Rosenblatt says Middle East conflict boosts Palantir’s government pipeline, gives it an edge over rivals CNBC

Waratah Capital Advisors Ltd. Has $2.09 Million Stock Position in Meta Platforms, Inc. $META MarketBeat

Tableaux LLC reduced its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 88.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,208 shares of the social networking company's stock after selling 8,817 shares during the period. Tableaux LLC's holdings in Meta Platforms were worth $887,000 as of its most recent filing with the Securities & Exchange Commission. Several other institutional investors also recently bought and sold shares of META. Norges Bank purchased a new position in shares of Meta Platforms in the 2nd quarter valued at about $23,155,393,000. Laurel Wealth Advisors LLC increased its position in Meta Platforms by 73,443.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company's stock valued at $6,212,506,000 after acquiring an additional 8,405,558 shares during the period. State Street Corp lifted its position in Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock worth $64,158,971,000 after acquiring an additional 1,650,435 shares during the period. Vanguard Group Inc. raised its stake in shares of Meta Platforms by 0.8% during the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock worth $142,149,566,000 after purchasing an additional 1,532,568 shares during the last quarter. Finally, Concentrum Wealth Management grew its position in Meta Platforms by 948.7% in the 3rd quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company's stock valued at $913,000 after buying an additional 1,124,998 shares during the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds. Get Meta Platforms alerts: Sign Up Analyst Ratings Changes A number of equities research analysts have commented on META shares. Ever...

Thoroughbred Financial Services LLC raised its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 7.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 24,865 shares of the social networking company's stock after purchasing an additional 1,690 shares during the period. Meta Platforms accounts for approximately 1.1% of Thoroughbred Financial Services LLC's investment portfolio, making the stock its 17th biggest position. Thoroughbred Financial Services LLC's holdings in Meta Platforms were worth $18,260,000 as of its most recent SEC filing. Several other hedge funds have also recently bought and sold shares of META. Westchester Capital Management Inc. acquired a new stake in shares of Meta Platforms during the third quarter worth $26,000. Bare Financial Services Inc bought a new stake in Meta Platforms in the 2nd quarter valued at about $30,000. Briaud Financial Planning Inc acquired a new position in shares of Meta Platforms during the 2nd quarter worth approximately $42,000. Knuff & Co LLC bought a new position in shares of Meta Platforms during the second quarter worth approximately $44,000. Finally, WFA Asset Management Corp raised its position in shares of Meta Platforms by 42.6% in the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company's stock valued at $49,000 after buying an additional 20 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds. Get Meta Platforms alerts: Sign Up Insider Activity In other Meta Platforms news, COO Javier Olivan sold 926 shares of the stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $652.68, for a total transaction of $604,381.68. Following the transaction, the chief operating officer directly owned 17,039 shares in the company, valued at approximately $11,121,014.52. This r...

TD Asset Management Inc cut its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 3.9% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,486,277 shares of the social networking company's stock after selling 143,242 shares during the quarter. Meta Platforms accounts for 2.1% of TD Asset Management Inc's portfolio, making the stock its 6th largest position. TD Asset Management Inc owned about 0.14% of Meta Platforms worth $2,560,252,000 as of its most recent filing with the Securities and Exchange Commission. Several other hedge funds have also recently bought and sold shares of META. Vanguard Group Inc. increased its stake in Meta Platforms by 0.8% in the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock valued at $142,149,566,000 after buying an additional 1,532,568 shares during the period. State Street Corp boosted its position in Meta Platforms by 1.9% during the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock valued at $64,158,971,000 after purchasing an additional 1,650,435 shares during the last quarter. Geode Capital Management LLC grew its stake in Meta Platforms by 1.3% in the second quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company's stock valued at $37,902,948,000 after purchasing an additional 682,768 shares in the last quarter. Norges Bank acquired a new position in Meta Platforms in the 2nd quarter worth about $23,155,393,000. Finally, Charles Schwab Investment Management Inc. raised its stake in shares of Meta Platforms by 1.8% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company's stock worth $10,694,644,000 after purchasing an additional 262,550 shares in the last quarter. 79.91% of the stock is owned by hedge fu...

America’s attack supports the case for U.S. assets. It’s also bullish for Iran.

The US embassy in Jerusalem said on Monday that it "is not in a position at this time to evacuate or directly assist Americans in departing Israel", adding that it would be closed on Tuesday.

NVIDIA (NVDA) and Coherent Corp. (COHR) announced a multiyear strategic agreement to advance the frontier of advanced optics technologies, including manufacturing capacity and research and development, to enable next-generation AI infrastructure. The nonexclusive agreement includes an NVIDIA multibillion-dollar purchase commitment and future access and capacity rights for advanced laser and optical networking products. In addition, NVIDIA is investing $2B in Coherent to support research and development, future capacity and operations as Coherent builds out its U.S.-based manufacturing capabilities. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on NVDA: Disclaimer & DisclosureReport an Issue

She said: "I signed up for the government email and the only email I've had is 'thank you for signing up for this'. I've had no updates from the government on what is going on.

格隆汇3月3日｜国内SC原油期货主力合约涨12.52%，报632元/桶；燃油期货主力合约涨12.02%，报3821元/吨。

Scott Olson/Getty Images News Target ( TGT ) is getting a lift into Tuesday’s open as the retailer gave an upbeat outlook for the year which helped offset lackluster spending trends in some of its largest categories. Increased advertising revenue and modest sales gains in beauty and food & beverages helped offset declining sales in most of its major categories, including home furnishings & décor and household essentials, resulting in a 1.5% drop in net sales to an as-expected $30.45B. Comparable sales were less than expected, down 2.5% versus -2.4% estimates, with transactions down 2.9%, while ticket and digital comparable sales were up 0.4% and 1.9%, respectively. Target’s ( TGT ) bottom-line improved, however, as the company experienced less shrink, lower supply chain and fulfillment costs, and gains in higher margin revenue sources such as advertising. Despite a modest decline in sales, the company earned an increased adjusted profit of $2.44 per share, up three cents from a year ago and $0.28 better than anticipated. Under the direction of its new CEO, Michael Fiddelke, Target ( TGT ) expects net sales to grow ~2% in FY26, reflecting a small increase in comparable sales, with new stores and non-merchandise sales contributing more than one percentage point of growth. This exceeds estimates of 1.8% sales growth. Additionally, the company is expected to grow sales in every quarter of 2026. Earnings are seen between $7.50 and $8.50 per share, with a midpoint of $8.00 that exceeds the $7.63 forecast. For Q1, Target ( TGT ) expects its adjusted EPS to be flat to up slightly from $1.30 in the same quarter last year, with growth expected throughout the remainder of the year. “Target saw a healthy, positive sales increase in February, serving as an important milestone on our path back to growth this year and reinforcing my confidence in the momentum we're building and the future we're creating together,” CEO Michael Fiddelke said. More on Target Target: I'm Waiting For Q...

The US-Israeli war on Iran has been condemned as illegal across much of the global south, with China saying it was unacceptable to “blatantly kill the leader of a sovereign state”. Many countries objected that negotiations between the US and Iran over its nuclear programme and missile capability were not given a chance to succeed before Washington and Israel began bombing, and analysts often saw the war in terms of a colonial-style exercise of might. Pakistan’s prime minister, Shehbaz Sharif, offered condolences over the killing of the Iranian supreme leader, Ayatollah Ali Khamenei, saying that international law prohibited the targeting of heads of state. South Africa’s president, Cyril Ramaphosa, questioned the “pre-emptive” justification provided for the war, saying that self-defence was only permitted in response to an armed invasion and that “there can be no military solution to fundamentally political problems”. Brazil said that it had grave concerns, adding that “the attacks occurred amid a negotiation process between the parties, which is the only viable path to peace”. Turkey’s president, Recep Tayyip Erdoğan, deplored the attacks, which he said were “instigated” by the Israeli prime minister, Benjamin Netanyahu. Oman’s foreign minister, Badr Albusaidi, who had said on the eve of the attack that a deal was within reach, said: “I urge the US not to get sucked in further. This is not your war.” Oman downed two drones, while another crashed near its Salalah port on Tuesday, state media said. Cuba, whose regime is under substantial pressure from Donald Trump, said: “Once again, the US and Israel threaten and seriously endanger regional and international peace, stability, and security.” Malaysia, condemning the attack, said that “disputes must be resolved through dialogue and diplomacy”. Indonesia, one of the few countries to announce troops for Trump’s Board of Peace’s planned new international security force for Gaza, said it “deeply regrets” the failure of the...

Advanced Micro Devices Inc. (NASDAQ:AMD) is fortifying its domestic footprint and market sentiment despite broader sector volatility. This week, the company's momentum score climbed from 88.93 to 90.84, placing it within the top 10% of the market as it secures critical infrastructure and product milestones. Strategic Validation And Elite Rankings While the stock faces short-term bearish pressure—down 7.26% YTD—its underlying fundamentals remain robust. AMD currently boasts an exceptional quality score of 93.86, a metric that evaluates operational efficiency and financial health relative to peers. Benzinga’s Edge Stock Rankings indicate that AMD maintains a weak price trend over the short and medium terms but a strong trend in the long term. Expanding Domestic AI Capacity Beyond the data center, AMD recently “unleashed” the Ryzen AI 400 Series, the world's first desktop processors designed for Copilot+ experiences. AMD Slides In 2026 Shares of AMD have fallen by 7.26% year-to-date, while the Nasdaq 100 index has declined by 0.85% in the same period. The stock was 22.36% higher over the last six months and 98.90% over the year. On Tuesday, the stock was 3.48% lower in premarket. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

格隆汇3月3日｜据央视，当地时间3月3日，欧盟负责防务的高级官员安德留斯·库比柳斯本周抨击了未来作战空中系统（FCAS）国防项目。他指出，目前泛欧国防项目中没有任何成功案例。该项目是德国、法国和西班牙联合研制的战斗机项目，曾被视为欧洲合作的典范，但目前由于巴黎和柏林之间持续不断的争端，该项目正处于崩溃的边缘。2日晚上，安德留斯在布鲁塞尔的一次活动上发表讲话时指出，欧盟在发展泛欧或至少是区域性国防项目方面没有成功案例。未来作战空中系统（FCAS）是这种失败的最新一个例子。

文章提及标的 原油主力合约 -- 上期所原油主力合约暴涨12%，报632.7元/桶。 伊以冲突再起 一图深挖原油产业链背后赚钱机会>>>

MiTAC Computing Technology Corp. / Key word(s): Product Launch Akash Systems Announces World’s First Diamond Cooled AI Servers with AMD Instinct™ MI350X GPUs and MiTAC Computing 03.03.2026 / 14:05 CET/CEST The issuer is solely responsible for the content of this announcement. Breakthrough Diamond Cooling® technology creates the most energy and capital-efficient AI servers in the world Akash’s Diamond Cooling® solution is a new innovation in cooling technology that is additive to existing air and liquid cooling technologies Patented technology provides up to $1 million in incremental value per server $300 million received for initial launch order Provides throttle-free performance, up to 10°C (18°F) GPU temperature reduction, up to 100% less power to cooling, up to 22% additional FLOPs/Watt in standard ambient data center temperatures (~75°F), and up to 15% token throughput improvement in high ambient data center temperatures (~120°F) Company backed by Khosla Ventures and Founders Fund SAN FRANCISCO, March 3, 2026 /PRNewswire/ — Akash Systems, Inc., the pioneer in Diamond Cooling® technology, today announced the launch and availability of the first Diamond Cooled AI servers powered by AMD Instinct™ MI350X GPUs and manufactured by MiTAC Computing (3706.TW). This marks the first AMD Instinct™ GPU commercial deployment of Diamond Cooling® in AI data centers. Akash plans to release Diamond Cooling® solutions for additional AMD Instinct™ GPU systems this year, including the AMD Instinct MI355X GPU and future AMD Instinct GPUs. Diamond has the highest thermal conductivity of any known material, removing heat 5x faster than copper, the industry standard material for heat management. As a new innovation in cooling technology, Akash’s Diamond Cooling® solution is additive and complementary to existing air and liquid cooling technologies. This technology is established in outer space, where it is currently operating in active satellite systems. With a breakthrough temperature ...

Oil shock could strain emerging markets beyond inflation, analysts say Reuters

Best Buy (BBY) came out with quarterly earnings of $2.61 per share, beating the Zacks Consensus Estimate of $2.48 per share. This compares to earnings of $2.58 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +5.14%. A quarter ago, it was expected that this consumer electronics retailer would post earnings of $1.31 per share when it actually produced earnings of $1.4, delivering a surprise of +6.87%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Best Buy, which belongs to the Zacks Retail - Consumer Electronics industry, posted revenues of $13.81 billion for the quarter ended January 2026, missing the Zacks Consensus Estimate by 0.67%. This compares to year-ago revenues of $13.95 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Best Buy shares have lost about 8% since the beginning of the year versus the S&P 500's gain of 0.5%. What's Next for Best Buy? While Best Buy has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions...

Viking Holdings (VIK) came out with quarterly earnings of $0.67 per share, beating the Zacks Consensus Estimate of $0.54 per share. This compares to earnings of $0.45 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +24.07%. A quarter ago, it was expected that this cruise operator would post earnings of $1.19 per share when it actually produced earnings of $1.2, delivering a surprise of +0.84%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Viking, which belongs to the Zacks Leisure and Recreation Services industry, posted revenues of $1.72 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 5.85%. This compares to year-ago revenues of $1.35 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Viking shares have added about 3.7% since the beginning of the year versus the S&P 500's gain of 0.5%. What's Next for Viking? While Viking has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead o...

Markets expect a “Venezuela II” scenario in which the bad guy falls, order returns and oil drifts lower.

Techa Tungateja/iStock via Getty Images If this is World War 3, the world wants dollars. The greenback ( DXY ) is broadly higher, but hardly anything else is. Other safe havens, like gold, the Swiss franc, and US Treasuries, are lower. Equity markets have been sold off, and the rally in oil is taking a toll on bond markets. The Middle East war is the only fundamental that matters now. And the fog of war makes it particularly difficult to get any meaningful perspective at the moment. With the decapitation strike, it is difficult to envision an off-ramp or a near-term de-escalation. Uncertainty runs high. High-frequency economic data means little. Sticking to one’s disciplined risk management may be the best advice under these conditions. Prices G10 • The euro was sold to almost $1.1670 in North America yesterday. It roughly corresponds to the low from January 22 and the 200-day moving average, which the euro has not settled below in a year. It held below $1.1710 in early Asia today before it took another leg down to almost $1.1580. Options for 1.8 bln euros at $1.1575 expire today. • The dollar rose to JPY157.75 yesterday in North America, arguably helped by the nearly 12 bp jump in US 10-year Treasury yields. The greenback tested the high recorded last month. It has edged up to nearly JPY158 today. There is a band of congestion that extends from around JPY158 to the January high near JPY159.45. The fear of intervention has waned. • Last Thursday, sterling recorded a bearish outside down day. It traded on both sides of the previous day’s range and settled below its low. Sterling consolidated ahead of the weekend and was sold aggressively yesterday. It reached about $1.3315 in late Asia-Pacific activity. The recovery stalled near $1.3425 in Europe, and it was re-tested in the North American morning. It has taken another leg down to almost $1.3265 today. The $1.3200 area corresponds to about a (38.2%) retracement of the rally from the January 2025 low (~$1.21). The low...

Amazon.com AMZN made a significant move to deepen its AI footprint recently, announcing a multi-year strategic partnership with OpenAI alongside a commitment to invest up to $50 billion in the ChatGPT-maker. The initial tranche of $15 billion will be followed by an additional $35 billion contingent on certain conditions being met. The announcement comes just weeks after Amazon reported its fourth-quarter 2025 results, positioning the deal as a direct extension of the company's AI-first strategy. The partnership is structured around several interconnected pillars. Amazon Web Services (“AWS”) and OpenAI will co-create a Stateful Runtime Environment powered by OpenAI models, available on Amazon Bedrock, and AWS will serve as the exclusive third-party cloud distribution provider for OpenAI Frontier, the latter's enterprise agent platform. Additionally, OpenAI will consume 2 gigawatts of Trainium capacity through AWS infrastructure and will expand its existing compute agreement with AWS by $100 billion over the next eight years. The companies also plan to develop customized models for Amazon's consumer-facing applications. The timing is strategically significant. In the fourth quarter of 2025, AWS revenues grew 24% year over year to $35.6 billion — the fastest growth rate in 13 quarters — with an annualized run rate of $142 billion and an AWS backlog of $244 billion, up 40% year over year. Yet the deal introduces risk alongside opportunity. Amazon has guided for approximately $200 billion in capital expenditures in 2026, and the OpenAI investment adds to an already elevated capital commitment. The $35 billion portion of the investment remains contingent, and the underlying joint collaboration agreement has not been made public, leaving key termination terms undisclosed. Free cash flow fell sharply to $11.2 billion on a trailing 12-month basis despite a 20% rise in operating cash flow, underscoring the tension between long-term AI positioning and near-term financial flexi...

Amazon.com AMZN made a significant move to deepen its AI footprint recently, announcing a multi-year strategic partnership with OpenAI alongside a commitment to invest up to $50 billion in the ChatGPT-maker. The initial tranche of $15 billion will be followed by an additional $35 billion contingent on certain conditions being met. The announcement comes just weeks after Amazon reported its fourth-quarter 2025 results, positioning the deal as a direct extension of the company's AI-first strategy. The partnership is structured around several interconnected pillars. Amazon Web Services (“AWS”) and OpenAI will co-create a Stateful Runtime Environment powered by OpenAI models, available on Amazon Bedrock, and AWS will serve as the exclusive third-party cloud distribution provider for OpenAI Frontier, the latter's enterprise agent platform. Additionally, OpenAI will consume 2 gigawatts of Trainium capacity through AWS infrastructure and will expand its existing compute agreement with AWS by $100 billion over the next eight years. The companies also plan to develop customized models for Amazon's consumer-facing applications. The timing is strategically significant. In the fourth quarter of 2025, AWS revenues grew 24% year over year to $35.6 billion — the fastest growth rate in 13 quarters — with an annualized run rate of $142 billion and an AWS backlog of $244 billion, up 40% year over year. Yet the deal introduces risk alongside opportunity. Amazon has guided for approximately $200 billion in capital expenditures in 2026, and the OpenAI investment adds to an already elevated capital commitment. The $35 billion portion of the investment remains contingent, and the underlying joint collaboration agreement has not been made public, leaving key termination terms undisclosed. Free cash flow fell sharply to $11.2 billion on a trailing 12-month basis despite a 20% rise in operating cash flow, underscoring the tension between long-term AI positioning and near-term financial flexi...

This article first appeared on GuruFocus. Nvidia (NVDA, Financials) was reinstated as Morgan Stanley's top semiconductor pick, replacing Micron (MU, Financials) in the firm's rankings. Morgan Stanley analyst Joseph Moore maintained an Overweight rating and a $260 price target on Nvidia, citing confidence in the company's AI roadmap and ecosystem strategy ahead of its GTC conference scheduled for March 16 to 19. Moore said investor debate has centered on whether memory stocks offer better upside than AI processor makers, but he sees comparable strength in both segments. He added that potential easing of supply constraints across components such as DRAM and storage could benefit Nvidia in coming quarters. Despite some concerns about competition, Moore said industry checks suggest major customers are expected to significantly increase Nvidia-related spending in 2026. Investors will focus on updates from GTC for clarity on product timelines and demand trends across the AI hardware market.

Iraq has halted oil exports from its semi-autonomous Kurdistan region to the port of Ceyhan in Turkey, according to people with direct knowledge of the situation. About 200,000 barrels a day of oil shipments have been shut in after producers reduced output as a precautionary measure amid the widening conflict in the Middle East, the people said, asking not to be identified as the information isn’t public. Only 50,000 barrels a day are being produced for local consumption, they said. Energy infrastructure in Iraq’s northern Kurdistan region has been repeatedly targeted during previous unrest.

格隆汇3月3日｜海南省人民政府与百度于日前在海口签署深化战略合作协议，省长刘小明与百度创始人李彦宏见证签约。此次合作核心聚焦于利用海南自贸港政策优势，探索智能网联汽车数据跨境有序流动机制及产业生态建设。