Netflix (NASDAQ:NFLX) , global streaming TV and film platform, closed Tuesday at $97.7, up 0.63%. The stock’s move reflects continued enthusiasm following bullish analyst calls and optimism after Netflix walked away from a Warner Bros. Discovery (NASDAQ:WBD) deal. Investors are also watching whether advertising and organic growth can sustain recent gains. Trading volume reached 55.9 million shares, coming in nearly 8.6% above its three-month average of 51.5 million shares. Netflix IPO'd in 2002 and has grown 81,562% since going public. S&P 500 (SNPINDEX:^GSPC) fell 0.95% to 6,817, while the Nasdaq Composite (NASDAQINDEX:^IXIC) slipped 1.02% to 22,517 as growth shares broadly cooled. Within entertainment, industry peers Walt Disney (NYSE:DIS) closed at $103.3 (-0.99%) and Warner Bros. Discovery finished at $28.2 (-1.05%), lagging Netflix’s modest gain. Netflix stock bounced even among a sea of red in the markets today. A five-day rally has lifted the streaming service stock nearly 25%. That rally came after investors anticipated, and received confirmation, that Netflix was walking away from its proposal to acquire much of Warner Bros. Discovery. Continue reading

Sunderland departed West Yorkshire 13 months ago on a snowy February night with their hopes of automatic promotion from the Championship seemingly in tatters. Leeds had come from behind to clinch a 95th-minute victory that took them top of the second tier and only the most optimistic visiting fans expected a rematch this season. Fast-forward to a balmy March evening though and Régis Le Bris’s well executed game-plan lifted Sunderland to the 40-point mark and 11th place in the Premier League. Who, last February, could seriously have imagined that the eventual playoff winners would be four places and nine points ahead of Daniel Farke’s team today? An injury-hit Sunderland arrived very much in containment mode. Le Bris’s players duly devoted the first half to protecting their debutant goalkeeper, Melker Ellborg, and frustrating Leeds fans in equal measure. The 22-year-old Ellborg, a £3m, 22-year-old, arrival from Malmö in January, was deputising for the hamstrung Robin Roefs. His teammates happily ceded plenty of possession to Leeds but their off the ball positioning was so suffocating that bar expertly turning an Anton Stach free-kick around a post, Mellborg had relatively little to do. Enzo Le Fée is Sunderland’s brightest creative talent but, with the left sided midfielder’s evening spent largely in industrious tracking-back mode rather than picking defence bisecting passes, the Leeds goalkeeper, Karl Darlow, was even less involved than his Swedish counterpart. When Ellborg collapsed, clutching a hamstring, following a fairly innocuous looking collision with Dominic Calvert-Lewin and required lengthy treatment, Elland Road regulars became seriously annoyed. With the visiting players taking drinks and clustering around Le Bris their boos – not to mention chants of “What the fuck is going on” – suggested that time-wasting was suspected. Like Farke, Sunderland’s manager had arranged his side in a 3-4-2-1 formation. With the excellent Dan Ballard directing operations fr...

(RTTNews) - United Airlines [UAL] flight 2127 from Los Angeles to Newark was forced to make an emergency landing at Los Angeles International Airport (LAX). The Boeing 787-9 Dreamliner, carrying 256 passengers and 12 crew members, had to turn back after the pilots received a fire alert on one of the aircraft's two engines shortly after takeoff. The crew shut down the affected engine, but continued to receive fire indications. As a precaution, the pilots decided to evacuate the aircraft after landing safely on a taxiway at LAX. Passengers exited the plane using emergency slides and mobile stairs, leaving their belongings behind. No injuries were reported. The passengers were transported to the terminal and later accommodated on another flight to Newark Liberty International Airport. The Federal Aviation Administration has launched an investigation into the incident. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Meta Platforms (NasdaqGS:META) has entered a major AI hardware supply agreement with AMD and expanded its collaborations with Nvidia and Google. The company is testing an AI driven shopping feature aimed at changing how users discover products across its platforms. Meta is also pursuing legal action against scam advertisers in an effort to reinforce platform integrity and user trust. Meta Platforms, trading at $653.56, has experienced very large gains over the past three years, with a 255.9% return and a 157.8% return over five years, while the one year return of 0.1% is close to flat. Recent shorter term performance has been mixed, with the shares up 2.6% over the past week, a 8.8% decline over the past month, and a 0.5% return year to date. Against that backdrop, these AI and commerce moves arrive at a time when investors are watching for fresh drivers of the story. For investors, the combination of hardware partnerships, consumer facing AI experiments and legal action around scams highlights several different levers that could influence how the NasdaqGS:META equity story develops. The key questions from here are how effectively Meta can integrate these AI capabilities into its existing products and what that could mean for monetisation, competitive positioning and user trust over time. Stay updated on the most important news stories for Meta Platforms by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Meta Platforms. NasdaqGS:META Earnings & Revenue Growth as at Mar 2026 We've flagged 0 risks for Meta Platforms. See which could impact your investment. Quick Assessment ✅ Price vs Analyst Target : At $653.56 versus a consensus target of $863.20, the shares sit about 32% below the average analyst target price. ✅ Simply Wall St Valuation : Simply Wall St estimates the stock is trading 42.6% below it...

格隆汇3月4日｜市场担忧中东战争未能在短期内结束，国际油价飙升使各国央行减息预期骤降；美股三大指数集体收跌，纳指跌1.02%，标普500指数跌0.94%，纳指跌0.83%，费城半体指数跌4.58%。大型科技股多数下跌，美光科技跌约8%，英特尔跌超5%，特斯拉跌逾2%，英伟达跌超1%，谷歌、苹果小幅下跌；微软涨超1%，亚马逊、奈飞小幅上涨。塔吉特涨6.7%，创4月9日以来最大单日涨幅，该公司在需求改善之际意外地给出向好的业绩指引。 纳斯达克金龙中国指数收跌3.34%，热门中概股里，金山云收跌8.3%，晶科能源跌8%，小马智行跌7.5%，小鹏跌6.7%，小米跌5.2%，阿里跌4.9%，比亚迪跌4.3%，百度跌3.9%，新东方跌3.8%，网易、携程则微涨至多0.4%。

peshkov/iStock via Getty Images Investment Thesis I reiterate my buy recommendation on assets that track the main hard assets, although I'm downgrading my buy recommendation on leveraged oil ETFs. This article is part of a weekly series starting January 6, 2026, where I bring valuable commodity insights to Seeking Alpha readers. In this week's edition, it is impossible not to talk about oil, as the armed conflict between the United States and Iran causes the price of the commodity to soar. My intention is to address recent events, the implications for the stock market, and how investors should position themselves at this moment. Context The month of February ended with oil prices rising due to expectations that the Trump administration would attack the Iranian regime. Expectations were confirmed, and on Saturday, the attacks began. Subsequently, Iran carried out several retaliations, including bombing one of Saudi Arabia's largest oil refineries . Result? The price of crude oil has soared. Crude Oil Futures (SA) In this sense, shares of oil companies soared at the opening of the market; on the other hand, the cost of navigation, especially for oil ships, soared. Therefore, if you own shares in companies that depend on these costs, it is worth rethinking your investment allocation. Cost of hiring a ship soar (Bloomberg) But what is actually at stake? As I described in detail in another article, Iran has significant oil production, more than 3.3 million barrels per day. The detail is that more than 80% of these exports go to China, so the Chinese are extremely interested in ending this conflict. Another point is the geographical issue, since the conflict could affect the Strait of Hormuz, through which oil exports pass not only from Iran but also from other countries in the Middle East. There are more than 21 million barrels of oil per day, 76% of which goes to Asia. Strait Of Hormuz (US Energy Information) The major implications for the stock market will depend on th...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Palantir Technologies (NasdaqGS:PLTR) is reported to be supplying AI-powered defense platforms that are actively used in current U.S. and Israeli operations against Iran. Its software is described as playing a visible role in Operation Epic Fury, with evidence of multibillion dollar government contracts and real time battlefield deployment. The company’s tools are being applied during a period of heightened geopolitical tension, putting its AI systems under sustained operational pressure. For you as an investor, this places Palantir at the center of how modern warfare is being run, far beyond pilot projects or small scale trials. The company is best known for data integration and AI driven decision support for governments and enterprises, and current events are turning those capabilities into a live operational showcase. Ongoing deployment in mission critical settings could influence how governments think about long term software suppliers and contract structures. It also sharpens questions around concentration in defense work, procurement risk, and how Palantir might balance military demand with commercial customers over time. Stay updated on the most important news stories for Palantir Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR 1-Year Stock Price Chart See which insiders are buying and buying and selling Palantir Technologies following this latest news. For investors, the key takeaway is that Palantir is increasingly being treated as core defense infrastructure rather than just another software vendor. Its AI-powered platforms are embedded in live U.S. and allied operations against Iran, which helps explain why defense-linked AI names, including Palantir, have attracted strong...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Palantir Technologies (NasdaqGS:PLTR) is reported to be supplying AI-powered defense platforms that are actively used in current U.S. and Israeli operations against Iran. Its software is described as playing a visible role in Operation Epic Fury, with evidence of multibillion dollar government contracts and real time battlefield deployment. The company’s tools are being applied during a period of heightened geopolitical tension, putting its AI systems under sustained operational pressure. For you as an investor, this places Palantir at the center of how modern warfare is being run, far beyond pilot projects or small scale trials. The company is best known for data integration and AI driven decision support for governments and enterprises, and current events are turning those capabilities into a live operational showcase. Ongoing deployment in mission critical settings could influence how governments think about long term software suppliers and contract structures. It also sharpens questions around concentration in defense work, procurement risk, and how Palantir might balance military demand with commercial customers over time. Stay updated on the most important news stories for Palantir Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR 1-Year Stock Price Chart See which insiders are buying and buying and selling Palantir Technologies following this latest news. For investors, the key takeaway is that Palantir is increasingly being treated as core defense infrastructure rather than just another software vendor. Its AI-powered platforms are embedded in live U.S. and allied operations against Iran, which helps explain why defense-linked AI names, including Palantir, have attracted strong...

财联社3月4日讯（编辑 牛占林） 美东时间周二，美股三大指数集体收跌，因投资者担忧中东冲突可能持续升级，不过指数均自盘中低点明显回升。 随着油价延续大幅上涨，投资者对这场已进入第四天的冲突可能推高通胀的影响愈发担忧。以色列与美国军队对伊朗境内目标发动打击，伊朗则在海湾地区展开报复性袭击，冲突范围并扩大至黎巴嫩。 伊朗威胁要袭击任何试图穿越霍尔木兹海峡的船只，加上数家中东油气生产商停产，已推高全球航运费率以及原油和天然气价格，其中欧洲基准TTF天然气期货飙升逾20%。 Northern Trust Asset Management首席投资策略师Joseph Tanious表示：“虽然与昨日相比，基本面变化不大，但投资者对战争持续时间及其对能源价格的影响愈发焦虑。” 不过，股指从早盘一度超过2%的跌幅中回升。此前一天，标普500指数也在早盘大幅下挫后收盘持平。 明尼阿波利斯联储主席卡什卡利当天表示，伊朗冲突加剧了美国经济前景的不确定性，使得央行利率政策的走向更加难以预判。“我认为，无论是我们，还是市场，现在都在反复权衡同一个问题：这场冲突会持续多久？局势会恶化到什么程度？它更像是俄乌冲突那样的长期消耗战，还是像哈马斯袭击以色列那样的短期剧烈事件？不同路径对货币政策的影响是不同的。” 当天稍晚，美国总统特朗普表示，如有必要美国海军可以开始护送油轮穿越海峡，以确保能源自由流通到全球，人们对油价的担忧有所缓解。 Argent Capital Management投资组合经理Jed Ellerbroek表示，目前市场反应“相当克制”，这表明投资者的风险承受能力仍然保持在一定水平。 从技术面看，标普500指数自去年11月20日以来首次收于100日移动平均线下方，被视为潜在的看跌信号。 市场动态 截至收盘，道指跌403.51点，跌幅为0.83%，报48501.27点；纳指跌232.17点，跌幅为1.02%，报22516.69点；标普500指数跌64.99点，跌幅为0.94%，报6816.63点。 标普500指数的11个板块全面收跌，原材料板块跌2.69%，工业板块跌1.96%，信息技术/科技板块跌1.05%，能源板块跌0.94%，电信板块跌0.27%，金融板块跌0.18%。 美股行业ETF中，半导体ETF收跌3.77%，全球科技股指数ETF、生物科技指数ETF至多跌2.39%，科技...

recep-bg/E+ via Getty Images Reservoir Media ( RSVR ) said it received an unsolicited, non-binding indication of interest from Irenic Capital Management to acquire the music publisher for between $10 and $11 a share in cash. Reservoir's ( RSVR ) board is evaluating the indication of interest to determine the course of action that's in the best interests of the company and its shareholders, according to a statement on Tuesday. The comment comes after Bloomberg first reported on Thursday that activist hedge fund Irenic had made the takeover offer, sending its shares up 18%. More on Reservoir Media Reservoir Media, Inc. (RSVR) Q3 2026 Earnings Call Transcript Reservoir Media raises 2026 revenue outlook to $173M as acquisitions and streaming drive growth Reservoir Media beats top-line and bottom-line estimates; raises FY26 outlook Seeking Alpha’s Quant Rating on Reservoir Media Historical earnings data for Reservoir Media

Domino's (DPZ) posted mixed fourth quarter and fiscal 2025 results as the chain doubles down on growing sales, store count, and profits while consumers home in on value. The pizza chain posted revenue of $1.54 billion for the fiscal fourth quarter on Monday morning. That was up 6.4% year over year and a tick above the $1.52 billion Wall Street forecast, per Bloomberg consensus data. The bump was driven by higher order volumes and an increase in the company's food basket pricing to stores. Adjusted earnings came in at $5.35 per share, just below estimates of $5.37. CEO Russell Weiner said the chain's "MORE strategy" delivered higher sales and profits. He said in the release, "These strong results flowed through to increased franchisee profits, showcasing our ability to drive store level profitability while providing incredible value for our customers." US same-store sales grew 3.7%, above the 3.3% jump forecast, while international stores of 0.7% were lower than the expected 1.1% tick up. Shares in Domino's rose over 5% at market open Monday, as investors assessed its revenue growth. The stock is down 12% over the past year, compared with the S&P 500's (^GSPC) 15% gain. For the fiscal year, revenue came in at $4.9 billion, alongside adjusted earnings of $17.57. Same-store sales for US stores grew 3%, more than the 2.85% forecast. For the year, international stores' same-store sales growth missed expectations, rising 1.9% versus the estimated 2.14%. In 2025, the company added 776 stores, slightly more than the Street anticipated, bringing the total to 22,142 globally. For the current year, Domino's said it expects US same-store sales to grow 3% and for international sales to be up between 1% to 2%. The company also expects growth from third-party platforms, such as DoorDash and Uber. "We expect our share on DoorDash to grow as awareness and marketing spend increases. This opportunity is meaningful, as we have not yet reached our fair share on either of the major aggre...

Paramount Skydance's $111 billion purchase of Warner Bros. Discovery (WBD) has a notable supporter in Federal Communications Commission Chairman Brendan Carr. The FCC boss told CNBC today that the Paramount/WBD combination "is a lot cleaner" than the now-defunct Netflix deal to buy WBD. Netflix "would have had a very difficult path forward from a regulatory perspective" because of "the scope and scale" of the streaming service that would have been created by combining Netflix with WBD property HBO Max, Carr said. There were "a lot of concerns in DC" about Netflix buying the company, he said. Netflix backed out of its deal with Warner Bros. instead of matching the Paramount offer. Although Paramount plans to merge its own Paramount+ streaming service with HBO Max, Carr said the Paramount/WBD merger "does not raise at all the same types of concerns [as Netflix]. I think there's some real consumer benefits that could emerge from it." Read full article Comments

中東局勢｜伊朗封霍爾木茲海峽 特朗普：不排除派軍艦護航 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】伊朗對開霍爾木茲海峽處於近乎停航，革命衛隊聲稱完全控制海峽，美軍則指炸毀17艘伊朗艦艇。美國總統特朗普不排除派軍艦為通過的船隻護航。 美軍中央司令部在交代針對伊朗的「史詩之怒」行動片段中提到，已摧毀整支伊朗海軍，出動導彈驅逐艦等炸毀17艘伊朗艦艇，包括一艘核潛艇。中央司令部司令庫珀重申已沒有伊朗船隻可以駛過霍爾木茲海峽、阿拉伯灣或阿曼灣。 不過伊朗革命衛隊聲稱，霍爾木茲海峽完全受海軍控制，十多艘油輪無視警告通過被海軍炸毀。根據標普全球的數據顯示，周一只有零星數艘船通過海峽，包括兩艘運載原油和化學品的貨輪，較衝突前平均每天60艘大減逾96%。 總統特朗普發文，下令國際金融開發公司以合理價格為途經波斯灣的商船，特別是運載能源的貨船提供保險及財務保障，如有需要可以盡快派海軍軍艦，為通過霍爾木茲海峽的運油輪護航，重申美國致力保障全球能源供應自由。 霍爾木茲海峽被封鎖，導致油價及天然氣價格上升。特朗普在白宮回應記者提問時承認連日行動短期內會推高油價，但相信行動結束後油價會回落，甚至低過以往水平。

April Nymex natural gas (NGJ26) on Tuesday closed up by +0.094 (+3.18%). April nat-gas prices settled sharply higher on Tuesday on the outlook for increased demand for US nat-gas supplies. On Monday, Qatar shut its Ras Laffan plant, the world's largest natural gas export facility, after it was targeted by an Iranian drone attack. The Ras Laffan plant accounts for about 20% of global liquefied natural gas supply, and its closure could boost US nat-gas exports. Nat-gas prices also had carryover support from Tuesday's +22% surge in European nat-gas prices to a 3-year high. Don’t Miss a Day: Nat-gas prices extended their gains on Tuesday when updated weather forecasts called for colder US temperatures, potentially boosting heating demand for nat-gas. The Commodity Weather Group said Tuesday that forecasts shifted colder across the US through March 12, although the eastern half of the country will still be above normal. US (lower-48) dry gas production on Tuesday was 112.8 bcf/day (+4.9% y/y), according to BNEF. Lower-48 state gas demand on Tuesday was 86.3 bcf/day (-5.6% y/y), according to BNEF. Estimated LNG net flows to US LNG export terminals on Tuesday were 19.6 bcf/day (+1.3% w/w), according to BNEF. Projections for higher US nat-gas production are bearish for prices. On February 17, the EIA raised its forecast for 2026 US dry nat-gas production to 109.97 bcf/day from last month's estimate of 108.82 bcf/day. US nat-gas production is currently near a record high, with active US nat-gas rigs posting a 2.5-year high last Friday. Natural gas prices surged to a 3-year high on January 28, driven by the massive storm that disrupted the US with Arctic cold weather. The well below normal temperatures caused freeze-ups in gas wells, disrupted production in Texas and elsewhere, and drove a spike in demand for natural gas for heating. About 50 billion cubic feet of natural gas came offline, or about 15% of total US natural gas production, due to freeze-ups. As a negative facto...

(RTTNews) - Blackstone [BX] President Jon Gray defended the credit quality of the firm's flagship private credit fund, BCRED, after investors withdrew nearly 8% from the fund in the last quarter. The alternative asset management company stated in a late Monday filing that it allowed 7.9% of BCRED investors, which it calls the largest private credit fund in the world with around $82 billion invested, to withdraw their funds. Blackstone facilitated this in part by having the firm's own investors contribute $150 million into the fund. Recent moves by alternative asset managers to allow investors to cash out of funds have added to jitters around private credit and loans to the software industry. Last month, Blue Owl said it found buyers for $1.4 billion of its loans, in part to help cash out 30% of an embattled credit fund. Now, with the larger Blackstone being swept up in this trend, concerns around private credit seem to be broadening. Gray acknowledged that there is "a constant spin cycle" of concerns in the market, which can make investors and financial advisors nervous and trigger redemptions. However, he noted that loans to software firms, which make up the single biggest exposure for BCRED at around 25% of the fund, will be difficult to dislodge despite the impact of AI in the coming years. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Andrew Chin, AllianceBernstein Chief AI Officer, discusses efficiency, use cases and AI guardrails. He speaks with Bloomberg’s Tim Stenovec and Carol Massar from the Bloomberg Invest conference in New York City. (Source: Bloomberg)

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Applied Digital (NasdaqGS:APLD) has launched a secured notes offering of about $2.15b to fund a large scale AI data center project. Nvidia has fully exited its equity stake in Applied Digital around the same time, removing a high profile technology backer from the share register. The combination of significant new debt funding and the departure of a major investor is drawing fresh attention to the company’s growth plans and risk profile. Applied Digital comes into this news after a very large share price move over the past year, with a 1 year return of 306% and a current share price of $27.93. The multi year performance has been even stronger in percentage terms, although recent trading has been weaker, with a 7% decline over the past week and a 17.6% decline over the past month. For you as an investor, the $2.15b funding plan and Nvidia’s exit mark an important junction for NasdaqGS:APLD, especially given its heavy focus on a relatively small customer base. The key questions now center on how the company manages higher leverage, executes on the AI data center build out, and maintains customer commitments through a more complex capital structure. Stay updated on the most important news stories for Applied Digital by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Applied Digital. NasdaqGS:APLD 1-Year Stock Price Chart Is Applied Digital's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis. Quick Assessment ✅ Price vs Analyst Target : At US$27.93 versus a consensus target of US$45.27, the price is roughly 38% below analyst expectations. ❌ Simply Wall St Valuation : Simply Wall St's DCF view is unknown here, so you are flying without a clear intrinsic value anchor. ❌ Recent Momentum: The 30 day return of about 17.6% de...

Key Points I lived through the dot.com bubble and found the experience very enlightening. With quantum computing likely to be a huge opportunity, I'm still hedging my bets. 10 stocks we like better than International Business Machines › The internet has dramatically changed the world, and that change has occurred entirely in my lifetime. However, the dot-com bubble at the turn of the century should be a strong warning to investors, as newer, potentially more impactful technologies continue to emerge. This is why my quantum computing pick in 2026 is a bit on the boring side. 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 » I bought into the quantum story years ago The truth is that I've owned my big quantum play for about a decade. It was a legitimate factor in my decision to invest in International Business Machines (NYSE: IBM), but when I hit the buy button, quantum was still in its early stages of development. I reasoned at the time that IBM had the resources and technological capabilities to turn quantum into a real business at some point in the distant future. I didn't expect quantum to become a hot topic on Wall Street within a decade when I added IBM to my portfolio. And, in truth, the real driver of the company's results has been its pivot into cloud computing and artificial intelligence. That said, the next big thing could very well be quantum computing, and IBM is likely to be an important player in the space. IBM's diversification and deep pockets are the key IBM's business and stock have both rebounded strongly since I bought shares in 2016, which is nice. However, a deep drawdown, driven by investor fears about AI's impact on the company's business, has tempered my gains. I'm not overly concerned because IBM is a large and diversified business. I expect AI to benefit the company by help...

Tuesday, March 3, 2026 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 12 major stocks, including Broadcom Inc. (AVGO), AT&T Inc. (T) and Vertex Pharmaceuticals Inc. (VRTX), as well as a micro-cap stock The InterGroup Corp. (INTG). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today. You can see all of today’s research reports here >>> Ahead of Wall Street The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning. You can read today's AWS here >>> Pre-Markets Lower on War/Oil Uncertainty Today's Featured Research Reports Shares of Broadcom have gained +4.5% over the past six months against the Zacks Electronics - Semiconductors industry’s gain of +20.3%. The company is experiencing strong momentum fueled by growth in AI semiconductors and continued success with its VMware integration. Strong demand for its networking products and custom AI accelerators (XPUs) has been noteworthy. Broadcom’s AI segment benefits from custom accelerators and advanced networking technology that supports large-scale AI deployments with improved performance and efficiency. Broadcom expects first-quarter fiscal 2026 AI revenues to double to $8.2 billion. AVGO’s networking portfolio is gaining from strong demand for Tomahawk 6 products, as well as the Jericho 4 Ethernet fabric router. The acquisition of VMware has bene...

Seeking Alpha More on GitLab GitLab: The Valuation Lags Well Behind The Fundamentals GitLab: Punished Multiple, Compounding Business - A Setup For Asymmetric Upside (Rating Downgrade) GitLab Inc. (GTLB) Discusses the Role of Agentic AI in Transforming Software Development Workflows Transcript GitLab Non-GAAP EPS of $0.30 beats by $0.07, revenue of $260.4M beats by $8.18M GitLab Q4 2026 Earnings Preview

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Intel, ticker NasdaqGS:INTC, has expanded its AI partnership with Infosys to help enterprises move from pilot projects to large scale production deployments. The company has entered a new collaboration with Ericsson to co develop AI native 6G network solutions for next generation mobile infrastructure. Intel is rolling out its Trust Authority confidential computing service on NVIDIA’s HGX B200 platform to support secure, enterprise grade AI workloads. Intel’s recent news around Infosys, Ericsson and NVIDIA comes at a time when its shares trade at $45.5, with a return of 113.3% over the past year and 82.6% over the past three years. The five year return of a 20.2% decline highlights how recent performance contrasts with a weaker longer term track record, which some investors may keep in mind when weighing these AI and networking moves. For you as an investor, these partnerships highlight where Intel is choosing to focus its resources in enterprise AI, secure computing and future connectivity. The extent to which these initiatives translate into durable revenue streams and competitive positioning will likely be a key theme to watch as enterprises continue scaling AI workloads. Stay updated on the most important news stories for Intel by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Intel. NasdaqGS:INTC Earnings & Revenue Growth as at Mar 2026 We've flagged 1 risk for Intel. See which could impact your investment. Quick Assessment ⚖️ Price vs Analyst Target : At US$45.50, Intel trades roughly 3.6% below the US$47.12 analyst price target, which sits well within a 10% band. ❌ Simply Wall St Valuation : Shares are described as trading about 37.4% above estimated fair value, which screens as overvalued. ❌ Recent Momentum: The 30 day return of roughly 2.1% suggests recent price pressure despite th...

Plug Power (NASDAQ:PLUG) develops hydrogen fuel cell systems for electric vehicles and equipment. Shares closed at $2.23, up 23.20%. The stock moved higher after Q4 results showed a revenue beat, improving margins, and a CEO transition. Investors are watching execution on the turnaround plan and profitability targets. Trading volume reached 222.8 million shares, coming in about 122% above its three-month average of 100.3 million shares. Plug Power IPO'd in 1999 and has fallen 99% since going public. How the markets moved today The broader market weakened Tuesday, with the S&P 500 (SNPINDEX:^GSPC) closing down 0.95% at 6,817, while the Nasdaq Composite (NASDAQINDEX:^IXIC) fell 1.02% to finish at 22,517. Among hydrogen fuel cell systems peers, Bloom Energy (NYSE:BE) closed at $153.01 (-7.83%), while Ballard Power Systems (NASDAQ:BLDP) finished at $2.07 (-4.17%), underscoring Plug Power’s outsized rebound. What this means for investors Plug Power’s fourth-quarter results were encouraging. The hydrogen production and fuel cell company beat estimates with 17.6% year-over-year revenue growth and a smaller loss than expected. It’s getting to be crunch time for Plug Power investors. New CEO Jose Luis Crespo said the company aims to reach positive EBITDA (earnings before interest, taxes, depreciation, and amortization) by the fourth quarter. Crespo also assured investors that they could anticipate "positive operating income by the end of 2027, and full profitability by the end of 2028." With shares sinking more than 83% over the last three years, achieving those stated goals may be the only way to fully reverse that trend. Should you buy stock in Plug Power right now? Before you buy stock in Plug Power, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Plug Power wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Net...

Earnings Call Insights: Harrow, Inc. (HROW) Q4 2025 Management View CEO Mark Baum highlighted, “Harrow now owns one of the largest portfolios of prescription ophthalmic products in the United States market, and we have been the most prolific acquirer of ophthalmic pharmaceutical products in the U.S. market, having completed more than a half a dozen transactions, integrating over 15 branded products into our scalable commercial platform that reaches every populated county within the United States and touches with impact nearly every key ophthalmic disease segment.” Baum shared that Harrow’s portfolio and commercial infrastructure are designed for scale, emphasizing, “For the first time, all of our core growth drivers accelerated simultaneously. That alignment reinforces our confidence and supports our goal of exceeding $250 million in quarterly revenue by the end of 2027.” Baum previewed the expectation that VEVYE will become a 9-figure revenue product in 2026 and outlined momentum in IHEEZO and TRIESENCE, with plans to double dedicated sales forces for both VEVYE and TRIESENCE to deepen market penetration. He also referenced new product launches (BYQLOVI and BYOOVIZ) in 2026 and pipeline assets from the Melt Pharmaceuticals acquisition, specifically G-MELT and YOCHIL. CFO Andrew Boll stated, “For the fourth quarter of 2025, consolidated revenues were $89.1 million, representing 33% year-over-year growth. For the full year, revenue was $272 million, up 36% versus 2024. Adjusted EBITDA was $24.2 million in Q4 and $61.9 million for the full year, reflecting 54% year-over-year growth.” Boll added, “We expect full year 2026 revenue between $350 million and $365 million. For modeling purposes, we currently expect first half revenue in the range of $133 million to $153 million and the second half revenue in the range of $203 million to $226 million.” Chief Commercial Officer Patrick Sullivan noted, “Despite limited coverage throughout 2025, we delivered a 115% increase in ...

Iraqi Shiites shout slogans as they carry a portrait of Iran's Supreme Leader Ayatollah Ali Khamenei and wave Iran flags during a protest against US and Israeli attacks on Iran at a bridge leading to Green Zone where the US embassy is located, in Baghdad on February 28, 2026. Several hundred people protested against the US-Israeli strikes on Iran near the US embassy in Baghdad on February 28, AFP journalists said. Ahmad Al-rubaye | Afp | Getty Images As the fighting in the Middle East roars on, cyber experts are increasingly warning of online attacks from Iran on U.S. businesses and infrastructure. "From a timing perspective, it's now or never," said Pavel Gurvich, founder and CEO of cybersecurity startup Tenzai . "In that sense, the danger is meaningfully higher." Gurvich said Iran may have stored capabilities and is waiting for a high-risk moment to launch. Following U.S. and Israeli strikes on the region over the weekend, Iran has stepped up retaliatory strikes, hitting U.S. bases, embassies and major hubs, including Tel Aviv, Doha, and Dubai. The looming threat of an Iran-linked cyberattack poses a critical risk to the U.S. at a time when the Cybersecurity and Infrastructure Security Agency, the leading readiness body, is grappling with a partial government shutdown, furloughs, and a management reshuffle that could hinder its ability to counteract an attack. CISA turmoil U.S. Homeland Security Secretary Kristi Noem testifies before a Senate Judiciary Committee hearing on "Oversight of the Department of Homeland Security," on Capitol Hill in Washington, D.C., U.S., March 3, 2026. Kevin Lamarque | Reuters U.S. Secretary of Homeland Security Kristi Noem said in a statement this week that DHS is working with federal intelligence and law enforcement partners to "closely monitor and thwart" any potential U.S. threats. The agency has reportedly lost about a third of its employees since Trump took office, and Madhu Gottumukkala, its temporary director, was reassigned to...

Syngenta, maker of a controversial pesticide linked to Parkinson’s disease, said on Tuesday that it will stop making its paraquat weed killer by the end of June. The announcement comes as the company is facing several thousand lawsuits brought by people in the US who allege they developed Parkinson’s disease due to their exposure to Syngenta’s paraquat products. The company did not mention the litigation in making the announcement, and did not respond to a request for comment. The company’s announcement cites “significant competition” from generic producers of paraquat and a “less than 1 percent” contribution to the company’s global sales as reasons for exiting the paraquat business. “This decision is about focusing our resources where they deliver the greatest value for our business and our customers,” Mike Hollands, president of Syngenta UK and head of Syngenta’s global production and supply, said in a statement. The company said it “affirms that paraquat is safe when used in line with registered label instructions”, and that paraquat remains “highly effective in controlling weeds”. Michael Okun, chair of neurology at the University of Florida, who has called for a ban on paraquat, called the news a “public health milestone”. “For decades we have warned that certain pesticides increase the risk of Parkinson’s and other serious diseases. This moment proves that advocacy, data and courage can change the trajectory of disease,” Okun said. Paraquat has been used in the US since 1964 as a tool to kill broadleaf weeds and grasses. Though banned in several countries, including throughout Europe, Syngenta’s paraquat-based Gramoxone herbicide brand has remained popular with US farmers for use in growing soybeans, cotton and corn as well as in growing grapes, pistachios, peanuts and many other crops. Syngenta has always maintained that the evidence linking paraquat to Parkinson’s disease is “fragmentary” and “inconclusive”. Numerous scientific studies have found that paraqu...

全球财经媒体昨夜今晨 共同关注的头条新闻主要有： 1、 为防能源危机特朗普双管齐下 美国要给航经波斯湾的船只护航和上保险 2、 西班牙不让美国使用空军基地炸伊朗 特朗普下令斩断两国贸易往来 3 、 苹果升级笔记本电脑产品线 提高多款机型起售价 4 、 英国财相强调不为利益牺牲原则 称对伊决策不与美英贸易谈判挂钩 5、 卡塔尔停摆+俄气受限，美国LNG成全球能源“救火队员” 6、 保险公司不再承保中东战争险，超级油轮运价创下历史新高 为防能源危机特朗普双管齐下 美国要给航经波斯湾的船只护航和上保险 美国总统唐纳德·特朗普采取措施预防对伊朗的战争引发能源危机，他承诺将为通过霍尔木兹海峡的油轮及其它船只提供保险担保和海军护航。 特朗普周二表示，美国开发金融公司将以“非常合理的价格”提供保险来帮助确保波斯湾的能源流动和其它商业贸易畅通。此外他还表示，“如有必要，美国海军将开始护送油轮通过霍尔木兹海峡，会尽快的。” “无论如何，美国将确保能源自由流向世界，” 他在社交媒体上发帖称。 西班牙不让美国使用空军基地炸伊朗 特朗普下令斩断两国贸易往来 西班牙拒绝让美国使用其军事基地轰炸伊朗后，特朗普指示美国财政部长贝森特“切断与西班牙的一切贸易”。 “我跟斯科特说了切断跟西班牙的一切往来，” 特朗普周二在白宫会见德国总理弗里德里希·默茨时说。 特朗普没有解释他打算如何兑现这一威胁。考虑到美国与整个欧盟存在贸易关系，落实他的指示可能尤其困难。特朗普随后还暗示自己有权对来自西班牙的商品实施全面禁入，但却并未明确表示他计划这样做。 特朗普已多次对西班牙首相桑切斯拒绝按他的要求将国防开支提高到国内生产总值的5%感到不满。特朗普去年10月说西班牙为此应该受到“贸易惩罚”。 苹果升级笔记本电脑产品线 提高多款机型起售价 苹果 公司更新了旗下两大笔记本电脑产品线，为MacBook Air和MacBook Pro配备更快处理器，并在行业范围内存储芯片供应紧张的背景下上调售价。 苹果周二发布新款机型，MacBook Air搭载M5芯片，MacBook Pro首次配备M5 Pro和M5 Max芯片。公司还更新了外接显示器产品线，推出两款分别面向消费者和专业用户的新型号。 新款MacBook Air和MacBook Pro在外观上与前代产品相同，但配备更快的处理器、新的存储配置、更强的图形性能，并首次支持...

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