Is the Islamic Republic a messianic theocracy or a brittle dictatorship? It’s neither – as those attacking it are finding out When the US and Israel launched coordinated strikes against Iran on 28 February, the campaign was structured like a textbook air war: destroy defences, degrade retaliatory capabilities and decapitate leadership. Iranian air defences – already battered in last summer’s war – were further dismantled to secure uncontested skies. Missile factories, drone infrastructure and naval assets were hit to erode Iran’s ability to retaliate. And a steady cadence of precision strikes removed senior commanders in what amounted to a sustained attempt to disorient Tehran’s decision-making. From a purely operational perspective, the advantages have been stark. Once skies are open, the war becomes cheaper: plentiful, relatively inexpensive munitions can replace the long-range systems that defended airspace typically demands. Ali Vaez is Iran project director and senior adviser to the president at the International Crisis Group Continue reading...

It's been a tough start to the year for BigBear.ai's (BBAI +3.65%) stock, and things did not get any better after the company reported its fourth-quarter results on Monday. Following its retreat, the stock is now down nearly 28% on the year, as of this writing. With the stock down and some recent acquisitions in tow, let's see if now is a good time to buy shares of the beaten-up artificial intelligence (AI) analytics company. BigBear.ai is looking for a turnaround BigBear.ai ended 2025 on a down note, with its Q4 revenue sinking 38% year over year to $27.3 million. The company said the decline stemmed from lower volumes related to contracts it has with the U.S. Army. That was well below the $33.3 million analyst consensus. On top of the big decline in revenue, the company's gross margins plunged to 20.3% from 37.4% a year ago. It said the margin compression was the result of one-time high-margin contracts not repeating this year. This is a low margin for a company that bills itself as an artificial intelligence (AI) analytics company, as it is much more of a government systems integrator whose engineers and data scientists need to be on-premise for most of the government projects it is involved in. BigBear.ai saw its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) turn negative, falling to a loss of $10.3 million versus a gain of $2 million a year ago. The company had cash flow from operations of negative $21.8 million in the quarter and negative $42 million for the year. Free cash flow was negative $42.5 million for the year. The company ended 2025 with cash and investments of $87.1 million and $107 million in debt after issuing over $693 million in equity in 2025. Looking ahead, management forecasted full-year revenue to fall between $135 million and $165 million, representing 17% growth at the midpoint. Meanwhile, it recently closed on the acquisitions of both Ask Sage and CargoSeer. Expand NYSE : BBAI BigBear.ai Today's Change (...

‘CPUs are cool again,' Intel and AMD reporting spikes in CPU demand due to agentic AI, shortages — Lisa Su says business exceeded expectations while Intel is looking at long-term agreements with potential customers Tom's Hardware

JHVEPhoto/iStock Editorial via Getty Images Exxon Mobil ( XOM ) is set to ship at least 300K barrels of gasoline from the U.S. Gulf Coast to Australia, the company's first such shipment, due to the global fuel export crunch resulting from the war in the Middle East, Reuters reported late Wednesday. The shipment is one of two scheduled for this month that will total a combined 600K barrels, mostly of gasoline but also including other refined products, according to the report , which estimated the charter ​costs for one medium-range vessel capable of carrying 300K barrels of refined products on the route at ~$6M, or $20/bbl. Asian refiners have been hit by a shortage of crude supplies due to the severe disruption in tanker traffic from the Strait of Hormuz, which has forced countries that depend on Middle Eastern crude oil to cut refining runs and fuel production. Exxon ( XOM ) operates three fuel terminals in Australia that receive refined products from Asian countries and elsewhere for distribution in local markets, ​and its Mobil Oil subsidiary supplies fuel ⁠to Australian retailers. More on Exxon Mobil Exxon Mobil Presents at Morgan Stanley Energy & Power Conference 2026 - Slideshow Exxon Mobil: Why I Agree With The Quant 'Hold' While The Iran Issue Lasts Middle East Conflict: The Exxon Mobil Advantage

Investing.com -- Astera Labs has received a bullish rating from Loop Capital in a note on Thursday, with the firm assigning the stock a Buy rating and a $250 price target, citing the company’s positioning at the centre of what it calls an artificial intelligence “super-cycle.” Loop Capital analyst Ananda Baruah states that the semiconductor firm represents one of the clearest ways for investors to gain exposure to AI infrastructure beyond dominant chipmakers. “We’re initiating with a Buy and a $250 PT as we see ALAB as the company most representing a diversified AI silicon ‘pure play’ (outside of NVDA),” Baruah wrote in a research note. The analyst said Astera Labs is well-positioned across the rapidly expanding ecosystem of AI processors, including GPUs and alternative accelerators. According to Loop Capital, the company “has opportunity across essentially all Gen AI silicon flavors (GPU, Tranium, TPU and the other XPUs)” through solutions designed to address key challenges in AI server and cluster performance. Loop Capital argues that the increasing scale and complexity of AI infrastructure will make Astera Labs’ technology increasingly essential. “As servers and clusters become larger and more sophisticated (i.e. increasingly complex), ALAB becomes more both critical and valuable,” the note said. The firm also highlighted the growing diversity of AI accelerators beyond those produced by NVIDIA, saying this shift could significantly expand Astera Labs’ revenue opportunity. Over time, Loop Capital believes the company could build durable competitive advantages. Baruah believes Astera Labs’ predictive software and management platform, COSMOS, “could become industry standard and a real performance amplifier,” potentially creating “moat-like stickiness” with customers as AI infrastructure scales. Related articles Astera Labs gets new buy rating amid AI supercyle Data center boom boosts communications infra companies but supply catching up Berkshire’s new CEO Abel says...

Blended families, income inequality and investing blunders are in the spotlight at tax time.

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Broadcom AVGO reported first-quarter fiscal 2026 non-GAAP earnings of $2.05 per share, beating the Zacks Consensus Estimate by 0.99% and jumping 28.1% year over year. Revenues rallied 29.5% year over year to $19.31 billion and beat the Zacks Consensus Estimate by 0.13%. AVGO shares jumped more than 4% at the time of writing this article. The stock has appreciated 83.2% in the trailing 12 months compared with the Zacks Computer & Technology sector’s return of 31.5%. Broadcom Inc. Price, Consensus and EPS Surprise Broadcom Inc. price-consensus-eps-surprise-chart | Broadcom Inc. Quote AVGO’s Q1 Details Semiconductor solutions revenues (64.8% of net revenues) totaled $12.52 billion, up 52% year over year. The uptick was driven by the strong AI revenues, which surged 106% year over year. AI networking revenues grew 60% year over year and represented one-third of AI revenues. Non-AI revenues were flat year over year to $4.1 billion. Enterprise networking, broadband and server storage revenues were up year over year, offset by a seasonal decline in wireless. Infrastructure software revenues (35.2% of net revenues) climbed 1% year over year to $6.8 billion. VMware revenues grew 13% year over year. Bookings continue to be strong, and total contract value booked in the fiscal first quarter exceeded $9.2 billion. The non-GAAP gross margin was 77%, down 210 basis points (bps) year over year. Research and development expenses, as a percentage of net revenues, decreased 170 bps year over year to 7.9%. SG&A expenses, as a percentage of net revenues, decreased 90 bps to 2.7%. Adjusted EBITDA rose 30% year over year to $13.13 billion. The adjusted EBITDA margin was 68%, up 40 bps year over year. The non-GAAP operating margin expanded 50 bps year over year to 66.4%. AVGO’s Balance Sheet & Cash Flow As of Feb. 1, 2026, cash and cash equivalents were $14.17 billion compared with $16.18 billion as of Nov. 2, 2025. Total debt (including the current portion of $3.15 billion) was $66.06 bi...

Broadcom AVGO reported first-quarter fiscal 2026 non-GAAP earnings of $2.05 per share, beating the Zacks Consensus Estimate by 0.99% and jumping 28.1% year over year. Revenues rallied 29.5% year over year to $19.31 billion and beat the Zacks Consensus Estimate by 0.13%. AVGO shares jumped more than 4% at the time of writing this article. The stock has appreciated 83.2% in the trailing 12 months compared with the Zacks Computer & Technology sector’s return of 31.5%. Broadcom Inc. Price, Consensus and EPS Surprise Broadcom Inc. price-consensus-eps-surprise-chart | Broadcom Inc. Quote AVGO’s Q1 Details Semiconductor solutions revenues (64.8% of net revenues) totaled $12.52 billion, up 52% year over year. The uptick was driven by the strong AI revenues, which surged 106% year over year. AI networking revenues grew 60% year over year and represented one-third of AI revenues. Non-AI revenues were flat year over year to $4.1 billion. Enterprise networking, broadband and server storage revenues were up year over year, offset by a seasonal decline in wireless. Infrastructure software revenues (35.2% of net revenues) climbed 1% year over year to $6.8 billion. VMware revenues grew 13% year over year. Bookings continue to be strong, and total contract value booked in the fiscal first quarter exceeded $9.2 billion. The non-GAAP gross margin was 77%, down 210 basis points (bps) year over year. Research and development expenses, as a percentage of net revenues, decreased 170 bps year over year to 7.9%. SG&A expenses, as a percentage of net revenues, decreased 90 bps to 2.7%. Adjusted EBITDA rose 30% year over year to $13.13 billion. The adjusted EBITDA margin was 68%, up 40 bps year over year. The non-GAAP operating margin expanded 50 bps year over year to 66.4%. AVGO’s Balance Sheet & Cash Flow As of Feb. 1, 2026, cash and cash equivalents were $14.17 billion compared with $16.18 billion as of Nov. 2, 2025. Total debt (including the current portion of $3.15 billion) was $66.06 bi...

Shareholders of Ryerson Holding Corp (Symbol: RYZ) looking to boost their income beyond the stock's 2.9% annualized dividend yield can sell the September covered call at the $30 strike and collect the premium based on the $1.85 bid, which annualizes to an additional 13.2% rate of return against the current stock price (at Stock Options Channel we call this the), for a total of 16.2% annualized rate in the scenario where the stock is not called away. Any upside above $30 would be lost if the stock rises there and is called away, but RYZ shares would have to advance 15.7% from current levels for that to happen, meaning that in the scenario where the stock is called, the shareholder has earned a 22.8% return from this trading level, in addition to any dividends collected before the stock was called. In general, dividend amounts are not always predictable and tend to follow the ups and downs of profitability at each company. In the case of Ryerson Holding Corp, looking at the dividend history chart for RYZ below can help in judging whether the most recent dividend is likely to continue, and in turn whether it is a reasonable expectation to expect a 2.9% annualized dividend yield. Below is a chart showing RYZ's trailing twelve month trading history, with the $30 strike highlighted in red: The chart above, and the stock's historical volatility, can be a helpful guide in combination with fundamental analysis to judge whether selling the September covered call at the $30 strike gives good reward for the risk of having given away the upside beyond $30. (Do most options expire worthless? This and six other common options myths debunked). We calculate the trailing twelve month volatility for Ryerson Holding Corp (considering the last 250 trading day closing values as well as today's price of $25.61) to be 50%. For other call options contract ideas at the various different available expirations, visit the RYZ Stock Options page of StockOptionsChannel.com. In mid-afternoon tradi...

英国首相基尔·斯塔默回应了外界对英国政府在中东冲突中反应迟缓的批评，称“我们正在、也已经以最快速度竭尽所能。” 斯塔默周四召开了新闻发布会，详细说明英国如何在援助盟友的同时保护该地区本国公民。同日，国防大臣约翰·希利访问了塞浦路斯，数日前英国驻该岛军事基地遭无人机袭击。 此次访问前夕，塞浦路斯驻英高级专员曾表示，塞浦路斯对英国未能更有效保护其阿克罗蒂里皇家空军基地免遭袭击感到“失望”。周日夜间，一架无人机成功击中一处飞机库，造成轻微损坏但无人员伤亡。塞浦路斯政府表示，另有两架飞向该国方向的无人机随后被拦截。 官员表示，英国直到两天后才决定向该岛增派增援力量以加强防护。虽然英国正在部署“龙”号驱逐舰——这是一艘具备摧毁制导导弹能力的军舰——但该舰目前仍在英国装载武器，预计要到下周才能启航。 官员周日早间向彭博透露，导弹曾朝塞浦路斯方向发射，但他们表示不认为这座地中海岛屿是实际目标。 “民众感到失望，民众感到恐惧，”塞浦路斯专员Kyriacos Kouros周三晚间接受BBC电视台采访时表示。他呼吁英塞两国政府加强合作以防止事件重演。 斯塔默在唐宁街的新闻发布会上作出回应，称“我们早在1月和2月就启动了该地区的预部署，尤其在塞浦路斯和卡塔尔：战斗机、防空导弹、先进雷达及反无人机系统，确保在任何冲突爆发前保持高度戒备状态。” “周六空袭开始时，我们立即出动战机执行任务，保护我们在该地区的人民和盟友。” 除了国内对其应对冲突方式的批评，斯塔默还不得不应对美国总统唐纳德·特朗普的抨击。特朗普多次对英国首相的行动表示不满。周二，他评价斯塔默时称：“我们面对的可不是温斯顿·丘吉尔。”他还向《太阳报》表示，这位英国首相“没有帮上忙”。 此番干预凸显了跨 大西洋 关系的裂痕，包括英国在内的许多欧洲国家正被不情愿地卷入这场冲突。尽管如此，英国政府早知美方为此行动做准备，因为特朗普曾要求使用英国基地发动进攻性打击 —— 该请求曾遭英国政府拒绝。 斯塔默称，美国第二次请求使用英国基地对伊朗导弹阵地实施防御性打击是直到周六下午晚些时候提出的，他于次日同意了这一请求。 英国政府周三因技术问题被迫推迟首架从阿曼撤离英国公民的包机，这加剧了国内对其反应迟缓的指责。 针对英国撤侨速度的进一步批评，斯塔默表示，已有超过14万人登记了他们在该地区的情况，以便获得信息和支持。但他提醒称，不可能一次性将所有...

In trading on Friday, shares of PTC Therapeutics Inc (Symbol: PTCT) crossed below their 200 day moving average of $44.31, changing hands as low as $42.27 per share. PTC Therapeutics Inc shares are currently trading down about 5.4% on the day. The chart below shows the one year performance of PTCT shares, versus its 200 day moving average: Looking at the chart above, PTCT's low point in its 52 week range is $25.01 per share, with $55.5799 as the 52 week high point — that compares with a last trade of $43.94. Click here to find out which 9 other stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Oura announced on Thursday that it has acquired Doublepoint, a startup that specializes in technology that enables users to control wearables through simple, natural movements using a combination of artificial intelligence and biometric data. The financial terms of the deal were not disclosed. The move paves the way for the company to incorporate these controls into its smart rings. “Doublepoint’s tech helps devices understand small hand movements, so interactions feel faster and more natural across different interfaces,” Oura wrote in a press release. “When layered on top of Oura’s continuous sensing and insights, it enables the creation of new kinds of quiet, helpful features that work in the background and make everyday life a little easier.” The company believes its next phase of wearable AI will be powered by a combination of voice and gestures, and that its acquisition of Doublepoint will accelerate its vision to power more ambient AI experiences. The acquisition follows a successful year for Oura and the smart ring market as a whole. The company was most recently valued at approximately $11 billion last fall. Oura has sold 5.5 million rings to date, a notable increase from the 2.5 million reported in June 2024. The company forecasts sales to exceed $1.5 billion in 2026. The smart ring market itself saw shipments jump nearly 51% in 2025, according to market researcher IDC, with Oura leading the category, as reported by Bloomberg. Oura says it’s gaining a team of AI architects and builders from Helsinki‑based Doublepoint, including its four founders, noting that they will be central to designing and shipping AI experiences that will define the wearables company’s future. “As we continue to build the next era of Oura, strategic acquisitions play a key role in accelerating our growth and expanding what our devices and platform can do,” said Oura CEO Tom Hale in the press release. “Welcoming the Doublepoint team into Oura strengthens our bench with world-class tal...

Image source: The Motley Fool. Thursday, March 5, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Martin Bonick Chief Financial Officer — Alfred Lumsdaine TAKEAWAYS Revenue -- $6.3 billion for the full year, reflecting 6% growth, with fourth quarter revenue of $1.61 billion reported as flat year over year but equivalent to approximately 3% growth when adjusting for New Mexico DPP benefit timing. -- $6.3 billion for the full year, reflecting 6% growth, with fourth quarter revenue of $1.61 billion reported as flat year over year but equivalent to approximately 3% growth when adjusting for New Mexico DPP benefit timing. Adjusted EBITDA -- $545 million for the full year, representing 9% growth; fourth quarter adjusted EBITDA was $134 million, which was 2% above the implied guidance midpoint, with a full-year adjusted EBITDA margin expansion of 20 basis points to 8.6%. -- $545 million for the full year, representing 9% growth; fourth quarter adjusted EBITDA was $134 million, which was 2% above the implied guidance midpoint, with a full-year adjusted EBITDA margin expansion of 20 basis points to 8.6%. Operating Cash Flow -- $471 million for the year, up 49%, driven by improved earnings and enhanced collections, with fourth quarter operating cash flow at $223 million; free cash flow after noncontrolling interests was $170 million. -- $471 million for the year, up 49%, driven by improved earnings and enhanced collections, with fourth quarter operating cash flow at $223 million; free cash flow after noncontrolling interests was $170 million. Admissions and Adjusted Admissions -- Full year admissions rose 5.3%, adjusted admissions increased 2.3%, and fourth quarter admissions increased 1.5% with adjusted admissions up 2%. -- Full year admissions rose 5.3%, adjusted admissions increased 2.3%, and fourth quarter admissions increased 1.5% with adjusted admissions up 2%. IMPACT Program Savings -- Management increased the expected annualized savings contribution from...

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Date: 4 March 2026 Release: After closing of Euronext Please open the following link to read the full report including annexes: Attachment FULL PRESS RELEASE ...

Stephan Behnes/iStock via Getty Images By Carsten Brzeski, Global Head of Macro The just-released minutes of the ECB’s last policy meeting in February showed the central bank to be broadly satisfied with the current monetary policy stance, despite increasing uncertainty When talking about monetary policy these days, there is a risk of sounding like grandparents who talk about the past and make distinctions between before and after the war. Where the European Central Bank is concerned, however, the distinction between before and after the war in the Middle East currently presents a clear change to the outlook for monetary policy. Back at the last meeting, the discussion was rather about a potential inflation undershooting; if nothing changes, it will instead shift to a possible inflation overshooting at the next meeting two weeks from now. The minutes of the ECB’s February meeting reflect a broad discussion with clearly diverging views, particularly about the inflation outlook or risks to the inflation outlook. In summary, ECB members seem to agree on higher uncertainty stemming from global developments, but a relatively resilient economy and – for the time being – a relatively stable inflation outlook. The central bank's famous ‘good place’ was mentioned three times, and it is obvious that at least a few of its members had started to contemplate rate cuts further down the line, stressing the symmetry of the ECB’s inflation target. On a different note, there was an interesting discussion on the neutral interest rate, which some ECB members seemingly see as having increased again. But with everything going on in the Middle East, this is a discussion that will not gain more momentum imminently. Highlights from the minutes: Downside risks to growth. “At the same time, several concerns were raised about the growth outlook, and it was observed that the latest Survey of Monetary Analysts suggested that risks to growth were increasingly veering to the downside.” Increased u...

格隆汇3月6日｜德国DAX30指数跌1.72%，英国富时100指数跌1.46%，法国CAC40指数跌1.49%，欧洲斯托克50指数跌1.52%。

Key Points QuantumScape’s stock has declined more than 70% since its public debut. It still hasn’t commercialized its first batteries yet. 10 stocks we like better than QuantumScape › QuantumScape (NASDAQ: QS), a developer of solid-state batteries, went public through a merger with a special-purpose acquisition company (SPAC) on Nov. 27, 2020. Its stock opened at $24.80 on its first day, but it now trades at about $7. Like many other SPAC-backed start-ups, it disappointed its investors by overpromising and underdelivering. QuantumScape's lithium-metal batteries, which use solid electrolytes rather than liquid ones, offer better thermal stability, shorter charging times, and higher charging capacities than their lithium-ion counterparts. Its QSE-5 battery, which it co-developed with Volkswagen (OTC:VWAP.Y), has an energy density of 844 Wh/L (watt hours per liter) and can be rapidly charged from 10% to 80% in 12.2 minutes. Most lithium-ion batteries for EVs have an average energy density of 300-700 Wh/L with a fast-charging time of 20 minutes to an hour. 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 » That sounds like a huge leap forward for EVs, but those solid-state batteries are also more challenging to manufacture and more expensive to produce. Before its public debut, QuantumScape claimed it could commercialize its first batteries in 2024. But as of this writing, it's only shipped some samples and hasn't commercialized any of those batteries yet. That's why QuantumScape is a difficult stock to value. The bulls claim it will grow into that valuation as it finally commercializes its first solid-state batteries, but the bears believe its business will fizzle out before that happens. Let's see which scenario is more likely to occur and where its stock might head over the next three years. What's Qu...

WisdomTree云计算基金上涨4.5%，有望创下自去年4月24日（当日上涨4.7%）以来的最佳单日表现。 Okta的上涨源于这家身份安全提供商周三晚间公布的第四季度业绩超出了华尔街的预期。 尽管周四大盘下跌，云计算股票却成为罕见的亮点。 WisdomTree云计算基金上涨4.5%，使这只交易所交易基金有望创下自去年4月24日（当日上涨4.7%）以来的最佳单日表现。 领涨该基金的是Okta和Wix.com，两者分别上涨8.8%，以及MongoDB和Intapp，其股价上涨约7%。面向云企业的身份安全技术提供商Sailpoint上涨6.5%。 Okta的上涨源于这家身份安全提供商周三晚间公布的第四季度业绩超出了华尔街的预期。需要指出的是，这家受益于代理型人工智能工具及相关安全需求崛起的公司，对其第一季度的业绩给出了疲软的指引。 周四的上涨使Okta有望创下自去年4月9日（当日上涨11.3%）以来的最佳单日表现。然而，在软件股普遍受挫的背景下，Okta今年迄今仍下跌了9.8%。 尽管今日上涨，但云计算股票在2026年整体仍承压。该基金今年迄今已下跌约16.2%。由于市场对人工智能颠覆传统软件股的担忧持续困扰该板块，传统的云和软件即服务公司股价今年已出现下跌。 责任编辑：张俊 SF065