D-Wave Quantum (NYSE: QBTS) is growing revenue at triple-digit rates while its stock trades far below recent highs. I explore why accelerating bookings, defense partnerships, and commercialization momentum could reshape the long-term narrative and what must happen financially for shares to justify a powerful move higher. Stock prices used were the market prices of March 3, 2026. The video was published on March 7, 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 D-Wave Quantum right now? Before you buy stock in D-Wave Quantum, 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 D-Wave Quantum 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 190% 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 8, 2026. Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. 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 channel. Thei...

格隆汇3月9日｜据伊朗迈赫尔通讯社：阿曼海岸附近有油轮遭袭。

Trump says he won't sign bills until Congress overhauls voting toggle caption Mark Schiefelbein/AP/AP President Trump threatened to withhold his signature on all bills until Congress passes stricter federal voting requirements — a move that escalates his efforts to change election rules ahead of the 2026 midterms. In a social media post Sunday, Trump said he won't sign any bills into law until Congress passes the Safeguard American Voter Eligibility (SAVE) America Act. "I, as President, will not sign other Bills until this is passed," Trump wrote. If passed and made law, the measure would transform voter registration and voting in the U.S. It would require eligible voters to prove their citizenship with documents like a valid U.S. passport or a birth certificate and a valid photo I.D. It's already illegal for non-U.S. citizens to vote in federal elections. Sponsor Message Trump said the legislation should "go to the front of the line." He also praised a guest on Fox News who pressed for changes to Senate rules that require 60 votes to advance most legislation. Trump has previously asked Senators to abandon the filibuster in order to avoid the need for Democrats to back bills he favors. Senate Majority Leader John Thune, R-S.D., has consistently pushed back on that pressure, saying any plans to change the filibuster do not have support in the GOP conference. Meanwhile, Senate Minority Leader Chuck Schumer, D-N.Y., reiterated that Democrats will not support to SAVE America Act. "If Trump is saying he won't sign any bills until the SAVE Act is passed, then so be it: there will be total gridlock in the Senate," Schumer posted on X Sunday. "Senate Democrats will not help pass the SAVE Act under any circumstances." The GOP-controlled House has passed a few versions of the legislation, but Democrats and some voting rights activists have argued the measure would make voting harder for eligible voters. The impact of Trump's threat to withhold his signature on all bills remai...

Israeli settlers and soldiers killed three Palestinians in their village near Ramallah on Saturday night, the third deadly attack in a week of surging Israeli violence across the occupied West Bank. Israeli settlers have shot dead five civilians during invasions of Palestinian olive groves, villages and grazing land, in the brief period since Israel and the US launched a new war on Iran at the end of February. A sixth person died on Saturday after inhaling military-grade tear gasused by the Israeli army. The escalating regional conflict diverted diplomatic, media and political attention away from occupied Palestine, even as Israeli authorities imposed a new blockade on Gaza and brought in sweeping movement restrictions across the occupied West Bank, and settlers intensified Israeli attacks on Palestinian land, crops, livestock and homes. “Under the cover of war, the cooperation between the military and Israeli settler militias is deepening the ethnic cleansing of the West Bank,” Israel-based rights group B’tselem said this week. “Settlers deliberately graze livestock in Palestinians’ cultivated fields, destroy crops and stored food, steal livestock, and vandalise solar panels and water tanks. Settlers have also used bulldozers to raze and take over privately owned Palestinian land.” The most recent killings came on Saturday night after Palestinians from Abu Falah tried to stop a group of masked Israelis vandalising olive trees outside the town. Dozens of armed settlers later descended on the town, relatives and neighbours of the dead told the Guardian, and killed Thaer Faruq Hamayel, 30, and Fara Jawdat Hamayel, 57. Both men had been shot in the head. Israeli security forces who arrived later to the confrontation fired military-grade tear gas into the narrow streets of Abu Falah. Muhammad Hassan, a 54-year-old father of four, died after inhaling it. “What is happening now is extremely dangerous. The world is preoccupied with the war with Iran, while settlers, protec...

Key Points Wix.com was falling because of fears over disruption from artificial intelligence. The stock has since rebounded in March because of a strong earnings report. Management is repurchasing a ton of stock at still cheap prices. 10 stocks we like better than Wix.com › Shares of Wix.com (NASDAQ: WIX) fell 18.9% in February, according to data from S&P Global Market Intelligence. Investors have feared that artificial intelligence (AI) will disrupt Wix's core website-building platform, yet when the business reported earnings in early March, it showed strong growth, leading the stock to rebound all its losses from February. Wix's stock is still down 73.4% from all-time highs. Here's why it fell in February before rebounding in March, and whether it is a buy for your portfolio right now. 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 » A narrative that didn't line up with reality Wix.com is a website-building platform that has focused on the individual and small-business market, such as a local restaurant. It allows people to easily build their own website without coding, publish it on the web, and add tools such as payment processing to make it easier to manage customer relationships. Over the last few months, investors have feared that software such as Wix could be disrupted by AI. Chatbots like Claude or Gemini can help build website templates very easily by just having a conversation with them, which some fear could mean the end of Wix's subscription business. This is why the stock was consistently dropping leading into its Q4 earnings report on March 4th. The results spoke a slightly different tune, with revenue growing 14% year-over-year during the period, and with healthy cash flow. Wix's business is also benefiting from the fast growth of its recent acquisition of Base44, an application-bui...

中東局勢｜林建岳：相信更多旅客因安全考慮來港旅遊 【有線新聞】全國政協常委、旅發局主席林建岳相信，受中東局勢影響，會有更多旅客出於安全考慮選擇香港作為旅遊目的地。 林建岳：「中東的市場當然都會來港，作為一個選擇有機會來香港，但是短期內影響不會太大，長期真的不敢說。因為現在市場仍在變化，我認為很多人都會選擇來香港比較安全，尤其是東南亞旅客。不同歐洲的旅客都會來香港，因為比較安全地方。現在如果外出旅行，第一個決定當然是安全。」

Source: Bloomberg, 6:12

U.S. President Donald Trump speaks during a round table on collegiate sports in the White House in Washington, D.C., March 6, 2026. Nathan Howard | Reuters President Donald Trump threatened to withhold his signature from any bill that reaches his desk until Congress passes a controversial election measure known as the SAVE America Act , which would make it much harder for many Americans to vote. "It must be done immediately. It supersedes everything else. MUST GO TO THE FRONT OF THE LINE," Trump said in a Truth Social post on Sunday. "I, as President, will not sign other Bills until this is passed." The SAVE America Act would require proof of citizenship and photo ID to vote. The measure has been the subject of an immense pressure campaign from right-wing commentators and congressional Republicans. The House passed the bill last month, but it is short of the 60-vote filibuster-proof majority in the Senate. Republicans hold a 53-47 vote majority in the upper chamber, and Democrats have vowed to oppose it. That has led some Republicans to call for subverting the filibuster, which Senate Majority Leader John Thune , R-S.D, has so far resisted. Senate Minority Leader Chuck Schumer , D-N.Y., said the threat of gridlock does not change Democrats' stance. "If Trump is saying he won't sign any bills until the SAVE Act is passed, then so be it: there will be total gridlock in the Senate," he said on X . "Senate Democrats will not help pass the SAVE Act under any circumstances." Trump has also called for Congress to deliver him an enhanced version of the bill, "NOT THE WATERED DOWN VERSION," he wrote. "GO FOR THE GOLD: MUST SHOW VOTER I.D. & PROOF OF CITIZENSHIP: NO MAIL-IN BALLOTS EXCEPT FOR MILITARY - ILLNESS, DISABILITY, TRAVEL: NO MEN IN WOMEN'S SPORTS: NO TRANSGENDER MUTILIZATION FOR CHILDREN! DO NOT FAIL!!!" Trump added. Read more CNBC politics coverage Trump vows executive order to 'fix' college sports NIL payments 'mess' Trump says defense CEOs agree to quadruple prod...

At this point, there's still a decent amount of time to finish your taxes ahead of the April 15 filing deadline. But since the IRS began accepting tax returns in late January, a lot of people have submitted their 2025 taxes already. As of Feb. 20, 2026, the IRS had processed more than 41 million tax returns and issued close to 29 million refunds. And as of that same date, the average tax refund issued was $3,804. Clearly, $3,804 isn't a small amount of money. So, if your refund is similar, it's important to put it to good use. How to make the most of your tax refund It's easy to look at a tax refund as free money. But remember, a tax refund represents money the IRS withheld from you in error and is now returning. So, it pays to use that money to meet different financial goals. Your first financial priority should be to build an emergency fund -- ideally, one that can cover three to six months of essential bills. If you don't have one already, use your tax refund to start it. If you're set on emergency savings, you can focus on retirement savings. Sending your tax refund into an individual retirement account (IRA) is a great way to set yourself up with money for the future. Another great thing to do with your tax refund? Use it to pay off debt. The more money you spend on interest, the less you'll have to save and invest. This doesn't mean you should use your tax refund to pay off your mortgage, though. You're generally better off focusing on higher-interest debt, like credit card balances. Don't wait to get your money The sooner you file your tax return, the sooner your tax refund might land in your bank account. So, while there's still time to get your taxes done by April 15, if you want that money ASAP, it pays to get moving. There's also a less obvious benefit to getting your taxes done earlier in the season. If a criminal gets a hold of your Social Security number, they can attempt to file a tax return in your name and steal your refund. But if you file your tax...

Police Scotland have condemned as “shameful” the behaviour of some supporters and said arrests have been made after clashes at the end of at the Scottish Cup quarter-final between Rangers and Celtic at Ibrox. Chief Superintendent Kate Stephen said: “The behaviour of a number of supporters at the Scottish Cup quarter-final between Rangers and Celtic at Ibrox today was shameful. It must be condemned by everyone involved in football and wider society. “A number of arrests have already been made, and Police Scotland will now work with both clubs and the Scottish Football Association [SFA] to carry out a robust investigation following the scenes on the pitch at the conclusion of the match.” “Officers and stewards were faced with extreme hostility and violence over a sustained period, with many individuals having armed themselves with items clearly intended to cause harm. Officers and members of the public have been injured in this despicable display, and I want to express my thanks to all officers and staff deployed. View image in fullscreen Celtic fans invade the pitch after their team won the penalty shootout. The visitors had their largest allocation for a game at Ibrox since 2018. Photograph: Steve Welsh/PA “The investigation will also include the actions of some supporters who entered the Broomloan Road stand without tickets before the match started, forcing delays in the security operation and the turnstiles to be closed for a period of time. “I would also urge anyone with information about who was involved in disorder before, during or after the match to get in touch with Police Scotland on 101.” Celtic won the tie 4-2 on penalties after a goalless draw, with dozens of fans from the away end spilling on to the pitch after the visitors’ winning spot-kick. That sparked an invasion from hundreds of Rangers supporters, with police and stewards moving to form a barrier on the pitch. There were 7,500 away fans in attendance at Ibrox for the game, with Celtic supporters ...

伊朗武装部队哈塔姆·安比亚中央司令部发言人当地时间8日晚表示，如果针对伊朗燃料和能源基础设施的袭击得不到制止，伊朗方面可能在地区采取类似行动。该发言人表示，希望伊斯兰国家政府尽快就针对燃料和能源基础设施等行为向美国和以色列发出警告。他还表示，伊朗武装力量在考虑地区国家民众利益的情况下，尽管具备相关能力并掌握地区燃料、能源和公共服务基础设施情况，但迄今未采取类似行动。（央视） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

TLDR Broadcom reported Q1 revenue of $19.3 billion, up 29% year over year — a new record AI revenue jumped 106% to $8.4 billion, beating its own expectations Q2 guidance set at $22 billion revenue, with AI revenue forecast of $14.8 billion Morgan Stanley raised its price target to $470 from $462, keeping an Overweight rating Analysts project Broadcom could hit $120 billion in AI revenue in fiscal 2027 Broadcom (AVGO) closed 4.8% higher at $322.77 on March 5, the day after the company posted its fiscal Q1 2026 results. The stock has since pulled back slightly and remains down year to date. Broadcom Inc., AVGO Total revenue came in at $19.31 billion, a record, and beat analyst estimates of $19.18 billion. Adjusted EPS of $2.05 also topped the consensus of $2.03. AI revenue was the standout number — $8.4 billion, up 106% year over year and above what the company itself had expected going in. Custom AI ASIC revenue led the charge, surging 140%. AI networking revenue climbed 60%, with the company flagging that networking growth is expected to accelerate materially in Q2, driven by its Tomahawk Ethernet switch and SerDes products. Adjusted EBITDA rose 30% year over year to $13.1 billion, with margins coming in at 68% of revenue. Gross margins landed at 77%, down from 79.1% a year ago but holding steady. AI Chip Revenue in Focus Total semiconductor solutions revenue rose 52% year over year to $12.5 billion. Non-AI chip revenue, however, only grew 4% — pointing to where the real momentum is. Infrastructure software revenue edged up 1% to $6.8 billion. VMware revenue inside that segment grew 13%. CEO Hock Tan addressed speculation on the earnings call that large language model developers could cut out chip suppliers like Broadcom and build their own silicon. His response was blunt: “You need the best silicon design team around. You need cutting-edge SerDes, very advanced packaging. We’ve been doing this for more than 20 years. I would say we are by far way out there, and we ...

格隆汇3月9日｜市场消息：苹果(AAPL.O)即将推出更高端的AirPods、MacBook和iPhone系列。

格隆汇3月9日｜伊朗议会议长卡利巴夫：我们既不是委内瑞拉，也不是叙利亚，更不是萨达姆的复兴党政权。

Key Points The forward P/E ratio rewards highly profitable companies with above-average growth rates. Nvidia's valuation assumes its growth is unsustainable, but it has plenty of opportunity ahead. Meta Platforms is priced like a value stock, but it's making good use of AI to up its performance. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA), Alphabet, Apple, Microsoft, Amazon, Meta Platforms (NASDAQ: META), and Tesla -- collectively known as the "Magnificent Seven" -- have produced monster gains for long-term investors. But all seven stocks have lost value so far in 2026 -- and that should merit some attention from investors on the lookout for opportunities. Nvidia and Meta Platforms -- in particular -- are compelling valued based on a key metric. Here's why both growth stocks are selling off, and some context to help you decide which one could be the better buy for you in March. 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 » Why forward P/E matters The price-to-earnings (P/E) ratio is one of the most popular metrics for evaluating stocks. And for good reason, as it's simply the price of the stock divided by earnings per share. Companies with clear ways to deploy capital effectively deserve premium valuations. A company like Coca-Cola can expand into new markets and acquire or develop new beverage lines. But it doesn't have nearly as many levers to pull to accelerate earnings growth compared to a company like Amazon -- which plays in so many different end markets. The forward P/E ratio rewards companies by dividing the stock price by analyst consensus earnings estimates for the next year. For example, Nvidia has a 37.2 P/E compared to 29.6 for the S&P 500, but just a 22.1 forward P/E compared to 23.6 for the S&P 500. Similarly, Meta Platforms is also slightly cheaper than the S&P 5...

Nvidia (NASDAQ: NVDA), Alphabet, Apple, Microsoft, Amazon, Meta Platforms (NASDAQ: META), and Tesla -- collectively known as the "Magnificent Seven" -- have produced monster gains for long-term investors. But all seven stocks have lost value so far in 2026 -- and that should merit some attention from investors on the lookout for opportunities. Nvidia and Meta Platforms -- in particular -- are compelling valued based on a key metric. Here's why both growth stocks are selling off, and some context to help you decide which one could be the better buy for you in March. 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 » Image source: Getty Images. Why forward P/E matters The price-to-earnings (P/E) ratio is one of the most popular metrics for evaluating stocks. And for good reason, as it's simply the price of the stock divided by earnings per share. Companies with clear ways to deploy capital effectively deserve premium valuations. A company like Coca-Cola can expand into new markets and acquire or develop new beverage lines. But it doesn't have nearly as many levers to pull to accelerate earnings growth compared to a company like Amazon -- which plays in so many different end markets. The forward P/E ratio rewards companies by dividing the stock price by analyst consensus earnings estimates for the next year. For example, Nvidia has a 37.2 P/E compared to 29.6 for the S&P 500, but just a 22.1 forward P/E compared to 23.6 for the S&P 500. Similarly, Meta Platforms is also slightly cheaper than the S&P 500 based on forward earnings. Granted, forward P/E can inflate a stock's value if a company misses on earnings. And investors who are buying stocks and planning to hold them over the long term likely care more about a company's earnings over several years, if not decades, rather than what they are today. A ...

格隆汇3月9日｜伊朗议会议长卡利巴夫：针对这场战争，我们有一个具体的计划，在过去的10天里，我们一直按照这个计划进行。所有部门都有指示，战争正在按照计划推进。

格隆汇3月9日｜以色列国防军发言人：今晚，我们针对了几个被政权军队使用的燃料库，这些库被用来建立军事基础设施。在过去的昼夜中，以色列国防军已对伊朗政权的140多个目标进行了打击，使用了超过900枚弹药。

格隆汇3月9日｜据BNO新闻：美国一名军人在沙特阿拉伯遭伊朗袭击后因伤去世，导致美国死亡人数升至7人。

Tesla Inc. has recorded an uptick in its reported registrations across multiple markets in the European region, in what could be a boost for the company amid falling sales. Registrations Surge 10% On Thursday, Electrek compiled registration data from 15 different territories in the region, including France, UK, Germany, Portugal and more. The company, in total, reported 17,425 registrations in February, representing a 10% YoY surge from February 2025. Don't Miss: However, Tesla's YTD registrations of 25,451 units in January and February 2026 are actually almost 2 dozen units or so shy of being identical to the 25,474 units it registered during the same time last year, the report said. The report also said that Tesla reported strong numbers in Portugal, Spain, Germany, and France, with France reporting the highest number of registrations at 3,715 units, but on the other hand, the UK (-37%), Netherlands (-45%), Denmark (-18%) and Sweden (-10%) all reported sales drops. BYD's Rise Meanwhile, Tesla's Chinese rival BYD Co. Ltd. reported a 165% surge in European registrations in January. The automaker has consistently surged in the market. Trending: Before the IPO: How One Company Quietly Locked Up 500+ Iconic Character Rights BYD also registered its factories in Shenzhen and Xi’an as potential exporters to Canada, following a trade agreement between Beijing and Ottawa, which sees over 49,000 Chinese-made EVs being imported into Canada at a lower tariff of 6.1%. IG Metall Loses Gigafactory Berlin Meanwhile, IG Metall, a union in Germany, suffered a major setback after it failed to secure a majority at a key election in Tesla's Gigafactory in Berlin. While the news was hailed by Tesla's plant director André Therig, the union has accused Tesla’s management of stoking anti-union sentiments in the facility’s workforce. Read Next: Photo courtesy: Shutterstock UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools ...

Tesla Inc. has recorded an uptick in its reported registrations across multiple markets in the European region, in what could be a boost for the company amid falling sales. Registrations Surge 10% On Thursday, Electrek compiled registration data from 15 different territories in the region, including France, UK, Germany, Portugal and more. The company, in total, reported 17,425 registrations in February, representing a 10% YoY surge from February 2025. Don't Miss: However, Tesla's YTD registrations of 25,451 units in January and February 2026 are actually almost 2 dozen units or so shy of being identical to the 25,474 units it registered during the same time last year, the report said. The report also said that Tesla reported strong numbers in Portugal, Spain, Germany, and France, with France reporting the highest number of registrations at 3,715 units, but on the other hand, the UK (-37%), Netherlands (-45%), Denmark (-18%) and Sweden (-10%) all reported sales drops. BYD's Rise Meanwhile, Tesla's Chinese rival BYD Co. Ltd. reported a 165% surge in European registrations in January. The automaker has consistently surged in the market. Trending: Before the IPO: How One Company Quietly Locked Up 500+ Iconic Character Rights BYD also registered its factories in Shenzhen and Xi’an as potential exporters to Canada, following a trade agreement between Beijing and Ottawa, which sees over 49,000 Chinese-made EVs being imported into Canada at a lower tariff of 6.1%. IG Metall Loses Gigafactory Berlin Meanwhile, IG Metall, a union in Germany, suffered a major setback after it failed to secure a majority at a key election in Tesla's Gigafactory in Berlin. While the news was hailed by Tesla's plant director André Therig, the union has accused Tesla’s management of stoking anti-union sentiments in the facility’s workforce. Read Next: Photo courtesy: Shutterstock UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools ...

D-Wave Quantum (NYSE: QBTS) is growing revenue at triple-digit rates while its stock trades far below recent highs. I explore why accelerating bookings, defense partnerships, and commercialization momentum could reshape the long-term narrative and what must happen financially for shares to justify a powerful move higher. Stock prices used were the market prices of March 3, 2026. The video was published on March 7, 2026. Continue reading

Brazil At A Historical Crossroads Authored by Deborah Palma via the Foundation for Economic Education (FEE), Brazil finds itself at a historical crossroads that demands a rigorous analysis of its institutional structures. The release of the 2025 Corruption Perceptions Index (CPI) , record-breaking data from the Impostômetro, and the persistence of an authoritarian labor framework expose a system of economic asphyxiation and moral erosion. The State, under the pretext of protecting the citizen, in reality hinders their initiative, their property, and their future. The Transparency International Corruption Perceptions Index, an annual report published by the organization to assess perceived levels of public-sector corruption worldwide, provides important context for evaluating governance and institutional trust in countries such as Brazil. The transparency International report confirms what independent analysts have long pointed out. With 35 points on a scale of 0 to 100, Brazil occupies the 107th position among 182 countries, registering one of the worst marks in its recent historical series. This result is not merely a statistical indicator, but the quantitative expression of an institutional environment in which public power is frequently captured by private interests, eroding social trust. This decline points to deep failures in control mechanisms, associated with the growing politicization of the justice system. From an economic standpoint, corruption acts as an invisible and arbitrary tax. It raises transaction costs, inhibits long-term investment, and favors the flourishing of so-called crony capitalism. In an environment of high regulatory power, inefficient companies survive at the taxpayer’s expense, while productive entrepreneurs are blocked by bureaucratic barriers. The result is a continuous process of weakening morality and the free market. According to the Heritage Foundation’s Index of Economic Freedom, as well as the Fraser Institute, there is a stron...

格隆汇3月9日｜沙特国防部：在利雅得北部击落两架无人机，成功挫败了两次袭击企图。

格隆汇3月9日｜伊朗议会议长卡利巴夫：德黑兰并不寻求停火，侵略者应受到惩罚。

Guido Mieth/DigitalVision via Getty Images At a glance Performance The Fund returned 0.27% and the Russell 1000® Growth Index returned 1.12%. Contributors/detractors Stock selection in the information technology and consumer discretionary sectors detracted from relative performance. Stock selection in the healthcare and consumer staples sectors contributed. Outlook We continue to pay close attention to business models as we seek to identify competitively advantaged companies in healthy, growing end markets. Investment environment U.S. shares rose on positive corporate earnings news. Economic growth has been relatively stable despite a government shutdown, policy headwinds, and slower-than-expected employment growth. The Federal Reserve (Fed) followed a September rate cut with two additional 25 basis-point (BP) rate cuts, in October and December, respectively. Excitement around artificial intelligence (AI) was a strong driver of returns early in the quarter. The market began to broaden in the second half of October as concerns over valuations and potential investment returns led to declines in AI-related stocks. Nonetheless, stocks ended the year on a strong note. Portfolio review Oracle ( ORCL ), a provider of cloud infrastructure, was a relative detractor, amid volatility in AI-related stocks. Oracle has emerged as a leading player in the AI market, supported by its strong and growing position in the hyperscale market as well as close relationships with leading AI partners. Oracle's cloud business has signed several multibillion-dollar contracts. This led to a large increase in remaining performance obligations (RPOs), which represent expected future revenues. Despite the company's strong financial performance, the stock declined in the fourth quarter as investors grew more cautious about Oracle's ability to fund the ambitious infrastructure buildout necessary to service these future contracts. Further, the market has concerns about the potential customer concentra...

So, you are telling me that our continent is energy self-sufficient and yet, last week oil screamed higher faster than we have ever seen ? Or that all that new Permian Basin oil doesn't matter? Or that cars guzzle a lot less now than they did in previous oil shocks? Short term, the answer is, sadly, yes. It doesn't matter because our country is based on free enterprise. We are not a command economy. The president of the United States, even this president, cannot decide that Canada has to send all of its exports here. He cannot block the some 10 million barrels of crude and refined products we send overseas every day. If he did, theoretically we would be immune from supply shocks elsewhere. The "theoretically" stems from the possibility, one day, of having enough refinery capacity to match the type of oil we pull out of the ground and send internationally. Our refineries still need imported crude , too. We do not have a closed-loop oil market in this country. It is open looped. The U.S. oil standard, known as West Texas Intermediate crude , trades at a discount to global benchmark Brent crude . But our companies can sell at the higher world price if they want to, so the two are intertwined. We are not going to get our price to decouple unless the president bans all exports, and we put up refineries overnight that cater to the light sweet crude found in places like the prolific Permian. So, forget about energy independence when it comes to the oil price. What you see with the posted price every day is what you get. The U.S.-Iran war-fueled rally is not "phony" based on a giant short squeeze, although there is a lot of squeezing going on. But there is good news. The world can, over time, handle a closure of the Strait of Hormuz , a vital waterway for global crude supplies leaving the Persian Gulf. The world does have the spare capacity and the equipment to boost production rather quickly. But the producers can't flick a switch, and it's only been a week of war. That's ...

格隆汇3月9日｜伊朗议会议长卡利巴夫：“铁穹”不再是“铁穹”，我们可以在任何决定的地方进行打击。我们不再需要像之前那样发射同样数量的火力，我们将减少打击次数，但提高效果和准确性。

Shares of Wix.com (WIX +1.15%) fell 18.9% in February, according to data from S&P Global Market Intelligence. Investors have feared that artificial intelligence (AI) will disrupt Wix's core website-building platform, yet when the business reported earnings in early March, it showed strong growth, leading the stock to rebound all its losses from February. Wix's stock is still down 73.4% from all-time highs. Here's why it fell in February before rebounding in March, and whether it is a buy for your portfolio right now. Expand NASDAQ : WIX Wix.com Today's Change ( 1.15 %) $ 1.07 Current Price $ 94.01 Key Data Points Market Cap $5.2B Day's Range $ 90.94 - $ 94.73 52wk Range $ 60.22 - $ 191.24 Volume 151K Avg Vol 2M Gross Margin 68.07 % A narrative that didn't line up with reality Wix.com is a website-building platform that has focused on the individual and small-business market, such as a local restaurant. It allows people to easily build their own website without coding, publish it on the web, and add tools such as payment processing to make it easier to manage customer relationships. Over the last few months, investors have feared that software such as Wix could be disrupted by AI. Chatbots like Claude or Gemini can help build website templates very easily by just having a conversation with them, which some fear could mean the end of Wix's subscription business. This is why the stock was consistently dropping leading into its Q4 earnings report on March 4th. The results spoke a slightly different tune, with revenue growing 14% year-over-year during the period, and with healthy cash flow. Wix's business is also benefiting from the fast growth of its recent acquisition of Base44, an application-building platform built on top of AI chatbots like Claude. It has already surpassed $100 million in annual recurring revenue (ARR). Should you buy Wix.com stock? Management certainly seems to think Wix stock is a good buy right now. It has authorized the repurchase of up to $2 bi...