Andy McCluskey, founder/songwriter People never believe me that Kraftwerk created Atomic Kitten. In 1996, my band OMD released Walking on the Milky Way, which I thought was one of the best songs I’d ever written. But in the age of Britpop, we were perceived as an 80s synthpop band, past our sell-by date. Radio 2 wouldn’t play the song and Woolworths wouldn’t stock it. I thought: “I’m functioning w...
Andy McCluskey, founder/songwriter People never believe me that Kraftwerk created Atomic Kitten. In 1996, my band OMD released Walking on the Milky Way, which I thought was one of the best songs I’d ever written. But in the age of Britpop, we were perceived as an 80s synthpop band, past our sell-by date. Radio 2 wouldn’t play the song and Woolworths wouldn’t stock it. I thought: “I’m functioning with one arm tied behind my back.” So my friend Karl Bartos of Kraftwerk said: “Why don’t you create a girl band as a vehicle for your songs?” I arranged to meet Kerry Katona, and she came bouncing into the studio and proceeded to show us the topless photographs she’d just had taken, which I thought was an interesting interview technique. She wasn’t the greatest singer, but she was like Marilyn Monroe: she didn’t know how engaging and beautiful she was. She was also the band’s choreographer. And I knew she would put her head through a brick wall to be famous, because she’d had such a difficult life and thought being rich and famous would change everything. Liz McClarnon came in with these bright blue contact lenses, while Natasha Hamilton had red hair and the highest cheekbones you’ve ever seen. I said to Stuart Kershaw [OMD drummer and Atomic Kitten co-creator]: “If she can sing, she’s in.” And, boy, could she sing. Whole Again started as an electronic ballad until Stuart said: “This isn’t working. Give me a day and I’ll turn it into a modern gospel song”. He made the drums more like Killing Me Softly by the Fugees, and put in bass and organ. Suddenly, it had a completely different feel. The song is about the moment a relationship has ended and you feel bereft, like there’s part of the jigsaw missing. Natasha leads the song, her big voice dialled down and resigned. Liz always had a voice that could break your heart. It took me 39 takes to get Kerry’s spoken verse, spread over several months, because she had her tonsils out, so her voice changed dramatically. Whole Again hit...
Docusign ( DOCU ) will report its results for the fourth quarter on Tuesday, after markets close. Wall Street expects the company to post earnings of 95 cents, implying a rise of +10.5%, on revenue of $828.22M, representing year-over-year growth of about 7%. DocuSign introduced several product and corporate updates as it pushes deeper into AI-driven contract management. The company rolled out new ...
Docusign ( DOCU ) will report its results for the fourth quarter on Tuesday, after markets close. Wall Street expects the company to post earnings of 95 cents, implying a rise of +10.5%, on revenue of $828.22M, representing year-over-year growth of about 7%. DocuSign introduced several product and corporate updates as it pushes deeper into AI-driven contract management. The company rolled out new AI-powered features for its eSignature platform aimed at simplifying contract summaries, document preparation, and agreement understanding, and also partnered with Anthropic to integrate its Intelligent Agreement Management tools with the firm’s Cowork platform. At the governance level, DocuSign appointed Brian Roberts as an independent director , while Director James A. Beer recently sold a small portion of his shareholding. According to Alpha’s Quant Rating system, DOCU is rated Hold with an overall score of 2.64 out of 5, reflecting an A grade in terms profitability, but it has a D- in terms of momentum. An Seeking Alpha analysis said DocuSign faces mixed dynamics ahead of its results, noting that “AI has come along to disrupt many SaaS names; DocuSign has been a casualty of this same narrative.” At the same time, the analyst pointed to the company’s entrenched role in enterprise workflows, stating the platform has “also become somewhat of a verb, ‘Docusign it,’ now a norm over wet signing for most businesses,” while adding that AI-driven efficiencies could support profitability as “reducing operating costs in both sales and R&D through AI is a real catalyst for GAAP earnings growth.” Over the last two years, DOCU has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time. The stock has fallen nearly 31% so far this year , compared to a 3.12% decline in the S&P 500 Index. More on DocuSign Docusign: Earnings Preview For An Anti-Bubble Poster Child Docusign: It's Not The E-Signatures, It's The Integrations (And I'm Buying) Docusign: We Shou...
NATO is looking into reinforcing further its ballistic missile defense capacity in Turkey against threats from neighboring Iran, according to people familiar with the matter. The military alliance already deployed a battery in eastern Turkey to protect an early-warning radar used to track missiles across the Middle East. It’s now considering sending another Patriot missile-defense system to bolste...
NATO is looking into reinforcing further its ballistic missile defense capacity in Turkey against threats from neighboring Iran, according to people familiar with the matter. The military alliance already deployed a battery in eastern Turkey to protect an early-warning radar used to track missiles across the Middle East. It’s now considering sending another Patriot missile-defense system to bolster an airbase where American troops are stationed, one of the people said. They spoke on condition of anonymity to discuss the planning. The potential reinforcement would follow NATO’s interception of missiles fired from Iran, which people familiar with the Turkish government’s thinking have said is testing the alliance ’s capacity to respond. A US AN/TPY-2 radar at Kurecik in eastern Turkey, one of the closest early-warning systems to the Islamic Republic, was likely the main destination of at least one of the projectiles, those people said. Read More: Iran Tests NATO’s Boundaries With Missiles Fired at Turkey The North Atlantic Treaty Organization couldn’t immediately be reached for comment. The Turkish Defense Ministry declined to comment. A senior military official has made clear NATO will continue to adjust to threats. Iran sought to degrade US early warning systems since the start of the war, including a strike that destroyed a similar AN/TPY-2 radar in Jordan, a key sensor used to direct US missile defense batteries in the Gulf. Another potential target is Turkey’s southern Incirlik Air Base, which hosts NATO forces including hundreds of US personnel. The alliance may deploy one PAC-3 battery at Incirlik, where a Spanish PAC-2 interceptor has been deployed for more than a decade, one of the people said. The PAC-2 systems are designed to be used against aircraft and cruise missiles and they may fail to intercept ballistic missiles, they said. NATO’s air and missile defense assets in the eastern Mediterranean have intercepted three missiles launched from Iran since Marc...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Qualcomm (NasdaqGS:QCOM) and Wayve announced a new collaboration to build integrated AI systems for autonomous driving. The partnership combines Wayve’s AI Driver software with Qualcomm’s Snapdragon Ride platform into a pre integrated stack for automakers. The...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Qualcomm (NasdaqGS:QCOM) and Wayve announced a new collaboration to build integrated AI systems for autonomous driving. The partnership combines Wayve’s AI Driver software with Qualcomm’s Snapdragon Ride platform into a pre integrated stack for automakers. The companies aim to simplify commercial deployment of advanced driver assistance and fully automated vehicle features. Qualcomm is best known for its smartphone chipsets, and the agreement with Wayve underlines its push into automotive AI and autonomous driving. By offering a combined hardware and software platform, the company is positioning itself as a key supplier for carmakers that want to add more automated functions without building everything in house. For readers watching the evolution of driver assistance and autonomous systems, this is a concrete product focused step rather than a broad statement about diversification. For investors following NasdaqGS:QCOM, this collaboration highlights an effort to turn automotive AI into a clearer commercial opportunity. If automakers adopt a pre integrated stack that reduces engineering complexity and time to market, it could support Qualcomm’s role in a segment that many expect to attract rising R&D and electronics spending from car manufacturers. Stay updated on the most important news stories for QUALCOMM by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on QUALCOMM. NasdaqGS:QCOM Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 1 risk and 5 things going right for QUALCOMM that every investor should see. The Wayve collaboration fits into a broader pattern of Qualcomm using partnerships to push its AI hardware into defined end markets. In automotive, pairing Wayve’s AI Driver software with the Snapdragon Ride platform gives carmakers a ready-made option...
tongstock/iStock via Getty Images The following segment was excerpted from the Touchstone Mid Cap Growth Fund Q4 2025 Commentary. Portfolio Review The Touchstone Mid Cap Growth Fund (Class A Shares, Load Waived) outperformed its benchmark, the Russell Midcap® Growth Index, for the quarter ended December 31, 2025. Relative strength in Information Technology (IT) and Industrials outweighed relative ...
tongstock/iStock via Getty Images The following segment was excerpted from the Touchstone Mid Cap Growth Fund Q4 2025 Commentary. Portfolio Review The Touchstone Mid Cap Growth Fund (Class A Shares, Load Waived) outperformed its benchmark, the Russell Midcap® Growth Index, for the quarter ended December 31, 2025. Relative strength in Information Technology (IT) and Industrials outweighed relative weakness in Consumer Discretionary and Communication Services. The Information Technology sector was the largest positive source of relative gains. Among some of the top contributors within the IT sector was Coherent Corp. ( COHR ), a global provider of photonics, lasers, and optical networking components, as investor focus remained firmly on AI-driven datacenter buildout. Shares benefited from accelerating demand for optical networking and communications infrastructure tied to cloud and AI workloads. We believe Coherent's differentiated photonics and engineered materials portfolio has positioned the company as a key enabler of next-generation data transmission and compute architectures. As visibility into AI-related capital spending improved, investors increasingly recognized Coherent's leverage to secular growth in optical networking, supporting strong performance during the quarter. MongoDB, Inc. ( MDB ), a cloud-native database software provider, also contributed over the quarter as sentiment toward cloud software improved. Shares benefited from growing recognition of MongoDB's role as a critical data layer for modern applications, supported by reaccelerating growth in Atlas and expanding enterprise use cases. Increased adoption tied to generative AI workloads reinforced confidence in sustained wallet share gains and margin expansion. With strong net retention, improving operating leverage, and a large addressable market, MongoDB continues to be viewed as a high-quality software compounder with a long runway for growth, in our opinion. The Industrials sector was also a ...
The 50s are an awkward decade for women on the red carpet. So, the Oscars, being the ultimate red carpet, are like a dramatisation of the awks, a silent movie told in One Dress After Another. It’s complicated by the convention that “over 50” and “in her 50s” are the same category for Hollywood, the existence of a greater age being so anathema to the condition of womanhood that it’s more tactful no...
The 50s are an awkward decade for women on the red carpet. So, the Oscars, being the ultimate red carpet, are like a dramatisation of the awks, a silent movie told in One Dress After Another. It’s complicated by the convention that “over 50” and “in her 50s” are the same category for Hollywood, the existence of a greater age being so anathema to the condition of womanhood that it’s more tactful not to mention it. Sigourney Weaver (76) is an “Oscars over 50”, as is Goldie Hawn (80). The case of Hawn was particularly confusing this year. When she was pictured alongside her daughter, Kate Hudson (46), they became the same age, it being semantically easier to pretend that “nearly-50 to 100” is a continuous phase of woman than to brook the idea of an age beyond “middle”. Anyway, the main problem for actors in their 50s, wardrobe-wise, has traditionally been: are you supposed to dress as your screen age, probably that of the mother or grandmother of a man who is only four years younger than you? Or would it be better to dress as a timeless romantic interest, which would put you 20 years younger than the same man and open you up to criticism such as: “What on earth is she doing showing her upper arms?” Since there is no way for a 50-year-old to exist in fiction, she has no wardrobe in real life, either. One timeless fix has been to wear a suit, leaning in to the fundamental inequity of the whole enterprise. When all men can dress in exactly the same thing and excite no comment at all, how can it be fair that a woman has to enter this territory in which there are no rules, except there are a thousand, which she won’t know until she has broken them? What’s the age range of a feather boa? How toned are your arms supposed to be? Sequins: mutton or lamb? Nobody knows; you just have to find out. The suit answer, by the way, has become yet another trap. If you weren’t the first woman to experiment with androgyny (Barbra Streisand, 1969), you will always be benchmarked against Str...
At separate meetings, the shareholders of Horizon Technology Finance ( HRZN ) and Monroe Capital ( MRCC ) approved proposals related to Horizon's proposed acquisition of Monroe, the two business development companies said on Monday. Horizon ( HRZN ) shareholders approved the firm's share issuance proposal, with more than 83% of voting shareholders supporting the action. MRCC shareholders approved ...
At separate meetings, the shareholders of Horizon Technology Finance ( HRZN ) and Monroe Capital ( MRCC ) approved proposals related to Horizon's proposed acquisition of Monroe, the two business development companies said on Monday. Horizon ( HRZN ) shareholders approved the firm's share issuance proposal, with more than 83% of voting shareholders supporting the action. MRCC shareholders approved the transactions, with more than 88% of voting shareholders supporting the merger and asset sale. As previously disclosed, Monroe ( MRCC ) will merge with and into Horizon ( HRZN ), with Horizon being the surviving public entity. The companies will announce at a later date the anticipated closing date of the merger, which they expect to be within the next 30 days. As the companies have previously disclosed, MRCC shareholders will get a number of HRZN shares with a net asset value equal to the NAV of the shares that they hold in MRCC, as determined shortly before the closing. Monroe Capital ( MRCC ) stock gained 2.2% in Monday morning trading, while Horizon Technology ( HRZN ) stock edged up 0.1%. More on Horizon Technology Finance Horizon Technology Finance (HRZN) Q4 2025 Earnings Call Transcript Horizon Technology Finance: A Textbook Case Of A Value Trap Horizon Technology Finance: When A 20% Yield Is Not A Bargain But A Warning Horizon Technology Finance outlines post-merger growth plans with $154M committed backlog and elevated venture debt yields Horizon Technology Finance stock slides after Q4 earnings miss
Jutharat Pinpan/iStock via Getty Images Ituran ( ITRN ) keeps turning a growing base of subscribers into solid free cash flow and steady returns for shareholders. After I first called it a Buy at $40.03, the stock climbed more than 24% to $49.70. The actual numbers kept getting better even as the market was slow to catch up. Revenue in 2025 hit $359 million, up 7% from the year before, a new high ...
Jutharat Pinpan/iStock via Getty Images Ituran ( ITRN ) keeps turning a growing base of subscribers into solid free cash flow and steady returns for shareholders. After I first called it a Buy at $40.03, the stock climbed more than 24% to $49.70. The actual numbers kept getting better even as the market was slow to catch up. Revenue in 2025 hit $359 million, up 7% from the year before, a new high for the company. Net income was $58 million, up 8%. EBITDA came in at $96.2 million, up 5%. Diluted earnings per share for the year: $2.92. Operating cash flow was $88.6 million. The business keeps turning revenue into cash. Subscriptions made up 74% of revenue and those grew 9%. That beat out product sales, which were 26% of the mix and only grew 1%. The company added 221,000 new subscribers last year, so they ended 2025 with 2.63 million. That’s a clear line to more recurring revenue and cash down the road. ITRN 6-K Capital Returns Capital returns stayed a big focus. The company paid out $60 million in dividends, almost the same as net income and bought back another $3.1 million in shares, then set up a new $10 million buyback plan. Management made it clear they’re prioritizing returning cash to shareholders. Co-CEO Eyal Sheratzky said,“Given our success and strong cash generation, we announced a special dividend of $20 million and a new share buy-back program of $10 million, in addition to the regular dividend policy of $10 million per quarter” (6-K). The result: the dividend yield is way above most of the sector and it’s backed by rising cash reserves. The company ended the year with $107.6 million in cash, which helps protect the downside. OEM Partnerships ITRN keeps building up its edge. The company landed new OEM deals with Stellantis and Renault , plus teamed up with BMW Motorrad and Yamaha for two-wheel vehicles. They’re not small updates, these are real drivers of more revenue. When ITRN signs with OEMs, it locks in new subscribers early in the car’s life, cuts do...
A German tourist’s attempt to pursue $100,000 in damages from a New York City taqueria whose salsa he found to be too spicy has failed after a federal judge dismissed the lawsuit. In a complaint filed in October 2024, German national Faycal Manz said he was visiting New York City two months earlier when he stopped at the Times Square location of Los Tacos No 1. Manz maintained that he bought three...
A German tourist’s attempt to pursue $100,000 in damages from a New York City taqueria whose salsa he found to be too spicy has failed after a federal judge dismissed the lawsuit. In a complaint filed in October 2024, German national Faycal Manz said he was visiting New York City two months earlier when he stopped at the Times Square location of Los Tacos No 1. Manz maintained that he bought three tacos there and then availed himself of the offerings at the restaurant’s self-service salsa bar. “As I had no idea how dangerous these sauces could be or which ingredients are put in the sauces, I started putting a lot of these sauces inside my tacos,” Manz wrote in the filing. He alleged that he experienced unpleasant symptoms after eating the tacos, including burning in his mouth and tongue, an increased heart rate, nausea and tongue blisters. Manz said he later returned to his hotel, where he took medication for diarrhea, acid reflux and stomach cramps. “There were absolutely no warnings at all,” he wrote in his complaint, which mentioned that he has history of gastrointestinal problems and generally avoids spicy foods. But in mid-February, US district judge Dale Ho dismissed Manz’s case, writing that the plaintiff’s “claims fail as a matter of law”. “Mr Manz has failed to state a claim that Los Tacos negligently served excessively spicy salsa at the Times Square location,” the judge wrote. Ho noted that Manz had not shown that he was unable to obtain information about the salsa’s spice level before eating it. “Manz admits that he never asked anyone, whether a customer or a Los Tacos employee, about the contents of the salsa bar before putting a large amount on each of his tacos,” Ho wrote. The judge furthermore noted that Manz acknowledged that he was “particularly predisposed to spice-related ailments” and typically avoids them. “A reasonable person with Mr Manz’s characteristics could have easily discovered that the salsa at Los Tacos was spicy,” Ho wrote. Ho allude...
honglouwawa/iStock via Getty Images The S&P 500 ( SPX ) dropped another 1.6% during the second trading week of March 2026, closing at 6,632.19 on Friday, 13 March 2026. The index is five percent below its 27 January 2026 record high of 6,978.59. Stock prices continued falling during this week as oil prices surged over $100 per barrel because of the Islamic Republic of Iran's efforts to close the H...
honglouwawa/iStock via Getty Images The S&P 500 ( SPX ) dropped another 1.6% during the second trading week of March 2026, closing at 6,632.19 on Friday, 13 March 2026. The index is five percent below its 27 January 2026 record high of 6,978.59. Stock prices continued falling during this week as oil prices surged over $100 per barrel because of the Islamic Republic of Iran's efforts to close the Hormuz Strait in response to U.S. and Israeli military action against its government. The surge in oil prices has raised the spectre of higher inflation, which in turn has made more Federal Reserve rate cuts, which had been widely expected, much less likely. The CME Group's FedWatch Tool projects the Fed will delay an expected quarter-point reduction in the Federal Funds Rate until 16 September (2026-Q3), twelve weeks later than what was anticipated a week earlier. The tool does not anticipate any other interest rate changes in 2026. The latest update of the alternative futures chart shows the trajectory of the S&P 500 following along near the bottom of the redzone forecast range during most of the week and dropping slightly below it on Thursday and Friday. For analytical purposes, we can use the middle of the redzone forecast range to reasonably represent what path the S&P 500 would have taken if not for the impact of the Iran war. At this writing, the index would be around four percent higher than it is two weeks after the beginning of the geopolitical event. Speaking of which, you can see some of the ebb and flow of it in the market-moving headlines of the week that was. Monday, 9 March 2026 Signs and portents for the U.S. economy: Oil’s wild ride: Crude drops 10% after 30% surge as Trump signals conflict may end Oil jumps to 2022 high on Iran war, falls after close as Russia sanctions in doubt Oil output, exports knocked by Iran conflict as prices surge Fed officials may be thinking about hiking U.S. interest rates because of oil price shock: Iran war fuels central bank ...
This news comes as the broader market is experiencing gains, with the Nasdaq up 1.25% and the Technology sector gaining 1.74%, indicating a positive sentiment in the market. Details Celestica will undertake the research and development, design, and manufacturing of scale-up networking switches for AMD’s “Helios” architecture, which is based on the Open Compute Project standards. This collaboration...
This news comes as the broader market is experiencing gains, with the Nasdaq up 1.25% and the Technology sector gaining 1.74%, indicating a positive sentiment in the market. Details Celestica will undertake the research and development, design, and manufacturing of scale-up networking switches for AMD’s “Helios” architecture, which is based on the Open Compute Project standards. This collaboration aims to enhance deployments of AI solutions across various sectors, including cloud and enterprise environments, addressing a growing demand for efficient AI infrastructure. The company expects the “Helios” platform to optimize performance for large-scale AI clusters, utilizing advanced networking silicon to connect AMD’s next-generation GPUs. This initiative reflects a significant step in Celestica’s strategy to leverage its engineering and manufacturing capabilities in the rapidly evolving AI market. Technical Analysis The stock is currently trading 0.1% above its 20-day simple moving average (SMA) but is 8.8% below its 100-day SMA, indicating some short-term strength while facing longer-term challenges. Over the past 12 months, shares have surged 201.42%, and they are currently positioned closer to their 52-week highs than lows. The RSI is at 42.84, which is considered neutral territory, suggesting that the stock is neither overbought nor oversold. Meanwhile, MACD shows a value of -9.1232, below its signal line at -8.7642, indicating bearish pressure on the stock. The combination of neutral RSI and bearish MACD suggests mixed momentum. Key Resistance : $307.00 : $307.00 Key Support: $266.50 Analyst Outlook Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $288.44. Recent analyst moves include: CIBC : Outperformer (Lowers Target to $360.00) (Mar. 11) : Outperformer (Lowers Target to $360.00) (Mar. 11) Citigroup : Buy (Lowers Target to $338.00) (Jan. 30) : Buy (Lowers Target to $338.00) (Jan. 30) Barclays: Overweight (Raise...
Pre-market futures are off the early morning highs right before 8:00am this morning, but still solidly in the green this week of St. Paddy’s Day. The Dow is +313 points at this hour, +0.67%, the S&P 500 +59 points, +0.89%, the Nasdaq +265 points, +1.09% and the small-cap +27 points, +1.11%. The main reason for this new-found optimism? Crude oil futures are down. The WTI spot price is back below $1...
Pre-market futures are off the early morning highs right before 8:00am this morning, but still solidly in the green this week of St. Paddy’s Day. The Dow is +313 points at this hour, +0.67%, the S&P 500 +59 points, +0.89%, the Nasdaq +265 points, +1.09% and the small-cap +27 points, +1.11%. The main reason for this new-found optimism? Crude oil futures are down. The WTI spot price is back below $100 per barrel (/bbl) to $95.82/bbl, down nearly -3%. Brent crude is also lower, but by a more stingy -0.57% to $102.55/bbl. There were no new calamities in the Middle East over the weekend (the already established calamities were enough, apparently), so investors come into a new trading week with an added dollop of hopefulness. Empire State Manufacturing -0.2 in March For the first time since December, the Empire State Manufacturing Survey came in with a negative headline for March: -0.2. Analysts had been expecting this to come in around +3 or +4, but with Shipments falling off and Delivery Times more than tripling for the month. This is the third negative print in the past nine months, with capital spending expected to pick up somewhat in the months ahead. Dollar Tree Beats on Q4 Earnings Ahead of today’s open, discount retailer Dollar Tree DLTR outperformed on Q4 earnings by 3 cents to $2.56 per share. Revenues of $5.49 billion improved over the expected $5.47 billion, and shares are up +1.4% on the news so far in today’s pre-market. This takes a modest bite out of the company’s -12% loss in share price year to date. What to Expect from the Stock Market This Week We’ve got around four weeks before the big banks start reporting Q1 earnings numbers, signaling the unofficial start of another earnings season. But this week, we have many big players reporting earnings, even if the overall amount of companies is low. Oklo OKLO and lululemon LULU report Tuesday, Micron MU and Macy’s M highlight Wednesday, and FedEx FDX and Alibaba BABA post numbers on Thursday. In terms of econ...
Drones streaking toward Saudi Arabia and Kuwait in early March were a stark reminder that the war in the Middle East is still widening and growing more unpredictable by the week. Gulf defenses intercepted multiple Iranian drones over oil-rich regions, and shipping routes that carry a large share of the world’s crude remain on edge. Each new strike shows how much modern conflict now relies on fast ...
Drones streaking toward Saudi Arabia and Kuwait in early March were a stark reminder that the war in the Middle East is still widening and growing more unpredictable by the week. Gulf defenses intercepted multiple Iranian drones over oil-rich regions, and shipping routes that carry a large share of the world’s crude remain on edge. Each new strike shows how much modern conflict now relies on fast targeting, resilient logistics, and aircraft that can stay in the air despite relentless pressure. This reality is pushing governments to lean harder on data-driven defense technology, especially tools that can keep critical jets flying and supply chains from seizing up. In this tense security climate, Palantir (PLTR) and GE Aerospace (GE) have deepened their work together on AI-powered solutions for military aircraft, combining advanced software with engine expertise to predict parts needs and reduce delays across key Air Force programs. With conflict risk rising and digital systems moving closer to the heart of air power, the question almost asks itself. Which of the two stocks looks more attractive to buy right now, PLTR or GE? Let's find out. Palantir Technologies (PLTR) Palantir Technologies is a $362.6 billion software company, formerly based in Denver and now in Miami, that builds operational AI platforms for government and commercial clients. The share price sits near $153.50 as of March 12, down about 13.4% year-to-date (YTD) yet still up roughly 84% over the past 52 weeks. This valuation implies investors are paying about 148x forward earnings and roughly 80.8x sales, compared with sector medians near 21.8x and 3.2x, which signals very high expectations for durable growth and profitability. Palantir announced a partnership with Ondas (ONDS) and World View to build a next-generation intelligence and sensing platform that links autonomous air and stratospheric systems into one command and control fabric for persistent ISR missions. The same week, Palantir also revea...
Andrii Yalanskyi/iStock via Getty Images Alternative AI bets I’ve seen my fair share of articles these days regarding the AI trade. Regardless of the details of the bulls and bears, what I see is a deep sense of uncertainty combining high valuation premiums and an unclear profit outlook. This uncertainty has motivated me to look past the most visible AI players and explore alternative ideas. Again...
Andrii Yalanskyi/iStock via Getty Images Alternative AI bets I’ve seen my fair share of articles these days regarding the AI trade. Regardless of the details of the bulls and bears, what I see is a deep sense of uncertainty combining high valuation premiums and an unclear profit outlook. This uncertainty has motivated me to look past the most visible AI players and explore alternative ideas. Against this backdrop, the thesis in this article is to present two ideas. Firstly, I will argue that under the current valuation of AI stocks, a better AI bet is to pivot away from direct AI stocks and toward assets that harness AI indirectly. I will explain why the aerospace and defense sub-sector serves as such an idea and is my pro-AI bet. Defense companies are often the ones that benefit more quickly from technological breakthroughs, such as AI, machine learning, and various autonomous technologies. The ongoing Iran conflict serves as another demonstration of this notion, as I see it. The defense sector is well-positioned from a secular point of view given the defense budgets both in the US and its close allies, where we have detailed our thoughts in a recent article focused on Japan and Korea . In the meantime, the sector is also more reasonably valued in my assessment than pure-play AI stocks. Secondly and conversely, I also want to invite you to take a look at the distiller and vintner sub-sector. This sector represents a durable anti-AI play in my view. Whenever I see a disruptive technology emerging, I am always reminded of the following conversation Warren Buffett had with Bill Gates when the internet was taking over the world. Gates was arguing that the rise of the internet was going to change everything, but Buffett disagreed. He said that while the internet might change the way people do some things, it's not going to change the basic human need for things like chewing gum. I believe the same argument applies equally well to spirit stocks, which are extremely attra...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Nebius Group (NasdaqGS:NBIS) agreed a five year, US$27b AI infrastructure supply deal with Meta Platforms. The agreement covers dedicated AI cloud capacity for Meta across multiple global locations. Meta also committed to buy unsold additional capacity under the arrangement. Nebi...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Nebius Group (NasdaqGS:NBIS) agreed a five year, US$27b AI infrastructure supply deal with Meta Platforms. The agreement covers dedicated AI cloud capacity for Meta across multiple global locations. Meta also committed to buy unsold additional capacity under the arrangement. Nebius Group runs an AI focused cloud platform, and this Meta agreement immediately puts the company alongside some of the largest suppliers of dedicated AI infrastructure. For readers tracking AI spending, it adds another large, multi year contract to the list of commitments from big technology platforms to secure access to compute and networking resources. For Nebius Group, the Meta deal introduces a substantial contracted revenue stream and raises the company’s profile with large enterprises that are ramping up AI workloads. Investors watching NasdaqGS:NBIS may now be looking more closely at how this contract shapes Nebius’s capacity build out, capital needs, and the mix between dedicated and shared AI cloud services over the next several years. Stay updated on the most important news stories for Nebius Group by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Nebius Group. NasdaqGS:NBIS Earnings & Revenue Growth as at Mar 2026 We've flagged 3 risks for Nebius Group. See which could impact your investment. The US$27b, five year AI infrastructure agreement with Meta Platforms is a step change in scale for Nebius Group. Around US$12b is tied to dedicated GPU clusters and related storage and connectivity, while a further US$15b depends on Meta taking unsold capacity that Nebius first offers to other customers. That structure gives Nebius both contracted visibility and an embedded buyer of any spare compute tied to these deployments. It also leans on Nebius’s access to Nvidia’s Vera Rubin platform, which is designed f...
BioCryst Pharmaceuticals ( BCRX ) rose 15% amid takeover speculation. There's some talk that BioCryst ( BCRX ) may be a takeover target, according to traders, who cited a Betaville "uncooked" alert that was circulating on Monday. Some people following the matter have heard that the party interested in BioCryst ( BCRX ) may be a US-based biopharma with a market cap of more than $15 billion, accordi...
BioCryst Pharmaceuticals ( BCRX ) rose 15% amid takeover speculation. There's some talk that BioCryst ( BCRX ) may be a takeover target, according to traders, who cited a Betaville "uncooked" alert that was circulating on Monday. Some people following the matter have heard that the party interested in BioCryst ( BCRX ) may be a US-based biopharma with a market cap of more than $15 billion, according to the report. BioCryst ( BCRX ) has a market cap of $2 billion. More on BioCryst Pharmaceuticals BioCryst Pharmaceuticals, Inc. (BCRX) Q4 2025 Earnings Call Transcript BioCryst Pharmaceuticals, Inc. 2025 Q4 - Results - Earnings Call Presentation BioCryst: The $700 Million Pivot From Oral Convenience To Injectable BioCryst outlines $625M–$645M 2026 ORLADEYO revenue target as HAE pipeline advances BioCryst Pharmaceuticals GAAP EPS of $1.12 beats by $1.07, revenue of $406.55M beats by $255.23M
A 10-core AMD Medusa Point CPU has just shown up on Geekbench, likely the AMD Ryzen AI 9 565. Medusa Point is slated to use Zen 6 CPU cores and is expected to debut sometime in 2027. 4 Reviews ← exclude selected types ← exclude selected tags AMD’s next-gen laptop CPU, codenamed Medusa Point, has just shown up on Geekbench under the AMD Plum-MDS1 moniker. An earlier roadmap suggested it would launc...
A 10-core AMD Medusa Point CPU has just shown up on Geekbench, likely the AMD Ryzen AI 9 565. Medusa Point is slated to use Zen 6 CPU cores and is expected to debut sometime in 2027. 4 Reviews ← exclude selected types ← exclude selected tags AMD’s next-gen laptop CPU, codenamed Medusa Point, has just shown up on Geekbench under the AMD Plum-MDS1 moniker. An earlier roadmap suggested it would launch sometime in 2027. If previous AMD launches are anything to go by, it will surface at CES. Medusa Point will be one of the first products to use Team Red’s new Zen 6 CPU cores. While the listing does not explicitly name any SKU by name, Geekbench’s backend reveals it is a Ryzen 9 model, likely the Ryzen AI 9 565 (tentative). It scores 1,210 and 7,323 points in Geekbench 6.6’s single and multi-core tests, respectively. It has ten CPU cores and 32 MB of cache, a notable upgrade over the 24 MB offered by Gorgon Point. Because it is an engineering sample, the Ryzen AI 9 565 tested here is not operating at its full capacity, as exhibited by its boost clock of 2.3 GHz. Unfortunately, the listing does not break down the CPU core layout. If a previous leak is accurate, Medusa Point will come with at least two low-power cores, with the remaining clusters running four Zen 6 and four Zen 6c cores. Unfortunately, the iGPU is not slated to get an RDNA5 upgrade, with numerous rumours stating it will stick with RDNA 3.5.