Value investors pitched a mix of stock ideas in disparate corners of the market, even as geopolitical risks and higher energy prices weigh on sentiment. At the Value Invest conference in New York on Thursday, Jennifer Wallace of Summit Street Capital Management highlighted a stock that has drawn growing attention after shipping bottlenecks in the Strait of Hormuz sent liquid fertilizer prices soaring. She touted CF Industries as a structurally advantaged "cash-flow machine," citing its exposure to globally priced fertilizer and low-cost U.S. natural gas inputs . "Fertilizer is priced on a global commodity basis," Wallace said, adding that CF's domestic cost advantage positions it as one of the most profitable producers globally. The investor also highlighted Signet Jewelers as a "cash flow diamond," arguing the market is overlooking the retailer's scale and resilience. The company generates the vast majority of its sales in North America and maintains a leading share in the U.S. bridal jewelry market, alongside a meaningful presence in fashion jewelry. That combination supports steady cash generation despite investor concerns around consumer spending, Wallace said. Mario Gabelli, chairman and CEO of GAMCO Investors, highlighted sports-related stocks as scarce assets tied to premium live content. He pointed to Atlanta Braves , Madison Square Garden Sports and Manchester United as attractive plays based on their franchise value. On Madison Square Garden Sports, Gabelli said the stock, trading around $310, could be worth "50% more," adding that a planned split of the business could help unlock value. Gabelli downplayed the impact of geopolitical risks on his investment approach. "Do I worry about the Strait of Hormuz? It's not something that I prefer having any time to spend on that dynamic," he said. "Political dynamics are things that we think about, but I'm not necessarily thinking about them within the framework of our holdings." Nifty Fifty opposite Jonathan Boyar...

Signet Jewelers (SIG 0.41%), the world's largest retailer of diamond jewelry, has been a volatile stock over its history, but the company began a new chapter a little more than a year ago when J.K. Symacyk joined the company as CEO. Shortly after he took over, the company launched its Grow Brand Love strategy, which is focused on investing and growing its core banners, a full-price marketing strategy, and simplifying the brand portfolio. With fiscal 2026 now complete, which ended in January, the strategy appears to be paying off. Signet finished the year with a same-store sales increase of 1.3%, its first year of positive growth in four years, as sales boomed during the pandemic and then gave back some of those gains in the subsequent years. Investors were pleased with the fourth-quarter earnings report, sending the stock up 13.7% on Thursday. Same-store sales were down 0.7% in the fourth quarter, and adjusted earnings per share slipped from $6.62 to $6.25, beating the consensus at $6.11. Management offered strong guidance for the first quarter, calling for same-store sales growth of 0.5% to 2.5%. Its forecast for the full year was more uncertain, calling for same-store sales growth of -1.25% to 2.5%, and adjusted earnings per share of $8.80-$10.74, which compares to $9.60 in the year just completed, though that guidance doesn't take into account any potential share buybacks. In fiscal 2026, Signet repurchased 3.1 million shares, reducing total shares outstanding by 6%. What's in store for Signet in 2026 Fiscal 2027 marks the second year of Signet's Grow Brand Love strategy, and the company is focused on streamlining its brand portfolio in order to drive efficiency, cut costs, and simplify its product offering for its customers. As part of that move, the company is transitioning its portfolio from eight brands to four core banners, Kay, Zales, and Jared as brick-and-mortar chains, and Blue Nile as an online luxury platform. To execute that strategy, Signet is closin...

1. ‘Fighting today to survive tomorrow’: Shrinking restaurant menus across India Sagar Daryani, president of the Restaurant Association of India, a body representing half a million restaurants, said the sector was operating under severe constraints, with businesses cutting hours, shrinking menus and relying on temporary fixes to stay open. View image in fullscreen In Kolkata, the Arsalan restaurant chefs cook biryani in traditional cooking pots on wood fire at an open centralised kitchen amid disruptions in commercial LPG supply due to the US-Israeli conflict with Iran. Photograph: Sahiba Chawdhary/Reuters He estimated that about a third of restaurants are significantly affected. “It’s a thin line between fighting today to survive tomorrow,” he said. There are reports that restaurants are taking slow-cooked dishes off the menu to conserve gas, while others have shut down altogether. Campaigners who have long advocated a shift to electric cooking say the crisis should serve as a wake-up call. “This moment has made us realise how critical the cooking fuel vulnerability is,” said Neha Dhingra, of the India Program at the Collaborative Labeling and Appliance Standards Program (CLASP). ‘Waiting for days’: India feels impact of gas supply chain disruption amid Iran conflict Read more India’s rupee posted its biggest plunge in four years on Friday, crashing on worries that soaring oil and gas prices will massively drive up India’s import bill and act as a brake on economic growth. The country is seen as one of the most vulnerable to an energy shock, as it imports nearly 90% of its oil and half its gas – much of it from the Gulf, while millions of Indian workers in the region send home more than $50bn a year. Aakash Hassan and Penelope MacRae in Delhi 2. ‘Everything has been impacted’: cancelled hotel bookings in tourism-dependent Thailand At this time of year, Suwarin Nantaya’s company would normally get about 30 email inquiries a day from tourists wanting to book trekking...

Is CRDO a good stock to buy? We came across a bullish thesis on Credo Technology Group Holding Ltd on r/stocks by AloneStaff5051. In this article, we will summarize the bulls’ thesis on CRDO. Credo Technology Group Holding Ltd's share was trading at $107.09 as of March 19th. CRDO’s trailing and forward P/E were 58.84 and 23.42, respectively according to Yahoo Finance. Backblaze (BLZE) Sparks Confidence After Impressive Fourth Quarter Copyright: limonzest / 123RF Stock Photo Credo Technology Group Holding Ltd is emerging as a critical enabler of AI infrastructure, yet remains underappreciated relative to its growth profile. The company specializes in Active Electrical Cables (AECs), which serve as the backbone connecting high-performance chips inside massive AI clusters deployed by hyperscalers such as Amazon, Microsoft, and Meta Platforms. Read More: 15 AI Stocks That Are Quietly Making Investors Rich Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential As AI supercomputers scale, requiring thousands of GPUs to communicate efficiently, Credo’s solutions have effectively become the industry standard for short-range, high-speed connectivity, often visible as dense cable arrays within modern data centers. The company’s financial performance reflects this structural tailwind, with Q2 FY2026 revenue reaching $268 million, representing an exceptional 272% year-over-year increase. This surge is directly tied to accelerating data center buildouts, positioning Credo as a leveraged play on AI infrastructure spending. A key differentiator lies in its copper-based AEC technology, which offers materially higher reliability and roughly 50% lower power consumption compared to traditional optical solutions over short distances—an increasingly important advantage as energy efficiency becomes a core constraint in AI scaling. Looking ahead, Credo has significantly raised its FY2026 outlook, now guiding for approximately 170% revenue growth, up from prior e...

TD (TD) offers $12.09M auto-callable notes tied to AMD and PANW Stock Titan

US President Donald Trump speaks to journalists before boarding Marine One as he departs from the South Lawn of the White House in Washington, DC, on March 20, 2026. Brendan Smialowski | AFP | Getty Images President Donald Trump told reporters on Friday he is not interested in a ceasefire with Iran. "We could have dialogue, but I don't want to do a ceasefire," Trump said from the White House before departing for Florida. "You know you don't do a ceasefire when you're literally obliterating the other side." "They don't have a navy. They don't have an air force. They don't have any equipment," Trump continued. Trump's comments come nearly three weeks into the U.S.-Israel war against Iran, which has turned into a broader regional conflict. The president said earlier this week that he would not put put boots on the ground in Iran. Multiple news outlets reported Friday that the Pentagon is sending up to 2,500 Marines to the Middle East -- the second such deployment in the last week. This is breaking news. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Loading the player… CEO Jensen Huang took the stage at Nvidia’s GTC conference this week in his signature leather jacket to deliver a two-and-a-half-hour keynote, projecting $1 trillion in AI chip sales through 2027, declaring that every company needs an “OpenClaw strategy,” and closing with a rambling Olaf robot that had to get its mic cut. The message was hard to miss: Nvidia wants to be foundational to everything, from AI training to autonomous vehicles to Disney parks. On this episode of TechCrunch’s Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O’Kane break down what Nvidia’s growing web of AI infrastructure partnerships actually means for startups, and discuss more of the week’s headlines. Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

Loading the player... CEO Jensen Huang took the stage at Nvidia’s GTC conference this week in his signature leather jacket to deliver a two-and-a-half-hour keynote, projecting $1 trillion in AI chip sales through 2027, declaring that every company needs an “OpenClaw strategy,” and closing with a rambling Olaf robot that had to get its mic cut. The message was hard to miss: Nvidia wants to be foundational to everything, from AI training to autonomous vehicles to Disney parks. On this episode of TechCrunch’s Equity podcast, Kirsten Korosec, Anthony Ha, and Sean O’Kane break down what Nvidia’s growing web of AI infrastructure partnerships actually means for startups, and discuss more of the week’s headlines. Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

Enes Simsek/iStock via Getty Images Over the past few weeks, I've seen an influx of requests on coverage for companies that see either a positive or a negative correlation from the ongoing conflict. While I personally believe that I, at this stage, am well-prepared in any event to handle the volatility that's going on (be it up or downside) I can understand how some investors, especially if you do trading, may be rattled by the swift movements that are currently characteristic of the market. There will be advice or input given from the left and right on how you should be acting, whether to buy or sell, and whether to act this way or that. It's important to know what you're doing in these events. The reason for this is that if you do not have a firm handle on what you're doing , this is likely to increase your anxiety, which in turn increases your likelihood of making emotionally driven investment decisions. Emotionally driven investment decisions are things to always avoid. In this article, I will be sharing with my readership (and Seeking Alpha followers), what characterizes my current market actions and how I think about my portfolio, what I cover, and how I allocate. If you know that I'm an IG leader as well as an asset manager, you also know that this not only influences me, but what I manage, and perhaps those that follow me. Handling Volatility - diversification, panic, and emotion How you handle your investing during a volatile period largely depends on how you are invested during that time. I will use myself as an example. As a value-oriented investor, my primary motivation and strategy is identifying cheap, selling expensive, and ignoring the market as a whole (in terms of momentary trends and ups and downs). I've been witness to over 5 significant periods of volatility during my career. In all periods, except this one , I was invested over 97%, with less than 3% cash. This time around, I was invested at only 55% with over 40% cash. The reason for this was ...

Top 2 Profitable Stocks to Buy Right Now (NVDA, MU) The Globe and Mail

What Happened? A number of stocks fell in the afternoon session after federal prosecutors charged a Super Micro Computer co-founder with conspiring to smuggle billions of dollars in AI chips to China. The news of federal export control violations triggered a sharp selloff, with Super Micro's shares cratering over 28%. The charges created broader anxiety across the AI semiconductor industry, contributing to declines in other major chip stocks like AMD. This development exacerbated a wider downturn in the tech-heavy Nasdaq, as investors reacted to the serious allegations and the potential for stricter regulations on advanced technology exports. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Western Digital (WDC) Western Digital’s shares are extremely volatile and have had 45 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 4 days ago when the stock gained 4.9% on the news that investor enthusiasm for the artificial intelligence hardware boom, fueled by key company announcements and anticipation for Nvidia's GTC 2026 conference. The sector experienced a significant uplift as the industry pivoted toward hardware-led innovation. Analysts at Frost & Sullivan have also highlighted that 2026 is expected to feature a shift towards hardware, with next-generation semiconductors enabling faster and more efficient AI processing. Western Digital is up 59.5% since the beginning of the year, and at $299.44 per share, it is trading close to its 52-week high of $316.93 from March 2026. Investors who bought $1,000 worth of Western Digital’s shares 5 years ago would now be looking at an investment worth $4,258.

Nico De Pasquale Photography/DigitalVision via Getty Images About a month ago, I initiated coverage on Planet Labs PBC ( PL ) with a Strong Buy rating, citing a compelling growth story with a $1.5T catalyst in the second half of the year. Since I rotated out of tech at the start of the year, this stock has been among my favorites in my portfolio. Well, in just 4 weeks, the stock is up nearly 50%, and it has now become the 4th largest holding in my portfolio (after RCAT, VSAT, and RKLB). I will be very clear. I like the Q4 FY26 earnings and the guidance that management put out, but I am mindful that the run is ahead of fundamentals. From a pure price action perspective, a pullback is likely, and that's why I downgraded my rating to a buy. The fundamental case remains strong, and the FY27 guidance has prompted the Street to raise (again) its revenue estimates for the next four quarters. KoyFin Overall, I like the growth story, the backlog growth, and the D&I contract momentum. That said, I downgrade Planet Labs to a Buy after a massive run in the last few weeks. Q4 FY26 Highlights Let's start with the results first. FY2026 revenue came in at $307.7 million, representing a 26% YOY growth rate. The fourth quarter was particularly strong, with a record revenue of $86.8 million, representing approximately 41% YOY growth. I'll say the word growth a lot because the bull case on Planet Labs is pretty much a bet on its top-line growth. For reference, I have included below the Street's revenue models for the next few quarters, which show consistent revenue growth in the mid to high 30s percent until the October 2027 quarter. Seeking Alpha Looking at the guidance for this fiscal year, the company is projecting revenue between $415 million-$440 million, representing approximately 39% YOY growth at the midpoint. Planet Labs This growth is supported by a $900M backlog, out of which 37% is expected to convert in the next 12 months and 67% in the next 2 years. As seen below, the 79%...

Source: Bloomberg, 7:00

格隆汇3月21日｜美股低开低走，道指收跌0.97%，标普500指数收跌1.51%，纳指跌2.01%。超微电脑(SMCI.O)跌超33%，英伟达(NVDA.O)跌3.2%，美光科技(MU.O)跌4.8%。纳斯达克中国金龙指数跌2.8%，小鹏汽车(XPEV.N)跌8.2%。

AMZN Technical Analysis, RSI and Moving Averages Investing.com

日本软银集团：美国俄亥俄州数据中心将是一个5000亿美元的项目。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Palantir Technologies Tokenized Stock (Ondo) Price Today | PLTRon to USD Live Price, Market Cap & Chart Binance

纳斯达克金龙中国指数初步收跌2.8%，本周累跌约5.5%。 热门中概股里，小鹏初步收跌8.3%，小米跌7.9%，蔚来跌7.8%，百度跌3.99%，阿里巴巴跌1.9%，文远知行涨2.17%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Sadler’s Wells, London Kameron N Saunders’s ambitious sci-fi-coded fable is paired with a showcase of Crystal Pite’s mastery in contrasting order with human messiness The headline news here is Taylor Swift’s star backing dancer getting a major commission for English National Ballet. If it looks nothing like a pop concert, that’s because Kameron N Saunders is a choreographer who has worked with Chicago’s Joffrey Ballet among others. He is also an early career artist, who in his piece Proper Conduct has thrown a huge amount of ideas into a high concept dance that leaves a few question marks. The first section is breezy ballet, Justin Peck style, saturated colours and sunshine. But don’t get comfortable, because Saunders is about to pull the rug. A sci-fi-voiced narrator tells us of the rot in society and it segues into nude-costumed conjoined dancers, in striking formations and fleshy connections (the dancers are excellent throughout). But then in comes an army of AI robots in Daft Punk-style visors. It’s visually impactful, with genre-fluid movement, but flails a bit in terms of conveying meaning. Is the message to beware of people who tell you how to live as they’ll steal your soul? That big tech promises to solve your problems, but will actually erase your humanity? Not sure. But Saunders’ ambition is admirable, and we will see more from this creative mind. Continue reading...

Source: Bloomberg, 0:00