Key Points Astera Labs more than doubled its revenue last year. Its stock price tanked recently, mainly due to its high valuation. Broadcom, the market leader in designing application-specific integrated circuits and custom silicon, is a better option at this point. 10 stocks we like better than Broadcom › Semiconductor designer Astera Labs (NASDAQ: ALAB) saw massive growth in 2025 as its revenue ...
Key Points Astera Labs more than doubled its revenue last year. Its stock price tanked recently, mainly due to its high valuation. Broadcom, the market leader in designing application-specific integrated circuits and custom silicon, is a better option at this point. 10 stocks we like better than Broadcom › Semiconductor designer Astera Labs (NASDAQ: ALAB) saw massive growth in 2025 as its revenue rose some 115% year over year and its earnings climbed to $1.22 per share, a sharp reversal from its $0.64 per share net loss in the prior-year period. The company, which makes connectivity chips for data centers and artificial intelligence (AI) infrastructure, has become a significant player in the AI boom. Its products basically connect the GPUs, CPUs, and memory chips within high-performance computing systems, helping them operate efficiently and at high speed. 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 » A trader looking up at a screen. Image source: Getty Images. But even after Astera Labs delivered blowout results for its fiscal fourth quarter, the stock tanked, mainly due to its incredibly high valuation. Prior to the Q4 report, it was trading at more than 150 times earnings and more than 50 times forward earnings, which investors viewed as too great a premium, even given the company's robust growth outlook for 2026. Now, those multiples are down to around 99 and 34, respectively -- still far from cheap. There is a lot to like about Astera as a pure-play connectivity stock, but right now, as an investment, I'd favor one of its primary competitors instead: Broadcom (NASDAQ: AVGO). Why Broadcom is a better option Broadcom also makes connectivity hardware, but it has a far more diversified product lineup than Astera Labs. While its networking and connectivity chips are its biggest revenue drivers, ...
Several commercial vessels are anchored off the coast of the United Arab Emirates after Iran announced the closure of the Strait of Hormuz on March 2. Photo: IC Chinese lithium carbonate futures fell for a third straight session Wednesday amid mounting concerns that an escalating conflict in the Middle East could disrupt exports of energy-storage products to one of the industry’s fastest-growing m...
Several commercial vessels are anchored off the coast of the United Arab Emirates after Iran announced the closure of the Strait of Hormuz on March 2. Photo: IC Chinese lithium carbonate futures fell for a third straight session Wednesday amid mounting concerns that an escalating conflict in the Middle East could disrupt exports of energy-storage products to one of the industry’s fastest-growing markets. The benchmark May 2026 lithium carbonate contract closed at 153,000 yuan ($22,148) a ton on Wednesday, down 3%. The contract, which hit its daily limit down Tuesday, has slid 14% over the past three days.
兩會｜政府工作報告首談提升港澳依法治理效能 發揮背靠祖國、聯通世界優勢 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府工作報告港澳部分，繼續指要堅定不移，貫徹一國兩制、港人治港方針，未有用上「全面準確」的字眼...
兩會｜政府工作報告首談提升港澳依法治理效能 發揮背靠祖國、聯通世界優勢 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府工作報告港澳部分，繼續指要堅定不移，貫徹一國兩制、港人治港方針，未有用上「全面準確」的字眼。又首次提到要提升港澳依法治理效能，發揮港澳背靠祖國、聯通世界的獨特優勢。 港澳兩位行政長官，李家超及岑浩輝在人民大會堂列席人大開幕會。總理李強宣讀政府工作報告，繼續提及對港澳工作。「我們要堅定不移貫徹一國兩制、港人治港、澳人治澳、高度自治方針，落實愛國者治港、愛國者治澳的原則，支持港澳更好融入和服務國家發展大局，促進香港澳門長期繁榮穩定。」 而在工作報告文本，港澳部分佔111字，其中跟去年10月出台的「十五五」規劃建議一致，提到要提升港澳依法治理效能，促進港澳經濟社會發展，發揮港澳背靠祖國、聯通世界獨特優勢和重要作用。在貫徹一國兩制方針一句，是自2016年以來首次未有用上「全面準確」的字眼。至於去年報告首次提及的「深化國際交往合作」，今年沒再出現。
紮實推進鄉村全面振興 推動區域協調發展 支持粵港澳大灣區打造世界級城市群 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府工作報告提到，要紮實推進鄉村全面振興，堅持把「三農」工作作為重中之重，做好糧食生產、精準...
紮實推進鄉村全面振興 推動區域協調發展 支持粵港澳大灣區打造世界級城市群 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府工作報告提到，要紮實推進鄉村全面振興，堅持把「三農」工作作為重中之重，做好糧食生產、精準幫扶，並推動新型城鎮化和區域協調發展，支持京津冀、長三角、粵港澳大灣區打造世界級城市群。 總理李強：「持續推進農村改革發展，全面開展第二輪，土地承包到期後再延長30年整省試點，培育壯大鄉村特色產業，完善聯農帶農機制，促進農民穩定增收。不斷增強區域發展協調性，優化主體功能區劃，引導各地區圍繞主體功能定位，更好發揮比較優勢，支持經濟大省挑大樑，加強重點城市群協調聯動，實施國家產業轉移發展提升工程，深化跨行政區合作。」
Palantir Technologies Inc. (NASDAQ:PLTR) shares have rallied since reversing off support around $130. This is an important level for this stock. The $150 level is important as well. There is a good chance there is resistance around this price. This is why Palantir is the Stock of the Day. In August and in December, the shares found support around $150. A rally followed. When this happened, many of...
Palantir Technologies Inc. (NASDAQ:PLTR) shares have rallied since reversing off support around $130. This is an important level for this stock. The $150 level is important as well. There is a good chance there is resistance around this price. This is why Palantir is the Stock of the Day. In August and in December, the shares found support around $150. A rally followed. When this happened, many of the people who sold their shares at the support decided their decision to sell was a mistake. They also decided that if they could ever do so, they would buy their shares at the same price they were sold for. So when Palantir dropped back to $150 in November, they placed buy orders. The large concentration of these buy orders created support at the level again, and another move higher followed. But in February, this support broke, and the stock went lower. When this happened, a number of people who purchased shares at around $150 decided their decision was a mistake. They also decided to hold onto their losing positions. But they also decided that if they could ever sell and exit the positions at breakeven, they would. Now that Palantir has rallied back to around $150, they will be placing sell orders. If there are many of these orders, it could create resistance at that level. If the buyers can eventually overpower the sellers and the stock stays above the resistance, this will show that the traders and investors who created the resistance with their sell orders. This is a ‘breakout.’ This can be a bullish dynamic. With the sellers out of the way. New buyers will be forced to outbid each other to draw sellers back into the market. This price action could put Palantir into a new uptrend. Image: Shutterstock
(Updates with Stellantis' response in the fourth paragraph.) Stellantis (STLA), Toyota (TM) and S 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.
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Dogecoin (DOGE +14.42%) is seeing a big valuation gain in Wednesday's trading. The meme coin's token price has risen 13.6% over the past 24 hours as of 2 p.m. ET. Meanwhile, Bitcoin was up 7.2%, and Ethereum was up 8.6%. The crypto market is a sea of green in today's session, with investors pouring back into digital tokens in response to a The New York Times report this morning indicating potentia...
Dogecoin (DOGE +14.42%) is seeing a big valuation gain in Wednesday's trading. The meme coin's token price has risen 13.6% over the past 24 hours as of 2 p.m. ET. Meanwhile, Bitcoin was up 7.2%, and Ethereum was up 8.6%. The crypto market is a sea of green in today's session, with investors pouring back into digital tokens in response to a The New York Times report this morning indicating potential negotiation offramps that could bring an end to the U.S. and Israel's war with Iran. According to the report, Iran's Ministry of Intelligence is willing to discuss terms that could halt the conflict. Despite gains today, Dogecoin is still down 13% across 2026's trading and 86% from its lifetime high. Is Dogecoin a buy right now? If the U.S., Israel, and Iran can reach the terms needed to bring an end to the war, Dogecoin could see a significant valuation boost. A prolonged conflict threatens to deter the Federal Reserve from cutting interest rates because elevated oil prices and supply chain issues could lead to higher inflation. Additional rate cuts are at the center of the bullish thesis on Dogecoin and most other cryptocurrencies this year, and a quick end to the war makes it more likely that they will arrive. Expand CRYPTO : DOGE Dogecoin Today's Change ( 14.42 %) $ 0.01 Current Price $ 0.10 Key Data Points Market Cap $17B Day's Range $ 0.09 - $ 0.10 52wk Range $ 0.08 - $ 0.30 Volume 2.4B On the other hand, I think there's a good chance that the trend of investors rotating into high-quality, less-speculative assets that has shaped much of this year's trading will reassert itself. With that in mind, I believe investors should hold off on buying Dogecoin right now.
Key Points Dogecoin is rising today in response to a report suggesting that an end to the war with Iran could be in sight. A resolution to the conflict could make it more likely that the Federal Reserve will cut interest rates. Dogecoin still looks like a very risky play. 10 stocks we like better than Dogecoin › Dogecoin (CRYPTO: DOGE) is seeing a big valuation gain in Wednesday's trading. The mem...
Key Points Dogecoin is rising today in response to a report suggesting that an end to the war with Iran could be in sight. A resolution to the conflict could make it more likely that the Federal Reserve will cut interest rates. Dogecoin still looks like a very risky play. 10 stocks we like better than Dogecoin › Dogecoin (CRYPTO: DOGE) is seeing a big valuation gain in Wednesday's trading. The meme coin's token price has risen 13.6% over the past 24 hours as of 2 p.m. ET. Meanwhile, Bitcoin was up 7.2%, and Ethereum was up 8.6%. The crypto market is a sea of green in today's session, with investors pouring back into digital tokens in response to a The New York Times report this morning indicating potential negotiation offramps that could bring an end to the U.S. and Israel's war with Iran. According to the report, Iran's Ministry of Intelligence is willing to discuss terms that could halt the conflict. Despite gains today, Dogecoin is still down 13% across 2026's trading and 86% from its lifetime high. 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 » Is Dogecoin a buy right now? If the U.S., Israel, and Iran can reach the terms needed to bring an end to the war, Dogecoin could see a significant valuation boost. A prolonged conflict threatens to deter the Federal Reserve from cutting interest rates because elevated oil prices and supply chain issues could lead to higher inflation. Additional rate cuts are at the center of the bullish thesis on Dogecoin and most other cryptocurrencies this year, and a quick end to the war makes it more likely that they will arrive. On the other hand, I think there's a good chance that the trend of investors rotating into high-quality, less-speculative assets that has shaped much of this year's trading will reassert itself. With that in mind, I believe investors shoul...
US benchmark equity indexes were higher intraday as a military conflict in the Middle East continued 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.
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J Studios/DigitalVision via Getty Images A new regional conflict in the Middle East is just the latest worry investors need to navigate. Even before the events of last weekend and their ramifications throughout the Middle East this week, the U.S. economy was sending very mixed signals. A new regional conflict could have significant impacts on the global economy. In today's article, I will look at ...
J Studios/DigitalVision via Getty Images A new regional conflict in the Middle East is just the latest worry investors need to navigate. Even before the events of last weekend and their ramifications throughout the Middle East this week, the U.S. economy was sending very mixed signals. A new regional conflict could have significant impacts on the global economy. In today's article, I will look at the good, the bad, and the ugly parts of the U.S. economic landscape. The Good Let's start with the good. Before the recent blip up in interest rates following the decapitation of Iranian leadership, mortgage rates had dipped under the six percent threshold for the first time since 2022. That should help the housing sector, but only marginally, given home affordability remains historically low. DQYDJ In addition, national average rents have fallen for six of the last seven months now. This is important on a couple of fronts. First, this is the biggest expense item for tens of millions of American households. The shelter component also makes up just over a third of the monthly CPI reading, and this trend is beneficial on the inflation front. National Average Rent (Apartment List - February 2026) Tax refunds are up over 10% from the same point a year ago, which will put more money in the pockets of many consumer households. This is much needed given the low levels of saving. Many Americans will benefit from less/no tax being taken from tip income and some social security earnings also being sheltered from tax. U.S. Personal Savings Rate (Macrotrends) Finally, the biggest driver of the U.S. economy is the massive increase in tech spending associated with the AI infrastructure buildout. There are no current signs of deterioration on this front. The Bad Let's start with there are few key economic drivers other than the AI infrastructure buildout, outside of defense firms, given the big increase in the Department of Defense's budget for fiscal 2026 and the tailwinds from a new re...
jiefeng jiang/iStock via Getty Images The major hyperscalers have reached “peak negativity” when it comes to investor concerns about their massive spending, according to Barton Crockett, senior analyst at Rosenblatt Securities. In an interview with CNBC, Crockett argued that while capital expenditure at Amazon ( AMZN ), Google/Alphabet ( GOOGL ), ( GOOG ), Meta ( META ), and Microsoft ( MSFT ) has...
jiefeng jiang/iStock via Getty Images The major hyperscalers have reached “peak negativity” when it comes to investor concerns about their massive spending, according to Barton Crockett, senior analyst at Rosenblatt Securities. In an interview with CNBC, Crockett argued that while capital expenditure at Amazon ( AMZN ), Google/Alphabet ( GOOGL ), ( GOOG ), Meta ( META ), and Microsoft ( MSFT ) has surged dramatically, the narrative is poised to improve as spending levels stabilize. The numbers behind the concern are stark: aggregate capex for the four major hyperscalers has grown approximately 66% year-over-year, a surge that Crockett says is “basically evaporating free cash flow at those companies.” However, he believes the worst of the anxiety may be behind investors. “I think you’re at peak concern about the spending, peak concern about their ability to convert that into profits,” Crockett said. In contrast to the hyperscalers, Apple ( AAPL ) stands out for its relative stability. The company is “not plowing capex into huge data centers like the hyperscalers,” allowing it to navigate current market turbulence more effectively. Crockett described Apple’s ( AAPL ) ability to remain steady despite memory cost surges and supply chain issues as “a flex” that speaks to the company’s power, adding that recent announcements are consistent with meaningful gross margin improvement in the coming months. Among the hyperscalers, Crockett identified Meta ( META ) as a top recommendation due to strong revenue growth and expected returns on investment. He also pointed to Amazon ( AMZN ) as an interesting opportunity if the company can manage “the noise with Anthropic ( ANTHRO ).” The analyst suggested that the current hardware-focused cycle could give way to gains in services and software stocks. On Netflix ( NFLX ), Crockett maintains a hold rating, calling it “a well-managed company in a maturing environment.” He noted that while the company’s EBITDA is growing at about 20%, c...
HCA Healthcare is Wednesday's IBD Stock of The Day as the nation's largest hospital operator outperforms the S&P 500, in part because it isn't just immune from AI disruption but becoming more resilient thanks to technology and other help from Palantir Technologies. HCA stock is in a buy zone as it works on a four-session winning streak. Despite the expiration of enhanced subsidies for Affordable C...
HCA Healthcare is Wednesday's IBD Stock of The Day as the nation's largest hospital operator outperforms the S&P 500, in part because it isn't just immune from AI disruption but becoming more resilient thanks to technology and other help from Palantir Technologies. HCA stock is in a buy zone as it works on a four-session winning streak. Despite the expiration of enhanced subsidies for Affordable Care Act health coverage purchasers, who accounted for 10% of HCA's revenue last year, "margins are expected above 20%, in line with '25," wrote Jefferies analyst Brian Tanquilut in a Jan. 27 note.
May NY world sugar #11 (SBK26) today is down -0.21 (-1.51%), and May London ICE white sugar #5 (SWK26) is down -5.30 (-1.289%). Sugar prices are sliding today as the outlook for a global surplus outweighs the geopolitical risks of higher shipping costs from the Iran war. Don’t Miss a Day: On February 12, sugar prices plunged to 5.25-year nearest-futures lows on concern that a global sugar surplus ...
May NY world sugar #11 (SBK26) today is down -0.21 (-1.51%), and May London ICE white sugar #5 (SWK26) is down -5.30 (-1.289%). Sugar prices are sliding today as the outlook for a global surplus outweighs the geopolitical risks of higher shipping costs from the Iran war. Don’t Miss a Day: On February 12, sugar prices plunged to 5.25-year nearest-futures lows on concern that a global sugar surplus will persist. On February 11, analysts from sugar trader Czarnikow said they expect a global sugar surplus of 3.4 MMT in the 2026/27 crop year, following an 8.3 MMT surplus in 2025/26. Also, Green Pool Commodity Specialists said on January 29 that they expect a 2.74 MMT global sugar surplus for 2025/26 and a 156,000 MT surplus for 2026/27. Meanwhile, StoneX said February 13 that it expects a global sugar surplus of 2.9 MMT in 2025/26. Last Friday, the International Sugar Organization (ISO) forecast a +1.22 MMT (million metric ton) sugar surplus in 2025-26, below an earlier projection of +1.63 AMMT. That follows a -3.46 MMT deficit in 2024-25. ISO said the surplus is being driven by increased sugar production in India, Thailand, and Pakistan. ISO is forecasting a +3.0% y/y rise in global sugar production to 181.3 million MMT in 2025-26. Signs of lower sugar output in Brazil are supportive of sugar prices, after Unica on February 18 reported that sugar production in Brazil's Center-South in the second half of January fell by -36% y/y to only 5,000 MT. However, cumulative 2025-26 Center-South sugar output through January is up by +0.9% y/y to 40.24 MMT. Also, the ratio of cane crushed for sugar rose to 50.74% in 2025/26 from 48.14% in 2024/25. Consulting firm Safras & Mercado said on December 23 that Brazil's sugar production in 2026/27 will fall by -3.91% to 41.8 MMT from 43.5 MMT expected in 2025/26. The firm expects Brazil's sugar exports in 2026/27 to fall by -11% y/y to 30 MMT. The Indian Sugar and Bio-energy Manufacturers Association (ISMA) reported today that India's 20...
Dave Brown, chairman and CEO Victory Capital, joins Dani Burger on "Bloomberg Deals." He said all “options are on the table” to pursue Janus Henderson if the asset manager fails to respond to its unsolicited takeover offer. (Source: Bloomberg)
Dave Brown, chairman and CEO Victory Capital, joins Dani Burger on "Bloomberg Deals." He said all “options are on the table” to pursue Janus Henderson if the asset manager fails to respond to its unsolicited takeover offer. (Source: Bloomberg)
This article first appeared on GuruFocus. Amazon.com (NASDAQ:AMZN) has agreed to acquire George Washington University's Virginia Science and Technology campus for $427 million to expand its artificial intelligence data infrastructure. The property is located in Ashburn, Virginia, a major U.S. data center corridor. A campus publication indicated the transaction permits development of a data or tech...
This article first appeared on GuruFocus. Amazon.com (NASDAQ:AMZN) has agreed to acquire George Washington University's Virginia Science and Technology campus for $427 million to expand its artificial intelligence data infrastructure. The property is located in Ashburn, Virginia, a major U.S. data center corridor. A campus publication indicated the transaction permits development of a data or technology facility on the site. Amazon did not provide additional comment on its intended use. The purchase aligns with Amazon's long-term expansion in Virginia. In 2023, the company outlined plans to invest $35 billion through 2040 to grow its data center footprint in the state, in addition to $35 billion deployed over the previous decade. Rising demand for AI computing and cloud services has prompted large technology firms to commit substantial capital toward chips, servers, and related infrastructure, with industry spending this year projected to reach at least $630 billion. Separately, George Washington University said the sale forms part of a broader effort to improve its financial position. The university has faced budget pressures and implemented cost reductions. It expects to continue operating programs at the campus for up to five years under the agreement. Shares of Amazon climbed about 3% on Wednesday following the news.
Sony no longer plans to bring current and future single-player games to personal computers, according to Bloomberg . The report specifically names last year's Ghost of Yotei and the soon-to-be-released Returnal successor, Saros , as games whose PC plans have been canceled. Some multiplayer and third-party titles will still reach PCs, however. Bloomberg's Jason Schreier cites "people familiar with ...
Sony no longer plans to bring current and future single-player games to personal computers, according to Bloomberg . The report specifically names last year's Ghost of Yotei and the soon-to-be-released Returnal successor, Saros , as games whose PC plans have been canceled. Some multiplayer and third-party titles will still reach PCs, however. Bloomberg's Jason Schreier cites "people familiar with the company's plans," who say that some within the company worry that releasing the games on PC could hurt sales of the PlayStation 5 console, as well as those of its unannounced successor. There could also be concerns that PlayStation titles could end up on competing Xbox hardware if Microsoft makes good on speculation that the next Xbox might play PC games . There are a few caveats to this change in strategy that are important to note. First, multiplayer titles will still be released cross-platform, including Marathon , a reboot of an old first-person shooter franchise by Bungie (the studio that created Halo , now owned by Sony), slated to release tomorrow on both PlayStation 5 and PC (via Steam). Read full article Comments