划重点 ① 传统能源危机已从“实物稀缺”转向“预期管理”。2026 年，霍尔木兹海峡封锁引发的溢价半衰期缩短至 12 小时。这种快速反应机制证明：在通胀敏感期，传统避险逻辑正被高效的政策干预解构。 ② 特朗普的“和平叙事”和言语干预本质上是一种降息替代品，为市场注入了确定性流动性。资金在极短时间内完成从原油、黄金向高久期资产的撤离与回补，反映出当前全球热钱对“错过反转”的极致焦虑。 ③ RockF...
Since the new year began, shares of memory juggernaut Micron (NASDAQ:MU) have started to look toppy, with shares falling into two separate corrections (of around 13-15%) in the first quarter. Despite the increased turbulence, though, the stock remains one of the biggest winners on Wall Street of 2026, now up 28% year to date. When ... Is Micron Getting Toppy? Not According to These Pros Who See Ev...
Since the new year began, shares of memory juggernaut Micron (NASDAQ:MU) have started to look toppy, with shares falling into two separate corrections (of around 13-15%) in the first quarter. Despite the increased turbulence, though, the stock remains one of the biggest winners on Wall Street of 2026, now up 28% year to date. When ... Is Micron Getting Toppy? Not According to These Pros Who See Even More Upside Ahead
(RTTNews) - AI company Baidu, Inc. (BIDU) announced Wednesday the launch of DuClaw, a new zero-deployment service from Baidu AI Cloud that enables users to instantly access the OpenClaw agent platform. DuClaw is currently available through a web interface, with plans to support integration with enterprise collaboration platforms such as WeCom, DingTalk, and Feishu. The service includes a set of pr...
(RTTNews) - AI company Baidu, Inc. (BIDU) announced Wednesday the launch of DuClaw, a new zero-deployment service from Baidu AI Cloud that enables users to instantly access the OpenClaw agent platform. DuClaw is currently available through a web interface, with plans to support integration with enterprise collaboration platforms such as WeCom, DingTalk, and Feishu. The service includes a set of pre-built Baidu skills, such as Baidu Search, Baidu Baike and Baidu Scholar, allowing the agent to access trusted information sources directly. It also supports multiple mainstream foundation models, allowing users to select models that best match their needs. DuClaw provides fully managed service with ready-to-use OpenClaw setup hosted on Baidu AI Cloud's high-performance infrastructure, with this zero-deployment approach significantly lowering technical barrier to adoption. It eliminates the need for users to select system images, configure servers, or connect model API keys. The company is now offering a limited-time promotion in March to encourage experimentation among developers and AI enthusiasts. First-time users can subscribe for just RMB 17.8 per month (approximately $2.50 per month). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Sands Capital Management LLC raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 8.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,251,889 shares of the semiconductor company's stock after purchasing an additional 699,611 shares during the quarter. Taiwan Semiconductor M...
Sands Capital Management LLC raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 8.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,251,889 shares of the semiconductor company's stock after purchasing an additional 699,611 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 7.1% of Sands Capital Management LLC's holdings, making the stock its 2nd biggest holding. Sands Capital Management LLC owned about 0.18% of Taiwan Semiconductor Manufacturing worth $2,583,960,000 at the end of the most recent reporting period. Get TSM alerts: Sign Up Other hedge funds have also recently made changes to their positions in the company. Westfuller Advisors LLC raised its holdings in Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company's stock valued at $434,000 after buying an additional 34 shares during the last quarter. BankPlus Wealth Management LLC grew its holdings in Taiwan Semiconductor Manufacturing by 1.6% during the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company's stock worth $640,000 after acquiring an additional 35 shares during the last quarter. Bank of Jackson Hole Trust grew its holdings in Taiwan Semiconductor Manufacturing by 7.5% during the 3rd quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company's stock worth $140,000 after acquiring an additional 35 shares during the last quarter. New Millennium Group LLC increased its position in Taiwan Semiconductor Manufacturing by 2.9% in the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company's stock valued at $349,000 after acquiring an additional 35 shares during the period. Finally, Empirical Asset Management LLC raised its stake in shares of Taiwan Semiconductor Manuf...
If you have spent any time on social media, you have probably seen someone shilling the dream of effortless real estate wealth. The message is always the same: buy a few properties, collect rent checks every month, and build generational passive income. If someone is promising that outcome with little effort, run! Even when these ... Forget Rental Properties: This Real Estate ETF Portfolio Generat...
If you have spent any time on social media, you have probably seen someone shilling the dream of effortless real estate wealth. The message is always the same: buy a few properties, collect rent checks every month, and build generational passive income. If someone is promising that outcome with little effort, run! Even when these ... Forget Rental Properties: This Real Estate ETF Portfolio Generates Passive Income Without the Landlord Headaches
Wingstop ( WING ) on Wednesday announced the purchase of up to an additional $300 million of its outstanding shares of common stock, effective immediately. This authorization continues under the company's existing repurchase program, pursuant to which Wingstop has invested nearly $700 million since inception in August 2023 and repurchased a total of about 2.6 million shares. In 2025 alone, the com...
Wingstop ( WING ) on Wednesday announced the purchase of up to an additional $300 million of its outstanding shares of common stock, effective immediately. This authorization continues under the company's existing repurchase program, pursuant to which Wingstop has invested nearly $700 million since inception in August 2023 and repurchased a total of about 2.6 million shares. In 2025 alone, the company repurchased just over 1.2 million shares and has approximately $53.4 million remaining under its current authorization. Wingstop expects to fund repurchases with existing cash and cash equivalents as well as anticipated cash flow from operations. Source: Press Release More on Wingstop Wingstop: Can The Moat Survive The Fried Chicken War? (Rating Downgrade) Wingstop: Losing Patience With Poor Franchisee Performance (Rating Downgrade) Wingstop Inc. (WING) Q4 2025 Earnings Call Transcript Dutch Bros, Chipotle, Wingstop, and First Watch top BofA's restaurant list Wingstop outlines 15%-16% global unit growth for 2026 as Smart Kitchen rollout drives operational gains
Amazon-owned Zoox has reached a partnership to offer its robotaxis on Uber Technologies' app, the companies announced Wednesday. The arrangement will bring Zoox's boxy autonomous cabs to the Uber app in Las Vegas this summer and in Los Angeles by the middle of next year, according to a news release. Uber riders can be matched with a Zoox robotaxi on eligible trips, though Zoox will also keep offer...
Amazon-owned Zoox has reached a partnership to offer its robotaxis on Uber Technologies' app, the companies announced Wednesday. The arrangement will bring Zoox's boxy autonomous cabs to the Uber app in Las Vegas this summer and in Los Angeles by the middle of next year, according to a news release. Uber riders can be matched with a Zoox robotaxi on eligible trips, though Zoox will also keep offering service through its Zoox app.
Taiwan Semiconductor Manufacturing Company TSM, also known as TSMC, is among the best-performing technology stocks in the broader equity market amid ongoing macroeconomic challenges and geopolitical tensions. TSM stock has delivered a robust 33.8% gain over the past six months. This performance easily beats the broader Zacks Computer and Technology sector, which has risen 3.4% in the same period. ...
Taiwan Semiconductor Manufacturing Company TSM, also known as TSMC, is among the best-performing technology stocks in the broader equity market amid ongoing macroeconomic challenges and geopolitical tensions. TSM stock has delivered a robust 33.8% gain over the past six months. This performance easily beats the broader Zacks Computer and Technology sector, which has risen 3.4% in the same period. Taiwan Semiconductor is also among the top-performing semiconductor stocks, including Advanced Micro Devices AMD, NVIDIA NVDA and Broadcom AVGO. Over the past six months, shares of Advanced Micro Devices and NVIDIA have soared 28.6% and 4%, respectively, while Broadcom has declined 4.8%. This outperformance shows investors are becoming increasingly confident in Taiwan Semiconductor’s long-term story, even in a volatile market shaped by trade conflicts and geopolitical risks. We believe this momentum is grounded in strong fundamentals, and TSMC’s long-term outlook justifies a buy position for now. TSM Six-Month Price Return Performance Zacks Investment Research Image Source: Zacks Investment Research TSM’s Strong Financial Performance Taiwan Semiconductor has been benefiting from the AI boom by manufacturing advanced chips for major AI clients like Advanced Micro Devices, NVIDIA and Broadcom, which has led to record profits and a significant increase in revenues. In the latest concluded financial cycle for 2025, TSMC’s revenues jumped 35.9% year over year to $122.42 billion, while earnings per share soared 51.3% to $10.65. This growth was powered by the booming demand for its advanced 3nm and 5nm nodes, which now account for more than 60% of total wafer sales. Gross margins improved 380 basis points to 59.9%, reflecting better cost efficiencies. Taiwan Semiconductor Manufacturing Company Ltd. Price, Consensus and EPS Surprise Taiwan Semiconductor Manufacturing Company Ltd. Price, Consensus and EPS Surprise Taiwan Semiconductor Manufacturing Company Ltd. price-consensus-eps-s...
imaginima/E+ via Getty Images Japan, which depends on the Middle East for ~95% of its oil supplies, will release one month's worth of its strategic oil reserves and 15 days' worth of private-sector reserves, Prime Minister Takaichi said Wednesday. "Rather than wait for formal IEA approval of a coordinated international reserve release, Japan will act first to ease global energy market supply an...
imaginima/E+ via Getty Images Japan, which depends on the Middle East for ~95% of its oil supplies, will release one month's worth of its strategic oil reserves and 15 days' worth of private-sector reserves, Prime Minister Takaichi said Wednesday. "Rather than wait for formal IEA approval of a coordinated international reserve release, Japan will act first to ease global energy market supply and demand, releasing reserves as early as the 16th of this month," Takaichi said. Japan holds emergency oil reserves equivalent to 254 days of consumption, consisting of national stockpiles (146 days), private-sector reserves (101 days), and joint stockpiles with producing countries (7 days). Germany will release part of its oil reserves after the International Energy Agency recommended the release of 400M barrels of oil from stockpiles, Germany's economy minister said. The planned release of 400M barrels would more than double the IEA's biggest prior release, when the agency's member countries put 182M barrels on the market in 2022 after Russia launched its full-scale invasion of Ukraine. Countries are expected to decide on the IEA proposal by the end of the day, but an objection by even one country could delay the plan. The proposal is intended to counter the massive disruption caused by the near-total closure of the Strait of Hormuz, where 20% of the world's oil supply moves and the threat of attacks on tankers by Iran have brought shipments to a near standstill. Oil prices are rising Wednesday as markets doubt whether the IEA's planned release of oil reserves can offset potential supply shocks from the Middle East war; front-month Nymex crude ( CL1:COM ) for April delivery +3.6% to $86.46/bbl, and front-month Brent crude ( CO1:COM ) for May delivery +3.5% to $90.87/bbl. ETFs: ( USO ), ( BNO ), ( UCO ), ( SCO ), ( USL ), ( DBO ), ( DRIP ), ( GUSH ), ( USOI ), ( XLE ) More on crude oil Fuel Costs Tax Everyone A Range Like Few Others Oil Shock: Why I Just Bought More...
Catheter Precision ( VTAK ) said it has secured up to $88M in strategic institutional financing commitments to fund accelerated growth. The financing provides capital to fund the company’s medical device operations and support the expansion of its newly acquired Flyte aviation platform. Catheter Precision ( VTAK ) on Tuesday completed the acquisition of the remaining 80.02% equity interest in Fly ...
Catheter Precision ( VTAK ) said it has secured up to $88M in strategic institutional financing commitments to fund accelerated growth. The financing provides capital to fund the company’s medical device operations and support the expansion of its newly acquired Flyte aviation platform. Catheter Precision ( VTAK ) on Tuesday completed the acquisition of the remaining 80.02% equity interest in Fly Flyte from Creatd ( CRTDD ), resulting in 100% ownership of the AI-enabled regional aviation operator. VTAK shares fell -9.8% premarket. More on Catheter Precision Creatd sells remaining stake in Fly Flyte to Catheter Precision for about $12 mln in cash and equity Financial information for Catheter Precision
There truly is no right amount to save for retirement, largely because everyone has different expectations for what their retirement will look like. However, people can get into trouble when they don't make a plan. Saving for retirement isn't easy, especially in today's world, where the cost of living is high. Without doing anything, people could find themselves ill-prepared. Setting retirement go...
There truly is no right amount to save for retirement, largely because everyone has different expectations for what their retirement will look like. However, people can get into trouble when they don't make a plan. Saving for retirement isn't easy, especially in today's world, where the cost of living is high. Without doing anything, people could find themselves ill-prepared. Setting retirement goals will help workers understand how much they need to save. Are you on track to retire in 2030? Start by finding your monthly income target. The cost of continuing your current lifestyle Many people look forward to retirement because, after decades of clocking in and out of the office, they want a more relaxing schedule that lets them focus on what they care most about in life. That could mean spending time with family and grandchildren, traveling, or focusing on hobbies they haven't had time for in the past. I think it's safe to say that most people, at the very least, want to maintain the quality of their current lifestyles, and most want it to improve. Most retirement experts will tell you that you'll need about 75% to 80% of your current income to maintain your current lifestyle. If you make $100,000 per year, for example, that means you'll need $75,000 to $80,000. If you divide that number by 12, the amount you'll need is anywhere from $6,250 per month to $6,666 per month. Remember, this is for core expenses such as food, transportation, housing, and so on. It doesn't necessarily include plans for travel or a vacation home. This is a good baseline to start with. Then, consider your specific situation when you reach retirement. For instance, if you purchased a home 20 to 30 years ago, most or all of your mortgage might be paid down, allowing you to eliminate the mortgage expense. If you're no longer going into work, your transportation expenses might also come down. However, retirees might incur additional expenses, such as higher healthcare costs, as they often face h...
Key Points There's no right amount to save for retirement. People should have a plan to achieve their retirement goals. It starts with thinking about what those goals are and budgeting around them. The $23,760 Social Security bonus most retirees completely overlook › There truly is no right amount to save for retirement, largely because everyone has different expectations for what their retirement...
Key Points There's no right amount to save for retirement. People should have a plan to achieve their retirement goals. It starts with thinking about what those goals are and budgeting around them. The $23,760 Social Security bonus most retirees completely overlook › There truly is no right amount to save for retirement, largely because everyone has different expectations for what their retirement will look like. However, people can get into trouble when they don't make a plan. Saving for retirement isn't easy, especially in today's world, where the cost of living is high. Without doing anything, people could find themselves ill-prepared. 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 » Setting retirement goals will help workers understand how much they need to save. Are you on track to retire in 2030? Start by finding your monthly income target. The cost of continuing your current lifestyle Many people look forward to retirement because, after decades of clocking in and out of the office, they want a more relaxing schedule that lets them focus on what they care most about in life. That could mean spending time with family and grandchildren, traveling, or focusing on hobbies they haven't had time for in the past. I think it's safe to say that most people, at the very least, want to maintain the quality of their current lifestyles, and most want it to improve. Most retirement experts will tell you that you'll need about 75% to 80% of your current income to maintain your current lifestyle. If you make $100,000 per year, for example, that means you'll need $75,000 to $80,000. If you divide that number by 12, the amount you'll need is anywhere from $6,250 per month to $6,666 per month. Remember, this is for core expenses such as food, transportation, housing, and so on. It doesn't necessarily include p...
Salesforce, Inc. CRM shares have gained 5.1% in the past month, outperforming the broader Zacks Internet – Software industry, which has risen 3.9% in the same period. The stock has also performed better than several large enterprise software peers, including Oracle Corporation ORCL, Microsoft Corporation MSFT and SAP SE SAP. Over the past month, Microsoft stock gained 1%, while shares of Oracle an...
Salesforce, Inc. CRM shares have gained 5.1% in the past month, outperforming the broader Zacks Internet – Software industry, which has risen 3.9% in the same period. The stock has also performed better than several large enterprise software peers, including Oracle Corporation ORCL, Microsoft Corporation MSFT and SAP SE SAP. Over the past month, Microsoft stock gained 1%, while shares of Oracle and SAP have fallen 4.5% and 3.9%, respectively. This outperformance, especially at a time when equity markets remain volatile due to macroeconomic uncertainty and geopolitical tensions, naturally raises a key question for investors: Should they stay invested in Salesforce or take profits after the recent move? Salesforce One-Month Price Return Performance Zacks Investment Research Image Source: Zacks Investment Research Strong Q4 Results Revive Salesforce’s Growth Narrative The recent rally largely followed Salesforce’s better-than-expected fourth-quarter fiscal 2026 results reported on Feb. 25. The company had been facing concerns about slowing revenue growth. For years, Salesforce delivered strong double-digit expansion, but growth had recently cooled to the high single-digit range. The trend changed in the fourth quarter when revenues grew 12% year over year. This improvement signaled that demand for Salesforce’s platform remains resilient. Management expects this momentum to continue, projecting 12-13% growth for the first quarter and 10-11% growth for full fiscal 2027. Analyst estimates are also pointing to similar low-double-digit growth for the first quarter and fiscal 2027. Salesforce Sales Growth Estimates Zacks Investment Research Image Source: Zacks Investment Research Despite the positives, Salesforce’s outlook is exposed to ongoing macroeconomic uncertainty and geopolitical tensions that can affect enterprise IT spending. In uncertain economic environments, businesses often delay large IT spending, which can slow new deal activity and expansion revenues. Since S...
Barclays believes that Nike management is doing a good job in righting the ship. The bank upgraded the athleisure stock to an overweight rating from equal weight, and analyst Adrienne Yih lifted her 12-month price target to $73 from $64. Shares of Nike are down 12% this year and off 24% over the past 12 months. Yih's new price forecast implies potential upside of some 30% in the stock from current...
Barclays believes that Nike management is doing a good job in righting the ship. The bank upgraded the athleisure stock to an overweight rating from equal weight, and analyst Adrienne Yih lifted her 12-month price target to $73 from $64. Shares of Nike are down 12% this year and off 24% over the past 12 months. Yih's new price forecast implies potential upside of some 30% in the stock from current prices. NKE 1Y mountain NKE 1Y chart "We are upgrading NKE to OW, focusing on recent operational progress, financial inflections and management's disciplined actions," the analyst wrote. "While acknowledging ongoing risks, we believe the risk/reward profile has shifted favorably, making NKE an attractive tactical investment opportunity at this stage." Remaining risks Yih acknowledged that risks remain, specifically tariffs, geopolitical tensions and uncertain demand. But Nike's early financial indications and management actions indicate that "the worst may be behind it," she said. "Nike's recent progress in inventory management, operational resets, and strategic focus on brand health and margin stabilization provide a solid foundation for a more constructive investment thesis," she wrote. "For investors with a long-term horizon, NKE offers an attractive risk/reward profile as it moves closer to a fundamental bottom and positions itself for renewed growth." Nike stock is suffering from investors' "peak skepticism," despite evidence that Nike's North America reset — the brand's largest region — is progressing largely as planned. "Such doubt on a turnaround, in our view, fails to adequately reflect tangible operational improvements already visible in North America (such as a return to double-digit growth in running and sales growing faster than inventory), yet overemphasizes the largely known and ongoing reset risks in China and certain parts of [Asia Pacific & Latin America], as well as our view of a false narrative of wholesale channel 'stuffing' (which we see as a normal r...
US inflation stayed flat at 2.4% in February, according to government data released Wednesday that provides a snapshot of the US economy before it was thrown into a tailspin by the US-Israel conflict with Iran. The levelling comes after prices swung last year, reaching a four-year low in April before shooting back up in September. In late fall, inflation crept down again, reaching 2.4% in January....
US inflation stayed flat at 2.4% in February, according to government data released Wednesday that provides a snapshot of the US economy before it was thrown into a tailspin by the US-Israel conflict with Iran. The levelling comes after prices swung last year, reaching a four-year low in April before shooting back up in September. In late fall, inflation crept down again, reaching 2.4% in January. Core inflation, which doesn’t include the volatile energy and food industries, was 2.5%. The largest price increases were seen in shelter, medical care service and utilities. Even before the Iran conflict began, Americans were antsy about rising prices with little relief in sight. Polls showed that Americans, especially independents, were souring on the president who once promised to bring down prices but has shaken global trade with his aggressive tariff policies. The US supreme court struck down much of Trump’s tariff regime last month. He immediately introduced a new 15% tariff on all imports under a different law that skirts the ruling. The US conflict in Iran has created more uncertainty about prices, triggering oil price shocks around the globe. US gas prices at the pump were just below $3 at the end of February and shot up to $3.50 by 10 March. If prolonged, higher gas prices lead to price increases for other goods. Economists estimate that every $10 increase in the barrel of oil can lead to a 0.2% increase in overall price levels. On Sunday, Trump said on social media that oil price shocks from the Iran conflict is a “very small price to pay”. “ONLY FOOLS WOULD THINK DIFFERENTLY,” he wrote. This new inflation data will play a major role next week at the US Federal Reserve’s board meeting, where officials will decide to make any change to interest rates. Even with the ongoing conflict with Iran, the consensus is that the central bank will hold rates steady for a second time this year. Price increases have remained stubbornly above the US Federal Reserve’s target rat...
Sands Capital Management LLC purchased a new stake in Oracle Corporation (NYSE:ORCL - Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 936,043 shares of the enterprise software provider's stock, valued at approximately $263,253,000. Other institutional investors have also recently made ...
Sands Capital Management LLC purchased a new stake in Oracle Corporation (NYSE:ORCL - Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 936,043 shares of the enterprise software provider's stock, valued at approximately $263,253,000. Other institutional investors have also recently made changes to their positions in the company. Winnow Wealth LLC purchased a new stake in Oracle in the 2nd quarter valued at about $28,000. Kilter Group LLC bought a new position in shares of Oracle in the second quarter valued at approximately $30,000. Darwin Wealth Management LLC grew its holdings in shares of Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after acquiring an additional 65 shares in the last quarter. Financial Consulate Inc. purchased a new stake in shares of Oracle during the third quarter valued at approximately $37,000. Finally, Collier Financial bought a new stake in Oracle during the third quarter worth $38,000. Institutional investors own 42.44% of the company's stock. Get Oracle alerts: Sign Up Wall Street Analysts Forecast Growth A number of research analysts have issued reports on the company. Weiss Ratings lowered Oracle from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, January 23rd. Barclays lowered their price objective on shares of Oracle from $310.00 to $230.00 and set an "overweight" rating on the stock in a research report on Monday. Scotiabank reduced their target price on shares of Oracle from $220.00 to $215.00 and set a "sector outperform" rating for the company in a research report on Monday. KeyCorp lowered their price target on shares of Oracle from $350.00 to $300.00 and set an "overweight" rating on the stock in a report on Thursday, December 11th. Finally, Bank of America reduced their price objective ...
Boarding1Now Airfares in the U.S. rose 7.1% in February compared to a year ago on an unadjusted basis, according to data compiled by the Bureau of Transportation Statistics. Airfares were up 1.4% compared to the level in January after rising 6.5% and 3.9% in the prior two months. Overall, core inflation was up 2.5% year-over-year during the month. The forecast for airfares has worsened due to the ...
Boarding1Now Airfares in the U.S. rose 7.1% in February compared to a year ago on an unadjusted basis, according to data compiled by the Bureau of Transportation Statistics. Airfares were up 1.4% compared to the level in January after rising 6.5% and 3.9% in the prior two months. Overall, core inflation was up 2.5% year-over-year during the month. The forecast for airfares has worsened due to the spike in oil prices that impacts jet fuel costs. While many European and Asian airlines used hedging strategies, U.S. airlines have backed away from the practice and may be forced to pass on higher fuel costs to consumers. Industry watchers have already pointed to a rise in airfares for the first ten days of March. Airline stocks : American Airlines ( AAL ), Delta Air Lines ( DAL ), Southwest Airlines ( LUV ), United Airlines ( UAL ), JetBlue Airways ( JBLU ), Alaska Air Group ( ALK ), Allegiant Travel ( ALGT ), Spirit Airlines ( SAVEQ ) ( FLYYQ ), Mesa Airlines (MESA), SkyWest ( SKYW ), Sun Country Airlines ( SNCY ), Republic Airways ( RJET ), and Frontier Group ( ULCC ). More on the airline sector US Global Jets ETF: Why I Would Stay Away (Rating Downgrade) Iran War Pressures Airline Stocks Through Oil And Demand Risks Airline Stocks Hit By Record Cancellations: Why This Isn't As Bad As It Looks Airlines start hiking ticket fares as jet fuel prices soar Five undervalued large cap airline carriers amid turbulent stock prices
US Core CPI Tumbles To Slowest In 4 Years (Before Iran-Triggered Oil Spike) While all attention is currently on Iran (and the energy impact of actions overseas), today's CPI (for February) should not be affected by the recent surge in WTI (but March's data definitely will be)... Source: Bloomberg Headline CPI rose 0.3% MoM (as expected), lifting prices by 2.4% YoY (unchanged from the prior month a...
US Core CPI Tumbles To Slowest In 4 Years (Before Iran-Triggered Oil Spike) While all attention is currently on Iran (and the energy impact of actions overseas), today's CPI (for February) should not be affected by the recent surge in WTI (but March's data definitely will be)... Source: Bloomberg Headline CPI rose 0.3% MoM (as expected), lifting prices by 2.4% YoY (unchanged from the prior month at the lowest since May 2025)... Source: Bloomberg The disinflation trend is still your friend as the terrors of tariff-flation remain non-evident, much to the disappointment of establishment economists. Core Services remain the biggest driver of CPI with Core Goods relatvely unmoved (and Energy starting to pick up)... CPI rose 0.3% MoM after rising 0.2% MoM in January, and in line with estimates. Over the last 12 months, CPI rose 2.4%, also in line with estimates and unchanged from January. The index for shelter rose 0.2 percent in February and was the largest factor in the all items monthly increase. The food index increased 0.4% over the month as did the food at home index, while the food away from home index rose 0.3% . The index for energy also increased in February, rising 0.6 percent. Core CPI also met expectations with a +0.2% MoM move, leaving prices up 2.45% YoY - the lowest since March 2021 Source: Bloomberg Core CPI Services are also the main driver of Core CPI (but are seeing significant disinflation)... Core CPI rose 0.2% MoM in February; Over the last 12 months, core CPI rose 2.5%, also in line with estimates and unchanged from January. Indexes that increased over the month include medical care, apparel, household furnishings and operations, airline fares, and education. Conversely, the indexes for communication, used cars and trucks, motor vehicle insurance, and personal care were among the major indexes that decreased in February. The energy index increased 0.5% for the 12 months ending February. The food index increased 3.1% over the last year. Some more de...