Three ETFs with unique approaches to defensive portfolio building offer access to low-volatility names, value stocks, and free cash flow leaders.

Stevens Capital Management LP acquired a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 302,656 shares of the computer hardware maker's stock, valued at approximately $56,470,000. NVIDIA accounts for about 7.5% of Stevens Capital Management LP's investment portfolio, making the stock its largest holding. A number of other institutional investors also recently added to or reduced their stakes in NVDA. Isthmus Partners LLC increased its position in NVIDIA by 13.4% during the 3rd quarter. Isthmus Partners LLC now owns 1,809 shares of the computer hardware maker's stock worth $338,000 after purchasing an additional 214 shares during the period. Coyle Financial Counsel LLC lifted its holdings in shares of NVIDIA by 3.3% in the 3rd quarter. Coyle Financial Counsel LLC now owns 28,730 shares of the computer hardware maker's stock valued at $5,360,000 after buying an additional 921 shares during the period. Greenwoods Asset Management Hong Kong Ltd. lifted its holdings in shares of NVIDIA by 277.3% in the 3rd quarter. Greenwoods Asset Management Hong Kong Ltd. now owns 2,378,757 shares of the computer hardware maker's stock valued at $443,828,000 after buying an additional 1,748,317 shares during the period. Bridgewater Advisors Inc. boosted its stake in shares of NVIDIA by 3.3% in the third quarter. Bridgewater Advisors Inc. now owns 146,640 shares of the computer hardware maker's stock valued at $27,580,000 after buying an additional 4,628 shares in the last quarter. Finally, China Universal Asset Management Co. Ltd. boosted its stake in shares of NVIDIA by 9.4% in the third quarter. China Universal Asset Management Co. Ltd. now owns 462,213 shares of the computer hardware maker's stock valued at $86,244,000 after buying an additional 39,539 shares in the last quarter. Hedge funds and other institutional investors o...

(RTTNews) - Private equity firm Siris announced a definitive agreement to acquire a majority stake in TAKKION, a services provider to the renewable energy industry, from funds managed by Apollo Global Management, Inc. (APO). The terms of the deal were not disclosed. The transaction is expected to close in the second quarter of 2026, subject to customary closing conditions. Siris said TAKKION provides a mission-critical service, supporting the renewable energy sector, and is well positioned to further capitalize on the accelerating energy demands driven by AI data center expansion. Siris will partner with TAKKIONs highly experienced management team to further optimize operations, expand its proven service capabilities into adjacent renewable sectors, and pursue both organic and inorganic growth opportunities. Already a leader in wind energy services, TAKKION is well-positioned to continue expanding into adjacencies such as solar, battery, and transmission. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

LGT Group Foundation decreased its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 2.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 323,655 shares of the information services provider's stock after selling 9,346 shares during the quarter. Alphabet comprises 0.9% of LGT Group Foundation's holdings, making the stock its 24th largest holding. LGT Group Foundation's holdings in Alphabet were worth $79,470,000 at the end of the most recent reporting period. Get Alphabet alerts: Sign Up A number of other institutional investors also recently modified their holdings of the company. Robinson Smith Wealth Advisors LLC increased its stake in Alphabet by 1.8% during the 3rd quarter. Robinson Smith Wealth Advisors LLC now owns 2,070 shares of the information services provider's stock valued at $504,000 after purchasing an additional 36 shares in the last quarter. Searle & CO. grew its holdings in shares of Alphabet by 0.6% during the third quarter. Searle & CO. now owns 5,703 shares of the information services provider's stock valued at $1,389,000 after buying an additional 36 shares during the last quarter. Navellier & Associates Inc. grew its holdings in shares of Alphabet by 0.6% during the third quarter. Navellier & Associates Inc. now owns 5,846 shares of the information services provider's stock valued at $1,424,000 after buying an additional 36 shares during the last quarter. BankPlus Wealth Management LLC increased its position in shares of Alphabet by 1.2% during the third quarter. BankPlus Wealth Management LLC now owns 3,143 shares of the information services provider's stock worth $766,000 after acquiring an additional 37 shares in the last quarter. Finally, Activest Wealth Management raised its holdings in shares of Alphabet by 0.5% in the 3rd quarter. Activest Wealth Management now owns 7,997 shares of the information services provider...

Siligmueller & Norvid Wealth Advisors LLC boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 94.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,794 shares of the e-commerce giant's stock after acquiring an additional 2,819 shares during the period. Siligmueller & Norvid Wealth Advisors LLC's holdings in Amazon.com were worth $1,272,000 as of its most recent SEC filing. Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in Amazon.com in the 2nd quarter valued at $27,438,011,000. Nuveen LLC purchased a new position in Amazon.com during the 1st quarter worth $11,674,091,000. Vanguard Group Inc. lifted its stake in shares of Amazon.com by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant's stock worth $186,420,422,000 after acquiring an additional 17,447,045 shares during the period. Laurel Wealth Advisors LLC raised its holdings in Amazon.com by 22,085.8% during the second quarter. Laurel Wealth Advisors LLC now owns 12,177,557 shares of the e-commerce giant's stock worth $2,671,634,000 after purchasing an additional 12,122,668 shares in the last quarter. Finally, Goldman Sachs Group Inc. raised its holdings in Amazon.com by 21.3% during the first quarter. Goldman Sachs Group Inc. now owns 57,908,424 shares of the e-commerce giant's stock worth $11,017,657,000 after purchasing an additional 10,176,835 shares in the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors. Get Amazon.com alerts: Sign Up Amazon.com News Summary Here are the key news stories impacting Amazon.com this week: Insider Buying and Selling In other Amazon.com news, CEO Matthew S. Garman sold 17,751 shares of the firm's stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $205.22,...

Tredje AP fonden lowered its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 2.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,609,166 shares of the e-commerce giant's stock after selling 58,270 shares during the quarter. Amazon.com comprises 4.6% of Tredje AP fonden's portfolio, making the stock its 5th largest position. Tredje AP fonden's holdings in Amazon.com were worth $572,895,000 as of its most recent filing with the Securities and Exchange Commission (SEC). A number of other institutional investors also recently bought and sold shares of the stock. Fairway Wealth LLC grew its holdings in shares of Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock worth $25,000 after acquiring an additional 60 shares during the period. Sellwood Investment Partners LLC bought a new stake in shares of Amazon.com during the third quarter valued at approximately $27,000. Bridge Generations Wealth Management LLC grew its stake in Amazon.com by 2,330.0% in the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock worth $53,000 after purchasing an additional 233 shares during the period. Cooksen Wealth LLC raised its holdings in Amazon.com by 23.5% in the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock worth $54,000 after purchasing an additional 47 shares in the last quarter. Finally, PayPay Securities Corp lifted its position in Amazon.com by 62.3% during the third quarter. PayPay Securities Corp now owns 250 shares of the e-commerce giant's stock valued at $55,000 after buying an additional 96 shares during the period. 72.20% of the stock is owned by institutional investors. Get Amazon.com alerts: Sign Up Wall Street Analyst Weigh In Several research analysts recently issued reports on AMZN shares. DZ Bank upgraded shar...

Heritage Insurance (HRTG) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.10 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 127.78%. A quarter ago, it was expected that this property and casualty insurance holding company would post a loss of $0.38 per share when it actually produced a loss of $0.59, delivering a surprise of -55.26%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Heritage Insurance , which belongs to the Zacks Insurance - Property and Casualty industry, posted revenues of $166.71 million for the quarter ended December 2021, surpassing the Zacks Consensus Estimate by 1.76%. This compares to year-ago revenues of $159.55 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Heritage Insurance shares have lost about 7.5% since the beginning of the year versus the S&P 500's decline of -9.2%. What's Next for Heritage Insurance? While Heritage Insurance has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has ...

MediaProduction/E+ via Getty Images Co-authored with Hidden Opportunities Kindergarten Cop (1990) is widely considered a rewatchable cult classic action-comedy movie starring Arnold Schwarzenegger. It is about a Los Angeles police detective working undercover as a kindergarten teacher to apprehend a criminal. There is a popular scene in this movie where Arnold rests his hand on his forehead while in the classroom . Little Girl: "What's the matter?" Arnold: "I have a headache." Little Boy: "It might be a tumor." This scene tells us a very important thing. Life throws challenges from time to time, and the human mind instinctively jumps to the worst possible conclusion. Arnold responds emphatically: "It's not a toomah, it's not a toomah, at all!" The financial markets experience turmoil and uncertainty from time to time. If you are one of those who likes to fear the worst possible outcome, you will be sitting out of most attractive opportunities. "The future is never clear; you pay a very high price in the stock market for a cheery consensus. Uncertainty actually is the friend of the buyer of long-term values." - Warren Buffett When fear rises, prices fall. When consensus is cheerful, valuations expand. If you insist on waiting for absolute clarity, you will usually buy at the most expensive moments. This is when the "headache" has already been declared harmless, and optimism is fully priced in. Today, we will discuss two picks that have been weighed down by circumstances surrounding their respective industries, but they remain well-positioned to deliver value for long-term income investors. Pick #2: BIZD - Yield 13% VanEck BDC Income ETF ( BIZD ) is a passively managed Exchange Traded Fund that tracks an index of publicly traded BDCs (MVIS US Business Development Companies Index). As of February 20, BIZD reported $1.48 billion in AUM, invested across 33 holdings. BIZD is a market-cap-weighted ETF, meaning its largest holdings are the biggest and most prominent BDCs ou...

LGT Group Foundation boosted its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 5.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 83,006 shares of the enterprise software provider's stock after buying an additional 4,589 shares during the period. LGT Group Foundation's holdings in Oracle were worth $23,990,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Swiss National Bank raised its position in Oracle by 7.6% in the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider's stock valued at $1,113,526,000 after purchasing an additional 360,000 shares during the period. Patton Fund Management Inc. boosted its position in shares of Oracle by 626.1% in the third quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider's stock worth $3,245,000 after buying an additional 9,948 shares during the period. Ironwood Investment Counsel LLC boosted its position in shares of Oracle by 45.3% in the second quarter. Ironwood Investment Counsel LLC now owns 3,723 shares of the enterprise software provider's stock worth $814,000 after buying an additional 1,161 shares during the period. Meeder Advisory Services Inc. grew its stake in shares of Oracle by 8.4% in the third quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider's stock valued at $11,516,000 after buying an additional 3,184 shares in the last quarter. Finally, Decker Retirement Planning Inc. acquired a new stake in shares of Oracle in the third quarter valued at about $689,000. 42.44% of the stock is owned by institutional investors and hedge funds. Get Oracle alerts: Sign Up Analyst Upgrades and Downgrades Several research firms recently commented on ORCL. Scotiabank reduced their price target on Oracle from $260.00 to $220.00 ...

FuelCell Energy press release ( FCEL ): Q1 Non-GAAP EPS of -$0.52 beats by $0.16 . Revenue of $30.53M (+60.8% Y/Y) misses by $11.68M . Backlog of $1.17 billion, compared to $1.31 billion, a decrease of approximately 10.8% More on FuelCell Energy FuelCell Energy: A Day Late And A Dollar Short - Sell FuelCell Energy, Inc. 2025 Q4 - Results - Earnings Call Presentation FuelCell Energy, Inc. (FCEL) Q4 2025 Earnings Call Transcript Earnings week ahead: ORCL, ADBE, LI, NIO, HPE, ZIM, KSS, and more FuelCell Energy Q1 2026 Earnings Preview

伊朗称击落超82架无人机4架F15 2026-03-09 19:34:46 来源： 同花顺7x24快讯 分享 文章提及标的 无人机 -- 伊朗军方消息人士今天(3月9日)表示，自2月28日遭美国、以色列联合袭击以来，伊朗已击落超过82架美以无人机（885564），并击落4架F-15战机，同时摧毁多处美以雷达设施。(CCTV国际时讯)

格隆汇3月9日｜三星表示，希望与更多AI公司达成战略合作协议，将各种AI模型整合进其智能手机之中，以削弱苹果在全球市场的领先优势。三星电子总裁卢泰文表示，消费者正使用多个AI服务，三星提供更多选择可能让Galaxy设备脱颖而出。

格隆汇3月9日｜香港特区政府食物环境卫生署食物安全中心今日宣布，因应世界动物卫生组织通报，指美国部分地区爆发高致病性H5N1禽流感，中心即时指示业界暂停从有关地区进口禽肉及禽类产品（包括禽蛋），以保障香港公众健康。

Eric Broder Van Dyke Live Nation Entertainment ( LYV ) shares jumped nearly 9% in premarket trading on Monday after Politico reported that the company reached a settlement with the Department of Justice in its antitrust case and will pay $200M in damages to participating states. The settlement would require Live Nation to allow rival ticketing companies to access part of its platform, shorten Ticketmaster exclusivity contracts, and divest from more than 10 amphitheaters, Politico said. The settlement discussions have intensified since a trial kicked off March 2, and a final agreement could be announced in the coming days, Bloomberg News reported. The exact timing is still in flux, the people said. Shares in Ticketmaster-parent Live Nation ( LYV ) were up ~8.8% to $170 in premarket trading. More on Live Nation Entertainment Live Nation Entertainment, Inc. (LYV) Q4 2025 Earnings Call Transcript Live Nation: Lawsuit Uncertainty And Lofty Valuations Make Me Pass On It Live Nation: Deceleration Fears Are Becoming A Reality The DOJ's massive trial against Live Nation begins Live Nation falls on report that settlement efforts have stalled ahead of DOJ trial

ZIM Integrated press release ( ZIM ): Q4 GAAP EPS of $0.32 beats by $0.84 . Revenue of $1.49B (-31.3% Y/Y) misses by $50M . Declared Q4 2025 Dividend of Approximately $106 Million, or $0.88 per Share, Representing, Together with Previous Dividends Distributed on Account of 2025 Results, Approximately 50% of the Full Year 2025 Net Income More on ZIM Integrated ZIM Integrated: Hapag-Lloyd $35 Offer Likely To Be Accepted ZIM Integrated: Buying The 25% Shipper Arbitrage ZIM Integrated Shipping Gets A Huge Buyout Offer From Hapag-Lloyd ZIM Integrated declares $0.88 dividend ZIM Integrated Q4 2025 Earnings Preview

*In light of the proposed transaction with Hapag-Lloyd, ZIM will not be providing full-year 2026 financial guidance and will not host a conference call in connection with its fourth quarter and full year 2025 results. More on ZIM Integrated ZIM Integrated: Hapag-Lloyd $35 Offer Likely To Be Accepted ZIM Integrated: Buying The 25% Shipper Arbitrage ZIM Integrated Shipping Gets A Huge Buyout Offer From Hapag-Lloyd ZIM Integrated declares $0.88 dividend ZIM Integrated Q4 2025 Earnings Preview

Amazon Pharmacy sets itself apart in expanding access to the Zepbound KwikPen through Same-Day Delivery to more than half of U.S. households, a caregiver support feature for managing loved ones' prescriptions, 24/7 licensed pharmacist access and a full-service digital pharmacy offering a wide range of additional medications—all in one place. Amazon Pharmacy now offers customers transparent cash-pay pricing starting at $299 per month for the 2.5 mg KwikPen starter dose and convenient, fast home delivery. SEATTLE, March 09, 2026--(BUSINESS WIRE)--Amazon Pharmacy (NASDAQ: AMZN), a full-service digital pharmacy that delivers medications quickly and directly to customers' homes, today announced expanded access to the new Zepbound® KwikPen® through Amazon Pharmacy. Eli Lilly's multi-dose injectable treatment for weight management is designed to deliver a full month of medication in a single device, offering patients a more convenient alternative by reducing the number of single-dose devices required. With a valid prescription, customers can order Zepbound KwikPen through Amazon Pharmacy, see exactly how much the medication costs—starting at $299 per month for the 2.5 mg starter dose—through Amazon Pharmacy’s transparent pricing before checkout, and have their medication delivered directly to their door. Eli Lilly's Zepbound is one of the most prescribed injectable weight management medications in the U.S. It has been shown to help adults lose weight and maintain weight loss when used alongside diet and exercise. It is also approved to help treat adults with obesity and moderate-to-severe obstructive sleep apnea. "Convenient access to medications and clear, transparent pricing are at the heart of what we do at Amazon Pharmacy," said Tanvi Patel, Vice President and General Manager of Amazon Pharmacy. "By expanding access to the Zepbound KwikPen with upfront self-pay pricing, we’re making it easier for customers to get the treatments their doctors prescribe in a simpler way—...

Weight-loss injections at home: Amazon ships Zepbound for $299 a month Stock Titan

The pair had left the bag outside the shop in the Southland region as they waited for a vehicle to be serviced on 18 February, New Zealand Police said in a statement. before returning to look for it in a state of agitation.

I am going to be very blunt. Many retirees say they want income from their portfolio but refuse to sell shares to generate it. The idea is that spending dividends or distributions feels acceptable, while selling principal feels like running down the portfolio. That distinction is mostly mental accounting. What actually matters is total return. ... The 48% Dividend Mirage: Why Retirees Are Flocking to This High-Yield ETF Only to Lose Their Principal

For now, Musk's single-word reaction offered little insight into what he thinks the potential pivot might mean. There have also been AI-chip supply deals involving Advanced Micro Devices, Inc. , underscoring how the country is positioning itself as a major buyer of AI computing power. See Also: Disney Was Built on Character IP — This Pre-IPO Company Is Using the Same Playbook Alphabet Inc. is also involved. Google Cloud and Saudi Arabia's Public Investment Fund previously announced plans for a $10 billion AI hub in the kingdom aimed at accelerating artificial-intelligence development. Meanwhile, Amazon.com Inc 's cloud division AWS has committed more than $5.3 billion to build a new cloud and data-center region in Saudi Arabia expected to come online in 2026. Nvidia Corp is supplying 18,000 Blackwell AI chips for a 500-megawatt Saudi data-center project linked to the state-backed AI company Humain — one of the largest AI infrastructure deployments announced in the region. Trending: Explore Jeff Bezos-backed Arrived Homes and see how investors are earning passive rental income — now with a limited-time 1% bonus match for new investors. But speculation that parts of the development could pivot toward AI infrastructure reflects a broader trend: countries are racing to build massive computing capacity to support artificial intelligence. Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Invest Now at Just $0.85 a Share The Tesla, Inc. and SpaceX chief responded with a single word — "Interesting" — to a post on X claiming Saudi Arabia could abandon plans for ‘The Line’, its proposed 170-kilometer linear city, and instead convert the massive project into an AI data-center hub. Saudi Arabia's futuristic megacity project may be heading in a very different direction. And Elon Musk appears to be paying attention. Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Story Continues But it underscores the scale o...

NovaBridge and Visara Post Strong VIS-101 Phase 2a Wet AMD Data, Plot Path to Late-Stage Trials TipRanks

LGT Group Foundation decreased its position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 31.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 73,377 shares of the semiconductor manufacturer's stock after selling 33,475 shares during the quarter. LGT Group Foundation's holdings in Micron Technology were worth $13,366,000 as of its most recent SEC filing. Several other institutional investors have also recently made changes to their positions in MU. American Capital Advisory LLC lifted its stake in shares of Micron Technology by 20.4% in the 3rd quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer's stock valued at $46,000 after purchasing an additional 46 shares during the period. Teamwork Financial Advisors LLC grew its position in Micron Technology by 0.4% during the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer's stock valued at $2,505,000 after buying an additional 53 shares during the period. Blue Trust Inc. grew its position in Micron Technology by 0.5% during the third quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer's stock valued at $1,779,000 after buying an additional 53 shares during the period. Lodestone Wealth Management LLC increased its holdings in Micron Technology by 3.2% in the third quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer's stock valued at $283,000 after buying an additional 53 shares in the last quarter. Finally, Sunpointe LLC increased its holdings in Micron Technology by 1.3% in the third quarter. Sunpointe LLC now owns 4,011 shares of the semiconductor manufacturer's stock valued at $671,000 after buying an additional 53 shares in the last quarter. 80.84% of the stock is owned by hedge funds and other institutional investors. Get Micron Technology alerts:...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Survey Monday There were big fears last week should oil trade over $100. It has since surpassed that level, with $100 now looked upon as somewhat of a downside target. Amid the ongoing developments in Iran, where do you see WTI crude oil ending this month? Click here to take the poll and don't forget to share your thoughts in the WSB comments section . Good morning! Here's the latest in trending: Energy watch: Is Putin the big winner in the Iran conflict? The picks: Here are the best oil and gas stock plays . Stepping down: The FDA's vaccine chief is leaving the agency again . The supply angle That didn't take long. After topping $70 per barrel early last week in the immediate aftermath of the Iran war, crude oil continued to climb, breaking through $80 and then $90 just before the weekend. The surge didn't stop there. As futures reopened on Sunday night, the WTI benchmark ( CL1:COM ) took out $100 and then $110 , before easing back. The latest: Many reports suggest the G7 is considering a coordinated release of crude reserves to help tame prices in the current environment. It'd be a big help given that the Gulf shipping remains at a standstill due to the risks of transport through the Strait of Hormuz. A lot has also been going on over the last 48 hours, which has added fresh war premiums and risks of a prolonged supply shock. Mojtaba Khamenei was elected as the next Supreme Leader of Iran, and looks set to continue in the hardline ways of his father, Ayatollah Ali Khamenei. Meanwhile, crude production has been reduced across the Gulf , in countries like Kuwait, the UAE, Iraq, and Bahrain, amid shipping troubles and relentless attacks. There are also worries about GDP and resurgent inflation , complicating the picture for the U.S. economy and the globe. "Short term oil prices, which will drop rapidly when the destruction of th...

asbe/iStock via Getty Images Introduction If you have ever read a report on anxiety, you’ll know that the worst thing for people isn’t usually the thing they are afraid of, but the “what-if” cycle that follows. Once anxiety starts, all kinds of scenarios pop up that make things even worse. Some people have it worse than others. The market has it too. I think the best example of this in recent history was the 2020 pandemic. Initially, we got the news that a virus had emerged in Wuhan, China. The market didn’t care for weeks. However, when it became worse and started spreading to other areas, lockdowns were enforced. Although the situation was way more complex than I make it seem right now, the main situation was that nobody really seemed to know how bad things could get. We simply didn’t know if it was a bad flu or something much worse. That’s when the “what-if” cycle started. What if the pandemic were so bad that lockdowns were actually needed (assuming they were effective)? What if supply chains were to break? Would food supply be guaranteed? How long can the government support closed businesses without risking mass bankruptcies? How bad could a mass-bankruptcy event be? The poll below was conducted in March 2020, a month before the market started to really bleed: YouGov During that time, Bill Ackman had a famous interview on CNBC, where he essentially made the case that prolonged lockdowns would break the economy (I’m paraphrasing here): “What’s scaring the American people and corporate America now is the gradual roll-out,” said Ackman, of containment and distancing measures. “Capitalism does not work in an 18-month shutdown, capitalism can work in a 30-day shutdown.” - Via Forbes Luckily, lockdowns quickly ended, economic demand rebounded, and QE fueled the markets even more. While we can debate the long-term side effects of the pandemic mess, it turned out that anxiety was misplaced. Right now, we’re not in a pandemic-like sell-off. While I am writing this, the ...

Dianthus Therapeutics press release ( DNTH ): Q4 GAAP EPS of -$1.43 misses by $0.34 . Revenue of $0.28M (-78.9% Y/Y) misses by $0.17M . $514.4 million of cash, cash equivalents and investments as of December 31, 2025 is projected to provide runway into 2028. More on Dianthus Therapeutics Dianthus Therapeutics, Inc. (DNTH) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript Dianthus Therapeutics, Inc. (DNTH) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Dianthus Therapeutics, Inc. (DNTH) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Seeking Alpha’s Quant Rating on Dianthus Therapeutics Historical earnings data for Dianthus Therapeutics

Cathie Wood is not known for sitting on the sidelines. The ARK Invest founder has a long history of making bold bets on disruptive technology, and her latest move is turning heads. Last week, Wood added more than $12 million worth of Baidu (BIDU) stock across ARK Invest's exchange-traded funds. It's a notable call at a time when the competition between artificial intelligence in the U.S. and China is heating up. So what does Wood see in Baidu that others might be missing? Baidu Is No Longer Just a Search Engine Most Americans know Baidu as China's version of Google (GOOGL) (GOOG). But the company has quietly transformed itself into one of China's most comprehensive AI platforms, and its latest earnings results back that up. In the fourth quarter of 2025, Baidu's core AI-powered business generated more than RMB 11 billion ($1.6 billion) in revenue, equal to 43% of total Baidu General Business revenue. That share has been climbing steadily over recent quarters. The company operates across several high-growth AI verticals: AI Cloud Infrastructure : Revenue hit roughly RMB 20 billion ($2.9 billion) for the full year 2025, up 34% year-over-year (YoY). Subscription-based revenue from AI accelerator infrastructure surged 143% YoY in Q4 alone. : Revenue hit roughly RMB 20 billion ($2.9 billion) for the full year 2025, up 34% year-over-year (YoY). Subscription-based revenue from AI accelerator infrastructure surged 143% YoY in Q4 alone. Autonomous Ride-Hailing (Apollo Go) : Baidu delivered over 10 million fully driverless rides in 2025. Cumulative rides to the public have now crossed 20 million. The service has expanded to 26 cities worldwide, including Abu Dhabi, Dubai, London, and Seoul. : Baidu delivered over 10 million fully driverless rides in 2025. Cumulative rides to the public have now crossed 20 million. The service has expanded to 26 cities worldwide, including Abu Dhabi, Dubai, London, and Seoul. AI Applications : Full-year 2025 revenue from AI applications exceed...

Getty Images Investment Thesis Technology has already entered the second leg of the AI arms race to deploy AI infrastructure at the bleeding edge, with model inference workloads picking up the demand for compute from model training workloads. At the center of it all, the compute market's most dominant force, Nvidia Corp. ( NVDA ), still leads the crusade to deploy its GPU compute nodes and systems in global data centers, leaving very little doubt about the investability of Nvidia's shares over the long term. However, in the short term, Nvidia's management must solve three major issues, the 'Unholy Trinity,' as I call it, in its earnings reports moving forward if the company wants to regain that significant level of investor confidence seen during 2023-2024. Nvidia's forward valuation multiples are shielding the company from the looming presence of the GPU maker's Unholy Trinity of issues, which is why I am still bullish on Nvidia's shares. But the presence of these issues has dropped my conviction on Nvidia's shares. Nvidia's Old Issues Return - China and the Element of Surprise In my previous post in December , I had highlighted three flaws in Nvidia's outlook that markets were getting irrationally concerned with, in my view. Fears about hyperscaler capex slowing down were one of those fears that I noted. But in the past 3 months, hyperscaler capex is expected to accelerate to ~$650B, which should have quelled the market's concerns about Nvidia. Unfortunately, Nvidia's shares continue to remain pressured, which brings me to the first issue that I continue to see plaguing the GPU maker. Issue #1 for Nvidia comes in the form of an underwhelming earnings/revenue surprise being demonstrated by the company in ER results. Observe Nvidia's magnitude of surprise trends in the chart below and compare it with Nvidia's magnitude of surprise in the recently concluded Q4 FY26 quarter. Exhibit A: Nvidia's magnitude of earnings/revenue surprise per quarter since 2020. (Seeking Al...

Presented data at ESMO 2025 demonstrating promising efficacy with CRB-701 in head and neck squamous cell carcinoma (HNSCC) and cervical cancer CRB-701 data for both indications is expected in mid-2026 with focus on durability and patient stratification Reported 14-day CRB-913 SAD/MAD data demonstrating potent and rapid weight loss of 2.9% with favorable GI safety On schedule to complete 12-week CRB-913 obesity study (n=240) in summer 2026 Completed $75 million public offering in Q4 2025 extending cash runway into 2028 NORWOOD, Mass., March 09, 2026 (GLOBE NEWSWIRE) -- Corbus Pharmaceuticals Holdings, Inc. (NASDAQ: CRBP) (“Corbus” or the “Company”), a clinical stage company focused on promising new therapies in oncology and obesity, today provided a corporate update and reported financial results for the fourth quarter and year ended December 31, 2025. "Our encouraging data readouts for CRB-701 and CRB-913 in the fourth quarter of 2025 set the stage for a potentially transformative 2026. This summer we anticipate key data readouts for both programs that we expect will elucidate their differentiated efficacy and safety profiles, as well as potential clinical utility and commercial opportunities,” said Yuval Cohen, Ph.D., Chief Executive Officer of Corbus. “The clinical responses we are generating in HNSCC and cervical cancer patients with CRB-701, a highly stable Nectin-4 ADC, highlight its potential in treating these challenging tumor types. In parallel, the rapid weight loss and favorable GI tolerability we’ve seen with CRB-913 suggest it could provide a novel long-term weight management solution for people struggling with chronic obesity.” Key Corporate and Program Updates CRB-701 is a next-generation, highly stable Nectin-4 targeting ADC being developed to treat HNSCC and cervical cancer. The U.S. Food and Drug Administration (FDA) has granted Fast Track designations to CRB-701 for the treatment of both cancer types. CRB-701 is licensed from CSPC Megalith Biopharm...

DANBURY, Conn., March 09, 2026 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (NASDAQ: FCEL) today reported financial results for its first quarter ended January 31, 2026. First Quarter Fiscal 2026 Highlights (All comparisons are year-over-year unless otherwise noted) Revenue of $30.5 million, compared to $19.0 million, an increase of approximately 61% Gross loss of $(5.9) million, compared to $(5.2) million, an increase of approximately 13% Loss from operations of $(26.3) million, compared with $(32.9) million, a decrease of approximately 20% Net loss per share attributable to common stockholders was $(0.49), compared with $(1.42) Backlog of $1.17 billion, compared to $1.31 billion, a decrease of approximately 10.8% “During the first fiscal quarter, we delivered strong revenue growth, sharpened operating discipline, and strengthened our liquidity position — all while positioning FuelCell Energy to capture the defining opportunity of the AI era,” said Jason Few, President and Chief Executive Officer of FuelCell Energy. Few added, “Data center developers and hyperscalers are prioritizing reliable, immediate power solutions—which is precisely what we provide. Our fuel cell systems deliver faster time to power than other sources and have consistently operated on a commercial scale for an average of 10 years, supplying clean, dependable baseload energy. No other distributed power option can match this proven track record in real-world conditions. We are seeing strong commercial momentum from the data center space by delivering over 1.5 GW of new commercial proposals in the first quarter of fiscal 2026 and announcing a collaboration with Sustainable Development Capital LLP (SDCL), targeting up to 450 megawatts of identified projects. We are intensely focused on converting the robust pipeline of opportunities in front of us to definitive agreements. It may sound counterintuitive for a power generation company to reduce power demand, but that is exactly what our platform enable...