In today's video, I discuss recent updates affecting Nebius (NASDAQ: NBIS) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. 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 bo...
In today's video, I discuss recent updates affecting Nebius (NASDAQ: NBIS) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. 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 » *Stock prices used were the after-market prices of March 11, 2026. The video was published on March 11, 2026. Should you buy stock in Nebius Group right now? Before you buy stock in Nebius Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nebius Group wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $522,791!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,132,678!* Now, it’s worth noting Stock Advisor’s total average return is 952% — a market-crushing outperformance compared to 191% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 11, 2026. Jose Najarro has positions in Nebius Group and Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and opinion...
Key Points Lead Edge Capital Management sold 74,947 shares of NCR Atleos in the fourth quarter; the estimated trade size was $2.81 million based on quarterly average prices. Meanwhile, the quarter-end position value declined by $3.87 million, reflecting both the share sale and price changes. At quarter's end, the fund reported holding 768,415 NATL shares valued at $29.28 million. 10 stocks we like...
Key Points Lead Edge Capital Management sold 74,947 shares of NCR Atleos in the fourth quarter; the estimated trade size was $2.81 million based on quarterly average prices. Meanwhile, the quarter-end position value declined by $3.87 million, reflecting both the share sale and price changes. At quarter's end, the fund reported holding 768,415 NATL shares valued at $29.28 million. 10 stocks we like better than Ncr Atleos › Lead Edge Capital Management trimmed its stake in NCR Atleos (NYSE:NATL), selling 74,947 shares in the fourth quarter for an estimated $2.81 million based on average quarterly pricing, according to a February 17, 2026, SEC filing. What happened According to an SEC filing dated February 17, 2026, Lead Edge Capital Management reduced its holding in NCR Atleos by 74,947 shares in the fourth quarter. The estimated transaction value was $2.81 million, based on the average closing price for the period. The fund’s quarter-end position value decreased by $3.87 million, a change that includes both trading activity and stock price movement. What else to know This was a partial sale; NCR Atleos now represents 7.51% of the fund’s 13F reportable assets under management (AUM). Top five holdings after the filing: NYSE:YEXT: $103.10 million (26.4% of AUM) NASDAQ:APPN: $56.98 million (14.6% of AUM) NASDAQ:RELY: $56.03 million (14.4% of AUM) NASDAQ:MDB: $53.74 million (13.8% of AUM) NYSE:CWAN: $46.95 million (12.0% of AUM) As of Wednesday, shares of NCR Atleos were priced at $44.45, up 75% over the past year and well outperforming the S&P 500’s roughly 21% gain in the same period. Company overview Metric Value Price (as of Wednesday) $44.45 Market capitalization $3.3 billion Revenue (TTM) $4.4 billion Net income (TTM) $162 million Company snapshot NCR Atleos provides self-directed banking solutions, including ATM hardware/software, managed ATM services, financial services kiosks, and a network of ATMs and digital banking access points. The firm generates revenue thr...
The UN Security Council on Wednesday called for Iran to halt its attacks on Gulf states, in a resolution that did not mention US or Israeli strikes on Iran, prompting Tehran’s ambassador to decry a “blatant misuse” of the international body. The resolution, passed by 13 votes with two abstentions, “demands the immediate cessation of all attacks by the Islamic Republic of Iran against Bahrain, Kuwa...
The UN Security Council on Wednesday called for Iran to halt its attacks on Gulf states, in a resolution that did not mention US or Israeli strikes on Iran, prompting Tehran’s ambassador to decry a “blatant misuse” of the international body. The resolution, passed by 13 votes with two abstentions, “demands the immediate cessation of all attacks by the Islamic Republic of Iran against Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, the United Arab Emirates and Jordan”. It also “condemns any actions or threats by the Islamic Republic of Iran aimed at closing, obstructing, or otherwise interfering with international navigation through the Strait of Hormuz”. Advertisement Iran has repeatedly struck Gulf states in retaliation for US-Israeli attacks that killed Iranian supreme leader Ayatollah Ali Khamenei and continue to pummel Iranian sites. The Islamic republic has also fired on commercial ships passing through the Strait of Hormuz, a crucial sea passage for the global fuel trade, in a bid to inflict pain on the global economy. Iran says it will halt strikes on neighbouring nations Iran says it will halt strikes on neighbouring nations Jamal Fares Alrowaiei, the UN ambassador of Bahrain, which introduced the resolution sponsored by 135 countries, said its passing reflected the Gulf’s key role in the global economy.
Earnings Call Insights: Petco Health and Wellness Company, Inc. (WOOF) Q4 2025 Management View Joel Anderson, CEO, stated that "Q4 sales were in line with our outlook, and we performed better than our adjusted EBITDA quarterly goal." He highlighted a 21% increase in adjusted EBITDA and a 77% rise in operating cash flow for the year. Anderson emphasized a meaningful reduction in leverage ratio and ...
Earnings Call Insights: Petco Health and Wellness Company, Inc. (WOOF) Q4 2025 Management View Joel Anderson, CEO, stated that "Q4 sales were in line with our outlook, and we performed better than our adjusted EBITDA quarterly goal." He highlighted a 21% increase in adjusted EBITDA and a 77% rise in operating cash flow for the year. Anderson emphasized a meaningful reduction in leverage ratio and greater financial flexibility as a result of improved profitability and cash flow, crediting the recently rebuilt leadership team with this progress. He named Sabrina Simmons (CFO), Michael Romanko (Chief Customer and Product Officer), and Joe Venezia (Chief Revenue Officer) as key recent appointments. Anderson revealed the completion of Petco's North Star strategy, which included customer segmentation and needs analysis. He identified the most important customer segment as "passionate explorers"—pet parents seeking innovation and expert support. The company’s 2026 execution will center on four pillars: compelling product (with new brands and own brand expansion), services at scale, trusted store experience, and an integrated omnichannel model. Sabrina Simmons, CFO, reported "for the full year 2025, we expanded our gross margin rate 66 basis points to 38.7%, leveraged SG&A 124 basis points to 36.6%, improved our operating profit by $113 million and expanded our operating margin by 190 basis points." She also stated, "increased adjusted EBITDA 21.3% to $408 million with a margin of 6.8%, and we delivered positive GAAP net income for the year." Simmons noted that free cash flow improved 276% to $187 million, and that net debt to EBITDA improved from 4.2x to 3x at year-end. She stated, "net sales were down 2.4% to $1.52 billion with comp sales down 1.6%" for Q4, reflecting a strategic move away from unprofitable sales and a series of net store closures. Outlook Simmons guided for Q1 2026 net sales to be down 1% to flat versus the prior year, with comp sales roughly flat at the...
And then of course there is the choreography of such a major political event, from the practised pitch of the band, to the diligence of delegates who sit and listen to speeches and even turn pages in perfect unison.
And then of course there is the choreography of such a major political event, from the practised pitch of the band, to the diligence of delegates who sit and listen to speeches and even turn pages in perfect unison.
The Trump administration plans to release 172 million barrels from the US emergency oil reserve as part of the coordinated effort by nations around the world to ease surging crude and gasoline prices amid the Iran war. The release, announced in a statement by Energy Secretary Chris Wright , will take about 120 days to fully deliver. The oil will come from the US Energy Department’s Strategic Petro...
The Trump administration plans to release 172 million barrels from the US emergency oil reserve as part of the coordinated effort by nations around the world to ease surging crude and gasoline prices amid the Iran war. The release, announced in a statement by Energy Secretary Chris Wright , will take about 120 days to fully deliver. The oil will come from the US Energy Department’s Strategic Petroleum Reserve. It’s part of the plan by member nations of the International Energy Agency to discharge a total 400 million barrels from reserves globally. Crude and gasoline prices have climbed dramatically since the US and Israel began attacking Iran Feb. 28. The war has brought shipping traffic to a virtual standstill in the Strait of Hormuz, through which roughly a fifth of the world’s oil flows. The Strategic Petroleum Reserve currently contains about 415 million barrels, about 60% of its capacity, following a series of drawdowns by the former Biden administration. Those included a record sale of 180 million barrels to help lower gasoline prices after Russia’s 2022 invasion of Ukraine that drew criticism from Trump and other Republicans. President Donald Trump has vowed to refill the reserve. It was created after the Arab oil embargo in the 1970s in salt caverns across the U.S. Gulf Coast. It has a maximum capacity of about 713.5 million barrels.
In this article XOM CVX ORCL Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 7:29 07:29 We got verification of the strength of the data center theme with Oracle earnings, says Jim Cramer Mad Money with Jim Cramer CNBC's Jim Cramer is warning against trying to ignore the Iran war because rising oil prices could eventually overwhelm even the best stock ideas. "The war cannot be ring-...
In this article XOM CVX ORCL Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 7:29 07:29 We got verification of the strength of the data center theme with Oracle earnings, says Jim Cramer Mad Money with Jim Cramer CNBC's Jim Cramer is warning against trying to ignore the Iran war because rising oil prices could eventually overwhelm even the best stock ideas. "The war cannot be ring-fenced, no matter what we do. I don't want to sugarcoat it. We can't avoid this issue," Cramer said on "Mad Money" on Wednesday evening. "People are trying to dismiss the impact of the war, or they're trying to see through it, see past it until it's over." That may be why the market was not down more on Wednesday. The S&P 500 closed slightly lower in a session marked by a 5% jump in U.S. oil prices. That's a far cry from Monday's spike up to $119 and change per barrel. But current West Texas intermediate crude levels above $88 per barrel are still up more than 50% year to date. Investors appear to be counting on the release of global strategic petroleum reserves to cushion the stock market until the conflict ends. President Donald Trump said Wednesday evening he would tap the U.S. Strategic Petroleum Reserve to help ease energy prices. Earlier in the day, the International Energy Agency agreed to release 400 million barrels of oil to address global supply disruption. Those moves, while positive, are just Band-Aids. "Without some reason to believe that the war's ending, there's nothing that can stop oil from eventually soaring to $120 and beyond," Cramer said. "That will bust any ring fence. All bullish bets would be off." A spike back to those levels or worse could trigger widespread selling across stocks, he added, saying "The selling in the S&P futures would be so outrageous that even the stocks of Exxon and Chevron would get crushed too, simply because they're part of the index." Still, Cramer outlined several themes investors could consider if oil stabilizes and tension...
mustafaU/iStock via Getty Images The private credit space is garnering a lot of headlines of late for all the wrong reasons. Investors seem to be increasingly worried about potentially systemic risks to the space coming out of what might turn out to have been lax underwriting practices. Blue Owl Capital Inc. ( OWL ) has been one of the central figures in this saga. In this article, I’m going to as...
mustafaU/iStock via Getty Images The private credit space is garnering a lot of headlines of late for all the wrong reasons. Investors seem to be increasingly worried about potentially systemic risks to the space coming out of what might turn out to have been lax underwriting practices. Blue Owl Capital Inc. ( OWL ) has been one of the central figures in this saga. In this article, I’m going to assess the investment potential of OWL shares in light of what’s been going on with the industry, the firm, and the stock. It will be my contention that, even though the shares might look optically cheap, there is simply too much further downside risk here to attempt to catch this falling knife. “But It’s So Cheap!” The OWL bulls are currently pounding the table about how cheap the stock is. And how couldn’t it be after all this: Source: Seeking Alpha The stock is down over 48% in the past year, down nearly 56% from the March 25 th , 2025 high. The stock currently sports a 9.6% dividend yield. Fee-Related Earnings (FRE) grew 19% y/y, and management is bullish on FRE going forward, saying: “We believe we can show a modest increase in the growth rate for FRE per share, and we feel we can accelerate that growth in 2027 versus 2026.” – Q4 2025 earnings call Analysts are expecting continued growth in earnings over the next several years: Source: Seeking Alpha (with highlights by author) In addition, analysts have a positive outlook for future dividends: Source: Seeking Alpha (with highlights by author) Strictly looking at the numbers, this would seem to be a straightforward case of a deep-value, highly undervalued stock which promises big returns going forward. “But The Numbers Aren’t So Obvious” The first point I would highlight is that it’s not even so obvious how we should go about evaluating the company’s financial performance. The clearest example of this becomes evident when we look at the discrepancies between FRE per adjusted share (a non-GAAP metric) and net income-based ...
Mexican real estate investment trust Fibra MTY raised about $500 million to expand its industrial portfolio. The Monterrey, Nuevo Leon-based company priced 638.3 million real estate trust certificates, known as certificados bursátiles, at 13.50 pesos each, according to a filing with local exchange BIVA. Net proceeds may reach as much as 8.6 billion pesos ($483.2 million), including an overallotmen...
Mexican real estate investment trust Fibra MTY raised about $500 million to expand its industrial portfolio. The Monterrey, Nuevo Leon-based company priced 638.3 million real estate trust certificates, known as certificados bursátiles, at 13.50 pesos each, according to a filing with local exchange BIVA. Net proceeds may reach as much as 8.6 billion pesos ($483.2 million), including an overallotment option, the filing said. Fibra MTY shares fell as much as 3.2% on Thursday and ended the day at 13.70 pesos, down 0.7%. Fibra MTY had been targeting $425 million for the offering, its seventh follow-on sale in about a decade. The deal was more than twice oversubscribed, according to the company, with international investors accounting for 30% of the amount raised. The company plans to use the proceeds to invest in industrial real estate, where it sees an opportunity to benefit from nearshoring, the shift of manufacturing to Mexico to be closer to the US market. “We believe it is here to stay,” Chief Executive Officer Jorge Avalos said in an interview. Fibra MTY last month said it had reached a deal to acquire a $100 million industrial portfolio with properties in the Mexican states of Coahuila and Guanajuato. At the end of 2025, its acquisition pipeline included 38 properties valued at about $700 million, according to a roadshow presentation. The company aims to complete those purchases in the next seven to 12 months, Avalos said. Fibra MTY is likely to return to the capital markets in 2027 after completing the acquisitions in its pipeline and will evaluate a possible dual listing in Mexico and the US, according to Avalos. The latest offering follows Fibra MTY’s sale of about $468 million of local shares in 2024 as the company looked to grow its real estate portfolio. Some 100 foreign institutional investors bought about 60% of the total offering, with local pension funds making up the rest, Avalos said at the time. Goldman Sachs Group Inc., BTG Pactual, BBVA and Bank of ...
Google has been tinkering with porting its Play Games platform to Windows for several years, but it started getting serious about it last year. Now, with the 2026 Game Developer Conference underway, Google has announced a new batch of updates for its desktop gaming efforts. The company promises its store will have more Windows titles, make those games easier to find, and help bring Android experie...
Google has been tinkering with porting its Play Games platform to Windows for several years, but it started getting serious about it last year. Now, with the 2026 Game Developer Conference underway, Google has announced a new batch of updates for its desktop gaming efforts. The company promises its store will have more Windows titles, make those games easier to find, and help bring Android experiences to PCs (and vice versa). Windows will be presented as a core part of the Google Play platform with these updates. The mobile and web Play Store will soon have a Windows tab, which will highlight content that is optimized for desktop gaming. The store will direct you to install the Windows client to play these titles on a computer, but you can also wishlist them from any platform. When you do that, developers will be able to push notifications of sales that could entice people to buy something. This will only be available on mobile at first, but it will come to PC later. Finding something worth playing in Google Play on a PC has been a challenge, but Google says it's working on that. The company promises a slate of premium games are coming to the Google Platform. Sledding Game, 9 Kings, Potion Craft, and Moonlight Peaks will launch in Google Play this year, and Low Budget Repairs will come in 2027. If you're unsure about dropping money on a game up front, Google plans to offer trials for select games. It will start with select games like Dredge and only on Android, but Google will make the trial option available to more developers and Windows down the line. Read full article Comments
Google on Wednesday announced a slew of new gaming-focused updates to Google Play at GDC 2026. The tech giant revealed that Google Play is expanding its catalog to include anticipated paid and PC indie games, launching game trials, introducing “buy once, play anywhere” pricing, rolling out a wishlist tool, and adding community posts. The updates indicate that Google is focused on transforming Goog...
Google on Wednesday announced a slew of new gaming-focused updates to Google Play at GDC 2026. The tech giant revealed that Google Play is expanding its catalog to include anticipated paid and PC indie games, launching game trials, introducing “buy once, play anywhere” pricing, rolling out a wishlist tool, and adding community posts. The updates indicate that Google is focused on transforming Google Play into an enhanced gaming hub by allowing players to try games before buying, play across mobile and PC, sync their progress, and connect with the gaming community, all in one place. Google said it’s expanding its library to include more paid games over the coming months, including “Moonlight Peaks,” “Sledding Game,” “9 Kings,” “Potion Craft,” and “Low-Budget Repairs.” You can play these games on both mobile and PC through Google Play Games, with your Gamer Profile syncing progress across devices. Image Credits:Google To help users decide whether to buy a game, Google is launching game trials. If they like the game, they can buy it and continue from where they left off during the trial. Game trials are rolling out soon to select paid games on mobile, and will come to Google Play Games on PC in the future, Google says. Additionally, Google Play’s new “Buy once, play anywhere” pricing will give users both the mobile and PC versions of a game with a single purchase. The update is rolling out on select paid games, such as the “Reigns” series, “OTTTD,” and “Dungeon Clawler.” If you prefer playing on PC, Google is adding a new PC section to the Play Store’s Games tab to serve as a dedicated hub for titles optimized for Windows PCs. If you find a game you like, you can add it to your wishlist and receive alerts when it goes on sale. Image Credits:Google The tech giant is also adding community posts to allow users to ask and answer game-related questions right within Google Play. With this launch, Google hopes players will use its app store to chat about games, which is somet...
Partnership Expands on Successful LG Affiliate Deployment, with Plans to Drive Enterprise-Wide AX Across the LG Group MIAMI & SEOUL, South Korea, March 11, 2026--(BUSINESS WIRE)--LG CNS Co., Ltd. and Palantir Technologies Inc. (NASDAQ: PLTR), a leading provider of AI operating systems, today announced a deepened strategic partnership aimed at accelerating AI Transformation (AX) initiatives across ...
Partnership Expands on Successful LG Affiliate Deployment, with Plans to Drive Enterprise-Wide AX Across the LG Group MIAMI & SEOUL, South Korea, March 11, 2026--(BUSINESS WIRE)--LG CNS Co., Ltd. and Palantir Technologies Inc. (NASDAQ: PLTR), a leading provider of AI operating systems, today announced a deepened strategic partnership aimed at accelerating AI Transformation (AX) initiatives across LG Group. The announcement was made ahead of Palantir's AIPCon, where the two companies formalized their joint ambition to bring transformational business impact to the diverse portfolio of companies within one of the world's largest and most innovative conglomerates. The partnership builds on a foundation established in late 2025, when Palantir software was first deployed within an affiliate in LG Group to drive meaningful improvements in quality management. The initiative is now on track to expand enterprise-wide, establishing a model for what AI-powered operational transformation can look like within LG Group. To deliver on this ambition at scale, Palantir and LG CNS are committed to forming a dedicated Forward Deployed Engineering (FDE) team embedded within LG CNS. This team will work jointly with LG CNS and LG Group affiliates to identify and execute high-value AX use cases across the diverse industries in which LG operates — from advanced manufacturing and energy to electronics, logistics, and beyond. "LG Group represents exactly the kind of bold, forward-thinking institution that Palantir was built to serve," said Ryan Taylor, Chief Revenue Officer and Chief Legal Officer of Palantir Technologies. "What has been accomplished over the last few months is a testament to what is possible when visionary leadership meets the right technology. Together with LG CNS, we are committed to taking that success across the entire group — and helping LG build the AI-powered enterprise of the future." "This strategic partnership marks a pivotal turning point in expanding LG CNS's AX ...