Key Points An insider bought a sizeable chunk of The Trade Desk stock. Reports emerged of a potential groundbreaking partnership. This double dose of good news sent The Trade Desk stock soaring. 10 stocks we like better than The Trade Desk › Shares of The Trade Desk (NASDAQ: TTD) stock roared out of the gate on Thursday, spiking as much as 30.7%. As of 10:56 a.m. ET, the stock was still up 18.4%. The catalyst that sent the adtech specialist higher was a combination of insider buying and a potential groundbreaking partnership. 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 potential turnaround? The first bit of good news was a report that The Trade Desk had held talks with OpenAI regarding a strategic partnership. The artificial intelligence (AI) start-up is looking to expand into advertising, relying on partnerships to place its ads. The Trade Desk was named as one of its potential partners. The second bit of good news was a record-breaking stock purchase by CEO Jeff Green. The chief executive bought 6 million shares of The Trade Desk stock at prices ranging between $23.49 and $25.08, according to a regulatory filing. That puts the value of the new stake at more than $151 million. This adds to Green's already sizable holdings. As recently as last year, he owned roughly 47 million shares, or roughly 48% of the company, putting his total stake at roughly $1.3 billion. There's an old Wall Street adage that suggests that while there are plenty of reasons to sell a stock, there's only one reason to buy -- the belief that the stock will rise from here. The Trade Desk stock has been pummeled recently as investors grew concerned about decelerating growth and the possibility that AI is having a negative impact on its adtech business. These fears have weighed on the stock, sending shares down 63% over th...

mohd izzuan With its Q4 2025 financials on Thursday, Altimmune ( ALT ) announced plans to begin a late-stage trial this year to test its lead asset, pemvidutide, in metabolic dysfunction-associated steatohepatitis (MASH), a liver disorder. The global Phase 3 trial will be designed to evaluate multiple pemvidutide doses over 52 weeks using biopsy-based endpoints to support a potential accelerated approval, the weight-loss drug developer said. The announcement came after the U.S. FDA granted its Breakthrough Therapy Designation for the glucagon/GLP-1 dual receptor agonist as a treatment for MASH earlier this year, sending Altimmune ( ALT ) shares higher. The company also announced that initial results from its RECLAIM Phase 2 trial for pemvidutide against alcohol use disorder are expected in Q3 2026. “We have a number of important inflection points in 2026, most notably the upcoming initiation of our Phase 3 trial of pemvidutide in MASH, for which we are actively finalizing the study plan,” CEO Jerry Durso remarked. However, Altimmune ( ALT ) shares fell ~7% after the results, as the company reported a worse-than-feared loss for the quarter, driven by higher-than-expected R&D expenses. ALT’s GAAP loss per share reached $0.27, missing the analysts’ expectations by $0.03 in Q4, while its R&D costs reached $18.4M compared to $17.4M in the Bloomberg consensus. More on Altimmune Altimmune Outlook: Where Pemvidutide Phase 3 Is Heading In 2026 Altimmune: Why Breakthrough Status Isn't A 'Buy' Signal Just Yet Altimmune: Pemvidutide's 48-Week Data Confirms The Market's Smokescreen Altimmune prices $75M direct offering Altimmune gains on FDA breakthrough designation for MASH therapy

Seven nations and the British government will boycott the opening ceremony of the Winter Paralympics in protest at the inclusion of Russian and Belarusian athletes, organisers have confirmed. The International Paralympic Committee (IPC) said that the Czech Republic, Estonia, Finland, Latvia, Lithuania, Poland and Ukraine would not be sending athletes or officials to the ceremony on Friday night. Other countries – including Great Britain – have said they will not be sending athletic representation due to the imminent start of competition. Currently the IPC estimates fewer than 60% of the competing countries will send a full delegation to the event in the 2,000-year-old Arena di Verona. The UK government also confirmed there would be no representatives attending the event and reiterated its opposition to Russian athletes competing under their own flag. “We have been clear that the Russian and Belarusian states should not be represented in international sport while the barbaric full-scale invasion of Ukraine is ongoing.” But it did say in a statement that the minister for sport, Stephanie Peacock, would be in Cortina “purely to support our inspirational ParalympicsGB athletes”. Andrew Parsons, the president of the IPC, was forced on the eve of the Games to defend the decision to allow Russian athletes to compete under their own flag for the first time since 2014. Russia and Belarus were banned from the 2022 Paralympics after the invasion of Ukraine,. At the same time, there is mounting uncertainty over the participation of nations caught up in the conflict launched by the US and Israel against Iran last weekend. “Our clear focus remains on supporting all stakeholders arriving and preparing to deliver the best Paralympic Winter Games,” Parsons said. “We are collaborating with Milano Cortina and ensuring this event continues to serve as a platform to drive social change for the world’s 1.3 billion persons with disability.” Parsons defended the decision taken by the IPC g...

Online travel stocks rise after report that OpenAI to scale back direct checkouts Reuters

Key points: Synopsys shares are very cheap compared to its biggest competitor after a sell-off in software stocks this year The electronic design automation software leader holds a 41% market share. Nvidia is buying shares of the stock, alongside the company itself. I am a buyer of Synopsys (SNPS) , a casualty of the recent software meltdown. The selling is overdone when considering its leading market position, software contract backlog and cheap valuation. Synopsys makes electronic design automation (EDA) software for creating complex silicon chips and transistors used in everything from data centers to automobiles. It's customers include Nvidia and Tesla. The more complex the chips, the more you need Synopsys because it allows customers to get to market faster with greater accuracy. That's why they call what Synopsys makes "mission critical software." Synopsys was founded 40 years ago in North Carolina by semiconductor industry pioneer Aart de Geus. The company eventually moved to Silicon Valley, establishing the Electronic Design Automation market and going public in 1992. De Gues passed the CEO baton to Sassine Ghazi three years ago and became executive chair. Over the last 20 years, the stock has returned nearly 16% annually, topping the S & P 500's 11% return. But the shares have hit some turbulence recently. AI threat The shares are down more than 32% from a one-year high, including a 7% pullback this year alone as it gets caught up in the software rout based on fears artificial intelligence will replace some of the industry's functions. A proxy for the industry's sell-off — the iShares Expanded Tech-Software ETF (IGV) — is down 18% this year, led by companies such as TurboTax maker Intuit and HR software provider Workday. Share of those two companies have each lost nearly a third of their value on the fear tools by Anthropic's Claude or other AI models will replace their business. Even Microsoft has not been immune, with the shares down 16% this year on the ...

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — This makes no sense. These companies practically do the same thing for the same customers: Target (TGT) was supposed to be the sexy, up-and-coming growth story and Walmart (WMT) was supposed to be its older, less glamorous cousin. I guess the Walmart folks didn't get the memo because they didn't seem to stick to the plot. Over the last year, we've seen Walmart rocket 36% higher vs Target's gain of 7%. Over three years, it's been 41% annualized vs minus 7% a year. Over the last five years, WMT did 26.33% annualized (I know!) vs TGT's minus 4% a year. The 10 year number is 22% vs 7%. These stocks do not even belong in the same stadium. So, eventually, shareholders and board directors get sick and tired of being sick and tired and they shake things up. This is one of the benefits of the research we do into the Best Stocks in the Market. I haven't looked at Target in half a decade, but now the data demands that I do. It hit the list on Tuesday, and we need to know why. I don't fully trust this company yet, but the trend has my attention. Sean wanted to write it up for our Thursday focus piece this week and so here we are. Target shareholders, welcome back to the Land of the Living. Best Stock Spotlight: Target Corp. (TGT) Sean — Target reported earnings on Tuesday and the stock gapped higher 7% making it the best day for Target since post-liberation day last year. Target had a slight miss on revenue expectations but beat on EPS. Fourth quarter net sales were $30.5 billion, down 1.5% year over year, with Food & Beverage, Beauty, and Toys showing growth, while non-merchandise sales grew over 25%, with membership revenue more than doubling year over year. Target has certainly had its struggles. Prior to this post earnings bounce, the stock was in a 68% drawdown, which is worse than its GFC drawdown of 64% below highs. Following the post-Covid binge in...

Key Points Record-breaking gross margins highlight superior brand equity and operational efficiency. Explosive triple-digit growth potential in Asia-Pacific offsets stabilizing Western markets. Shares trade at a significant discount to historical multiples despite double-digit growth forecasts. 10 stocks we like better than On Holding › The recent dip in On Holding (NYSE: ONON) shares following its 2026 guidance may be a great gift for long-term investors. Wall Street was disappointed in a conservative revenue outlook, but the underlying fundamentals tell a story of a premium brand in its prime. Revenue growth continues to compound at a 20%+ rate, margins are higher than expected, and the value looks too good to pass up. I dig into everything you need to know, including how currencies complicate analyzing the business, in this video. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » *Stock prices used were end-of-day prices of March 4, 2026. The video was published on March 5, 2026. Should you buy stock in On Holding right now? Before you buy stock in On Holding, 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 On Holding wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $532,066!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,122,072!* Now, it’s worth noting Stock Advisor’s total average return is 960% — a market-crushing outperformance compared to 193% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an inv...

Stratasys (SSYS 9.29%) stock tumbled 12.6% through 11:05 a.m. Thursday despite beating on top and bottom lines in its Q4 earnings report. Wall Street analysts forecast the 3D printing company would earn $0.06 per share, adjusted for one-time items, on quarterly sales of $139.3 million. In fact, Stratasys earned $0.07 per share on sales of $140 million. But the real news was a bit worse than that. Stratasys Q4 earnings Although Stratasys "beat earnings" and reported $0.07 in non-GAAP profit, its actual net earnings calculated under generally accepted accounting principles (GAAP) showed not a beat, not even a profit, but a loss -- $0.22 per share for the quarter. Similarly, sales that exceeded expectations were still down 7% year over year. For the full year, Stratasys reported a 4% decline in sales to $551.1 million and a net loss of $1.28 per share. CEO Dr. Yoav Zeif boasted of "solid cash flow generation" for the quarter and the year, but the company did not say how much it spent on capital investment in either period. Until the company publishes a cash flow statement, it's hard to say for certain... but such capex may have been large enough to erase the positive cash flow and result in negative free cash flow for Stratasys. Expand NASDAQ : SSYS Stratasys Today's Change ( -9.29 %) $ -0.91 Current Price $ 8.89 Key Data Points Market Cap $833M Day's Range $ 8.18 - $ 8.90 52wk Range $ 8.12 - $ 12.81 Volume 1.8M Avg Vol 972K Gross Margin 42.70 % Is Stratasys stock a sell? Turning to guidance, Stratasys forecast sales to resume growing in 2026. Management expects full-year revenue to grow to about $570 million, up 3.4% from 2025. The company does not expect to become profitable in 2026, but hopes to continue shrinking its losses, this time to no worse than $0.95 per share (and potentially as low as $0.76). Still unprofitable and with the FCF situation murky, Stratasys stock remains a sell for me.

JHVEPhoto/iStock Editorial via Getty Images Broadcom ( AVGO ) posted stellar revenue and earnings numbers on the afternoon of Wednesday, March 4. Shares rose 7% by the following morning, bucking the bearish reaction to rival NVIDIA’s ( NVDA ) quarterly report the previous week. It was a welcome and arguably needed relief for shareholders, given AVGO’s material drawdown from the December high above $410. Today, with Q1 2026 numbers in hand, I am upgrading Broadcom to a "B uy." I had a "H old" rating on the stock back in November , and AVGO had dipped 17% before Wednesday night’s quarterly update. I’ll offer a refreshed valuation and provide an updated look at the technicals. AVGO Falls From Its December High Stockcharts.com In March, Broadcom reported a solid set of quarterly results. Fiscal Q1 non-GAAP EPS of $2.05 topped the Wall Street consensus forecast of $2.02, while revenue of $19.3 billion (up a strong 29% from the same period last year) was a $170 million beat. The company issued Q2 revenue guidance of $22 billion (versus the street consensus of $20.4 billion) and adjusted EBITDA guidance of 68% of projected revenue. The stock initially slipped, but shares soared by the following morning in what was a flat tape. The options market had priced in a 7.2% earnings-related stock price swing based on the at-the-money straddle expiring this week, and implied volatility was elevated at 57% coming into the Q1 print. Shares of the now $1.6 trillion market cap Semiconductors industry company within the Information Technology sector carry a low short interest of 0.8%, with a dividend ex-date ahead. Looking back on the quarter that was, Broadcom’s double beat and guide above expectations was a welcome relief for investors. What’s more, the earnings call was particularly encouraging. CEO Hock Tan and other executives addressed investor concerns regarding competition and customer insourcing, which helped AVGO lift from a modest loss in the after-hours session to a notable ...

Broadcom Takes Aim At NVIDIA, $100 Billion AI Sales Forecast (Upgrade) (NASDAQ:AVGO) Seeking Alpha

Image source: The Motley Fool. Thursday, March 5, 2026 at 11 a.m. ET CALL PARTICIPANTS President and CEO — Eric Thomas Greager Incoming CEO — Chad E. Lundberg Chief Financial Officer — Chad L. Kalmakoff Senior Vice President, Capital Markets and Public Affairs — Brian Ector Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Eagle Ford Sale -- Company completed the Eagle Ford disposition in December, marking a shift to a focused Canadian oil producer. -- Company completed the Eagle Ford disposition in December, marking a shift to a focused Canadian oil producer. Annual Production -- Canadian portfolio delivered 65,500 BOE per day, representing 6% organic growth. -- Canadian portfolio delivered 65,500 BOE per day, representing 6% organic growth. Duvernay Output -- Fourth-quarter Duvernay production increased 46% to 10,600 BOE per day. -- Fourth-quarter Duvernay production increased 46% to 10,600 BOE per day. 2026 Production Guidance -- Management maintained annual guidance of 67,000-69,000 BOE per day, indicating 3%-5% forecasted organic growth. -- Management maintained annual guidance of 67,000-69,000 BOE per day, indicating 3%-5% forecasted organic growth. Capital Program -- Planned $550 million-$625 million capital investment for 2026, with details of segment allocations provided by management. -- Planned $550 million-$625 million capital investment for 2026, with details of segment allocations provided by management. Duvernay Drilling Plans -- 12 wells to be brought onstream in 2026, up 50% from the previous year. -- 12 wells to be brought onstream in 2026, up 50% from the previous year. Heavy Oil Development -- 91 heavy oil wells scheduled for completion in 2026, with active expansion in Northeast Alberta. -- 91 heavy oil wells scheduled for completion in 2026, with active expansion in Northeast Alberta. Free Cash Flow -- $270 million generated in 2025, including $76 million in Q4; fourth-quarter result was reduced by $35 million in nonrec...

In trading on Wednesday, shares of Bilibili Inc (Symbol: BILI) crossed below their 200 day moving average of $21.11, changing hands as low as $20.90 per share. Bilibili Inc shares are currently trading off about 2% on the day. The chart below shows the one year performance of BILI shares, versus its 200 day moving average: Looking at the chart above, BILI's low point in its 52 week range is $8.23 per share, with $30.44 as the 52 week high point — that compares with a last trade of $21.20. Click here to find out which 9 other stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

onurdongel/E+ via Getty Images Shares of H2O America ( HTO ) have moved up to the higher end of the recent trading range as the move prompted management to issue some stock. Such practice is exactly in line with the past, as I concluded last September that growth came at a price. Having delivered on an impressive topline sales growth and delivered on a strong dividend track record, it was this combination and the associated capital expenditures required that led to continued dilution. This trend and some additional M&A were not going to alter this dynamic anytime soon, leaving me unimpressed with growth on a per-share basis. More Equity Gets Sold Early in March, H2O America announced a very substantial equity issuance with 11.5 million shares sold at $53 per share, which means that the company will see gross proceeds of around $610 million from the offering. Technically, some of these shares are sold in forward sale agreements, but given that this mostly reflects timing issuance, for the simple math of it, I treat them as current sales. This deal is in part meant to pay for the pending Quadvest acquisition, although that stock issuance will continue even if the acquisition does not close. About The Results Just a week ago, H2O announced its 2025 results, a year in which operating revenues rose by about 7% to just over $800 million. GAAP operating profits rose by 4% to $177 million, translating into non-GAAP earnings of $102 million, with GAAP earnings up five cents to $2.92 per share based on a share tally of 36 million shares. That, for one, shows the extent of the dilution, with the share count seen up nearly a third. Adjusted earnings were reported at $2.99 per share, with the company seeing 2026 earnings advance to $3.08-$3.18 per share, which, of course, was ahead of the substantial equity issuance announced early in March. Note that net debt is reported at $1.95 billion at the end of the year, this being a massive sum in relation to about $293 million in EBITD...

In trading on Thursday, shares of CarGurus Inc (Symbol: CARG) crossed above their 200 day moving average of $34.06, changing hands as high as $34.93 per share. CarGurus Inc shares are currently trading up about 2.7% on the day. The chart below shows the one year performance of CARG shares, versus its 200 day moving average: Looking at the chart above, CARG's low point in its 52 week range is $24.65 per share, with $39.42 as the 52 week high point — that compares with a last trade of $34.13. Click here to find out which 9 other stocks recently crossed above their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors. Picking the right S&P 500 stocks requires more than just buying big names, and that’s where StockStory comes in. Keeping that in mind, here is one S&P 500 stock that is positioned to outperform and two that could be in trouble. Two Stocks to Sell: Intel (INTC) Market Cap: $227.7 billion Inventor of the x86 processor that powered decades of technological innovation in PCs, data centers, and numerous other markets, Intel (NASDAQ:INTC) is a leading manufacturer of computer processors and graphics chips. Why Should You Dump INTC? Customers postponed purchases of its products and services this cycle as its revenue declined by 6.2% annually over the last five years Earnings per share decreased by more than its revenue over the last five years, showing each sale was less profitable 18.3 percentage point decline in its free cash flow margin over the last five years reflects the company’s increased investments to defend its market position At $45.88 per share, Intel trades at 95.2x forward P/E. Check out our free in-depth research report to learn more about why INTC doesn’t pass our bar. CME Group (CME) Market Cap: $114.8 billion Born from the Chicago Mercantile Exchange founded in 1898 as a butter and egg trading venue, CME Group (NASDAQ:CME) operates the world's largest derivatives marketplace where traders can buy and sell futures and options contracts across interest rates, equities, currencies, commodities, and more. Why Does CME Worry Us? Annual revenue growth of 6% over the last five years was below our standards for the financials sector Earnings growth over the last two years fell short of the peer group average as its EPS only increased by 9.6% annually CME Group’s stock price of $320.28 implies a valuation ratio of 27.3x forwa...

Earnings Call Insights: Janus International Group (JBI) Q4 2025 Management View CEO Ramey Jackson highlighted that "2025 was a challenging year as our markets remain constrained due to macroeconomic concerns and sustained high interest rates." He reported $884.2 million in revenue and $168.2 million in adjusted EBITDA for the year, noting key wins including Janus or Noke products being present in five out of six facilities recognized as Facility of the Year. The company announced BETCO's expansion of its metal decking product line and a certification from the Steel Deck Institute, as well as a redesigned web portal for the Noke Smart Entry platform and the launch of a new high-security swing door in Europe. On the commercial side, the ASTA business rolled out a high-performance product offering and achieved Miami-Dade certifications. Jackson also emphasized the company's capital allocation, including a $40 million voluntary prepayment on its first lien term loan and the repurchase of 1.9 million shares for $16 million. He stated, "We are committed to executing our strategy of further penetrating the Self-Storage market, increasing our share in commercial market, driving adoption of access control technology and pursuing strategic accretive acquisitions." The acquisition of KIT Construction (Kiwi II) was described as a move to expand Janus' exterior solutions, with integration progressing well and expected to provide "a full end-to-end solution for Self-Storage." CFO Anselm Wong stated, "For the fourth quarter, consolidated revenue of $226.3 million declined 1.9% as compared to the prior year quarter." Wong detailed that adjusted EBITDA for the quarter was $37.2 million, up 7.5% compared to the previous year, with an adjusted EBITDA margin of 16.4%. He also noted, "We are seeing benefits from our previously announced cost reduction program, achieving the targeted $10 million in annual pretax cost savings in 2025." Outlook Janus initiated 2026 guidance for revenue in ...

Earnings Call Insights: Miller Industries (MLR) Q4 2025 Management View Will Miller, President and CEO, stated the company delivered full year revenue in line with revised expectations despite a challenging industry environment, attributing this to "focusing on operating discipline in the areas of the business within our control." He highlighted strategic actions, including "decreasing production in response to elevated field inventory in our North American distribution network, rightsizing our cost structure for the current environment, and strengthening our supply chain to mitigate the impacts of tariffs." Miller emphasized the acquisition of Omars to expand the company's European footprint and capitalize on "strong demand in the region, particularly for our heavy-duty products." He reflected on the company's "deliberate recalibration of production" and credited the execution of global teams for enabling Miller Industries to "finish the year with momentum and enter 2026 from a position of strength." CFO Deborah Whitmire noted, "We closed the acquisition of Omars on December 2, so our fourth quarter results only reflect approximately 1 month of contribution from Omars." She reported, "For the fourth quarter, revenue was $171.2 million, down 22.9% year-over-year as expected." Whitmire added, "We saw a sequential improvement in retail order activity late in the quarter, and that momentum has continued into 2026, consistent with our expectations." Whitmire explained that SG&A expenses increased year-over-year due to "onetime expenses related to the voluntary retirement program in third and fourth quarter," transaction and integration costs for Omars, and "higher stock compensation expenses to retain key leadership talent." Outlook Miller indicated that in the domestic market, "we now see normalized distributor inventory, steadier retail demand and improved sales order entry as we move into 2026." The company expects production levels to "rise methodically throughout Q...

Earnings Call Insights: ACRES Commercial Realty Corp. (ACR) Q4 2025 Management View Mark Fogel, President and CEO, stated that "the ACRES team remains focused on executing on our business strategy by investing in high-quality CRE loans, actively managing the portfolio and growing earnings for our shareholders." He emphasized the closing of new commitments totaling $571 million in the quarter, resulting in a net increase to the loan portfolio of $443.8 million after payoffs and unfunded commitments. Fogel highlighted the successful structuring and pricing of a new $1 billion CRE securitization in January 2026 with 86.5% leverage and a weighted average debt spread of 1.68%. Fogel reported that the company's $1.8 billion CRE loan portfolio now carries a weighted average spread of 3.35% over 1-month term SOFR rates, with a reduction in riskier loans rated 4 or 5 to 17% of the portfolio, down from 32% in the prior quarter. He noted, "As of December 31, 2025, only 2 of those 4 or 5 loans remain unresolved in the portfolio." A $1.3 million gain was recognized from the sale of an office property in Austin, Texas, while a fully reserved $4.7 million mezzanine loan was charged off during the quarter. Eldron Blackwell, CFO, stated, "GAAP net loss allocable to common shares in the fourth quarter was $3 million or $0.43 per share," driven by net interest income of $10.7 million, a $3 million net increase in real estate operations to $156,000 in net income, and a $1.5 million net loss on the Austin sale. He noted a decrease in CECL reserves of $1.3 million and emphasized, "Excluding the loss for the mezzanine loan, EAD for the fourth quarter 2025 was $0.20 per share." Blackwell added, "GAAP book value per share was $30.01 on December 31 versus $29.63 on September 30" and referenced the repurchase of 493,000 shares at a 33% discount to book value. Andrew Fentress, Chairman, remarked, "we originated $571 million of new loans. We repurchased shares at accretive levels, sold an REO a...

Earnings Call Insights: Olaplex Holdings, Inc. (OLPX) Q4 2025 Management View Amanda Baldwin, CEO, shared that "for the full year of 2025, we delivered on our financial expectations while advancing our transformational goals. Net sales were flat at $423 million, and adjusted EBITDA margin was strong at 22.2%, even as we invested to strengthen our foundation for the future." She highlighted fourth quarter revenue growth of 4% and adjusted EBITDA outperforming expectations. The company introduced the Bonds & Beyond vision in 2025, aiming to create a foundational health and beauty company powered by innovation starting with the professional hair stylist. Baldwin noted, "we have reclaimed our rhythm, sharpened our tools and solidified what we believe is a stable investment model." Olaplex executed a comprehensive brand relaunch, resulting in a 7% increase in brand awareness, 3% improvement in sentiment, and upward-trending purchase intent. Earned media value increased 14% year-over-year, with nearly 4,000 creators engaged and approximately 2 billion impressions across the 2025 campaign. The company made a strategic acquisition of Purvala Bioscience to access transformative bio-inspired technologies and enter additional health and beauty verticals. COO & CFO Catherine Dunleavy stated, "Fourth quarter net sales reached $105.1 million, a 4.3% increase year-over-year, led by strong holiday performance across professional and DTC channels." She emphasized, "we delivered or exceeded the expectations we shared across net sales, adjusted gross profit margin and adjusted EBITDA margin." Outlook The company expects net sales in 2026 in the range of approximately minus 2% to plus 3% versus fiscal year 2025, adjusted gross profit margin between 71% and 72%, and adjusted EBITDA margin of 21% to 22%. Dunleavy explained, "We expect sell-through to improve sequentially and turn positive for the year." She added that the revenue guidance reflects operational complexity from new packagin...

Finland to lift full ban on hosting nuclear arms, government says Reuters

JHVEPhoto/iStock Editorial via Getty Images It has been over a year since I initiated coverage on Shopify Inc. ( SHOP ), and so an update is now much needed. In a technical analysis piece published in late February 2025, I expressed my view that the stock was only a hold. As you can see in the chart below, after some ups and downs, the stock has gained about 10% since I initiated coverage. Why this isn't bad, it does underperform the S&P 500's ~14% gain over this period, and so I would say that my hold rating has actually held up quite well. Nonetheless, today I will be offering a fresh perspective on the company's fundamentals. Seeking Alpha Below, it is shown that Shopify has been quick to integrate AI, and now they have become an agentic commerce leader. That seems to be paying off, as business activity for the company is strong even though the consumer environment is weak. While gross margin weakness may be a risk, operating leverage continues to strengthen, and guidance for Q1 is very respectable. With that in mind, I believe the steep valuation contraction so far this year has created an entry opportunity. Therefore, I'm upgrading this eCommerce leader to a buy rating. A Leader in eCommerce AI Shopify Q4 Deck Back in February, analysts called Shopify an agentic AI winner. I share this optimism. As you can see in the infographic above , the company has now deeply infused AI into their solutions, and that should help to power the next leg of growth. Agentic commerce is expected to play an increasingly large role in the future of eCommerce, and it's not hard to see why. For example, Shopify's Agentic Storefronts uses the Shopify Catalog and integrates that with various AI chats like Alphabet 's ( GOOGL ) Gemini and OpenAI's ChatGPT. This is a completely new way of doing eCommerce, and with the popularity of AI chatbots continuing to rise, it makes great sense for merchants to want to sell directly on those apps. In addition to the customer experience, Shopify is ...

Anthropic’s $200 million contract with the Department of Defense (DoD) broke down last week after the two parties failed to come to an agreement over the degree to which the military could obtain unrestricted access to Anthropic’s AI. When the DoD made a deal with OpenAI instead, it seemed that the military’s relationship with Anthropic would come to a close — but new reporting from the Financial Times and Bloomberg say that Amodei resumed negotiations with Pentagon official Emil Michael. These talks are reportedly part of an attempt to compromise on a contract that outlines how the Pentagon can continue to access Anthropic’s AI models. It would be a surprise to see Anthropic eek out a new deal, given how much vitriol has been exchanged among the parties involved. But a compromise could still hold appeal for both sides — the Pentagon already relies on Anthropic’s technology, and an abrupt switch to OpenAI’s systems would be disruptive. The dispute began when Anthropic CEO Dario Amodei voiced concern over a clause which allowed the military to use Anthropic’s AI for any lawful use. Amodei asserted that the company would not allow for its technology to be used for domestic mass surveillance or autonomous weaponry, and wanted the contract to more clearly prohibit those uses. When Anthropic refused to comply, the department turned around and struck a deal with OpenAI instead. Since then, figures on both sides have been open about their frustrations. Michael called Amodei a “liar” with a “God complex.” Amodei threw some jabs of his own at the DoD and OpenAI CEO Sam Altman in a message reportedly sent to Anthropic staff this week, calling the OpenAI deal “safety theater” and the messaging around it “straight up lies.” “The main reason [OpenAI] accepted [the DoD’s deal] and we did not is that they cared about placating employees, and we actually cared about preventing abuses,” Amodei wrote in the memo. Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your...

欧洲斯托克600指数收跌1.3%，周跌幅扩大至4.6% 2026-03-06 00:45:40 来源： 同花顺7x24快讯 分享 欧洲斯托克600指数收跌1.3%，周跌幅扩大至4.6%。

President Trump attacked the banking industry late Tuesday for obstructing crypto legislation, posting on Truth Social that banks should not “derail our robust Crypto Agenda” and urging Congress to pass the CLARITY Act “ASAP,” with The Wall Street Journal reporting that the comments are escalating pressure on a stalled Senate bill The CLARITY Act, a market structure bill that passed the House last summer, has stalled over a dispute about whether crypto companies can offer yield on stablecoin holdings, banks argue this constitutes paying interest, a regulated banking activity, while crypto firms contend rewards are essential for stablecoins to compete. Journalist Eleanor Terrett reported that a Coinbase delegation including CEO Brian Armstrong visited the White House, signaling continued high-level engagement between the crypto industry and the administration The visit comes amid a public clash: JPMorgan ( JPM ) CEO Jamie Dimon this week told CNBC that crypto firms wanting to pay stablecoin rewards “should become banks,” per DL News The outcome directly affects COIN, CRCL, and every listed entity seeking to offer yield-bearing stablecoin products, stablecoins already account for roughly $1.35B in annual Coinbase revenue. KRAKEN BECOMES FIRST CRYPTO BANK WITH FEDERAL RESERVE ACCESS: Kraken Financial, the Wyoming-chartered banking arm of crypto exchange Kraken, has been granted a Federal Reserve master account by the Kansas City Fed, the first digital-asset bank in U.S. history to gain direct access to the Fed’s payment infrastructure, as reported by The Wall Street Journal . The account gives Kraken direct connectivity to Fedwire, eliminating the need for intermediary correspondent banks when settling fiat transactions for institutional clients Kraken Financial operates on a full-reserve model, and the account carries an initial one-year approval with a phased services rollout, per Reuters . Bloomberg noted that the account allows Kraken to “move money on rails reserv...

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@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

作者：纳撒尼尔・迈耶索恩 拉斯维加斯的 D 酒店及其他赌场酒店正面临加拿大游客锐减的困境。 拉斯维加斯赌场大亨德里克・史蒂文斯正迫切地想要赢回一个至关重要的客群：加拿大人。 多年来，史蒂文斯一直致力于吸引加拿大游客，但如今许多加拿大人为抗议特朗普总统的关税政策以及将加拿大变为美国 “第 51 个州” 的威胁，纷纷取消赴美行程。过去一年，到访史蒂文斯旗下拉斯维加斯物业（包括 Circa、金门酒店、D 酒店以及提供 “大力抽射” 等主题特调的加拿大酒吧）的加拿大游客数量 暴跌约 40% 。 为此，史蒂文斯推出全新促销活动吸引加拿大人：截至 8 月，他旗下赌场将 按 1：1 汇率接受加拿大 “卢尼”（加元） 消费，按当前汇率计算相当于 超过 30% 的折扣 。 “我们想念我们的加拿大朋友，” 在密歇根州长大、距美加边境仅两英里的史蒂文斯说，“他们填满了大量酒店客房。没有他们，很多餐厅都开不了张。” 去年，到访拉斯维加斯的加拿大游客 整体减少约 24% 。为应对需求下滑，加拿大航空公司削减航班，导致从加拿大飞往拉斯维加斯的航班座位数降至 20 年来最低水平 。 “如果被人称作第 51 个州，你肯定会把钱花在巴哈马，” 史蒂文斯说。 加拿大是拉斯维加斯 最大的国际游客来源地 ，游客流失对这座城市是重大打击。每年约有 150 万 加拿大游客前往拉斯维加斯，他们的停留时间通常更长，在赌场和酒店的消费也高于美国本土游客。2025 年加拿大游客的锐减，是拉斯维加斯自疫情以来 整体游客数量降幅最大 的一年。 去年，猫王模仿者马克・伦普勒站在拉斯维加斯著名的 “欢迎来到美妙的拉斯维加斯” 标牌旁。 加拿大游客在拉斯维加斯的缺席，象征着美加两国关系的破裂，以及两国联系松动所产生的连锁反应。 与史蒂文斯一样，拉斯维加斯的各界领袖也在想方设法赢回加拿大游客。 赌场运营商和旅游官员已北上加拿大，向当地领导人 reassure；拉斯维加斯市长去年曾公开恳求加拿大人回归；拉斯维加斯旅游局也在加拿大主要市场加大广告投放力度。 本月，内华达州的美国国会议员提出 **《旅游业韧性法案》**，旨在与加拿大、墨西哥成立工作组，改善三国间的旅游往来。 加拿大游客的 “抵制潮” 拉斯维加斯并非美国唯一受加拿大游客减少冲击的地区。 洛杉矶、纽约和西雅图的加拿大游客数量均 下降约 20% 。布法罗、华盛顿州贝灵厄姆等...