As the Iran war fuels global fears of stagflation , a debate is intensifying over whether the crisis poses an immediate risk to China’s sources of external demand or a strategic opening for its exporters. Mirroring the supply chain upheavals of the pandemic era, the crisis has prompted new questions about whether China will be able to leverage its industrial base and supply-side resilience if a pr...
As the Iran war fuels global fears of stagflation , a debate is intensifying over whether the crisis poses an immediate risk to China’s sources of external demand or a strategic opening for its exporters. Mirroring the supply chain upheavals of the pandemic era, the crisis has prompted new questions about whether China will be able to leverage its industrial base and supply-side resilience if a prolonged conflict further fractures global supply chains. “China’s economy looks strong on the surface but is structurally fragile underneath,” cautioned Alicia Garcia-Herrero, chief economist for the Asia-Pacific region at Natixis. Advertisement “If the oil shock tips the global economy into a severe downturn, export orders collapse. Chinese factories slow. Jobs are lost … a global recession would hurt China as much as anyone, and possibly more in some areas.” At a media briefing last week, the International Monetary Fund said that every 10 per cent increase in oil prices – if sustained through the year – could trigger a 40-basis-point rise in global headline inflation and a 0.1 to 0.2 per cent contraction in global output. Advertisement Citing that estimate, Ding Shuang, chief economist for Greater China and North Asia at Standard Chartered, said a prolonged conflict would inevitably suppress demand for Chinese exports.
The international commerce unit of Alibaba Group Holding on Monday introduced an enterprise-focused artificial intelligence agent platform to automate complex cross-border e-commerce operations for small businesses worldwide, as companies rush to adopt AI agents to boost efficiency. The Accio Work agent platform unveiled by Alibaba International Digital Commerce Group (AIDC) was designed to give s...
The international commerce unit of Alibaba Group Holding on Monday introduced an enterprise-focused artificial intelligence agent platform to automate complex cross-border e-commerce operations for small businesses worldwide, as companies rush to adopt AI agents to boost efficiency. The Accio Work agent platform unveiled by Alibaba International Digital Commerce Group (AIDC) was designed to give small and medium-sized enterprises (SMEs) and solo founders access to an AI task force by deploying a “squad” of specialised AI agents, according to a company statement. Alibaba owns the South China Morning Post. Advertisement The agents work as “virtual employees” to tackle various tasks, including market analysis, design, sourcing and inventory monitoring, to support the operational needs of global SMEs. AIDC vice-president Zhang Kuo said the new offering aimed to “democratise enterprise-grade AI” by giving smaller firms access to capabilities typically available only to large corporations. Advertisement “Small businesses will find Accio Work especially useful,” Zhang said. The launch of Accio Work, which will be available online later this month, comes amid a global rush to adopt AI agents fuelled by growing enthusiasm for the open-source AI agent OpenClaw.
In this video, I will discuss the market situation, the new Super Micro Computer scandal, and why I believe Microsoft , Meta , Google , Amazon (NASDAQ: AMZN) , and companies like Nvidia are investors' best friends right now. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of March. 20, 2026. The video w...
In this video, I will discuss the market situation, the new Super Micro Computer scandal, and why I believe Microsoft , Meta , Google , Amazon (NASDAQ: AMZN) , and companies like Nvidia are investors' best friends right now. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of March. 20, 2026. The video was published on March. 20, 2026. Continue reading
Micron (MU) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this chipmaker have returned -1.2%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Computer - Integrated Systems industry, w...
Micron (MU) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this chipmaker have returned -1.2%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Computer - Integrated Systems industry, which Micron falls in, has lost 1.6%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings Estimates Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. For the current quarter, Micron is expected to post earnings of $11.93 per share, indicating a change of +524.6% from the year-ago quarter. The Zacks Consensus Estimate has changed +12.2% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $41.99 points to a change of +406.5% from the prior year. Over the last 30 days, this estimate has changed +21%. For the next fiscal ...
Micron (MU) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this chipmaker have returned -1.2%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Computer - Integrated Systems industry, w...
Micron (MU) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this chipmaker have returned -1.2%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Computer - Integrated Systems industry, which Micron falls in, has lost 1.6%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings Estimates Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. For the current quarter, Micron is expected to post earnings of $11.93 per share, indicating a change of +524.6% from the year-ago quarter. The Zacks Consensus Estimate has changed +12.2% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $41.99 points to a change of +406.5% from the prior year. Over the last 30 days, this estimate has changed +21%. For the next fiscal ...
Alibaba (BABA) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this online retailer have returned -20.8%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Internet - Commerce industry, which Alibaba falls in...
Alibaba (BABA) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this online retailer have returned -20.8%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Internet - Commerce industry, which Alibaba falls in, has lost 5.1%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate Revisions Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For the current quarter, Alibaba is expected to post earnings of $1.06 per share, indicating a change of -38.7% from the year-ago quarter. The Zacks Consensus Estimate has changed -11.3% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $5.72 points to a change of -36.5% from the prior year. Over the last 30 days, this estimate has changed -3.8%. For the next fiscal year, the consensus earnings estimate of $8.47 indicates a ...
JD.com, Inc. (JD) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this company have returned -0.5%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Internet - Commerce industry, which J...
JD.com, Inc. (JD) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this company have returned -0.5%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Internet - Commerce industry, which JD.com falls in, has lost 5.1%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings Estimates Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For the current quarter, JD.com is expected to post earnings of $0.34 per share, indicating a change of -70.7% from the year-ago quarter. The Zacks Consensus Estimate has changed +225% over the last 30 days. The consensus earnings estimate of $2.9 for the current fiscal year indicates a year-over-year change of +13.7%. This estimate has changed +1.3% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $3.29 indi...
Tesla (TSLA) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this electric car maker have returned -10.7%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Automotive - Domestic industry, which Tesla ...
Tesla (TSLA) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this electric car maker have returned -10.7%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Automotive - Domestic industry, which Tesla falls in, has lost 11%. The key question now is: What could be the stock's future direction? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Earnings Estimate Revisions Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Tesla is expected to post earnings of $0.39 per share for the current quarter, representing a year-over-year change of +44.4%. Over the last 30 days, the Zacks Consensus Estimate has changed +2.3%. The consensus earnings estimate of $2.08 for the current fiscal year indicates a year-over-year change of +25.3%. This estimate has changed -1.2% over the last 30 days. For the next fiscal year, the consensus earnings estima...
Tesla (TSLA) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this electric car maker have returned -10.7%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Automotive - Domestic industry, which Tesla ...
Tesla (TSLA) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this electric car maker have returned -10.7%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Automotive - Domestic industry, which Tesla falls in, has lost 11%. The key question now is: What could be the stock's future direction? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Earnings Estimate Revisions Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Tesla is expected to post earnings of $0.39 per share for the current quarter, representing a year-over-year change of +44.4%. Over the last 30 days, the Zacks Consensus Estimate has changed +2.3%. The consensus earnings estimate of $2.08 for the current fiscal year indicates a year-over-year change of +25.3%. This estimate has changed -1.2% over the last 30 days. For the next fiscal year, the consensus earnings estima...
Apple (AAPL) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this maker of iPhones, iPads and other products have returned -6.3%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Computer - Micro Comp...
Apple (AAPL) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this maker of iPhones, iPads and other products have returned -6.3%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Computer - Micro Computers industry, which Apple falls in, has lost 5.5%. The key question now is: What could be the stock's future direction? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Revisions to Earnings Estimates Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. For the current quarter, Apple is expected to post earnings of $1.88 per share, indicating a change of +13.9% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days. The consensus earnings estimate of $8.41 for the current fiscal year indicates a year-over-year change of +12.7%. This estimate has remained unchanged over the last 30 days. For th...
Apple (AAPL) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this maker of iPhones, iPads and other products have returned -6.3%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Computer - Micro Comp...
Apple (AAPL) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this maker of iPhones, iPads and other products have returned -6.3%, compared to the Zacks S&P 500 composite's -5.7% change. During this period, the Zacks Computer - Micro Computers industry, which Apple falls in, has lost 5.5%. The key question now is: What could be the stock's future direction? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Revisions to Earnings Estimates Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. For the current quarter, Apple is expected to post earnings of $1.88 per share, indicating a change of +13.9% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days. The consensus earnings estimate of $8.41 for the current fiscal year indicates a year-over-year change of +12.7%. This estimate has remained unchanged over the last 30 days. For th...
Welcome to Next Africa, a daily newsletter on where the continent stands now — and where it’s headed. Sign up here to have it delivered to your email. In today’s edition, we look at how the Iran war is boosting European demand for Algeria’s natural gas. And: The Trump administration revamps its main foreign-aid program Kenya Airways is adding flights as the war reroutes travelers Efforts to clean ...
Welcome to Next Africa, a daily newsletter on where the continent stands now — and where it’s headed. Sign up here to have it delivered to your email. In today’s edition, we look at how the Iran war is boosting European demand for Algeria’s natural gas. And: The Trump administration revamps its main foreign-aid program Kenya Airways is adding flights as the war reroutes travelers Efforts to clean up African soccer’s governing body suffer a setback Set for a Boom As war rages in the Middle East for a fourth week, a distant part of North Africa is shaping up as a crucial port of call for European officials seeking to allay an energy crisis at home. Algeria, holder of some of Africa’s largest oil and natural gas reserves, has been here before. In the wake of Russia’s 2022 invasion of Ukraine, everyone from Italy’s Giorgia Meloni to France’s Emmanuel Macron visited Algiers in search of alternative gas supplies. Some deals were signed and Algeria basked in a temporary windfall . Now the great European gas hunt is on again. The US-Israeli war with Iran has seen shipping through the Strait of Hormuz come to a de facto halt, cutting off a fifth of global liquefied natural gas flows and sending prices soaring. The world’s biggest LNG export plant in Qatar has been extensively damaged following Iranian strikes. Italy and Spain are now in talks with Algeria to boost shipments of LNG from a country that’s already one of the European Union’s largest suppliers. Other requests have come from as far afield as Vietnam — a stark sign of the global energy squeeze. Given that oil prices have also jumped, Africa’s largest country by area looks set for a boom. Algeria’s state energy firm is asking Italy to buy any extra fuel from the spot market, where prices are higher, sources say. That said, it’s unclear how much gas Algeria — which has strong domestic demand and export commitments — can actually spare. For the moment, though, Algiers is back in the spotlight and can negotiate any new...
RapidScale honored for early leadership in Broadcom's partner ecosystem and VMware Cloud Foundation adoption RALEIGH, N.C., March 23, 2026 /PRNewswire/ -- RapidScale, a Cox Business company and leading provider of enterprise managed and professional services for public, private, and hybrid cloud environments, today announced it has been awarded a 2025 VMware Cloud Foundation (VCF) as a Service Par...
RapidScale honored for early leadership in Broadcom's partner ecosystem and VMware Cloud Foundation adoption RALEIGH, N.C., March 23, 2026 /PRNewswire/ -- RapidScale, a Cox Business company and leading provider of enterprise managed and professional services for public, private, and hybrid cloud environments, today announced it has been awarded a 2025 VMware Cloud Foundation (VCF) as a Service Partner of the Year award in the Broadcom 2025 VMware Cloud Service Provider (VCSP) Partner Awards. RapidScale was selected based on its success in helping enterprise customers innovate by adopting VCF as their private cloud infrastructure. VMware Cloud Foundation as a Service Award "We're honored to be recognized as Service Partner of the Year for VMware Cloud Foundation as a Service, showcasing our longtime partnership and deep engineering experience with VMware and now Broadcom," said Duane Barnes, president of RapidScale. "In an era of uncertainty for many organizations, we're proud to instill confidence in the path forward for clients and partners alike. At RapidScale, we're laser-focused on scaling modern cloud environments to meet the individual needs and growth aspirations of each client, while prioritizing the end user experience. We look forward to evolving alongside leaders like Broadcom." The Broadcom 2025 VCSP Partner Awards recognize key VMware partners for their outstanding 2025 accomplishments and contributions to helping customers unlock the value of VCF to rapidly achieve their business objectives. The 2025 winners were selected based on their roles in driving growth, innovation, go-to-market execution excellence, investing in enablement and technical expertise, and working with the VMware User Group (VMUG) community. Each winner is recognized for their commitment to delivering superior customer outcomes. "We are proud to recognize our Broadcom 2025 VCSP Partner Award winners for their commitment to helping customers realize the full value of their services p...
kynny/iStock via Getty Images A lot has changed since I initiated my coverage of Axcelis Technologies, Inc. ( ACLS ) last July. For starters, the company exceeded my revenue estimate for FY 2025 due to a stronger contribution from its memory segment, which grew 189% YoY for the full year. The company is also on track to finalize a merger with Veeco Instruments Inc. ( VECO ) in the second half of t...
kynny/iStock via Getty Images A lot has changed since I initiated my coverage of Axcelis Technologies, Inc. ( ACLS ) last July. For starters, the company exceeded my revenue estimate for FY 2025 due to a stronger contribution from its memory segment, which grew 189% YoY for the full year. The company is also on track to finalize a merger with Veeco Instruments Inc. ( VECO ) in the second half of the year, a deal that brings two complementary WFE specialists under one umbrella. While Axcelis is guiding for flat revenues in FY 2026, I see the potential for slight YoY growth as its memory segment is emerging as a key growth driver over the coming years. The company’s potential in the memory market is further bolstered by penetrating a leading North American memory maker, a sign that it is now supplying the three major memory makers. In my opinion, this positions Axcelis favorably over the coming three years at least. This is due to the wave of DRAM and HBM capacity expansion projects, which could offer a revenue opportunity of nearly $625 million in system sales for Axcelis through 2028. Furthermore, Axcelis’ anticipated combination with Veeco could serve as a long-term growth driver, given that the merger could allow the NewCo to offer pre-optimized product packages for customers. This could be a significant moat for the NewCo as a yield stabilizer, especially with the yield challenges of HBM manufacturing. At the same time, the combined company could help de-risk the business model of both Axcelis and Veeco as standalone entities during down cycles through stronger aftermarket sales by leveraging both companies’ installed system bases at Tier 1 logic and memory customers. Given the product and cost synergies offered by the merger, I expect Axcelis to re-rate, since it will be the surviving entity of the merger, as it shifts from a WFE specialist to the 4th largest US-based semicap company. With that in mind, I’m estimating the NewCo to deliver pro forma revenues of $...
JHVEPhoto/iStock Editorial via Getty Images Is the game finally over soon for the memory stock evangelists, still hoping that this rocketship can somehow maintain its space-bound flight? Is MU a cyclical or secular play? If it's secular, why then is the market still pricing the stock of Micron Technology, Inc. ( MU ) like it's still in the dumps? A forward earnings multiple of 4.7x? And that's not...
JHVEPhoto/iStock Editorial via Getty Images Is the game finally over soon for the memory stock evangelists, still hoping that this rocketship can somehow maintain its space-bound flight? Is MU a cyclical or secular play? If it's secular, why then is the market still pricing the stock of Micron Technology, Inc. ( MU ) like it's still in the dumps? A forward earnings multiple of 4.7x? And that's not unique to MU. The current HBM leader, SK Hynix, is also priced like a value stock, with a forward P/E of 5.3x. And when we consider the semiconductor median of 25x, it's either crazily cheap, or the market is telling us that they fear that when the cycle turns, and I do believe it will turn, earnings growth could crater after such an unprecedented inflection, the so-called Nvidia moment ( NVDA ). How incredible is that moment? Why don't you take a look? MU estimates (TIKR) For Micron, it was really not too long ago that the memory leader reported negative earnings during CY2023. Back then, the stock was already recovering after bottoming in line with the rest of the market in late 2022. So investors were already picking up the pieces after seeing the stock collapsing from early 2022. Yet, who could have thought that in just over three years, Micron is now reporting record revenue , margins, and earnings at levels that are truly unprecedented in Micron's history, such that a hockey stick inflection on its forward earnings trajectory appears to be an understatement? To me it's simply one vertical line up, looking more like a rocketship that has launched straight into space, on the back of arguably the most supply-constrained environment in recent history, benefiting memory stocks across the market, as we deal with the AI boom. Micron's Q2 fiscal 2026 earnings release shows that the company is ready to bolster its optionalities to gain market share quickly. Capital expenditure is expected to hit $25 billion for FY2026, almost $9 billion above FY2025, an increase of almost 60%...
Check Point Software Technologies Inc As enterprises and neo-clouds invest billions in private AI infrastructure, Check Point delivers the industry's most comprehensive security architecture for AI data centers REDWOOD CITY, Calif., March 23, 2026 (GLOBE NEWSWIRE) -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today released the ...
Check Point Software Technologies Inc As enterprises and neo-clouds invest billions in private AI infrastructure, Check Point delivers the industry's most comprehensive security architecture for AI data centers REDWOOD CITY, Calif., March 23, 2026 (GLOBE NEWSWIRE) -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today released the AI Factory Security Architecture Blueprint — a comprehensive, vendor-tested reference architecture for securing private AI infrastructure from the hardware layer to the application layer. Leveraging Check Point's industry-leading firewall and AI security technologies, and building on NVIDIA BlueField data processing capabilities, the blueprint delivers security-by-design across every layer of the AI factory and data center. "AI infrastructure has become one of the most valuable and vulnerable assets in the enterprise,” said Nataly Kremer, Chief Product Officer at Check Point. “The AI Factory Security Blueprint is how we help organizations protect those investments — not as an afterthought, but from the ground up, through every layer of the stack." The AI data center has become the most strategically valuable, and most exposed, piece of enterprise infrastructure. Organizations building private AI environments to protect intellectual property, meet sovereignty requirements, or reduce public cloud costs are accumulating GPU clusters, training pipelines, inference workloads, and proprietary models that represent substantial investments. And they are doing so faster than security architecture has been able to keep pace. Unlike traditional data centers, AI computing environments combine high-performance GPU clusters, distributed training pipelines, large-scale data lakes, and real-time inference APIs — creating attack surfaces that conventional security tools were not designed to address. Threats range from training data poisoning and model theft to lateral movement between Kuber...
Alphabet Inc. ’s drone delivery company Wing will begin delivering parcels to homes in the San Francisco Bay Area this year, marking its latest expansion in a small but fast-growing market. Partnering with companies including Walmart Inc. and DoorDash Inc. , Wing already offers drone delivery in North Carolina, Virginia and Australia, but this is the first time that consumers in the company’s home...
Alphabet Inc. ’s drone delivery company Wing will begin delivering parcels to homes in the San Francisco Bay Area this year, marking its latest expansion in a small but fast-growing market. Partnering with companies including Walmart Inc. and DoorDash Inc. , Wing already offers drone delivery in North Carolina, Virginia and Australia, but this is the first time that consumers in the company’s home market will be able to try out the technology, the company said in a blog post Monday. Wing, which flies parcels attached to a white and yellow drone with many helicopter-like propellers, did not give a date for the launch or list specific cities. Wing’s efforts are part of a growing campaign by popular consumer apps such as Grubhub and Uber Technologies Inc to deliver packages via drone, betting that shoppers and retailers will embrace the technology in the race for ever-faster service. The Federal Aviation Administration tightly regulates airspace, and the companies’ efforts remain limited in scale. “Bringing drone delivery to the Bay Area is another step in Wing’s ambitious plan to turn drone delivery into a national logistics network,” the company said in the blog post. Wing emerged from Alphabet’s moonshot lab, X, which captured the public imagination with its pledge to take novel approaches to some of society’s biggest problems. As Alphabet sharpens its focus on artificial intelligence to keep pace with rivals, the company has trimmed X’s budget and pushed many of the ventures to spin out as independent companies in recent years.
New service pairs customers' Microsoft Sentinel and Splunk Enterprise Security SIEMs with Expel's MDR expertise to deliver the security outcomes their SIEM was built for [TL;DR / Key Takeaways] What: Expel launched Expel Managed SIEM , a transparent co-managed service that brings Expel's MDR detection engineering expertise directly into customers' SIEM environments. Impact: Takes the traditional S...
New service pairs customers' Microsoft Sentinel and Splunk Enterprise Security SIEMs with Expel's MDR expertise to deliver the security outcomes their SIEM was built for [TL;DR / Key Takeaways] What: Expel launched Expel Managed SIEM , a transparent co-managed service that brings Expel's MDR detection engineering expertise directly into customers' SIEM environments. Impact: Takes the traditional SIEM administration burden off security teams' plates, cuts the data they're overpaying to ingest, and gives them full visibility into every rule and tuning decision. Availability: Generally available now for Microsoft Sentinel and Splunk Enterprise Security as an add-on to Expel MDR. SAN FRANCISCO, March 23, 2026 /PRNewswire/ -- Expel , the human-led, AI-accelerated security provider, today launched Expel Managed SIEM —a co-managed service that puts Expel's expert detection engineers directly inside customers' Microsoft Sentinel and Splunk Enterprise Security environments. The service handles detection strategy, writes and tunes custom detection logic, optimizes data ingestion costs, and feeds security information and event management (SIEM) alerts directly into Expel's MDR response workflows. Following a successful beta program, the service is now generally available for Expel MDR customers. Expel Logo (PRNewsfoto/Expel) The SIEM isn't the problem. It's how it's being managed. Most organizations didn't invest in a SIEM to spend their time tuning noisy rules and watching management and storage expenses climb. But that's exactly where security teams end up—caught in a cycle of SIEM administration that consumes the people who should be focused on actual threats. Traditional MSSP and legacy providers profit from increased data volume—the more customers ingest, the more revenue the providers generate, regardless of whether the increased data volumes lead to better security outcomes. Expel Managed SIEM does not require customers to purchase their SIEM through Expel, and does not...
Seasoned enterprise sales executive with leadership at Prove Identity, Twilio, Oracle, and Gartner joins as enterprise demand for identity security accelerates SANTA CLARA, Calif., March 23, 2026 /PRNewswire/ -- Axiad, a leader in identity security and credential management, today announced the appointment of Jay Carpenter as Chief Revenue Officer. Carpenter brings more than fifteen years of enter...
Seasoned enterprise sales executive with leadership at Prove Identity, Twilio, Oracle, and Gartner joins as enterprise demand for identity security accelerates SANTA CLARA, Calif., March 23, 2026 /PRNewswire/ -- Axiad, a leader in identity security and credential management, today announced the appointment of Jay Carpenter as Chief Revenue Officer. Carpenter brings more than fifteen years of enterprise sales experience across cybersecurity, SaaS, and identity verticals. Axiad delivers organization-wide passwordless orchestration to secure people, machines, and interactions for enterprise and public sector organizations that must optimize their cybersecurity posture while navigating underlying IT complexity. (PRNewsfoto/Axiad IDS, Inc.) The hire signals Axiad's move to scale its go-to-market organization as enterprises confront rapidly expanding identity risk, from human users to machines, non-human identities, and emerging AI agents. At the center of Axiad's platform is Axiad Mesh, its Identity Visibility and Intelligence Platform (IVIP), which delivers unified identity risk visibility and quantified risk analysis across the enterprise. Mesh is complemented by Axiad Conductor for FedRAMP-authorized credential management and Axiad Confirm for automated identity verification. EXECUTIVE COMMENTARY "Identity has become the primary attack surface for every enterprise we work with. Jay brings deep experience in cybersecurity buying cycles, an established network across the Fortune 500, and a strong track record of scaling enterprise revenue teams. As we expand into new verticals and build on our 95 percent customer retention rate, his ability to translate complex security innovation into measurable business outcomes will be critical." David Canellos, CEO, Axiad "Enterprises are under intense pressure to reduce identity risk, meet federal mandates, and secure a rapidly expanding population of machine and non-human identities. Axiad Mesh gives security teams the visibility ...
Broadcom Inc. For the first time, advanced capabilities from Symantec and Carbon Black come together PALO ALTO, Calif., March 23, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced Symantec CBX (Carbon Black XDR), a cloud-based platform that combines the best Syma...
Broadcom Inc. For the first time, advanced capabilities from Symantec and Carbon Black come together PALO ALTO, Calif., March 23, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced Symantec CBX (Carbon Black XDR), a cloud-based platform that combines the best Symantec and Carbon Black technologies in one intuitive solution. CBX addresses the needs of the industry’s largest and historically underserved market: organizations that lack the resources and training for complex security implementations but face the same formidable attackers and threats. While today’s cyberattacks continue to escalate , organizations that used to fly under the radar of sophisticated attackers are facing more advanced persistent threats and nation-state level cyber adversaries. Out-of-reach defense capabilities, staffing shortages, and costly and complex point solutions leave these teams unable to outmaneuver increasingly sophisticated attacks. CBX addresses these problems by integrating the innovative and proven capabilities of Symantec and Carbon Black into a unified, cloud-based XDR solution. CBX combines Symantec’s robust prevention, Adaptive Protection, Data Security, Cloud SWG and Incident Prediction features with Carbon Black’s pioneering EDR technology for deep visibility, exceptional threat detection, and rapid response across attack surfaces. This integrated platform delivers advanced security across endpoints, networks, and data, all tailored for organizations who face enterprise-grade threats but aren’t equipped with enterprise-grade Security Operations Centers (SOCs). With its groundbreaking ability to correlate incident signals across endpoints, networks, and data, CBX puts industry-leading capabilities into the hands of the largest segment of the cybersecurity market: organizations whose security needs keep escalating in an AI-driven threat l...
When a stock has been soaring in value, it can be difficult to determine if it's still a good buy and has much more room to rise, or if it may be approaching a peak. This is especially true when investors are paying a premium for a business, as concerns may mount about its valuation. Eli Lilly (LLY 1.18%) is a great example of that, with the healthcare giant amassing returns of around 400% in the ...
When a stock has been soaring in value, it can be difficult to determine if it's still a good buy and has much more room to rise, or if it may be approaching a peak. This is especially true when investors are paying a premium for a business, as concerns may mount about its valuation. Eli Lilly (LLY 1.18%) is a great example of that, with the healthcare giant amassing returns of around 400% in the past five years; it now trades at approximately 40 times its trailing earnings, and its market cap is north of $800 billion. It has a fairly high valuation, but given its terrific growth opportunities, it may still be worth investing in. One way to gauge how much upside a stock may have left is by looking at analyst price targets. While they aren't perfect, they can give investors a good indication of whether the stock may still be worth investing in. Here's how bullish analysts are about Eli Lilly right now. Analysts project Eli Lilly's stock could reach $1,221 The consensus analyst price target for Eli Lilly stock today is slightly over $1,221, suggesting an upside of about 35% from its current price. And 25 of the last 30 ratings are buy ratings. There has generally been a fair bit of bullishness around the stock, with many analysts boosting their price targets this year due to Eli Lilly's strong growth. In February, the company reported strong fourth-quarter earnings (covering the last three months of 2025), with sales rising 43% to $19.3 billion and net income jumping 50% to $6.6 billion. The drugmaker has been generating strong numbers due to its highly popular GLP-1 drugs, Mounjaro and Zepbound. Expand NYSE : LLY Eli Lilly Today's Change ( -1.18 %) $ -10.80 Current Price $ 906.70 Key Data Points Market Cap $857B Day's Range $ 899.29 - $ 925.38 52wk Range $ 623.78 - $ 1133.95 Volume 35K Avg Vol 3M Gross Margin 83.04 % Dividend Yield 0.69 % Is Eli Lilly stock a no-brainer buy? Analysts see plenty of room for Eli Lilly stock to rise, but those projections are for the sh...