Shares of Palantir Technologies Inc. PLTR continue to attract investor attention as the company’s outlook for 2026 highlights a powerful combination of strong revenue growth and exceptional profitability. The key factor driving the narrative is Palantir’s extraordinary margin expansion, which is increasingly positioning the company as one of the most efficient players in the enterprise AI software...
Shares of Palantir Technologies Inc. PLTR continue to attract investor attention as the company’s outlook for 2026 highlights a powerful combination of strong revenue growth and exceptional profitability. The key factor driving the narrative is Palantir’s extraordinary margin expansion, which is increasingly positioning the company as one of the most efficient players in the enterprise AI software space. Management’s guidance suggests that momentum remains firmly intact. The company expects first-quarter revenues of about $1.53 billion at the midpoint, indicating continued sequential growth. For the full year, Palantir anticipates revenue of roughly $7.19 billion at the midpoint, representing robust 61% year-over-year expansion. While strong demand for artificial intelligence platforms continues to support growth, it is Palantir’s ability to translate that demand into profitability that stands out. Adjusted operating income guidance of approximately $4.13 billion points to further margin expansion, while adjusted free cash flow is projected between $3.9 billion and $4.1 billion. These numbers underline Palantir’s growing operating discipline and scalable software model. The company also expects to maintain a Rule of 40 score near 118%, a level rarely achieved by companies of its size, reinforcing the durability of its financial structure. In comparison, Snowflake SNOW remains one of the prominent AI data platform providers benefiting from enterprise cloud data demand. However, while SNOW continues to focus on expanding its data ecosystem, profitability expansion has historically been more gradual than PLTR. Another major player in the enterprise AI landscape is C3.ai AI. The company focuses on delivering enterprise AI applications across industries, and C3.ai, Inc. continues to pursue aggressive platform adoption strategies. Yet, profitability remains an area where C3.ai, Inc. is still evolving compared with the operating leverage demonstrated by Palantir. Overall, ...
Shares of Palantir Technologies Inc. PLTR continue to attract investor attention as the company’s outlook for 2026 highlights a powerful combination of strong revenue growth and exceptional profitability. The key factor driving the narrative is Palantir’s extraordinary margin expansion, which is increasingly positioning the company as one of the most efficient players in the enterprise AI software...
Shares of Palantir Technologies Inc. PLTR continue to attract investor attention as the company’s outlook for 2026 highlights a powerful combination of strong revenue growth and exceptional profitability. The key factor driving the narrative is Palantir’s extraordinary margin expansion, which is increasingly positioning the company as one of the most efficient players in the enterprise AI software space. Management’s guidance suggests that momentum remains firmly intact. The company expects first-quarter revenues of about $1.53 billion at the midpoint, indicating continued sequential growth. For the full year, Palantir anticipates revenue of roughly $7.19 billion at the midpoint, representing robust 61% year-over-year expansion. While strong demand for artificial intelligence platforms continues to support growth, it is Palantir’s ability to translate that demand into profitability that stands out. Adjusted operating income guidance of approximately $4.13 billion points to further margin expansion, while adjusted free cash flow is projected between $3.9 billion and $4.1 billion. These numbers underline Palantir’s growing operating discipline and scalable software model. The company also expects to maintain a Rule of 40 score near 118%, a level rarely achieved by companies of its size, reinforcing the durability of its financial structure. In comparison, Snowflake SNOW remains one of the prominent AI data platform providers benefiting from enterprise cloud data demand. However, while SNOW continues to focus on expanding its data ecosystem, profitability expansion has historically been more gradual than PLTR. Another major player in the enterprise AI landscape is C3.ai AI. The company focuses on delivering enterprise AI applications across industries, and C3.ai, Inc. continues to pursue aggressive platform adoption strategies. Yet, profitability remains an area where C3.ai, Inc. is still evolving compared with the operating leverage demonstrated by Palantir. Overall, ...
Joaquin Corbalan/iStock via Getty Images Lynas Rare Earths ( LYSCF ) ( LYSDY ) soared more than 16% in Australian trading Wednesday after winning a commitment from Japan to pay guaranteed long-term prices for certain critical minerals. Japan Australia Rare Earths, which negotiates on behalf of Japanese companies, committed to take at least 5K tons/year of neodymium-praseodymium oxide from Lynas ( ...
Joaquin Corbalan/iStock via Getty Images Lynas Rare Earths ( LYSCF ) ( LYSDY ) soared more than 16% in Australian trading Wednesday after winning a commitment from Japan to pay guaranteed long-term prices for certain critical minerals. Japan Australia Rare Earths, which negotiates on behalf of Japanese companies, committed to take at least 5K tons/year of neodymium-praseodymium oxide from Lynas ( LYSCF ) ( LYSDY ) until 2038, and the deal included a price floor of $110/kg plus a separate pledge for Japan to buy at least half of the Australian firm's highly-prized heavy rare earths. The updated supply agreement “future proofs” Lynas ( LYSCF ) ( LYSDY ), UBS analyst Dim Ariyasinghe said in a note, as the 12-year deal, combined with a recently renewed 10-year Malaysia plant license, helps shift the focus of the company's "next chapter" to value and margin expansion. The revised deal, which includes a floor price for NdPr, should support prices for Western rare earths producers more broadly in the future, Ariyasinghe said, adding it is "increasingly unlikely any subsequent Western business be conducted at a price point dramatically different [lower] than the US$110/kg price." More on Lynas Rare Earths Lynas Rare Earths Q2 2026 Earnings Call Transcript Lynas Rare Earths: Rare Earth Reserve Opportunity Lynas Rare Earths: Strategically Positioned, But Premium Priced In
Key Points SoundHound AI recently delivered better-than-expected quarterly results. Analysts are upbeat about SoundHound's prospects, suggesting the stock could jump significantly in the coming year. Management is guiding for it to outperform analysts' 2026 expectations thanks to the growing adoption of its voice AI solutions. 10 stocks we like better than SoundHound AI › SoundHound AI (NASDAQ: SO...
Key Points SoundHound AI recently delivered better-than-expected quarterly results. Analysts are upbeat about SoundHound's prospects, suggesting the stock could jump significantly in the coming year. Management is guiding for it to outperform analysts' 2026 expectations thanks to the growing adoption of its voice AI solutions. 10 stocks we like better than SoundHound AI › SoundHound AI (NASDAQ: SOUN) stock has taken a beating in recent months; it's down by 62% from the 52-week high it touched in mid-October. Still, it won't be surprising to see the company's fortunes turn around soon. The artificial intelligence (AI) voice specialist released its fourth-quarter results on Feb. 26, and the numbers and guidance were solid. However, broad market volatility stemming from the conflict in the Middle East weighed on the stock. Could SoundHound stock overcome that headwind and go on a bull run thanks to its strong results and better-than-expected guidance? 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 » SoundHound AI is on track to deliver another year of robust growth SoundHound's revenue doubled in 2025 to $169 million. Additionally, the company reduced its non-GAAP net loss by 22% to $54 million. Its Q4 numbers surpassed expectations, while the midpoint of its 2026 revenue guidance range of $225 million to $260 million is higher than Wall Street's estimate of $233 million. Of course, you may wonder how the stock could come out of the rut it is in, given that its top-line growth is set to slow down to 43% this year (based on the $242.5 million midpoint of the guidance). However, a closer look at management's comments on the latest earnings call suggests it could clock faster growth. According to CFO Nitesh Sharan: As in prior years, there will be a ramp in revenue through the year, given the nature of o...
US equity indexes were mixed as government bond yields rose around midday Wednesday after fighting b Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
US equity indexes were mixed as government bond yields rose around midday Wednesday after fighting b Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Intel's Core Ultra 200S desktop chips , codenamed "Arrow Lake," first launched in late 2024, and they were the most significant updates to Intel's desktop CPU lineup in years. But that didn't mean they were always improvements over what came before: while they're power-efficient and run cooler than older 13th- and 14th-generation Core CPUs, they sometimes struggled to match those older chips' gami...
Intel's Core Ultra 200S desktop chips , codenamed "Arrow Lake," first launched in late 2024, and they were the most significant updates to Intel's desktop CPU lineup in years. But that didn't mean they were always improvements over what came before: while they're power-efficient and run cooler than older 13th- and 14th-generation Core CPUs, they sometimes struggled to match those older chips' gaming performance. And for gaming systems in particular, they've always had to live in the shadow of AMD's Ryzen 7000 and 9000-series X3D processors , chips with extra L3 cache that disproportionately benefits games. Intel doesn't have a next-generation upgrade available for desktops yet, but it is shoring up its desktop lineup with a pair of upgraded chips. The Core Ultra 200S Plus processors (also referred to as Arrow Lake Refresh, in some circles) add more processor cores, boost clock speeds, add support for faster memory, and speed up the internal communication between different parts of the processor. Collectively, Intel says these improvements will boost gaming performance by an average of 15 percent. The Core Ultra 7 270K Plus and 270KF Plus (a real mouthful, all of these names are getting to be) add four more efficiency cores compared to the Core Ultra 7 265K, bringing the total number of cores to 24 (8 P-cores and 16 E-cores). If you wanted that many CPU cores previously, you would have had to spring for a Core Ultra 9 chip. The Core Ultra 5 250K Plus and 250KF Plus also get four more E-cores than the 245K, bringing its total to 6 P-cores and 12 E-cores. Read full article Comments
quantic69/iStock via Getty Images A significant divergence between oil prices and energy stocks over the past two weeks is worth noting, as energy investors accurately assessed the impact of supply disruptions on corporations profits in the short to mid-term. VanEck Oil Services ETF ( OIH ) fell nearly 3% despite a blistering oil price rally. The suspension of production and drilling activities in...
quantic69/iStock via Getty Images A significant divergence between oil prices and energy stocks over the past two weeks is worth noting, as energy investors accurately assessed the impact of supply disruptions on corporations profits in the short to mid-term. VanEck Oil Services ETF ( OIH ) fell nearly 3% despite a blistering oil price rally. The suspension of production and drilling activities in the oil-rich region may not be a good sign for oilfield services companies. In addition, history suggests that war-driven oil shocks can be temporary, with prices sharply falling back to their recent average. Therefore, I initiate coverage of OIH with a Hold rating. War-Driven Crude Oil Rally Could be Temporary Year to date WTI price change (Seeking Alpha) In March 2026, oil prices ( CO1:COM ) have made huge swings amid a military conflict in the oil-rich Middle Eastern region. The reports of suspension of production and drilling activities and attacks on vessels during transit from the Strait of Hormuz jolted the market, sending prices to around $120 a barrel at one point. Nevertheless, oil prices eased after IEA floated a plan to release emergency reserves. WTI crude oil prices ( CL1:COM ) are still up more than 15% so far in March. No one knows when war will end and how markets will behave in the next few weeks or months. However, the historical trends suggest that oil price surge is temporary with expectations that prices are likely to fall back to their recent averages. For example, the market experienced sharp spikes during the 1990 Gulf War and Russian invasion of Ukraine. WTI crude oil price performance in 2022 (Seeking Alpha) In 2022, when Russia invaded Ukraine, WTI crude oil prices soared from around $90 a barrel to $120 a barrel within two weeks. However, the oil prices reversed those gain, ending the year around $80 a barrel. Once a ceasefire deal agreed between U.S. and Iran, crude oil prices are likely to move back to its post-war level. Prior to war, analys...
SSR Mining (SSRM 3.69%) stock declined 3.4% through 12:45 p.m. ET Wednesday after gold prices took another leg lower on inflation fears. This morning, the U.S. Bureau of Labor Statistics reported the Consumer Price Index (CPI) rose 2.4% for a second straight month in February. These two things are connected. Gold and silver and inflation There's a war in the Mideast, and it may last a while. Inves...
SSR Mining (SSRM 3.69%) stock declined 3.4% through 12:45 p.m. ET Wednesday after gold prices took another leg lower on inflation fears. This morning, the U.S. Bureau of Labor Statistics reported the Consumer Price Index (CPI) rose 2.4% for a second straight month in February. These two things are connected. Gold and silver and inflation There's a war in the Mideast, and it may last a while. Investors view precious metals like gold and silver as safe havens in times of conflict, and SSR mines both (along with lead, zinc, and copper). Silver prices soared 2.5% in the aftermath of the attacks on Iran, and gold prices leapt 2.6%. War can also be inflationary, though, especially when it restricts oil supplies and drives up fuel prices. So while CPI held steady in February (still above the Fed's 2% inflation target), the worry is that the March data will show a sharp rise in inflation. If this happens, investors may sell precious metals (which don't pay interest) and buy bonds instead (which do pay interest, and pay more interest as inflation rises). This worry has gold sinking 1.1% (to $5,183 an ounce) today, and silver down 5.3% at $84.85. Expand NASDAQ : SSRM SSR Mining Today's Change ( -3.69 %) $ -1.14 Current Price $ 29.80 Key Data Points Market Cap $6.3B Day's Range $ 28.80 - $ 30.28 52wk Range $ 8.65 - $ 33.49 Volume 99K Avg Vol 4M Gross Margin 35.73 % What this means for SSR Mining stock Out of all the world's gold stocks, though, SSR Mining may be one of the safer choices. Why? Recall that one week ago, SSR agreed to cash out its stake in its Turkish gold mine for $1.5 billion. This limits the stock's exposure to falling gold prices (if they do fall) -- while guaranteeing a $1.5 billion windfall today. When you consider that SSR costs less than 17x trailing earnings and barely 8x forward earnings, SSR looks to me like a good, cheap way to invest in gold in uncertain times.
Key Points The U.S. Bureau of Labor Statistics reported 2.4% CPI growth in February -- and March inflation could be worse. Gold prices often fall when inflation runs hot. SSR Mining just agreed to sell one of its gold mines, limiting its exposure if gold prices decline. 10 stocks we like better than SSR Mining › SSR Mining (NASDAQ: SSRM) stock declined 3.4% through 12:45 p.m. ET Wednesday after go...
Key Points The U.S. Bureau of Labor Statistics reported 2.4% CPI growth in February -- and March inflation could be worse. Gold prices often fall when inflation runs hot. SSR Mining just agreed to sell one of its gold mines, limiting its exposure if gold prices decline. 10 stocks we like better than SSR Mining › SSR Mining (NASDAQ: SSRM) stock declined 3.4% through 12:45 p.m. ET Wednesday after gold prices took another leg lower on inflation fears. This morning, the U.S. Bureau of Labor Statistics reported the Consumer Price Index (CPI) rose 2.4% for a second straight month in February. These two things are connected. 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 » Gold and silver and inflation There's a war in the Mideast, and it may last a while. Investors view precious metals like gold and silver as safe havens in times of conflict, and SSR mines both (along with lead, zinc, and copper). Silver prices soared 2.5% in the aftermath of the attacks on Iran, and gold prices leapt 2.6%. War can also be inflationary, though, especially when it restricts oil supplies and drives up fuel prices. So while CPI held steady in February (still above the Fed's 2% inflation target), the worry is that the March data will show a sharp rise in inflation. If this happens, investors may sell precious metals (which don't pay interest) and buy bonds instead (which do pay interest, and pay more interest as inflation rises). This worry has gold sinking 1.1% (to $5,183 an ounce) today, and silver down 5.3% at $84.85. What this means for SSR Mining stock Out of all the world's gold stocks, though, SSR Mining may be one of the safer choices. Why? Recall that one week ago, SSR agreed to cash out its stake in its Turkish gold mine for $1.5 billion. This limits the stock's exposure to falling gold prices (if they do fall) -- ...
Air Taxis Set For Summer Trials In 26 States Under Trump Admin's Pilot Program Authored by Rob Sabo via The Epoch Times (emphasis ours), The U.S. Department of Transportation (DOT) announced on March 9 that it had selected eight out of 30 proposals to participate in its Advanced Air Mobility (AAM) and Electric Vertical Takeoff and Landing (eVTOL) Integration Pilot Program (eIPP). A Joby Aviation's...
Air Taxis Set For Summer Trials In 26 States Under Trump Admin's Pilot Program Authored by Rob Sabo via The Epoch Times (emphasis ours), The U.S. Department of Transportation (DOT) announced on March 9 that it had selected eight out of 30 proposals to participate in its Advanced Air Mobility (AAM) and Electric Vertical Takeoff and Landing (eVTOL) Integration Pilot Program (eIPP). A Joby Aviation's all-electric air taxi lands after performing a flight demonstration during a media presentation in Dubai on Feb. 25, 2026. Giuseppe Cacace/AFP via Getty Images The eight projects span work across 26 states and include a range of public entities and private companies developing operational concepts in urban and regional air taxi and transportation services, cargo and logistics, emergency medical response, autonomous flight, and energy transportation . Data compiled from the various projects will help the Federal Aviation Authority (FAA) better understand the challenges associated with safely and efficiently integrating these new types of aircraft into the National Airspace System. “The program will provide valuable operational experience that will inform the standards needed to enable safe Advanced Air Mobility operations,” said Chris Rocheleau, FAA deputy administrator. The DOT said the eight proposals were selected based on their ability to quickly integrate into commercial operations, as well as overall manufacturer experience and the strength of existing public, private, and academic partnerships. “ Congratulations to the great American innovators behind each of these exciting pilot programs ,” Transportation Secretary Sean Duffy said. “Working together, we will ensure America leads the way in safely leveraging next-gen aircraft to radically redefine personal travel, regional transportation, cargo logistics, emergency medicine, and so much more.” Initial operations under the program umbrella are expected to begin this summer, the DOT said. The pilot program is the corne...
mohd izzuan BrainsWay ( BWAY ) shares added ~10% on Wednesday to reach an all-time high after the Israeli MedTech firm reported better-than-expected Q4 2025 financials and provided a full-year outlook that exceeded Street forecasts. The company reported $14.5M in revenue for the quarter, indicating ~27% YoY growth and beating the consensus by $0.5M, while its net income jumped ~90% YoY to $2.9M to...
mohd izzuan BrainsWay ( BWAY ) shares added ~10% on Wednesday to reach an all-time high after the Israeli MedTech firm reported better-than-expected Q4 2025 financials and provided a full-year outlook that exceeded Street forecasts. The company reported $14.5M in revenue for the quarter, indicating ~27% YoY growth and beating the consensus by $0.5M, while its net income jumped ~90% YoY to $2.9M to surpass estimates by $0.04 per share. Jerusalem-based BrainsWay ( BWAY ), which focuses on transcranial magnetic stimulation, said that its remaining performance obligations surged 43% YoY to roughly $70M at the end of the year, and its adjusted EBITDA for 2025 grew ~54% YoY to $7.0M. Looking ahead to 2026, the company projects $12M - $14M of adjusted EBITDA, indicating 86% - 100% YoY growth. Its estimate for 2026 revenue stood at $66M - $68M, which showed a 27% - 30% YoY growth compared to the prior year and over a $2M beat on the consensus. More on BrainsWay BrainsWay Ltd. (BWAY) Q4 2025 Earnings Call Transcript BrainsWay GAAP EPS of $0.07 beats by $0.04, revenue of $14.55M beats by $0.53M Quant snapshot: Avino Silver & Gold, Harmony Gold lead strong buys as Angel Studios, Exagen lag Seeking Alpha’s Quant Rating on BrainsWay Historical earnings data for BrainsWay
The Walt Disney Company (DIS 0.25%) has long been a touchstone of pop culture in the U.S. and around the world. For more than 100 years, the company has been the go-to for audiences, supplying generations of fans with animation, movies, cable and broadcast television, theme parks, cruise ships, merchandise, and more. In fact, for years, the company has held the title of world's largest media compa...
The Walt Disney Company (DIS 0.25%) has long been a touchstone of pop culture in the U.S. and around the world. For more than 100 years, the company has been the go-to for audiences, supplying generations of fans with animation, movies, cable and broadcast television, theme parks, cruise ships, merchandise, and more. In fact, for years, the company has held the title of world's largest media company. In a bit of bittersweet news, reports suggest the company has relinquished its crown. Long live the king Analysts at MoffettNathanson have crunched the numbers and concluded that Alphabet's (GOOGL +0.53%) (GOOG +0.36%) YouTube has become the world's largest media company by revenue, but those claims require a bit of background and context. In 2025, Disney reported total revenue of $94.4 billion. Excluding sales from its Experiences segment -- which includes resorts, theme parks, and cruises -- media revenue from its entertainment and sports segments clocked in at $60.1 billion. Expand NYSE : DIS Walt Disney Today's Change ( -0.25 %) $ -0.26 Current Price $ 101.06 Key Data Points Market Cap $179B Day's Range $ 100.73 - $ 101.89 52wk Range $ 80.10 - $ 124.69 Volume 3.2M Avg Vol 12M Gross Margin 31.61 % Dividend Yield 1.23 % YouTube, for its part, has long been the world's largest online video-sharing platform. Users can upload, share, and comment on a wide variety of videos, including educational content, music videos, children's programming, cat videos, and more. Viewership has been on the rise for years, with audiences watching more than 1 billion hours of content each day. Creators make money by generating popular content that is supported by advertising. During the fourth quarter, YouTube hit a new benchmark, as revenue from advertising and subscriptions surpassed $60 billion in 2025. Moreover, the company Alphabet noted that strong adoption of Google One and YouTube Premium drove paid subscribers above 325 million. YouTube generated roughly $40.4 billion in ad revenu...
pingingz/iStock via Getty Images In today's article, I will highlight some of the growing downsides to the massive surge of tech spending connected to the AI infrastructure buildout happening across the country right now. NVDA Stock Chart (Seeking Alpha) These trends are important to monitor for prudent investors. The majority of gains in the market from 2023 to 2025 came from the Magnificent Seve...
pingingz/iStock via Getty Images In today's article, I will highlight some of the growing downsides to the massive surge of tech spending connected to the AI infrastructure buildout happening across the country right now. NVDA Stock Chart (Seeking Alpha) These trends are important to monitor for prudent investors. The majority of gains in the market from 2023 to 2025 came from the Magnificent Seven, who were riding the wave of the AI Revolution. NVIDIA Corporation ( NVDA ) rose roughly 11-fold over that time to achieve a market cap higher than the annual GDPs of either the U.K. or France. FactSet, Goldman Sachs Global Investment Research The seven tech titans benefited from passive investing, given that more than half of all trading volume these days comes via Index ETFs. In addition, almost all the earnings growth from the S&P 500 over these three years came from the Mag 7, which can be seen above. However, there are some downsides to massive increases in AI-driven tech spending. This article will cover the most notable of these. Masking Economic Weakness The four biggest hyperscalers, Amazon ( AMZN ), Meta Platforms ( META ), Alphabet ( GOOG ), and Microsoft ( MSFT ), plan to spend more than $650 billion on combined capex in FY2026. This is up substantially from the just over $350 billion these four members of the Mag 7 spent in FY2025. Bloomberg, Carson Investment Research - February 2026 This spending will be the primary engine of GDP growth (see above) in 2026. However, this headline strength is masking economic weakness throughout most of the rest of the economy. Job growth has flatlined, and consumer loan and CRE debt delinquencies are increasing at an increasing pace. New York Fed, Equifax In addition, inflation was sticky before the recent surge of oil prices as the result of the conflict in Iran. The housing market remains moribund, as I highlighted in an article on Tuesday. Consumer sentiment also remains in the tank. And robust tech spending can mask eco...
Nebius Group (NBIS) is a leading AI infrastructure company. The rapidly growing company provides the heavy-duty hardware and software infrastructure that ‘hyperscalers’ require to build complex AI models. Nebius Scores Landmark NVIDIA Investment Tuesday, Nebius announced a deal with the artificial intelligence leader, NVIDIA (NVDA). As part of the deal, NVIDIA will invest $2 billion directly into ...
Nebius Group (NBIS) is a leading AI infrastructure company. The rapidly growing company provides the heavy-duty hardware and software infrastructure that ‘hyperscalers’ require to build complex AI models. Nebius Scores Landmark NVIDIA Investment Tuesday, Nebius announced a deal with the artificial intelligence leader, NVIDIA (NVDA). As part of the deal, NVIDIA will invest $2 billion directly into Nebius, marking one of its largest investments in the “neocloud” business to date. The details of the NBIS/NVDA deal include: · Infrastructure Support: The primary goal of the investment is to help Nebius scale its compute capacity.With the $2 billion NVDA investment, NBIS will be able to deploy a massive 5 gigawatts (GW) of NVIDIA-powered compute capacity by the end of the decade. · International Expansion: Although most of NBIS’s business comes from the United States, the NVDA investment will help the Netherlands-based company to build multiple AI factories globally. · Technical Collaboration: As part of the agreement, the two companies will work together on AI factory design. · Ushering in the Agentic AI Revolution: Roughly a year ago, NVIDIA CEO Jensen Huang correctly predicted that agentic AI would become the next wave of the AI revolution. Unlike generative AI chatbots, agentic AI agents work autonomously and can conduct human-like tasks 24/7. As detailed in the deal, the two AI powerhouses will collaborate to create a best-in-class inference and agentic AI stack. · Access to NVIDIA Products: Finally, because NVIDIA has the best AI technology (by leaps and bounds), its products are often sold out instantly. For Nebius, the real prize is early access to “Rubin”, NVIDIA’s next-generation platform. Nebius: Big Tech Deals Cement its Market Leadership Over the past few months, the market has spoken loudly and clearly. Late last year, Nebius scored a $17.4 billion (with potential to be $19.4 billion agreement with Microsoft (MSFT) and a $3 billion agreement with Meta Platfo...
(RTTNews) - After reporting slightly above average demand for this month's three-year note auction on Monday, the Treasury Department on Tuesday revealed this month's auction of $34 billion worth of ten-year notes attracted below average demand. The ten-year note auction drew a high yield of 2.720 percent and a bid-to-cover ratio of 2.43. The Treasury also sold $34 billion worth of ten-year notes ...
(RTTNews) - After reporting slightly above average demand for this month's three-year note auction on Monday, the Treasury Department on Tuesday revealed this month's auction of $34 billion worth of ten-year notes attracted below average demand. The ten-year note auction drew a high yield of 2.720 percent and a bid-to-cover ratio of 2.43. The Treasury also sold $34 billion worth of ten-year notes last month, drawing a high yield of 1.920 percent and a bid-to-cover ratio of 2.47. The bid-to-cover ratio is a measure of demand that indicates the amount of bids for each dollar worth of securities being sold. The ten previous ten-year note auctions had an average bid-to-cover ratio of 2.52. The Treasury is due to announce the results of this month's auction of $20 billion worth of thirty-year bonds on Wednesday. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
TrongNguyen/iStock Editorial via Getty Images Back in September 2025, I wrote a bullish article on lululemon athletica ( LULU ) when it was trading for around $163. This stock jumped to about $220 per share in December 2025, but it has given up most of those gains in the past couple of months. Even though this stock is well off the highs of December 2025, it is still up about 4% since my article w...
TrongNguyen/iStock Editorial via Getty Images Back in September 2025, I wrote a bullish article on lululemon athletica ( LULU ) when it was trading for around $163. This stock jumped to about $220 per share in December 2025, but it has given up most of those gains in the past couple of months. Even though this stock is well off the highs of December 2025, it is still up about 4% since my article was published, slightly outperforming the S&P 500 Index ( SPY )'s gain of around 3%. Given the recent share price pullback and an upcoming earnings release, I wanted to take an updated look: The Chart As shown below, this stock is trading for about half the level it held in June 2025. This stock is trading well below the 50-day moving average, around $188, and the 200-day moving average, near $200. As this chart also shows, this stock found support multiple times last Fall in the $160 range, which is where it is trading now. StockCharts.com Q4 Earnings Preview lululemon is expected to announce Q4 earnings on March 17th, after the market closes. According to Earnings Whispers , the consensus earnings estimates call for $4.74 per share in earnings for Q4, with revenues expected to reach $3.6 billion. Despite some potential risks, I like the setup going into earnings as the stock has pulled back and could therefore be set for a relief rally post-earnings. It's worth pointing out that lululemon beat on earnings when it released Q3 results. Of course, several factors could impact the stock's price action after the earnings release, including guidance. On January 12, the company updated its guidance . Based on strong holiday sales, this company said it expected Q4 net revenue and diluted earnings per share to be at the high end of the previously guided ranges, which called for revenues of $3.5 to $3.585 billion and earnings per share of $4.66 to $4.76. The company made no change to previous guidance for gross margin, selling, general and administrative expenses, or the effective t...