Oracle (ORCL 3.75%) is delivering explosive growth in artificial intelligence (AI) infrastructure, with phenomenal demand for its data centers from hyperscalers and pure-play AI companies. But the market’s attention has shifted elsewhere -- to the remarkable rally in DigitalOcean (DOCN 3.16%), whose shares have surged 115% over the past year compared to Oracle stock's modest 4% gain. Oracle's infl...
Oracle (ORCL 3.75%) is delivering explosive growth in artificial intelligence (AI) infrastructure, with phenomenal demand for its data centers from hyperscalers and pure-play AI companies. But the market’s attention has shifted elsewhere -- to the remarkable rally in DigitalOcean (DOCN 3.16%), whose shares have surged 115% over the past year compared to Oracle stock's modest 4% gain. Oracle's influence in the cloud AI infrastructure market is evident from its latest quarterly results. The tech giant reported a whopping 325% year-over-year increase in remaining performance obligations (RPO) in the third quarter of fiscal 2026 (which ended on Feb. 28) to a massive $553 billion. That's well above the $67 billion revenue that Oracle anticipates in the current fiscal year, suggesting the company is poised to deliver years of outstanding growth. Yet, investors have gravitated toward DigitalOcean, a much smaller data center infrastructure provider. Let's look at the factors driving DigitalOcean's outstanding surge and check why it is built for more upside. DigitalOcean’s small-customer focus pays off Oracle's terrific revenue backlog has been driven by the large-scale contracts it has struck with companies such as OpenAI, Meta Platforms, Microsoft, and others. However, these sizable contracts have weighed on Oracle stock, especially on its relationship with OpenAI. Investors have been concerned about whether OpenAI can come up with the money needed to pay Oracle, especially as the latter has been taking on huge amounts of debt to fund its infrastructure expansion. DigitalOcean, on the other hand, has a different business model. Its on-demand cloud computing platform caters to developers, small and medium-sized businesses, and start-ups. Simply said, DigitalOcean is a non-hyperscaler cloud computing provider that reduces the complexity and additional costs involved with running workloads in a hyperscaler setting. Expand NYSE : DOCN DigitalOcean Today's Change ( -3.16 %) $ -...
Key Points While Oracle has built a massive backlog, its smaller rival has delivered bigger investor gains. This company trades at an attractive valuation despite strong growth expectations. These 10 stocks could mint the next wave of millionaires › Oracle (NYSE: ORCL) is delivering explosive growth in artificial intelligence (AI) infrastructure, with phenomenal demand for its data centers from hy...
Key Points While Oracle has built a massive backlog, its smaller rival has delivered bigger investor gains. This company trades at an attractive valuation despite strong growth expectations. These 10 stocks could mint the next wave of millionaires › Oracle (NYSE: ORCL) is delivering explosive growth in artificial intelligence (AI) infrastructure, with phenomenal demand for its data centers from hyperscalers and pure-play AI companies. But the market’s attention has shifted elsewhere -- to the remarkable rally in DigitalOcean (NYSE: DOCN), whose shares have surged 115% over the past year compared to Oracle stock's modest 4% gain. Oracle's influence in the cloud AI infrastructure market is evident from its latest quarterly results. The tech giant reported a whopping 325% year-over-year increase in remaining performance obligations (RPO) in the third quarter of fiscal 2026 (which ended on Feb. 28) to a massive $553 billion. That's well above the $67 billion revenue that Oracle anticipates in the current fiscal year, suggesting the company is poised to deliver years of outstanding growth. 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 » Yet, investors have gravitated toward DigitalOcean, a much smaller data center infrastructure provider. Let's look at the factors driving DigitalOcean's outstanding surge and check why it is built for more upside. DigitalOcean’s small-customer focus pays off Oracle's terrific revenue backlog has been driven by the large-scale contracts it has struck with companies such as OpenAI, Meta Platforms, Microsoft, and others. However, these sizable contracts have weighed on Oracle stock, especially on its relationship with OpenAI. Investors have been concerned about whether OpenAI can come up with the money needed to pay Oracle, especially as the latter has been taking on huge ...
Key Points Jeffrey D. Benjamin sold 27,618 direct shares for a transaction value of approximately $1.4 million, based on a weighted average price of around $50.47 per share. The sale represented 2.17% of Benjamin's direct holdings at the time of the transaction. 10 stocks we like better than Gold.com › Board Director Jeffrey D. Benjamin reported the sale of 27,618 shares of Gold.com (NYSE:GOLD) in...
Key Points Jeffrey D. Benjamin sold 27,618 direct shares for a transaction value of approximately $1.4 million, based on a weighted average price of around $50.47 per share. The sale represented 2.17% of Benjamin's direct holdings at the time of the transaction. 10 stocks we like better than Gold.com › Board Director Jeffrey D. Benjamin reported the sale of 27,618 shares of Gold.com (NYSE:GOLD) in multiple open-market transactions on March 6 and March 9, 2026, for a total consideration of approximately $1.4 million, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 27,618 Transaction value ~$1.4 million Post-transaction shares (direct) 502,506 Post-transaction shares (indirect) 740,240 Post-transaction value (direct ownership) ~$25.2 million Transaction value based on SEC Form 4 weighted average purchase price ($50.47); post-transaction value based on March 9, 2026 market close ($50.47). Key questions Was the transaction in line with Benjamin's historical selling activity? This sale was smaller than his median sell transaction of 40,604 shares over nine historical sell trades since February 2026. This sale was smaller than his median sell transaction of 40,604 shares over nine historical sell trades since February 2026. Did the sale involve any indirect entities or derivative securities? No indirect or derivative securities were transacted; all 27,618 shares sold were from Benjamin's direct holdings, while indirect holdings in two family trusts remain unchanged. Company overview Metric Value Revenue (TTM) $15.68 billion Net income (TTM) $12.48 million Dividend yield 1.89% 1-year price change 43.94% Company snapshot Gold.com is a global precious metals company that has three main business operations: wholesale precious metals, direct-to-consumer sales, and secured lending. It helps provide clients and customers access to various metals, including gold, silver, platinum, and palladium. What this transaction means for investors Bec...
Until recently, Wall Street's major stock indexes seemed untouchable. Within the last five months, we've witnessed the benchmark S&P 500 (^GSPC 1.51%) reach 7,000, the tech-stock-dependent Nasdaq Composite (^IXIC 2.01%) crest 24,000, and the ageless Dow Jones Industrial Average (^DJI 0.96%) touch 50,000. But the Iran war has changed things. It's introduced geopolitical uncertainty abroad and has d...
Until recently, Wall Street's major stock indexes seemed untouchable. Within the last five months, we've witnessed the benchmark S&P 500 (^GSPC 1.51%) reach 7,000, the tech-stock-dependent Nasdaq Composite (^IXIC 2.01%) crest 24,000, and the ageless Dow Jones Industrial Average (^DJI 0.96%) touch 50,000. But the Iran war has changed things. It's introduced geopolitical uncertainty abroad and has directly impacted the wallets of most Americans. While the most immediate impact of this conflict is being felt by consumers at the gas pump, there's a much bigger issue at hand that has the potential to devastate your wallet and/or investment portfolio. Prices at the pump are soaring On Feb. 28, Trump-led American forces and Israel began military operations against Iran. Shortly after these attacks began, Iran announced that it would virtually close the Strait of Hormuz to oil exports. According to the Energy Information Administration, 20 million barrels of liquid petroleum travel through the Strait of Hormuz daily, accounting for 20% of the world's petroleum needs. This virtual shutdown represents the largest energy supply chain disruption in history. The response in the spot price for West Texas Intermediate (WTI) crude oil has been swift. The April WTI futures contract has surged from a close of roughly $67 per barrel on Feb. 27 to $96 per barrel, as of this writing in the late evening of March 16. Mind you, this is quite the pullback from a peak intra-day high of $119.44 per barrel set one week prior. The price consumers pay at the pump for gasoline and diesel tends to rise like a rocket during oil price shock events and often falls like a feather (i.e., declines slowly) in the months that follow. One month ago, the average nationwide price for a gallon of regular gas was about $2.93, according to AAA. As of March 16, it had risen 27% to about $3.72 per gallon. The ascent has been even more parabolic for diesel, with the average per-gallon price soaring 37% to nearly $...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Michelle Brittain/iStock Editorial via Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Wall Street heads into th...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Michelle Brittain/iStock Editorial via Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Wall Street heads into the new week with investors closely tracking oil market volatility and Federal Reserve commentary. Energy markets are expected to remain a key driver, with crude prices ( CL1:COM ) ( CO1:COM ) sensitive to Middle East developments, shipping disruptions, and supply updates. At the same time, multiple Fed officials—including Vice Chair Michael Barr and San Francisco Fed President Mary Daly—are scheduled to speak. On the corporate front, earnings from GameStop ( GME ), PDD Holdings ( PDD ), Paychex ( PAYX ), Chewy ( CHWY ), and Carnival ( CCL ) will be in focus. Options activity points to elevated volatility around Coinbase ( COIN ) and lululemon ( LULU ), while high short interest in Sunrun ( RUN ) could drive outsized moves. Economic data will also draw attention. Flash PMI readings on Tuesday will provide an early look at global growth trends, followed by new home sales data and weekly jobless claims. Elsewhere, Nvidia’s ( NVDA ) AI-driven momentum will remain in the spotlight through industry events, while retail and tech executives gather at the Shoptalk conference. Earnings spotlight: Tuesday, March 24: GameStop. See the full earnings calendar . Earnings spotlight: Wednesday, March 25: PDD, Chewy, Beyond Meat ( BYND ). See the full earnings calendar . Earnings spotlight: Thursday, March 26: Pony AI ( PONY ). See the full earnings calendar . Earnings spotlight: Friday, March 27: BYD ( BYDDF ), Carnival Corp. See the full earnings calendar . Insider Watch Check out the week's top insider trades , highlighting significant purchases and sales by investors, directors, and execu...
Key Points Stepping back from the money-losing metaverse is a smart long-term move. There is an argument that the company should also focus on its core business and outsource much of its AI development. 10 stocks we like better than Meta Platforms › Meta Platforms (NASDAQ: META) recently announced that it will be sunsetting its virtual reality platform Horizon Worlds. The app will be removed from ...
Key Points Stepping back from the money-losing metaverse is a smart long-term move. There is an argument that the company should also focus on its core business and outsource much of its AI development. 10 stocks we like better than Meta Platforms › Meta Platforms (NASDAQ: META) recently announced that it will be sunsetting its virtual reality platform Horizon Worlds. The app will be removed from its Quest VR headsets on June 15, although it will still be available in some form on its mobile apps. The move signals that the company is finally pivoting away from its failed metaverse ambitions. Horizon Worlds was once one of the key parts of Meta's metaverse strategy. However, the concept never took off, and Meta's Reality Lab division has piled up nearly $80 billion in losses since 2020, including more than $6 billion last quarter. 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 » Given the money the company had poured into the project, it could have tried to keep it alive. However, sunk costs are not a good reason to throw good money after bad at the metaverse, and as such, I predict this will be good for the stock long term. Meanwhile, it should more immediately start to reduce its losses from the division, which would boost Meta's overall profits. Meta can use its newfound savings to continue to build out its AI infrastructure and pursue its AI ambitions. However, I think that it could be a good idea for the company to shift from this strategy, as well. It has been reported that its new Avocado AI model has been delayed due to its underperformance versus competing models. That comes despite the company pouring money into AI infrastructure and spending big on hiring top AI talent. Is it time to outsource? However, I'd question if Meta really needs to be spending as much on AI as it is. The company h...
A Louisiana man who resigned as a Roman Catholic deacon after a priest molested his son and then was excommunicated from the church entirely by his local bishop is asking global church leaders to inform him of the fate of his appeal against the prelate’s decision, something that was supposed to be resolved more than a year earlier. In a letter to the Vatican entity in charge of clerical discipline...
A Louisiana man who resigned as a Roman Catholic deacon after a priest molested his son and then was excommunicated from the church entirely by his local bishop is asking global church leaders to inform him of the fate of his appeal against the prelate’s decision, something that was supposed to be resolved more than a year earlier. In a letter to the Vatican entity in charge of clerical discipline, a canon – or church – law attorney representing Scott Peyton asserts that his case is “nuanced and requires careful consideration”. “To the extent that the delay reflects such diligence, he is grateful,” said the letter to the Dicastery for the Doctrine of the Faith (DDF), prepared by Dawn Eden Goldstein on 3 February and obtained recently by the Guardian. Nonetheless, the letter continued, Peyton “wishes that I convey to you that, from his perspective, the unduly long span of time with no communication from your office only compounds the injustices that he and his family have suffered from the church”. Word of Peyton’s plight earned international news headlines in March 2024, with many outlets characterizing his excommunication as a remarkably harsh consequence that his child’s molester does not appear to have ever faced because the church, in sum, does not consider the abuser’s offense on its own excommunicable. Peyton was ordained into Louisiana’s diocese of Lafayette – about 135 miles (217km) west of New Orleans – as a deacon in 2012. Deacons are largely similar to priests, though they can join the clergy despite being married. About six years after his ordination, a priest with whom Peyton ministered at St Peter’s church in Morrow, Louisiana, confessed to molesting the deacon’s teenage son, Oliver, and was arrested by authorities. Michael Guidry, now 83, later pleaded guilty to abusing Oliver Peyton, who was an altar server. He received a seven-year prison sentence after his church feted him with a farewell lunch for which the diocese was forced to apologize. In 2021...
Construction of the International Space Station (ISS) began in 1998, and 28 years later, it's starting to show its age. With persistent air leaks on the Russian side, it's slated to be pushed to a fiery death by a SpaceX spacecraft in 2031. The ISS might win a reprieve. A revised NASA authorization bill making its way through the U.S. Senate calls for keeping it around until 2032. Just in case ISS...
Construction of the International Space Station (ISS) began in 1998, and 28 years later, it's starting to show its age. With persistent air leaks on the Russian side, it's slated to be pushed to a fiery death by a SpaceX spacecraft in 2031. The ISS might win a reprieve. A revised NASA authorization bill making its way through the U.S. Senate calls for keeping it around until 2032. Just in case ISS doesn't last that long, though, the bill also instructs NASA to sign contracts with two or more companies working to build a replacement. Four separate teams of companies are competing to win NASA funding to help them build a replacement space station. These include: Orbital Reef, a joint venture led by Blue Origin and backed by Jeff Bezos and Amazon . . Starlab, a more-international rival venture led by Voyager Technologies , and with partners including Hilton Worldwide , Janus Henderson Group , Leidos , Northrop Grumman , and Palantir in the U.S., as well as international partners MDA Space , Airbus , and Mitsubishi . , and with partners including , , , , and in the U.S., as well as international partners , , and . Two solo ventures: Axiom Space and Vast, building the Axiom Station and Haven-1, respectively. Last month, I wrote about progress by these last two companies -- Axiom's $350 million funding round and its deal to send private astronauts to train on the ISS for a fifth time, and Vast's plan to send its first team of private astronauts to the ISS. And now, there's more news to report. Vast is spinning up Let's start with Vast. Perhaps encouraged by reports of Axiom's $250 million fundraising, it announced on March 5 that it has just raised $500 million. The first $300 million came from stock sales, with another $200 million raised through debt. Backers include some famous space names: Japan's Mitsui, Space Capital, and Nikon, as well as the Qatar Investment Authority. Company founder Jed McCaleb also added to his Vast investment. The company said in its press rel...
Key Points Private space-station builder Vast has raised $500 million in new funds. The Voyager-led Starlab group touts the abilities of its much larger planned Starlab space station. Meanwhile in Congress, plans are floated to keep the International Space Station around a bit longer. 10 stocks we like better than Voyager Technologies › Construction of the International Space Station (ISS) began i...
Key Points Private space-station builder Vast has raised $500 million in new funds. The Voyager-led Starlab group touts the abilities of its much larger planned Starlab space station. Meanwhile in Congress, plans are floated to keep the International Space Station around a bit longer. 10 stocks we like better than Voyager Technologies › Construction of the International Space Station (ISS) began in 1998, and 28 years later, it's starting to show its age. With persistent air leaks on the Russian side, it's slated to be pushed to a fiery death by a SpaceX spacecraft in 2031. The ISS might win a reprieve. A revised NASA authorization bill making its way through the U.S. Senate calls for keeping it around until 2032. Just in case ISS doesn't last that long, though, the bill also instructs NASA to sign contracts with two or more companies working to build a replacement. 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 » Four separate teams of companies are competing to win NASA funding to help them build a replacement space station. These include: Orbital Reef, a joint venture led by Blue Origin and backed by Jeff Bezos and Amazon . . Starlab, a more-international rival venture led by Voyager Technologies , and with partners including Hilton Worldwide , Janus Henderson Group , Leidos , Northrop Grumman , and Palantir in the U.S., as well as international partners MDA Space , Airbus , and Mitsubishi . , and with partners including , , , , and in the U.S., as well as international partners , , and . Two solo ventures: Axiom Space and Vast, building the Axiom Station and Haven-1, respectively. Last month, I wrote about progress by these last two companies -- Axiom's $350 million funding round and its deal to send private astronauts to train on the ISS for a fifth time, and Vast's plan to send its first team ...
Nordea Investment Management AB reduced its position in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 9.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,057,733 shares of the company's stock after selling 202,786 shares during the quarter. Nordea Investment Management AB owned approximately 0.09% of Palantir Technologie...
Nordea Investment Management AB reduced its position in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 9.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,057,733 shares of the company's stock after selling 202,786 shares during the quarter. Nordea Investment Management AB owned approximately 0.09% of Palantir Technologies worth $370,680,000 as of its most recent filing with the SEC. Several other large investors also recently modified their holdings of PLTR. Decker Retirement Planning Inc. lifted its stake in shares of Palantir Technologies by 778.7% in the 3rd quarter. Decker Retirement Planning Inc. now owns 61,326 shares of the company's stock valued at $11,187,000 after purchasing an additional 54,347 shares during the period. Prentice Wealth Management LLC acquired a new stake in Palantir Technologies during the third quarter worth approximately $550,000. Watershed Private Wealth LLC increased its holdings in Palantir Technologies by 75.3% in the third quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company's stock worth $1,423,000 after purchasing an additional 3,350 shares in the last quarter. GAM Holding AG lifted its stake in Palantir Technologies by 39.0% in the third quarter. GAM Holding AG now owns 13,788 shares of the company's stock valued at $2,515,000 after buying an additional 3,868 shares during the period. Finally, Pinkerton Wealth LLC acquired a new position in Palantir Technologies in the second quarter valued at approximately $3,394,000. 45.65% of the stock is currently owned by institutional investors and hedge funds. Get Palantir Technologies alerts: Sign Up Insider Activity In other news, insider Shyam Sankar sold 168,004 shares of Palantir Technologies stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $133.72, for a total transaction of $22,465,494.88. Following the completion of the transaction, the...
It's not uncommon to look with regret at stocks you didn't buy or that you sold too early. This is all part of the investing learning process, which is healthy. However, I think three stocks are trading at a discount right now that you'll regret not buying at today's prices. These three are artificial intelligence (AI) leaders, and each of them is down a fair bit from their all-time highs. The thr...
It's not uncommon to look with regret at stocks you didn't buy or that you sold too early. This is all part of the investing learning process, which is healthy. However, I think three stocks are trading at a discount right now that you'll regret not buying at today's prices. These three are artificial intelligence (AI) leaders, and each of them is down a fair bit from their all-time highs. The three stocks I'm eyeing are Microsoft (MSFT 1.84%), Nvidia (NVDA 3.17%), and Broadcom (AVGO 2.99%). These three are bound to be higher a year from now, and they look like screaming buys at today's prices. 1. Microsoft It's not often you can say that Microsoft's stock is historically cheap, but I think it is right now. Microsoft transformed itself as a business around a decade ago, shifting from a perpetual license model to a subscription one. Additionally, it became more focused on cloud computing. This marked the transition into a new company around a decade ago, so any metric that valued Microsoft then is irrelevant for the current state of the business. If we look at Microsoft's price-to-earnings ratio over the past decade, it has seldom been this cheap. While it still has a ways to go before it is truly the cheapest it has been over the past decade, we are quickly approaching that point. Surprisingly, there is really nothing wrong with Microsoft's stock, and this sell-off is unwarranted. It looks like a great deal right now, and investors will be kicking themselves later if they don't take action and buy now. 2. Nvidia Nvidia is in a similar boat, but I'm going to use a different valuation metric. Demand for Nvidia's graphics processing units (GPUs) is off the charts and has led to unreal growth. For this fiscal year, Wall Street expects Nvidia to deliver an incredible 70% revenue growth rate. However, according to the stock's valuation, this is the last year of rapid growth expected by the market. At 22 times forward earnings, Nvidia has nearly the same price tag as the S...
Key Points Microsoft's stock has rarely been this cheap over the past decade. The market expects only one year of growth from Nvidia. Broadcom has told investors about its newly emerging growth division. 10 stocks we like better than Microsoft › It's not uncommon to look with regret at stocks you didn't buy or that you sold too early. This is all part of the investing learning process, which is he...
Key Points Microsoft's stock has rarely been this cheap over the past decade. The market expects only one year of growth from Nvidia. Broadcom has told investors about its newly emerging growth division. 10 stocks we like better than Microsoft › It's not uncommon to look with regret at stocks you didn't buy or that you sold too early. This is all part of the investing learning process, which is healthy. However, I think three stocks are trading at a discount right now that you'll regret not buying at today's prices. These three are artificial intelligence (AI) leaders, and each of them is down a fair bit from their all-time highs. 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 » The three stocks I'm eyeing are Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), and Broadcom (NASDAQ: AVGO). These three are bound to be higher a year from now, and they look like screaming buys at today's prices. 1. Microsoft It's not often you can say that Microsoft's stock is historically cheap, but I think it is right now. Microsoft transformed itself as a business around a decade ago, shifting from a perpetual license model to a subscription one. Additionally, it became more focused on cloud computing. This marked the transition into a new company around a decade ago, so any metric that valued Microsoft then is irrelevant for the current state of the business. If we look at Microsoft's price-to-earnings ratio over the past decade, it has seldom been this cheap. While it still has a ways to go before it is truly the cheapest it has been over the past decade, we are quickly approaching that point. Surprisingly, there is really nothing wrong with Microsoft's stock, and this sell-off is unwarranted. It looks like a great deal right now, and investors will be kicking themselves later if they don't take action and buy now. ...
Investing.com -- People’s Bank of China Governor Pan Gongsheng has issued a firm defense of the nation’s ballooning trade surplus, characterized as a stabilizing force for global financial markets. Speaking at the China Development Forum in Beijing, Pan argued that China’s current account surplus is effectively redistributed across the globe through strategic foreign investment by Chinese enterpri...
Investing.com -- People’s Bank of China Governor Pan Gongsheng has issued a firm defense of the nation’s ballooning trade surplus, characterized as a stabilizing force for global financial markets. Speaking at the China Development Forum in Beijing, Pan argued that China’s current account surplus is effectively redistributed across the globe through strategic foreign investment by Chinese enterprises and financial institutions. The remarks come as Chinese exports surged by more than 20% in the first two months of 2026, a trend that has stoked anxieties among international trading partners regarding the impact of low-cost shipments on local industrial sectors. Trade imbalances and macroeconomic stability The scale of the imbalance has reached historic proportions, with the goods trade surplus hitting a record $1.2 trillion last year. Goldman Sachs Group Inc. (NYSE: GS) recently revised its 2026 current account surplus forecast to 4.3% of GDP, up from an earlier estimate of 4.1%, following preliminary data showing a record $242 billion surplus in the most recent quarter. Pan attributed these distortions in part to "non-economic factors," including U.S. tariff-induced front-loading and restrictive export controls that he claims have warped global business and household expectations. To mitigate rising global tensions, Premier Li Qiang pledged during the same forum to broaden market access for the services sector and increase imports of high-value goods, such as medical products. China maintains the world’s largest goods surplus, but Pan pointedly noted that the country also runs the largest services trade deficit, a factor that Beijing argues provides a necessary counterweight to its manufacturing dominance. Investor focus remains on whether the country’s concessions will be sufficient to prevent a new wave of protectionist measures from Western economies facing a flood of Chinese industrial output. Related articles Beijing vows broader market access as goods trade sur...
Board Director Jeffrey D. Benjamin reported the sale of 27,618 shares of Gold.com (GOLD 4.07%) in multiple open-market transactions on March 6 and March 9, 2026, for a total consideration of approximately $1.4 million, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 27,618 Transaction value ~$1.4 million Post-transaction shares (direct) 502,506 Post-transact...
Board Director Jeffrey D. Benjamin reported the sale of 27,618 shares of Gold.com (GOLD 4.07%) in multiple open-market transactions on March 6 and March 9, 2026, for a total consideration of approximately $1.4 million, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 27,618 Transaction value ~$1.4 million Post-transaction shares (direct) 502,506 Post-transaction shares (indirect) 740,240 Post-transaction value (direct ownership) ~$25.2 million Transaction value based on SEC Form 4 weighted average purchase price ($50.47); post-transaction value based on March 9, 2026 market close ($50.47). Key questions Was the transaction in line with Benjamin's historical selling activity? This sale was smaller than his median sell transaction of 40,604 shares over nine historical sell trades since February 2026. This sale was smaller than his median sell transaction of 40,604 shares over nine historical sell trades since February 2026. Did the sale involve any indirect entities or derivative securities? No indirect or derivative securities were transacted; all 27,618 shares sold were from Benjamin's direct holdings, while indirect holdings in two family trusts remain unchanged. Company overview Metric Value Revenue (TTM) $15.68 billion Net income (TTM) $12.48 million Dividend yield 1.89% 1-year price change 43.94% Expand NYSE : GOLD Gold.com Today's Change ( -4.07 %) $ -1.79 Current Price $ 42.18 Key Data Points Market Cap $1.1B Day's Range $ 41.63 - $ 44.25 52wk Range $ 19.39 - $ 66.70 Volume 37K Avg Vol 800K Gross Margin -6.91 % Dividend Yield 1.89 % Company snapshot Gold.com is a global precious metals company that has three main business operations: wholesale precious metals, direct-to-consumer sales, and secured lending. It helps provide clients and customers access to various metals, including gold, silver, platinum, and palladium. What this transaction means for investors Because Gold.com’s stock often moves relative to the price of g...