A record-breaking fourth quarter was the catalyst behind the surge in Andersen Group (ANDG +13.58%) stock on Wednesday. Investors were obviously impressed with the tax and financial advisory company's performance in that frame, as they bid its stock up by almost 14% across the Hump Day trading session. A veteran operator in a new corporate form For the quarter, Andersen grew revenue by almost 20% ...
A record-breaking fourth quarter was the catalyst behind the surge in Andersen Group (ANDG +13.58%) stock on Wednesday. Investors were obviously impressed with the tax and financial advisory company's performance in that frame, as they bid its stock up by almost 14% across the Hump Day trading session. A veteran operator in a new corporate form For the quarter, Andersen grew revenue by almost 20% year over year to slightly over $170 million. On the bottom line, equity restructuring costs arising from its transformation from a private partnership to a publicly traded company totaled more than $193 million. That drove it far into the red, with a headline net loss of over $193 million ($0.22 per share), from the year-ago deficit of under $10 million. On an operational basis, throughout 2025, Andersen said it provided services to more than 12,350 client groups in its home market in the U.S. That meant a growth rate of nearly 6% from the 2024 level. Of these, 687 contributed more than $250,000 in annual revenue, compared with 629 the year before. Andersen quoted CEO Mark Vorsatz as saying the fourth quarter "capped a record year for the firm, and underscores the strength of our global, multi-dimensional platform and the continued demand for high-value advisory services." Expand NYSE : ANDG Andersen Group Today's Change ( 13.58 %) $ 3.38 Current Price $ 28.27 Key Data Points Market Cap $315M Day's Range $ 25.12 - $ 30.19 52wk Range $ 16.00 - $ 30.19 Volume 1.4M Avg Vol 316K Gross Margin 26.73 % Double-digit growth to repeat? Vorsatz indicated that he and his team expect that momentum to continue. Sure enough, Andersen proffered guidance of $955 million to $970 million in revenue for the full year 2026, representing at least 14% growth over the previous year. The company did not provide a net income forecast. Andersen has a long, if somewhat tangled, history as a high-end advisor on tax and other financial matters. All things being equal, with a frothy economy, it should b...
If you need a cathartic release from the news that Amazon laid off 16,000 workers, Block chopped nearly half its workforce, Atlassian pared back 10% of staffers, and Meta is reportedly considering another massive round of layoffs, all in the name of AI, then we invite you to browse the responses to a recent Sam Altman post on X. Altman, the CEO of OpenAI, shared this on Tuesday: “I have so much gr...
If you need a cathartic release from the news that Amazon laid off 16,000 workers, Block chopped nearly half its workforce, Atlassian pared back 10% of staffers, and Meta is reportedly considering another massive round of layoffs, all in the name of AI, then we invite you to browse the responses to a recent Sam Altman post on X. Altman, the CEO of OpenAI, shared this on Tuesday: “I have so much gratitude to people who wrote extremely complex software character-by-character. It already feels difficult to remember how much effort it really took. Thank you for getting us to this point.” Altman shared on Tuesday. I have so much gratitude to people who wrote extremely complex software character-by-character. It already feels difficult to remember how much effort it really took. Thank you for getting us to this point. — Sam Altman (@sama) March 17, 2026 The problem with that sweet sentiment is that Altman’s company ushered in the AI now being used as an excuse for developer layoffs and fewer junior developer jobs. And it did so by training on massive volumes of code written the old-fashioned way — by the very people he’s now thanking. His post implies that developers’ genuinely difficult-to-master craft is now like a rotary telephone: outdated and unnecessary. Naturally, Altman’s comments attracted memes and responses richer than his post. While some were straight-up angry, (“You’re welcome. Nice to know that our reward is our jobs being taken away”), much of the internet did what it always does: cracked jokes. There are thousands of comments. Some of our favorites: Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your next round. Your next hire. Your next breakout opportunity. Find it at TechCrunch Disrupt 2026, where 10,000+ founders, investors, and tech leaders gather for three days of 250+ tactical sessions, powerful introductions, and market-defining innovation. Register now to save up to $400. Save up to $300 or 30% to TechCrunch Founder Summit 1,0...
Brazil’s cautious start to interest-rate cuts is expected to support local assets, underpinning the currency and easing pressure on short-term yields, money managers say. By opting for a smaller move — which was in line with toned down estimates from economists — policymakers should offer some relief for markets roiled by surging oil prices and geopolitical tensions. Policymakers led by Gabriel Ga...
Brazil’s cautious start to interest-rate cuts is expected to support local assets, underpinning the currency and easing pressure on short-term yields, money managers say. By opting for a smaller move — which was in line with toned down estimates from economists — policymakers should offer some relief for markets roiled by surging oil prices and geopolitical tensions. Policymakers led by Gabriel Galípolo delivered their first cut to the benchmark Selic rate since 2024, lowering it by a quarter point to 14.75%. The move came just hours after the Federal Reserve opted to keep rates unchanged, and cast doubt on easing ahead amid inflation concerns. Read more: Brazil Cuts Rates Modestly to 14.75% as War Blurs Outlook “The rate cut was important, even though it was smaller than initially expected,” said Daniela Da Costa-Bulthuis , a portfolio manager at Robeco Institutional Asset Management. “The statement also showed caution, but if external risks ease, there’s room for the market to recover.” Tensions around the war in Iran and the surge in oil prices have forced investors to rethink their outlook for global rates and growth. The shift is casting a cloud over emerging-market local bonds, one of Wall Street’s favored trades for 2026. The recent volatility has prompted Brazil’s Treasury step into markets with a multi-day, record buyback intervention. In currency markets, meanwhile, rising oil prices are helping carry trades — borrowing where interest rates are low and investing where they are high. Brazil’s still high rates after the modest rate cut delivered on Wednesday could help sustain gains for the real, keeping its carry appeal high, according to strategists. Read more: Commodity Currency Carry Trades See Best Returns in Years Here’s what else economists and money managers had to say about Brazil’s rate decision: Pedro Dreux , a money manager at Occam Brasil Gestao in Rio de Janeiro “The central bank made the appropriate decision given the high level of uncertainty...
Johnson Controls International’s board approved a regular quarterly dividend of US$0.40 per share, paid on April 10, 2026, extending a dividend record that dates back to 1887, while the company also reported quarterly EPS of US$0.89 and raised its full-year 2026 EPS guidance to US$4.70. The sale of its residential HVAC business to Bosch and an 11% year-over-year backlog increase highlight Johnson ...
Johnson Controls International’s board approved a regular quarterly dividend of US$0.40 per share, paid on April 10, 2026, extending a dividend record that dates back to 1887, while the company also reported quarterly EPS of US$0.89 and raised its full-year 2026 EPS guidance to US$4.70. The sale of its residential HVAC business to Bosch and an 11% year-over-year backlog increase highlight Johnson Controls’ pivot toward data center and service solutions, including new energy-efficient chiller platforms for AI infrastructure supported by collaboration with NVIDIA. Next, we’ll examine how Johnson Controls’ raised EPS guidance and data center focus interact with its existing investment narrative and expectations. Uncover the next big thing with 32 elite penny stocks that balance risk and reward. Johnson Controls International Investment Narrative Recap To be a Johnson Controls shareholder, you need to believe in its shift toward higher value building technologies, particularly data center and service solutions, while the core building products business continues to support that transition. The latest dividend affirmation and higher 2026 EPS guidance reinforce the near term earnings catalyst, but they do not remove key risks around execution in complex operations, integrating services, and defending share as new technology competitors push into data center cooling. The most relevant update is the raised full year 2026 EPS guidance to US$4.70, alongside US$0.89 in quarterly EPS. This guidance increase now sits against an 11% year over year backlog rise and the sale of the residential HVAC business, tying the earnings outlook more tightly to the success of data center focused chillers and service attachment. For investors, how quickly those newer, technology heavy offerings scale into recurring, higher margin revenue is now central to the near term story. But while guidance is up, investors should also be aware of the risk that... Read the full narrative on Johnson Control...
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: Total S&P 500 earnings in the first quarter of 2026 are currently expected to increase by +12.0% from the same period last year on +8.6% higher revenues. ...
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: Total S&P 500 earnings in the first quarter of 2026 are currently expected to increase by +12.0% from the same period last year on +8.6% higher revenues. This would follow the +14% increase in earnings on +9.1% higher revenues in the preceding period (2025 Q4). Estimates for 2026 Q1 and full-year 2026 remain positive, with the favorable revisions trend firmly in place even after the start of the Middle East conflict. Estimates for the Energy sector have moved higher since the start of March, but estimates have also increased for 8 other Zacks sectors, including Tech, Finance, Construction, Basic Materials, and Utilities. The Tech sector has been a critical growth pillar since 2023 Q3 and is expected to play that role in 2026 Q1 as well, with expected earnings growth of +24.6%. Excluding the Tech sector’s substantial contribution, Q1 earnings growth for the rest of the S&P 500 index would be +5.5% (vs. +12.0% otherwise). A Favorable Revisions Trend, Driven by the Tech Sector Elevated headline risks resulting from geopolitical turmoil have joined pre-existing worries about the future of software businesses and the seemingly ever-rising spending by the Mag 7 companies. Sentiment, as a result, has been downbeat on Mag 7 and software stocks, as the year-to-date performance chart of Mag 7 stocks, the Zacks Tech sector, the Zacks Finance sector, and the S&P 500 index shows. Image Source: Zacks Investment Research There is a fair amount of overlap between the Mag 7 stocks and the Tech sector, but the Zacks industry classification system places two of the Mag 7 stocks – Amazon AMZN and Tesla TSLA – outside the Tech sector, with Amazon in the Zacks Retail sector and Tesla in the Zacks Auto sector. The soft sentiment on the Mag 7 stock...
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: Total S&P 500 earnings in the first quarter of 2026 are currently expected to increase by +12.0% from the same period last year on +8.6% higher revenues. ...
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: Total S&P 500 earnings in the first quarter of 2026 are currently expected to increase by +12.0% from the same period last year on +8.6% higher revenues. This would follow the +14% increase in earnings on +9.1% higher revenues in the preceding period (2025 Q4). Estimates for 2026 Q1 and full-year 2026 remain positive, with the favorable revisions trend firmly in place even after the start of the Middle East conflict. Estimates for the Energy sector have moved higher since the start of March, but estimates have also increased for 8 other Zacks sectors, including Tech, Finance, Construction, Basic Materials, and Utilities. The Tech sector has been a critical growth pillar since 2023 Q3 and is expected to play that role in 2026 Q1 as well, with expected earnings growth of +24.6%. Excluding the Tech sector’s substantial contribution, Q1 earnings growth for the rest of the S&P 500 index would be +5.5% (vs. +12.0% otherwise). A Favorable Revisions Trend, Driven by the Tech Sector Elevated headline risks resulting from geopolitical turmoil have joined pre-existing worries about the future of software businesses and the seemingly ever-rising spending by the Mag 7 companies. Sentiment, as a result, has been downbeat on Mag 7 and software stocks, as the year-to-date performance chart of Mag 7 stocks, the Zacks Tech sector, the Zacks Finance sector, and the S&P 500 index shows. Zacks Investment Research Image Source: Zacks Investment Research There is a fair amount of overlap between the Mag 7 stocks and the Tech sector, but the Zacks industry classification system places two of the Mag 7 stocks – Amazon AMZN and Tesla TSLA – outside the Tech sector, with Amazon in the Zacks Retail sector and Tesla in the Zacks Auto sector. The soft se...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. UiPath (NYSE:PATH) has introduced a new security automation integration with Microsoft, connecting its enterprise automation platform with Microsoft’s security tools. The integration is designed to automate threat detection, enrichment, and response workflows for enterprises usin...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. UiPath (NYSE:PATH) has introduced a new security automation integration with Microsoft, connecting its enterprise automation platform with Microsoft’s security tools. The integration is designed to automate threat detection, enrichment, and response workflows for enterprises using Microsoft’s security ecosystem. The announcement reflects a product expansion for UiPath within security focused automation for large organizations. UiPath is rolling out this integration as its shares trade at $12.45, with a 10.0% return over the past 30 days and a 15.3% return over the past year. At the same time, the stock shows a value score of 4 and a return of 21.6% decline year to date, highlighting a mixed performance profile that some investors may weigh against this new product development. For investors tracking NYSE:PATH, this move into security workflows may be relevant if they are focused on how automation platforms fit into broader enterprise technology stacks. The collaboration with Microsoft could be especially important for readers interested in how UiPath positions itself with large customers that already rely heavily on Microsoft’s security products. Stay updated on the most important news stories for UiPath by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on UiPath. NYSE:PATH Earnings & Revenue Growth as at Mar 2026 We've flagged 1 risk for UiPath. See which could impact your investment. This new Microsoft integration pushes UiPath deeper into security operations, an area where large enterprises already spend heavily and often standardize on a few core vendors. By wiring its automation platform into Microsoft Defender for Cloud, Sentinel, and threat intelligence, UiPath is positioning itself as the orchestration layer that connects business workflows with security tooling. For investors, th...
Cloud computing specialist DigitalOcean (DOCN +6.44%) was, hardly for the first time in recent months, quite the outperformer on the stock market on Wednesday. Giving the stock propulsion was a price target increase from an analyst, which helped DigitalOcean shares gain more than 6% in share price that day. Advancing with AI The man behind the move was Param Singh of Oppenheimer. Before market ope...
Cloud computing specialist DigitalOcean (DOCN +6.44%) was, hardly for the first time in recent months, quite the outperformer on the stock market on Wednesday. Giving the stock propulsion was a price target increase from an analyst, which helped DigitalOcean shares gain more than 6% in share price that day. Advancing with AI The man behind the move was Param Singh of Oppenheimer. Before market open, he lifted his fair value assessment on DigitalOcean to $100 per share from his preceding $85. He also maintained his outperform (i.e., buy) recommendation on the specialty tech stock. Singh's adjustment was derived from a fresh discounted cash flow analysis conducted by the analyst, according to reports. This was inspired by what he considers to be the expanding addressable market for artificial intelligence (AI) inferencing, i.e., the point at which an AI model shifts from learning to practical use. The analyst also waxed bullish on the generally positive client response to DigitalOcean's offerings, which he considers are competitive in the market. In his view, the current consensus on the company's growth potential is more modest than it should be. Expand NYSE : DOCN DigitalOcean Today's Change ( 6.44 %) $ 5.00 Current Price $ 82.58 Key Data Points Market Cap $7.1B Day's Range $ 77.00 - $ 86.46 52wk Range $ 25.45 - $ 86.46 Volume 333K Avg Vol 3M Gross Margin 59.86 % Not the cheapest stock on the block DigitalOcean is expensive both on pure share price and on valuations. That said, it seems to have found its niche as a cloud computing specialist for AI developers, and its growth continues to be impressive. I'd file this stock under the "pricey but worth it" category.
Key Points He feels that his fellow pundits are underestimating the company's growth potential. In his view, DigitalOcean can particularly benefit from a wave of AI inferencing. 10 stocks we like better than DigitalOcean › Cloud computing specialist DigitalOcean (NYSE: DOCN) was, hardly for the first time in recent months, quite the outperformer on the stock market on Wednesday. Giving the stock p...
Key Points He feels that his fellow pundits are underestimating the company's growth potential. In his view, DigitalOcean can particularly benefit from a wave of AI inferencing. 10 stocks we like better than DigitalOcean › Cloud computing specialist DigitalOcean (NYSE: DOCN) was, hardly for the first time in recent months, quite the outperformer on the stock market on Wednesday. Giving the stock propulsion was a price target increase from an analyst, which helped DigitalOcean shares gain more than 6% in share price that day. Advancing with AI The man behind the move was Param Singh of Oppenheimer. Before market open, he lifted his fair value assessment on DigitalOcean to $100 per share from his preceding $85. He also maintained his outperform (i.e., buy) recommendation on the specialty tech stock. 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 » Singh's adjustment was derived from a fresh discounted cash flow analysis conducted by the analyst, according to reports. This was inspired by what he considers to be the expanding addressable market for artificial intelligence (AI) inferencing, i.e., the point at which an AI model shifts from learning to practical use. The analyst also waxed bullish on the generally positive client response to DigitalOcean's offerings, which he considers are competitive in the market. In his view, the current consensus on the company's growth potential is more modest than it should be. Not the cheapest stock on the block DigitalOcean is expensive both on pure share price and on valuations. That said, it seems to have found its niche as a cloud computing specialist for AI developers, and its growth continues to be impressive. I'd file this stock under the "pricey but worth it" category. Should you buy stock in DigitalOcean right now? Before you buy stock in DigitalOcean, co...
The Vanguard Real Estate ETF (VNQ 1.48%) and the State Street SPDR Dow Jones REIT ETF (RWR 1.38%) are both designed to give investors access to the U.S. real estate sector via publicly traded REITs. While their mandates are similar, this comparison highlights differences in expenses, size, diversification, and recent performance that may appeal to different types of real estate-focused investors. ...
The Vanguard Real Estate ETF (VNQ 1.48%) and the State Street SPDR Dow Jones REIT ETF (RWR 1.38%) are both designed to give investors access to the U.S. real estate sector via publicly traded REITs. While their mandates are similar, this comparison highlights differences in expenses, size, diversification, and recent performance that may appeal to different types of real estate-focused investors. Snapshot (cost & size) Metric VNQ RWR Issuer Vanguard SPDR Expense ratio 0.13% 0.25% 1-yr return (as of March 18, 2026) 5.80% 9.57% Dividend yield 3.63% 3.44% Beta (5Y monthly) 1.15 1.12 AUM $69.6 billion $1.8 billion VNQ is more affordable on fees, charging a lower expense ratio than RWR. It also delivers a slightly higher dividend yield, which may appeal to those focused on building long-term income. Performance & risk comparison Metric VNQ RWR Max drawdown (5 y) -34.50% -32.56% Growth of $1,000 over 5 years $992 $1,076 RWR has posted a stronger total return over five years while also experiencing a slightly milder maximum drawdown. Both ETFs show similar risk levels based on beta, suggesting comparable volatility profiles. What's inside RWR seeks to mirror the Dow Jones U.S. Select REIT Capped Index and currently holds 98 U.S.-listed REITs, with a portfolio dominated by Prologis, Welltower, and Equinix. The fund is heavily concentrated in real estate and does not employ leverage, currency hedging, or ESG screens. Launched nearly 25 years ago, it offers investors a strong track record in real estate. VNQ tracks a broader real estate index, spreading its assets across 146 holdings. It offers similar top exposures to Welltower, Prologis, and Equinix, but with smaller weightings. With nearly 22 years of history, it’s slightly younger than RWR but still supports broad diversification within the property sector. For more guidance on ETF investing, check out the full guide at this link. What this means for investors RWR and VNQ both cover the real estate sector, but they differ...
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: Total S&P 500 earnings in the first quarter of 2026 are currently expected to increase by +12.0% from the same period last year on +8.6% higher revenues. ...
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: Total S&P 500 earnings in the first quarter of 2026 are currently expected to increase by +12.0% from the same period last year on +8.6% higher revenues. This would follow the +14% increase in earnings on +9.1% higher revenues in the preceding period (2025 Q4). Estimates for 2026 Q1 and full-year 2026 remain positive, with the favorable revisions trend firmly in place even after the start of the Middle East conflict. Estimates for the Energy sector have moved higher since the start of March, but estimates have also increased for 8 other Zacks sectors, including Tech, Finance, Construction, Basic Materials, and Utilities. The Tech sector has been a critical growth pillar since 2023 Q3 and is expected to play that role in 2026 Q1 as well, with expected earnings growth of +24.6%. Excluding the Tech sector’s substantial contribution, Q1 earnings growth for the rest of the S&P 500 index would be +5.5% (vs. +12.0% otherwise). A Favorable Revisions Trend, Driven by the Tech Sector Elevated headline risks resulting from geopolitical turmoil have joined pre-existing worries about the future of software businesses and the seemingly ever-rising spending by the Mag 7 companies. Sentiment, as a result, has been downbeat on Mag 7 and software stocks, as the year-to-date performance chart of Mag 7 stocks, the Zacks Tech sector, the Zacks Finance sector, and the S&P 500 index shows. Image Source: Zacks Investment Research There is a fair amount of overlap between the Mag 7 stocks and the Tech sector, but the Zacks industry classification system places two of the Mag 7 stocks – Amazon AMZN and Tesla TSLA – outside the Tech sector, with Amazon in the Zacks Retail sector and Tesla in the Zacks Auto sector. The soft sentiment on the Mag 7 stock...
AI drives storage demand surge, Micron's revenue nearly triples last quarter, guidance for the current quarter significantly exceeds expectations, and capital expenditure for the fiscal year is expected to soar. 富途牛牛
AI drives storage demand surge, Micron's revenue nearly triples last quarter, guidance for the current quarter significantly exceeds expectations, and capital expenditure for the fiscal year is expected to soar. 富途牛牛