AMD Stock Slips Despite the Reveal of New Ryzen AI 400 Desktop Chips TipRanks

Many early-stage crowdfunders left empty-handed as Tilray acquires beer company’s UK and Irish assets Business live – latest updates The UK and Irish assets of BrewDog, the Scottish self-styled “punk” brewer, have been sold to US cannabis and drinks firm Tilray for £33m, in a deal that will cost nearly 500 jobs and leave legions of the company’s early-stage crowdfunders empty-handed. Tilray agreed a deal to buy BrewDog’s brand, intellectual property, UK brewing operations and 11 “strategic” bars in the UK and Ireland, the two companies confirmed, preserving 733 jobs. The remaining 38 bars will close immediately, at a cost of 484 jobs. Continue reading...

Earnings Call Insights: Turning Point Brands (TPB) Q4 2025 Management View Graham Purdy, CEO, expressed satisfaction with year-end results and highlighted accelerating momentum into 2026, stating “Revenue increased 29% to $121 million for the fourth quarter, including $41.3 million in Modern Oral net revenue. Adjusted EBITDA increased 14% to $30 million for the quarter.” He announced “2026 Modern Oral gross revenue guidance at a range of $220 million to $240 million in Modern Oral net revenue at a range of $180 million to $190 million.” Purdy emphasized significant investments to drive growth in white pouch brands, detailing plans to reallocate sales and marketing resources, increase sales force head count, enhance online presence, ramp investment in chain accounts, expand internationally, and build out U.S. manufacturing. He noted, “We have made and will continue to make significant investments in the business and refine our route-to-market strategy to prioritize FRE and ALP while continuing to generate strong cash flow from our heritage brands.” Summer Frein, Chief Revenue Officer, discussed progress of go-to-market initiatives, saying, “We remain committed to optimizing our approach to expand distribution, improving brand merchandising and ensuring adequate inventory conditions. We finished 2025 strong with our continued progress in large-scale chains and look forward to sharing further progress throughout 2026.” CFO Andrew Flynn highlighted, “Sales were up 29% year-over-year to $121 million for the quarter. Growth was driven primarily by Modern Oral, while we continue to invest in sales and marketing to support that expansion.” Outlook Management initiated 2026 Modern Oral gross sales guidance of $220 million to $240 million and net sales guidance of $180 million to $190 million. First quarter 2026 consolidated adjusted EBITDA is projected at $24 million to $27 million, reflecting increased sales and marketing investments to support white pouch launches. Purdy s...

【有線新聞】美國總統特朗普預期攻擊伊朗的行動持續四至五周，又形容目前是最佳時機施襲。 特朗普：「這是我們最後且最佳機會施襲，我們目前所做的事是剷除來自病態、兇險政權、無法忍受的威脅。」 特朗普又在白宮向三名美軍頒發榮譽勳章，期間談及伊朗局勢，他強調美國和以色列的目標明確，要摧毀伊朗海軍及製造導彈的能力等，確保伊朗無法擁有核武。他早前接受美媒專訪時不排除會派地面部隊到伊朗。 國務卿魯比奧則指美軍最強勁的攻勢仍未到來，華府目標並非推動政權更迭，期望伊朗人民可以推翻德黑蘭政權。

nuttapong Sea ( SE ) is scheduled to report a multi-fold jump in its fourth-quarter earnings to $0.81 per share. The company reports its results on March 3, before markets open. Wall Street analysts expect revenue to jump nearly 30% to $ 6.43B . Over the last 3 months, EPS estimates have seen no upward revisions and 2 downward moves . Revenue estimates have seen 1 upward revision and no downward moves. The company is projected to report e-commerce revenue of $4.91 billion, while Digital Financial Services is expected to reach $1.12 billion. Analysts expect the company’s e-commerce business, Shopee's growth rate to continue with the non-grocery market seen growing from $161 billion in 2025 to $300 billion in 2030, resulting in a CAGR of 13.3% for the next five years. Sea had delivered a mixed third quarter, following which analysts defended their positive view. Jefferies remained positive on the upside for Sea, reiterating its view that segment margins will improve on a full-year basis, even after accounting for continued investments in logistics, fulfillment, and user engagement. Further, Seeking Alpha analysts believe that the company could benefit from recent macro developments. “Macroeconomic shifts and rising geopolitical tensions could drive capital flows into non-US assets, like SE, enhancing its appeal as a regional growth leader,” SA analyst IWA Research said. Over the last 2 years, SE has beaten revenue estimates 88% of the time while earnings largely stayed within consensus. The company’s shares, however, have declined nearly 19% in the year so far compared to a flat S&P 500 index. More on Sea Sea Limited: Riding This Wave Higher; Bullish Opportunity Sea Limited's Pullback Is Creating A Rare Opportunity Sea: Market Fear Creates A Compelling Entry Point For An SEA Growth Giant Quant check on Eminence Capital's top Q4 holdings: AMZN, GTLB, AMD, LPX Sea Limited shares snapped six-session losing streak

The cost of hauling crude oil from the Middle East to China soared to the highest level on record, as war between the US and Iran disrupts shipping through the Strait of Hormuz. Earnings on the industry’s benchmark route climbed to $424,000 a day, according to data from the Baltic Exchange in London. Those fees are for the biggest oil-hauling ships that can carry two-million barrels of crude. The cost for booking a tanker from the US Gulf Coast to China also hit a record of more than $21 million for the whole voyage. Alongside a jump in oil prices, runaway freight is one of the most tangible market responses to a conflict that began on Saturday and culminated with the vital Strait of Hormuz chokepoint all-but closing to tanker traffic. Traders are now watching what comes next at the waterway, which handles about a fifth of the world’s oil and similar proportions of liquefied natural gas. Earlier in the day, South Korean firm Sinokor, a venture that took a dominant position on the global market for oil tankers was said to be asking for sky-high charter rates to deliver Middle Eastern crude. Its request at the time was the equivalent of about $20 a barrel to transport crude from the Middle East to China. The company on Monday indicated to shipbrokers that its going rate to haul Middle East oil to China — the benchmark route for VLCCs — is 700 industry standard Worldscale points, a more than threefold increase from Friday, according to people with knowledge of the matter, who asked not to be identified because the information isn’t public. The Baltic Exchange’s assessment on Monday was about 410 points. Worldscale is a pricing system allowing shipowners to calculate vessel earnings and oil companies to estimate their costs when negotiating rates. The Baltic Exchange earlier said it was consulting panelists who help it to determine benchmark those rates about how to respond to the current situation in Hormuz. While some smaller tankers have been provisionally booked at ...

hxdbzxy/iStock via Getty Images Chip and software stocks were mixed on Monday amid U.S. and Israeli strikes on Iran and Tehran’s retaliation. The tech-focused Nasdaq Composite ( COMP:IND ) fell around 0.1%. At the same time, the benchmark S&P 500 ( SP500 ) dipped about 0.3%. The blue-chip Dow ( DJI ) had declined by 0.4%. Meanwhile, the iShares Expanded Tech-Software Sector ETF climbed about 1.3%. The ETF mainly holds large-cap U.S. software companies, including Microsoft ( MSFT ), Palantir Technologies ( PLTR ), Oracle ( ORCL ), and Salesforce ( CRM ), among others. Shares of Palantir surged about 6%, while Microsoft and Oracle each jumped nearly 2%. Salesforce dipped around 1%. Some other companies in the ETF: CrowdStrike ( CRWD ) and Intuit ( INTU ), each climbed about 3%, while ServiceNow ( NOW ) rose around 2%. Palo Alto Networks ( PANW ) grew nearly 1%. Adobe ( ADBE ) fell around 1%, while AppLovin ( APP ) was also in the red. Over the weekend, the U.S. and Israel carried out coordinated attacks on Iran that killed senior military and government leadership, including Supreme Leader Ayatollah Ali Khamenei, triggering an Iranian response. Britain, France, and Germany have said that they were prepared to work with the U.S. AI chipmaker Nvidia's ( NVDA ) stock jumped about 2% on Monday. Advanced Micro Devices ( AMD ) declined around 3%. Broadcom ( AVGO ) and Qualcomm ( QCOM ) each fell nearly 2%. Several other AI and networking-related stocks were also mixed. Coherent ( COHR ) and Lumentum ( LITE ), which announced partnerships and investments from Nvidia, soared about 12% and 6%, respectively, on Monday. Ciena ( CIEN ) rose around 1%. Meanwhile, Arista Networks ( ANET ) fell roughly 4%, while Cisco ( CSCO ) and Celestica ( CLS ) each dipped about 2%. Shares of GlobalFoundries ( GFS ) rose about 1%, while Arm ( ARM ) fell nearly 3%. Marvell Technology ( MRVL ), Taiwan Semiconductor Manufacturing ( TSM ), Intel ( INTC ), Micron Technology ( MU ), Analog Devices ( A...

波罗的海交易所称，由于中东冲突，油轮运费飙升至创纪录水平，基准油轮日收益达到42.4万美元。

格隆汇3月3日｜波罗的海交易所：由于中东冲突，油轮运费飙升至创纪录水平，基准油轮日收益达到42.4万美元。

过去一年，预测市场一直在吸引华尔街资金、争取华盛顿方面的合法性，其雄心勃勃的宣传口号是：允许人们对现实世界事件下注的市场，能比任何其他渠道产出更优质、更快速的信息。 本周末，随着美国和以色列对伊朗发动空袭、交易员争相获利，这场战争彻底暴露了这一模式在道德与法律层面潜藏的巨大风险。 该行业已吸引巨额资金与重量级支持者。由纽约证券交易所母公司 洲际交易所 （ICE）等投资的 Polymarket ，估值达 90 亿美元，在海外运营，基本不受美国监管约束。受美国商品期货交易委员会（CFTC）监管的 Kalshi 估值 110 亿美元，并已与 Tradeweb Markets 达成合作。两家平台去年合计交易额达数百亿美元。 两家平台均允许交易员对伊朗局势下注。周六阿亚图拉・ 阿里 ・哈梅内伊在袭击中身亡后，两家平台均遭到强烈抨击。 在 Polymarket 上，与美军袭击时间相关的合约交易额超过 5.29 亿美元，区块链分析师还发现新注册账户出现可疑下注行为。该平台关于 “哈梅内伊是否不再担任最高领袖” 的市场最终判定为 “是”。 Kalshi 则试图规避风险。其哈梅内伊相关合约交易额超 5000 万美元，设有特殊条款：若其身亡，仓位将按身亡前最后成交价结算，而非以二元胜负方式赔付。该平台称，不提供以死亡为结算条件的市场；而在美国受监管交易所，与战争、恐怖主义或暗杀相关的合约普遍被视为禁止上线。 这一条款很快迎来考验。周六大量资金涌入该市场，部分交易甚至在哈梅内伊死讯传出时仍在进行。Kalshi 当天上午在社交媒体置顶该合约并发布说明，随后暂停交易。当晚，其 CEO 在社交媒体承诺退还该市场全部手续费。最终，Kalshi 还赔付了用户的净亏损 —— 据知情人士透露，此举给公司带来约 220 万美元损失。 这一事件凸显出一个监管与合约设计都未能弥合的漏洞：如何允许人们对地缘政治事件下注，同时又不出现规则本应防范的伦理问题。 Kalshi 一位发言人表示：“我们的规则从一开始就很明确，从未更改，并按规则完成结算。我们退还所有手续费和净亏损，是因为我们认为用户体验本可以更清晰。” Polymarket 未立即回应置评请求。 此次风波将一个行业本想私下解决的争议公之于众。支持者认为，地缘政治合约具有真实信息价值 —— 一个交易员投入真金白银的流动性市场，能比传统情报分析或新闻报道产...

The new labels comply with regulations and allow creators to be more transparent with their followers.

In trading on Monday, shares of Herc Holdings Inc (Symbol: HRI) crossed below their 200 day moving average of $136.84, changing hands as low as $132.50 per share. Herc Holdings Inc shares are currently trading down about 2.1% on the day. The chart below shows the one year perf

波罗的海交易所数据显示，基准油轮收入达到42.4万美元/日。

格隆汇3月3日｜力拓集团与加拿大政府合作推进金属镓研发项目，力拓将从魁北克的氧化铝精炼工艺中提取镓。新工厂预计于2027年投产。加拿大政府批准向该项目拨款1895万加元。过渡到商业化规模的工厂可能会使力拓集团的年产量达到40吨。

2d illustrations and photos/iStock via Getty Images Nasdaq Composite ( COMP:IND ) turned green momentarily after opening deep in the red. The tech-heavy index reached +0.1%, aided by tech giants Strategy ( MSTR ), Palantir Technologies ( PLTR ), and CrowdStrike Holdings ( CRWD ), among other gainers. Although the Nasdaq ( COMP:IND ) continues to seesaw and it is hovering around the flat line, here are the rest of the companies lifting the index: Strategy ( MSTR ) +7.2% Palantir Technologies ( PLTR ) +6.2% Axon Enterprise ( AXON ) +4.1% Intuit ( INTU ) +2.8% CrowdStrike Holdings ( CRWD ) +2.9% Nvidia Corp. ( NVDA ) +2.5% Zscaler ( ZS ) +2.2% Thomson Reuters ( TRI ) +1.7% Microsoft ( MSFT ) +1.6% Verisk Analytics ( VRSK ) +1.4% More on NASDAQ Composite Index How I Diagnose S&P 500 With Junk Bond Rates Sector Rotation: Healthcare XLV Should Be The Next Stop These Flawed Arguments Can Be Especially Misguiding In 2026 U.S. stocks fall as Wall Street assesses U.S.-Israel-Iran conflict escalation Wall Street opens deeply in red as U.S.-Israel-Iran conflict escalates

Source: Bloomberg, 4:50

格隆汇3月3日｜SpaceX预计星舰将在2027年中期发射。

Sutad Watthanakul/iStock via Getty Images Qualcomm ( QCOM ) has entered into a strategic coalition with industry partners to help ensure that artificial intelligence native 6G commercial systems enter into service by 2029. The 6G networks being designed will focus on handling the high-compute workloads stemming from AI applications. "6G is more than the next step in wireless evolution," said Qualcomm CEO Cristiano Amon. "It is the foundation for an AI-native future that distributes intelligence across devices, the edge, and the cloud, and transforms network providers into AI-driven enterprises." "Having led multiple generations of global wireless innovation, Qualcomm brings deep expertise and capabilities to the development and commercialization of 6G," Amon added. "As with every wireless transition, success will depend on strong and dedicated partnerships, shared purpose and joint innovation. This group of industry leaders is making a united commitment to invest and innovate to deliver on a common 6G vision, with the rollout from 2029 onwards." The collaboration focuses on devices, networks and cloud infrastructure. Qualcomm plans to begin rolling out 6G devices and networks in 2028 for testing and readiness purposes. The initial rollout of global and interoperable commercial 6G systems is expected to span from 2029 and onwards. Qualcomm is working with a wide range of companies in this development, including Airtel, Amazon, Asus, BT Group, Cisco, Dell, e&, Ericsson, FPT Corporation, Fujitsu/1finity, Google, HP, HPE, HUMAIN, KDDI, KT, Lenovo, LG Electronics, LG Uplus, Meta, Microsoft, Motorola, NEC Corporation, Nokia, NTT DOCOMO, Reliance Jio, Samsung Electronics, Sharp, SK Telecom, Snap, Inc., Stellantis, Swisscom, Tejas Networks, Telstra, TIM Group, T-Mobile, Viettel Group, VNG, and YTL. "Meta and Qualcomm Technologies have worked together for years to advance the technologies that power the next generation of devices," said Andrew Bosworth, Chief Technology Offi...

(RTTNews) - Klaviyo Inc. (KVYO) Monday said its board has approved a share repurchase program authorizing the company to buy back up to $500 million of its Series A common stock.

格隆汇3月3日｜美国与以色列袭击伊朗后，汽油价格随之上涨，布伦特原油从每桶72.87美元飙升至82美元。目前全美汽油均价略低于每加仑3美元，未来几周可能升至3.10–3.15美元。主要风险在于霍尔木兹海峡航运受阻，这条关键石油运输通道承担着全球20%的石油运输量。尽管石油设施尚未直接遭袭，但任何封锁都可能进一步推高油价。批发价上涨通常会逐步传导至零售价，而汽油季节性调整与地缘政治紧张局势加剧了市场波动。OPEC+计划在4月增产，或有助于稳定市场。

Gasoline and diesel futures surged on the first day of trading after the US and Israel launched attacks on Iran, threating to blot out one of the biggest bright spots of President Donald Trump ’s energy agenda. Gasoline futures jumped as much as 9% Monday as the flow of tankers carrying crude and fuel through the Strait of Hormuz all but ceased. Average retail prices in the US hit $3 a gallon on Sunday, the highest in three months, according to the American Automobile Association. Trump frequently touts falling gasoline prices when talking about American energy dominance, claiming last week they were below $2.30 a gallon in most states even as the national average was $2.98. While it’s unclear how long it will last, the run up in prices threatens to pose a significant impediment for the president and his party as midterm elections loom later this year. “Americans have very staunch beliefs on how much they should pay for gasoline,” Patrick De Haan, GasBuddy’s head of petroleum analysis, said in an interview. “So it does become a political liability.” Global oil futures surged the most in four years Monday, rising as much as 14%. The price of crude accounts for about half of how much motorists pay at the pump. And when oil rises quickly, gasoline prices tend to follow suit. “It’s the rockets and feathers effect,” Christopher Knittel , a professor of energy economics at the Massachusetts Institute of Technology. “When things are going up — they go up fast.” One east coast chain raised prices by 15 cents a gallon over the weekend, a person familiar with the matter said speaking on the condition of anonymity. Diesel prices are jumping too, with futures up as much as 17%, and retail prices topping $3.75, to the highest in more than three months. Republicans have already been on the defensive over rising electricity bills in recent months. Yet gasoline prices, one of the most visible signs of inflation, are especially potent politically. Voters typically blame the White Ho...

当地时间3月2日，以色列军方表示，在对黎巴嫩南部的大规模空袭中，对黎巴嫩真主党70个军事目标进行了打击，在多个地区袭击了真主党武器库和导弹发射场。（央视新闻）

Now that Paramount Skydance has become the frontrunner to buy Warner Bros. Discovery , CEO David Ellison wants the two studios' streaming services to become one. During a call with investors on Monday, Paramount Skydance head David Ellison insisted that , if his deal to acquire the entirety of Warner Bros. Discovery for about $110 billion receives the necessary regulatory approvals, he plans to merge Paramount Plus and HBO Max . Ellison noted that combining the services together would give Paramount Skydance "a little over 200 million direct to consumer subscribers," but he insisted that the company would want the HBO brand to "operate with in … Read the full story at The Verge.

Image source: The Motley Fool. Monday, March 2, 2026 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

inarik/iStock via Getty Images Thesis Redwire Corporation ( RDW ) just reported some decent revenue growth in 2025. FY25 sales are up 10.3% to $335.4 million, and Q4 '25 up 56.4%. We can put this down to rising defense and space contract wins, which is nice to see. The company also managed to end the year with a record $411 million backlog and a 1.32 book-to-bill ratio. This is set to support their 2026 revenue outlook of $450 to $500 million. However, despite the strong numbers, the results were a bit mixed since the company also posted some hefty one-time charges and development-stage program costs. This led to a net loss of $226.6 million and compressed margins, which means future performance now depends on improving execution/profitability since quite a few programs are now moving into production. In my previous coverage , I felt the company was showing pretty good sales momentum going into these earnings. European revenue was growing, and they were showing some very innovative products. However, despite the innovations, we want to see them on track towards profitability. And I feel this transition into more defense production-related contracts should help. The company has split its revenue segments to reflect this. I see managment lookign for a few things in 2026, with the biggest being fewer development-heavy programs as a percentage of revenue. This should help margins a lot. They're also aiming for a cleaner cost base after 2025’s write-downs, which didn't help from a profitability viewpoint. Lastly, the backlog conversion in 2026 needs to be faster, especially in the Defence segment. FY25 results Redwire has just closed out 2025 with some pretty solid top-line momentum. However, they’re also seeing a continued profitability pressure with the whole narrative of reshaping themselves into a broader space-and-defense tech platform. FY25 revenue hit $335.4 million, up about 10.3% year over year, whilst Q4 '25 revenue jumped 56.4% to a hefty $108.8 million. So th...

Holding, wrestling, battling - call it what you will. Corner kicks in the Premier League are becoming dominated by it. Can anything be done?

First American Financial ( FAF ) was upgraded at Stephens to Overweight from Equal-Weight on improving margin trajectory. Price target was raised to $81.00 from $70.00. Shares were +0.61% to $70.54 during Monday late-morning trading. "First American's 4Q25 results reinforce our view that the company is navigating a still-muted housing backdrop with improving profitability and solid commercial execution," said analyst Oscar Nieves. "Title margins expanded meaningfully in 2025 despite existing home sales remaining well below normalized levels, reflecting both favorable mix and improved operating discipline," added Nieves. "Management expects commercial revenue to exceed its prior 2022 peak in 2026, while residential activity is likely to improve gradually as affordability conditions stabilize," noted the analyst in the research note. FAF trades below its 10-year average despite strengthening earnings power, the research note said. "In our view, the current multiple does not fully reflect the durability of the company's margin profile and its positioning into a recovering housing cycle," said Nieves. The rating aligns with the average sell-side analysts and Seeking Alpha authors rating of Buy. Meanwhile, the Quant Rating system grades FAF as a Strong Buy. More on First American Financial First American Financial: Lower Rates Are A Benefit First American Financial Corporation (FAF) Q4 2025 Earnings Call Transcript First American: Improving Fundamentals At A Compelling Valuation First American projects record commercial revenue for 2026 as AI rollout accelerates First American Financial Non-GAAP EPS of $1.99 beats by $0.56, revenue of $2.05B beats by $250M

Key PointsGates Capital exited Lamb Weston in the fourth quarter, selling off 1,096,923 shares.

It might be a good idea for every long-term investor to at least consider getting AI exposure in their portfolios.

Michael Vi/iStock Editorial via Getty Images In today’s stock market, value-oriented investors now have an abundance of choice when it comes to heavily sold-off, cheap stocks. To me, this isn’t a time for passive index investing: we need to be careful to load up on high-quality names that trade at a great price. Yelp ( YELP ), the food and services review website, has been steadily losing both market value as well as website visitors. Shares of Yelp have declined more than 30% over the past year, and an underwhelming recent Q4 earnings print did little to lift the mood in this name. The question for investors now is: has Yelp reached its trough, or do declining fundamentals justify its fall? Data by YCharts I last wrote a sell rating on Yelp in December, when the stock was trading at $31 per share. Since then, Yelp has lost ~30% of its value. While I had been hopeful that the stronger value angle would help to offset weaker fundamentals, I’m increasingly nervous about Yelp’s sharp reduction in ad clicks. I’m reiterating my sell rating on this stock. Slowing organic growth highlighted by M&A push For most of the past two years, Yelp has increasingly straddled two core businesses. The company is perhaps best known for its restaurant reviews. But in recent years, as restaurant traffic has declined and Yelp's own website has lost viewership power, the company has increasingly turned to its home services business to drive growth. The company is planning on doubling down on home services in 2026. While Yelp's desire to diversify its business is admirable, it's unclear if the company actually has the organic know-how to achieve its vision. As its growth slows, Yelp is increasingly turning to M&A to solve its issues. The company just spent $270 million in cash (plus an additional $30 million in employee retention awards) to acquire Hatch, a lead-management platform for services business. This represents a sharp 12x ARR multiple against the company's ~$25 million of ARR. In ...