CrowdStrike’s AI momentum and flexible subscription model look appealing to Wall Street analysts.

What happened According to a Securities and Exchange Commission (SEC) filing dated Feb. 17, 2026, Serenity Capital Management Pte. Ltd. initiated a new position in Mattel (MAT +0.68%), acquiring 2,385,643 shares. The estimated transaction value was $47.33 million based on the average closing price during the quarter. The quarter-end value of the position also stood at $47.33 million after accounting for market price shifts. What else to know This was a new position for the fund, with Mattel representing 12.56% of Serenity’s reportable U.S. equity assets under management after the trade. Top holdings after the filing: ZTO Express : $105.64 million (28.0% of AUM) H World Group : $59.96 million (15.9% of AUM) TAL Education Group : $51.61 million (13.7% of AUM) Mattel: $47.33 million (12.6% of AUM) MINISO Group : $37.96 million (10.1% of AUM) As of March 12, 2026, Mattel shares were trading at $16.13, down 21.9% over the past year and underperforming the S&P 500 by 43 percentage points. Company overview Metric Value Revenue (TTM) $5.35 billion Net income (TTM) $397.60 million Market capitalization $4.87 billion Price (as of market close March 12, 2026) $16.13 Company snapshot Mattel produces and markets toys, games, dolls, vehicles, and licensed consumer products under leading brands such as Barbie, Hot Wheels, Fisher-Price, and American Girl. The company generates revenue primarily through global wholesale distribution to retailers, direct-to-consumer sales via catalog and e-commerce, and licensing partnerships with major entertainment companies. Mattel targets children, families, and collectors worldwide, serving both mass market and specialty retail channels. Mattel is a global leader in the toy and children's entertainment industry, with a diversified portfolio of iconic brands and strategic licensing agreements. The company leverages its strong brand recognition and multi-channel distribution to maintain a competitive position in the leisure and consumer cyclical s...

Alphabet (NASDAQ:GOOG) Trading Down 1.7% - Here's Why MarketBeat

Good morning . Iran says the Strait of Hormuz should remain closed. China’s OpenClaw frenzy puts Xi’s AI policy to the test. And Netflix confirms a sequel to its smash hit. Listen to the day’s top stories . Brent Futures 101.43 +10.27% WTI Futures 95.73 +9.72% S&P 500 6,672.62 -1.52% The US and Iran struck defiant tones as the war waged on, offering little relief to energy markets. Donald Trump said preventing the Islamic Republic from having nuclear weapons is “ of far greater interest and importance to me ” than the cost of crude oil, while Mojtaba Khamenei said Tehran would seek to ensure the Strait of Hormuz remains effectively closed. The supreme leader also warned his country will open other fronts in the war if the conflict persists. Brent settled above $100 a barrel for the first time since August 2022 on signs of worsening shipping turmoil. ‘God, It’s Terrifying’: How the Pentagon Got Hooked on AI War Machines An excerpt from the coming book Project Maven shows how the US enlisted Silicon Valley in its vision for AI warfare, now playing out in Iran. Read the Story The renewed spike in crude stoked fears the conflict in the Mideast will further crimp energy supplies and fuel inflation, spurring a slide in stocks , which were also hit by signs of distress in the $1.8 trillion private-credit market. Short-dated Treasury yields jumped as traders are no longer fully pricing in one Federal Reserve rate cut this year. Autos had a busy day, with Stellantis exploring deals with Xiaomi and Xpeng to invest in its struggling European operations. Tesla’s China sales rebounded in February as the EV maker managed to buck an industry-wide slump. Honda warned of a $15.7 billion charge as it rethinks its EV strategy. Hong Kong’s raid fallout is even messier than first thought, with JPMorgan and UBS said to have cut prime brokerage ties with Infini Capital Management—which was one of three firms raided earlier this week —well before the investigation was made public. Over in ...

Elon Musk ’s X, the social network formerly known as Twitter, has agreed to change its verification mechanism in the European Union following a fine of €120 million ($138 million). “X has submitted remedies in relation to its blue check mark,” European Commission spokesperson Thomas Régnier said, referring to the system that identifies verified users on X. “The commission will now carefully assess the proposed remedies.” Régnier didn’t provide details on how X intends to tailor its service for European users. X didn’t immediately reply to a request for comment. In December, the commission fined X under its content moderation rulebook, the Digital Services Act, alleging that its system of giving verification badges to paying users was deceptive. The blue check badge was previously only added to the profiles of people who might be targets for impersonation, including journalists, celebrities and other public figures. Musk’s 2022 decision to make it a for-pay feature, the commission argued, misled X users into falsely believing that verified accounts were trustworthy. Musk, the world’s richest person, acquired Twitter for $44 billion that same year. Read More: Musk Closes $44 Billion Twitter Deal, Fires Top Executives The blue check was one of the grievances that last year resulted in the first-ever DSA fine. Other alleged breaches included X’s lack of transparency with its ads and a refusal to let independent researchers access the platform’s public data. X was asked to propose remedies for the blue check problem by March 12 or face periodic penalties. The company, which has appealed the fine, will have to either pay the fine or provide a financial guarantee by March 16. The EU’s decision to fine a business owned by Musk, an ally of US President Donald Trump, precipitated a trans-Atlantic diplomatic spat whose aftershocks are still being felt in Brussels. Read More: US Sanctions Former EU Official, Others in Swipe at Europe Members of the Trump administration, includi...

peshkov/iStock via Getty Images Thesis Summary Oil’s ( USO ) current run is reminiscent of what we saw take place in the silver market only a few weeks ago. Back then, I highlighted the dangers of shorting silver while also warning that a potential top was likely in place. Today, oil offers us a similar set-up, with an added benefit. While there was definitely an element of structural supply-demand imbalance in silver, oil prices have been structurally depressed over the last year. This rally has been caused by an exogenous factor, and if/once this clears, oil will go back to much lower prices. With silver, we were trying to time a market that was inherently strong but had gotten ahead of itself. But with oil, we’re looking at shorting a market that wants to head lower. How We ‘Called’ The Silver Top Just a few weeks ago, it seemed everyone was looking at silver, which had run up over 300% in a year. There were plenty of reasons for this, including supply-demand imbalance, price inelasticity, and also a degree of speculation. Back on January 27, I told investors silver could indeed reach $200 , but first I expected a large pull-back. SLV 1D Chart (TrendSpider) This call was made due to a variety of different factors, but mainly sentiment, which had become overly bullish, and technicals. As we can see, silver had built a very large bearish divergence with the RSI, which was still overbought on the daily time frame. At the same time, we saw a bearish shooting star candle. SLV 4h Chart (TrendSpider) Zooming into the 4h chart, there was also a very clear double top with yet another bearish divergence in the RSI. That's not to say this works every time, but the indications were there. Is Oil Giving Us A Similar Set-Up? Oil is now getting interesting and potentially giving us a similar technical setup. First off, if we look at the weekly, we are already in very overbought territory. USO 1W Chart (TrendSpider) On top of that, we already saw a pretty bearish shooting star c...

The war in Iran is not just another Middle Eastern crisis. It is a window into what world politics looks like when rules are weakest and power is most concentrated. Washington has spoken in the language of surrender and coercion, European governments have called for restraint and respect for international law, and Asian powers have scrambled to keep energy flows moving through a Strait of Hormuz that has nearly ground to a halt What this reveals is not a functioning rules-based order. It is a harsher and more improvised world in which a few major powers increasingly act as if they have exceptional rights while everyone else calculates the cost of being exposed to their decisions. It is tempting to describe this simply as the collapse of international law. That is too simple. The law has not disappeared. Article 2(4) of the United Nations Charter still prohibits the threat or use of force against the territorial integrity or political independence of states. Advertisement That is precisely the point, though: legal language still structures the debate, but it no longer reliably restrains the strongest actors . Rules survive as vocabulary, not as hard limits. States still justify, deny, reinterpret and litigate, but they increasingly act first and explain later. That is why the present moment should not be mistaken for a return to the Concert of Europe, even though the second Trump administration has at times shown an ambition to engineer a form of great-power coordination through notions such as a Group of Two with China or a “Core Five” of the US, China, Russia, India and Japan. Advertisement The Concert of Europe was a post-war agreement among Europe’s major powers to preserve the territorial and political status quo. The system was conservative, elitist and often coercive, but it rested on a minimal strategic consensus. The great powers did not merely claim exceptional rights; they also accepted some shared responsibility for maintaining order. Today’s world has th...

What's the role of vector databases in the agentic AI world? That's a question that organizations have been coming to terms with in recent months. The narrative had real momentum. As large language models scaled to million-token context windows, a credible argument circulated among enterprise architects: purpose-built vector search was a stopgap, not infrastructure. Agentic memory would absorb the retrieval problem. Vector databases were a RAG-era artifact. The production evidence is running the other way. Qdrant , the Berlin-based open source vector search company, announced a $50 million Series B on Thursday, two years after a $28 million Series A. The timing is not incidental. The company is also shipping version 1.17 of its platform. Together, they reflect a specific argument: The retrieval problem did not shrink when agents arrived. It scaled up and got harder. "Humans make a few queries every few minutes," Andre Zayarni, Qdrant's CEO and co-founder, told VentureBeat. "Agents make hundreds or even thousands of queries per second, just gathering information to be able to make decisions." That shift changes the infrastructure requirements in ways that RAG-era deployments were never designed to handle. Why agents need a retrieval layer that memory can't replace Agents operate on information they were never trained on: proprietary enterprise data, current information, millions of documents that change continuously. Context windows manage session state. They don't provide high-recall search across that data, maintain retrieval quality as it changes, or sustain the query volumes autonomous decision-making generates. "The majority of AI memory frameworks out there are using some kind of vector storage," Zayarni said. The implication is direct: even the tools positioned as memory alternatives rely on retrieval infrastructure underneath. Three failure modes surface when that retrieval layer isn't purpose-built for the load. At document scale, a missed result is not a la...

TONMYA™ (cyclobenzaprine HCl sublingual tablets) launched November 17, 2025, for the treatment of fibromyalgia; through February 27, 2026, more than 1,500 healthcare providers have prescribed TONMYA to patients, approximately 2,500 patients have initiated treatment with TONMYA, and cumulative prescriptions totaled approximately 4,200 Expect to initiate U.S. field study in 2027 for TNX-4800 for seasonal prevention of Lyme disease pending FDA clearance Completed $20.0 million registered direct offering with Point72 on December 29, 2025 Approximately $207.6 million in cash and cash equivalents as of December 31, 2025 BERKELEY HEIGHTS, N.J., March 12, 2026 (GLOBE NEWSWIRE) -- Tonix Pharmaceuticals Holding Corp. (Nasdaq: TNXP) ("Tonix" or the "Company"), a fully integrated, commercial biotechnology company, today announced financial results for the fourth quarter and full year ended December 31, 2025, and provided an overview of recent operational highlights. “2025 was transformational for Tonix as we achieved FDA approval and began the U.S. commercial launch of TONMYA, our first fully in-house developed product and the first new medicine approved for fibromyalgia in more than 15 years,” said Seth Lederman, M.D., Chief Executive Officer of Tonix Pharmaceuticals. “TONMYA is a non-opioid analgesic designed for long-term, once-daily bedtime dosing. We believe TONMYA now provides an alternative medicine for the approximately 10 million adults in the U.S. who suffer from fibromyalgia. We have the capabilities to engage healthcare providers and patients, having launched the product and an approximately 90-member salesforce. Early prescription trends reflect favorable prescriber uptake and repeat utilization consistent with our internal launch expectations. Our experienced commercial team is committed to growing awareness and adoption, facilitating patient access, and obtaining payer coverage as we strive to improve the fibromyalgia journey for patients and healthcare providers...

Thursday, March 12, 2026 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Oracle Corp. (ORCL), T-Mobile US, Inc. (TMUS) and Gilead Sciences, Inc. (GILD), as well as two micro-cap stocks National Research Corp. (NRC) and C&F Financial Corp. (CFFI). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today. You can see all of today’s research reports here >>> Ahead of Wall Street The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning. You can read today's AWS here >>> Jobless Claims, Housing Starts Improve. Pre-Markets Still Down Today's Featured Research Reports Oracle’s shares have outperformed the Zacks Computer - Software industry over the past year (+11.6% vs. +2.7%). The company reported solid fiscal 3Q’26 results, wherein earnings and revenues beat estimates. Oracle’s cloud infrastructure revenues surged 84% fueled by strong AI workload and multicloud demand, supported by strategic partnerships and competitive pricing that attract enterprise workload migrations. Free cash flow for the trailing 12 months was negative $13.2 billion as Oracle continues aggressive investments in data center build-outs to support accelerating cloud and AI demand. However, competition from hyperscalers remains intense, potentially pressuring margins. The ongoing transition from license rev...

美國制裁6名個人及2家公司，指他們協助北韓營運一個詐騙網絡，為武器計劃籌集資金。 美國財政部表示相關網絡協助北韓人員，利用盜取的身份、偽造的文件及虛假網上身份，冒充資訊科技專家，在多家企業取得遠端工作。 財政部官員指，這個詐騙計劃已經成為北韓的重要收入來源，平壤政府會抽取這些遠端工作人員的大部分薪酬，用於研發核武及彈道導彈。估計單是2024年，就為北韓帶來接近8億美元收入。 此外，部分遠端工作人員在任職公司的電腦網絡植入惡意軟件，盜取敏感或機密資料。

Source: Bloomberg, 0:00

首位華人政務司、華富邨之父廖本懷逝世 享年96歲 【有線新聞】首位華人政務司廖本懷逝世，享年96歲。 廖本懷是港大建築系第一屆畢業生，1960年加入政府，曾任政務司、房屋司、首任房屋署署長、房委會主席，任內全權設計馬頭圍邨、華富邨等公屋，有「華富邨之父」之稱。房屋局局長何永賢對廖本懷離世表示哀悼，讚賞他讓公屋設計，更注重公共空間，配套設施及與自然環境融合，亦為香港開創「居者有其屋計劃」、建立資助出售房屋制度，幫助公屋流轉、基層市民上流，房屋局團隊會以他為榜樣，在公屋設計上盡心盡力、積極有為。

格隆汇3月13日｜美国财长贝森特：我们知道伊朗并没有在霍尔木兹海峡进行布雷。

【有線新聞】勞工處在旺角舉辦「大灣區青年就業計劃」招聘會，提供逾200個職位空缺，有求職青年說香港求職難，希望在大灣區尋找發展機遇。 大灣區青年就業計劃2023年恆常化後，勞工處首次單獨主辦招聘會，有20間機構參加，提供超過200個大灣區內地城市職位，涵蓋工程、會計、人力資源、平面設計等。有不少青年都希望把握大灣區發展機遇，PACO：「我去年畢業，約11月取畢業證書，一直找工作，但投履歷未有回覆。因為自己讀多媒體、電腦，在香港可能主要只得金融較好，所以看看內地有否更好發展機會。」何先生：「內地讀大學，在香港讀書，對當地較熟悉，以及因為兩地文化，愈來愈多接觸和交融，生活和溝通上沒有太多障礙。」 參加計劃的青年，要29歲或以下，最少持副學位學歷。政府會津貼企業，每名獲聘青年60%的薪酬，每月上限12,000港元，最長18個月。有企業連續三年參加計劃，招聘職位亦逐年增加，企業人力資源主管JOAN：「有（政府）津貼對公司發展好得多，因為很多項目開初階段，若有支持可以請更多人，參加項目更多，將來他們也有更多不同機會發展。」 招聘會同時設講座介紹大灣區內地城市工作及生活資訊、人工智能應用等。求職者來到先發現沒有帶證件相也不要緊，展場有攝影師可以即時拍攝。

屯門男工疑失足墮2米深沙井受傷 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】屯門有工人懷疑失足墮下沙井受傷。 22歲男工人頭和手受傷，送屯門醫院時戴上頸箍。現場在小欖村路一個私人屋苑，警方上午十時許接報，該工人在地庫停車場清潔沙井渠蓋時，懷疑失足墮下約兩米深沙井。消防到場將工人救回地面，案件列作工業意外。

Chinese Laptop Maker Chuwi Advertised AMD Ryzen 5 7430U SoC, but Shipped the Older Ryzen 5 5500U TechPowerUp

Image source: The Motley Fool. Thursday, March 12, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Paul J. Travers Chief Financial Officer — Grant Neil Russell Director, Investor Relations — Edward McGregor Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $2.2 million for the quarter, up 76% from the prior year due to higher M400 smart glasses unit sales and significantly higher engineering services sales. -- $2.2 million for the quarter, up 76% from the prior year due to higher M400 smart glasses unit sales and significantly higher engineering services sales. Full-Year Revenue -- $6.3 million, a 9% increase, driven by 4% growth in product sales and a 27% increase in engineering services to $1.6 million. -- $6.3 million, a 9% increase, driven by 4% growth in product sales and a 27% increase in engineering services to $1.6 million. Gross Loss -- $1.1 million, narrowed from $5.6 million, primarily reflecting reduced inventory obsolescence reserves. -- $1.1 million, narrowed from $5.6 million, primarily reflecting reduced inventory obsolescence reserves. Research and Development Expense -- $12.6 million for the year, up 31%. The increase mainly stemmed from additional LX1 and waveguide development costs and higher depreciation on manufacturing equipment, partially offset by a $900,000 reduction in non-cash stock-based compensation. -- $12.6 million for the year, up 31%. The increase mainly stemmed from additional LX1 and waveguide development costs and higher depreciation on manufacturing equipment, partially offset by a $900,000 reduction in non-cash stock-based compensation. Sales and Marketing Expense -- $5.5 million, down 33% from the prior year due to reductions in bad debt, salaries, and stock-based compensation. -- $5.5 million, down 33% from the prior year due to reductions in bad debt, salaries, and stock-based compensation. General and Administrative Expense -- $11.6 million, down 32%, largely reflec...

【有線新聞】美國發出臨時許可證允許各國購買滯留海上的俄羅斯石油，協助紓緩石油供應，美國相信不會為莫斯科帶來顯著收益。日本最快下周一釋出15天用量的石油儲備，澳洲亦會釋放逾7億公升的燃油。 國際石油供應緊張，美國決定放寬部分對俄羅斯的石油制裁，財政部發出30日的臨時許可證，即日起至下月11日，批准俄羅斯交付及銷售已在裝載上貨船的原油及石油產品，估計現時有約1.24億桶俄羅斯石油，分散在全球30處水域。 財長貝森特稱放寬其他國家購買滯留海上的俄羅斯石油，可促進全球能源市場穩定，以及壓抑油價，強調是短期措施，不會為莫斯科帶來顯著經濟收益。 全球約五分一的石油和天然氣均要通過霍爾木茲海峽輸出，海峽被封鎖後航運近乎陷入停頓，國際能源署成員國已同意，釋放4億桶石油儲備以壓抑油價。 依賴中東能源入口的日本，則準備單獨釋放約8,000萬桶石油，首批相當於15日用量的民間儲備，最快下周一釋出，至於約30天用量的國家石油儲備預計於3月下旬至4月頭釋放，這些石油儲備存放於岩手、福井、福岡等10個基地中。 澳洲亦放出國家柴油和汽油儲備，合共7.62億公升，紓緩燃料需求急增。但能源部長鮑文稱，這批燃油需時才能流入市場，但有助零售商彈性處理燃油供應。

Adobe’s longtime CEO is stepping down, and the lack of acceleration on a key metric signaled that AI isn’t driving significant financial benefits yet.

Key Points Whether it’s to aid in visual effects or to support fresh advertising capabilities, one dominant streaming platform is leveraging AI. A struggling sportswear giant is mixing AI with feedback from elite athletes to support innovative shoe designs. AI facilitates the matching of drivers and riders, while aiding in dynamic pricing, for the leader in mobility and delivery. 10 stocks we like better than Netflix › Artificial intelligence (AI) has been a hot buzzword in the markets and the economy. Incredible amounts of capital are being invested in computing resources to build the infrastructure. However, the tools that are already available are benefiting companies that decide to be proactive and figure out ways to enhance their performance in this new technological age. For stock market investors, it might be a good idea to start identifying the businesses that are choosing to adapt. Here are three examples of industry-leading companies that are leveraging AI capabilities in unique ways. 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 » 1. Netflix The first business on this list is Netflix (NASDAQ: NFLX), a dominant force in the streaming entertainment market. It ended 2025 with 325 million subscribers. And it reported 16% revenue growth and a 29.5% operating margin last year, showcasing its financial success. Netflix has long used AI and machine learning to improve its recommendation algorithm. There is so much content on the platform, it can be overwhelming for viewers. It helps that the underlying technology is there to assist them with figuring out what to watch. Of course, this is bolstered by the immense amount of viewer data that Netflix collects. The company uses AI in other ways, too. In Happy Gilmore 2, released in July 2025, the technology was used to make characters look younger. ...

Sen. Elizabeth Warren (D-MA), accompanied by Sen. Angus King (I-ME) (L), speaks as United States Northern Command and North American Aerospace Defense Command (USNORTHCOM) Commander Gen. Gregory Guillot, Principal Deputy Assistant Secretary of Defense for Homeland Defense and Americas Security Affairs Mark Ditlevson, and Department of War Principal Deputy General Counsel Charles Young III, appear at a Senate Committee on Armed Services hearing on Capitol Hill on Dec. 11, 2025 in Washington, DC. Andrew Harnik | Getty Images Sen. Elizabeth Warren on Thursday questioned why the U.S. Transportation Command and the State Department were not doing more to get stranded American citizens out of the Middle East amid the war with Iran . There may still be tens of thousands of U.S . citizens stuck in the region, and the Trump administration has been too slow to act as violence spilled out of Iran into surrounding countries, the Massachusetts Democrat said at a Senate Armed Services Committee hearing. "Let's be clear, the Trump administration chose this war. They planned this war for months, and they made no plans to safeguard hundreds of thousands of Americans in the region. There is no excuse for this," Warren said. Americans reported feeling stranded in the region in the days immediately after war broke out. A State Department warning for U.S. citizens to "DEPART NOW" to Americans in 14 countries set off a scramble, with some saying they were left to fend for themselves. Amid the criticism, the State Department said last week they were ramping up flights for American to get out of the region. Read more CNBC politics coverage Housing affordability bill clears Senate as investor ban creates headaches Fed chair pick Kevin Warsh meets with more senators as Thom Tillis blockade continues Trump-backed SAVE America Act will get a Senate vote next week, Thune says While President Donald Trump suggested earlier this week the war would end "very soon," there is no immediate end in sig...

Key Points Engle Capital bought 559,000 shares of Legence in the fourth quarter. The quarter-end position value increased by $24.06 million as a result. Legence enters Engle’s portfolio with a stake size that makes up 9.28% of the firm’s U.S. equity holdings. 10 stocks we like better than Legence › On February 17, 2026, Engle Capital Management, L.P. disclosed a new position in Legence (NASDAQ:LGN), acquiring 559,000 shares worth $24.06 million in the fourth quarter. What happened According to a SEC filing dated February 17, 2026, Engle Capital Management initiated a new position in Legence (NASDAQ:LGN) by purchasing 559,000 shares during the fourth quarter. The value of the position at quarter’s end was $24.06 million. What else to know This was a new position for Engle, accounting for 9.28% of the fund’s 13F reportable assets as of December 31, 2025. Top holdings after the filing: NASDAQ:TLN: $28.86 million (11.1% of AUM) NYSE:TBBB: $25.04 million (9.7% of AUM) NASDAQ:LGN: $24.06 million (9.3% of AUM) NASDAQ:ROAD: $20.08 million (7.7% of AUM) NYSE:VST: $17.75 million (6.8% of AUM) As of Thursday, Legence shares were priced at $50.51, up 80% from a September IPO price of $28 per share. Company overview Metric Value Revenue (TTM) $2.36 billion Net income (TTM) ($7.5 million) Market capitalization $5.4 billion Price (as of market close February 17, 2026) $50.51 Company snapshot Legence provides engineering, installation, and maintenance services for HVAC and MEP systems, with revenue streams from both project-based and recurring maintenance contracts. The firm operates a dual-segment business model: Engineering & Consulting delivers design and management services, while Installation & Maintenance handles fabrication, installation, and ongoing system upkeep. It serves a diversified client base across data centers, semiconductors, life sciences, healthcare, education, commercial real estate, and the public sector. Legence is a leading provider of engineering and techni...

格隆汇3月13日｜美国财长贝森特：伊朗冲突过后，美国（经济）增速将达到3%。

随着油价飙升，彭博美元指数创下近两个月来收盘新高，市场担忧霍尔木兹海峡的航运将继续受阻，中东战争可能持续更长时间。日元兑美元跌至159弱方。 彭博美元指数上涨0.5%，伊朗最高领袖穆杰塔巴·哈梅内伊在上台后的首次公开发言中表示，霍尔木兹海峡应继续关闭。 BMO Asset Management董事总经理Bipan Rai指出，美元走强似乎与避险情绪升温相一致。他补充称，美债收益率全线上扬，美股走低，这意味着，就这场冲突的降温路径而言，市场需要的不只是“氛围”。 布伦特原油期货结算价自2022年8月以来首次升破每桶100美元，两艘油轮在伊拉克水域遇袭，阿曼通知全部船舶撤离主要石油出口码头Mina Al Fahal。 美元/日元上涨0.3%，触及日内高点159.43，策略师认为日本官方干预汇市的门槛很高。 欧元/美元下跌0.5%，至1.1515，连续第三个交易日走低，创下四周以来最长连跌纪录。 渣打预计英镑和欧元未来几周将继续跑输，伊朗战争令依赖能源进口的经济体受创。 英镑/美元下跌0.5%，至1.3344。 高盛 经济学家将英国央行下一次降息时点预测从4月份推迟至7月份，归因于伊朗战争引发油价大涨。 美元/加元上涨0.2%，至1.3626。 澳元/美元下跌1%，至0.7081。 新西兰元/美元下跌1%，至0.5855。 责任编辑：陈钰嘉

Akash Palkhiwala sells multiple QCOM shares via Goldman Sachs (QCOM) Stock Titan

Akash Palkhiwala sells multiple QCOM shares via Goldman Sachs (QCOM) Stock Titan

(RTTNews) - PagerDuty, Inc. (PD) on Thursday reported fourth-quarter net income of $11.02 million or $0.12 per share, compared to a net loss of $10.60 million or $0.12 per share last year. Adjusted income per share for the quarter was $0.29, compared to $0.22 last year. Revenues for the quarter were $124.79 million, compared to $121.45 million last year. For the first quarter of fiscal 2027, PagerDuty currently expects total revenue of $118.0 million - $120.0 million and adjusted earnings per share of $0.23 - $0.25. For the full year 2027, PagerDuty currently expects total revenue of $488.5 million - $496.5 million and adjusted earnings per share of $1.23 - $1.28. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

"If you look at the data over time, over the lifespan of building new rockets, the data would show you that one out of two is successful. You're only successful 50% of the time. I think we're in a much better position than that," he said.

The last 15 years have been mostly great for companies that develop cloud-based enterprise software solutions. Software companies generally benefited by transitioning from a perpetual license sales model to a subscription model. They were also able to simplify their software development because their programs would be running on remote servers rather than on local machines with a wide range of hardware and operating systems to support. The market rewarded the improving results of many of these businesses, but not everyone was sold on the lofty valuations of software-as-a-service (SaaS) stocks. The value investors at Harris | Oakmark felt the market was overvaluing many stocks in the sector, particularly because it was paying too little heed to the impact of stock-based compensation, which is prevalent at SaaS companies. The market also has a tendency to expect SaaS companies' revenue growth rates to be linear, ignoring the potential impacts of normal competition, argued analyst Jeremy G. Thames. But the market is starting to consider the possibility that new rivals will seriously eat into the sales of many established enterprise SaaS companies. The potential for generative artificial intelligence (AI) tools to replace existing solutions has driven down stock prices across the industry. In fact, prices have gotten so low that Harris | Oakmark now sees some buying opportunities. Two big reasons the market is overreacting The massive sell-off in software stocks over the last few months was due to the perceived threat of generative AI. Tools like Claude Code from Anthropic are enabling people without any background in software engineering to create custom applications. Anthropic extended the Claude Code agent to general workplace productivity tasks with the introduction of Claude Cowork earlier this year, posing a direct threat to several established companies. Furthermore, some see LLMs' ability to facilitate natural language interactions with software as lowering the ...