Celestica Inc. CLS has become a key partner for network equipment manufacturers as the telecom industry accelerates 5G deployment. Its expertise in electronics manufacturing services (EMS) and supply chain management helps telecom providers deliver reliable and scalable network infrastructure. Celestica provides accurate design, manufacturing and deployment of 5G equipment using capabilities in pr...
Celestica Inc. CLS has become a key partner for network equipment manufacturers as the telecom industry accelerates 5G deployment. Its expertise in electronics manufacturing services (EMS) and supply chain management helps telecom providers deliver reliable and scalable network infrastructure. Celestica provides accurate design, manufacturing and deployment of 5G equipment using capabilities in printed circuit board assembly (PCBA), system integration and engineering collaboration. By working with clients during development, the company helps improve performance and reduce product launch time to remain competitive in the telecom sector. It is also preparing for future technologies like 6G by developing high-speed networking platforms such as 800G and 1.6T systems. Beyond manufacturing, Celestica strengthens 5G rollouts through global supply chain services, helping telecom operators source components, manage logistics and meet growing demand efficiently while adopting new technologies to stay ahead. The company collaborates with major telecom equipment providers like Cisco Systems, Ericsson and Nokia to support the development and manufacturing of advanced telecom infrastructure. As 5G adoption increases and next-generation networks develop, Celestica’s engineering and manufacturing capabilities will likely help the telecom industry build faster, smarter and more connected networks for the digital era. How Are Competitors Advancing in the Telecom Sector? Celestica faces competition from Jabil, Inc. JBL and Sanmina Corporation SANM. Jabil is expanding in the telecom industry by developing high-speed connectivity solutions, such as 1.6T optical transceivers for next-generation networks and data centers. The company also manufactures 4G and 5G telecom equipment for partners like Ericsson to support global network deployments. Sanmina is strengthening its presence in the telecom industry by providing manufacturing and design services for 5G and optical networking equipme...
RHJ Mosaic ( MOS ) +6.8% in Wednesday's trading as it unveiled a joint project development agreement with Rainbow Rare Earths to advance the Uberaba rare earths project in Brazil. Under the agreement, the companies said they will jointly pursue a prefeasibility study with the intention of progressing to a definitive feasibility study targeted later this year; subject to a favorable outcome of the ...
RHJ Mosaic ( MOS ) +6.8% in Wednesday's trading as it unveiled a joint project development agreement with Rainbow Rare Earths to advance the Uberaba rare earths project in Brazil. Under the agreement, the companies said they will jointly pursue a prefeasibility study with the intention of progressing to a definitive feasibility study targeted later this year; subject to a favorable outcome of the DFS and a decision by both companies to proceed, Mosaic MOS) and Rainbow would seek agreements for a jointly owned project company, with construction of a processing facility in Uberaba targeted to start in 2027. The proposed processing facility would treat ~2.7M metric tons/year of phosphogypsum, a byproduct of fertilizer production, designed to produce 1,900 tons of separated neodymium and praseodymium oxide and 600 tons of a samarium, europium, and gadolinium product containing medium and heavy rare earth elements. " The Uberaba project brings together Mosaic's Brazilian operations with Rainbow's rare earth expertise," Mosaic ( MOS ) President and CEO Bruce Bodine said, adding that Brazil is emerging as a strategically important jurisdiction for rare earth development in the Americas. More on Mosaic The Mosaic Company On My Investment Watchlist For Post-Iran War Recovery Fertilizers In The Spotlight: Mosaic Is A Leading U.S. Fertilizer Producer Mosaic: Cheap For A Reason, Still A Buy
Pla2na/iStock via Getty Images Market Review Large-cap growth stocks broadly continued to advance in the fourth quarter, albeit at a more subdued pace, capping off a year of impressive gains. Markets powered through despite considerable noise and consternation around the longest U.S. government shutdown in history, slowing job growth, and some concerns about growing pressures on the artificial int...
Pla2na/iStock via Getty Images Market Review Large-cap growth stocks broadly continued to advance in the fourth quarter, albeit at a more subdued pace, capping off a year of impressive gains. Markets powered through despite considerable noise and consternation around the longest U.S. government shutdown in history, slowing job growth, and some concerns about growing pressures on the artificial intelligence (AI) trade. While there was a degree of rotation from growth to value segments, the market continued to push to new highs. Ultimately, Federal Reserve (Fed) interest-rate cuts provided critical support, reinforcing the familiar lesson: Don’t fight the Fed, especially when monetary policy turns accommodative. Performance The Virtus Silvant Focused Growth Fund ( PGFIX ) returned +2.48% (Class INST) for the quarter, while the Russell 1000® Growth Index returned +1.12%. Healthcare and industrials stock selection added to the outperformance. Consumer discretionary stock selection weighed the most on returns. Alphabet and Eli Lilly were among the top stock contributors. Technology giant Alphabet ( GOOGL ) posted another strong quarter, with key metrics across its major business lines beating and accelerating expectations, driven largely by strength in AI innovations. The launch of Gemini 3, its newest large language model, helped cement the company’s AI leadership, outperforming on benchmark scores and driving a surge in monthly active usage to roughly 650 million, aided by integration into its Google search bar. We maintained the position based on the company’s continued market strength and impressive AI monetization potential across its business segments. Pharmaceutical company Eli Lilly ( LLY ) outperformed after trading sideways for much of the year. In November, the company agreed to Most-Favored-Nation (MFN) pricing for its obesity and Type II diabetes GLP-1 therapies. This expands access to the roughly 40 million prediabetic and obese seniors in the Medicare popu...
TLDR Amazon launched its Health AI assistant on Amazon.com and the Amazon app on March 10, 2026 The tool was previously exclusive to One Medical members; it’s now free for all U.S. customers Health AI can explain lab results, manage prescriptions, book appointments, and connect users to providers Eligible Prime members get up to five free direct-message care visits for 30+ common conditions (up to...
TLDR Amazon launched its Health AI assistant on Amazon.com and the Amazon app on March 10, 2026 The tool was previously exclusive to One Medical members; it’s now free for all U.S. customers Health AI can explain lab results, manage prescriptions, book appointments, and connect users to providers Eligible Prime members get up to five free direct-message care visits for 30+ common conditions (up to $145 in value) Non-emergency provider visits cost $29 per session for non-members; the assistant runs on Amazon Bedrock 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Amazon expanded its Health AI assistant to all U.S. customers on March 10, 2026, making the tool available directly on Amazon.com and the Amazon app. The assistant was previously only available inside the One Medical app for paying members. 📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $AMZN Amazon Launches 𝐀𝐦𝐚𝐳𝐨𝐧 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐇𝐞𝐚𝐥𝐭𝐡 for AI-Powered Care Automation 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ AWS introduces 𝐀𝐦𝐚𝐳𝐨𝐧 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐇𝐞𝐚𝐥𝐭𝐡, an agentic AI solution. ➤ AI automates scheduling, patient… pic.twitter.com/71VtxStPC6 — Hardik Shah (@AIStockSavvy) March 5, 2026 The rollout is gradual. Amazon said it will continue expanding access over the coming weeks, with the goal of reaching all U.S. customers soon. You don’t need a Prime membership or a One Medical account to use it. The base version is free. Amazon.com, Inc., AMZN Health AI can answer questions about symptoms and medications, explain lab results and medical records, and help manage prescription renewals. It can also book appointments and connect users to One Medical providers via message, video, or in-person visits. Users can give the assistant permission to access their personal health data, including clinical notes, diagnoses, and lab results, through the Health Information Exchange. It can also pull in relevant Amazon purchase history, like blood pressure monitors or vitamins...
Many companies are inextricably tied to their iconic founders—from Mark Zuckerberg being the face of Meta, to Warren Buffett leading Berkshire Hathaway for decades. But when it came time for Tim Cook to take the reins of Apple, the brand’s late cofounder Steve Jobs instructed him to forge his own path at the $3.83 trillion technology giant. “[Jobs’] advice to me was ‘Never ask what I would do, jus...
Many companies are inextricably tied to their iconic founders—from Mark Zuckerberg being the face of Meta, to Warren Buffett leading Berkshire Hathaway for decades. But when it came time for Tim Cook to take the reins of Apple, the brand’s late cofounder Steve Jobs instructed him to forge his own path at the $3.83 trillion technology giant. “[Jobs’] advice to me was ‘Never ask what I would do, just do the right thing,’” Cook told CBS Sunday Morning in a recent interview. It was a lesson that Jobs had learned while working with Disney—the Apple cofounder was also one of the three founding fathers of Pixar Animation Studios, purchasing the group from LucasFilm in 1986. Entertainment behemoth Disney later acquired Pixar in 2006, and during his work at the company, Jobs picked up on a trend. “He had watched Disney go through this paralysis of sitting around and talking about what Walt [Disney] would do,” Cook explained. “And he did not want that for Apple.” The Apple CEO explained that at the time, the business had never had a “professional transition” at the chief executive level; the previous successions were always done in a time of “panic.” However, Jobs wanted to do things differently this time. So he called Cook over to his house and offered him the CEO job—with no pressure to emulate his leadership style. “I’ll never forget that and it was such a gift for me, because he took off of my shoulder this question of, ‘What would Steve do?’” Cook continued. “I just put my head down and thought, ‘I’m going to be the best version of myself.’” Cook is bringing his own flair, but sticking to these core principles Cook first joined Apple in 1998 after stints at PC-maker Compaq and IBM, less than one year after Jobs had returned as interim CEO. From 2000 onwards, Jobs would lead as the permanent CEO, while Cook worked his way up to high-level positions, becoming the COO in 2005. Over Cook’s nearly three decades at the company, working under Jobs until his passing in October 2...
Andris Nelsons is to leave the Boston Symphony Orchestra. The shock decision is strongly opposed by the players. What is going on, and what, should a music director’s role be? Plus: why Timothee Chalamet is an eejit The Boston Symphony Orchestra ending its contract with Andris Nelsons, its music director since 2014, has come as a shock to players and conductor alike. “The BSO and Andris Nelsons we...
Andris Nelsons is to leave the Boston Symphony Orchestra. The shock decision is strongly opposed by the players. What is going on, and what, should a music director’s role be? Plus: why Timothee Chalamet is an eejit The Boston Symphony Orchestra ending its contract with Andris Nelsons, its music director since 2014, has come as a shock to players and conductor alike. “The BSO and Andris Nelsons were not aligned on future vision,” read a terse statement released last week by orchestra’s board and Chad Smith, its president and chief executive. Nelsons will leave the orchestra after the summer 2027 Tanglewood season. In the glacial world of conductorly handovers and orchestral music programming, where decisions are often taken years in advance ( look at the LPO ), this feels disconcertingly hasty. The BSO is one of the US’s most distinguished and celebrated of orchestras, one of the so-called “ Big Five ”. Nelsons won two Grammys with the Boston Symphony players just last month (for Messiaen and Shostakovich), so why has the board decided to end the relationship? Is this a board v players and management spat? There’s no suggestion of any misconduct or breach of contract; perhaps the face-value interpretation is the right one: artistic differences over the orchestra’s “future vision”. Continue reading...
LeoPatrizi Former Cleveland Fed President Loretta Mester said the Federal Reserve will likely remain “on hold” on interest rates despite February’s CPI data coming in line with expectations, characterizing the inflation report as “old news” given current economic uncertainties. In an interview with CNBC, the Princeton University Griswold Center senior scholar emphasized that the more pressing conc...
LeoPatrizi Former Cleveland Fed President Loretta Mester said the Federal Reserve will likely remain “on hold” on interest rates despite February’s CPI data coming in line with expectations, characterizing the inflation report as “old news” given current economic uncertainties. In an interview with CNBC, the Princeton University Griswold Center senior scholar emphasized that the more pressing concern for policymakers is understanding how the ongoing war and elevated energy prices will affect both inflation and the real economy going forward. Mester highlighted that high gasoline prices pose a particular challenge because of their visibility to everyday consumers. “If people see gasoline prices going up and staying up, that’ll probably feed into what they expect inflation to be going forward, and that’ll make it much harder for the committee to really ignore that oil price shock,” she said. This psychological effect on inflation expectations could complicate the Fed’s ability to look past temporary energy price increases. The former Fed official noted that today’s oil shock differs significantly from those of the 1970s and 1980s. Because the U.S. is now an energy exporter rather than an importer and uses energy more efficiently, the growth impact will likely be less severe than in previous decades. However, she cautioned that significant fiscal stimulus in the pipeline could exacerbate supply-demand imbalances and keep inflation elevated. Mester acknowledged that the Fed made an “error” during the pandemic era by dismissing inflation as transitory and failing to recognize the effects of supply-demand imbalances. She added that the current federal funds rate puts the Fed “in a good place” to wait and assess economic developments before making further moves. The softening labor market, Mester explained, reflects supply-side dynamics rather than weakening demand—an issue monetary policy cannot directly address. While there has been some deterioration in employment condi...
His girlfriend Maxine Carr was also jailed in 2003 after being found guilty of conspiring to pervert the course of justice for giving him a false alibi. She has since been released and given a new identity.
His girlfriend Maxine Carr was also jailed in 2003 after being found guilty of conspiring to pervert the course of justice for giving him a false alibi. She has since been released and given a new identity.
Credit suffered a software loan wobble and private credit contagion before the war in Iran, but it’s been a safe haven vs. rates and equities since hostilities started. In this Credit Crunch podcast, host Mahesh Bhimalingam, global head of credit strategy at Bloomberg Intelligence and Sarah Harrison, senior portfolio manager at Allspring Global Investments, discuss their prognosis on the war, refl...
Credit suffered a software loan wobble and private credit contagion before the war in Iran, but it’s been a safe haven vs. rates and equities since hostilities started. In this Credit Crunch podcast, host Mahesh Bhimalingam, global head of credit strategy at Bloomberg Intelligence and Sarah Harrison, senior portfolio manager at Allspring Global Investments, discuss their prognosis on the war, reflect on how various credit classes fared during the technology supply wave and software wobble and th
Oracle (ORCL +10.88%) might well be the Rodney Dangerfield of cloud providers -- "I don't get no respect." Despite reporting better-than-expected results for two consecutive quarters, the stock has fallen 54% over the past six months. Soaring capital spending and fears about a slowing in demand for artificial intelligence (AI) have weighed on the cloud infrastructure and AI provider. After the mar...
Oracle (ORCL +10.88%) might well be the Rodney Dangerfield of cloud providers -- "I don't get no respect." Despite reporting better-than-expected results for two consecutive quarters, the stock has fallen 54% over the past six months. Soaring capital spending and fears about a slowing in demand for artificial intelligence (AI) have weighed on the cloud infrastructure and AI provider. After the market closed on Tuesday, Oracle reported its results, and the stock is finally getting a little love, climbing roughly 11% in after-hours trading. Robust results and a stunning backlog Oracle reported the results of its fiscal 2026 third quarter (ended Feb. 28), and both sales and profit growth came in ahead of expectations. Revenue of $17.2 billion climbed 22% year over year, fueling adjusted earnings per share (EPS) that increased 21% to $1.79. For context, analysts' consensus estimates were calling for revenue of $16.9 billion and EPS of $1.70, so Oracle surpassed those benchmarks with room to spare. The company's cloud segment grew 44% year over year to $8.9 billion, and now accounts for more than half of Oracle's total sales. The vast majority of that rise came courtesy of Oracle Cloud Infrastructure (OCI) -- which competes in cloud computing with the likes of Amazon Web Services, Alphabet's Google Cloud, and Microsoft Azure -- which grew 84% year over year in the current quarter. Oracle's backlog was the centerpiece of the results. CEO Safra Catz revealed that the company's remaining performance obligation (RPO) -- a backlog of future sales -- rose to $553 billion, surging 325% year over year. Driving the increase was several "large-scale AI contracts" signed during the quarter. Expand NYSE : ORCL Oracle Today's Change ( 10.88 %) $ 16.25 Current Price $ 165.65 Key Data Points Market Cap $429B Day's Range $ 164.63 - $ 171.75 52wk Range $ 118.86 - $ 345.72 Volume 1.7M Avg Vol 29M Gross Margin 65.40 % Dividend Yield 1.34 % Moreover, Oracle noted that the increase in RPO wo...
Key Points Fears regarding a potential slowdown in AI growth have pushed Oracle's stock lower. The company responded by beating expectations, increasing its backlog, and raising next year's guidance. 10 stocks we like better than Oracle › Oracle (NYSE: ORCL) might well be the Rodney Dangerfield of cloud providers -- "I don't get no respect." Despite reporting better-than-expected results for two c...
Key Points Fears regarding a potential slowdown in AI growth have pushed Oracle's stock lower. The company responded by beating expectations, increasing its backlog, and raising next year's guidance. 10 stocks we like better than Oracle › Oracle (NYSE: ORCL) might well be the Rodney Dangerfield of cloud providers -- "I don't get no respect." Despite reporting better-than-expected results for two consecutive quarters, the stock has fallen 54% over the past six months. Soaring capital spending and fears about a slowing in demand for artificial intelligence (AI) have weighed on the cloud infrastructure and AI provider. After the market closed on Tuesday, Oracle reported its results, and the stock is finally getting a little love, climbing roughly 11% in after-hours trading. 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 » Robust results and a stunning backlog Oracle reported the results of its fiscal 2026 third quarter (ended Feb. 28), and both sales and profit growth came in ahead of expectations. Revenue of $17.2 billion climbed 22% year over year, fueling adjusted earnings per share (EPS) that increased 21% to $1.79. For context, analysts' consensus estimates were calling for revenue of $16.9 billion and EPS of $1.70, so Oracle surpassed those benchmarks with room to spare. The company's cloud segment grew 44% year over year to $8.9 billion, and now accounts for more than half of Oracle's total sales. The vast majority of that rise came courtesy of Oracle Cloud Infrastructure (OCI) -- which competes in cloud computing with the likes of Amazon Web Services, Alphabet's Google Cloud, and Microsoft Azure -- which grew 84% year over year in the current quarter. Oracle's backlog was the centerpiece of the results. CEO Safra Catz revealed that the company's remaining performance obligation (RPO) -- a back...
AI anxiety is sweeping through markets, IT spending is racing toward the trillion-dollar mark, and private equity–backed tech firms are facing a new valuation reality. Coupa CEO Leagh Turner explains why companies with strong data moats and cloud-native architecture are pulling ahead, how AI is reshaping the workforce and why being private is giving her company the freedom to invest aggressively i...
AI anxiety is sweeping through markets, IT spending is racing toward the trillion-dollar mark, and private equity–backed tech firms are facing a new valuation reality. Coupa CEO Leagh Turner explains why companies with strong data moats and cloud-native architecture are pulling ahead, how AI is reshaping the workforce and why being private is giving her company the freedom to invest aggressively in this pivotal moment for software. (Source: Bloomberg)