Image source: The Motley Fool. Wednesday, Mar. 4, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Arun Narayanan Chief Financial Officer — Brian Musfeldt Operator Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $156,000,000, representing 8% year-over-year growth. -- $156,000,000, representing 8% year-over-year growth. Software, Services, and Edge Hardware Revenue -- $141,000,000, up 25% year over year, with more than 55% of total revenue from these sources. -- $141,000,000, up 25% year over year, with more than 55% of total revenue from these sources. Battery Hardware Resale Revenue -- $15,000,000 for the year, reflecting the strategic shift away from low-margin sales. -- $15,000,000 for the year, reflecting the strategic shift away from low-margin sales. Annual Recurring Revenue (ARR) -- $61,000,000 at year-end, increasing 16% year over year and 1% sequentially; PowerTrack contributed $41,000,000 in ARR after adding $7,000,000. -- $61,000,000 at year-end, increasing 16% year over year and 1% sequentially; PowerTrack contributed $41,000,000 in ARR after adding $7,000,000. GAAP Gross Margin -- 38% for the full year, a company record. -- 38% for the full year, a company record. Non-GAAP Gross Margin -- 46% for the full year, also a record, driven by improved revenue mix and margin expansion. -- 46% for the full year, also a record, driven by improved revenue mix and margin expansion. Adjusted EBITDA -- $7,000,000, delivering the company’s first full-year positive result, and achieving three consecutive profitable quarters. -- $7,000,000, delivering the company’s first full-year positive result, and achieving three consecutive profitable quarters. Operating Cash Flow -- Positive $7,000,000 for the full year, representing the company’s first positive result and driven partly by DevCo asset sales and working capital movement. -- Positive $7,000,000 for the full year, representing the company’s first positive resul...

Broadcom Inc. (NASDAQ:AVGO) Reports Q1 2026 Revenue Beat and Positive Guidance, Stock Rises ChartMill

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Earnings Call Insights: Pulmonx Corporation (LUNG) Q4 2025 Management View CEO Glendon French noted, “During the past few months, Derrick and I have taken a deliberate bottom-up approach to assess the business, building on what's working, addressing what isn't and better aligning our spending with our strategic goals.” French highlighted that Pulmonx has realigned its cost structure, prioritized high-return programs, and emphasized a renewed focus on U.S. sales growth, expansion of clinical initiatives, and maintaining financial leverage to move toward profitability. French detailed operational missteps in 2025, including “the U.S. sales organization was stretched across too many competing initiatives,” disruptive changes to Territory Manager roles, and suboptimal sales incentives, leading to significant turnover. He announced changes including direct oversight of U.S. sales by the CEO, new leadership in clinical affairs to accelerate AeriSeal’s CONVERT II trial, and a refined commercial strategy centered on key treating physicians and operational excellence in established centers. French stated, “We have much greater visibility into what went wrong last year, and we have already begun taking decisive action to fix it.” CFO Derrick Sung reported, “We recently executed a cost restructuring initiative that reduced our ongoing operating expenses by over 10%.” Sung also referenced a $60 million credit facility with a 5-year interest-only structure, which “meaningfully strengthens our balance sheet by extending the maturity of our existing debt out to 2031 and by providing us with access to additional undrawn capital.” Outlook Pulmonx expects full year 2026 revenue in the range of $90 million to $92 million, anticipating a return to year-over-year growth in both U.S. and international businesses in the back half of the year. The company expects gross margin for 2026 to be approximately 75%, with operating expenses forecasted between $113 million and $115 million, inclusi...

Erik Isakson/DigitalVision via Getty Images March 4th was a really difficult day for shareholders of Mayville Engineering Company, Inc. ( MEC ). In late afternoon trading, the stock was down 10.5%. This came after management announced financial results for the final quarter of the company's 2025 fiscal year and expectations for 2026. Even though management pointed out that growth lies ahead for 2026, reversing a rather difficult 2025 fiscal year, shares of the company pulled back because earnings per share and adjusted earnings per share both fell short of expectations. This is disappointing, to say the least. However, this does not change the fact that I am incredibly bullish about the company. Over time, that bullishness has paid off. Since I last wrote about the company in an article in November of this year, reaffirming it as a Strong Buy play, the stock has risen 31.5%. That is drastically higher than the 3.5% increase that the S&P 500 ( SP500 ) saw. And since I originally upgraded it to a Strong Buy in May of 2024, the stock is up 46.9%. Over that same time frame, the market is up a more modest, but still impressive, 33.5%. Looking at the data that management made available, I can understand why market participants might have been a bit turned off. In some respects, financial performance worsened, particularly when it came to the bottom line. But it's important to be mindful of what the future holds. The data provided by management indicates growth in revenue as well as improvements in profitability. And given the catalysts that the company has at its disposal, I am inclined to agree that further expansion from this point on is probable. Add on top of this how cheap shares are on both an absolute basis and relative to other similar companies, and I believe that maintaining it as a Strong Buy candidate makes all the sense in the world. A Great Play At A Great Price To be perfectly honest with you, the final quarter of 2025 was something of a mixed bag for Mayvi...

格隆汇3月5日｜据证券日报，2026年以来，北京证券交易所新股发行审核保持常态化推进，智能制造、汽车零部件、高端装备等科技领域企业密集推进上市进程。3月4日，海菲曼登陆北交所。此外，本周内，还有2只新股提交注册；据北交所最新披露，3月5日将召开两场上市委审议会议，乔路铭、德硕科技将上会。

Luis Alvarez/DigitalVision via Getty Images After the bell on Wednesday, we received fiscal fourth quarter results from ChargePoint Holdings, Inc. ( CHPT ) for its January-ending period. The charging company has consistently failed to meet long-term revenue growth estimates, sending shares sharply lower over time. The company did end up beating Q4 top-line expectations and improving its balance sheet during the quarter. However, a very soft revenue forecast and some significantly favorable working capital changes diminished what could have been meaningful progress. Previous Coverage Of The Name The last time I covered ChargePoint was back in December, right after the company's fiscal Q3 report. That was one of the company's better reports in some time, as there wasn't a lot of major bad news announced. While things looked like they may be about to turn around, investors haven't exactly bought in since, with the stock down more than 37% to Wednesday's close, while the S&P 500 was basically flat over that time. A Look At The Q4 Report For the final quarter of its fiscal year 2026, ChargePoint announced revenues of $109.3 million. This number was up 7% over the prior year period, and it beat street estimates by more than $4.4 million. The company saw more than 9.5% growth in its Network Charging Systems segment, while Subscription revenue was up almost 11%. Other revenues took a more than 16% tumble. This was the company's 5th revenue beat in the last 6 quarters, although a number of those beats have come due to significantly reduced street estimates. ChargePoint saw a 3% gross margin improvement on both a GAAP and non-GAAP basis over the prior year period, mainly due to higher margin subscription revenues becoming a larger portion of the revenue total. However, operating expenses were also up, so despite the revenue jump, the operating loss didn't even decline by $2 million, coming in at nearly $53 million for the quarter. The net loss showed a bit more improvement, b...

文章提及标的 摩根士丹利 -- 当地时间周三(4日)，媒体援引消息人士的话称，摩根士丹利（MS）将在全球范围内裁员2500人，约占员工总数的3%，涉及投行、交易和财富管理等核心部门。(第一财经)

英伟达（NVDA）CEO黄仁勋周三在摩根士丹利（MS）科技、媒体与电信会议上表示，随着OpenAI准备上市，该公司近期对这家AI初创企业300亿美元的投资“可能是最后一次”。同时，英伟达（NVDA）对OpenAI竞争对手Anthropic的100亿美元投资亦是如此。英伟达（NVDA）这笔投资是上周五这家初创公司宣布的1100亿美元融资轮的一部分。该轮融资还包括来自亚马逊（AMZN）的500亿美元承诺和来自软银的300亿美元承诺。OpenAI表示，作为协议的一部分，公司在英伟达（NVDA）用于AI数据中心的Vera Rubin系统上，获得了30亿瓦的专用推理计算能力和20亿瓦的训练计算能力。(第一财经)

加快推动医疗AI场景化落地已成行业核心任务 【财新网】 从服务于患者的AI问诊，到面向医生的AI读片、辅助诊断，医疗机构对医疗AI展现出巨大热情的同时，仍面临医疗数据不出院、应用场景与基层诊疗需求不适配等现实阻碍。（参见财新报道《 AI看病第一步 》《 AI医疗不再遥远，拓展应用如何提速？ 》《 医疗AI迎新政 5年内基层AI辅诊全覆盖 》《 人工智能进入医疗机构探路中，如何理性部署？ 》） 在3月3日，由中国医药卫生行业25家协（学）会共同主办的2026“声音·责任”医药卫生界人大代表政协委员座谈会（以下简称“座谈会”）上，医疗AI成为会场高频词。与会代表委员在发言中提到，加快推动医疗AI场景化落地已成行业核心任务，各家医院均积极布局。

Getty Images/Getty Images Entertainment Morgan Stanley ( MS ) is eliminating roughly 3% of its global workforce, or about 2,500 jobs, The Wall Street Journal reported Wednesday, citing people familiar with the matter. Shares of Morgan Stanley ( MS ) have risen about 38% in the past 12 months. The layoffs are affecting employees across the bank’s three main business units: investment banking and trading, wealth management and investment management. The reductions reflect a combination of evolving business priorities, geographic adjustments and individual performance considerations. The cuts are taking place in both the U.S. and international offices. Many of the job reductions occurred Wednesday, though the process began last week, the Journal reported. Morgan Stanley has conducted several rounds of staff reductions in recent years. Within the wealth-management unit, the layoffs include private bankers and certain operational roles. Some affected employees were involved in providing mortgages and related lending services to wealthy clients. The staffing changes come after a strong financial year for the firm. Morgan Stanley ( MS ), which employs roughly 83,000 people, reported record annual revenue in 2025 from its investment banking and trading business as well as from its wealth-management division. Industrywide, large financial institutions experienced one of their strongest years in 2025, fueled by a rebound in corporate dealmaking, active trading during volatile markets and continued spending by wealthy clients. Morgan Stanley’s ( MS ) wealth-management unit, which typically generates close to half of the firm’s overall revenue, reported a 13% increase in revenue in the fourth quarter. The layoffs also come amid a broader wave of white-collar job cuts across corporate America. Many companies have pointed to productivity gains from artificial intelligence as a factor behind workforce reductions. Last month, Jack Dorsey said Block ( XYZ ) would cut about 40% of it...

在股市震荡、理财产品收益下行的背景下，攻守兼备的“固收+”基金正成为居民资产配置新宠。记者从业内了解到，开年以来，资金涌入“固收+”基金的势头迅猛，且不同于以往机构资金为申购主力，普通个人投资者正成为“固收+”基金新的“金主”，居民存款搬家提速的趋势十分明显。（人民财讯）

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Image source: The Motley Fool. Wednesday, March 4, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Jim Labe President and Chief Investment Officer — Sajal K. Srivastava Chief Financial Officer — Mike L. Wilhelms Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Investment Portfolio at Fair Value -- $784,000,000, up 16% from $676,000,000 year over year. -- $784,000,000, up 16% from $676,000,000 year over year. Net Asset Value -- Increased to $8.73 per share from $8.61 per share year over year. -- Increased to $8.73 per share from $8.61 per share year over year. Debt Commitments Closed -- $508,000,000 for 2025, up from $175,000,000 in 2024, and the highest origination activity in over two years. -- $508,000,000 for 2025, up from $175,000,000 in 2024, and the highest origination activity in over two years. New Fundings -- $287,000,000 to 31 companies, more than double the $135,000,000 to 13 companies in 2024. -- $287,000,000 to 31 companies, more than double the $135,000,000 to 13 companies in 2024. Weighted Average Annualized Portfolio Yield (Full Year) -- 13.7%, compared to 15.7% in the prior year, with the decrease attributed to lower interest rates and a portfolio shift toward higher-quality, lower-yield borrowers. -- 13.7%, compared to 15.7% in the prior year, with the decrease attributed to lower interest rates and a portfolio shift toward higher-quality, lower-yield borrowers. Debt Repayments and Amortizations -- $212,000,000 for the year, resulting in a net increase of approximately $85,000,000 in the debt portfolio at cost. -- $212,000,000 for the year, resulting in a net increase of approximately $85,000,000 in the debt portfolio at cost. Term Sheets Signed by Sponsor -- $1,200,000,000 in 2025, up more than 60% from $736,000,000 in fiscal year 2024. -- $1,200,000,000 in 2025, up more than 60% from $736,000,000 in fiscal year 2024. Warrants and Equity Positions -- Held in 118 companies (warrants), up from 98, and 55...

推荐：中石油超越农业银行 重回A股市值第一；韩国股市单日暴跌12.06% 韩政府拟100万亿韩元救市 早上好，今天是3月5日星期四。过去24小时，哪些财经新闻对普通人影响更大，未来又有什么焦点事件被市场密切关注，早知道栏目从新闻汇总到快速解读，为你一网打尽。 24小时热点 十四届全国人大四次会议将于今日上午开幕 ，3月12日下午闭幕，会期共8天，安排3次全体会议，大会议程共十一项>> 国新办定于今日上午11:30举行吹风会，邀请《政府工作报告》起草组负责人解读报告并答记者问。 今年发展目标与重点任务如何定调？ 权威解读速看 。 截至4日收盘，中国石油报收13.24元/股，涨0.68%， A股市值超21438.48亿元，反超农业银行，重回第一 。此前3月2日、3月3日，中石油A股连续两日报收涨停，A+H股总市值重返2万亿上方，创出2008年6月以来新高。 以色列国防部长卡茨威胁称， 伊朗任何新任最高领袖都将成为 “清除目标” 。据伊朗媒体4日报道， 伊 朗已确定最高领袖的几位候选人 。 伊朗法尔斯通讯社消息称， 最高领袖选举可能

Monty Rakusen/DigitalVision via Getty Images Shares of Loar Holdings Inc. ( LOAR ) h ave been trading stagnant, to put it mildly, all while the company sees continued operating momentum and continues to employ M&A as an additional source of growth. Founded 14 years ago to create an M&A growth-induced compounder in aerospace with a focus on proprietary products, Loar has been quite a success story. M&A is a crucial part of this, and while that can work out just fine, even if dilution is incurred, recent M&A deals are dilutive to earnings due to an effective 8% cost of debt. That feels a bit like a stretch, and with the company starting the year with another substantial acquisition, I would urge a more moderated pace, as the current trajectory is dilutive, while overall valuations remain very demanding. Adding Harper In January, Loar announced a $250 million cash deal to acquire Harper Engineering Company. Founded in 1968, Harper is a leading manufacturer of mechanically engineered devices for aircraft interiors. The company employs some 85 workers in the Seattle region, providing quality latching and securing mechanisms applied to various commercial platforms. Unfortunately, no financial details have been announced, apart from the statement that the company sees tax benefits of around $30 million in connection to the transaction. This deal actually follows the closing of the LMB Fans & Motors acquisition, a EUR 367 million deal that closed a few days before 2025 ended. That purchase is seen as adding about $60 million in sales and $30 million in adjusted EBITDA this year. A Solid 2025 Following the dealmaking spree, Loar announced its 2025 results toward the end of February. Revenues rose some 23% to $496 million for the year, split pretty evenly by a combination of organic and acquired growth, as organic growth rates were reported at rates just over 12%. GAAP operating profits of $106 million were very solid, for margins in the low 20s. GAAP earnings of $72 million ...

当地时间3月4日，美国移民与海关执法局（ICE）证实，得克萨斯州埃尔帕索布利斯堡基地的东蒙大拿营移民拘留中心暴发麻疹疫情。已确诊至少14例病例，相关人员已被隔离，设施目前暂停访客和律师进入。另据了解，美国疾病控制与预防中心（CDC）工作人员将于下周前往南卡罗来纳州，协助当地遏制该州数十年来规模最大的麻疹疫情。（央视新闻）

花旗将伦敦金属交易所（LME）0-3个月铝期货价格目标从每吨3400美元上调至3600美元，并表示，在牛市情景下，价格可能攀升至每吨4000美元。花旗指出，伊朗冲突爆发后的供应中断是促使其上调价格预期的主要原因。 花旗表示：“目前，海湾地区两家铝生产商已确认不可抗力，这标志着供应中断已从风险阶段转变为实际发生阶段。” 周三，伦敦金属交易所的基准三个月期铝价触及近四年来的最高点，此前巴林铝业公司（Alba）停止了发货，这加剧了人们对中东冲突对这种广泛用于建筑、运输和包装的金属供应的影响的担忧。 拥有中国以外全球最大铝冶炼厂的Alba周三宣布遭遇不可抗力，并警告部分客户，由于无法通过霍尔木兹海峡，货物运输将出现延误。 连接伊朗和阿曼的霍尔木兹海峡运输量约占全球石油消费量的五分之一，在伊朗对美国和以色列发动报复性袭击后，该地区的船只遭到袭击，导致经由该海峡的航运几乎停滞。 花旗表示，由于航运和保险方面的问题，冲突的影响可能会持续更长时间。即使部分运输恢复，集装箱运输的初级金属和增值产品的正常化速度也可能比油轮运输慢得多。 花旗还指出，设施或电解槽生产线存在不稳定的风险，这可能导致重启时间推迟数月。 与此同时， 高盛 周一表示，如果该地区的供应中断一个月，铝价可能触及每吨3600美元。 责任编辑：于健 SF069

财联社3月5日讯，今日无新股申购；有1只新股上市，为北交所的通领科技。 今日上市新股 通领科技为汽车内饰件国家级“小巨人”， 公司主要从事汽车内饰件的研发、生产及销售，主要产品包括门板饰条、主仪表饰板、中控饰板等，主要应用于乘用车领域。公司已经进入了诸如一汽大众、北美大众、北美通用、上汽大众、上汽通用、比亚迪等30余家国内外主机厂的供应链体系。2025年获得了“国家级专精特新小巨人企业”等称号。 公司2023-2025年营业收入分别为10.13亿元、10.66亿元、9.71亿元；净利润分别为1.12亿元、1.31亿元、1.48亿元。

Alphabet Inc. (NASDAQ:GOOG - Get Free Report) CAO Amie Thuener O'toole sold 955 shares of Alphabet stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $298.00, for a total transaction of $284,590.00. Following the completion of the transaction, the chief accounting officer directly owned 9,918 shares in the company, valued at $2,955,564. This represents a 8.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Amie Thuener O'toole also recently made the following trade(s): On Monday, February 2nd, Amie Thuener O'toole sold 933 shares of Alphabet stock. The shares were sold at an average price of $336.55, for a total value of $314,001.15. On Monday, December 15th, Amie Thuener O'toole sold 2,778 shares of Alphabet stock. The shares were sold at an average price of $312.30, for a total value of $867,569.40. Get Alphabet alerts: Sign Up Alphabet Price Performance GOOG stock traded down $0.11 during midday trading on Wednesday, reaching $303.45. The stock had a trading volume of 19,955,847 shares, compared to its average volume of 23,095,281. The company has a market cap of $3.67 trillion, a price-to-earnings ratio of 28.07, a price-to-earnings-growth ratio of 1.79 and a beta of 1.10. The company's fifty day simple moving average is $321.14 and its 200 day simple moving average is $285.34. Alphabet Inc. has a 52-week low of $142.66 and a 52-week high of $350.15. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.11. Alphabet (NASDAQ:GOOG - Get Free Report) last posted its earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, beating analysts' consensus estimates of $2.59 by $0.23. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The company had revenue of $113.83 billion for the quarter, compared to the consensus e...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Astera Labs stock: setting the scene Astera Labs (ALAB) has drawn investor attention recently, with the stock closing at US$113.77 and showing a mix of shorter term declines and a 65.9% total return over the past year. See our latest analysis for Astera Labs. Recent trading has been choppy, with a 3.6% 1 day share price gain set against a 25.4% 90 day share price decline. At the same time, the 1 year total shareholder return of 65.9% still points to earlier strong momentum that now appears to be cooling. If Astera Labs has you thinking about where AI infrastructure demand could lead next, it may be worth scanning 34 AI infrastructure stocks as another way to spot ideas in this corner of the market. With Astera Labs reporting US$852.525 million in revenue and US$219.134 million in net income, yet trading about 20% below analyst price targets, you have to ask: is this a genuine opening, or is the market already banking on future growth? Most Popular Narrative: 44.4% Undervalued Astera Labs' most followed narrative points to a fair value of $204.47 against the last close of $113.77, a wide gap that hinges on ambitious growth and margin assumptions. Strong early engagement with hyperscalers and AI platform providers on open, interoperable standards like UALink (which are still in the early adoption phase with projected ramp in 2027 and beyond) enables Astera Labs to capture the industry's shift toward open, multi-vendor AI Infrastructure 2.0. This ensures exposure to significant long-term market expansion and incrementally larger addressable markets, which in turn positively impacts revenue growth rates and future margin potential as adoption accelerates. Read the complete narrative. Want to see what kind of revenue curve and profit profile need to line up for that valuation gap to close? The narrative leans on aggressive top line...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Astera Labs stock: setting the scene Astera Labs (ALAB) has drawn investor attention recently, with the stock closing at US$113.77 and showing a mix of shorter term declines and a 65.9% total return over the past year. See our latest analysis for Astera Labs. Recent trading has been choppy, with a 3.6% 1 day share price gain set against a 25.4% 90 day share price decline. At the same time, the 1 year total shareholder return of 65.9% still points to earlier strong momentum that now appears to be cooling. If Astera Labs has you thinking about where AI infrastructure demand could lead next, it may be worth scanning 34 AI infrastructure stocks as another way to spot ideas in this corner of the market. With Astera Labs reporting US$852.525 million in revenue and US$219.134 million in net income, yet trading about 20% below analyst price targets, you have to ask: is this a genuine opening, or is the market already banking on future growth? Most Popular Narrative: 44.4% Undervalued Astera Labs' most followed narrative points to a fair value of $204.47 against the last close of $113.77, a wide gap that hinges on ambitious growth and margin assumptions. Strong early engagement with hyperscalers and AI platform providers on open, interoperable standards like UALink (which are still in the early adoption phase with projected ramp in 2027 and beyond) enables Astera Labs to capture the industry's shift toward open, multi-vendor AI Infrastructure 2.0. This ensures exposure to significant long-term market expansion and incrementally larger addressable markets, which in turn positively impacts revenue growth rates and future margin potential as adoption accelerates. Read the complete narrative. Want to see what kind of revenue curve and profit profile need to line up for that valuation gap to close? The narrative leans on aggressive top line...

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Oklo (NYSE:OKLO) has signed a prepayment power agreement with Meta Platforms for electricity from its planned Ohio nuclear plant. The arrangement is intended to fund the initial stages of the project, including pre construction and site characterization work targeted for 2026. The deal links Oklo's planned small modular reactor output to future energy needs for Meta's operations, including data centers. Oklo is developing small modular nuclear reactors aimed at providing reliable, carbon free power, and this agreement with Meta puts a tech company directly in the customer seat. For investors, it ties a young nuclear developer to the growing electricity demand from data centers and AI infrastructure. It also gives NYSE:OKLO a defined commercial pathway for part of its planned Ohio capacity. Looking ahead, the prepayment structure may help Oklo address early project costs and reduce some funding uncertainty around site work in 2026. For you as an investor, the key questions now center on how Oklo executes on permits, construction readiness, and future offtake agreements as the Ohio project progresses. Stay updated on the most important news stories for Oklo by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Oklo. NYSE:OKLO 1-Year Stock Price Chart See which insiders are buying and buying and selling Oklo following this latest news. This prepayment deal with Meta speaks directly to investor confidence in Oklo as a potential supplier of long term, clean power for energy hungry data centers. Even though Oklo is still pre revenue and years away from expected generation at the Ohio site, having a large, well capitalized customer commit cash up front can be meaningful in a market where financing and dilution are ongoing concerns. It does not remove the core risks around regulation, execution, or future pro...

In this article UAMY USB Follow your favorite stocks CREATE FREE ACCOUNT Plumes of smoke rise over the skyline on March 3, 2026 in Tehran, Iran. Majid Saeedi | Getty Images Since the U.S. and Israel launched surprise strikes on Iran last weekend, Washington has been keen to stress that the military action will be over in a matter of weeks and won't turn into a so-called "forever war." But experts say the U.S. could easily get bogged down in "Operation Epic Fury" if the Iranian regime proves more resilient than expected, and that could mean the conflict drags on. "What we're seeing is going to be more complicated than the White House may have hoped," Suzanne Maloney, Brookings Institution vice president and director of foreign policy, told CNBC Tuesday. "Obviously, the start of the conflict appeared to be tremendously successful with the very quick announcement that Ayatollah Ali Khamenei, the supreme leader of Iran, had been killed, that was a huge breakthrough in many respects and the U.S. and Israel have been able to do immense damage to Iran's military capabilities." "But the day after is going to be immensely complicated as well, and I am not optimistic that we're going to see a quick end to this conflict, because the Iranians are escalating across the region and that is their long-standing game plan," she said. watch now VIDEO 8:29 08:29 'Not optimistic' we'll see a quick end to the Iran conflict, says Brookings' Suzanne Maloney Squawk Box When airstrikes began to target Iran's leadership and military sites last Saturday, killing Khamenei in his compound within hours , it quickly became apparent that the attacks would not be a case of "one and done." But U.S. President Donald Trump has said in the last week that the military operation in Iran would be over in "four to five weeks" and top officials, from Vice President JD Vance to Defense Secretary Peter Hegseth, have stressed that this will not be a prolonged, low-burn conflict of the type seen in Afghanistan o...

Image source: The Motley Fool. Wednesday, Mar. 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Rick Wilmer Chief Financial Officer — Mansi Khetani Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $109 million, at the upper end of guidance, up 3% sequentially and 7% year over year. -- $109 million, at the upper end of guidance, up 3% sequentially and 7% year over year. Non-GAAP gross margin -- 33%, a record high, flat sequentially, and up three percentage points year over year. -- 33%, a record high, flat sequentially, and up three percentage points year over year. Networked charging systems revenue -- $58 million, representing 53% of revenue, up 2% sequentially and 10% year over year. -- $58 million, representing 53% of revenue, up 2% sequentially and 10% year over year. Subscription revenue -- $42 million, accounting for 39% of revenue, up 1% sequentially and 11% year over year. -- $42 million, accounting for 39% of revenue, up 1% sequentially and 11% year over year. Other revenue -- $9 million, or 8% of total revenue. -- $9 million, or 8% of total revenue. Geographic revenue mix -- North America contributed 77%; Europe was 23%, its highest share since IPO. -- North America contributed 77%; Europe was 23%, its highest share since IPO. Non-GAAP operating expenses -- $58 million, essentially flat versus the prior quarter. -- $58 million, essentially flat versus the prior quarter. Non-GAAP adjusted EBITDA loss -- $18 million compared with $19 million in the previous quarter and $17 million in the same quarter last year. -- $18 million compared with $19 million in the previous quarter and $17 million in the same quarter last year. Cash and liquidity -- $142 million in cash after a $40 million debt payment; operational cash usage for the full year totaled $43 million, down from $133 million the prior year. -- $142 million in cash after a $40 million debt payment; operational cash usage for the full year totaled $4...

Image source: The Motley Fool. Wednesday, March 4, 2026 at 5 p.m. ET CALL PARTICIPANTS Founder and Chief Executive Officer — Qichao Hu Chief Financial Officer — Jing Nealis Vice President, Investor Relations — Kyle Pilkington TAKEAWAYS Revenue -- $4.6 million for Q4, representing a $2.6 million or 124% increase year over year, and $21 million for the full year, nearly tenfold growth from 2024. -- $4.6 million for Q4, representing a $2.6 million or 124% increase year over year, and $21 million for the full year, nearly tenfold growth from 2024. Revenue Composition -- 2025 included $13.6 million in one-time service revenue from Honda and Hyundai contracts; this is not expected to repeat in 2026. -- 2025 included $13.6 million in one-time service revenue from Honda and Hyundai contracts; this is not expected to repeat in 2026. Revenue Guidance -- 2026 revenue forecast is $30 million to $35 million, representing anticipated growth of 43% to 67% with approximately 65% from ESS and the remainder from drones and materials, primarily weighted toward the second half. -- 2026 revenue forecast is $30 million to $35 million, representing anticipated growth of 43% to 67% with approximately 65% from ESS and the remainder from drones and materials, primarily weighted toward the second half. Gross Margin -- Q4 GAAP gross margin was 11.3%; Q4 non-GAAP gross margin was 11.7%; full-year GAAP and non-GAAP gross margin were 53.8% and 55.7%, respectively, driven by mix shift toward ESS products with lower margins. -- Q4 GAAP gross margin was 11.3%; Q4 non-GAAP gross margin was 11.7%; full-year GAAP and non-GAAP gross margin were 53.8% and 55.7%, respectively, driven by mix shift toward ESS products with lower margins. Operating Expenses -- Q4 GAAP operating expenses decreased 40% year over year to $18.2 million; Q4 non-GAAP operating expenses fell 44% to $13.5 million; full-year GAAP operating expenses dropped 15% to $93.9 million; full-year non-GAAP operating expenses fell 11% to $73.0 ...

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Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Oracle and Oracle Red Bull Racing have agreed to a multi year expansion of their partnership focused on AI and cloud driven race strategy and engineering. Oracle AI and Oracle Cloud Infrastructure will serve as the digital backbone for Red Bull Racing as Formula 1 prepares for major regulatory changes in 2026. The collaboration centers on real time decision making, hybrid powertrain development and advanced simulations for the team. For investors watching NYSE:ORCL, this announcement connects Oracle’s core AI and cloud capabilities with a high profile, real time performance setting. The stock trades at $152.37, with a mixed return profile that includes a 3.0% gain over the past week and a 126.2% return over five years, alongside weaker returns over the past year and year to date. The partnership helps show how Oracle’s technology is being used in complex, mission critical environments beyond traditional enterprise workloads. As Formula 1’s 2026 regulation changes approach, investors may track how Oracle’s role with Red Bull Racing evolves and whether similar high performance use cases emerge in other industries. For many, the key question is how consistently Oracle can apply its AI and cloud tools in settings where speed, reliability and scale are central to decisions that play out in real time. Stay updated on the most important news stories for Oracle by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Oracle. NYSE:ORCL Earnings & Revenue Growth as at Mar 2026 We've flagged 3 risks for Oracle. See which could impact your investment. Quick Assessment ✅ Price vs Analyst Target : At US$152.37 versus an average analyst target of about US$269.02, the price sits roughly 44% below consensus expectations. ⚖️ Simply Wall St Valuation : Simply Wall St views Oracle as trading close to its estimated fair valu...

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Morgan Stanley’s Andrew Slimmon, JPMorgan’s Michael Feroli, BTIG’s Janine Stichter, Former US Ambassador to NATO Ivo Daalder, Moneta’s Aoifinn Devitt, D.A. Davidson’s Gil Luria, Evercore’s Peter Levine, 22V Research’s Kim Wallace. (Source: Bloomberg)

美國總統特朗普正式提名聯邦儲備局前理事沃什，出任聯儲局下任主席。 美國白宮在網上發表聲明，指特朗普對沃什的提名已正式提交至參議院。如果沃什的提名獲得參議院確認，將會接替在五月十五日任期屆滿的現任聯儲局主席鮑威爾。