Operational improvements and new growth initiatives could boost Petco , according to Jefferies. The bank upgraded the pet supplies and food retailer to buy from hold. Analyst Kaumil Gajrawala also lifted his price target to $5 from $4.05, implying upside of around 108%. Gajrawala said that Petco is trading at a discount versus peers. Better execution and self-help measures support an improving return profile, he argued. WOOF 1Y mountain WOOF 1Y chart "Petco enters F26 headed towards growth with liquidity and profitability concerns now in the rear view mirror. The breadth of initiatives planned do not rely on an improving macro and play to the retailer's strengths, giving us confidence they can work," he wrote. "Shares underappreciate the progress made thus far and self-help improvements to come." Petco trades at a forward price-to-earnings multiple of 13, below the S & P Small Cap 600's ratio of 15.5. The analyst said the heavy lifting is behind Petco, with the company going from an urgent liquidity story to a cost management story to now, a growth and return on invested capital story. Gajrawala also applauded the moves Petco has made to improve its balance sheet. "$1.5bn debt was swapped in Feb to a floating/fixed rate mix, pushing out maturities to 2031. The move gives management flexibility to reinvest appropriately. Ample liquidity ($257m cash, revolver untapped) confirms the turnaround strategy is ready to enter the next phase," he wrote. Gajrawala also said that Petco's new management, hired within the last two years, all have turnaround experience at other retailers. With the return to retail fundamentals complete, he believes that the team "shifts to offense." The analyst pointed to near-term growth drivers such as expanding fresh and frozen products, frequent updating product sets and carrying more national brands as tailwinds for more traffic and cross-sell. These near-term self-help efforts, Gajrawala wrote, are not reliant on a change in pet household fo...

India has asked China to allow the sale of some urea cargoes as the war in the Middle East curtails the nation’s gas supplies, threatening fertilizer production in the agricultural powerhouse. Indian officials have asked their Chinese counterparts to consider easing export restrictions as an expanding conflict in the Persian Gulf upends supplies of liquefied natural gas — a crucial feedstock — and forces some fertilizer makers in the South Asian nation to shut plants , according to people familiar with the matter. The move is a sign of the unusual measures countries are taking to secure key commodities as US-Israeli attacks in Iran snarl global trade and raise risks for food and energy supplies. Discussions are ongoing and a decision has yet to be made, said the people, who declined to be named as they were not authorized to talk to the media. China controls urea exports under a quota system. While some shipments were permitted last year — including to India — it has yet to allocate allowances for outbound shipments in 2026, one of the people said. The country is the world’s top urea producer and farmers are gearing up for spring planting, the peak period for fertilizer use. A spokesperson for India’s fertilizer ministry did not immediately reply to a request for comment. China’s commerce ministry did not immediately reply to a fax seeking comment. India’s request comes just as it eased investment rules for bordering countries to support local manufacturing, a step largely aimed at China that signals improving economic ties with its largest neighbor and geopolitical rival. Though India faces no immediate fertilizer shortage, the country is the world’s biggest urea importer and any prolonged gas disruption could force the nation to seek more supplies before the main planting period begins in June with the arrival of monsoon rains. Possible sources of urea to offset the shortfall from the Middle East include China, Russia, Indonesia, Malaysia and Egypt, one of the peo...

Marvin & Palmer Associates Inc. Invests in Meta Platforms National Today

Wells Fargo Maintains Micron Technology(MU.US) With Buy Rating, Raises Target Price to $470 富途牛牛

格隆汇3月12日｜克里姆林宫发言人佩斯科夫表示，俄美在能源市场上的互动是市场稳定的一个因素，这一议题正在双边对话中讨论，但现在谈论这种互动的成效还为时过早。当被问及在俄罗斯总统特别代表德米特里耶夫与美国代表在佛罗里达会晤期间，是否讨论了解除石油制裁以及能源市场合作问题时，佩斯科夫表示：“俄美之间的互动，包括在能源市场上的互动，可以而且应当成为稳定这些市场的重要因素。”他说：“目前谈论任何形式的有效互动还为时过早，不过这一问题确实正在被讨论。”

Middle-market buyout shop Charlesbank Capital Partners LLC agreed to buy a stake in Overbay Capital Partners Inc. in a deal that values the Canadian secondaries firm at C$200 million ($147 million), according to people with knowledge of the matter. Boston-based Charlesbank is making a strategic investment from its funds, according to a statement seen by Bloomberg News. Overbay will remain a significant long-term shareholder “and retain complete control and independence of all investment activities,” the statement said. “They are helping us grow in our next phase,” Overbay Chief Executive Officer Robert McGrath said of Charlesbank in an interview, adding the investment will help the firm strengthen capabilities in data, analytics, artificial intelligence and investor relations, and attract the “best talent.” The size of the deal wasn’t disclosed and McGrath declined to comment on Overbay’s valuation. The transaction is expected to close by mid-year. Founded in 2016 by McGrath, Overbay focuses on buying mature private equity fund stakes from existing investors. The Toronto-based firm manages $3 billion in assets and invests across several sectors such as technology and sports. The secondhand market has boomed in recent years as higher interest rates curbed dealmaking, which in turn slowed cash distributions to investors and made it hard for firms to raise new pools of capital. Last year, secondaries transaction volumes surged 41% to $226 billion, according to a report from Evercore Inc. Read More: Private Secondaries Deals Hit $226 Billion Amid Thirst for Cash “As institutional and private investors increasingly seek liquidity solutions for their alternative asset portfolios, the firms that can deliver consistency and sophistication at scale will define the next chapter of private markets,” Charlesbank CEO Michael Choe said in the statement. Traditional buyout firms are pushing into this corner of the market either by building teams in-house or through acquisition. Ea...

Early work has already identified nearly $300 million in potential cost savings BETHESDA, Md., March 12, 2026 /PRNewswire/ -- Palantir Technologies Inc. (NASDAQ: PLTR), a leading provider of AI systems and enterprise operating systems, and Centrus Energy (NYSE: LEU), the U.S. company leading the effort to restore America's ability to enrich uranium at commercial scale, today announced a landmark partnership that will apply Palantir's AI-driven software tools in support of Centrus' multi-billion-dollar expansion of its uranium enrichment capacity. The partnership will be featured later today at AIPCon 9, an event which brings together leaders from industry and government to showcase the power of Palantir's AI-driven software solutions to help companies to solve complex operational problems. The event will be livestreamed here. Centrus is the only U.S.-owned company that enriches uranium today and recently committed to a commercial-scale expansion of its uranium enrichment plant in Piketon, Ohio – reducing America's dependence on foreign, state-owned enterprises that currently control nearly 100 percent of the world's uranium enrichment capacity. Through this partnership, Centrus is leveraging Palantir's Foundry and Artificial Intelligence Platform (AIP) to integrate disparate systems across classified and unclassified environments and utilizing AI to optimize project controls, engineering, manufacturing execution, supply chain management, and regulatory compliance. Since the partnership began in late January, Centrus and Palantir have already identified nearly $300 million in potential cost savings and efficiencies. Project execution is a key focus area and Centrus is rapidly de-risking it. Additional improvements have been identified that are expected to reduce manufacturing lead times and accelerate the timetable for bringing new uranium enrichment capacity online. Through this partnership, Centrus aims to become the most efficient, cost-competitive and reliable en...

kasezo Palantir Technologies ( PLTR ) and Centrus Energy ( LEU ) announced a landmark partnership on Thursday that will apply Palantir's AI-driven software tools to support Centrus' multi-billion-dollar expansion of its uranium enrichment capacity. Centrus is the only U.S. -owned company that enriches uranium today and recently committed to a commercial-scale expansion of its uranium enrichment plant in Piketon, Ohio, according to a statement . Since the partnership began in late January, Centrus ( LEU ) and Palantir ( PLTR ) have already identified nearly $300 million in potential cost savings and efficiencies. Project execution is a key focus area, and Centrus is rapidly de-risking it. Additional improvements have been identified that are expected to reduce manufacturing lead times and accelerate the timetable for bringing new uranium enrichment capacity online, the companies said. Through this partnership, Centrus aims to become the most efficient, cost-competitive, and reliable enricher in the market. More on Centrus Energy, Palantir Palantir: Hard To Sell A Company That Benefits From Geopolitical Conflicts Palantir: The Rebound Is Just Beginning Peter Thiel Sells Palantir; He May Regret It LG CNS, Palantir forge strategic partnership to speed AI transformation AI names dominate institutional flows as ownership breadth expands across tech: BofA Research

Microsoft Corp (NASDAQ:MSFT) Presents a Blend of Strong Fundamentals and a Key Technical Formation ChartMill

Dollar General press release ( DG ): Q4 GAAP EPS of $1.93 beats by $0.29 . Revenue of $10.9B (+5.8% Y/Y) beats by $80M . Fourth Quarter Same-Store Sales Increased 4.3%; Fiscal Year Same-Store Sales Increased 3.0% Net sales increased 5.9% to $10.9 billion in the fourth quarter of fiscal 2025 compared to $10.3 billion in the fourth quarter of fiscal 2024. The net sales increase was driven by growth in same-store sales and positive sales contributions from new stores, partially offset by the impact of store closures. Same-store sales increased 4.3% compared to the fourth quarter of 2024, reflecting increases of 2.6% in customer traffic and 1.7% in average transaction amount. Same-store sales in the fourth quarter of fiscal 2025 included growth in each of the consumables, seasonal, home products, and apparel categories. The Company expects the following for fiscal year ending January 29, 2027 (“fiscal 2026”): Net sales growth in the range of approximately 3.7% to 4.2% vs 4.22% consensus Same-store sales growth in the range of approximately 2.2% to 2.7% Diluted EPS in the range of approximately $7.10 to $7.35 Diluted EPS guidance assumes an effective tax rate of approximately 25% Diluted EPS guidance assumes a negative impact of approximately $0.13 due to the expiration of the Work Opportunity Tax Credit on December 31, 2025 Capital expenditures, including those related to investments in the Company’s strategic initiatives, in the range of $1.4 billion to $1.5 billion The Company is also reiterating its plans to execute approximately 4,730 real estate projects in fiscal 2026, including opening approximately 450 new stores in the United States and approximately 10 new stores in Mexico , remodeling approximately 2,000 stores through Project Renovate, remodeling approximately 2,250 stores through Project Elevate, and relocating approximately 20 stores. More on Dollar General Dollar General: A Secure Haven From Tariff Chaos Dollar General: An Unexpected Winner Amidst Tariff ...

市场在新旧标产品切换初期，呈现出需求收缩与过渡期观望特征 【财新网】 电动自行车新版国家标准生效后，市场销售节奏持续调整。市场机构奥维云网在3月11日发布的数据显示，2月国内销售电动两轮车298.8万台，同比下降37.9%。 2月降幅环比显著扩大。据奥维云网统计，2026年1月，国内销售电动两轮车345.7万台，同比下降3.6%。 值得注意的是，2025年1月，受到春节假期影响，销量基数本就偏低。奥维云网认为，2026年1月销量仍然同比下滑，这意味着，市场在新版国家标准切换初期，呈现出需求收缩与过渡期观望特征。

文章提及标的 步长制药 -- 步长制药（603858）公告，公司控股子公司步长(广州)医学诊断拟将所持有的湖南众测60.00%股权以人民币1元的价格转让给杨福太。本次转让完成后，步长(广州)医学诊断不再持有湖南众测股权。

文章提及标的 步长制药 -- 步长制药（603858）公告，全资子公司山东丹红拟与杭州鸿育医药科技有限公司就益气活血解郁颗粒临床前研究技术转让及其新药开发事宜签署《技术转让与科研合作合同》。

jetcityimage/iStock Editorial via Getty Images Eli Lilly ( LLY ) has issued a public warning about potential safety risks associated with compounded tirzepatide mixed with vitamin B12. Lilly tested compounded products and found “significant levels of an impurity” that results from a chemical reaction between the vitamin and tirzepatide, the active ingredient in the drugmaker’s blockbuster weight-loss drug Zepbound. “People receiving tirzepatide-B12 products from compounders, telehealth companies, medspas, or anyone else should be aware that they may be using a potentially dangerous product with unknown risks,” the drugmaker said , citing possible toxicity and immune reactions. The company urged the FDA to recall all compounded tirzepatide products combined with untested additives. Lilly ( LLY ) also warned that some compounders are mixing tirzepatide with other substances, including glycine, pyridoxine, niacinamide, and carnitine, in attempts to circumvent restrictions. The company said these additives have no proven clinical benefit for patients taking tirzepatide and could introduce additional safety risks. Like its rival Novo Nordisk, Eli Lilly ( LLY ) is facing pressure from cheaper copycat versions of its obesity and diabetes injections that bypass the strict regulatory approval process required for branded or generic drugs. These compounded medications were initially permitted in the U.S. to address supply shortages during the early surge in demand for weight-loss injections. However, the U.S. Food and Drug Administration has since declared the shortage resolved, meaning the lower-cost compounded versions are no longer allowed. The FDA also recently said it plans to take decisive steps to restrict GLP-1 active pharmaceutical ingredients (APIs) intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies, including Hims & Hers ( HIMS ) and other compounding pharmacies, as similar alternatives to FDA-approved drugs. LLY shares ...

美國傳媒報道，聯邦調查局警告加州可能遭伊朗無人機攻擊，目標包括即將舉行的奧斯卡頒獎禮。美國總統特朗普稱不擔心本土遇襲，指當局掌握潛伏的伊朗組織動向。 下周日將於洛杉磯舉行的第98屆奧斯卡頒獎典禮，準備工作進入最後階段。主辦單位周三在會場外，鋪上紅地毯。因應潛在威脅，頒獎典禮已經加強保安工作。主辦單位指會隨時監控國際局勢，正與聯邦調查局和洛杉磯警察局密切合作，確保典禮萬無一失。 美國廣播公司周三報道，聯邦調查局上月底向加州執法部門發出警報，指2月初收到消息，伊朗打算一旦受到美國攻擊，就會從美國外海以無人機襲擊加州，但未有具體的時間、目標及方式等。 美國總統特朗普被記者問到，是否擔心伊朗可能會加強報復，包括襲擊美國本土時，他回答說不擔心。特朗普又被問到，是否已經掌握有多少，伊朗的潛伏者在美國境內。 美國總統特朗普說：「我有聽過(簡報)，很多人是透過拜登愚蠢的開放邊境政策入境的，但我們知道大多數人在哪裡，我們已經監察他們所有人，我想。」 《紐約時報》報道，單在洛杉磯已經有超過15萬在伊朗出生的美國人，很多原本是在伊朗受壓迫的少數群體，對伊朗政府持批判態度。 加州州長紐森周三表示，州政府已經注意到警告，但認為現在未有即時威脅，已經就無人機問題成立了專門工作小組，並與聯邦政府及當地的執法機構密切溝通。 他指對收到警告不感到驚訝，自己對伊朗戰事的發展有很多疑問，促請特朗普向美國民眾解釋事件，及怎樣結束戰事。加州州政府指，自伊朗戰事爆發以來，加州已經加強安全警戒。

据伊朗伊斯兰革命卫队公共关系部门今天（3月12日）发布的声明，伊朗对美国和以色列相关目标发动“真实承诺4”行动的第41波打击。声明表示，伊朗方面向以色列特拉维夫和耶路撒冷等地的相关目标，以及该地区的美军基地发射了10余枚导弹和自杀式无人机，其中部分导弹配备多弹头或重型战斗部。(CCTV国际时讯)

Warren Buffett is no longer the CEO of Berkshire Hathaway, but he is by no means fading into obscurity. He is still the company's chairman and continues to have an active role, including in an advisory capacity. Perhaps more importantly for our purposes, Buffett's investing philosophy will continue to live on long after he is gone. And some of the stock picks he and his team have made in his long tenure as CEO of Berkshire Hathaway are at least worth considering for investors with the same long-term mindset as the Oracle of Omaha. In that spirit, let's consider two Buffett stocks that look especially attractive: Apple (AAPL +0.01%) and Alphabet (GOOG +0.48%) (GOOGL +0.56%). Here's why these two stocks look like no-brainer buys. 1. Apple It's no secret that Apple is one of Buffett's favorite stocks. It has been Berkshire Hathaway's largest holding for years, and the Oracle of Omaha once said of Apple that: "It's probably the best business I know in the world." Even with Buffett no longer at the head, Berkshire Hathaway will likely hold Apple's shares for many more years. The company's new CEO, Greg Abel, said in his first letter to shareholders that he expects Apple (and other top holdings) to "compound over decades." But what exactly makes Apple such an excellent stock to buy? Here are two factors that are essential to the company's success. First, Apple has an incredibly strong brand name that has inspired loyalty and trust among its customers. That has allowed Apple to build a deep ecosystem of users, many of whom upgrade their devices fairly regularly. Expand NASDAQ : AAPL Apple Today's Change ( 0.01 %) $ 0.03 Current Price $ 260.86 Key Data Points Market Cap $3.8T Day's Range $ 259.55 - $ 262.11 52wk Range $ 169.21 - $ 288.62 Volume 547 Avg Vol 48M Gross Margin 47.33 % Dividend Yield 0.40 % Apple's current upgrade cycle, led by the iPhone 17, is proving particularly strong. In its latest period, the first quarter of its fiscal year 2026, ending on Dec. 27, Apple...

Warren Buffett buying shares of undervalued quality companies and holding on for the long term has led Berkshire Hathaway to decades of market-beating performance. I'm talking about a compounded annual gain of more than 19% over 58 years compared to a compounded increase of a little more than 10% for the S&P 500 Index. That's why investors look closely at Buffett's holdings from quarter to quarter and often try to follow his moves. And that's a smart idea -- even if you have a small amount to put into the stock market, you still can benefit from investing like Buffett. This doesn't mean you have to copy his every decision or that your portfolio should mimic Buffett's. Instead, you might choose a few key holdings or ideas that correspond to your own investing style. For instance, an interest in dividends may lead you to Buffett favorite Coca-Cola (NYSE: KO). And speaking of the beverage powerhouse, it's one of two no-brainer Buffett stocks to buy right now so that you may potentially score a Buffett-like win down the road. Let's check out these magnificent long-term stocks. 1. Coca-Cola Buffett loves dividend stocks, and that's exactly why Coca-Cola has remained a top position in his portfolio for many years. Berkshire Hathaway wrapped up its purchase of 400 million shares of the world's biggest nonalcoholic beverage company back in 1994 -- and, at the time, received a dividend of $75 million. Thanks to annual increases by Coca-Cola, the dividend for the same number of shares grew to $704 million by 2022. Even though most of us don't have Buffett's resources, by owning Coca-Cola, we can still generate an interesting level of passive income over time or even reinvest the dividend to increase our stake in the company. In either case, it's a winning situation. Coca-Cola is likely to keep increasing its dividend for two reasons. First, Coca-Cola has boosted its annual dividend for more than 50 years, so rewarding shareholders is clearly important to the company. Second, ...

伊拉克民兵武装“人民动员组织”12日发表声明称，位于伊拉克西部安巴尔省的该组织下属第19旅当天遭到空袭，造成大量人员伤亡。 伊拉克安全部门一名消息人士当天告诉新华社记者，安巴尔省当天发生一起来源不明的空袭，造成“人民动员组织”至少32名成员死亡、数十人受伤。 另据伊北部基尔库克省一名消息人士透露，“人民动员组织”位于该省的一处指挥部当天也遭空袭，造成3人死亡、4人受伤。 隶属于伊拉克联合行动指挥部的安全媒体中心当天发表声明，谴责两起袭击事件公然侵犯伊拉克国家主权，威胁和平稳定。声明强调，“侵略方”要对袭击造成的严重后果负全部责任。(新华社)

警方以俗稱「隱形戰車」在荃灣追截可疑私家車，期間私家車撞到其他車和警車，兩名警員受輕傷。警方在私家車檢獲懷疑毒品，拘捕私家車司機。 警方追截的是這輛銀色私家車，車頭損毀。碎片散落地上，有警犬在車上搜索。 事發在上午近10時，據了解，警方一輛俗稱「隱形戰車」的無標誌警車，發現涉事私家車在荃灣國瑞路衝燈，於是嘗試截停，被追截的私家車駛至昌榮路迴旋處時，先撞到兩輛因紅燈停下的輕型貨車，再倒車撞向追到來的警車。司機一度反抗、下車逃走，期間踢向警車車門，最終被制服。 警方在私家車上一個袋，檢獲約19克懷疑可卡因、43粒懷疑依托咪酯及67克懷疑俗稱「K仔」的氯胺酮，共約值5.5萬元。 經初步調查，35歲私家車司機涉嫌危險駕駛、無牌駕駛、襲警、販毒及毒後駕駛被捕，被扣留調查。 行動中，一男一女警員受傷，送仁濟醫院治理。

Deutsche Bank AG said its exposure to US commercial real estate remains a “key risk” that could force it to raise provisions for credit losses, as the asset class struggles with refinancings and a stabilization of prices remains uncertain, particularly in the US. “Significant impairment risk remains depending on property types and regions,” Germany’s largest bank said in its annual report on Thursday, highlighting US office space on the West Coast. That “could result in Deutsche Bank experiencing loan loss provisions higher than expected.” The large portfolio of credit for commercial real estate has been a headache for Deutsche Bank ever since surging interest rates and falling office vacancy rates hit property valuations, particularly in the US. Other German financial institutions have been swept up as well, with Deutsche Pfandbriefbank AG exiting the US market and pension fund BVK flagging steep losses from investments made with a US developer. Pension Fund Expects to Write Off Entire Transamerica Investment NYC Real Estate Binge Piles Pressure on Germany’s BVK US Commercial Property Push Backfires for German Lender PBB (2024) Deutsche Bank’s credit loss provisions for its North American portfolio of “stress-tested CRE” was €613 million ($708 million) at the end of the 2025. That compares with €400 million at the end of last year. The exposure to non-performing commercial real estate loans stood at €3.6 billion, compared to €2.8 billion a year earlier. “Overall, uncertainty remains with respect to future defaults and the timing of a full recovery in the CRE markets,” Deutsche Bank said in the report.

XtockImages/iStock via Getty Images India is drafting a new set of smartphone manufacturing incentives that would link government subsidies to exports and broader use of domestically made parts, in a move that could benefit Apple ( AAPL ), Samsung Electronics ( SSNLF ), and their suppliers, Reuters reported, citing people with knowledge of the matter. The scheme — effectively a second phase of India's flagship phone manufacturing program — will start rewarding companies for shipping devices abroad, the report added . Unlike the current Production-Linked Incentive, or PLI, program, which ends March 31 and is mainly focused on incremental local output, the new plan explicitly ties benefits to exports and localization, according to the report. The proposal framework, size of the incentives, and the overall budget are still being finalized and could change during the inter-ministerial consultations, the report noted. The incentive revamp underscores the iPhone maker’s growing importance to India’s electronics objective. Apple's contract manufacturers account for about three-fourths of the country’s smartphone exports, helping transform India into one of the world’s fastest-growing handset export hubs. The company intends to ship most U.S.-bound iPhones from India by year-end, the report added. Major contract manufacturers for Apple in India include Foxconn ( FXCOF ) — which is formally known as Hon Hai Precision ( HNHAF ) ( HNHPF ) — Tata Electronics, and Pegatron. With roughly every smartphone sold in India now assembled domestically, officials think the initial incentive program has largely met its objective of satisfying local demand. Policymakers are now moving focus to higher value addition as the next stage of the strategy beyond just assembly, the report noted. The Indian government is also looking to ask Chinese smartphone brands such as Oppo, Vivo, and Xiaomi — all of which mainly make in India for the local market — to use the country as an export base, the re...

近日，鞍钢股份召开1000MPa级水电钢板技术评审会，来自业主单位、科研院所、高等院校及行业相关单位的16位权威技术专家对该公司超高强韧水电钢产品给予高度评价，认定其性能优异，完全满足大型水电工程压力钢管、岔管、蜗壳及配水环管等核心结构用钢要求。未来，针对极端工况下新一代水电站及抽水蓄能电站建设需求，鞍钢股份将持续深耕高端水电用钢领域，不断强化技术创新与产品升级。（人民财讯）

Tesla (TSLA) is staffing up and preparing new machines at its Austin, Texas Giga plant to produce hu 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.

Analysts have been eager to weigh in on the Technology sector with new ratings on Fortinet (FTNT – Research Report), Septerna, Inc. (SEPN – Research Report) and Oracle (ORCL – Research Report). Fortinet (FTNT) In a report released today, Roger Boyd from UBS maintained a Hold rating on Fortinet, with a price target of $90.00. The company’s shares closed last Tuesday at $84.20. According to TipRanks.com, Boyd is a 1-star analyst with an average return of -3.4% and a 43.9% success rate. Boyd covers the Technology sector, focusing on stocks such as CrowdStrike Holdings, Palo Alto Networks, and Tenable Holdings. ;'> Fortinet has an analyst consensus of Hold, with a price target consensus of $87.70, a 4.1% upside from current levels. In a report released yesterday, BTIG also maintained a Hold rating on the stock. See today’s best-performing stocks on TipRanks >> Septerna, Inc. (SEPN) H.C. Wainwright analyst Ram Selvaraju reiterated a Buy rating on Septerna, Inc. today and set a price target of $40.00. The company’s shares closed last Tuesday at $28.02, close to its 52-week high of $28.99. According to TipRanks.com, Selvaraju is a 5-star analyst with an average return of 26.3% and a 57.0% success rate. Selvaraju covers the Healthcare sector, focusing on stocks such as Santhera Pharmaceuticals Holding, Reviva Pharmaceuticals Holdings, and MoonLake Immunotherapeutics. ;'> Septerna, Inc. has an analyst consensus of Strong Buy, with a price target consensus of $42.25, a 43.7% upside from current levels. In a report released yesterday, TipRanks – DeepSeek also upgraded the stock to Buy with a $32.00 price target. Oracle (ORCL) TD Cowen analyst Derrick Wood reiterated a Buy rating on Oracle today and set a price target of $250.00. The company’s shares closed last Tuesday at $149.40. According to TipRanks.com, Wood is a 2-star analyst with an average return of 0.0% and a 43.1% success rate. Wood covers the Technology sector, focusing on stocks such as Onestream, Inc. Class A, Kla...

Microsoft and DataBahn have expanded their partnership to integrate an AI-native data fabric directly into Microsoft Sentinel. The move brings AI powered connectors that can process, normalize, and route security telemetry from more than 500 data sources inside Sentinel. The companies claim this can cut analytics tier ingestion costs for Sentinel by up to 60% while simplifying deployment and ongoing operations for security teams. Microsoft, trading on the NasdaqGS under the ticker NasdaqGS:MSFT, currently has a share price of $404.88. Over the past 5 years, the stock has returned 78.0%, with a 56.1% return over 3 years and 6.4% over the past year, and a value score of 5. Against that backdrop, this new partnership update sits within a multi year push to build out the company’s cloud and security capabilities. For investors watching NasdaqGS:MSFT, this development speaks directly to one of the bigger pain points in cloud security, the cost and complexity of handling massive security data flows. The AI driven data pipeline for Sentinel could be important for customers that are sensitive to analytics tier costs and want simpler operations, especially as security teams deal with growing data volumes and tighter budgets. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Microsoft. NasdaqGS:MSFT Earnings & Revenue Growth as at Mar 2026 The DataBahn tie-up is squarely about making Microsoft Sentinel cheaper and easier to run for large security teams. By sitting an AI-powered data fabric in front of Sentinel, Microsoft is trying to tackle issues that often slow SIEM projects, such as weeks-long onboarding of log sources, manual parsing rules, and fast-rising ingestion bills as data volumes grow. For you, the key point is that this is not a new standalone product. It is deeper integration that could make Sentinel a more attractive choice when CISOs compare it with tools from players like S...

tadamichi Celsius Holdings ( CELH ) Chief Financial Officer Jarrod Langhans noted that the consumer crossover between the Celsius brand and the Alani Nu brand was not as significant based on data over the last twelve months. The implication is that Alani Nu's strong growth is not cannibalizing sales from the Celsius brand, even though both are popular with the female demographic. "And just like there's different male consumers, I think it's taken some time for maybe some folks to wrap their heads around the fact that there's different female consumers also. And if you try a Celsius, it's more fruit forward, that is sweet flavored and you try an Alani, Lime Slush is here, the LTO that we've got out for them right now. It's a very sweet profile, very different consumer. And when you look at the category, I mentioned it earlier, the two biggest growth drivers in the category right now are female and sugar-free. I can't think of a better portfolio that I want to have out there than both an Alani and Celsius profile," highlighted Langhans at the conference. Celsius Holdings ( CELH ) acquired Alani Nu in a $1.8B cash-and-stock deal that closed on April 1 of last year. The deal created a combined "better-for-you" energy and functional beverage portfolio aimed at health-oriented consumers. The net purchase price was $1.65B after tax considerations. Shares of Celsius Holdings ( CELH ) are up more than 60% since the Alani Nu deal closed. More on Celsius Celsius Holdings, Inc. (CELH) Presents at UBS Global Consumer and Retail Conference Transcript Celsius Still Looks Undervalued With Two Strong Growth Brands Celsius Q4: Strong Results, Significant Upside Celsius Holdings continues its global expansion with a new distribution deal in Spain (updated) Celsius Holdings attracts a double upgrade from BofA

hapabapa/iStock Editorial via Getty Images Lam Research Corporation ( LRCX ) has benefited strongly from the AI-driven capital expenditure cycle on memory. It has gained 194% in the past year, outperforming the broader semiconductor index, which grew 86%. This rally has drawn skepticism as investors have questioned the durability of the AI build-out. But, we are buyers of the recent dip as we think the company is sitting at the very intersection of nearly every structural growth vector in semi, like HBM stacking, NAND layer scaling, advanced package, and gate-all-around (GAA) transistor architectures. Data by YCharts Ten quarters of consecutive growth Lam Research delivered an exceptional quarter in FY2Q26 (CY4Q25) with revenue up 22% Y/Y to $5.34B, ahead of market estimates of $5.23B. Non-GAAP gross margins were 49.7%, which expanded 220bps Y/Y. Non-GAAP operating margin reached 34.3%, compared to 30.7% a year ago. Similarly, EPS grew to $1.27, beating estimates by 9%. …and then some more. The March 2026 quarter was guided to $5.7B in revenue at the midpoint, which was well above the consensus of $5.2B at the time of the earnings call. Non-GAAP gross margin was expected to be ~49%, and EPS was guided to reach $1.35. The slight dip in gross margins was explained as a shift in customer mix and not pricing pressure. The management emphasized product and customer mix as more important than sheer volume on a Q/Q basis, and the business is not truly about a fixed-cost leverage story. The expanding WFE cycle is constrained by supply CEO Tim Archer commented positively on the wafer fabrication equipment (WFE) outlook . The initial view on CY2026 WFE is up ~23% Y/Y to $135B from $110B in CY2025. It is implied that demand exceeds this view as the industry is currently supply-constrained on clean room availability. Major customers like Taiwan Semiconductor Manufacturing Company Limited ( TSM ) and Intel Corporation ( INTC ) are likely behind schedule on the physical construct...

China expands iron ore ban to new BHP product, sources say Reuters

文章提及标的 锅圈 -- 锅圈（HK2517）公告，2025年收入78.1亿元，同比增长20.7%；净利润4.54亿元，同比增长88.2%。