Image source: The Motley Fool. Thursday, March 5, 2026 at 5 p.m. ET Call participants Chief Executive Officer and Co-Founder — Sanjit Biswas Chief Financial Officer — Dominic Phillips Vice President, Investor Relations — Mike Chang Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Annual recurring revenue (ARR) -- $1.9 billion, increased 30% year over year with sequential acceleration at scale. -- $1.9 billion, increased 30% year over year with sequential acceleration at scale. Net new ARR -- $432 million for the year and $145 million for the quarter, up 21% and 33% year over year, respectively. -- $432 million for the year and $145 million for the quarter, up 21% and 33% year over year, respectively. $100K+ ARR customers -- 3,194 customers, up by 204 this quarter and 37% year over year, driving 61% of total ARR, compared to 58% last year and 56% two years ago. -- 3,194 customers, up by 204 this quarter and 37% year over year, driving 61% of total ARR, compared to 58% last year and 56% two years ago. $1 million+ ARR customers -- 56% year-over-year ARR growth, with a quarterly record of 131 net new ACV transactions in this category. -- 56% year-over-year ARR growth, with a quarterly record of 131 net new ACV transactions in this category. Multiproduct adoption -- 96% of $100K+ ARR customers used two or more products, and 69% used three or more; top deals frequently featured three-plus products. -- 96% of $100K+ ARR customers used two or more products, and 69% used three or more; top deals frequently featured three-plus products. Emerging products -- Contributed 23% of Q4 net new ACV, up from 8% in Q2 and 20% in Q3; now over $100 million in ARR. -- Contributed 23% of Q4 net new ACV, up from 8% in Q2 and 20% in Q3; now over $100 million in ARR. Asset tags segment -- Asset tags ending ARR more than tripled year over year; largest-ever deal signed in Q4 with Total Safety, covering over 250,000 assets. -- Asset tags ending ARR more than tripled ye...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 地缘冲突推升油价，引发投资者对通胀的担忧。市场等待非农数据。美股全线下挫， 但跌幅较盘中收窄。 芯片股领跌美股 ，半导体板块收跌1.2%、盘中一度跌超3%。英伟达日内走V收复跌幅，尾盘惊险转涨0.16%。软件股延续近期反弹，北美科技软件ETF收涨2.27%。博通绩后涨4.8%。 WTI原油一度暴涨8% ，突破82美元， 创2024年7月以来新高 ， 尾盘因特朗普政府暗示将解决油价问题而有所回落 ，但仍涨3%，报79美元。 10年期美债收益率上行4.2个基点，连续第四日上涨 。美元一度涨0.6%。 比特币在避险情绪与流动性收缩的双重压制下， 下跌近3%至7.1万美元附近 。 黄金收跌1% ，白银跌1.58%。 亚洲时段，A股三大股指集体上涨，Micro LED、智能电网掀涨停潮，原油尾盘突然急跌，恒科指午后跌超1%，阿里跌近3%。 要闻 中国 李强 作 政府工作报告 ： 2026年经济增长目标4.5%-5%，赤字率4%左右 。 京东 Q4净营收同比增长1.5%至3523亿元 ，新业务投入致单季净亏损27亿元。 电话会 ： 外卖投入将低于去年 ，言犀大模型调用量激增百倍。 哔哩哔哩 Q4营收同比增长8%，经调整净利润增94%， 首次实现全年盈利 。 海外 伊朗 驳斥封锁霍尔木兹海峡说辞 ，准备应对美国地面行动，拒绝与美谈判。 劳合社 ： 保险公司仍在为霍尔木兹通航报价 ，正与DFC沟通贸易险方案。 法意希 三国联手，协调军事部署， 保障红海航行自由 。 亚洲 燃料供应陷入紧张 。 油价飙涨冲击降息预期， 美债交易员 对今年美联储不降息的预期升温 。 现货 黄金 短线下挫70美元，报道： 波兰 拟售黄金储备为国防融资 。 芝商所 下调 金银保证金 ， 黄金9%降至7%，白银18%降至14%。 中东冲突威胁， 韩国 警告： 芯片供应链面临“中断”风险 。 报道： 英伟达 GTC大会 将推出新推理芯片 ，或冲击HBM、DRAM需求。英伟达产能大调整： H200让位给下一代芯片Vera Rubin。 OpenAI 发布最强专业模型GPT-5.4，自动操作电脑 ，插件支持AI玩转Excel和金融分析。 市场收报 欧美股市 ：标普500跌幅0.57%，报6830.56点。道指跌幅1.61%，报4795...

Roark Capital is considering an initial public offering of Inspire Brands , the owner of fast-food chains Dunkin’, Arby’s and Jimmy John’s, as soon as this year, according to people familiar with the matter. The Atlanta-based company is in early talks with potential advisers on a listing, the people said, asking not to be identified because the information isn’t public. An IPO could raise roughly $2 billion, though deliberations are at an early stage, the people said. No final decisions have been made and details of the offering could change, the people said. Representatives for Roark and Inspire Brands didn’t immediately respond to requests for comment. The company has been weighing a listing since at least 2024, and held discussions with potential advisers at that time, Bloomberg News has reported . Roark created Inspire in 2018 as an owner, operator and franchisor of a portfolio of restaurant brands. Its holdings also include Baskin-Robbins, Sonic Drive-In and Buffalo Wild Wings. In 2020, Inspire bought Dunkin’ Brands in an $11 billion take-private deal. Read More: Bankers Urge Private Equity to Keep IPO Revival Going in 2026 The move to advance a potential public listing comes as investors and bankers ready for a rush of IPOs from companies owned by private equity firms this year as well as a potentially record-setting debut for Elon Musk ’s SpaceX . Forgent Power Solutions Inc. and affiliates of buyout firm Neos Partners raised $1.7 billion in the largest US IPO this year. Jersey Mike’s Subs , the sandwich chain backed by Blackstone Inc. , is seeking a valuation of at least $12 billion in an IPO that could come as soon as the third quarter, people familiar with the matter have said . Mavis Tire Express Services Corp. , an auto repair and tire service provider that counts Midas and Tuffy among its brands, has picked banks for a share sale which could raise about $2 billion, Bloomberg News reported. For the latest news on equity capital markets activity in the US...

文章提及标的 人工智能 -- 同方股份 -- 今年全国两会，全国政协委员，同方股份（600100）党委书记、董事长韩泳江围绕强化企业创新主体地位、推动科技创新与产业创新深度融合提出多项建议。他呼吁加大人工智能（885728）在安检安保、工业、农业、医疗等领域的赋能应用，建议将“AI+核技术”纳入国家层面顶层设计，配套相应政策与资源支持，加快推动我国核技术应用产业实现跨越式发展。(人民财讯)

Earnings Call Insights: TriSalus Life Sciences (TLSI) Q4 2025 Management View CEO Mary Szela reported that "our results for both the fourth quarter and the full year were strong. Fourth quarter revenues were $13.2 million, and full year revenues were $45.2 million, representing a 60% and 53% increase, respectively, over the prior year periods." She emphasized the achievement of revenue growth guidance for 2025 and highlighted the commercial success driven by the expansion of the TriNav product suite and the PEDD platform into indications beyond the liver. Szela announced the appointment of Michael Stansky to the Board of Directors, citing his experience in capital markets and governance as a strategic asset for future growth. She detailed a public offering raising $46 million in gross proceeds, describing the financing as "more than 2x oversubscribed and... supported by experienced health care investors who share in our conviction in the long-term value of the PEDD platform." TriSalus is prioritizing expansion of its sales and commercial infrastructure, aggressive investment in clinical studies to validate PEDD, and ongoing enhancement of PEDD technology across vascular anatomies. Szela stated, "we are reaffirming our revenue guidance of $60 million to $62 million" for 2026, with growth weighted to the second half. The company has expanded its product portfolio from 2 core commercial products at the start of 2025 to 7 offerings entering 2026, aiming to drive more procedures per account and establish TriSalus as a single-source partner. Launches included TriNav LV, TriGuide, TriNav FLX, and TriNav XP, with TriNav Advance anticipated in the first half of 2026 pending 510(k) clearance. The full portfolio targets a $480 million liver embolization market and collectively supports procedures in larger markets estimated at $2.3 billion. CFO David Patience stated, "revenue was $13.2 million, representing a 60% year-over-year increase over the $8.3 million recorded in the pr...

Earnings Call Insights: AudioEye (AEYE) Q4 2025 Management View CEO David Moradi highlighted "our 40th consecutive quarter of record revenue growth" and noted "we also demonstrated strong operating cash flow in recent years." He stated that adjusted EBITDA grew by approximately 35% to $9.1 million with a record margin of 22% for the year. Moradi announced that the integration of acquired customers is "now substantially complete, which should drive meaningful ARR acceleration in 2026." AudioEye released its next-generation platform, described as unifying "AI detection, expert audits and custom fixes in a single platform that delivers unmatched transparency, ease of use and 3 to 4 times of legal protection and other solutions." Moradi expects "adjusted EBITDA to grow by at least 30%, implying adjusted EBITDA of at least $11.8 million for the year." He also anticipates a "run rate adjusted EBITDA of $15 million by year-end, driven by AI efficiency across our products and operations." CFO Kelly Georgevich reported, "Revenue again reached record levels with Q4 2025 revenue at $10.5 million, an 8% increase from Q4 2024 and a 10% annualized increase sequentially from Q3 2025." She further detailed that "on a full year basis, our revenue grew 15% to $40.3 million from $35.2 million in 2024." Outlook Management provided 2026 guidance: Q1 2026 revenue of between $10.5 million to $10.6 million, adjusted EBITDA of $2.2 million to $2.3 million, and adjusted EPS of $0.17 to $0.18. For the full year 2026, revenue is expected between $43 million and $44.5 million, with ARR growth expected to outpace revenue growth. Adjusted EBITDA is expected to reach at least $11.8 million, representing a 27% margin at the revenue midpoint. Management is "being pretty conservative," with expectations of "less nonrecurring revenue as we focus more on ARR." Financial Results Q4 2025 revenue was $10.5 million, up 8% year-over-year and 10% sequentially. Full-year 2025 revenue totaled $40.3 million, a ...

Earnings Call Insights: AerSale Corporation (ASLE) Q4 2025 Management View CEO Nicolas Finazzo reported that "Our fourth quarter adjusted EBITDA increased $2.2 million or 17.1% to $15.2 million, compared to $13 million in the fourth quarter of 2024." He noted that fourth quarter revenue was $90.9 million, a 4% decrease from the prior year period, but excluding flight equipment sales, revenue increased 9.8% due to growth in component MROs, USM, and leasing. Engineered Solutions product AerSafe also saw higher sales as operators prepared for a 2026 FAA compliance deadline. Finazzo stated, "Our on-airport MRO expansion project in Millington, Tennessee is now fully operational and productive with heavy check work that began in December, following the award of a multiyear maintenance agreement with a regional airline, positioning the facility to significantly contribute to profitability in 2026." He highlighted that updated assessments indicate the full capacity potential of recent expansion initiatives is likely to exceed the previously communicated $50 million annualized opportunity. The company acquired $15.4 million of feedstock in Q4, bringing the full year total to $99.6 million. The win rate in the quarter was 4.8%, down from 17.2% in Q4 2024, reflecting ongoing discipline in a hypercompetitive acquisition environment. Finazzo explained, "We're mitigating earnings volatility by growing the more recurring and predictable parts of our business," emphasizing filling capacity at MRO facilities, growing USM sales, and increasing leasing assets. CFO Martin Garmendia stated, “Fourth quarter revenue was $90.9 million, which includes $20.9 million of flight equipment sales consisting of 4 engines. This compares to $94.7 million in the fourth quarter of last year, which included $31 million of flight equipment sales consisting of 6 engines.” He added that Asset Management revenue declined 11.1% year-over-year to $56.9 million, while TechOps revenue increased 10.7% to $34 mi...

“发展新质生产力对于推动高质量发展、增强经济竞争力至关重要”。 习近平总书记在参加十四届全国人大四次会议江苏代表团审议时，着眼完成“十五五”经济社会发展目标任务，对发展新质生产力、增强经济韧性、推进全体人民共同富裕等提出明确要求，强调江苏等经济大省“要在研究新情况、解决新问题上下功夫、出经验”。这对于我们锚定奋斗目标、推进中国式现代化建设具有重要指导意义。 发展新质生产力为何如此重要？亲历新时代以来的伟大变革，目睹发生在我们身边的显著变化，更能感受党中央的谋深虑远。 过去一年，我们见证了人形机器人从步履蹒跚到亮出“功夫模式”，我国机器人研发应用走在世界前列，国产人工智能大模型引领全球开源生态，国产新能源汽车驶入寻常百姓家，科技创新正在赋能千行百业、激发强劲动能、焕新生产生活。 极不寻常、极不平凡的“十四五”时期，我国经济之所以接连跨越新关口，之所以在复杂严峻的国内外形势下始终保持稳中向好态势，一个重要原因在于牢牢把握高质量发展这个首要任务，因地制宜发展新质生产力。 来自全国两会上的数据令人振奋。制造业增加值规模连续16年保持全球第一，2025年高技术制造业、装备制造业增加值分别增长9.4％、9.2％，构建起全球最大、发展最快的可再生能源体系…… 在惊涛骇浪中砥砺前行，在向新向优中掌握主动，我们更加深刻领会总书记的重要论断“这些年我国经济顶风破浪、保持强大韧性和活力，战略依托就是完整的产业体系”，更加清醒认识到发展新质生产力是建设现代化产业体系的必然要求，是推动高质量发展的强劲引擎，也是有效抵御外部冲击的战略举措。 今天的中国，锚定发展新质生产力的战略任务，经济大省勇挑大梁，各地发挥比较优势、各展所长，向“高”攀升、向“新”迈进。 江苏，持续推进制造业“智改数转网联”，打造具有国际竞争力的先进制造业基地交出“硬核答卷”；广东，加快建设大湾区国际科技创新中心，“深圳—香港—广州”创新集群跃居全球首位；安徽，发挥战略叠加优势，汽车、新能源汽车产量双双跃居全国首位，整车出口突破百万辆…… 在全国大局中精准定位，在融入全局中找准优势，加快形成千帆竞发、万马奔腾的势能，正是我们抢抓历史机遇、实现更大发展的底气所在、信心所在。 “实现新突破”“探索新途径”“开创新局面”“取得新成果”，习近平总书记围绕发展新质生产力、一体推进教育科技人才发展对江苏提出了“四个新”的要求，既为经济大...

Image source: The Motley Fool. Thursday, March 5, 2026 at 4:45 p.m. ET Call participants President and Chief Executive Officer — Matthew J. Murphy Chief Financial Officer — Willem A. Meintjes Chief Operating Officer — Christopher Koopmans Head of Investor Relations — Ashish Saran Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $2.219 billion in the quarter, representing seven percent sequential growth and 22% year-over-year growth, driven by the data center end market. -- $2.219 billion in the quarter, representing seven percent sequential growth and 22% year-over-year growth, driven by the data center end market. Full-year revenue -- $8.195 billion, up 42% year over year, with 45% growth excluding the divested automotive Ethernet unit. -- $8.195 billion, up 42% year over year, with 45% growth excluding the divested automotive Ethernet unit. Data center revenue -- Surpassed $6 billion for the year, growing 46% year over year and constituting 74% of total fourth quarter revenue. -- Surpassed $6 billion for the year, growing 46% year over year and constituting 74% of total fourth quarter revenue. Communications and other revenue -- $567 million in the quarter, up two percent sequentially and 26% year over year, contributing 26% of total revenue. -- $567 million in the quarter, up two percent sequentially and 26% year over year, contributing 26% of total revenue. Non-GAAP EPS -- $0.80 for the quarter, up 33% year over year and $0.10 above the midpoint of guidance. -- $0.80 for the quarter, up 33% year over year and $0.10 above the midpoint of guidance. GAAP EPS -- $0.46 for the quarter. -- $0.46 for the quarter. Non-GAAP full-year EPS -- $2.84, up 81% year over year; GAAP full-year EPS was $3.70. -- $2.84, up 81% year over year; GAAP full-year EPS was $3.70. Gross margin -- Fourth quarter GAAP: 51.7%; fourth quarter non-GAAP: 59%; full-year GAAP: 51%; full-year non-GAAP: 59.5%. -- Fourth quarter GAAP: 51.7%; fourth quarter non-GAAP...

zorazhuang/iStock via Getty Images South Bow ( SOBO ) said Thursday it ​launched a formal open season to solicit binding long-term shipping ‌commitments for a revival of part of the Keystone XL oil pipeline, a move that could increase Canada's crude exports to the U.S. by at least 12%. The open season, which will remain open until March 30, would seek transportation commitments from ⁠Hardisty, Alberta, to multiple U.S. delivery points including the Cushing, Oklahoma, hub and destinations on the U.S. Gulf Coast; South Bow ( SOBO ) will ​then conduct a 60-day review of the results to determine whether sufficient commercial support exists to advance the proposed project. The Keystone XL project would require an approval from the Trump administration, but the Canadian portion of the pipeline is already built and holds all necessary Canadian regulatory permits. South Bow ( SOBO ) also reported ​ Q4 adjusted earnings that fell from the prior-year quarter but topped analyst estimates, as throughput from the Keystone pipeline for the quarter fell to 594K bbl/day from ​621K bbl/day and throughput from ​the U.S. Gulf Coast segment of the Keystone system fell to 680K bbl/day from 784K bbl/day a ​year earlier. More on South Bow South Bow: As Dust Settles - Downgrade To Hold South Bow: Strong Business Model, Outstanding Dividends, Growth On The Horizon Seeking Alpha's Quant Rating on South Bow

South Bow Corporation (SOBO) came out with quarterly earnings of $0.61 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.54 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +46.11%. A quarter ago, it was expected that this company would post earnings of $0.38 per share when it actually produced earnings of $0.47, delivering a surprise of +23.68%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. South Bow Corporation, which belongs to the Zacks Oil and Gas - Production and Pipelines industry, posted revenues of $503 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 1.7%. This compares to year-ago revenues of $488 million. The company has topped consensus revenue estimates just once 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. South Bow Corporation shares have added about 21.3% since the beginning of the year versus the S&P 500's gain of 0.4%. What's Next for South Bow Corporation? While South Bow Corporation has outperformed 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...

AI Agents Prefer Bitcoin Over Fiat: New Study Authored by Martin Young via Cointelegraph , A new study from the Bitcoin Policy Institute indicates that artificial intelligence models prefer Bitcoin over stablecoins and other forms of money for different financial situations , with very few showing a preference for fiat currency. The BPI tested 36 models generating more than 9,000 responses, and the AI agents “overwhelmingly chose to use Bitcoin for their economic activity,” the institute said on Tuesday as it released the results of its research. The study found that 48.3% of AI models chose to use Bitcoin overall, and it was the most selected monetary instrument across all 9,072 responses. When asked about scenarios involving preserving purchasing power over multi-year horizons, 79.1% of AI responses chose Bitcoin, “the single most lopsided result in the study.” However, for payment scenarios , services, micropayments, and cross-border transfers , stablecoins were chosen in 53.2% of responses compared to just 36% for Bitcoin . Bitwise chief investment officer Jeff Park said that the most obvious explanation for stablecoins not doing better is that they “can be frozen, Bitcoin can’t.” Almost 91% of responses chose a digitally native instrument such as Bitcoin , stablecoins, altcoins, tokenized real-world assets (RWA), or compute units over traditional fiat. “Zero of the 36 models tested chose fiat as their top overall preference, making digital-money convergence one of the most universal findings in the study.” Half of AI agents prefer Bitcoin. Source: Bitcoin Policy Institute Methodology had limitations The Bitcoin Policy Institute said the current study was limited to 36 models tested across six providers, and it would look to expand to additional models in the future. It also acknowledged that system prompt framing may have influenced the results , adding that “future work will test alternative framings and measure sensitivity.” This was apparent in some of the “...

前期以网约车司机、快递员、外卖员等平台就业人群为主，后续向网络主播、网络作家、自媒体人员、自雇人员等其他人员拓展 【财新网】 2026年全国“两会”期间，全国人大代表、中国太保战略研究中心（ESG办公室）主任周燕芳建议，在目前基本养老保险制度框架下，结合二三支柱，探索发展更加灵活、便利的年金保障措施，加强对灵活就业和新就业形态人员的养老保障，并在新就业形态分布广泛，补充养老保险发展成熟的超大型城市（如上海）率先试点。 她指出，灵活就业和新就业形态人员的基本养老保险覆盖率低是我国养老保险体系面临的突出问题。据测算，我国灵活就业人员规模已超过2亿人，新就业形态人员超8400万人。在对经济社会发展作出巨大贡献的同时，此部分群体的养老保险“漏保”“断保”问题日益突出，既影响此群体养老风险应对和养老保险制度的长期稳健运行，更影响共同富裕目标实现。

Kyea Mofire/iStock via Getty Images Green Thumb Industries Inc. ( GTBIF ) reported strong financial results for Q4-2025, including record quarterly revenue and net income. The company benefited from the conversion of its Minnesota dispensaries to adult-use. The stock price is down 5% over the last year and down 36% since I covered the company last December on Seeking Alpha . I change my previous rating from a Buy to a Hold. The rescheduling of cannabis has still not been finalized. The cannabis sector remains weak, and stock prices are on the downtrend. Q4-2025 Results Green Thumb Industries reported $311.1 million in revenue, representing a 5.7% increase YoY and a 6.7% increase QoQ. The number represents a record high for quarterly revenue. The increase was due to retail sales in Minnesota. The company converted its medical shop to adult use since the state legalized recreational cannabis. Strong sales in Florida and New York also added to the increase. Revenue from retail sales was up 5% YoY, and revenue from consumer-packaged goods was down 1% YoY. Gross profit was $141.3 million, a decrease of 10.6% YoY and a decrease of 1.9% QoQ. Gross margin was 45.43% versus 53.71% YoY and 49.43% QoQ. The decrease was due to ongoing price compressions in US cannabis markets. The company reported a net income of $83.2 million versus a net income of $12.7 million YoY and a net income of $29.3 million QoQ. Cash and ST investments increased to $274.3 million. Cash flow from operations was $90.1 million. Current debt is $244.9 million. Market consensus for Q1-2026 revenue is $297.79 million, an increase YoY and a decrease QoQ. The company confirmed in their earnings release that revenue will be lower due to seasonality. Overall, Q4 results were strong, and the company maintains a strong balance sheet. There are some risks on the horizon. Although the company licensed its hemp-derived cannabis products to RYTHM ( RYM ), these products are set to be banned next year. It is unclear h...

alexis84/iStock via Getty Images March 5th was a pretty good day for shareholders of Daktronics, Inc. ( DAKT ). Management announced financial results for the third quarter of the company's 2026 fiscal year a day earlier. And even though earnings per share and adjusted earnings per share fell short of analysts’ expectations , revenue came in above forecasts. This sent the stock up, climbing more than 5% at one point during the day before ultimately pulling back later in the day as broader economic and geopolitical concerns mount. But the fact that the stock was up at all considering the weaker-than-expected profitability is definitely something to write home about. In the past, I have been bullish about Daktronics. And that bullishness has paid off remarkably well. Since I last reaffirmed the company as a Buy candidate back in March of 2023, the stock has jumped 339.2%. That dwarfs the 73% rise that the S&P 500 ( SP500 ) saw over the same window of time. And since I originally rated it a Buy in August of the previous year, shares are up an astounding 502.1%. Over that same timeframe, the market is up only 65.7%. I will say that I remain impressed by the overall revenue trajectory of the company. Having said that, I would also argue that the stock is no longer as cheap as it once was. In fact, given the valuation of the company right now, I would argue that downgrading it to a Hold is the right choice here. Checking In On Daktronics I have always been drawn to unique businesses. And there are few companies as unique as Daktronics. For those not familiar with the business, it operates as a designer and producer of electronic scoreboards, programmable display systems, large-screen video displays that are used for sporting events, and similar devices for the commercial and transportation markets. Such a simple business might not appeal to many investors. But to someone like me, it is fascinating. Author - SEC EDGAR Data The newest data that we have regarding the company...

以军对黎巴嫩首都贝鲁特南郊发动新一轮空袭 2026-03-06 07:23:52 来源： 同花顺7x24快讯 分享 总台记者获悉，当地时间6日，以色列军方对黎巴嫩首都贝鲁特南部郊区发动新一轮空袭。(央视新闻)

Key Points Equinox Partners bought 150,367 shares of Vista Energy in the fourth quarter. The quarter-end position value increased by $7.32 million due to the new position. The new Vista Energy stake places it outside the fund’s top five holdings by AUM. 10 stocks we like better than Vista EnergyB. De C.v. › Equinox Partners Investment Management initiated a new stake in Vista Energy (NYSE:VIST) during the fourth quarter, buying 150,367 shares worth $7.32 million, according to a February 17, 2026, SEC filing. What happened According to an SEC filing dated February 17, 2026, Equinox Partners Investment Management established a new position in Vista Energy (NYSE:VIST), acquiring 150,367 shares. The quarter-end valuation for this holding increased by $7.32 million, reflecting the addition of the new position. What else to know Vista Energy now represents 3.82% of Equinox Partners’ 13F AUM. Top five holdings after the filing: NYSEMKT:GAU: $35.19 million (18.4% of AUM) NYSEMKT:GTE: $27.06 million (14.1% of AUM) NYSEMKT:ITRG: $23.69 million (12.4% of AUM) NYSEMKT:PSLV: $21.57 million (11.3% of AUM) NYSEMKT:NEWP: $19.78 million (10.3% of AUM) As of Thursday, VIST shares were priced at $60.86, up 32% over the past year and well outperforming the S&P 500’s roughly 16% gain in the same period. Company overview Metric Value Price (as of Thursday) $60.86 Market Capitalization $6.5 billion Revenue (TTM) $2.23 billion Net Income (TTM) $727.14 million Company Snapshot Vista Energy engages in oil and gas exploration and production, with principal assets in Vaca Muerta and producing operations in Argentina and Mexico. The company generates revenue primarily from the extraction and sale of crude oil and natural gas, leveraging its portfolio of proved reserves and operated acreage. Vista Energy operates across Latin America and focuses on oil and gas exploration and production, with principal assets in unconventional resource basins like Vaca Muerta. Vista Energy, S.A.B. de C.V. is a l...

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Barclays’ Venu Krishna, Moody’s Analytics Chief Economist Mark Zandi, CVS Health’s Tilak Mandadi, Fmr. US Energy Secretary Ernest Moniz, BlackRock’s Jaime Magyera, WSL Strategic Retail’s Wendy Liebmann, Ugg Founder Brian Smith, Alex Mill Chairman Mickey Drexler, and NBA Hall of Famer Scottie Pippen. (Source: Bloomberg)

全国人大代表、传化集团董事长徐冠巨认为，落实“东数西算”工程部署，抢抓全球算力产业变革机遇，推动我国从算力大国向算力强国跨越，加快布局硅基浸没式液冷技术已刻不容缓。徐冠巨建议，将硅基浸没式液冷纳入国家科技创新重点目录，在“十五五”前瞻研究中，列为核心攻关和新质生产力培育重点方向；设立国家级研发专项，支持产学研联合攻关，突破冷却液稳定性、系统集成等关键技术，补齐产业链短板。徐冠巨建议，强化“东数西算”刚性约束，推动西部枢纽布局硅基液冷，提升绿色算力供给。在算力和储能（885921）领域，建设国家级浸没式硅油冷却技术应用示范区，形成可复制的高效低碳的数据中心案例，起到示范引领作用。(人民财讯)

Image source: The Motley Fool. Thursday, March 5, 2026 at 5 p.m. ET Call participants Chief Executive Officer — David Wright Chief Financial Officer — Jason Beesley Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $2.5 billion for the full year, representing 39% growth; fourth quarter revenue was $723 million, up 40% year over year. -- $2.5 billion for the full year, representing 39% growth; fourth quarter revenue was $723 million, up 40% year over year. Net revenue retention (NRR) -- Achieved a record NRR of 124% for the full year, increasing from 116% in the prior year. -- Achieved a record NRR of 124% for the full year, increasing from 116% in the prior year. International revenue -- Increased 63% for the year and rose 9% year over year in the fourth quarter, with 39% of the $460 billion sales pipeline outside The Americas. -- Increased 63% for the year and rose 9% year over year in the fourth quarter, with 39% of the $460 billion sales pipeline outside The Americas. Non- Amazon (NASDAQ: AMZN) revenue -- Up 60% for the year and surged 94% in the fourth quarter; triple-digit growth in Q4 from Coupang (NYSE: CPNG), TikTok Shop (ByteDance, private), and Walmart (NYSE: WMT). -- Up 60% for the year and surged 94% in the fourth quarter; triple-digit growth in Q4 from (NYSE: CPNG), (ByteDance, private), and (NYSE: WMT). SaaS services and logistics segment -- Grew 58% for the year and 162% in the fourth quarter. -- Grew 58% for the year and 162% in the fourth quarter. Existing brand partner revenue -- $2.2 billion, up 42% year over year; 53% of total revenue from brand partners with more than five years' tenure. -- $2.2 billion, up 42% year over year; 53% of total revenue from brand partners with more than five years' tenure. New brand partner revenue -- $282 million, up 22% year over year, showing a double-digit acceleration from 2024. -- $282 million, up 22% year over year, showing a double-digit acceleration from 2024. Adjusted EBI...

The S&P 500 (^GSPC 0.56%) fell 0.58% to 6,829.91, the Nasdaq Composite (^IXIC 0.26%) slipped 0.26% to 22,748.99, and the Dow Jones Industrial Average (^DJI 1.61%) tumbled 1.61% to 47,954.75 as surging oil prices and Iran-war tensions reignited inflation worries. Market movers Nvidia, Lam Research, and Applied Materials retreated after reports of possible new global AI-chip export rules that could require the companies to obtain licenses to export chips worldwide. Meanwhile, The Trade Desk jumped about 18% on a favorable media report, bucking market weakness. What this means for investors U.S. crude oil prices jumped 9% today, while natural gas futures rose 4%, as no tangible “de-escalation” took place with the Iran conflict and shipping in the Strait of Hormuz all but stopped. Middle East tensions continue to weigh on global markets, with investors here in the U.S. reassessing risks around inflation, interest rates, growth, and valuation amid the potential for a drawn-out conflict. One green spot in U.S. markets today came from The Trade Desk, which was previously in the midst of a 79% drawdown from its all-time high. The once high-flying ad-buying platform announced that it was in early discussions to help AI juggernaut OpenAI rollout advertising on its platform. In addition to this potentially positive news, the company also disclosed that its CEO, Jeff Green, had purchased six million TTD shares on the open market -- his first open market buys in years -- offering hope to investors that they might have finally seen the stock’s price bottom out.

The S&P 500 (SNPINDEX:^GSPC) fell 0.58% to 6,829.91, the Nasdaq Composite (NASDAQINDEX:^IXIC) slipped 0.26% to 22,748.99, and the Dow Jones Industrial Average (DJINDICES:^DJI) tumbled 1.61% to 47,954.75 as surging oil prices and Iran-war tensions reignited inflation worries. Market movers Nvidia, Lam Research, and Applied Materials retreated after reports of possible new global AI-chip export rules that could require the companies to obtain licenses to export chips worldwide. Meanwhile, The Trade Desk jumped about 18% on a favorable media report, bucking market weakness. What this means for investors U.S. crude oil prices jumped 9% today, while natural gas futures rose 4%, as no tangible “de-escalation” took place with the Iran conflict and shipping in the Strait of Hormuz all but stopped. Middle East tensions continue to weigh on global markets, with investors here in the U.S. reassessing risks around inflation, interest rates, growth, and valuation amid the potential for a drawn-out conflict. One green spot in U.S. markets today came from The Trade Desk, which was previously in the midst of a 79% drawdown from its all-time high. The once high-flying ad-buying platform announced that it was in early discussions to help AI juggernaut OpenAI rollout advertising on its platform. In addition to this potentially positive news, the company also disclosed that its CEO, Jeff Green, had purchased six million TTD shares on the open market -- his first open market buys in years -- offering hope to investors that they might have finally seen the stock’s price bottom out. Should you buy stock in S&P 500 Index right now? Before you buy stock in S&P 500 Index, 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 S&P 500 Index 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...

Nvidia (NVDA +0.10%) and Advanced Micro Devices (AMD 1.42%) have been among the leading providers of the specialized processors used for artificial intelligence. These graphics processing units (GPUs) were originally designed to speed up graphics in video games -- hence the name. However, these semiconductors proved equally adept at accelerating AI processing, which sent demand for the chips soaring, due to the rising adoption of AI. However, proposed regulations by the Trump administration could mark a major setback for the advancement of AI. Let me see your license and registration U.S. officials are considering rules that would require Nvidia, AMD, and others to obtain government approval before shipping any AI chips outside the country, according to a report by Bloomberg. The proposed regulations would require companies to request approval from the U.S. Department of Commerce for the export of any chips designed for AI. Once the approval process was complete, licenses would be issued permitting the shipment of these AI accelerators. The rules would go further, instituting a tiered licensing system based on the size of the deployment. Smaller shipments of 1,000 GPUs or less would be subject to a cursory review; medium-sized deployments would require preclearance before applying for a license; and sizable deployments of 200,000 GPUs or more would require certifications from government officials in the host countries. These ratifications would include strict security requirements and commitments to invest in U.S. AI. 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 % The U.S. government already has export restrictions in place for countries it deems a threat to national security. These countries include China, Russia, North Korea, and Iran, among others. President Trump appro...

Key Points U.S. officials are considering regulations that would require government approval to ship AI chips anywhere outside the country. The rules would establish a tiered licensing system, with a cursory review for small deployments and strict certification for large deployments. The last round of export controls with China was costly for Nvidia, and sales to the country have yet to resume. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) have been among the leading providers of the specialized processors used for artificial intelligence. These graphics processing units (GPUs) were originally designed to speed up graphics in video games -- hence the name. However, these semiconductors proved equally adept at accelerating AI processing, which sent demand for the chips soaring, due to the rising adoption of AI. However, proposed regulations by the Trump administration could mark a major setback for the advancement of AI. 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 » Let me see your license and registration U.S. officials are considering rules that would require Nvidia, AMD, and others to obtain government approval before shipping any AI chips outside the country, according to a report by Bloomberg. The proposed regulations would require companies to request approval from the U.S. Department of Commerce for the export of any chips designed for AI. Once the approval process was complete, licenses would be issued permitting the shipment of these AI accelerators. The rules would go further, instituting a tiered licensing system based on the size of the deployment. Smaller shipments of 1,000 GPUs or less would be subject to a cursory review; medium-sized deployments would require preclearance before applying for a license; and sizable deployments...

Nvidia and AMD Could Face Worldwide AI Chip Export Controls Imposed By the Trump Administration Yahoo Finance

On February 17, 2026, Sophron Capital Management disclosed selling 202,175 shares of Phillips Edison & Company (NASDAQ:PECO) , an estimated $7.02 million trade based on quarterly average pricing. According to a filing with the Securities and Exchange Commission dated February 17, 2026, Sophron Capital Management sold 202,175 shares of Phillips Edison & Company during the fourth quarter. The estimated transaction value was $7.02 million, based on the average unadjusted close in the period. The fund’s quarter-end position in PECO decreased in value by $6.48 million, a figure reflecting both the sale and underlying price movement. Phillips Edison & Company operates and manages grocery-anchored shopping centers, generating revenue primarily from leasing retail space to national and regional tenants. The company employs a vertically integrated real estate investment trust (REIT) model, focusing on necessity-based retail properties to drive consistent rental income and long-term asset appreciation. It serves a diverse mix of retailers and consumers in strong U.S. markets, with a portfolio designed to attract tenants offering essential goods and services. Continue reading