JJ Gouin/iStock via Getty Images Last week’s near 35% spike in the price of oil (WTIC) was the biggest gain in futures trading history, dating back to 1983 (shown below, courtesy of Bespoke Investment Group ). After closing at $90.90 a barrel on Friday, the price rose to $119.48 intraday yesterday, then slumped 15% to $80 on March 10 afternoon. That’s still up 47% year-to-date and +32% in the past...
JJ Gouin/iStock via Getty Images Last week’s near 35% spike in the price of oil (WTIC) was the biggest gain in futures trading history, dating back to 1983 (shown below, courtesy of Bespoke Investment Group ). After closing at $90.90 a barrel on Friday, the price rose to $119.48 intraday yesterday, then slumped 15% to $80 on March 10 afternoon. That’s still up 47% year-to-date and +32% in the past month. How long oil prices will remain elevated is impossible to predict. But initial price spikes are typically short-lived because a higher price dents demand. When Russia invaded Ukraine on February 24, 2022, crude peaked at an intraday price of around $125 (WTI) and $128 (Brent) on March 8, 2022, just days after the invasion began, and then pulled back relatively quickly, returning to $66 a barrel (WTI) by March 2023. That said, the Iran war impacts more oil flow than Russia’s assault on Ukraine. About one-third of global oil production comes from the Middle East, and much depends on how long the Strait of Hormuz remains disrupted. As for potential upside for Canada in this, RBC economists note that price volatility driven by geopolitical events is unlikely to be viewed as structural enough to reverse the decade-long decline in Canadian oil and gas investment. And, without an investment response, the near-term impact on gross domestic product will likely be neutral. Energy producer profits and government natural resource royalties rise alongside oil prices, and this is true for Canada and the U.S. as oil exporters. In Canada, the sector is smaller than a decade ago but still accounts for 6.6% of GDP and 15% of total goods exports in 2025. In the U.S., vulnerability to oil price shocks has diminished dramatically in recent decades, with production ramping up following the shale revolution—from 5.4 million barrels a day in 2004 to 13.5 million barrels a day in 2025 (EIA estimates). The U.S. has swung from being a net importer of energy products to a net exporter over the...
The gaming graphics card market is currently unusually quiet. While NVIDIA and AMD continue to hold their current generations on the market and new models are appearing rather hesitantly, a previously little-known manufacturer from China is using this phase for a strategic advance. Lisuan Tech plans to officially unveil its new G100 graphics card this week. If early benchmarks are confirmed, the G...
The gaming graphics card market is currently unusually quiet. While NVIDIA and AMD continue to hold their current generations on the market and new models are appearing rather hesitantly, a previously little-known manufacturer from China is using this phase for a strategic advance. Lisuan Tech plans to officially unveil its new G100 graphics card this week. If early benchmarks are confirmed, the GPU could become the most ambitious attempt to date to compete with Western manufacturers in the gaming segment. The manufacturing technology is particularly noteworthy. The Lisuan G100 is said to be the first gaming GPU from China to be produced using a 6-nanometer process. This alone shows how seriously the Chinese semiconductor industry is now trying to catch up technologically. While many domestic GPUs have been considered experimental products or niche solutions up to now, Lisuan is clearly targeting the classic mainstream market for gamers. Technically, the card is clearly positioned in the mid-range. According to current information, the GPU has 12 gigabytes of GDDR6 memory connected via a PCIe 4.0 interface. It also has 192 texture mapping units and 96 ROPs, while the maximum power consumption is said to be around 225 watts. Power is supplied via a single 8-pin PCIe connector, which also suggests that Lisuan wants to position the product in a performance class that competes directly with cards such as the GeForce 60 series. Early benchmark results actually suggest that the G100 is more than just a technical experiment. In OpenCL tests, the GPU achieves a score of around 111,000 points. According to initial comparative values, this would place it above a GeForce RTX 4060 and ahead of AMD’s Radeon RX 9060 XT. Although synthetic benchmarks should always be treated with caution, they do at least show that Lisuan is not just planning a symbolic product, but actually a GPU with competitive performance. The timing is also interesting. According to reports, Lisuan already be...
Microsoft ( MSFT ) declares $0.91/share quarterly dividend , in line with previous. Forward yield 0.9% Payable June 11; for shareholders of record May 21; ex-div May 21. The company has now announced a dividend of $0.91 for three consecutive quarters. See MSFT Dividend Scorecard, Yield Chart, & Dividend Growth. More on Microsoft Microsoft: The Market Is Giving Us A Gift, And I Am Accepting It Why ...
Microsoft ( MSFT ) declares $0.91/share quarterly dividend , in line with previous. Forward yield 0.9% Payable June 11; for shareholders of record May 21; ex-div May 21. The company has now announced a dividend of $0.91 for three consecutive quarters. See MSFT Dividend Scorecard, Yield Chart, & Dividend Growth. More on Microsoft Microsoft: The Market Is Giving Us A Gift, And I Am Accepting It Why Microsoft's Heavy AI Spending Is Driving Profits, Not Destroying Them Microsoft: Buy The Dip, Or Regret It Forever Microsoft's updates to 365 suite seen as boosting agentic AI offerings: MS Microsoft introduces $99/month AI-powered software suite
Total Energy Services press release ( TOTZF ): Q4 GAAP EPS of C$0.63. Revenue of C$301.71M (+22.3% Y/Y). Despite continued market uncertainty, targeted opportunities to deploy capital exist. The Board of Directors of the Company has approved a C$31.6 million increase to the company’s 2026 capital budget to C$87.4 million. Total Energy intends to finance its 2026 capital budget with cash on hand an...
Total Energy Services press release ( TOTZF ): Q4 GAAP EPS of C$0.63. Revenue of C$301.71M (+22.3% Y/Y). Despite continued market uncertainty, targeted opportunities to deploy capital exist. The Board of Directors of the Company has approved a C$31.6 million increase to the company’s 2026 capital budget to C$87.4 million. Total Energy intends to finance its 2026 capital budget with cash on hand and cash flow. More on Total Energy Services Inc. Historical earnings data for Total Energy Services Inc. Dividend scorecard for Total Energy Services Inc. Financial information for Total Energy Services Inc.
In today's video, I discuss recent updates affecting Meta Platforms (NASDAQ: META) and other AI stocks.To learn more, check out the short video, consider subscribing, and click the special offer link below. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and I...
In today's video, I discuss recent updates affecting Meta Platforms (NASDAQ: META) and other AI stocks.To learn more, check out the short video, consider subscribing, and click the special offer link below. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » *Stock prices used were the after-market prices of March 10, 2026. The video was published on March 10, 2026. Should you buy stock in Meta Platforms right now? Before you buy stock in Meta Platforms, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Meta Platforms wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $530,233!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,119,682!* Now, it’s worth noting Stock Advisor’s total average return is 955% — a market-crushing outperformance compared to 191% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 11, 2026. Jose Najarro has positions in Meta Platforms, Nebius Group, Nvidia, and Oracle. The Motley Fool has positions in and recommends Meta Platforms, Nvidia, Oracle, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own an...
China’s central bank is signaling an increased tolerance for yuan flexibility, a sign of confidence it can insulate the currency from market turmoil triggered by the Iran war. The 30-day volatility of the yuan’s daily reference rate set by the People’s Bank of China climbed to its highest since December 2024 this week, according to data compiled by Bloomberg. Increased volatility in the daily fixi...
China’s central bank is signaling an increased tolerance for yuan flexibility, a sign of confidence it can insulate the currency from market turmoil triggered by the Iran war. The 30-day volatility of the yuan’s daily reference rate set by the People’s Bank of China climbed to its highest since December 2024 this week, according to data compiled by Bloomberg. Increased volatility in the daily fixing — the midpoint that limits the yuan’s onshore moves to a 2% band — signals that China is encouraging two-way fluctuations rather than backing a single direction for the currency. “The PBOC is now comfortable with allowing markets to determine the yuan’s direction at this point,” said Fiona Lim , strategist at Maybank. “That would inevitably introduce some volatility in the fix.” “It is harder for FX bets to snowball in either direction in this environment,” she said, citing the fluidity of the Iran war. After touching its strongest level in nearly three years in late February, the yuan has shifted into rangebound territory, pivoting from a one-way rally, as markets digest the latest geopolitical shocks. It slipped around 0.1% this month amid the Middle East war, posting smaller losses than other Asian currencies, thanks to policy support as well as the nation’s robust exports . China Emerges as Unlikely Haven as Oil Shock Hits Global Markets The PBOC set the yuan fixing at 6.8917 per dollar on Wednesday, its strongest level since 2023 . The yuan traded around the 6.87 level. Beyond daily fixes, Beijing is signaling a broader commitment to stability. PBOC Governor Pan Gongsheng reiterated last week that China is not seeking a yuan devaluation to gain a trade advantage, a move intended to quell speculation of an opportunistic yuan slide as the dollar strengthens. Analysts expect yuan sentiment to hold up ahead of President Donald Trump’s visit to Beijing later this month, as policymakers prioritize a stable currency backdrop to smooth diplomatic discussions. The yuan remai...
Below is Dolphin Research's transcript of$Oracle(ORCL.US) FY26 Q3 earnings call. For our take on the results, cf. 'Betting to Survive: Did Oracle’s ‘AI wager’ pay off?' I. Key takeaways from the print 1. Financing plan: In Feb, Oracle announced plans to raise up to $50 bn via debt and equity, and committed to no further bond issuance within calendar 2026. Within days of the announcement, it raised...
Below is Dolphin Research's transcript of$Oracle(ORCL.US) FY26 Q3 earnings call. For our take on the results, cf. 'Betting to Survive: Did Oracle’s ‘AI wager’ pay off?' I. Key takeaways from the print 1. Financing plan: In Feb, Oracle announced plans to raise up to $50 bn via debt and equity, and committed to no further bond issuance within calendar 2026. Within days of the announcement, it raised $30 bn through an investment-grade bond plus mandatory convertible preferred combo, with the order book heavily oversubscribed. The ATM equity program has not been launched yet. The company remains committed to maintaining an IG rating. 2. Quarterly performance: FQ3 was the first quarter in 15 years with 20%+ growth in both organic total revenue and organic Non-GAAP EPS in USD terms. Revenue was $17.19 bn (vs. cons. $16.89 bn, +1.7% beat) and Non-GAAP EPS was $1.79 (vs. cons. $1.69, +5.9% beat). 3. Guidance: For Q4 FY26, at constant FX upper bound, Oracle guides total revenue +20% YoY, cloud (IaaS+SaaS) +48%, and Adj. diluted EPS +17%. FY27 revenue guidance was raised from $85 bn to $90 bn, implying an acceleration to approx. +34% YoY in FY27 total revenue. 4. RPO: Remaining performance obligations reached $553 bn. 5. TikTok equity investment: In Jan, TikTok U.S. completed the carve-out of its data biz. Oracle holds 15% of the newco and has a BOD seat. This does not impact current services revenue. The equity stake will be accounted for under the equity method, with Oracle recognizing its share of P&L for the period from end-Jan to Mar 31 in FQ4 (with a two-month lag), booked in non-operating income. II. Details from the call 2.1 Prepared remarks 1. Cloud apps (SaaS) a. At cc FX, cloud apps revenue grew 11% YoY, with ARR reaching $16.1 bn. Fusion ERP +14%, Fusion SCM +15%, Fusion HCM +15%, Fusion CX +6%. NetSuite +11%. Industry SaaS (hospitality, construction, retail, banking, restaurants, local gov., and telco) grew 19% combined. b. At cc FX, cloud apps deferred revenue g...
Tim Robberts OpenAI ( OPENAI ) plans to soon launch its Sora AI-generated video capabilities in ChatGPT, the Information reported. The strategy shift could increase the chatbot's usage as well as its costs. The move follows the launch of Sora 2 as a standalone app and a landmark $1 billion partnership with Disney ( DIS ) to bring licensed characters to the platform. More on OpenAI Wall Street Lunc...
Tim Robberts OpenAI ( OPENAI ) plans to soon launch its Sora AI-generated video capabilities in ChatGPT, the Information reported. The strategy shift could increase the chatbot's usage as well as its costs. The move follows the launch of Sora 2 as a standalone app and a landmark $1 billion partnership with Disney ( DIS ) to bring licensed characters to the platform. More on OpenAI Wall Street Lunch: ChatGPT Tops 800M Weekly Active Users Microsoft: An OpenAI Problem (Rating Upgrade) 2027: Defense Boom As The AI Trade Unwinds OpenAI plans to acquire Promptfoo to bolster security in AI systems OpenAI hardware chief quits after Pentagon deal
Telecom Argentina press release ( TEO ): FY consolidated net loss of P$145,304 million was recorded (vs. a net income of P$1,359,230 million in FY24). Revenue of P$8328.81B (+53.0% Y/Y). Consolidated CAPEX (excluding right-of-use assets) totaled P$1,485,577 million (+98.3% vs. FY24) and represented 17.8% of consolidated revenues (increasing vs. FY24, when it reached 13.8% of revenues). More on Tel...
Telecom Argentina press release ( TEO ): FY consolidated net loss of P$145,304 million was recorded (vs. a net income of P$1,359,230 million in FY24). Revenue of P$8328.81B (+53.0% Y/Y). Consolidated CAPEX (excluding right-of-use assets) totaled P$1,485,577 million (+98.3% vs. FY24) and represented 17.8% of consolidated revenues (increasing vs. FY24, when it reached 13.8% of revenues). More on Telecom Argentina Telecom Argentina: Improving Business, But Too Risky To Touch Seeking Alpha’s Quant Rating on Telecom Argentina Historical earnings data for Telecom Argentina Dividend scorecard for Telecom Argentina Financial information for Telecom Argentina
The Good Brigade/DigitalVision via Getty Images Immunome ( IMNM ) will be submitting an NDA for its lead drug candidate, varegacestat, in Q2 2026. Varegacestat aims to treat desmoid tumors, a rare, aggressive soft tissue tumor with limited treatment options. IMNM recently published positive phase 3 data from the RINGSIDE trial, which saw statistically significant improvements in progression-free s...
The Good Brigade/DigitalVision via Getty Images Immunome ( IMNM ) will be submitting an NDA for its lead drug candidate, varegacestat, in Q2 2026. Varegacestat aims to treat desmoid tumors, a rare, aggressive soft tissue tumor with limited treatment options. IMNM recently published positive phase 3 data from the RINGSIDE trial, which saw statistically significant improvements in progression-free survival, objective response rate, tumor volume reduction, and pain. Immunome’s valuation rests on this one late-stage asset. The desmoid tumor space has one other approved drug, nirogacestat (OGSIVEO) from SpringWorks Therapeutics (SWTX), which has a mechanism of action similar to varegacestat. The latter claims differentiation through its superior safety profile and better clinical response. In the phase 3 trial, risk of progression or death was reduced by 84% versus placebo, with a confirmed ORR of 56%. In the pivotal DeFi trial for nirogacestat, the same numbers were 71% and 41%, respectively. With the usual caveats against cross-trial comparison, these differences are large enough to justify interest. However, the commercial opportunity is a little limited given how rare the disease is. Only a portion of the total patient population actually receives systemic drug therapy, so the addressable market is small. Since the disease can last many years, this is a durable market. In this article, we will look at the phase 3 data and how varegacestat is different from nirogacestat. Then, we will compare varegacestat with other therapies used to treat desmoid tumors. Finally, we will build a conservative revenue and rNPV framework to estimate a valuation of the company based on this one late-stage asset. Pipeline Beyond Varegacestat Besides varegacestat, Immunome is building a broad oncology pipeline, currently with three clinical assets and several preclinical ones. IM-1021 is the most advanced program. It is an ROR1-targeting ADC (antibody drug conjugate) currently in a Phase 1...