Nvidia Corporation (NASDAQ:NVDA) is one of the most buzzing stocks to buy with the highest upside potential. On March 11, Nvidia and Nebius Group (NASDAQ:NBIS) announced a partnership to develop next-gen hyperscale AI clouds, supported by a $2 billion investment from Nvidia. This deep engineering collaboration focuses on the creation of AI factories designed specifically for the needs of AI-native...
Nvidia Corporation (NASDAQ:NVDA) is one of the most buzzing stocks to buy with the highest upside potential. On March 11, Nvidia and Nebius Group (NASDAQ:NBIS) announced a partnership to develop next-gen hyperscale AI clouds, supported by a $2 billion investment from Nvidia. This deep engineering collaboration focuses on the creation of AI factories designed specifically for the needs of AI-native companies and enterprises. The agreement aims to accelerate Nebius’s infrastructure buildout, with a target of deploying more than 5 gigawatts of Nvidia-powered capacity globally by the end of 2030. The partnership spans the entire AI tech stack, from hardware design to production software. Nebius will become an early adopter of Nvidia’s future computing architectures, including the Rubin platform, Vera CPUs, and BlueField storage systems. Beyond hardware, the two companies will collaborate on optimizing a best-in-class stack for inference and agentic AI, ensuring that developers can deploy sophisticated AI agents with maximum efficiency using Nvidia’s latest optimized models and libraries. Nvidia (NVDA), Nebius (NBIS) Partner to Scale Full-Stack AI Cloud with $2B Investment This collaboration marks a shift toward specialized cloud environments built for the agentic era of AI rather than general-purpose computing. Nvidia Corporation (NASDAQ:NVDA) will provide comprehensive design support, system software, and advanced fleet management tools to monitor GPU health across Nebius’s massive infrastructure. As Nebius expands its footprint, particularly with gigawatt-scale facilities in the US, the partnership positions the company as a primary global provider of full-stack AI cloud services for large-scale training and inference. Nvidia Corporation (NASDAQ:NVDA) operates as a data center-scale AI infrastructure company. The company operates through two segments: Compute & Networking and Graphics. While we acknowledge the potential of NVDA as an investment, we believe certain AI ...
Ivan_Karpov/iStock Editorial via Getty Images Due to the educational nature of this article, I won't be rating the NEOS Bitcoin High Income ETF ( BTCI ). Instead, I'll break it down into its individual parts so it's easier to understand. What's BTCI Made Of? The prime directives of this ETF are distributions and price capture using indirect and synthetic exposure to Bitcoin ( BTC-USD ) with covere...
Ivan_Karpov/iStock Editorial via Getty Images Due to the educational nature of this article, I won't be rating the NEOS Bitcoin High Income ETF ( BTCI ). Instead, I'll break it down into its individual parts so it's easier to understand. What's BTCI Made Of? The prime directives of this ETF are distributions and price capture using indirect and synthetic exposure to Bitcoin ( BTC-USD ) with covered call selling. The indirect exposure comes from holding spot bitcoin funds like the iShares Bitcoin Trust ETF ( IBIT ) and the VanEck Bitcoin ETF ( HODL ), a long position is created by buying calls and selling puts at the same strike and expiration on bitcoin-adjacent instruments, and calls are then sold on this synthetic long position to collect premiums. This scaffolding, or laddering, is constructed with the following holdings (as I write this). NEOS The holdings are broken down to 94% cash, 24% in iShares and VanEck spot Bitcoin ETFs for the indirect exposure, the call-put synthetic long position, and the covered call selling (at the time of writing). The options positions roll over periodically, and on and on it goes. The fund has been around for about a year and a half, with an inception date of October 16, 2024. BTCI's expense ratio is 0.98% net of AFFE or acquired fund fees and expenses, and in the 1.5 years it's been with us, the AUM has grown to over $960 million. The yield on the dividends current runs at a trailing figure of 43%. Historical Performance Since the fund is indirectly exposed to Bitcoin, it's not really a surprise that it somewhat tracks the price of the underlying asset. Since this is a high income strategy reliant on covered calls, that comes at the cost of price underperformance — your cow gets thinner the more you milk it. In the last the 1Y period, you can see how bitcoin's been struggling for more than half that time. Data by YCharts There's a concept called path dependency that's useful to know about with regard to income ETFs that rely on ...
Amazon.com Inc. (NASDAQ:AMZN) is one of the most buzzing stocks to buy with the highest upside potential. On March 13, Amazon’s AWS and Cerebras Systems announced a collaboration to deliver the world’s fastest AI inference solutions, set to launch on Amazon Bedrock in the coming months. The partnership introduces a ‘disaggregated inference’ model that splits the computational workload between AWS ...
Amazon.com Inc. (NASDAQ:AMZN) is one of the most buzzing stocks to buy with the highest upside potential. On March 13, Amazon’s AWS and Cerebras Systems announced a collaboration to deliver the world’s fastest AI inference solutions, set to launch on Amazon Bedrock in the coming months. The partnership introduces a ‘disaggregated inference’ model that splits the computational workload between AWS Trainium-powered servers and Cerebras CS-3 systems. This specialized architecture aims to achieve a massive increase in speed and performance for generative AI applications and LLM workloads compared to current cloud offerings. The technical core of this solution lies in optimizing the two distinct stages of AI inference: prompt processing (prefill) and output generation (decode). Amazon.com Inc.’s (NASDAQ:AMZN) AWS Trainium handles the parallel, compute-intensive prefill stage, while the Cerebras CS-3 (which offers significantly higher memory bandwidth than traditional GPUs) is dedicated to the serial, memory-intensive decode stage. Amazon.com (AMZN) and Cerebras Partner for World’s Fastest AI Inference on Amazon Bedrock Copyright: prykhodov / 123RF Stock Photo These components are linked by AWS’s Elastic Fabric Adapter networking and secured via the AWS Nitro System, ensuring high-speed data transfer with enterprise-grade isolation and security. This collaboration marks the first time a cloud provider has integrated Cerebras’s hardware into a disaggregated inference service. Later in 2026, AWS plans to expand the offering by running leading open-source LLMs and its own Amazon Nova models on the combined hardware. Amazon.com Inc. (NASDAQ:AMZN) engages in the retail sale of consumer products, advertising, and subscription services through online and physical stores in North America and internationally. The company has three segments: North America, International, and Amazon Web Services/AWS. While we acknowledge the potential of AMZN as an investment, we believe certain AI ...
Amazon.com Inc. (NASDAQ:AMZN) is one of the most buzzing stocks to buy with the highest upside potential. On March 13, Amazon’s AWS and Cerebras Systems announced a collaboration to deliver the world’s fastest AI inference solutions, set to launch on Amazon Bedrock in the coming months. The partnership introduces a ‘disaggregated inference’ model that splits the computational workload between AWS ...
Amazon.com Inc. (NASDAQ:AMZN) is one of the most buzzing stocks to buy with the highest upside potential. On March 13, Amazon’s AWS and Cerebras Systems announced a collaboration to deliver the world’s fastest AI inference solutions, set to launch on Amazon Bedrock in the coming months. The partnership introduces a ‘disaggregated inference’ model that splits the computational workload between AWS Trainium-powered servers and Cerebras CS-3 systems. This specialized architecture aims to achieve a massive increase in speed and performance for generative AI applications and LLM workloads compared to current cloud offerings. The technical core of this solution lies in optimizing the two distinct stages of AI inference: prompt processing (prefill) and output generation (decode). Amazon.com Inc.’s (NASDAQ:AMZN) AWS Trainium handles the parallel, compute-intensive prefill stage, while the Cerebras CS-3 (which offers significantly higher memory bandwidth than traditional GPUs) is dedicated to the serial, memory-intensive decode stage. Amazon.com (AMZN) and Cerebras Partner for World’s Fastest AI Inference on Amazon Bedrock Copyright: prykhodov / 123RF Stock Photo These components are linked by AWS’s Elastic Fabric Adapter networking and secured via the AWS Nitro System, ensuring high-speed data transfer with enterprise-grade isolation and security. This collaboration marks the first time a cloud provider has integrated Cerebras’s hardware into a disaggregated inference service. Later in 2026, AWS plans to expand the offering by running leading open-source LLMs and its own Amazon Nova models on the combined hardware. Amazon.com Inc. (NASDAQ:AMZN) engages in the retail sale of consumer products, advertising, and subscription services through online and physical stores in North America and internationally. The company has three segments: North America, International, and Amazon Web Services/AWS. While we acknowledge the potential of AMZN as an investment, we believe certain AI ...
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 23, Ryan Specialty Holdings Inc's Director, Patrick G. Ryan Jr., invested $1,033,974.65 into 25,865 shares of RYAN, for a cost per share of $39.98. Bargain hunters tend to pay particular attention to insider buys like this one, because presumably ...
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 23, Ryan Specialty Holdings Inc's Director, Patrick G. Ryan Jr., invested $1,033,974.65 into 25,865 shares of RYAN, for a cost per share of $39.98. 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 Wednesday, bargain hunters could buy shares of Ryan Specialty Holdings Inc (Symbol: RYAN) and achieve a cost basis 15.1% cheaper than Ryan Jr., with shares changing hands as low as $33.94 per share. It should be noted that Ryan Jr. has collected $0.13/share in dividends since the time of their purchase, so they are currently down 14.8% on their purchase from a total return basis. Ryan Specialty Holdings Inc shares are currently trading down about 2.3% on the day. The chart below shows the one year performance of RYAN shares, versus its 200 day moving average: Looking at the chart above, RYAN's low point in its 52 week range is $33.94 per share, with $77.16 as the 52 week high point — that compares with a last trade of $34.99. By comparison, below is a table showing the prices at which RYAN insider buying was recorded over the last six months: Purchased Insider Title Shares Price/Share Value 02/23/2026 Patrick G. Ryan Jr. Director 25,865 $39.98 $1,033,974.65 The current annualized dividend paid by Ryan Specialty Holdings Inc is $0.52/share, currently paid in quarterly installments, and its most recent dividend ex-date was on 02/24/2026. Below is a long-term dividend history chart for RYAN, which can be of good help in judging whether the most recent dividend with approx. 1.4% annualized yield is likely to continue. According to the ETF Finder at ETF Channel, RYAN makes up 6.22% of the AGF U.S. Market Neutra...
May ICE NY cocoa (CCK26) on Wednesday closed down -89 (-2.66%), and May ICE London cocoa #7 (CAK26) closed down -32 (-1.31%). Cocoa prices settled lower on Wednesday and have been under pressure over the last two sessions amid an improving supply outlook. West African farmers have reported that consistent rains have boosted pod development in cocoa trees in the Ivory Coast and Ghana. Don’t Miss a ...
May ICE NY cocoa (CCK26) on Wednesday closed down -89 (-2.66%), and May ICE London cocoa #7 (CAK26) closed down -32 (-1.31%). Cocoa prices settled lower on Wednesday and have been under pressure over the last two sessions amid an improving supply outlook. West African farmers have reported that consistent rains have boosted pod development in cocoa trees in the Ivory Coast and Ghana. Don’t Miss a Day: Ample supplies are also weighing on cocoa prices, as ICE cocoa inventories rose to a 7.25-month high of 2,295,996 bags on Tuesday. NY cocoa rallied to a 1-month high last Wednesday after a Reuters report last Tuesday said that local grinders bought more than 400,000 metric tons of Ivory Coast cocoa export contracts in the 10 days since purchases resumed for the mid-year crop. That suggested that new demand is emerging in the wake of recent cocoa price cuts. Last month, Ghana cut the official price it pays its cocoa farmers by nearly 30% for supplies for the 2025/26 growing season, and the Ivory Coast last Wednesday said it would cut cocoa farmer pay by 57% that would kick in for the mid-crop harvest that started in March. The Ivory Coast and Ghana produce more than half of the world's cocoa. Cocoa prices have also seen some support since last week as the closure of the Strait of Hormuz has boosted global shipping rates, insurance costs, and fuel prices, thereby raising cocoa importers' costs. In addition, slowing cocoa deliveries to ports in the Ivory Coast is supportive of prices. Tuesday's cumulative data from the Ivory Coast showed that Ivory Coast farmers shipped 1.37 MMT of cocoa to ports in the current marketing year (October 1, 2025, through March 15, 2026), down -2.8% from 1.41 MMT in the same period a year ago. Demand concerns have hammered cocoa prices as consumers continue to balk at the high price of chocolate. On January 28, Barry Callebaut AG, the world's largest bulk chocolate maker, reported a -22% decline in sales volume in its cocoa division for the q...
May arabica coffee (KCK26) on Wednesday closed down by -1.85 (-0.63%), and May ICE robusta coffee (RMK26) closed up +52 (+1.47%). Coffee prices settled mixed on Wednesday. The outlook for a bumper Brazil coffee crop is weighing on arabica prices, after StoneX raised its Brazil 2026/27 coffee production estimate to a record 75.3 million bags, up from its November estimate of 70.7 million bags. Risi...
May arabica coffee (KCK26) on Wednesday closed down by -1.85 (-0.63%), and May ICE robusta coffee (RMK26) closed up +52 (+1.47%). Coffee prices settled mixed on Wednesday. The outlook for a bumper Brazil coffee crop is weighing on arabica prices, after StoneX raised its Brazil 2026/27 coffee production estimate to a record 75.3 million bags, up from its November estimate of 70.7 million bags. Rising ICE inventories are also pressuring arabica coffee prices as ICE-monitored arabica inventories rose to a 5.75-month high of 585,621 bags on Wednesday. Don’t Miss a Day: However, tighter ICE inventories have sparked short covering in robusta coffee, as ICE robusta inventories fell to a 2-month low of 4,348 lots on Wednesday. The closure of the Strait of Hormuz has disrupted global shipping and is supportive of coffee prices. The closure of the waterway has increased global shipping rates, insurance, and fuel costs, and raises costs for coffee importers and roasters. On Monday, arabica coffee fell to a 2-week low, and May robusta fell to a contract low, as abundant rains in Brazil eased crop concerns. Somar Meteorologia reported Monday that Brazil's largest arabica coffee-growing area, Minas Gerais, received 57.7 mm of rain last week, or 139% of the historical average. Coffee prices also saw support from recent news that Brazil's Feb green coffee exports fell by -27% y/y to 2.3 million bags, according to Cecafe. Meanwhile, Brazil's Trade Ministry reported last Thursday that Brazil's Feb coffee exports fell -17.4% y/y to 142,000 MT. Coffee prices in February sold off sharply, with arabica falling to a 16-month low on February 24 and robusta tumbling to a 7.25-month low on February 23 as signs of a bumper Brazilian coffee crop supported the global supply outlook. On February 5, Conab, Brazil's crop forecasting agency, said that Brazil's 2026 coffee production will climb by +17.2% y/y to a record 66.2 million bags, with arabica production up +23.2% y/y to 44.1 million bags an...
Overseas holdings of US Treasuries rose in January, a month that saw a spike in concern over European demand for American assets in light of President Donald Trump ’s threats over Greenland. Total foreign holdings increased by $34.8 billion, to $9.31 trillion, Treasury Department data showed on Wednesday. The figure represents both net sales and valuation changes. A Bloomberg index of the US Treas...
Overseas holdings of US Treasuries rose in January, a month that saw a spike in concern over European demand for American assets in light of President Donald Trump ’s threats over Greenland. Total foreign holdings increased by $34.8 billion, to $9.31 trillion, Treasury Department data showed on Wednesday. The figure represents both net sales and valuation changes. A Bloomberg index of the US Treasury market showed little change in January after a decline in December. January’s advance came after an $88.3 billion decline the month before. The rebound was led by the UK and Japan, with Canada — whose stockpile can be volatile month-to-month — seeing a notable slide. Japan, the biggest foreign holder of Treasuries, saw its holdings climb by $39.8 billion, to $1.23 trillion. The UK, which has the second-largest foreign pool, had a $29.3 billion gain, to $895.3 billion. China ’s stockpile of Treasuries, the third largest, rose by $10.9 billion, to $694.4 billion. Belgium, whose holdings include Chinese custodial accounts according to market analysts, saw its holdings decline $26.3 billion, to $451 billion. Europe’s Holdings As a group, European Union holdings saw an $8 billion advance, to $2.13 trillion. In January, as Trump pressured Denmark over its island of Greenland, a Danish pension fund in January warned it was planning to exit its Treasuries position. Treasury Secretary Scott Bessent that same month dismissed speculation about Europe possibly dumping US government securities, calling it a “ false narrative .” He also said that “it defies any logic.”
A group of banks led by JPMorgan Chase halted a $5.3 billion debt deal for software firm Qualtrics International after failing to win over investors amid deepening anxiety surrounding artificial intelligence disruption. Aaron Weinman has more on "Bloomberg Deals." (Source: Bloomberg)
A group of banks led by JPMorgan Chase halted a $5.3 billion debt deal for software firm Qualtrics International after failing to win over investors amid deepening anxiety surrounding artificial intelligence disruption. Aaron Weinman has more on "Bloomberg Deals." (Source: Bloomberg)
Micron Technology Inc (NASDAQ:MU) reported fiscal second quarter results that exceeded expectations, as strong demand for memory tied to artificial intelligence continued to drive growth and profitability. For the quarter that ended on February 26, the company posted revenue of $23.86...
Micron Technology Inc (NASDAQ:MU) reported fiscal second quarter results that exceeded expectations, as strong demand for memory tied to artificial intelligence continued to drive growth and profitability. For the quarter that ended on February 26, the company posted revenue of $23.86...
Did US Intel Agencies Hide Chinese Interference In 2020 Election From 'Vulgarian' Trump? Authored by Bryan Hyde via American Greatness, Questions over the integrity of the 2020 election continue to linger after the revelation that analysts inside the U.S. intelligence community sought to conceal evidence of Chinese interference from then-President Donald Trump. Never before reported upon comments ...
Did US Intel Agencies Hide Chinese Interference In 2020 Election From 'Vulgarian' Trump? Authored by Bryan Hyde via American Greatness, Questions over the integrity of the 2020 election continue to linger after the revelation that analysts inside the U.S. intelligence community sought to conceal evidence of Chinese interference from then-President Donald Trump. Never before reported upon comments found in a January 2021 report written by analytic ombudsman Barry Zulauf show that intelligence analysts downplayed evidence of China’s meddling because of their disdain for Trump and a desire to undermine policies toward China that they did not support. According to Just the News, credible evidence exists that Chinese government-linked cyber hackers and Chinese social media troll farms took aim at the U.S. presidential election in 2020 and sought to undercut Trump during his run against Joe Biden. The FBI found evidence of China interfering in the 2020 election, “Fake driver's licenses and fake ballots so they can help Joe Biden win” “What does the FBI do with that one? — We're gonna throw it in the garbage can” Democrats rigged the 2020 election pic.twitter.com/knEppBu5xa — Wall Street Apes (@WallStreetApes) March 10, 2026 Zulauf, a longtime intelligence officer, explained in his 2021 report : “China analysts appeared hesitant to assess Chinese actions as undue influence or interference. These analysts appeared reluctant to have their analysis on China brought forward because they tended to disagree with the Administration’s policies, saying in effect, I don’t want our intelligence used to support those policies.” One analyst was quoted by Zulauf during an interview later that year as having essentially said, “I don’t want my analysis going to the White House where that vulgarian . . . in the White House will use it to pursue policies toward China with which I personally disagree.” Dr. Zulauf also pointed to differences in the way that analysts of Russia and China examin...
Guardian Pharmacy Services ( GRDN ) announced a proposed underwritten public offering of 5M Class A shares. The offering includes ~3.98M shares from selling stockholders and ~1.02M newly issued shares by the company. Selling stockholders may grant underwriters a 30-day option to purchase up to 750,000 additional shares. The deal is structured as a non-dilutive “synthetic secondary” transaction. Th...
Guardian Pharmacy Services ( GRDN ) announced a proposed underwritten public offering of 5M Class A shares. The offering includes ~3.98M shares from selling stockholders and ~1.02M newly issued shares by the company. Selling stockholders may grant underwriters a 30-day option to purchase up to 750,000 additional shares. The deal is structured as a non-dilutive “synthetic secondary” transaction. The company will use its proceeds to repurchase an equal number of shares, keeping total shares outstanding unchanged. Guardian will not retain proceeds from the offering, and receives no funds from selling stockholders’ shares. Repurchased shares relate to prior Class B conversions tied to its September 2024 reorganization. More on Guardian Pharmacy Services Guardian Pharmacy Services, Inc. (GRDN) Q4 2025 Earnings Call Transcript Guardian Pharmacy Services, Inc. (GRDN) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Guardian Pharmacy Services, Inc. (GRDN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Mid-Cap healthcare stocks ranked by quant ratings after earnings season Guardian Pharmacy Services raises 2026 adjusted EBITDA guidance to $120M–$124M amid IRA transition and strong cash flow
00:01 Speaker A Time now for some earnings. Micron second quarter results are just hitting the wires. Let's get you those numbers. Uh, Q2, uh, EPS, looking for that. There it is, 1220. 00:10 Speaker A That's a beat. The estimate was $9. Uh, Q2 revenue also a beat. 23.86 billion versus estimate of 19.74 billion. 00:20 Speaker A Gross margins better than expected as well, 74.9%. The estimate was 69....
00:01 Speaker A Time now for some earnings. Micron second quarter results are just hitting the wires. Let's get you those numbers. Uh, Q2, uh, EPS, looking for that. There it is, 1220. 00:10 Speaker A That's a beat. The estimate was $9. Uh, Q2 revenue also a beat. 23.86 billion versus estimate of 19.74 billion. 00:20 Speaker A Gross margins better than expected as well, 74.9%. The estimate was 69.1%. 00:25 Speaker A As to the forecast, Q3 adjusted EPS, 1875 to 1955. The street had pencilled in 1129. 00:32 Speaker A And the Q3 revenue forecast also upbeat between 32.75 to 34.25 billion. uh consensus was 23.66 billion. 00:43 Speaker A Uh talking about all things AI, Micron says AI server demand, says continues to be strong. They do know that AI and other server demand constrained by memory supply. 00:54 Speaker A Why do we care about Micron? Well, it's because it is the largest US memory chip maker. 00:59 Speaker A Those chips go into all kinds of products, smartphones, PC, data center. So it's a read on the health of those end markets. 01:04 Speaker A Area for investors here is HBM, that's high bandwidth memory. That's basically uh simply puts uh super high-speed memory that that sits on a data center GPU, carries better pricing and margins. 01:15 Speaker A This stock heading into this print. I mean, expectations were simply sky high. This stock was already up about 60% this year. It was up around 350% over the past 12 months. 01:25 Speaker A and that's just as Micron has really been benefiting from this powerful demand for its memory chips amid this great AI investment cycle. Even despite that run, analysts who cover this name still big fans. About 90% of analysts who cover Micron still tell clients even at these levels, this one's a buy.