Tomy Ardiansyah/iStock via Getty Images Overview With market indices trading sideways over the last few months, we are in a unique market environment. Typically, debt-focused income funds are a solid way to hedge against the uncertainty of equities. However, the elevated interest rate environment has put pressure on many of these high-yield funds as the concerns related to the risk of defaults rem...
Tomy Ardiansyah/iStock via Getty Images Overview With market indices trading sideways over the last few months, we are in a unique market environment. Typically, debt-focused income funds are a solid way to hedge against the uncertainty of equities. However, the elevated interest rate environment has put pressure on many of these high-yield funds as the concerns related to the risk of defaults remain relevant. However, I believe that the PIMCO Global StocksPLUS & Income Fund ( PGP ) has become riskier and may have trouble navigating these challenges over the course of 2026. At the time of my last coverage, I issued a buy rating due to the attractive valuation at the time. With growing concerns around the debt markets, PGP's price-to-NAV valuation remains highly attractive. However, I believe there is a chance that the discount can deepen in a scenario where interest rates are not cut. PGP currently trades at a discount to NAV of 0.7% at the time of this writing. As we can see from the red line on the graph below, PGP continues to trade near one of the lowest price-to-NAV discounts over the last five-year period. However, this steep discount may be a direct reflection of the market's perception of the fund. As the risk profile increases, the discount valuation may steepen. CEF Data I wanted to revisit this fund to discuss why the outlook may see more downside. This ultimately comes down to the fund's increased use of leverage during this high-interest-rate environment. In a scenario where interest rates do not trend lower over the next twelve months, I believe that PGP's share price is at risk of eroding over the next few quarters. Even if PGP's portfolio isn't actually impacted by defaults, the fund can get dragged down by pure sentiment alone. So let's briefly review the fund's operating strategy that it implements to generate earnings. Portfolio Is Sensitive To Interest Rates According to the latest fund overview , PGP has total managed assets of $125M that are sp...
GE Aerospace GE is witnessing persistent strength in its Defense & Propulsion Technologies segment. Robust demand for the company’s propulsion & additive technologies, engines, critical aircraft systems and aftermarket services in the defense sector is driving the segment’s performance. Recently, GE entered into a partnership with Palantir Technologies Inc. (PLTR) to improve fleet management and b...
GE Aerospace GE is witnessing persistent strength in its Defense & Propulsion Technologies segment. Robust demand for the company’s propulsion & additive technologies, engines, critical aircraft systems and aftermarket services in the defense sector is driving the segment’s performance. Recently, GE entered into a partnership with Palantir Technologies Inc. (PLTR) to improve fleet management and boost the operational readiness of military aircraft for the U.S. Air Force. As part of the program, GE will work on improving the readiness of its J85 engine that powers the U.S. Air Force’s T-38 training aircraft. Also, in January, the company clinched a $1.4 billion deal from Naval Air Systems Command to supply T408 engines for the U.S. Marine Corps’ Sikorsky CH-53K King Stallion heavy-lift helicopter. Apart from this, in 2025, the company secured a $5 billion contract from the U.S. Air Force to supply F110 engines, parts and support services as part of a Foreign Military Sales (FMS) program. Also, GE Aerospace received an Indefinite Delivery Indefinite Quantity (IDIQ) contract from the U.S. Army to supply F110 engines for F-15 and F-16 jets used by allied countries. Driven by strong bookings, revenues from the Defense & Propulsion Technologies segment increased 11% year over year and orders grew 19% in 2025. Rising U.S. & international defense budgets and heightened geopolitical tensions, along with positive airline & airframer dynamics, will augur well for the segment in the quarters ahead. For 2026, adjusted revenues from the defense and propulsion technologies unit are expected to increase in the mid-to-high single-digit range. GE's Peers in the Aerospace Market Among its major peers, Northrop Grumman Corporation's NOC defense market is playing an important role in driving its overall growth. In fourth-quarter 2025, revenues from Northrop’s Defense Systems segment climbed 7.2% year over year to $2.15 billion. The improvement was driven by higher volumes tied to materi...
The Canadian billionaire Stephen Smith has bought a stake in the parent company of the Economist, held by Lynn Forester de Rothschild, in only the third significant ownership structure shake-up in its 183-year history. Smith and his family holding company, Smith Financial Corp, which owns financial businesses, including co-ownership of influential proxy advisory group Glass Lewis, has acquired a 2...
The Canadian billionaire Stephen Smith has bought a stake in the parent company of the Economist, held by Lynn Forester de Rothschild, in only the third significant ownership structure shake-up in its 183-year history. Smith and his family holding company, Smith Financial Corp, which owns financial businesses, including co-ownership of influential proxy advisory group Glass Lewis, has acquired a 26.9% stake in the Economist Group (TEG) for an undisclosed sum. Last year it was reported that the family banking dynasty’s holding in the media group, which also includes 20% of the voting shares, was worth about $537m. TEG is the parent company of the respected weekly news magazine, the Economist, which the company itself refers to as a newspaper, as well as a digital-only sister publication 1843 Magazine and a business intelligence unit. It reported revenues of £369m and a profit of £48m in the year to the end of March 2025, while subscriber numbers to the Economist increased by 3% to 1.25 million. Forester de Rothschild, her family and her family foundation had held a stake in the TEG since 2002. Forester de Rothschild is chief executive of the EL Rothschild private family office and founder of the Council for Inclusive Capitalism, a non-profit organisation. The deal is subject to approval by the company’s four independent trustees, who are responsible for maintaining the editorial values of the Economist, and TEG’s board of directors. “This investment reflects Mr Smith’s full support for the Economist’s long‑standing tradition of rigorous editorial independence and will see Tthe Economist’s strategy and operations continue unaffected,” said a spokesperson. “Mr Smith is a Canadian entrepreneur and investor with significant holdings in leading Canadian financial services businesses, alongside meaningful philanthropic commitments to education, history and the arts.” According to Smith Financial Corporation, which Smith founded and leads as chief executive, he chairs Histo...
An acquisition can transform a company dramatically, sometimes for better or worse. While it can lead to more growth opportunities, it can also create complexity, add cost, and saddle the business with debt along the way. When it comes to Netflix (NFLX +0.37%) and its recent acquisition efforts to acquire key assets from Warner Bros. Discovery, investors appeared to be convinced that the deal was ...
An acquisition can transform a company dramatically, sometimes for better or worse. While it can lead to more growth opportunities, it can also create complexity, add cost, and saddle the business with debt along the way. When it comes to Netflix (NFLX +0.37%) and its recent acquisition efforts to acquire key assets from Warner Bros. Discovery, investors appeared to be convinced that the deal was a bad one. The stock was falling amid efforts to acquire assets it believed would enhance its long-term growth prospects. And when the company eventually gave up, paving the way for Paramount Skydance to acquire Warner Bros. Discovery, Netflix's stock proceeded to rally. Here's why investors likely weren't thrilled with the deal, and why the streaming stock is a more attractive buy today. The payoff for Netflix wasn't clear to investors Netflix's bid for Warner Bros. was a significant one, valuing it at $82.7 billion. It's a massive valuation that would have required Netflix to take on debt in order to close the deal. That didn't sit well with investors, given that Netflix has already been doing fine on its own, as its service has approximately 325 million subscribers around the world. By comparison, HBO Max, which it would have acquired in the Warner Bros. deal, has around 130 million. The company's growth strategy has been working just fine thus far, and attempting to incorporate a big behemoth into its operations would have undoubtedly been costly and complicated. Warner Bros. was already in the midst of breaking up from Warner Bros. Discovery, and while Netflix saw an opportunity to acquire it, the company admitted that the bidding war with Paramount resulted in a possible deal being "no longer financially attractive," and thus, Netflix walked away. Expand NASDAQ : NFLX Netflix Today's Change ( 0.37 %) $ 0.35 Current Price $ 95.56 Key Data Points Market Cap $402B Day's Range $ 94.97 - $ 96.33 52wk Range $ 75.01 - $ 134.12 Volume 386K Avg Vol 49M Gross Margin 48.59 % Net...
Key Points UBT251 is a drug that Novo Nordisk is developing with a Chinese company. It's a triple agonist drug that averaged nearly 20% weight loss over a 24-week trial. Improved growth prospects could give Novo Nordisk's beaten-down stock plenty of room to rise higher. 10 stocks we like better than Novo Nordisk › It's been a tough year for Novo Nordisk (NYSE: NVO) stock, to say the least. The com...
Key Points UBT251 is a drug that Novo Nordisk is developing with a Chinese company. It's a triple agonist drug that averaged nearly 20% weight loss over a 24-week trial. Improved growth prospects could give Novo Nordisk's beaten-down stock plenty of room to rise higher. 10 stocks we like better than Novo Nordisk › It's been a tough year for Novo Nordisk (NYSE: NVO) stock, to say the least. The company has undergone a change in CEO, its share price has been cut in half, and it has also slashed its guidance for the year due to rising competition in the GLP-1 drug market. Things have been spiraling for the stock, as it has been difficult to build up much of a bullish case for the company of late. It's easy, however, for the market to get overly bearish on a stock, crippling its valuation in the process. But Novo Nordisk is an innovative company, one that's continually looking for ways to get bigger and to grow its business. It also has a promising GLP-1 drug that could bolster its growth prospects in the not-too-distant future. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The company's triple agonist drug averaged nearly 20% weight loss after just 24 weeks Last month, Novo Nordisk announced that a drug that it is developing with a Chinese company, The United Laboratories International Holdings Limited, had demonstrated some impressive results in a phase 2 trial. The drug, UBT251, helped people lose an average of 19.7% of their body weight after using it for 24 weeks. It is a triple agonist drug that targets multiple hormone receptors: GLP-1, GIP, and glucagon. Rival Eli Lilly is also developing a triple agonist drug, retatrutide, which in a recent trial achieved an average weight loss of 28.7%, but that was after a period of 68 weeks. If UBT251 can bridge the gap over a longer duration, it could g...
"Demand For Critical Isotopes Rising, Supply Limited": Oklo Lands First NRC License & Another DOE Milestone In a double dose of regulatory green lights delivered on the same day, Oklo and its wholly owned subsidiary Atomic Alchemy just notched two meaningful milestones that underscore America’s push to reclaim control over critical nuclear supply chains. *Oklo Announces DOE Approval for Nuclear Sa...
"Demand For Critical Isotopes Rising, Supply Limited": Oklo Lands First NRC License & Another DOE Milestone In a double dose of regulatory green lights delivered on the same day, Oklo and its wholly owned subsidiary Atomic Alchemy just notched two meaningful milestones that underscore America’s push to reclaim control over critical nuclear supply chains. *Oklo Announces DOE Approval for Nuclear Safety Design Agreement of Aurora Powerhouse at Idaho National Laboratory — zerohedge (@zerohedge) March 17, 2026 The news sent the stock flying in early morning trading. What happened? First, the U.S. Nuclear Regulatory Commission issued Atomic Alchemy its inaugural materials license . The permit authorizes the company to receive, possess, process, repackage, and distribute up to 2 curies of radium-226 (material currently treated as waste) along with sealed sources of cobalt-60 and americium-241 for calibration. Operations will kick off at Atomic Alchemy’s Idaho Radiochemistry Laboratory in Idaho Falls, paving the way for initial commercial sales of recovered isotopes used in cancer therapies, medical research, advanced manufacturing, and national security applications. Oklo CEO Jacob DeWitte said, “Demand for critical isotopes is rising, but U.S. supply remains limited. This work helps create a more resilient and dependable domestic supply chain of isotopes and supports the transition from early operations to durable, commercial isotope production in the United States.” Hot on its heels came the second announcement : the Department of Energy approved the Nuclear Safety Design Agreement (NSDA) for Oklo’s flagship Aurora powerhouse at Idaho National Laboratory. Following the recent signing of an Other Transaction Agreement under DOE’s Reactor Pilot Program, the NSDA marks the first formal step in the accelerated authorization pathway. Oklo has already requested review of its Preliminary Documented Safety Analysis , building on the project’s September 2025 groundbreaking and t...
The VIX fear gauge has climbed more than 54% over the past month, sitting in the elevated uncertainty zone at a reading that ranks in the 93rd percentile of the past year. Meanwhile, the S&P 500 is down nearly 2% year-to-date while consumer sentiment sits at 56.4, deep in pessimistic territory. Geopolitical tensions, tariff uncertainty, ... Worried About a Market Crash? 3 ETFs to Buy to Sleep Well...
The VIX fear gauge has climbed more than 54% over the past month, sitting in the elevated uncertainty zone at a reading that ranks in the 93rd percentile of the past year. Meanwhile, the S&P 500 is down nearly 2% year-to-date while consumer sentiment sits at 56.4, deep in pessimistic territory. Geopolitical tensions, tariff uncertainty, ... Worried About a Market Crash? 3 ETFs to Buy to Sleep Well At Night
First, if you are lucky, there is a loud warning alert on your phone. Then the sirens scream from all around you. Within seconds, people move quickly but calmly: to a safe room, to a shelter, sometimes simply to the nearest underground car park. Some families sleep in public shelters, unsure whether they can reach safety from home in time, young children in tow. In my case, the past few weeks have...
First, if you are lucky, there is a loud warning alert on your phone. Then the sirens scream from all around you. Within seconds, people move quickly but calmly: to a safe room, to a shelter, sometimes simply to the nearest underground car park. Some families sleep in public shelters, unsure whether they can reach safety from home in time, young children in tow. In my case, the past few weeks have meant hours in a shared reinforced room with neighbours, time alongside strangers – and their calming dogs – in public shelters, and, fortunately, many nights sleeping in a safe room between sirens. Each time you wait as the sound of interceptions echoes somewhere overhead. Sometimes the moments are more frightening: the thud of cluster munitions breaking apart in the sky, or the impact when they land, injuring or killing people within earshot. For the past few weeks, this has been part of daily life in Tel Aviv as missiles launched by the Islamic Republic and Hezbollah target Israeli cities. Most are intercepted. Some are not. Most tragically in Beit Shemesh, where nine people – including three children from the same family – were killed by a missile strike. Even when bombs are blocked, the experience leaves its mark: the sudden spike of adrenaline, the quiet messages sent afterwards to loved ones: are you OK? I had been meant to spend my time here welcoming a group of supporters to see the work of the global organisation whose UK team I lead, New Israel Fund: Israelis and Palestinians rebuilding communities after 7 October, confronting settler violence in the West Bank and defending democracy and equality. Instead I have had a sobering window into a reality people across this region know far too well. Previously, when urging compassion during times of conflict, I often wrote that those of us living thousands of miles away should resist importing hatred and violence into our own societies. This time, instead of writing from London, I am writing as I enter my third week ge...
JHVEPhoto/iStock Editorial via Getty Images Reasons to Continue Buying AVGO Broadcom Inc.'s ( AVGO ) share price weakness since my late December bullish thesis doesn't affect my optimistic outlook because it was likely sentiment-driven. Fundamentally, Broadcom is becoming stronger every quarter. And I am not talking about only earnings but about various multiple qualitative factors as well. First ...
JHVEPhoto/iStock Editorial via Getty Images Reasons to Continue Buying AVGO Broadcom Inc.'s ( AVGO ) share price weakness since my late December bullish thesis doesn't affect my optimistic outlook because it was likely sentiment-driven. Fundamentally, Broadcom is becoming stronger every quarter. And I am not talking about only earnings but about various multiple qualitative factors as well. First and foremost, Broadcom remains heavily innovation-focused with multiple new product releases in March . The AI revolution is progressing rapidly as the number of use cases is expanding. With large language models, or LLMs, becoming smarter, the industry becomes more demanding of the compute power as well. Therefore, I believe that Broadcom's rapid pace of product upgrades positions the company to capitalize on the next wave of global AI spending. Let me remind you that the four largest public gen AI players (Microsoft ( MSFT ), Google ( GOOG ), Amazon ( AMZN ), and Meta (META)) are ready to invest hundreds of billions in AI capex in 2026. And we are speaking about only four companies while there are several other large companies in the U.S. alone. Therefore, structural AI tailwinds are still strong. If we return to Broadcom's recent new product releases, the pace of innovation is really impressive. On March 12 , the company announced shipping a new Tomahawk 6 family switch series with industry-leading performance of 102.4 Tbps. It implies that Broadcom started production shipping in under six months from sampling , which is an absolutely incredible execution in such a technologically complex domain as AI networking. With such a rapid pace of innovation, Broadcom is gaining first-mover advantage in a thriving subsegment of AI networking. According to Dell'Oro Group , the AI back-end switch market will be worth $100 billion by 2030. Broadcom's swift progress from sampling to production shipping for its Tomahawk 6 family switch series means that we can expect the same rapid ex...
JHVEPhoto/iStock Editorial via Getty Images Reasons to Continue Buying AVGO Broadcom Inc.'s ( AVGO ) share price weakness since my late December bullish thesis doesn't affect my optimistic outlook because it was likely sentiment-driven. Fundamentally, Broadcom is becoming stronger every quarter. And I am not talking about only earnings but about various multiple qualitative factors as well. First ...
JHVEPhoto/iStock Editorial via Getty Images Reasons to Continue Buying AVGO Broadcom Inc.'s ( AVGO ) share price weakness since my late December bullish thesis doesn't affect my optimistic outlook because it was likely sentiment-driven. Fundamentally, Broadcom is becoming stronger every quarter. And I am not talking about only earnings but about various multiple qualitative factors as well. First and foremost, Broadcom remains heavily innovation-focused with multiple new product releases in March . The AI revolution is progressing rapidly as the number of use cases is expanding. With large language models, or LLMs, becoming smarter, the industry becomes more demanding of the compute power as well. Therefore, I believe that Broadcom's rapid pace of product upgrades positions the company to capitalize on the next wave of global AI spending. Let me remind you that the four largest public gen AI players (Microsoft ( MSFT ), Google ( GOOG ), Amazon ( AMZN ), and Meta (META)) are ready to invest hundreds of billions in AI capex in 2026. And we are speaking about only four companies while there are several other large companies in the U.S. alone. Therefore, structural AI tailwinds are still strong. If we return to Broadcom's recent new product releases, the pace of innovation is really impressive. On March 12 , the company announced shipping a new Tomahawk 6 family switch series with industry-leading performance of 102.4 Tbps. It implies that Broadcom started production shipping in under six months from sampling , which is an absolutely incredible execution in such a technologically complex domain as AI networking. With such a rapid pace of innovation, Broadcom is gaining first-mover advantage in a thriving subsegment of AI networking. According to Dell'Oro Group , the AI back-end switch market will be worth $100 billion by 2030. Broadcom's swift progress from sampling to production shipping for its Tomahawk 6 family switch series means that we can expect the same rapid ex...
BELFAST, Northern Ireland, March 17, 2026 /PRNewswire/ -- Adoreboard, the Belfast-based AI firm, has been selected by NVIDIA to present breakthrough research at NVIDIA GTC 2026, where it today unveils Customer Revenue Impact (CRI), a new approach that automatically connects customer feedback to revenue outcomes. Picture caption: Left to right: Adoreboard COO Aislin Cathcart, CEO Chris Johnston, an...
BELFAST, Northern Ireland, March 17, 2026 /PRNewswire/ -- Adoreboard, the Belfast-based AI firm, has been selected by NVIDIA to present breakthrough research at NVIDIA GTC 2026, where it today unveils Customer Revenue Impact (CRI), a new approach that automatically connects customer feedback to revenue outcomes. Picture caption: Left to right: Adoreboard COO Aislin Cathcart, CEO Chris Johnston, and Senior AI and Insights Engineer Zamena Jaffer, who will present the company's Accelerated Speed to Insight research at NVIDIA GTC 2026 in San Jose, California. Powered by NVIDIA GPU acceleration, Adoreboard's Deep Semantic Clustering technique analyzes customer feedback 923 times faster than manual human analysis, reducing processing time per comment from 30 seconds to 0.03 seconds while increasing the quality of insight. Adoreboard's AI detects levels of human trust in customer feedback from contact centers, surveys and online reviews, connecting it directly to revenue data. The result, known as Customer Revenue Impact, is a ranked list of experience issues by financial exposure, telling businesses exactly where to act and what fixing it is worth. Value Retail, creator and operator of The Bicester Collection, the world's leading portfolio of luxury outlet shopping villages spanning 12 destinations across 9 countries and welcoming millions of visitors a year, uses Adoreboard to prioritize decisions to improve customer experience. It connects how guests feel about their experience to spend per visit, making the financial cost of individual experience failures visible and actionable. Mazhar Butt, Director, Guest Experience Development of Value Retail said: "By merging spend data with the Adoreboard predictive insights, we could move beyond correlation and actually measure opportunity loss, how much money we have potentially lost when Trust falls below target. It makes the cost of poor customer experience visible in real financial terms." In a study of 20,000 customer survey...
00:07 Speaker A It is time for some of today's trending tickers. We're taking a look at airlines, Delta and American specifically, Uber, and Oclo, Oklo. 00:19 Speaker A Markets and Data Editor, Jared Blikre joins me now. We were just debating, the pronunciation is indeed Oklo. 00:24 Jared You know, that's the hardest part of this job. 00:26 Speaker A Is figuring out how to say things. How to say w...
00:07 Speaker A It is time for some of today's trending tickers. We're taking a look at airlines, Delta and American specifically, Uber, and Oclo, Oklo. 00:19 Speaker A Markets and Data Editor, Jared Blikre joins me now. We were just debating, the pronunciation is indeed Oklo. 00:24 Jared You know, that's the hardest part of this job. 00:26 Speaker A Is figuring out how to say things. How to say words, correctly. 00:28 Jared Yeah. Biotech. 00:29 Speaker A All right, we got to move on. Delta and American Airlines. I know how to say those. Um, they're both forecasting strong bookings for the spring. Now, this is this is perhaps surprising, right? Because we've got higher oil prices, aka, what translates into higher jet fuel prices. We've got the TSA, um, you know, what look like sick outs because of not having funding. Right. And yet these guys are saying bookings are strong. 01:03 Jared That is uh, that is the case with both of them, and Delta's doing a little bit better. Uh, their margins are better. So I'll go through the demand picture here. So Delta said consumer and corporate demand accelerated in March, so they raised their Q1 revenue growth to high single digits, so from 5 to 7%. They kept their quarter one EPS guidance, 50 to 90 cents. And that's very significant because that includes, that's even after all of this fuel pressure. And Delta also said they had eight of their 10 highest sales days ever this quarter. 01:36 Jared Uh, so then you have American, which is pretty much the same demand story, but weaker quality of update. Why is that? Uh, we'll get into that. They raised their Q1 revenue growth to more than 10%, so from 7 to 10%, which it called the strongest year-over-year quarterly revenue growth in the company company history outside of the pandemic recovery period. Uh, but now jet fuel is assumed to be 275 a gallon, pushing adjusted loss per share towards the low end of its prior uh negative 10 to negative 50 cent range. So still expecting a little ...
Joe Hendrickson UBS reiterated a bullish view of Dick's Sporting Goods ( DKS ). The firm remains convinced of future growth opportunities for the sporting goods retailer with the World Cup and tax refund season approaching. Analyst Michael Lasser also reiterated that Dick's ( DKS ) has a promising catalyst path this year. "Despite near-term pressure on FY 2026 earnings, DKS longer-term earnings gr...
Joe Hendrickson UBS reiterated a bullish view of Dick's Sporting Goods ( DKS ). The firm remains convinced of future growth opportunities for the sporting goods retailer with the World Cup and tax refund season approaching. Analyst Michael Lasser also reiterated that Dick's ( DKS ) has a promising catalyst path this year. "Despite near-term pressure on FY 2026 earnings, DKS longer-term earnings growth profile has increased, in our view. Thus, we continue to view the risk/reward skew on DKS favorably, particularly following the recent pullback in shares," updated Lasser. Importantly, Lasser and his team see the early results at Foot Locker (FL) as compelling and noted Foot Locker (FL) is keeping more of the chain's stores in the portfolio as it sees a larger long-term growth opportunity. Lasser noted that Dick's ( DKS ) has more levers available to improve performance at Foot Locker stores. Those levers include sourcing more premium merchandise from existing brand partners, bringing in new brand partners like Hoka & On, and broadening Foot Locker's overall apparel selection. Shares of Dick's ( DKS ) are down 3.0% on a year-to-date basis. More on Dick's Sporting Goods DICK'S Sporting Goods, Inc. (DKS) Q4 2025 Earnings Call Transcript DICK'S Sporting Goods: Foot Locker And Oil Prices Remain Concerning Despite Q4 Beat DICK'S Sporting Goods Hits Home Run In Retail With Buyout Of Foot Locker DICK'S projects $13.50–$14.50 EPS for 2026 as Foot Locker turnaround accelerates with 2–4% comp sales growth Dick's Sporting Goods raises dividend by 3.1% to $1.25 a share
NVIDIA (NASDAQ:NVDA - Get Free Report)'s stock had its "outperform" rating reaffirmed by research analysts at Royal Bank Of Canada in a research report issued to clients and investors on Tuesday,Benzinga reports. They currently have a $250.00 price objective on the computer hardware maker's stock. Royal Bank Of Canada's price objective would suggest a potential upside of 36.56% from the company's ...
NVIDIA (NASDAQ:NVDA - Get Free Report)'s stock had its "outperform" rating reaffirmed by research analysts at Royal Bank Of Canada in a research report issued to clients and investors on Tuesday,Benzinga reports. They currently have a $250.00 price objective on the computer hardware maker's stock. Royal Bank Of Canada's price objective would suggest a potential upside of 36.56% from the company's previous close. Several other equities research analysts have also recently weighed in on the company. CICC Research boosted their target price on NVIDIA from $228.00 to $240.60 and gave the stock an "outperform" rating in a research note on Friday, February 27th. Deutsche Bank Aktiengesellschaft raised their price objective on shares of NVIDIA from $180.00 to $215.00 and gave the stock a "hold" rating in a report on Thursday, November 20th. Citigroup upped their target price on shares of NVIDIA from $270.00 to $300.00 and gave the company a "buy" rating in a report on Thursday, February 26th. The Goldman Sachs Group set a $250.00 target price on shares of NVIDIA and gave the company a "buy" rating in a research report on Wednesday, February 25th. Finally, Bank of America lifted their price target on shares of NVIDIA from $275.00 to $300.00 and gave the stock a "buy" rating in a research note on Thursday, February 26th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of "Buy" and an average price target of $274.21. Get NVIDIA alerts: Sign Up Read Our Latest Report on NVIDIA NVIDIA Stock Down 0.1% NASDAQ:NVDA traded down $0.16 during trading hours on Tuesday, hitting $183.06. The company's stock had a trading volume of 47,587,074 shares, compared to its average volume of 177,504,891. NVIDIA has a 52-week low of $86.62 and a 52-week high of $212.19. The company has a current ratio of 3.91, a quick ratio of 3.24 an...
gopixa/iStock Editorial via Getty Images As discussed in our previous Crypto ETF articles , the launch of Bitcoin ETFs in 2024 has served as a springboard for broader cryptocurrency exchange traded funds entering the market, with XRP ETFs introduced near the end of 2025. Following the introduction, the landscape remains highly competitive, with numerous issuers bringing products to market. Such fu...
gopixa/iStock Editorial via Getty Images As discussed in our previous Crypto ETF articles , the launch of Bitcoin ETFs in 2024 has served as a springboard for broader cryptocurrency exchange traded funds entering the market, with XRP ETFs introduced near the end of 2025. Following the introduction, the landscape remains highly competitive, with numerous issuers bringing products to market. Such funds include the REX-Osprey XRP ETF ( XRPR ), Canary XRP ETF ( XRPC ), Franklin XRP ETF ( XRPZ ), 21Shares XRP ETF ( TOXR ), Bitwise XRP ETF ( XRP ), and the Grayscale XRP Trust ETF ( GXRP ). While all of these funds provide an adequate way for investors to access XRP through an ETF structure, we argue that the Franklin XRP ETF ( XRPZ ) is the best way for long-term investors to gain exposure outside of directly owning the underlying token due to its low expense ratio and sizeable AUM. However, given the current risk-off environment and recent 60% drawdown in XRP-USD, it is likely that in the short-to-intermediate term, headwinds will remain for cryptocurrencies as a whole. For that reason, I assign a “Hold” rating to both the underlying asset and XRPZ but remain cautiously optimistic about future long-term returns. Sponsor Fee, AUM, and Custody Among the current spot XRP ETFs, the Franklin XRP ETF ( XRPZ ) maintains the most cost-effective sponsor fee, making it the best choice for long-term investors seeking XRP exposure in an ETF wrapper. Likewise, in an environment in which Crypto ETFs are still very new, scale remains an important factor. Large AUM translates to tighter spreads, improved institutional adoption, and lower risk of fund closures. In this respect, while XRPC leads in terms of assets under management ($259.78M), XRP and XRPZ are only slightly behind (with AUM of $257.46M and $224.93M). ETF Sponsor Fee Net Assets (As of 2/28/26) XRPZ 0.19%* $224.93M TOXR 0.30% $166.34M XRP 0.34% $257.46M GXRP 0.35% $72.46M XRPC 0.50% $259.78M XRPR 0.75% $59.75M Click to enlar...
Intel Corporation INTC has announced that the latest Intel Xeon 6 processors will power the new NVIDIA DGX Rubin NVL8 systems developed by NVIDIA Corporation NVDA. This collaboration highlights the artificial intelligence (AI) industry’s shift from large-scale model training toward faster, real-time AI inference across cloud, data center and edge devices. Intel presents Xeon 6 as a strong foundati...
Intel Corporation INTC has announced that the latest Intel Xeon 6 processors will power the new NVIDIA DGX Rubin NVL8 systems developed by NVIDIA Corporation NVDA. This collaboration highlights the artificial intelligence (AI) industry’s shift from large-scale model training toward faster, real-time AI inference across cloud, data center and edge devices. Intel presents Xeon 6 as a strong foundation for scalable AI infrastructure, building on the design of earlier platforms, such as the Xeon 6776P used in Blackwell-based DGX systems. Its Priority Core Turbo features improve GPU utilization by enabling smoother data movement, while strong single-thread performance helps to manage tasks smoothly as AI workloads become more complex. The processor offers balanced performance and strong power efficiency. It supports up to 8 TB of memory and uses advanced Multiplexed Rank Dual Inline Memory Module technology to deliver faster data flow to GPUs. It also features high-speed PCIe 5.0 connectivity for quicker, low-latency communication with AI accelerators and storage systems. Security and reliability in AI platforms remain the company's key focus. Technologies like Intel Trust Domain Extensions (TDX) help keep AI data and models safe by enabling secure communication between CPUs and GPUs. This built-in hardware protection supports the use of these systems in critical business environments. The company is strengthening its role in next-generation AI infrastructure with Xeon processors that offer strong performance, scalability and security. With continuous innovation and partnership, Intel aims to offer a reliable platform that helps organizations run and scale AI applications more easily and efficiently. How Are Competitors Performing? Intel faces competition from Qualcomm Incorporated QCOM and Advanced Micro Devices AMD. Qualcomm is strengthening its position in the PC CPU market with its new Snapdragon X series processors, such as Snapdragon X Elite for AI-powered laptops....
Intel Corporation INTC has announced that the latest Intel Xeon 6 processors will power the new NVIDIA DGX Rubin NVL8 systems developed by NVIDIA Corporation NVDA. This collaboration highlights the artificial intelligence (AI) industry’s shift from large-scale model training toward faster, real-time AI inference across cloud, data center and edge devices. Intel presents Xeon 6 as a strong foundati...
Intel Corporation INTC has announced that the latest Intel Xeon 6 processors will power the new NVIDIA DGX Rubin NVL8 systems developed by NVIDIA Corporation NVDA. This collaboration highlights the artificial intelligence (AI) industry’s shift from large-scale model training toward faster, real-time AI inference across cloud, data center and edge devices. Intel presents Xeon 6 as a strong foundation for scalable AI infrastructure, building on the design of earlier platforms, such as the Xeon 6776P used in Blackwell-based DGX systems. Its Priority Core Turbo features improve GPU utilization by enabling smoother data movement, while strong single-thread performance helps to manage tasks smoothly as AI workloads become more complex. The processor offers balanced performance and strong power efficiency. It supports up to 8 TB of memory and uses advanced Multiplexed Rank Dual Inline Memory Module technology to deliver faster data flow to GPUs. It also features high-speed PCIe 5.0 connectivity for quicker, low-latency communication with AI accelerators and storage systems. Security and reliability in AI platforms remain the company's key focus. Technologies like Intel Trust Domain Extensions (TDX) help keep AI data and models safe by enabling secure communication between CPUs and GPUs. This built-in hardware protection supports the use of these systems in critical business environments. The company is strengthening its role in next-generation AI infrastructure with Xeon processors that offer strong performance, scalability and security. With continuous innovation and partnership, Intel aims to offer a reliable platform that helps organizations run and scale AI applications more easily and efficiently. How Are Competitors Performing? Intel faces competition from Qualcomm Incorporated QCOM and Advanced Micro Devices AMD. Qualcomm is strengthening its position in the PC CPU market with its new Snapdragon X series processors, such as Snapdragon X Elite for AI-powered laptops....
Image source: The Motley Fool. Thursday, March 12, 2026, at 4:30 p.m. ET Call Participants Chief Executive Officer — Elizabeth Goodwin Williams Chief Financial Officer — Ira M. Fils Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total Revenue -- $123.5 million, a year-over-year increase of $9.2 million, reflecting a 14-week period in 2025 versus 13 weeks prior. -- $123....
Image source: The Motley Fool. Thursday, March 12, 2026, at 4:30 p.m. ET Call Participants Chief Executive Officer — Elizabeth Goodwin Williams Chief Financial Officer — Ira M. Fils Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total Revenue -- $123.5 million, a year-over-year increase of $9.2 million, reflecting a 14-week period in 2025 versus 13 weeks prior. -- $123.5 million, a year-over-year increase of $9.2 million, reflecting a 14-week period in 2025 versus 13 weeks prior. Company-Operated Restaurant Revenue -- $102.4 million, up 7.1% from the previous year, driven by a 0.4% rise in comparable sales plus $5.3 million from the extra operating week. -- $102.4 million, up 7.1% from the previous year, driven by a 0.4% rise in comparable sales plus $5.3 million from the extra operating week. Comparable Store Sales -- Systemwide growth of 0.1% for the full year, with a 0.7% higher average check partially offset by a 0.6% drop in transactions. -- Systemwide growth of 0.1% for the full year, with a 0.7% higher average check partially offset by a 0.6% drop in transactions. Franchise Revenue -- $13.0 million for the quarter, a 15.5% increase fueled by a 3.2% increase in comparable sales, $0.5 million from the extra week, $2.4 million termination fee revenue, and new restaurant openings. -- $13.0 million for the quarter, a 15.5% increase fueled by a 3.2% increase in comparable sales, $0.5 million from the extra week, $2.4 million termination fee revenue, and new restaurant openings. Average Check and Transactions -- Company-operated units saw a 2.7% increase in average check and a 2.3% decline in transactions, while franchise stores showed 2.4% higher average check and 0.8% greater transactions. -- Company-operated units saw a 2.7% increase in average check and a 2.3% decline in transactions, while franchise stores showed 2.4% higher average check and 0.8% greater transactions. Menu Pricing -- The fourth quarter effective price increase was a...
J Studios/DigitalVision via Getty Images For years, I've been writing bullish articles on Coinbase ( COIN ). The company is one of my favorite businesses on the market due to its significant crypto exposure and ongoing evolution from a transaction-based business to a recurring revenue powerhouse. In many ways, the business is capitalizing on the trends I'd hoped it would grow into, growing revenue...
J Studios/DigitalVision via Getty Images For years, I've been writing bullish articles on Coinbase ( COIN ). The company is one of my favorite businesses on the market due to its significant crypto exposure and ongoing evolution from a transaction-based business to a recurring revenue powerhouse. In many ways, the business is capitalizing on the trends I'd hoped it would grow into, growing revenue and adjusted EBITDA in lockstep throughout market cycles. Not only that, but the recent GAAP earnings miss represents an opportunity, as shares have sold off on falling crypto values, not an underlying operational deterioration. In a vacuum, I view the recent selloff as another cyclical buying opportunity, similar to the ones we had in spring of last year, the fall of 2024, and the summer of 2023. However, at the very end of last year, Coinbase outlined a new product direction: the Everything Exchange . IR On the surface, some may write off the company's new direction, as it launches stock trading/tokenization, prediction markets, Solana DEX trading, expanded futures, financial advice, and more. It's a competitive world, and Coinbase is but one company within the broader financial digital landscape. Who's to say the new products will succeed? That said, if the company can pull it off, Coinbase could become more than a bridge facilitating the exchange of value between the traditional financial system and crypto; it could become a new global center for finance, utilized by institutions and retail traders alike, accessing markets, custodying assets, and driving quotes for almost every asset under the sun. It's a compelling vision, and at the current price, it's hard for me to rate Coinbase anything other than a Strong Buy. Today, I'll outline my original thesis, break down the company's announcement, and make the case that Coinbase's total addressable market expansion should drive significant returns to investors over the long term. Sound good? Let's dive in. Financials As I ...
Sign up now! Sign up now! Sign up now? Sign up now! It has been rather an underwhelming World Cup cycle for Brazil. They arrived at the Human Rights World Cup as fairly hot favourites but after their exit at the hands of Croatia in the last eight in Al-Rayyan four years ago things have drifted. They went out in the quarter-finals at the 2024 Copa América, then limped through Conmebol qualifying fo...
Sign up now! Sign up now! Sign up now? Sign up now! It has been rather an underwhelming World Cup cycle for Brazil. They arrived at the Human Rights World Cup as fairly hot favourites but after their exit at the hands of Croatia in the last eight in Al-Rayyan four years ago things have drifted. They went out in the quarter-finals at the 2024 Copa América, then limped through Conmebol qualifying for the Geopolitics World Cup, finishing fifth after six defeats – to Uruguay, Colombia, Argentina (twice), Paraguay and Bolivia – with their lowest points tally since South America switched to an 18-game format for the 2002 tournament. In October they lost 3-2 to Japan in a friendly and in November they were held to a 1-1 draw by Tunisia. Following on from Ken Muir’s bin-related Spurs joke yesterday, maybe the next candidate for the Tottenham managerial merry-go-round should be the current boss of Dutch side Brabantia?” – Phil Taverner. Re yesterday’s line about teenager Max Dowman fielding the ‘what did you get up to at the weekend?’ question as he walked through the school gates on Monday morning: surely the more obvious b@nter among those of that age would be ‘so I heard you scored on Saturday night?’ – Justin Kavanagh. Continue reading...
Artificial intelligence (AI) is driving an unprecedented expansion of data center infrastructure. As companies deploy larger, more powerful AI models, demand for processors and high-speed networking hardware that connects them is also soaring. In fact, the global data center networking market is estimated to grow from about $39.5 billion in 2025 to more than $93 billion by 2032. In this environmen...
Artificial intelligence (AI) is driving an unprecedented expansion of data center infrastructure. As companies deploy larger, more powerful AI models, demand for processors and high-speed networking hardware that connects them is also soaring. In fact, the global data center networking market is estimated to grow from about $39.5 billion in 2025 to more than $93 billion by 2032. In this environment, companies supplying switches, interconnect chips, and networking platforms, such as Broadcom (AVGO 1.88%) and Arista Networks (ANET 0.30%), could see strong demand. Here's why these two AI networking stocks appear to have a solid upside heading into 2026. Broadcom Broadcom has emerged as a major supplier of the networking technology, including switches and high-speed interconnect chips, that connect thousands of processors inside modern AI data centers. While graphics processing units (GPUs) and custom accelerators perform the computing, those chips rely on networking hardware to constantly exchange large volumes of data. The company's recent financial results have been impressive. In the first quarter of fiscal 2026 (ending Feb. 1, 2026), Broadcom's AI revenue rose 106% year over year to $8.4 billion. AI networking accounted for about one-third of that total and grew 60% year over year. Management now expects AI revenues to reach roughly $10.7 billion in the second quarter. Networking is expected to become an even larger contributor, accounting for nearly 40% of AI revenue. Expand NASDAQ : AVGO Broadcom Today's Change ( -1.88 %) $ -6.12 Current Price $ 318.80 Key Data Points Market Cap $1.5T Day's Range $ 318.68 - $ 327.38 52wk Range $ 138.10 - $ 414.61 Volume 547K Avg Vol 29M Gross Margin 64.96 % Dividend Yield 0.74 % Additionally, CEO Hock Tan has guided for over $100 billion in AI chip revenues, including both accelerators and networking chips, for 2027. This revenue visibility is supported by multiyear partnerships with six major AI customers and secured supply capa...