Luis Alvarez Stock index futures pared some gains on Monday as Iran refuted U.S. President Donald Trump's claims of talks between the two countries. Here are the four stocks to watch on the day: Apple ( AAPL ) rose 1.5% in premarket trading after Morgan Stanley highlighted “sustained” iPhone strength and “record” upgrade rates. The firm’s late-2025 AlphaWise Global Smartphone Survey showed blended...
Luis Alvarez Stock index futures pared some gains on Monday as Iran refuted U.S. President Donald Trump's claims of talks between the two countries. Here are the four stocks to watch on the day: Apple ( AAPL ) rose 1.5% in premarket trading after Morgan Stanley highlighted “sustained” iPhone strength and “record” upgrade rates. The firm’s late-2025 AlphaWise Global Smartphone Survey showed blended iPhone upgrade rates reached 37%, up 2 percentage points year-over-year, with China's upgrade rates hitting all-time highs. Berkshire Hathaway ( BRK.A ) ( BRK.B ) gained 0.53% in premarket trade following the announcement that the conglomerate plans to invest JPY 287.4 billion (approximately $1.8 billion) in the Japanese insurance firm Tokio Marine Holdings. The investment will be made through Berkshire’s reinsurance unit, National Indemnity Company, which will initially acquire a roughly 2.5% stake in the insurer through the disposition of treasury stock held by Tokio Marine. Core Scientific ( CORZ ) advanced 1.07% in premarket trading after the company closed an additional $500 million commitment from JPMorgan Chase Bank under the accordion feature of its previously announced 364-day credit facility. The move brings total funded commitments under the facility to $1 billion, including a prior $500 million commitment from Morgan Stanley, with borrowings bearing interest at SOFR plus 250 basis points. Palantir ( PLTR ) climbed 1.55% in premarket trade after Deputy Secretary of Defense Steve Feinberg said in a letter to Pentagon leaders that Palantir’s Maven AI system will become an official program of record. In the March 9 letter, Feinberg stated that embedding Palantir’s Maven Smart System would provide warfighters “with the latest tools necessary to detect, deter, and dominate our adversaries in all domains.” More on related stories Palantir: Probably The Most Consequential AI Company In Our Dangerous World Berkshire's Abel Shows Actions Speak Louder Than Words, But The ...
OpenAI ( OPENAI ) has hired one of Meta Platform's ( META ) former top digital advertising executives, David Dugan, to serve as its vice president of global ad solutions, according to The Wall Street Journal . Dugan left his position as vice president of global clients and agencies at Meta earlier this month. He now reports to OpenAI's Chief Operating Officer Brad Lightcap, the report said. He wil...
OpenAI ( OPENAI ) has hired one of Meta Platform's ( META ) former top digital advertising executives, David Dugan, to serve as its vice president of global ad solutions, according to The Wall Street Journal . Dugan left his position as vice president of global clients and agencies at Meta earlier this month. He now reports to OpenAI's Chief Operating Officer Brad Lightcap, the report said. He will help the company push digital advertising in order to generate more revenue for its gargantuan spending needs. OpenAI began testing ads in its free and lower-tier subscription versions of ChatGPT earlier this year. Dugan worked at Meta for more than 12 years. During Super Bowl LX, OpenAI rival Anthropic ( ANTHRO ) ran commercials making fun of OpenAI for the digital advertising it had started to place on free and cheaper versions of ChatGPT. Two years ago, OpenAI CEO Sam Altman said ads are a "last resort for us as a business model." OpenAI CEO of Applications Fidji Simo had also worked as the vice president and head of Meta's Facebook for a decade, where she oversaw the social media company's ad strategy. She then served as Instacart's ( CART ) CEO from 2021 through 2025, leading the company to an initial public offering during her tenure. In December 2025, OpenAI hired former Slack CEO Denise Dresser as its chief revenue officer. More on OpenAI and Meta Nadella's Flip-Flop Meta Platforms: The AI Spending Spree Is Out Of Control OpenAI's Dilemma OpenAI offering attractive deals to private equity firms: report OpenAI in talks to buy electricity from Altman-backed fusion startup: Axios
Helios Technologies ( HLIO ) declares $0.12/share quarterly dividend, 33.3% increase from prior dividend of $0.09. Forward yield 0.76% Payable April 27; for shareholders of record April 13; ex-div April 13. See HLIO Dividend Scorecard, Yield Chart, & Dividend Growth. More on Helios Technologies Helios Technologies, Inc. (HLIO) Analyst/Investor Day Transcript Helios Technologies, Inc. (HLIO) Analys...
Helios Technologies ( HLIO ) declares $0.12/share quarterly dividend, 33.3% increase from prior dividend of $0.09. Forward yield 0.76% Payable April 27; for shareholders of record April 13; ex-div April 13. See HLIO Dividend Scorecard, Yield Chart, & Dividend Growth. More on Helios Technologies Helios Technologies, Inc. (HLIO) Analyst/Investor Day Transcript Helios Technologies, Inc. (HLIO) Analyst/Investor Day - Slideshow Helios Technologies, Inc. 2025 Q4 - Results - Earnings Call Presentation Helios targets $820M–$860M 2026 revenue with margin expansion through product innovation Seeking Alpha’s Quant Rating on Helios Technologies
ParaZero Technologies ( PRZO ) announced on Monday that it has entered into a definitive agreement in a registered direct offering with a single institutional investor for the purchase and sale of approximately $4 million of ordinary shares and pre-funded warrants at a price of $0.75 per ordinary share. The offering consisted of the sale of 5,333,333 ordinary shares (or pre-funded warrants) at $0....
ParaZero Technologies ( PRZO ) announced on Monday that it has entered into a definitive agreement in a registered direct offering with a single institutional investor for the purchase and sale of approximately $4 million of ordinary shares and pre-funded warrants at a price of $0.75 per ordinary share. The offering consisted of the sale of 5,333,333 ordinary shares (or pre-funded warrants) at $0.75 per ordinary share (or $0.74999 for each pre-funded warrant, which is equal to the public offering price per ordinary share to be sold in the offering minus an exercise price of $0.00001 per pre-funded warrant). The pre-funded warrants will be immediately exercisable and may be exercised at any time until exercised in full. For each pre-funded warrant sold in the offering, the number of ordinary shares in the offering will be decreased on a one-for-one basis. Aggregate gross proceeds to the company are expected to be approximately $4 million. The transaction is expected to close on or about March 24, 2026. The company expects to use the net proceeds from the offering, together with its existing cash, for general corporate purposes and working capital. Following completion of the offering, the Company will have 28,760,239 ordinary shares issued and outstanding, assuming the exercise of all pre-funded warrants issued in the offering. PRZO -15.15% premarket to $0.9078. Source: Press Release More on ParaZero Technologies Financial information for ParaZero Technologies
NVIDIA (NVDA.US) and Emerald AI have partnered with six major power giants to promote 'computing-power synergy' and build a new generation of AI factories. Moomoo
NVIDIA (NVDA.US) and Emerald AI have partnered with six major power giants to promote 'computing-power synergy' and build a new generation of AI factories. Moomoo
美股三大股指期货在特朗普释放停火五天信号后拉升，但在伊朗否认后收窄涨幅。 截至发稿，道指期货涨1.76%，标普500指数期货涨1.71%，纳指期货涨1.63%。 美国总统特朗普表示，过去两天，美国和伊朗举行了“非常好的、富有成效的”会谈，旨在解决中东地区的敌对行动，这预示着紧张局势可能缓和。 特朗普在 Truth Social 上发帖称，他已指示战争部推迟对伊朗发电厂和能源基础设施的任何军事打击五...
Since peaking last fall, Microsoft (MSFT 1.84%) shares are down more than 25%. The sell-off accelerated in 2026, as fears that generative artificial intelligence (AI) software would render Microsoft's expensive enterprise software suite obsolete led analysts to rerate how much Microsoft's current earnings are actually worth. On top of that, Microsoft's second-quarter earnings report in January sho...
Since peaking last fall, Microsoft (MSFT 1.84%) shares are down more than 25%. The sell-off accelerated in 2026, as fears that generative artificial intelligence (AI) software would render Microsoft's expensive enterprise software suite obsolete led analysts to rerate how much Microsoft's current earnings are actually worth. On top of that, Microsoft's second-quarter earnings report in January showed accelerating spending on AI data centers without a corresponding acceleration in revenue from its Azure cloud computing platform. There are certainly some well-placed concerns about Microsoft, which increase the risks for investors buying the stock today. The question investors need to ask is whether the current stock price accurately reflects the investment risk or if the market sell-off is overblown at this point and presents an incredible buying opportunity. The big risks facing Microsoft While the market has sold off Microsoft stock in the last few months, analysts' outlooks for the company remain very positive. On average, analysts expect the company's earnings per share to improve by 23% over the next year. And while they see a slowdown coming in 2027, they still expect 13% earnings growth for the year. With the stock trading at a price-to-earnings ratio of 24, this puts its price/earnings-to-growth ratio very close to 1. That's a level associated with strong buys. That means Microsoft is either a great investment opportunity right now, or a lot of analysts are about to change their outlooks for the business. One big reason for the sell-off is disappointing Azure results. While Microsoft increased spending on capital expenditures and leases for its cloud computing platform to $37.5 billion last quarter, revenue growth remained at around the same level as previous quarters, 38% on a constant currency basis. Management says Azure's growth was curbed by its decision to allocate more of its data center servers to its internal AI development. As a result, it didn't hav...
Jacob Wackerhausen/iStock via Getty Images Ford ( F ) and Major League Baseball have agreed to a multi-year partnership that will position the automaker at key league events, promotions, and celebrations tied to America’s 250th anniversary. As the league’s official automotive partner, Ford ( F ) will show up for baseball events at all levels, from Little League games to the World Series. Ford ( F ...
Jacob Wackerhausen/iStock via Getty Images Ford ( F ) and Major League Baseball have agreed to a multi-year partnership that will position the automaker at key league events, promotions, and celebrations tied to America’s 250th anniversary. As the league’s official automotive partner, Ford ( F ) will show up for baseball events at all levels, from Little League games to the World Series. Ford ( F ) will also serve as the presenting sponsor of MLB’s July 4 initiative. This partnership with MLB complements Ford’s ( F ) relationship with 10 clubs, including the New York Mets, New York Yankees, Kansas City Royals, Minnesota Twins, Pittsburgh Pirates, and St. Louis Cardinals. The collaboration also includes sweepstakes in which entrants can win tickets to the All-Star Game and a chance to win a 2026 F-150 Lariat or 2026 Bronco Badlands SUV. While the financial terms of the partnership were not disclosed, sports sponsorships tend to be very lucrative for the sponsor by increasing brand recognition and enhancing image at high-attendance events. Currently more than two-thirds of automakers rely on sport sponsorships to connect with their key demographic, with Ford ( F ) and Toyota ( TM ) the top spenders on this form of advertising. Ford ( F ) is up more than 2% into Monday’s open, outperforming rivals General Motors ( GM ), Stellantis ( STLA ), and Toyota ( TM ). More on Ford Ford's Meltdown's A Gift - Diversified Growth,Resilient Dividends More Compelling Now Ford Motor Switches To Chinese Battery Tech For Its New $30,000 Electric Pickup Ford: Better Value Than You'd Think Chinese EV makers look to gain ground in North America amid the tariff backdrop Ford Motor to buyback up to 31.7M shares under new plan
India’s securities market regulator will allow foreign investors to settle their same-day trades in the stock market on a net basis, making it easier for them to conduct business and boost their participation. The latest measure means a global fund will be allowed to settle their buy and sell orders in the market against each other, the Securities and Exchange Board of India said in a statement fo...
India’s securities market regulator will allow foreign investors to settle their same-day trades in the stock market on a net basis, making it easier for them to conduct business and boost their participation. The latest measure means a global fund will be allowed to settle their buy and sell orders in the market against each other, the Securities and Exchange Board of India said in a statement following its board meeting Monday. Currently, India asks foreign investors to settle each transaction separately. The rule change will lower the funds required by foreign investors to be parked with their local custodians and thereby, the cost of trading in Indian markets. The regulator said the new guidelines will come into effect on or before December 31. SEBI said the new rules will be limited to purchase and sale transactions during a trading day and will exclude intra-day buying and selling of the same stock. If that happens, it will have to be settled on a gross basis. Since non-outright transactions will be settled on a gross basis, “concerns relating to potential market influence arising from foreign positions or speculative trading activity is allayed,” SEBI said. The latest directive will be beneficial for passive funds that undertake outright selling or buying of various stocks on the day of rebalancing of underlying stock indices. The development is the latest in a string of measures SEBI has taken to appease foreign investors, who have been net sellers of local stocks in recent months. Global funds have pulled out more than $10 billion from Indian stocks this year, adding to a record selloff in 2025.
Monty Rakusen/DigitalVision via Getty Images Summary I gave a buy rating to VNET Group ( VNET ) in October last year, with my key thesis being that VNET will continue to see very strong growth, driven by China's ambition to achieve AI superiority, and also that VNET has a viable REIT monetization strategy that could enhance shareholder value. I remain bullish in this update. My bullish thesis is s...
Monty Rakusen/DigitalVision via Getty Images Summary I gave a buy rating to VNET Group ( VNET ) in October last year, with my key thesis being that VNET will continue to see very strong growth, driven by China's ambition to achieve AI superiority, and also that VNET has a viable REIT monetization strategy that could enhance shareholder value. I remain bullish in this update. My bullish thesis is showing up in the numbers, especially in wholesale revenue growth, capacity delivery, and better visibility that VNET can fund growth without diluting shareholders. Earnings results update This was a strong quarter for VNET. Total net revenue grew 19.6% y/y to RMB2.69 billion, with IDC revenue up 23.7% y/y to RMB2.02 billion and non-IDC revenue up 8.8% y/y to RMB670.8 million. Within IDC, wholesale was still the main driver, with revenue up 47.1% y/y to RMB978.1 million, while retail revenue grew 7.6% y/y to RMB1.04 billion. In terms of capacity, wholesale capacity in service reached 889 MW at the end of Q4, up from 783 MW in Q3. Wholesale utilized capacity also grew to 623 MW from 582 MW in Q3. While wholesale utilization fell to 70.1% from 74.3% in Q3 and 72.6% last year, note that mature wholesale utilization was still >90% at 93.1%. While GAAP gross profit only grew by 7% y/y with gross margin down ~240 bps y/y to 20.1% from 22.5% a year ago, adj. cash gross profit actually grew 23.1% y/y to RMB 1.14 billion, and adj. cash gross margin improved to 42.3% from 41.1%. That said, this did not translate into solid earnings growth as adj. EBITDA was only up 11.6% y/y to RMB805.1 million, with adj. EBITDA margin declining to 30% from 32.1%. The wholesale story got better The main reason I stay bullish is that my bull case is playing out in the numbers, showing up in reported revenue and delivered capacity. As mentioned, wholesale revenue grew 47.1% y/y in Q4, with VNET also adding ~107 MW of wholesale capacity in service during the quarter, ending Q4 with 889 MW in service. The...
Sundry Photography/iStock Editorial via Getty Images Shares of MongoDB ( MDB ) rose about 3% premarket on Monday after Mizuho upgraded the stock to Outperform from Neutral, citing durable growth drivers with an AI tailwind. The firm also raised the price target on the stock to $325 from $290. Analysts led by Siti Panigrahi said MongoDB's growth profile has inflected meaningfully: record fiscal yea...
Sundry Photography/iStock Editorial via Getty Images Shares of MongoDB ( MDB ) rose about 3% premarket on Monday after Mizuho upgraded the stock to Outperform from Neutral, citing durable growth drivers with an AI tailwind. The firm also raised the price target on the stock to $325 from $290. Analysts led by Siti Panigrahi said MongoDB's growth profile has inflected meaningfully: record fiscal year 2026 net customer adds of 10.7K (up 60% year-over-year), net revenue retention, or NRR, improving from 118% to 121%, and headcount growing just 1% against 23% revenue growth signal a business entering a new phase of efficient, durable growth. The analysts added that new CEO CJ Desai's retooled go-to-market combines deep Fortune 500, or F500, relationships with a renewed developer focus, supported by platform expansion well beyond the core document database. "We see AI as a structural tailwind, with vibe coding expanding application creation and AI-enabled apps requiring more database workloads per application. We view the FY27 guide as deliberately conservative and our bottom-up work models FY27 revenue upside of $3.07B (25% growth) vs. Street at $2.90B (18%), with meaningful margin upside. The post-FQ4 dislocation (sold off ~24% vs. IGV flat) represents a favorable entry point," said Panigrahi and his team. More on MongoDB MongoDB: May Not Be A Hypergrowth Company Like Before MongoDB, Inc. (MDB) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript MongoDB, Inc. (MDB) Q4 2026 Earnings Call Transcript Notable analyst calls this week: MongoDB, Marvell and Southern Co among top picks MongoDB plummets 25% after guidance miss, but analysts say reaction 'overblown'
The president announced a five-day pause on strikes and markets surged, even as Tehran denied any negotiations were underway… and Israeli drones kept flying
The president announced a five-day pause on strikes and markets surged, even as Tehran denied any negotiations were underway… and Israeli drones kept flying