Image source: The Motley Fool. Tuesday, March 10, 2026 at 5 p.m. ET Call participants Chief Executive Officer — Joshua G. James Chief Financial Officer — Tod R. Crane Chief Revenue Officer — RJ Tracy Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Record quarterly billings -- $111.2 million, reflecting 8% year-over-year growth and exceeding company guidance. -- $111.2 million, reflecting 8% year-over-year growth and exceeding company guidance. Gross retention rate -- Over 88%, the company's highest in three years and marking 12 consecutive quarters of improvement. -- Over 88%, the company's highest in three years and marking 12 consecutive quarters of improvement. Net retention rate -- Improvement of over 4 percentage points year over year to above 96%, extending six straight quarters of sequential progress. -- Improvement of over 4 percentage points year over year to above 96%, extending six straight quarters of sequential progress. Consumption cohort net revenue retention -- 111%, representing customers with more than $24 million in ARR who began on consumption-based contracts. -- 111%, representing customers with more than $24 million in ARR who began on consumption-based contracts. Operating margin -- Surpassed 10% for the quarter, with full-year margin above 6%, both all-time company records. -- Surpassed 10% for the quarter, with full-year margin above 6%, both all-time company records. EPS milestone -- Achieved all-time high for both quarterly and full-year non-GAAP earnings per share, with Q4 non-GAAP diluted EPS of $0.03 on 44.4 million shares. -- Achieved all-time high for both quarterly and full-year non-GAAP earnings per share, with Q4 non-GAAP diluted EPS of $0.03 on 44.4 million shares. Subscription remaining performance obligations (RPO) -- Current subscription RPO rose 1% to $227 million; total subscription RPO increased 8% to $437.9 million. -- Current subscription RPO rose 1% to $227 million; total subscription RPO increa...

Judge Dismisses Odometer Class-Action Lawsuit Against Tesla A high-profile class-action lawsuit accusing Tesla of intentionally manipulating vehicle odometers to prematurely void customer warranties has officially been thrown out. The US District Court for the Central District of California has dismissed the case of Nyree Hinton v. Tesla, Inc., putting an end to a legal battle that threatened to rope in over a million California Tesla owners and sparked wild online conspiracy theories about Tesla’s equivalent of the Volkswagen Dieselgate. Odometergate Allegations The lawsuit, originally filed in April 2025, centered on some highly unusual claims. The plaintiff, Nyree Hinton, alleged that the odometer on his used 2020 Model Y was running significantly faster than his actual driven mileage. Hinton claimed that instead of measuring actual physical distance traveled, Tesla was using a hidden algorithm that tied the odometer to energy consumption, driver behavior, and predictive metrics. According to the suit, this caused his vehicle to inexplicably log up to 72 miles per day for a commute that was 20 miles at most. The plaintiff argued that Tesla intentionally designed this system to rapidly burn through the 50,000-mile Basic Vehicle Limited Warranty. Because of this alleged artificial mileage inflation, Hinton claimed his warranty expired prematurely, leaving him on the hook for a $10,000 suspension repair bill. A Dumb Lawsuit The lawsuit gained massive traction online when it was filed, but the claims were immediately met with extreme skepticism from the broader Tesla community. Third-party API tracking platforms, which log exact GPS coordinates and mileage for thousands of vehicles globally, showed absolutely no evidence of fleet-wide odometer discrepancies. Further, manipulating an odometer is a severe state and federal offense, making it highly illogical that Tesla would risk its entire business to save marginal dollars on localized warranty claims. Elon Musk blunt...

美國新申領失業金，和續領人數均下跌。 美國勞工部公布首次申領失業保險救濟人數，上星期減少1,000人，至21.3萬，並少過市場預期的21.5萬人。 持續申領人數按周減少2.1萬人，至185萬，但稍多過市場預期的184.9萬人。

Image source: The Motley Fool. Thursday, March 12, 2026 at 9 a.m. ET Call participants President & Chief Executive Officer — Sharon Price John Chief Operations Officer (incoming CEO June 11, 2026) — Christopher Hurt Chief Financial Officer — Voin Todorovic Need a quote from a Motley Fool analyst? Email [email protected] Risks Voin Todorovic stated, "Gross margin for the quarter was 55.2%, down 140 basis points compared to last year, reflecting the negative impact of tariffs partially offset by selective price increases." Lower pretax income in Q4, with Todorovic noting, "Pretax income was $21,500,000 compared to $27,500,000 last year," affected by tariffs, medical, and labor costs. Sharon Price John identified, "while progress was made on select consumer-facing upgrades, including the online digitization of our Record Your Voice offering to make it easier and faster for e-commerce guests to add a special personalized message to a new furry friend, most of our focus last year was on evolving behind-the-scenes infrastructure. This included continued IT work toward a necessary sweeping upgrade of a legacy inventory management system to enable future growth. As a result, some of our previously planned e-commerce advancements, which are a key part of the overall digital initiative, were delayed, contributing to disappointing online sales." Reduced online demand, as Todorovic stated, "E-commerce demand decreased 13.6% for the quarter" and "e-commerce demand was down 5.5% for the full year." Takeaways Annual revenue -- $529.8 million, up 6.7%, driven by growth across all business segments. -- $529.8 million, up 6.7%, driven by growth across all business segments. Pretax income -- $67.2 million, a record high, impacted by approximately $11 million in tariff-related costs and about $5 million in higher medical and labor expenses. -- $67.2 million, a record high, impacted by approximately $11 million in tariff-related costs and about $5 million in higher medical and labor exp...

國際期油價格急升，倫敦期油再突破100美元一桶，升幅逾一成。 紐約期油升近一成，曾經升上95美元。有報道指，伊朗表明繼續採取戰略手段，包括封鎖霍爾木茲海峽，有必要時會開闢新戰線。 另外，有商船在伊朗海岸附近遭到襲擊，都令市場擔心主要原油輸出航道霍爾木茲海峽仍受嚴重威脅，影響原油出口。 不過日前，國際能源總署同意向市場釋放4億桶緊急石油儲備，但未能緩和期油升勢。美國總統特朗普亦表示，將動用戰略石油儲備，來降低油價。

straga/iStock via Getty Images Stocks for the week ended March 6 were 1,848 Bcf vs. 1,886 Bcf for the week ended February 27. Net change: -38 Bcf vs. -132 Bcf for the week ended February 27. Consensus: - 42B. Natural Gas Futures ( NG1:COM) +0.3% to $3.22/MMBtu. ETFs: ( UNG ), ( BOIL ), ( KOLD ), ( FCG ), ( UNL ), ( HNU:CA ) Click here to read the full EIA Weekly Natural Gas Storage Report. More on Natural Gas Futures Iran Conflict Brings Oil Supply Risk Into Sharp Focus Commodities: Record Oil Release Fails To Rein In Prices 7 Reasons Why Europe Can Deal With A Gas Shock Better Than In 2022 European natural gas prices rise on LNG supply fears from Middle East cutoff There is a bigger opportunity in natural gas than in oil – analyst

designer491/iStock via Getty Images Ultragenyx Pharmaceutical ( RARE ) announced on Thursday that its gene therapy candidate DTX301 reached the main goal in a late-stage trial for ornithine transcarbamylase (OTC) deficiency, the most common type of urea cycle disorder. Characterized by excessive ammonia levels in the blood, OTC deficiency is caused by a defect in a gene that is involved in the production of an ammonia-detoxifying liver enzyme. Citing 36-week data from its Phase 3 Enh3ance study, Ultragenyx ( RARE ) stated that patients on DTX301 showed an ~18% reduction in 24-hour plasma ammonia (AUC₀₋₂₄ ) with a statistically significant and clinically meaningful effect compared to those on placebo. Notably, eight out of nine patients who had abnormal ammonia AUC₀₋₂₄ despite dietary control and current treatments witnessed normal ammonia levels swiftly, according to Ultragenyx ( RARE ). Regarding safety, the company added that one patient in the DTX301 arm discontinued the trial, compared to two in the placebo group, which included a patient death. There were five instances of hyperammonemic crises requiring hospitalization in the off-drug arm, with one death, compared to a single such event in the on-drug arm with no deaths. The multinational trial is ongoing, involving 37 patients across 10 countries, with data on its secondary endpoint related to the impact of DTX301 on the treatment burden expected in H1 2027. More on Ultragenyx Pharmaceutical Ultragenyx Pharmaceutical Inc. (RARE) Presents at Leerink Global Healthcare Conference 2026 Transcript Ultragenyx Pharmaceutical Inc. (RARE) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Ultragenyx Pharmaceutical Inc. (RARE) Presents at TD Cowen 46th Annual Health Care Conference Transcript Ultragenyx granted FDA priority review for rare metabolic disorder gene therapy Ultragenyx falls as guidance trails consensus amid job cuts

美国3月6日当周EIA天然气库存变动 -380亿立方英尺，预期 -410亿立方英尺，前值 -1320亿立方英尺。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

KairosDee/iStock via Getty Images Introduction I’m keeping an eye on the performance of the Banc of California ( BANC ) as although I currently only own the preferred stock , I fear that issue may be called this summer and I could perhaps be interested to recycle the proceeds and initiate a long position in the common shares. As those common shares have now lost in excess of 15% of their price in the past month, I wanted to have a look at how attractive the common shares are right now. Data by YCharts A look at the FY 2025 results Looking at the bank’s full-year results, Banc of California reported a total interest income of $1.68B , a decrease of approximately $150M compared to FY 2024, while the interest expenses decreased by almost $200M. This ultimately resulted in a $51M increase in the net interest income, which was helpful to help absorb the higher loan loss provisions, which increased by approximately $28M. BANC Investor Relations The net non-interest expenses were almost $600M, which resulted in a pre-tax income of $313M and a net profit of $229M. As the income statement above shows, Banc of California needed just under $40M to cover the preferred dividends, resulting in a net income of $189.2M attributable to the common shareholders. This represents an EPS of $1.18. This means the common dividend, which was recently increased by 20% , remains well-covered. From the perspective of a preferred shareholder, I’m of course very satisfied to see that the bank needed less than 15% of its net income to cover the preferred dividends. Interestingly, the bank is now expecting the net interest income in 2026 to increase by 10-12% versus the 2025 result, and this is without expecting any rate cuts by the Federal Reserve. The expenses will increase by a low to mid single digit percentage, which should result in a 20-25% increase in the pre-provision income . The 2025 pre-tax and pre-provision income was approximately $380M, and a 20% increase would indicate a $76M incre...

huettenhoelscher/iStock via Getty Images Shares of Rheinmetall AG ( RNMBF , RNMBY ) have lost 1.9% since my last report . It is not the performance I am looking for, but we note that the that since I upgraded the stock to strong buy in November 2025 the stock has returned 4.7% on a negative performance for the S&P 500. Furthermore, we note that the stock has returned 561.9% since I initiated coverage . In this report, I discuss the company’s full year earnings, the outlook and opportunities. I strongly believe that with increased global tension, the investment case for Rheinmetall with European defense autonomy as an anchor point has gotten stronger. Rheinmetall Earnings Show Robust Growth Rheinmetall AG (Earnings Presentation) Rheinmetall’s growth in sales has been impressive with revenues surging 29% to €9.9 billion with 23% of the growth or 6.6 points out of the 29% driven by mergers and acquisitions. Operating results increased 33% to €1.8 billion with margins improving 50 basis points to €1.84 billion. Operating free cash flow increased 15% to €1.2 billion with a pipeline of €26.4 billion and backlog surged 36% to €63.8 billion. We note that these figures exclude the Power Systems which had sales of €1.9 billion and €7 billion in backlog. Rheinmetall is looking to sell the business this year and as a result the business has been reclassified as discontinued operations. Rheinmetall AG (Earnings Presentation) The results by segment show that Vehicle Systems sales surged 32% to nearly €5 billion with a 37.2% improvement in operating results to €583 million. As a result, margins improved 50 basis points to 11.7%. This was despite some software issues during the year on vehicles, which his not uncommon to occur before serial production. Additionally, there are some delays in deliveries driven by the customer acceptance process. There were 12 heavy weapon carriers ready to be delivered, but the Ministry of Defense of Germany had no capacity to do the final checks and...

Sean O’Keefe MCLEAN, Va., March 12, 2026--(BUSINESS WIRE)--Red Cell Partners today announced that Google and Function Health veteran Sean O’Keefe has joined the firm as Deputy Chief Technology Officer. O’Keefe is responsible for overseeing the implementation of Red Cell’s technology strategy, leading daily engineering operations and workflows, and managing the firm’s engineering teams. "Sean is a brilliant, mission-driven, and highly regarded leader whose deep experience across advanced engineering, AI, data science, and research makes him an exceptional addition to the Red Cell team," said Red Cell’s Chief Product and Technology Officer Michael Kilberry. "His technical expertise further strengthens our organization as we work to deliver the capabilities shaping the future of healthcare, cyber, and national security. We are thrilled to have Sean on our team." Prior to joining Red Cell, O’Keefe served as the Senior Vice President of Engineering at Function Health, where he was the first engineering hire, building the company from zero to one. At Function Health, O’Keefe led the development of a secure health data platform; grew the department to a multidisciplinary team of engineers, and launched a generative AI platform utilizing LLMs. Early in his career, O’Keefe was a Data Scientist at Google before joining Google Research as a Senior Software Engineer, where he served as the technical lead for the TensorFlow Model Remediation Library. His work there focused on the critical frontier of AI safety, designing open-source frameworks to mitigate bias and hallucinations. A former Green Beret in the 10th Special Forces Group, O’Keefe previously worked at Bridgewater Associates, where he conducted quantitative research and was a growth advisor for the CapitalG portfolio. "Throughout my career—from serving in Special Forces to building AI at Google and scaling Function Health to a Series B, I’ve seen how purpose-driven technology can solve the world’s most daunting challen...

CoreWeave (NASDAQ: CRWV) is sitting on tens of billions in contracted AI demand, yet Nebius (NASDAQ: NBIS) claims it can generate three times more compute power per megawatt. The clash between backlog and efficiency could reshape the economics of AI data centers, revealing which company is better positioned for the next phase of AI growth. Stock prices used were the market prices of March. 6, 2026. The video was published on March 11, 2026. Continue reading

Microsoft is already fully focused on the next generation of consoles. This was evident during its presentation at the Game Developers Conference (GDC) in San Francisco, where it shared the first specifications of Project Helix, the code name for the new Xbox. The company is convinced that one of the most notable aspects of its new hardware will, as expected, be its graphics power. According to Jason Ronald, vice president of the Xbox next-generation division, the console will feature a custom chip developed in collaboration with AMD and will offer a huge improvement in advanced lighting technologies. Specifically, Microsoft claims that Project Helix will represent a giant leap in ray tracing performance compared to the Xbox Series X and Xbox Series S. The new chip will also be designed to take advantage of the next generation of DirectX and scaling technologies such as FidelityFX Super Resolution, enabling the creation of more detailed and dynamic virtual worlds. A console that brings Xbox and PC together like never before Another pillar of Project Helix will be its integration between PCs and consoles. Microsoft insisted that its new machine will be able to run both Xbox games and PC titles, in line with the company’s strategy to further unify its gaming ecosystem. This will make it easier for developers to reduce costs and reach more players. In fact, Ronald confirmed that they plan to ship the first development kits in 2027, allowing them to start working on the first games for the next generation. It was also announced that Windows 11 will receive an “Xbox Mode” starting in April in some markets. This option will offer a full-screen interface optimized for controllers, inspired by the console experience, while maintaining the flexibility of the PC operating system. Finally, Microsoft assured that its commitment to backward compatibility is total and that games from all four generations of Xbox will continue to be accessible in the future. In fact, on the occasi...

格隆汇3月12日｜标普全球表示，人工智能（AI）对软件行业造成的扰动不太可能引发一波信用评级下调浪潮，尽管市场对此表示担忧。 “许多投资者与新冠疫情期间的评级行动速度进行比较；然而，当前环境与疫情时期有所不同，”该评级机构表示，“如今的环境反映的是结构性技术演进，而非突发的宏观经济冲击。”

文章提及标的 人工智能 -- 标普：人工智能（885728）扰动不会引发软件行业评级下调潮。

格隆汇3月12日｜面对美国总统特朗普三番五次的威胁，西班牙选择硬刚。 美国“政客新闻网”欧洲版消息，西班牙副首相约兰达·迪亚斯日前接受其采访时，抨击了欧盟领导层在伊朗问题上的软弱态度。她认为，欧盟对华盛顿过于卑微，会助长欧洲的极右翼势力。 “欧洲在一个历史性的重大时刻，却如同孤儿一般，”迪亚斯说，“欧盟所需要的那种领导力正在缺失。” 她指出，欧盟“应当为一个政治的欧洲、经济的欧洲、社会的欧洲、财政的欧洲而奋斗，成为一个拥有独立外交政策、拥有自主防务政策、不被特朗普挟持的欧洲。”

针对美国政府日前宣布对欧盟等贸易伙伴发起新的贸易调查，欧盟委员会12日表示，若美方违反双方此前达成的贸易协议，欧盟将作出“坚决且相称的回应”。 欧盟委员会发言人奥洛夫·吉尔当天在例行记者会上对媒体表示，欧方将要求美方进一步说明，启动“301条款”调查将如何与欧盟和美国去年达成的协议相协调。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Image source: The Motley Fool. Thursday, March 12, 2026 at 9 a.m. ET Call participants President and Chief Executive Officer — Douglas Campbell Chief Financial Officer — Jonathan Collins Chief Operating Officer — Jamie Fischer Takeaways Retail unit volume -- 10,275 units sold, representing a 22.1% decline attributed to limited inventory availability, a 12% smaller store base, and severe winter weather disruptions. -- 10,275 units sold, representing a 22.1% decline attributed to limited inventory availability, a 12% smaller store base, and severe winter weather disruptions. Total revenue -- $286.8 million, down 12% due to lower retail volumes, despite a 7.1% increase in average retail sales price to $20,634. -- $286.8 million, down 12% due to lower retail volumes, despite a 7.1% increase in average retail sales price to $20,634. Gross profit per retail unit sold -- Up 8.8% year over year, outpacing the increase in average vehicle price, reflecting a 1.9% improvement in unit cost efficiency. -- Up 8.8% year over year, outpacing the increase in average vehicle price, reflecting a 1.9% improvement in unit cost efficiency. Interest income -- $64.2 million, a 3.1% increase, supported by strong performance of the existing loan portfolio. -- $64.2 million, a 3.1% increase, supported by strong performance of the existing loan portfolio. Inventory -- December marked the quarterly low, rebuilding began in January, and inventory grew 44% by February compared to December’s trough. -- December marked the quarterly low, rebuilding began in January, and inventory grew 44% by February compared to December’s trough. Store consolidations -- Eighteen locations closed, now operating 136 stores; consolidation benefits to appear fully in the fourth quarter’s results. -- Eighteen locations closed, now operating 136 stores; consolidation benefits to appear fully in the fourth quarter’s results. SG&A expense -- $51.5 million reported, or 23.1% of sales, including $2.8 million in one-time imp...

格隆汇3月12日｜创新药物研发国家科技重大专项“靶向新机制的抗阿尔茨海默病化学创新药物研究”项目启动会在上海召开。万邦德制药集团作为核心参与单位，共同启动该国家级抗阿尔茨海默病创新药研发项目，标志着公司在中枢神经领域重大疾病药物研发领域迈出重要一步。

Full Truck Alliance ( YMM ) declares $0.084/ADS semi-annual dividend . Forward yield 1.82% Payable April 22; for shareholders of record April 8; ex-div April 8. See YMM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Full Truck Alliance Full Truck Alliance: Why Going Long At This Time Is Worth A Shot Full Truck Alliance Non-GAAP EPS of $0.14 in-line, revenue of $456.5M beats by $7.37M Full Truck Alliance Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Full Truck Alliance Historical earnings data for Full Truck Alliance

Image source: The Motley Fool. March 10, 2026 at 5:00 p.m. ET Call participants Founder and Chairman — Anthony Hsieh Chief Financial Officer — David Hayes Takeaways Loan origination volume -- $8.0 billion, marking the highest quarterly level since 2022 and a 23% increase from $6.5 billion in the prior quarter. -- $8.0 billion, marking the highest quarterly level since 2022 and a 23% increase from $6.5 billion in the prior quarter. Pull-through weighted lock volume -- $7.3 billion, a 4% rise from $7.0 billion in the previous quarter and within the prior guidance range of $6 billion to $8 billion. -- $7.3 billion, a 4% rise from $7.0 billion in the previous quarter and within the prior guidance range of $6 billion to $8 billion. Adjusted net loss -- $21 million, a deterioration from the prior quarter's $3 million adjusted net loss, driven mainly by a lower pull-through weighted gain on sale margin, higher MSR portfolio amortization, and higher expenses. -- $21 million, a deterioration from the prior quarter's $3 million adjusted net loss, driven mainly by a lower pull-through weighted gain on sale margin, higher MSR portfolio amortization, and higher expenses. Adjusted total revenue -- $316 million, compared to $325 million in the prior quarter. -- $316 million, compared to $325 million in the prior quarter. Pull-through weighted gain on sale margin -- 324 basis points, at the upper end of the guided 300-325 basis point range but down from 339 basis points in the previous quarter due to a shift in product and loan mix. -- 324 basis points, at the upper end of the guided 300-325 basis point range but down from 339 basis points in the previous quarter due to a shift in product and loan mix. Recapture rate -- 71% from the in-house servicing platform, described during the call as an industry-leading figure. -- 71% from the in-house servicing platform, described during the call as an industry-leading figure. Servicing fee income -- $113 million, up from $112 million, refle...