When it comes to artificial intelligence (AI), there's no company that has defined this technological age quite like Nvidia (NVDA +2.99%). Its powerful graphics processing units help run the data centers that support AI training and inference. Nvidia's leading industry position has made it a monster investment. If you'd invested $1,000 in this AI stock 10 years ago, here's how much you'd have toda...
When it comes to artificial intelligence (AI), there's no company that has defined this technological age quite like Nvidia (NVDA +2.99%). Its powerful graphics processing units help run the data centers that support AI training and inference. Nvidia's leading industry position has made it a monster investment. If you'd invested $1,000 in this AI stock 10 years ago, here's how much you'd have today. Nvidia's shares produced a total return of 21,690% in 10 years (as of March 20). This phenomenal gain would've grown a $1,000 investment into almost $218,000 today. This might be the best-performing stock of the last decade. And the rise hasn't been driven by improving market sentiment. Nvidia's price-to-earnings ratio expanded by just 16% over the trailing-10-year period. Expand NASDAQ : NVDA Nvidia Today's Change ( 2.99 %) $ 5.17 Current Price $ 177.87 Key Data Points Market Cap $4.2T Day's Range $ 175.88 - $ 178.22 52wk Range $ 86.62 - $ 212.19 Volume 2.7M Avg Vol 174M Gross Margin 71.07 % Dividend Yield 0.02 % This means that shareholders have benefited mainly from fundamental gains. Nvidia's growth has been exceptional. In fiscal 2016, it reported $614 million in net income. In fiscal 2026 (ended Jan. 25), that figure ballooned more than 19,000% to $120 billion. All credit goes to the AI boom, which has resulted in companies allocating massive amounts of capital to secure the needed hardware to build computing infrastructure. Looking ahead, it's obvious that Nvidia is heavily dependent on economywide AI bullishness continuing. That sentiment will support greater investments in the space, which will push further revenue and profit gains for the business.
TLDR Morgan Stanley reiterated its Overweight rating on Apple with a $315 price target Its late-2025 AlphaWise survey found global iPhone upgrade rates hit all-time survey highs China upgrade rates improved 9 percentage points year-over-year Apple is forecast to be the only major smartphone maker to gain market share in 2026 Consumer willingness to pay for Apple Intelligence is declining year-over...
TLDR Morgan Stanley reiterated its Overweight rating on Apple with a $315 price target Its late-2025 AlphaWise survey found global iPhone upgrade rates hit all-time survey highs China upgrade rates improved 9 percentage points year-over-year Apple is forecast to be the only major smartphone maker to gain market share in 2026 Consumer willingness to pay for Apple Intelligence is declining year-over-year 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Apple got a boost on Monday after Morgan Stanley published findings from its late-2025 AlphaWise Global Smartphone Survey, pointing to record iPhone upgrade momentum heading into 2026. Apple Inc., AAPL The stock rose around 1% in premarket trading. Analyst Erik Woodring, who carries an Overweight rating on the stock, kept his $315 price target in place. The survey data underpins his view that Apple is in a stronger position than most of the Street currently expects. Global blended iPhone upgrade rates hit 37% in the survey — up 2 percentage points year-over-year and an all-time high for the survey. China, a market that has been a concern for Apple investors, saw upgrade rates climb 9 percentage points year-over-year, also reaching all-time highs. Apple stock was trading around that level going into Monday, with the company carrying a market cap of $3.64 trillion and a P/E of 31.47. Switching rates to Apple hit a 5-year high in the survey. Average storage capacity desired grew 18% year-over-year. And 27% of the sampled installed base said they were interested in a foldable iPhone — a product that has yet to launch. iPhone Revenue Forecast Above Street Woodring said he expects Apple to be the only major global smartphone manufacturer to grow market share in 2026, based on the survey’s findings. His fiscal 2026 iPhone revenue forecast sits 3% above Street consensus, calling for 6% growth versus the...
Palantir Technologies (PLTR +5.57%) stock jumped 5% through 9:45 a.m. ET Monday after Wedbush analyst Dan Ives reiterated that he still has an outperform rating on the government IT contractor, and still believes the stock will hit $230 within a year. From its current stock price, that would work out to a 45% profit. Why Wedbush loves Palantir Palantir provides IT services, focusing on artificial ...
Palantir Technologies (PLTR +5.57%) stock jumped 5% through 9:45 a.m. ET Monday after Wedbush analyst Dan Ives reiterated that he still has an outperform rating on the government IT contractor, and still believes the stock will hit $230 within a year. From its current stock price, that would work out to a 45% profit. Why Wedbush loves Palantir Palantir provides IT services, focusing on artificial intelligence, to a host of government agencies, including the Department of Defense, the National Institutes of Health, and the Centers for Disease Control and Prevention, as well as international defense ministries, healthcare systems, and law enforcement organizations. Ives's optimism about Palantir boils down to a general view of the company's ability to win even more contracts "across the federal government." More than just growing its business in tandem with government budget growth, though, Ives argues that Palantir is attaching itself specifically to the government's highest-priority projects so it can enjoy accelerated growth in the best-funded programs. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( 5.57 %) $ 8.39 Current Price $ 159.07 Key Data Points Market Cap $360B Day's Range $ 153.27 - $ 160.19 52wk Range $ 66.12 - $ 207.52 Volume 980K Avg Vol 48M Gross Margin 82.37 % Is Palantir growing fast enough? The stock has slumped amid growing investor concerns about the health of the AI industry. Its stock price is down more than 23% since hitting an all-time high in early November -- yet Palantir shares are still up 56% over the past 52 weeks. Ives is betting Palantir can shake off these worries and climb past its recent high. I'm not so sure about that. While its powerful growth is not in question -- analysts polled by S&P Global Market Intelligence see the company growing earnings 47% per year over the next five years -- the stock remains richly priced. Valued at $360 billion in market capitalization, Palantir costs 239 times trailing earnings. Even d...
Robert Way/iStock Editorial via Getty Images Since TME was last covered (hold rating), the stock has delivered around a 20% return. At the time, the company was going through a rough patch with regulatory crackdowns and macro challenges pressuring their share price, but their performance and monetization prospects were decent, as I viewed paying users as having more room for growth (which they ach...
Robert Way/iStock Editorial via Getty Images Since TME was last covered (hold rating), the stock has delivered around a 20% return. At the time, the company was going through a rough patch with regulatory crackdowns and macro challenges pressuring their share price, but their performance and monetization prospects were decent, as I viewed paying users as having more room for growth (which they achieved). Fast forward to now, it's worth revisiting the stock, as despite a solid earnings release, Tencent Music Entertainment’s ( TME ) share price plunged as investors rushed for the exits following management’s guidance of “short term pressure ” on subscription revenue due to intense competition. Management’s decision to stop reporting certain performance metrics, such as online music MAU, paying users, and ARPPU, added to investor jitters. With a P/E of 10, TME looks cheap, but with competitive pressures intensifying in their most lucrative business segment, the stock is not a buy at this point. Business context Tencent Music is China’s largest online music and audio services platform. They operate several music apps primarily in China including QQ Music (music streaming particularly popular in tio-tier cities), Kugou Music (streaming app popular among the masses in mid-tier cities), Kuwo Music (music streaming for auto environments), and WeSing (karaoke platform). TME competes with rivals like Netease Cloud Music ( NTES ), and Bytedance-owned apps Douyin and Soda Music. Revenue are generated through two main segments: Online Music: This segment covers revenues from premium online music subscribers (under their standard plan or their SVIP plan) and non-subscription music services (concerts, merchandise, Starlight Digital cards, etc). This segment accounts for over 80% of revenues of which premium subscription revenue is the largest (accounting for over 50% of total revenues followed by non-subscription revenues (nearly a third of total revenues). Social Entertainment: T...
It seems AMD planned to launch the long-awaited Ryzen 9 9950X3D2 earlier this month before a change in plans. That’s according to an ASRock press release, which the brand quietly published before pulling the page. The date on the press release was March 16, 2026, suggesting the faux announcement had gone unnoticed for around a week before ASRock took action. This was enough time for Videocardz.com...
It seems AMD planned to launch the long-awaited Ryzen 9 9950X3D2 earlier this month before a change in plans. That’s according to an ASRock press release, which the brand quietly published before pulling the page. The date on the press release was March 16, 2026, suggesting the faux announcement had gone unnoticed for around a week before ASRock took action. This was enough time for Videocardz.com to capture a screenshot (pictured below), providing some general insight into the Ryzen 9 9950X3D2. Image: ASRock / Videocardz. The key takeaway from ASRock’s press release highlight that the Ryzen 9 9950X3D2 offers “more cache than ever.” While this doesn’t confirm prior rumours that the processor sports 3D V-Cache across both its CCDs, such descriptions make that particular technical makeup all the more likely. For context, leaks suggest the Ryzen 9 9950X3D2 rocks 192MB of L3 cache. That’s 32MB bases on each CCD with another 64MB on top. This would mark a 50% increase over the Ryzen 9 9950X3D, which boasts 128MB in total. The benefits of such a large cache pool remain unclear for the moment, but ASRock’s wording specifically highlights “higher gaming performance.” Preliminary leaks suggest uplifts in the region of 7% in Geekbench 6, but no Ryzen 9 9950X3D2 gaming benchmarks have come out of the woodwork at present. It’s unclear when the Ryzen 9 9950X3D2 will see the light of day, if ever. Despite mention of the CPU here, as well as by Asus and the EEC, there’s no clear release date in sight. Perhaps Computex 2026 will serve as the launch pad for the chip, as CES 2026 did for the Ryzen 7 9850X3D. In any case, the Ryzen 9 9950X3D2 may not be the only processor AMD has in the works right now. Recent reports claim that the firm is readying a Ryzen 5 9650X and Ryzen 7 9750X, likely to combat the newly launched Core Ultra 200S Plus processors from Intel. Until such time that any new AMD CPUs hit the streets, give my Core Ultra 7 270K Plus review a read. While the chip won’t co...
Amazon (AMZN) is reportedly getting back into the smartphone business, and this time the device will be powered by AI. More than a decade after the Fire Phone flopped, the e-commerce and cloud giant is developing a new device. The news is raising a key question for investors: Does this change the AMZN stock story? Here's what we know and what it could mean for your portfolio. Amazon's New Alexa-Po...
Amazon (AMZN) is reportedly getting back into the smartphone business, and this time the device will be powered by AI. More than a decade after the Fire Phone flopped, the e-commerce and cloud giant is developing a new device. The news is raising a key question for investors: Does this change the AMZN stock story? Here's what we know and what it could mean for your portfolio. Amazon's New Alexa-Powered Smartphone According to Reuters, which cited anonymous sources, Amazon is developing a new smartphone internally codenamed "Transformer." The report states: The device is being built inside a relatively new unit within Amazon's Devices division called ZeroOne. The phone would come loaded with Amazon's suite of apps: Amazon Shopping, Prime Video, and Prime Music. More importantly, it would lean heavily on Alexa, the smart home assistant that Amazon has spent over a year rebuilding with generative artificial intelligence features. Amazon launched the upgraded version, Alexa+, in February 2026. The revamped assistant can now do most of what rival AI chatbots offer, from planning trips to making purchases to answering complex questions. The smartphone is seen internally as a way to push more Amazon customers toward its growing AI products. Amazon’s Massive AI Spending On its Q4 earnings call, Amazon CEO Andy Jassy said the company plans to invest around $200 billion in capital expenditures, mostly in Amazon Web Services (AWS). AWS grew 24% year-over-year (YoY) in Q4, the fastest rate in 13 quarters, reaching an annualized revenue run rate of $142 billion. Customer spend on Amazon Bedrock, its AI model platform, grew 60% in a single quarter. Amazon's custom AI chip business, which includes Graviton and Trainium, crossed $10 billion in annualized revenue run rate. Trainium2, its latest AI chip, is 30% to 40% more price-efficient than comparable graphics processing units, and over 100,000 companies are already using it. AWS also holds a revenue backlog of $244 billion, up 40...
Amazon is developing a new AI-powered smartphone called "Transformer." Here's what it means for AMZN stock and whether investors should buy before launch.
Amazon is developing a new AI-powered smartphone called "Transformer." Here's what it means for AMZN stock and whether investors should buy before launch.
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English English Italiano Español Português Deutsch العربية Français Important Disclaimers FXEmpire is owned and operated by Empire Media Network LTD., Company Registration Number 514641786, registered at 7 Jabotinsky Road, Ramat Gan 5252007, Israel. The content provided on this website includes general news and publications, our personal analysis and opinions, and materials provided by third parties. This content is intended for educational and research purposes only. It does not constitute, and should not be interpreted as, a recommendation or advice to take any action, including making any investment or purchasing any product. Before making any financial decision, you should conduct your own due diligence, exercise your own discretion, and consult with competent advisors. The content on this website is not personally directed to you, and we do not take into account your individual financial situation or needs. The information contained on this website is not necessarily provided in real time, nor is it guaranteed to be accurate. Prices displayed may be provided by market makers and not by exchanges. Any trading or other financial decision you make is entirely your own responsibility, and you must not rely solely on any information provided through the website. FXEmpire does not provide any warranty regarding the accuracy, completeness, or reliability of any information contained on the website and shall bear no responsibility for any trading losses you may incur as a result of using such information. The website may include advertisements and other promotional content. FXEmpire may receive compensation from third parties in connection with such content. FXEmpire does not endorse, recommend, or assume responsibility for the use of any third-party services or websites. Empire Media Network LTD., its employees, officers, subsidiaries, and affiliates shall not be liable for any loss or damage resulting from your use of the website or reliance on the information provid...
In this article BLK Follow your favorite stocks CREATE FREE ACCOUNT Larry Fink, Chairman and CEO of BlackRock, speaks during an interview with CNBC on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Jan. 15, 2026. Brendan McDermid | Reuters BlackRock CEO Larry Fink urged investors to resist the temptation to time markets, arguing that staying invested through periods of tur...
In this article BLK Follow your favorite stocks CREATE FREE ACCOUNT Larry Fink, Chairman and CEO of BlackRock, speaks during an interview with CNBC on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Jan. 15, 2026. Brendan McDermid | Reuters BlackRock CEO Larry Fink urged investors to resist the temptation to time markets, arguing that staying invested through periods of turmoil has historically delivered far stronger returns. "Over time, staying invested has mattered far more than getting the timing right," Fink wrote in his annual chairman's letter released Monday. "Some of the market's strongest days came amid the most unsettling headlines." He pointed to the past two decades as a stark example: every dollar invested in the S&P 500 grew more than eightfold. But investors who missed just the 10 best days over that stretch would have earned less than half as much. The warning from the billionaire comes as markets are increasingly driven by rapid shifts in sentiment tied to geopolitics, inflation and technological disruption. Stocks rallied sharply Monday after President Donald Trump said the U.S. and Iran have held talks and that he was halting strikes on Iranian energy infrastructure. "The danger is that we focus so much on the noise that we forget what actually matters," Fink wrote. "The forces behind today's headlines have been building for a long time. The old model of global capitalism is fracturing. Countries are spending enormous sums to become self-reliant — in energy, in defense, in technology." BlackRock is the world's largest asset manager with a $14 trillion in assets under management at the end of 2025. Fink also warned that the rapid rise of artificial intelligence could amplify inequality, enriching those who already own assets while leaving others further behind. "The massive wealth created over the past several generations flowed mostly to people who already owned financial assets. And now AI threatens to repeat that pattern ...
Tom Harwood/iStock via Getty Images That’s just how life goes. I just wrote an article about Envela ( ELA ). The stock is simply poppin' like champagne in the post-earnings period. Jerónimo Martins ( JRONY ) didn't have the same fate. Seeking Alpha Well, the grocer didn't quite hit market expectations and slipped after reporting its results . This basically gave away all the gains I told you about...
Tom Harwood/iStock via Getty Images That’s just how life goes. I just wrote an article about Envela ( ELA ). The stock is simply poppin' like champagne in the post-earnings period. Jerónimo Martins ( JRONY ) didn't have the same fate. Seeking Alpha Well, the grocer didn't quite hit market expectations and slipped after reporting its results . This basically gave away all the gains I told you about in my last article . At the moment I'm sitting with my notebook, drinking my coffee (no sugar, please), and writing this, I'm almost 2.5% below my September write-up . It's a small drop, I know. Even so, Jerónimo Martins is behind my other grocery picks in the same stretch, except for one or two like Dino Polska ( DNOPY ). Coincidentally or not, both have a strong presence in Poland. And, if you read my article about Dino, you know that grocers are having problems with the union there. But those 'boring' low-beta stocks like Jerónimo Martins really make you money when you buy the slump. That was the case with Tesco ( TSCDY ) and Metro ( MRU:CA ). After I upgraded following the Christmas slump, both stocks are outperforming the S&P by a large chunk. Reality Check: Don't Annualize Margins! I've got a few guesses about what caused Jerónimo's slump. Folks (including me!) were considering the FY 2025 margins as normalized. And, after some time looking at Biedronka (and especially Poland), I think we shouldn't expect the margins for FY 2026 and FY 2027 to be like this year. Jerónimo Martins' margins (Author) Biedronka has been operating with a PPI down low in single digits (-2.3% in February and stuck there since 2023), while CPI is running at 2.1%. It's strange, I know. In the United States, the PPI almost never comes in negative. If I'm not mistaken, the last (and only time in ten years) was in 2020. So, if COGS are falling faster than prices, Biedronka would have some positive spread and come out with fatter margins. That's basically what's happening to them now. Poland PPI (...
Independent equity research firm Arete Research has initiated coverage of Canada’s Hut 8 stock (NASDAQ: $HUT ) with a buy rating and a $136 U.S. price target. The price target is the highest on Wall Street and is 162% higher than where HUT stock currently trades. London, England-based Arete Research is bullish on Hut 8 as the company executes its transition into artificial intelligence (A.I.) and ...
Independent equity research firm Arete Research has initiated coverage of Canada’s Hut 8 stock (NASDAQ: $HUT ) with a buy rating and a $136 U.S. price target. The price target is the highest on Wall Street and is 162% higher than where HUT stock currently trades. London, England-based Arete Research is bullish on Hut 8 as the company executes its transition into artificial intelligence (A.I.) and high-performance computing (HPC) data centres. In a note to clients, Arete cited Hut 8’s River Bend lease agreement as a key factor in its positive assessment of the company and its stock. The 15-year lease includes rent payment guarantees from Google parent company Alphabet (NASDAQ: $GOOGL ). The agreement with Alphabet should generate an average of $454 million U.S. in annual operating income for Hut 8 with 99% margins, according to Arete Research. Arete also notes that Hut 8’s cost of debt for its data centre operations remains low by industry standards, which is another reason to consider buying the stock. If there’s one worry about Hut 8, it is the company’s Bitcoin (CRYPO: $BTC ) exposure, said analysts at Arete. Hut 8 owns approximately 61% of American Bitcoin (NASDAQ: $ABTC ), the crypto treasury company founded by Eric Trump and Donald Trump Jr. Hut 8 also maintains its commitment to Bitcoin mining. The two heavily expose the company to the current downturn in BTC’s price. HUT stock is currently trading at $51.94 U.S. per share, having gained 272% in the last year.
In this article VOW3-FF Follow your favorite stocks CREATE FREE ACCOUNT Apple CEO Tim Cook (L) stands with Siemens CEO Roland Busch prior to the opening ceremony of the China Development Forum 2026 at the Diaoyutai State Guesthouse on March 22, 2026 in Beijing, China. China News Service | China News Service | Getty Images BEIJING — As corporate giants navigate U.S.-China tensions, more than 80 glo...
In this article VOW3-FF Follow your favorite stocks CREATE FREE ACCOUNT Apple CEO Tim Cook (L) stands with Siemens CEO Roland Busch prior to the opening ceremony of the China Development Forum 2026 at the Diaoyutai State Guesthouse on March 22, 2026 in Beijing, China. China News Service | China News Service | Getty Images BEIJING — As corporate giants navigate U.S.-China tensions, more than 80 global executives, from Apple to Eli Lilly , traveled to Beijing this weekend for the annual state-organized China Development Forum. The executives' remarks reflected renewed interest in capturing the Chinese consumer, after years of uncertainty from the Covid-19 pandemic, slower growth and U.S. trade tensions . Chinese Premier Li Qiang declared an "extraordinary" pace of technological progress in the country, such as factory automation. Fresh off a recovery in Apple iPhone sales in China, the company's CEO Tim Cook took the stage on Sunday, saying: "We are proud to be part of that progress, and we're committed to working alongside our supplier partners to push it even further." He added that more than 90% of Apple's production in China is powered by clean energy. Apple still manufactures most of its iPhones in China , which accounted for nearly 18% of Apple's revenue in the December quarter . Thanks to the iPhone 17 release, Apple smartphone sales in the first nine weeks of the year were up 23% year-on-year, bucking a 4% decline in China's overall smartphone market, according to Counterpoint Research. On his way to Beijing, Cook also visited Chengdu, China, as Apple has been pressured to cut its China App Store fees. According to an official delegate list seen by CNBC, attendees included more than 30 executives of U.S. companies, including McDonald's, Coach parent Tapestry, and Mastercard, along with representatives of British, South Korean and German corporations. watch now VIDEO 10:06 10:06 Why Western playbooks fail in China — and what it takes for brands to compete CNBC ...
Hi, it’s Swetha Gopinath in London, looking at the latest must-have acronym in private equity portfolios. Also today, Danone pushes into the hot market for health nutrition. Today’s top stories Poste bids €10.8 billion for full control of Telecom Italia. Zijin Gold acquires control of Chinese rival for $2.6 billion. Saudi Arabia, Kuwait seek to advance energy deals despite war. HPE gets day in cou...
Hi, it’s Swetha Gopinath in London, looking at the latest must-have acronym in private equity portfolios. Also today, Danone pushes into the hot market for health nutrition. Today’s top stories Poste bids €10.8 billion for full control of Telecom Italia. Zijin Gold acquires control of Chinese rival for $2.6 billion. Saudi Arabia, Kuwait seek to advance energy deals despite war. HPE gets day in court as state AGs challenge $14 billion deal. Danone to buy celebrity-backed protein drinks maker Huel. HALO hunt For all of its life-altering potential, artificial intelligence can’t replace the rudder on a ship or a flap on the wing of a plane. Private capital firms are alive to the fact and are pouring more money into industrial businesses making such components, which in recent years have taken a back seat to software providers in investment portfolios. Apollo has just agreed to acquire a stake in Syntegon, a German packaging machine maker owned by CVC. We wrote previously that a deal would value Syntegon at about €4 billion. The renewed focus on hard assets with low obsolescence—a trend that comes with the catchy HALO acronym—comes as AI does a number on many of those software companies and leaves PE looking for safer havens. As we report today, firms including Blackstone, Brookfield and Bain Capital are among those talking up the HALO trade. And they’re not the only ones: data compiled by Bloomberg show that mentions of the term among company executives are at the highest in at least five years. There are some big deals in the market right now underscoring the shift, from the sale of VW’s heavy diesel engine unit to the interest in British aerospace supplier Senior. Meanwhile, credit investors are eagerly awaiting the launch of debt deals to finance PE takeovers of businesses including Continental’s industrial unit. And unlike some of those aforementioned software companies, PE execs I spoke with believe many of these industrial companies with be net beneficiaries of AI...
Khanchit Khirisutchalual Citi has updated its return-on-equity trend baskets. "We created the ROE Trend Baskets which focus on forward ROE improvement driven by improving margins and higher total asset turnover, not financial engineering," the equity strategy team said. "Essentially, the second derivative of Quality, not the factor itself, creates a more differentiated exposure that has become our...
Khanchit Khirisutchalual Citi has updated its return-on-equity trend baskets. "We created the ROE Trend Baskets which focus on forward ROE improvement driven by improving margins and higher total asset turnover, not financial engineering," the equity strategy team said. "Essentially, the second derivative of Quality, not the factor itself, creates a more differentiated exposure that has become our flagship thematic." The large-cap stocks with negative ROE trend are: Company (Ticker) ROE Chg 2027E ROE Lennox International Inc. ( LII ) -29.7% 40.8% Eli Lilly and Company ( LLY ) -28.2% 48.1% IDEXX Laboratories, Inc. ( IDXX ) -24.5% 45.9% Oracle Corporation ( ORCL ) -22.9% 35.2% Bristol-Myers Squibb Company ( BMY ) -21.7% 41.6% Carvana Co. Class A ( CVNA ) -20.4% 29.9% Allstate Corporation ( ALL ) -16.5% 19.2% Ares Management Corporation ( ARES ) -15.5% 24.0% Progressive Corporation ( PGR ) -14.3% 22.7% Public Storage ( PSA ) -13.7% 47.2% Uber Technologies, Inc. ( UBER ) -13.6% 22.5% QUALCOMM Incorporated ( QCOM ) -13.0% 47.0% Zoetis, Inc. Class A ( ZTS ) -12.8% 48.9% Kroger Co. ( KR ) -11.1% 41.5% CF Industries Holdings, Inc. ( CF ) -10.0% 18.0% Comcast Corporation Class A ( CMCSA ) -9.9% 10.7% CDW Corporation ( CDW ) -9.6% 41.2% eBay Inc. ( EBAY ) -9.0% 46.6% Deckers Outdoor Corporation ( DECK ) -8.9% 30.2% lululemon athletica inc. ( LULU ) -8.9% 23.9% Gilead Sciences, Inc. ( GILD ) -8.6% 33.5% Union Pacific Corporation ( UNP ) -8.1% 29.8% GE Vernova Inc. ( GEV ) -8.0% 33.3% Alphabet Inc. Class A ( GOOGL ) -7.9% 23.9% Electronic Arts Inc. ( EA ) -7.5% 24.9% APA Corporation ( APA ) -7.4% 13.2% EMCOR Group, Inc. ( EME ) -7.4% 27.2% Veralto Corporation ( VLTO ) -7.4% 24.1% Best Buy Co., Inc. ( BBY ) -7.0% 39.3% International Business Machines Corporation ( IBM ) -6.6% 27.1% Allegion Public Limited Company ( ALLE ) -6.6% 27.5% Alexandria Real Estate Equities ( ARE ) -6.5% 2.7% Incyte Corporation ( INCY ) -6.4% 20.9% Cincinnati Financial Corporation ( CINF ) -6.3% 8.8% Air...
Looking at the universe of Exchange Traded Funds (ETFs) we cover at ETF Channel , on 3/25/26, USCF Midstream Energy Income Fund (Symbol: UMI) will trade ex-dividend, for its monthly dividend of $0.1765, payable on 3/31/26. As a percentage of UMI's recent stock price of $57.94, this dividend works out to approximately 0.30%, so look for shares of the USCF Midstream Energy Income Fund to trade 0.30%...
Looking at the universe of Exchange Traded Funds (ETFs) we cover at ETF Channel , on 3/25/26, USCF Midstream Energy Income Fund (Symbol: UMI) will trade ex-dividend, for its monthly dividend of $0.1765, payable on 3/31/26. As a percentage of UMI's recent stock price of $57.94, this dividend works out to approximately 0.30%, so look for shares of the USCF Midstream Energy Income Fund to trade 0.30% lower — all else being equal — when UMI shares open for trading on 3/25/26. Looking at the history above can help in judging whether the most recent dividend from UMI is likely to continue at or around this level, and whether the current estimated yield of 3.66% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of UMI shares, versus its 200 day moving average: Looking at the chart above, UMI's low point in its 52 week range is $43.7989 per share, with $58.885 as the 52 week high point — that compares with a last trade of $57.62. In Monday trading, USCF Midstream Energy Income Fund shares are currently off about 1% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » 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.
Key Points Uber is expanding beyond ride-hailing into local commerce. The existing network gives Uber a powerful advantage. New monetization layers could boost profitability. 10 stocks we like better than Uber Technologies › Most investors still think of Uber Technologies (NYSE: UBER) as a ride-hailing company. Some may also know its food delivery business, Uber Eats. But that framing is starting ...
Key Points Uber is expanding beyond ride-hailing into local commerce. The existing network gives Uber a powerful advantage. New monetization layers could boost profitability. 10 stocks we like better than Uber Technologies › Most investors still think of Uber Technologies (NYSE: UBER) as a ride-hailing company. Some may also know its food delivery business, Uber Eats. But that framing is starting to look incomplete. Behind the scenes, Uber is steadily expanding into a much larger opportunity, one that goes far beyond transporting people and delivering meals. The company is positioning itself at the center of local commerce and logistics, a market measured in the trillions of dollars globally. 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 » From rides to a broader commerce platform Uber's core business still involves mobility. But over time, it has layered on additional services that extend far beyond transportation. Delivery is the clearest example. What started as restaurant delivery has expanded into: Grocery Retail Convenience items Other everyday goods On its latestearnings call management highlighted that grocery and retail alone represent a trillion-dollar opportunity, with significant room for expansion. This matters because it changes how investors should think about Uber. Instead of a ride-hailing company with a delivery side business, Uber increasingly looks like a platform that connects consumers with local goods and services on demand. Think local e-commerce. The same network, more use cases. What makes this strategy compelling is that Uber doesn't need to build an entirely new business from scratch. It already has a global user base, a network of drivers, merchant relationships, and routing and dispatch infrastructure. Each new category can be plugged into that existing system. That c...
While the broader airline sector is weathering a storm of escalating costs and geopolitical fragmentation, Delta Air Lines (DAL) has managed to maintain an altitude that defies the market's current gravitational pull. However, this divergence creates a precarious setup. Even net of Friday's declines, DAL is still trading above $63 per share. Notably, that's about where it was on December 1st of la...
While the broader airline sector is weathering a storm of escalating costs and geopolitical fragmentation, Delta Air Lines (DAL) has managed to maintain an altitude that defies the market's current gravitational pull. However, this divergence creates a precarious setup. Even net of Friday's declines, DAL is still trading above $63 per share. Notably, that's about where it was on December 1st of last year, when crude oil was well below $60/bbl. It has risen by nearly 70% since then. Peers like American Airlines (AAL) and Southwest (LUV) have seen their valuations compressed as the "Crack Spread Paradox" takes hold. This disconnect suggests that DAL is "priced for perfection" in an environment where the margin for error is rapidly evaporating. As crude has spiked since the war in the Middle East began, the real pain is felt by both businesses and consumers alike in the refined products or "at the pump." Jet fuel prices have surged even more. As an example, consider the spot price of jet fuel in Singapore, which has risen nearly 180% off the lows just three months ago to more than $5.27/gallon as I write this. Delta is often touted as the "smartest guy in the room" because it owns the Trainer Refinery in Pennsylvania, which it bought from Phillips 66 in 2012. While this asset provides a "natural hedge" by capturing refining margins that hurt other carriers, it is not a panacea. That an airline would go into the energy business at all demonstrates how important fuel costs are to airlines. The good news is that the refinery protects Delta against the spread between crude and jet fuel - the spread between refined products and the price of crude is known as the "crack spread", and that spread has been growing. The bad news is that it does not insulate them from the skyrocketing cost of the underlying crude itself. Delta management recently flagged a $400 million hit to fuel expenses for Q1 2026 alone. (source: Edward Bastian speaking at the JPMorgan Industrials conference ...
The US FDA has granted Priority Review to Ionis Pharmaceuticals' ( IONS ) NDA for zilganersen, an antisense oligonucleotide therapy for the rare neurological condition Alexander disease. The action date was set for Sept. 22. The designation was granted based on results from a pivotal study that found children and adults given zilganersen 50 mg saw significant stabilization in gait speed, the prima...
The US FDA has granted Priority Review to Ionis Pharmaceuticals' ( IONS ) NDA for zilganersen, an antisense oligonucleotide therapy for the rare neurological condition Alexander disease. The action date was set for Sept. 22. The designation was granted based on results from a pivotal study that found children and adults given zilganersen 50 mg saw significant stabilization in gait speed, the primary endpoint, based on the 10-Meter Walk Test (10MWT) compared to control at week 61. Alexander disease impacts 1 per 1 to 3 million people globally and is characterized by loss of functional mobility and independence, and the inability to control muscles for large movements, swallowing and airway protection. More on Ionis Pharmaceuticals Ionis Pharmaceuticals' Peak Olezarsen Revenues Are Likely Very Conservative Ionis Pharmaceuticals, Inc. (IONS) Presents at Stifel 2026 Virtual CNS Forum Transcript Ionis Pharmaceuticals, Inc. (IONS) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Most oversold healthcare stocks above $10B on Wall Street amid Middle East disruptions Ionis outlines >$2B peak sales target for olezarsen as new launches and pipeline catalysts drive 2026 outlook
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Flexcompute introduced its PhotonForge Connector for Cadence Virtuoso Studio, integrating GPU based photonic simulation directly into Cadence workflows. The release targets electronic photonic design automation for AI data center and advanced photonic applicat...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Flexcompute introduced its PhotonForge Connector for Cadence Virtuoso Studio, integrating GPU based photonic simulation directly into Cadence workflows. The release targets electronic photonic design automation for AI data center and advanced photonic applications using Cadence tools. The collaboration builds on Cadence’s existing efforts around agentic AI and system level simulation with NVIDIA technologies. For investors watching NasdaqGS:CDNS, this update sits at the intersection of chip design, photonics and AI centric compute. Cadence focuses on design automation software for semiconductors and complex systems, and photonic AI hardware is becoming more important as data center operators look for higher bandwidth and power efficient solutions. This connector gives Cadence another way to keep its tools embedded in next generation AI infrastructure design flows. As more compute moves toward optical and heterogeneous architectures, closer ties between layout tools and high fidelity multiphysics simulation could influence how sticky Cadence’s ecosystem is for advanced customers. Stay updated on the most important news stories for Cadence Design Systems by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Cadence Design Systems. NasdaqGS:CDNS Earnings & Revenue Growth as at Mar 2026 We've flagged 0 risks for Cadence Design Systems. See which could impact your investment. The PhotonForge Connector slots into Cadence’s broader push to tie its design platforms more tightly to GPU-accelerated simulation and AI-assisted workflows. For you as an investor, the key point is that this is not just another point integration. It links Virtuoso, one of Cadence’s core custom-design platforms, with high fidelity photonic simulation that targets AI data center and advanced optical inte...