MIAMI & AURORA, Colo.--(BUSINESS WIRE)--GE Aerospace (NYSE:GE) and Palantir Technologies Inc. (NASDAQ: PLTR) today announced a multi-year partnership expansion to accelerate the transformation of military aviation readiness for the U.S. Air Force and operations across GE Aerospace’s production system. Together, the companies are deploying advanced agentic AI-powered solutions to ensure GE can maximize production and aircraft remain mission ready. A GE Aerospace engine takes off somewhere across the world every 2 seconds. As the demands on the warfighter and aviation have grown, so has the need for innovation—not only in hardware, but in the digital systems that enable supply chains to keep fleets mission-ready. To better address the evolving needs of our warfighters, GE Aerospace and Palantir have partnered to bolster warfighter readiness. Together, they are helping predict and prevent potential failures before they occur, unlocking supply chains that were gridlocked using AI, and building a closed loop from field signal to supplier action across every fleet. The partnership began with a focused mission: keeping the Air Force’s T-38 trainer jets flying by improving readiness for the complex J85 engine, which is the workhorse responsible for training America’s next generation of U.S. Air Force pilots. In early 2024, GE Aerospace and Palantir piloted a sustainment workflow that gave GE Aerospace and the Air Force visibility into parts demand and shortages, driving improvements in readiness and efficiency. Building on this success, the partnership has rapidly expanded to GE Aerospace’s broader production system, supporting sustainment, MRO, and new engine production. “Meeting today’s readiness demands requires both proven propulsion and smarter use of data. By integrating data across the enterprise and applying AI to predict demand and identify constraints earlier, our collaboration with Palantir is helping our customers keep more aircraft available so airmen get the t...

MIAMI, March 12, 2026--(BUSINESS WIRE)--Palantir Technologies (NASDAQ:PLTR) today announced its sovereign AI OS reference architecture with NVIDIA, which delivers customers a turnkey AI datacenter from hardware procurement to application deployment. The Palantir AI OS Reference Architecture (AIOS-RA) delivers a complete, production-ready AI infrastructure. It is based on NVIDIA Enterprise Reference Architectures, tested and qualified to run Palantir's complete software suite — including AIP, Foundry, Apollo, Rubix, and AIP Hub. This architecture combines: The Palantir AI OS reference architecture is particularly critical for customers with existing GPU infrastructure, latency-sensitive workflows, data sovereignty requirements, and high geographic distribution. The Sovereign AI architecture allows enterprises total control over their data, AI models and applications. Purpose-built to leverage the latest GPU-accelerated open-source AI models and data acceleration libraries, this solution operates on NVIDIA infrastructure to deliver top-tier performance. "From our first deployment with the United States government and in every deployment since, our software has had to meet the moment in the most complex and sensitive environments where customers must maintain control," says Akshay Krishnaswamy, Palantir’s Chief Architect. "Together with NVIDIA — and building on many customers’ existing investments — we are proud to deliver a fully integrated AI operating system that is optimized for NVIDIA accelerated compute infrastructure and enables customers to realize the promise of on-premise, edge, and sovereign cloud deployments." "AI is redefining the infrastructure stack — demanding, latency-sensitive and data-sovereign environments require a full-stack architecture — built from silicon to systems to software," said Justin Boitano, vice president, Enterprise AI Platforms, NVIDIA. "By combining Palantir’s sovereign AI OS reference architecture with NVIDIA AI infrastructure, in...

MIAMI & AURORA, Colo., March 12, 2026--(BUSINESS WIRE)--GE Aerospace (NYSE:GE) and Palantir Technologies Inc. (NASDAQ: PLTR) today announced a multi-year partnership expansion to accelerate the transformation of military aviation readiness for the U.S. Air Force and operations across GE Aerospace’s production system. Together, the companies are deploying advanced agentic AI-powered solutions to ensure GE can maximize production and aircraft remain mission ready. A GE Aerospace engine takes off somewhere across the world every 2 seconds. As the demands on the warfighter and aviation have grown, so has the need for innovation—not only in hardware, but in the digital systems that enable supply chains to keep fleets mission-ready. To better address the evolving needs of our warfighters, GE Aerospace and Palantir have partnered to bolster warfighter readiness. Together, they are helping predict and prevent potential failures before they occur, unlocking supply chains that were gridlocked using AI, and building a closed loop from field signal to supplier action across every fleet. The partnership began with a focused mission: keeping the Air Force’s T-38 trainer jets flying by improving readiness for the complex J85 engine, which is the workhorse responsible for training America’s next generation of U.S. Air Force pilots. In early 2024, GE Aerospace and Palantir piloted a sustainment workflow that gave GE Aerospace and the Air Force visibility into parts demand and shortages, driving improvements in readiness and efficiency. Building on this success, the partnership has rapidly expanded to GE Aerospace’s broader production system, supporting sustainment, MRO, and new engine production. "Meeting today’s readiness demands requires both proven propulsion and smarter use of data. By integrating data across the enterprise and applying AI to predict demand and identify constraints earlier, our collaboration with Palantir is helping our customers keep more aircraft available so ...

These Palantir-powered programs will enable Ondas’ and World View’s multi-domain autonomous fleets to communicate with each other across domains and with their operators on the ground to create a unified intelligence infrastructure. This integrated workflow marks a paradigm shift from the traditional ISR model that is focused on data collection. Instead, through this partnership, the companies are building an interconnected intelligence ecosystem that delivers decisions – not just data – to operators. As demand for multi-domain sensing and persistent ISR grows, scaling this unified intelligence capability requires an operational software foundation capable of coordinating increasingly complex missions. Through this partnership, Ondas and World View will apply Palantir’s Artificial Intelligence Platform (AIP) to the production, mission planning, and edge operations that underpin these systems, helping enable a new generation of scalable, software-defined stratospheric intelligence capabilities. World View’s Stratollite ® platform represents a fundamentally new class of sensing capability, operating in the stratosphere, the critical layer between satellites and aircraft to deliver persistent, long-dwell intelligence, surveillance and reconnaissance missions at significantly lower cost and complexity than traditional assets. When combined with Ondas’ unmanned aerial, ground, and counter-drone systems, the companies are building a multi-domain intelligence architecture designed to deliver persistent awareness and rapid response across complex mission environments for its defense, homeland security and allied security customers. MIAMI & WEST PALM BEACH, Fla. & TUCSON, Ariz., March 12, 2026 --( BUSINESS WIRE )-- Palantir Technologies Inc. (NASDAQ:PLTR) ("Palantir"), a global leader in operational artificial intelligence platforms, today announced a strategic partnership with Ondas Inc. (NASDAQ:ONDS) ("Ondas"), a leading provider of autonomous aerial and ground robot intel...

Palantir-NVIDIA blueprint offers turnkey, data-sovereign AI datacenters Stock Titan

Palantir, Ondas and World View link AI with balloons and drones Stock Titan

格隆汇3月12日｜俄罗斯外交部发言人：伊朗冲突的失控与升级令人深感担忧。

百利天恒（688506）公告，截至本公告披露日，公司已通过上海证券交易所交易系统以集中竞价交易方式累计回购公司股份69.59万股，占公司总股本的比例为0.17%，回购成交的最高价为345.24元/股，最低价为243.44元/股，支付的资金总额为人民币2亿元(不含印花税、交易佣金等交易费用)。

格隆汇3月12日｜以色列国防军：消灭了在真主党内负责伊朗革命卫队导弹部队的行动指挥官阿布·扎尔·穆罕默迪。

Sundry Photography/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian ( TEAM ) to cut 10% of workforce to invest in AI and enterprise sales. (00:42) Rivian ( RIVN ) gains new bull at TD Cowen on upbeat R2 outlook . (02:04) This is an abridged transcript. Stock index futures are in the red as oil prices continue to rise. Dow Jones Industrial Average futures ( INDU ) fell 0.44%, and S&P 500 futures ( SPX ) slipped 0.35%, while Nasdaq 100 futures ( US100:IND ) declined 0.31%. Brent crude futures ( CO1:COM ) is up 6% to $98. West Texas Intermediate ( CL1:COM ) gained +6% to $92. We’ll look at one of the biggest movers in premarket action in just a few minutes. In a regulatory filing, Australian software giant Atlassian ( TEAM ) announced Thursday it will reduce its global headcount by approximately 10%, or 1,600 roles . The company will reallocate capital toward artificial intelligence and enterprise sales. Atlassian ( TEAM ) is up 2.3% in premarket action. CEO Mike Cannon-Brookes said in a blog post that for Atlassian, AI is not replacing employees. “But it would be disingenuous to pretend AI doesn’t change the mix of skills we need or the number of roles required in certain areas. It does,” he wrote. “This is primarily about adaptation. We are reshaping our skill mix and changing how we work to build for the future.” As per the filing, Atlassian expects to incur costs between $225 million and $236 million due to these changes. This includes around $169 million to $174 million for severance and employee benefits and approximately $56 million to $62 million for costs related to reducing office space. The company plans to exclude these costs from its non-GAAP financial measures. Most of these expenses are anticipated to occur in the third quarter of fiscal year 2026, with significant completion expected by the end of the fourth quarter...

Key Points At a current price of $67,000, Bitcoin would need to nearly double in value to hit the $125,000 price level. Prediction market traders currently give Bitcoin a 20% chance of hitting $120,000 this year. If Bitcoin begins to be viewed as a safe haven asset, it could lead to new inflows into the spot Bitcoin ETFs. 10 stocks we like better than Bitcoin › Admittedly, the outlook for Bitcoin (CRYPTO: BTC) looks grim right now. The world's most popular cryptocurrency is down 47% from its all-time high back in October, and is currently trading for just $67,000. That may be the case, but I'm predicting that Bitcoin will nearly double in value and regain the $125,000 price level by the end of the year. Here's why. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Spot Bitcoin ETF inflows It all starts with spot Bitcoin ETF inflows. As long as institutional money is flowing into these ETFs on a regular basis, there is effectively a floor under the price of Bitcoin. And, while net outflows have been occurring in 2026, the picture is not nearly as dire as one might think. According to Coinglass, which tracks spot Bitcoin ETF inflows and outflows on a daily basis, there have been net inflows in 6 of the past 10 trading days. So it's not like institutional investors are abandoning Bitcoin as a unique diversifier for their portfolios. To some extent, this is the result of the outbreak of hostilities in the Middle East. Seemingly out of nowhere, Bitcoin is starting to regain its former narrative of being a potential safe haven asset. Long story short, global investors are panicking, and not sure where to put their money, other than into gold. So they are now turning to Bitcoin, which is sometimes referred to as "digital gold." Strategic Bitcoin Reserve And there's another huge catalyst that nobody is talk...

“The spot market is has been on fire for 18 months,” Principal Analyst Dean Croke said of the mode.

格隆汇3月12日｜匈牙利外长西雅尔多当地时间12日与俄罗斯能源部副部长帕维尔·索罗金通电话，之后他表示俄方告知说，乌克兰对俄罗斯境内的“土耳其溪”管道关键基础设施发动多次袭击。西雅尔多表示，乌克兰此前已阻断“友谊”输油管道，如今又将目标转向天然气供应。“土耳其溪”管道对匈牙利至关重要，若管道中断，匈牙利及多个中东欧国家的天然气供应安全将面临风险。西雅尔多表示，距离匈牙利国会选举还有一个月时间，乌克兰正试图对匈牙利实施全面能源封锁，以干预大选。他呼吁乌克兰方面停止袭击关键能源基础设施。

Local governments across China have rushed to ride the OpenClaw AI boom in hopes of spurring economic growth, only for Beijing to step in swiftly to rein in the frenzy. It has issued a series of safety warnings that analysts say underscore the divide in priorities between local and central authorities. The rush to adopt the artificial intelligence (AI) software has seen major internet companies offer low-cost or easily accessible versions, while local governments have rolled out subsidies to promote its use and develop software built around the technology. Advertisement High-profile examples include a district in Wuxi, in eastern Jiangsu province, which introduced a 12-point plan covering foundational support, talent recruitment and security compliance, offering individual grants of up to 5 million yuan (US$728,000). But central authorities soon stepped in with security warnings about the viral open-source AI agent. Advertisement

SoftBank's PayPay set for hotly anticipated Nasdaq debut after raising $880 million Reuters

shaunl/E+ via Getty Images Intro Huntington Ingalls Industries, Inc. ( HII ) is America's largest military shipbuilder and the sole domestic manufacturer of nuclear-powered aircraft carriers. Their business has reached a critical inflection point as they transition from being viewed as a low-growth, legacy contractor to a critical piece of America's national security. The current administration has started an aggressive push towards a 381-ship fleet and has recently detailed America's Maritime Action Plan that fundamentally alters the economics of shipbuilding by heavily subsidizing shipyard infrastructure. On a more granular level, the Navy's cancellation of the failing Constellation-class program and its decision to pivot to using HII's design guarantees a new revenue stream for the business. HII's strong revenue visibility, combined with federally absorbed capex and growing margins from its Mission Technologies segment, has fundamentally altered HII into a high-leverage growth play that is of utmost importance to the future of our country. Company Overview HII is currently the largest military shipbuilding company in the United States. They operate through three primary segments: Newport News Shipbuilding (NNS), Ingalls Shipbuilding, and Mission Technologies. Each segment plays a distinct role in its defense ecosystem, creating a synergistic relationship where its legacy businesses fund their high-growth, high-margin expansion into autonomous systems and AI. The Newport News Shipbuilding facility is the only manufacturing site in the Western Hemisphere capable of designing, building, and refueling nuclear-powered aircraft carriers. This is not just a factory but a nationally strategic asset that is a vital part of our defensive capabilities. Their flagship product is the Gerald R. Ford-class aircraft carrier, which is the most expensive and technologically advanced warship ever created. These serve as mobile airbases, which allow America to assert power globally ...

The United States Department of Defense may continue to use Amazon-backed (AMZN) Anthropic's AI tool Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

面对可能会瞬间发生巨变的地区局势，大型科技巨头无疑将重新评估地缘政治风险，重新审视其在中东市场的长期战略规划，给该地区的巨额投资按下暂停键

EDMONTON, Alberta, March 12, 2026 (GLOBE NEWSWIRE) -- SNDL Inc. (NASDAQ: SNDL, CSE: SNDL) (“SNDL” or the “Company”) reported its financial and operational results for the full year and fourth quarter ended December 31, 2025. All financial information in this press release is reported in millions of Canadian dollars unless otherwise indicated. SNDL has also posted a supplemental investor presentation on its website, found at https://sndl.com . The Company will hold a conference call and webcast presentation at 10:00 a.m. EDT (8:00 a.m. MDT) on Thursday, March 12, 2026. The conference call details can be found below. MANAGEMENT HIGHLIGHTS Net revenue for the fourth quarter of 2025 was $252.5 million, and $946.4 million for the full year of 2025, representing decrease of (2.0)% and growth of +2.8%, respectively, when compared to the same periods of the previous year. The full year represents a new record for the corporation, driven by strong growth from our combined Cannabis business of +11.4%. for the fourth quarter of 2025 was $252.5 million, and $946.4 million for the full year of 2025, representing decrease of (2.0)% and growth of +2.8%, respectively, when compared to the same periods of the previous year. The full year represents a new record for the corporation, driven by strong growth from our combined Cannabis business of +11.4%. Gross profit also reached new records, with $70.2 million in the fourth quarter of 2025, and $258.6 million for the full year, representing growth of +2.1% and +7.6%, respectively, when compared to the same periods of the previous year. also reached new records, with $70.2 million in the fourth quarter of 2025, and $258.6 million for the full year, representing growth of +2.1% and +7.6%, respectively, when compared to the same periods of the previous year. Gross margin (1) of 27.8% in the fourth quarter of 2025 and 27.3% for the full year are also new records, representing improvements of +1.1 and +1.2 percentage points, respectively, ...

CHICAGO and MILWAUKEE and NEW YORK, March 12, 2026 (GLOBE NEWSWIRE) -- YieldMax® ETFs today announced the launch of the following ETF: YieldMax® U.S. Stocks Target Double Distribution ETF (NYSE: DDDD) The Fund targets approximately double the annualized distribution yield of the Schwab U.S. Dividend Equity ETF (SCHD). Fund Overview The YieldMax® U.S. Stocks Target Double Distribution ETF (DDDD) combines passive dividend equity exposure through long positions in the constituents of SCHD—which tracks the Dow Jones U.S. Dividend 100 Index of high‑quality U.S. companies with strong fundamentals and consistent dividend history—with an actively managed options overlay that sells (writes) options on a select subset of SCHD holdings (including SCHD itself and its largest weighted equities) seeking to generate premium income. This approach seeks to enhance total return potential by pairing the stability of established dividend payers with the added income opportunity from options premiums. Investment Objective The Fund’s primary investment objective is to seek current income targeting double the distribution yield of SCHD. The Fund’s secondary investment objective is to seek capital appreciation through investments linked to SCHD and the Dow Jones U.S. Dividend 100 Index*. Distributions are not guaranteed and may vary over time. DDDD is the first member of the YieldMax® Double Distribution ETF family and like all YieldMax® ETFs, it aims to deliver current income to investors. With respect to distributions, DDDD will seek to provide quarterly distributions . About YieldMax® YieldMax® ETFs was founded by ETF industry veterans with decades of experience in income-focused investments, options strategies, portfolio management, fund risk management, and fund operations. Our mission is to create innovative and unique ETFs that solve problems for investors of all types. *The Dow Jones U.S. Dividend 100 Index is designed to measure the performance of high-dividend-yielding stocks in ...

ookawa/iStock via Getty Images Market review and outlook The Bloomberg US Aggregate Bond Index returned 1.10% during Q4, bringing year-to-date performance for the index to 7.30%, the best annual performance since 2020. After lowering the Fed funds rate by 100 basis points (bps) in 2024 and an additional 75 bps in 2025, market expectations are for the Federal Reserve to remain on hold for the foreseeable future. The one caveat to this outlook: changes at the Federal Reserve, including the unresolved court case for Lisa Cook, the pending departure of Jerome Powell, and potential dovish appointments from the current administration. While the labor market has shown signs of weakness – the unemployment rate averaged 4.2% in 2025 and rates for recent months have been trending higher – the current rate is significantly lower than the 40-year average of 5.7%. From an inflation standpoint, the recent lowering trend bodes well for the consumer, as Core CPI dipped to 2.6% in the most recent data, following a period of holding at or slightly above 3% in prior months. Updates by sector Treasury The yield curve extended its year-long steepening trend into Q4. The 30-year Treasury yield rose 11.3 bps in Q4 on uncertainty around the future path of inflation, ending the year at 4.84%, while the two-year Treasury yield fell 13.5 bps to 3.47%. The market moved ahead of the Fed early in the year, pushing the two-year yield lower before the Federal Reserve followed. By year end, however, expectations and policy had converged: the Fed cut the federal funds rate by 75 bps over the final four months of the year and the two-year Treasury yield declined nearly 77 bps in 2025. Corporate The investment-grade corporate market, as measured by the Bloomberg US Corporate Bond Index, struggled in Q4, posting the lowest quarterly return of 2025 (+0.84%) and the weakest result since Q4 2024 (-3.04%). Spreads reversed course and widened nearly 4 bps during the quarter, rising from 73.8 bps to 77.5 bps...

US Reportedly Has Just Two Months Of Rare Earths Left The U.S. military’s reliance on Chinese rare-earth minerals is emerging as a strategic vulnerability as Washington’s conflict with Iran unfolds and President Donald Trump prepares for a closely watched visit to Beijing later this month. Blocks with symbols and atomic numbers of Rare Earth Elements (REE) are placed on a Chinese flag in this illustration taken January 21, 2026. REUTERS/Dado Ruvic/Illustration/File Photo US officials and analysts say the war has intensified concerns about supply chains for the specialized minerals used in advanced weapons systems , SCMP reports . According to people familiar with the issue, the U.S. may have only about two months of rare-earth inventories remaining , raising questions about how long current military operations could be sustained if access to Chinese supplies were disrupted. As we noted in 2023, former Raytheon CEO Greg Hayes admitted that Beijing effectively has the US military's supply chain by the balls thanks to its reliance on rare earths and other materials which come from, or are processed in, China. According to Hayes, Raytheon has "several thousand suppliers in China," because of which " decoupling ... is impossible. " " We can de-risk but not decouple ," he told the Financial Times , adding that he thinks this is the case "for everybody." "Think about the $500bn of trade that goes from China to the US every year. More than 95 per cent of rare earth materials or metals come from, or are processed in, China. There is no alternative ," Hayes continued, adding "If we had to pull out of China, it would take us many many years to re-establish that capability either domestically or in other friendly countries." Hayes’ comments underline the difficulties facing western manufacturers amid growing friction between China and the US and its allies. Beijing in February imposed new sanctions on both Raytheon and US defence peer Lockheed Martin for supplying weapons to Ta...

格隆汇3月12日｜乌克兰袭击了俄罗斯南部克拉斯诺达尔地区一个重要的原油出口管道网络枢纽。据一位知情人士透露，由于乌克兰无人机袭击，季霍列茨克一处终端发生大规模火灾，该地设有大型石油储备库和一座输油泵站。该设施归俄罗斯国有石油管道运营商Transneft PJSC所有。克拉斯诺达尔地区应急部门表示，今晨季霍列茨克郊区一处油库发生火灾，火势迅速蔓延至3800平方米。根据美国国家航空航天局火灾信息资源管理系统的卫星图像，起火的油库位于与输油泵站相同的区域。季霍列茨克的输油泵站是俄罗斯供应和出口体系中的关键设施之一，它将通过四条主要管道接收的原油分配至黑海的诺沃罗西斯克和图阿普谢港口。

格隆汇3月12日｜俄罗斯外交部发言人：俄罗斯正继续采取措施，以结束中东地区的对抗。

TLDR Microsoft is in advanced talks to lease hundreds of megawatts of capacity at the Stargate Project site in Abilene, Texas The 1,000-acre site is being developed by Crusoe using renewable energy and stranded natural gas Oracle and OpenAI scaled back expansion plans, going from a planned 2 GW to staying at 1.2 GW Meta was already reported last week as also eyeing capacity at the same site Microsoft could use the space to expand Azure or provide cloud servers directly to OpenAI 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Microsoft is reportedly in advanced talks to lease data center capacity at the Stargate Project site in Abilene, Texas — the same site where Oracle and OpenAI recently pulled back on expansion plans. Microsoft Corporation, MSFT The site spans 1,000 acres and is being developed by Crusoe, a company that builds data centers using renewable energy and stranded natural gas. Construction is ongoing. Oracle currently leases eight buildings at the location for use by OpenAI. The original plan called for the site to grow from 1.2 GW to 2 GW, but that expansion was shelved. Microsoft is now reportedly looking to fill that gap. According to The Information, talks are at an advanced stage and involve hundreds of megawatts of capacity. The news places Microsoft alongside Meta, which was reported last week as also wanting to lease space at the same site. Both companies appear to be moving quickly to secure AI infrastructure. What Microsoft Could Do With the Space Microsoft could use the leased capacity to expand its Azure cloud platform. It could also use it to supply cloud servers directly to OpenAI, which it has a close investment relationship with. Completing the full site build-out is expected to require tens of billions of dollars, including Nvidia GPUs needed to power AI workloads. Microsoft’s Azure cloud segment has been a c...

Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Blend Labs (BLND – Research Report), GlobalFoundries Inc (GFS – Research Report) and Oracle (ORCL – Research Report). Blend Labs (BLND) In a report released today, Dylan Becker from William Blair maintained a Buy rating on Blend Labs, with a price target of $1.63. The company’s shares closed last Tuesday at $1.63. According to TipRanks.com, Becker is a 2-star analyst with an average return of 0.3% and a 41.4% success rate. Becker covers the Technology sector, focusing on stocks such as CCC Intelligent Solutions Holdings, Clearwater Analytics Holdings, and Manhattan Associates. ;'> Blend Labs has an analyst consensus of Moderate Buy, with a price target consensus of $1.63. See today’s best-performing stocks on TipRanks >> GlobalFoundries Inc (GFS) Bank of America Securities analyst Vivek Arya maintained a Sell rating on GlobalFoundries Inc yesterday and set a price target of $45.00. The company’s shares closed last Tuesday at $46.63. According to TipRanks.com, Arya is a 5-star analyst with an average return of 19.5% and a 58.6% success rate. Arya covers the Technology sector, focusing on stocks such as MACOM Technology Solutions Holdings, Credo Technology Group Holding Ltd, and Advanced Micro Devices. ;'> The word on The Street in general, suggests a Hold analyst consensus rating for GlobalFoundries Inc with a $50.73 average price target. Oracle (ORCL) In a report released yesterday, Bradley Sills from Bank of America Securities maintained a Buy rating on Oracle, with a price target of $300.00. The company’s shares closed last Tuesday at $149.40. According to TipRanks.com, Sills is a 2-star analyst with an average return of 0.2% and a 43.4% success rate. Sills covers the Technology sector, focusing on stocks such as Figma, Inc. Class A, Bill.com Holdings, and ServiceNow. ;'> Currently, the analyst consensus on Oracle is a Strong Buy with an average price target of $259.18...

JHVEPhoto/iStock Editorial via Getty Images Introduction Eli Lilly ( LLY ) has multiple catalysts ahead and is driving one of the major market themes outside of AI: weight loss and a broader trend toward healthier lifestyles. The upcoming Orforglipron launch, GLP-1 Medicare/Medicaid eligibility, and LillyDirect will expand the company's total addressable market (TAM). Secondly, potential Retatrutide approval provides another leg of upside and will round out the company's incretin portfolio. Lastly, there is call option-like upside in its neuroscience pipeline as various Alzheimer’s treatments have promise. I am assigning a $1,623 price target with a Strong Buy rating. Mounjaro & Zepbound Continue to Prove Superiority Lilly’s main products, Zepbound and Mounjaro, help solve a clear problem in the United States: obesity. In the most recent National Health and Nutrition Examination Survey (NHANES), 40.3% of U.S. adults had obesity (BMI > 30). According to the most recent population data on Census.gov, that equates to about 138 million people. Put simply, the addressable market for Lilly is massive, and those numbers don’t even account for obesity outside of the U.S., which has been a significant driver of the company's growth as of late. Not only is the market massive, but as research on the health risks of obesity has scaled, awareness of its dangers has never been higher. As a result, we are seeing a nationwide push to promote healthier lifestyles, and weight-loss drugs are a shortcut to get there- everybody loves shortcuts! While NVO ’s products took the early lead, Eli Lilly’s Zepbound and Mounjaro have been a massive success and are now substantially outpacing Novo’s Wegovy and Ozempic, capturing around 60% of the market. LLY vs. NVO: Incretin Analog Market (LLY Q4 2025 Earnings Presentation) Upcoming Orforglipron Launch (Q2) and Expanding Market Access Many are still needle-averse However, these injectable products still leave a significant portion of the obesity...