Image source: The Motley Fool. Wednesday, March 11, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Financial Officer — Todd Comfer President, Meals & Beverages and Snacks — Mick Beekhuizen TAKEAWAYS Snacks Net Sales -- Declined 6%, leading to significant margin deleveraging. -- Declined 6%, leading to significant margin deleveraging. Snacks Segment Margin -- Reported at 7%, a drop of 390 basis points; ...
Image source: The Motley Fool. Wednesday, March 11, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Financial Officer — Todd Comfer President, Meals & Beverages and Snacks — Mick Beekhuizen TAKEAWAYS Snacks Net Sales -- Declined 6%, leading to significant margin deleveraging. -- Declined 6%, leading to significant margin deleveraging. Snacks Segment Margin -- Reported at 7%, a drop of 390 basis points; roughly 25% of the decline attributed to Fresh Bakery performance and the remainder to sales deleverage and continued investment in marketing and SG&A. -- Reported at 7%, a drop of 390 basis points; roughly 25% of the decline attributed to Fresh Bakery performance and the remainder to sales deleverage and continued investment in marketing and SG&A. Second-Half Snacks Guidance -- Management expects Snacks net sales to remain down approximately 4%, with Q4 performing slightly better than Q3 but no substantial sequential growth benefit projected. -- Management expects Snacks net sales to remain down approximately 4%, with Q4 performing slightly better than Q3 but no substantial sequential growth benefit projected. Snacks Margin Outlook -- Modest improvement anticipated in Q3, with stronger performance expected in Q4 as Fresh Bakery is stabilized and marketing spend is lower year over year. -- Modest improvement anticipated in Q3, with stronger performance expected in Q4 as Fresh Bakery is stabilized and marketing spend is lower year over year. Promotional Strategy -- A "surgical" promotional approach is targeted in Salty Snacks, especially chips, rather than broad-based everyday price cuts. -- A "surgical" promotional approach is targeted in Salty Snacks, especially chips, rather than broad-based everyday price cuts. Capex Reduction -- Capital expenditures reduced by $50 million for the year. -- Capital expenditures reduced by $50 million for the year. Debt Prioritization -- No further share buybacks planned, even anti-dilutive, with heightened focus on debt reduction and cash...
Seven thousand glasses of champagne, 600 pizzas, 90kg of steak. This is some of what celebrities attending the traditional post-Oscars dinner will be sampling on Sunday night. The feast, served at the Governors Ball, has been put together by chef Wolfgang Puck and a team of 75 savoury chefs and 45 pastry chefs to serve the 1,500 guests. Those who don't take home a coveted award will instead be abl...
Seven thousand glasses of champagne, 600 pizzas, 90kg of steak. This is some of what celebrities attending the traditional post-Oscars dinner will be sampling on Sunday night. The feast, served at the Governors Ball, has been put together by chef Wolfgang Puck and a team of 75 savoury chefs and 45 pastry chefs to serve the 1,500 guests. Those who don't take home a coveted award will instead be able to take home one of the 2,000 mini chocolate statuettes dusted in gold. Puck said the leftover food will be taken to Los Angeles' Skid Row, an area of the city with a large homeless population, and distributed there.
Tatsuya Ozaki/iStock via Getty Images GENERAL FUND INFORMATION Ticker: WHYIX Portfolio managers: Dennis Derby; Kerry Laurin, CFA®, CPA; and Nicholos Venditti, CFA® Subadvisor: Allspring Global Investments, LLC Category: High yield muni FUND STRATEGY Uses both bottom-up credit research and top-down macroeconomic analysis Seeks to generate excess performance by actively managing the four key element...
Tatsuya Ozaki/iStock via Getty Images GENERAL FUND INFORMATION Ticker: WHYIX Portfolio managers: Dennis Derby; Kerry Laurin, CFA®, CPA; and Nicholos Venditti, CFA® Subadvisor: Allspring Global Investments, LLC Category: High yield muni FUND STRATEGY Uses both bottom-up credit research and top-down macroeconomic analysis Seeks to generate excess performance by actively managing the four key elements of total return: duration, yield-curve positioning, sector and credit-quality allocation, and security selection Uses a relative-value approach based on extensive credit analysis that seeks opportunities from changing market trends and pricing inefficiencies to generate excess returns AVERAGE ANNUAL TOTAL RETURNS (%) AS OF 12/31/2025* 3 MONTH YEAR TO DATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE FUND INCEPTION (1/31/13) High Yield Municipal Bond Fund-Inst 2.19 2.74 2.74 4.96 1.45 3.11 3.83 High Yield Municipal Bond Blended Index 1.31 3.17 3.17 5.13 1.64 3.56 Lipper High Yield Municipal Debt Funds Average 0.92 1.45 1.45 4.21 0.78 2.83 Click to enlarge *Returns for periods less than one year are not annualized. Figures quoted represent past performance, which is no guarantee of future results, and do not reflect taxes a shareholder may pay on an investment in a fund. Investment return, principal value, and yields of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends and capital gains. Current month-end performance is available at the fund’s website, allspringglobal.com . Institutional Class shares are sold without a front-end sales charge or contingent deferred sales charge. The fund’s gross expense ratio is 0.70%. The fund’s net expense ratio is 0.55%. The manager has contractually committed, through October 31, 2026, to waive fees and/or reimburse expenses to the extent necessary to cap t...
Explore Alpha Picks Today! Join Pro Quant Portfolio Now! Sign Up For Premium Today! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Daniel Snyder : Hey, everyone. Daniel Snyder here from Seeking Alpha. Thank you for taking the time...
Explore Alpha Picks Today! Join Pro Quant Portfolio Now! Sign Up For Premium Today! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Daniel Snyder : Hey, everyone. Daniel Snyder here from Seeking Alpha. Thank you for taking the time to tune in to this video. We had to do it because time is of the essence. You obviously are all watching what we're watching here in the markets. The oil volatility is off the charts. We've seen the spikes. We've seen the pullbacks. We see constant updates every day in headline news right now. So, we threw together this quick presentation today with Steven Cress, who, him and his team have done the research, and we're going to dive into the research right now, as well as present five stocks for you today that could benefit extremely well in the months and years ahead based off of the Seeking Alpha Quant system. But before we do that, let's go ahead and get this quick legal disclaimer out of the way. We are not advising you personally concerning the nature, potential, value, or suitability of any particular security. You alone are solely responsible for determining whether any investment, security, strategy, or any product or service is appropriate or suitable for you based on your investment objectives and personal and financial situation. This presentation is for information purposes only. Content is presented as of the date published or indicated and may be superseded by future events. It represents my opinions and Steven Cress’ opinions, which may not reflect the views of Seeking Alpha as a whole. Past performance is no guarantee of future results. Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. And with that out the way, I want to bring in our Quant Titan, and I always call you the Titan because the Quant system is ...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Tesla's long-time Vice President of Finance, Sendil Palani, has departed after 17 years with the company. His exit adds to a broader wave of senior leadership departures at Tesla since 2021. The leadership turnover comes as Tesla commits over $20b in capital i...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Tesla's long-time Vice President of Finance, Sendil Palani, has departed after 17 years with the company. His exit adds to a broader wave of senior leadership departures at Tesla since 2021. The leadership turnover comes as Tesla commits over $20b in capital investment to AI, robotaxis, and humanoid robots. Tesla, NasdaqGS:TSLA, is in the middle of a major shift as it leans harder into AI and robotics, while also seeing meaningful change in its senior ranks. The stock recently closed at $399.24, with a 1.7% gain over the past week and a 73.1% return over the past year. Over 3 years and 5 years, returns of 117.9% and 76.9% describe how much of Tesla's story has already played out in the market. For investors, a key question is how the loss of long-tenured executives, including a 17-year finance veteran, interacts with more than $20b earmarked for complex new initiatives. Tesla is moving further from its original pure EV focus into AI-heavy areas such as robotaxis and humanoid robots, which can raise execution and risk management challenges. How the company aligns leadership, capital spending, and technical ambition may be central to future sentiment on NasdaqGS:TSLA. Stay updated on the most important news stories for Tesla by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Tesla. NasdaqGS:TSLA 1-Year Stock Price Chart Does the team leading Tesla have what it takes? See our full breakdown of the management team's track record and compensation. Palani’s exit removes one of the last pre IPO finance leaders at a time when Tesla is preparing to deploy more than US$20b into AI, robotaxis, and humanoid robots in 2026. For you, the key issue is execution on this capital plan without the institutional memory of a 17 year finance veteran who helped fund previous vehicle launch...
Adobe ( ADBE ) is set to post first quarter results on Thursday, after markets close. Wall Street expects the Photoshop maker to post EPS of $5.87, implying a rise of 15.6%, while revenue is set to rise 10% to $6.28 billion during the quarter. Along with strong demand for Adobe’s usual design and Photoshop tools, the company’s push into AI has helped it to attract more customers. The company, duri...
Adobe ( ADBE ) is set to post first quarter results on Thursday, after markets close. Wall Street expects the Photoshop maker to post EPS of $5.87, implying a rise of 15.6%, while revenue is set to rise 10% to $6.28 billion during the quarter. Along with strong demand for Adobe’s usual design and Photoshop tools, the company’s push into AI has helped it to attract more customers. The company, during its fourth quarter results, said its total new AI-influenced ARR now exceeds 1/3 of its overall book of business. Last year, Adobe acquired software company Semrush in an all-cash deal worth $1.9B to delve deeper into the ad market using the company's generative AI expertise. Adobe, in December, forecast fiscal 2026 revenue and profit above Wall Street expectations. Over the last two years, Adobe has beaten both revenue and EPS estimates 100% of the time. Seeking Alpha analysts and Wall Street are bullish and rated the stock a Buy. In contrast, Seeking Alpha’s Quant rating consider it a Hold. Seeking Alpha analyst Luca Socci said during its current quarter Adobe will need to address “AI-disruption fears” and that investors will need to be reassured that total ARR keeps growing above 10%. “To avoid a deep post-1Q selloff, ADBE must demonstrate competitive agentic AI integration and raise both revenue and EPS guidance in the upcoming earnings,” said Seeking Alpha analyst Johnny Zhang, adding that “as long as its FY2026 outlook doesn't fall below the current market consensus, ADBE is a strong buy.” Meanwhile, Citi analysts cut PT on the stock to $315 from $387, saying it expects Q1 metrics to slightly exceed guidance and see minimal upside revisions to the FY26 outlook. “We remain Neutral-rated on ADBE into FQ1 earnings where we expect a continued focus on leveraging the freemium funnel/expanding new users to increase monetization as we look for signs of ramping Firefly adoption/monetization,” analyst Tyler Radke said. Over the last three months, EPS estimates have seen 25 ...
gerenme/iStock via Getty Images GoodRx ( GDRX ) on Wednesday launched a program to offer up to an 85% discount on several brand-name medications marketed by Viatris ( VTRS ) for cash-paying customers as part of a new partnership with the U.S. drugmaker. Under the deal, 17 brand-name medications, including cholesterol therapy Lipitor developed by Viatris ( VTRS ), will be sold at the discounted cas...
gerenme/iStock via Getty Images GoodRx ( GDRX ) on Wednesday launched a program to offer up to an 85% discount on several brand-name medications marketed by Viatris ( VTRS ) for cash-paying customers as part of a new partnership with the U.S. drugmaker. Under the deal, 17 brand-name medications, including cholesterol therapy Lipitor developed by Viatris ( VTRS ), will be sold at the discounted cash prices across more than 70,000 pharmacies in the U.S., the healthcare savings platform said. Additionally, some Viatris ( VTRS ) medications will be available on GoodRx ( GDRX ) for as low as $0–$4 for certain patients with commercial insurance, the company added. Many of the drugs selected for the collaboration already generate significant search volume on its platform, according to GoodRx ( GDRX ). “As healthcare evolves, expanding access pathways through trusted platforms like GoodRx is another way to help our medicines remain within reach for the patients who rely on them,” said Viatris ( VTRS ) chief commercial officer Corinne Le Goff. More on GoodRx Holdings, Viatris GoodRx: Losing Relevance With Consumers (Downgrade) Viatris Inc. (VTRS) Q4 2025 Earnings Call Transcript GoodRx Holdings, Inc. (GDRX) Q4 2025 Earnings Call Transcript Top 10 healthcare stocks with highest dividend yield amid volatile markets FDA issues draft guidance to relax testing rules to encourage biosimilar drugs
格隆汇3月11日|英伟达(NVDA.US)涨1.4%,报187.4美元。消息面上,英伟达CEO黄仁勋罕见以个人名义发表长篇博文“AI is a five layer cake”,他将AI产业架构形象地比作“五层蛋糕”:能源→芯片→基础设施→模型→应用。黄仁勋写道:“我们才刚刚开始这项建设。我们已经投入了数千亿美元。还有数万亿美元的基础设施需要建设。” 此外,英伟达与NEBIUS达成战略合作,共同开...
格隆汇3月11日|英伟达(NVDA.US)涨1.4%,报187.4美元。消息面上,英伟达CEO黄仁勋罕见以个人名义发表长篇博文“AI is a five layer cake”,他将AI产业架构形象地比作“五层蛋糕”:能源→芯片→基础设施→模型→应用。黄仁勋写道:“我们才刚刚开始这项建设。我们已经投入了数千亿美元。还有数万亿美元的基础设施需要建设。” 此外,英伟达与NEBIUS达成战略合作,共同开发并部署面向AI市场的新一代超大规模云服务。英伟达将向NEBIUS投资20亿美元,支持其在2030年底前实现超5吉瓦算力部署目标。(格隆汇)
The S&P 500 Index ($SPX) (SPY) is up +0.20%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.26%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.46%. In an effort to stabilize energy markets disrupted by conflict in the Middle East, the International Energy Agency has authorized a record-breaking release of 400 million barrels of oil from its member nations' strategic reserves, surpassi...
The S&P 500 Index ($SPX) (SPY) is up +0.20%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.26%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.46%. In an effort to stabilize energy markets disrupted by conflict in the Middle East, the International Energy Agency has authorized a record-breaking release of 400 million barrels of oil from its member nations' strategic reserves, surpassing its previous historic action taken in 2022. Oracle is rallying more than 10% after the company reported strong sales and issued optimistic guidance on demand for AI computing. Stocks showed little net reaction to the CPI report, which was in line with market expectations. Stocks are seeing downward pressure as the Iran war drags on, with three vessels hit by missiles today in the Strait of Hormuz and the Persian Gulf, and with new volleys of missiles hitting Israel. Today’s US Feb CPI report was exactly in line with market expectations. The Feb CPI rose +0.3% m/m and +2.4% y/y, while the Feb core CPI rose +0.2% m/m and +2.5% y/y. Today’s headline CPI report of +2.4% y/y was just 0.1 point above the 5-year low posted in April 2025, while today’s core CPI of +2.5% y/y matched the 5-year low posted in the two previous months. Even though the CPI figures are at or near 5-year lows, they are still above the Fed’s target of +2%. Moreover, inflation pressures will worsen in the coming months due to the recent spike in oil and fuel prices caused by the war in Iran. Stocks were undercut today after JPMorgan Chase said it is restricting lending to private credit funds amid markdowns on some of its loans in the sector, hampering the sector's attempt to weather the current crisis. The $1.8 trillion private credit sector is struggling to cope with an investor exodus driven by unattractive returns and fears of more financial difficulties among portfolio borrowers. Q4 earnings season is nearly over, with more than 95% of the S&P 500 companies having reported earnings results. Earnings ...
Douglas Rissing U.S. regulators expect to unveil the initial Basel III Endgame capital proposals by the end of the month or a little sooner, said Federal Reserve Vice Chair for Supervision Michelle Bowman. Bowman was speaking on "Supervision and Regulation" at the American Bankers Association Washington Summit. With the Federal Reserve in a blackout window right now, she was not permitted to talk ...
Douglas Rissing U.S. regulators expect to unveil the initial Basel III Endgame capital proposals by the end of the month or a little sooner, said Federal Reserve Vice Chair for Supervision Michelle Bowman. Bowman was speaking on "Supervision and Regulation" at the American Bankers Association Washington Summit. With the Federal Reserve in a blackout window right now, she was not permitted to talk on the economy or monetary policy. Bowman is set to speak on Basel III and bank capital rules tomorrow in Washington, D.C. "Tomorrow I'll be sketching out sort of an overview of what our proposal looks like," she said. On banks' liquidity and asset sizes, Bowman said, "We learned some things following Silicon Valley Bank's failure—that there are ways that we could work to improve how we have our framework." "We don't let grass grow, and it's time to move on to things that are really meaningful for our financial institutions and for banks in particular," she said. "I would like to see a smaller balance sheet for the Federal Reserve as a whole," said Bowman. "But a lot of our approaches to liquidity really don't incentivize a smaller balance sheet." On bank mergers, the Fed vice chair said, "One thing we've noticed is that over time our timelines for reviewing and approving applications has, gotten out of hand. So we're working very diligently to make sure that we're meeting our statutory deadlines." "We're also thinking about ways that we can ensure that there aren't unnecessary delays," she said. On trust charters and master accounts, Bowman said, "Last week Kraken ( KRAKEN ) received approval for a master account , and we're curious why this was approved before the skinny master account proposal was finalized." "We've had to think more about whether or not there needs to be a path for non-bank financial institutions to, to, to be a part of the master account system and to be able to access that," she noted. More on the U.S. Economy Mortgage demand decelerates as market vol...
Equity markets have been volatile this year, and market downturns have a way of testing even the most confident investors. Amid geopolitical tensions and lingering tariff-related uncertainty, some fear the stock market could take a turn for the worse by the end of the year, though no one can know for sure. But history shows that some of the best long-term investment opportunities emerge precisely ...
Equity markets have been volatile this year, and market downturns have a way of testing even the most confident investors. Amid geopolitical tensions and lingering tariff-related uncertainty, some fear the stock market could take a turn for the worse by the end of the year, though no one can know for sure. But history shows that some of the best long-term investment opportunities emerge precisely when uncertainty is at its highest. The key isn’t trying to predict exactly when the market will bottom. Instead, it’s identifying high-quality companies with resilient businesses -- ones capable of weathering economic slowdowns and continuing to create value for years to come. Here are two excellent examples: AbbVie (ABBV +0.12%) and Microsoft (MSFT 0.29%). 1. AbbVie The pharmaceutical leader has a vast portfolio of medicines across several therapeutic areas, enabling it to generate consistent revenue and earnings. Prescription volumes may soften during challenging periods, but demand for therapies addressing chronic autoimmune conditions and cancer -- areas where AbbVie has a strong portfolio -- tends to remain resilient over time. In other words, pharma stocks tend to be defensive in nature. That's among the several reasons why AbbVie should navigate a market downturn or any severe economic problem relatively well. When the going gets rough, investors tend to pivot to defensive stocks from a predominantly cyclical exposure. However, it must be kept in mind that not all healthcare stocks are created equal. For example, speculative biotechs with no products on the market and consistent net losses wouldn't count as defensive stocks. Expand NYSE : ABBV AbbVie Today's Change ( 0.12 %) $ 0.28 Current Price $ 227.29 Key Data Points Market Cap $401B Day's Range $ 225.29 - $ 227.44 52wk Range $ 164.39 - $ 244.81 Volume 470K Avg Vol 6.8M Gross Margin 70.12 % Dividend Yield 2.93 % Further, AbbVie has a deep pipeline, allowing it to develop and launch newer, better products. This is...
Key Points AbbVie can maintain solid financial results even during recessions. Microsoft's vast and loyal client base and strong growth prospects make it a stock worth holding on to in a recession. 10 stocks we like better than AbbVie › Equity markets have been volatile this year, and market downturns have a way of testing even the most confident investors. Amid geopolitical tensions and lingering...
Key Points AbbVie can maintain solid financial results even during recessions. Microsoft's vast and loyal client base and strong growth prospects make it a stock worth holding on to in a recession. 10 stocks we like better than AbbVie › Equity markets have been volatile this year, and market downturns have a way of testing even the most confident investors. Amid geopolitical tensions and lingering tariff-related uncertainty, some fear the stock market could take a turn for the worse by the end of the year, though no one can know for sure. But history shows that some of the best long-term investment opportunities emerge precisely when uncertainty is at its highest. 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 » The key isn’t trying to predict exactly when the market will bottom. Instead, it’s identifying high-quality companies with resilient businesses -- ones capable of weathering economic slowdowns and continuing to create value for years to come. Here are two excellent examples: AbbVie (NYSE: ABBV) and Microsoft (NASDAQ: MSFT). 1. AbbVie The pharmaceutical leader has a vast portfolio of medicines across several therapeutic areas, enabling it to generate consistent revenue and earnings. Prescription volumes may soften during challenging periods, but demand for therapies addressing chronic autoimmune conditions and cancer -- areas where AbbVie has a strong portfolio -- tends to remain resilient over time. In other words, pharma stocks tend to be defensive in nature. That's among the several reasons why AbbVie should navigate a market downturn or any severe economic problem relatively well. When the going gets rough, investors tend to pivot to defensive stocks from a predominantly cyclical exposure. However, it must be kept in mind that not all healthcare stocks are created equal. For example, spe...
March 11, 2026 UPDATE “Friday Night Baseball” returns to Apple TV :br(s):on March 27 for its fifth season Exclusive weekly MLB doubleheaders return with the Los Angeles Angels at the Houston Astros, and the Cleveland Guardians at the Seattle Mariners “Friday Night Baseball” — a weekly Major League Baseball (MLB) doubleheader on Apple TV — returns for its fifth season on Friday, March 27. Fans acro...
March 11, 2026 UPDATE “Friday Night Baseball” returns to Apple TV :br(s):on March 27 for its fifth season Exclusive weekly MLB doubleheaders return with the Los Angeles Angels at the Houston Astros, and the Cleveland Guardians at the Seattle Mariners “Friday Night Baseball” — a weekly Major League Baseball (MLB) doubleheader on Apple TV — returns for its fifth season on Friday, March 27. Fans across 60 countries and regions can enjoy two marquee matchups each week throughout the 25-week MLB regular season, featuring enhanced production quality, expert commentary, and no local broadcast restrictions. Apple and MLB today revealed the “Friday Night Baseball” schedule for the first half of the season, with games running through June 26. Highlights include the storied New York Subway Series matchup between the Yankees and Mets, plus multiple appearances by reigning National League MVP Shohei Ohtani and the defending World Series champion Los Angeles Dodgers, including a classic matchup against the Cubs at Dodger Stadium, a showdown with the Philadelphia Phillies, and a heated NL West rivalry game against the San Diego Padres. See below for the full schedule. “‘Friday Night Baseball’ on Apple TV continues to elevate how fans experience the game,” said Oliver Schusser, Apple’s vice president of Apple Music, Apple TV, Sports, and Beats. “With cutting-edge production — including the integration of iPhone to capture immersive new perspectives — and a full season of marquee matchups available without local broadcast restrictions, we’re delivering a modern, premium broadcast experience designed for fans everywhere.” For the fourth straight season, “Friday Night Baseball” games will be called by broadcast teams Wayne Randazzo (play-by-play), Dontrelle Willis (analyst), and Heidi Watney (sideline reporter); and Alex Faust (play-by-play), Ryan Spilborghs (analyst), and Tricia Whitaker (sideline reporter) with Rich Waltz, who will join the broadcast team to call select games during...
Analysts from Morgan Stanley came away from the Wall Street bank's big tech conference last week with greater conviction on a handful of tech companies. In early March, Morgan Stanley hosted its annual Technology, Media & Telecom conference in San Francisco, where dozens of companies, including Microsoft , Nvidia , and Walmart , gave their view on AI trends, opportunities and risks. Coming out of ...
Analysts from Morgan Stanley came away from the Wall Street bank's big tech conference last week with greater conviction on a handful of tech companies. In early March, Morgan Stanley hosted its annual Technology, Media & Telecom conference in San Francisco, where dozens of companies, including Microsoft , Nvidia , and Walmart , gave their view on AI trends, opportunities and risks. Coming out of the conference, top analysts from Morgan Stanley spotlighted several technology companies it views as leaders in areas as varied as semiconductors, media and e-commerce. Nvidia, for example, remains a top pick at the investment bank after CEO Jensen Huang spoke at the conference, addressing the AI chipmaker's capex funding and arguing that "compute equals revenues." "AI remained the dominant focus, with virtually every company discussing its strategy as either an AI enabler and/or an AI adopter," Morgan Stanley analysts led by strategist Michelle Weaver wrote to clients on Tuesday. "This year, the discussion took a leap forward. Nearly every company spoke about deploying AI more deeply across multiple business units rather than experimenting at the margins," the note continued. Take a look at Morgan Stanley's highest-conviction stocks within its TMT universe: Amazon , Nvidia and Western Digital each have more than 40% potential upside ahead, based on Morgan Stanley's 12-month price targets on the stocks. For example, analyst Brian Nowak, who covers Amazon, has a $300 price target on the dominant e-commerce platform. He believes Amazon's high-margin businesses will fuel greater profits, while also allowing it to invest in last mile delivery, Prime Now; Fresh; Alexa; Amazon Web Services and more. "Amazon Prime membership growth drives recurring revenue and positive mix shift. Cloud adoption hitting an inflection point. Advertising serves as a key area for both further growth potential and profitability flow-through," Nowak wrote of Amazon. Amazon's performance this year shows...
Image source: The Motley Fool. Wednesday, March 11, 2026 at 9 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Brad Archer Chief Financial Officer — Jason Paul Vlacich Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Contract Awards -- Secured over $740 million in long-term contracts since February 2025, including more than $495 million attributed to the ...
Image source: The Motley Fool. Wednesday, March 11, 2026 at 9 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Brad Archer Chief Financial Officer — Jason Paul Vlacich Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Contract Awards -- Secured over $740 million in long-term contracts since February 2025, including more than $495 million attributed to the WHS segment, establishing a record period for the company. -- Secured over $740 million in long-term contracts since February 2025, including more than $495 million attributed to the WHS segment, establishing a record period for the company. WHS Segment Momentum -- WHS (Workforce Hospitality Solutions) segment generated nearly $40 million in quarterly revenue, with contract wins driving reactivation of close to 3,000 beds and data center community footprint expanding 320% from 250 beds to over 1,000 beds within months. -- WHS (Workforce Hospitality Solutions) segment generated nearly $40 million in quarterly revenue, with contract wins driving reactivation of close to 3,000 beds and data center community footprint expanding 320% from 250 beds to over 1,000 beds within months. Customer Retention -- Customer renewal rates exceeded 90%, with average customer relationships spanning more than five years, reflecting enduring client loyalty. -- Customer renewal rates exceeded 90%, with average customer relationships spanning more than five years, reflecting enduring client loyalty. New Community Contracts -- West Texas Power Community and Pecos Power Community contracts reactivated more than 1,800 beds in Pecos, Texas, representing over $150 million in multiyear minimum revenue commitments. -- West Texas Power Community and Pecos Power Community contracts reactivated more than 1,800 beds in Pecos, Texas, representing over $150 million in multiyear minimum revenue commitments. Quarterly Financials -- Reported total revenue of approximately $90 million and adjusted EBITDA of about $...
The International Energy Agency agreed to discharge 400 million barrels from emergency oil reserves, its largest-ever release, as governments seek to contain a spike in energy prices driven by the Middle East war. “The oil market challenges we are facing are unprecedented in scale,” IEA Executive Director Fatih Birol Wednesday said in a statement. “IEA member countries have responded with an emerg...
The International Energy Agency agreed to discharge 400 million barrels from emergency oil reserves, its largest-ever release, as governments seek to contain a spike in energy prices driven by the Middle East war. “The oil market challenges we are facing are unprecedented in scale,” IEA Executive Director Fatih Birol Wednesday said in a statement. “IEA member countries have responded with an emergency collective action of unprecedented size.” The decision was unanimous, Birol said, without detailing the pace of the release. Oil soared to almost $120 a barrel in London earlier this week as flows through the Persian Gulf’s critical Strait of Hormuz remained essentially halted, though futures have since eased — in part on expectations that governments would tap their oil reserves. The IEA, which co-ordinates stockpile releases for OECD countries, has said its 32 members hold more than 1.2 billion barrels in public emergency stockpiles, including the largest buffer, the US Strategic Petroleum Reserve. There’s a further 600 million barrels of industry stocks under government obligation.
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . Group of Seven leaders are holding talks this afternoon to discuss the impact of the Iran war on energy supplies as governments across the EU seek ways of limiting the short-term fallout for their constituents. In an effort to contain...
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . Group of Seven leaders are holding talks this afternoon to discuss the impact of the Iran war on energy supplies as governments across the EU seek ways of limiting the short-term fallout for their constituents. In an effort to contain the spike in oil prices triggered by the conflict, the International Energy Agency (IEA) has proposed its members release emergency oil reserves of as many as 400 million barrels, which would be the largest such move in the organization’s history. The EU, whose top officials will represent the bloc in the G-7 talks, will convene its oil coordination group tomorrow. Earlier today, European Commission President Ursula von der Leyen said the EU executive is exploring measures to try to weaken the influence of natural gas on power costs across the region – including a possible cap on the price. “It is crucial that we reduce the cost impact, when gas sets the electricity price,” von der Leyen said in a speech at the European Parliament in Strasbourg. “We are preparing different options: better use of Purchase Power Agreements and contracts for difference; state aid measures; exploring subsidizing or capping the gas price,” she added. The EU created an emergency gas-price cap mechanism during the energy crisis that followed Russia’s full-scale invasion of Ukraine four years ago, though it was never deployed. Von der Leyen also defended the EU’s Emissions Trading System (ETS), the cornerstone of the bloc’s green agenda, against criticism from business groups. “Without ETS we would now consume 100 billion cubic meters more gas, again making us more vulnerable, more dependent and weaker,” von der Leyen said. “So we need ETS. But we need to modernize it.” More immediate measures being enacted across the region to stem rising prices include a profit-margin cap on fuel and groceries f...