Willie B. Thomas Figma ( FIG ) was in focus on Wednesday as Oppenheimer started coverage on the design software firm with a Perform rating. “We conclude that Figma has a leading product in the digital design market, a compelling value proposition, and an enviable growth trajectory in software,” analyst Brian Schwartz wrote in a note to clients. “But, we worry that the industry's structural shift t...
Willie B. Thomas Figma ( FIG ) was in focus on Wednesday as Oppenheimer started coverage on the design software firm with a Perform rating. “We conclude that Figma has a leading product in the digital design market, a compelling value proposition, and an enviable growth trajectory in software,” analyst Brian Schwartz wrote in a note to clients. “But, we worry that the industry's structural shift to AI technologies will moderate deal size and subscriber growth to slow Figma's growth, and that AI disruption risk is understated in the bullish expectation reflected in the current multiple of 9x our FTM revenue estimate. Last, the Street could be underappreciating the increasing competitive intensity of its markets, especially from native AI and LLM vendors.” Delving deeper, Schwartz said he sees Figma's total addressable market at roughly $33B, with “only a handful of pure play suppliers in the category of Figma's scale.” And given that Figma's moat comes from its technological advantages, it has a sizeable hold on its position, as evidenced by its $1.22B revenue run rate, Schwartz said. “There are few software companies that have scaled to a $1.22B revenue run-rate business as fast as Figma,” Schwartz explained. “The company's web-based, AI-embedded digital design platform is supported by referenceable enterprise customers who view it as a leader in digital design, prototyping, user experience, collaboration, and project management. We believe Figma also deserves a premium for having a leading visionary technology management team. We see potential upside to a $29-31 share price.” However, the impact of artificial intelligence on Figma's market is likely to be more challenging to navigate than some expect, Schwartz opined. Agentic automation could reduce the value of design platforms and subscriber growth, increase the value of AI natives, and weaken Figma's moat, he added. “All things considered, we are sympathetic to both the bull and bear case and launch FIG at Perfo...
Wirestock/iStock via Getty Images Tower Semiconductor ( TSEM ), which is up a staggering 335% since my last analysis of the company, is being re-rated from a speciality foundry into an optical AI infrastructure name. This is good for the company, but the equity is discounting future silicon photonics earnings well before they are visible in reported results. This makes the investment risky right n...
Wirestock/iStock via Getty Images Tower Semiconductor ( TSEM ), which is up a staggering 335% since my last analysis of the company, is being re-rated from a speciality foundry into an optical AI infrastructure name. This is good for the company, but the equity is discounting future silicon photonics earnings well before they are visible in reported results. This makes the investment risky right now, even if the underlying company is doing exceptionally well and positioned in a high-growth vector. Oriole Collaboration On March 16, Tower formed a collaboration with Oriole to commercialize nanosecond optical circuit switching on Tower's silicon photonics platform. This is for AI scaling up and scaling out. Oriole's PRISM Ultra claims photonic fabrics with 180ns xPU latency, as well as one-hop connectivity to up to 1M nodes, and much lower switching power. Therefore, this could make Tower a core manufacturing layer behind an emerging AI network stack. Tower now has public optical ties across Nvidia ( NVDA ) 1.6T modules, Salience optical circuit switches, Scintil DWDM lasers, Oriole fabrics , and Coherent's ( COHR ) 400G/lane path to 3.2T optics. This shows great breadth and depth and reveals that TSEM is certainly not a one-off release-spike stock. The main constraint is valuation, not company positioning or trajectory. To outline just how powerful the optical opportunity is, consider SiGe plus silicon photonics reached $421M in 2025 ( 27% of revenue ), versus $241M in 2024. Silicon photonics alone rose to $228M from $106M. Market Share & Visibility With the opportunity and strong positioning addressed, we still have to acknowledge that Tower is small in the global foundry industry. For example, TrendForce put it No. 7 by Q4 2025 revenue. However, management says it is the primary provider and by far the majority supplier of 1.6T silicon PICs. Therefore, Tower's competitive advantage is not overall dominance, but front-running a very valuable niche. Visibility is unus...
YieldMax Short N100 Option Income Strategy ETF ( YQQQ ) announces weekly distribution of $0.0940, 31.84% higher from the prior week's distribution of $0.0713. The annual distribution rate is 38.34%, with an SEC yield of 2.36%. The return of capital is 58.84%. Payable March 27; for shareholders of record March 26; ex-div March 26. Source: Press Release More on YieldMax Short N100 Option Income Stra...
YieldMax Short N100 Option Income Strategy ETF ( YQQQ ) announces weekly distribution of $0.0940, 31.84% higher from the prior week's distribution of $0.0713. The annual distribution rate is 38.34%, with an SEC yield of 2.36%. The return of capital is 58.84%. Payable March 27; for shareholders of record March 26; ex-div March 26. Source: Press Release More on YieldMax Short N100 Option Income Strategy ETF Seeking Alpha’s Quant Rating on YieldMax Short N100 Option Income Strategy ETF Dividend scorecard for YieldMax Short N100 Option Income Strategy ETF
Getty Images Investment Thesis American Superconductor Company ( AMSC ) is a transformative power solutions company that I am currently actively buying. I wanted to start this article off by saying that, because what else could I say right off the bat to prove to you the fact that I am bullish on this name, outside of me putting my money where my mouth is, or in this case, my pen. I believe this s...
Getty Images Investment Thesis American Superconductor Company ( AMSC ) is a transformative power solutions company that I am currently actively buying. I wanted to start this article off by saying that, because what else could I say right off the bat to prove to you the fact that I am bullish on this name, outside of me putting my money where my mouth is, or in this case, my pen. I believe this small-cap company with a market cap of just roughly $1.5 billion is seeing exponential growth thanks to the boom in energy production and electrical equipment needed around the world as a result of AI technology. AMSC is enabling customers to power their factories in ways that scale without adding complexity or size. Increased demand for data centers, semiconductor production, traditional energy production, and more are driving growth for this company. AMSC at a Glance (AMSC Investor Relations) AMSC has seen a 5-year sales CAGR of over 27%. They saw EPS go from $0.02 in 2024 to $0.64 in 2025, an increase of 3,100%. In 2026, a one-time charge for an acquisition boosted and swayed EPS to $3.46, but EPS in 2027 is expected to go back to normal growth for the company, around $1.06. That would be a total of 65% growth from 2024 to 2026, still. Then, EPS growth is expected to stabilize around 30% for the next few years. At current prices, this stock trades around 30x forward 2027 P/E. To me, that is honestly not that expensive for a small-cap company with growth on the top and bottom lines that could each be around 30%, and in an industry and sector that has what seems to be years' worth of tailwinds behind it. The company's 12-month backlog is recorded at over $250 million currently, which should only help increase revenue from here. They have multiple growth drivers in different sectors, from manufacturing, energy, and materials, that are driving robust growth. From power quality and control systems, to wind power systems to ship protection systems. I bet you didn't even know AM...
Microsoft is deepening its AI security ecosystem with new integrations alongside Commvault, Rubrik, XBOW, UiPath, and RSA across threat detection, identity recovery, and automated security testing. RSA is expanding passwordless authentication in Microsoft 365 E7, while Rubrik, Commvault, and XBOW are tying their security offerings more tightly into Microsoft Defender and Sentinel. Leadership chang...
Microsoft is deepening its AI security ecosystem with new integrations alongside Commvault, Rubrik, XBOW, UiPath, and RSA across threat detection, identity recovery, and automated security testing. RSA is expanding passwordless authentication in Microsoft 365 E7, while Rubrik, Commvault, and XBOW are tying their security offerings more tightly into Microsoft Defender and Sentinel. Leadership changes inside Copilot, including Jacob Andreou taking on a key role and Mustafa Suleyman focusing on...
Maskot/DigitalVision via Getty Images Thesis Inhibrx Biosciences, Inc. ( INBX ) reported a Q4 2025 GAAP EPS of -$2.11, a figure that missed expectations by about $0.03. Again, there were continued losses typical of a clinical-stage biotech. The company also ended the year with a decent cash sum of $124.2 million, which should give a moderate liquidity cushion; however, we did see the introduction ...
Maskot/DigitalVision via Getty Images Thesis Inhibrx Biosciences, Inc. ( INBX ) reported a Q4 2025 GAAP EPS of -$2.11, a figure that missed expectations by about $0.03. Again, there were continued losses typical of a clinical-stage biotech. The company also ended the year with a decent cash sum of $124.2 million, which should give a moderate liquidity cushion; however, we did see the introduction of some debt. You see, to strengthen their financial position, Inhibrx secured an additional $75 million in financing this month via an amended loan agreement with Oxford Finance. So, this is a reliance on external funding to support ongoing operations rather than introducing dilution. Going forward, I see Inhibrx as a pretty high-risk, catalyst-driven biotech where the valuation is almost entirely dependent on their two main pipeline assets. I see ozekibart’s clinical and regulatory success in 2026 as the next stock driver, so I'm choosing to focus on this candidate; however, INBRX-106 has some upcoming interim ORR data for randomized, first-line HNSCC that investors should keep an eye out for. As for ozekibart, the upcoming 2026 data readouts and BLA submission drive the bull case. In that sense, I would be on hold-rated until those key data readouts, as the current valuation is already pricing in a pretty reasonable upside, as I'll explain. FY25 overview I think Inhibrx’s FY25 financials are best understood as somewhat of a reset year. Back in 2024, there was a transformative transaction with Sanofi, which pretty much fundamentally altered both the company’s income profile and its cost structure. As a result, this year we saw a big collapse in reported earnings, down from about $1.7 billion in net income in 2024 to a $140.1 million net loss in 2025. We can put this down to the disappearance of the hefty gain booked in 2024 from the sale of INBRX-101 and some other associated assets. We can see that in 2024, other income alone contributed just over $2.0 billion, whereas i...
Beyond Meat ( BYND ) on Wednesday said it will delay reporting its fourth-quarter and full-year 2025 financial results to March 31, citing material weakness in controls and immaterial accounting errors in prior quarterly statements. Consensus for FY25 and Q4 revenues are $275.85M and $62M. BYND -0.01% premarket to $0.6867. Source: Press Release More on Beyond Meat Beyond Meat's Debt Reduction Boug...
Beyond Meat ( BYND ) on Wednesday said it will delay reporting its fourth-quarter and full-year 2025 financial results to March 31, citing material weakness in controls and immaterial accounting errors in prior quarterly statements. Consensus for FY25 and Q4 revenues are $275.85M and $62M. BYND -0.01% premarket to $0.6867. Source: Press Release More on Beyond Meat Beyond Meat's Debt Reduction Bought Time, Not A Turnaround Beyond Meat: The Situation Remains Difficult Beyond Meat Q4 2025 Earnings Preview Quant snapshot: AAR, Noah Holdings lead strong buys as Blaize, Fractyl Health lag Seeking Alpha’s Quant Rating on Beyond Meat
Shiffrin holds off challenge from Germany’s Emma Aicher US star ties record set by Annemarie Moser-Pröll in 1970s Mikaela Shiffrin secured a record-tying sixth women’s overall World Cup skiing title by holding off a challenge from Germany’s Emma Aicher in the final race of the season. Shiffrin needed only to finish in the top 15 of Wednesday’s giant slalom in Lillehammer, and the American secured ...
Shiffrin holds off challenge from Germany’s Emma Aicher US star ties record set by Annemarie Moser-Pröll in 1970s Mikaela Shiffrin secured a record-tying sixth women’s overall World Cup skiing title by holding off a challenge from Germany’s Emma Aicher in the final race of the season. Shiffrin needed only to finish in the top 15 of Wednesday’s giant slalom in Lillehammer, and the American secured that before Aicher had even began her second run. Shiffrin finished 11th and Aicher – who needed to win the race and hope that Shiffrin finished 16th or worse to clinch her first title – finished 12th. Shiffrin was only 17th after the first run but came down in first position in the second and then clinched it when the next two starters placed behind her. After she was told she had won the title, Shiffrin dropped to her knees, put her hand to her face and appeared to be in tears as she asked her team, “Are you sure?” Continue reading...
Qnity Electronics (NYSE:Q) announced a collaboration with NVIDIA to use AI and high performance computing for materials research in semiconductor manufacturing. The company also opened a new large scale manufacturing facility in Delaware to expand capacity for advanced semiconductor components, including specialized CMP pads. Qnity Electronics, trading at $118.34, is moving to align its business w...
Qnity Electronics (NYSE:Q) announced a collaboration with NVIDIA to use AI and high performance computing for materials research in semiconductor manufacturing. The company also opened a new large scale manufacturing facility in Delaware to expand capacity for advanced semiconductor components, including specialized CMP pads. Qnity Electronics, trading at $118.34, is moving to align its business with growing AI related demand in chip production. The stock is up 39.3% year to date and 4.2%...
DKosig As the artificial intelligence landscape continues to rapidly evolve and attract greater scrutiny, the probability of the Citrini scenario unfolding has gained notable traction in prediction markets. For reference, the Citrini scenario describes a hypothetical economic downturn triggered by the rapid spread of AI. In this framework, automation accelerates job displacement, which erodes cons...
DKosig As the artificial intelligence landscape continues to rapidly evolve and attract greater scrutiny, the probability of the Citrini scenario unfolding has gained notable traction in prediction markets. For reference, the Citrini scenario describes a hypothetical economic downturn triggered by the rapid spread of AI. In this framework, automation accelerates job displacement, which erodes consumer demand and creates a self-reinforcing cycle that pushes the economy into a prolonged structural slump. According to Kalshi data, traders are currently assigning about a 26.9% probability to this scenario unfolding—marking a sharp increase from late February, when odds were closer to 10%. On February 28, when the U.S.–Iran conflict escalated with coordinated airstrikes, the market was pricing in only a roughly one-in-ten chance of the Citrini scenario materializing, highlighting how expectations have shifted higher alongside rising geopolitical tensions. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets AI now dominates equities, bonds, and venture capital flows, Apollo warns Cantor Fitzgerald sees the current market pullback as a possible opportunity BNP Paribas raises 2026 inflation outlook as it signals a new 3% era Wells Fargo sees the U.S. economy weathering an oil shock as inflation risks stay contained $14T debt wave looms, threatening higher rates and wider spreads, Apollo warns
MIAMI, March 25, 2026--Addigy, the leader in Apple MDM, significantly expanded its European presence and appointed Michel van den Berg to head international sales.
MIAMI, March 25, 2026--Addigy, the leader in Apple MDM, significantly expanded its European presence and appointed Michel van den Berg to head international sales.
Amazon loves to manufacture an event. March is historically a dry spell for deals; however, with Amazon’s third annual Big Spring Sale , which starts today and runs through March 31st, the retail behemoth is hoping to lure in would-be shoppers with the promise of steep(ish) savings and discounts on more seasonal, spring-centric items to hold folks over until Prime Day surfaces at the onset of summ...
Amazon loves to manufacture an event. March is historically a dry spell for deals; however, with Amazon’s third annual Big Spring Sale , which starts today and runs through March 31st, the retail behemoth is hoping to lure in would-be shoppers with the promise of steep(ish) savings and discounts on more seasonal, spring-centric items to hold folks over until Prime Day surfaces at the onset of summer . The bulk of the deals we’re seeing right now aren’t quite on par with Black Friday or Prime Day, and, as with most shopping events, not everything on sale is worth picking up. That said, Amazon’s latest sale is one of the first big opportunities we’ve seen this year to save — and bypass some tariff-induced pain — especially since some of our favorite gadgets are currently matching their lowest prices to date, including headphones, robot vacuums, and a slew of charging accessories. To help you sift through it all, we’re focusing squarely on the gadgets that are actually worth picking up, many of which we’ve tested and recommend even at full price. You’re not limited to Amazon, either. Retailers like Best Buy and Walmart are offering the same deals in a lot of cases, meaning you don’t necessarily need to succumb to shopping at the so-called “Everything Store” just to save a buck (or 50). Speaker deals Echo Dot Max The Echo Dot Max features a flat design and a redesigned sound system, which delivers nearly three times the bass as its predecessor. It also offers improved conversation detection and better noise filtering, thanks to Amazon’s new AZ3 chip. Read our review . Where to Buy: $99.99 $74.99 at Amazon $99.99 $74.99 at Best Buy $99.99 $74.99 at Target Sonos Move 2 With double the battery life of its predecessor and better-sounding stereo audio, the Sonos Move 2’s improvements don’t stop there. It supports line-in audio, can stream Bluetooth audio to other Sonos speakers, and more. Read our review. Where to Buy: $499 $399 at Amazon $499 $399 at Best Buy $499 $399 at S...