Assessing Qualcomm (QCOM) Valuation As AI Robotics And 6G Expansion Plans Gain Momentum simplywall.st

Image source: The Motley Fool. Thursday, March 5, 2026 at 5 p.m. ET Call participants Founder and CEO — Nicholas Woodman EVP, CFO, and COO (President effective March 17, 2026) — Brian T. McGee Takeaways Revenue -- $202 million for the quarter, which was below the guidance range of $220 million plus or minus $5 million. -- $202 million for the quarter, which was below the guidance range of $220 million plus or minus $5 million. Adjusted EBITDA -- Positive $1 million for the quarter, with a full-year loss of $29 million that improved from a $72 million loss the prior year. -- Positive $1 million for the quarter, with a full-year loss of $29 million that improved from a $72 million loss the prior year. Cash flow from operations -- Positive $16 million in the quarter, marking the third consecutive quarter of positive cash flow and representing a $41 million year-over-year improvement. -- Positive $16 million in the quarter, marking the third consecutive quarter of positive cash flow and representing a $41 million year-over-year improvement. Gross margin -- 33.8% for the year, stable with the prior year despite a negative impact of about $20 million from tariffs. -- 33.8% for the year, stable with the prior year despite a negative impact of about $20 million from tariffs. Operating expenses -- Reduced $93 million to $261 million for the year, a 26% decrease from 2024, due to restructuring and expense controls. -- Reduced $93 million to $261 million for the year, a 26% decrease from 2024, due to restructuring and expense controls. Loss per share -- GAAP loss per share of $0.59 and non-GAAP loss per share of $0.30, both significantly improved from prior year losses of $2.82 and $2.42, respectively, which included a $1.93 per share tax valuation allowance impact. -- GAAP loss per share of $0.59 and non-GAAP loss per share of $0.30, both significantly improved from prior year losses of $2.82 and $2.42, respectively, which included a $1.93 per share tax valuation allowance im...

Nvidia's Earnings Prove Why It's Earned Its Spot (NASDAQ:NVDA) Seeking Alpha

Oleksandr Holovin/iStock Editorial via Getty Images Nvidia's Infrastructure Buildout Has Thrived With this last earnings report, Nvidia Corporation ( NVDA ) has just reminded the market why it's the most important company in today’s day and age. With AI and Data Centers booming, Nvidia’s infrastructure buildout has thrived. Nvidia completely exceeded expectations this past quarter by delivering a high-quality beat with operating leverage. Even after all its massive gains for the past decade, Nvidia continues to show unmatched execution, platform dominance, and incredibly strategic capital deployment. AI expansion isn’t slowing down anytime soon. So if there’s a tech stock that’s worth investing in, I would say it's NVDA. NVDA Snapshot (Best Stock Now App Database) Since going public in 1999, Nvidia has delivered some of the greatest compound annual returns the market has ever seen. It has continued to outperform Microsoft ( MSFT ) and Apple ( AAPL ) on a CAGR basis and has consistently ranked at the top of performance metrics across the market. This isn’t by accident either. Nvidia’s execution philosophy has been consistent for years. They integrate GPUs, CPUs, networking, storage, and even software into a unified stack. But what is the reason developers build on Nvidia though? It's the feedback loop. For nearly 20 years, millions of engineers have been learning Nvidia's CUDA, as every major AI framework, such as PyTorch, TensorFlow, and JAX, was built with CUDA as the primary GPU backend first. Universities, research labs, startups, and major tech companies built their libraries, enormous ones at that, their frameworks and their tools on top of CUDA. Universities would teach CUDA in parallel computing courses, and research papers would naturally assume CUDA compatibility. What does that mean? It means that many developers think about GPU programming in CUDA terms. And while Intel's hardware can compete to some extent with Nvidia, their AI development environment st...

(Bloomberg) — The Pentagon said it has formally notified Anthropic PBC that it’s determined the company and its products pose a risk to the US supply chain, according to a senior defense official, escalating a dispute over artificial intelligence safeguards. “DOW officially informed Anthropic leadership the company and its products are deemed a supply chain risk, effective immediately,” the official told Bloomberg News on Thursday, using an acronym for the Department of War, the name that Defense Secretary Pete Hegseth now favors for the Department of Defense. Most Read from Bloomberg WATCH: Michael Shepard reports that the Pentagon has formally notified Anthropic that it has determined the company and its products pose a risk to the US supply chain.Source: Bloomberg While the defense official described the determination as “effective immediately,” Anthropic’s Claude AI tools are still being actively used by the US military in operations against Iran, according to a person familiar with the matter. In his warning to the firm last Friday, Hegseth had outlined a six-month transition period to shift its AI work to other providers. Spokespeople for Anthropic and the Pentagon had no immediate comment. The defense official didn’t say when or by what means the Pentagon informed the company. Anthropic has previously vowed to challenge in court any supply-chain risk designation by the Pentagon. The Pentagon’s finding threatens to disrupt both the company and the military, which has relied heavily on Anthropic’s software. Until recently, Anthropic provided the only AI system that could operate in the Pentagon’s classified cloud. Its Claude Gov tool has become a favored option among defense personnel for its ease of use. “It’s a good capability” and removing it is “going to be painful for all involved,” said Lauren Kahn, a senior research analyst at Georgetown University’s Center for Security and Emerging Technology. Anthropic Chief Executive Officer Dario Amodei had been nego...

Qualcomm (NASDAQ:QCOM) Trading Down 1.8% - What's Next? MarketBeat

隔夜股市 美东时间周四，美股三大指数集体收跌，道指跌1.61%，标普500指数跌0.57%，纳指跌0.26%。 在美国与以色列对伊朗的空袭持续之际，本周华尔街股市整体表现仍优于欧洲和亚洲市场，主要得益于科技股走强。 市场人士认为，如果原油价格升至每桶100美元，将对市场构成明显风险。同时，投资者也密切关注任何显示冲突可能接近结束的消息。 商品市场 国际原油期货结算价大幅收涨。WTI原油期货4月合约收涨8.51%，报81.01美元/桶。布伦特原油期货5月合约涨4.93%，报85.41美元/桶。 COMEX黄金期货跌0.81%，报5093美元/盎司；COMEX白银期货跌0.8%，报82.52美元/盎司。 市场消息 【伊朗常驻联合国代表团：所谓伊朗封锁霍尔木兹海峡的说法毫无根据 荒谬至极】 伊朗常驻联合国代表团当地时间5日在社交媒体发文表示，所谓伊朗封锁霍尔木兹海峡的说法毫无根据，荒谬至极，伊朗始终恪守国际法，维护航行自由。代表团称：“事实上，真正危害海上安全的是美国。就在昨天，距离伊朗海岸近2000英里处，载有130名水兵、正在印度进行海军访问的伊朗护卫舰‘德纳’号，在国际水域遭到美国潜艇无故击沉，导致100多名水兵丧生。此次鲁莽袭击违反了国际法和航行自由的基本原则。” 【伊朗军方称使用无人机击中美军“林肯”号航母】 据伊朗方面消息，当地时间3月5日，伊朗武装部队哈塔姆·安比亚中央司令部发言人表示，美国“亚伯拉罕·林肯”号航空母舰在接近伊朗水域边界340公里的阿曼海，被伊朗伊斯兰革命卫队海军无人机击中，“亚伯拉罕·林肯”号航空母舰同其驱逐舰迅速撤离，迄今已远离该区域超过一千公里。 【伊朗最高国家安全委员会秘书：已作好准备应对美国地面行动】 伊朗最高国家安全委员会秘书拉里贾尼5日在社交媒体上发文说，伊朗已作好准备应对美国的地面行动。他表示，伊朗方面很清楚一些美国官员计划在伊朗发动地面行动，但伊朗已经作好准备，将不惜代价“让那些美国官员蒙羞”。 【特朗普要求库尔德人协助美国对伊朗行动】 据美国《华盛顿邮报》5日报道，美国总统特朗普要求库尔德人协助美国在伊朗的行动，并表示将提供包括空中掩护在内的支持。报道援引多名知情人士的话说，特朗普本周与伊朗和伊拉克的库尔德领导人通话时表示，将提供“广泛的美国空中掩护”和其他支持，帮助“反政府的伊朗库尔德人占领伊朗西部部分地区”。 【美众院...

CALGARY, Alberta, March 05, 2026 (GLOBE NEWSWIRE) -- Wilmington Capital Management Inc. (TSX: WCM.A, WCM.B) (“Wilmington” or the “Corporation”) reports its fourth quarter and year end December 31, 2025 financial reports and provides an operational update. For the three and twelve months ended December 31, 2025, the Corporation reported a net income of $0.2 million or $0.01 per share and a net loss of $0.5 million or ($0.04) per share, compared to a net loss of $0.8 million or ($0.06) per share and net income of $0.4 million or $0.03 per share for the same periods in 2024, respectively. Outlook As previously reported, beginning in August 2023, the Corporation took steps to monetize a number of its investments in order to unlock the value which had been substantially realized, distribute capital to its shareholders and simplify its business. The monetization plan has met with considerable success and Wilmington is well positioned to continue to build on its past history of delivering attractive long-term returns to shareholders. Wilmington announced on November 31, 2025, as part of its transition plan, the changes in its leadership team and board of directors. Effective December 31, 2025, Messrs. Chris Killi, Joe Killi and Marc Sardachuk stepped down from their respective roles as CEO, Chairman and director of the Corporation. Their leadership and commitment had been instrumental in building unique alternative investment platforms like land lease resorts and communities, self-storage facilities, marinas and delivering strong financial performance. Wilmington is grateful for their vision and stewardship throughout their tenure and wishes them every success in their future endeavors. Mr. Andrew Cockwell assumed the role of Chairman and CEO and will help lead Wilmington into an exciting new chapter that ensures the Corporation continues to have a dynamic and successful future. About Wilmington Wilmington is a Canadian investment company whose principal objective has been...

Sashkinw/iStock via Getty Images MPT Became the Most Shorted REIT Stock in Q4 I last analyzed Medical Properties Trust stock (NYSE: MPT ) on 1.27 with an article titled " Medical Properties Trust: Why Short Interest Eased Substantially Before Q4 Earnings." As stated in the title, that article served as a preview for its Q4 earnings report (ER) with a focus on the short interest. It rated the stock as a hold. Since that article, a few new catalysts have evolved around MPT. The rest of this article will detail the top 2 on my list: the actual Q4 ER results and also the latest change of the short interest. Let me start with a brief recap of the ER to better contextualize the rest of the discussion. MPT released its Q4 ER on Feb 6, with results beating consensus on both lines, as you can see from the following screenshot. In particular, I wanted to draw your attention to the facts that A) the company’s FFO has recovered to the FQ4 2024 level of $0.18 per share, and B) the company has reported two consecutive quarters of topline recovery too, with a 16.6% YOY growth in FQ4. Seeking Alpha Despite these results, short sellers have aggressively positioned themselves against the company in the quarter. As a matter of fact, the company has become one of the most shorted companies in the REIT space per the following report: Seeking Alpha News (Mar 4): Most and least shorted REIT stocks with over $2B market cap. Seeking Alpha has compiled a list of the most and least shorted REIT stocks (with a market cap over $2B) in the current market scenario. The top 3 most shorted stocks on the list are: NETSTREIT ( NTST ) - 28.63% of shares outstanding Medical Properties Trust ( MPT ) - 23.25% of shares outstanding Park Hotels & Resorts ( PK ) - 17.37% of shares outstanding Against this backdrop, my goal for this analysis is to urge potential investors to NOT follow the short sellers. I will explain why the current high short interest is largely predicated on an outdated view of the compa...

Evommune, Inc. press release ( EVMN ): FY GAAP EPS of -$11.22. Revenue of $13M (+85.7% Y/Y). Cash, cash equivalents and investments were $216.7 million as of December 31, 2025, compared to $72.0 million as of December 31, 2024. More on Evommune, Inc. Evommune's EVO301 Phase 2a Data Drives 70% Stock Surge Evommune raises $125M privately Evommune surges on mid-stage trial win for eczema therapy Seeking Alpha’s Quant Rating on Evommune, Inc. Historical earnings data for Evommune, Inc.

Image source: The Motley Fool. March 5, 2026, at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Stephen L. Silvestro Chief Financial and Strategy Officer — Edward Stelmakh Chief Commercial Officer — Andrew Jacob D'Silva TAKEAWAYS Revenue -- $32.2 million for the quarter and $109.4 million for the full year, reflecting solid performance across both legacy and new client segments. -- $32.2 million for the quarter and $109.4 million for the full year, reflecting solid performance across both legacy and new client segments. Adjusted EBITDA -- $12 million for the quarter and $24.3 million for the year, more than doubling year over year. -- $12 million for the quarter and $24.3 million for the year, more than doubling year over year. Net Income -- $5 million ($0.26 per diluted share) on a GAAP basis for the year, compared to a net loss of $100,000 in the prior period. -- $5 million ($0.26 per diluted share) on a GAAP basis for the year, compared to a net loss of $100,000 in the prior period. Non-GAAP Net Income -- $9.9 million ($0.51 per diluted share) for the year, up from $5.5 million ($0.30 per diluted share) in the prior year. -- $9.9 million ($0.51 per diluted share) for the year, up from $5.5 million ($0.30 per diluted share) in the prior year. Gross Margin -- 74.8% for the quarter, up from 68.1% in the comparable quarter last year, attributed to favorable solution and channel partner mix; management does not expect this margin level to continue in 2026. -- 74.8% for the quarter, up from 68.1% in the comparable quarter last year, attributed to favorable solution and channel partner mix; management does not expect this margin level to continue in 2026. Operating Expenses -- Decreased by $2.9 million year over year, primarily due to lower cash OpEx from post-acquisition cost reductions. -- Decreased by $2.9 million year over year, primarily due to lower cash OpEx from post-acquisition cost reductions. Operating Cash Flow -- $18.7 million for the year, compar...

Equinox Partners Investment Management trimmed its position in Osisko Development (NYSE:ODV) by 1,032,596 shares last quarter, an estimated $3.55 million trade based on average quarterly pricing, according to a February 17, 2026, SEC filing. According to a filing with the Securities and Exchange Commission dated February 17, 2026, Equinox Partners Investment Management reduced its holdings in Osisko Development by 1,032,596 shares last quarter. The estimated transaction value was $3.55 million based on the mean unadjusted closing price for the quarter. The fund’s stake at the end of December 2025 was 573,739 shares, valued at $1.94 million. Osisko Development Corp. is a Canadian gold mining company specializing in the exploration and development of large-scale mining projects, with its flagship Cariboo Gold project representing a significant asset in British Columbia. The company leverages a strategy centered on advancing high-quality mineral properties through the project development lifecycle, aiming to unlock resource value and future production potential. With operations in both Canada and Mexico, Osisko Development positions itself to benefit from long-term demand in the gold sector and offers investors exposure to resource growth and development opportunities. Continue reading

Image source: The Motley Fool. Thursday, March 5, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Michael J. Christenson Chief Financial Officer — Mark A. Boelke Head of Investor Relations — Roy Nir Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $134.4 million, representing a 26% increase. -- $134.4 million, representing a 26% increase. Operating Loss -- $20.7 million, including a $26 million non-cash impairment charge related to FCC licenses. -- $20.7 million, including a $26 million non-cash impairment charge related to FCC licenses. Operating Profit Excluding Impairment -- Over $5 million would have been recorded as operating profit if the non-cash impairment charge were excluded. -- Over $5 million would have been recorded as operating profit if the non-cash impairment charge were excluded. Media Segment Revenue -- $45.8 million, down 32%; impacted mainly by lower political revenue. -- $45.8 million, down 32%; impacted mainly by lower political revenue. Media Segment Local Advertising Revenue -- Increased 4%, with a 3% decrease in monthly active advertisers offset by an 8% increase in revenue per advertiser. -- Increased 4%, with a 3% decrease in monthly active advertisers offset by an 8% increase in revenue per advertiser. Media Segment National Advertising Revenue -- Decreased 5%. -- Decreased 5%. Media Segment Operating Expense -- Decreased by $2.5 million, or 6%, as a result of efficiency initiatives and workforce reductions. -- Decreased by $2.5 million, or 6%, as a result of efficiency initiatives and workforce reductions. Media Segment Operating Loss -- $400,000 versus an $18.5 million operating profit, primarily due to the absence of political advertising revenue. -- $400,000 versus an $18.5 million operating profit, primarily due to the absence of political advertising revenue. Media Workforce Reduction -- 5% reduction in back-office roles, annualized expense savings of $5 million, with $2.8 mil...

Lionel Messi, owner Jorge Mas, and members of the Inter Miami team visited the White House to celebrate their 2025 Major League Soccer Cup victory. Messi and Mas presented President Donald Trump with an Inter Miami jersey with his name on it and a glittering pink soccer ball trophy. Trump jokingly asked the team and audience who was better: Pele or Messi?

The US Securities and Exchange ‌Commission has agreed to settle its civil fraud case against Chinese cryptocurrency entrepreneur Justin Sun, with one of ⁠Sun’s companies paying a US$10 million ‌penalty, a court filing showed on Thursday. The SEC ‌sued Sun and his ⁠companies ⁠Tron Foundation, BitTorrent Foundation and Rainberry ‌in March 2023. It accused them of ‌scheming to ‌illegally distribute the cryptocurrency ‌assets Tronix and BitTorrent, ⁠artificially inflate trading volume, and conceal ⁠payments to celebrity endorsers. Advertisement Neither Sun’s lawyers nor the ‌SEC immediately ‌responded to requests for comment.

Image source: The Motley Fool. Thursday, March 5, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Patrick R. Gruber President — Paul D. Bloom Chief Financial Officer — Oluwagbemileke Agiri Chief Operating Officer — Christopher M. Ryan Vice President of Finance and Strategy — Eric Frey TAKEAWAYS Revenue -- $161 million for the full year, marking an 849% increase over the prior year. -- $161 million for the full year, marking an 849% increase over the prior year. Adjusted EBITDA -- $16 million non-GAAP for the full year, with positive adjusted EBITDA for three consecutive quarters, and nearly $8 million in the fourth quarter. -- $16 million non-GAAP for the full year, with positive adjusted EBITDA for three consecutive quarters, and nearly $8 million in the fourth quarter. Operating Cash Flow -- $20 million generated during the year, turning positive in the fourth quarter. -- $20 million generated during the year, turning positive in the fourth quarter. Net Operating Loss -- $20 million loss from operations for the year, representing a $71 million decrease in losses versus the prior year. -- $20 million loss from operations for the year, representing a $71 million decrease in losses versus the prior year. Cash and Equivalents -- $117 million at year-end, up $9 million from the previous quarter; full restricted cash released after the February 2026 debt consolidation. -- $117 million at year-end, up $9 million from the previous quarter; full restricted cash released after the February 2026 debt consolidation. Ethanol Production -- Gevo North Dakota achieved a record 69 million gallons produced in 2025, exceeding nameplate capacity. -- Gevo North Dakota achieved a record 69 million gallons produced in 2025, exceeding nameplate capacity. Carbon Capture and Credits -- 173,000 metric tons of CO2 sequestered; 30,000 tons of carbon dioxide removal credits (CDRs) inventoried by year-end. -- 173,000 metric tons of CO2 sequestered; 30,000 tons of carbon dioxide...

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‘Over the medium to longer term, absolutely AI is still the most important dynamic in the market,’ said John Belton, portfolio manager at Gabelli Funds.

Key Points VGIT and IEI offer nearly identical recent returns and risk profiles, both focusing exclusively on U.S. Treasury bonds. VGIT charges a much lower expense ratio and yields slightly more. Both funds provide high liquidity and minimal trading friction, making them accessible options for Treasury bond exposure. 10 stocks we like better than Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF › The Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT) and the iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) both target U.S. Treasury bonds in the intermediate maturity range. They are designed to give investors straightforward access to U.S. Treasury bonds with moderate interest rate risk, primarily holding securities maturing in three to 10 years (VGIT) or three to seven years (IEI). This comparison explores how these two popular funds stack up on cost, returns, risk, and portfolio composition. Snapshot (cost & size) Metric VGIT IEI Issuer Vanguard iShares Expense ratio 0.03% 0.15% 1-yr return (as of March 5, 2026) 1.45% 1.52% Dividend yield 3.74% 3.47% Beta (5Y monthly) 0.81 0.70 AUM $48.7 billion $18.5 billion VGIT is notably more affordable with its lower expense ratio, which could appeal to cost-conscious investors. VGIT also offers a slightly higher yield, making it more attractive for those seeking income from Treasury exposure. Performance & risk comparison Metric VGIT IEI Max drawdown (5 y) -16.05% -14.60% Growth of $1,000 over 5 years $886 $914 What's inside IEI focuses on U.S. Treasury bonds with three to seven years to maturity, holding 82 different securities and providing diversified exposure to intermediate-term Treasuries. The fund has operated for over 19 years, offering a well-established option for those seeking moderate interest rate risk without sector tilts or quirks. VGIT also invests solely in U.S. Treasury bonds but stretches to a slightly longer maturity window (three to 10 years), with 104 holdings. Like IEI, VGIT avoids...

Image source: The Motley Fool. Thursday, March 5, 2026, at 4:30 p.m. ET CALL PARTICIPANTS Interim Chief Executive Officer and Chief Financial Officer — Ciaran Long Chief Operating Officer — Kevin Grant TAKEAWAYS Full-Year Revenue -- Net sales increased 4.4% to $600 million, with the U.S. contributing $394 million, a 7% increase, and representing 66% of the business. -- Net sales increased 4.4% to $600 million, with the U.S. contributing $394 million, a 7% increase, and representing 66% of the business. Q4 Revenue -- Net sales rose 3.1% to $164 million, matching internal guidance. -- Net sales rose 3.1% to $164 million, matching internal guidance. Gross Margin -- For the year, gross margin expanded by 30 basis points to 57.3%, but for Q4 declined to 55.6% from 55.9% due to out-of-stocks, partly offset by higher retail store mix. -- For the year, gross margin expanded by 30 basis points to 57.3%, but for Q4 declined to 55.6% from 55.9% due to out-of-stocks, partly offset by higher retail store mix. Tariff Headwind Impact -- Management estimated that tariffs negatively affected fiscal 2025 gross margin by approximately 100 basis points, partially offset by mitigation actions. -- Management estimated that tariffs negatively affected fiscal 2025 gross margin by approximately 100 basis points, partially offset by mitigation actions. Inventory Position -- Year-end inventory decreased by 10% to $86.2 million, with sequential and year-over-year declines cited as a result of test-and-repeat merchandising, especially in Culture Kings. -- Year-end inventory decreased by 10% to $86.2 million, with sequential and year-over-year declines cited as a result of test-and-repeat merchandising, especially in Culture Kings. Customer Metrics -- Total orders for Q4 were 2.2 million, up 6.4%, while trailing twelve-month active customers (excluding wholesale) reached 4,180,000, compared to 4,070,000, and average order value (AOV) declined 2.6% to $76. -- Total orders for Q4 were 2.2 million,...

Valero Energy ( VLO ) on Thursday said it has priced a public offering of $850 million in 5.150% senior notes due 2036. The offering is expected to close on March 10, 2026, subject to customary conditions. The company plans to use net proceeds for general corporate purposes, including the repayment, repurchase, or redemption of outstanding 2026 debentures and senior notes issued by Valero and Valero Energy Partners LP. The offering is made under an effective shelf registration statement filed with the SEC. VLO -0.36% after hours to $227.2. Source: Press Release More on Valero Energy Valero Energy: Still Pumping Cash, But The Valuation Looks Bloated Valero Energy Corporation (VLO) Q4 2025 Earnings Call Transcript Valero Energy: Solid Q4 Is Reflected In Valuation Valero climbs for a seventh session COP, LOAR added to Goldman's U.S. conviction list; HII, MSGE, VLO removed

The Trade Desk (NASDAQ:TTD), a digital ad-buying platform provider, closed Thursday at $29.79, up 18.36%. The stock rallied after reports of exploratory OpenAI ad-sales talks and a large CEO share purchase hit the newswire. Investors are watching whether any formal partnership emerges to monetize AI-driven ad inventory. Trading volume reached 82.2 million shares, about 405% above its three-month average of 16.3 million shares. The Trade Desk IPO'd in 2016 and has grown 890% since going public. How the markets moved today The S&P 500 slipped 0.58% to 6,830, while the Nasdaq Composite eased 0.26% to 22,749 as growth names lost some momentum. Within advertising agencies, industry peers PubMatic closed at $8.87, up 1.60%, and Magnite finished at $14.16, gaining 2.39%, lagging The Trade Desk’s sharp move. What this means for investors The Trade Desk rallied today over two key pieces of news. First, the company announced that it was in “early discussions” with OpenAI to help the AI behemoth rollout advertising on its platform. While I’m partially optimistic, as this deal highlights the value of TTD’s offerings, rather than OpenAI building its own, the company is also cozying up to one of the “Walled Gardens” it typically differentiates itself from. The stock also rallied on news that CEO Jeff Green purchased another 6 million shares of TTD on the open market for the first time in a few years, signaling confidence in the stock. With TTD stock down 79% since 2024, investors are hoping these purchases indicate a potential bottom. Should you buy stock in The Trade Desk right now? Before you buy stock in The Trade Desk, 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 The Trade Desk wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of o...

Expand NASDAQ : NVDA Nvidia Today's Change ( 0.10 %) $ 0.19 Current Price $ 183.23 Key Data Points Market Cap $4.4T Day's Range $ 177.91 - $ 184.05 52wk Range $ 86.62 - $ 212.19 Volume 7M Avg Vol 175M Gross Margin 71.07 % Dividend Yield 0.02 % Nvidia (NVDA +0.10%), which develops GPUs and AI hardware/software solutions, closed Thursday at $183.34, up 0.16%. The stock’s modest gain follows as overnight coverage highlights bullish 2026 price targets, potential stock split, and continued AI-driven earnings growth, which investors are monitoring to assess Nvidia’s long-term prospects. The company’s trading volume reached 190.8 million shares, which is roughly 8.7% above compared with its three-month average of 175.4 million shares. Nvidia went public in 1999 and has grown 446886% since its IPO. How the markets moved today S&P 500 (^GSPC 0.56%) fell 0.56% to 6,830, while the Nasdaq Composite (^IXIC 0.26%) slipped 0.26% to 22,749. Within semiconductors & semiconductor equipment, industry peers were mixed as Advanced Micro Devices (AMD 1.42%) closed at $199.45, down 1.30%, while Intel (INTC +0.78%) finished at $45.95, up 0.81%. What this means for investors Recent coverage has focused on how long Nvidia’s artificial intelligence growth cycle can continue. Some analysts have suggested the stock could approach $300 by 2026 if demand for AI accelerators and data center infrastructure remains strong, highlighting how closely Nvidia’s outlook is tied to ongoing investment from cloud providers and enterprises. The company’s latest results reinforced that narrative, with revenue rising 73% year over year to $68.13 billion and earnings exceeding expectations as data center demand continues to drive growth. Nvidia’s new partnerships with optics manufacturers Coherent Corp. and Lumentum aim to improve high-speed connectivity in next-generation AI data centers, addressing growing bandwidth and efficiency needs as workloads scale. Investors will be watching upcoming AI infrastructure ...

On February 17, 2026, Solas Capital Management, LLC disclosed a new position in Kyndryl (KD +2.82%). What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Solas Capital Management, LLC initiated a new position in Kyndryl, acquiring 407,634 shares. The estimated transaction value is $10.83 million, based on the average price during the quarter. This added stake resulted in a net position change of $10.83 million, reflecting the addition of new shares. What else to know This is a new position for the fund and represents 6.14% of its 13F reportable assets under management following the filing. Top holdings as of the filing: NASDAQ: FENC: $19.72 million (11.2% of AUM) NASDAQ: EPSN: $16.45 million (9.3% of AUM) NYSE: SNDA: $14.86 million (8.4% of AUM) NASDAQ: ACOG: $12.79 million (7.3% of AUM) NYSE: MOH: $11.86 million (6.7% of AUM) As of February 17, 2026, shares of Kyndryl were priced at $13.59, down 67.5% over the past year, underperforming the S&P 500 by 79.4 percentage points. Company overview Metric Value Revenue (TTM) $15.12 billion Net income (TTM) $249.00 million Market capitalization $3.06 billion Price (as of market close February 17, 2026) $13.59 Company snapshot Offers IT infrastructure services, including cloud, core enterprise, application, data and AI, digital workplace, security, and network solutions. Generates revenue by providing managed technology solutions for enterprises. Serves large organizations across financial services, telecommunications, retail, automotive, and transportation sectors. Kyndryl operates as a technology services company and IT infrastructure services provider worldwide, supporting mission-critical operations for large enterprises. With a workforce of approximately 80,000 employees, it leverages its scale and expertise to deliver complex, end-to-end technology solutions. Kyndryl has a broad service portfolio and the ability to manage and modernize clients' IT environments on a glob...

Rumble Inc. (RUM) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to a loss of $0.44 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -36.36%. A quarter ago, it was expected that this company would post a loss of $0.07 per share when it actually produced a loss of $0.08, delivering a surprise of -14.29%. Over the last four quarters, the company has not been able to surpass consensus EPS estimates. RUMBLE INC, which belongs to the Zacks Internet - Software industry, posted revenues of $27.07 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 7.54%. This compares to year-ago revenues of $30.23 million. The company has topped consensus revenue estimates two 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. RUMBLE INC shares have lost about 12.2% since the beginning of the year versus the S&P 500's gain of 0.4%. What's Next for RUMBLE INC? While RUMBLE INC 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 harnessing the power of earnings estimate revisions. Ahead of this ear...

Procter & Gamble (PG) closed at $153.99 in the latest trading session, marking a -2.72% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.57% for the day. On the other hand, the Dow registered a loss of 1.61%, and the technology-centric Nasdaq decreased by 0.26%. Coming into today, shares of the world's largest consumer products maker had gained 0.91% in the past month. In that same time, the Consumer Staples sector lost 0.16%, while the S&P 500 lost 0.15%. Market participants will be closely following the financial results of Procter & Gamble in its upcoming release. It is anticipated that the company will report an EPS of $1.57, marking a 1.95% rise compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $20.61 billion, indicating a 4.2% upward movement from the same quarter last year. For the annual period, the Zacks Consensus Estimates anticipate earnings of $6.97 per share and a revenue of $86.71 billion, signifying shifts of +2.05% and +2.88%, respectively, from the last year. Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Procter & Gamble. These revisions help to show the ever-changing nature of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential. Our research shows that these estimate changes are directly correlated with near-term stock prices. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system. The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.02% decrease. R...

SkyWest (SKYW) ended the recent trading session at $95.36, demonstrating a -4.98% change from the preceding day's closing price. The stock trailed the S&P 500, which registered a daily loss of 0.57%. Meanwhile, the Dow experienced a drop of 1.61%, and the technology-dominated Nasdaq saw a decrease of 0.26%. The stock of regional airline has fallen by 2.67% in the past month, lagging the Transportation sector's gain of 1.84% and the S&P 500's loss of 0.15%. Market participants will be closely following the financial results of SkyWest in its upcoming release. The company is expected to report EPS of $2.19, down 9.5% from the prior-year quarter. Our most recent consensus estimate is calling for quarterly revenue of $982.63 million, up 3.6% from the year-ago period. For the full year, the Zacks Consensus Estimates are projecting earnings of $11.42 per share and revenue of $4.33 billion, which would represent changes of +10.34% and +6.58%, respectively, from the prior year. Investors should also pay attention to any latest changes in analyst estimates for SkyWest. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, we can interpret positive estimate revisions as a good sign for the business outlook. Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system. Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. SkyWest is holding a Zacks Rank of #2 (Buy) right now. From a valuation perspective, SkyWest is currently exchanging hands at a Forward P/E r...

Newmont Corporation (NEM) closed the most recent trading day at $116.09, moving -2.75% from the previous trading session. The stock trailed the S&P 500, which registered a daily loss of 0.57%. On the other hand, the Dow registered a loss of 1.61%, and the technology-centric Nasdaq decreased by 0.26%. Prior to today's trading, shares of the gold and copper miner had gained 2.16% lagged the Basic Materials sector's gain of 3.46% and outpaced the S&P 500's loss of 0.15%. The investment community will be closely monitoring the performance of Newmont Corporation in its forthcoming earnings report. It is anticipated that the company will report an EPS of $1.66, marking a 32.8% rise compared to the same quarter of the previous year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $5.48 billion, up 9.47% from the year-ago period. For the full year, the Zacks Consensus Estimates are projecting earnings of $8.43 per share and revenue of $24.06 billion, which would represent changes of +22.35% and +6.14%, respectively, from the prior year. Investors should also note any recent changes to analyst estimates for Newmont Corporation. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential. Based on our research, we believe these estimate revisions are directly related to near-term stock moves. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model. The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has moved 8.34% higher. Currently, Newmont Corporati...

Comcast (CMCSA) ended the recent trading session at $34.53, demonstrating a -1.65% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily loss of 0.84%. Elsewhere, the Dow lost 0.7%, while the tech-heavy Nasdaq lost 0.91%. The cable provider's shares have seen a decrease of 1.04% over the last month, surpassing the Consumer Discretionary sector's loss of 0% and falling behind the S&P 500's gain of 1.44%. The investment community will be closely monitoring the performance of Comcast in its forthcoming earnings report. The company is scheduled to release its earnings on July 31, 2025. The company is expected to report EPS of $1.18, down 2.48% from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $29.81 billion, up 0.4% from the prior-year quarter. In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $4.35 per share and a revenue of $122.07 billion, indicating changes of +0.46% and -1.35%, respectively, from the former year. Investors should also note any recent changes to analyst estimates for Comcast. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability. Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system. The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.14% lower. At present, Comcast boasts a Zacks Rank of #3 (Hold). Looking at valuation, Comca...

Image source: The Motley Fool. Thursday, March 5, 2026, at 9 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Gary P. Bowman Chief Financial Officer — Bruce J. Labovitz Chief Operating Officer — Dan Swayze Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Gross Revenue -- $129 million for the quarter, sustaining a revenue run rate above $500 million for two consecutive quarters. -- $129 million for the quarter, sustaining a revenue run rate above $500 million for two consecutive quarters. Net Service Billing (Net Revenue) -- $14.6 million for the quarter, representing a 16.2% increase year over year. -- $14.6 million for the quarter, representing a 16.2% increase year over year. Net-to-Gross Ratio -- 89% for the quarter, up 200 basis points compared to last year, and maintained at 89% for the full year. -- 89% for the quarter, up 200 basis points compared to last year, and maintained at 89% for the full year. Full-Year Results -- Gross revenue was $490 million and net revenue was $434.8 million, each up 14.5% year over year; both maintained an 89% net-to-gross ratio. -- Gross revenue was $490 million and net revenue was $434.8 million, each up 14.5% year over year; both maintained an 89% net-to-gross ratio. Organic Net Revenue Growth -- 12.4% for the year and 11% for the quarter, excluding revenue from acquisitions UP E3I, SOLAs, and RPT. -- 12.4% for the year and 11% for the quarter, excluding revenue from acquisitions UP E3I, SOLAs, and RPT. Gross Margin -- 55% for the quarter (up 190 basis points) and 53.4% for the year (up 120 basis points year over year). -- 55% for the quarter (up 190 basis points) and 53.4% for the year (up 120 basis points year over year). SG&A and Combined Overhead -- SG&A decreased 250 basis points, and combined overhead dropped 400 basis points compared to the prior year. -- SG&A decreased 250 basis points, and combined overhead dropped 400 basis points compared to the prior year. Pretax Net Income...