Discover why Home Depot (NYSE: HD) is viewed as a steady, cash-generating "boomer stock," shaped more by housing cycles than tech disruption. Watch the video below to see how it may fit income, stability, and long-term portfolio strategies. *This video was published on Feb. 24, 2026. Continue reading
Discover why Home Depot (NYSE: HD) is viewed as a steady, cash-generating "boomer stock," shaped more by housing cycles than tech disruption. Watch the video below to see how it may fit income, stability, and long-term portfolio strategies. *This video was published on Feb. 24, 2026. Continue reading
Key Points Berkshire Hathaway is betting big on one global energy stock. This oil stock delivers several advantages in today's market. 10 stocks we like better than Chevron › Warren Buffett is no longer the CEO of Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB). That makes Berkshire's last reporting period -- which reflects the company's full-year results from 2025 -- our last chance to see directly w...
Key Points Berkshire Hathaway is betting big on one global energy stock. This oil stock delivers several advantages in today's market. 10 stocks we like better than Chevron › Warren Buffett is no longer the CEO of Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB). That makes Berkshire's last reporting period -- which reflects the company's full-year results from 2025 -- our last chance to see directly which stocks Buffett gave the green light to buy, and which stocks he approved for sale. Last quarter, Berkshire's portfolio didn't change much. But there were some massive stock sales, as well as a few notable buys. In fact, one energy stock saw a sizable increase in weighting. Previously, Berkshire owned around 122 million shares of this global oil producer. But after an 8 million share purchase last quarter, this company now comprises 7.24% of Berkshire's entire portfolio. 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 » If you take a closer look, it's no surprise why Buffett is so bullish on this well-known stock that has been in Berkshire's portfolio since 2020. Chevron stock offers compelling diversification benefits The oil stock that Berkshire Hathaway added to last quarter is none other than Chevron (NYSE: CVX), one of the largest energy companies in the world. Buffett isn't new to energy investing. He has purchased stocks of other oil companies in the past with mixed success. But his bet on Chevron is one of the largest in Berkshire's history. And it's not hard to speculate why. Last year, Chevron achieved record levels of oil and gas production. This record production allowed the company to return $26 billion to shareholders in the form of dividends and share buybacks -- an 18% increase over the year prior. But here's the thing: Chevron stock rose just 1.5% in 2025. And while the 3.8% dividend yi...
Image source: The Motley Fool. Wednesday, March 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Paul Badawi Chief Financial Officer — Jim Rodberg Chief Operating Officer — Alison Bauerlein Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $20.4 million, up 7% reflecting increases in both business segments. -- $20.4 million, up 7% reflec...
Image source: The Motley Fool. Wednesday, March 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Paul Badawi Chief Financial Officer — Jim Rodberg Chief Operating Officer — Alison Bauerlein Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $20.4 million, up 7% reflecting increases in both business segments. -- $20.4 million, up 7% reflecting increases in both business segments. Interventional Glaucoma Revenue -- $19.7 million, representing 5% growth and flat sequentially, supported by a 2% increase in ordering accounts and higher pricing from OMNI Edge utilization. -- $19.7 million, representing 5% growth and flat sequentially, supported by a 2% increase in ordering accounts and higher pricing from OMNI Edge utilization. Interventional Dry Eye Revenue -- $700,000, rising from $300,000 on early reimbursed TearCare adoption, driven by approximately 700 SmartLid unit sales to about 80 accounts, including roughly 30 new accounts. -- $700,000, rising from $300,000 on early reimbursed TearCare adoption, driven by approximately 700 SmartLid unit sales to about 80 accounts, including roughly 30 new accounts. Gross Margin -- 87% overall; 88% in interventional glaucoma (up from 87% due to improved pricing and mix, offset by tariffs), and 68% in interventional dry eye (up from 51% on higher pricing). -- 87% overall; 88% in interventional glaucoma (up from 87% due to improved pricing and mix, offset by tariffs), and 68% in interventional dry eye (up from 51% on higher pricing). Total Operating Expenses -- $21.5 million, a 25% decrease from $28.5 million, primarily due to lower personnel costs after an August reduction in force. -- $21.5 million, a 25% decrease from $28.5 million, primarily due to lower personnel costs after an August reduction in force. Adjusted Operating Expenses -- $18.9 million, down 23% from $24.4 million, demonstrating continued cost control. -- $18.9 million, down 23% from $24.4 million, demonst...
Key Takeaways Broadcom posted quarterly results that topped analysts' estimates, thanks to strong demand for its AI offerings. The stock has lost more than a fifth of its value from its December highs amid a broader pullback in AI-exposed stocks. Get personalized, AI-powered answers built on 27+ years of trusted expertise. ASK Can Broadcom's latest quarterly results revive enthusiasm for its stock...
Key Takeaways Broadcom posted quarterly results that topped analysts' estimates, thanks to strong demand for its AI offerings. The stock has lost more than a fifth of its value from its December highs amid a broader pullback in AI-exposed stocks. Get personalized, AI-powered answers built on 27+ years of trusted expertise. ASK Can Broadcom's latest quarterly results revive enthusiasm for its stock? Shares of Broadcom (AVGO) were recently up more than 4% in extended trading, after the chipmaker posted better-than-expected results for its fiscal first quarter. Broadcom posted adjusted earnings per share of $2.05 on a 29% year-over-year jump in revenue to a record $19.31 billion as AI sales more than doubled. Both figures topped analysts' estimates compiled by Visible Alpha. Why This Is Significant The strong results could help revive flagging enthusiasm for Broadcom's stock, though analysts warned it may face an uphill battle from weak sentiment around parts of the AI trade. CEO Hock Tan said Broadcom saw "robust demand for custom AI accelerators and AI networking," and that he sees that momentum continuing in the current quarter. The supplier for Meta (Meta) and Alphabet's (GOOGL) Google forecast second-quarter revenue of $22 billion, above the $20.31 billion analysts called for. If Broadcom's gains hold, they could help the shares recover some of their recent losses. They were down about 8% for 2026 through Wednesday's close, after a broader pullback in many AI-exposed stocks in recent weeks.
AngelaMacario/iStock via Getty Images Investment Thesis Recent geopolitical tensions and inflation concerns have ushered in a commodity boom, particularly in metals and energy. Grains, however, have remained relatively muted. I believe grains will soon follow suit, with corn as the primary beneficiary. In this article, I rate C_1:COM and CORN a STRONG BUY due to corn’s mechanical linkages to oil, ...
AngelaMacario/iStock via Getty Images Investment Thesis Recent geopolitical tensions and inflation concerns have ushered in a commodity boom, particularly in metals and energy. Grains, however, have remained relatively muted. I believe grains will soon follow suit, with corn as the primary beneficiary. In this article, I rate C_1:COM and CORN a STRONG BUY due to corn’s mechanical linkages to oil, stronger US corn exports, and increased likelihood of extreme weather events. Catalyst #1: Mechanical Linkages to Oil Recent conflicts in the Middle East have caused crude oil and gasoline prices to melt up 17.23% and 11.48%, respectively, since the US-Israeli strikes on Iran on February 28. Corn stands to benefit from this. In the US, 45% of all corn production goes into producing ethanol. Under the Renewable Fuel Standard mandate in the US, this ethanol is then blended into US gasoline. Therefore, if gasoline prices rise, ethanol becomes more economically attractive as a blending component for gasoline. This increases demand for corn feedstock, which increases corn prices. Corn is special in that no other grain has an energy conversion pathway of comparable scale. Wheat has none. The closest would be soybeans, but soybean conversion to biodiesel represents a much smaller share of total soybean demand (~at 8.8%) than ethanol does for corn. Historically, corn moved from $3.50/bu to $7.65/bu during the commodities melt-up in 2007-2008 and also from $1.28/bu to $4.00/bu in the months leading up to the oil crisis in 1973, which, interestingly, also originated from Iran. If history rhymes, we could see corn go from where it is now, $4.46/bu, to anywhere in between $9.72/bu and $13.94/bu. Corn, pre-2008 (Tradingview) Corn, pre-1973 (Tradingview) Catalyst #2: Stronger US Corn Exports, Trend Unlikely To Reverse According to WASDE , the US harvested a record 17.02 billion bushels of corn in 2025/26. However, they slashed the projected ending stocks to 2.127 billion bushels, down fr...
As US stocks began paring back their deepest losses on Tuesday, it looked as if traders were once again starting to bet that President Donald Trump would find a way to contain the fallout from another crisis of his own making. But Wall Street strategists are warning against relying on a so-called Trump put when it comes to the Iran war. The US-Israeli attack on Iran has destabilized the Middle Eas...
As US stocks began paring back their deepest losses on Tuesday, it looked as if traders were once again starting to bet that President Donald Trump would find a way to contain the fallout from another crisis of his own making. But Wall Street strategists are warning against relying on a so-called Trump put when it comes to the Iran war. The US-Israeli attack on Iran has destabilized the Middle East and threatens to deliver a new inflationary shock to the US economy by pushing up oil prices. There’s also no clear sense of when or how it will end, raising the prospect of prolonged conflict and unforeseen consequences beyond the White House’s control. Alli McCartney, Managing Director of Wealth Management with Alignment Partners at UBS, joins Bloomberg Businessweek Daily to discuss. She speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)
Anthropic co-founder and CEO Dario Amodei is not happy — perhaps predictably so — with OpenAI chief Sam Altman. In a memo to staff, reported by The Information, Amodei referred to OpenAI’s dealings with the Department of Defense as “safety theater.” “The main reason [OpenAI] accepted [the DoD’s deal] and we did not is that they cared about placating employees, and we actually cared about preventin...
Anthropic co-founder and CEO Dario Amodei is not happy — perhaps predictably so — with OpenAI chief Sam Altman. In a memo to staff, reported by The Information, Amodei referred to OpenAI’s dealings with the Department of Defense as “safety theater.” “The main reason [OpenAI] accepted [the DoD’s deal] and we did not is that they cared about placating employees, and we actually cared about preventing abuses,” Amodei wrote. Last week, Anthropic and the U.S. Department of Defense (DoD) failed to come to an agreement over the military’s request for unrestricted access to the AI company’s technology. Anthropic, which already had a $200 million contract with the military, insisted the DoD affirm that it would not use the company’s AI to enable domestic mass surveillance or autonomous weaponry. Instead, the DoD — known under the Trump administration as the Department of War — struck a deal with OpenAI. Altman stated that his company’s new defense contract would include protections against the same red lines that Anthropic had asserted. In a letter to staff, Amodei refers to OpenAI’s messaging as “straight up lies,” stating that Altman is falsely “presenting himself as a peacemaker and dealmaker.” Amodei might not be speaking solely from a position of bitterness, here. Anthropic specifically took issue with the DoD’s insistence on the company’s AI being available for “any lawful use.” OpenAI said in a blog post that its contract allows use of its AI systems for “all lawful purposes.” “It was clear in our interaction that the DoW considers mass domestic surveillance illegal and was not planning to use it for this purpose,” OpenAI’s blog post stated. “We ensured that the fact that it is not covered under lawful use was made explicit in our contract.” Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your next round. Your next hire. Your next breakout opportunity. Find it at TechCrunch Disrupt 2026, where 10,000+ founders, investors, and tech leaders gather for...
Image source: The Motley Fool. March 4, 2026, 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Rob Fried Chief Financial Officer — Ozan Pamir Senior Vice President, Scientific and Regulatory Affairs — Dr. Andrew Shao Senior Director of Publicity and Public Relations — Kendall Knysch TAKEAWAYS Revenue -- $33.8 million, representing 16% year-over-year growth in the quarter. -- $33.8 million,...
Image source: The Motley Fool. March 4, 2026, 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Rob Fried Chief Financial Officer — Ozan Pamir Senior Vice President, Scientific and Regulatory Affairs — Dr. Andrew Shao Senior Director of Publicity and Public Relations — Kendall Knysch TAKEAWAYS Revenue -- $33.8 million, representing 16% year-over-year growth in the quarter. -- $33.8 million, representing 16% year-over-year growth in the quarter. Full-Year Revenue -- $129.4 million, showing 30% growth, outpacing the initial 18% guidance. -- $129.4 million, showing 30% growth, outpacing the initial 18% guidance. Net Income -- $4.1 million for the quarter and $17.4 million for the year, an improvement from $8.6 million in 2024. -- $4.1 million for the quarter and $17.4 million for the year, an improvement from $8.6 million in 2024. Gross Margin -- 64.1% for the quarter, up 160 basis points from 62.5% a year ago. -- 64.1% for the quarter, up 160 basis points from 62.5% a year ago. Adjusted EBITDA -- $20.4 million for the year, up $11.9 million sequentially from 2024. -- $20.4 million for the year, up $11.9 million sequentially from 2024. Cash Position -- $64.8 million at year-end, with no debt reported on the balance sheet. -- $64.8 million at year-end, with no debt reported on the balance sheet. E-commerce Revenue -- $20.2 million for the quarter, a 17% increase, driven by strong online demand. -- $20.2 million for the quarter, a 17% increase, driven by strong online demand. Tru Niagen Revenue -- $27.5 million in the quarter, up 21%, led by a $4.8 million gain. -- $27.5 million in the quarter, up 21%, led by a $4.8 million gain. Ingredient Sales -- $5.6 million in the quarter, a 5% increase, with $4.7 million from food-grade and $900,000 from pharma-grade Niagen. -- $5.6 million in the quarter, a 5% increase, with $4.7 million from food-grade and $900,000 from pharma-grade Niagen. R&D Investment -- $1.7 million in the quarter, up $400,000, with full-year investme...
On February 17, 2026, Kemnay Advisory Services Inc. disclosed a buy of MercadoLibre (NASDAQ:MELI) shares. According to a SEC filing dated February 17, 2026, Kemnay Advisory Services Inc. increased its position in MercadoLibre by 1,385 shares during the fourth quarter. The estimated trade value, based on the quarterly average share price, was $2.91 million. The fund’s quarter-end holding reached 5,...
On February 17, 2026, Kemnay Advisory Services Inc. disclosed a buy of MercadoLibre (NASDAQ:MELI) shares. According to a SEC filing dated February 17, 2026, Kemnay Advisory Services Inc. increased its position in MercadoLibre by 1,385 shares during the fourth quarter. The estimated trade value, based on the quarterly average share price, was $2.91 million. The fund’s quarter-end holding reached 5,623 shares, with the position value rising by $1.42 million versus the prior quarter, a change reflecting both trading and stock price effects. MercadoLibre is a leading e-commerce and fintech platform in Latin America, operating at scale with over 84,000 employees and a diversified revenue base. The company leverages its integrated ecosystem of marketplace, payment, and logistics services to drive growth and maintain a strong competitive position in the region. Its strategy centers on expanding digital commerce and financial inclusion, supported by robust technology infrastructure and a broad customer reach. Continue reading