The price action in technology stocks has been mixed, with the industry making some big investments on the back of global artificial intelligence (AI) demand. One McKinsey report from 2025 indicates that a “$5.2 trillion investment in data centers will be needed by 2030," per Reuters. As tech giants undertake these investments, there is an element of skepticism in the markets. This, however, provi...
The price action in technology stocks has been mixed, with the industry making some big investments on the back of global artificial intelligence (AI) demand. One McKinsey report from 2025 indicates that a “$5.2 trillion investment in data centers will be needed by 2030," per Reuters. As tech giants undertake these investments, there is an element of skepticism in the markets. This, however, provides invesotrs with an opportunity for a good entry point into innovation-driven tech companies like Meta Platforms (META). META stock is currently up 8% for the past 52 weeks but down roughly 1% year-to-date (YTD). Recently, Meta Platforms announced the establishment of an AI engineering organization to boost superintelligence efforts. The organization will partner with Meta's Superintelligence Lab to build the data engine that helps improve the company's models. It’s worth noting that Meta has already been working on AI models, with plans to start shipping in the coming months. With Meta moving beyond 2D screens, the focus on AI-driven innovation is likely to unlock value. Potential game changers include the company's Meta Quest devices, its AI glasses and its broad focus on entertainment, gaming, fitness, and learning. Accordingly, it might be a good time for investors to consider exposure to META stock. About Meta Platforms Stock Headquartered in Menlo Park, California, Meta Platforms develops products that enable people to connect and share through devices like smartphones, computers, and virtual reality (VR) headsets. This objective is served through the company's apps, which include Facebook, Messenger, Instagram, and WhatsApp. Meta has a strong global presence and reported 3.58 billion daily active users on its apps as of December 2025. For fiscal 2025, Meta reported total revenue of $201 billion. Of this figure, advertising revenue was $196.2 billion, remaining the growth driver. The company's Reality Labs revenue was $2.2 billion for the full year while Family of A...
Olena Bartienieva/iStock via Getty Images AeroVironment ( AVAV ) has lost 6% following the earnings report in which the termination of the SCAR contract was announced. I believe that in the non-kinetic counter-drone segment, AeroVironment has one of the most promising solutions. However, we note that the stock has lost over 20% since my last report , probably making it one of my worst buy calls. I...
Olena Bartienieva/iStock via Getty Images AeroVironment ( AVAV ) has lost 6% following the earnings report in which the termination of the SCAR contract was announced. I believe that in the non-kinetic counter-drone segment, AeroVironment has one of the most promising solutions. However, we note that the stock has lost over 20% since my last report , probably making it one of my worst buy calls. In this report, I discuss the SCAR contract termination, AeroVironment’s Q3 2026 earnings, and update my price target. AeroVironment SCAR Contract Keeps Drone And Counter-Drone Specialist Grounded Amid the escalation in the Middle East, drone and counter-drone stocks surged. While I have marked AeroVironment as one of the strongest providers of counter-drone solutions , the stock barely benefited from positive momentum for drone-themed stocks. The reason is the SCAR contract. Shortly after the escalation in Iran, Raymond James downgraded AeroVironment due to the contract worry on the SCAR program. The SCAR program is the Satellite Communication Augmentation Resource for the US Space Force. The purpose of the program is expansion of satellite communication capacity for military operations using phased array antenna systems. The $1.4 billion unfunded backlog provided a significant opportunity for AeroVironment and was acquired through the acquisition of BlueHalo. Following the drop in the share price, the company confirmed that work on the program was paused while both parties worked together to transfer the contract to a fixed-price contract with an expedited timeline. Investors reacted positively to this news. However, it now turns out that the Space Force and AeroVironment did not reach an agreement, and the contract will be terminated, and through a recompete, new candidates, including AeroVironment, can bid for the contract. It is extremely disappointing that the update from AeroVironment drew an extremely rosy picture on the prospects of the SCAR program. For that reason...
Tesla Inc. (NASDAQ:TSLA) is reportedly ramping up the manufacture of its steering-wheel-less Cybercabs at its Giga Texas factory in Austin ahead of a potential April launch. Social media posts from the factory this week revealed Tesla loading more than a dozen Cybercabs onto transport trucks. The company is setting up the production line to churn out hundreds of these vehicles every week, reported...
Tesla Inc. (NASDAQ:TSLA) is reportedly ramping up the manufacture of its steering-wheel-less Cybercabs at its Giga Texas factory in Austin ahead of a potential April launch. Social media posts from the factory this week revealed Tesla loading more than a dozen Cybercabs onto transport trucks. The company is setting up the production line to churn out hundreds of these vehicles every week, reported the Wall Street Journal. The automaker has also been recruiting and bringing in new machinery to boost the Cybercab production. However, Morgan Stanley analyst Andrew Percoco believes that Tesla won’t sell many of these Cybercabs initially. Instead, he suggests the company will deploy them in its own Robotaxi ride-share service. Percoco said it will take time for buyers to “get accustomed” to purchasing cars without a steering wheel. Tesla did not immediately respond to Benzinga’s request for comments. Slow Production, NHTSA Hurdles Earlier in February, Tesla revealed the first production version of the Cybercab, priced at $30,000. The milestone was announced by CEO Elon Musk, who congratulated the Tesla team on the achievement. Musk also reiterated the April goal for the Cybercab, saying production will be “agonizingly slow” at first. Despite the slow start, the billionaire’s ambitious target is to produce 2 million cybercabs a year. Tesla must secure approval from the National Highway Traffic Safety Administration (NHTSA) to sell the Cybercab, which lacks a steering wheel, pedals, and side mirrors. NHTSA can grant exemptions for up to 2,500 non-compliant vehicles annually, but Tesla has not yet applied. Without an exemption, the company must certify full compliance with federal safety standards, or risk recalls, fines, and potential litigation if the vehicles are found non-compliant. Price Action: On a year-to-date basis, Tesla stock declined 6.91%, as per data from Benzinga Pro. Disclaimer: This content was partially produced with the help of AI tools and was reviewed a...
Minisforum has confirmed new details about its upcoming N5 Max network-attached storage solution. Featuring an AMD Ryzen AI Max+ 395 APU and its Radeon 8060S iGPU, the Minisforum N5 Max has been confirmed to support local LLM deployment out of the box, too. 4 Reviews ← exclude selected types ← exclude selected tags Minisforum has shared more information about its next network-attached storage (NAS...
Minisforum has confirmed new details about its upcoming N5 Max network-attached storage solution. Featuring an AMD Ryzen AI Max+ 395 APU and its Radeon 8060S iGPU, the Minisforum N5 Max has been confirmed to support local LLM deployment out of the box, too. 4 Reviews ← exclude selected types ← exclude selected tags Minisforum has shared more information about its next network-attached storage (NAS) device on its global social media channels. For context, the company first teased the N5 Max at CES 2026 in January. While we have reviewed the N5 Pro (curr. $959 on Amazon), Minisforum also sells the N5 and N5 Air with AMD Hawk Point APUs. By contrast, the N5 Max leverages AMD's more powerful Strix Halo architecture. Apparently, Minisforum still plans to launch its new NAS with the Ryzen AI Max+ 395 despite AMD now offering the cheaper Ryzen AI Max+ 392 to OEMs, too. As such, the N5 Max will have 16 Zen 5 CPU cores at its disposal with 32 threads and a Radeon 8060S iGPU too.
By Brian Lantier, CFA NYSE:RERE READ THE FULL RERE RESEARCH REPORT Before the market opened on March 11, ATRenew (NYSE:RERE) released its fourth-quarter and full-year results for 2025, demonstrating that the company's deep consumer connection and market penetration can enable it to thrive even in challenging operating environments. Despite smartphone shipments falling slightly in China last year, ...
By Brian Lantier, CFA NYSE:RERE READ THE FULL RERE RESEARCH REPORT Before the market opened on March 11, ATRenew (NYSE:RERE) released its fourth-quarter and full-year results for 2025, demonstrating that the company's deep consumer connection and market penetration can enable it to thrive even in challenging operating environments. Despite smartphone shipments falling slightly in China last year, the company's position as the premier destination for consumers to recycle their previous-generation smartphones enabled it to capitalize on strong upgrade cycles, particularly among Apple iPhone users. The Apple iPhone 17 was released on September 19, and strong demand in China enabled Apple to reclaim its lead as the top smartphone manufacturer in the fourth quarter of 2025, with 22% market share. The popularity of this iPhone model led to a strong upgrade cycle among current iPhone users who owned older models, reversing a trend of declining sales in the Chinese market for Apple. The base model iPhone 17 was priced at RMB5,999 to ensure it fell within the Chinese government's subsidy guidelines for consumer electronics upgrades, including smartphones priced under RMB6,000. At this point, it is unclear whether Apple's resurgence in the Chinese market is sustainable or whether this was merely a bump driven by a larger-than-normal upgrade cycle coinciding with smartphone subsidies for models priced under RMB6,000. Total net revenues at ATRenew jumped 29% from the same period of 2024 to RMB6.25 billion ($894 million) and were up 21.5% sequentially from the third quarter of 2025 due in large part to the surge of iPhone 17 sales which led to large number of trade-ins of older iPhone models and several android model updates from companies like Oppo, Huawei and Vivo. Total revenues for ATRenew exceeded our forecast by 2.2%, or RMB134 million, principally due to increased unit volumes and higher pricing across the full spectrum of pre-owned smartphones, driven, in part, by higher...
“Marvell tech had $1 billion more in sales than anyone thought. It’s involved directly with the data center. It’s got optical, it’s got fantastic equipment.” That was Jim Cramer on Friday, pointing to Marvell Technology as the standout report from the prior night. The stock was up sharply in pre-market trading, and Cramer’s framing raises ... Cramer: Marvell beat by $1B in sales, data center play ...
“Marvell tech had $1 billion more in sales than anyone thought. It’s involved directly with the data center. It’s got optical, it’s got fantastic equipment.” That was Jim Cramer on Friday, pointing to Marvell Technology as the standout report from the prior night. The stock was up sharply in pre-market trading, and Cramer’s framing raises ... Cramer: Marvell beat by $1B in sales, data center play to watch
The Sansevero Chapel Museum in Naples will allow dozens of visually impaired visitors to take part in a rare tactile experience, letting them touch the celebrated works of art including the Veiled Christ, which is widely regarded as one of the most striking masterpieces in the history of sculpture. On 17 March, the museum will host an initiative called La meraviglia a portata di mano – Wonder with...
The Sansevero Chapel Museum in Naples will allow dozens of visually impaired visitors to take part in a rare tactile experience, letting them touch the celebrated works of art including the Veiled Christ, which is widely regarded as one of the most striking masterpieces in the history of sculpture. On 17 March, the museum will host an initiative called La meraviglia a portata di mano – Wonder within reach – organised in partnership with the Italian Union of the Blind and Visually Impaired of Naples, offering about 80 blind and partially sighted visitors a chance to encounter the marble masterpieces. Visitors will be guided through the chapel by guides who are also visually impaired in a programme designed to place accessibility at the centre of the museum experience. View image in fullscreen The protective barrier surrounding the sculptures will be removed, allowing participants, wearing latex gloves, to explore by touch the intricate marble surface of the sculptures. Photograph: Andrea Salzillo for Rive Studio The protective barrier surrounding the sculptures will be removed, allowing participants, wearing latex gloves, to explore by touch the intricate marble surface of the sculptures including Giuseppe Sanmartino’s Veiled Christ, which depicts Jesus covered by a transparent shroud made from the same block as the statue. The tactile route will also extend to the reliefs at the feet of the sculptures La Pudicizia and Il Disinganno. Chiara Locovardi, a guide, told the state agency Ansa: “The veil covering Christ is extraordinary. It’s impossible to understand how Sanmartino managed to create it. The veil defies explanation – for those who can see and for those who cannot. When you touch it, you can feel the veins pulsing beneath.” Completed in 1753, the Veiled Christ is one of the most astonishing achievements in marble. The transparency of the shroud covering Jesus’s body appears so real that many still believe it must be the result of some lost alchemy capable of ...
Tottenham have pushed back the deadline for supporters to renew their season tickets to allow them more time to make their decisions based on which division the club will play in. In the previous two campaigns, fans have had to renew very shortly after the final game but this time, as the team fight for their Premier League survival, they have been given until 7 June – two weeks after the last mat...
Tottenham have pushed back the deadline for supporters to renew their season tickets to allow them more time to make their decisions based on which division the club will play in. In the previous two campaigns, fans have had to renew very shortly after the final game but this time, as the team fight for their Premier League survival, they have been given until 7 June – two weeks after the last match, which is at home against Everton on 24 May. Spurs have written to their season-ticket holders to inform them of the period of grace. “We recognise the seriousness of the current league position of our men’s team,” the club said. “And, following discussions with our Fan Advisory Board and the Tottenham Hotspur Supporters’ Trust, can confirm the renewal window for 2026/27 will now remain open for an extended period until Sunday 7 June to ensure fans have full clarity on next season before renewing. “Everyone at the club remains absolutely steadfast in our collective commitment to improve our Premier League position and finish the current season as strongly as possible.” Spurs are 16th in the table after a disastrous run of 11 games without a win – their worst sequence since 1975. They have lost five on the spin and sit one point above the relegation zone before Sunday’s visit to Liverpool. The interim manager, Igor Tudor, who has lost each of his four matches since replacing Thomas Frank, is clinging to his job. Spurs have frozen general admission season tickets for 2026-27 and there will be concessions for juniors and seniors. It is unclear whether they would reduce prices if they went down, when there would be four more league matches. A previously unthinkable relegation would be devastating for revenue. The mood around the club is febrile, the players’ morale at rock bottom as Tudor flails. The Supporters’ Trust called for the club to refund the price of fans’ match tickets to Tuesday night’s 5-2 Champions League defeat at Atlético Madrid. “Tonight’s performance and re...
Palantir Technologies (NASDAQ:PLTR) is trading around $152 in premarket hours this Thursday morning. Currently, shares sit roughly 27% below the 52-week high of $207.52. That’s a meaningful haircut for a company that just posted one of the most impressive earnings quarters in its history. The gap between Palantir’s business fundamentals and the stock price is ... Palantir Is Down 27% — Is This a C...
Palantir Technologies (NASDAQ:PLTR) is trading around $152 in premarket hours this Thursday morning. Currently, shares sit roughly 27% below the 52-week high of $207.52. That’s a meaningful haircut for a company that just posted one of the most impressive earnings quarters in its history. The gap between Palantir’s business fundamentals and the stock price is ... Palantir Is Down 27% — Is This a Collapse or a Buying Opportunity?
Quick Read Palantir Technologies (PLTR) stock has pulled back sharply from its 52-week high despite exceptional business execution, with the decline driven by valuation concerns at a forward P/E of 125x that leaves no room for execution errors in an increasingly competitive AI market. Palantir posted Q4 2025 revenue of $1.406B, up 70% year-over-year, with U.S. commercial revenue surging 137% to $5...
Quick Read Palantir Technologies (PLTR) stock has pulled back sharply from its 52-week high despite exceptional business execution, with the decline driven by valuation concerns at a forward P/E of 125x that leaves no room for execution errors in an increasingly competitive AI market. Palantir posted Q4 2025 revenue of $1.406B, up 70% year-over-year, with U.S. commercial revenue surging 137% to $507M, demonstrating that business is robust. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. Palantir Technologies (NASDAQ:PLTR) is trading around $152 in premarket hours this Thursday morning. Currently, shares sit roughly 27% below the 52-week high of $207.52. That's a meaningful haircut for a company that just posted one of the most impressive earnings quarters in its history. The gap between Palantir's business fundamentals and the stock price is exactly what makes this moment worth examining closely. The Debate Surrounding Palantir The pullback is not a story about a broken company. It's a story about a stock that got very far ahead of itself, and is now digesting a valuation that still demands a lot of future perfection. READ: The analyst who called NVIDIA in 2010 just named his top 10 AI stocks PLTR stock is down about 14.71% year-to-date, after opening 2026 near $177.75. But zoom out one year and the stock is still up 94%, which puts the recent slide in proper context. Reddit's r/stocks community captured the tension well in a thread titled "PLTR: If it does not make sense to buy the whole company, it does not make sense to buy a single share." This drew hundreds of comments debating whether the AI software leader is genuinely worth its price; that debate is the entire story right now. A Business Firing on All Cylinders Palantir Technologies reported Q4 2025 revenue of $1.406 billion, up 70% year-over-year, beating estimates by 5.74%. Adjusted EPS came in at $0.25 versus the $0.18 estimate, a beat of nearly 39%. These are no...