"The regimes in Russia and Iran are brothers in hatred and that is why they are brothers in weapons," Zelensky said. "And we want regimes built on hatred, to never, never win in anything. And we want no such regime to threaten Europe or our partners."
"The regimes in Russia and Iran are brothers in hatred and that is why they are brothers in weapons," Zelensky said. "And we want regimes built on hatred, to never, never win in anything. And we want no such regime to threaten Europe or our partners."
Washington’s request to reschedule US President Donald Trump’s visit to Beijing reflects the reality that the war in Iran has not followed the script. It was anticipated that superior American power would result in a quick victory over Iran, which China considers a strategic partner and oil supplier, well ahead of a summit with President Xi Jinping. The United States has done all the running in th...
Washington’s request to reschedule US President Donald Trump’s visit to Beijing reflects the reality that the war in Iran has not followed the script. It was anticipated that superior American power would result in a quick victory over Iran, which China considers a strategic partner and oil supplier, well ahead of a summit with President Xi Jinping. The United States has done all the running in the preparations for the visit, including announcing the dates of March 31 to April 2. China had made no official announcement. The groundwork includes the latest round of trade talks in Paris between lead negotiators Vice-Premier He Lifeng and US Treasury Secretary Scott Bessent. Another round of talks is likely soon . In this regard, buying one more month is good for both sides. Advertisement Trump asked Beijing for a delay of “a month or so”. “We got a war going on. I think it’s important that I be here,” he told reporters. The war is not going as smoothly as expected, from the disruption of the oil trade to the reluctance of the US’ allies to join it. Trump is on the back foot and under pressure domestically. In that sense, the delay to the keenly anticipated summit may be to China’s advantage. But it will not affect its consistent approach in dealing with the US – that the two major powers must cooperate and seek common ground for the sake of global stability and mutual benefit. The delay does not mean, therefore, that bilateral communications are not working. In that regard, the Paris trade talks were key. They have helped pave the way for a summit between Xi and Trump at the right time with the right expectations. Advertisement The prevailing goal was stability. Chinese Vice-Commerce Minister Li Chenggang said both sides agreed to “continue to maintain the stability of tariffs” and discussed the possibility of a mechanism for promoting bilateral investment.
Earnings Call Insights: Kestra Medical Technologies, Ltd. (KMTS) Q3 2026 Management View Brian Webster, Founder, President, CEO & Director, opened by highlighting "the strong financial performance we had in the third quarter and the continued progress we are making on our key operational objectives." He emphasized the clinical impact of Kestra's ASSURE system, which detected and treated multiple l...
Earnings Call Insights: Kestra Medical Technologies, Ltd. (KMTS) Q3 2026 Management View Brian Webster, Founder, President, CEO & Director, opened by highlighting "the strong financial performance we had in the third quarter and the continued progress we are making on our key operational objectives." He emphasized the clinical impact of Kestra's ASSURE system, which detected and treated multiple life-threatening arrhythmias in a patient, noting, "What differentiates Kestra is not just the therapy we deliver, but the system we surrounded with, intelligent detection and protection, clinical insight and human engagement working together." Webster reported, "Revenue was $24.6 million with growth of 63% compared to the prior-year period. Gross margin of 52.6% was up 9 points year-over-year and 200 basis points sequentially, reflecting the attractive unit economics of our business model." Webster disclosed the FDA approval of a new ASSURE algorithm update, expected to deliver "an even lower rate of false alarms and inappropriate shocks, which are critical measures of both patient experience and clinical performance." He announced a "strategic collaboration with Biobeat Technologies to expand diagnostic insight for patients prescribed the ASSURE WCD," including a $5 million equity investment and planned integration of Biobeat’s ambulatory blood pressure monitoring technology. Webster shared progress in market access: "We recently became an approved Florida managed Medicaid provider and have subsequently signed contracts with 2 of the state's 4 largest managed Medicaid plans," and inclusion in the U.S. Department of Veterans Affairs federal supply schedule. CFO Vaseem Mahboob stated, "Total revenue was $24.6 million in the third quarter, an increase of 63% compared to the prior-year period... Gross margin was 52.6% in the third quarter compared to 43.4% in the prior-year period." Mahboob explained the margin expansion: "The continued expansion in gross margin was driven by ...
BlackLine (BL +7.34%) stock was well in the black on Tuesday, and that's an understatement. News that it's devoting many millions of dollars to refreshing its stock buyback program excited market players, and they collectively bid the specialty tech company's shares up by over 7% that trading session. A $500 million commitment In a regulatory filing that morning, BlackLine disclosed that its board...
BlackLine (BL +7.34%) stock was well in the black on Tuesday, and that's an understatement. News that it's devoting many millions of dollars to refreshing its stock buyback program excited market players, and they collectively bid the specialty tech company's shares up by over 7% that trading session. A $500 million commitment In a regulatory filing that morning, BlackLine disclosed that its board of directors authorized an increase to its existing share repurchase program. $100 million has been added to the existing authorization, bringing the total to $500 million. This matters because BlackLine has lately put its money where its mouth is. So far under the program, management has repurchased just over $270 million worth of its common stock. Such a strategy is sensible for these times. Like other software stocks, BlackLine has suffered notable declines in recent months as investors pivot out of such businesses on fears of disruption from artificial intelligence (AI). A boost in stock buybacks will hopefully provide some support and help draw investors back to BlackLine's equity. Expand NASDAQ : BL BlackLine Today's Change ( 7.34 %) $ 2.61 Current Price $ 38.19 Key Data Points Market Cap $2.1B Day's Range $ 36.63 - $ 38.41 52wk Range $ 31.75 - $ 59.57 Volume 2M Avg Vol 1.1M Gross Margin 75.21 % Back to the fundamentals I don't personally feel that any investor should rush into a stock solely on the strength of a buyback program; generally speaking, if a business isn't doing well, even a generous repurchase scheme won't support the price in the long term. BlackLine is in better shape than its recent battering on the exchange might indicate, with a top-line figure that's still heading north. Profitability is a bit erratic, though, so to me there are more attractive bargains in the beaten-down software space just now.
Key Points The total authorized amount is now $500 million. The company has already spent more than half of this. 10 stocks we like better than BlackLine › BlackLine (NASDAQ: BL) stock was well in the black on Tuesday, and that's an understatement. News that it's devoting many millions of dollars to refreshing its stock buyback program excited market players, and they collectively bid the specialt...
Key Points The total authorized amount is now $500 million. The company has already spent more than half of this. 10 stocks we like better than BlackLine › BlackLine (NASDAQ: BL) stock was well in the black on Tuesday, and that's an understatement. News that it's devoting many millions of dollars to refreshing its stock buyback program excited market players, and they collectively bid the specialty tech company's shares up by over 7% that trading session. A $500 million commitment In a regulatory filing that morning, BlackLine disclosed that its board of directors authorized an increase to its existing share repurchase program. $100 million has been added to the existing authorization, bringing the total to $500 million. 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 » This matters because BlackLine has lately put its money where its mouth is. So far under the program, management has repurchased just over $270 million worth of its common stock. Such a strategy is sensible for these times. Like other software stocks, BlackLine has suffered notable declines in recent months as investors pivot out of such businesses on fears of disruption from artificial intelligence (AI). A boost in stock buybacks will hopefully provide some support and help draw investors back to BlackLine's equity. Back to the fundamentals I don't personally feel that any investor should rush into a stock solely on the strength of a buyback program; generally speaking, if a business isn't doing well, even a generous repurchase scheme won't support the price in the long term. BlackLine is in better shape than its recent battering on the exchange might indicate, with a top-line figure that's still heading north. Profitability is a bit erratic, though, so to me there are more attractive bargains in the beaten-down software space just ...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. QUALCOMM (NasdaqGS:QCOM) has authorized a new $20b share repurchase program. The company has also announced an increase in its quarterly dividend. These capital return moves come as QUALCOMM continues to invest in areas such as automotive and AI. QUALCOMM is p...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. QUALCOMM (NasdaqGS:QCOM) has authorized a new $20b share repurchase program. The company has also announced an increase in its quarterly dividend. These capital return moves come as QUALCOMM continues to invest in areas such as automotive and AI. QUALCOMM is putting a clear spotlight on shareholder returns with a fresh $20b buyback authorization alongside a higher quarterly dividend. The stock trades at $131.59, with a return of 13.8% over 3 years and 10.8% over 5 years, while the return over the past year is a 13.8% decline. These figures give useful context as you weigh how this decision fits into the company’s recent share price journey. This larger capital return plan arrives as QUALCOMM faces shifting handset demand and more intense competition, while also pushing further into automotive and AI. For investors, the new buyback and higher dividend highlight how the board and management are choosing to allocate capital given the current business mix and upcoming challenges. Stay updated on the most important news stories for QUALCOMM by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on QUALCOMM. NasdaqGS:QCOM Earnings & Revenue Growth as at Mar 2026 Is QUALCOMM's dividend sustainable? Check out what every dividend investor needs to know in our dividend analysis. Quick Assessment ✅ Price vs Analyst Target : At US$131.59, QUALCOMM trades about 16% below the US$156.96 analyst price target. ✅ Simply Wall St Valuation : Shares are described as trading 10.1% below estimated fair value, which aligns with an undervalued status. ❌ Recent Momentum: The 30 day return is roughly a 6.5% decline, so price momentum has been weak into this announcement. There is only one way to know the right time to buy, sell or hold QUALCOMM. Head to the Simply Wall St company report for the lates...
Toshe_O/iStock via Getty Images Introduction Let me get this out of the way first: I have not converted myself from a roaring bear into a charging bull of Palantir ( PLTR ). What I have done instead is something perhaps more instructive: I have decided to stop betting against the stock. Last month, I closed my put options on Palantir when the shares were trading in the $130s. Those puts had been p...
Toshe_O/iStock via Getty Images Introduction Let me get this out of the way first: I have not converted myself from a roaring bear into a charging bull of Palantir ( PLTR ). What I have done instead is something perhaps more instructive: I have decided to stop betting against the stock. Last month, I closed my put options on Palantir when the shares were trading in the $130s. Those puts had been purchased by me when the stock was trading between $160 and $180 level, around the time I published my first article on PLTR in August 2025. I remember staring at the option chain and it hit me: even if my valuation thesis eventually proved correct, time decay might win the race against me. The trade produced only a moderate profit, as time decay quietly had eaten away the option value even when my bearish thesis was directionally correct (or I was lucky). My Earlier Bearish Thesis Stands In my two articles (the second one can be found here) on Palantir, I argued that the stock is considerably overpriced than what the company’s current financial performance, realistic growth trajectories, and competitive position could reasonably support. At the time, Palantir’s market capitalization had soared to around $400 billion. My central argument was not that Palantir’s business conditions or financial results were weak, although I do admit that my initial assessment of it in my first article as merely a software company was too backward-looking and bearish. During the course of the last six months, I have become more appreciative of the fact that the company has built a highly sophisticated data analytics platform with a strong presence in the defense and intelligence market. I know many of you are tired of hearing this, but my concern was primarily about the valuation of Palantir as an enterprise, and valuation eventually matters. The Fourth-Grade Math Still Matters Valuation ultimately has to be reduced to simple arithmetic, or what I call fourth-grade mathematics. It is like grav...
Toshe_O/iStock via Getty Images Introduction Let me get this out of the way first: I have not converted myself from a roaring bear into a charging bull of Palantir ( PLTR ). What I have done instead is something perhaps more instructive: I have decided to stop betting against the stock. Last month, I closed my put options on Palantir when the shares were trading in the $130s. Those puts had been p...
Toshe_O/iStock via Getty Images Introduction Let me get this out of the way first: I have not converted myself from a roaring bear into a charging bull of Palantir ( PLTR ). What I have done instead is something perhaps more instructive: I have decided to stop betting against the stock. Last month, I closed my put options on Palantir when the shares were trading in the $130s. Those puts had been purchased by me when the stock was trading between $160 and $180 level, around the time I published my first article on PLTR in August 2025. I remember staring at the option chain and it hit me: even if my valuation thesis eventually proved correct, time decay might win the race against me. The trade produced only a moderate profit, as time decay quietly had eaten away the option value even when my bearish thesis was directionally correct (or I was lucky). My Earlier Bearish Thesis Stands In my two articles (the second one can be found here) on Palantir, I argued that the stock is considerably overpriced than what the company’s current financial performance, realistic growth trajectories, and competitive position could reasonably support. At the time, Palantir’s market capitalization had soared to around $400 billion. My central argument was not that Palantir’s business conditions or financial results were weak, although I do admit that my initial assessment of it in my first article as merely a software company was too backward-looking and bearish. During the course of the last six months, I have become more appreciative of the fact that the company has built a highly sophisticated data analytics platform with a strong presence in the defense and intelligence market. I know many of you are tired of hearing this, but my concern was primarily about the valuation of Palantir as an enterprise, and valuation eventually matters. The Fourth-Grade Math Still Matters Valuation ultimately has to be reduced to simple arithmetic, or what I call fourth-grade mathematics. It is like grav...
Everpure has recently expanded Evergreen//One to FlashBlade//EXA and unveiled the upcoming Everpure Data Stream beta, aiming to cut cost and complexity barriers in enterprise AI by combining high-throughput flash storage with automated data pipelines. By aligning FlashBlade//EXA with NVIDIA’s STX reference architecture and securing industry benchmark records for AI workloads, Everpure is positioni...
Everpure has recently expanded Evergreen//One to FlashBlade//EXA and unveiled the upcoming Everpure Data Stream beta, aiming to cut cost and complexity barriers in enterprise AI by combining high-throughput flash storage with automated data pipelines. By aligning FlashBlade//EXA with NVIDIA’s STX reference architecture and securing industry benchmark records for AI workloads, Everpure is positioning its platform as core infrastructure for large-scale training, inference, and “AI factory” deployments. Next, we’ll examine how Everpure’s Evergreen//One for FlashBlade//EXA launch could reshape the company’s AI-focused investment narrative and growth drivers. Outshine the giants: these 22 early-stage AI stocks could fund your retirement. Everpure Investment Narrative Recap To own Everpure, you need to believe its AI centric storage platform can translate strong technical benchmarks and hyperscaler traction into durable, higher quality revenue. The Evergreen//One expansion to FlashBlade//EXA and the upcoming Data Stream beta support the near term AI infrastructure catalyst, while the biggest current risk remains execution on the mix shift toward as a service and hyperscaler scale outs. This week’s news reinforces that story rather than materially changing it. Among recent developments, ActiveCluster for file stands out as closely connected to the Evergreen//One and FlashBlade//EXA news. ActiveCluster’s fleet wide data mobility and continuous access features are designed to keep AI and analytics workloads available across environments, which directly supports Everpure’s push into “AI factory” use cases. Together, these platform upgrades could influence how investors view the durability of growth in AI related demand and subscription style revenues. Yet, even with these promising AI announcements, investors should still be aware that... Read the full narrative on Everpure (it's free!) Everpure's narrative projects $5.1 billion revenue and $571.5 million earnings by 2028. Th...
Qfin Holdings Inc. - Sponsored ADR (QFIN) came out with quarterly earnings of $1.12 per share, missing the Zacks Consensus Estimate of $1.13 per share. This compares to earnings of $1.82 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -0.44%. A quarter ago, it was expected that this company would post earnings of $1...
Qfin Holdings Inc. - Sponsored ADR (QFIN) came out with quarterly earnings of $1.12 per share, missing the Zacks Consensus Estimate of $1.13 per share. This compares to earnings of $1.82 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -0.44%. A quarter ago, it was expected that this company would post earnings of $1.68 per share when it actually produced earnings of $1.52, delivering a surprise of -9.52%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Qfin Holdings Inc. - Sponsored ADR, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $585.25 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 6.87%. This compares to year-ago revenues of $614.07 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Qfin Holdings Inc. - Sponsored ADR shares have lost about 27.7% since the beginning of the year versus the S&P 500's decline of 2.1%. What's Next for Qfin Holdings Inc. - Sponsored ADR? While Qfin Holdings Inc. - Sponsored ADR has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested r...
热点聚焦 1.阿里发布企业级AI原生工作平台——“悟空”，其目标是让每个团队、每家公司，都拥有一支24小时工作的“龙虾军团”。阿里生态的ToB能力将以skills形式嵌入该平台，作为在企业工作场景的统一出口，悟空还将同步进军全球市场，后续支持连接全球主流 IM 平台如微信、slack等。 2.为应对燃油价格上涨，在3月12日上调燃油附加费后，香港航空昨日发通知，将于18日再次上调燃油附加费：由中国...