Nvidia (NVDA 1.56%) is known as the king of artificial intelligence (AI), but as the industry migrates from training large language models to inference, will its competitive moat hold up? Over the past week, even more competitive pressures emerged, with a big custom chip announcement from Meta Platforms (META 3.77%) and its chipmaking partner Broadcom (AVGO 4.11%). As more large customers migrate ...
Nvidia (NVDA 1.56%) is known as the king of artificial intelligence (AI), but as the industry migrates from training large language models to inference, will its competitive moat hold up? Over the past week, even more competitive pressures emerged, with a big custom chip announcement from Meta Platforms (META 3.77%) and its chipmaking partner Broadcom (AVGO 4.11%). As more large customers migrate to custom XPU solutions, should Nvidia investors be worried about the competition? Expand NASDAQ : META Meta Platforms Today's Change ( -3.77 %) $ -24.08 Current Price $ 614.10 Key Data Points Market Cap $1.6T Day's Range $ 609.73 - $ 629.13 52wk Range $ 479.80 - $ 796.25 Volume 1.5M Avg Vol 15M Gross Margin 82.00 % Dividend Yield 0.34 % Meta launches four new chips On Wednesday, Meta unveiled four new artificial intelligence chips: The MTIA 300, MTIA 400, MTIA 450, and the MTIA 500. The 300 is optimized for Meta's core ranking & recommendation (R&R) workloads, which were Meta's dominant workload before generative AI. The 400, 450, and 500 are each for different types of inference workloads. The 400 can implement larger generative AI models for traditional R&R applications. The 450 then augments the 400's capabilities by doubling the high-bandwidth memory (HBM) capacity, and the 500 takes the 450's HBM higher by another 50% on top of that. Meta disclosed that while the 300 is in use now, the 400, 450, and 500 will be rolled out beginning in early 2027 for generative AI inference. Meta also elaborated on its chip design strategy, noting it uses a "modular" approach that enables it to iterate on new chip designs every six months, rather than the typical two-year cadence. Meta believes this is a necessity, given the rapid pace of AI evolution today: Rather than placing a bet and waiting for a long period of time, we deliberately take an iterative approach: Each MTIA generation builds on the last, using modular chiplets, incorporating the latest AI workload insights and hardwar...
Key Points Meta Platforms introduced its new AI training and inference chips last week. Meta collaborated with Broadcom in the effort, with Broadcom saying customers are increasingly turning to specialized XPUs for different workloads over GPUs. Should the announcements make Nvidia investors nervous? 10 stocks we like better than Meta Platforms › Nvidia (NASDAQ: NVDA) is known as the king of artif...
Key Points Meta Platforms introduced its new AI training and inference chips last week. Meta collaborated with Broadcom in the effort, with Broadcom saying customers are increasingly turning to specialized XPUs for different workloads over GPUs. Should the announcements make Nvidia investors nervous? 10 stocks we like better than Meta Platforms › Nvidia (NASDAQ: NVDA) is known as the king of artificial intelligence (AI), but as the industry migrates from training large language models to inference, will its competitive moat hold up? Over the past week, even more competitive pressures emerged, with a big custom chip announcement from Meta Platforms (NASDAQ: META) and its chipmaking partner Broadcom (NASDAQ: AVGO). 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 » As more large customers migrate to custom XPU solutions, should Nvidia investors be worried about the competition? Meta launches four new chips On Wednesday, Meta unveiled four new artificial intelligence chips: The MTIA 300, MTIA 400, MTIA 450, and the MTIA 500. The 300 is optimized for Meta's core ranking & recommendation (R&R) workloads, which were Meta's dominant workload before generative AI. The 400, 450, and 500 are each for different types of inference workloads. The 400 can implement larger generative AI models for traditional R&R applications. The 450 then augments the 400's capabilities by doubling the high-bandwidth memory (HBM) capacity, and the 500 takes the 450's HBM higher by another 50% on top of that. Meta disclosed that while the 300 is in use now, the 400, 450, and 500 will be rolled out beginning in early 2027 for generative AI inference. Meta also elaborated on its chip design strategy, noting it uses a "modular" approach that enables it to iterate on new chip designs every six months, rather than the typical two-year c...
The iconic Nike (NYSE: NKE) has faced significant challenges over the past five years. The stock is down 11% so far in 2026, but overall has declined more than 50% since 2021. The brand is attempting a turnaround and return to athletic apparel glory, but it won't be easy or quick. The question for investors is: Should you buy Nike now? Let's explore the likelihood of the legendary athletic shoemak...
The iconic Nike (NYSE: NKE) has faced significant challenges over the past five years. The stock is down 11% so far in 2026, but overall has declined more than 50% since 2021. The brand is attempting a turnaround and return to athletic apparel glory, but it won't be easy or quick. The question for investors is: Should you buy Nike now? Let's explore the likelihood of the legendary athletic shoemaker's financial rebound. In the past five years, the S&P 500 has returned approximately 73%. Conversely, Nike, along with its largest competitors Adidas and Under Armour , struggled mightily. Adidas' stock in this same time frame has declined 51%, and Under Armour is down a staggering 65% as of March 10. This decline across major athletic apparel brands speaks more to the struggles of the entire sector as it contends with inflation, tariffs, and greater supply chain disruptions. The industry has also struggled to innovate and compete with niche brands that target specific sports and specializations. Continue reading
The post Best Energy Stocks by Ryan Peterson appeared first on Benzinga . Visit Benzinga to get more great content like this. The energy stocks sector is made up of companies that are highly involved in activities relating to the production, exploration, refining, or transportation of consumable fuels, such as coal, oil, and gas. These companies often engage in activities relating to constructing ...
The post Best Energy Stocks by Ryan Peterson appeared first on Benzinga . Visit Benzinga to get more great content like this. The energy stocks sector is made up of companies that are highly involved in activities relating to the production, exploration, refining, or transportation of consumable fuels, such as coal, oil, and gas. These companies often engage in activities relating to constructing or providing drilling equipment or oil rigs and handling energy-related services. This sector includes some of the world’s most well-known and largest companies, such as Exxon Mobil, Marathon Petroleum, Chevron Corp., and ConocoPhillips. Stocks in the energy sector, which are holistically represented by the Vanguard Energy ETF (VDE), has broadly outperformed the market as VDE has provided investors with a return of 93.61% over the past 12 months, above the S&P 500’s total returns of 23.88%. Here are the top traditional stocks with the highest growth, greatest value, strongest momentum, and most searches on Google. Quick Look at the Best Energy Stocks: (:) 0.000 [%] Buy Sell Trade Now Compare Brokers Day’s Range – 52 Week Range – Open Shares 0.00K Vol / Avg. 0.00K/0.00K Mkt Cap 0.00K Outstanding 0.00K Div / Yield /0% Payout Ratio 0.000 Total Float 0.00K (:) 0.000 [%] Buy Sell Trade Now Compare Brokers Day’s Range – 52 Week Range – Open Shares 0.00K Vol / Avg. 0.00K/0.00K Mkt Cap 0.00K Outstanding 0.00K Div / Yield /0% Payout Ratio 0.000 Total Float 0.00K Overview There are 2 basic categories of these stocks you can invest in — renewable and nonrenewable energy stocks. Companies that produce and distribute energy generated from resources of limited availability such as coal, natural gas and oil are categorized as nonrenewable energy stocks. Businesses that generate revenue from the production and distribution of energy from unlimited resources such as solar, wind and hydropower plants are considered clean or renewable energy stocks. Since there is tremendous demand for energy...
The Honda Prelude was never simply a car. It was an engineering thesis disguised as a coupe: compact, disciplined, and unapologetically technical. At its best, it distilled Honda’s faith in precision manufacturing and clever packaging into something accessible and aspirational. Its return for 2026, after more than a quarter century away, isn’t nostalgia so much as institutional memory. The Prelude...
The Honda Prelude was never simply a car. It was an engineering thesis disguised as a coupe: compact, disciplined, and unapologetically technical. At its best, it distilled Honda’s faith in precision manufacturing and clever packaging into something accessible and aspirational. Its return for 2026, after more than a quarter century away, isn’t nostalgia so much as institutional memory. The Prelude name carries expectations: balance over brute force, innovation over ornament, and a willingness to pursue mechanical elegance even when the market leans elsewhere. And it’s worth remembering that the original Prelude emerged during a turbulent period for the industry. Constraint, not excess, shaped it, which may explain why it felt so deliberate from the start. Read full article Comments
Crawford Investment Counsel Inc. lessened its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 7.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 138,933 shares of the enterprise software provider's stock after selling 10,732 shares during the period. Crawford Investment Counsel Inc.'s holdings in Oracle were worth $39,...
Crawford Investment Counsel Inc. lessened its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 7.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 138,933 shares of the enterprise software provider's stock after selling 10,732 shares during the period. Crawford Investment Counsel Inc.'s holdings in Oracle were worth $39,073,000 at the end of the most recent quarter. Other hedge funds and other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its position in Oracle by 2.8% during the 3rd quarter. Vanguard Group Inc. now owns 168,960,500 shares of the enterprise software provider's stock valued at $47,518,451,000 after purchasing an additional 4,681,626 shares in the last quarter. State Street Corp increased its stake in shares of Oracle by 1.7% during the second quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider's stock valued at $16,060,427,000 after buying an additional 1,252,723 shares during the period. Capital Research Global Investors raised its holdings in shares of Oracle by 1.2% in the third quarter. Capital Research Global Investors now owns 23,310,827 shares of the enterprise software provider's stock valued at $6,555,961,000 after acquiring an additional 266,588 shares in the last quarter. Norges Bank bought a new position in Oracle during the 2nd quarter worth about $4,275,378,000. Finally, Bank of New York Mellon Corp grew its holdings in Oracle by 0.8% during the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider's stock worth $3,357,572,000 after acquiring an additional 98,693 shares in the last quarter. Institutional investors own 42.44% of the company's stock. Get Oracle alerts: Sign Up Wall Street Analysts Forecast Growth Several research firms have recently commented on ORCL. KeyCorp reduced their price target on shares of Or...
TLDR Nvidia dominates AI chip market with superior revenue, margins, and cash flow Nvidia’s edge comes from its full software and hardware ecosystem, not just raw chip speed AMD is the most credible challenger but still far behind in AI accelerator revenue AMD’s bull case is becoming a reliable second supplier, not overtaking Nvidia Both stocks carry risks: Nvidia faces normalization, AMD faces ex...
TLDR Nvidia dominates AI chip market with superior revenue, margins, and cash flow Nvidia’s edge comes from its full software and hardware ecosystem, not just raw chip speed AMD is the most credible challenger but still far behind in AI accelerator revenue AMD’s bull case is becoming a reliable second supplier, not overtaking Nvidia Both stocks carry risks: Nvidia faces normalization, AMD faces execution risk 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Nvidia has become the default hardware platform for companies building artificial intelligence systems. Its data center business now drives most of its revenue, profit, and free cash flow. That makes it one of the most financially powerful hardware companies in history. The question investors are asking now is not whether AI demand is real. It is whether Nvidia can keep growing at the pace markets expect, and whether AMD can close the gap enough to matter. Nvidia’s Advantage Goes Beyond the Chip Nvidia sells more than processors. It sells a full platform that includes GPUs, networking hardware, systems, software tools, and developer resources. That full stack is deeply embedded in how companies build and run AI workloads. NVIDIA Corporation, NVDA For many customers, replacing Nvidia would mean rebuilding large parts of their AI infrastructure, not just swapping one chip for another. That makes the switching cost very high, and that is Nvidia’s most durable competitive advantage. Nvidia’s financial numbers reflect that position. Its data center revenue is operating at a scale that AMD has not come close to matching. Its profit margins and cash generation give it room to keep investing in the next product cycle. AMD’s Case as a Challenger AMD is the most credible rival to Nvidia in AI accelerators. It already runs a diversified chip business across data center, PCs, gaming, and embedded mar...
AT SEA - MARCH 02: (EDITOR’S NOTE: This Handout image was provided by a third-party organization and may not adhere to Getty Images’ editorial policy.) In this handout photo provided by the U.S. Navy, EA-18G Growler, attached to Electronic Attack Squadron (VAQ) 133, launches from the flight deck of Nimitz-class aircraft carrier USS Abraham Lincoln (CVN 72) in support of Operation Epic Fury on Marc...
AT SEA - MARCH 02: (EDITOR’S NOTE: This Handout image was provided by a third-party organization and may not adhere to Getty Images’ editorial policy.) In this handout photo provided by the U.S. Navy, EA-18G Growler, attached to Electronic Attack Squadron (VAQ) 133, launches from the flight deck of Nimitz-class aircraft carrier USS Abraham Lincoln (CVN 72) in support of Operation Epic Fury on March 2, 2026 in the Mediterranean Sea. (Photo by U.S. Navy via Getty Images) U.s. Navy | Getty Images News | Getty Images Tehran on Sunday vowed to kill Israeli Prime Minister Benjamin Netanyahu as the U.S.-Israel war on Iran continued to threaten oil supplies in the Gulf. "IRGC vows to pursue and kill 'child-killer' Netanyahu if he is still alive," Iran's IRNA news agency said in a post on X , referring to the country's Islamic Revolutionary Guard Corps. Israel in return targeted key members of Iran's leadership over the weekend. The Israel Defense Forces said they had " eliminated " two senior Iranian intelligence officials of the "Khatam al-Anbiya" Emergency Command. Late on Saturday, the IDF said in a post on X that it had struck the primary research center of the Iranian Space Agency and an aerial defense system production factory. Iran continued to retaliate against targets around the region. Israeli emergency services reported a "recent missile barrage" fired at central Israel, but said there were no known injuries. Israeli security forces check the damage to cars after a rocket strike in Holon, in the Tel Aviv District on March 15, 2026. (Photo by JACK GUEZ / AFP via Getty Images) / Jack Guez | Afp | Getty Images Meanwhile, oil-loading operations in the United Arab Emirates' port of Fujairah resumed on Sunday according to media reports, after being interrupted a day earlier due to a fire caused by falling debris from an intercepted drone. A spokesperson for Abu Dhabi's state oil giant, ADNOC, which operates in Fujairah, directed CNBC to the Fujairah Media Office, which...
XRP (XRP +1.87%) is down more than 60% during the past eight months, yet Ripple -- the company behind XRP -- has been on a tear, inking new deals with some of the largest financial institutions in the world, like Deutsche Bank, which is integrating Ripple's payment technology to improve efficiency in areas like cross-border payments. Tokenization -- the digitalization of real-world assets -- is bo...
XRP (XRP +1.87%) is down more than 60% during the past eight months, yet Ripple -- the company behind XRP -- has been on a tear, inking new deals with some of the largest financial institutions in the world, like Deutsche Bank, which is integrating Ripple's payment technology to improve efficiency in areas like cross-border payments. Tokenization -- the digitalization of real-world assets -- is booming, too; the Ripple's XRP Ledger now hosts $2.3 billion in tokenized real-world assets, up from under $1 billion at the start of the year. So why isn't XRP benefiting? Because most of Ripple's wins don't actually involve XRP. The core disconnect This is the core disconnect that XRP bulls have struggled with for years. Ripple, a closely held company, has genuine enterprise traction, but its most widely adopted product -- what was called RippleNet -- functions primarily as a messaging layer and doesn't require banks to touch XRP, and most don't. Expand CRYPTO : XRP XRP Today's Change ( 1.87 %) $ 0.03 Current Price $ 1.42 Key Data Points Market Cap $87B Day's Range $ 1.39 - $ 1.42 52wk Range $ 1.14 - $ 3.65 Volume 1.2B Ripple's liquidity feature -- what was called On-Demand Liquidity (ODL) -- is the primary way in which institutions make use of XRP. Except that Ripple's stablecoin, RLUSD, introduced at the end of 2024, can now be used in its place. The bottom line Ripple's business has never looked stronger. But that strength isn't flowing to XRP, and that's likely to continue. I wouldn't invest in XRP -- although I know plenty of people would disagree with me.
Key Points XRP is down significantly, even as Ripple inks major deals with institutions like Deutsche Bank and expands its tokenization business. Most of Ripple's activities and products don't actually require XRP. Ripple's own stablecoin, RLUSD, can now replace XRP as the key bridge asset in its payment systems. 10 stocks we like better than XRP › XRP (CRYPTO: XRP) is down more than 60% during th...
Key Points XRP is down significantly, even as Ripple inks major deals with institutions like Deutsche Bank and expands its tokenization business. Most of Ripple's activities and products don't actually require XRP. Ripple's own stablecoin, RLUSD, can now replace XRP as the key bridge asset in its payment systems. 10 stocks we like better than XRP › XRP (CRYPTO: XRP) is down more than 60% during the past eight months, yet Ripple -- the company behind XRP -- has been on a tear, inking new deals with some of the largest financial institutions in the world, like Deutsche Bank, which is integrating Ripple's payment technology to improve efficiency in areas like cross-border payments. Tokenization -- the digitalization of real-world assets -- is booming, too; the Ripple's XRP Ledger now hosts $2.3 billion in tokenized real-world assets, up from under $1 billion at the start of the year. 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 » So why isn't XRP benefiting? Because most of Ripple's wins don't actually involve XRP. The core disconnect This is the core disconnect that XRP bulls have struggled with for years. Ripple, a closely held company, has genuine enterprise traction, but its most widely adopted product -- what was called RippleNet -- functions primarily as a messaging layer and doesn't require banks to touch XRP, and most don't. Ripple's liquidity feature -- what was called On-Demand Liquidity (ODL) -- is the primary way in which institutions make use of XRP. Except that Ripple's stablecoin, RLUSD, introduced at the end of 2024, can now be used in its place. The bottom line Ripple's business has never looked stronger. But that strength isn't flowing to XRP, and that's likely to continue. I wouldn't invest in XRP -- although I know plenty of people would disagree with me. Should you buy stock in ...
Key Takeaways Wells Fargo expresses optimism for NVDA before GTC 2026, referencing historical data showing 3-month outperformance versus the SOX index ranging from +12% to +45% Bank of America maintains its Buy recommendation with a $300 price target, highlighting NVDA’s valuation at approximately 17x forward PE — a historical low point The chipmaker is anticipated to showcase its next-generation ...
Key Takeaways Wells Fargo expresses optimism for NVDA before GTC 2026, referencing historical data showing 3-month outperformance versus the SOX index ranging from +12% to +45% Bank of America maintains its Buy recommendation with a $300 price target, highlighting NVDA’s valuation at approximately 17x forward PE — a historical low point The chipmaker is anticipated to showcase its next-generation co-packaged optic switch along with developments in its Feynman GPU architecture and Kyber NVL576 systems The rise of agentic AI is creating renewed demand for CPUs — Nvidia’s Vera CPU has entered production and is operating in Meta facilities, with broader deployment scheduled for 2027 A developing supply shortage is affecting the CPU sector, with AMD and Intel reporting extended lead times of up to six months and price increases exceeding 10% Nvidia (NVDA) is approaching its yearly GTC conference scheduled for next week, and market analysts are paying close attention. The gathering, taking place March 16–19 in San Jose, California, has the potential to serve as a significant catalyst for the semiconductor giant’s shares — and possibly the wider chip industry. NVIDIA Corporation, NVDA Analysts at Wells Fargo, under the leadership of Aaron Rakers, stated they are “NVDA buyers ahead of the event.” The investment bank highlighted a trend of robust equity performance during the three-month period following previous GTC gatherings, with NVDA beating the SOX semiconductor index by approximately 30% on average, spanning a range from +12% to +45%. Vivek Arya, analyst at Bank of America, also confirmed a Buy rating alongside a $300 price target. He observed that the stock is presently valued at roughly 17x forward earnings — approaching a historical floor — after a successful Blackwell product launch that reportedly delivered an estimated $500 billion in aggregate revenue. CEO Jensen Huang is scheduled to present a keynote speech at 2 p.m. ET on Monday. He will additionally lead an...
Defense stocks are in demand again, thanks to the Iran war and the war in Ukraine. While the S&P 500 is down around 1% so far this year, the iShares U.S. Aerospace & Defense ETF is up more than 11%. There are obvious ways to benefit from this trend, such as investing in large-cap defense stocks such as L3Harris, Northrop Grumman, and Lockheed Martin. However, those giants are relatively stable, so...
Defense stocks are in demand again, thanks to the Iran war and the war in Ukraine. While the S&P 500 is down around 1% so far this year, the iShares U.S. Aerospace & Defense ETF is up more than 11%. There are obvious ways to benefit from this trend, such as investing in large-cap defense stocks such as L3Harris, Northrop Grumman, and Lockheed Martin. However, those giants are relatively stable, so their growth is less likely to escalate quickly. However, under-the-radar defense stocks such as AeroVironment (AVAV 2.42%) and Kratos Defense & Security Solutions (KTOS 2.16%) could deliver better returns because they have higher growth profiles. AeroVironment's growth is on autopilot AeroVironment makes small- and medium-sized drones, space-based platforms, directed energy systems, and cyberwarfare and electronic warfare products. Its drones have been battle-tested in Ukraine, and the conflict in Iran will no doubt lead to a call for more drone manufacturing by the U.S. and its allies. Expand NASDAQ : AVAV AeroVironment Today's Change ( -2.42 %) $ -5.12 Current Price $ 206.76 Key Data Points Market Cap $10B Day's Range $ 206.68 - $ 220.14 52wk Range $ 102.25 - $ 417.86 Volume 49K Avg Vol 1.8M Gross Margin 18.88 % The defense company's shares, while up more than 68% over the past year, are down more than 14% so far in 2026. The impetus for that decline was the company's fiscal 2026 third-quarter earnings report, which disappointed investors. In the quarter, which ended Jan. 31, AeroVironment lost $0.06 per share, compared to its earnings per share (EPS) of $0.16 in the prior-year period. However, revenue climbed 143% to $4.08 million. That rise was mainly due to its purchase of BlueHalo in May, which helped establish its market presence in larger drones, space technology, and autonomous underwater vehicles. AeroVironment also has a funded backlog of $1.1 billion. The reason management gave for the bottom-line issues was that it received fewer orders from the U.S. Space Fo...
Key Points Both AeroVironment and Kratos Defense & Security Systems have been growing their businesses through acquisitions. AeroVironment's shares are up by more than 68% over the past year. Kratos' shares have climbed by 200% in the past 12 months. 10 stocks we like better than Kratos Defense & Security Solutions › Defense stocks are in demand again, thanks to the Iran war and the war in Ukraine...
Key Points Both AeroVironment and Kratos Defense & Security Systems have been growing their businesses through acquisitions. AeroVironment's shares are up by more than 68% over the past year. Kratos' shares have climbed by 200% in the past 12 months. 10 stocks we like better than Kratos Defense & Security Solutions › Defense stocks are in demand again, thanks to the Iran war and the war in Ukraine. While the S&P 500 is down around 1% so far this year, the iShares U.S. Aerospace & Defense ETF is up more than 11%. There are obvious ways to benefit from this trend, such as investing in large-cap defense stocks such as L3Harris, Northrop Grumman, and Lockheed Martin. However, those giants are relatively stable, so their growth is less likely to escalate quickly. 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 » However, under-the-radar defense stocks such as AeroVironment (NASDAQ: AVAV) and Kratos Defense & Security Solutions (NASDAQ: KTOS) could deliver better returns because they have higher growth profiles. AeroVironment's growth is on autopilot AeroVironment makes small- and medium-sized drones, space-based platforms, directed energy systems, and cyberwarfare and electronic warfare products. Its drones have been battle-tested in Ukraine, and the conflict in Iran will no doubt lead to a call for more drone manufacturing by the U.S. and its allies. The defense company's shares, while up more than 68% over the past year, are down more than 14% so far in 2026. The impetus for that decline was the company's fiscal 2026 third-quarter earnings report, which disappointed investors. In the quarter, which ended Jan. 31, AeroVironment lost $0.06 per share, compared to its earnings per share (EPS) of $0.16 in the prior-year period. However, revenue climbed 143% to $4.08 million. That rise was mainly due to its ...
Institutional investor Circle Wealth Management LLC increased its stake in Alphabet Inc. by 10.9% in the third quarter. Got story updates? Submit your updates here. › Circle Wealth Management LLC raised its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 10.9% in the third quarter, according to the company's disclosure with the Securities & Exchange Commission. The fund now owns 76,483 share...
Institutional investor Circle Wealth Management LLC increased its stake in Alphabet Inc. by 10.9% in the third quarter. Got story updates? Submit your updates here. › Circle Wealth Management LLC raised its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 10.9% in the third quarter, according to the company's disclosure with the Securities & Exchange Commission. The fund now owns 76,483 shares of the information services provider's stock, worth approximately $18.6 million as of the most recent filing. Why it matters Alphabet, the parent company of Google, is one of the most widely held and influential technology companies in the world. Changes in institutional ownership of Alphabet shares can provide insights into market sentiment and investment trends around the company. The details Circle Wealth Management LLC, an investment management firm, increased its position in Alphabet by adding 7,539 shares during the third quarter. This brought the firm's total Alphabet holdings to 76,483 shares, making it the 26th largest position in its portfolio. Circle Wealth Management LLC disclosed the increased stake in Alphabet in a filing with the SEC on March 15, 2026. The players Circle Wealth Management LLC An investment management firm that owns a portfolio of stocks, including a position in Alphabet Inc. Alphabet Inc. The parent company of Google and a multinational technology conglomerate headquartered in Mountain View, California. Got photos? Submit your photos here. ›
Brevan Howard Capital Management LP raised its stake in shares of Astera Labs, Inc. (NASDAQ:ALAB - Free Report) by 151.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 186,984 shares of the company's stock after purchasing an additional 112,518 shares during the period. Astera Labs acc...
Brevan Howard Capital Management LP raised its stake in shares of Astera Labs, Inc. (NASDAQ:ALAB - Free Report) by 151.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 186,984 shares of the company's stock after purchasing an additional 112,518 shares during the period. Astera Labs accounts for 0.2% of Brevan Howard Capital Management LP's holdings, making the stock its 27th biggest position. Brevan Howard Capital Management LP owned about 0.11% of Astera Labs worth $36,611,000 as of its most recent filing with the Securities & Exchange Commission. Get Astera Labs alerts: Sign Up Other institutional investors have also modified their holdings of the company. Assetmark Inc. raised its position in shares of Astera Labs by 374.1% during the 3rd quarter. Assetmark Inc. now owns 128 shares of the company's stock worth $25,000 after purchasing an additional 101 shares during the last quarter. Clearstead Trust LLC boosted its holdings in Astera Labs by 46,100.0% in the 2nd quarter. Clearstead Trust LLC now owns 462 shares of the company's stock worth $42,000 after buying an additional 461 shares during the last quarter. Advisors Asset Management Inc. increased its stake in Astera Labs by 68.6% during the 2nd quarter. Advisors Asset Management Inc. now owns 477 shares of the company's stock worth $43,000 after buying an additional 194 shares in the last quarter. Manchester Capital Management LLC increased its stake in Astera Labs by 141.5% during the 2nd quarter. Manchester Capital Management LLC now owns 483 shares of the company's stock worth $44,000 after buying an additional 283 shares in the last quarter. Finally, Pinpoint Asset Management Singapore Pte. Ltd. acquired a new position in shares of Astera Labs during the third quarter valued at approximately $47,000. Institutional investors and hedge funds own 60.47% of the company's stock. Astera Labs Trading...
BlueSpruce Investments LP boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 19.9% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 2,510,134 shares of the semiconductor company's stock after buying an additional 417,331 shares during the period. Taiwan Semiconductor Manufacturing makes up 16.1% ...
BlueSpruce Investments LP boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 19.9% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 2,510,134 shares of the semiconductor company's stock after buying an additional 417,331 shares during the period. Taiwan Semiconductor Manufacturing makes up 16.1% of BlueSpruce Investments LP's portfolio, making the stock its 2nd largest holding. BlueSpruce Investments LP's holdings in Taiwan Semiconductor Manufacturing were worth $701,055,000 as of its most recent filing with the SEC. Several other large investors have also recently bought and sold shares of the stock. Fisher Asset Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 1.0% during the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company's stock worth $4,980,614,000 after acquiring an additional 168,171 shares during the period. Massachusetts Financial Services Co. MA grew its position in shares of Taiwan Semiconductor Manufacturing by 3.6% in the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company's stock valued at $4,401,448,000 after purchasing an additional 541,047 shares during the last quarter. Bank of America Corp DE increased its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% during the third quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company's stock worth $4,171,445,000 after purchasing an additional 130,173 shares during the period. Jennison Associates LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 4.5% during the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company's stock worth $3,516,692,000 after purchasing an additional 544,750 shares during the last quarter. Finally, Alliancebernstein L.P. lifted its holding...
In this article EPHE VNM THD EWY VLO CAAS USO DBE Follow your favorite stocks CREATE FREE ACCOUNT A fuel nozzle is inserted into a combustion engine at a petrol pump at a filling station during a refueling process. Picture Alliance | Picture Alliance | Getty Images Countries around the world have scrambled to cope with the fallout of the energy shock from the Iran war , imposing measures from fuel...
In this article EPHE VNM THD EWY VLO CAAS USO DBE Follow your favorite stocks CREATE FREE ACCOUNT A fuel nozzle is inserted into a combustion engine at a petrol pump at a filling station during a refueling process. Picture Alliance | Picture Alliance | Getty Images Countries around the world have scrambled to cope with the fallout of the energy shock from the Iran war , imposing measures from fuel export bans, loosening refining standards, and even getting workers to climb stairs instead of taking elevators. This comes as the Iran war stretches into its third week, and despite U.S. President Donald Trump proclaiming that the U.S. has "won," the effects of the war, especially on the energy market, continue to be felt. From the serious... Naturally, some nationwide measures include trying to have as much fuel in country, so as to avoid having to rely on imported fuel. On Thursday, China ordered refiners to stop refined fuel exports so as to mitigate potential domestic fuel shortages, according to Reuters. Sources told the agency that the ban was issued by the National Development and Reform Commission, and includes shipments of gasoline, diesel and aviation fuel. CNBC attempted to reach the NDRC for comment, but did not receive an immediate reply. Other major countries are considering or have imposed price caps for fuel products. On Monday, Japanese Prime Minister Sanae Takaichi said that Tokyo was considering steps to cushion the economic blow from rising fuel costs, including curbing gasoline prices. Takaichi was quoted by Japanese media on Thursday as saying she plans to cap pump prices at an average of 170 yen ($1.07) per liter nationwide, adding that gasoline prices could potentially hit 200 yen per liter. Tokyo also conducted a unilateral release of crude from its own stockpiles, without waiting for coordination with other nations. Japan has been particularly badly hit by the war in Iran, as the world's third-largest economy needs to import almost all of its en...