But the comparison to the Magnificent Seven obscures a critical distinction. Companies like Amazon (AMZN), Microsoft (MSFT), and Meta Platforms (META) have somewhat delicately managed their AI spending to protect margins and quarterly earnings trajectories. They are investing, but they are doing so in a way that keeps Wall Street a bit more comfortable, as capex is rising, but profitability is being maintained. In recent months, investors have broadly punished the companies pouring tens of billions into AI infrastructure. The Magnificent Seven stocks have faced headwinds from AI capex skepticism, and Oracle has been beaten down even worse. Perhaps the most staggering figure was remaining performance obligations (RPO), essentially contracted but not yet recognized revenue, exploded to $553 billion, up 325% from a year ago and $29 billion sequentially. This is a backlog that dwarfs the company’s $67 billion in expected FY2026 revenue by a factor of more than eight. Management also raised FY2027 revenue guidance to $90 billion, implying roughly 34% growth, pace that would have been unthinkable for Oracle even two years ago. Earlier this week, Oracle reported fiscal Q3 2026 results that were, by any measure, exceptional. Total revenue rose 22% year-over-year to $17.2 billion, with cloud revenue surging 44% to $8.9 billion. Cloud infrastructure revenue, the segment most directly tied to the AI buildout, grew 84% to $4.9 billion, accelerating from the 68% growth posted the prior quarter. Non-GAAP EPS came in at $1.79, up 21%, beating consensus estimates. Management noted this was the first quarter in over fifteen years where both organic total revenue and non-GAAP EPS each grew 20% or more. Was this just a flash in the pan, an aging tech giant’s last-ditch effort to ride the AI wave before it crested? Or is the market misunderstanding Oracle’s genuinely advantaged position in the most important infrastructure buildout of a generation? I believe it’s the latter. And if tha...

Oracle: The AI Darkhorse? TradingView

周五(3月13日)，美联储隔夜逆回购协议(RRP)使用规模为4.27亿美元(交易对手4家)，上个交易日报1.37亿美元。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

格隆汇3月14日｜巴西石油公司首席执行官：中东战争是柴油价格上涨的决定性因素。

Polymarket teams with Palantir, TWG AI to police sports prediction markets Yogonet

格隆汇3月14日｜以色列称在周五打击了150个伊朗目标。

The S&P 500 Index ($SPX) (SPY) today is down -0.18%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.10%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.30%. March E-mini S&P futures (ESH26) are down -0.19%, and March E-mini Nasdaq futures (NQH26) are down -0.32%. Stocks gave up an early advance today and are trading mixed after crude oil prices recovered from early losses, trading little changed, as the war in Iran shows no signs of abating. The Wall Street Journal reported today that the US is moving a Marine expeditionary unit to the Middle East as Iran steps up attacks on the Strait of Hormuz. Join 200K+ Subscribers: Stocks initially moved higher today when WTI crude oil gave up overnight gains and fell more than -2% after the US granted a temporary waiver allowing buyers to take Russian oil cargoes already at sea. The US Treasury granted a month-long waiver to import Russian oil loaded before Thursday, covering Russian crude oil and fuel on about 30 tankers carrying at least 19 million barrels. Crude was also briefly pressured after the Financial Times reported that France and Italy had opened talks with Iran to negotiate a deal to guarantee the safe passage of their ships through the Strait of Hormuz. Crude prices rallied in overnight trading after US officials said Iran has begun laying mines in the Strait of Hormuz, an effort that could further complicate US efforts to restart shipping in the waterway. Despite the US destroying most large ships in the Iranian navy used to lay mines, Iran began using smaller boats for the operation on Thursday, according to a US official briefed on the intelligence. Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March. The latest rhetoric from President Trump and Iranian leader Khamenei suggests there will be no immediate easing in the war that has disrupted energy shipments in the Middle East and spurr...

The U.S.-Israeli joint military campaign against Iran has put a spotlight on drone and missile technologies, leading analysts from Citigroup to reiterate their bullish views on companies involved in mission-critical defense systems. The bank's analysts examined evidence that suggests a recent slowdown in the frequency of Iranian missile and drone attacks since the start of the conflict, but the firm said the long-term investing case in defense plays remains intact. Analyst John Godyn said that the war has put investor attention on Citi's buy-rated defense names, including Karman Holdings , L3Harris Technologies and RTX . "Notably, news reports and data suggest that drone strike activity has stayed more elevated than missile launches for longer, but even drone strikes appear to be receding. Despite this recent slowdown, there is no question that the events refocused investors on missile defense, munition replenishment and counter-UAS (drones), which all tie to megatrends driving a number of our Buy rated stocks," Godyn wrote in a Wednesday report to clients. Karman Holdings is a defense contractor with plenty of momentum ahead, according to Citigroup. The company went public in February 2025, and offers a variety of products and services including aerodynamic interstage systems and propulsion and launch systems. Citigroup has a $125 price target on Karman, which suggests 28% potential upside. That's more bullish than the consensus $114 price target among analysts polled by LSEG. "The stock is High Risk based on Citi's quantitative model; however, in our view, the company has particularly robust EBITDA margins and visible growth. As such, a High Risk rating has not been applied," Godyn wrote about Karman. Shares of Karman are up 33% year to date, benefiting from increased demand and U.S. government awards. On Monday, Karman said it will open a new Utah factory for advanced manufacturing of high volume loitering missile and counter-UAS launch systems, and critical nozz...

Starting on April 10, Amazon Prime subscribers will pay $5 per month for ad-free Prime Video without ads, up from the current $3 per month on top of their Prime subscription, Amazon announced today. On that date, Amazon will introduce a new ad-free Prime Video subscription tier called “Prime Video Ultra.” Amazon will also increase the number of simultaneous streams supported by the tier from three to five and the number of downloads permitted from 25 to 100. Currently, Prime Video with ads is part of Amazon’s Prime membership, which starts at $15 a month. Today, ad-free Prime Video users can watch supported titles in 4K, but starting on April 10, a new Prime Video Ultra subscription will be required for 4K viewing. Read full article Comments

What happened According to a recent SEC filing dated February 17, 2026, Concorde Financial Corp disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold out its entire stake in Howard Hughes Holdings (HHH +2.25%), liquidating 52,047 shares in an estimated $4.28 million trade based on quarterly average pricing. What else to know Concorde Financial Corp sold out its entire Howard Hughes Holdings stake. As of February 16, 2026, shares of Howard Hughes Holdings were priced at $82.15, up 9.5% over the past year, underperforming the S&P 500 by 2.3 percentage points. The position was previously 2.4% of the fund’s assets under management as of the prior quarter. Top holdings after the filing: NYSE:JPM: $9.16 million (7.1% of AUM) NYSE:XOM: $8.03 million (6.2% of AUM) NASDAQ:EXE: $7.45 million (5.8% of AUM) NYSE:ET: $7.39 million (5.7% of AUM) NYSE:ABBV: $7.04 million (5.5% of AUM) Company overview Metric Value Price (as of market close February 13, 2026) $82.15 Revenue (TTM) $1.47 billion Net income (TTM) $123.9 million 1-year price change 8.6% Company snapshot Howard Hughes Holdings develops, owns, and manages a diversified portfolio of real estate assets, including retail, office, multifamily, and master planned communities; also operates landmark properties in New York City’s Seaport district. It generates revenue primarily through property leasing, land sales, and development fees, leveraging long-term community development and recurring rental income streams. Howard Hughes Holdings serves homebuilders, commercial tenants, and residential buyers in major U.S. growth markets such as Las Vegas, Houston, and Phoenix. What this transaction means for investors Howard Hughes Holdings is built around a long-cycle real estate development model. The company controls large land positions in fast-growing markets such as Las Vegas, Houston, and Phoenix, where population growth and housing demand can increase land values over time before much of that land is ...

格隆汇3月14日｜据Politico：特朗普政府正在扩大孤立古巴的举措，向其他国家提供“激励措施”，以驱逐古巴医生。

SpaceX 正商议将首次公开募股（IPO）相关工作分配给多家投行 2026-03-14 01:16:49 来源： 同花顺7x24快讯 分享 文章提及标的 高盛 -- 摩根士丹利 -- 据报道，SpaceX正商议将首次公开募股(IPO)相关工作分配给多家投行；考虑让摩根士丹利（MS）和高盛（GS）专注于向机构投资者分配股份。(财联社)

美国贸易代表贾米森·格里尔呼吁那些寻求退还关税的企业，将收到的任何退款退还给员工。 “如果我是这些公司，而且他们以某种方式获得了这笔意外之财，他们最重要、最明智的做法就是把这笔钱作为奖金发给员工，”格里尔周五在接受采访时表示。 他补充称：“总统征收这些关税的初衷，是推动制造业回流，纠正多年来因越南、欧盟等造成的巨大贸易失衡。如果企业获得这笔‘意外之财’，就应通过奖金或加薪的形式返还给员工，因为这正是该计划的目的。” 目前尚不清楚联邦政府是否有权强制采取此类行动。格里尔的评论凸显出在最高法院上月裁定特朗普全球关税违宪后，围绕进口商何时以及如何获得退款的问题，正酝酿着一场复杂博弈。 关税收入目前由美国财政部持有，已有超过1000家公司提起诉讼，要求追回已缴纳的款项。 格里尔表示，如果发生关税退款，支付利息将是“惯常做法”。 “任何时候政府需要退款或做类似的事情，总会伴随着某种利息，”他表示。 最高法院作出裁决后，由下级美国国际贸易法院来决定是否退款、如何退款以及退款对象。 责任编辑：陈钰嘉

格隆汇3月14日｜据美国有线电视新闻网引述伊朗学生通讯社报道称，伊朗当局宣布逮捕了一名37岁男子，原因是他在法尔斯省通过星链设备提供无限制的互联网接入。自战争开始以来，伊朗政府已在全国范围内关闭互联网，而据互联网监管机构NetBlocks称，伊朗正进入近乎全面网络中断的第三周。

Nvidia partners with Palantir on sovereign AI SDxCentral

Also in Weekend Reads: The technical case for the S&P 500 to fall 10%, private-credit fears, safe havens for investors, and advice from the Moneyist.

Key Points The global macroeconomic situation got more complicated as the U.S. and Israel continue their military campaign against Iran. So far, stocks haven't reacted much. But oil prices have surged. These 10 stocks could mint the next wave of millionaires › Thanks to tariffs, huge spending, and pressure on the Federal Reserve, the Trump administration has injected a great deal of uncertainty into global financial markets. But things went a step further on Feb. 28 when the U.S. and Israel began strikes on Iran. Let's explore what this could mean for stocks and the crude oil market. How does war affect stocks? There is some data on the stock market during wartime -- including this research from The Motley Fool -- but there isn't a clear relationship between military conflicts and stock market performance. While some economists credit World War II with helping end the Great Depression and setting the stage for an economic boom in the 1950s, investors shouldn't expect military conflicts to have such a big impact (either positive or negative) on modern economies because systems are much more complex now, and current wars are less widespread than World War II. 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 » Large-scale conflicts such as the Russian invasion of Ukraine that started in 2022 didn't lead to a sustained decline in global stocks. In fact, the STOXX Europe 600, an index that tracks a basket of eurozone equities, has risen by over 30% since the invasion. I expect a similar story to play out with the current Iran war, as the market focuses on things like consumer spending and capital spending related to generative artificial intelligence, which will have a more direct impact on corporate earnings over the next few years. Could things change? While the Iran war doesn't look like a huge downsid...

古巴政府证实在与美国官员进行磋商，古巴国家主席迪亚斯–卡内尔在周五上午的电视新闻发布会上表示，美国和古巴官员“最近”在他的全力支持下举行了会谈，并正在探索解决“我们双边分歧的潜在方案”。 但他补充说，现在披露细节为时过早，称任何协议“仍然遥远，但我们正处于这一进程的初始阶段”。 迪亚斯-卡内尔在早些时候发布的书面声明中表示，相关讨论“基于平等以及对两国政治制度的尊重”。 特朗普曾多次表示美国政府在与古巴对话，但这是古巴政府首次承认相关磋商的存在。 责任编辑：陈钰嘉

Just_Super/E+ via Getty Images SentinelOne, Inc. ( S ) reported its fourth-quarter and full-year fiscal 2026 results on Thursday, March 12, which highlighted that the cybersecurity platform achieved for the first time more than $1.0B in annual revenues. The company’s annual recurring revenue business is booming and exceeded more than $1.1B in annual recurring revenues in Q4 '26. Since adoption of AI applications in the cybersecurity market is growing rapidly, SentinelOne is eyeing a massive TAM expansion in the years ahead, which is set to lift shares up in the long term, in my opinion. Recent concerns about the impact of AI on software companies also seem to be exaggerated, making a contrarian entry into SentinelOne even more attractive. Data by YCharts Robust Q4 '26 performance SentinelOne on Thursday reported fourth-quarter earnings that beat consensus estimates on earnings. Specifically, the cybersecurity firm’s normalized earnings were reported at $0.07 per share, beating the estimate by $0.01 per share. Analysts projected a top line of $271.2M, which SentinelOne missed only marginally, by $91K. Seeking Alpha AI-driven cybersecurity platform: surging ARR and improving non-GAAP earnings SentinelOne is a cybersecurity company that is focused on the enterprise market and runs chiefly its autonomous, AI-native security ecosystem, which is called the "Singularity Platform." The key product offer here is the provision of behavioral threat detection utilizing the company's unified, "data-first" architecture. The company provides services across the entire cybersecurity spectrum, with core services including endpoint security, cloud security, identity security, and “Purple AI,” which is the SaaS platform's agentic AI service. SentinelOne SentinelOne's business is on fire, and the company achieved major top and margin milestones in FY 2026. The cybersecurity platform generated $271M in total revenues in the fourth quarter, showing 20% year-over-year growth. The company’...

当地时间13日，哥伦比亚国防部长佩德罗·桑切斯率政府代表团访问委内瑞拉。同行的还有哥伦比亚外交部长比利亚维森西奥。由于安全原因，原定当天举行的哥伦比亚总统佩特罗与委内瑞拉代总统罗德里格斯的会晤已被临时取消。12日，委内瑞拉代总统罗德里格斯通知哥伦比亚政府，她收到了一份安全报告，警告非法武装团体在与哥接壤的边境地区移动。出于不可控力，罗德里格斯决定取消出访哥伦比亚边境城市库库塔。两国随后在声明中表示，会晤仍将举行，日期待定。两国政府重申，愿“通过促进边境地区的发展与一体化，加强互信、合作及双边关系”。（央视新闻）

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Tencent Holdings has seen only a small adjustment to its fair value estimate, moving from about HK$757.25 to roughly HK$759.60. This modest change comes alongside more cautious analyst commentary that focuses on China's macro backdrop and questions about access to advanced AI hardware, even as opinions remain split between bullish and bearish takes. As you read on, you will see how these shifting views can help you track and interpret the evolving Tencent story. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Tencent Holdings. What Wall Street Has Been Saying 🐂 Bullish Takeaways Even with a downgrade, Erste Group still rates Tencent at Hold rather than Sell, which signals that the analyst does not see the current setup as fundamentally broken. The commentary around WeChat Pay and advertising points to ongoing activity across Tencent's core ecosystems. Some investors may read this as a base level of business resilience despite softer consumption in China. 🐻 Bearish Takeaways Erste Group, through analyst Hans Engel, cut Tencent from Buy to Hold. The analyst cited expectations for lower revenue growth this financial year compared with the previous year, which feeds into a more cautious stance on upside potential. The same research highlights that trade tensions between the U.S. and China could restrict Tencent's access to advanced AI chips from U.S. suppliers like Nvidia. The analyst notes that this could limit the company's AI ambitions if such restrictions occur. Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives! SEHK:700 1-Year Stock Price Chart See how Tencent Holdings' fair value stacks up across multiple valuation models — not just analyst targets. What's in the ...

Earnings Call Insights: Butler National Corporation (BUKS) Q3 2026 Management View Christopher Reedy, CEO, highlighted "record performance for Butler National. The surge in operating and net income of 129% and 98%, respectively, on a 27% increase in revenue demonstrates the efforts Butler team is expanding to drive results through product sales mix and efficiencies." Reedy attributed the growth primarily to the Aerospace Products segment, which saw a 50% revenue increase in the quarter, driven by significant contracts for modifying large airplanes and favorable sales mix of shipped kits. Reedy noted ongoing R&D for new products and that bookings and future business activity have "decreased slightly for the period," attributing the dip to timing of contract receipts while maintaining a positive outlook on ongoing demand. The Tempe Special Mission Electronics team maintained output despite a customer holiday closure and is focused on delivering new gun controls for the M134 Minigun. Professional Services segment remained essentially flat, with local economic factors continuing to impact legacy gaming results. However, sports wagering contributed positively. Adam Sefchick, CFO, stated, "Total revenue for the quarter was $26.9 million compared to $21.2 million same quarter last year, up 27%... net income for the quarter was $6.7 million, up from $3.4 million same quarter last year. Operating income for the quarter was $9.2 million, up from $4 million same quarter last year. Earnings per share for the quarter was $0.10, up from $0.05 prior quarter." Sefchick added, "Our backlog remains strong at $37 million... we did purchase 222,168 shares of our outstanding common stock during the third quarter." Outlook Management described the backlog as "a solid pipeline of contracted work, repeat customers and engineering programs" as of January 31, 2026. The company continues to focus on a balanced mix of development and repeatable product offerings to strengthen revenue predictab...

How Italy became the darlings (and contenders, too) of the World Baseball Classic toggle caption Alex Slitz/Getty Images When a Team Italy player hits a home run, he dons an Armani jacket and takes a shot of espresso (and don't forget the kiss on each cheek from the team captain). Forget the game ball given to the player who made the biggest difference; in this clubhouse, there's a game bottle of wine. And all of it is set to a soundtrack of Andrea Bocelli, the legendary Italian opera singer. This is Team Italy, the unlikely underdog of the World Baseball Classic, whose celebrations and gioia di vivere have charmed baseball fans far beyond the shores of the Mediterranean. And their unexpected success on the field — undefeated in pool play, including a stunning 8-6 win over Team USA on Tuesday — means they have as clear a path to a title as any of their competitors. Sponsor Message "There's another team in the world that can play baseball," said Italian manager Francisco Cervelli this week. "This tournament is so amazing because everybody expected only four teams to make it. But when you get this kind of surprise, the game grows globally." Now, the Azzurri — aka the Blues, so-called for the traditional Savoy blue of the Italian national team uniforms — are headed to the quarterfinals, where they could surpass their best-ever finish in the event's history with a win over Puerto Rico on Saturday. toggle caption Alex Slitz/Getty Images None of it is happening by chance, not the wins nor the social media love. Team Italy is wise to the platform of the World Baseball Classic, the biggest stage in international baseball. The team's performance is both an advertisement to the world for Italian baseball and an advertisement back home for the sport itself. "This time could be really the turning point of our sport in Italy," said Marco Mazzieri, the president of the Italian Baseball Federation, speaking to NPR. The espresso, the Armani jacket, the operatic victory themes — all...

The Bahrain and Saudi Arabia Grands Prix that were scheduled for next month are set to be cancelled as a result of the war in the Middle East. A formal decision to call off the races has not yet been made but is expected before the end of the weekend. Freight would need to start being shipped to the Middle East in the coming days. With no sign of the conflict between the US/Israel and Iran coming to a conclusion, holding the races would put personnel at too great a risk. Neither event will be replaced, with the season being cut to 22 grands prix and F1 taking a commercial hit of more than £100m, given Bahrain and Saudi Arabia pay two of the highest hosting fees. The race in Bahrain was scheduled to be on 12 April with Jeddah the following weekend. Consideration was given to holding events at Portimao in Portugal, Imola in Italy or Istanbul Park in Turkey. But it was accepted that the time to organise a race at any of those locations was too short, and there was little chance of securing a hosting fee. The decision will mean there is a five-week break after the Japanese Grand Prix on 29 March and Miami on 3 May.

adventtr Wheaton Precious Metals ( WPM ) CEO Randy Smallwood remains bullish on gold ( XAUUSD:CUR ) over the long term, even as shares of his company fell about 3% following the release of fourth-quarter earnings that beat expectations across the board. Despite recent dollar ( DXY ) strength driven by geopolitical tensions, Smallwood expressed confidence in gold’s ( XAUUSD:CUR ) resilience, noting the metal has stayed solidly above $5,000 an ounce. In an interview with CNBC, Smallwood acknowledged that the conflict in the Middle East has triggered a typical rush into U.S. dollars, similar to what occurred at the start of the Ukraine conflict. However, he expects this pattern to reverse. “I think over time, what we’ll see is, again, a shift away from U.S. dollars back towards gold over the next few weeks,” Smallwood said. The CEO, who described himself as “a bit of a gold bug,” said gold has exceeded even his expectations given the current strength of the U.S. dollar. “I think gold has actually shown strong resilience, you know, staying solidly over $5,000 an ounce,” he noted, adding that he would have a hard time seeing gold fall below that level. Central banks around the world continue to accumulate gold despite record-high prices, Smallwood observed, emphasizing that this demand shows no signs of slowing down. Smallwood pointed to what he called a “paradigm shift” in how gold ( XAUUSD:CUR ) and silver ( XAGUSD:CUR ) relate to global fiat currencies, with the US dollar’s ( DXY ) decades-long dominance in central bank reserves coming to an end. “Gold is now getting to be a larger portion than even the U.S. dollar in terms of central bank reserves,” he explained. Looking ahead, Smallwood sees significant room for continued growth, noting that gold currently makes up only about half of what has historically been the normal average for central bank reserves. “And that trend hasn’t changed. And so, we still see that feeding forward,” he said. Gold and Gold Miner ETFs: (...