Meta Platforms, Inc. (NASDAQ:META) ranks among the best FAANG+ stocks to invest in right now. On March 10, Citizens maintained its Market Outperform rating and $900 price target for Meta Platforms, Inc. (NASDAQ:META). The firm reported that global total time spent on Meta’s platforms has increased by 17% year-over-year for the past seven months, with February up 17%. According to Citizens, the dat...
Meta Platforms, Inc. (NASDAQ:META) ranks among the best FAANG+ stocks to invest in right now. On March 10, Citizens maintained its Market Outperform rating and $900 price target for Meta Platforms, Inc. (NASDAQ:META). The firm reported that global total time spent on Meta’s platforms has increased by 17% year-over-year for the past seven months, with February up 17%. According to Citizens, the data imply that Instagram has hiked usage among existing members by double digits, which could be due to continued increases in relevance from AI. On the same day, Meta Platforms, Inc. (NASDAQ:META) announced the acquisition of Moltbook, a social networking platform designed for AI agents, bringing co-founders Matt Schlicht and Ben Parr into Meta Superintelligence Labs, which is run by former Scale AI CEO Alexandr Wang. The acquisition suggests an accelerated rush among tech giants to acquire AI specialists and technology, as self-learning agents capable of performing real-world jobs transition from gimmick to the next stage of the industry. Meta Platforms, Inc. (NASDAQ:META) is a California-based company that develops social media applications, such as Facebook and Instagram. Dedicated to connecting people and growing businesses, the company has two segments: Family of Apps (FoA) and Reality Labs (RL). While we acknowledge the potential of META as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. Follow Insider Monkey on Google News.
Amazon.com Inc. (NASDAQ:AMZN) ranks among the best FAANG+ stocks to invest in right now. Wolfe Research raised its target for Amazon.com Inc. (NASDAQ:AMZN) to $255 from $250 on March 10, retaining an Outperform rating on the company’s shares. The firm cited undervalued growth in AWS, which is driven by AI demand and increasing data center capacity. Over the next three years, the firm expects annua...
Amazon.com Inc. (NASDAQ:AMZN) ranks among the best FAANG+ stocks to invest in right now. Wolfe Research raised its target for Amazon.com Inc. (NASDAQ:AMZN) to $255 from $250 on March 10, retaining an Outperform rating on the company’s shares. The firm cited undervalued growth in AWS, which is driven by AI demand and increasing data center capacity. Over the next three years, the firm expects annual revenue growth of approximately 30%, which is higher than Wall Street’s forecast of about 25%. christian-wiediger-rymh7EZPqRs-unsplash Wolfe bases its forecasts on several factors, including increased demand for AI computing and collaboration with major corporations. According to the firm, Anthropic may produce approximately $15.2 billion in AWS-related revenue by 2026 through cloud computing utilization, exposure to Amazon’s Trainium chips, and revenue-sharing relationships. Wolfe added that AWS might profit from increased data center capacity and consistent growth in conventional cloud services. The firm anticipates that Amazon.com, Inc. (NASDAQ:AMZN) would add approximately 6 gigawatts of computing capacity per year in 2026 and 2027, generating additional revenue from both AI and basic cloud services. Amazon.com Inc. (NASDAQ:AMZN) engages in the retail sale of consumer products, advertising, and subscription services through online and physical stores in North America and internationally. The company has three segments: North America, International, and Amazon Web Services (AWS). While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. Follow Insider Monkey on Google News.
Amazon.com Inc. (NASDAQ:AMZN) ranks among the best FAANG+ stocks to invest in right now. Wolfe Research raised its target for Amazon.com Inc. (NASDAQ:AMZN) to $255 from $250 on March 10, retaining an Outperform rating on the company’s shares. The firm cited undervalued growth in AWS, which is driven by AI demand and increasing data center capacity. Over the next three years, the firm expects annua...
Amazon.com Inc. (NASDAQ:AMZN) ranks among the best FAANG+ stocks to invest in right now. Wolfe Research raised its target for Amazon.com Inc. (NASDAQ:AMZN) to $255 from $250 on March 10, retaining an Outperform rating on the company’s shares. The firm cited undervalued growth in AWS, which is driven by AI demand and increasing data center capacity. Over the next three years, the firm expects annual revenue growth of approximately 30%, which is higher than Wall Street’s forecast of about 25%. christian-wiediger-rymh7EZPqRs-unsplash Wolfe bases its forecasts on several factors, including increased demand for AI computing and collaboration with major corporations. According to the firm, Anthropic may produce approximately $15.2 billion in AWS-related revenue by 2026 through cloud computing utilization, exposure to Amazon’s Trainium chips, and revenue-sharing relationships. Wolfe added that AWS might profit from increased data center capacity and consistent growth in conventional cloud services. The firm anticipates that Amazon.com, Inc. (NASDAQ:AMZN) would add approximately 6 gigawatts of computing capacity per year in 2026 and 2027, generating additional revenue from both AI and basic cloud services. Amazon.com Inc. (NASDAQ:AMZN) engages in the retail sale of consumer products, advertising, and subscription services through online and physical stores in North America and internationally. The company has three segments: North America, International, and Amazon Web Services (AWS). While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. Follow Insider Monkey on Google News.
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best FAANG+ stocks to invest in right now. On March 9, BofA Securities restated its Buy rating on NVIDIA Corporation (NASDAQ:NVDA) and set a $300 price target ahead of the company’s GTC conference. The firm identified three areas of concentration for the March 16 keynote. These include a redesigned product pipeline using Feynman GPUs, planned for 20...
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best FAANG+ stocks to invest in right now. On March 9, BofA Securities restated its Buy rating on NVIDIA Corporation (NASDAQ:NVDA) and set a $300 price target ahead of the company’s GTC conference. The firm identified three areas of concentration for the March 16 keynote. These include a redesigned product pipeline using Feynman GPUs, planned for 2028; an updated line of co-designed, diversified products; and patented optics that are being ramped up. The firm isn’t expecting an official 2027-28 sales forecast, although any information regarding the Rubin increase for calendar years 2027-28 might potentially be relevant. Rubin is NVIDIA’s next-generation data center architecture and is likely to follow the Blackwell systems currently being deployed in AI clusters. The event may also highlight NVIDIA’s efforts to integrate GPUs with quantum computing platforms, using technologies such as NVQLink and CUDA Q. NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor company. It designs and develops graphics processing units and related technologies used in gaming, data centers, artificial intelligence, and autonomous systems. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. Follow Insider Monkey on Google News.
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best FAANG+ stocks to invest in right now. On March 9, BofA Securities restated its Buy rating on NVIDIA Corporation (NASDAQ:NVDA) and set a $300 price target ahead of the company’s GTC conference. The firm identified three areas of concentration for the March 16 keynote. These include a redesigned product pipeline using Feynman GPUs, planned for 20...
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best FAANG+ stocks to invest in right now. On March 9, BofA Securities restated its Buy rating on NVIDIA Corporation (NASDAQ:NVDA) and set a $300 price target ahead of the company’s GTC conference. The firm identified three areas of concentration for the March 16 keynote. These include a redesigned product pipeline using Feynman GPUs, planned for 2028; an updated line of co-designed, diversified products; and patented optics that are being ramped up. The firm isn’t expecting an official 2027-28 sales forecast, although any information regarding the Rubin increase for calendar years 2027-28 might potentially be relevant. Rubin is NVIDIA’s next-generation data center architecture and is likely to follow the Blackwell systems currently being deployed in AI clusters. The event may also highlight NVIDIA’s efforts to integrate GPUs with quantum computing platforms, using technologies such as NVQLink and CUDA Q. NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor company. It designs and develops graphics processing units and related technologies used in gaming, data centers, artificial intelligence, and autonomous systems. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. Follow Insider Monkey on Google News.
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best FAANG+ stocks to invest in right now. On March 9, BofA Securities restated its Buy rating on NVIDIA Corporation (NASDAQ:NVDA) and set a $300 price target ahead of the company’s GTC conference. The firm identified three areas of concentration for the March 16 keynote. These include a redesigned product pipeline using Feynman GPUs, planned for 20...
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best FAANG+ stocks to invest in right now. On March 9, BofA Securities restated its Buy rating on NVIDIA Corporation (NASDAQ:NVDA) and set a $300 price target ahead of the company’s GTC conference. The firm identified three areas of concentration for the March 16 keynote. These include a redesigned product pipeline using Feynman GPUs, planned for 2028; an updated line of co-designed, diversified products; and patented optics that are being ramped up. The firm isn’t expecting an official 2027-28 sales forecast, although any information regarding the Rubin increase for calendar years 2027-28 might potentially be relevant. Rubin is NVIDIA’s next-generation data center architecture and is likely to follow the Blackwell systems currently being deployed in AI clusters. The event may also highlight NVIDIA’s efforts to integrate GPUs with quantum computing platforms, using technologies such as NVQLink and CUDA Q. NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor company. It designs and develops graphics processing units and related technologies used in gaming, data centers, artificial intelligence, and autonomous systems. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. Follow Insider Monkey on Google News.
Microsoft Corporation (NASDAQ:MSFT) ranks among the best FAANG+ stocks to invest in right now. Barclays reaffirmed its Overweight rating and $600 price target for Microsoft Corporation (NASDAQ:MSFT) on March 9 in response to the company’s product announcements, which included an E7 pricing package and three Microsoft 365 Copilot Wave 3 updates. The changes are intended to transform Copilot from a ...
Microsoft Corporation (NASDAQ:MSFT) ranks among the best FAANG+ stocks to invest in right now. Barclays reaffirmed its Overweight rating and $600 price target for Microsoft Corporation (NASDAQ:MSFT) on March 9 in response to the company’s product announcements, which included an E7 pricing package and three Microsoft 365 Copilot Wave 3 updates. The changes are intended to transform Copilot from a productivity tool into an agentic platform integrated into business processes. Ken Wolter / Shutterstock.com Barclays sees the E7 release as an opportunity that will strengthen the Office plus Add-On environment. Meanwhile, Agent 365 extends Microsoft’s security and identity infrastructure to AI agents, further illustrating management’s belief that agents should be regulated as digital employees while they spread across the company’s network. William Blair also reaffirmed its Outperform rating for Microsoft Corporation (NASDAQ:MSFT) following the news. As AI copilots and agents start to reduce labor expenditures, the firm anticipates that Microsoft will continue to grow its enterprise wallet share owing to platform consolidation and growing addressable market potential. Microsoft Corporation (NASDAQ:MSFT) develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. Follow Insider Monkey on Google News.
Teaming up with eero, an Amazon company, Ripple Fiber introduces customers to eero's Wi-Fi mesh networking system, while becoming the first internet provider to roll out eero Signal at no additional cost to provide built-in Wi-Fi backup to all customers on Gig packages. Fiber internet provider now powered by award-winning Wi-Fi mesh networking system CHARLOTTE, N.C., March 17, 2026--(BUSINESS WIRE...
Teaming up with eero, an Amazon company, Ripple Fiber introduces customers to eero's Wi-Fi mesh networking system, while becoming the first internet provider to roll out eero Signal at no additional cost to provide built-in Wi-Fi backup to all customers on Gig packages. Fiber internet provider now powered by award-winning Wi-Fi mesh networking system CHARLOTTE, N.C., March 17, 2026--(BUSINESS WIRE)--Ripple Fiber®, a leading 100-percent fiber-optic internet provider and network operator, teams up with eero, an Amazon company, to deliver next-generation speed and reliability across Ripple Fiber’s 10-state network. Representing a pivotal service enhancement, the introduction of eero's Wi-Fi mesh networking system supports a connected lifestyle defined by peace of mind and seamless connectivity. Customers will gain access to eero Signal and eero Secure at no additional cost for all Gig packages. "Making eero’s technology available with Ripple Fiber’s product portfolio reflects our shared commitment to a better customer experience through future-proof bandwidth and reliable, whole-home coverage," said Greg Wilson, Founder and CEO of Ripple Fiber. "We’re also proud to be the first internet provider to roll out eero Signal at no additional cost, providing built-in Wi-Fi backup to all customers on our Gig packages." All Ripple Fiber customers, current and future, can now take advantage of the award-winning eero Pro 7, a tri-band mesh Wi-Fi 7 system that boasts high-bandwidth capacity for all gig packages. With its patented TrueMesh software, a single eero Pro 7 router can support 200 devices and is optimized at 2,000 square feet of coverage. For customers requiring more coverage, additional wireless access points are available. Aligning seamlessly with Ripple Fiber’s White Glove Installation and Service Promise, which demonstrate an emphasis on an exceptional customer experience from day one, the Gig packages offer enhanced features at no additional cost, including:
koto_feja/E+ via Getty Images ImmunityBio ( IBRX ) added ~7% in the premarket on Wednesday after the company announced that the National Comprehensive Cancer Network has updated its treatment guidelines to include an expanded use of its bladder cancer therapy, Anktiva. Citing the updated 2026 NCCN Clinical Practice Guidelines in Oncology for Bladder Cancer, ImmunityBio ( IBRX ) said that the medic...
koto_feja/E+ via Getty Images ImmunityBio ( IBRX ) added ~7% in the premarket on Wednesday after the company announced that the National Comprehensive Cancer Network has updated its treatment guidelines to include an expanded use of its bladder cancer therapy, Anktiva. Citing the updated 2026 NCCN Clinical Practice Guidelines in Oncology for Bladder Cancer, ImmunityBio ( IBRX ) said that the medical group has recommended Anktiva with Bacillus Calmette-Guérin for BCG-unresponsive non-muscle invasive bladder cancer (NMIBC) with papillary-only disease. The revised clinical guidelines expand the previous recommendation, which endorsed Anktiva with BCG for BCG-unresponsive NMIBC with carcinoma in situ (CIS) with or without papillary disease, the company added. According to ImmunityBio ( IBRX ), the update comes at a time when the FDA has yet to authorize the new indication under its approved indications for the immunotherapy. However, the company plans to expand FDA approval for Anktiva to include the new indication after the regulator issued a Refusal to File letter for its supplemental Biologics License Application last year. More on ImmunityBio ImmunityBio, Inc. (IBRX) Q4 2025 Earnings Call Transcript ImmunityBio: Disconnect Between Clinical Progress And Stock Performance ImmunityBio: The Story Surrounding Anktiva So Far ImmunityBio rises after updates on cell therapy programs ImmunityBio to give business update
Tesla Inc. (NASDAQ:TSLA) ranks among the best growth stocks to buy and hold for the long term. On March 4, BofA Securities began coverage of Tesla Inc. (NASDAQ:TSLA) with a Buy rating and a $460 price target. According to the firm, Tesla Inc. (NASDAQ:TSLA) is “at the forefront of autonomous driving,” thanks to a camera-only method that is “technically harder but much cheaper” compared to the multi...
Tesla Inc. (NASDAQ:TSLA) ranks among the best growth stocks to buy and hold for the long term. On March 4, BofA Securities began coverage of Tesla Inc. (NASDAQ:TSLA) with a Buy rating and a $460 price target. According to the firm, Tesla Inc. (NASDAQ:TSLA) is “at the forefront of autonomous driving,” thanks to a camera-only method that is “technically harder but much cheaper” compared to the multi-sensor systems commonly utilized in the sector. Asif Islam / Shutterstock.com BofA stated that robotaxis are currently operational in San Francisco and Austin, with seven other markets planned in the first half of 2026. The firm claims that robotaxis account for approximately 52% of Tesla’s worth. Moreover, the firm valued Tesla’s Optimus humanoid division at more than $30 billion, accounting for 2% of the company’s $1.47 trillion market capitalization. BofA states that the humanoid robot has the capacity to replace some of the approximately 13 million manufacturing positions in the United States, with eventual adoption in households. Tesla Inc. (NASDAQ:TSLA) designs, develops, manufactures, leases, and sells EVs, and energy generation and storage systems in the US, China, and internationally through two segments: Automotive and Energy Generation & Storage. While we acknowledge the potential of TSLA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. Follow Insider Monkey on Google News.
Tesla Inc. (NASDAQ:TSLA) ranks among the best growth stocks to buy and hold for the long term. On March 4, BofA Securities began coverage of Tesla Inc. (NASDAQ:TSLA) with a Buy rating and a $460 price target. According to the firm, Tesla Inc. (NASDAQ:TSLA) is “at the forefront of autonomous driving,” thanks to a camera-only method that is “technically harder but much cheaper” compared to the multi...
Tesla Inc. (NASDAQ:TSLA) ranks among the best growth stocks to buy and hold for the long term. On March 4, BofA Securities began coverage of Tesla Inc. (NASDAQ:TSLA) with a Buy rating and a $460 price target. According to the firm, Tesla Inc. (NASDAQ:TSLA) is “at the forefront of autonomous driving,” thanks to a camera-only method that is “technically harder but much cheaper” compared to the multi-sensor systems commonly utilized in the sector. Asif Islam / Shutterstock.com BofA stated that robotaxis are currently operational in San Francisco and Austin, with seven other markets planned in the first half of 2026. The firm claims that robotaxis account for approximately 52% of Tesla’s worth. Moreover, the firm valued Tesla’s Optimus humanoid division at more than $30 billion, accounting for 2% of the company’s $1.47 trillion market capitalization. BofA states that the humanoid robot has the capacity to replace some of the approximately 13 million manufacturing positions in the United States, with eventual adoption in households. Tesla Inc. (NASDAQ:TSLA) designs, develops, manufactures, leases, and sells EVs, and energy generation and storage systems in the US, China, and internationally through two segments: Automotive and Energy Generation & Storage. While we acknowledge the potential of TSLA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. Follow Insider Monkey on Google News.
Greece will soon propose a social media ban for anyone under 15 years old, Prime Minister Kyriakos Mitsotakis said. “The evidence is unambiguous,” he said at a Bloomberg event in Athens. “The addictive scrolling is damaging to their mental health, and we need to do something about it.” He said the proposal will arrive within “weeks,” adding, “the age limit we will set is going to be 15 years.” The...
Greece will soon propose a social media ban for anyone under 15 years old, Prime Minister Kyriakos Mitsotakis said. “The evidence is unambiguous,” he said at a Bloomberg event in Athens. “The addictive scrolling is damaging to their mental health, and we need to do something about it.” He said the proposal will arrive within “weeks,” adding, “the age limit we will set is going to be 15 years.” The move makes Greece the latest European country to try and restrict social media use for children and teenagers. France voted in January to ban children under 15 from using apps like Meta Platforms Inc. ’s Facebook and Instagram, ByteDance Ltd. ’s TikTok and Snap Inc. ’s Snapchat. Meanwhile, Spain has said it will block children from using social media platforms including Instagram and TikTok. Additionally, Portugal recently approved a bill restricting access for those under 16. Mitsotakis said he thought Europe would eventually move toward a unified approach on the matter. The momentum is likely to put the continent in conflict with US President Donald Trump , who has repeatedly denounced the European Union’s approach to digital regulations affecting large American tech firms. Still, Mitsotakis said such measures were an important check on these companies’ power. “We also need to honestly confront the platforms and tell them something very simple: You’re making enough money,” he said. “You don’t need to make money out of our children and our teenagers, as well.”
USA and Venezuela play for title on Tuesday night Navy Seal gave locker room talk to Americans Venezuelans dance and sing before games The US will play Venezuela in the World Baseball Classic on Tuesday, a meeting that comes after recent tensions between the two countries. In January, Donald Trump ordered a military operation that captured Venezuelan president Nicolás Maduro . Since then, the US h...
USA and Venezuela play for title on Tuesday night Navy Seal gave locker room talk to Americans Venezuelans dance and sing before games The US will play Venezuela in the World Baseball Classic on Tuesday, a meeting that comes after recent tensions between the two countries. In January, Donald Trump ordered a military operation that captured Venezuelan president Nicolás Maduro . Since then, the US has launched a war against Iran, during which the American players have paid tribute to their country’s military. Players have saluted each other after victories and the team invited Robert J O’Neill , a former Navy Seal who claimed he killed Osama bin Laden, to give a locker room speech. Two of the team’s pitchers, Paul Skenes and Griffin Jax, played at the Air Force Academy and have spoken of the importance of honoring the military. The choice of O’Neill received pushback as he called men who voted for Kamala Harris in the 2024 presidential election as “my concubines” and been criticized by some for talking about secret military operations in public. Continue reading...
Quaker Chemical Corporation KWR is showing pockets of growth, even as many end markets stay muted. The company’s outgrowth is being shaped by sustained share gains and electric vehicle (EV)-related wins, with Asia/Pacific (APAC) doing much of the heavy lifting. That mix matters for 2026 because the company’s plan is built on scaling what is already working, while using self-help and integration di...
Quaker Chemical Corporation KWR is showing pockets of growth, even as many end markets stay muted. The company’s outgrowth is being shaped by sustained share gains and electric vehicle (EV)-related wins, with Asia/Pacific (APAC) doing much of the heavy lifting. That mix matters for 2026 because the company’s plan is built on scaling what is already working, while using self-help and integration discipline to protect margins. The Emerging Growth Engine Inside a Mature Portfolio KWR’s outgrowth thesis starts with share capture. Management expects 2-4% net share gains in 2026, with recent performance skewing toward the high end. That provides a path to grow even if underlying markets are flat to slightly down in the first half of 2026, followed by only a modest improvement in the second half. APAC has been the clearest proof point. The region has led organic volume growth through 2025, and in the fourth quarter delivered its 10th consecutive quarter of organic volume growth. In a flat macro backdrop, consistency like that can become the differentiator. Quaker Houghton Price and Consensus Quaker Houghton price-consensus-chart | Quaker Houghton Quote KWR’s EV OEM and Components as a Demand Pocket Within APAC, KWR’s durable volume trend is tied to continued wins in electric vehicle original equipment manufacturers (OEM) and components. These programs tend to be process-intensive and service-heavy, which fits KWR’s model of formulated chemistries supported by local technical resources. The fourth quarter of 2025 underscored the mix. APAC net sales rose 14.7% year over year, helped by 4% organic volume growth and a meaningful lift from acquisitions, primarily Dipsol. The headline is not one quarter. It is the run-rate: repeated organic growth through 2025, supported by EV OEM and component wins, keeps APAC positioned as the company’s growth leader into 2026. KWR China Operations as a 2026 Inflection Point The new China facility, scheduled to start in the second half of 2026...
Welcome to India Edition, Bloomberg’s daily dive into what’s moving the worlds of business, markets and politics in this dynamic, fast-paced economy. I’m Menaka Doshi . If you didn’t receive this directly in your inbox, you can subscribe here , and share feedback with us here . Today, I report on mixed war impact estimates, and my colleague Anup Roy examines what it will mean for inflation. Short-...
Welcome to India Edition, Bloomberg’s daily dive into what’s moving the worlds of business, markets and politics in this dynamic, fast-paced economy. I’m Menaka Doshi . If you didn’t receive this directly in your inbox, you can subscribe here , and share feedback with us here . Today, I report on mixed war impact estimates, and my colleague Anup Roy examines what it will mean for inflation. Short-Lived The Iran war intensified today with more attacks on energy supplies driving crude back near $105 a barrel and threatening a two-day reprieve across markets. Nonetheless, India’s benchmark indices closed 0.7% higher today, a second day of gains, belying all the grim growth forecasts piling up in my inbox. The market relief is at best temporary , with experts mixed on what’s next. The key Nifty 50 index “could crash to ~21,000” if oil remains at $100 a barrel for three to four months, according to strategists including Seshadri Sen at Emkay Global. That oil price scenario “is not priced in, and we see ~10% further downside risk for the Nifty in the absence of a détente,” they said in a note. The correction would be temporary, and once crude normalizes to $70 a barrel, India’s economy and earnings should recover, providing an entry opportunity, they said. It’s time for “Operation Epic Churn,” said Sanjeev Prasad and team at Kotak Institutional Equities in a March 13 report. Their base case scenario is a few weeks of high-intensity conflict, several months of heightened tensions and normalization of oil and gas trade through the Strait of Hormuz over the next few weeks. That offers an opportunity to churn portfolios, add financials and reduce positions in expensive cement and consumer stocks, they said. The economic growth outlook varies too. If there’s no de-escalation, Garima Kapoor, economist at Elara Securities, expects a downside risk of a full percentage point to her FY27 growth estimate of 7.2% year-on-year. If oil stays above $100 a barrel for a year, the direct t...
ThorstenSchmitt/iStock via Getty Images Hyperscale Data ( GPUS ) had a $45M Bitcoin treasury , and for the week ended March 15, 2026, it held about $40.4M in cash. As of March 16, 2026, the company had about $85.7M in cash and Bitcoin, which is 161.23% of its total current market capitalization. Milton Todd Ault III, the company’s executive chairman, stated, "The stock is significantly undervalued...
ThorstenSchmitt/iStock via Getty Images Hyperscale Data ( GPUS ) had a $45M Bitcoin treasury , and for the week ended March 15, 2026, it held about $40.4M in cash. As of March 16, 2026, the company had about $85.7M in cash and Bitcoin, which is 161.23% of its total current market capitalization. Milton Todd Ault III, the company’s executive chairman, stated, "The stock is significantly undervalued." As of March 15, 2026, the company’s two subsidiaries held ~622.4378 Bitcoins (575.2443 + 47.1935, respectively) worth roughly $45.3M at the Bitcoin ( BTC-USD ) price of $72.8K. The company also plans to gradually invest all its allocated cash into Bitcoin. More on Hyperscale Data Hyperscale Data projects 80-100% growth in 2026 revenue Hyperscale Data plans strategic silver reserve, targets 100K ounces Financial information for Hyperscale Data
Academy Sports and Outdoors press release ( ASO ): Q4 Non-GAAP EPS of $1.97 misses by $0.08 . Revenue of $1.72B (+2.4% Y/Y) misses by $30M . Opened 24 new stores in 2025; Plans to Open an Additional 20 - 25 stores in 2026 FY26 adj EPS consensus of $6.52, revenue consensus of $6.46B Fiscal 2026 Guidance change (at midpoint) (in millions, except per share amounts) Low end High end 2025 Actuals vs. 2...
Academy Sports and Outdoors press release ( ASO ): Q4 Non-GAAP EPS of $1.97 misses by $0.08 . Revenue of $1.72B (+2.4% Y/Y) misses by $30M . Opened 24 new stores in 2025; Plans to Open an Additional 20 - 25 stores in 2026 FY26 adj EPS consensus of $6.52, revenue consensus of $6.46B Fiscal 2026 Guidance change (at midpoint) (in millions, except per share amounts) Low end High end 2025 Actuals vs. 2025 Net sales $ 6,175 $ 6,355 $ 6,053 3.5 % Sales growth 2.0 % 5.0 % 2.0 % 3.5 % Comparable sales (1) (1.0 ) % 2.0 % (1.5 ) % 133.3 % Gross margin rate 34.5 % 35.0 % 34.8 % — % GAAP net income $ 380 $ 415 $ 377 5.6 % Adjusted net income (2) $ 410 $ 445 $ 393 8.9 % GAAP earnings per common share, diluted $ 5.65 $ 6.15 $ 5.54 6.5 % Adjusted earnings per common share, diluted (2) $ 6.10 $ 6.60 $ 5.78 9.9 % Diluted weighted average common shares 67.0 67.0 68.0 (1.5 ) % Capital expenditures $ 200 $ 240 $ 213 3.2 % Adjusted free cash flow (2), (3) $ 250 $ 300 $ 263 4.6 % Click to enlarge Shares -5% PM. More on Academy Sports and Outdoors Academy Sports and Outdoors Q4 2026 Earnings Preview Academy Sports and Outdoors raises dividend by 15.4% to $0.15 Seeking Alpha’s Quant Rating on Academy Sports and Outdoors Historical earnings data for Academy Sports and Outdoors Dividend scorecard for Academy Sports and Outdoors
The Securing AI Lab, built on NVIDIA AI factories within WWT’s AI Proving Ground, provides enterprises a validated path to secure, production-ready AI AUSTIN, Texas & ST. LOUIS, March 17, 2026--(BUSINESS WIRE)--World Wide Technology (WWT) and CrowdStrike (NASDAQ: CRWD) today announced the launch of the Securing AI with CrowdStrike Lab within WWT’s AI Proving Ground. Built on NVIDIA AI factories, t...
The Securing AI Lab, built on NVIDIA AI factories within WWT’s AI Proving Ground, provides enterprises a validated path to secure, production-ready AI AUSTIN, Texas & ST. LOUIS, March 17, 2026--(BUSINESS WIRE)--World Wide Technology (WWT) and CrowdStrike (NASDAQ: CRWD) today announced the launch of the Securing AI with CrowdStrike Lab within WWT’s AI Proving Ground. Built on NVIDIA AI factories, the lab enables enterprises to test, validate, and deploy AI systems with unified security before moving into production. Enterprises are rapidly scaling AI factories and accelerated computing environments to support business-critical workloads. As AI adoption expands, so does risk – across infrastructure, cloud, and runtime. Organizations must embed protection against misconfigurations, data exposure, and prompt injection directly into the AI stack to innovate at scale without increasing risk. The Securing AI with CrowdStrike Lab enables organizations to integrate the Falcon® platform into AI environments built on the NVIDIA Enterprise AI Factory validated design. The Falcon platform delivers unified protection across critical layers of enterprise AI environments, enabling teams to assess risk, validate controls, and accelerate secure AI deployment. By combining WWT’s infrastructure expertise and AI Readiness Model for Operational Resilience (ARMOR) with CrowdStrike’s platform for securing AI, customers can move from GPU investment to production with greater visibility, governance, and control. "AI is foundational to how modern enterprises operate and innovate, and security must evolve with it," said Daniel Bernard, chief business officer, CrowdStrike. "Together with WWT and NVIDIA, we’re enabling organizations to test the CrowdStrike Falcon platform directly within AI factory environments. This helps organizations move from experimentation to production-grade AI, with protection embedded across infrastructure, cloud, and runtime from day one." "Enterprises need more than t...
Quaker Chemical Corporation KWR is in a tug-of-war between improving fundamentals and a stock that has lagged meaningfully. Investors are weighing a discounted valuation against near-term friction from flat end markets, tariff uncertainty and integration-related costs. The setup is straightforward: if share gains and self-help initiatives translate into cleaner quarters and margin progress, the mu...
Quaker Chemical Corporation KWR is in a tug-of-war between improving fundamentals and a stock that has lagged meaningfully. Investors are weighing a discounted valuation against near-term friction from flat end markets, tariff uncertainty and integration-related costs. The setup is straightforward: if share gains and self-help initiatives translate into cleaner quarters and margin progress, the multiple can look too low. If execution stumbles, leverage and interest expense keep the debate alive. KWR’s Recent Underperformance KWR shares are down 18.3% over the past three months and 7.8% over the past year, even as key benchmarks posted gains over those same windows. That disconnect is why valuation is the starting point for the conversation. Investors are not debating whether the company has growth levers. They are debating whether those levers will show up fast enough to overcome near-term noise and re-rate the stock. Quaker Chemical’s Multiples and What They Imply KWR is currently trading at a forward 12-month earnings multiple of 13.91x. That sits below the Zacks sub-industry at 21.34x. Over the past five years, KWR has traded between 11.85x and 34.01x, with a five-year median of 20.99x. The current multiple is closer to the low end of that range, which signals skepticism about the durability of margins and the pace of earnings follow-through. Image Source: Zacks Investment Research KWR’s Earnings Bridge: Growth vs. Friction The operating bridge investors need to underwrite is rooted in 2026 expectations: mid-single-digit revenue growth paired with high-single-digit adjusted EBITDA growth, supported by an annual gross margin target of 36-37%. Management also expects first-quarter 2026 to mark a third consecutive quarter of year-over-year EBITDA improvement, helped by share gains and normalization from fourth-quarter operational issues. But the path is not frictionless. Underlying markets are expected to be flat in 2026, with the first half likely flat to slightly ...