Nvidia Chief Executive Jensen Huang outlined a huge array of new products at the company's annual GTC conference Monday, both in hardware and software. Huang unveiled Nvidia’s new flagship product, which he said would revolutionize inference, the form of AI computing that allows models to respond to user queries. Nvidia’s new servers will combine 72 of Nvidia’s next-generation Vera Rubin servers w...
Nvidia Chief Executive Jensen Huang outlined a huge array of new products at the company's annual GTC conference Monday, both in hardware and software. Huang unveiled Nvidia’s new flagship product, which he said would revolutionize inference, the form of AI computing that allows models to respond to user queries. Nvidia’s new servers will combine 72 of Nvidia’s next-generation Vera Rubin servers with 256 of a new chip called an LPU, or language processing unit, developed by Groq, a startup whose top leadership team Nvidia acquired in a $20 billion technology licensing deal in December.
Morsa Images/DigitalVision via Getty Images What I find most interesting about Credo Technology ( CRDO ) is not just their growth rate but the disconnect in their operating performance and their stock price. The company just had one of their strongest quarters in the AI connectivity stack, yet their stock price is trading at levels well below their prior highs. This tells me that the debate is not...
Morsa Images/DigitalVision via Getty Images What I find most interesting about Credo Technology ( CRDO ) is not just their growth rate but the disconnect in their operating performance and their stock price. The company just had one of their strongest quarters in the AI connectivity stack, yet their stock price is trading at levels well below their prior highs. This tells me that the debate is not about performance but about sustainability. Investors are trying to gauge whether Credo’s current momentum in their copper connectivity business can extend to their overall AI interconnect stack with hyperscaler clusters. When the Story Becomes Earnings Power Credo’s recent performance has certainly shifted the debate from story to earnings power. The company just reported $407 million in revenue for their Q3 FY2026 earnings, which represented 201.5% year-over-year growth and 52% sequential growth in their revenue line. The company is projecting $425 million to $435 million in revenue for their Q4 FY2026 earnings, which again bodes well for their accelerating adoption curve in AI infrastructure spend. Earnings Q3 Using their performance up to and through their Q3 FY2026 earnings and their forward earnings guidance, Credo is expected to generate $1.33 billion in revenue for their FY2026 earnings, which is up approximately 204% from their FY2025 earnings performance. This type of growth is not common even in the semiconductor space, where AI-related demand is already driving high growth in many segments of their industry. What I find most interesting about Credo is their profitability with their high growth rate. The company just reported a non-GAAP gross margin of 68.6% and a non-GAAP operating margin of 49.6% in their most recent earnings performance. These are exceptional margins for a connectivity semiconductor supplier. Data by YCharts The generation of free cash flow is also noteworthy. In Q3, the company generated $139.7 million in free cash flow. This shows that the ...
(RTTNews) - Arena Group Holdings, Inc. (AREN) announced a profit for fourth quarter that Dropped, from the same period last year The company's earnings totaled $5.33 million, or $0.11 per share. This compares with $6.88 million, or $0.19 per share, last year. The company's revenue for the period fell 22.1% to $28.24 million from $36.23 million last year. Arena Group Holdings, Inc. earnings at a gl...
(RTTNews) - Arena Group Holdings, Inc. (AREN) announced a profit for fourth quarter that Dropped, from the same period last year The company's earnings totaled $5.33 million, or $0.11 per share. This compares with $6.88 million, or $0.19 per share, last year. The company's revenue for the period fell 22.1% to $28.24 million from $36.23 million last year. Arena Group Holdings, Inc. earnings at a glance (GAAP) : -Earnings: $5.33 Mln. vs. $6.88 Mln. last year. -EPS: $0.11 vs. $0.19 last year. -Revenue: $28.24 Mln vs. $36.23 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Microvast Holdings press release ( MVST ): Q4 Non-GAAP EPS of -$0.11 misses by $0.13 . Revenue of $96.4M misses by $34.98M . Record yearly revenue of $427.5 million, an increase of 12.6% compared to $379.8 million in 2024 Gross margin decreased to 28.6%, compared to 31.5% in 2024, this change was primarily attributable to a $32.5 million inventory impairment charge related to specialized ESS compo...
Microvast Holdings press release ( MVST ): Q4 Non-GAAP EPS of -$0.11 misses by $0.13 . Revenue of $96.4M misses by $34.98M . Record yearly revenue of $427.5 million, an increase of 12.6% compared to $379.8 million in 2024 Gross margin decreased to 28.6%, compared to 31.5% in 2024, this change was primarily attributable to a $32.5 million inventory impairment charge related to specialized ESS components, which negatively impacted our gross margin by 7.6 percentage points; Non-GAAP adjusted gross margin decreased to 28.6%, compared to 32.4% in 2024 Operating expenses of $118.3 million, a decrease of 50.4% compared to $238.3 million in 2024; Non-GAAP adjusted operating expenses of $115.4 million, compared to $210.9 million in 2024 Net loss of $29.2 million, compared to net loss of $195.5 million in 2024; Non-GAAP adjusted net profit of $13.0 million, compared to non-GAAP adjusted net loss of $84.6 million in 2024 Net loss per share of $0.09 compared to net loss per share of $0.61 in 2024; Non-GAAP adjusted net profit per share of $0.04, compared to non-GAAP adjusted net loss per share of $0.27 in 2024 Non-GAAP adjusted EBITDA of positive $44.7 million, compared to Non-GAAP adjusted EBITDA of negative $44.8 million in 2024 Capital expenditures of $38.7 million, compared to $49.9 million in 2024, driven primarily by investments in manufacturing capacity expansion for our Huzhou Phase 3.2 line Cash, cash equivalents, restricted cash of $169.2 million as of December 31, 2025, compared to $109.6 million as of December 31, 2024 More on Microvast Holdings Seeking Alpha’s Quant Rating on Microvast Holdings Historical earnings data for Microvast Holdings Financial information for Microvast Holdings
Meta Platforms Inc. (NASDAQ: META) saw its stock price climb more than 3% on Monday, March 16, 2026, as investors cheered a bold two-pronged strategy aimed at dominating the artificial intelligence landscape while drastically thinning the company's corporate ranks. The rally followed a blockbuster announcement of a $27 billion infrastructure partnership with specialized AI cloud provider Nebius Gr...
Meta Platforms Inc. (NASDAQ: META) saw its stock price climb more than 3% on Monday, March 16, 2026, as investors cheered a bold two-pronged strategy aimed at dominating the artificial intelligence landscape while drastically thinning the company's corporate ranks. The rally followed a blockbuster announcement of a $27 billion infrastructure partnership with specialized AI cloud provider Nebius Group (NASDAQ: NBIS) and leaked reports suggesting the social media giant may soon lay off up to 20% of its global workforce. The market's positive reaction underscores a growing investor preference for "leaner and meaner" tech giants that are willing to sacrifice headcount to fund the staggering capital expenditures required for the AI arms race. By pivoting resources from human labor toward high-performance computing clusters, Meta is signaling a total commitment to its next-generation "Avocado" AI model and its quest for artificial general intelligence, even at the cost of significant internal upheaval. The Cost of Intelligence: Layoffs and Infrastructure Spending The primary catalyst for the day's volatility was a leaked internal memo and subsequent reporting from Reuters indicating that Meta is preparing for a workforce reduction of up to 20%. Such a move would impact between 15,000 and 16,000 employees, marking the largest single round of layoffs in the company's history—surpassing even the aggressive cuts of the 2023 "Year of Efficiency." Sources suggest these cuts are designed to streamline operations and "automate the automators," utilizing Meta’s own internal AI tools to replace administrative and mid-level management functions. Simultaneously, Meta confirmed a landmark five-year, $27 billion deal with the Amsterdam-based Nebius Group. The agreement is structured into two parts: $12 billion for dedicated AI processing capacity and an additional $15 billion for supplementary compute access. This deal focuses on the deployment of NVIDIA Corp (NASDAQ: NVDA) next-genera...
Key Points Both SPTM and ITOT charge the same ultra-low expense ratio and offer a similar dividend yield. ITOT holds more stocks and manages significantly more assets under management, but its five-year growth trails SPTM. Sector weightings and top holdings are nearly identical, with both funds emphasizing technology giants. 10 stocks we like better than iShares Trust - iShares Core S&P Total U.s....
Key Points Both SPTM and ITOT charge the same ultra-low expense ratio and offer a similar dividend yield. ITOT holds more stocks and manages significantly more assets under management, but its five-year growth trails SPTM. Sector weightings and top holdings are nearly identical, with both funds emphasizing technology giants. 10 stocks we like better than iShares Trust - iShares Core S&P Total U.s. Stock Market ETF › The State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (NYSEMKT:SPTM) and iShares Core S&P Total U.S. Stock Market ETF (NYSEMKT:ITOT) both deliver broad U.S. equity exposure with matching fees, but diverge in asset size, number of holdings, and historical growth over five years. Both SPTM and ITOT aim to serve as core portfolio building blocks, offering comprehensive access to U.S. stocks across all market caps. This comparison examines their cost, returns, risk profile, portfolio construction, and any unique characteristics to help investors assess which may fit their needs best. Snapshot (cost & size) Metric SPTM ITOT Issuer SPDR IShares Expense ratio 0.03% 0.03% 1-yr return (as of 2026-03-11) 21.4% 21.6% Dividend yield 1.1% 1.1% Beta 1.00 1.01 AUM $12.1 billion $81.5 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. SPTM and ITOT are equally affordable, both charging a minimal 0.03% expense ratio, and each delivers a 1.1% dividend yield, so neither fund stands out on cost or payout. Performance & risk comparison Metric SPTM ITOT Max drawdown (5 y) -24.15% -25.36% Growth of $1,000 over 5 years $1,674 $1,606 What's inside ITOT tracks a broad spectrum of U.S. equities, holding 2,484 stocks as of its 22.1-year history. Its sector allocations lean 33% to technology, 12% to financial services, and 10% to consumer cyclicals, with top positions in Nvidia (NASDAQ:NVDA), Apple (NASDAQ:AAPL), and Microsoft (NASDAQ:MSF...
Ten-League International Holdings ( TLIH ) on Monday said it received a staff determination from Nasdaq that its securities are subject to delisting from the Nasdaq Capital Market due to non-compliance with the exchange’s minimum bid price requirement. The rule requires listed securities to maintain a minimum bid price of $1 per share. The company said it failed to regain compliance within the 180...
Ten-League International Holdings ( TLIH ) on Monday said it received a staff determination from Nasdaq that its securities are subject to delisting from the Nasdaq Capital Market due to non-compliance with the exchange’s minimum bid price requirement. The rule requires listed securities to maintain a minimum bid price of $1 per share. The company said it failed to regain compliance within the 180-day grace period that ended on March 9, 2026. Ten-League said it intends to request a hearing before an independent Nasdaq panel to appeal the determination. The request will stay any suspension or delisting action pending the panel’s decision, and the company’s shares will continue to trade on the Nasdaq Capital Market under the ticker “TLIH” during that period. Source: Press Release More on Ten-League International Holdings Limited Financial information for Ten-League International Holdings Limited
Key Points The Trade Desk must expand beyond impression buying to stay competitive. Vertical integration defines the competitive threat it faces now. Execution will determine whether this initiative matters. 10 stocks we like better than The Trade Desk › The Trade Desk (NASDAQ: TTD) built its reputation as the independent demand-side platform for the open internet. The company based its pitch on n...
Key Points The Trade Desk must expand beyond impression buying to stay competitive. Vertical integration defines the competitive threat it faces now. Execution will determine whether this initiative matters. 10 stocks we like better than The Trade Desk › The Trade Desk (NASDAQ: TTD) built its reputation as the independent demand-side platform for the open internet. The company based its pitch on neutrality, transparency, and performance outside the walled gardens of Alphabet's Google and Meta Platforms. But the advertising landscape has changed. Amazon now pairs retail data with premium streaming inventory. Major platforms embed artificial intelligence (AI) deeply into their advertising stacks. 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 » Against that backdrop, The Trade Desk introduced a new initiative: Audience Unlimited. It didn't generate the headlines that Kokai did. But strategically, it may be just as important. Why does the initiative matter now? The Trade Desk does not control advertising inventory, own a retail ecosystem, or operate a closed data loop. For years, advertisers rewarded that neutrality. But platforms like Amazon now combine inventory, retail data, and attribution into unified systems. That model creates tighter feedback loops and potentially stronger performance advantages. To stay relevant, The Trade Desk must deepen its role inside advertiser workflows. Enter Audience Unlimited. Management described Audience Unlimited as a way to help advertisers leverage audience data more flexibly and apply AI to extract greater value from data signals, particularly retail data. That positioning signals an effort to expand beyond impression buying. If The Trade Desk strengthens its role in data activation, it increases its strategic importance. Conversely, if it fails to do so, it ri...
In the uncertain early stages of his Indian Wells semi-final contest with Carlos Alcaraz, Daniil Medvedev swiftly made his intentions clear. Having established a 3-1 lead, he chased down a trademark Alcaraz drop shot, then a lob, before slamming the door shut on the point by firing an ultra-flat inside-out backhand winner on to the edge of the line. This was a statement point and it formed part of...
In the uncertain early stages of his Indian Wells semi-final contest with Carlos Alcaraz, Daniil Medvedev swiftly made his intentions clear. Having established a 3-1 lead, he chased down a trademark Alcaraz drop shot, then a lob, before slamming the door shut on the point by firing an ultra-flat inside-out backhand winner on to the edge of the line. This was a statement point and it formed part of the most startling performance of the year so far. Few gave Medvedev a serious chance against Alcaraz, who had won their four meetings, conceding just one set. It took one of the best matches of Medvedev’s distinguished career to turn the tables on Alcaraz in only two sets. The defining question of men’s tennis this season remains whether any player can consistently put Alcaraz and Jannik Sinner under real pressure. Rather than a new emerging talent, a third man, the first steps have actually been made by the two veterans who preceded Alcaraz and Sinner as the world No 1, with Novak Djokovic producing an incredible performance in the Australian Open semi-finals to topple Sinner in five sets. Medvedev’s performances in California marked a significant moment in his career. He is the best men’s tennis player born in the 1990s, a former No 1 and grand slam champion, but the 30-year-old is coming off his most painful season. He won just one grand slam match , falling out of the top 15 for the first time since 2019. He finished with more rants and emotional crashouts than match wins. For all the significant strides Medvedev took last week, though, the final result merely served as a reminder of just how incredibly difficult this task is. Beating both players will often be a requirement in order to win most big tournaments for the foreseeable future. A day later, Medvedev played another strong match and he pushed Sinner in two tight tie-breaks, but it was just a step too far. Sinner dominated in the decisive points, capturing the 25th title of his career. Sinner is now the younge...
Image source: The Motley Fool. Monday, March 16, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Felix Lin Chief Financial Officer — Paul McGarry Operator Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Revenue -- $1.23 billion, up 2.2%, driven by volume growth and pricing improvements in seafood and meat and poultry, and commodity volume gains, part...
Image source: The Motley Fool. Monday, March 16, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Felix Lin Chief Financial Officer — Paul McGarry Operator Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Revenue -- $1.23 billion, up 2.2%, driven by volume growth and pricing improvements in seafood and meat and poultry, and commodity volume gains, partially offset by declines in other categories. -- $1.23 billion, up 2.2%, driven by volume growth and pricing improvements in seafood and meat and poultry, and commodity volume gains, partially offset by declines in other categories. Gross Profit -- $207.6 million, up 1.2%, with gross margin slightly declining to 16.9% from 17.1% due to higher costs. -- $207.6 million, up 1.2%, with gross margin slightly declining to 16.9% from 17.1% due to higher costs. Adjusted EBITDA -- $45.0 million, rose 6.9%, reflecting operational efficiencies and transformation benefits. -- $45.0 million, rose 6.9%, reflecting operational efficiencies and transformation benefits. Distribution, Selling, and Administrative Expenses -- $201.8 million, an increase of $3.7 million, primarily from higher depreciation, occupancy, and one-time transformation costs, partially offset by lower professional fees; remained flat as a percentage of revenue at 16.4%. -- $201.8 million, an increase of $3.7 million, primarily from higher depreciation, occupancy, and one-time transformation costs, partially offset by lower professional fees; remained flat as a percentage of revenue at 16.4%. Net Loss -- $38.8 million, improved from prior year’s net loss of $48.5 million, due to lower goodwill impairment and improved operating results, partially offset by no gain on lease guarantee liability and changes in fair value of swaps. -- $38.8 million, improved from prior year’s net loss of $48.5 million, due to lower goodwill impairment and improved operating results, partially offset by no gain on lease guarantee liability an...
Available for over a year Today, President Trump has reiterated his requests for support from Nato allies in securing the Strait of Hormuz - days after saying we don’t need” UK aircraft carriers in the Middle East. For now, the PM and other European allies are holding off - with Sir Keir Starmer saying the UK doesn’t want to get drawn into the wider US-Israeli war with Iran. James and Chris are jo...
Available for over a year Today, President Trump has reiterated his requests for support from Nato allies in securing the Strait of Hormuz - days after saying we don’t need” UK aircraft carriers in the Middle East. For now, the PM and other European allies are holding off - with Sir Keir Starmer saying the UK doesn’t want to get drawn into the wider US-Israeli war with Iran. James and Chris are joined by Panorama film maker Jane Corbin to discuss the ongoing disagreement between the two sides of the Atlantic. Plus, The Economist’s defence editor Shashank Joshi joins James to explain why Trump has requested European support in the Gulf, and whether it would actually make a difference. You can now listen to Newscast on a smart speaker. If you want to listen, just say "Ask BBC Sounds to play Newscast”. It works on most smart speakers. You can join our Newscast online community here: https://bbc.in/newscastdiscord Get in touch with Newscast by emailing newscast@bbc.co.uk or send us a WhatsApp on +44 0330 123 9480. New episodes released every day. If you're in the UK, for more News and Current Affairs podcasts from the BBC, listen on BBC Sounds: https://bbc.in/4guXgXd Newscast brings you daily analysis of the latest political news stories from the BBC. The presenters was James Cook. It was made by Anna Harris with Shiler Mahmoudi and Harry Craig. The social producer was Gabriel Purcell Davis. The technical producers were Philip Bull and Rohan Madison. The assistant editor is Chris Gray. The senior news editor is Sam Bonham. Programme Website
Meta Platforms (META) is a global technology conglomerate that houses popular social platforms like Facebook, Instagram, WhatsApp, and Messenger. While its origins are rooted in social networking, Meta has strategically pivoted toward becoming an AI-focused company, integrating generative AI to enhance advertising precision and user engagement. Beyond its core software, the company is also heavily...
Meta Platforms (META) is a global technology conglomerate that houses popular social platforms like Facebook, Instagram, WhatsApp, and Messenger. While its origins are rooted in social networking, Meta has strategically pivoted toward becoming an AI-focused company, integrating generative AI to enhance advertising precision and user engagement. Beyond its core software, the company is also heavily invested in the "metaverse" and augmented reality through its Reality Labs division. Founded in 2004 by CEO Mark Zuckerberg, Meta Platforms is headquartered in Menlo Park, California. The company has evolved from its social media site roots into a massive global operation with over 3 billion daily active users. Meta Stock Performance Meta Platforms' stock has demonstrated remarkable resilience and growth. META stock has posted a 3% gain over the last 52 weeks, recovering from its 2022 lows to reach a market capitalization of approximately $1.55 trillion today. Although it has faced some recent headwinds — declining roughly 19% over the past six months due to massive capital expenditure forecasts — META is starting to stabilize in recent trading. Compared to the broader S&P 500 Information Technology Index, Meta remains a top-tier performer, although its aggressive spending on AI infrastructure has introduced higher volatility than some of its Big Tech peers. Meta Platforms Posts Solid Results Meta delivered a "beat and raise" performance for the fourth quarter of 2025, reporting $59.9 billion in revenue, representing a 24% year-over-year (YOY) increase. The company crushed analyst expectations with diluted EPS of $8.88, compared to the $8.19 estimate. This growth was primarily driven by Meta's "Family of Apps," which contributed $58.9 billion to the top line, fueled by an 18% increase in ad impressions and a 6% rise in the average price per ad. Despite these strong results, operating margins contracted slightly to 41% as the company ramped up spending on its AI initiatives...
(RTTNews) - Natural Gas Services Group Inc. (NGS) reported earnings for its fourth quarter that Increased, from last year The company's earnings came in at $4.10 million, or $0.32 per share. This compares with $2.87 million, or $0.23 per share, last year. The company's revenue for the period rose 13.5% to $46.15 million from $40.66 million last year. Natural Gas Services Group Inc. earnings at a g...
(RTTNews) - Natural Gas Services Group Inc. (NGS) reported earnings for its fourth quarter that Increased, from last year The company's earnings came in at $4.10 million, or $0.32 per share. This compares with $2.87 million, or $0.23 per share, last year. The company's revenue for the period rose 13.5% to $46.15 million from $40.66 million last year. Natural Gas Services Group Inc. earnings at a glance (GAAP) : -Earnings: $4.10 Mln. vs. $2.87 Mln. last year. -EPS: $0.32 vs. $0.23 last year. -Revenue: $46.15 Mln vs. $40.66 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
(RTTNews) - Getty Images Holdings, Inc. (GETY) on Monday, reported fourth quarter and full year results for the fiscal year 2025. The company reported a net loss to the company of $90.8 million, or $0.22 per share, for the fourth quarter ended December 31, 2025, compared with net income of $24.4 million, or $0.06 per share, in the same quarter of 2024. Revenue increased to $282.3 million from $247...
(RTTNews) - Getty Images Holdings, Inc. (GETY) on Monday, reported fourth quarter and full year results for the fiscal year 2025. The company reported a net loss to the company of $90.8 million, or $0.22 per share, for the fourth quarter ended December 31, 2025, compared with net income of $24.4 million, or $0.06 per share, in the same quarter of 2024. Revenue increased to $282.3 million from $247.3 million year over year. The company posted an operating loss of $24.1 million in the quarter, compared with operating income of $35.9 million a year earlier, as operating expenses rose to $306.4 million from $211.4 million, driven mainly by a $91.5 million litigation loss compared with $12.5 million in the prior-year quarter. For the full year ended December 31, 2025, Getty Images reported a net loss attributable to the company of $206.1 million, or $0.50 per share, compared with net income of $39.5 million, or $0.10 per share, in 2024. Revenue rose to $981.3 million from $939.3 million. Operating income declined to $83.9 million from $180.8 million, while total operating expenses increased to $897.4 million from $758.5 million, reflecting a $100.5 million litigation loss and higher other operating costs. GETY is currently trading after hours at $0.76 on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.