Microsoft Positioned to Win AI Race With Dual-Model Strategy MarketBeat

Capital Group Investment Management PTE. LTD. increased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 304.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,156 shares of the enterprise software provider's stock after acquiring an additional 3,881 shares during the period. Capital Group Investment Management PTE. LTD.'s holdings in Oracle were worth $1,450,000 at the end of the most recent quarter. Get Oracle alerts: Sign Up Several other large investors have also added to or reduced their stakes in ORCL. Kampmann Melissa S. raised its stake in shares of Oracle by 0.3% in the third quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider's stock worth $3,350,000 after purchasing an additional 35 shares during the last quarter. McLean Asset Management Corp boosted its position in shares of Oracle by 0.7% during the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider's stock valued at $1,551,000 after buying an additional 36 shares during the last quarter. Mine & Arao Wealth Creation & Management LLC. boosted its position in shares of Oracle by 0.7% during the third quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock valued at $1,485,000 after buying an additional 36 shares during the last quarter. Voisard Asset Management Group Inc. grew its holdings in Oracle by 3.4% during the third quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider's stock worth $317,000 after buying an additional 37 shares in the last quarter. Finally, Avion Wealth grew its holdings in Oracle by 16.6% during the third quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock worth $73,000 after buying an additional 37 shares in the last quarter. Institutional investors...

Capital Group Private Client Services Inc. lessened its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 48.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 983,164 shares of the information services provider's stock after selling 919,398 shares during the quarter. Alphabet comprises 4.0% of Capital Group Private Client Services Inc.'s portfolio, making the stock its 4th biggest holding. Capital Group Private Client Services Inc.'s holdings in Alphabet were worth $239,450,000 as of its most recent SEC filing. Get Alphabet alerts: Sign Up A number of other large investors also recently added to or reduced their stakes in GOOG. Tradewinds LLC. lifted its position in Alphabet by 2,134.8% during the third quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider's stock valued at $10,984,000 after purchasing an additional 43,080 shares during the last quarter. Atlantic Union Bankshares Corp increased its holdings in shares of Alphabet by 31.3% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 354,529 shares of the information services provider's stock worth $86,345,000 after buying an additional 84,553 shares during the last quarter. Baltimore Washington Financial Advisors Inc. increased its holdings in shares of Alphabet by 0.9% in the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 221,391 shares of the information services provider's stock worth $53,920,000 after buying an additional 2,009 shares during the last quarter. CWA Asset Management Group LLC raised its position in shares of Alphabet by 2.2% during the 3rd quarter. CWA Asset Management Group LLC now owns 157,143 shares of the information services provider's stock valued at $38,272,000 after buying an additional 3,444 shares in the last quarter. Finally, American National Bank of Texas purchased a new stake in shares of Alphabet during the 3rd quarter valued at ab...

Capital Group Private Client Services Inc. decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 73.1% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 259,125 shares of the semiconductor company's stock after selling 702,567 shares during the quarter. Taiwan Semiconductor Manufacturing comprises approximately 1.2% of Capital Group Private Client Services Inc.'s portfolio, making the stock its 18th biggest holding. Capital Group Private Client Services Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $72,371,000 as of its most recent SEC filing. Get TSM alerts: Sign Up Other institutional investors also recently made changes to their positions in the company. Westfuller Advisors LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company's stock valued at $434,000 after purchasing an additional 34 shares in the last quarter. BankPlus Wealth Management LLC grew its position in Taiwan Semiconductor Manufacturing by 1.6% during the third quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company's stock worth $640,000 after buying an additional 35 shares during the period. Bank of Jackson Hole Trust increased its holdings in Taiwan Semiconductor Manufacturing by 7.5% in the third quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company's stock valued at $140,000 after buying an additional 35 shares in the last quarter. New Millennium Group LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 2.9% during the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company's stock valued at $349,000 after acquiring an additional 35 shares during the period. Finally, Empirical Asset Management LLC boosted its stake in shares of...

Capital Group Investment Management PTE. LTD. lowered its holdings in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 51.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,500 shares of the company's stock after selling 10,073 shares during the period. Capital Group Investment Management PTE. LTD.'s holdings in Palantir Technologies were worth $1,733,000 as of its most recent filing with the Securities and Exchange Commission. Get Palantir Technologies alerts: Sign Up Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in PLTR. Decker Retirement Planning Inc. boosted its position in Palantir Technologies by 778.7% during the third quarter. Decker Retirement Planning Inc. now owns 61,326 shares of the company's stock valued at $11,187,000 after purchasing an additional 54,347 shares during the last quarter. Vanguard Group Inc. increased its position in shares of Palantir Technologies by 3.6% during the 2nd quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company's stock worth $28,043,432,000 after purchasing an additional 7,194,216 shares during the last quarter. Prentice Wealth Management LLC acquired a new position in shares of Palantir Technologies during the 3rd quarter worth approximately $550,000. Watershed Private Wealth LLC raised its stake in shares of Palantir Technologies by 75.3% during the 3rd quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company's stock worth $1,423,000 after purchasing an additional 3,350 shares in the last quarter. Finally, GAM Holding AG boosted its holdings in shares of Palantir Technologies by 39.0% in the 3rd quarter. GAM Holding AG now owns 13,788 shares of the company's stock valued at $2,515,000 after buying an additional 3,868 shares during the last quarter. 45.65% of the stock is currently owned by institution...

Douglas Rissing Anthropic's ( ANTHRO ) CFO Krishna Rao noted in a court filing that the U.S. government’s action of blacklisting the company could reduce Anthropic’s 2026 revenue by multiple billions of dollars. "Across Anthropic’s entire business, and adjusting for how likely any given customer is to take a maximal reading, the government’s actions could reduce Anthropic’s 2026 revenue by multiple billions of dollars," said Rao in a filing. Anthropic has filed lawsuits against the U.S. Department of War after the department dropped its contract with the AI startup and labeled it a "supply-chain risk" due to ideological differences. Last month, Anthropic — which is backed by Amazon ( AMZN ) and Alphabet's ( GOOG ) ( GOOGL ) Google — had rejected the Department of War's demand for unrestricted access to its AI models. U.S. agencies, including the departments of State, Treasury, and Health and Human Services, are going to stop the use of Anthropic's AI products, joining the Pentagon in switching to rivals like OpenAI under the new White House order. "If the government’s actions are allowed to stand, and if the ripple effect described above comes to pass, it would be almost impossible to reverse," said Rao. Rao noted that as far as customers adopt a narrow reading — wherethe government’s actions are understood to prohibit only the use of Claude in work performed for the Department — the company estimates that hundreds of millions of 2026 revenue are at risk. Rao added that Anthropic could lose 50% to 100% in revenue from defense contractors and others with dependence on the Defense Department. Meanwhile, Anthropic's Chief Commercial Officer Paul Smith said in a separate filing that if the government’s actions are allowed to stand, it will have significant consequences on Anthropic’s business partnerships. Smith said that one partner, which has a multi-million-dollar annual contract, immediately switched from Claude to a competing generative AI model for a deployment by...

gesrey/iStock via Getty Images Nearly four months after the previous article, ArcBest Corporation ( ARCB ) has already bounced back and delivered 42% returns. But at its current level now, I believe that ARCB has already had a good run. There are some growth avenues today, but its softer performance last Q4 does not justify further price increases. Valuation is already a bit too stretched since the stock seems to have risen more than necessary. Technicals adhere to it as selling pressures emerge despite some potential buying points. ARCB Q4 2025: Challenges Intensified Freight and logistics continued to face challenges, driven by macroeconomic volatility and softer consumption and production. Stubborn inflation and tariff woes remained a concern before the year ended. Even players with an established network capacity could not avoid the impact as demand remained weaker than the year before. ArcBest Corporation is no exception, as you saw how the numbers were in its most recent performance. In Q4 2025, its operating revenues amounted to $972.7M , down by 2.9% YoY from $1.0B. This YoY change was weaker than in my previous coverage at only 1.4%. So, this may tell us that ARCB was still having quite a hard time coping with the recent market dynamics. Both its asset-based and asset-light segments decreased YoY. On a lighter note, there are still some sprinkles of hope if you look at its operating statistics. Its workdays decreased, but its shipment volume and weight, measured by shipments per day and weight per shipment, increased. The challenge was that billed revenue per shipment and per hundredweight decreased. On a lighter note, it was able to stabilize demand amid weaker market conditions. Operating Statistics (ARCB Q4 2025 Release ) Meanwhile, the operating expenses increased due to mounting cost pressures. As a result, it incurred an operating loss. The consolation was that its asset-based segment remained profitable, which means that its LTL operations remained m...

Stephen Schork, principal and editor at The Schork Group, discusses the amount of oil lost on the global market so far from what he calls an “effective blockade” of the Strait of Hormuz. (Source: Bloomberg)

维宏股份（300508）公告，控股股东郑之开于2026年1月7日至3月9日通过集中竞价及大宗交易合计减持123.92万股，占当前总股本1.1385%，减持计划已实施完毕；减持后持股2301.95万股，占21.15%，此前为2425.87万股、22.30%。本次权益变动触及1%整数倍，当前公司总股本1.09亿股。

Brian Armstrong and CZ argued on March 9 that AI agents could become major transaction-makers, with crypto emerging as the most natural payment rail. Coinbase ...

Trump gives mixed signals on Iran war. And, how Epstein built ties to scientists Good morning. You're reading the Up First newsletter. Subscribe here to get it delivered to your inbox, and listen to the Up First podcast for all the news you need to start your day. Today's top stories President Trump said yesterday that the U.S. has begun striking Iran's drone facilities and locations where Iranian missiles are made and delivered. Trump provided this update at a press conference where he answered reporters' questions for the first time since the U.S. and Israel attacked Iran. The president gave contradictory messaging throughout the day, sometimes suggesting the war's end was near and other times that it was not. toggle caption Roberto Schmidt/Getty Images 🎧 Rather than discuss unconditional surrender or regime change , Trump compared the situation in Iran to Venezuela, where the regime stays in place, but the leader changes, NPR's Mara Liasson tells Up First. But Liasson says Iran is very different from Venezuela, which is a small, weak country in the U.S.' backyard. She adds that the president didn't give answers when pressed about whether not pushing for regime change meant he was betraying his promise to give Iranians their freedom. Iran's biggest objective is currently survival, Liasson says. They want to make it uncomfortable for the U.S and Israel to continue the war. Iran wants the price of staying in the region to be high, and Liasson says this means they want to keep gas prices high. With U.S. oil prices nearing $4 per gallon, continuing the war could become increasingly more challenging for Trump. , Trump compared the situation in Iran to Venezuela, where the regime stays in place, but the leader changes, NPR's Mara Liasson tells Up First. But Liasson says Iran is very different from Venezuela, which is a small, weak country in the U.S.' backyard. She adds that the president didn't give answers when pressed about whether not pushing for regime change meant...

(RTTNews) - Skanska AB (SKA-B.ST, SKSBF, SKBSY), a Swedish construction and development company, on Tuesday said it signed a contract with an existing client to build a new data center in the U.S. valued at $191 million, or about SEK 1.7 billion. The construction is scheduled to begin in the first quarter of 2026 and is expected to be completed in the third quarter of 2027. The order will be included in the company's U.S. order bookings for the first quarter of 2026. The project includes construction of the data center building shell and interior fit-out for technical spaces, support areas, and office functions. Skanska AB is currently trading 3.41% higher at SEK 263.60 on the Stockholm Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Chinese electric-vehicle maker Nio Inc. reported its first ever quarterly profit, a milestone that follows a decade of cash burn but coincides with an increasingly shaky demand outlook. The Shanghai-based automaker reported profit from operations of 807.3 million yuan ($115 million) for the December quarter, marking a stark contrast to the 6 billion yuan loss recorded in the same period a year earlier. Revenue climbed 76% to 34.65 billion yuan in the quarter, beating analyst estimates. Adjusted net profit reached 726.8 million yuan. Vehicle margins, a key barometer of production efficiency and pricing power, rose to 18.1% from 13.1% a year prior. The results provide much-needed validation for the company, whose high capital requirements and focus on the middle-class market have drawn repeated skepticism. Nio’s widening of its target market with the mass-market Onvo brand and the compact Firefly line, alongside its popular premium brand, shows the company’s progress to the scale required to make its business model sustainable. “The competitiveness of our products across three brands was widely recognized within their respective market segments,” said William Li , the company’s chief executive officer in its earnings statement. “We will continue to invest decisively in our twelve full-stack core technologies, launch new models, enhance the commercial and operational capabilities of our battery swapping and charging network, and continue upgrading our sales and service network.” The quarter was underpinned by record deliveries of 124,807 vehicles, up more than 70% from a year earlier as sales of the Onvo L60 and L90 sport utility vehicles surged. While the core Nio brand mainly sells at a premium price point of above 300,000 yuan, the sub-brands allow the company to compete more aggressively in the 100,000 yuan to 250,000 yuan segment, the most contested part of the Chinese market. Nio expects to deliver up to 83,000 vehicles in the current period, which would almost d...

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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 Good morning! Here's the latest in trending: Pentagon blacklisting: Anthropic fires back at the Department of War over its 'supply chain risk' designation in a case that will set precedent for AI use restrictions . Still volatile: Crude oil is back in the $80s as Trump weighs a Strait of Hormuz takeover , easing Russian sanctions , and getting rid of the Jones Act . Air taxis: Archer Aviation ( ACHR ) takes another major step forward toward eVTOL deployment in the U.S. , but it files a countersuit targeting Joby Aviation ( JOBY ). Screen time Who's the biggest media company on the planet? The answer might surprise some, as it is no longer a Hollywood giant, with the tech world converging on the sector and Alphabet's ( GOOGL ) YouTube emerging as the largest player there. Flashback: Some might remember the early fights battled on the Internet when Google Video was a separate tab on the search platform. Google ( GOOGL ) would go on to scoop up rival YouTube for $1.65B in 2006 and later incorporate the streamer into its operations as a separate subsidiary. It now logs trillions of views per year and has become the dominant force of the media landscape, expanding into music, podcasts, TV, sports, live entertainment, and more. "YouTube's $62B in full year 2025 revenues slightly exceeded Disney Media's ( DIS ) $60.9B to claim the top prize," according to research compiled by MoffettNathanson. "In a world filled with business model concerns, YouTube’s global scale and innovative offerings create an uncommonly high moat... YouTube is 50% larger than Netflix ( NFLX ) its nearest rival... Over the next few years, unlike almost any other asset we cover, we strongly believe that YouTube will be a major beneficiary of both the structural tailwinds and headwinds facing technology and media companies." Valuation: If YouTube were to be spun of...

Custom Truck One press release ( CTOS ): Q4 GAAP EPS of $0.09 beats by $0.02 . Revenue of $528.18M (+1.4% Y/Y) misses by $56.58M . Quarterly Adjusted EBITDA of $120.7 million, an increase of $18.7 million or 18.4%, compared to the fourth quarter of 2024. Quarterly average OEC on rent increased by $165.9 million, or 13.7%, compared to the fourth quarter of 2024. Fleet utilization of 83.6% (highest in nearly three years). Sales order backlog ended the year at $335.3 million, up $55.5 million sequentially. 2026 Consolidated Outlook Revenue $2,005 million — $2,120 million vs. consensus of $2.10B Adjusted EBITDA 1, 4 $410 million — $435 million 2026 Revenue Outlook by Segment ERS $725 million — $760 million TES $1,125 million — $1,200 million APS $155 million — $160 million Click to enlarge More on Custom Truck One Seeking Alpha’s Quant Rating on Custom Truck One Historical earnings data for Custom Truck One Financial information for Custom Truck One

fonseca_nuno/iStock via Getty Images Past Coverage - Seems I Was Right In an effort to not sound too snobbish, I covered FuelCell Energy ( FCEL ) the last time back in December of last year. The stock has considerably underperformed the S&P 500 since then, so my Sell rating seems to have been well placed. Stock Price Since Last Coverage (Seeking Alpha) With the company now having released their Q1 2026 report , I think my initial thesis still stands. The company still posted steep net losses, and although it beat estimates , it's nothing to cheer about, I think. Even though revenues grew at 60% YoY, it still missed by $11 million and came in below $31 million for the quarter. For a company valued at around $350 million, I think the valuation still looks unattractive, and management hasn't given me a lot of faith they can turn this ship around and be a winner. The initial stock price reaction was negative, with shares down over 4.5% at the time I'm writing this. Quick Company Recap In the core FCEL is an electrochemical technology company selling a platform of sorts, a platform which basically takes the natural gas inputs, and transforms that into electricity and then is able to capture a large portion of the carbon emissions from this process. Because of the relatively small size and in theory high scalability FCEL could rapidly be deployed along sites where companies are building data centers. Because I have covered the stock before, I'll reference the company and the tech above here from my original article . Some competitors against the company would include Bloom Energy ( BE ). This is a company that has done phenomenally well compared to FCEL over the past 12 months, with shares up some 560%. Much like FuelCell, it uses stationary power generation, but it has a much larger market share in the commercial "microgrid" space compared to FCEL. It's still unprofitable but shows far less dilution than FCEL on top of having a better balance sheet with $2.4 billion in c...

全球最大的電池製造商寧德時代(CATL)股價飆升，先前其公佈超出預期的盈利，得益於儲能系統的強勁需求，包括人工智慧數據中心的需求。該公司正尋求電動汽車以外的成長點。 週二，寧德時代港股一度上漲9.7%，先前該公司於週一晚公佈去年全年淨利潤爲722億元人民幣（合104億美元），比2024年成長42%，並高於分析師的預期。其在深圳上市的股票也一度上漲6.2%。 這份業績凸顯了這家中國電池製造商在全球從以化石燃料爲基礎的能源和交通系統轉型過程中的核心地位，而此時，全球石油和天然氣供應鏈正受到中東衝突的衝擊。 您已閱讀24%（251字），剩餘76%（788字）包含更多重要資訊，訂閱以繼續探索完整內容，並享受更多專屬服務。

TSMC sales jump 30% though memory chip crunch saps mobile demand MSN

(RTTNews) - ABM Industries Inc (ABM) released a profit for first quarter that Drops, from last year The company's earnings came in at $38.8 million, or $0.64 per share. This compares with $43.6 million, or $0.69 per share, last year. Excluding items, ABM Industries Inc reported adjusted earnings of $50.4 million or $0.83 per share for the period. The company's revenue for the period rose 6.1% to $2.244 billion from $2.115 billion last year. ABM Industries Inc earnings at a glance (GAAP) : -Earnings: $38.8 Mln. vs. $43.6 Mln. last year. -EPS: $0.64 vs. $0.69 last year. -Revenue: $2.244 Bln vs. $2.115 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Top Analysts Are Bullish on Nvidia Stock (NVDA) Ahead of GTC Event TipRanks

Esperion Therapeutics (ESPR) came out with quarterly earnings of $0.22 per share, missing the Zacks Consensus Estimate of $0.23 per share. This compares to a loss of $0.1 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -5.38%. A quarter ago, it was expected that this biopharmaceutical company would post a loss of $0.09 per share when it actually produced a loss of $0.16, delivering a surprise of -77.78%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Esperion Therapeutics, which belongs to the Zacks Medical - Drugs industry, posted revenues of $168.45 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.90%. This compares to year-ago revenues of $69.11 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. Esperion Therapeutics shares have lost about 17.8% since the beginning of the year versus the S&P 500's decline of 0.7%. What's Next for Esperion Therapeutics? While Esperion Therapeutics has underperformed 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 an impressive track record of...

Wall Street futures pointed modestly higher pre-bell Tuesday as traders mulled easing crude oil pric 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.