Zacks.com users have recently been watching Snowflake (SNOW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Zacks.com users have recently been watching Snowflake (SNOW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Clear Secure (YOU) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Clear Secure (YOU) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Applied Materials (AMAT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Applied Materials (AMAT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Brian Carbaugh spent years living and traveling abroad in a variety of alias personas as a CIA officer. Now he’s fronting investor meetings and raising capital as CEO of Andesite, a Virginia-based data analytics startup, one of several recently retired spies taking their field experience from the CIA to the C-suite. It’s a fortuitous time for these founders. President Donald Trump is trying to swe...
Brian Carbaugh spent years living and traveling abroad in a variety of alias personas as a CIA officer. Now he’s fronting investor meetings and raising capital as CEO of Andesite, a Virginia-based data analytics startup, one of several recently retired spies taking their field experience from the CIA to the C-suite. It’s a fortuitous time for these founders. President Donald Trump is trying to swell the national defense budget to a staggering $1.5 trillion next year, a roughly 50% spending hike that would be a boon for artificial intelligence and other emerging technologies. The war with Iran only strengthens their footing as the sophistication of Iran’s cyber and electronic warfare capabilities reinforces the need for quickly deploying new tech. Trump’s dissatisfaction with the cumbersome bureaucracies and slow delivery times at established defense companies opens the door to shift more of that funding to startups. And Carbaugh and other former spies, who used cutting-edge tech in the field, may be best positioned to capitalize on a market for security-focused tech firms that, according to Bloomberg Intelligence, is expected to reach $338 billion by 2033. This ex-spy cohort includes former CIA counterterrorism officer Aaron Brown, who founded Lumbra, an emerging technology firm focused on developing advanced artificial intelligence architecture, as well as Ryan Joyce, an Arabic-speaking former CIA operations officer who founded GenLogs Corp., which tracks trucks for supply chain security. They’ve all come to market in the past year or so. These officers-turned-founders are calculated risk takers and problem solvers, with “exquisite domain experience,” said Juliane Gallina, who until last December was the deputy director of the CIA’s digital innovation directorate. “They’re really well equipped to go into industry and really wrestle very challenging technology problems to the ground,” added Gallina, who is now with Lavrock Ventures, an Arlington-headquartered ventur...
Zacks.com users have recently been watching Palantir Technologies (PLTR) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Zacks.com users have recently been watching Palantir Technologies (PLTR) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
MOUNTAIN VIEW, Calif., March 13, 2026--Sharpa presents new research demonstrating significant improvements in simulation methods for robot training, in collaboration with NVIDIA.
MOUNTAIN VIEW, Calif., March 13, 2026--Sharpa presents new research demonstrating significant improvements in simulation methods for robot training, in collaboration with NVIDIA.
We Are/DigitalVision via Getty Images I previously covered Microsoft Corporation ( MSFT ) ( MSFT:CA ) in January 2026, discussing why the stock was an even better buy then, thanks to the cheaper valuations/double-digit upside potential arising from the prior correction. In this article, I shall discuss why I am upgrading the MSFT stock as a Strong Buy here, thanks to their robust Enterprise SaaS/c...
We Are/DigitalVision via Getty Images I previously covered Microsoft Corporation ( MSFT ) ( MSFT:CA ) in January 2026, discussing why the stock was an even better buy then, thanks to the cheaper valuations/double-digit upside potential arising from the prior correction. In this article, I shall discuss why I am upgrading the MSFT stock as a Strong Buy here, thanks to their robust Enterprise SaaS/cloud monetization cadence, their well-covered, multi-year data center spending plans, the cheaper valuations from the recent SaaSpocalypse fears, and the great insights from their established trading pattern since 2020. MSFT Proves SaaS/Cloud Spending Remains Resilient MSFT 1Y Stock Price ( TradingView ) Since my last Buy rating, MSFT has underperformed with a -14% correction against the wider market at -1%, with a similar development also observed in its SaaS peers in varying degrees. SaaSpocalypse Fears Overly Done Part of the headwinds may be attributed to the prior SaaSpocalypse fears, as Anthropic ( ANTHRO ) launches Claude Cowork - " autonomous AI agents that perform tasks without humans in the loop in particular," with it presenting the risks of AI potentially disrupting the enterprise SaaS' per-seat monetization prospects. At a time when AI is seen as a potential SaaS disruptor, it is unsurprising then that the market has decided to de-risk first while contributing to the iShares Expanded Tech-Software Sector ETF's ( IGV ) selloff by -35.3% between the 52-week highs and lows. I am of the opinion that MSFT's similarly steep meltdown by -30.7% between the 52-week highs and the February 2026 bottom has been overdone indeed, since their Enterprise SaaS monetization trends through the Productivity and Business Processes segment remain robust. The same has been observed in their growing Productivity and Business Processes revenues to $34.11B in FQ2'26 (+15.9% YoY), the expanding gross margins of 82% (+0.9 points YoY), and the notably richer operating margins of 60.3% (+3 ...
ATHENS, Greece, March 13, 2026 (GLOBE NEWSWIRE) -- Dynagas LNG Partners LP (NYSE: “DLNG”) (the “Partnership”), an owner of liquefied natural gas (“LNG”) carriers, today announced its results for the three and twelve months ended December 31, 2025.
ATHENS, Greece, March 13, 2026 (GLOBE NEWSWIRE) -- Dynagas LNG Partners LP (NYSE: “DLNG”) (the “Partnership”), an owner of liquefied natural gas (“LNG”) carriers, today announced its results for the three and twelve months ended December 31, 2025.
hudiemm/iStock via Getty Images After reaching its all-time high level at the beginning of November, Palantir Technologies Inc.'s ( PLTR ) stock has been steadily losing value as fears of the potential AI bubble collapsing started to gain traction. Despite the impressive earnings report, which was released at the beginning of February, Palantir’s shares nevertheless failed to gain traction. This i...
hudiemm/iStock via Getty Images After reaching its all-time high level at the beginning of November, Palantir Technologies Inc.'s ( PLTR ) stock has been steadily losing value as fears of the potential AI bubble collapsing started to gain traction. Despite the impressive earnings report, which was released at the beginning of February, Palantir’s shares nevertheless failed to gain traction. This is because the sentiment surrounding AI stocks is shifting, and now it becomes harder for the market to justify Palantir’s current excessive multiples . Although the stock recently gained momentum following the war with Iran, it still trades around the same levels that were reached in late November, when I last published an article on the company, in which I stated that I closed my remaining long position in Palantir. There’s a risk that if the tensions in the Middle East ease, Palantir’s stock will lose its momentum and once again start to show a relatively weak performance in the following months, despite the aggressive growth of the underlying business. Aggressive Growth Is Still There There’s no denying that Palantir released a superb Q4 earnings report at the beginning of February. During the quarter, the company’s revenues increased by an impressive 69.2% Y/Y to $1.4 billion and were above the expectations by $60 million. A decent portion of growth came from Palantir’s commercial business, which experienced a 137% Y/Y growth and helped the company reach $4.38 billion in U.S. commercial remaining deal value, up 145% Y/Y. Palantir has also increased its customer count by 34% Y/Y and managed to release new tools for its artificial intelligence platform called AIP, which became the company’s major driver of growth since its launch in the spring of 2023. Going forward, it’s safe to assume that Palantir’s commercial business will continue to thrive. In Q1, Palantir already signed various commercial deals with companies like Cognizant , Airbus , Rackspace , and GE Aerospace ....
We Are/DigitalVision via Getty Images I previously covered Microsoft Corporation ( MSFT ) ( MSFT:CA ) in January 2026, discussing why the stock was an even better buy then, thanks to the cheaper valuations/double-digit upside potential arising from the prior correction. In this article, I shall discuss why I am upgrading the MSFT stock as a Strong Buy here, thanks to their robust Enterprise SaaS/c...
We Are/DigitalVision via Getty Images I previously covered Microsoft Corporation ( MSFT ) ( MSFT:CA ) in January 2026, discussing why the stock was an even better buy then, thanks to the cheaper valuations/double-digit upside potential arising from the prior correction. In this article, I shall discuss why I am upgrading the MSFT stock as a Strong Buy here, thanks to their robust Enterprise SaaS/cloud monetization cadence, their well-covered, multi-year data center spending plans, the cheaper valuations from the recent SaaSpocalypse fears, and the great insights from their established trading pattern since 2020. MSFT Proves SaaS/Cloud Spending Remains Resilient MSFT 1Y Stock Price ( TradingView ) Since my last Buy rating, MSFT has underperformed with a -14% correction against the wider market at -1%, with a similar development also observed in its SaaS peers in varying degrees. SaaSpocalypse Fears Overly Done Part of the headwinds may be attributed to the prior SaaSpocalypse fears, as Anthropic ( ANTHRO ) launches Claude Cowork - " autonomous AI agents that perform tasks without humans in the loop in particular," with it presenting the risks of AI potentially disrupting the enterprise SaaS' per-seat monetization prospects. At a time when AI is seen as a potential SaaS disruptor, it is unsurprising then that the market has decided to de-risk first while contributing to the iShares Expanded Tech-Software Sector ETF's ( IGV ) selloff by -35.3% between the 52-week highs and lows. I am of the opinion that MSFT's similarly steep meltdown by -30.7% between the 52-week highs and the February 2026 bottom has been overdone indeed, since their Enterprise SaaS monetization trends through the Productivity and Business Processes segment remain robust. The same has been observed in their growing Productivity and Business Processes revenues to $34.11B in FQ2'26 (+15.9% YoY), the expanding gross margins of 82% (+0.9 points YoY), and the notably richer operating margins of 60.3% (+3 ...
hudiemm/iStock via Getty Images After reaching its all-time high level at the beginning of November, Palantir Technologies Inc.'s ( PLTR ) stock has been steadily losing value as fears of the potential AI bubble collapsing started to gain traction. Despite the impressive earnings report, which was released at the beginning of February, Palantir’s shares nevertheless failed to gain traction. This i...
hudiemm/iStock via Getty Images After reaching its all-time high level at the beginning of November, Palantir Technologies Inc.'s ( PLTR ) stock has been steadily losing value as fears of the potential AI bubble collapsing started to gain traction. Despite the impressive earnings report, which was released at the beginning of February, Palantir’s shares nevertheless failed to gain traction. This is because the sentiment surrounding AI stocks is shifting, and now it becomes harder for the market to justify Palantir’s current excessive multiples . Although the stock recently gained momentum following the war with Iran, it still trades around the same levels that were reached in late November, when I last published an article on the company, in which I stated that I closed my remaining long position in Palantir. There’s a risk that if the tensions in the Middle East ease, Palantir’s stock will lose its momentum and once again start to show a relatively weak performance in the following months, despite the aggressive growth of the underlying business. Aggressive Growth Is Still There There’s no denying that Palantir released a superb Q4 earnings report at the beginning of February. During the quarter, the company’s revenues increased by an impressive 69.2% Y/Y to $1.4 billion and were above the expectations by $60 million. A decent portion of growth came from Palantir’s commercial business, which experienced a 137% Y/Y growth and helped the company reach $4.38 billion in U.S. commercial remaining deal value, up 145% Y/Y. Palantir has also increased its customer count by 34% Y/Y and managed to release new tools for its artificial intelligence platform called AIP, which became the company’s major driver of growth since its launch in the spring of 2023. Going forward, it’s safe to assume that Palantir’s commercial business will continue to thrive. In Q1, Palantir already signed various commercial deals with companies like Cognizant , Airbus , Rackspace , and GE Aerospace ....
Getty Images Investment Rating - "Buy" Sandisk Corporation ( SNDK ) stock, like most other memory chip stocks over the past few weeks, has been consolidating as analysts and investors question the longevity of the current bullish industry cycle. In the past, the cyclicality of memory chips was much more predictable than it is now, because before GPT hit the market a few years ago, there was no suc...
Getty Images Investment Rating - "Buy" Sandisk Corporation ( SNDK ) stock, like most other memory chip stocks over the past few weeks, has been consolidating as analysts and investors question the longevity of the current bullish industry cycle. In the past, the cyclicality of memory chips was much more predictable than it is now, because before GPT hit the market a few years ago, there was no such driving force as AI-related memory demand. I've already explained my macro-micro view on this sector in my articles on Micron Technology ( MU )—although the expression "this time is different" might sound very dangerous at its core, I think it's applicable for memory chip manufacturers because we can't really measure the current addressable market size, as AI systems and their needs are evolving too rapidly. Memory has become a strategic asset vital for AI's cognitive functions, autonomous systems, and real-time contextual processing - the modern language models, agents, and any other AI systems can't function without sufficient memory resources. And given that the capabilities of those systems grow every single month, the needs are so high that they structurally change the previous cyclicality, making it last longer. My article on MU, February 2026 Sandisk in particular seems to stand out as a very cheap yet high-growth stock that can surprise skeptics to the upside as we roll into 2H 2026 and FY2027. I expect more positive earnings revisions that should ultimately help the SNDK stock reprice higher. The stock is already up by over 1,150% YoY, and I think it can reach $900-1,400 apiece within the next 12-18 months if execution and earnings-beat potential don't fail. I like the current consolidation phase as profit-takers are exiting, leaving their shares to those who believe in SNDK's leg higher, like myself. I rate the stock a "Buy" at today's price levels. No Peak In Sight I assume it's easy to look at SNDK's momentum grades and the price chart, expecting an eventual c...
Nigel Harris /iStock via Getty Images By James Smith , Developed Markets Economist, UK The Bank of England will be sensitive to the energy price spike Out of all the central banks, it’s tempting to say that the Bank of England is going to be among the most sensitive to the rise in energy prices. That’s certainly the way markets see it. The repricing to short-term interest rate expectations has bee...
Nigel Harris /iStock via Getty Images By James Smith , Developed Markets Economist, UK The Bank of England will be sensitive to the energy price spike Out of all the central banks, it’s tempting to say that the Bank of England is going to be among the most sensitive to the rise in energy prices. That’s certainly the way markets see it. The repricing to short-term interest rate expectations has been more dramatic for the UK than the eurozone or especially the US. Investors have swung from pricing 50bp of easing in 2026 on the eve of the Iran conflict to 20bp of rate hikes now. The memories of the 2022 inflation spike are evidently still fresh. As things stand, if the current price levels endure, we think we'd see inflation spike to around 3.5% by late summer. And that’s before we consider the knock-on effects beyond petrol/diesel and household energy bills. Yet, we think the bar for the Bank to actually hike rates is high. The economic backdrop is very different to 2022. The jobs market is considerably weaker. Vacancy rates are well below pre-Covid levels, and the drop has been more acute than in other developed economies. Wage growth is falling, not rising as it was four years ago. Back in 2022, the UK economy was also still riding the tailwind of Covid-era fiscal stimulus. It was aided by significant government support, chiefly the £2500 household energy cap, which, together with other measures, amounted to 2% of GDP in FY2022. This time, fiscal policy is a headwind; the deficit is falling this year, driven by the freeze in tax brackets. Meanwhile, the government’s ability to respond as it did in 2022 is heavily diminished. 10-year bond yields are more than 3 percentage points higher than they were at the time of the Ukraine invasion. And the same is true more or less everywhere; the UK economy isn’t going to ride on the coattails of fiscal stimulus elsewhere, as it was able to four years ago. 2025 is a better playbook than 2022 The problem in 2022 was that the spi...
It’s a TriFold, alright. But I don’t trust it. I had to buy Samsung's Galaxy Z TriFold from eBay for $4,399 and I'm pretty sure that's because Samsung doesn't want anyone to actually have this phone. I'm also afraid to turn it on. Not that turning it on does much good. Whenever I tap "start" to set it up, a prompt to supply a "USIM" pops up and refuses to let me progress without one. I do not trus...
It’s a TriFold, alright. But I don’t trust it. I had to buy Samsung's Galaxy Z TriFold from eBay for $4,399 and I'm pretty sure that's because Samsung doesn't want anyone to actually have this phone. I'm also afraid to turn it on. Not that turning it on does much good. Whenever I tap "start" to set it up, a prompt to supply a "USIM" pops up and refuses to let me progress without one. I do not trust this phone enough to put a SIM card in it. The phone continues to want a SIM. We are at an impasse. In theory, Samsung's ambitious TriFold has been on sale in the US since January 30th (retail price: $2,899), but it has been damn near impossible to get one. For any other phone launch we wou … Read the full story at The Verge.
Americans will legally wager $3.3 billion on the NCAA men’s and women’s basketball tournaments this year, the American Gaming Association said. Betting on the tournament is expected to show an increase of 54% over the past three years, the trade group for casinos and sportsbooks said Friday, reflecting the growing number of states that have legalized such wagers. The tally doesn’t include casual w...
Americans will legally wager $3.3 billion on the NCAA men’s and women’s basketball tournaments this year, the American Gaming Association said. Betting on the tournament is expected to show an increase of 54% over the past three years, the trade group for casinos and sportsbooks said Friday, reflecting the growing number of states that have legalized such wagers. The tally doesn’t include casual wagers on office bracket pools and bets placed on prediction markets such as Kalshi Inc. and Polymarket. Results can be hard to forecast. Last year the association predicted that $3.1 billion would bet, but after the tournament, the group estimated the actual amount bet was $2.7 billion, after wagering turned out lower than expected. Sports wagers have grown rapidly on prediction markets since early 2025, when Kalshi and other exchanges began offering event contracts tied to games. Their sudden rise has sparked a legal fight between federally regulated exchanges and state regulators, who argue the exchanges are operating unlicensed sportsbooks. While traditional sportsbooks take the opposite side of customers’ wagers, prediction markets allow customers to trade yes-or-no contracts on the outcomes of games with each other. Advertising by betting houses has declined as many of the companies throttle back early promotional efforts to increase profitability. Advertising peaked in 2021 at almost $900 million and will come in under $700 million this year, the group said. Prediction market companies have increased their ad spending, according to the gaming association, which argues those businesses should be subject to state-by-state gambling regulations. They now account for 43% of the amount spent on sports-betting ads. Traders on Kalshi swapped $2.27 billion worth of contracts tied to men’s college basketball in February, making it the leading sports category on the site. Trading volume on prediction markets isn’t directly comparable to betting volume on sportsbooks because pred...
Available for over a year President Trump has renewed his threat of a “friendly takeover” of Cuba, saying the island is in deep trouble and that the Cuban government is desperate to make a deal. In this episode, Justin and Anthony look at how seriously we should we be taking these threats, and look into the talks taking place between the US and Cuba. Pressure on Cuba has been building since the ca...
Available for over a year President Trump has renewed his threat of a “friendly takeover” of Cuba, saying the island is in deep trouble and that the Cuban government is desperate to make a deal. In this episode, Justin and Anthony look at how seriously we should we be taking these threats, and look into the talks taking place between the US and Cuba. Pressure on Cuba has been building since the capture of Venezuela’s Nicolás Maduro earlier this year, a long-time ally of Cuba’s government. The Trump administration has effectively cut off oil supplies into Cuba by stopping shipments of Venezuelan oil, and threatening to impose tariffs on any country which supplies the island with oil. With the prospect of a worsening humanitarian crisis, as Cuba deals with mass blackouts - its electricity grid is powered by oil - affecting all areas of Cuba’s economy and society including schools, hospitals, agriculture and tourism, will the country make a deal with the US? Who is involved in the talks, and how does Trump’s approach differ from other US presidents? We speak to Peter Kornbluh, co-author of Back Channel to Cuba: The Hidden History of Negotiations between Washington and Havana, who is also a senior analyst at the National Security Archive about the talks between the US and Cuba. HOSTS: • Justin Webb, Radio 4 presenter • Anthony Zurcher, North America Correspondent GET IN TOUCH: • Join our online community: https://discord.gg/qSrxqNcmRB • Send us a message or voice note via WhatsApp to +44 330 123 9480 • Email Americast@bbc.co.uk • Or use #Americast This episode was made by Purvee Pattni, Mhairi MacKenzie, Grace Reeve and Rufus Gray. The technical producer was Rohan Madison. The series producer is Purvee Pattni. The senior news editor is Sam Bonham. If you want to be notified every time we publish a new episode, please subscribe to us on BBC Sounds by hitting the subscribe button on the app. You can now listen to Americast on a smart speaker. If you want to listen, just s...