Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on General Mills General Mills: Why Historically Low Valuations Are No Longer A 'Buy' Signal General Mills: Flat-Sales Bias Masks An Overvalued Stock General Mills, Inc. (GIS) Presents at Consumer Analyst Group of New York Conference 2026 - Slideshow General Mills misses top-line and bottom-line ...
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on General Mills General Mills: Why Historically Low Valuations Are No Longer A 'Buy' Signal General Mills: Flat-Sales Bias Masks An Overvalued Stock General Mills, Inc. (GIS) Presents at Consumer Analyst Group of New York Conference 2026 - Slideshow General Mills misses top-line and bottom-line estimates; reaffirms FY26 outlook General Mills Q3 2026 Earnings Preview
At the GTC 2026 conference, Nvidia laid out a bold vision: Its flagship AI accelerators will help it generate $1 trillion in revenue from 2025 through 2027. That’s a massive number for a product buried deep inside massive data centers, invisible to the average person. Yet, the market’s muted reaction suggests that this hypergrowth is already “priced in” for Nvidia stock. For investors seeking the ...
At the GTC 2026 conference, Nvidia laid out a bold vision: Its flagship AI accelerators will help it generate $1 trillion in revenue from 2025 through 2027. That’s a massive number for a product buried deep inside massive data centers, invisible to the average person. Yet, the market’s muted reaction suggests that this hypergrowth is already “priced in” for Nvidia stock. For investors seeking the next alpha, the opportunity may no longer lie in the chips themselves but in the secondary infrastructure and downstream sectors positioned to capture the value of this unprecedented surge in compute. While Nvidia commands center stage, this massive wave of data center spending creates a powerful multiplier effect in the following key hardware and manufacturing sectors, which are positioned as the critical beneficiaries of this strategic pivot. However, not every tech giant is joining the AI capex race. Apple is pursuing a fundamentally different AI strategy centered on on-device intelligence rather than cloud computing. See Apple’s Contrarian AI Strategy Manufacturing Partners: The Silicon Backbone Nvidia designs and develops its chips, but it needs its foundry partners to build them. To reach $1 trillion in sales, Nvidia needs massive, diversified foundry capacity. The key players who could benefit include TSMC and Samsung. TSMC is the bedrock of the industry; it handles the complex Rubin GPUs and the advanced packaging required to link them with next-generation memory. The company’s leading-edge nodes deliver the performance, yields, and scale Nvidia needs for its highest-volume, cutting-edge chips. The stock reflects this dominance, having gained close to 14% year-to-date. However, rather than chasing the rally by buying shares outright, investors can leverage this momentum more strategically. Here is a trading opportunity for TSMC designed to generate compelling yields while maintaining a fair margin of safety. Samsung Electronics is now a key foundry for the Groq 3 la...
Key Points Broadcom is seeing huge demand for its custom AI chips. TSMC is benefiting from AI build-outs. 10 stocks we like better than Taiwan Semiconductor Manufacturing › The $3 trillion stock club is an exclusive group that only a few companies are currently in. Nvidia, Apple, and Alphabet are the current members, although Microsoft may be in there depending on the daily fluctuations of the mar...
Key Points Broadcom is seeing huge demand for its custom AI chips. TSMC is benefiting from AI build-outs. 10 stocks we like better than Taiwan Semiconductor Manufacturing › The $3 trillion stock club is an exclusive group that only a few companies are currently in. Nvidia, Apple, and Alphabet are the current members, although Microsoft may be in there depending on the daily fluctuations of the market. I think two stocks that could join them over the next three years are Taiwan Semiconductor Manufacturing(NYSE: TSM) and Broadcom(NASDAQ: AVGO). These two have a ways to go, as TSMC is valued at $1.75 trillion while Broadcom is at $1.59 trillion. To get to $3 trillion, the two must rise 71% and 89%, respectively. 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 » If either stock grows at that pace over the next three years, it will be considered a highly successful investment, making them both genius buys now. I think they are both primed to rise to the $3 trillion mark, and investors should position themselves accordingly. Both Broadcom and TSMC are huge beneficiaries of the AI build-out Broadcom and TSMC have each been successful investments over the past few years due to the massive amount of money being spent on AI infrastructure. That isn't slowing down, and 2026 looks to be another year of record-setting expenditures on data centers set up to process AI. TSMC is seeing strong growth from this trend due to its positioning as a neutral party. TSMC is the world's top logic chip producer and is a leader in the production and technological side. It doesn't matter which company's products are placed in a data center; chances are, there are a ton of chips from TSMC in them. Because it doesn't have any skin in the game in terms of which company is the current leader in AI computing hardware, it's just root...
Iran has been moving its crude through the Strait of Hormuz at rates broadly comparable to transit before the war began, making the most of its control of the vital waterway as other exporters falter. Iranian crude exports through the corridor accounts for nearly three-quarters of the 27.2 million barrels that have left the Persian Gulf since March 1, data from intelligence firm Kpler Ltd. show. T...
Iran has been moving its crude through the Strait of Hormuz at rates broadly comparable to transit before the war began, making the most of its control of the vital waterway as other exporters falter. Iranian crude exports through the corridor accounts for nearly three-quarters of the 27.2 million barrels that have left the Persian Gulf since March 1, data from intelligence firm Kpler Ltd. show. That amounts to about 1.2 million barrels a day of crude for Tehran, compared to a pre-war daily level of 1.5 million barrels. Stocks rose across the world as sharp swings in oil markets subsided while traders awaited Wednesday’s Federal Reserve meeting. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Lizzy Burden and Tom Mackenzie. (Source: Bloomberg)
Samsung Electronics signed a Memorandum of Understanding (MoU) with AMD to supply and partner on next-generation AI memory and computing technology, while opening the door to a future foundry partnership. Under the agreement, Samsung will supply high-bandwidth memory, HBM4, for AMD’s MI455X accelerators, as well as advanced DRAM solutions for the 6th generation AMD EPYC CPUs. Samsung will also sup...
Samsung Electronics signed a Memorandum of Understanding (MoU) with AMD to supply and partner on next-generation AI memory and computing technology, while opening the door to a future foundry partnership. Under the agreement, Samsung will supply high-bandwidth memory, HBM4, for AMD’s MI455X accelerators, as well as advanced DRAM solutions for the 6th generation AMD EPYC CPUs. Samsung will also supply DDR5 memory chips for AMD’s Helios system. The companies explained the collaboration is positioned at addressing advanced memory technology demands for AI and data centre workloads. As memory bandwidth and power efficiency become increasingly critical to system level performance, “this collaboration will help deliver more optimised AI infrastructure for customers”, they explained. A signing ceremony held by the two companies was attended by AMD CEO Lisa Su (pictured, right) and Samsung co-CEO Jun Young-hyun (pictured, left) at a Samsung manufacturing plant in Pyeongtaek, Korea. Subscribe to our newsletter Get breaking news, exclusive insight, and expert analysis - before anyone else. Subscribe Su said powering the next-generaiton of AI infrastructure requires deep collaboration across the industry. “Integration across the full computing stack, from silicon to system to rack, is essential to accelerating AI innovation that translates into real-world impact at scale. Later down the line, the two companies said they plan to discuss opportunities for a foundry partnership, through which Samsung will provide foundry services for next-generation AMD products. AMD is a competitor to AI chip trailblazer Nvidia, Last month, it struck a major deal with Meta Platforms to deploy 6 gigawatts’ worth of GPUs over the next five years, as it attempts to loosen Nvidia’s stranglehold over the GPU chip sector.
'Worst Disruption To Oil Flows Ever': Oil Surges After Iran's Oil, Gas Assets Attacked Energy headlines summary: Iran says oil and gas assets are under attack Iraq reroutes flows through Ceyhan Pipeline to Turkey Iran reiterates new rules in place for Hormuz transit "The blockade is now the worst disruption to oil flows ever. Real barrels are now disappearing from global oil markets, which can lea...
'Worst Disruption To Oil Flows Ever': Oil Surges After Iran's Oil, Gas Assets Attacked Energy headlines summary: Iran says oil and gas assets are under attack Iraq reroutes flows through Ceyhan Pipeline to Turkey Iran reiterates new rules in place for Hormuz transit "The blockade is now the worst disruption to oil flows ever. Real barrels are now disappearing from global oil markets, which can lead to demand destruction in the weeks to come." * * * Update (0748ET): WTI crude futures are surging after Iranian state TV reported that part of the South Pars gas field in the Persian Gulf area had been hit by an airstrike. South Pars is the backbone of Iran’s gas system and part of the world’s largest natural gas field, which Iran shares with Qatar, where the same reservoir is called the North Field. Most of Iran’s gas production comes from South Pars, making it central to power generation, industrial feedstock, petrochemical production, and winter heating demand in Iran. WTI futures quickly surged to $95/bbl on the news. Operation Epic Fury appears to have shifted toward targeting the IRGC’s funding lines. This was evident last week with strikes on the Kharg Island export hub. * * * Brent crude futures were directionless overnight, oscillating between $100 and $103 per barrel after news broke that Iraq had found a workaround for the Hormuz chokepoint by restarting exports through Turkey's Ceyhan port. Bloomberg reports that North Oil Co.'s oil pipeline to Ceyhan port, with an expected initial export capacity of 250,000 barrels, has begun operation. That is in addition to 210,000 barrels per day from Kurdistan through the northern pipeline, according to Oil Minister Hayyan Abdul Ghani. Ceyhan exports crude from the Kurdistan and Kirkuk fields (Iraq) to the Mediterranean port, effectively bypassing the chaos at the Hormuz chokepoint and in the Gulf region. Disruption of tanker flows in the critical waterway forced Iraqi oil production to plunge to about 1.4 million barrels...
Oliver Picard, chair of the National Pharmacy Association, told BBC Radio 5 Live that his pharmacies were getting a booking for a jab every two to three minutes with more than 100 overnight. "It is unsustainable," he said. "We don't have any vaccines. We always keep a small stock which was used up very quickly."
Oliver Picard, chair of the National Pharmacy Association, told BBC Radio 5 Live that his pharmacies were getting a booking for a jab every two to three minutes with more than 100 overnight. "It is unsustainable," he said. "We don't have any vaccines. We always keep a small stock which was used up very quickly."
luismmolina/iStock via Getty Images Gran Tierra Energy ( GTE ) down 12.2% pre-market Wednesday after saying four board members resigned due to disagreements over the handling of an audit committee investigation; following the resignations, the board reduced its size from nine directors to five. According to an 8-K filing , the resignations stemmed from a disagreement with the majority of the then ...
luismmolina/iStock via Getty Images Gran Tierra Energy ( GTE ) down 12.2% pre-market Wednesday after saying four board members resigned due to disagreements over the handling of an audit committee investigation; following the resignations, the board reduced its size from nine directors to five. According to an 8-K filing , the resignations stemmed from a disagreement with the majority of the then five-member audit committee regarding the handling of the committee's independent investigation into an anonymous complaint; the company said the complaint does not involve any allegations of fraudulent activity or misstatement in its financial statements. Separately, Gran Tierra ( GTE ) said it agreed to acquire a 49% working interest in the Tisquirama block in Colombia's Middle Magdalena Valley Basin; specific terms were not disclosed. The block contains the Tisquirama and San Roque fields, which produced an average of 2,500 boe/day on a gross basis in 2025 and are located adjacent to the company's Acordionero field. More on Gran Tierra Energy Gran Tierra Energy: Sell And Do Not Look Back Gran Tierra Energy: Attempting A Note Exchange To Push Out Its Debt Maturity Gran Tierra: Not A Helpful Budget
“We have eight days of weapons on hand for a major fight against China. That’s not deterrence. You need 800 days of weapons.” That’s Shyam Sankar, CTO of Palantir Technologies (NASDAQ:PLTR), in a recent on-camera interview. It’s the kind of statement that stops you cold, not because it’s provocative, but because it has the ring ... Palantir CTO: U.S. Has Only 8 Days of Weapons for China War, Needs...
“We have eight days of weapons on hand for a major fight against China. That’s not deterrence. You need 800 days of weapons.” That’s Shyam Sankar, CTO of Palantir Technologies (NASDAQ:PLTR), in a recent on-camera interview. It’s the kind of statement that stops you cold, not because it’s provocative, but because it has the ring ... Palantir CTO: U.S. Has Only 8 Days of Weapons for China War, Needs 800
Swiss pharma giant Roche (RHHBY) announced that it is expanding its AI (artificial intelligence) infrastructure by deploying an AI factory powered by 2,176 Nvidia (NVDA) GPUs (graphics processing units). Roche’s U.S.-listed shares rose 2.6% in Monday’s regular trading session. Roche Enhances AI Capabilities with Nvidia GPUs Roche highlighted that with the addition of the 2,176 Nvidia chips, the co...
Swiss pharma giant Roche (RHHBY) announced that it is expanding its AI (artificial intelligence) infrastructure by deploying an AI factory powered by 2,176 Nvidia (NVDA) GPUs (graphics processing units). Roche’s U.S.-listed shares rose 2.6% in Monday’s regular trading session. Roche Enhances AI Capabilities with Nvidia GPUs Roche highlighted that with the addition of the 2,176 Nvidia chips, the company’s combined on-premises and cloud infrastructure now exceeds 3,500 Blackwell GPUs, which is the “greatest announced GPU footprint available to a pharmaceutical company.” The company expects its enhanced AI infrastructure to accelerate the development of diagnostics solutions and therapeutics. Roche’s collaboration with Nvidia began in 2023. The company expects the latest deployment of Nvidia’s Blackwell chips to boost drug development through high-quality data and AI. Furthermore, Nvidia’s BioNeMo platform enhances Roche’s Lab-in-the-Loop, in which biological and chemical experiments are linked to the company’s AI models, enabling scientists to test hypotheses at scale and accelerate drug discovery. Similarly, NVIDIA Omniverse libraries will optimize Roche’s manufacturing, while NVIDIA Parabricks software will enhance diagnostics. In digital health, Roche leverages NVIDIA NeMo Guardrails to deliver reliable healthcare-grade conversational AI. Is Roche Stock a Buy, Hold, or Sell? Despite Roche’s AI focus, Wall Street is sidelined on the stock. Recently, BNP Paribas analyst Peter Verdult downgraded Roche stock to Hold from Buy with a price target of $50. The 4-star analyst lowered his estimates for Roche following the company’s recent pipeline updates, noting that major clinical updates are not coming until 2027. Overall, Wall Street has a Hold consensus rating on Roche stock based on three Holds and one Buy recommendation. The average RHHBY stock price target of $61 indicates 18.6% upside potential. RHHBY stock has risen 19.5% over the past year. Disclaimer & Disclosure...
2022 Getty Images / Getty Images News via Getty Images (2022 Getty Images / Getty Images News via Getty Images) Quick Read Palantir (PLTR) reported U.S. Government revenue of $570M in Q4 2025, up 66% year-over-year, with full-year 2026 guidance of $7.182 to $7.198B reflecting 61% growth, though the stock is down 14% year-to-date and trades at a P/E of 242x. Palantir’s CTO argues the U.S. maintains...
2022 Getty Images / Getty Images News via Getty Images (2022 Getty Images / Getty Images News via Getty Images) Quick Read Palantir (PLTR) reported U.S. Government revenue of $570M in Q4 2025, up 66% year-over-year, with full-year 2026 guidance of $7.182 to $7.198B reflecting 61% growth, though the stock is down 14% year-to-date and trades at a P/E of 242x. Palantir’s CTO argues the U.S. maintains only eight days of weapons inventory for a major China conflict versus the 800 days needed for true deterrence, suggesting increased defense spending would directly expand government-segment revenue for established defense contractors. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. "We have eight days of weapons on hand for a major fight against China. That's not deterrence. You need 800 days of weapons." That's Shyam Sankar, CTO of Palantir Technologies (NASDAQ:PLTR), in a recent on-camera interview. It's the kind of statement that stops you cold, not because it's provocative, but because it has the ring of someone who has actually seen the data. Sankar isn't a defense hawk performing for cameras. Palantir is one of the most deeply embedded defense-tech companies in America, with its Gotham platform running inside U.S. military and intelligence agencies. When the CTO of that company says the U.S. is eight days away from running dry in a major conflict with China, that's an operational read, not a political one. Read: Data Shows One Habit Doubles American’s Savings And Boosts Retirement Most Americans drastically underestimate how much they need to retire and overestimate how prepared they are. But data shows that people with one habit have more than double the savings of those who don’t. His argument is worth unpacking carefully. Sankar acknowledged he once believed the defense industry could accomplish its mission cheaper and more efficiently, and he still believes that's ...
Quick Read Palantir (PLTR) reported U.S. Government revenue of $570M in Q4 2025, up 66% year-over-year, with full-year 2026 guidance of $7.182 to $7.198B reflecting 61% growth, though the stock is down 14% year-to-date and trades at a P/E of 242x. Palantir’s CTO argues the U.S. maintains only eight days of weapons inventory for a major China conflict versus the 800 days needed for true deterrence,...
Quick Read Palantir (PLTR) reported U.S. Government revenue of $570M in Q4 2025, up 66% year-over-year, with full-year 2026 guidance of $7.182 to $7.198B reflecting 61% growth, though the stock is down 14% year-to-date and trades at a P/E of 242x. Palantir’s CTO argues the U.S. maintains only eight days of weapons inventory for a major China conflict versus the 800 days needed for true deterrence, suggesting increased defense spending would directly expand government-segment revenue for established defense contractors. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. "We have eight days of weapons on hand for a major fight against China. That's not deterrence. You need 800 days of weapons." That's Shyam Sankar, CTO of Palantir Technologies (NASDAQ:PLTR), in a recent on-camera interview. It's the kind of statement that stops you cold, not because it's provocative, but because it has the ring of someone who has actually seen the data. Sankar isn't a defense hawk performing for cameras. Palantir is one of the most deeply embedded defense-tech companies in America, with its Gotham platform running inside U.S. military and intelligence agencies. When the CTO of that company says the U.S. is eight days away from running dry in a major conflict with China, that's an operational read, not a political one. Read: Data Shows One Habit Doubles American’s Savings And Boosts Retirement Most Americans drastically underestimate how much they need to retire and overestimate how prepared they are. But data shows that people with one habit have more than double the savings of those who don’t. His argument is worth unpacking carefully. Sankar acknowledged he once believed the defense industry could accomplish its mission cheaper and more efficiently, and he still believes that's true. But his view has evolved: you have to raise the budget before you can reduce it. The logic is counterintui...
Nu Holdings Ltd. (NYSE:NU) is one of the Cheap Stocks to Buy for High Returns in 2026. On March 10, Nu Holdings Ltd. (NYSE:NU) announced the appointment of Kim Farrell as Global Marketing Director to help boost international growth and global branding. Kim Farrell will oversee global brand architecture, governance, and campaigns. Moreover, she will also work towards forming strategic partnerships ...
Nu Holdings Ltd. (NYSE:NU) is one of the Cheap Stocks to Buy for High Returns in 2026. On March 10, Nu Holdings Ltd. (NYSE:NU) announced the appointment of Kim Farrell as Global Marketing Director to help boost international growth and global branding. Kim Farrell will oversee global brand architecture, governance, and campaigns. Moreover, she will also work towards forming strategic partnerships to ensure brand consistency as the bank expands beyond Latin America. The report noted that Farrell will report to Cristina Junqueira, co-founder and CEO of the emerging US business. She brings more than 15 years of experience from TikTok and Google. Most recently, she was serving as Global Head of Creators at TikTok, with prior roles at Google and Booking.com. Nu Holdings Ltd. (NYSE:NU) operates as Nubank, one of the largest digital banking platforms in the world. The company ranks ninth in the list of 12 low price high volume stocks to buy right now. It was founded in 2013 and operates primarily across Brazil, Mexico, and Colombia. Nubank offers mobile-first financial products, including credit cards, digital accounts, loans, and investment services designed to deliver low-fee banking solutions to underserved consumers. While we acknowledge the potential of NU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.
Esteban Alejandro/iStock via Getty Images GeoPark Limited ( GPRK ) has long been one of the better managed South American companies. But the venture into Argentina has a bit more risk than I feel comfortable with. Argentina currently has the welcome mat out for foreign investment in this industry. This is one of the companies that came in. But Argentina politics can swing violently between left an...
Esteban Alejandro/iStock via Getty Images GeoPark Limited ( GPRK ) has long been one of the better managed South American companies. But the venture into Argentina has a bit more risk than I feel comfortable with. Argentina currently has the welcome mat out for foreign investment in this industry. This is one of the companies that came in. But Argentina politics can swing violently between left and right. Exxon Mobil ( XOM ) completed its exit f rom Argentina at the end of 2024. I take that as a risk warning about doing business in the country. Therefore, the latest runup in oil prices has put this company on my sell list. Stock Price The stock price has risen with the price of oil thanks to the Iranian situation. As shown below, the stock price is near its annual high point. GeoPark Limited Common Stock Price History And Key Valuation Measures (Seeking Alpha Website March 17, 2026) The long-term picture of the stock price has not been good for some time, as shown above. The actual general downtrend of the stock price is very clear from this chart. Admittedly the price earnings ratio is not all that high. But if future growth is going to come from Argentina, I would seek areas that are likely to be less risky long-term. The quant system currently has this listed as a hold. But I personally believe that may be a generous rating given the long-term stock price trend shown above. Management needs a reason for the company to show some long-term stock price progress. The acquisition of the Fronterra ( FECCF ) assets might have done the job for a year or two. But that idea is now "off the table". Other than the same factors that have largely influenced the company operations and future growth, there really is not much new here that would encourage me to hold this long-term. Grupo Gilinski This announcement o f an investment by Colden which is run by Jaime Gilinski who is one of two brothers running Grupo Gilinski on March 5, 2026. BOGOTA, Colombia--(BUSINESS WIRE)-- GeoPa...