Sundry Photography/iStock Editorial via Getty Images Introduction MongoDB, Inc. ( MDB ) recently reported decent Q4 results , but investors didn’t like the guidance , as it showed that MDB may not be a hypergrowth company any longer, which sent its share price down 25% and caused many analysts to lower their price targets significantly. I wanted to go over the report in more detail and give some c...
Sundry Photography/iStock Editorial via Getty Images Introduction MongoDB, Inc. ( MDB ) recently reported decent Q4 results , but investors didn’t like the guidance , as it showed that MDB may not be a hypergrowth company any longer, which sent its share price down 25% and caused many analysts to lower their price targets significantly. I wanted to go over the report in more detail and give some comments on the outlook and what I think could happen to its share price in 2026. By the Numbers Revenue for the quarter came in at around $695m, up 27% y/y, and beating estimates by almost $26m. Not a bad performance here. The Atlas cloud engine saw 29% growth and accounted for over 72% of total revenue. It is good that the biggest contributor is growing at quite a respectable pace. Overall subscription revenues grew 27%, with enterprise advanced growing around 20%, which surprised a lot of investors and analysts, as the growth was the best in the last 2 years. Of course, it is obvious why. The management said that AI-driven companies helped propel the company’s revenues to new levels, which led to some pretty big contracts. To make it a full analysis, the professional services, which are 3% of total revenues, also grew around 26% y/y, bringing in $22m. Let’s go over the company’s profitability and efficiency. Q4 non-GAAP EPS came in at $1.65, which beat estimates by 18 cents. GAAP and non-GAAP gross margins were stable at 73% and 75%, respectively. These haven’t changed at all from last year, which is not a bad sign at all. Despite the high costs of paying for Amazon’s ( AMZN ) AWS and Microsoft’s ( MSFT ) Azure to host their Atlas cloud service, MDB managed to maintain very healthy gross margins across the board. GAAP operating margins were actually positive this time around, but just positive, at 0.1% vs -3.4% last year. That is an improvement of 330bps. In terms of adjusted operating margins, the company saw record-high margins of 23% vs 21% last year, beating their own...
Seasonal patterns can often create powerful turning points. The early part of this year has felt like one of those moments. After a strong finish to 2025, the market began the year with a classic risk-off rotation: capital flowed out of high-growth technology names into more defensive sectors such as consumer staples and utilities. The Nasdaq has lagged the S&P 500 year-to-date, and many investors...
Seasonal patterns can often create powerful turning points. The early part of this year has felt like one of those moments. After a strong finish to 2025, the market began the year with a classic risk-off rotation: capital flowed out of high-growth technology names into more defensive sectors such as consumer staples and utilities. The Nasdaq has lagged the S&P 500 year-to-date, and many investors have questioned whether the AI-driven rally had run its course. Yet as we move deeper into March—the historical sweet spot for midterm-election years—there’s reason to believe the pause is temporary. A spring rally appears increasingly likely, with technology poised to retake the lead once again. Positive Seasonality Sets the Stage for Upside The historical case for seasonal strength is compelling, particularly in midterm years. According to the Stock Trader’s Almanac, March ranks as the 4th-best performing month for the Dow Jones Industrial Average and S&P 500 in midterm election years, and the 3rd-best for the Nasdaq. Adding to the bullish case, over the past seven such instances, the Dow and S&P 500 have posted gains in six of them, while the Nasdaq has been positive in five. The Almanac also notes that strength in March often persists through April in these years, as the “Best Six Months” period (November through April) historically accounts for the bulk of annual market gains. In our experience, these patterns are not bulletproof, but they reflect a natural rhythm: tax refunds begin flowing, corporate guidance improves, and investor sentiment often brightens after the winter doldrums. This year’s setup aligns particularly well with that historical template. Early 2026 tax refunds are running significantly higher than last year—averaging around 10-11% larger in the initial waves—putting meaningful extra cash into consumer pockets at a time when many households have been cautious. This liquidity tends to find its way into discretionary spending, retail, and technology p...
Oracle Corporation ORCL delivered a significant performance in its fiscal third-quarter 2026 results, with shares rising more than 10% in extended trading after a period of underperformance. Shares of Oracle have lost 45.9% over the past six months, underperforming the Zacks Computer and Technology sector’s appreciation of 2.3% and the Zacks Computer - Software industry’s 25.4% decline. For the qu...
Oracle Corporation ORCL delivered a significant performance in its fiscal third-quarter 2026 results, with shares rising more than 10% in extended trading after a period of underperformance. Shares of Oracle have lost 45.9% over the past six months, underperforming the Zacks Computer and Technology sector’s appreciation of 2.3% and the Zacks Computer - Software industry’s 25.4% decline. For the quarter ended Feb. 28, 2026, total revenues reached $17.2 billion, up 22% year over year in dollar terms. Non-GAAP EPS came in at $1.79 and topped the consensus estimate by 5.29%. This marked the first quarter in over 15 years where organic total revenues and non-GAAP EPS both grew at 20% or more. Despite the impressive headline numbers, investors weighing whether to jump in now or wait may benefit from a measured look at the full picture. ORCL Underperforms Industry, Sector in 6-Month Period Zacks Investment Research Image Source: Zacks Investment Research Cloud and AI Infrastructure Drive the Beat Cloud was the clear standout in the third quarter of fiscal 2026. Total cloud revenues surged 44% year over year to $8.9 billion, with cloud infrastructure (IaaS) revenues leaping 84% to $4.9 billion — an acceleration from 68% growth in the prior quarter. NetSuite Cloud ERP revenues grew 14% to $1.1 billion. The quarter's most striking figure was Oracle's Remaining Performance Obligations, which climbed to $553 billion, up 325% year over year and $29 billion higher than the prior quarter. A large portion of this backlog came from structured AI-related contracts, so that customers either prepay or supply their own GPUs, meaningfully reducing Oracle's upfront capital requirements. Guidance Signals Sustained Momentum Management's guidance for the fourth quarter of fiscal 2026 projects total revenue growth of 19% to 21% in USD and cloud revenue growth of 46% to 50%. Non-GAAP EPS for the quarter is expected between $1.96 and $2. For fiscal-year 2026, Oracle maintained its revenue targe...
Mercedes driver George Russell has accused Ferrari of being "selfish" and "silly" in blocking change to the rules to improve safety at starts. Last week's opening race in Australia saw a large deviation in start performance across the grid. The worst incident involved a near-miss when Alpine driver Franco Colapinto narrowly avoided smashing at high speed into the back of the slow-moving Racing Bul...
Mercedes driver George Russell has accused Ferrari of being "selfish" and "silly" in blocking change to the rules to improve safety at starts. Last week's opening race in Australia saw a large deviation in start performance across the grid. The worst incident involved a near-miss when Alpine driver Franco Colapinto narrowly avoided smashing at high speed into the back of the slow-moving Racing Bull of Liam Lawson. Russell said governing body the FIA had looked to modify the rule that led to those problems but said Ferrari were blocking it, without naming them. Ferrari driver Charles Leclerc leapt into the lead at the start in Melbourne from fourth on the grid, emphasising the impression that the Italian team have the best starts this year. Russell said the problems were caused by a "very quirky rule" that limits the amount of energy a car can harvest on the formation lap. He said that the drivers in the front part of the grid were already considered by the systems to be on the lap so their practice start away from the dummy grid counted in the harvest limit, and they then struggled to recharged the battery. By contrast, those further back could do their launches before crossing the timing line, so could recover more energy before the actual start. Ferrari benefited because their engine has a different design than those of other manufacturers and is easier to get off the line. Russell said: "The FIA was looking to potentially adjust that but as you can imagine some teams who were making good starts didn't want it, which I think is just a little bit silly. "The FIA did just want to make our life easier and just remove this harvest limit, but people have selfish views and they want to do what's best for themselves." The FIA has the power to impose a change on safety grounds but has so far stopped short of doing so in the hope of achieving consensus. Ferrari have been approached for comment.
Freehold Royalties ( FRU:CA ) declares $0.09/share monthly dividend , in line with previous. Payable April 15; for shareholders of record March 31; ex-div March 31. See FRU:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Freehold Royalties Freehold Royalties: A High-Quality Oil And Gas Royalty Play Still Trading At A Deep Discount Historical earnings data for Freehold Royalties Divi...
Freehold Royalties ( FRU:CA ) declares $0.09/share monthly dividend , in line with previous. Payable April 15; for shareholders of record March 31; ex-div March 31. See FRU:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Freehold Royalties Freehold Royalties: A High-Quality Oil And Gas Royalty Play Still Trading At A Deep Discount Historical earnings data for Freehold Royalties Dividend scorecard for Freehold Royalties Financial information for Freehold Royalties
Workers assemble electric two-wheelers in Jinhua, Zhejiang province. Photo: VCG Domestic sales of electric two-wheelers in China plunged 37.9% year on year to 2.99 million units in February, as holiday disruptions and a rocky transition to stricter national safety standards weighed heavily on consumer demand. The sharp contraction reflects the growing pains of an industry forced to overhaul its su...
Workers assemble electric two-wheelers in Jinhua, Zhejiang province. Photo: VCG Domestic sales of electric two-wheelers in China plunged 37.9% year on year to 2.99 million units in February, as holiday disruptions and a rocky transition to stricter national safety standards weighed heavily on consumer demand. The sharp contraction reflects the growing pains of an industry forced to overhaul its supply chains and product designs to comply with new regulations aimed at reducing fire risks, leaving price-sensitive buyers hesitant amid rising costs and temporarily awkward vehicle features.
Anna Moneymaker/Getty Images News The Federal Reserve's new Basel III proposal seeks to establish a single approach to calculate the risk-based capital requirements for the largest, most complex banks, Fed Vice Chair Michelle Bowman said on Thursday. Overall, capital requirements for the largest banks should be reduced by a small amount. Smaller banks, focused on traditional lending, will see larg...
Anna Moneymaker/Getty Images News The Federal Reserve's new Basel III proposal seeks to establish a single approach to calculate the risk-based capital requirements for the largest, most complex banks, Fed Vice Chair Michelle Bowman said on Thursday. Overall, capital requirements for the largest banks should be reduced by a small amount. Smaller banks, focused on traditional lending, will see larger reductions in capital requirements, she said at an event at the Cato Institute. The new Basel III proposal eliminates duplicative capital calculations for the largest banks. Current rules require banks to maintain two sets of risk-based capital ratios — one using the standardized approach and another using internal model-based advanced approaches, she said. Other features of the Basel III endgame proposal include: Improving the risk sensitivity of requirements for lending activities. " The proposal recognizes loan-to-value ratios in mortgage capital requirements and reflects repayment history in retail lending," Bowman said. "Importantly, it does not add new capital penalties for mortgages or consumer lending and seeks public feedback on the appropriate role of private mortgage insurance." Standardized requirements for operational risk, consistent with international standards but tailored to large U.S. banks. Strengthened capital requirements for banks' trading activities in a way calibrated to U.S. capital markets. A capital requirement for credit valuation adjustment, or the risk of losses on derivative positions from counterparty credit risk: "This requirement applies to banks with significant trading activity and material derivative portfolios, consistent with international standards," she said. The Fed also proposes strengthening and modernizing the way the Global Systemically Important Bank (G-SIB) surcharge is calculated. Part of the G-SIB surcharge proposal revises the component that accounts for risk associated with short-term funding. That part was originally i...
Advanced Micro Devices AMD stock dipped about 3% Wednesday as CEO Lisa Su prepares for her first visit to South Korea to meet with Samsung (SSNLF) and Naver (NHNCF). The decline is related to broader market pressure due to on going war. Su is scheduled to begin her trip on March 18, meeting the CEOs of both companies to discuss strategic collaborations. A central focus will be expanding partnershi...
Advanced Micro Devices AMD stock dipped about 3% Wednesday as CEO Lisa Su prepares for her first visit to South Korea to meet with Samsung (SSNLF) and Naver (NHNCF). The decline is related to broader market pressure due to on going war. Su is scheduled to begin her trip on March 18, meeting the CEOs of both companies to discuss strategic collaborations. A central focus will be expanding partnerships with Samsung to secure additional memory for AMD's AI graphics processing units, a key component as global demand for AI GPUs continues to strain supply chains. AMD also plans to explore opportunities with Naver to reduce the company's reliance on Nvidia NVDA for AI data center infrastructure. The discussions could potentially allow AMD to capture a larger share of the AI data center market if Naver shifts its platform. AMD Shares have recovered some ground after falling 3% year-to-date, and remain up about 100% over the past 12 months. Analysts maintain an Outperform consensus, with an average price target of $282, implying nearly 38% upside.
Coherent (NYSE: COHR) is set to join the S&P 500 on March 23, 2026, creating a date-certain mechanical buying catalyst that has investors watching whether the recent pullback will reverse ahead of the index inclusion date. Inclusion on the index means passive index funds tracking the benchmark must purchase shares regardless of valuation. The stock popped ... Coherent Joins the S&P 500 Soon: Buy t...
Coherent (NYSE: COHR) is set to join the S&P 500 on March 23, 2026, creating a date-certain mechanical buying catalyst that has investors watching whether the recent pullback will reverse ahead of the index inclusion date. Inclusion on the index means passive index funds tracking the benchmark must purchase shares regardless of valuation. The stock popped ... Coherent Joins the S&P 500 Soon: Buy the Dip Before the Index Funds Have To?
National Fuel Gas ( NFG ) declares $0.535/share quarterly dividend , in line with previous. Forward yield 2.28% Payable April 15; for shareholders of record March 31; ex-div March 31. See NFG Dividend Scorecard, Yield Chart, & Dividend Growth. More on National Fuel Gas National Fuel Gas Company (NFG) Q1 2026 Earnings Call Transcript National Fuel Gas Company 2026 Q1 - Results - Earnings Call Prese...
National Fuel Gas ( NFG ) declares $0.535/share quarterly dividend , in line with previous. Forward yield 2.28% Payable April 15; for shareholders of record March 31; ex-div March 31. See NFG Dividend Scorecard, Yield Chart, & Dividend Growth. More on National Fuel Gas National Fuel Gas Company (NFG) Q1 2026 Earnings Call Transcript National Fuel Gas Company 2026 Q1 - Results - Earnings Call Presentation National Fuel Gas outlines $7.60–$8.10 EPS target for 2026 while advancing Ohio utility acquisition and pipeline expansions National Fuel Gas Q1 2026 Earnings Preview Seeking Alpha’s Quant Rating on National Fuel Gas
hapabapa Palantir ( PLTR ) CEO Alex Karp said his company is still using Anthropic ( ANTHRO ) AI models, despite the technology being blacklisted by the Pentagon. “The Department of War is planning to phase out Anthropic; currently, it’s not phased out,” Karp told CNBC on Thursday . “Our products are integrated with Anthropic, and in the future, it will probably be integrated with other large lang...
hapabapa Palantir ( PLTR ) CEO Alex Karp said his company is still using Anthropic ( ANTHRO ) AI models, despite the technology being blacklisted by the Pentagon. “The Department of War is planning to phase out Anthropic; currently, it’s not phased out,” Karp told CNBC on Thursday . “Our products are integrated with Anthropic, and in the future, it will probably be integrated with other large language models.” Earlier this month, the Trump administration ordered government agencies and contractors to phase out use of Anthropic products, deeming the company a "supply chain risk" after it failed to come to an agreement with the Pentagon over the use of its technology. Anthropic has since sued to have the designation overturned. CNBC noted that despite the designation, the Pentagon has been using Anthropic's Claude models in military operations against Iran. Anthropic is backed by Amazon ( AMZN ) and Alphabet ( GOOG ) ( GOOGL ). More on Palantir, Anthropic Palantir: Hard To Sell A Company That Benefits From Geopolitical Conflicts Wall Street Lunch: Anthropic Sues Pentagon Palantir: The Rebound Is Just Beginning Pentagon CTO says Anthropic’s Claude would ‘pollute’ defense supply chain Palantir expands deal with GE Aerospace to use AI for military aircraft
hapabapa Palantir ( PLTR ) CEO Alex Karp said his company is still using Anthropic ( ANTHRO ) AI models, despite the technology being blacklisted by the Pentagon. “The Department of War is planning to phase out Anthropic; currently, it’s not phased out,” Karp told CNBC on Thursday . “Our products are integrated with Anthropic, and in the future, it will probably be integrated with other large lang...
hapabapa Palantir ( PLTR ) CEO Alex Karp said his company is still using Anthropic ( ANTHRO ) AI models, despite the technology being blacklisted by the Pentagon. “The Department of War is planning to phase out Anthropic; currently, it’s not phased out,” Karp told CNBC on Thursday . “Our products are integrated with Anthropic, and in the future, it will probably be integrated with other large language models.” Earlier this month, the Trump administration ordered government agencies and contractors to phase out use of Anthropic products, deeming the company a "supply chain risk" after it failed to come to an agreement with the Pentagon over the use of its technology. Anthropic has since sued to have the designation overturned. CNBC noted that despite the designation, the Pentagon has been using Anthropic's Claude models in military operations against Iran. Anthropic is backed by Amazon ( AMZN ) and Alphabet ( GOOG ) ( GOOGL ). More on Palantir, Anthropic Palantir: Hard To Sell A Company That Benefits From Geopolitical Conflicts Wall Street Lunch: Anthropic Sues Pentagon Palantir: The Rebound Is Just Beginning Pentagon CTO says Anthropic’s Claude would ‘pollute’ defense supply chain Palantir expands deal with GE Aerospace to use AI for military aircraft
Image source: The Motley Fool. Thursday, March 12, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Morris Goldfarb Chief Financial Officer — Neal Nackman TAKEAWAYS Net Sales -- $771 million in the quarter, down 8% from $840 million, with a $20 million reduction tied to halted shipments to Saks before its bankruptcy. -- $771 million in the quarter, down 8% from $840 mi...
Image source: The Motley Fool. Thursday, March 12, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Morris Goldfarb Chief Financial Officer — Neal Nackman TAKEAWAYS Net Sales -- $771 million in the quarter, down 8% from $840 million, with a $20 million reduction tied to halted shipments to Saks before its bankruptcy. -- $771 million in the quarter, down 8% from $840 million, with a $20 million reduction tied to halted shipments to Saks before its bankruptcy. Full-Year Net Sales -- $2.96 billion, a decline from $3.18 billion, mainly attributable to a $254 million revenue drop from Calvin Klein and Tommy Hilfiger businesses. -- $2.96 billion, a decline from $3.18 billion, mainly attributable to a $254 million revenue drop from Calvin Klein and Tommy Hilfiger businesses. Non-GAAP Net Income -- $13 million, or $0.30 per diluted share in the quarter; this includes a $0.30 negative impact from a $17.5 million bad debt expense due to the Saks bankruptcy. -- $13 million, or $0.30 per diluted share in the quarter; this includes a $0.30 negative impact from a $17.5 million bad debt expense due to the Saks bankruptcy. Full-Year Non-GAAP EPS -- $2.61, compared to $4.42 the previous year. -- $2.61, compared to $4.42 the previous year. Gross Margin -- 37% in the quarter (from 39.5%) and 39.4% for the year (from 40.8%), with declines driven by tariffs amounting to a $65 million unmitigated impact for the year. -- 37% in the quarter (from 39.5%) and 39.4% for the year (from 40.8%), with declines driven by tariffs amounting to a $65 million unmitigated impact for the year. Retail Segment Sales -- $63 million in the quarter, up from $56 million, led by double-digit comp sales growth in Karl Lagerfeld Paris, DKNY, and Donna Karan. -- $63 million in the quarter, up from $56 million, led by double-digit comp sales growth in Karl Lagerfeld Paris, DKNY, and Donna Karan. Wholesale Segment Sales -- $737 million in the quarter, down from $799 million, with declin...
Chelsea’s Pedro Neto is in line to be punished by Uefa for pushing a ballboy during his team’s 5-2 defeat by Paris Saint-Germain in the Champions League after European football’s governing body announced it had opened disciplinary proceedings. “Disciplinary proceedings have been instigated against … Pedro Neto for unsporting behaviour,” a Uefa statement said. “Uefa’s disciplinary bodies will take ...
Chelsea’s Pedro Neto is in line to be punished by Uefa for pushing a ballboy during his team’s 5-2 defeat by Paris Saint-Germain in the Champions League after European football’s governing body announced it had opened disciplinary proceedings. “Disciplinary proceedings have been instigated against … Pedro Neto for unsporting behaviour,” a Uefa statement said. “Uefa’s disciplinary bodies will take a decision on this case in due course.” Neto knocked over the ballboy as he ran over to grab the ball late in Wednesday’s last-16 first leg, with Chelsea trailing 4-2. The incident led to a mass altercation involving players from both teams, and Neto later apologised and gave the ballboy his shirt. “We were losing and in the emotion of the game I wanted to get the ball fast and I gave him a little push,” Neto told TNT Sports. “I’m not like this. It was in the heat of the moment and I want to apologise. I gave him my shirt. I’m really sorry about it – I feel I have to apologise to him.” Chelsea’s head coach Liam Rosenior said: “If there was anything from our side that was wrong or out of order, I apologise on behalf of the club.” Neto, who has scored 10 goals in 42 games for Chelsea this season, could face a suspension for Tuesday’s second leg.
US Energy Secretary Chris Wright said he took “full ownership” for an erroneous social media post that rattled traders and sent oil prices reeling after it wrongly suggested the US Navy had escorted an oil tanker through the vital Strait of Hormuz. The post was deleted minutes later. “That is a miscommunication in our department — I take full ownership of that as the person in charge of the depart...
US Energy Secretary Chris Wright said he took “full ownership” for an erroneous social media post that rattled traders and sent oil prices reeling after it wrongly suggested the US Navy had escorted an oil tanker through the vital Strait of Hormuz. The post was deleted minutes later. “That is a miscommunication in our department — I take full ownership of that as the person in charge of the department,” Wright said on Thursday in an interview with Fox News , adding that he would personally review the department’s posts in future. “Very unfortunate. It will not happen again.” In the midst of extreme volatility in the oil market because of the war in Iran, the Tuesday post on Wright’s account triggered an immediate sell off that saw US crude prices plunge nearly 20% to intraday lows. Prices later pared losses after the post was seemingly deleted without explanation about 15 minutes later. The White House later confirmed that no escort had taken place. While US oil futures ended the day with declines, prices were well above the lows. Read More: US Didn’t Escort Tanker Through Hormuz, Refuting Wright Post Traders — already wary of shifting signals from Washington — expressed frustration with the episode, which compounded uncertainty surrounding President Donald Trump ’s outlook on the conflict in Iran and the potential for deeper US involvement. With markets hypersensitive to any indication that shipping flows may resume through the Strait of Hormuz, a chokepoint for roughly a fifth of global oil supplies, mixed messaging this week has intensified market volatility and added to mounting geopolitical whiplash.
Broadcom (AVGO 1.70%) and Advanced Micro Devices (AMD 3.50%) have been trailing Nvidia in the artificial intelligence (AI) chip market in recent years. Still, both companies are now experiencing a nice uptick in their growth thanks to their growing influence in this market. As it turns out, both chip designers have outperformed Nvidia stock in the past year. While Broadcom has jumped 69% over this...
Broadcom (AVGO 1.70%) and Advanced Micro Devices (AMD 3.50%) have been trailing Nvidia in the artificial intelligence (AI) chip market in recent years. Still, both companies are now experiencing a nice uptick in their growth thanks to their growing influence in this market. As it turns out, both chip designers have outperformed Nvidia stock in the past year. While Broadcom has jumped 69% over this period, AMD has logged stronger gains of 92%. But if you had to choose either AMD or Broadcom for your portfolio right now, which one would be the better bet? Let's find out. The case for Broadcom Broadcom dominates the custom AI processor market with an estimated share of 60% to 80%. These custom processors, known as application-specific integrated circuits (ASICs), are in terrific demand from hyperscalers and AI companies looking to reduce reliance on Nvidia, achieve significant cost reductions, and speed up performance while keeping power consumption in check. Market research firm TrendForce expects ASICs to account for 27.8% of AI server chips this year, up from 20.9% in 2025. Broadcom is one of the biggest beneficiaries of the growing ASIC adoption. It reported a 106% year-over-year jump in AI revenue in the first quarter of fiscal 2026 (which ended on Feb. 1). Expand NASDAQ : AVGO Broadcom Today's Change ( -1.70 %) $ -5.79 Current Price $ 335.78 Key Data Points Market Cap $1.6T Day's Range $ 332.22 - $ 339.00 52wk Range $ 138.10 - $ 414.61 Volume 473K Avg Vol 32M Gross Margin 64.96 % Dividend Yield 0.71 % This outstanding growth was driven by Broadcom's impressive clientele, which includes Alphabet, Meta Platforms, Anthropic, and OpenAI. Broadcom points out that it has six AI customers in total, and all of them are poised to significantly accelerate the deployment of its custom chips next year. Anthropic, for example, is expected to triple the deployment of Broadcom's ASICs next year to 3 gigawatts (GW). Similarly, Meta Platforms is estimated to scale the deployment ...
winhorse Shares of JPMorgan Chase & Co. ( JPM ) are under pressure as the financial sector emerges as the worst-performing group in the S&P 500 ( SP500 ) so far in 2026. The bank’s stock fell 2.3% on Thursday, trading near $280.75, marking its lowest level in more than eight months and its weakest price since June 23, 2025. The decline reflects the broader challenges facing financial stocks this y...
winhorse Shares of JPMorgan Chase & Co. ( JPM ) are under pressure as the financial sector emerges as the worst-performing group in the S&P 500 ( SP500 ) so far in 2026. The bank’s stock fell 2.3% on Thursday, trading near $280.75, marking its lowest level in more than eight months and its weakest price since June 23, 2025. The decline reflects the broader challenges facing financial stocks this year as investors rotate away from the sector amid heightened market volatility. From a technical perspective, JPMorgan has now slipped into oversold territory, with its relative strength index dropping to 29.92. The last time the stock reached similar levels was in early April 2025, suggesting momentum has deteriorated sharply in recent sessions. Technical indicators also point to a weakening trend. JPMorgan currently trades below its 50-day, 100-day, and 200-day moving averages, signaling sustained downside pressure. Despite remaining one of the largest and most influential U.S. banks, the stock has now fallen roughly 17% from its all-time high of $337.25, which was recorded on January 5. The pullback underscores the sharp reversal for financial stocks after a strong run in recent years. Financials ETFs: ( XLF ), ( VFH ), ( IYF ), ( FNCL ), ( IYG ), and ( FXO ). Bank ETFs: ( KBWB ), ( KBE ), and ( FTXO ). Regional Bank ETFs: ( KRE ), ( IAT ), and ( DPST ). More on markets Where will the S&P 500 close by the end of 2026 as the U.S.-Iran war continues Apollo economist flags $40B debt cliff for software sector amid AI disruption When will U.S. strikes on Iran end? Prediction markets say a nearly 50% chance by month's end Despite oil's 10% slide, prediction markets are not convinced that the oil rally is over RBC Capital Markets holds S&P 500 target, says Iran conflict too early to shift view
Animal charities have complained to Channel 4 after the winner of Crufts best in show was found to have been convicted of animal cruelty, and said the winning dog is an “extreme” breed that has had a “lifetime of suffering”. After Lee Cox and his four-year-old Clumber spaniel Bruin won best in show at the prestigious dog competition, it emerged that Cox had a previous conviction for animal cruelty...
Animal charities have complained to Channel 4 after the winner of Crufts best in show was found to have been convicted of animal cruelty, and said the winning dog is an “extreme” breed that has had a “lifetime of suffering”. After Lee Cox and his four-year-old Clumber spaniel Bruin won best in show at the prestigious dog competition, it emerged that Cox had a previous conviction for animal cruelty. The RSPCA and Peta have asked for extreme examples of breeds to no longer be eligible for prizes, and for full vetting for people who compete at Crufts. Peta has asked for Channel 4 to pull the show from air. The RSPCA has called for the dog show to stop featuring animals that have extreme features such as flat faces, wrinkly skin, short or missing tails, and protruding eyeballs. These can leave dogs at high risk of significant welfare problems, such as being unable to breathe, blink, sleep, play or exercise normally; or painful eye, spinal, skin or dental conditions. The BBC stopped showing Crufts in 2008 after outcry over the extreme breeds celebrated by the competition, and the show was not broadcast on television the following year. Channel 4 picked it up in 2010 and have been televising it ever since. Cox was found in 2001 to have kept a spaniel with a chronically infected ear that eventually had to be surgically removed. A court was told when an inspector visited the Somerset-based kennel, he encountered dogs covered in dirt and a strong stench from dog waste and overflowing drains. View image in fullscreen An inspector encountered dogs covered in dirt and a strong stench from dog waste and overflowing drains at Cox’s kennel in 2001. Photograph: Hannah McKay/Reuters The Royal Kennel Club confirmed the conviction but said it was an “isolated incident 25 years ago”, adding Mr Cox has had an “unblemished record in the 25 years since” and had made a “significant positive contribution to the world of dogs”. Lauren Bennett, dog welfare expert at the RSPCA, said of the win...
Key Points Bayberry Capital Partners sold 346,000 shares of Golar LNG in the quarter. The fund's position value shifted by $13.98 million, in line with the complete sale of its Golar LNG stake during the quarter. The position previously accounted for 3.3% of the fund’s assets. 10 stocks we like better than Golar Lng › Bayberry Capital Partners LP fully exited its position in Golar LNG (NASDAQ:GLNG...
Key Points Bayberry Capital Partners sold 346,000 shares of Golar LNG in the quarter. The fund's position value shifted by $13.98 million, in line with the complete sale of its Golar LNG stake during the quarter. The position previously accounted for 3.3% of the fund’s assets. 10 stocks we like better than Golar Lng › Bayberry Capital Partners LP fully exited its position in Golar LNG (NASDAQ:GLNG) during the fourth quarter, according to a February 17, 2026, SEC filing. What happened According to an SEC filing published February 17, 2026, Bayberry Capital Partners LP sold its entire 346,000-share stake in Golar LNG (NASDAQ:GLNG) during the fourth quarter. The net position change for the quarter, reflecting the share sale, was $13.98 million. What else to know Top five holdings after the filing: NYSE:LION: $29.76 million (9.6% of AUM) NASDAQ:CHDN: $23.03 million (7.4% of AUM) NYSE:WCC: $21.55 million (6.9% of AUM) NYSE:PRMB: $19.63 million (6.3% of AUM) NYSE:SXT: $19.47 million (6.3% of AUM) As of Thursday, shares of Golar LNG were priced at $44.80, up 32% over the past year and far outperforming the S&P 500’s roughly 21% gain in the same period. Company overview Metric Value Price (as of Thursday) $44.80 Market capitalization $4.6 billion Revenue (TTM) $393.52 million Net income (TTM) $65.68 million Company snapshot Golar LNG designs, builds, owns, and operates marine infrastructure for LNG liquefaction and regasification, including LNG carriers, floating liquefaction (FLNG) vessels, and floating storage regasification units (FSRUs). The firm generates revenue through operation and chartering of LNG shipping and FLNG assets. It serves a global client base in the energy sector, including utilities and industrial customers seeking LNG transportation and infrastructure solutions. Golar LNG Limited is a leading provider of floating LNG infrastructure, with a business model centered on the operation and charter of LNG carriers, FLNG vessels, and FSRUs. The company levera...
Key Points Robinhood stock now has a market cap of $100 billion and is up more than 400% in the past year. It's growing revenue per existing customer at a rapid rate. The stock's future performance will depend on how the broad market performs in the next five years. 10 stocks we like better than Robinhood Markets › Robinhood Markets (NASDAQ: HOOD) is now one of the largest financial services compa...
Key Points Robinhood stock now has a market cap of $100 billion and is up more than 400% in the past year. It's growing revenue per existing customer at a rapid rate. The stock's future performance will depend on how the broad market performs in the next five years. 10 stocks we like better than Robinhood Markets › Robinhood Markets (NASDAQ: HOOD) is now one of the largest financial services companies in the world. Saying that a decade ago would have sounded absurd. Yet, today, the discount broker focused on mobile trading has a market cap of $108 billion, closing in on rivals such as Charles Schwab and some of the large legacy banks. Its stock is up an astounding 440% in the past 12 months. With an easy-to-use application, growing features, and robust cashback offerings, Robinhood is seeing a surge in net deposits for its brokerage and financial services offerings. But what sort of opportunities does Robinhood still have left? Let's try to project where Robinhood stock will be in five years, and whether it is a buy today. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Increased user penetration If you look at Robinhood's growth in total funded customers, it may not seem like a hypergrowth company. During the 2021 stock market run, the broker peaked at in between 22 million and 23 million customers. In 2022 and 2023, its level of customers did not grow along with the bear market for stocks. Today, total customers have begun to move higher again -- hitting 26.5 million in the second quarter -- but the number isn't much higher than what it was 2021. However, it isn't Robinhood's total number of customers that is driving financial growth, but growing penetration for financial services from existing users. Robinhood's total assets on the platform have grown from just $100 billion at the peak in 2021 to $300 billion last month, meaning that deposits per customer have grown quickly in ...
The Nasdaq 100 (^NDX) is packed with high-growth companies, and while the market is competitive, some are pulling ahead. A handful of standout businesses are continuing to scale, delivering strong financials and market leadership. Finding the best companies in the Nasdaq 100 isn’t always obvious, and that’s why we started StockStory. Keeping that in mind, here are three Nasdaq 100 stocks that have...
The Nasdaq 100 (^NDX) is packed with high-growth companies, and while the market is competitive, some are pulling ahead. A handful of standout businesses are continuing to scale, delivering strong financials and market leadership. Finding the best companies in the Nasdaq 100 isn’t always obvious, and that’s why we started StockStory. Keeping that in mind, here are three Nasdaq 100 stocks that have huge potential. Applied Materials (AMAT) Market Cap: $278.6 billion Founded in 1967 as the first company to develop tools for other businesses in the semiconductor industry, Applied Materials (NASDAQ:AMAT) is the largest provider of semiconductor wafer fabrication equipment. Why Are We Fans of AMAT? Highly efficient business model is illustrated by its impressive 28.7% operating margin AMAT is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders Stellar returns on capital showcase management’s ability to surface highly profitable business ventures At $346.50 per share, Applied Materials trades at 28.7x forward P/E. Is now a good time to buy? Find out in our full research report, it’s free. Seagate (STX) Market Cap: $86.47 billion One of two remaining major hard drive manufacturers after decades of industry consolidation, Seagate (NASDAQ:STX) manufactures hard disk drives and solid state drives that store data in data centers, cloud systems, and consumer devices. Why Do We Like STX? Annual revenue growth of 24.7% over the last two years was superb and indicates its market share increased during this cycle Demand will likely accelerate over the next 12 months as its forecasted revenue growth of 28.2% is above its two-year trend Operating margin increased by 8 percentage points over the last five years as it refined its cost structure Seagate’s stock price of $382.00 implies a valuation ratio of 23x forward P/E. Is now the time to initiate a position? See for yourself in our full research report, it’s free. Alphabet (...