Southern Co. (SO) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this power company have returned +5.4%, compared to the Zacks S&P 500 composite's +4.3% change. During this period, the Zacks Utility - Electric Power industry, which Southern Co. falls in, has gained 5.2%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings Estimates Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For the current quarter, Southern Co. is expected to post earnings of $0.51 per share, indicating a change of -20.3% from the year-ago quarter. The Zacks Consensus Estimate has changed +1.2% over the last 30 days. The consensus earnings estimate of $4.05 for the current fiscal year indicates a year-over-year change of +11%. This estimate has changed -0.3% over the last 30 days. For the next fiscal year, the consensus earnings estimate of ...

Nike (NKE) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this athletic apparel maker have returned -8.4% over the past month versus the Zacks S&P 500 composite's +1% change. The Zacks Shoes and Retail Apparel industry, to which Nike belongs, has lost 7.3% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings Estimates Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. For the current quarter, Nike is expected to post earnings of $0.64 per share, indicating a change of -37.9% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.2% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $2.75 points to a change of -30.4% from the prior year. Over the last 30 days, this estimate has changed +0.1%. For the next fiscal year, the consensus earnin...

MasterCard (MA) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this processor of debit and credit card payments have returned -1.8% over the past month versus the Zacks S&P 500 composite's +4.6% change. The Zacks Financial Transaction Services industry, to which MasterCard belongs, has gained 0.9% over this period. Now the key question is: Where could the stock be headed in the near term? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Earnings Estimate Revisions Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For the current quarter, MasterCard is expected to post earnings of $3.50 per share, indicating a change of +21.1% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.3% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $14.22 points to a change of +16% from the prior year. Over the last 30 days, this estimate has changed -0.1%. For the nex...

Sunday Inc. has raised $165 million to build a dream robot for any household: a friendly looking machine capable of performing tasks like clearing a dinner table, doing laundry and loading a dishwasher. The company reached a $1.15 billion valuation in the Series B funding round, which was led by Coatue Management. Bain Capital Ventures, Tiger Global, Benchmark and Conviction Partners also participated in the deal. Sunday, which emerged from stealth last November, is betting that it can use AI to succeed in making a functional home robot, where many other companies over the decades have failed. So far, the idea has been mostly relegated to the realm of science fiction. But the company aims to launch a testing program that would place its machines in real homes by the end of this year, said Chief Executive Officer Tony Zhao. “In order for us to reach the milestone that we want for this year, which is deploying these robots to real places for our beta testers, as well as keep making scientific progress, we think we need more money,” Zhao said. There are about 1,000 people on the waitlist to test the robot, which is called Memo. Memo runs on wheels and slides up and down a central column to change its height. The company is using artificial intelligence technology to help the robots perform tasks effectively. In order to collect enough training data, one of the biggest bottlenecks to building useful robots, Sunday learns from people performing actual chores. People wearing a proprietary glove in the shape of Memo’s hand are asked to complete the tasks it wants the robot to learn. “We essentially have this huge fleet of what we call memory developers or data collectors, that are collecting proprietary data for us that we use to train our proprietary model, that we deploy to the robots onboard to control how the robot moves,” Zhao said. That’s why Sunday’s next step is to test its robot in real homes. The company will use the data it collects in homes to fine-tune its rob...

JD.com, Inc. (JD) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this company have returned -0.6% over the past month versus the Zacks S&P 500 composite's -2.3% change. The Zacks Internet - Commerce industry, to which JD.com belongs, has gained 0.1% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate Revisions Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. For the current quarter, JD.com is expected to post earnings of $0.15 per share, indicating a change of -87.1% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days. The consensus earnings estimate of $2.71 for the current fiscal year indicates a year-over-year change of +6.3%. This estimate has changed -5.3% over the last 30 days. For the next fiscal year, the consensus earnings estimat...

Welcome to Next Africa, a daily newsletter on where the continent stands now — and where it’s headed. Sign up here to have it delivered to your email. In today’s edition, we look at a new monopoly in Nigeria as well as: Assets among those worst-hit by the Middle East war Plans for a new power plant in Kenya And Senegal’s race to prepare for an Olympic event He Wins, Again Africa’s richest man got what he wanted. When his $20 billion refinery began operations in 2024, Aliko Dangote pressured Nigeria’s government to halt fuel imports — fighting with watchdogs, traders and the state oil company. This week, the regulator froze import permits for gasoline , shutting a supply line in a major win for the billionaire amid war in the Middle East that’s disrupted global energy logistics. Dangote marketed his Lagos refinery as critical to ending the paradox of Africa’s top crude producer having to import gasoline. At this moment of global volatility, it’s poised to offer a buffer against external shocks at higher returns. But the suspension of imports has also stripped Nigerians of options. The move hands Dangote control of Nigeria’s fuel market. Data from the oil marketers’ association whose members ship fuels — and are now sidelined — show prices for his petroleum products are higher than imported alternatives. Nigerians will now buy only from him, and will do this at a premium. For critics, it echoes the cement industry, where import restrictions helped Dangote build the vast wealth that propelled him to the top of Africa’s rich list. The specter of monopoly power — an allegation he disputes because he insists the regulator is still allowing cheap imports — has returned. It’s a huge gamble for the country: The refinery is still ramping up and operating at about 78% capacity . The plant supplied 64% of Nigeria’s gasoline requirement last month, leaving a daily deficit of 20 million liters (5.3 million gallons) that imported stocks covered, underscoring the risks. At issue is...

Hong Kong's Victoria Harbour. Yaorusheng | Moment | Getty Images As the Iran war rocks Dubai's safe-haven image , Hong Kong's expanding tax incentives for family offices may attract wealthy individuals reconsidering their Middle East exposure, lawyers and consultants told Inside Wealth. "We're seeing a lot more interest in Hong Kong. This interest, especially in the last two weeks, has shot through the roof," said Gaven Cheong, partner and fund formation lawyer at Charles Russell Speechlys. Cheong, who is based in Hong Kong, said he has conversations on a near-daily basis with families who are considering setting up family offices in Hong Kong, including those who previously left the region. In late February, the Hong Kong government proposed several new tax incentives for single-family offices, family-owned investment holding vehicles and investment funds. One of the most notable proposals would extend tax breaks on gold, cryptocurrencies, private credit and overseas real estate, among other assets. Hong Kong's Financial Secretary, Paul Chan, said the legislation will be submitted by June. In 2023, Hong Kong introduced tax concessions for family offices with the aim of luring wealthy investors back to the region after 2019 protests prompted a wealth exodus . An estimated 4,200 millionaires left Hong Kong that year alone, according to investment migration consultancy Henley & Partners. Many mainland Chinese families chose to move their firms from Hong Kong to Singapore for its political neutrality, tax-friendly regime and independent courts, according to Singapore-based lawyer Edmund Leow. Between 2020 and 2024, Singapore's family office population surged from 400 to more than 2,000, according to the Monetary Authority of Singapore. "There was a mad rush to set up family offices in Singapore, and Hong Kong realized they needed to do something otherwise a lot of their families would shift," said Leow, senior partner in Dentons Rodyk's corporate practice group. Get In...

CAI-backed IPX debuts with 4.4 GW solar and 8.8 GWh storage portfolio MILL VALLEY, Calif., March 12, 2026 /PRNewswire/ -- Climate Adaptive Infrastructure ("CAI") announced the formation of IPX Power, an independent power producer that develops, owns, and operates some of the largest clean energy resources in the U.S. IPX was carved out from Intersect Power following the sale of Intersect to Google, which closed on March 10, 2026. IPX owns a large portfolio of clean energy assets serving utilities and other customers across California and Texas, including 4.4 GW of solar PV and 8.8 GWh of battery storage in construction or operation. Within the portfolio, IPX is constructing one of the largest battery energy storage systems in the world. The team has multiple gigawatts of additional solar and battery storage across several projects in various stages of development. IPX will continue to be supported by CAI, one of the Founding Investors in Intersect Power, and other existing investors, including TPG Rise Climate and Greenbelt Capital Partners. David L. Brochu, an accomplished industry CEO and former senior advisor for Intersect, has been appointed Chief Executive Officer. "I am incredibly proud to stand alongside this world-class organization, whose grit and expertise have created a true powerhouse in the energy sector," said David Brochu, IPX Power CEO. "Building on this foundation, we are on track to construct and bring to operation billions of dollars in new assets, including the world's largest battery energy storage system, and gigawatts of new generation." In addition to Brochu, the leadership team comprises seasoned executives from Intersect, including Chief Financial Officer Nick Pape, Chief Commercial Officer Todd Johansen, and Chief Operating Officer John K. Martinez. "As a founding investor in Intersect Power, we are excited to participate in this next chapter of the evolution of this team and its critical work to deliver some of the most important energy i...

MT. LAUREL, N.J., March 12, 2026 /PRNewswire/ -- Runpod, the platform that empowers developers to build and run custom AI systems at scale, today announced its first State of AI Report. Built on anonymized platform traffic and GPU utilization data, the report provides a ground-level view of how AI is being used in production across 183 countries, moving beyond industry hype to reveal the infrastructure patterns defining the current era. Runpod (PRNewsfoto/Runpod) The report highlights a significant shift in the open-source landscape, noting that Alibaba's Qwen has overtaken Meta's Llama as the most widely deployed self-hosted Large Language Model (LLM) on the platform. Additionally, the data indicates that the market is prioritizing efficiency and modularity; nearly 70% of image workflows now run through ComfyUI, and video upscaling workloads outpace raw generation by a 2:1 ratio. "This report isn't a survey of what people say they're using; it's an aggregated record of what is being used to generate revenue – and the patterns we're seeing are much more nuanced." said Brennen Smith, CTO at Runpod. "The market is pragmatic, optimizing for performance per dollar and inference latency. As AI transitions from experimental to essential infrastructure in verticals like HealthTech and FinTech, we're seeing a massive diversification in use cases ranging from protein structure prediction to robotics kinematics to real-time coding assistants." Key Findings from Runpod's State of AI Report Include: The Rise of Qwen: Qwen has emerged as the dominant open-source LLM, while the ecosystem has been slower to migrate to Llama 4, which currently sees minimal production adoption compared to version 3.x. Blackwell Acceleration: Nvidia B200 usage scaled 25x in 2025. Supply for the Blackwell architecture is projected to nearly quadruple by mid-2026. Video Strategy: 70% of video generation endpoints incorporate upscaling or enhancement, revealing a "draft then refine" strategy where users...

GROSSE POINTE FARMS, Mich., March 12, 2026 (GLOBE NEWSWIRE) -- Saga Communications, Inc. (Nasdaq - SGA) (the “Company” or “Saga”) today reported that net revenue decreased 9.3% to $26.5 million for the quarter ended December 31, 2025 compared to $29.2 million for the same period last year. Digital revenue increased 25.8% to $4.3 million for the quarter ended December 31, 2025 compared to $3.5 million for the same period last year. Station operating expense decreased 1.9% for the quarter to $22.9 million compared to the same period last year. For the quarter, we had an operating loss of $9.5 million compared to operating income of $1.0 million for the same quarter last year and station operating income (a non-GAAP financial measure) decreased 38.7% to $3.6 million for the quarter ended December 31, 2025. Capital expenditures were $400 thousand for the quarter compared to $600 thousand for the same period last year. We had a net loss of $6.9 million for the quarter compared to net income of $1.3 million for the fourth quarter last year primarily as the result of an impairment charge disclosed below. Diluted loss per share was $1.07 in the fourth quarter of 2025 compared to income per share of $0.20 for the same period last year.

YOKNE’AM ILLIT, Israel, March 12, 2026 (GLOBE NEWSWIRE) -- Wearable Devices Ltd. (Nasdaq: WLDS, WLDSW) (“Wearable Devices” or the “Company”), a technology growth company specializing in artificial intelligence (“AI")-powered touchless sensing wearables, today announced its financial results for the year ended December 31, 2025. The Company reported revenue growth for the year, driven in part by a 28.5% increase in sales of its Mudra Link and Mudra Band products, reflecting growing adoption of its gesture-control technology and continued expansion of its business-to-client (“B2C”) segment. Management Commentary “We are pleased to conclude 2025 with steady momentum in our B2C sector, driven by the Mudra Link and Mudra Band. This performance reflects our growing foothold in the global wearable tech market, a dynamic sector where demand for intuitive, touchless interfaces continues to expand,” said Asher Dahan, Chairman of the board of directors and Chief Executive Officer of Wearable Devices. “Our operational progress is supported by an exceptionally strong financial foundation. Throughout 2025, we raised approximately $24.4 million in gross proceeds from equity offerings, resulting in a cash balance of $18.4 million at year-end. This financial strength is the engine that allows us to scale our B2C activities while investing in the innovation that will define the industry’s future, providing the capital needed to expand our development platform - an initiative we expect to drive significant business-to-business (“B2B”) transactions by making our neural technology easily accessible through AI-driven tools. Throughout the full year of 2025, we achieved a significant milestone with the sustained delivery and commercial availability of the Mudra Link, our universal gesture control wearable, alongside continued revenue from the Mudra Band for Apple Watch. The transition from a pre-order phase to a fully operational commercial model has allowed us to capture steady customer ...

Microsoft Corp. is adding a dedicated health assistant to its Copilot chatbot, joining the ranks of technology companies betting that customers will turn to artificial intelligence tools for medical care. The software company on Thursday launched Copilot Health, a portal and chat tool within its personal chatbot, and invited users in the US to upload their medical history and data from wearable devices. Mustafa Suleyman , Microsoft’s consumer AI chief, said the company hopes to replicate some of the experience of concierge medicine — typically a subscription service that offers additional access to clinicians outside of regular visits. “I imagine very soon there is going to be a medical superintelligence available to everybody at their fingertips, 24 hours a day, providing you that perfect, personalized, synthesized nugget of health information,” Suleyman said in an interview. Health is fast becoming a crowded field for AI as people pepper chatbots with medical questions and companies scramble to enhance those tools to enable them to look for patterns in data and converse with patients about their concerns. Amazon.com Inc. earlier this week rolled out a health chatbot on its website and mobile app, expanding a service previously available to members of its One Medical primary care franchise. OpenAI and Anthropic also have their own health specialist chatbots . Microsoft’s offering, which begins with invitations to some customers, will reside in the company’s consumer Copilot, which is distinct from the features packaged with software for business customers. For individual Copilot users, health data will be segregated from the chatbot’s other conversations, said the Redmond, Washington-based company. The company said it encrypts its customers’ health data, and subjects it to additional safety controls internally. User data in Copilot Health won’t train AI models and people can delete their information at any time. Dominic King, a Microsoft vice president and longtime...

Yuriy T/iStock Editorial via Getty Images Amazon: Time To Regain Control Of The Bullish Narrative? AMZN price chart (long-term, monthly) (TradingView) The markets have spoken, and it seems like Amazon ( AMZN ) has endured a relatively challenging year, as the stock appears to have consolidated within a pretty tight zone (see the yellow box in the above chart). The resulting return over the past year confirms my observation, with AMZN up less than 10%, significantly underperforming the broader Magnificent Seven peers ( MAGS ), and also the S&P 500 ( SPX ) ( SPY ). It's a resounding feedback to Amazon management to perhaps consider reining in its spending commitments, as the market once again frets about the impact on Amazon's return on capital, as unforgettable memories from the spendthrift days of the pandemic bubble have likely been reignited, even though the impetus this time around is markedly different. If you're still not aware, Amazon is clearly in the running to outspend others in the hopes of outmaneuvering its Big Tech peers, even though it may not reflect similar profitability under the hood, due to its lower margin e-commerce retail business model, especially in its international operations (just 3% in operating margin). However, I believe e-commerce has always been strategic to Amazon, and remains a foundational platform from its very beginnings, while also underpinning the start and subsequent development of Amazon Web Services through the present moment. Hence, being able to scale quickly and profitably is a proven model for AWS as it consolidated and built out its clout over time. As a result, the synergies between Amazon’s retail model and how it parlays into AWS’s operating scale may not be exactly clear to investors who couldn't quite fathom the margins bifurcation between the e-commerce business and AWS. However, when you consider that Amazon is now the world’s largest company by revenue, and AWS encompasses just under 18% of its total revenue bas...

SAN JOSE, Calif., March 12, 2026 /PRNewswire/ -- TDengine is pleased to announce a new alliance with Deloitte India, bringing together TDengine's AI-powered data historian with Deloitte India's deep industry expertise and large-scale delivery capabilities. The two companies aim to help customers modernize legacy data architectures, unlock AI-driven operational insights and reduce system complexity and long-term infrastructure costs. TDengine Historian provides a more powerful, affordable and open solution than traditional industrial data historians, combining the high-performance time-series database TDengine TSDB with asset modelling, real-time analytics, visualization and AI-assisted capabilities provided by TDengine IDMP. TDengine is trusted by over 1,000 global customers, including major industrial enterprises such as Siemens, TCG Unitech, Lotus, Mingyang, Sinopec, CNPC, and CATL, with the largest production deployment managing more than 50 million tags continuously for over three years. The platform is widely adopted across multiple industrial sectors, including the manufacturing, energy, utilities and process industries, enabling organizations to efficiently manage large-scale operational data. With proven scalability, TDengine deployments support tens of millions of tags running continuously in production environments, delivering reliable high-performance data ingestion, storage and analytics for mission-critical industrial operations. Deloitte India brings extensive experience delivering mission-critical digital transformation programs for some of the world's most demanding industrial organizations, with deep expertise in industrial data historians and hands-on experience across the utilities, manufacturing, mining and metals, and renewable energy sectors. Through this collaboration, Deloitte India will work with TDengine to help customers design and implement modernization roadmaps, including historian replacement and hybrid transition strategies aligned wi...

asbe/iStock via Getty Images Late last year, when Futu Holdings Limited ( FUTU ) posted third-quarter results , shares immediately fell. The stock had fallen by around 15% before the report, too. By January, FUTU stock traded as high as $188 before forming a downtrend. With Futu shares stuck in a trading range at around $150 - $155, how might markets react to its Q4 earnings report released pre-market on March 11th? Strong Third Quarter Results In Q3, Futu posted earnings and revenue that beat expectations . EPADS topped $2.93, while revenue of $822.9 million is up by 86.1% Y/Y. Daniel Yuan, Head of Investor Relations, pointed to Hong Kong as the driver of client growth. On the conference call, Yuan said that Hong Kong recorded the highest quarterly net client additions at levels not seen since Q1/2021 . The four straight quarters of client additions suggest that Futu will post that trend again in the fourth quarter report. Futu is outflanking its competitors. In Singapore, daily active user figures led its peers by a wide margin. It earned the title of number one retail broker in Singapore. Beyond the latest quarter, expect Futu’s brand recognition and product experience to differentiate itself from other firms. Expect new funded account growth to continue in the high double-digit percentage on a sequential basis. Expected Headwinds Bitcoin’s ( BTC-USD ) weakness recently likely hurt trading volumes. In Q3, crypto trading volume grew by 161% sequentially. Ethereum ( ETH-USD ) grew by fourfold. In Q4, expect a decrease in overall transactions related to ETH and other cryptocurrencies to hurt Futu’s crypto trading business. In 2026, Futu’s U.S. peers fared poorly for investors. FUTU stock lost 6.6% YTD, while Robinhood ( HOOD ), Interactive Brokers ( IBKR ), Schwab ( SCHW ), and PayPal ( PYPL ) all declined by more. The Seeking Alpha Peers list included Brookfield Asset Management ( BAM ). Seeking Alpha Futu tops the score on valuation with a “B-“ grade. More glaring...

Dragon Claws/iStock via Getty Images Oklo ( OKLO ) reports Q4 2025 earnings on March 17. The company checks some boxes: data centers/AI, nuclear power, and green energy. While Q4 earnings calls are often exciting for expectations, let's keep in mind how much OKLO is a long-term play. Summary of Previous Thesis I last covered OKLO in September, when the stock was trading at $130, with a market cap over $20B. I considered this to be "fully valued" and declined to rate it a Buy. Aurora Facility Groundbreaking Photoshoot (oklo.com) The reason is simple. They had only just broken ground on their first facility at the time. While they had accumulated $535M in cash and even $148M in fixed-income securities, there was no revenue besides the yields these offered. Capex was about to step up, and it was going to be a couple of years before they made their first dollar on their first gigawatt of their 14 GW pipeline, which was just based on Letters of Interest at the time. I rated a Hold, not seeing them in financial danger but realizing it was better to wait longer. It would simply be a long time before they'd be assembling nuclear mini-reactors and signing power purchase agreements for them. Recent Financial Data Q3 2025 results were released after my last coverage, showing the state of Oklo at the end of September. These showed significant growth in liquid assets. Balance Sheet (Q3 2025 Form 10Q) The first three quarters saw Oklo grow its balance sheet to $922M in cash and short-term debt investments, as well as $262M in long-term debt investments. Cash Flow Statement (Q3 2025 Form 10Q) All of this was attained with offerings of their common stock, leveraging the elevated share price for the year. With almost no liabilities and minimal cash burn for the time, it's as much of "fortress" as one can get for pre-revenue company. Cash Flow Statement (Q3 2025 Form 10Q) Since Q3, Oklo has not raised any more capital. They also did not guide for significant capex, with much of their...

Mesut Dogan/iStock Editorial via Getty Images Reviewing ORCL's Q3 And Resulting Rally My previous bullish call on Oracle Corporation ( ORCL ) stock aged poorly, as I failed to time the market's rising fears of the firm's debt burden, although the prospective growth potential didn't go anywhere. A few hours ago, the company reported its fiscal Q3 2026 results, strongly beating the consensus headline estimates and showing exceptional strength in specific unit economics metrics that suggest the correctness of my past thesis - the stock reacted positively, and I believe it might be the turning point the bulls have been waiting for. And I have a few reasons why. First , the headline figures are only the tip of the iceberg. ORCL showed ~$17.19 billion in revenues (+22% YoY) and $1.79 in adjusted EPS (+22% YoY), beating the consensus estimations by 1.66% and 5.69%, respectively. The main growth driver was the cloud segment, where ORCL's combined IaaS and SaaS sales went up by 44% YoY, reaching ~$8.9 billion for the quarter. The Cloud infrastructure brought in ~$4.9 billion (+84% YoY), which was a very strong acceleration from the already solid 68% expansion we saw in Q2. Also, Oracle's Multicloud Database revenues went up by 531% YoY on a low base. The further we go, the faster the growth pace should be for Oracle as its high-growth segments start to occupy a larger share in the consolidated mix. The firm signed an enormous dollar amount of contracts (+$29 billion in a single quarter), and it ended Q3 with an RPO of ~$553 billion (+325% YoY). We need to understand the importance of the above-mentioned RPO amount because it's basically a proof of concept for the firm's growth CAPEX plans (and CAPEX-related debt). This massive pipeline of large-scale AI training and multicloud database contracts lifts the prospects for future revenue generation, basically improving the earnings visibility and de-risking the stock's valuation. Second , I liked the fact that, in addition to ju...

Yuriy T/iStock Editorial via Getty Images Amazon: Time To Regain Control Of The Bullish Narrative? AMZN price chart (long-term, monthly) (TradingView) The markets have spoken, and it seems like Amazon ( AMZN ) has endured a relatively challenging year, as the stock appears to have consolidated within a pretty tight zone (see the yellow box in the above chart). The resulting return over the past year confirms my observation, with AMZN up less than 10%, significantly underperforming the broader Magnificent Seven peers ( MAGS ), and also the S&P 500 ( SPX ) ( SPY ). It's a resounding feedback to Amazon management to perhaps consider reining in its spending commitments, as the market once again frets about the impact on Amazon's return on capital, as unforgettable memories from the spendthrift days of the pandemic bubble have likely been reignited, even though the impetus this time around is markedly different. If you're still not aware, Amazon is clearly in the running to outspend others in the hopes of outmaneuvering its Big Tech peers, even though it may not reflect similar profitability under the hood, due to its lower margin e-commerce retail business model, especially in its international operations (just 3% in operating margin). However, I believe e-commerce has always been strategic to Amazon, and remains a foundational platform from its very beginnings, while also underpinning the start and subsequent development of Amazon Web Services through the present moment. Hence, being able to scale quickly and profitably is a proven model for AWS as it consolidated and built out its clout over time. As a result, the synergies between Amazon’s retail model and how it parlays into AWS’s operating scale may not be exactly clear to investors who couldn't quite fathom the margins bifurcation between the e-commerce business and AWS. However, when you consider that Amazon is now the world’s largest company by revenue, and AWS encompasses just under 18% of its total revenue bas...

Roberto Schmidt/Getty Images News Preferences are optional and subject to constraints, whereas constraints are neither optional nor subject to preferences.- Marko Papic Written by Sam Kovacs Introduction The most important resource that investors can turn to in order to gain an analytical edge in everything related to Operation Epic Fury is Marko Papic's book, Geopolitical Alpha. The key takeaway is that while politicians might state their preferences, it is the constraints that will drive what they can and cannot do. I've been covering the Iran war, and this is my first piece. I will be building upon the frameworks and analysis I've done in these two pieces: $150 oil: this is what it would take The Iran war is far from over I, of course, suggest reading those too. President Donald Trump's preferences President Trump gave a press conference on Monday during which he said that the war was "ending very soon" and that this was a "short-term excursion". He stated, in this address and in following Truth Social posts, that oil prices will drop and Hormuz will remain safe because: They are achieving major strides towards completing their military objectives The Navy will escort tankers. The DFC will provide insurance. Mines will not be a threat because mining boats are being destroyed. In so doing, he addressed the exact 3 locks I identified on the Hormuz Strait. The market is still doing an awful job at pricing the reality of these locks, and I will walk you through them. But now that we have heard Trump's latest words on the war being "very complete, pretty much", only to then threaten military consequences "at a level never seen before" the next day , let's turn to Iran's response. Iran's response The IRGC has clearly communicated that "Iran will determine when the war ends". Certainly this is also their preference, and they have their own constraints of seeing their economy destroyed. However, it seems that Iran has been preparing for decades for the very war that Isra...

Epstein Guard Called To Testify As Oversight Committee Explores Potential Murder Authored by Steve Watson via Modernity.news, House Oversight Chairman James Comer is ramping up the heat on the botched handling of Jeffrey Epstein’s custody, announcing a subpoena for prison guard Tova Noel amid bombshell revelations of suspicious cash deposits and online searches just before the disgraced elitist’s alleged suicide. With fresh DOJ documents unearthing red flags that scream cover-up, Comer’s move signals a long-overdue push for transparency against the bureaucratic stonewalling that has shielded powerful figures tied to Epstein’s web of abuse. Comer dropped the news during a Fox News interview, pointing to media reports and overlooked Justice Department records that cast doubt on the official narrative of Epstein’s 2019 death at the Metropolitan Correctional Center. Chairman Comer Calls for Epstein Prison Guard to Testify Under Oath Lawmakers push for answers on long-standing questions surrounding Epstein’s death as investigators seek sworn testimony from the guard on duty #WashingtonEye pic.twitter.com/Lx7BIvRSXl — Washington Eye (@washington_EY) March 11, 2026 “Well, the recent media reports, what you just said, are very concerning — especially the suspicious activity report on a $5,000 mysterious deposit that she had,” Comer told host Jesse Watters. “The reason that stands out to me, Jesse, is because very seldom are suspicious activity reports even reported for sums less than $10,000.” “That’s a mystery there, and that’s something that, according to the DOJ documents, they never looked into — never asked her about,” he continued. Comer emphasized broader questions lingering over Epstein’s case: “Because of this, because of the media reports, and because of the fact that, honestly, most people on the committee aren’t confident 100% that Epstein’s death was a suicide, we’re going to ask Ms. Noel to come in for a transcribed interview.” “Again, no one’s accusing her of...

Every GPU cluster has dead time. Training jobs finish, workloads shift and hardware sits dark while power and cooling costs keep running. For neocloud operators, those empty cycles are lost margin. The obvious workaround is spot GPU markets — renting spare capacity to whoever needs it. But spot instances mean the cloud vendor is still the one doing the renting, and engineers buying that capacity are still paying for raw compute with no inference stack attached. FriendliAI's answer is different: run inference directly on the unused hardware, optimize for token throughput, and split the revenue with the operator. FriendliAI was founded by Byung-Gon Chun, the researcher whose paper on continuous batching became foundational to vLLM, the open source inference engine used across most production deployments today. Chun spent over a decade as a professor at Seoul National University studying efficient execution of machine learning models at scale. That research produced a paper called Orca , which introduced continuous batching. The technique processes inference requests dynamically rather than waiting to fill a fixed batch before executing. It is now industry standard and is the core mechanism inside vLLM. This week, FriendliAI is launching a new platform called InferenceSense. Just as publishers use Google AdSense to monetize unsold ad inventory, neocloud operators can use InferenceSense to fill unused GPU cycles with paid AI inference workloads and collect a share of the token revenue. The operator's own jobs always take priority — the moment a scheduler reclaims a GPU, InferenceSense yields. "What we are providing is that instead of letting GPUs be idle, by running inferences they can monetize those idle GPUs," Chun told VentureBeat. How a Seoul National University lab built the engine inside vLLM Chun founded FriendliAI in 2021, before most of the industry had shifted attention from training to inference. The company's primary product is a dedicated inference endpoint...

Mesut Dogan/iStock Editorial via Getty Images Reviewing ORCL's Q3 And Resulting Rally My previous bullish call on Oracle Corporation ( ORCL ) stock aged poorly, as I failed to time the market's rising fears of the firm's debt burden, although the prospective growth potential didn't go anywhere. A few hours ago, the company reported its fiscal Q3 2026 results, strongly beating the consensus headline estimates and showing exceptional strength in specific unit economics metrics that suggest the correctness of my past thesis - the stock reacted positively, and I believe it might be the turning point the bulls have been waiting for. And I have a few reasons why. First , the headline figures are only the tip of the iceberg. ORCL showed ~$17.19 billion in revenues (+22% YoY) and $1.79 in adjusted EPS (+22% YoY), beating the consensus estimations by 1.66% and 5.69%, respectively. The main growth driver was the cloud segment, where ORCL's combined IaaS and SaaS sales went up by 44% YoY, reaching ~$8.9 billion for the quarter. The Cloud infrastructure brought in ~$4.9 billion (+84% YoY), which was a very strong acceleration from the already solid 68% expansion we saw in Q2. Also, Oracle's Multicloud Database revenues went up by 531% YoY on a low base. The further we go, the faster the growth pace should be for Oracle as its high-growth segments start to occupy a larger share in the consolidated mix. The firm signed an enormous dollar amount of contracts (+$29 billion in a single quarter), and it ended Q3 with an RPO of ~$553 billion (+325% YoY). We need to understand the importance of the above-mentioned RPO amount because it's basically a proof of concept for the firm's growth CAPEX plans (and CAPEX-related debt). This massive pipeline of large-scale AI training and multicloud database contracts lifts the prospects for future revenue generation, basically improving the earnings visibility and de-risking the stock's valuation. Second , I liked the fact that, in addition to ju...

A Quick Look at Today's Ratings for Oracle(ORCL.US), With a Forecast Between $200 to $400 富途牛牛

Steve Ballmer’s data organization taps AI and public-data executive for top role BELLEVUE, Wash., March 12, 2026--(BUSINESS WIRE)--USAFacts, the nonpartisan government-data organization founded by former Microsoft CEO and current chairman and owner of the LA Clippers, Steve Ballmer, has appointed Lauren Woodman as its next president. Ms. Woodman is a technology and data executive with more than 25 years of experience leading teams and initiatives at the intersection of technology, development, and education. As USAFacts expands its use of innovative technologies to analyze and present federal, state, and local government data, Ms. Woodman’s experience will help guide the organization’s next phase of growth. She becomes the second president in the organization’s 10-year history. Ms. Woodman previously held leadership roles at NetHope, Microsoft and most recently served as chief executive of DataKind, a nonprofit that applies data science and AI to social challenges. Her work has focused on data modernization, digital governance, and the ethical deployment of emerging technologies. "Lauren’s experience in technology and public data comes at a moment when Americans have an increasing appetite for reliable, nonpartisan source data," Mr. Ballmer said. "As artificial intelligence reshapes how information is produced and consumed, her leadership will help ensure we continue providing transparent, trustworthy government data to the public." "USAFacts has built something rare and important—an independent, nonpartisan foundation of data that helps Americans see clearly how their country is doing and provides the groundwork for shared civic infrastructure," Ms. Woodman said. "I’m excited to join at a moment when technology is rapidly changing how people access and understand information about their government. The opportunity now is to ensure that transparency, reliable data, and public understanding grow together." USAFacts was launched in 2017 by Mr. Ballmer to make governme...

Kamelia Aryafar joins (Integral Ad Science) IAS Broad of Directors, bringing extensive experience building and scaling artificial intelligence (AI) across platforms and companies. Netflix Head of AI, Members and former Google AI and engineering leader brings deep experience scaling AI to IAS NEW YORK, March 12, 2026--(BUSINESS WIRE)--Integral Ad Science (IAS), a global leader in media quality, today announced that Kamelia Ayrafar, Head of AI, Members at Netflix joined IAS’s Board of Directors, effective immediately. Kamelia is a seasoned technology executive with extensive experience building and scaling artificial intelligence (AI) across platforms and companies. She brings deep expertise in artificial intelligence and product innovation to help guide IAS’s technology strategy and long-term growth. "We are excited to welcome Kamelia to our Board of Directors. She is a forward-thinking leader with deep expertise in AI and across engineering, making her a strong addition to our board," said Lisa Utzschneider, CEO of IAS. "As Head of AI at Netflix, Kamelia led the development and deployment of AI at global scale, powering some of the world’s most advanced personalization and content systems. Her experience is incredibly valuable as IAS advances its AI strategy and continues to drive innovation, quality, and performance in a rapidly evolving media landscape." Kamelia is a senior technology executive with extensive experience building and scaling AI-driven products. Prior to Netflix, she was at Google, where she co-founded and led engineering for major AI products, including Gemini Enterprise and business, Google Agentspace and Vertex AI Search. She also served as EVP, Chief Algorithms and Analytics Officer, and a board member at Overstock.com (Bed Bath and Beyond), where she oversaw engineering, AI and product. Earlier in her career, she worked at Etsy helping embed machine learning and AI across the organization. "AI is rapidly transforming how advertising performance...

SAN JOSE, Calif., March 12, 2026--(BUSINESS WIRE)--The Optical Compute Interconnect (OCI) Multi-Source Agreement (MSA) group today announced its formation, led by founding members AMD, Broadcom, Meta, Microsoft, NVIDIA and OpenAI. This industry consortium marks a pivotal shift toward a hyperscaler-driven open ecosystem to enable the development of a multi-vendor supply chain for optical scale-up interconnects. By aligning on an open specification, the OCI MSA members are promoting a robust optical ecosystem which will ensure that the future of AI interconnects is built with a flexible, multi-vendor foundation to meet the optical interconnect needs of modern AI infrastructure. The Physics and Power Mandate As large language models (LLMs) advance toward super intelligence, traditional copper-based connectivity is reaching limitations in physical reach which are impacting AI cluster scale-up domain architectures. OCI will enable migration from copper-based to optical-based scale-up architectures, alleviating copper interconnect bottlenecks. The OCI specification, which is available at www.oci-msa.org, is architected to be power, latency and cost optimized. It combines non-return to zero (NRZ) modulation and wavelength division multiplexing (WDM) optical technology and shifts the connectivity paradigm from a module-centric to a silicon-centric model. By enabling tighter integration of optics with compute and networking silicon, OCI unlocks meaningful gains in bandwidth density and system scalability while meeting the aggressive power targets of legacy copper-based connectivity. State-of-the-Art Compute Meets State-of-the-Art Optics By establishing an interoperable optical interface protocol, the OCI MSA enables a "plug-and-play" ecosystem. The open and interoperable specification enables hyperscalers to disaggregate any top-tier processor unit (XPU) engines and top-tier scale-up switches through a common optical physical layer (PHY), ensuring that best-in-class compute ...

With its multi-cloud security approach, Upwind ensures seamless protection across Azure and other leading platforms, allowing security teams to manage risks regardless of their cloud environment. Notably, it extends runtime-first visibility and protection into serverless workloads, a defining advantage in the cloud security market. By unifying posture management, workload protection, threat detection, vulnerability management, and identity security into one solution, Upwind helps security teams cut through noise, reduce false positives, and act before risks become incidents. For customers in financial services, healthcare, and digital-native enterprises, the partnership delivers advanced protection for critical workloads by combining security with the speed these industries demand. Unlike traditional cloud security tools that rely on static rules, fragmented signals, or posture-only scans, Upwind delivers a comprehensive platform that pairs agentless visibility with eBPF-powered runtime detection. Gartner® notes in its Hype Cycle™ for Cloud Security, 2024, that runtime visibility has become essential for reducing blind spots in dynamic cloud environments - a gap Upwind sees as critical and directly addresses with runtime-first protection embedded into Azure. By integrating Azure cloud audit logs, CSPM frameworks, Azure Container Registry (ACR) scanning, and streamlining the onboarding of Azure cloud assets, customers gain instant visibility and prioritized, actionable insights. Capabilities that once required multiple disconnected tools and hours of manual investigations are now delivered as a cohesive all-in-one experience, enabling security teams to detect and respond to risks in real time. Furthermore, Upwind integrates Microsoft Sentinel, Sentinel Graph and Microsoft Defender for Cloud. SAN FRANCISCO, March 12, 2026 --( BUSINESS WIRE )-- Upwind , the runtime-first cloud security leader, today announced a partnership with Microsoft to deliver a unified Azure secu...

At NVIDIA GTC 2026, KIOXIA will highlight the critical role of flash storage in enabling scalable, efficient AI infrastructures. By incorporating high-performance flash solutions, organizations can better optimize their AI investments, improve data access speeds, and accelerate time to insight. SAN JOSE, Calif., March 12, 2026--(BUSINESS WIRE)--Next week at NVIDIA GTC 2026, KIOXIA America, Inc. will showcase its latest high-performance memory and solid-state drive (SSD) solutions designed to meet the growing demands of artificial intelligence (AI) workloads. As the premier global AI conference, GTC brings together developers, researchers, and business leaders to explore advances in accelerated computing and AI. At this year’s event, KIOXIA will highlight the critical role of flash storage in enabling scalable, efficient AI infrastructures. By incorporating high-performance flash solutions, organizations can better optimize their AI investments, improve data access speeds, and accelerate time to insight. "GTC is the perfect venue to showcase how high-performance storage enables the next generation of AI applications," said Neville Ichhaporia, senior vice president and general manager of the SSD business unit, KIOXIA America, Inc. "From accelerating AI-driven insights to improving infrastructure efficiency, our flash-based solutions help organizations translate data into actionable results with speed and reliability." Make AI Breakthroughs with KIOXIA At booth #3522, located across from the main Expo Hall at the San Jose McEnery Convention Center, KIOXIA will demonstrate how its latest storage innovations support AI pipelines - from data ingestion and training to inference and analytics. Product and technology demonstrations will take place March 16–19, and include: Optimizing Memory Footprint While Improving Scalability for Vector Databases with KIOXIA AiSAQ™ Technology - Featuring KIOXIA CM9 Series Enterprise NVMe™ SSDs. Super High IOPS SSD Emulator for AI-Ready Sto...

A new feature within the Copilot app will offer personalized healthcare advice and make it easy to upload test results, fitness data and more.

Oracle Q3 Earnings Review: The Rally May Be Just Beginning Seeking Alpha