, even the Irish.

Getty Images Synopsys (NASDAQ: SNPS ) remains one of the top EDA software providers for chip designers, dominating the EDA market alongside Cadence ( CDNS ). In my last article , I was bullish in Synopsys with the main argument that the market overreacted with a poor design IP revenue in Q3 FY25, which though is still facing negative growth in Q1 FY26, is now no longer the main focus for Synopsys with their Design Automation revenue continuing to gain momentum as well as the acquisition of Ansys playing a major role, essentially being one of the main catalysts and bullish sentiment for Synopsys over the past few months. Despite that, though AI is the major catalyst for Synopsys, as an increase in research and design will obviously benefit Synopsys, recent AI fears of potentially displacing SaaS continue to hit the market, as I believe is one of the main reasons the stock has been stagnant since my last article and is trading at similar returns to the S&P 500. Nevertheless, the ongoing demand for Synopsys is very real which is clearly seen with Nvidia's and Synopsys' partnership, which also resulted in N vidia's $2B investment in Synopsys back in December. Though I did mention that I closed my position in the comment section of my last article, I have restarted a small position not too long ago, as my exposure to software, though I believe that the narrative issue for all SaaS stocks is in an extremely poor position right now. Hence, I continue to rate Synopsys at a 'Buy' with their converge conference coming up in less than a week now, which could spark some investor confidence. Q1 FY26 and Looking Forward Revenue by Segment (Synopsys IR) The main focus on Synopsys previously was the lack of design IP revenue, which continues to fall, but I don't believe that IP plays a big part now as their EDA continues to soar. As seen above, Ansys now stands for just over a third of revenue, whilst Design IP revenue has fallen from 30% to 17%, as the weakness of Design IP is off...

Arsenal's Eberechi Eze comes off the bench to score the winning goal against League One side Mansfield, sending the Gunners through to the FA Cup quarter-finals. MATCH REPORT: Mansfield Town 1-2 Arsenal Available to UK users only.

With earnings season in the first three months of 2026 winding down, March can be a great time to pick up some tech stocks without the worry of a big stock-moving event on the near horizon. Let's look at three top AI stocks to buy this month. Nvidia The slight dip in Nvidia's (NVDA 2.94%) stock price following its earnings release late last month opens up a buying opportunity. The company continues to grow its revenue rapidly, with its sales soaring 73% year over year in the fiscal fourth quarter to $68.1 billion. That growth shows no signs of letting up. Demand for its graphics processing units (GPUs) remains through the roof, while its networking portfolio has climbed 3.5 times to $11 billion. The five largest AI players alone are set to spend $700 billion on AI infrastructure in 2026, which will be a big driver for Nvidia. These companies are also showing no signs of slowing their spending in the AI race. Expand NASDAQ : NVDA Nvidia Today's Change ( -2.94 %) $ -5.39 Current Price $ 177.95 Key Data Points Market Cap $4.3T Day's Range $ 176.83 - $ 182.75 52wk Range $ 86.62 - $ 212.19 Volume 6M Avg Vol 177M Gross Margin 71.07 % Dividend Yield 0.02 % The GPU leader has also made moves to help strengthen its position for the next stages of AI, which will focus on inference and agentic AI. For inference, its acquisition of the talent of chipmaker Groq and the licensing of its technology position it better. Meanwhile, the company is improving its position in central processing units (CPUs), which will become more important with AI agents. Alphabet Over the past year, it has become increasingly clear that one of the best AI stocks to own for the long term will be Alphabet (GOOGL 0.75%) (GOOG 0.87%). The company has the most complete AI stack, as the only company with both top-tier AI chips and a leading foundational large language model. By having developed custom AI chips over a decade ago that it has used to run much of its internal workloads, Alphabet has bolted out t...

Driven by a multitude of industrial applications, lithium is outperforming precious metals this year. Investors can use three ETFs to gain exposure.

TQQQ has delivered a 47.69% gain over the past year and 2,653.53% over the past decade. Those numbers explain why retail investors keep coming back to it. The appeal is simple: own the Nasdaq-100, but with the accelerator pressed to the floor. In a sustained bull market, that logic works extraordinarily well. The problem is ... TQQQ Holders Face a Risk That Has Nothing to Do With the Nasdaq Falling