On February 17, 2026, Superstring Capital Management disclosed a new position in Definium Therapeutics (DFTX 2.76%), acquiring 425,202 shares in the fourth quarter. What happened According to a SEC filing dated February 17, 2026, Superstring Capital Management reported acquiring 425,202 shares of Definium Therapeutics. The quarter-end value of this new stake was $5.69 million, reflecting the new share purchases. What else to know The DFTX position is new and accounts for 3.05% of Superstring Capital Management LP’s reportable U.S. equity assets as of December 31, 2025. Top five holdings after the filing: NASDAQ: CDTX: $18.80 million (10.1% of AUM) NASDAQ: TERN: $17.93 million (9.6% of AUM) NASDAQ: URGN: $16.82 million (9.0% of AUM) NASDAQ: COGT: $13.01 million (7.0% of AUM) NASDAQ: DVAX: $8.08 million (4.3% of AUM) As of Wednesday, Definium Therapeutics shares were priced at $17.43, up 170% over the past year and well outperforming the S&P 500’s roughly 19% gain in the same period. Company overview Metric Value Market capitalization $1.7 billion Net income (TTM) ($183.8 million) Price (as of e $17.43 Company snapshot Definium Therapeutics develops clinical-stage pharmaceutical products targeting brain health disorders, including MM120 for generalized anxiety disorder and attention deficit hyperactivity disorder, and MM402 for autism spectrum disorder. The company operates a research-driven business model, generating value through the development and advancement of novel therapeutics, with future revenues expected from the commercialization or licensing of its drug candidates. Primary customers are anticipated to be healthcare providers, hospitals, and specialty clinics treating neurological and psychiatric conditions, as well as potential pharmaceutical partners. Definium Therapeutics is a clinical-stage biopharmaceutical company focused on innovative treatments for brain health disorders. The company leverages a pipeline of differentiated drug candidates, targeting...

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is starting to frame what comes after chatbots, with CEO Jensen Huang calling OpenClaw the next ChatGPT and hinting that AI is moving into a more autonomous phase. Speaking during Nvidia's GTC event, Huang kept coming back to how simple this shift could be. He said OpenClaw already stands out as one of the most widely adopted open-source AI projects, and the big unlock is that you can create an AI agent with just 1 line of code. From there, the agent can carry out tasks on its own. Nvidia is now trying to bring that idea into the enterprise through NemoClaw, a new effort that combines OpenClaw's flexibility with the kind of security and privacy companies actually need. Investors didn't miss it. In Hong Kong, MiniMax jumped as much as 14%, while Zhipu climbed up to 11%. UCloud also moved higher in Shanghai, as the market started connecting the dots around a potential AI agent ecosystem forming around Nvidia.

伊朗将全力打击美相关石油设施 2026-03-18 23:14:03 来源： 同花顺7x24快讯 分享 伊朗伊斯兰革命卫队海军司令坦西里今天(3月18日)警告说，伊朗现已将美国相关的石油设施与美军基地同等对待，将全力打击。他呼吁相关设施工人及附近居民远离避难。(CCTV国际时讯)

Citi lowers PT on Broadcom Inc. (AVGO) stock msn.com

Citi lowers PT on Broadcom Inc. (AVGO) stock MSN

日本第二轮投资与贷款承诺将瞄准下一代核反应堆、燃气发电等项目。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Source: Bloomberg, 3:58

Earnings Call Insights: Hello Group Inc. (MOMO) Q4 2025 Management View COO Sichuan Zhang highlighted, "our domestic business faced fresh external headwinds" in the second half of 2025 but noted the company "kept our cash cow business stable while sustaining a healthy ecosystem." Zhang introduced a new geographic revenue breakdown for 2025, emphasizing transparency amid a "structural transition towards overseas growth." Overseas revenue became a "solidified revenue contributor and a key engine for our future growth." Zhang reported Q4 total group revenue of RMB 2.58 billion, with domestic revenue at RMB 1.97 billion and overseas revenue reaching RMB 608 million, which marked a 70% year-over-year increase and lifted overseas revenue to 24% of total group sales. Adjusted operating income was RMB 354 million, up 26% year-over-year with a 13.7% margin. For fiscal 2025, total group revenue was RMB 10.37 billion, with overseas revenue at RMB 2 billion, up 71% year-over-year, now accounting for 19% of total revenue. Zhang described the overseas segment as a "robust gains in both scale and quality" driver, propelled by product launches and acquisitions such as Happn. The Board approved a special cash dividend of USD 0.28 per ADS, approximately USD 42.6 million, representing 30% of adjusted net income. CFO Cathy Peng stated, "Total revenues for the fourth quarter 2025 was RMB 2.58 billion, down 2% year-on-year and 3% quarter-on-quarter. Non-GAAP net income attributable to the company was RMB 281.3 million compared to RMB 230.5 million in the same period of 2024 and RMB 404.5 million in the previous quarter." Peng detailed that non-GAAP gross margin for Q4 was 37.8%, and non-GAAP operating income was RMB 354.1 million with a 13.7% margin. Outlook Zhang outlined that for Q1 2026, revenue is estimated between RMB 2.3 billion and RMB 2.4 billion, with Mainland China business expected to decline by mid- to high teens percentage-wise and overseas revenue projected to grow by high ...

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) may finally be getting a door back into China, with reports saying it has secured approval to sell its H200 AI chips in the country. According to Reuters, the move would allow Nvidia to restart shipments of one of its most important chips into a market that has been largely restricted. The H200 sits just below its latest Blackwell lineup and ahead of the upcoming Vera Rubin platform, so it is still very much part of the current AI buildout. This comes after the U.S. allowed certain advanced chip sales to China under a 25% fee, later backed by tariffs on products like the H200 and AMD's MI325X. What makes this more interesting is that demand already seems to be there. Jensen Huang said Nvidia has received purchase orders from Chinese customers and is now working to restart manufacturing, which suggests this could ramp quicker than expected. The company is also said to be preparing adjusted versions of its AI chips that fit within export rules.

Can Palantir Technologies Sustain Its Growth? Narrative vs. Reality Yahoo Finance

The central question for Palantir Technologies Inc. PLTR investors is simple: Can Palantir sustain its current growth rate? The answer increasingly hinges on a dominant factor: how durable its competitive positioning is in a rapidly evolving AI landscape. Artificial intelligence is not a static market. It is shifting at a pace where long-term visibility remains limited, even for the most sophisticated players. Yet, over the past two years, Palantir’s valuation has reflected a level of confidence that assumes a clear and sustained leadership trajectory. That assumption may be optimistic. A useful comparison emerges when looking at Microsoft MSFT and NVIDIA NVDA. Microsoft has leveraged its scale, enterprise relationships and ecosystem control to embed AI deeply across its offerings. Microsoft continues to expand AI monetization through cloud and productivity tools, reinforcing its competitive moat. Microsoft’s ability to integrate AI at scale highlights how incumbents can quickly consolidate leadership. At the same time, NVIDIA dominates the infrastructure layer powering AI workloads. NVIDIA benefits from unmatched demand for its GPUs, making it a foundational enabler of the entire AI ecosystem. NVIDIA’s positioning allows it to capture value regardless of which application layer company wins. NVIDIA’s advantage underscores how critical infrastructure players can outcompete application-focused firms over time. Palantir, while strong in enterprise AI deployment, operates in a layer where competition is intensifying. Larger players possess deeper resources, broader distribution and the ability to iterate faster. In technology markets, leadership can shift quickly, and today’s advantage does not guarantee tomorrow’s dominance. Ultimately, Palantir’s growth sustainability depends less on current momentum and more on whether it can defend its niche as competition scales. Without clear evidence of durable differentiation, the stock’s valuation may remain vulnerable to shif...

Can Palantir Technologies sustain its growth? Narrative vs. reality MSN

Meta converts New York City pop-up store into permanent retail location Proactive financial news

The central question for Palantir Technologies Inc. PLTR investors is simple: Can Palantir sustain its current growth rate? The answer increasingly hinges on a dominant factor: how durable its competitive positioning is in a rapidly evolving AI landscape. Artificial intelligence is not a static market. It is shifting at a pace where long-term visibility remains limited, even for the most sophisticated players. Yet, over the past two years, Palantir’s valuation has reflected a level of confidence that assumes a clear and sustained leadership trajectory. That assumption may be optimistic. A useful comparison emerges when looking at Microsoft MSFT and NVIDIA NVDA. Microsoft has leveraged its scale, enterprise relationships and ecosystem control to embed AI deeply across its offerings. Microsoft continues to expand AI monetization through cloud and productivity tools, reinforcing its competitive moat. Microsoft’s ability to integrate AI at scale highlights how incumbents can quickly consolidate leadership. At the same time, NVIDIA dominates the infrastructure layer powering AI workloads. NVIDIA benefits from unmatched demand for its GPUs, making it a foundational enabler of the entire AI ecosystem. NVIDIA’s positioning allows it to capture value regardless of which application layer company wins. NVIDIA’s advantage underscores how critical infrastructure players can outcompete application-focused firms over time. Palantir, while strong in enterprise AI deployment, operates in a layer where competition is intensifying. Larger players possess deeper resources, broader distribution and the ability to iterate faster. In technology markets, leadership can shift quickly, and today’s advantage does not guarantee tomorrow’s dominance. Ultimately, Palantir’s growth sustainability depends less on current momentum and more on whether it can defend its niche as competition scales. Without clear evidence of durable differentiation, the stock’s valuation may remain vulnerable to shif...

Marc Dufresne The Bank of Canada kept its target for its overnight rate at 2.25%, with the bank rate at 2.5% and the deposit rate at 2.20%, the central bank said on Wednesday. Recent data points to weaker economic activity, elevated uncertainty, and risk to growth tilted to the downside. At the same time, inflation risks to the upside have risen due to higher energy prices, the bank said. "We will continue to assess the impact of US tariffs and trade policy uncertainty, and how the Canadian economy is adjusting," the Bank of Canada said in its statement. "We are also monitoring the unfolding conflict in the Middle East closely and assessing its impact on growth and inflation." As such, the bank stands " ready to respond as needed." The Canadian economy is expected to grow modestly as it adjusts to U.S. tariffs and trade policy uncertainty, but the growth suggests weaker near-term economic growth than was expected in January. "It’s too early to assess the impact of the conflict in the Middle East on growth in Canada," the bank said. In the labor market, employment gains in Q4 2025 reversed in the first two months of 2026. Meanwhile, CPI inflation eased to 1.8% in February, down from 2.3% in January. Core inflation is close to 2%, the bank added . iShares MSCI Canada ETF ( EWC ) declined 1.1% in late morning trading, and the Canadian dollar ( CAD:USD ) slipped 0.1% against the U.S. dollar. More on Global Macro Everyone Invested In Europe Should See This Chart Euro Area inflation rises to 1.9% in February Export slowdown hits Japan’s trade balance; stimulus drives 10.2% import surge Odds of ECB rate hike rise amid Iran conflict-driven oil shock

This article first appeared on GuruFocus. Micron (NASDAQ:MU) is heading into earnings in a strong spot, but the real question now is whether the story is already priced in after a 62% run this year. On the surface, everything still looks bullish. Quant models are flashing a Strong Buy, supported by solid growth, improving profitability, and continued upward revisions tied to the memory cycle. Wall Street is also positive, but not blindly so. The average price target sits at $432.49, which actually implies about 6.3% downside from current levels, with the stock recently trading near $475. Over the past year alone, shares have surged 353.8%, so expectations are clearly running high. That is where the tension comes in. Options markets are pricing in a roughly 7.5% move either way, with implied volatility near 120%. The put to call ratio is at 1.32, suggesting a more cautious tone beneath the surface. Analysts are looking for EPS of $8.66 on $19.3 billion in revenue, both more than doubling year over year, which leaves very little room for disappointment. Some investors are even warning that strong results may not be enough without standout guidance.

格隆汇3月18日｜美国将俄罗斯金融人士叶夫根尼娅·谢尔盖耶夫娜·秋里科娃(Evgeniya Sergeyevna Tyurikova)从制裁名单中移除，解除对阿联酋FUTURIS FZE公司、土耳其BSB集团的涉俄制裁。

Up 81% in 6 months, this glorious growth stock should soar higher after March 18 (hint: it's not Micron Technology) MSN

This article first appeared on GuruFocus. Alibaba (NYSE:BABA), DocuSign (NASDAQ:DOCU), Rocket Lab (NASDAQ:RKLB), and Lululemon (NASDAQ:LULU) are setting the tone early Wednesday, with markets showing a clear split between AI-driven strength and more cautious reactions elsewhere ahead of the Fed decision. On the upside, Alibaba is up about 3% after pushing through price increases of up to 34% across its AI and cloud offerings, a sign that demand is holding up and the company is starting to monetize that demand more aggressively. The launch of its Wukong AI platform, focused on enterprise automation, is adding to that optimism. DocuSign is also moving higher, up around 2%, after delivering an 8% Y/Y revenue increase and announcing a $2 billion buyback, taking total authorization to $2.6 billion. Its forward guidance for both Q1 and the full year came in ahead of expectations, which is helping sentiment. On the flip side, Rocket Lab is down about 4% after unveiling plans to raise up to $1 billion through equity, which immediately raised dilution concerns. Lululemon is slipping about 2%, even after a solid quarter, as weaker guidance and a 550 basis point drop in gross margin to 54.9% are keeping investors cautious.

Source: Bloomberg, 4:55

alengo/E+ via Getty Images The Houston Astros have expanded their multi-year contract with Evolv Technology ( EVLV ) to provide screening for concealed threats at the baseball team’s Daikin Park stadium. Under the new agreement, the Astros are upgrading their Express fleet to the latest Evolv Express Gen2 hardware. The system is designed to screen visitors entering the stadium for possible risks while minimizing congestion and traffic flow disruptions. The renewal agreement also deploys the Evolv eXpedite systems at Daikin Park, an AI-powered weapons detection system for bags. eXpedite is intended to be used as a complement to Express situations where venue entrants are carrying multiple items. Including the Astros, Evolv ( EVLV ) is deployed at 12 baseball stadiums, including all four sports teams in the Houston, Texas area. More on Evolv Technologies Evolv Technologies Holdings, Inc. (EVLV) Q4 2025 Earnings Call Transcript Evolv Technology Holdings: The Rollercoaster Ride Continues Evolv Technology raises 2026 revenue guidance to $178M while accelerating ARR growth Evolv Technologies Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Evolv Technologies

白宫官员称，美国对伊朗军事行动的首要目标是摧毁伊朗的导弹、核设施及海军能力，随后尽快结束冲突。伊朗政权更迭被视为一个“额外收获”而非核心目标，以色列将试图暗杀伊朗新领导人，美方对此的兴趣程度低于以色列。此外，白宫官员还表示：“以色列还有其他目标，我们知道这一点。”美国财经网站investinglive分析师Adam Button表示，特朗普及其政府官员继续强调“摧毁伊朗军事能力”的目标，他们会坚持这一点。不太清楚的是，当特朗普宣布“任务完成”时会发生什么。目前似乎很难实现持久和平，今天伊朗能源（850101）设施遭袭是一次奇怪的局势升级，这再次让中东远离和平，并可能导致整个地区的能源（850101）基础设施面临长期重建的风险。(新浪财经)

Alibaba stock is being outshone by MiniMax and Zhipu in China but its earnings could be an opportunity to point to its own AI strengths.

Capitol Hill Chaos: Gabbard Grilled On Iran (Happening Now), DHS Drama, And SAVE Act Marathon Unfold The U.S. Senate is at the center of a high-stakes political storm today , with multiple critical proceedings converging on Capitol Hill amid chaos over the resignation of counterterrorism boss Joe Kent over the Iran war. Sen. Markwayne Mullin (R-OK) faces a confirmation hearing to lead the Department of Homeland Security (DHS), Director of National Intelligence Tulsi Gabbard testifies on global threats , and the Senate floor continues its second day of extended debate on the controversial SAVE America Act. These events unfold against the backdrop of Operation Epic Fury, the US-Israeli military campaign against Iran, now in its third week - with no clear end in sight . Gabbard Faces Grilling on Worldwide Threats - and Iran War Dissent Director of National Intelligence Tulsi Gabbard is appearing before the Senate Intelligence Committee for the annual worldwide threats hearing - and is joined by FBI Director Kash Patel, CIA Director John Ratcliffe, and other officials. This marks her most prominent public outing in months and comes amid intense scrutiny over the U.S.-Israel military operation in Iran. The hearing is dominated by fallout from the resignation of Joe Kent , Director of the National Counterterrorism Center and a close Gabbard aide, who stepped down Tuesday in protest. In a blistering post on X, Kent declared that Iran “posed no imminent threat to our nation” and accused the conflict of being driven by Israeli pressure and flawed intelligence - echoing pre-Iraq War criticisms. Gabbard responded via her official X account: “After carefully reviewing all the information before him, President Trump concluded that the terrorist Islamist regime in Iran posed an imminent threat and he took action based on that conclusion.” She deferred to Trump’s Commander-in-Chief authority without claiming personal or agency-wide consensus on the threat assessment. Adding fuel t...

Shares of Aldeyra Therapeutics ALDX plunged 70.7% on Tuesday after the company announced receiving a Complete Response Letter (CRL) from the FDA for a third time for the new drug application (NDA) seeking approval of reproxalap, an investigational drug candidate, for the treatment of dry eye disease. We remind investors that ALDX initially received a CRL for its reproxalap NDA in 2023, citing that the study results supporting the filing failed to demonstrate the candidate’s efficacy in treating ocular symptoms associated with dry eyes. Back then, the FDA recommended that at least one additional adequate and well-controlled study be conducted on reproxalap to demonstrate a positive effect on the treatment of ocular symptoms of dry eye. Following the setback, Aldeyra Therapeutics announced meeting the primary endpoint in a phase III dry eye chamber study later in 2024, which evaluated reproxalap for the treatment of dry eye disease. In the study, treatment with reproxalap was statistically superior to vehicle for the prespecified primary endpoint of ocular discomfort, an FDA-accepted symptom of dry eye disease. Based on the results, ALDX resubmitted the NDA for reproxalap for treating signs and symptoms of dry eye disease in late 2024. However, the FDA again issued a CRL in 2025, citing potential methodological issues in the previously completed phase III dry eye chamber study, including baseline differences between treatment arms that may have affected result interpretation. The agency said an additional symptom study would be required for resubmission. Based on the FDA’s recommendation, Aldeyra Therapeutics reported meeting the primary endpoint in a phase III dry eye chamber study that assessed the activity of reproxalap in reducing ocular discomfort, an FDA-accepted symptom of dry eye disease. No notable differences in baseline scores across treatment arms were observed in the clinical study, and no safety concerns were identified. Later in 2025, ALDX resubmitted t...

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