00:01 Speaker A Time now for some earnings. Micron second quarter results are just hitting the wires. Let's get you those numbers. Uh, Q2, uh, EPS, looking for that. There it is, 1220. 00:10 Speaker A That's a beat. The estimate was $9. Uh, Q2 revenue also a beat. 23.86 billion versus estimate of 19.74 billion. 00:20 Speaker A Gross margins better than expected as well, 74.9%. The estimate was 69....
00:01 Speaker A Time now for some earnings. Micron second quarter results are just hitting the wires. Let's get you those numbers. Uh, Q2, uh, EPS, looking for that. There it is, 1220. 00:10 Speaker A That's a beat. The estimate was $9. Uh, Q2 revenue also a beat. 23.86 billion versus estimate of 19.74 billion. 00:20 Speaker A Gross margins better than expected as well, 74.9%. The estimate was 69.1%. 00:25 Speaker A As to the forecast, Q3 adjusted EPS, 1875 to 1955. The street had pencilled in 1129. 00:32 Speaker A And the Q3 revenue forecast also upbeat between 32.75 to 34.25 billion. uh consensus was 23.66 billion. 00:43 Speaker A Uh talking about all things AI, Micron says AI server demand, says continues to be strong. They do know that AI and other server demand constrained by memory supply. 00:54 Speaker A Why do we care about Micron? Well, it's because it is the largest US memory chip maker. 00:59 Speaker A Those chips go into all kinds of products, smartphones, PC, data center. So it's a read on the health of those end markets. 01:04 Speaker A Area for investors here is HBM, that's high bandwidth memory. That's basically uh simply puts uh super high-speed memory that that sits on a data center GPU, carries better pricing and margins. 01:15 Speaker A This stock heading into this print. I mean, expectations were simply sky high. This stock was already up about 60% this year. It was up around 350% over the past 12 months. 01:25 Speaker A and that's just as Micron has really been benefiting from this powerful demand for its memory chips amid this great AI investment cycle. Even despite that run, analysts who cover this name still big fans. About 90% of analysts who cover Micron still tell clients even at these levels, this one's a buy.
Micron Technology ( MU ) declares $0.15/share quarterly dividend , 30.4% increase from prior dividend of $0.115. Forward yield 0.13% Payable April 15; for shareholders of record March 30; ex-div March 30. See MU Dividend Scorecard, Yield Chart, & Dividend Growth. More on Micron Technology Micron's Stock May Plunge Following Earnings Results Micron: The 4-To-1 New Catalyst Earnings Preview: We'll S...
Micron Technology ( MU ) declares $0.15/share quarterly dividend , 30.4% increase from prior dividend of $0.115. Forward yield 0.13% Payable April 15; for shareholders of record March 30; ex-div March 30. See MU Dividend Scorecard, Yield Chart, & Dividend Growth. More on Micron Technology Micron's Stock May Plunge Following Earnings Results Micron: The 4-To-1 New Catalyst Earnings Preview: We'll See How Much Upside Micron Has Micron ticks down even as Q2 results, guidance blow past forecasts on AI strength Micron Technology Non-GAAP EPS of $12.20 beats by $3.54, revenue of $23.86B beats by $4.56B
Autozi Internet Technology ( AZI ) on Wednesday said it will implement a 1-for-10 share consolidation effective March 23, 2026, as it seeks to regain compliance with Nasdaq listing requirements. The company said each 10 ordinary shares will be consolidated into one share, with trading to begin on a split-adjusted basis under the same ticker symbol on the Nasdaq Global Market. Autozi added that the...
Autozi Internet Technology ( AZI ) on Wednesday said it will implement a 1-for-10 share consolidation effective March 23, 2026, as it seeks to regain compliance with Nasdaq listing requirements. The company said each 10 ordinary shares will be consolidated into one share, with trading to begin on a split-adjusted basis under the same ticker symbol on the Nasdaq Global Market. Autozi added that the move aims to meet Nasdaq’s minimum bid price rule and maintain its listing. Source: Press Release More on Autozi Internet Technology Autozi Internet Technology (Global) receives two Nasdaq notices Financial information for Autozi Internet Technology
Seeking Alpha Seeking Alpha More on Micron Technology Micron's Stock May Plunge Following Earnings Results Micron: The 4-To-1 New Catalyst Earnings Preview: We'll See How Much Upside Micron Has Micron ticks down even as Q2 results, guidance blow past forecasts on AI strength Micron Technology Non-GAAP EPS of $12.20 beats by $3.54, revenue of $23.86B beats by $4.56B
Seeking Alpha Seeking Alpha More on Micron Technology Micron's Stock May Plunge Following Earnings Results Micron: The 4-To-1 New Catalyst Earnings Preview: We'll See How Much Upside Micron Has Micron ticks down even as Q2 results, guidance blow past forecasts on AI strength Micron Technology Non-GAAP EPS of $12.20 beats by $3.54, revenue of $23.86B beats by $4.56B
The Timken Company ( TKR ) on Wednesday said it has acquired the assets and related businesses of North Carolina -based Bijur Delimon International (BDI), a designer and manufacturer of automated lubrication systems. Founded in 1872, BDI operates manufacturing locations in the United States , Europe and Asia Pacific . The business is expected to generate more than $60 million in sales in 2026. Tim...
The Timken Company ( TKR ) on Wednesday said it has acquired the assets and related businesses of North Carolina -based Bijur Delimon International (BDI), a designer and manufacturer of automated lubrication systems. Founded in 1872, BDI operates manufacturing locations in the United States , Europe and Asia Pacific . The business is expected to generate more than $60 million in sales in 2026. Timken funded the transaction with cash on hand and existing committed facilities. Other terms of the transaction were not disclosed. Source: Press Release More on Timken The Timken Company (TKR) Presents at 18th Annual Evercore Industrial Conference - Slideshow The Timken Company (TKR) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript The Timken Company (TKR) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 - Slideshow Timken climbs to all-time high as KeyBanc upgrades on expected industrial cycle inflection Timken targets 8% EPS growth and expands 80/20 strategy while advancing portfolio simplification
Saranya Yuenyong/iStock via Getty Images The First Trust Morningstar Dividend Leaders Index Fund ( FDL ) is a passively managed ETF focusing on high-yielding U.S. stocks that have stable and sustainable dividends. It tracks an index that screens for dividend consistency and earnings coverage. The FDL portfolio holds up to 100 companies, which are weighted by their annual payout. This educational a...
Saranya Yuenyong/iStock via Getty Images The First Trust Morningstar Dividend Leaders Index Fund ( FDL ) is a passively managed ETF focusing on high-yielding U.S. stocks that have stable and sustainable dividends. It tracks an index that screens for dividend consistency and earnings coverage. The FDL portfolio holds up to 100 companies, which are weighted by their annual payout. This educational article explains FDL’s strategy, what’s currently in the portfolio, performance over its two-decade history, how it tends to behave in different market environments, and how it compares to other dividend-focused ETFs. How is FDL Structured and What is Its Strategy? FDL tracks the Morningstar Dividend Leaders Index , which uses as its starting point the Morningstar US Market Index. The Dividend Leaders Index applies three filters to its broader parent. First, it excludes stocks whose dividend payments don’t count as qualifying income. This removes most REITs. Second, it screens for dividend consistency. A company’s current dividend per share must be equal to or greater than what it paid five years ago. Companies that have cut their per-share payout over that time are removed. Third, it applies a sustainability screen. A stock’s estimated EPS must exceed its declared dividend per share. This filters out payouts that look unsustainable based on expected earnings. Building The Morningstar Dividend Leaders Index (First Trust FDL Investor Guide) After those screens, the remaining stocks are ranked by dividend yield to arrive at the top 100. The portfolio is then weighted not by yield but by the total dollar value of each company’s expected dividends. This means a large company paying out billions in total dividends has a heavier portfolio weight than a smaller company with a higher yield. It’s why Exxon Mobil ( XOM ) is currently the largest holding even though it’s far from the highest-yielding stock in the fund. Individual positions are capped at 10% and the combined weight of a...
Shares of Coeur Mining (CDE 8.58%) crumbled on Wednesday, falling more than 8% by 3 p.m. ET. Coeur derives nearly 70% of its revenue from gold and 20% from silver, making it highly susceptible to the prices of both precious metals. Both gold and silver are in a downtrend, and March 18 provided investors with an even stronger reason to sell Coeur shares. Why is Coeur stock falling? Prices of gold a...
Shares of Coeur Mining (CDE 8.58%) crumbled on Wednesday, falling more than 8% by 3 p.m. ET. Coeur derives nearly 70% of its revenue from gold and 20% from silver, making it highly susceptible to the prices of both precious metals. Both gold and silver are in a downtrend, and March 18 provided investors with an even stronger reason to sell Coeur shares. Why is Coeur stock falling? Prices of gold and silver fell over 3% each on Wednesday ahead of the Federal Reserve's meeting. Oil prices, meanwhile, jumped as the conflicts in Iran and the Middle East escalated further. As widely feared, the Federal Reserve has kept interest rates steady amid stubborn inflation, a surge in oil prices, and increased economic and geopolitical uncertainty. Elevated interest rates make non-yielding assets like gold and silver less attractive to institutional investors, which is why these precious metals shed their safe-haven appeal and fell sharply on Wednesday, despite an ongoing war. Expand NYSE : CDE Coeur Mining Today's Change ( -8.58 %) $ -1.80 Current Price $ 19.23 Key Data Points Market Cap $14B Day's Range $ 19.17 - $ 20.37 52wk Range $ 4.58 - $ 27.77 Volume 1.1M Avg Vol 24M Gross Margin 39.31 % Since Coeur's revenue and cash flows are directly tied to precious metal prices, its stock tumbled on Wednesday and fell to its lowest level through the day after the Federal Reserve's announcement in the afternoon. What should you do with Coeur stock now? Watching your stocks bleed red is never easy, especially when geopolitical instability sends precious metals into a tailspin. It's hard to stay level-headed when the market feels like a guessing game. However, if you can look past the immediate volatility, Coeur Mining is about to make one of its biggest growth moves ever by acquiring New Gold (NGD 8.22%). The deal is expected to more than double Coeur's 2026 free cash flow to $2 billion while lowering costs and boosting margins. Coeur's revenue nearly doubled to $2.1 billion in 2025 on ...
NVIDIA Corporation (NASDAQ:NVDA) has delivered a 56% gain over the past year, yet 2026 has been a rougher ride. Shares are down 4% year-to-date and sit well below their 52-week high of $212.17. Most Wall Street analysts carry a consensus price target of $267.54, reflecting measured optimism. One analyst is making a far bolder call: ... Nvidia Price Target Raised to $325: Wall Street Says $1 Trilli...
NVIDIA Corporation (NASDAQ:NVDA) has delivered a 56% gain over the past year, yet 2026 has been a rougher ride. Shares are down 4% year-to-date and sit well below their 52-week high of $212.17. Most Wall Street analysts carry a consensus price target of $267.54, reflecting measured optimism. One analyst is making a far bolder call: ... Nvidia Price Target Raised to $325: Wall Street Says $1 Trillion Blackwell Revenue Is Coming
KanawatTH/iStock via Getty Images Mag 7 Stocks Fall Far Behind the "Other 493" The "Magnificent 7" once accounted for the majority of U.S. stock market performance, delivering outsized returns from 2023 through Q3 2025. Collectively making up nearly one-third of the S&P 500’s market capitalization, their performance largely influenced the broad market's rise in the preceding three years. However, ...
KanawatTH/iStock via Getty Images Mag 7 Stocks Fall Far Behind the "Other 493" The "Magnificent 7" once accounted for the majority of U.S. stock market performance, delivering outsized returns from 2023 through Q3 2025. Collectively making up nearly one-third of the S&P 500’s market capitalization, their performance largely influenced the broad market's rise in the preceding three years. However, market leadership has begun to shift. As valuations pushed higher and growth expectations were increasingly scrutinized, the group's performance has weakened, turning yesterday’s market leaders into today’s laggards. The " Lag 7 " is a more fitting moniker. Meanwhile, the "Other 493" stocks have quietly outperformed, producing broad gains over the past six months, lifting the equal-weighted index, while the Lag 7 has pulled down the S&P 500. Mag 7 Stocks Pull S&P 500 Below Equal-Weight Index: 6-Month Returns Seeking Alpha This shift in market leadership raises an important question: Are these mega-cap giants still worth owning? How I Used the Quant System to Review the Mag 7 Stocks If you’re not familiar with how the Quant Ratings and Factor Grades work, the system grades each stock by five "factors," which are Value, Growth, Profitability, Momentum, and EPS Revisions. To do this, we compare the relevant metrics for the factor in question for the stock to the same metrics for the other stocks in its sector. The factor is then assigned a grade, from A+ to F. To maximize the predictive value of the Quant Rating, some factors are weighted higher than others. In my review of the Mag 7 stocks, I analyzed each company’s Factor Grades to explain each of their respective Quant Ratings. 1. Amazon.com Inc ( AMZN ) Market Capitalization: $2.31T Quant Rating: Strong Buy Quant Sector Ranking (as of 03/18/2026): 16 out of 479 Quant Industry Ranking (as of 03/18/2026): 2 out of 26 Sector: Consumer Discretionary Industry: Broadline Retail Seeking Alpha Amazon stands out as the only Quant "...
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting ...
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. Here’s what Joe is thinking about... The chart of the 2-year yield tells the whole story of the day. The rate briefly dipped at 2 p.m. when the FOMC statement came out and we got this headline: *FED MAINTAINS PROJECTIONS FOR ONE RATE CUT IN 2026, ONE IN 2027 This wasn’t inevitable. With oil prices surging, and other measures of inflation firm, it would not be crazy at all for the FOMC to have taken cuts completely off the table. But as of right now, they still lean in a dovish direction. But then the very first question of Jerome Powell’s press conference, from Colby Smith of the FOMC, had to do with how the Fed is thinking about the oil price shock, and whether the fact that inflation has been above target for 5 years now will inform how the Fed is thinking about the problem. And after a little bit of throat clearing, Powell confirmed that yes it would. The fact that the Fed has missed its target for so long reduces the Fed’s comfort for looking through shocks that in another era might have been considered transitory. And this really set the tone for the entire Q&A portion of the press conference. Yes, the Fed is probably still overall slightly inclined to cut rates, particularly because so many of the various factors out there are logically one-offs. But the more one-offs you have (one-off pandemic, one-off war in Ukraine, one-off tariffs, one-off war in Iran etc.) the greater the perceived risk that inflation expectations become unmoored. Now I’m not sure if t...
JHVEPhoto Paramount Skydance's ( PSKY ) planned purchase of Warner Bros. Discovery ( WBD ) will “absolutely not” get quicker approval due to politics, the head of the Justice Department's antitrust division told Reuters on Wednesday. "The idea that somehow enforcement has been politicized is ludicrous," Acting Assistant Attorney General Omeed Assefi, told Reuters in an interview. There has been ...
JHVEPhoto Paramount Skydance's ( PSKY ) planned purchase of Warner Bros. Discovery ( WBD ) will “absolutely not” get quicker approval due to politics, the head of the Justice Department's antitrust division told Reuters on Wednesday. "The idea that somehow enforcement has been politicized is ludicrous," Acting Assistant Attorney General Omeed Assefi, told Reuters in an interview. There has been some speculation that the antitrust review of the deal may have an easier time due to Paramount CEO David Ellison's father, billionaire Oracle co-founder Larry Ellison, having some ties with President Donald Trump. California State Attorney General Rob Bonta has said that he's probing the combination and will be "vigorous" in its review. Shares of Warner Bros. edged lower by 1.1%, while Paramount Skydance fell 2.5%. More on Warner Bros. Discovery, Paramount Skydance Corporation Debt Will Eat Paramount's Future Returns Warner Bros. Discovery And Paramount Skydance: A Lower-Risk Arb Play And A Leveraged Bet Warner Bros. Discovery, Inc. (WBD) Paramount Skydance Corporation, - M&A Call - Slideshow Warner CEO Zaslav to pocket over $667M from sale to Paramount 'One Battle After Another' dominates Oscars
Reviva Pharmaceuticals Holdings ( RVPH ) on Wednesday said it intends to offer shares of its common stock and warrants to purchase shares of common stock in a public offering. All of the securities to be sold in the offering are to be offered by Reviva. The company currently intends to use the net proceeds from the offering together with its existing cash and cash equivalents to fund research and ...
Reviva Pharmaceuticals Holdings ( RVPH ) on Wednesday said it intends to offer shares of its common stock and warrants to purchase shares of common stock in a public offering. All of the securities to be sold in the offering are to be offered by Reviva. The company currently intends to use the net proceeds from the offering together with its existing cash and cash equivalents to fund research and development activities, including its planned RECOVER-2 Phase 3 trial for brilaroxazine in schizophrenia, and for working capital and other general corporate purposes. Source: Press Release More on Reviva Pharmaceuticals Seeking Alpha’s Quant Rating on Reviva Pharmaceuticals Historical earnings data for Reviva Pharmaceuticals Financial information for Reviva Pharmaceuticals
Accelerant Holdings press release ( ARX ): Q4 Non-GAAP EPS of $0.23 beats by $0.01 . Revenue of $248.4M (+30.3% Y/Y) beats by $3.43M . Chief Financial Officer Transition effective March 31, 2026 Jay Green notified the Accelerant Board of Directors of his plan to resign as Chief Financial Officer to pursue personal interests Linda Huber, an experienced and seasoned public company finance executive,...
Accelerant Holdings press release ( ARX ): Q4 Non-GAAP EPS of $0.23 beats by $0.01 . Revenue of $248.4M (+30.3% Y/Y) beats by $3.43M . Chief Financial Officer Transition effective March 31, 2026 Jay Green notified the Accelerant Board of Directors of his plan to resign as Chief Financial Officer to pursue personal interests Linda Huber, an experienced and seasoned public company finance executive, has joined Accelerant and will be named Chief Financial Officer First Quarter & Full Year 2026 Outlook Exchange Written Premium expected to be $1.07 billion to $1.13 billion in the first quarter of 2026 and at least $5.1 billion for the full year 2026 Third-Party Direct Written Premium expected to be $450 million to $470 million in the first quarter of 2026 and at least $2.2 billion for the full year 2026 Adjusted EBITDA expected to be $64 million to $66 million in the first quarter of 2026 and at least $275 million for the full year 2026 Shares -2.66% AH. More on Accelerant Holdings Accelerant Holdings: An Insurance Marketplace Trading Like A Broken IPO Accelerant Holdings reports Q4 results Accelerant expects Q4 revenue to be $248 million Historical earnings data for Accelerant Holdings Financial information for Accelerant Holdings
Aaron Kirchfeld, Bloomberg deals executive editor, joins Dani Burger on "Bloomberg Deals." UniCredit CEO Andrea Orcel said his takeover bid for Commerzbank is aimed at breaking a long-running impasse and forcing talks among stakeholders, as he seeks to revive a deal he has been pursuing for more than 18 months. (Source: Bloomberg)
Aaron Kirchfeld, Bloomberg deals executive editor, joins Dani Burger on "Bloomberg Deals." UniCredit CEO Andrea Orcel said his takeover bid for Commerzbank is aimed at breaking a long-running impasse and forcing talks among stakeholders, as he seeks to revive a deal he has been pursuing for more than 18 months. (Source: Bloomberg)
Serina Therapeutics ( SER ) on Wednesday said that it has entered into agreements for a private placement that could raise up to $30 million to support development of its Parkinson’s disease treatment. The financing includes an initial $15 million tranche expected to close on March 20, 2026, and a second tranche of up to $15 million anticipated by April 30, 2026. The offering consists of common st...
Serina Therapeutics ( SER ) on Wednesday said that it has entered into agreements for a private placement that could raise up to $30 million to support development of its Parkinson’s disease treatment. The financing includes an initial $15 million tranche expected to close on March 20, 2026, and a second tranche of up to $15 million anticipated by April 30, 2026. The offering consists of common stock and pre-funded warrants priced at $2.25 per share, with additional warrants that could generate up to $33.3 million if exercised. Proceeds will fund the company’s ongoing registrational study of SER-252 for advanced Parkinson’s disease. SER +46.10% after hours to $1.87. Source: Press Release More on Serina Therapeutics Seeking Alpha’s Quant Rating on Serina Therapeutics Historical earnings data for Serina Therapeutics Financial information for Serina Therapeutics
4D Molecular Therapeutics press release ( FDMT ): FY GAAP EPS of -$2.42 beats by $0.98 . Collaboration and license revenue was $85 million for the year ended December 31, 2025, as compared to $0 million for the year ended December 31, 2024. Cash, cash equivalents and marketable securities were $514 million as of December 31, 2025. Net loss was $140 million for 2025, as compared to net loss of $161...
4D Molecular Therapeutics press release ( FDMT ): FY GAAP EPS of -$2.42 beats by $0.98 . Collaboration and license revenue was $85 million for the year ended December 31, 2025, as compared to $0 million for the year ended December 31, 2024. Cash, cash equivalents and marketable securities were $514 million as of December 31, 2025. Net loss was $140 million for 2025, as compared to net loss of $161 million for 2024. More on 4D Molecular Therapeutics 4D Molecular Therapeutics, Inc. (FDMT) Presents at Barclays 28th Annual Global Healthcare Conference Transcript 4D Molecular Therapeutics, Inc. (FDMT) Presents at TD Cowen 46th Annual Health Care Conference Prepared Remarks Transcript 4D Molecular Therapeutics, Inc. (FDMT) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Seeking Alpha’s Quant Rating on 4D Molecular Therapeutics Historical earnings data for 4D Molecular Therapeutics
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Carol Massar and Tim Stenovec. (Source: Bloomberg)
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Carol Massar and Tim Stenovec. (Source: Bloomberg)