Oracle (ORCL) Eases Investor Concerns with Strong Contracts and Revenue Growth GuruFocus

Andrii Yalanskyi/iStock via Getty Images Alternative AI bets I’ve seen my fair share of articles these days regarding the AI trade. Regardless of the details of the bulls and bears, what I see is a deep sense of uncertainty combining high valuation premiums and an unclear profit outlook. This uncertainty has motivated me to look past the most visible AI players and explore alternative ideas. Against this backdrop, the thesis in this article is to present two ideas. Firstly, I will argue that under the current valuation of AI stocks, a better AI bet is to pivot away from direct AI stocks and toward assets that harness AI indirectly. I will explain why the aerospace and defense sub-sector serves as such an idea and is my pro-AI bet. Defense companies are often the ones that benefit more quickly from technological breakthroughs, such as AI, machine learning, and various autonomous technologies. The ongoing Iran conflict serves as another demonstration of this notion, as I see it. The defense sector is well-positioned from a secular point of view given the defense budgets both in the US and its close allies, where we have detailed our thoughts in a recent article focused on Japan and Korea . In the meantime, the sector is also more reasonably valued in my assessment than pure-play AI stocks. Secondly and conversely, I also want to invite you to take a look at the distiller and vintner sub-sector. This sector represents a durable anti-AI play in my view. Whenever I see a disruptive technology emerging, I am always reminded of the following conversation Warren Buffett had with Bill Gates when the internet was taking over the world. Gates was arguing that the rise of the internet was going to change everything, but Buffett disagreed. He said that while the internet might change the way people do some things, it's not going to change the basic human need for things like chewing gum. I believe the same argument applies equally well to spirit stocks, which are extremely attra...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Nebius Group (NasdaqGS:NBIS) agreed a five year, US$27b AI infrastructure supply deal with Meta Platforms. The agreement covers dedicated AI cloud capacity for Meta across multiple global locations. Meta also committed to buy unsold additional capacity under the arrangement. Nebius Group runs an AI focused cloud platform, and this Meta agreement immediately puts the company alongside some of the largest suppliers of dedicated AI infrastructure. For readers tracking AI spending, it adds another large, multi year contract to the list of commitments from big technology platforms to secure access to compute and networking resources. For Nebius Group, the Meta deal introduces a substantial contracted revenue stream and raises the company’s profile with large enterprises that are ramping up AI workloads. Investors watching NasdaqGS:NBIS may now be looking more closely at how this contract shapes Nebius’s capacity build out, capital needs, and the mix between dedicated and shared AI cloud services over the next several years. Stay updated on the most important news stories for Nebius Group by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Nebius Group. NasdaqGS:NBIS Earnings & Revenue Growth as at Mar 2026 We've flagged 3 risks for Nebius Group. See which could impact your investment. The US$27b, five year AI infrastructure agreement with Meta Platforms is a step change in scale for Nebius Group. Around US$12b is tied to dedicated GPU clusters and related storage and connectivity, while a further US$15b depends on Meta taking unsold capacity that Nebius first offers to other customers. That structure gives Nebius both contracted visibility and an embedded buyer of any spare compute tied to these deployments. It also leans on Nebius’s access to Nvidia’s Vera Rubin platform, which is designed f...

BioCryst Pharmaceuticals ( BCRX ) rose 15% amid takeover speculation. There's some talk that BioCryst ( BCRX ) may be a takeover target, according to traders, who cited a Betaville "uncooked" alert that was circulating on Monday. Some people following the matter have heard that the party interested in BioCryst ( BCRX ) may be a US-based biopharma with a market cap of more than $15 billion, according to the report. BioCryst ( BCRX ) has a market cap of $2 billion. More on BioCryst Pharmaceuticals BioCryst Pharmaceuticals, Inc. (BCRX) Q4 2025 Earnings Call Transcript BioCryst Pharmaceuticals, Inc. 2025 Q4 - Results - Earnings Call Presentation BioCryst: The $700 Million Pivot From Oral Convenience To Injectable BioCryst outlines $625M–$645M 2026 ORLADEYO revenue target as HAE pipeline advances BioCryst Pharmaceuticals GAAP EPS of $1.12 beats by $1.07, revenue of $406.55M beats by $255.23M

A 10-core AMD Medusa Point CPU has just shown up on Geekbench, likely the AMD Ryzen AI 9 565. Medusa Point is slated to use Zen 6 CPU cores and is expected to debut sometime in 2027. 4 Reviews ← exclude selected types ← exclude selected tags AMD’s next-gen laptop CPU, codenamed Medusa Point, has just shown up on Geekbench under the AMD Plum-MDS1 moniker. An earlier roadmap suggested it would launch sometime in 2027. If previous AMD launches are anything to go by, it will surface at CES. Medusa Point will be one of the first products to use Team Red’s new Zen 6 CPU cores. While the listing does not explicitly name any SKU by name, Geekbench’s backend reveals it is a Ryzen 9 model, likely the Ryzen AI 9 565 (tentative). It scores 1,210 and 7,323 points in Geekbench 6.6’s single and multi-core tests, respectively. It has ten CPU cores and 32 MB of cache, a notable upgrade over the 24 MB offered by Gorgon Point. Because it is an engineering sample, the Ryzen AI 9 565 tested here is not operating at its full capacity, as exhibited by its boost clock of 2.3 GHz. Unfortunately, the listing does not break down the CPU core layout. If a previous leak is accurate, Medusa Point will come with at least two low-power cores, with the remaining clusters running four Zen 6 and four Zen 6c cores. Unfortunately, the iGPU is not slated to get an RDNA5 upgrade, with numerous rumours stating it will stick with RDNA 3.5.

Palantir and GE Aerospace Are Working Together on Military Aircraft. Is PLTR or GE Stock a Better Buy Here? FinancialContent

DHS Secretary Kristi Noem testifies during the House Judiciary Committee hearing titled "Oversight of the Department of Homeland Security," in Rayburn building on Wednesday, March 4, 2026. Tom Williams | Cq-roll Call, Inc. | Getty Images The top Democrats on the House and Senate Judiciary committees are calling on Attorney General Pam Bondi to investigate whether departing Homeland Security Secretary Kristi Noem lied under oath before Congress. Sen. Dick Durbin , D-Ill., the ranking member on the Senate panel, and Rep. Jamie Raskin , D-Md., the top Democrat on the House committee, sent a referral to Bondi on Monday saying Noem may have violated statues prohibiting perjury and making false statements to Congress when she appeared before their committees on March 3 and March 4. "A number of her statements appear to violate criminal statutes prohibiting perjury and knowingly making false statements to Congress," the lawmakers wrote, focusing on her statements that the department hadn't violated court orders related to its immigration enforcement. Read more CNBC politics coverage Trump-Xi China summit may be delayed if Trump wants to stay in Washington for Iran war: Bessent Democrats blast FCC Chair Carr’s broadcast license threats as anti-First Amendment, ‘totalitarian’ DOJ to appeal judge’s block of subpoenas to Fed in Jerome Powell criminal investigation President Donald Trump fired Noem earlier this month after her testimony and tapped Sen. Markwayne Mullin , R-Okla., to replace her. Mullin will need to be confirmed by his Senate colleagues before taking over DHS and will appear before the Senate Homeland Security & Governmental Affairs Committee on Wednesday. The Department of Homeland Security and the Department of Justice did not immediately respond to requests for comment on Monday. According to Durbin and Raskin, Noem falsely claimed on multiple occasions that DHS had not violated any court orders. "Those statements were false. DHS has repeatedly defied court o...

While Amazon’s previous lineup of Echo speakers and smart displays was boring, frankly, its late 2025 hardware refresh brought better hardware, improved performance, and Alexa Plus to several models. If you feel like your room(s) could benefit from speakers to deliver tunes, audiobooks, or podcasts to more corners of your home, or screens to show recipes, photos, or videos, there are some great early Big Spring Sale deals that are worth checking out. In terms of smart displays, Amazon’s Echo Show 11 is a great deal at $169.99 (was $219.99), while the smaller Echo Show 8 with an 8.7-inch screen is $139.99 (was $179.99). Our Jennifer Pattison Tuohy has used both, and considers their screens “light-years ahead” of the previous model, though the larger device has a 1080p screen while the smaller is at 720p resolution. Moving to speakers, the $189.99 (usually $219.99) Echo Studio gives the Apple HomePod 2 a run for its money, with room-filling sound and Atmos support. Even Amazon’s smaller, cheaper Echo Dot Max at $74.99 (was $99.99) is a solid value, thanks to its improved design and performance. Here are all of the deals in one place: Echo Show 11 The Echo Show 11 features an 11-inch screen and 1080p resolution. It includes Alexa Plus and can be used as a smart home hub, supporting Thread, Matter, and Zigbee smart home protocols. Where to Buy: $219.99 $169.99 at Amazon $219.99 $169.99 at Best Buy Echo Show 8 The updated Echo Show 8 features an 8-inch display with 720p resolution, wider viewing angles, and higher contrast. It includes a 13MP camera, new stereo speakers, and supports Alexa Plus, while doubling as a smart home hub with support for Zigbee, Matter, and Thread. Where to Buy: $179.99 $139.99 at Amazon $179.99 $139.99 at Best Buy Amazon Echo Studio (2025) The latest Echo Studio is 40 percent smaller than its predecessor, but packs better sound. It’s the better choice compared to the Echo Dot Max if you intend to listen to a lot of spatial audio. Read our revie...

Meta shares rise amid reports of potential 20% workforce cut Proactive uses images sourced from Shutterstock Shares of Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) were up around 2.4% on Monday amid reports that the social media and technology giant is considering layoffs that could affect as much as one-fifth of its workforce. The potential job cuts are aimed at offsetting rising costs from the company’s artificial intelligence infrastructure and preparing for efficiencies from AI-assisted operations, according to three sources familiar with the matter who spoke to Reuters. The timing and exact scale of the reductions have not been finalized. Top executives at Meta have reportedly shared the proposed plans with senior leadership, marking what could become the company’s largest workforce restructuring since late 2022 and early 2023. At that time, Meta cut roughly 11,000 jobs in November 2022, representing about 13% of its workforce, and followed with an additional 10,000 layoffs months later. Jefferies analysts noted that a 20% reduction in headcount “would reinforce that AI is beginning to deliver real productivity gains at scale, while helping offset a significant AI capital expenditure ramp.” The firm added that the move could improve margins not just at Meta, but potentially across the tech and software sectors as investors reassess the relationship between headcount, growth, and profitability. Jefferies estimates that every $1 billion in expense reduction could add roughly $0.40 to Meta’s fiscal 2026 earnings per share, reaffirming the stock as their top pick.

Meta shares rise amid reports of potential 20% workforce cut Proactive financial news

Shares of Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) were up around 2.4% on Monday amid reports that the social media and technology giant is considering layoffs that could affect as much as one-fifth of its workforce. The potential job cuts are aimed at offsetting rising costs from...

Micron is on track to finish with a $500 billion market cap for the first time on record, less than six months after passing the $200 billion threshold.

Micron’s stock climbs, putting a big milestone in sight MarketWatch

Meta shares rise amid reports of potential 20% workforce cut Proactive Investors

SLM Iceberg SICAV (SLMICEBERGSI.BC) 風險 Yahoo 財經

约 20 万人将开始失去商业驾照，消费者或面临物价上涨 2023 年，得克萨斯州维加市维加卡车停靠站旁的旁遮普餐厅外，一辆卡车停在路边。 根据特朗普政府一项于周一正式生效的新规，约 20 万名移民卡车司机的商业驾照到期后将不再续期，他们将逐步失去从业资格。 美国交通部的这项规定，将给本就困境重重的卡车运输业带来冲击。在伊朗战争导致能源成本飙升的当下，卡车运输业对全美货物运输至关重要。 新规核心内容 该规定禁止 寻求庇护者、难民以及童年入境暂缓遣返计划（DACA） 受益者申请商业驾照。这是特朗普政府在去年夏天多起备受关注的事故后，针对移民卡车司机展开的系列限制措施之一。 现有有效驾照不会立即失效，而是在到期后被收回 。 司机案例：生计面临崩塌 来自宾夕法尼亚州的 41 岁俄罗斯籍寻求庇护者阿列克谢・谢苗诺夫斯基，自 2020 年起从事长途货运，他的驾照将于今年 9 月到期失效。 “我的驾驶记录干干净净，没有事故，没有违规，我也正常纳税。” 谢苗诺夫斯基说，他是起诉特朗普政府、试图推翻该规定的原告之一。“他们就因为我是移民，没做任何违法的事，却要把我置于死地。” 据美国联邦汽车运输安全管理局数据，全美约有 20 万名移民持有商业驾照，占总数的 5%。 行业背景：移民填补劳动力缺口 卡车是美国国内货物运输的主要方式，从食品、重型机械到危险品，全美超过 70% 的货运量依赖卡车运输。该行业因工作时间长、薪资低、路况危险且长期离家，人员流失率居高不下。在美国本土从业者不断离开的背景下，移民在日益恶化的工作条件和放松管制的环境下，成为填补缺口的主力。 政府立场：以安全为由收紧限制 根据 2 月 11 日公布的规定，无论是否拥有美国合法工作许可，持有各类临时保护身份的移民均不得再申请商业驾照。 “长期以来，美国允许危险的外国司机滥用我们的驾照发放体系，给道路安全带来严重破坏。” 美国交通部长肖恩・P・达菲在上月宣布新规时表示。 自去年夏天起，特朗普政府以多起涉及移民卡车司机的致命事故为由，推动出台这些新限制。达菲称，移民司机的境外驾驶记录往往无法核查。他还暗示，非法获取驾照的移民压低了美国本土卡车司机的薪资和工作条件。在美国，非公民必须获得工作许可才能申请商业驾照。 反对声音：无证据的歧视 新规反对者认为，特朗普政府在 没有证据表明移民司机事故率更高 的情况下，对移民进行歧视。无...

伊朗最高国家安全委员会秘书拉里贾尼今天（3月16日）晚上发表“致全世界穆斯林和伊斯兰国家的信”，表示伊朗遭遇了美国和以色列在谈判期间的“欺骗性攻击”，称此类攻击的目的是分裂伊朗，美以因此遭到了伊朗人民的坚决抵抗。信中表示，尽管“除了极少数情况，没有一个伊斯兰国家真正援助过伊朗人民，即便是声援也只是在政治层面”，但伊朗人民以坚定的意志打击敌人，使对方陷入了“无法摆脱的战略困境”。拉里贾尼在信中称美国对伊斯兰国家“没有忠诚可言”，呼吁相关国家思考自身及整个地区的未来，并考虑在战争中选边站队，强调团结一致保障各国的安全、繁荣和独立。（央视新闻）

"It was not an alliance that was designed for one of the allies to go on a war of choice and then oblige everybody else to follow," he said. "I'm not sure that's the sort of Nato that any of us wanted to belong to."

格隆汇3月16日｜南非外交事务主任赞恩·丹戈尔表示，尽管美国施压，南非仍不会断绝与伊朗的关系。目前，南非与华盛顿之间的紧张关系因比勒陀利亚对以色列提起的加沙诉讼、黑人赋权法案以及一项针对南非白人的难民计划而加剧。

AMD and Celestica Partner on AI Infrastructure Platform GuruFocus

Qualcomm (QCOM) Downgraded by Seaport Research Amid Market Chall GuruFocus

Reliance Industries Ltd. signed a $3 billion agreement with South Korea’s Samsung C&T Corp. for supplying green ammonia, as billionaire Mukesh Ambani pushes to build a renewable energy portfolio. The binding, long-term supply and purchase agreement is for 15 years starting in the second half of the year ending March 2029, the Indian conglomerate said in a statement to exchanges Monday. The agreement is the first in a series of partnerships that will support the expansion of Reliance’s new energy unit, it said. The pact, which Reliance said is among the largest agreements of its kind globally, will make India an exporter of green fuels. The deal aligns with the country’s aim to become a global hub for production and export of green hydrogen and its derivative products, such as green ammonia and green methanol. Reliance is developing a new energy platform that spans renewable energy, energy storage, green hydrogen, and downstream green fuels and chemicals, along with in-house manufacturing of critical clean-energy technologies. It had announced four gigafactories in 2021 as part of a $10 billion investment push to pivot away from its fossil-fuel business. Read More: Reliance Halts Cell-Making Plans After Failed Bid for China Tech

伦敦金属交易所（LME）的铜、锌、铝及其他合约已暂停交易。 该交易所的一位发言人在电话中表示暂时无法置评。 责任编辑：丁文武

Apple shares are trending higher. Why is AAPL stock advancing? AirPods Max 2 Available On March 25 The new headphones, starting at $549, have several intelligence features including live translation, voice isolation and conversation awareness. Live translation is powered by Apple Intelligence. The new AirPods Max also unlock creative possibilities for podcasters, musicians and content creators, with useful features like studio-quality audio recording and camera remote. “With the incredible performance of H2, AirPods Max are upgraded with up to 1.5x more effective ANC for the ultimate all-day listening experience,” said Eric Treski, Apple’s director of Audio Product Marketing. “The sound quality is remarkably clean, rich, and acoustically detailed — and when combined with capabilities like Personalized Spatial Audio, AirPods Max 2 deliver a profoundly immersive experience.” AirPods Max 2 will be available to order starting March 25 in five colors, with availability beginning early next month. AAPL Stock Trades Below Key Averages Apple shares are trading higher on Monday as risk-on sentiment lifts mega-cap tech alongside a broad market rally. The Nasdaq is up 1.43% while the S&P 500 has gained 1.32%, and Technology (XLK) is leading sectors higher with a 1.81% gain. Apple is trading 3.7% below its 20-day SMA and 5.4% below its 100-day SMA, showing the stock is still working through a short-to-intermediate pullback even as the longer-term trend holds with shares 3.1% above the 200-day SMA. Over the past 12 months, the stock is up 18.24%, and it's currently positioned closer to its 52-week high than its 52-week low. The RSI is at 34.05, which sits in neutral territory but closer to oversold conditions than overbought. Meanwhile, MACD is at -2.6161 and remains below its signal line at -1.1684, keeping bearish pressure in place despite Monday's bounce. The combination of RSI in the 30–50 range and bearish MACD suggests mixed momentum. Key Resistance : $276.50 : $276.50 Key...

格隆汇3月16日｜理想汽车(LI.US)美股涨超6%报18.44美元。消息上，理想汽车日前公告25Q4净利润0.2亿元，同比-99%，环比-103%。考虑到公司智能化属性突出，积极推动组织变革，国泰海通证券公司维持港股“增持”评级。该行指，公司于3 月正式推出门店合伙人制度，通过扩大店长权限、强化经营责任，推动其从销售管理者向经营者转型，旨在从机制上改善过往选址与店效问题。同时，公司持续优化渠道布局，关闭低效门店。认为该系列举措有助于提升终端运营质量，为销售增长与品牌建设提供可持续支撑。

FinkAvenue Lululemon ( LULU ) is projected to report a 22% decline in its fourth-quarter earnings on March 17, after the closing bell, while revenue is expected to dip marginally by about 0.8%. The consensus EPS estimate is $4.78, while revenue is expected to come in around $3.58B, both of which are around the higher end of the company’s updated guidance. In January, the sportswear firm said it expected Q4 net revenue and diluted earnings per share to be at the high end of the previously guided ranges on the back of strong holiday performance. It guided revenue in the range of $3.5B to $3.585B and earnings per share of $4.66 to $4.76. Over the last 1 year, LULU has beaten EPS estimates 100% of the time and has beaten revenue estimates 75% of the time. Over the last 3 months, EPS estimates have seen 7 upward revisions and 5 downward. Revenue estimates have seen 8 upward revisions and 6 downward. Analysts believe investors will be looking out for the company’s North American growth trends. In recent quarters, North America has posted low single-digit growth, while international markets have contributed strongly. They will also keep a keen eye on whether the company’s recently announced strategies have made any positive contributions. The Lululemon management is targeting 35% new style penetration by spring 2026 and compressing the product development cycle from 18-24 months down to 12-14 months. Meanwhile, they also recently launched the “Unrestricted Power” training platform featuring the new PowerLu fabric designed for heavy lifting and high-intensity workouts, a move that could bolster pricing power, according to Seeking Alpha analyst Joshua Pilgreen . Additionally, any announcements related to the appointment of a new CEO could serve as an upside catalyst, as per another analyst, Hawkinvest . Tariffs could remain an issue impacting guidance for 2026, with the potential to put pressure on margins, the analyst also noted. More on Lululemon lululemon: A Bargain Buy A...

5./15 WEST/iStock Unreleased via Getty Images It’s difficult to escape the fact that there is a lot of selling pressure in today’s stock market. But for investors with strong patience for near term volatility and a longer term horizon, this year’s dip is an excellent time to go bargain hunting. The core question I ask when I evaluate value stocks is: is the stock down due to structural changes that will be difficult to reverse (ie, AI completely upending its business and making its product less marketable) or is it down due to transitory factors? Pinterest ( PINS ), in my view, belongs in that “transitory headwind” category. The social media company, which earns a large chunk of its revenue from ad dollars specifically from retail brands, is suffering from the cyclical downturn in consumer spending, and brands’ responding cut to growth budgets. But we do have to ask ourselves: after falling 30% so far this year, at what point does Pinterest become truly oversold? Data by YCharts I last wrote a buy article on Pinterest in November, when the stock was sitting at $25 per share. Needless to say, my buy call was ill timed. But again, I think Pinterest is down due to temporary cyclical factors, while its user data continues to showcase a robust buildup of active users in key regions. Amid still furious growth in adjusted EBITDA that’s making Pinterest’s valuation multiples even more appealing, I’m reiterating my buy rating here. In my view, these are the core reasons to be long on Pinterest: Differentiated, interest-based social media. I view Instagram, TikTok, and Snapchat as competing for the same use case and style of users: people following content and making personal posts. Pinterest, however, is centered around shared interest topics rather than on individuals, making it a unique social media experience that users turn to whether they also use Instagram or not. Highly intentional user base that is conducive to brand advertising. The company’s orientation around prod...

美股異動丨理想汽車漲超6% 績後獲機構唱好 AASTOCKS.com