There is a new key term to know as part of this artificial intelligence revolution, at least according to Antonio Gracias, the founder of Valor Equity Partners. While chatting at this year’s Upfront Summit in Los Angeles, he spoke about the term he coined — proentropic — a descriptor for startups designed to thrive in chaos and disruption. Such upheavals include the increasing volatility of climate and geopolitics and, of course, technology. The term has its roots in physics, where entropy is a measure of the amount of disorder or uncertainty in a system. The second law of thermodynamics is that the disorder in a system will increase over time, and it cannot be stopped; it’s natural for a system, akin to real life, to always move toward a state of more disorder. Gracias admitted that the term might be hard to understand and that he started thinking about it back in 2013, when he thought that a combination of deglobalization and technological change would globally “shift all the power structures.” He said the world has been leaning toward chaos since at least the end of the last century as “human populations [have] gotten bigger and technologies have changed.” “We are looking at businesses that are really good at predicting that future state and figuring out where to go,” he said, citing his portfolio company SpaceX as an example. “It’s not just that they’re in a market today [that] they think works, but [they’ve] baked into their strategy and their people a way of thinking about the world that’s probabilistic” — meaning that anything can change at any moment in time. Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your next round. Your next hire. Your next breakout opportunity. Find it at TechCrunch Disrupt 2026, where 10,000+ founders, investors, and tech leaders gather for three days of 250+ tactical sessions, powerful introductions, and market-defining innovation. Register now to save up to $400. Save up to $300 or 30% to TechCrunch Founder Sum...

当地时间16日下午，以色列中部地区遭来自伊朗方向的导弹袭击。据以色列警方和救援部门消息，被拦截的弹道导弹碎片落入耶路撒冷多个区域，其中一处落点位于以色列议会大厦和以总理办公室附近。此外，东耶路撒冷一处民宅也因碎片坠落受损。当地急救部门表示，一名男子因接触到燃烧的拦截碎片致手部被烫伤。同日下午，以色列遭伊朗数轮导弹袭击，多地拉响防空警报。（央视） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Ciena is now the #100 analyst pick, moving up by 5 spots. This rank is formed by averaging the analyst opinions for each component from each broker, and then ranking the 500 components by those average opinion values. Looking at the stock price movement year to date, Ciena is showing a gain of 52.8%. VIDEO: S&P 500 Analyst Moves: CIEN The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Shopify is preparing for the transformation of a lifetime, according to its president, Harley Finklestein. Speaking at this year’s Upfront Summit in Los Angeles, the longtime e-commerce veteran spoke about how the company is going all in on agentic shopping. Shopify is second-largest ecommerce provider in the U.S. behind Amazon in America. But Finklestein says that only about 18% of retail purchases in the U.S. are made online. Agentic can change that, acting as a new front door for e-commerce sellers. “We’re going to begin to use these agentic applications as these kinds of personal shoppers,” he said, adding that the initial rollout will be slow. Agentic personal shoppers are predicted to be the future of shopping in some ways — able to discover, buy, and compare products for consumers more effectively. Finklestein said that agents will bring context to shopping, which is not something traditional search engines do well at the moment. He offered the example of searching for athletic shoes. One of his favorite brands, he said, is On. “Agentic is fundamentally merit-based as opposed to, if you go to a search engine, you type sneakers, you’re going to see Footlocker,” he said. But once his agentic shopper knows his preference for On running shoes, the next time he searches for such shoes, the agent will do a better job of representing options from On, rather than options sold at popular, mass retailers like Footlocker. This is, we’d point out, a bit simplistic. Current search engines already tailor shopping or search displays towards a person’s search and browsing history. But it is also true that agentic shopping should one day be able to take the person’s preferences into consideration at a much higher level. Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your next round. Your next hire. Your next breakout opportunity. Find it at TechCrunch Disrupt 2026, where 10,000+ founders, investors, and tech leaders gather for three days of 250+ tactical s...

Image source: The Motley Fool. Monday, March 16, 2026 at 11 a.m. ET CALL PARTICIPANTS Co-Chief Executive Officer — Adam J. Comora Co-Chief Executive Officer — Jonathan Gilbert Maurer Chief Financial Officer — Kazi Kamrul Hasan Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Adjusted EBITDA -- $90.2 million for the year, matching internal guidance and remaining flat due to declining environmental credit prices offsetting operational growth. -- $90.2 million for the year, matching internal guidance and remaining flat due to declining environmental credit prices offsetting operational growth. Fourth-Quarter Revenue and EBITDA -- $99.8 million in revenue and $34.2 million in adjusted EBITDA, compared to $80.0 million and $22.6 million in the prior year's same quarter, primarily driven by increased RNG production and 45Z tax credits. -- $99.8 million in revenue and $34.2 million in adjusted EBITDA, compared to $80.0 million and $22.6 million in the prior year's same quarter, primarily driven by increased RNG production and 45Z tax credits. RNG Production -- 4.9 million MMBtu for the year, up 28%, with fourth-quarter production of over 1.3 million MMBtu, a 24% year-over-year increase. -- 4.9 million MMBtu for the year, up 28%, with fourth-quarter production of over 1.3 million MMBtu, a 24% year-over-year increase. Environmental Credit Pricing Impact -- Realized D3 RIN price averaged $2.45 in 2025 versus $3.13 in 2024, resulting in roughly $33 million adjusted EBITDA reduction. -- Realized D3 RIN price averaged $2.45 in 2025 versus $3.13 in 2024, resulting in roughly $33 million adjusted EBITDA reduction. Fuel Station Services Segment EBITDA -- $46.7 million in 2025, a 22% year-over-year increase, though below guidance due to deferred fleet partner investment decisions. -- $46.7 million in 2025, a 22% year-over-year increase, though below guidance due to deferred fleet partner investment decisions. Total Liquidity -- $184 million at year-end, com...

A study of analyst recommendations at the major brokerages shows that AngloGold Ashanti plc (Symbol: AU) is the #11 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index , according to Metals Channel . The Metals Channel Global Mining Titans Index is comprised of the top fifty global leaders from the metals and mining sector. The companies listed in the Metals Channel Global Mining Titans Index are not fixed, but instead variable — updating on a continuous basis to reflect the changing market environment with respect to commodity prices, government policy and market volatility. From the other direction, when companies have a low rank among analysts, it isn't necessarily the case that investors should conclude that the stock will perform poorly. It can, of course, but a bullish investor could also take the contrarian angle and read into the data that there is lots of room for upside because the stock is so out of favor. AU operates in the Precious Metals sector, among companies like Newmont Corp (NEM) which is up about 0.1% today, and Barrick Mining Corp (B) trading higher by about 0.9%. Below is a three month price history chart comparing the stock performance of AU, versus NEM and B. AU is currently trading up about 0.3% midday Monday. Analyst Favorites of the Metals Channel Global Mining Titans Index » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

文章提及标的 豆油 -- 美豆油 -- 美豆油日内大跌5.00%，现报64.06美分/磅。

In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, Ciena Corp (Symbol: CIEN) has taken over the #100 spot from Dover Corp (Symbol: DOV), according to ETF Channel . Below is a chart of Ciena Corp versus Dover Corp plotting their respective rank within the S&P 500 over time (CIEN plotted in blue; DOV plotted in green): Below is a three month price history chart comparing the stock performance of CIEN vs. DOV: CIEN is currently trading up about 6%, while DOV is up about 1.6% midday Monday. Favorites » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

A study of analyst recommendations at the major brokerages shows that Apple Inc (Symbol: AAPL) is the #14 broker pick, on average, out of the 30 stocks making up the Dow Jones Industrial Average, according to ETF Channel . Apple Inc also comes in above the median of analyst picks among the broader S&P 500 index components, claiming the #136 spot out of 500. Below is a chart of rank over time: AAPL operates in the Computers sector, among companies like Arista Networks Inc (ANET) which is up about 1.8% today, and Super Micro Computer Inc (SMCI) trading higher by about 7.7%. Below is a three month price history chart comparing the stock performance of AAPL, versus ANET and SMCI. AAPL is currently trading up about 0.1% midday Monday. 15 Forgotten Giants of the S&P 500: Analysts' Current Least Favorites » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

美国银行（BAC）证券全球经济学家Antonio Gabriel表示，投资者可能低估了美以伊战争对全球经济造成动荡的潜在影响。尽管市场普遍认为冲突带来的冲击是短暂的，从当前形势来看，战争持续时间和影响范围仍存在较大不确定性。Gabriel在周一发布的报告中指出，冲突迅速结束的可能性仍然存在，但战争持续至第二季度的可能性同样不容忽视，甚至更长期的冲突也无法排除。“市场似乎正在将这一事件视为一次短暂冲击，但我们认为投资者可能低估了其潜在风险。”

The latest tally of analyst opinions from the major brokerage houses shows that among the 30 stocks making up the Dow Jones Industrial Average, Apple is the #14 analyst pick. Apple also comes in above the median of analyst picks among the broader S&P 500 index components, claiming the #171 spot out of 500. Looking at the stock price movement year to date, Apple is showing a gain of 18.6%. VIDEO: Dow Analyst Moves: AAPL The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

U.S. memory chipmaker Micron Technology said on Monday that it plans to build a second manufacturing facility in Taiwan at the Tongluo site it recently acquired from Powerchip Semiconductor ⁠Manufacturing Corp. The new ​facility will help it ​expand supply of leading-edge DRAM products including high-bandwidth memory (HBM) to ​support surging AI ​demand, the company said. Micron also mentioned it has completed the acquisition of PSMC’s Tongluo P5 site and ​the new ​second ⁠facility would be of similar ​scale to the existing ​fab ⁠in Miaoli County. READ: Nexperia China says it has begun producing its own chips ( The new site will reportedly serve as an extension of Micron’s “mega campus” in Taichung. It is designed to boost production of leading-edge DRAM and High Bandwidth Memory (HBM), both of which are critical components for AI servers and high. Construction is set to begin ⁠by ​the end ​of fiscal 2026. Micron expects the retrofitted P5 facility to begin meaningful product shipments by fiscal 2028. Micron had said in January that it had signed a letter of intent to acquire Powerchip’s P5 fabrication site in Tongluo, Miaoli County, Taiwan, for $1.8 billion in cash. Microchip had said it expects the deal to help boost ​its output of dynamic random access memory (DRAM) wafers beginning in the second half of 2027. Research firm TrendForce had said Micron’s acquisition of ⁠Powerchip’s Tongluo fab will help Micron expand its advanced-process DRAM capacity, creating room for an upward ‍revision to global DRAM supply in 2027. It said the capacity contribution from the first phase of the Tongluo ‌fab ‌ in the second half of 2027 will be equivalent to more than 10% of Micron’s global capacity in the fourth quarter of 2026. READ: US eases curbs, will allow certain Nvidia H200 chip segments into China ( Micron is one of the only three major suppliers of high bandwidth memory (HBM) chips essential to AI technology. South Korea’s Samsung and SK Hynix are the others. Micron CEO...

Meta Platforms (META +1.83%) kicked off the week with a bang. In a press release that dropped Monday morning, the social media and artificial intelligence (AI) specialist announced a massive five-year AI infrastructure agreement with neocloud provider Nebius Group (NBIS +14.35%). Under the terms of the deal, Nebius will provide Meta with $12 billion of dedicated processing capacity, leveraging the "first large-scale deployments of the Nvidia Vera Rubin platform." Nebius will begin delivering this capacity in early 2027. The deal goes further. Over the next five years, Meta has agreed to purchase additional compute capacity from Nebius as it comes online, for an additional $15 billion, bringing the total value of the contract to $27 billion. Cloud computing has been around for decades, but the advent of the neocloud has only just begun. These specialty cloud operators stockpile state-of-the-art chips and provide AI processing services, commonly called GPU-as-a-Service (GPUaaS). Nebius has been growing like wildfire in recent months and shows no signs of slowing. The stock had a market cap of just over $28 billion when the market closed on Friday, but news of the deal with Meta has driven its shares up as much as 17% (as of this writing), pushing its market cap above $32 billion. Just last week, Nvidia announced a $2 billion investment in Nebius as part of a strategic partnership aimed at building "multiple gigawatt-scale AI factories in the U.S." and deploying as much as 5 gigawatts of AI capacity by the end of the decade. Expand NASDAQ : NBIS Nebius Group Today's Change ( 14.35 %) $ 16.21 Current Price $ 129.16 Key Data Points Market Cap $28B Day's Range $ 124.46 - $ 132.09 52wk Range $ 18.31 - $ 141.10 Volume 697K Avg Vol 13M Gross Margin -765.63 % Nebius has experienced blistering growth driven by robust demand for its neocloud services, but has yet to produce consistent profitability. In 2025, revenue of $530 million surged 479% year over year, while its operatin...

中国商务部国际贸易谈判代表兼副部长李成钢：中方反对美方单边的301调查。（央视） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Earnings Call Insights: Dollar Tree, Inc. (DLTR) Q4 2025 Management View CEO Michael Creedon reported that Dollar Tree delivered 9% revenue growth in the fourth quarter, with comparable sales up 5%. Creedon stated, “We delivered 9% revenue growth in the fourth quarter with a comp of 5%. The comp performance reflected continued ticket growth and expected decline in traffic, strong seasonal execution and high discretionary engagement with the customer.” Creedon highlighted that Dollar Tree U.S. households reached a record 102 million, adding 6.5 million net new households in Q4. He emphasized, “The growth in households continues to be broad-based and accelerated sequentially… increasing trip frequency is a significant opportunity where even modest gains in annual visits translate into meaningful incremental sales.” Creedon noted the rollout of multi-price assortments to approximately 5,300 locations, representing 16% of total sales in Q4. He explained that stores with “more mature, multi-price assortments delivered stronger seasonal demand and higher average tickets, reinforcing the incremental nature of the strategy.” Creedon addressed traffic trends, stating, “Traffic declined in the quarter, in line with our expectations… as we look at the data, we see a traffic trend that is above prior reset levels, outperforming our historical experience.” CFO Stewart Glendinning stated, “For the fourth quarter of fiscal 2025, Dollar Tree delivered strong results, extending the momentum we've built throughout the year. Comparable sales increased 5%, gross margin expanded 150 basis points and adjusted diluted earnings per share increased 21% year-over-year.” Outlook Glendinning provided 2026 guidance: “We expect net sales in the range of $20.5 billion to $20.7 billion, reflecting comparable store sales growth of 3% to 4%. We expect diluted earnings per share in the range of $6.50 to $6.90, which is consistent with our Investor Day framework and represents high-teens earnings grow...

Nth Cycle signs $1.1 billion lithium offtake deal with Trafigura Reuters

格隆汇3月16日｜据CCTV国际时讯，当地时间3月16日下午，以色列中部地区遭伊朗导弹袭击。据以色列警方和救援部门消息，被拦截的弹道导弹碎片落入耶路撒冷多个区域，其中一处落点位于以色列议会大厦和以色列总理办公室附近。此外，东耶路撒冷一处民宅也因碎片坠落受损。

Sign up now! Sign up now! Sign up now? Sign up now! A Gold-Plate Generation full-back, taking a surprise appointment abroad , having never managed a club before; what could possibly go wrong? Must we really endure Jamie Carragher making hilarious sport of another inevitable failure every time he’s comprehensively defeated in an argument on Monday Night Football (MNF)? Er, no, because unlike Gary Neville, Ashley Cole hasn’t been presented with a job managing Cesena thanks to his friendship with a cuddly billionaire, able to fit the Valencia gig around his day-job of buying up swathes of his beloved Manchester for personal enrichment. Several decades ago I played Sunday league football with the late and former Arsenal, Manchester United and Scotland striker David Herd. He claimed to not have been a gifted player and he sharpened his skills by spending his afternoons kicking balls into the shed (Friday’s Memory Lane – Football Daily full email edition) while more talented teammates went off to play snooker and enjoy a pint or two. The intense practise made hitting the ball into the onion bag instinctive, he said” – David Campion. Your picture and write-up about the Arsenal training box reminded me of that old, very adaptable, training ground joke from years gone by. A team, let’s call them, say, Spurs, are suffering long-term performance problems. Before another match and inevitable defeat, their current manager, let’s call him, say, Mr Tudor, calls a previous, successful manager, let’s call him, say, Mr Pocchetino, to ask for training ground tips. Well, one thing we always used were dustbins. You know, the old-fashioned cylindrical dustbins? Put 10 of them out on the pitch in a random formation and get your players to attack them. They have to kick the ball against the bins, and the unpredictable angle and speed of bounce will help your players develop their reactions and anticipation. ‘Oh, great. Thanks Poch. We’ll try that with the current side.’ Three hours later, ...

作者：布莱恩・斯特尔特 周日晚间，美国总统唐纳德・特朗普在 “空军一号” 专机返回华盛顿特区途中对记者发表讲话。 针对美国媒体对伊朗战争的报道，特朗普政府几乎每天都会提出新的批评 —— 有时甚至一天三番。 特朗普总统用 “犯罪”“不爱国” 等字眼抨击媒体机构；联邦通信委员会（FCC）主席布兰登・卡尔威胁吊销广播公司的执照；国防部长皮特・赫格塞思则在五角大楼新闻发布会上公然辱骂新闻媒体。 这场 “攻击信使” 的策略毫无掩饰可言，但也可能暴露了政府的某种焦虑：要么是对这场战争异常低迷的民众支持率感到不安，要么是对战争实际进展心存疑虑。 在上周五听完赫格塞思的批评后，CNN 高级政治评论员大卫・阿克塞尔罗德评论道：“感觉他们已经做出决定：如果战争消息不好，那就去攻击报道战争消息的人。” 阿克塞尔罗德推测，特朗普 “羡慕” 那些没有《第一修正案》的国家：“普京就不用忍受这些！” 各大主流媒体并未因政府批评而退缩，他们深知，试图压制和抹黑战时报道的行为，与战争报道本身一样古老。 正如 CNN 董事长兼首席执行官马克・汤普森近期在一份声明中指出的：“政客们显然有动机宣称，对其决策提出质疑的新闻报道是虚假的。在 CNN，我们唯一的宗旨是向美国及全球受众讲述真相，再多的政治威胁或辱骂都无法改变这一点。” 话虽如此，这些言论仍值得关注和分析，因为它们是了解总统世界观的窗口，也塑造着其支持者的认知。 特朗普对媒体的抨击，平时只是背景中的低沉咆哮，如今却变成了异常响亮的怒吼。周日晚间，他反复用 “假新闻” 一词驳回关于战争的尖锐提问。他指责伊朗散布虚假信息，自己却也传播了一些不实内容。 而且，这场战时媒体批评并非仅来自白宫，而是遍及整个政府 —— 内阁官员、监管机构和 “让美国再次伟大”（MAGA）盟友共同参与，合力打压独立报道。 特朗普高呼 “叛国” “我真的认为这相当于是犯罪行为，” 特朗普周日在 “空军一号” 上表示，“因为我们那些毫无公信力的媒体公司，正在发布他们明知是虚假的信息。” 周日晚间，特朗普在 “真实社交” 平台发布一篇 401 字的长文，猛烈抨击 “腐败媒体”。 他准确指出，伪造的 AI 生成视频正在网络流传，这些视频虚构了伊朗的军事胜利。CNN、《纽约时报》等媒体一直在对这些视频进行辟谣。 但随后，特朗普却谎称伊朗与 “假新闻媒体” 密切合作传播这些视频，其中包括一...

Uncertainty and instability surrounding the Iran war have been weighing heavily on sentiments, and the S&P 500 Index ($SPX) has closed in the red for three consecutive weeks. While the world’s most popular index is down just over 2% for the year, the pain has been particularly severe in tech names, which are also reeling from fears of a possible artificial intelligence (AI) bubble. Meanwhile, Apple (AAPL), which largely held its ground last month amid the tech and software selloff, has also looked under pressure. The stock is down 7% for the year and is in correction territory after plunging over 12% from its recent highs. In my previous article, I had noted that AAPL was a hedge against the tech selloff, as usually the iPhone maker tends to outperform its “Magnificent 7” peers in periods of economic turmoil. However, the global macro environment has worsened over the last couple of weeks as the war in Iran threatens the benign crude oil price environment that consumers, central bankers, and governments had grown so used to. Let's dig into whether AAPL stock is a buy now or if investors would be better off waiting for a lower entry point. iPhone Sales Have Picked Up Apple's recent financial performance has been impressive, and after many quarters of muted growth, Apple reported a 16% year-over-year (YoY) rise in revenues for the December quarter, with the top end of its guidance calling for a similar growth in the current quarter. It was particularly encouraging to see a pickup in iPhone sales and the 37% rise in revenues in the Greater China region, which, of late, has been a challenging market for the Cupertino-based company. Apple’s Services business continues to do well, with revenues rising 14% YoY in the December quarter to a record high. Apple’s installed base of devices has topped 2.5 billion, which bodes well for the future growth of the company’s Services business. However, the so-called “Apple tax,” or the hefty fees the company levies on App Store purcha...

Getty Images Thesis My case here for IREN Limited ( IREN ) would center on the expansion we're seeing and the overall long-term growth potential. The company has just increased its GPU fleet to 150,000 units and now seems to be in a decent position in terms of capacity among the world’s largest AI cloud providers. They also have a vertically integrated model in that they control power, data centers, and infrastructure. So in that sense, they definitely have more operational flexibility and some potential cost advantages over competitors. We also just saw a flexible ATM program and about $9.3 billion in prior funding. Now, some may see this as a massive dilution risk, but I don't think the ATM will be dished out all in one go. Most probably, it will be incremental when they need to raise capital to support growth, and it will be done at favorable times. Their AI cloud segment could potentially hit $3.7 billion in annualized run-rate revenue by 2026. And I think we need to see higher utilization and operating leverage to help out with margins. Eventually, this should allow them to capture a larger share of AI cloud economics going forward and also justify the current premium valuation. AI Capacity Expanded to 150,000 GPUs As you know, IREN has recently announced a pretty big expansion of its AI infrastructure. They signed an agreement for more than 50,000 new NVIDIA B300 GPUs. And with this acquisition, Iren’s total GPU fleet is now up to about 150,000 units , which means the company is among the world’s largest AI cloud infrastructure providers. The GPUs will be deployed across their existing data centers in Mackenzie, British Columbia, and Childress, Texas, sometime in 2H26. The goal here is that by increasing its GPU count, IREN simply expands its available compute capacity, so this should enable it to serve larger enterprise customers and scale cloud services faster. Management also gave us expectations that once the full 150,000-GPU fleet is up and running, the A...

Earnings Call Insights: WW International, Inc. (WGHTQ) Q4 2025 Management View Tara Comonte, President and CEO, emphasized the company's transformation following its emergence from Chapter 11, stating, "We've reduced our legacy debt by more than 70%, freeing capital for investment in the future. We've completely rebuilt the leadership team... and started the extensive execution against our technology modernization road map." Comonte highlighted that WeightWatchers has repositioned itself for the GLP-1 era, with targeted investments in clinical offerings and technology to support sustainable, profitable growth. The CEO underscored the permanent shift in the weight management industry driven by GLP-1 medications: "GLP-1 medications represent a permanent structural shift in how the world understands weight, obesity and metabolic health." Comonte noted WeightWatchers' increased focus on integrating clinical care, behavioral support, and digital tools, referencing strong efficacy results and expanding offerings, including the Med+ clinical program, GLP-1 Success, and menopause programs. Felicia DellaFortuna, CFO, stated, "Q4 results were consistent with our strategic and financial objectives, and we are proud to have over delivered on our previously provided 2025 guidance. We maintained strong adjusted gross margins with disciplined cost actions while also strategically reinvesting to support targeted growth initiatives." DellaFortuna reported end-of-period clinical subscribers at 130,000 and expects to end Q1 with approximately 200,000 clinical subscribers, which would represent roughly 100% year-over-year growth when adjusted for compounded semaglutide. Outlook Management expects 2026 revenue in the range of $620 million to $635 million and adjusted EBITDA in the range of $105 million to $115 million. DellaFortuna explained, "We expect 2026 marketing expense as a percentage of revenue to increase modestly compared to 2025. We front-loaded approximately 40% to 45% of ou...

US oil prices could see another day of wild fluctuation as the US-Israel campaign against Iran extends into a third week, with one analyst predicting that prices at the pump might hit $3.85 per gallon on Monday. Petroleum prices have spiraled upward as the broadening conflict has imperiled oil and gas production infrastructure in the region. On Friday, the US conducted strikes on Kharg Island, an essential oil processing hub in Iran. Tehran, meanwhile, continues to block ships from passing through the strait of Hormuz, where a fifth of the international oil supply typically passes through. Brent crude, the international benchmark, increased to $106 per barrel early Monday but soon dipped to $103 a barrel. After briefly hitting $100 per barrel on Sunday, US crude was down to $94 by mid morning. Patrick De Haan, a leading petroleum analyst, said on Monday that the average US cost of gasoline could reach $3.80 to $3.85 per gallon and that “$4 is still possible, but not just yet”. Diesel, a heavier gas used by trucks and trains, could reach from around $5.05 to $5.15 per gallon countrywide. The average cost of regular gasoline in the US sat below $3 per gallon on 28 February, when the US and Israel first conducted strikes on Iran. Since then, the average now sits at $3.70 – marking a 23% increase in just under three weeks, Consumer Reports notes. But some US regions have seen far more dramatic upticks. In California, averages exceeded more than $5 per gallon, according to Consumer Reports, while some Los Angeles gas stations were charging in excess of $8 per gallon. Fluctuating oil prices continued to shake a jittery Wall Street on Monday. Stocks opened higher after news on lower oil prices, with the S&P 500 up around 1% at 11am ET. Top oil companies stocks are seeing minor fluctuations this morning, according to the Wall Street Journal, though shares in top petroleum outfits have reached all-time highs overall since the conflict started. Executives from several oil com...

Earnings Call Insights: Bitcoin Depot (BTM) Q4 2025 Management View CEO Christopher Buchanan reported that "2025 was a strong year for Bitcoin Depot with growth across the majority of our key operating and financial metrics and meaningful progress executing on our long-term strategy." He attributed the fourth quarter's year-over-year decline to "recently enacted state regulations that introduced transaction size caps and, to a lesser extent, enhancements to our compliance standards that modestly impacted transaction activity." Buchanan highlighted the addition of more than 500 kiosks from the National Bitcoin ATM acquisition, new partnerships with GPM Investments and Wild Bill's Tobacco, and the subsequent acquisition of Instant Coin Bank. He emphasized the company's strategy of relocating kiosks for better performance and underscored ongoing regulatory changes as a constructive force for industry maturation. Buchanan announced entry into the peer-to-peer social betting market through the acquisition of Kutt and the launch of ReadyBucks, a stand-alone business advance platform. Both initiatives are aimed at diversifying Bitcoin Depot beyond its core Bitcoin ATM offering. CFO David Gray stated, "Revenue in the fourth quarter was $116 million compared to $136.8 million in the prior year period, reflecting the impact of recently enacted state regulations and enhanced compliance standards." Gray reported that "gross profit in the fourth quarter of 2025 was $15.3 million compared to $23.5 million in the fourth quarter of 2024," and that "total operating expenses were $21.4 million compared to $15.0 million in last year's fourth quarter, with the increase due to higher legal and incentive compensation-related expenses." He also highlighted an $18.5 million accrual for an arbitration judgment liability and noted an increase in cash, cash equivalents, and cryptocurrencies to $76.6 million at year-end. Outlook Management expects "2026 is likely to be a challenging year for o...

Key Points The Federal Reserve's interest rate policy decisions are getting more difficult to predict as dissent at the FOMC grows. Chair nominee Kevin Warsh has clear policy goals in mind. Those policies would negatively affect some stocks while positioning others to outperform. 10 stocks we like better than S&P 500 Index › Warren Buffett once wrote about interest rates: "These act on financial valuations the way gravity acts on matter." In other words, how much a stock is worth is directly affected by the risk-free rate investors can receive in the bond market. If they can get a higher risk-free return from U.S. Treasuries, investors aren't going to pay as much for a company's potential, and far from guaranteed, earnings. That's why the Federal Reserve has garnered so much attention over the past few years. The Fed raised rates as inflation soared in 2022 and 2023, and now it's cutting rates to try to maintain high employment. In the meantime, valuations for many stocks have climbed higher. The S&P 500 (SNPINDEX: ^GSPC) trades for a forward price-to-earnings (P/E) of about 21, well above its long-term average in the high-teens. The tech-heavy Nasdaq Composite (NASDAQINDEX: ^IXIC) is even more expensive, as it's home to more growth stocks. 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 » Valuations have had support as investors have been able to predict how the Federal Open Market Committee (FOMC) will adjust interest rates, with expectations for further cuts in 2026. But recent developments are shaking that certainty, and the Federal Reserve may be turning into a liability to the stock market. Strong divisions in the FOMC The Federal Open Market Committee is the body that adjusts the short-term federal funds target interest rate. It consists of 12 members: The Fed Chair and the board of governors...

Julian Lin has upgraded Unity Software ( U ) to Buy following a significant valuation reset, while Cash Flow Venue has upgraded Tesla ( TSLA ) citing game-changing developments in energy and robotics. On the downside, Gary Alexander has downgraded GoDaddy ( GDDY ) to Sell as the company loses relevance in the AI era, and David Zanoni has lowered FreightCar America ( RAIL ) to Hold amid industry uncertainty and declining backlogs. Upgrades Unity Software ( U ): Upgrade to Buy by Julian Lin . The analyst sees the recent software sector selloff as creating an attractive entry point, with Unity delivering 10% year-over-year revenue growth and a 25% adjusted EBITDA margin while management views AI as complementary rather than threatening. “The company has been intentionally reducing its legacy IronSource revenues in favor of their Vector product. It is important to note that in spite of this transition, the company is still delivering growth.” Tesla ( TSLA ): Upgrade by Cash Flow Venue . The analyst highlights Tesla’s UK electricity supply license as unlocking significant European growth potential for its energy business, while the Digital Optimus humanoid robot project with xAI is expected to reach a major milestone within six months. “I've been bearish about Tesla for quite some time, but I think that recent news about the energy segment and robotics could actually turn the table for the company. The problems with valuation and the risky nature of this company are still there; I don't see any material progress on that front.” Downgrades GoDaddy ( GDDY ): Downgrade to Sell by Gary Alexander . The analyst points to accelerating AI disruption causing sharp growth slowdowns, with bookings growth lagging revenue and increased leverage from aggressive buybacks making the cheap valuation a potential value trap. “In my view, it’s very difficult to justify buying this stock (even at such modest multiples of FCF) when GoDaddy is struggling so deeply on growth and when better-per...

Name: Office hookworms. Age: A recent term for a very old complaint. Appearance: By the time they’ve shown themselves, it may be too late. You don’t have to tell me; I’ve encountered hookworms before. In the workplace? No, in south-east Asia. In that case you’re probably referring to one of two main species of roundworm belonging to the genera Ancylostoma and Necator, but their office-based counterparts have a similar modus operandi. What, entering through the skin as larvae and travelling along the host’s circulatory system to the stomach via the lungs, before maturing into adult worms in the intestines? More like embarking on a secret self-promotional campaign by taking credit for the work of others. OK. It’s not quite the same thing, is it? There’s more: office hookworms also deploy streams of passive-aggressive commentary in a bid to undermine their colleagues. That’s still a long way from laying 30,000 eggs a day in someone’s digestive tract. The point is, they’re behaving in an analogous fashion to the intestine-based parasite, but at work. Says who? Susie Ashfield, executive speech coach and the author of Just F***ing Say It! The Ultimate Guide to Speaking With Confidence in Any Situation, which is out in paperback this week. So, she has identified the hookworm as a difficult office type, best dealt with through some form of confident speaking? Exactly. In Ashfield’s workplace taxonomy the hookworm sits alongside the hippo (an office bully) and the mosquito (an incessant micromanager). And how does one go about eradicating office hookworms once and for all? Unfortunately it’s not that easy. “You cannot change someone else’s behaviour,” says Ashfield. “The best you can do is change your own and hope for a reaction in them.” You mean there’s no analogous strategy to be derived from the example of intestinal hookworm management? I’m not sure “don’t walk barefoot in places where people defecate” is applicable here. Although it is universally sound advice. True – ...