May NY world sugar #11 (SBK26) today is up +0.08 (+0.58%), and May London ICE white sugar #5 (SWK26) is up +0.60 (+0.15%). Sugar prices recovered from early losses today and pushed higher, supported by soaring crude oil prices. WTI crude oil (CLJ26) surged to a 13.5-month high today, which benefits ethanol prices and could prompt the world's sugar mills to divert more cane crushing toward ethanol production rather than sugar, thus curbing sugar supplies. Don’t Miss a Day: On February 12, sugar prices plunged to 5.25-year nearest-futures lows on concern that a global sugar surplus will persist. On February 11, analysts from sugar trader Czarnikow said they expect a global sugar surplus of 3.4 MMT in the 2026/27 crop year, following an 8.3 MMT surplus in 2025/26. Also, Green Pool Commodity Specialists said on January 29 that they expect a 2.74 MMT global sugar surplus for 2025/26 and a 156,000 MT surplus for 2026/27. Meanwhile, StoneX said February 13 that it expects a global sugar surplus of 2.9 MMT in 2025/26. Last Friday, the International Sugar Organization (ISO) forecast a +1.22 MMT (million metric ton) sugar surplus in 2025-26, below an earlier projection of +1.63 AMMT. That follows a -3.46 MMT deficit in 2024-25. ISO said the surplus is being driven by increased sugar production in India, Thailand, and Pakistan. ISO is forecasting a +3.0% y/y rise in global sugar production to 181.3 million MMT in 2025-26. Signs of lower sugar output in Brazil are supportive of sugar prices, after Unica on February 18 reported that sugar production in Brazil's Center-South in the second half of January fell by -36% y/y to only 5,000 MT. However, cumulative 2025-26 Center-South sugar output through January is up by +0.9% y/y to 40.24 MMT. Also, the ratio of cane crushed for sugar rose to 50.74% in 2025/26 from 48.14% in 2024/25. Consulting firm Safras & Mercado said on December 23 that Brazil's sugar production in 2026/27 will fall by -3.91% to 41.8 MMT from 43.5 MMT expected in...

The following companies are expected to report earnings after hours on 03/05/2026. Visit our Earnings Calendar for a full list of expected earnings releases. Costco Wholesale Corporation (COST)is reporting for the quarter ending February 28, 2026. The discount retail company's consensus earnings per share forecast from the 13 analysts that follow the stock is $4.55. This value represents a 13.18% increase compared to the same quarter last year. COST missed the consensus earnings per share in the 1st calendar quarter of 2025 by -1.71%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for COST is 49.79 vs. an industry ratio of 28.80, implying that they will have a higher earnings growth than their competitors in the same industry. Marvell Technology, Inc. (MRVL)is reporting for the quarter ending January 31, 2026. The electric company company's consensus earnings per share forecast from the 12 analysts that follow the stock is $0.62. This value represents a 34.78% increase compared to the same quarter last year. MRVL missed the consensus earnings per share in the 3rd calendar quarter of 2025 by -1.96%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for MRVL is 35.50 vs. an industry ratio of 15.40, implying that they will have a higher earnings growth than their competitors in the same industry. Petroleo Brasileiro S.A.- Petrobras (PBR)is reporting for the quarter ending December 31, 2025. The oil company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.57. This value represents a 16.33% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for PBR is 5.11 vs. an industry ratio of 10.90. The Cooper Companies, Inc. (COO)is reporting for the quarter ending January 31, 2026. The medical/dental supplies company's consensus earnings per share forecast from the 8 analysts that follow the stock is $1.03. This value represent...

In Brief Nominal on Thursday announced a fresh $80M Series B extension round at a $1 billion valuation, led by Founders Fund. This followed the company’s $75M Series B round led by Sequoia in September. Nominal offers software that helps hardware engineers test their designs and began as a picks-and-shovels type of startup for the defense industry. The three-and-a-half-year-old, L.A.-based company says that in the last 10 months, it has landed four of the five largest defense contractors as customers. CEO and co-founder Cameron McCord (pictured) is a former U.S. Navy submarine officer and Anduril alum, the defense tech company, which is also one of Nominal’s marquee customers. So perhaps it’s no surprise that Anduril co-founder and executive chairman Trae Stephens, who is also a Founders Fund partner, led this as a preemptive deal, McCord told Bloomberg. Sequoia, General Catalyst, Lux Capital, Red Glass, and Lightspeed also participated. Next up, Nominal plans to expand beyond defense tech and into industrial sectors like automotive, robotics, and other industries.

FirstRand Limited press release ( FANDY ): Q2 Earnings of R23.2B. NIACC of R7.8B. Net asset value of R222.5B. More on FirstRand Limited FirstRand Limited 2026 Q2 - Results - Earnings Call Presentation Baron Emerging Markets Fund adds AGRPY, FANDY, and exits GFI, BEKE among Q4 moves Seeking Alpha’s Quant Rating on FirstRand Limited Historical earnings data for FirstRand Limited Dividend scorecard for FirstRand Limited

Wai, 38, and Yuen, 65, are alleged to have carried out surveillance on Hong Kong pro-democracy campaigners, some of them claiming asylum in the UK. A second UK border officer who allegedly got involved in the surveillance, Matthew Trickett, was found dead in May 2024 after being released on bail.

HoodieHoony/iStock via Getty Images Blackstone ( BX ) and Blackstone Secured Lending Fund ( BXSL ) are trading actively this week as Blackstone Private Credit Fund (best known as “BCRED”) again provides the biggest headline in Private Credit. Although BCRED does not trade, it is the world’s largest Private Credit Fund at $82 Billion. BCRED is roughly fifteen times the size of BXSL and should wisely be viewed as most impactful to Blackstone the firm. Widely reported on March 3, BCRED met all of its record-high redemption requests for the first quarter of 2026. This redemption was roughly 7.9% of its shares, or $3.8 billion. To do so, Blackstone increased its regular 5% repurchase limit to 7% and had the firm and employees cover the remaining 0.9%. This article will primarily look at the long-term investment merits of the publicly traded Blackstone alternative, BXSL. My primary competency is 1940 Act Companies, inclusive of Closed-End Funds (“CEFs”) and Business Development Companies (“BDCs”) such as BXSL. Of course, I do have a strong understanding how the redemptions fit into the broader strategic planning of BX as well. First, it is important to put the current news into a broader perspective, both in the asset class and with Blackstone in particular. Putting current BCRED news into context Few are conscious that what first started meaningful selling pressure in private credit last year was a relatively small distribution cut in this very same BCRED. On September 18, BCRED announced a new lower monthly distribution. Investors affected largely had to exit other Private Credit vehicles instead because BCRED had first hit its 5% quarterly redemption limit way back in December of 2022. I myself have perceived BCRED as a mature entity and a challenge to Blackstone’s perception as a growth business. I do believe today’s news speaks to how Blackstone is managing the life cycle of BCRED within its business. The current news from BCRED does increasingly reveal a pain point ...

The illiquidity premium Money Stuff this week has mostly been about capturing the illiquidity premium. On Tuesday, I argued that pooled retirement savings vehicles like pension funds and annuity companies have predictable cash needs and can lock up a lot of their money for the long term to earn high returns, while individual retirement savers can never be sure they won’t need their money back tomorrow and so demand more liquid investments. On Wednesday, we discussed how those individual savers withdrew a lot of money from a Blackstone Group Inc. private credit business development company called BCRED, in part because of credit worries (loans might default, etc.) but also in part because of liquidity worries (people are suddenly paying attention to the fact that it is sometimes hard for individual investors to get their money out of private BDCs). I argued that, if you are a professional investor who thinks the credit worries aren’t too serious, this could be a good buying opportunity. It is conventional to assume that there is such a thing as an “illiquidity premium”: Investors who lock their money up for a long time sacrifice some flexibility, and thus should demand a higher return than investors who can get their money back whenever. We have occasionally discussed Cliff Asness’s clever argument that actually it’s the reverse — that investors love to own assets that don’t trade, because then they don’t have to stress out all the time about the assets’ prices, so they should accept a lower return for illiquid assets — but surely this week there is an illiquidity premium. Right now, individual investors in private BDCs seem to be reacting to headlines about how BDCs might be limiting redemptions; they think “hmm I don’t want my redemptions to be limited” so they try to take out their money. Honestly this stuff is on a bit of a lag — BCRED’s redemptions were submitted a while ago — but the headlines have been going on for a while. They are demonstrating a demand for ...

This article first appeared on GuruFocus. Meta Platforms (META, Financials) said it will allow competing artificial intelligence chatbots to operate on WhatsApp in Europe for the next 12 months, a move aimed at addressing regulatory concerns from the European Union. The firm added that the upgrade will let general-purpose AI chatbots use WhatsApp through the WhatsApp Business API for a price. The European Commission put pressure on the company to make this choice. They had said they may take temporary antitrust remedies amid allegations that Meta was keeping competitors off the messaging platform. In January, Meta restricted third-party AI helpers from WhatsApp, letting only its own Meta AI assistant use the service. Regulators were worried that the legislation may hurt competition in the AI field, which is developing quickly. A Meta representative stated that the business thinks the policy modification should make it unnecessary for regulators to take immediate action while they finish their larger inquiry. The European Commission said it is looking into whether the suggested modifications are enough to answer concerns about competition. Earlier this year, Italy's antitrust tribunal told Meta to let other AI chatbots work on WhatsApp. The new regulation will make access similar across Europe, and it is also likely to apply in Brazil after a court verdict in a similar antitrust case.

Birdbuddy’s smart hummingbird feeder can capture both photo and video of your feathery friends. | Image: Birdbuddy Spring is peak bird-watching season, and if you want a closer look this year, Birdbuddy’s Smart Hummingbird Feeder Pro Solar has you covered. Normally $299, Birdbuddy is now selling the solar-powered feeder for $189 ($110 off), which matches its lowest price to date. Birdbuddy Smart Hummingbird Feeder Pro Solar Where to Buy: $299 $189 at Birdbuddy $299 $239 at Amazon $299 $199 at Chewy Although the feeder is designed for hummingbirds, when paired with its companion app, it can identify a wide range of species using AI and alert you when they arrive. Using a motion-activated 2K camera, it can capture 5-megapixel stills, slow-motion clips, and HDR video, which it can then automatically save. The camera can capture a bird’s finer details, while its wider field of view helps capture multiple birds in a single frame. Plus, it’s designed to handle low-light conditions well, so you can still get a view whether it’s dawn or dusk. The app also includes a few fun extras. You can share clips with up to 10 people, and if you grow fond of a specific bird that keeps returning, you can even give it a name and ask the app to track it every time it flies back. The feeder can also help you protect your feathery friends and send you notifications when it detects that a bird is sick or when cats or dogs are nearby. Just bear in mind that some of these features, including the ability to name birds and track returning visitors, require a Birdbuddy Premium subscription , which starts at $69.99 a year. Given it’s a feeder at its core, Birdbuddy’s smart hummingbird feeder can hold about 1.75 cups of nectar. It also carries an IP67 waterproof rating and is designed to withstand a range of temperatures — from below freezing to as high as 120 degrees Fahrenheit. The solar roof also helps keep the camera’s battery topped up even when it’s cloudy outside, though you can always recha...

Hiroshi Watanabe/DigitalVision via Getty Images The Fidelity International Value Factor ETF ( FIVA ) is a low-cost, exchange-traded fund designed to provide investors with exposure to companies that trade at a relative discount to their international benchmark. With an aggregate price/earnings ratio of 14.19x, FIVA may be an appealing investment strategy for those seeking diversified, international exposure outside of US indices. Investment Case For International Value The two key factors to consider in the fund are international equity exposure and the value-leaning stock selection. While these two factors generally go hand in hand, as international equities have historically trailed US equities in terms of trading premiums, I believe the broader trend of value rotation can deliver an appealing return for investors seeking to diversify their exposure. World P/E Ratio At a high level, investors have been largely rotating into value stocks in recent months as fears of an AI bubble persist. The trend can be observed when comparing the S&P 500 ( SPY ) to the Growth ( SPYG ) and Value ( SPYV ) Indexes. Thematically, this rotation may be viewed as a transition into more durable assets or a rotation away from growth. TradingView At a deeper level, value stocks may play a larger role in the transitioning economy resulting from widespread AI adoption. Taking into consideration growth companies like the mega-cap technology stocks, including NVIDIA Corporation ( NVDA ), Amazon.com, Inc. ( AMZN ), Alphabet Inc. ( GOOG ), and Microsoft Corporation ( MSFT ), these companies can be viewed as the facilitators of AI, meaning that they produce the tools necessary to implement and apply AI models that companies can utilize to improve operational efficiencies. Companies that reside in the value theme typically participate in the old economy , particularly in industrials, materials, and consumer discretionary. Companies across these and other sectors can be considered as the adopters o...

Elekta AB press release ( EKTAF ): Q3 net sales increased by 2% mainly driven by Europe and China. Reported sales in SEK decreased by 10% amounting to SEK 4,239M. Net income was SEK 12M and basic earnings per share was SEK 0.03. More on Elekta AB (publ) Elekta AB (publ) (EKTAY) Q3 2026 Earnings Call Transcript Elekta AB (publ) 2026 Q3 - Results - Earnings Call Presentation Elekta AB (publ) (EKTAY) Shareholder/Analyst Call - Slideshow Seeking Alpha’s Quant Rating on Elekta AB (publ) Historical earnings data for Elekta AB (publ)

美国原油价格延续涨势，创下2024年7月以来最高水平 2026-03-06 02:58:11 来源： 同花顺7x24快讯 分享 文章提及标的 原油 -- 美国原油价格延续涨势，创下2024年7月以来最高水平。

The defence secretary, John Healey, has accused opposition politicians of deliberately undermining the UK’s relationship with Donald Trump, saying it was “unpatriotic” for MPs to seek to turn the US against Keir Starmer. Healey, speaking to the Guardian at RAF Akrotiri in Cyprus, which was hit by a drone strike over the weekend, said he had been shocked at the way politicians like Nigel Farage had sought to “undermine” the UK’s relationship with the US. The Conservatives and Reform UK have criticised the British decision not to allow the US to use UK bases for offensive strikes against Iranian targets, though they will be used to help defend UK interests and allies in the region from Iranian retaliatory attacks. But Healey said he had been shocked by the extent to which senior MPs had sought to curry favour with the US president by undermining the position of the UK government – not just on the Iran attacks but also over the Chagos Islands deal. Kemi Badenoch, the Tory leader, and Farage, have both praised Trump for his opposition – albeit fluctuating – to the government’s Chagos plan, which the US president criticised when apparently frustrated with the UK over other issues. “For an elected British politician from the House of Commons, from Reform or from the Conservatives, to be going over to America … calling on President Trump to disown the deal we’d agreed and worked through to protect for the next 100 years our sovereign base and ability to operate out of Diego Garcia – it is unpatriotic, it undermines Britain and it is not the sort of leadership that British people should expect from elected politicians,” said Healey. “It looks like to me their intent is to undermine the British relationship with the US. That seems to be their intent, unpatriotic, unacceptable and not what people should expect of people who are elected to speak up in parliament and represent this country.” British allies in the Gulf and Cyprus have criticised the government for not doing enou...

Firefighters battled a massive warehouse fire Thursday near the Florida Turnpike in Northwest Miami-Dade. Rescue crews had to call in extra units to battle the four-alarm fire. The structure was engulfed by flames, as a large plume of dark smoke billowed into the sky. (Source: Bloomberg)

Oracle (ORCL) Stock: Thousands of Job Cuts Planned Amid Data Center Costs CoinCentral

Earnings Call Insights: Rigetti Computing (RGTI) Q4 2025 Management View CEO Subodh Kulkarni described 2025 as “a year of technical validation and disciplined execution,” highlighting advances in fidelity, scale, and architecture. Kulkarni emphasized, “Our focus remains reaching true commercially meaningful quantum advantage, not headline milestones.” He reported a 2-qubit gate fidelity of up to 99.9% at a 28-nanosecond gate speed on a ProDrive platform, achieved via the proprietary Adiabatic CZ scheme. Median 2-qubit gate fidelities were reported as 99.7% for the 9-qubit system, 99.6% for the 36-qubit system, and 99% on the 108-qubit Cepheus-1-108Q system. The company deployed multiple systems to the cloud, including an 84-qubit monolithic chip system and a 36-qubit chiplet system. Kulkarni noted, “We demonstrated that chiplet timing works in practice. That matters because scaling to thousands of qubits on a single die is not realistic. Chiplets are how we believe quantum systems will scale in the real world.” Key commercial progress included an $8.4 million order from India’s C-DAC for a 108-qubit on-premises quantum computer, scheduled for deployment in the second half of 2026, and $5.7 million in purchase orders for two 9-qubit Novera systems. Kulkarni also announced a Novera QPU sale to a Japanese research organization, with delivery set for April 2026, marking Rigetti’s first QPU in Japan. Strategic partnerships were highlighted, including collaborations with Riverlane for quantum error correction, NVIDIA for NVQLink integration, and QphoX for optical readout research. Kulkarni described the company’s open modular architecture as a differentiator. CFO Jeffrey Bertelsen stated, “For the fourth quarter of 2025, revenue was $1.9 million, compared to $2.3 million in the fourth quarter of 2024.” He added, “Gross margins for the fourth quarter were 35% compared to 44% in Q4 of last year.” Bertelsen also shared, “Total operating expenses for the fourth quarter were $...

Anthropic ( ANTHRO ) has been formally notified it is a risk to the U.S. supply chain, Bloomberg reported. “DOW officially informed Anthropic leadership the company and its products are deemed a supply chain risk, effective immediately,” a senior defense official told the news outlet. The DOW refers to the Department of War, also known as the Department of Defense. Anthropic did not immediately respond to a request for comment from Seeking Alpha. Anthropic CEO Dario Amodei has held discussions with Emil Michael, Under Secretary of Defense for Research and Engineering, in an effort to iron out a contract governing the Pentagon’s access to Anthropic’s AI models. Agreeing to a new contract would enable the U.S. military to continue using Anthropic’s ( ANTHRO ) technology and greatly reduce the risk of the company being designated as a supply chain risk—a move threatened by Defense Secretary Pete Hegseth on Friday but not yet enacted. Several major investors in Anthropic, including Amazon ( AMZN ), have worked to resolve the artificial intelligence startup's recent fallout with the Pentagon by appealing to company executives and through contacts in the White House. Last month, President Trump demanded U.S. government agencies cut their existing ties with Anthropic amid a dispute over how the generative AI company's models are used. Trump's demand came after Anthropic said the company “cannot in good conscience” allow the Department of Defense to use its models in all lawful use cases without limitation, adding that the agency’s threats do not change its position. More on Anthropic Why Anthropic's Claude Isn't The Cyber-Killer Wall Street Fears Anthropic CEO Dario Amodei back in talks with Pentagon about AI deal, FT reports Big Tech trade group warns Anthropic ban could hinder tech access Seeking Alpha’s Quant Rating on Anthropic Financial information for Anthropic

Earnings Call Insights: Teads Holding Co. (TEAD) Q4 2025 Management View CEO David Kostman stated that the company marked one year since merging Outbrain and Teads, emphasizing that "Year 1 was a transition. We managed the friction of merging 2 different cultures, technologies and businesses while navigating some tough market conditions." Kostman highlighted deliberate moves to build a sustainable premium marketplace, even at the cost of exiting low-quality revenue, to strengthen long-term partnerships with global brands. Kostman pointed out several positive indicators: "CTV is accelerating. Our focus on the living room is paying off. We crossed the $100 million annual revenue mark with growth hitting 55% in Q4 and with strong growth on the home screen placements." The company also experienced a "300% jump in sales to enterprise customers compared to Q3." He underscored the renewal of joint business partnerships with leading brands and ongoing negotiations in Q1. The CEO detailed operational changes, noting the December restructuring aimed to generate $35 million to $40 million in annual savings and the addition of new leadership, including a Chief Commercial Officer, Chief Marketing Officer, and North American business head. He also referenced exclusive partnerships with LG and Samsung in key markets and integrations with Google TV and Rakuten, yielding access to over 500 million addressable TVs globally. For 2026, Kostman presented a three-pillar strategy for enterprise advertisers: leading with CTV offerings, deepening agency relationships (noting integration with Havas), and scaling performance business for enterprise advertisers. He noted AI advancements are driving campaign performance and operational productivity. CFO Jason Kiviat reported, "Revenue in Q4 was approximately $352 million, reflecting an increase of 50% year-over-year on an as-reported basis, primarily reflecting the impact of the acquisition. On a pro forma basis, we saw a year-over-year decline...

格隆汇3月6日｜当地时间3月5日，针对伊朗海军“迪纳”号舰艇遭袭事件，伊朗军队发表官方声明，强烈谴责美军在远洋地区实施的“野蛮袭击”，并誓言将让美以敌人为其罪行付出代价。伊朗军队强调，美军在毫无预警的情况下，对这艘执行教学任务、远离战区的舰艇发动了“卑鄙且不人道”的攻击。伊朗军队指出，美军在远离冲突区的海域发动袭击，彻底践踏了国际海事法规、人道主义法及公认的航行惯例。伊朗军队将以比以往更加果断的行动，让美以挑衅者为其卑劣行径感到追悔莫及。

From 16m ago 18.55 GMT Trump removes Noem as DHS secretary Kristi Noem, the embattled Department of Homeland Security (DHS) secretary, has been removed from her position by Donald Trump. In a post on Truth Social, the president said that Noem had “served us well, and has had numerous and spectacular results”, before noting that she would become the special envoy for the “Shield of the Americas” – a new “security initiative” that he plans to announce this week in Doral, Florida with Latin American leaders. Trump announced that he was nominating Republican senator Markywayne Mullin to be the new homeland security secretary. “A MAGA Warrior, and former undefeated professional MMA fighter, Markwayne truly gets along well with people, and knows the Wisdom and Courage required to Advance our America First Agenda,” the president said of the Oklahoma lawmaker. double quotation mark As the only Native American in the Senate, Markwayne is a fantastic advocate for our incredible Tribal Communities. Markwayne will work tirelessly to Keep our Border Secure, Stop Migrant Crime, Murderers, and other Criminals from illegally entering our Country, End the Scourge of Illegal Drugs and, MAKE AMERICA SAFE AGAIN.” Share Updated at 18.56 GMT 42m ago 18.30 GMT Top House Republicans call for embattled congressman to end re-election bid House Republican leadership has called for Tony Gonzales to end his re-election campaign. This comes after the House ethics committee launched an investigation into the representative’s conduct, following reports that he had an extramartial affair with an aide who later died by suicide. On Wednesday, Gonzales admitted to the relationship with the his late staffer, Regina Ann Santos-Aviles, calling it “a lapse in judgment”. The GOP lawmaker, who represents an area of Texas that stretches from Juarez to San Antonio, said that he hadn’t spoken with Santos-Aviles for a year before she died. “We have encouraged him [Gonzales] to address these very serious allegat...

Wolf hunting will be allowed in Germany under legislation passed by the lower house of parliament in response to a rapidly growing population and a sharp rise in attacks on livestock. The return and growth of the wolf population in the last three decades has emerged as a wedge issue in Germany, the land of the Brothers Grimm who popularised the spectre of the Big Bad Wolf. The threat posed by roving packs often pits the left against the right and hard right, as well as the densely populated west against the more rural and former communist east where the wolves are concentrated. The draft law, which animal protection groups had lobbied against, cleared the Bundestag on Thursday with votes from the centre-right led governing coalition and the far-right Alternative für Deutschland party, which has long called for the killing wolves to protect farmers’ livelihoods. Hermann Färber of the Christian Democratic Union (CDU), the senior party in the coalition, told the chamber a new balance was needed in the German ecosystem. “The suffering of grazing animals, which are often killed in the bloodlust of wolves, no longer has anything to do with animal welfare,” he said. MPs from the Greens and the far-left Linke party voted against the bill, which must still pass the Bundesrat upper house. It is to vote later this month. The legislation would permit Germany’s 16 states to allow wolf hunting from July to October in regions where the population of the animals is particularly dense. Wolves found to have previously killed or attacked farm animals would be cleared to be shot regardless of their conservation status or the season. The German law implements an amendment to EU legislation allowing exceptions to species protection. That change came after a debate triggered in 2022 when a wolf killed a pony named Dolly belonging to the EU Commission president, Ursula von der Leyen, near Hanover. She pushed for a review of the wolf’s protection status shortly afterwards, and it was eventu...

Shares of Ciena (CIEN 15.07%) plummeted 18.6% on Thursday as of 1:05 p.m. EDT. As a leader in optical networking hardware and software platforms, Ciena's share price has skyrocketed with the advent of generative AI and the associated infrastructure build-out. The stock, even with today's sell-off, is up a whopping 271% over the past year alone. That may be why Ciena's fiscal first-quarter earnings report, which showed both a strong revenue and earnings beat, didn't lead to a positive outcome for the stock. Expand NYSE : CIEN Ciena Today's Change ( -15.07 %) $ -51.76 Current Price $ 291.79 Key Data Points Market Cap $49B Day's Range $ 278.39 - $ 315.24 52wk Range $ 49.21 - $ 365.90 Volume 237K Avg Vol 3.3M Gross Margin 39.31 % Ciena's growth accelerates, but it's not enough for its now-lofty valuation In the fiscal first quarter ending at the end of January, Ciena saw growth rise 33.1% to $1.43 billion, while adjusted (non-GAAP) earnings per share rallied 111%. Both figures handily beat analyst expectations. Management also raised full-year guidance to a range of $5.9 billion to $6.3 billion, up from a prior range of $5.7 billion to $6.1 billion, and above the consensus estimates of $5.96 billion. Ciena also raised its gross margin guidance to 44% at the midpoint, up from prior guidance of 43%. CEO Gary Smith noted in the release: Our record fiscal fourth-quarter and full-year performance reinforce our position as the global leader in high-speed connectivity, with an expanding role in the AI ecosystem... Looking ahead, we are confident in our growth trajectory over the coming years, driven by durable demand from our cloud and service provider customers and a growing set of opportunities inside and around the data center. Ciena investors are selling the good news To be honest, it's really hard to come away with any negatives in this earnings release. It should be noted that many AI and semiconductor-related stocks were down on Thursday amid fears over supply chain dis...

格隆汇3月6日｜OpenAI推出新的旗舰人工智能模型GPT-5.4及一套面向金融服务的工具，旨在更高效地处理办公工作。OpenAI周四表示，新模型GPT-5.4在生成电子表格、文档和演示文稿等任务上更为出色，并且与用户的互动往返次数更少。此外，该模型在使用网页获取复杂问题答案方面也有所提升，例如能够从多个来源搜集信息、进行分析并生成回应。公司还宣布推出一套新工具，帮助专业人士优化财务分析、投资备忘录及其他工作流程。该产品可连接来自FactSet Research Systems Inc.和Third Bridge等金融数据及研究公司的ChatGPT应用。OpenAI表示，用户还可以直接在Microsoft Excel和Google Sheets中使用ChatGPT来制作和分析财务模型。

Palantir (PLTR) is among the favorite stocks for investors to trade right now, and there are good reasons for such a view. With volatility comes the opportunity for traders to make money, and the daily price swings in PLTR stock have certainly been notable of late. Indeed, the company's price action in recent days has been significant, with all but two days sending shares of this leading AI and computing infrastructure stock more than 1% higher. That's some strong recent price momentum, and these recent moves signal a reversal of prior negative sentiment among AI-related names as it pertains to the spending and long-term growth outlook of this sector overall. That said, let's dive into whether Palantir (which is still down more than 25% from its recent peak and 15% on a year-to-date basis) is worth buying and what fundamental driver could take this stock to fresh all-time highs this year. Let's Dive Into the Fundamentals Overall, the story with Palantir remains one that centers on growth expectations. I say that because, looking at the underlying fundamentals shown below, it's clear that there's plenty of future growth that's baked into the company's valuation. The rule of thumb put forward by a number of iconic investors is that companies trading above a price-earnings-to-growth ratio of 1.0 are expensive. At a ratio of nearly 3 on this front, with a forward price-earnings ratio at 140 times, Palantir is undoubtedly one of the most expensive large-cap tech stocks in the market. Personally, I think looking at a company's PEG ratio is more viable for companies in such a camp, as it adjusts this multiple for a given company's growth rate, which is really what every investor should be doing. Now, it could certainly be the case that continued strength in AI-adjacent stocks will drive higher-than-expected revenue and earnings growth down the road, in which case this is a stock that could look very cheap in a few years' time. I think the jury is still out on that front, w...

Denis Shevchuk/iStock via Getty Images Introduction The last time I covered Vermilion Energy ( VET ), I reiterated their Strong Buy rating, highlighting their significant discount to both intrinsic and book value, with solid assets and an improving balance sheet, while the company's US exit and portfolio refinancing supported a potential re-rating. Despite the stock now being up about 30% since the previous coverage in January and over 50% since the initial rating back in late October, I reiterate VET’s Strong Buy rating, as the company continues to improve and remains on a good trajectory, while the valuation continues to be very attractive. Internal Developments Vermilion Energy IR VET reported a good Q4 and 2025 overall, beating the market's revenue estimates, delivering record annual production, and exceeding their Q4 production guidance, with very solid improvements in unit costs and CAPEX/flowing boe estimated for 2026 thanks to their portfolio recycling. This is ultimately something very important that I’m trying to highlight about this company. Sure, nobody is denying that they’ve had bad management in the past, they’ve made mistakes, allocated capital inefficiently, etc., but many of these managers/directors are gone, and we could even call this a massive, top-to-bottom fundamental transformation, changing significantly in recent years, growing reserves per share, cutting costs, and building a strong portfolio with long-life assets. Vermilion Energy IR Despite the high CAPEX and macro pressure, we can see their strategy paying out already, with the free cash flow reaching a solid C$308.74 million (US$226.24 million) in 2025 compared to C$344.77 million in 2024, which is not bad at all for a ~US$1.75 billion market cap after their jump. Vermilion Energy IR VET also confirmed their full-year guidance, expecting C$600 million to C$630 million in CAPEX (similar to 2025), with 67% of that going into Canada and 33% on their international assets, while the product...

Prime Video has dropped the full trailer for the fifth and final season of The Boys , teeing up the final confrontation between Antony Starr's Homelander and Karl Urban's Butcher—one seeking the original V compound that will make him immortal, the other seeking to commit Supe-genocide with the release of a Supe-specific virus that will kill them all. As previously reported , things were not looking good for our antiheroes after the S4 finale . They managed to thwart the assassination of newly elected US President Robert Singer, but new Vought CEO/evil supe Sister Sage (Susan Heyward) essentially overthrew the election and installed Senator Steve Calhoun (David Andrews) as president. Calhoun declared martial law, and naturally, Homelander swore loyalty as his chief enforcer. Butcher and Annie (Erin Moriarty) escaped, but the rest of The Boys were rounded up and placed in re-education—er, “Freedom”—camps. The second season of spinoff series Gen V was set after those events, and the finale concluded with Annie recruiting the main cast members to join the fight against Homelander and the Supes. Season 5 of The Boys picks up where the Gen V finale left off. Per the official premise: Read full article Comments

The Dow tumbled 1,000 points as oil prices touched $80 a barrel and rising Treasury yields worry investors.

在最高法院上月推翻特朗普的全面关税政策后，他的全球商品实施的新关税令正在遭遇重大法律挑战。 纽约州和俄勒冈州总检察长周四表示，多个州计划就特朗普2月24日生效的10%关税令提起诉讼。总统此前曾表示，他计划将该税率进一步提高至15%。 数以千计的美国公司就此前被最高法院推翻的关税寻求约1700亿美元退款。 特朗普的新关税援引的是1974年《贸易法》第122条。该条款此前从未被用于征收关税，但它允许总统通过征收有限的关税来应对重大的“国际收支”赤字。 州检察总长表示，原告在诉状中称特朗普为征收新关税提供的理由（即美国贸易逆差）不符合第122条所指的场景。他们认为，美国已不存在国际收支问题，因为这类问题只可能发生在像金本位制那样的固定汇率体系中，而美国早在几十年前就放弃了该体系。 责任编辑：丁文武

Hiroshi Watanabe/DigitalVision via Getty Images Fund Commentary The fourth quarter began with a U.S. government shutdown, which lasted into mid-November. The U.S. economy avoided major broad-based disruption. However, the shutdown hampered economic data collection – creating a considerable information vacuum just as markets sought clarity on growth, inflation, and policy trajectories. Following resumed economic data, the broader U.S. macroeconomic landscape held firm with ongoing resilience amid a gradually cooling labor market. The downside labor market risk kept U.S. Federal Reserve easing in play, leading to two rate cuts in the quarter even as the economy expanded. The global tariff environment proved less disruptive than earlier fears. U.S. monthly tariff collections rose but remain well below levels implied by announced policies. Financial markets capped a strong 2025 with fourth-quarter gains in both equities and fixed income. Non-U.S. equities outpaced the U.S., leaving global equities with a low-single-digit gain. For the U.S., a strong third-quarter corporate earnings season helped bolster the earnings outlook heading into 2026. Artificial intelligence (AI) remained a central market topic, with investors shifting from broad-based enthusiasm to taking a more critical look at potential returns of AI-related investment plans. This led to more varied performance across the largest tech-related and AI-adjacent companies. The fund outperformed its benchmark for the quarter. The Fund invests in attractively valued, high quality stocks with positive sentiment. During the quarter, stocks with higher valuations lagged, while those trading at more attractive valuations outperformed. The Fund's overweight position in inexpensive stocks and underweight in richly valued names was a positive contributor to performance. Momentum exposure detracted slightly, as the factor delivered mixed results over the period. The Fund's focus on higher quality stocks also added to perfo...

DuPont ( DD ) fell 3.62% to $47.21 in the afternoon trade on Thursday, adding to six straight sessions of fall. The stock has fallen around 5.24% between February 25 and March 4 compared to a 1.1% decline in the S&P 500 during the same period. The company has recently been in focus after reports that Goldman Sachs improved financing terms tied to the sale of one of DuPont’s business units, while the company also unveiled a new membrane technology designed to convert factory wastewater into reusable water. The developments come as the materials company continues to streamline operations and expand solutions in water treatment and industrial applications. According to Seeking Alpha’s Quant Rating system, DD is rated a Buy, with a score of 3.09 out of 5, receiving an A+ for profitability but an F in terms of growth. An analyst remained cautious on DuPont, saying the company’s shift to a leaner structure following divestitures could help remove its conglomerate discount if execution is strong, though near-term growth appears limited. The analyst pointed to weakness in the Diversified Industrials segment, which is “quite sensitive to global construction trends,” while noting expected 3%–5% organic growth in Healthcare & Water Technologies and potential margin expansion as the company streamlines operations, adding that “the complex conglomerate is no more, which should, in theory, help it get rid of its conglomerate discount in the future, as long as the company executes this strategy to perfection.” Turning to the Wall Street , 14 of 17 analysts rate the stock a buy or higher, and three recommend a hold. Shares have gained around 2.56% in the past one month, and is up approximately 18% year-to-date. More on BCX: A Play On The Commodity Cycle -- With BGR As A Tactical Addition The Web Of AI Circular Deals Begins To Unravel RENK Group AG 2025 Q4 - Results - Earnings Call Presentation Meta sued in the U.S. over smart glasses privacy after contractor reviewed sensitive cont...