In this video, I will cover UiPath and Rubrik's earnings report. I will also talk about Nu Holdings (NYSE: NU), Sea Limited, and Dlocal, and why I believe these are cheap stocks to buy right now. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of March. 13, 2026. The video was published on March. 13, 20...
In this video, I will cover UiPath and Rubrik's earnings report. I will also talk about Nu Holdings (NYSE: NU), Sea Limited, and Dlocal, and why I believe these are cheap stocks to buy right now. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of March. 13, 2026. The video was published on March. 13, 2026. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Should you buy stock in Nu Holdings right now? Before you buy stock in Nu Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nu Holdings wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $495,179!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,058,743!* Now, it’s worth noting Stock Advisor’s total average return is 898% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 23, 2026. Neil Rozenbaum has positions in DLocal, Nu Holdings, and Rubrik. The Motley Fool has positions in and recommends Nu Holdings, Rubrik, Sea Limited, and UiPath. The Motley Fool recommends DLocal and recommends the following options: long January 2027 $7 calls on DLocal and short January 2027 $10 calls on DLocal. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be...
Tesla, Inc. (ISIN: US88160R1014) shares fell to around $364 on Nasdaq amid investor concerns over the $25 billion Terafab AI chip factory announcement, highlighting risks for DACH investors tracking EV and tech exposure. Why the market is selling the news now. Tesla, Inc. stock tumbled this week following the March 21 launch of Terafab, Elon Musk's ambitious $25 billion AI chip factory in Austin. ...
Tesla, Inc. (ISIN: US88160R1014) shares fell to around $364 on Nasdaq amid investor concerns over the $25 billion Terafab AI chip factory announcement, highlighting risks for DACH investors tracking EV and tech exposure. Why the market is selling the news now. Tesla, Inc. stock tumbled this week following the March 21 launch of Terafab, Elon Musk's ambitious $25 billion AI chip factory in Austin. Shares traded around $364 on Nasdaq, down 17% from March highs above $440. Investors fear massive capital spending and dilution risks, even as the project aims for 1 terawatt AI compute power. For DACH investors, this underscores Tesla's pivot from autos to AI, with implications for European supply chains and energy costs. As of: 23.03.2026 By Dr. Elena Voss, Senior Automotive and AI Markets Analyst: Tesla's Terafab move signals a high-stakes bet on compute dominance, but capex overload tests shareholder patience in a hawkish macro environment. Terafab Launch Triggers Sell-Off The Terafab announcement on March 21 sparked immediate selling in Tesla stock. Despite hype around the factory's potential to produce cutting-edge AI chips, shares dropped for three straight days on Nasdaq. Traders cited a classic 'sell the news' reaction, with the stock hitting $361.80 intraday low. Tesla plans phased construction toward 1 terawatt capacity, rivaling hyperscalers. Yet markets focused on costs: $25 billion over years, atop $20 billion 2026 capex guidance. This pushes total spending toward $50 billion in bull cases, per analysts. Volume surged past 148 million shares, signaling conviction in the downside. All major moving averages now sit above price, confirming a steep downtrend unseen since 2024. Capital Intensity Weighs Heavy Tesla's balance sheet shows cash exceeding debt, with a current ratio of 2.16 and debt-to-equity at 0.18. Still, Terafab raises dilution fears. The 10-K warns of potential capital raises or alternative financing. Barclays reiterated Equalweight at $360, noting ...
A statue of Christopher Columbus has been installed in the grounds of the White House in the latest attempt by Donald Trump to position the controversial explorer as a foundational hero of the US. The president had the 13ft statue, which weighs one ton, placed outside the Eisenhower Executive Office Building, on Pennsylvania Avenue. It is a replica of a monument to Columbus that was torn down and ...
A statue of Christopher Columbus has been installed in the grounds of the White House in the latest attempt by Donald Trump to position the controversial explorer as a foundational hero of the US. The president had the 13ft statue, which weighs one ton, placed outside the Eisenhower Executive Office Building, on Pennsylvania Avenue. It is a replica of a monument to Columbus that was torn down and tossed into Baltimore’s inner harbor by protesters in the city amid widespread anti-racism protests in 2020. The new statue was built in 2022 with shattered pieces of the original monument that were retrieved from the harbor. The pedestal of the statue is inscribed: “Destroyed July 4, 2020 … Resurrected 2022 ... Rededicated by President Donald J. Trump, October 13, 2025.” Trump wrote in a letter to Basil Russo, leader of the Conference of Presidents of Major Italian American Organizations, which owns the statue and loaned it to the federal government, that Columbus “was the original American hero and one of the most gallant and visionary men to ever walk the face of the Earth”. The president added that he was “truly honored that this magnificent statue will now sit on the grounds of the White House”. The White House added on a post on X that Columbus was a “hero” and that Trump would ensure he was “honored as such for generations to come”. Columbus has long been hailed as the discoverer of America, even though he never set foot on the continental United States, coming closest by arriving in what is now the Bahamas. But Columbus is also a controversial historical figure due to his role as a slave trader and the subjugation and killing of Indigenous people in the Caribbean, where he made several voyages between 1492 and 1504. Honors bestowed upon him have come under scrutiny in recent years, with some jurisdictions in the US replacing Columbus Day with recognition of Indigenous Peoples Day. In his Columbus Day proclamation in 2021, Joe Biden, then president, said that the hol...
HubSpot, Inc. HUBS is increasingly focusing on artificial intelligence (AI) to evolve from a traditional Customer Relationship Management (CRM) platform into an AI-powered growth engine. As AI reshapes how businesses market, sell and support customers, HubSpot is embedding AI across its ecosystem to drive efficiency, insights and automation. HubSpot's AI, including AI assistance, AI agents, AI ins...
HubSpot, Inc. HUBS is increasingly focusing on artificial intelligence (AI) to evolve from a traditional Customer Relationship Management (CRM) platform into an AI-powered growth engine. As AI reshapes how businesses market, sell and support customers, HubSpot is embedding AI across its ecosystem to drive efficiency, insights and automation. HubSpot's AI, including AI assistance, AI agents, AI insights and ChatSpot, is delivering greater value to customers. The company has integrated HubSpot AI across its entire product suites and customer platform, enabling users to leverage AI features at no additional cost. Pricing optimization and the transition to a seat pricing model are expected to drive customer growth. The seat pricing model lowers the barrier for customers to get started with HubSpot and mitigates pricing friction for upgrades. The model aims to encourage more clients to adopt HubSpot services and increase their use over time. It is expected to lead to healthier customer cohorts and contribute positively to the company's growth over time. By integrating AI directly into workflows, the platform helps users create content faster, prioritize leads and improve customer engagement. Its unified data ecosystem gives it a competitive edge, enabling more effective AI compared to fragmented systems. HubSpot’s AI integration strengthens its long-term growth potential, reinforcing its position as a scalable SaaS compounder. Other Tech Firms Focusing on AI Amazon.com, Inc.’s AMZN expansion of its Bedrock platform has positioned it as a frontrunner in the enterprise AI race. Amazon Bedrock has emerged as a game-changing, fully managed service that offers enterprises seamless access to high-performing foundation models from leading AI companies. The platform's recent developments, including automated reasoning checks and multi-agent collaboration capabilities, address critical challenges in AI adoption while opening new revenue streams for Amazon's cloud division. Micros...
Everest Group ( EG ) Monday said that it has signed a definitive agreement to sell its Canadian Retail Insurance operations, Everest Insurance Company of Canada, to The Wawanesa Mutual Insurance Company. “This transaction represents a strong outcome for both organizations, our shareholders, and our colleagues,” said Jim Williamson , president and chief executive officer of Everest. “This agreement...
Everest Group ( EG ) Monday said that it has signed a definitive agreement to sell its Canadian Retail Insurance operations, Everest Insurance Company of Canada, to The Wawanesa Mutual Insurance Company. “This transaction represents a strong outcome for both organizations, our shareholders, and our colleagues,” said Jim Williamson , president and chief executive officer of Everest. “This agreement enables us to realize compelling value and to transition our colleagues to a growth-oriented organization committed to expanding its commercial retail presence in the Canadian market.” This transaction marks another decisive step in Everest’s ( EG ) strategic repositioning and advances the company’s previously announced plan to exit its commercial retail insurance operations, following the 2025 sale of its global retail commercial insurance renewal rights to AIG. Everest Group ( EG ) shares rose 1.2% premarket. More on Everest Group Everest Group: Turnaround Is Underway Everest Group, Ltd. (EG) Q4 2025 Earnings Call Transcript Everest Group: Writing Insurance On An Insurance Company For 14% Yield Everest Group outlines $150M restructuring charges for 2026 amid wholesale specialty focus and accelerated buybacks Everest Group Non-GAAP EPS of $13.26 misses by $0.57, revenue of $4.42B beats by $530M
This article first appeared on GuruFocus. The global auto industry is starting to recalibrate around what executives are calling China Speed, after a Leapmotor C10 in Germany received a driver-assistance fix within hours via over-the-air updatesomething that could take weeks at traditional automakers. The incident underscores a broader shift toward faster development cycles, software-first design,...
This article first appeared on GuruFocus. The global auto industry is starting to recalibrate around what executives are calling China Speed, after a Leapmotor C10 in Germany received a driver-assistance fix within hours via over-the-air updatesomething that could take weeks at traditional automakers. The incident underscores a broader shift toward faster development cycles, software-first design, and real-time product iteration led by Chinese EV makers such as BYD (BYDDF), Geely (GELYF), and Leapmotor. Instead of the long-standing model of delivering fully validated vehicles, some manufacturers are now shipping cars with functional systems that can be improved post-sale, compressing timelines that historically stretched five to seven years into cycles that can take under two years. This shift is beginning to influence strategic decisions across legacy automakers. Stellantis (NYSE:STLA) is weighing the use of Leapmotor platforms for brands including Fiat, Opel, and Peugeot, while also holding discussions with Xiaomi (XIACY) and Xpeng (NYSE:XPEV) regarding potential investments in its European operations. Mercedes-Benz has held early-stage talks with Geely on future EV cooperation, and Nissan is investing at least 10 billion yuan to develop EVs in China for export markets. In the US, Ford has explored how joint ventures with Chinese partners might be structured, with CEO Jim Farley describing China's potential entry into the domestic market as an existential threat. The competitive advantage appears rooted in China's scale and ecosystem, supported by more than $230 billion in government backing since 2009, along with tightly integrated supply chains and engineering clusters that accelerate development and reduce costs. At the same time, the model introduces trade-offs that could shape its long-term impact. The overlapping development approachwhere production can begin before full validationis contributing to faster innovation but has raised concerns about reliability...
Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. Formula One CEO Stefano Domenicali is a legend in the world of auto sports. I've known the super-energetic Italian-born Domenicali since 2017, when he was CEO of supercar maker Lamborghini. If you drive a $300,000 Urus SUV and are pleased that Lamborghini s...
Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. Formula One CEO Stefano Domenicali is a legend in the world of auto sports. I've known the super-energetic Italian-born Domenicali since 2017, when he was CEO of supercar maker Lamborghini. If you drive a $300,000 Urus SUV and are pleased that Lamborghini still uses powerful gas engines, he is the guy to thank. Interestingly, the travel warrior doesn't have a garage full of cars, as you might expect. "I don't drive, and I don't have a car," he said. "I had a Urus when I was at Lamborghini. But now, in London, how you can drive, I mean, it takes more time to find a parking spot than I stay in the office." After rising through the ranks at Ferrari, Domenicali served as its team principal from 2008 to 2014, notably leading the Scuderia to a Constructors' Championship in 2008. Following his transformative stint as CEO of Lamborghini, he took the reins as CEO of Formula One in 2021. In his current role, Domenicali has been the chief architect of F1's global expansion, successfully navigating the sport into a record-breaking 24-race calendar, spearheading the massive 2026 technical regulations reset, and pushing deeper into the US market. The F1 brand has gotten a huge lift from the Netflix (NFLX) show "Drive to Survive" and ever-increasing corporate sponsorships. Now, with General Motors' (GM) Cadillac brand added to the grid and a new deal with Apple (AAPL) to broadcast the races, Domenicali has his work cut out to keep the growth hot. "The beauty of what we are doing is that we are able to capture the interest of the young fans audience in a very quick time, because I always do believe that when we're talking about entertainment, we need to activate the five senses. If we are not able to activate the five senses, we are losing something," Domenicali said of the F1 brand's broadening appeal. Domenicali — who recently inked a new ...
David Ramos/Getty Images News Japan's Sony Group ( SONY ) is nearing a $1B deal to sell the majority stake in its home entertainment business to Chinese rival TCL Electronics ( TCLHF ), Bloomberg reported Monday, citing sources. The report said discussions between the companies have progressed, and an announcement can be expected as soon as this month. As of now, talks are in an advanced stage, an...
David Ramos/Getty Images News Japan's Sony Group ( SONY ) is nearing a $1B deal to sell the majority stake in its home entertainment business to Chinese rival TCL Electronics ( TCLHF ), Bloomberg reported Monday, citing sources. The report said discussions between the companies have progressed, and an announcement can be expected as soon as this month. As of now, talks are in an advanced stage, and no final decision has been made. Representatives for Sony and TCL told Bloomberg the companies are continuing discussions toward a definitive agreement and that an announcement would be made promptly once finalized. In January, the companies announced their intention to set up a home entertainment business joint venture, in which ownership of the popular Bravia television brand will transfer to TCL. Under MoU terms, TCL will hold a 51% stake in the JV, with Sony holding the rest. Starting in April 2027, the new JV will make TVs using the Sony and Bravia names but incorporate TCL’s display technology, according to the January statement by the companies. More on Sony, TCL Electronics Sony Group Corporation (SONY) Q3 2026 Earnings Call Transcript Sony Group Corporation 2026 Q3 - Results - Earnings Call Presentation Sony Group: A Joint Venture With TCL Looks Promising, But I'm Still Cautious Global recorded music revenue hit $31.7B in 2025 as paid streaming surged Pop Mart moves Labubu to big screen with Sony Pictures team-up
This article first appeared on GuruFocus. South Korea's AI ambitions are starting to take a more strategic turn, with Upstage now exploring a sizable shift in its chip sourcing strategy. The Korean startup is in discussions with Advanced Micro Devices (NASDAQ:AMD) for a potential purchase of 10,000 MI355 AI accelerators, following a recent meeting between Chief Executive Officer Sung Kim and AMD C...
This article first appeared on GuruFocus. South Korea's AI ambitions are starting to take a more strategic turn, with Upstage now exploring a sizable shift in its chip sourcing strategy. The Korean startup is in discussions with Advanced Micro Devices (NASDAQ:AMD) for a potential purchase of 10,000 MI355 AI accelerators, following a recent meeting between Chief Executive Officer Sung Kim and AMD CEO Lisa Su in Seoul. Kim noted that while Korea already has a significant base of Nvidia (NASDAQ:NVDA) chips, the company is looking to diversify into alternative suppliers such as AMD, a move that could broaden its compute stack as demand for large-scale AI infrastructure continues to build. The discussions come as Upstage competes in a government-backed effort to develop national AI foundation models, often referred to as the AI Squid Game. The initiative pits four teams against each other, with models evaluated every six months under the supervision of the Ministry of Science and ICT, and two finalists expected to be selected by early next year. Upstage is preparing a large language model with around 200 billion parameters for the upcoming summer round, while positioning its approach around delivering high-performance systems at relatively lower cost by combining scale with efficiency. At the same time, the company is extending its ambitions beyond Korea. Kim said Upstage is targeting markets such as Vietnam and the UAE with sovereign AI systems designed to operate within national borders. That outward push, combined with the potential AMD deal, suggests Upstage is building a strategy that blends infrastructure diversification with cost-efficient model development, as it navigates both domestic competition and broader international demand for localized AI capabilities.
South Korea's AI ambitions are starting to take a more strategic turn, with Upstage now exploring a sizable shift in its chip sourcing strategy. The Korean startup is in discussions with Advanced Micro Devices AMD for a potential purchase of 10,000 MI355 AI accelerators, following a recent meeting between Chief Executive Officer Sung Kim and AMD CEO Lisa Su in Seoul. Kim noted that while Korea alr...
South Korea's AI ambitions are starting to take a more strategic turn, with Upstage now exploring a sizable shift in its chip sourcing strategy. The Korean startup is in discussions with Advanced Micro Devices AMD for a potential purchase of 10,000 MI355 AI accelerators, following a recent meeting between Chief Executive Officer Sung Kim and AMD CEO Lisa Su in Seoul. Kim noted that while Korea already has a significant base of Nvidia NVDA chips, the company is looking to diversify into alternative suppliers such as AMD, a move that could broaden its compute stack as demand for large-scale AI infrastructure continues to build. The discussions come as Upstage competes in a government-backed effort to develop national AI foundation models, often referred to as the AI Squid Game. The initiative pits four teams against each other, with models evaluated every six months under the supervision of the Ministry of Science and ICT, and two finalists expected to be selected by early next year. Upstage is preparing a large language model with around 200 billion parameters for the upcoming summer round, while positioning its approach around delivering high-performance systems at relatively lower cost by combining scale with efficiency. At the same time, the company is extending its ambitions beyond Korea. Kim said Upstage is targeting markets such as Vietnam and the UAE with sovereign AI systems designed to operate within national borders. That outward push, combined with the potential AMD deal, suggests Upstage is building a strategy that blends infrastructure diversification with cost-efficient model development, as it navigates both domestic competition and broader international demand for localized AI capabilities.