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 (...

以军称对黎真主党发动新一轮空袭 2026-03-12 23:31:06 来源： 同花顺7x24快讯 分享 当地时间3月12日傍晚，以色列国防军宣布，以色列空军已开始对位于黎巴嫩首都贝鲁特的黎真主党基础设施发动新一轮空袭。(央视新闻)

NVIDIA (NASDAQ:NVDA - Get Free Report)'s stock had its "overweight" rating restated by equities research analysts at Cantor Fitzgerald in a report released on Thursday,Benzinga reports. They currently have a $300.00 price target on the computer hardware maker's stock. Cantor Fitzgerald's price objective suggests a potential upside of 64.33% from the stock's current price. Other equities research analysts also recently issued reports about the company. The Goldman Sachs Group set a $250.00 price target on NVIDIA and gave the stock a "buy" rating in a report on Wednesday, February 25th. JPMorgan Chase & Co. upped their price objective on NVIDIA from $250.00 to $265.00 and gave the company an "overweight" rating in a research report on Thursday, February 26th. Needham & Company LLC reiterated a "buy" rating and issued a $240.00 target price on shares of NVIDIA in a research note on Thursday, February 26th. DZ Bank reiterated a "buy" rating on shares of NVIDIA in a research report on Thursday, November 20th. Finally, Morgan Stanley set a $260.00 price target on shares of NVIDIA in a report on Monday, March 2nd. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Buy" and an average target price of $273.64. Get NVIDIA alerts: Sign Up View Our Latest Stock Analysis on NVDA NVIDIA Trading Down 1.9% Shares of NVIDIA stock traded down $3.47 during trading on Thursday, hitting $182.56. The stock had a trading volume of 51,633,939 shares, compared to its average volume of 177,790,578. NVIDIA has a 12 month low of $86.62 and a 12 month high of $212.19. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The firm's fifty day simple moving average is $185.59 and its 200-day simple moving average is $184.07. The stock has a market cap of $4.44 trillion, ...

It has been about a month since the last earnings report for Blackbaud (BLKB). Shares have lost about 10.6% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Blackbaud due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Blackbaud, Inc. before we dive into how investors and analysts have reacted as of late. Blackbaud's Q4 Earnings Beat Estimates Blackbaud reported fourth-quarter 2025 non-GAAP earnings per share (EPS) of $1.19, which surpassed the Zacks Consensus Estimate by 3.5%. The bottom line increased around 11.2% year over year. For 2025, the company reported non-GAAP EPS of $4.45 compared to $4.06 in 2024. Total revenues decreased 2.3% year over year to $295.3 million. This was due to the divestiture of EVERFI. The top line surpassed the Zacks Consensus Estimate by 0.5%. For 2025, the company reported total revenues of $1.13 billion, down 2.3% year over year. Blackbaud’s performance in 2025 underscored the strength of its multi-year strategy to expand market leadership while delivering solid financial results. The company achieved the Rule of 40 milestone two years ahead of schedule, reflecting disciplined execution of its strategic and operational priorities. The company maintained an active share repurchase program, buying back approximately 8% of its outstanding common stock in 2025. For 2026, management expressed strong confidence in its long-term vision and execution capabilities. With mission-critical solutions increasingly enhanced by AI, Blackbaud believes it is well-positioned to capitalize on the next wave of technological innovation in partnership with its customers. GAAP recurring revenue declined 1.8% to $290.8 million, primarily due to the divestiture of EVERFI, accounting for 98.5% of total revenue. Non-GAAP organic revenues were...

It has been about a month since the last earnings report for Astera Labs, Inc. (ALAB). Shares have lost about 13.2% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Astera Labs, Inc. due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Astera Labs Q4 Earnings Beat Estimates, Revenues Rise Y/Y Astera Labs reported fourth-quarter 2025 non-GAAP earnings of 58 cents per share, surpassing the Zacks Consensus Estimate by 12.75%. The company reported earnings of 37 cents per share in the year-ago quarter. Net revenues surged 91.8% year over year to $270.6 million, surpassing the Zacks Consensus Estimate by 8.33%. Growth was driven by new AI platform ramps featuring multiple product families. ALAB’s Operating Details The non-GAAP gross margin was 75.7%, contracting 160 basis points year over year. Research and development expenses surged 65.9% year over year to $93.8 million. Sales and marketing expenses decreased 11.9% year over year to $20.1 million. General and administrative expenses increased 6.8% year over year to $23.6 million. The non-GAAP operating margin was 40.2% compared with 34.3% in the year-ago quarter. ALAB’s Balance Sheet Details As of Dec. 31, 2025, cash and cash equivalents and marketable securities were $1.18 billion compared with $1.13 billion as of Sept. 30, 2025. ALAB’s Q1 Guidance Astera Labs expects first-quarter 2026 revenues between $286 million and $297 million. Non-GAAP gross margin is expected to be roughly 74%. Non-GAAP operating expenses are expected to be between $112 million and $118 million. Earnings are expected to be between 53 cents and 54 cents per share for the first quarter. How Have Estimates Been Moving Since Then? Since the earnings release, investors hav...

It has been about a month since the last earnings report for Astera Labs, Inc. (ALAB). Shares have lost about 13.2% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Astera Labs, Inc. due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Astera Labs Q4 Earnings Beat Estimates, Revenues Rise Y/Y Astera Labs reported fourth-quarter 2025 non-GAAP earnings of 58 cents per share, surpassing the Zacks Consensus Estimate by 12.75%. The company reported earnings of 37 cents per share in the year-ago quarter. Net revenues surged 91.8% year over year to $270.6 million, surpassing the Zacks Consensus Estimate by 8.33%. Growth was driven by new AI platform ramps featuring multiple product families. ALAB’s Operating Details The non-GAAP gross margin was 75.7%, contracting 160 basis points year over year. Research and development expenses surged 65.9% year over year to $93.8 million. Sales and marketing expenses decreased 11.9% year over year to $20.1 million. General and administrative expenses increased 6.8% year over year to $23.6 million. The non-GAAP operating margin was 40.2% compared with 34.3% in the year-ago quarter. ALAB’s Balance Sheet Details As of Dec. 31, 2025, cash and cash equivalents and marketable securities were $1.18 billion compared with $1.13 billion as of Sept. 30, 2025. ALAB’s Q1 Guidance Astera Labs expects first-quarter 2026 revenues between $286 million and $297 million. Non-GAAP gross margin is expected to be roughly 74%. Non-GAAP operating expenses are expected to be between $112 million and $118 million. Earnings are expected to be between 53 cents and 54 cents per share for the first quarter. How Have Estimates Been Moving Since Then? Since the earnings release, investors hav...

Why Is Astera Labs, Inc. (ALAB) Down 13.2% Since Last Earnings Report? finance.yahoo.com

财联社3月12日讯（编辑 牛占林） 据央视新闻报道，当地时间周四，伊朗新任最高领袖穆杰塔巴·哈梅内伊在一份通过国家电视台宣读的声明中表示，伊朗将继续采取包括封锁霍尔木兹海峡在内的战略手段，同时对美国在中东地区的军事基地发动攻击。这是他在其父亲遇袭身亡、接任最高领袖后的首次公开表态。 在这份措辞强硬的讲话中，穆杰塔巴表示，美国必须关闭其在中东地区的所有军事基地。他称，位于伊朗沿岸的霍尔木兹海峡应保持关闭状态，以此向“敌人施加压力”。该海峡是全球最重要的能源运输通道之一，约五分之一的全球石油供应需要经由此处运输。 受该消息影响，国际油价短线持续上扬，美国WTI原油向上触及96美元/桶，日内涨8.55%；布伦特原油涨9.44%，报100.662美元/桶。此前由于特朗普表示战争即将结束，油价一度回落。 在声明中，穆杰塔巴表示，德黑兰相信与邻国的“友谊”，并强调其国家仅针对这些国家的美军基地，并建议邻国尽快关闭美军基地。“我们与这15个邻国关系良好。…我们只针对这些军事基地，我们将继续，必须继续。” 穆杰塔巴警告美国和以色列必须为其行为支付“赔偿”。“我们会向敌人索要赔偿。如果我们无法从敌人那里获得赔偿，我们将摧毁他们同等的财产。” 他还向伊朗军队及“抵抗阵线”武装力量表示感谢，穆杰塔巴特别提到也门的胡塞武装、黎巴嫩真主党以及亲伊朗的伊拉克抵抗运动，表示伊朗视他们为“最好的朋友”，呼吁这些组织继续战斗。 穆杰塔巴在讲话中对他的父亲阿里·哈梅内伊的去世表示哀悼，并称继任这一职位责任重大。他表示，伊朗革命领导层的一大传统是依靠人民力量，强调人民在国家治理和战争时期的重要作用。 周四早些时候，伊拉克一处港口的两艘油轮在遭到疑似伊朗装载爆炸物的快艇袭击后起火燃烧。这一轮袭击标志着局势进一步升级，也导致中东石油供应进一步受阻，并直接挑战了美国总统特朗普此前关于战争已经取得胜利的说法。 这场战争始于2月底美国和以色列针对伊朗发动的轰炸行动。迄今为止，冲突已造成至少2000人死亡，并导致国际能源署(IEA)所称的“历史上最大规模的全球能源供应中断”。 穆杰塔巴的言论强化了伊朗此前发出的信号：其当前策略是施加长期经济冲击，迫使特朗普退让。伊朗军方发言人周三表示，世界应为每桶200美元的油价做好准备。 ING分析师表示：“要看到油价持续下跌，唯一的办法就是让石油通过霍尔木兹海峡流通。如果不能做...

以军空袭黎巴嫩大学一校区 致2死多伤 2026-03-12 23:30:00 来源： 同花顺7x24快讯 分享 总台记者当地时间12日从黎巴嫩方面获悉，以色列国防军当天下午空袭黎巴嫩大学哈达斯校区理学院，造成理学院院长侯赛因.巴齐和一名教授身亡，多人受伤。(央视新闻)

primeimages/iStock via Getty Images The war in Iran has roiled the outlook for financial markets and the global economy, but commodities are clearly benefiting from the turmoil as prices rise for energy and other raw materials. The shift in leadership for the major asset classes has turned sharply in favor of a broad measure of commodities, based on a set of ETFs through yesterday’s close (Mar. 11). The WisdomTree Enhanced Commodity Strategy Fund ( GCC ) is up 15.3% year to date, far ahead of the rest of the field. Running at a distant second place this year: foreign stocks in developed countries ex-US ( VEA ), which is up 5.4% in 2026. VEA had been the year’s top performer, but in line with equities just about everywhere, the war has triggered selling in risk assets. To date the retreat has been moderate, but the extent of the damage to the risk appetite remains unclear as long as the war continues. Commodities are the exception. Energy is the main beneficiary of the fighting, which has disrupted oil exports from the Gulf region. The interruption of energy flows has spilled over into other areas that are affecting supply chains in some agricultural sectors , for example. Various metals are also in the crosshairs. “The Gulf is a major supplier of aluminum, and disruptions could tighten supply chains for advanced manufacturing,” said Tony Pelli, practice director of supply chain security and resilience at BSI Consulting, a global risk management firm. “Aluminum prices are already rising, and further disruption could increase input costs for automotive, aerospace, and construction manufacturing in the US and Europe.” Soaring energy prices will likely fall once the war ends, but as of this writing, the odds still appear low that the conflict will cease in the immediate future. Meanwhile, energy markets continue to price in a worst-case scenario. Oil prices rose in early trading on Thursday despite a coordinated announcement the day before from world leaders to release ...

When Max Brodeur-Urbas co-founded Gumloop in mid-2023, his vision was to help non-technical employees automate repetitive tasks using AI. At that time, the concept of AI agents was still largely experimental and prone to errors. As AI technology has matured, so has Gumloop’s offering. The company claims that it now allows teams at organizations like Shopify, Ramp, Gusto, Samsara, Instacart, and Opendoor to deploy reliable AI agents that autonomously handle complex, multi-step tasks, all without ever needing an engineer. Employees can share the agents they build with colleagues, creating a compounding effect that accelerates internal automation. “They get addicted, they start building more agents, and then all of a sudden, the whole company is AI native,” Brodeur-Urbas told TechCrunch. As companies race to adopt AI, Benchmark general partner Everett Randle believes the key to success lies in empowering every worker with AI superpowers, and Gumloop’s intuitive agent-builder is an example of the kind of tool that will unlock that potential. That’s why Randle, who joined Benchmark last October from Kleiner Perkins, chose to lead a $50 million Series B investment into Gumloop. The deal, which is Randle’s first at his new firm, included participation from Nexus VP, First Round Capital, Y Combinator, Box Group, The Cannon Project, and Shopify. Though Gumloop wasn’t actively seeking new capital, the startup decided this was the year to “step on the gas.” For Brodeur-Urbas, partnering with Benchmark—the firm behind icons like eBay, Uber, and Dropbox—was a “no-brainer.” Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your next round. Your next hire. Your next breakout opportunity. Find it at TechCrunch Disrupt 2026, where 10,000+ founders, investors, and tech leaders gather for three days of 250+ tactical sessions, powerful introductions, and market-defining innovation. Register now to save up to $400. Save up to $300 or 30% to TechCrunch Founder Summit 1,0...

Posts from this author will be added to your daily email digest and your homepage feed. This is Lowpass by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for The Verge subscribers once a week. “It is a pretty rough time for the game industry.” Meta Reality Labs director of games Chris Pruett did not mince words when he returned to GDC for his annual talk on the state of VR gaming this week. “I have been in the industry for almost 30 years at this point,” he said. ”This is the roughest period I have ever seen.” “It’s rough for everybody,” Pruett said. “It’s rough for VR. We are not immune.” Pruett made these remarks two months after Meta cut more than 1,000 VR-related jobs and significantly cut back on first-party game development. “We shut down several of our studios,” Pruett acknowledged. “And make no mistake: Those were top-class studios.” Meta’s significant cutbacks have led to unease among VR developers, especially since many third-party studios have had layoffs of their own. Granted, revenue in the Quest store was still up slightly in 2025, according to Pruett. However, much of the medium’s growth has been driven by free-to-play titles like GorillaTag and UG, which are popular with young teens with little disposable income. Even older hardcore VR gamers “are not spending as much as they used to,” Pruett admitted. However, he did have a message of hope for desperate VR developers: Those GorillaTag players won’t stay 14 forever. “As you grow older, start to become an adult, you are looking for things that are more challenging to you,” Pruett said. At the same time, these players likely won’t give up on VR altogether. “They have been playing it since they were 12,” Pruett said. They’re used to a different kind of gameplay with a bigger emphasis on social interaction, and also a lot less prone to motion sickness than older players. “We’ve never had young adults that were VR native,” Pruett said. And while ...

In From The Cold Already: Putin Envoy Met With US Team On Energy Markets Crisis With the globe's attention focused on the now almost two week long ongoing Iran war, Moscow is busy in the sidelines making strides to improve bilateral relations with the United States , while demonstrating how vital Russia is to global energy markets. Kirill Dmitriev, Putin's directly appointed special envoy, held a meeting in the US "with the heads of the working group on economic cooperation between Russia and the United States," according to his Telegram statement and fresh reporting in Bloomberg. Dmitriev and US officials discussed "promising projects that could contribute to the restoration of Russian-American relations , as well as the current crisis in global energy markets" - according to the top Kremlin official's statement. More to come as the world recognizes Russia as a must-have supplier of energy. https://t.co/YnIlEhm25b — Kirill Dmitriev (@kadmitriev) March 6, 2026 The US-Russia meeting comes on the heels of Washington having declared a temporary ease in targeted energy sanctions earlier in the Iran conflict, allowing India to buy Russian oil currently stranded at sea. The US Treasury Department Secretary described the one-month waiver as a "deliberate short-term measure" to allow oil to keep flowing in the global market, in an effort to free up millions of barrels of oil and gas stuck in transit near the Strait of Hormuz. The ongoing blockage of the strait impacts nearly half of all Indian oil and gas imports. Meanwhile, overnight Reuters has reported that " Iran has laid about a dozen mines in Strait of Hormuz , sources say." Amid the energy market mayhem and deep uncertainly, Dmitriev is offering Russia as a key partner in stabilizing the energy crisis: "Many countries, especially the United States, are beginning to better understand the key, systemically important role of Russian oil and gas in ensuring global economic stability , as well as the ineffectiveness and d...

美国电动汽车制造商Rivian将于今年春季开始交付价格更亲民的R2系列SUV——R2Performance，首发套餐起售价为57,990美元。此外，R2Standard也将于2027年底上市，续航里程超过275英里，售价4.5万美元。Rivian希望扩大其客户群，并与特斯拉（TSLA）最畅销的Model Y一较高下。

imaginima/iStock via Getty Images RWE ( RWEOY ) +3.8% in European trading Thursday after saying it expects to invest around half of its €35B ($40.4B) spending plan over the next five years on U.S. power assets, including new gas-fired power plants, as it seeks to capitalize on growing energy demand from data centers. The German power producer said it will focus on 15 gas generation projects in Texas, Arizona and parts of the Midwest, while also further expanding its portfolio of wind and solar power, as well as battery storage facilities, according to its full-year results. " The USA remains our most important growth market, not least due to the rapidly growing demand for electricity," RWE ( RWEOY ) CEO Markus Krebber said. "We are further strengthening our position with the addition of flexible gas-fired power plants." RWE ( RWEOY ) also said it plans to spend €9B by 2031 in gas plants and batteries in its home market Germany, as well as €7B in onshore and solar in European core markets and Australia, plus €2B in offshore wind. The company said it expects the spending plan to drive average adjusted earnings per share growth of 12% annually over the next five years, with adjusted earnings rising to €4.40 in 2031 from €2.48 in 2025, and translating into 10% annual increases in its dividend, which was €1.20 for 2025. U.S. spending would take its installed capacity in the country to 22 GW by 2031 from 13 GW currently, the company said. For 2025, RWE ( RWEOY ) said ⁠ full-year results showed core profit fell 10% to €5.1B but still topped the €4.9B analyst consensus in a company-provided poll. More on RWE RWE Q4 2025 Earnings Call Presentation RWE: Overvaluation Getting Dangerous After Q2 Seeking Alpha’s Quant Rating on RWE

格隆汇3月12日｜Lululemon创办人及主要股东Chip Wilson发表公开信，警告称物色新任CEO未必能解决公司面临的深层问题，并批评现任管理层的投资策略及过度依赖大幅折扣促销。在董事会未出现实质改变之前，新CEO要取得成功或将面对长期困难。

Sundry Photography Rivian Automotive ( RIVN ) formally introduced its R2 mid-size electric SUV on Thursday. The electric vehicle maker said R2 deliveries will start this spring, beginning with the R2 Performance with Launch Package (starting at $57,990), followed by additional premium configurations in late 2026 and standard configurations in 2027 with a starting price of $46,495. The R2 lineup will offer up to 656 horsepower, 0–60 mph in as quick as 3.6 seconds, while offering a Rivian-estimated range of up to 345 miles. Standard features will include a native NACS charging port and Autonomy+ hardware. "R2 embodies so many of our learnings that we have accumulated—the passion and attention to detail from our team is visible everywhere," highlighted Rivian ( RIVN ) CEO RJ Scaringe. Benchmark Capital sees the R2 launch as a positive for Rivian ( RIVN ). "We view the event as an important demand signal and proof point for manufacturing execution," updated analyst Mickey Legg. In Car and Driver's review of the R2, the model was noted to have more rear-seat space than rivals such as the Ford ( F ) Mustang Mach-E and the Tesla ( TSLA ) Model Y. The model was also said to have reasonable off-roading abilities. Rivian ( RIVN ) plans to show off the model at the SXSW festival in Austin, Texas, today. Shares of Rivian ( RIVN ) were down 3.5% in late morning trading. More on Rivian Rivian: R2 Launch And Technology Advances Create A Long-Term Opportunity Rivian Automotive, Inc. (RIVN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Rivian Automotive, Inc. (RIVN) Presents at J.P. Morgan 2026 Global Leveraged Finance Conference Transcript Rivian AI robotics spinoff Mind Robotics is valued at $2B in a new funding round Rivian gains new bull at TD Cowen on upbeat R2 outlook

国际海事组织在一份声明中表示，将于3月18日至19日召开理事会特别会议。 报告称，特别会议将讨论阿拉伯海、阿曼海和海湾地区，特别是霍尔木兹海峡及其周边地区的局势对航运和海员的影响。 本次特别会议是应一些理事会成员的请求召开的。 责任编辑：丁文武

Image source: The Motley Fool. Thursday, March 12, 2026 at 10 a.m. ET CALL PARTICIPANTS Executive Chairman — Edward Stack President and Chief Executive Officer — Lauren Hobart Chief Financial Officer — Navdeep Gupta TAKEAWAYS Consolidated Net Sales -- $17.22 billion for the year, up 28.1%, driven by a $3.11 billion partial-year contribution from Foot Locker (NYSE: FL) and 4.5% comparable sales growth in the DICK'S DKS +0.69% ) -- $17.22 billion for the year, up 28.1%, driven by a $3.11 billion partial-year contribution from (NYSE: FL) and 4.5% comparable sales growth in the DICK'S Standalone Full-Year Sales -- $14.1 billion, with comps up 4.5% and both average ticket (+4.2%) and transactions (+0.3%) posting gains. -- $14.1 billion, with comps up 4.5% and both average ticket (+4.2%) and transactions (+0.3%) posting gains. DICK'S Full-Year Non-GAAP EPS -- $14.58, an increase of 3.8% on a share count of 81.2 million, exceeding the high end of guidance. -- $14.58, an increase of 3.8% on a share count of 81.2 million, exceeding the high end of guidance. Foot Locker Pro Forma Q4 Comp Sales -- Down 3.4%, improved versus prior expectations of a mid- to high-single-digit decline. -- Down 3.4%, improved versus prior expectations of a mid- to high-single-digit decline. Foot Locker Inventory Optimization -- Inventory cleanout described as "done," enabling a return to margin expansion and positioning for 1%-3% comp growth in 2026, with pilot Fast Break stores showing "very strong positive comps" and significant gross margin improvement. -- Inventory cleanout described as "done," enabling a return to margin expansion and positioning for 1%-3% comp growth in 2026, with pilot Fast Break stores showing "very strong positive comps" and significant gross margin improvement. DICK'S Q4 Comp Sales -- Up 3.1%, building on the prior year's 6.6% growth and reaching a two-year comp stack near 10%. -- Up 3.1%, building on the prior year's 6.6% growth and reaching a two-year comp stack near 10...

格隆汇3月12日｜白宫新闻秘书莱维特：美国正考虑在一段有限时间内豁免《琼斯法案》。

Guido Mieth/DigitalVision via Getty Images Since my portfolio is mostly growth-oriented, it needs to be balanced out a little bit. Thus, I have been searching for high-yield opportunities recently, and FS KKR Capital's ( FSK ) forward dividend yield of 18% looked very tempting at the surface. However, I found out that this yield is not safe after delving into fundamentals. Based on my analysis, the company's financial performance has been deteriorating over the last several quarters. Moreover, there are a few notable headwinds on the horizon. On the other hand, FSK might still be highly interesting for income investors because the yield will remain quite attractive even if there is a dividend trim. In addition, FSK's current share price is also significantly lower than the value of its net assets. Therefore, it appears that positives and negatives approximately outweigh each other. All in all, I believe that FSK is a "Hold" in the current environment. FSK's deteriorating performance FSK is one of the largest business development companies in the U.S. FSK focuses on providing customized credit solutions to private middle market companies in the U.S. The company's portfolio mostly consists of senior secured debt, which is quite a defensive positioning thanks to tangible collateral. Other important businesses are asset-based finance and a JV vehicle called Credit Opportunities Partners JV. IR As the above screenshot demonstrates, approximately 88% of FSK's portfolio is represented by floating-rate instruments. This is an important part as it means that the Fed's monetary policy directly affects the business. In theory, higher rates are better for FSK as yields and NII [net investment income] usually rise when Federal funds rates go up. But in practice, higher rates for longer undermine the financial health of FSK's borrowers. Interest coverage deteriorates due to more expensive loans, which leads to rising nonaccruals and defaults. According to a few previous quarters,...

koto_feja Goldman Sachs has raised its estimated risk of a U.S. recession over the next 12 months by five percentage points to 25%, citing the expected stagflationary fallout from the war with Iran amid its impact on oil ( CO1:COM ) ( CL1:COM ) prices. Recession odds were also on the rise across prediction markets. Goldman Sachs Research analyst Manuel Abecasis said the main transmission channel from the conflict to the U.S. economy is oil prices. The firm’s commodity strategists now expect Brent crude to average $98 per barrel in March and April—up 40% from the 2025 average—before declining to $71 by the fourth quarter of 2026. In an upside risk scenario where oil flows through the Strait of Hormuz are disrupted for one month, Brent could average $110 in March and April before gradually falling to $76 by late 2026. The bank has revised its inflation and growth forecasts accordingly. Goldman now projects year-over-year headline Personal Consumption Expenditures (PCE) inflation of 2.9% in December 2026, up 0.8 percentage points from its previous estimate. Core PCE inflation, the Federal Reserve's preferred inflation gauge, is forecast at 2.4%, an increase of 0.2 percentage points. Amid fresh stagflation fears as the war drags on, the firm has also lowered its fourth-quarter GDP growth forecast by 0.3 percentage points to 2.2%, with the unemployment rate now expected to peak at 4.6%, up from 4.4% in February. According to Abecasis, a sustained 10% increase in oil prices typically boosts headline and core PCE inflation by 0.2 and 0.04 percentage points, respectively, while reducing GDP growth by around 0.1 percentage points. The growth impact from a temporary price spike is roughly half as large. Drawing on historical analysis, the firm noted that while past conflicts have sometimes caused prolonged oil price spikes, their impact on financial conditions has typically been more limited. Geopolitical risk also affects hiring and investment beyond what oil prices and fina...