Futurum CEO Daniel Newman sits down with Market Domination Overtime host Josh Lipton about Oracle's (ORCL) successful third quarter earnings report, how artificial intelligence (AI) partnerships will continue to drive the company's growth, and more. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Key Points Soviero Asset Management added 38,000 shares of Herc Holdings in the fourth quarter. The quarter-end position value increased by $5.64 million due to the new purchase. The new position represents nearly 3% of the fund’s AUM, placing it outside the fund’s top five holdings. 10 stocks we like better than Herc › Soviero Asset Management disclosed a new position in Herc Holdings (NYSE:HRI) in its February 17, 2026, SEC filing, acquiring 38,000 shares in a trade estimated at $5.64 million based on quarter-end position values. What happened According to a SEC filing dated February 17, 2026, Soviero Asset Management disclosed a new stake in Herc Holdings, acquiring 38,000 shares. The position’s quarter-end value stood at approximately $5.64 million. What else to know This was a newly initiated position, representing 2.7% of Soviero’s reported U.S. equity assets under management as of December 31, 2025. Top holdings after the filing: NYSE:CLF: $6.37 million (3.3% of AUM) NASDAQ:AMZN: $6.00 million (3.1% of AUM) NASDAQ:VISN: $5.80 million (3.0% of AUM) NYSE:HRI: $5.64 million (2.7% of AUM) NYSE:PATH: $5.24 million (2.5% of AUM) As of Tuesday, Herc Holdings shares were priced at $114.90, down about 5% over the past year, and well underperforming the S&P 500’s roughly 21% gain in the same period. Company overview Metric Value Revenue (TTM) $4.3 billion Net Income (TTM) $1.0 million Dividend Yield 2% Price (as of Tuesday) $114.90 Company snapshot Herc Holdings offers equipment rental solutions, including aerial, earthmoving, material handling, trucks, trailers, and specialty equipment, as well as ancillary services such as repair, maintenance, and equipment management. The firm generates revenue primarily through equipment rental fees, value-added services, and sales of used equipment and contractor supplies. It serves non-residential and residential construction, specialty contractors, industrial manufacturing, infrastructure, government, and commercial facility sec...

Nio (NYSE:NIO), China-based designer and seller of electric vehicles, closed Tuesday at $5.7, up 15.38%. The stock moved higher after earnings showed Nio’s first-ever quarterly net profit and a strong beat on fiscal Q4 2025 (period ended Dec. 31, 2025) revenue and EPS. Investors will now be watching whether record deliveries can sustain improved margins. Trading volume reached 145.1 million shares, coming in about 233% above its three-month average of 43.6 million shares. Nio IPO'd in 2018 and has fallen 14% since going public. How the markets moved today S&P 500 (SNPINDEX:^GSPC) slipped 0.22% to 6,781, while the Nasdaq Composite (NASDAQINDEX:^IXIC) was roughly flat, adding 0.01% to finish at 22,697. In electric vehicle manufacturing, industry peers Tesla (NASDAQ:TSLA) closed at $399.24 (+0.14%) and BYDDY (OTC:BYDDY) ended at $12.28 (-1.84%), highlighting Nio’s outsized move. What this means for investors Nio reported its first quarterly net profit about a month after teasing investors that it would have a positive adjusted operating profit in Q4. The EV maker beat that forecast, but the company surprised investors again by reporting a small, unadjusted net profit, too. Additionally, Nio provided optimistic estimates for Q1 sales and vehicle deliveries. The company expects to approximately double last year’s results on both metrics. Investors see the report as a possible inflection point for the company. The potential for sustained profitability is now visible. That bodes well for Nio’s stock price in the short- and potentially long-term. Should you buy stock in Nio right now? Before you buy stock in Nio, 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 Nio 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 recommendati...

格隆汇3月11日｜OpenAI的ChatGPT、谷歌公司Gemini、微软Copilot在内，多家公司的机器人聊天工具获准在美国参议院使用。

Brazil's Petrobras to auction 20 million liters of diesel amid shortage reports, sources say Reuters

微软 周二表态支持Anthropic，并呼吁法院下达临时限制令，阻止美国国防部针对“所有现有合同”将Anthropic列为供应链风险的认定。 微软在一份法律文件中称：这样的措施将“实现更有序的过渡，避免干扰美军当前正在使用的先进人工智能系统”。 “否则，微软及其他科技企业将不得不立即修改为美国国防部提供的现有产品与合同配置。这可能在关键时期对美军作战人员造成不利影响。” 上周，美国国防部正式禁用Anthropic的技术，并将该公司列为供应链风险实体——这一标签以往通常用于外国对手。 根据该认定，所有国防供应商与承包商必须证明，在为国防部服务时未使用Anthropic的模型。 周一，Anthropic已起诉特朗普政府，称政府行为“史无前例且非法”，并表示这些举措正在“对Anthropic造成无法挽回的损害”，危及价值数亿美元的合同。 责任编辑：李桐

Source: Bloomberg, 8:10

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Nvidia (NasdaqGS:NVDA) agreed a multi-year Vera Rubin platform deployment and investment with Thinking Machines Lab, targeting more than one gigawatt of next generation AI hardware for model training and open enterprise AI platforms. ABB Robotics is integrating Nvidia Omniverse libraries into its new RobotStudio HyperReality product to reach near simulation to reality parity for industrial robotics planning and operations. Lumentum and Coherent were added to the S&P 500 shortly after Nvidia committed multiyear optics investments of more than US$2b each, securing long term optical components for AI data centers. Nvidia has grown from a GPU supplier into what many see as a full AI compute platform, with hardware, software and ecosystem partnerships sitting around its chips. The new Vera Rubin deployment with Thinking Machines Lab ties Nvidia even more closely to large scale training workloads and open enterprise AI tools, while the ABB integration brings its Omniverse stack directly into factory and warehouse workflows. For investors, these announcements highlight how Nvidia is trying to tie critical parts of the AI stack together, from optics and data center plumbing to robotics and model training. The focus now is less about single product cycles and more about how deeply Nvidia is embedded in long term infrastructure plans of partners, which can shape how resilient its position is across different parts of the AI supply chain. Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA. NasdaqGS:NVDA Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 2 risks and 4 things going right for NVIDIA that every investor should see. For Nvidia, this cluster of partnerships points to a push to control more of the “system” around i...

Palantir Shares Dip as Sustained Insider Selling Shadows Dominant AI Footprint FinancialContent

Source: Bloomberg, 5:12

The Jets airline ETF has broken below some key chart levels, which signals there’s now more to the selloff than just rising oil prices.

Achilles Global Management Founder & CIO Sachin Kajuria discusses markets facing a 'poly-crisis' of risks, in part driven by geopolitical tensions related to Iran, which are exacerbating existing concerns in the private credit sector. He talks with Katie Greifeld and Romaine Bostick on "The Close." (Source: Bloomberg)

CES Energy Solutions press release ( CESDF ): Q4 GAAP EPS of C$0.32. Revenue of C$664.51M (+9.8% Y/Y). More on CES Energy Solutions Historical earnings data for CES Energy Solutions Dividend scorecard for CES Energy Solutions Financial information for CES Energy Solutions

Peyto Exploration & Development press release ( PEY:CA ): Q4 GAAP EPS of $0.61. Fourth quarter production volumes averaged a record 140,794 boe/d (740.1 MMcf/d of natural gas, 17,439 bbls/d of NGLs), a 6% (3% per share) increase year over year. Annual production averaged 134,055 boe/d (708.0 MMcf/d of natural gas, 16,048 bbls/d of NGLs), a 7% (4% per share) increase from 2024. Quarterly cash costs 13 totaled $1.23/Mcfe, 10% lower than Q4 2024, and included royalties of $0.18/Mcfe, operating expense of $0.49/Mcfe, transportation of $0.30/Mcfe, G&A of $0.05/Mcfe and interest expense of $0.21/Mcfe. Capital expenditures totaled $142.1 million in the quarter. Peyto drilled 24 wells (22.5 net), completed 28 wells (26.5 net), and brought 26 wells (24.5 net) on production. More on Peyto Exploration & Development Peyto: Keeping The Shareholders Informed Peyto: Cost Goal Met Peyto Exploration: Bluesky Takes Center Stage Historical earnings data for Peyto Exploration & Development Dividend scorecard for Peyto Exploration & Development

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acilo/E+ via Getty Images Green Thumb Industries Inc. ( GTBIF ) is a role model of a cannabis company. While many in their industry face headwinds from debt and oversupply, Green Thumb's story is the opposite. A dark hour for their industry is likely to be an opportunity for them. Summary Of Previous Thesis I last wrote about Green Thumb in May 2025. At the time, I rated it a Hold, considering it fairly valued. Cannabis as an industry started 2025 under some distress, facing gross margin pressures from oversupply, which had been fueled by significant debt financing. Green Thumb was among the few that didn't accumulate too much debt and prioritized paying some of it down while the going was good. Still, I was concerned about practical upside. I wrote: I am not worried about their ability to survive the current challenges in the industry. What it means is that some dust will need to settle before it is clear what they do to support growth. Author's previous calculation Using a Discounted Cash Flow model, based on FCF per share, I figured GTBIF was fairly valued. As management at the time was uncertain on how they would prioritize capital allocation, that said to me that stronger growth was not a foregone conclusion, and I would need to wait and see. Business Model Before I get into their 2025 financial results, I'll review again how the business works. Green Thumb sells a diverse portfolio of cannabis retail products. These include, but aren't limited to, smokable products, edibles, vapes, and oils. March 2026 Investor Presentation These are produced and sold through a vertically integrated business model, consisting of manufacturing facilities and retail locations. March 2026 Investor Presentation Green Thumb currently operates in 14 states, selling product at 113 locations. Cannabis's illegal status at the federal level prevents interstate logistics, forcing the company to have at least one manufacturing site in each state market to cultivate and produce their goods...

La division Dorel Produits de puériculture termine une troisième année consécutive d'amélioration des bénéfices La restructuration de la division Dorel Maison est en voie de se terminer MONTRÉAL, 10 mars 2026 (GLOBE NEWSWIRE) -- Dorel Industries Inc. (TSX : DII.B, DII.A) a annoncé aujourd'hui ses résultats financiers pour le trimestre et l'exercice clos le 30 décembre 2025. Les produits du quatrième trimestre se sont élevés à 278,9 millions de dollars US, comparativement à 326,8 millions de dollars US pour la même période de l'année précédente, soit une baisse de 14,7%. La perte nette déclarée était de 24,6 millions de dollars US, soit 0,76 dollar US par action diluée, comparativement à 73,0 millions de dollars US, ou 2,24 dollars US par action diluée, l'an dernier. La perte nette ajustée1 pour 2025 était de 11,2 millions de dollars US, soit 0,35 dollar US par action diluée, comparativement à 59,2 millions de dollars US, soit 1,82 dollar US par action diluée, l'an dernier. Les produits pour l'année s'élevaient à 1 190,4 millions de dollars US, comparativement à 1 380,2 millions de dollars US l'année précédente, soit une baisse de 13,8%. La perte nette déclarée était de 142,2 millions de dollars US, soit 4,37 dollars US par action diluée, comparativement à 172,0 millions de dollars US, soit 5,28 dollars US par action diluée, il y a un an. La perte nette ajustée1 pour l'année était de 85,8 millions de dollars US, soit 2,63 dollars US par action diluée, comparativement à 109,8 millions de dollars US, ou 3,37 dollars US par action diluée, il y a un an. « La division Dorel Produits de puériculture a réalisé une solide performance en 2025, démontrant une résilience face à la pression continue liée aux tarifs aux États-Unis et aux conditions de marché mixtes à l'échelle mondiale. Bien que ces facteurs externes aient modéré la croissance des produits, l'amélioration des marges et une gestion rigoureuse des coûts ont contribué à une augmentation de 84,7% du bénéfice opératio...

Dorel Juvenile completes third consecutive year of earnings improvements Dorel Home restructuring near completion MONTRÉAL, March 10, 2026 (GLOBE NEWSWIRE) -- Dorel Industries Inc. (TSX: DII.B, DII.A) today announced its financial results for the quarter and full year ended December 30, 2025. Fourth quarter revenue was US$278.9 million, compared to US$326.8 million in the same period a year ago, a decrease of 14.7%. Reported net loss was US$24.6 million, or US$0.76 per diluted share, compared to US$73.0 million, or US$2.24 per diluted share, last year. Adjusted net loss1 for 2025 was US$11.2 million, or US$0.35 per diluted share, compared to US$59.2 million, or US$1.82 per diluted share, last year. Revenue for the year was US$1,190.4 million, compared to US$1,380.2 million in the prior year, a decrease of 13.8%. Reported net loss was US$142.2 million, or US$4.37 per diluted share, compared to US$172.0 million, or US$5.28 per diluted share, a year ago. Adjusted net loss1 for the year was US$85.8 million, or US$2.63 per diluted share, compared to US$109.8 million, or US$3.37 per diluted share, a year ago. “Dorel Juvenile delivered a strong performance in 2025, demonstrating resilience amid ongoing tariff-related pressure in the U.S. and mixed market conditions globally. While these external factors moderated revenue growth, improved margins and disciplined cost management contributed to an 84.7% increase in adjusted operating profit1 for the year. Fourth quarter results were marked by a return to growth in the U.S., coupled with exceptional results in Europe and across several international markets. Innovation across core categories, particularly rotating car seats and Maxi‑Cosi products, continued to support the segment’s competitive positioning. These results underscore the benefits of Dorel Juvenile’s diversified geographic footprint and the segment’s ability to execute in a challenging operating environment.” “Due to the ongoing downsizing of operations, Dorel Hom...

Loans To Non-Banks Threaten Banking Crisis Authored by Christopher Whalen via DailyReckoning.com, Last week, the Federal Deposit Insurance Corp released the industry data for US banks for 2025. On the surface, the numbers look reassuring, even strong. But beneath the calm headline figures lies a growing risk that investors should not ignore. Domestic deposits increased for the sixth consecutive quarter in Q4 2025 by $318.3 billion or 1.8%, the FDIC reports. Loans grew by 2% in Q4 and almost 6% YOY. Foreign deposits grew 11%, but subordinated debt and FHLB advances each fell ~ 14% as banks shed excess capital and funding. U.S. bank loan growth in 2025 was robust, with total loans and leases reaching $13.4 trillion by year-end, a sequential increase in Q4 and a 5.9% annual growth rate, driven by larger institutions. Personal loan balances hit $2.2 trillion, while credit card debt rose 5.5% annually but the utilization rate for credit cards is still less than 20% of the total credit available. Yet behind this placid picture is a growing threat to banks and financial markets. At first glance, this looks like a healthy banking system. But that placid picture masks a fast-growing vulnerability that could become the next major pressure point for banks and financial markets. The fastest growing bank asset category is loans to non-depository financial institutions (NDFIs), a corner of the financial system that regulators have struggled to monitor and control, up 7% in Q4 vs Q3 and up 35% YOY to $1.4 trillion at year-end 2025. With growing signs of credit stress among nonbank companies, banks will eventually pull back from lending to NDFIs. The problem is timing. By the time banks tighten lending standards, many private companies dependent on this funding may already be heading toward collapse, and those failures will not stay confined to the shadow banking system. They will hit bank balance sheets directly. The latest default involving UK mortgage issuer Market Financial Sol...

May ICE NY cocoa (CCK26) on Tuesday closed up +158 (+4.80%), and May ICE London cocoa #7 (CAK26) closed up +121 (+5.12%). NY cocoa prices on Tuesday closed sharply higher as the 1.5-week-long rally continued. Cocoa prices jumped sharply on Tuesday after Reuters reported that local grinders bought more than 400,000 metric tons of Ivory Coast cocoa export contracts in the 10 days since purchases resumed for the mid-year crop. That suggested that new demand is emerging in the wake of recent cocoa price cuts. Don’t Miss a Day: Cocoa prices have also seen strength in the past 1-1/2 weeks amid concern that the closure of the Strait of Hormuz will boost shipping costs, curb cocoa exports, and limit supplies. The closure of the Strait has increased global shipping rates, insurance costs, and fuel prices, thereby raising cocoa importers' costs. In addition, slowing cocoa deliveries to ports in the Ivory Coast is supportive of prices. Monday's cumulative data from the Ivory Coast showed that Ivory Coast farmers shipped 1.35 MMT of cocoa to ports in the current marketing year (October 1, 2025, through March 1, 2026), down -3.6% from 1.40 MMT in the same period a year ago. Last Monday, May NY cocoa posted a contract low, and nearest-futures London cocoa (H26) fell to a 3-year low after the International Cocoa Organization (ICCO) raised its global 2024/25 cocoa surplus estimate to 75,000 MT from a November forecast of +49,000 MT, the first surplus in four years. ICCO also forecasts global cocoa production in 2024/25 will climb by +8.4% y/y to 4.7 MMT. Meanwhile, StoneX on January 29 forecasted a global cocoa surplus of 287,000 MT in the 2025/26 season and a 267,000 MT surplus for 2026/27. International cocoa buyers are reluctant to pay official farm-gate prices in the Ivory Coast and Ghana, which are well above current world prices. The lack of buyers is boosting supplies as ICE cocoa inventories rose to a 6.75-month high of 2,220,846 bags on Monday. Last month, Ghana cut the of...

For the first time in over a decade and a half, Oracle says it grew both revenue and earnings by at least 20%.

A plunge in oil prices intensified in the early afternoon after Energy Secretary Chris Wright said on X that “The U.S. Navy successfully escorted an oil tanker through the Strait of Hormuz to ensure oil remains flowing to global markets.” U.S. officials soon after said that the military isn’t currently escorting commercial ships through one of the world’s chokepoints for oil and natural gas. “A video clip was deleted from Secretary Wright’s official X account after it was determined to be incorrectly captioned by Department of Energy staff,” an agency spokesperson said.

Oracle’s Conference Call Starting Now 24/7 Wall St.

美国总统特朗普周二表示，由于担忧伊朗可能在霍尔木兹海峡布设水雷，美国已攻击了多艘伊朗船只。 特朗普在社交媒体上写道：“我很高兴地宣布，在过去几小时内，我们已命中并完全摧毁了10艘未在作业的布雷舰船，后续还有更多！”在他发布这则帖子前不久，他曾警告伊朗，如果不移除任何可能已经布设的水雷，将面临“前所未有的”军事打击。 一名美国官员证实，军方已对这些船只发起了先发制人的攻击，并在行动中动用了多种武器。美国长期以来一直担忧伊朗有能力在这条狭窄的航运通道上布设水雷，而该通道对能源市场至关重要。 责任编辑：李桐

格隆汇3月11日｜周二，由于甲骨文(ORCL.N)公布的盈利情况好于预期，并且对其长期营收做出了乐观的预测（因其正大力押注人工智能数据中心领域），其股价在盘后上涨7.8%。公布的数据显示，甲骨文2026财年第三季度营收同比增长了22%，达到172亿美元，超过了市场预期的169亿美元。此外，该公司还将其2027财年的营收预期上调至900亿美元，高于市场预期。当前，甲骨文已发起一场强有力的攻势，旨在与亚马逊和微软等规模更大的竞争对手展开竞争，为人工智能公司提供计算资源。

格隆汇3月11日｜据外媒援引知情人士透露，另类投资顾问和基金管理公司Cliffwater旗下的旗舰私人信贷基金可能会收到超过7%的赎回请求。Cliffwater贷款基金管理着约330亿美元的资产，属于间隔型基金。据相关人士透露，该公司尚未决定是否在赎回金额达到5%或7%时设置限制。该基金的赎回窗口将于周二关闭。Cliffwater是最新一家遭遇投资者撤资的私募信贷机构。该行业规模达1.8万亿美元，投资者因担忧贷款质量及对可能受人工智能冲击的软件公司的风险敞口而纷纷撤资。近日黑石、贝莱德被迫限制赎回，英美私募信贷市场流动性危机隐现。

A once-in-a-decade opportunity: 1 AI software stock to buy hand over fist right now (hint: it's not Palantir) MSN