Krot Studio/iStock via Getty Images I previously covered Okta ( OKTA ) in December 2025, discussing why I had reiterated my Buy rating then, with the post-FQ3'26 earnings call correction arising from the market's overreaction directly triggering its deep-value buy opportunity for those who sought to tap into the agentic cybersecurity growth. Combined with the expanding Rule of 40 performance, the ...
Krot Studio/iStock via Getty Images I previously covered Okta ( OKTA ) in December 2025, discussing why I had reiterated my Buy rating then, with the post-FQ3'26 earnings call correction arising from the market's overreaction directly triggering its deep-value buy opportunity for those who sought to tap into the agentic cybersecurity growth. Combined with the expanding Rule of 40 performance, the growing multi-year backlog, and the bullish support at the established uptrend line over the past few years, I was of the opinion that the stock remained highly compelling then. In this article, I shall discuss why I am reiterating my Buy rating for the OKTA stock here, thanks to the improved margin of safety from the prior selloff/oversold technical indicators and the likely-to-be-well-defended 3Y trading floor at the $70s. This is significantly aided by the promising insights offered by the multi-year RPOs, the expanding adoption of their Agentic AI offering, the growing customer base, the stable TTM dollar-based net retention rate, and the healthier balance sheet. OKTA Proves Its Agentic AI Beneficiary Status OKTA 1Y Stock Price (TradingView) Since my last Buy rating, OKTA has experienced a steep meltdown by -16% against the wider market at 0% and by -43.7% from the 52-week highs, with a similar development also observed in many of its SaaS peers in varying degrees. Part of the headwinds may be attributed to the ongoing SaaSpocalypse, as Anthropic ( ANTHRO ) launches Claude Code Security beyond the prior Claude Cowork , with it presenting the risks of AI potentially disrupting the enterprise/cybersecurity SaaS offerings. As a result, it is unsurprising that the market has decided to de-risk first and ask questions later, as similarly observed in the First Trust Nasdaq Cybersecurity ETF's ( CIBR ) selloff by -21.7% from the 52-week highs to the recent February 23, 2026 bottom. Otherwise, OKTA has already delivered an excellent FQ4'26 earnings call, with the growing total ...
The Premier League’s sporting directors have held talks about the ubiquity of set-piece goals and holding in the penalty area, amid concerns these trends are damaging the spectacle. Liverpool’s head coach, Arne Slot, said this week that his “football heart doesn’t like it”, when asked about the growing importance of set pieces, which have been responsible for 27.1% of Premier League goals this sea...
The Premier League’s sporting directors have held talks about the ubiquity of set-piece goals and holding in the penalty area, amid concerns these trends are damaging the spectacle. Liverpool’s head coach, Arne Slot, said this week that his “football heart doesn’t like it”, when asked about the growing importance of set pieces, which have been responsible for 27.1% of Premier League goals this season, excluding penalties. The top flight’s sporting directors meet regularly as well as holding formal discussion, and the issue of set pieces has been a recent topic of conversation. Club managers and captains also have regular dialogue in meetings that inform the creation of the Premier League’s so-called Football Principles, which affect how games are refereed. The Premier League also consults all stakeholders, including fans, each year through its Football Survey, which can also lead to changes. The refereeing body Professional Game Match Officials (PGMO) instituted a clampdown on players holding in the penalty area for this season after talks with the Premier League last summer. This has resulted in nine penalties being awarded for holding at set pieces, compared with four at the same stage of last season. Twelve penalties have been given for holding this season if non-set-piece incidents are included, a rise from nine last season. Referees are acting on instructions from the Premier League to penalise holding, but are hampered by the fact that under the laws of the game they cannot award free-kicks when the ball is not in play, so jostling and pushing before corners in particular is commonplace. Arsenal’s pursuit of their first Premier League title in 22 years has been fuelled by their set-piece prowess, with dead-ball situations producing 22 of their 59 goals, including 16 from corners, which has led to criticism from other managers. Brighton’s head coach, Fabian Hürzeler, criticised the time Arsenal spend preparing for corners, which with an average restart time of ...
Image source: The Motley Fool. Friday, March 6, 2026 at 10:00 a.m. ET Call participants Chief Executive Officer — Paul McDowell Chief Financial Officer — Gavin Brandon Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Leasing volume -- 900,000 square feet signed in fiscal 2025 (ended December 31, 2025), in addition to 1,100,000 square feet in 2024, with 183,000 square feet...
Image source: The Motley Fool. Friday, March 6, 2026 at 10:00 a.m. ET Call participants Chief Executive Officer — Paul McDowell Chief Financial Officer — Gavin Brandon Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Leasing volume -- 900,000 square feet signed in fiscal 2025 (ended December 31, 2025), in addition to 1,100,000 square feet in 2024, with 183,000 square feet executed after year end, reflecting increased portfolio activity. -- 900,000 square feet signed in fiscal 2025 (ended December 31, 2025), in addition to 1,100,000 square feet in 2024, with 183,000 square feet executed after year end, reflecting increased portfolio activity. Weighted average lease term (WALT) -- New fiscal 2025 leases averaged nearly 10 years; all fiscal 2025 leasing averaged 7.5 years; total portfolio approaching six years. -- New fiscal 2025 leases averaged nearly 10 years; all fiscal 2025 leasing averaged 7.5 years; total portfolio approaching six years. Cash rent spreads -- Fourth quarter renewals up for the third straight quarter at 12.8%, though down 7.1% for the full year; renewal contracts reflected a 3.7% average increase between ending contract rents. -- Fourth quarter renewals up for the third straight quarter at 12.8%, though down 7.1% for the full year; renewal contracts reflected a 3.7% average increase between ending contract rents. Occupancy and leased rate -- Year-end leased rate improved by 600 basis points to over 80%; occupancy rate increased by 500 basis points to 78.7%. -- Year-end leased rate improved by 600 basis points to over 80%; occupancy rate increased by 500 basis points to 78.7%. Lease rollover risk -- 2026 scheduled expirations total $11.4 million in annualized base rent, down from $16.2 million (fiscal 2025) and $39.4 million (2024). -- 2026 scheduled expirations total $11.4 million in annualized base rent, down from $16.2 million (fiscal 2025) and $39.4 million (2024). Leasing pipeline -- Over 1,000,000 square feet in activ...
Israel’s stocks and currency are rallying after almost a week of war with Iran, even as markets elsewhere retreat amid soaring energy prices and mounting concern about a prolonged conflict. The Tel Aviv 35 was the second-best performer among major stock gauges, closing the week up more than 7% in dollar terms. Energy company Delek Group jumped 22%, while defense firm Elbit Systems — which has the ...
Israel’s stocks and currency are rallying after almost a week of war with Iran, even as markets elsewhere retreat amid soaring energy prices and mounting concern about a prolonged conflict. The Tel Aviv 35 was the second-best performer among major stock gauges, closing the week up more than 7% in dollar terms. Energy company Delek Group jumped 22%, while defense firm Elbit Systems — which has the biggest weighting in the index — surged 16% in the period. The shekel appreciated 1.4% against the greenback, its strongest advance in two months and the most among major currencies. According to Rafi Gozlan, chief economist at IBI Investment House, the gains were likely driven by local investors, including mutual funds focused on Israeli assets. Some investors may be looking past the turmoil to take a long-term bet that eventual victory by Israel and the US will bring fewer risks in the future. “After this war, the country will have improved its strategic, geo-political position as its biggest threat is weakened or possibly removed,” Yadin Antebi , the CEO of Bank Hapoalim told Bloomberg.
Japan’s Naoya Inoue said Friday that he will need to be at his destructive best when he faces unbeaten countryman Junto Nakatani in their highly anticipated showdown at Tokyo Dome in May. The two fighters met in Tokyo to formally confirm their 2 May clash, with Inoue set to defend his undisputed super bantamweight world championship against Nakatani, who is moving up in weight in pursuit of a four...
Japan’s Naoya Inoue said Friday that he will need to be at his destructive best when he faces unbeaten countryman Junto Nakatani in their highly anticipated showdown at Tokyo Dome in May. The two fighters met in Tokyo to formally confirm their 2 May clash, with Inoue set to defend his undisputed super bantamweight world championship against Nakatani, who is moving up in weight in pursuit of a fourth divisional title. Both fighters are unbeaten and the long-anticipated bout is expected to draw enormous interest in Japan and beyond. “May 2 will be a historic day for boxing,” said Inoue, who will be making the seventh defense of his undisputed crown. “But in terms of my boxing career, I have to think of it as just a point on the way,” added the 32-year-old, whose record stands at 32-0 with 27 knockouts. “I will prepare for the fight with that mindset.” Inoue will return to the Tokyo Dome for the first time since May 2024, when he bolstered his claim as the world’s best pound-for-pound fighter by coming off the floor to knock out Mexico’s Luis Nery before a sold-out crowd of around 50,000 spectators. The unbeaten Japanese star known as the “Monster” was dropped by a heavy left hook late in the opening round – the first knockdown of his 12-year professional career – before rallying to floor Nery twice and finish the fight with a devastating sixth-round stoppage. The victory reinforced Inoue’s standing among the sport’s elite and added another chapter to a career that has seen him capture world titles across four weight divisions and unify all four major belts at bantamweight and junior featherweight. View image in fullscreen Naoya Inoue of Japan is considered by many the world’s greatest fighter regardless of weight. Photograph: Kazuhiro Nogi/AFP/Getty Images Nakatani, 28, enters the fight with the same 32-0 record, including 24 knockouts, and the chance to join an exclusive group of Japanese fighters who have claimed championships in four divisions. A former champion at...
Barbican, London Barbara Hannigan began the evening singing an intense monodrama based on Han Kang’s The White Book, then led the orchestra through unsparing Ligeti and Strauss It takes a certain something to sing a visceral 36-minute monodrama and then conduct a double bill of Ligeti and Richard Strauss, but LSO associate artist Barbara Hannigan is no ordinary musician. That each made an indelibl...
Barbican, London Barbara Hannigan began the evening singing an intense monodrama based on Han Kang’s The White Book, then led the orchestra through unsparing Ligeti and Strauss It takes a certain something to sing a visceral 36-minute monodrama and then conduct a double bill of Ligeti and Richard Strauss, but LSO associate artist Barbara Hannigan is no ordinary musician. That each made an indelible impression is a testament to her exceptional talent and versatility. Laura Bowler’s The White Book sets five chapters for voice, orchestra and live electronics from Han Kang’s autobiographical meditation of the same name. Kang’s texts are reflections on the colour white, inspired by the death of her sister who lived for just a few hours after a premature birth. The music seems to exist on the borderland between life and death, floating somewhere between earth, sea and sky. Vast chords roll like waves, only to trail off in a delicate spray of percussion. Misty strings hang in the air like a cloud of breath on a winter’s day or motes of dust in a shaft of sunlight. Continue reading...
The mischievous will have eyes on Rome on Saturday in case of an historic win but the game of the weekend is in Edinburgh. Second versus first, Scotland versus France, entertainers versus entertainers. The title on the line. We could even have a champion by the end of it. If France win with a bonus point, that is it. The 2026 Six Nations will be theirs with a round to spare. One feels there will b...
The mischievous will have eyes on Rome on Saturday in case of an historic win but the game of the weekend is in Edinburgh. Second versus first, Scotland versus France, entertainers versus entertainers. The title on the line. We could even have a champion by the end of it. If France win with a bonus point, that is it. The 2026 Six Nations will be theirs with a round to spare. One feels there will be tries in this game, so the prospect is real. Which would reduce the championship’s beloved set piece of Super Saturday to an exercise in ordering the also-rans and seeing if France can move ahead of Wales as the Six Nations’ most prolific purveyor of grand slams, with a fifth. For now though we can relish a good old-fashioned match of significance in the race to the title. Our two contenders have adopted routes to this point of varying fortunes. France have been immaculate; Scotland have offered the usual diet of brilliance and despair. After the mud-fest in Rome of round one, they have actually won consecutive matches. Following their win in Cardiff last time out, the BBC pulled up a stat in Rugby Special that listed the only other two times Scotland had followed up a home win with an away win in the same championship. But the picture is even bleaker than that. The AI researcher the Beeb presumably used failed to qualify the first instance, in 2020, with the not-insignificant detail that the away win against Wales in round five with which they followed up their home win against France in round four was separated from its predecessor by nearly eight months. And it was recorded in an empty Parc y Scarlets in a monsoon, because of Covid. What’s more the other instance was the following year again in an empty stadium, this time in Paris, again in outlandish circumstances, this time a postponed match, again because of Covid. What we can say is that Scotland’s win against Wales a fortnight ago, however unconvincing, was the first time in the Six Nations they have followed up a...
Key Points New position: 2,182,136 shares acquired; estimated trade size $8.79 million (based on average quarterly price) Quarter-end position value increased by $8.79 million due to the new position establishment Transaction established a new position representing 1.57% of 13F reportable assets under management Post-trade: fund held 2,182,136 shares, valued at $8.79 million Borr Drilling stake re...
Key Points New position: 2,182,136 shares acquired; estimated trade size $8.79 million (based on average quarterly price) Quarter-end position value increased by $8.79 million due to the new position establishment Transaction established a new position representing 1.57% of 13F reportable assets under management Post-trade: fund held 2,182,136 shares, valued at $8.79 million Borr Drilling stake represents 1.57% of Mason Capital’s reportable assets and is outside the fund’s top five holdings 10 stocks we like better than Borr Drilling › On February 17, 2026, Mason Capital Management LLC disclosed a new position in Borr Drilling Limited (NYSE:BORR), acquiring 2,182,136 shares in an estimated $8.79 million trade based on quarterly average pricing. What Happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Mason Capital Management LLC established a new position in Borr Drilling Limited, purchasing 2,182,136 shares. The estimated transaction value was $8.79 million based on the average share price during the filing quarter. The fund’s quarter-end stake in Borr Drilling Limited was valued at $8.79 million, with nine total positions reported. What Else to Know Mason Capital’s new position in Borr Drilling Limited represented 1.57% of its reportable assets under management as of December 31, 2025. Top holdings after the filing: NYSE:ATS: $428.62 million (76.3% of AUM) NYSE:BKD: $38.69 million (6.9% of AUM) NASDAQ:SOLS: $30.79 million (5.5% of AUM) NYSE:CCO: $21.72 million (3.9% of AUM) NYSE:JBS: $18.83 million (3.4% of AUM) As of February 17, 2026, shares of Borr Drilling Limited were priced at $5.43, up 78.6% over the prior year, outperforming the S&P 500 by 62.68 percentage points. Company Overview Metric Value Market Capitalization $1.37 billion Revenue (TTM) $1.02 billion Net Income (TTM) $75.30 million Price (as of market close 2/17/26) $5.43 Company Snapshot Operates a fleet of jack-up drilling rigs, providing offshore drilli...
peterschreiber.media/iStock via Getty Images The back-to-basics approach for BioLife ( BLFS ), which we described in our previous article, is working. The company is turning around in FY25 by going back to its core competence, biopreservation media (CryoStor and HypoThermosol) and the vials (one of two remaining businesses from an earlier M&A spree, together with ThawStar, that ended badly). Data ...
peterschreiber.media/iStock via Getty Images The back-to-basics approach for BioLife ( BLFS ), which we described in our previous article, is working. The company is turning around in FY25 by going back to its core competence, biopreservation media (CryoStor and HypoThermosol) and the vials (one of two remaining businesses from an earlier M&A spree, together with ThawStar, that ended badly). Data by YCharts After an acquisition spree that led to a huge dilution and a crash in gross margins, the company has now shed all of these acquisitions bar CellSeal, the vial business (which comes in handy for the strategic agreement with QKine, see below). The company divested: SciSafe (for $$73M in cash) Stirling Freezers, eliminating $7.5M in OpEx and warranties (but at a $9.6M cost ). CBS (for $6.1M) evo (for $23.5M) There was some M&A activity: The company bought PanTHERA A strategic investment in Pluristyx PanTHERA is a developer of novel cryopreservation solutions based on proprietary Ice Recrystallization Inhibitor (IRI) technology. BioLife bought the 90% of shares it didn't already own for $9.3M in cash and 241K in shares. Traditional cryopreservation prevents ice from forming initially, but during shipping or storage, "transient warming" causes tiny ice crystals to fuse into large, jagged crystals that have a habit of shredding cell membranes. PanTHERA’s IRI (Ice Recrystallization Inhibition) technology prevents those tiny crystals from growing larger, avoiding damage and allowing manufacturers to use significantly less of the alternative DMSO, which is toxic to patients and cells. It also enables cells to be stored and transported at higher sub-zero temperatures, reducing the absolute reliance on expensive, heavy liquid nitrogen shipping dewars containers, potentially even allowing for transport in standard specialized freezers. In late 2025 data, PanTHERA-enhanced media also showed superior post-thaw recovery for very sensitive cell types like NK (Natural Killer) cel...
In trading on Tuesday, shares of Carlisle Companies Inc. (Symbol: CSL) crossed below their 200 day moving average of $381.44, changing hands as low as $376.32 per share. Carlisle Companies Inc. shares are currently trading down about 1.6% on the day. The chart below shows the one year performance of CSL shares, versus its 200 day moving average: Looking at the chart above, CSL's low point in its 5...
In trading on Tuesday, shares of Carlisle Companies Inc. (Symbol: CSL) crossed below their 200 day moving average of $381.44, changing hands as low as $376.32 per share. Carlisle Companies Inc. shares are currently trading down about 1.6% on the day. The chart below shows the one year performance of CSL shares, versus its 200 day moving average: Looking at the chart above, CSL's low point in its 52 week range is $311.41 per share, with $481.26 as the 52 week high point — that compares with a last trade of $379.98. Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Christopher Harborne, the ultra-wealthy political donor who has given £12m to Reform UK, has told the Guardian he is “no longer” interested in a Reform-Conservative pact before the next general election. A possible collaboration between Reform UK and the Conservative party had been an important aspect of discussions about donations between Harborne and senior figures including Nigel Farage, source...
Christopher Harborne, the ultra-wealthy political donor who has given £12m to Reform UK, has told the Guardian he is “no longer” interested in a Reform-Conservative pact before the next general election. A possible collaboration between Reform UK and the Conservative party had been an important aspect of discussions about donations between Harborne and senior figures including Nigel Farage, sources familiar with the conversations said. The Thailand-based cryptocurrency investor had previously wanted Farage to keep an open mind about a pact between the two parties, the same sources added. This position has changed, however. Harborne said in an emailed statement: “In the past this was possibly the case, but it is no longer the case.” He also said that he believes that “cryptocurrency should be regulated in the UK”. Farage has been a vocal in advocating for wider adoption of cryptocurrency in Britain, including at a meeting with the governor of the Bank of England, Andrew Bailey, last year. He said the central bank was “moving a little too slowly” on the matter. Reform has promised to turn the UK into a “premier hub” for cryptocurrency and to slash capital gains on it to 10% from the basic rate of 18% or the higher rate of 24%. Harborne told the Guardian Farage was “correct” in saying that he had asked for nothing in return for his donations. Harborne, a Thailand-based aviation and cryptocurrency investor, previously gave £10m to the Brexit party to fund its 2019 election campaign. A significant part of Harborne’s fortune derives from investments in cryptocurrency. One of these bets was on Tether, in which he holds a 12% share. It is now one of the world’s most popular stablecoins – a type of digital asset pegged to the US dollar. He also holds a stake in Tether’s sister exchange Bitfinex. Harborne founded AML Global, an aviation fuel company, and is also a shareholder in QinetiQ, a British defence company. Born in the UK, he is also known by the Thai name Chakrit Saku...
Astera Labs recently reported strong fourth-quarter and full-year 2025 results, expanded its AI infrastructure partnerships including a US$6.50 billion warrant agreement with Amazon, and attracted fresh analyst coverage highlighting its role in easing AI data center connectivity bottlenecks. Soon after, management disclosed an expected 200-basis-point gross margin headwind from a module-heavy prod...
Astera Labs recently reported strong fourth-quarter and full-year 2025 results, expanded its AI infrastructure partnerships including a US$6.50 billion warrant agreement with Amazon, and attracted fresh analyst coverage highlighting its role in easing AI data center connectivity bottlenecks. Soon after, management disclosed an expected 200-basis-point gross margin headwind from a module-heavy product mix and the Amazon warrant, reframing the near-term profitability picture even as enthusiasm around its longer-term AI infrastructure opportunity grows. Next, we’ll examine how this margin reset, set against robust AI demand signals, affects Astera Labs’ existing investment narrative. Invest in the nuclear renaissance through our list of 85 elite nuclear energy infrastructure plays powering the global AI revolution. Astera Labs Investment Narrative Recap To own Astera Labs, you need to believe AI data center buildouts will keep demanding its high speed connectivity while the company defends its margins and customer relationships. The key near term catalyst is execution on its Scorpio and COSMOS rollouts with hyperscalers, while the biggest current risk is profitability pressure from mix and pricing with a concentrated set of large customers. The newly disclosed 200 basis point gross margin headwind directly affects that risk, but does not alter the core AI connectivity thesis. In this context, the US$6.50 billion warrant agreement with Amazon matters most. It ties Astera Labs more tightly to a major cloud customer, reinforces demand visibility for its AI infrastructure products, and supports the importance of its Scorpio switches and COSMOS software as rack scale deployments expand. At the same time, it heightens awareness of customer concentration and the warrant related drag on margins that investors now need to underwrite more explicitly. But beneath the excitement around AI infrastructure, investors should also be aware of how concentrated hyperscaler relationships ...
Astera Labs recently reported strong fourth-quarter and full-year 2025 results, expanded its AI infrastructure partnerships including a US$6.50 billion warrant agreement with Amazon, and attracted fresh analyst coverage highlighting its role in easing AI data center connectivity bottlenecks. Soon after, management disclosed an expected 200-basis-point gross margin headwind from a module-heavy prod...
Astera Labs recently reported strong fourth-quarter and full-year 2025 results, expanded its AI infrastructure partnerships including a US$6.50 billion warrant agreement with Amazon, and attracted fresh analyst coverage highlighting its role in easing AI data center connectivity bottlenecks. Soon after, management disclosed an expected 200-basis-point gross margin headwind from a module-heavy product mix and the Amazon warrant, reframing the near-term profitability picture even as enthusiasm around its longer-term AI infrastructure opportunity grows. Next, we’ll examine how this margin reset, set against robust AI demand signals, affects Astera Labs’ existing investment narrative. Invest in the nuclear renaissance through our list of 85 elite nuclear energy infrastructure plays powering the global AI revolution. Astera Labs Investment Narrative Recap To own Astera Labs, you need to believe AI data center buildouts will keep demanding its high speed connectivity while the company defends its margins and customer relationships. The key near term catalyst is execution on its Scorpio and COSMOS rollouts with hyperscalers, while the biggest current risk is profitability pressure from mix and pricing with a concentrated set of large customers. The newly disclosed 200 basis point gross margin headwind directly affects that risk, but does not alter the core AI connectivity thesis. In this context, the US$6.50 billion warrant agreement with Amazon matters most. It ties Astera Labs more tightly to a major cloud customer, reinforces demand visibility for its AI infrastructure products, and supports the importance of its Scorpio switches and COSMOS software as rack scale deployments expand. At the same time, it heightens awareness of customer concentration and the warrant related drag on margins that investors now need to underwrite more explicitly. But beneath the excitement around AI infrastructure, investors should also be aware of how concentrated hyperscaler relationships ...
You might think the war in the Middle East and monetary policy decisions by the Federal Reserve wouldn't have much of a connection. You would be wrong. Fed watchers and futures markets are suddenly pricing in fewer rate cuts in 2026, partly as a result of the economic impact of the ongoing Iran war. Put differently, they're beginning to predict that the Fed's target interest rate -- the short-term...
You might think the war in the Middle East and monetary policy decisions by the Federal Reserve wouldn't have much of a connection. You would be wrong. Fed watchers and futures markets are suddenly pricing in fewer rate cuts in 2026, partly as a result of the economic impact of the ongoing Iran war. Put differently, they're beginning to predict that the Fed's target interest rate -- the short-term federal funds rate, which sets the tone for all other interest rates -- will be higher by the end of 2026. That's a bad thing for the stock market, as lower borrowing costs are good for corporate profits -- they lower companies' interest costs and make it cheaper to borrow to expand -- and good for consumer spending, as they tend to pull down rates on home loans, car loans, and other consumer loans. And until the war began, investors were beginning to count on dramatically lower rates by the end of 2026. So what should investors do now? Futures markets now predict just one quarter-point rate cut this year Only a month ago the futures market predicted that the most likely interest rate scenario was two quarter-percentage-point cuts by the end of this year, with a rising possibility of a third. That reversed in recent days. Today, the most likely scenario is just one rate cut this year, according to futures traders. And the probability that the Fed doesn't cut rates at all in 2026 has risen over the past week from about 6% to almost 16%. Why the dramatic change in the rate outlook? It's mostly due to the recent spike in oil prices, the biggest increase in four years. Brent crude, the international benchmark, has risen almost $13 per barrel since the beginning of the conflict, from about $71 a barrel to about $85 on Thursday. West Texas Intermediate oil, the type produced in the U.S., has risen from about $65 a barrel to $80. The spike in oil prices is due to the fact that the Strait of Hormuz, which is vulnerable to Iran attacks, has essentially come to a standstill in recen...
Key Points The Middle East war has changed the outlook for inflation and interest rates. Futures markets now predict just one quarter-point cut this year by the Fed. Investors should be aware that this could be a dampener to stock prices. These 10 stocks could mint the next wave of millionaires › You might think the war in the Middle East and monetary policy decisions by the Federal Reserve wouldn...
Key Points The Middle East war has changed the outlook for inflation and interest rates. Futures markets now predict just one quarter-point cut this year by the Fed. Investors should be aware that this could be a dampener to stock prices. These 10 stocks could mint the next wave of millionaires › You might think the war in the Middle East and monetary policy decisions by the Federal Reserve wouldn't have much of a connection. You would be wrong. Fed watchers and futures markets are suddenly pricing in fewer rate cuts in 2026, partly as a result of the economic impact of the ongoing Iran war. Put differently, they're beginning to predict that the Fed's target interest rate -- the short-term federal funds rate, which sets the tone for all other interest rates -- will be higher by the end of 2026. 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 » That's a bad thing for the stock market, as lower borrowing costs are good for corporate profits -- they lower companies' interest costs and make it cheaper to borrow to expand -- and good for consumer spending, as they tend to pull down rates on home loans, car loans, and other consumer loans. And until the war began, investors were beginning to count on dramatically lower rates by the end of 2026. So what should investors do now? Futures markets now predict just one quarter-point rate cut this year Only a month ago the futures market predicted that the most likely interest rate scenario was two quarter-percentage-point cuts by the end of this year, with a rising possibility of a third. That reversed in recent days. Today, the most likely scenario is just one rate cut this year, according to futures traders. And the probability that the Fed doesn't cut rates at all in 2026 has risen over the past week from about 6% to almost 16%. Why the dramatic change in th...
Broadcom (AVGO) stock has been in a steady uptrend with returns of 89% in the last 52 weeks. However, the stock had touched highs of $414.6 in December 2025, and there has been an almost 20% correction. With industry tailwinds translating into a healthy growth outlook, it seems like a good opportunity to accumulate AVGO stock. To put things into perspective, Broadcom recently reported Q1 FY26 resu...
Broadcom (AVGO) stock has been in a steady uptrend with returns of 89% in the last 52 weeks. However, the stock had touched highs of $414.6 in December 2025, and there has been an almost 20% correction. With industry tailwinds translating into a healthy growth outlook, it seems like a good opportunity to accumulate AVGO stock. To put things into perspective, Broadcom recently reported Q1 FY26 results, and top-line growth was 29% on a year-on-year (YoY) basis to $19.3 billion. This momentum was driven by healthy growth in AI semiconductors. Importantly, the company’s CEO, Hock Tan, believes that Broadcom is in the “line of sight to achieve AI revenue from chips in excess of $100 billion in 2027.” Tan also underscored the point that the supply chain has been secured to achieve this target. Therefore, the next 12 to 24 months are likely to be characterized by strong growth momentum and will imply positive price action. About Broadcom Stock Headquartered in Palo Alto, Broadcom is a designer, developer, and supplier of semiconductor and infrastructure software solutions for mission-critical infrastructure. The company’s primary business segments include Semiconductor Solutions and Infrastructure Software. For FY25, Broadcom clocked revenue of $63.9 billion. The company’s growth is backed by investment in research & development, which was at $11 billion for FY25. Broadcom’s innovation edge is underscored by the fact that its IP portfolio has approximately 19,000 patents. With a focus on high-growth areas of AI, cybersecurity, private cloud, and others, Broadcom is likely to benefit from structural industry tailwinds. While Broadcom continues to deliver robust numbers, AVGO stock has remained mostly sideways in the last six months. This is primarily due to some correction and volatility in technology stocks. For long-term investors, this time correction presents a good opportunity for exposure. AI Semiconductor Solutions to Drive Growth In the coming years, the company’s A...
Broadcom (AVGO) stock has been in a steady uptrend with returns of 89% in the last 52 weeks. However, the stock had touched highs of $414.6 in December 2025, and there has been an almost 20% correction. With industry tailwinds translating into a healthy growth outlook, it seems like a good opportunity to accumulate AVGO stock. To put things into perspective, Broadcom recently reported Q1 FY26 resu...
Broadcom (AVGO) stock has been in a steady uptrend with returns of 89% in the last 52 weeks. However, the stock had touched highs of $414.6 in December 2025, and there has been an almost 20% correction. With industry tailwinds translating into a healthy growth outlook, it seems like a good opportunity to accumulate AVGO stock. To put things into perspective, Broadcom recently reported Q1 FY26 results, and top-line growth was 29% on a year-on-year (YoY) basis to $19.3 billion. This momentum was driven by healthy growth in AI semiconductors. Importantly, the company’s CEO, Hock Tan, believes that Broadcom is in the “line of sight to achieve AI revenue from chips in excess of $100 billion in 2027.” Tan also underscored the point that the supply chain has been secured to achieve this target. Therefore, the next 12 to 24 months are likely to be characterized by strong growth momentum and will imply positive price action. About Broadcom Stock Headquartered in Palo Alto, Broadcom is a designer, developer, and supplier of semiconductor and infrastructure software solutions for mission-critical infrastructure. The company’s primary business segments include Semiconductor Solutions and Infrastructure Software. For FY25, Broadcom clocked revenue of $63.9 billion. The company’s growth is backed by investment in research & development, which was at $11 billion for FY25. Broadcom’s innovation edge is underscored by the fact that its IP portfolio has approximately 19,000 patents. With a focus on high-growth areas of AI, cybersecurity, private cloud, and others, Broadcom is likely to benefit from structural industry tailwinds. While Broadcom continues to deliver robust numbers, AVGO stock has remained mostly sideways in the last six months. This is primarily due to some correction and volatility in technology stocks. For long-term investors, this time correction presents a good opportunity for exposure. AI Semiconductor Solutions to Drive Growth In the coming years, the company’s A...
As usual, there's really nothing to complain about in Costco Wholesale's (COST +1.44%) latest quarterly results. The business keeps doing what shareholders have come to expect: generating steady comparable-sales growth, growing membership income, gaining digital momentum, and expanding its store count. The report once again shows that it remains a best-in-class retailer -- and maybe even one of th...
As usual, there's really nothing to complain about in Costco Wholesale's (COST +1.44%) latest quarterly results. The business keeps doing what shareholders have come to expect: generating steady comparable-sales growth, growing membership income, gaining digital momentum, and expanding its store count. The report once again shows that it remains a best-in-class retailer -- and maybe even one of the best businesses in the world. But liking the business is not the same as liking the stock. While the former remains easy, the latter requires a leap of faith. The problem, of course, is price. Costco can keep executing well and still be a disappointing investment from this price if the lofty valuation gets rerated lower. And with shares near $1,000 again, investors should take this risk seriously. Looking at Costco stock's valuation As of this writing, Costco stock trades at about 51 times earnings. That is a very rich valuation for a retailer -- even one as impressive as Costco. In fact, it's a pricey valuation for any stock. To justify that kind of multiple, Costco likely needs to keep doing almost everything right: maintain healthy comparable-sales growth, keep membership income rising nicely, continue gaining traction digitally, and avoid any meaningful slowdown in store traffic or average customer transaction size. In other words, the bar is high. And that is exactly the problem. When a stock trades at this sort of premium, investors are not just paying for a great business. They are paying for years of continued excellence with little friction. There is very little room for risks, and there are plenty. To name a handful, risks include a softer consumer environment, supply chain disruption, new competition (imagine if Amazon ever decides to open a wholesale retail store), or even just a stretch of merely good -- instead of exceptional -- execution. This is not to say Costco is wildly overvalued. But is it trading low enough to make it a buy? Probably not. The bull ca...
Key Takeaways Ivan Feinseth from Tigress Financial boosted his NVDA target price to $360 from $350 with a Strong Buy rating The $360 target implies Nvidia’s valuation could hit nearly $9 trillion — almost twice its present $4.46 trillion market capitalization Shares currently change hands near $183, trading at approximately 22x forward earnings — matching the S&P 500’s multiple The analyst forecas...
Key Takeaways Ivan Feinseth from Tigress Financial boosted his NVDA target price to $360 from $350 with a Strong Buy rating The $360 target implies Nvidia’s valuation could hit nearly $9 trillion — almost twice its present $4.46 trillion market capitalization Shares currently change hands near $183, trading at approximately 22x forward earnings — matching the S&P 500’s multiple The analyst forecasts $405.55B in top-line revenue and $200.98B in net operating profit for the coming year Nvidia’s GTC event from March 16–19 represents the next significant potential catalyst After an impressive rally, Nvidia has experienced consolidation for several months. The shares have traded within a relatively tight range as enthusiasm around artificial intelligence names has moderated. However, at least one Wall Street analyst believes this pause is merely a breather before another substantial leg higher. NVIDIA Corporation, NVDA Tigress Financial Partners analyst Ivan Feinseth increased his one-year NVDA price objective to $360 this week, lifting it from his previous $350 estimate while maintaining his Strong Buy recommendation. His target significantly exceeds the Street consensus of $272.16 compiled by FactSet and represents the most optimistic forecast among analysts tracking the semiconductor leader. With NVDA shares trading around $183, Feinseth’s price target suggests potential appreciation of approximately 97% over the next twelve months. The bullish thesis centers on Nvidia’s commanding position within the expanding AI infrastructure landscape. Feinseth highlights that hyperscalers and major cloud service providers have pledged more than $650 billion in capital expenditures specifically for 2026, with Nvidia positioned to capture a substantial share of these investments. Extending his outlook further, the analyst references projections calling for $3 trillion to $4 trillion in cumulative AI infrastructure investment through the end of the decade, providing a multi-year tai...
The New York Stock Exchange agreed to pay a $9 million to settle US Securities and Exchange Commission allegations that an internal malfunction led to a botched market open and wild price swings on a single day in January 2023. “NYSE’s failures caused market-wide impacts, including price-triggered restrictions on trading, market-wide trading pauses in 84 of the securities and ultimately thousands ...
The New York Stock Exchange agreed to pay a $9 million to settle US Securities and Exchange Commission allegations that an internal malfunction led to a botched market open and wild price swings on a single day in January 2023. “NYSE’s failures caused market-wide impacts, including price-triggered restrictions on trading, market-wide trading pauses in 84 of the securities and ultimately thousands of busted trades,” the SEC said in a cease-and-desist order on Friday. NYSE, which is owned by Intercontinental Exchange Inc ., agreed to pay the penalty without admitting or denying the SEC’s claims. “NYSE promptly compensated affected market participants and enhanced its procedures and systems, and there has been no recurrence of the issue,” ICE said in a statement. “NYSE opening and closing auctions continue to be the most reliable liquidity event for NYSE-listed symbols.” The exchange experienced technical glitches when the market opened on Jan. 24, 2023. The glitches sparked trading turmoil in companies including Wells Fargo & Co. , McDonald’s Corp. , Walmart Inc. and Morgan Stanley , in some cases sending stock prices swinging by 25 percentage points in minutes, Bloomberg reported at the time. NYSE failed to conduct an opening auction for more than 2,800 securities before transitioning to what’s called continuous trading, the SEC said. Instead, a “critical systems disruption” led it to initiate continuous trading, the agency said. The regulator also said NYSE didn’t establish written policies and procedures to monitor certain systems that support its opening auctions. “The obligation of national securities exchanges such as NYSE to operate in compliance with their own rules is fundamental,” the SEC said.
Trung Nguyen/iStock Editorial via Getty Images By Ashutosh Sureka Now holding around $190, Chevron ( CVX ) stock moved higher in early March, after climbing from about $185. Shares gained ground as the mood in the energy sector lifted, thanks to firmer crude values. Not far behind, attention stays fixed on payout reliability and output forecasts among large oil companies. CVX holds ground above k...
Trung Nguyen/iStock Editorial via Getty Images By Ashutosh Sureka Now holding around $190, Chevron ( CVX ) stock moved higher in early March, after climbing from about $185. Shares gained ground as the mood in the energy sector lifted, thanks to firmer crude values. Not far behind, attention stays fixed on payout reliability and output forecasts among large oil companies. CVX holds ground above key averages on the hourly view, with the 20-, 50-, and 100-EMAs bunched from about $187 up to $189. Despite minor shifts, momentum still leans higher after the last push upward. Further below, the 200-period EMA rests around $180.39, edging higher and backing a wider uptrend stance. Chevron price dynamics (Source: TradingView) The last few weeks saw price-building steps up, each bottom a bit above the one before, lifting the stock from around 175 to 190. Every time it dipped, demand showed up soon after; this steady support kept things moving despite a weaker pace lately near peak levels. Around 60 to 62 sits the Relative Strength Index now, showing buying pressure still holds, yet stays shy of overbought levels. Should the price climb past $192 with clear strength, attention may shift toward $195 as a likely next stop. Once below $186, the present setup loses ground, opening space down to the $185 floor. Energy market dynamics support sentiment Still among the biggest players worldwide, Chevron handles everything from pulling oil out of the ground to processing it and shipping fuel far and wide. When crude prices shift, or the world uses more or less energy, its profits usually follow close behind. Fresh shifts in worldwide energy trading are lending weight to views on major oil firms. Thanks to steeper oil rates, alongside tighter control over investment, earnings outlooks brighten for outfits such as Chevron. Fresh tensions overseas keep some traders watching closely, while shifts in output add pressure on pricing. Even so, deals between major producers still steer marke...
In trading on Friday, shares of The Gap Inc (Symbol: GAP) crossed below their 200 day moving average of $23.98, changing hands as low as $23.25 per share. The Gap Inc shares are currently trading down about 12.6% on the day. The chart below shows the one year performance of GAP shares, versus its 200 day moving average: Looking at the chart above, GAP's low point in its 52 week range is $16.99 per...
In trading on Friday, shares of The Gap Inc (Symbol: GAP) crossed below their 200 day moving average of $23.98, changing hands as low as $23.25 per share. The Gap Inc shares are currently trading down about 12.6% on the day. The chart below shows the one year performance of GAP shares, versus its 200 day moving average: Looking at the chart above, GAP's low point in its 52 week range is $16.99 per share, with $29.36 as the 52 week high point — that compares with a last trade of $23.69. Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Robinhood is giving everyday investors access to high-profile private companies like Databricks and Oura. Its new fund began trading on the NYSE under ticker RVI. CEO Vlad Tenev joined Bloomberg Open Interest with the details. (Source: Bloomberg)
Robinhood is giving everyday investors access to high-profile private companies like Databricks and Oura. Its new fund began trading on the NYSE under ticker RVI. CEO Vlad Tenev joined Bloomberg Open Interest with the details. (Source: Bloomberg)