EyeEm Mobile GmbH Oil prices rose on Tuesday as the U.S.-Israel-Iran conflict continued to rattle markets, leading to a disruption in the traffic through the Strait of Hormuz, a critical artery for global energy supplies. Brent crude ( CO1:COM ) climbed 7.96%, briefly topping $83.93 a barrel, its highest level since early 2025, while West Texas Intermediate ( CL1:COM ) was up 8.41% to $77.22. An e...
EyeEm Mobile GmbH Oil prices rose on Tuesday as the U.S.-Israel-Iran conflict continued to rattle markets, leading to a disruption in the traffic through the Strait of Hormuz, a critical artery for global energy supplies. Brent crude ( CO1:COM ) climbed 7.96%, briefly topping $83.93 a barrel, its highest level since early 2025, while West Texas Intermediate ( CL1:COM ) was up 8.41% to $77.22. An earlier note from Societe Generale said that the price surge may prove temporary if supply flows remain intact. Shipping activity through the narrow waterway off Iran’s coast, which carries roughly 20% of the world’s oil and significant volumes of liquefied natural gas, has slowed dramatically as tanker operators and traders paused movements amid escalating hostilities. Although Iranian officials said the strait remains open, they reported attacks on several tankers. President Donald Trump said U.S. forces had destroyed multiple Iranian naval vessels and indicated military operations would continue. Here are charts of Brent crude ( CO1:COM ) and West Texas Intermediate ( CL1:COM ) showing their one year performance: Seeking Alpha Seeking Alpha ETFs: ( USO ), ( BNO ), ( UCO ), ( SCO ), ( USL ), ( DBO ), ( DRIP ), ( GUSH ), ( USOI ), ( XLE ) More on Brent Futures, Crude Oil Futures Rethinking Long-Term Investing Donald Trump's War On Iran May Have Just Saved America's Oil Industry The Commodities: European Gas And Asian LNG Surge After Qatar Halts Operations Polymarket prices rising odds of U.S.-Israel-Iran conflict ending by June Crude oil surges for a second day, adding another 7%, as Middle East war rages on
Jian Fan Global markets are experiencing what Haig Bathgate, CEO of Callanish Capital, describes as a “maximum point of uncertainty” as the Middle East crisis continues to escalate, triggering widespread sell-offs and classic derisking behavior among investors. “What markets hate more than anything is uncertainty, and we’re at that maximum point of uncertainty,” Bathgate said in an interview with ...
Jian Fan Global markets are experiencing what Haig Bathgate, CEO of Callanish Capital, describes as a “maximum point of uncertainty” as the Middle East crisis continues to escalate, triggering widespread sell-offs and classic derisking behavior among investors. “What markets hate more than anything is uncertainty, and we’re at that maximum point of uncertainty,” Bathgate said in an interview with CNBC. The volatility has spread across the region, even reaching into places like Dubai, as traders scramble to reposition their portfolios. Markets are rapidly pricing in risks for regions heavily exposed to natural gas and rising energy costs, with the UK and other energy-dependent economies particularly vulnerable. Bathgate pointed to the Ukraine war as a precedent for understanding how energy exposure affects markets during geopolitical crises. Anyone exposed to a “pickup in energy prices… is going to be exposed, and that’s exactly what we’re seeing in the markets,” he noted. In a somewhat counterintuitive development, technology giants like Microsoft ( MSFT ) and NVIDIA ( NVDA ) are emerging as safe havens amid the turmoil. Bathgate explained that these companies’ earnings are largely insulated from events in the Middle East. “How much will Microsoft’s ( MSFT ) earnings be impacted by what’s going on in the Middle East? The answer is, very little,” he said, adding that the tech sector’s recent weakness has also contributed to a bounce-back effect. MSFT is the only Mag 7 stock up, currently +0.2%. The U.S. dollar ( DXY ) has shown renewed strength despite previous narratives predicting its decline, with capital flowing back to American assets. Bathgate observed that weaker European economies, such as the UK, are seeing their borrowing costs increase rather than benefiting from safe haven status. This pattern of repatriation to U.S. assets is typical during major geopolitical events, he noted. The crisis is also expected to drive a long-term shift in European defense spe...
There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on February 25, CMS Energy Corp's Director, Diane Leopold, invested $153,398.00 into 2,000 shares of CMS, for a cost per share of $76.70. Bargain hunters tend to pay particular attention to insider buys like this one, because presumably the only reason an ins...
There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on February 25, CMS Energy Corp's Director, Diane Leopold, invested $153,398.00 into 2,000 shares of CMS, for a cost per share of $76.70. Bargain hunters tend to pay particular attention to insider buys like this one, because presumably the only reason an insider would take their hard-earned cash and use it to buy stock of their company in the open market, is that they expect to make money. In trading on Tuesday, bargain hunters could buy shares of CMS Energy Corp (Symbol: CMS) and achieve a cost basis even cheaper than Leopold, with shares changing hands as low as $76.08 per share. CMS Energy Corp shares are currently trading down about 1.6% on the day. The chart below shows the one year performance of CMS shares, versus its 200 day moving average: Looking at the chart above, CMS's low point in its 52 week range is $67.705 per share, with $78.47 as the 52 week high point — that compares with a last trade of $76.95. By comparison, below is a table showing the prices at which CMS insider buying was recorded over the last six months: Purchased Insider Title Shares Price/Share Value 02/25/2026 Diane Leopold Director 2,000 $76.70 $153,398.00 The current annualized dividend paid by CMS Energy Corp is $2.28/share, currently paid in quarterly installments, and its most recent dividend ex-date was on 02/17/2026. Below is a long-term dividend history chart for CMS, which can be of good help in judging whether the most recent dividend with approx. 2.9% annualized yield is likely to continue. Click here to find out which 9 other energy stock bargains you can buy cheaper than insiders » Also see: Institutional Holders of ACA EGP Next Dividend Date REIS market cap history The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Tuesday, shares of the Fidelity MSCI Consumer Discretionary Index ETF (Symbol: FDIS) entered into oversold territory, changing hands as low as $95.64 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls...
In trading on Tuesday, shares of the Fidelity MSCI Consumer Discretionary Index ETF (Symbol: FDIS) entered into oversold territory, changing hands as low as $95.64 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of Fidelity MSCI Consumer Discretionary Index, the RSI reading has hit 28.2 — by comparison, the RSI reading for the S&P 500 is currently 36.7. A bullish investor could look at FDIS's 28.2 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), FDIS's low point in its 52 week range is $74 per share, with $107.45 as the 52 week high point — that compares with a last trade of $95.76. Fidelity MSCI Consumer Discretionary Index shares are currently trading down about 3.1% on the day. Find out what 9 other oversold stocks you need to know about » 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.
In trading on Tuesday, shares of the SPDR EURO STOXX 50 ETF (Symbol: FEZ) entered into oversold territory, changing hands as low as $62.93 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of...
In trading on Tuesday, shares of the SPDR EURO STOXX 50 ETF (Symbol: FEZ) entered into oversold territory, changing hands as low as $62.93 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of SPDR EURO STOXX 50, the RSI reading has hit 29.2 — by comparison, the RSI reading for the S&P 500 is currently 36.7. A bullish investor could look at FEZ's 29.2 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), FEZ's low point in its 52 week range is $47.63 per share, with $69.44 as the 52 week high point — that compares with a last trade of $63.19. SPDR EURO STOXX 50 shares are currently trading down about 5.4% on the day. Click here to find out what 9 other oversold dividend stocks you need to know about » 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.
In trading on Tuesday, shares of the First Trust NYSE Arca Biotechnology Index Fund ETF (Symbol: FBT) entered into oversold territory, changing hands as low as $198.68 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading f...
In trading on Tuesday, shares of the First Trust NYSE Arca Biotechnology Index Fund ETF (Symbol: FBT) entered into oversold territory, changing hands as low as $198.68 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of First Trust NYSE Arca Biotechnology Index Fund, the RSI reading has hit 29.9 — by comparison, the RSI reading for the S&P 500 is currently 36.7. A bullish investor could look at FBT's 29.9 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), FBT's low point in its 52 week range is $141.375 per share, with $224.9399 as the 52 week high point — that compares with a last trade of $199.57. First Trust NYSE Arca Biotechnology Index Fund shares are currently trading down about 3.1% on the day. Click here to find out what 9 other oversold dividend stocks you need to know about » 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.
In trading on Tuesday, shares of Cabot Corp. (Symbol: CBT) crossed below their 200 day moving average of $100.54, changing hands as low as $99.83 per share. Cabot Corp. shares are currently trading down about 1.9% on the day. The chart below shows the one year performance of CBT shares, versus its 200 day moving average: Looking at the chart above, CBT's low point in its 52 week range is $70.63 pe...
In trading on Tuesday, shares of Cabot Corp. (Symbol: CBT) crossed below their 200 day moving average of $100.54, changing hands as low as $99.83 per share. Cabot Corp. shares are currently trading down about 1.9% on the day. The chart below shows the one year performance of CBT shares, versus its 200 day moving average: Looking at the chart above, CBT's low point in its 52 week range is $70.63 per share, with $117.46 as the 52 week high point — that compares with a last trade of $99.91. Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The S&P 500 Index ($SPX) (SPY) today is down -2.18%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -2.27%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -2.37%. March E-mini S&P futures (ESH26) are down -2.05%, and March E-mini Nasdaq futures (NQH26) are down -2.21%. Stock indexes are plunging today, with the S&P 500 falling to a 3.25-month low, the Dow Jones Industrial Average dropping ...
The S&P 500 Index ($SPX) (SPY) today is down -2.18%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -2.27%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -2.37%. March E-mini S&P futures (ESH26) are down -2.05%, and March E-mini Nasdaq futures (NQH26) are down -2.21%. Stock indexes are plunging today, with the S&P 500 falling to a 3.25-month low, the Dow Jones Industrial Average dropping to a 2.75-month low, and the Nasdaq 100 sliding to a 3.5-month low. Global stock markets are plummeting, and crude oil prices and bond yields are soaring as the war in Iran enters its fourth day with no sign of de-escalation, bolstering fears of a lengthy disruption to energy markets and a surge in inflation. WTI crude oil (CLJ26) is up more than +8% at an 8.5-month high after an adviser to Iran’s Islamic Revolutionary Guard Corps commander told state TV that “we will set fire to any ship attempting to pass through” the Strait of Hormuz, which runs along Iran's coast and handles a fifth of the world's oil. Goldman Sachs estimates the real-time risk premium for crude oil at $18/bbl, corresponding to its estimate of the impact of a six-week full halt to tanker traffic in the Strait of Hormuz. Also, falling debris from an intercepted Iranian drone caused a major fire at the United Arab Emirates' major oil-trading hub, Fujairah, one of the largest oil storage centers in the Middle East. European natural gas prices are up +22% today at a 3-year high after Qatar shut its Ras Laffan plant, the world's largest natural gas export facility, after it was targeted by an Iranian drone attack. The Ras Laffan plant accounts for about 20% of the global liquefied natural gas supply. President Trump said Monday that combat operations against Iran could last for weeks until all objectives were completed. President Trump has called for Iran’s leaders to capitulate, but Iran’s security chief said that it has no intention of negotiating with the US. Global bond yields are soaring today, weighing...
Rudina Seseri, Founder and Managing Partner of Glasswing Ventures, discusses investing in companies where artificial intelligence is the core architectural foundation, capital flows shaping the sector and how to identify the next generation of corporate winners, with Bloomberg's Carol Massar at Bloomberg Invest 2026 in New York. (Source: Bloomberg)
Rudina Seseri, Founder and Managing Partner of Glasswing Ventures, discusses investing in companies where artificial intelligence is the core architectural foundation, capital flows shaping the sector and how to identify the next generation of corporate winners, with Bloomberg's Carol Massar at Bloomberg Invest 2026 in New York. (Source: Bloomberg)
On of Wall Street's most crowded trades just hit a wall. On Tuesday morning, more than $600 billion in market value was erased from the world's largest technology and semiconductor companies as escalating conflict in Iran triggered an energy-price shock that rippled across global equities. What began as a surge in oil and natural gas prices quickly morphed into a broad risk-off unwind. And the mar...
On of Wall Street's most crowded trades just hit a wall. On Tuesday morning, more than $600 billion in market value was erased from the world's largest technology and semiconductor companies as escalating conflict in Iran triggered an energy-price shock that rippled across global equities. What began as a surge in oil and natural gas prices quickly morphed into a broad risk-off unwind. And the market's most crowded trade — particularly high-flying chipmakers and hardware names on the back of AI demand — took the brunt of it. 10 Stocks Lead Tuesday’s Global Tech Selloff With the war in Iran now on its fourth day and no clear signs of de-escalation, financial markets are beginning to factor in a more troubling scenario: a conflict that drags on. As of mid-morning trading in New York, West Texas Intermediate crude spiked 8% for the second straight session toward $77 per barrel while natural gas benchmarks spiked on fears of prolonged disruption around the Strait of Hormuz, a critical artery for global crude and LNG flows. Global equities sold off sharply, Treasury yields climbed for a second consecutive session and volatility spiked as investors reassessed the inflationary fallout of prolonged energy disruption. On Monday, President Donald Trump warned the conflict could last "weeks," reinforcing the view that this may not be a brief flare-up. The Wall Street Journal reported Tuesday that Trump is open to backing armed militias in Iraq willing to challenge Tehran — a step that could widen the regional scope of the war. Against that backdrop, the selloff in technology accelerated. The iShares PHLX SOX Semiconductor Sector Index Fund (NASDAQ:SOXX) sunk 4.4% on the day. Meanwhile, the CBOE Volatility Index (VIX) surged 30%, on track for its largest single-day jump since the April 2025 tariff shock. According to Companiesmarketcap.com, some of the world's most important technology names wiped out over $600 billion on Tuesday alone. Image: Shutterstock
It is certainly not a good time to be a software company, even if you respond to the name Okta (OKTA). As the “Sasscopalypse” rages on and software stocks continue to receive a beating, the cloud-native identity security company is all set to report its results for Q4 2025 on Wednesday, after the market closes. About Okta Founded in 2009 by two ex-Salesforce (CRM) employees, Okta's core business i...
It is certainly not a good time to be a software company, even if you respond to the name Okta (OKTA). As the “Sasscopalypse” rages on and software stocks continue to receive a beating, the cloud-native identity security company is all set to report its results for Q4 2025 on Wednesday, after the market closes. About Okta Founded in 2009 by two ex-Salesforce (CRM) employees, Okta's core business is identity and access management (IAM) software delivered via the cloud. The company’s platform includes single sign-on (SSO), multi-factor authentication (MFA), API access management, Universal Directory, lifecycle management, identity governance, privileged access management, and other security tools that help organizations authenticate and secure human and non-human identities across hybrid IT environments. Valued at a market cap of $12.8 billion, OKTA is down 18.6% in 2026 and 19.3% over the past year. However, a closer look at the company will reveal that such a prolonged downturn is certainly not warranted. Outstanding Q3 for Okta Okta's results for Q3 2026 shone like a star, with both revenue and earnings beating estimates and key operational metrics seeing marked growth when compared to the year before. Total revenues grew by 11.6% from the previous year to $742 million, with the core segment of subscription witnessing a year-over-year (YoY) growth rate of 11.2% to $724 million. Earnings grew by an even sharper 22.4% in the same period to $0.82 per share, outpacing the consensus estimate of $0.76. Impressively, this was the ninth consecutive quarter of not only beating estimates but also yearly growth of earnings from the company. Remaining performance obligations, a key indicator of demand, shot up by 17% yearly to $4.3 billion, while cRPO, which is the quantum of orders that must be fulfilled within 12 months, increased by 13% from the previous year to $2.3 billion. Thus, wider concerns around software stocks may be prevalent, but the demand for Okta's products an...
The Chinese government has called for vessels passing through the strait of Hormuz to be protected by all sides in the escalating Iran conflict, as shipping freight rates soared. Maritime traffic through the strait – a narrow channel on Iran’s southern border that connects the Persian Gulf with the Gulf of Oman – has effectively been closed since the US and Israel launched missile attacks on Iran ...
The Chinese government has called for vessels passing through the strait of Hormuz to be protected by all sides in the escalating Iran conflict, as shipping freight rates soared. Maritime traffic through the strait – a narrow channel on Iran’s southern border that connects the Persian Gulf with the Gulf of Oman – has effectively been closed since the US and Israel launched missile attacks on Iran at the weekend, prompting a retaliation from Tehran. Beijing’s foreign ministry on Tuesday urged “all parties to immediately cease military operations, avoid escalating tensions and safeguard the safety of navigation in the strait of Hormuz”. China is the world’s largest importer of oil and fossil gas and has in recent times been the major buyer of Iranian oil, making it one of the countries most exposed to the interruption to energy shipments. The strait of Hormuz, located on Iran’s southern border, is one of the most important global trade arteries and remained devoid of ships for a fourth day on Tuesday. It carries around 20% of global seaborne crude oil, while around 20% of seaborne gas tankers and one-third of the most widely used fertiliser pass through it. View image in fullscreen Container ships are moored in Cape Town, South Africa, after shipping companies announce they will reroute vessels. Photograph: Halden Krog/EPA The effective closure of the strait chokes off energy exports from large producers including Saudi Arabia, the United Arab Emirates, Iraq and Kuwait, as well as Iran, to the rest of the world, triggering energy shortages and higher prices. India, which is dependent on oil and gas imports from the Middle East, is one of the other Asian countries most affected by closure of the shipping channel. Meanwhile, Korea, Thailand and the Philippines are considered among the most vulnerable to higher oil prices, according to industry analysts, given their dependence on energy imports. Iranian forces claimed to have hit the Honduras-flagged fuel tanker Athe Nov...
Rich Bowman, AI Operations Specialist, Emerging Platforms at NASCAR, discusses how one of the world’s most data-intensive sports is deploying artificial intelligence, from real-time race engineering to fan engagement and strategic capital allocation with Bloomberg's Carol Massar at Bloomberg Invest 2026 in New York. (Source: Bloomberg)
Rich Bowman, AI Operations Specialist, Emerging Platforms at NASCAR, discusses how one of the world’s most data-intensive sports is deploying artificial intelligence, from real-time race engineering to fan engagement and strategic capital allocation with Bloomberg's Carol Massar at Bloomberg Invest 2026 in New York. (Source: Bloomberg)
Apollo Global Management CEO Marc Rowan commented on the conflict in Iran and what geopolitics does to the market. He said, "We always have an overreaction to the confrontation of problems, but this is a problem that needed to be dealt with." (Source: Bloomberg)
Apollo Global Management CEO Marc Rowan commented on the conflict in Iran and what geopolitics does to the market. He said, "We always have an overreaction to the confrontation of problems, but this is a problem that needed to be dealt with." (Source: Bloomberg)
Jacob Wackerhausen/iStock via Getty Images In an effort to distinguish itself from competitors and create more innovative and desirable workout gear, lululemon athletica ( LULU ) launched a new sweat-concealing and breathable fabric to support “high-sweat activities.” ShowZero—developed with tennis professional Frances Tiafoe—uses a yarn technology that changes how light interacts with the fabric ...
Jacob Wackerhausen/iStock via Getty Images In an effort to distinguish itself from competitors and create more innovative and desirable workout gear, lululemon athletica ( LULU ) launched a new sweat-concealing and breathable fabric to support “high-sweat activities.” ShowZero—developed with tennis professional Frances Tiafoe—uses a yarn technology that changes how light interacts with the fabric and eliminates the absorption of light when wet, making sweat virtually invisible. The fabric not only hides sweat, but its wicking ability allows for faster drying. “We’ve combined advanced sweat-concealing technology with our feel-first design approach to develop a high-performance tennis kit to keep [Tiafoe] feeling confident and focused through even the most intense matches,” said Yuki Aihara, lululemon’s Senior Director of Product Innovation. Tiafoe will debut lululemon's ShowZero apparel at the BNP Paribas Open in California from March 1 to March 15. More on Lululemon lululemon: Cheap For A Reason lululemon Can Stretch Higher After Tariffs Ruling lululemon: Historically Undervalued, But Leadership Uncertainty Demands Patience lululemon board faces mounting pressure from founder; company rebuts claims of “disinterest” Lululemon opens 100th store in EMEA
Droplet reduces genomic analysis time using NVIDIA Parabricks, enabling rapid turnaround of test results CAMBRIDGE, Mass., March 3, 2026 /PRNewswire/ -- Droplet Biosciences, a diagnostics company pioneering lymph-based liquid biopsy testing, today announced that it is dramatically reducing genomic analysis time with NVIDIA AI infrastructure—improving test turnaround times and enabling more timely,...
Droplet reduces genomic analysis time using NVIDIA Parabricks, enabling rapid turnaround of test results CAMBRIDGE, Mass., March 3, 2026 /PRNewswire/ -- Droplet Biosciences, a diagnostics company pioneering lymph-based liquid biopsy testing, today announced that it is dramatically reducing genomic analysis time with NVIDIA AI infrastructure—improving test turnaround times and enabling more timely, informed patient care. Droplet Logo (PRNewsfoto/Droplet Biosciences, Inc) Droplet's LymphDetect™ test uses deep sequencing to interrogate the presence of residual cancer after a tumor has been removed. This requires tremendous computational power and, even with today's extensive cloud infrastructure, can take days to return a result. A new case study published today highlights the use of NVIDIA Parabricks, a GPU-accelerated software suite designed to drastically speed up genomic data analysis for DNA sequencing. Using Parabricks, Droplet has achieved an order-of-magnitude reduction in the analysis time required across critical bioinformatics steps. These performance gains will transform how quickly clinicians can receive actionable insights following cancer surgery. From Days to Hours: Accelerating Genomic Analysis Droplet focuses on detecting residual cancer after tumor removal by analyzing lymphatic fluid collected just 24 hours after surgery allowing clinicians to assess residual disease far earlier than other blood-based testing options. By moving from CPU-only pipelines to GPU-accelerated workflows, the Droplet reduced key analysis steps from days to hours with NVIDIA Parabricks, including: Variant calling accelerated from up to 36 hours to under three hours Sequence Alignment reduced from approximately ten hours to under one hour Overall analysis timelines compressed from ten days to two days These gains are driven by NVIDIA's accelerated computing architecture, including the NVIDIA L4 Tensor Core GPU and NVIDIA L40S , which enable massive parallelization for genomic...
Snowflake (SNOW 3.58%) turned in another strong quarterly report recently and issued an upbeat outlook, once again demonstrating that the cloud-based data warehousing and analytics company looks like it will emerge as an artificial intelligence (AI) winner. Despite the company's strong performance, the stock has traded down more than 20% so far this year. Let's take a closer look at Snowflake's Q4...
Snowflake (SNOW 3.58%) turned in another strong quarterly report recently and issued an upbeat outlook, once again demonstrating that the cloud-based data warehousing and analytics company looks like it will emerge as an artificial intelligence (AI) winner. Despite the company's strong performance, the stock has traded down more than 20% so far this year. Let's take a closer look at Snowflake's Q4 results and prospects to see if now is the time to buy the stock. Strong revenue growth continues In a world where AI and especially AI agents need clean, structured data, Snowflake's cloud-based data warehousing architecture, which lets its customers quickly and securely access and share data in real time, is becoming increasingly important. Meanwhile, its Snowflake Intelligence and Cortex Code coding agent look set to continue to drive growth. Over 2,500 accounts now use Snowflake Intelligence, nearly doubling quarter over quarter. In Q4, Snowflake once again saw robust sales growth, with quarterly revenue soaring 30% year over year to $1.28 billion. Product revenue also rose by 30% to $1.23 million. Adjusted earnings per share (EPS) edged up to $0.32 from $0.30 a year ago, coming in ahead of the $0.27 consensus. Its net revenue retention rate came in at an impressive 125% over the past 12 months, the same as Q2 and Q3. A number above 100% shows that existing customer usage is rising after taking into account any customer churn. Snowflake also continues to add new customers. In the quarter, it landed 740 new customers, up 40% year over year. Customers spending more than $1 million rose 27% to 733, while it now has 56 customers shelling out more than $10 million a year with it, up 56%. It also signed its largest-ever deal in the quarter, worth over $400 million. Looking ahead, Snowflake forecasted full-year product revenue to be approximately $5.66 billion, representing a 27% increase. It expects adjusted operating margins of 12.5%. For fiscal Q1, it projected product rev...
Nvidia recently entered multiyear, nonexclusive agreements to invest US$2 billion each in Coherent and Lumentum, alongside multibillion‑dollar purchase commitments and future capacity rights, to secure advanced optics and laser components for next‑generation AI infrastructure. By locking in long‑term access to cutting‑edge optical interconnects and U.S.-based manufacturing, Nvidia is effectively t...
Nvidia recently entered multiyear, nonexclusive agreements to invest US$2 billion each in Coherent and Lumentum, alongside multibillion‑dollar purchase commitments and future capacity rights, to secure advanced optics and laser components for next‑generation AI infrastructure. By locking in long‑term access to cutting‑edge optical interconnects and U.S.-based manufacturing, Nvidia is effectively treating networking and photonics as core infrastructure, not just components, for scaling its AI “factory” roadmap. We’ll now examine how Nvidia’s move to pre‑buy and co‑fund advanced optics capacity could influence its AI infrastructure supercycle investment narrative. AI is about to change healthcare. These 28 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. NVIDIA Investment Narrative Recap To own Nvidia today, you have to believe AI data center spending will remain strong enough to absorb its aggressive build‑out of GPUs, networking and optics. The new US$2 billion, nonexclusive investments in Coherent and Lumentum reinforce that “AI factory” thesis by securing critical photonics capacity, but they also sit against rising concerns about overcommitting to supply and the risk that hyperscalers accelerate in‑house silicon, which could weigh on future demand. Among recent announcements, the multiyear Coherent deal is especially relevant. It ties Nvidia to advanced U.S.‑based optical interconnects that are key to scaling AI clusters, directly supporting its near‑term catalyst: executing on a very ambitious Q1 FY2027 revenue outlook of US$78.0 billion while keeping margins intact. At the same time, this deeper integration into optics and networking heightens exposure to supply chain fragility and capex cycles if AI infrastructure spending slows. Yet, behind these big wins, there is a growing risk investors should be aware of around what happens if AI spending ...
Nvidia recently entered multiyear, nonexclusive agreements to invest US$2 billion each in Coherent and Lumentum, alongside multibillion‑dollar purchase commitments and future capacity rights, to secure advanced optics and laser components for next‑generation AI infrastructure. By locking in long‑term access to cutting‑edge optical interconnects and U.S.-based manufacturing, Nvidia is effectively t...
Nvidia recently entered multiyear, nonexclusive agreements to invest US$2 billion each in Coherent and Lumentum, alongside multibillion‑dollar purchase commitments and future capacity rights, to secure advanced optics and laser components for next‑generation AI infrastructure. By locking in long‑term access to cutting‑edge optical interconnects and U.S.-based manufacturing, Nvidia is effectively treating networking and photonics as core infrastructure, not just components, for scaling its AI “factory” roadmap. We’ll now examine how Nvidia’s move to pre‑buy and co‑fund advanced optics capacity could influence its AI infrastructure supercycle investment narrative. AI is about to change healthcare. These 28 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. NVIDIA Investment Narrative Recap To own Nvidia today, you have to believe AI data center spending will remain strong enough to absorb its aggressive build‑out of GPUs, networking and optics. The new US$2 billion, nonexclusive investments in Coherent and Lumentum reinforce that “AI factory” thesis by securing critical photonics capacity, but they also sit against rising concerns about overcommitting to supply and the risk that hyperscalers accelerate in‑house silicon, which could weigh on future demand. Among recent announcements, the multiyear Coherent deal is especially relevant. It ties Nvidia to advanced U.S.‑based optical interconnects that are key to scaling AI clusters, directly supporting its near‑term catalyst: executing on a very ambitious Q1 FY2027 revenue outlook of US$78.0 billion while keeping margins intact. At the same time, this deeper integration into optics and networking heightens exposure to supply chain fragility and capex cycles if AI infrastructure spending slows. Yet, behind these big wins, there is a growing risk investors should be aware of around what happens if AI spending ...
Earnings Call Insights: OFS Capital (OFS) Q4 2025 Management View CEO Bilal Rashid stated that net investment income totaled $0.20 per share, down from $0.22 per share in the prior quarter, primarily due to a lower net interest margin from higher interest rates on new unsecured notes and the impact of the Fed's benchmark rate reductions. Rashid reported a net asset value of $9.19 per share at Dece...
Earnings Call Insights: OFS Capital (OFS) Q4 2025 Management View CEO Bilal Rashid stated that net investment income totaled $0.20 per share, down from $0.22 per share in the prior quarter, primarily due to a lower net interest margin from higher interest rates on new unsecured notes and the impact of the Fed's benchmark rate reductions. Rashid reported a net asset value of $9.19 per share at December 31, compared to $10.17 per share in the prior quarter, attributing the decline to further markdowns of nonperforming loans and unrealized depreciation on CLO equity holdings. He explained, "Overall, we believe our credit portfolio is stable. During the quarter, we placed one loan on nonaccrual. However, we placed one loan back on accrual status following the completion of a restructuring transaction." Rashid highlighted ongoing efforts to monetize the minority equity position in Pfanstiehl, the largest portfolio position, with a fair value of approximately $79.4 million at quarter end. He commented, "A successful exit could improve net investment income and reduce portfolio consolidation." He noted the extension of all near-term debt maturities, with the earliest remaining maturity in 2028, and the full repayment of unsecured notes scheduled for February 2026. Rashid added, "Last month, we also entered into a credit facility with Natixis, which allowed us to refinance our existing facility with BNP. We believe that this new facility which matures in 2031, further strengthens our balance sheet positioning." CFO Kyle Spina stated, "We posted net investment income of $2.7 million or $0.20 per share for the fourth quarter, which was down $0.02 per share from the third quarter. Top line income decreased $1.2 million quarter-over-quarter, partially offset by a $937,000 decrease in total expenses, resulting in the decline in net investment income." Spina also confirmed the maintenance of the quarterly distribution at $0.17 per share for Q1 2026, representing a 14.3% annualize...
Microbot Medical ( MBOT ) on Tuesday announced that it is not facing any business disruption from current geopolitical events in the Middle East, and the company and its lead manufacturing partner remain fully operational. The maker of the Liberty endovascular surgical robotic system is headquartered in Hingham, Massachusetts, but its research and development and other operations are primarily bas...
Microbot Medical ( MBOT ) on Tuesday announced that it is not facing any business disruption from current geopolitical events in the Middle East, and the company and its lead manufacturing partner remain fully operational. The maker of the Liberty endovascular surgical robotic system is headquartered in Hingham, Massachusetts, but its research and development and other operations are primarily based in Israel. The company disclosed that it has enough inventory in the U.S. to support its current customer base, following the limited market release of the Liberty system in late 2025. Microbot ( MBOT ) added that it is working with its U.S.-based third-party logistics partner to boost inventory in preparation for anticipated demand ahead of the planned full market release of the Liberty system in April. More on Microbot Medical Microbot Medical: High-Risk High-Return Stock, Still Hard To Value Seeking Alpha’s Quant Rating on Microbot Medical Historical earnings data for Microbot Medical Financial information for Microbot Medical
(RTTNews) - Stocks moved sharply lower at the start of trading on Tuesday and have seen further downside over the course of the session. The steep drop comes after the major averages recovered from an initial sell-off on Monday to end the day mixed. Currently, the major averages are off their lows of the session but still substantially negative. The Dow is down 1,099.64 points or 2.3 percent at 47...
(RTTNews) - Stocks moved sharply lower at the start of trading on Tuesday and have seen further downside over the course of the session. The steep drop comes after the major averages recovered from an initial sell-off on Monday to end the day mixed. Currently, the major averages are off their lows of the session but still substantially negative. The Dow is down 1,099.64 points or 2.3 percent at 47,805.14, the Nasdaq is down 540.33 points or 2.4 percent at 22,208.53 and the S&P 500 is down 148.75 points or 2.2 percent at 6,732.87. The nosedive on Wall Street comes amid concerns about the fallout from the ongoing conflict in the Middle East. As the conflict entered its fourth day, U.S. President Donald Trump suggested the war may last four to five weeks but could "go far longer than that." Secretary of Defense Pete Hegseth also offered few details about the duration of the operation against Iran but claimed it will not be "endless," framing the conflict as a "generational" chance to reshape the Middle East. The price of crude oil has continued to spike in response to the conflict, leading to worries the jump in prices will lead to higher inflation. The extended surge in oil prices comes amid news Iran has closed the Strait of Hormuz in retaliation for the U.S. and Israeli attacks and threatened to fire on any ship trying to pass through the vital waterway. "The longer oil and natural gas prices remain elevated, the greater the risk of a meaningful impact on inflation which could mean higher interest rates, an event that's typically negative for equity markets," said Dan Coatsworth, head of markets at AJ Bell. Sector News Gold stocks have moved sharply lower on the day, resulting in an 8.8 percent nosedive by the NYSE Arca Gold Bugs Index. The index is pulling back further off the record closing high set last Friday. The sell-off by gold stocks comes amid a substantial pullback by the price of the precious metal, with gold for April delivery plummeting $224.90 or 4.2 p...