With the US-Israeli war against Iran in its second week, energy markets are in turmoil. On Thursday, the price of Brent Crude Oil topped $100, only slightly lower than the $119 peak per barrel on Monday. These swings have focused attention on key energy choke points such as the strait of Hormuz, where about one-fifth of the world’s shipped oil and liquefied natural gas (LNG) passes each day. This shutdown of the strait will be felt in people’s everyday lives for months to come, particularly in the form of spiralling household bills. But oil prices alone do not capture the full economic significance of the conflict. To understand its wider implications, we need to look at the major changes that have reshaped energy markets over the past two decades, and the central role the Gulf now plays within them. An unexpected consequence of this war is that the US’s two biggest enemies, China and Russia, could well be drawn closer together. The first of these changes is the dramatic pivot in the world oil trade that has accompanied China’s rapid industrial and manufacturing growth. For most of the modern oil era, Gulf crude flowed primarily west, supplying the United States and Europe. Today, the centre of gravity of that trade has shifted decisively towards Asia. China alone now accounts for roughly one-quarter of global oil imports, most of which comes from the Gulf states. China now consumes about 90% of Iran’s crude oil exports, much of it routed through Malaysia to avoid sanctions. These changes help explain why the current war carries such significant economic and geopolitical implications. As the centre of gravity of the oil trade has shifted east, the choke point that once loomed large in western strategic thinking now sits equally at the heart of Asia’s economic security. For China, in particular, conflict in the Gulf and the vulnerability of transit routes such as the strait of Hormuz pose a major risk to its energy supplies. By contrast, other geopolitical shocks hav...

With the Strait of Hormuz effectively weaponised as part of the Iran crisis , Beijing should move beyond rigid non-intervention to take targeted action to defend its massive interests abroad, according to a leading Chinese government adviser. In an interview published on Monday, Zheng Yongnian called for a more assertive “intervention 2.0” while avoiding US-style hegemonic overreach or “strong-arm” tactics. He argued that China’s commitment to “ absolute non-intervention ” was becoming increasingly untenable as rise of the “jungle law” created disorder, evident in the self-interested power plays surrounding the Iran conflict. Advertisement His assessment was published by the Greater Bay Area Review, a social media account affiliated with the Chinese University of Hong Kong, Shenzhen, where Zheng is dean of the school of public policy. 01:22 Oil tankers set ablaze by Iranian drones as shipping vessels targeted in Middle East war Oil tankers set ablaze by Iranian drones as shipping vessels targeted in Middle East war Tehran halted cargo traffic through the narrow Strait of Hormuz, a choke point for one-fifth of global oil trade, after US-Israeli joint strikes killed Iranian supreme leader Ayatollah Ali Khamenei nearly two weeks ago.

As the first tranche of documents relating to the hiring of Peter Mandelson are released, how bad will the fallout be for Keir Starmer and the government? Pippa Crerar is joined by Peter Walker to discuss. Plus, the fuel duty row that Rachel Reeves thought she could avoid Continue reading...

Chinese firms should prioritise regional political stability when they make overseas investment decisions, as mounting geopolitical tensions and currency fluctuations increase the risks of doing business abroad, a prominent Chinese entrepreneur has warned. “The current unrest in the Middle East, fluctuations of the US dollar and international complexities serve as a reminder for firms expanding abroad: we must go to locations that offer relative stability,” said Liu Yonghao, founder and chairman of agricultural conglomerate New Hope Group. As one of China’s leading entrepreneurs and overseas investors, Liu has been driving New Hope Group’s global expansion for nearly 30 years. He is also a member of the National Committee of the Chinese People’s Political Consultative Conference (CPPCC), the country’s top political advisory body. Advertisement “It is better for us to invest more in places that we understand relatively well and where we can have a better grasp of the situation,” he added, speaking on the sidelines of the “two sessions” – the annual meetings of China’s top legislature and the CPPCC – in Beijing on Tuesday. Liu said he favoured regions such as Southeast Asia, Australia and New Zealand – whose markets are comparatively more predictable and geographically distant from conflict zones. Advertisement His comments came as an increasing number of Chinese firms look to overseas markets for new growth opportunities and an escape from sluggish demand and intensifying competition at home.

On one side, Amazon (AMZN) is pouring nearly $200 billion into capital expenditures, doubling down on AI chips, cloud infrastructure, satellites, and ultra-fast delivery. On the other, Walmart (WMT) just crossed $700 billion in annual sales, is gaining share from higher-income households, and is turning advertising and memberships into powerful profit engines. Both are investing heavily in artificial intelligence (AI) and expanding their business at a rapid pace. But if you are buying one stock to hold for the next decade, one has the stronger long-term case. Let’s break it down. The Bull Case for Amazon Over the last ten years, Amazon stock has returned 622%. And while Amazon started its journey as an e-commerce giant, it has now evolved into a technology-powered growth engine fueled by cloud computing, AI, advertising, and logistics innovation. In the most recent fourth quarter, Amazon reported $213.4 billion in revenue, up 12% year-over-year (YOY), with $25 billion in operating income. Net income rose 4.8% to $1.95 per share. On the retail side, the everyday essentials segment grew nearly twice as fast as other categories in the U.S., and Amazon delivered nearly 70% more same-day items YOY. Prime members enjoyed the exclusive benefits and received over eight billion same- or next-day items in the U.S. in 2025. However, Amazon’s real story isn’t retail anymore; it’s Amazon Web Services. Notably, AWS revenue grew 24% YOY, reaching a $142 billion annualized run rate. Management emphasized that this growth is happening on a massive base, adding more incremental revenue than competitors. For the quarter, AWS added $2.6 billion in revenue and nearly $7 billion for the year. Management boasted that AWS added more data center capacity in 2025 than any other company globally. In the global cloud computing market, AWS maintains its leading position with a 28% market share. Additionally, its chips business (Graviton and Trainium) is now at a $10 billion plus annual revenue ...

NicoElNino Apollo Global Management’s chief economist, Torsten Slok, is warning that the software industry could face mounting financial pressure later this decade as a significant wave of debt approaches maturity. According to Slok, the sector is confronting roughly $40 billion in debt coming due in 2028, a large portion of which is concentrated among companies with lower B-rated credit profiles. The looming maturity wall raises concerns about refinancing risks, particularly in an environment where borrowing costs are expected to remain elevated for an extended period. Companies with weaker balance sheets may find it more difficult to roll over existing obligations if interest rates stay higher for longer. At the same time, the software industry is navigating a period of rapid technological change driven by artificial intelligence. Firms are being forced to increase spending on AI infrastructure, product development, and competitive innovation, potentially placing additional strain on cash flows. Taken together, the combination of substantial debt maturities, higher financing costs, and structural disruption from AI could create a challenging landscape for lower-rated software companies seeking to refinance their obligations later in the decade. See the chart below provided by Apollo: Software Debt (Apollo Asset Management) Software ETFs: ( IGV ), ( IGPT ), ( XSW ), and ( AOTS ). More on markets Where will the S&P 500 close by the end of 2026 as the U.S.-Iran war continues When will U.S. strikes on Iran end? Prediction markets say a nearly 50% chance by month's end Despite oil's 10% slide, prediction markets are not convinced that the oil rally is over Iran, Oil, And Unemployment Could Kickoff Bear Market RBC Capital Markets holds S&P 500 target, says Iran conflict too early to shift view

Jefferies believes Microsoft (MSFT) stock remains attractively valued, even as the company strengthens its leadership in artificial intelligence (AI). While many newer AI-focused companies have captured headlines, legacy players like Microsoft may ultimately prove more resilient. Why Is Jefferies So Optimistic? Recently, Jefferies reiterated its “Buy” rating and maintained a $675 price target for MSFT stock, following a meeting with Microsoft’s head of investor relations. MSFT stock is down 16% so far this year, compared to the tech-heavy Nasdaq Composite Index’s ($NASX) dip of 2%. The firm's target price implies the stock has potential upside of 67% from current levels. Despite Microsoft’s strong positioning in AI infrastructure, cloud, and enterprise software, Jefferies argues that the stock does not fully reflect the company’s long-term earnings potential. What's more, Microsoft just proved the same in its second quarter of fiscal 2026 why it is still a must-own stock. In Q2, revenue surged 17% year-over-year (YOY) to $81.3 billion, while EPS climbed 24% to $4.14. The company’s cloud business generated more than $50 billion in quarterly revenue for the first time, an increase of 26% YOY. Within the cloud business, Intelligent Cloud revenue rose 29% to $32.9 billion, while Azure and other cloud services surged 39%. Management stated that cloud demand continues to exceed supply, owing to AI workloads. Remaining performance obligations reached $625 billion, highlighting the durability of enterprise AI spending flowing through Microsoft’s ecosystem. Positioned for Long-Term AI Leadership Jefferies noted that AI margins appear to be growing faster than Azure margins at a comparable level. Despite spending $37.5 billion on capital expenditures, with about two-thirds going to GPUs and CPUs, operating margins increased to 47%. The company also paid out $12.7 billion to shareholders in a single quarter. Jefferies' bullish stance stems from the fact that Microsoft has the ...

On one side, Amazon (AMZN) is pouring nearly $200 billion into capital expenditures, doubling down on AI chips, cloud infrastructure, satellites, and ultra-fast delivery. On the other, Walmart (WMT) just crossed $700 billion in annual sales, is gaining share from higher-income households, and is turning advertising and memberships into powerful profit engines. Both are investing heavily in artificial intelligence (AI) and expanding their business at a rapid pace. But if you are buying one stock to hold for the next decade, one has the stronger long-term case. Let’s break it down. The Bull Case for Amazon Over the last ten years, Amazon stock has returned 622%. And while Amazon started its journey as an e-commerce giant, it has now evolved into a technology-powered growth engine fueled by cloud computing, AI, advertising, and logistics innovation. In the most recent fourth quarter, Amazon reported $213.4 billion in revenue, up 12% year-over-year (YOY), with $25 billion in operating income. Net income rose 4.8% to $1.95 per share. On the retail side, the everyday essentials segment grew nearly twice as fast as other categories in the U.S., and Amazon delivered nearly 70% more same-day items YOY. Prime members enjoyed the exclusive benefits and received over eight billion same- or next-day items in the U.S. in 2025. However, Amazon’s real story isn’t retail anymore; it’s Amazon Web Services. Notably, AWS revenue grew 24% YOY, reaching a $142 billion annualized run rate. Management emphasized that this growth is happening on a massive base, adding more incremental revenue than competitors. For the quarter, AWS added $2.6 billion in revenue and nearly $7 billion for the year. Management boasted that AWS added more data center capacity in 2025 than any other company globally. In the global cloud computing market, AWS maintains its leading position with a 28% market share. Additionally, its chips business (Graviton and Trainium) is now at a $10 billion plus annual revenue ...

AMZN vs. WMT: Which Is the Better Stock to Buy for the Next 10 Years? Yahoo Finance

AMZN vs. WMT: Which Is the Better Stock to Buy for the Next 10 Years? Barchart

Torsten Asmus/iStock via Getty Images I previously covered Occidental Petroleum Corporation ( OXY ) in January 2026, discussing why I had reiterated my Buy rating then, attributed to the potential FQ4'25 outperformance arising from the higher gas spot prices (well balancing the lower oil prices) and the likely dividend hike sometime in early 2026. This was on top of the accelerated deleveraging progress likely triggering the adj. EPS outperformance and the healthier balance sheet from FQ1'26 onwards, thanks to the recently completed OxyChem divestiture. In this article, I shall discuss why I am downgrading the OXY stock as a hold here, attributed to the premium P/E valuations arising from the outsized oil-fueled rally and the likely to be lumpy adj EPS performance arising from the elevated interest expenses. This is despite the potential sequential improvements in its top/bottom-lines/free cash flow generation from the higher spot prices from FQ1'26 onwards, pending the resolution of the Iran conflict. OXY Benefits From The Higher Spot Prices OXY 1Y Stock Price ( TradingView ) Since my last Buy rating, OXY has outperformed the wider market with a +22% stock price rally, with a similar trend also observed in its oil/gas peers in varying degrees. Much of the tailwinds are attributed to the rising Brent oil spot prices from $58s per barrel in early January 2026 to $91s per barrel by the time of writing, as the " major combat operations in Iran " in late February 2026 trigger a potentially impacted demand supply cadence in the intermediate term. Given that Iran comprises " 4% of global oil production " and the ongoing conflict is already contributing to the near-total shutdown of traffic through the Strait of Hormuz (transporting 20% of the world's oil and LNG supplies ), it is unsurprising that the commodity's spot prices have risen drastically, with it also buoying OXY's stock prices as an upstream player. Readers must also note the uncertainties from the prior Venezu...

very good/E+ via Getty Images I put a Buy label on Ellington Financial (Ellington Financial) stock with the rationale that Ellington Financial is currently impacted from an identity mispricing. Ellington Financial stock is trading at $12.09 and, in my opinion, Wall Street is pricing Ellington Financial as a commodity mREIT at a 9% discount to its verified Jan 2026 Book Value of $13.31. However, Ellington Financial’s base business factors right-tick that it should trade at a premium valuation. To answer why? One factor is the Cost of Capital Arbitrage. Ellington Financial just removed its major liability (Series A Preferred) through an accretive common equity raise. The second factor is Defensive Liquidity, as Ellington Financial holds $1.77 billion in unencumbered (free of burden) assets, decoupling it from the repo-market fragility that haunts peers. My focus here is Vertical Integration Premium. Through the Longbridge franchise, the proprietary loan portals, the revolving RTL securitizations, and the new servicer acquisition, Ellington Financial secures margin across the entire lifecycle of a loan (origination > warehousing > securitization > retained yield > servicing). In my stance, an enterprise deriving a 14.5% operating ROE with a fully covered 12.9% dividend yield and a fortified liability structure (mathematically) deserves a P/B multiple at least near the sector median. This means a 38% upside to a target price. More major risks to the thesis are HMBS Tail Liquidity Trap (a sharp dislocation in the Ginnie Mae HMBS market can force Longbridge to fund its $2.3 billion in undrawn borrower commitments using expensive cash that can be destroying ROE) and Commercial Bridge Loan Defaults [refinancing failures in the $640 million commercial mortgage portfolio (highly concentrated in multifamily) can necessitate MTM write-downs that outpace the earnings derived by the residential segments]. What Can Take Ellington Financial Stock Price Higher? In my opinion, Elling...

Today we’re talking about the messy, fast-moving situation at Anthropic, the maker of Claude that now finds itself in a very ugly legal battle with the Pentagon. The back-and-forth is complicated, but as of a few days ago, the Pentagon had deemed Anthropic a supply chain risk , and Anthropic has filed a lawsuit challenging that designation , saying the government has violated its First and Fifth Amendment rights by “seeking to destroy the economic value created by one of the world’s fastest-growing private companies.” I can tell you right now: We’re going to be talking about the twists and turns of that case on The Verge and here on Decoder in the months to come. But today I wanted to take a moment and really dig in here on one very important element of this situation that’s not gotten enough attention as this has spiraled out of control: how the United States government does surveillance, the legal authority that allows that surveillance to occur, and why Anthropic was distrustful of the government saying it would follow the law when it comes to using AI to do even more surveillance. Verge subscribers, don’t forget you get exclusive access to ad-free Decoder wherever you get your podcasts. Head here . Not a subscriber? You can sign up here . My guest today is Mike Masnick, the founder and CEO of Techdirt , the excellent and long-running tech policy website. Mike has been writing about government overreach, privacy in the digital age, and other related topics for decades now. He’s an expert on how the internet and the surveillance state have grown up in interconnected ways. You see, there’s what the law says the government can do when it comes to surveiling us, and then what the government wants to do. And most importantly, there’s what the government says the law says it can do, which is often exactly the opposite of what any normal person simply reading the law would think . You’ll hear Mike explain in great detail here in this episode that we cannot — and should ...

Former Microsoft and Cisco Chief Security and Risk Officer Joins as Living Security Prepares to Launch Its Most Comprehensive Platform Yet, Extending HRM to Secure a Hybrid Workforce of Humans and AI Agents AUSTIN, TX / ACCESS Newswire / March 12, 2026 / Living Security, the global leader in Human Risk Management (HRM), today announced that Edna Conway has joined as Executive Advisor. Conway has built and led security programs at global scale, having served as as Chief Security and Risk Officer for Microsoft Azure Infrastructure and Chief Security Officer for Cisco's Global Value Chain. Her appointment comes as Living Security prepares to launch its most significant platform release to date, extending AI-native Human Risk Management to address the emerging challenge of securing a hybrid workforce of humans and AI agents. The announcement follows Living Security's recent market momentum and the release of its HRM Purchasing Toolkit , highlighting accelerating enterprise adoption and growing maturity in the Human Risk Management category. The upcoming platform launch will introduce initial AI Agent visibility, including insight into how agents influence employee risk. This marks the company's formal expansion of AI-native HRM to address the security challenges of a hybrid workforce where humans and AI agents operate side by side. "Organizations that transform swiftly, moving from detection-based to prediction-based approaches and from training-centric to risk-centric models, will thrive securely in the next decade of AI empowered business." - Edna Conway, Advisory Board Member, Living Security The AI-Native Inflection Point Five years ago, Living Security pioneered Human Risk Management, moving the industry beyond compliance-driven security awareness training toward actually measuring and managing human risk . Today, that category is reaching a new threshold. The convergence of generative AI, increasingly sophisticated threat actors, and the rapid proliferation of AI ...

Co-Founder of LexData Labs and former CEO of Security Innovation joins AI-driven exposure management platform as Advisor PLANO, Texas, March 12, 2026 /PRNewswire/ -- Strobes Security, a US-based AI-driven exposure management company, today announced that Ed Adams has joined as a Strategic Advisor. Mr. Adams spent more than 20 years as CEO of Security Innovation, building it into a global software security firm serving enterprise clients across industries. He successfully spun off 3 companies from Security Innovation, selling to Raytheon, Qualcomm, and Bureau Veritas, respectively. He is both Co-Founder and Board Member of LexData Labs, a continuous AI operations platform for visual intelligence, and CMD+CTRL Security, a SaaS training company for secure software development. As a Research Fellow at Ponemon Institute and a Privacy by Design Ambassador for the Information and Privacy Commissioner of Canada, Adams brings a practitioner-first perspective on enterprise security adoption. He authored the Amazon bestselling See Yourself in Cyber, co-authored The Cyber Elephant in the Boardroom, and has addressed tens of thousands of security professionals at RSA Conference, InfoSec World, and PCI Community Meetings around the world. "Enterprise security teams are under more pressure than ever with more tools, more alerts, and less clarity on what actually needs to be fixed. Strobes is solving exactly that problem with a platform built for how security teams actually work. Ed has built and scaled a cybersecurity company all the way to a successful acquisition, and experience and judgment are invaluable as we grow Strobes and deepen our US presence." - Venu Rao, CEO and Co-Founder, Strobes Security Adams' advisory role will focus on enterprise go-to-market strategy, channel partner development, and market expansion as Strobes deepens its footprint across the US. Having spent more than two decades working directly with enterprise security buyers and leading his own companies t...

Major earnings expected after the bell on Thursday include: Adobe ( ADBE ) Wheaton Precious Metals Corp. ( WPM ) SentinelOne ( S ) Inovio Pharmaceuticals ( INO ) Ulta Beauty ( ULTA ) Other Earnings slated for release after Thursday's close include: ALLO , AVO , CAPR , CRVS , CVGW , EGY , EVEX , FNKO , GDOT , HCAT , HNRG , INVE , KODK , LEN , LOCO , LPSN , LQMT , MAPS , MNR , MUX , NKTR , PD , PXLW , RBRK , RWAY , SACH , SKIN , SRFM , TBCH , TSNDF , TTAN , VERI , VUZI , VXRT , ZDGE , ZUMZ For Seeking Alpha's full earnings season calendar, click here .

"Please, Please, Please": Denmark's Energy Minister Begs Citizens To Stop Driving As Global Energy Shock Spreads Iran launched another round of overnight strikes on tankers and Gulf energy infrastructure, sending Brent crude back above $101/bbl and sparking fears that chaos in the Middle East has triggered what the IEA warned could be the largest-ever supply disruption in the history of the global oil market. " The war in the Middle East is creating the largest supply disruption in the history of the global oil market ," the IEA said on Wednesday. With the record release of SPRs by IEA members announced on Wednesday, failing to halt Brent from re-entering triple-digit territory, Denmark's energy minister issued a dire warning to citizens across the Scandinavian country, urging them to immediately conserve fuel and electricity. " What the Danes should please, please, please do is, if there is any energy consumption that you can do without—if it is not strictly necessary to drive the car—then don't do it ," Lars Aagaard, Denmark's minister for climate, energy, and utilities, told local broadcaster DR in an interview earlier today, quoted by CNBC . Aagaard said energy shock has driven the country to rely on its oil reserves amid "towering oil prices," with no end to the conflict in sight. We detailed the overnight chaos across the Gulf region in our geopolitical wrap titled, "Sixth Ship Struck: Oil Tops $100 As Tanker Attacks Escalate Hours After Trump's 'We Won.'" " Firstly, it can be felt in the private wallet, and secondly, it can help stretch our reserves so that they last longer ," Aagaard said. Related: These EM Countries Face Greatest Risk If Energy Shock Spreads Energy conservation warnings have also emerged in the U.K., Vietnam, and the Philippines as governments and industry groups try to curb fuel demand and protect domestic reserves to weather the energy crisis. Tyler Durden Thu, 03/12/2026 - 10:00

Brent crude oil is trading near $100 as the IEA says this is the largest supply disruption ever in the history of the global oil market. Bloomberg's Alaric Nightingale reports. (Source: Bloomberg)

jetcityimage Dollar General ( DG ) fell sharply in early trading on Thursday after the retailer's short-term and long-term guidance left investors and analysts underwhelmed. The stock had the biggest decline in the S&P 500 Index in the first half hour of trading. On the earnings conference call, management sounded cautious in light of the choppy consumer backdrop and sudden rise of gas prices in the U.S. The retailer set guidance for Q1 comparable sales in the low 2% range. Dollar General ( DG ) sees full-year revenue growth of +3.7% to +4.2% and full-year EPS of $7.10 to $7.35 (midpoint $7.225) vs. $7.25 consensus. On a long-term view, Dollar General ( DG ) sees ~2% annual new unit growth with capital expenditures around 3% of net sales. The store growth forecast was noted by analysts to be on the conservative side. Shares of Dollar General ( DG ) were down 7.9% at 9:55 a.m. Across the discounter sector, other names moving lower included BBB Foods ( TBBB ) -4.7%, Dollar Tree ( DLTR ) -3.7%, Target ( TGT ) -2.4%, PriceSmart ( PSMT ) -2.1%, and BJ's Wholesale ( BJ ) -1.1%. More on Dollar General Dollar General: A Secure Haven From Tariff Chaos Dollar General: An Unexpected Winner Amidst Tariff Drama... At Least For Now Dollar General Corp: Still Attractive At This Valuation Dollar General tops same-store sales expectations, sees margin improvement Dollar General GAAP EPS of $1.93 beats by $0.29, revenue of $10.9B beats by $80M

Image source: The Motley Fool. Mar. 12, 2026 at 8 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — John Duke Chief Financial Officer — Mark Frost Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $23.7 million, representing a 3% year-over-year decline and a 15% sequential increase from the prior quarter. -- $23.7 million, representing a 3% year-over-year decline and a 15% sequential increase from the prior quarter. Gross Margin -- 59.7%, up 260 basis points year over year, reaching the highest level in the past seven quarters. -- 59.7%, up 260 basis points year over year, reaching the highest level in the past seven quarters. Adjusted EBITDA -- $3.8 million, an increase of 27% year over year, supported by cost reductions in manufacturing and SG&A. -- $3.8 million, an increase of 27% year over year, supported by cost reductions in manufacturing and SG&A. Operating Income -- $1.7 million on a GAAP basis (up from flat last year) and $3.3 million adjusted (up from $2.5 million last year). -- $1.7 million on a GAAP basis (up from flat last year) and $3.3 million adjusted (up from $2.5 million last year). Net Loss per Share -- GAAP EPS of negative $0.06 compared to flat last year; adjusted EPS was flat compared to $0.06 last year. -- GAAP EPS of negative $0.06 compared to flat last year; adjusted EPS was flat compared to $0.06 last year. Full-year Revenue -- $86.6 million, an 8% decline primarily attributable to tariffs and delayed NIH funding. -- $86.6 million, an 8% decline primarily attributable to tariffs and delayed NIH funding. Full-year Adjusted EBITDA -- $8.1 million, up 12.5% year over year, attributed to cost controls and product mix improvement. -- $8.1 million, up 12.5% year over year, attributed to cost controls and product mix improvement. Backlog -- Highest level in more than two years at period end, with management highlighting sustained strength. -- Highest level in more than two years at period end, wi...

EU to soften gas authorisation rules to help secure LNG supplies, diplomats say Reuters

Top Analyst William Stein Weighs In on Nvidia Stock (NVDA) Ahead of ‘The Super Bowl of AI’ TipRanks

Image source: The Motley Fool. Thursday, March 12, 2026 at 8 a.m. ET Call participants Chairman and CEO — Jinbo Li Chief Financial Officer — Eric Zhou Vice President of Finance — Lee Li Investor Relations Manager — Luhan Tang Takeaways Total Revenue -- $143.3 million for the quarter, up 17% year over year, driven by growth in cloud computing and live streaming. -- $143.3 million for the quarter, up 17% year over year, driven by growth in cloud computing and live streaming. Subscription Revenue -- $42.1 million, increasing by 22.4% year over year, attributed to higher demand for premium services and expanded partnerships. -- $42.1 million, increasing by 22.4% year over year, attributed to higher demand for premium services and expanded partnerships. Cloud Computing Revenue -- $46.1 million, surging 102.7% year over year due to increased demand from major customers. -- $46.1 million, surging 102.7% year over year due to increased demand from major customers. Live Streaming and Other IVAS Revenue -- $55.1 million, representing 102.8% growth year over year, boosted by expansion in overseas audio live streaming and the Hupu acquisition's advertising contribution. -- $55.1 million, representing 102.8% growth year over year, boosted by expansion in overseas audio live streaming and the Hupu acquisition's advertising contribution. Gross Profit -- $61.7 million for the quarter, up 41.5% year over year, with a gross margin of 43% versus 51.7% last year, reflecting a shift toward lower-margin business lines. -- $61.7 million for the quarter, up 41.5% year over year, with a gross margin of 43% versus 51.7% last year, reflecting a shift toward lower-margin business lines. Operating Income -- $4.7 million, reversing from an operating loss of $20.5 million in the prior year quarter, primarily due to the absence of a prior goodwill impairment charge. -- $4.7 million, reversing from an operating loss of $20.5 million in the prior year quarter, primarily due to the absence of a prior...

格隆汇3月12日｜胜宏科技公告，公司于2026年3月12日召开第五届董事会第十三次会议，审议通过了《关于2026年度投资计划的议案》。2026年度，公司及子公司计划投资总额不超过人民币200亿元，其中固定资产投资计划不超过人民币180亿元，投资范围包括新厂房及工程建设、设备购置、自动化产线改造升级等投资事宜；股权投资投资计划不超过人民币20亿元，涉及投资主体包括公司及合并报表范围内的子公司。

Orient Overseas International Ltd . warned that the escalating conflict in the Middle East poses further uncertainty to the industry, after an array of geopolitical woes eroded last year’s earnings. “Geopolitical developments are occurring with increasing frequency, and where any single event may take effect instantly and create far‑reaching ripple impacts, it has become increasingly difficult to forecast market trends with precision,” the company said in a Thursday filing . The Hong Kong-listed liner saw 2025 net income decline 41% to $1.5 billion, slightly higher than estimates. That was weighed by tariff measures and trade tensions impacting the container shipping industry. Excess vessel capacity was also a concern last year, and while this is reemerging, the charter market remains “exceptionally tight” with vessels in extremely short supply, it said. The one year suspension on port fees imposed by the US on Chinese containers offered temporary relief, it said, though uncertainties on whether tariffs would be reinstated persisted.

Montreal, March 12, 2026 (GLOBE NEWSWIRE) -- MioCommerce , a leading all-in-one e-commerce platform for home and commercial services businesses, today announced the expansion of its Automation Suite, introducing a variety of integrated automations designed to help small and mid-sized home and commercial service businesses reduce operational costs, improve cash flow, and scale more efficiently. For many home and commercial service operators, growth has come with mounting administrative burden. Owners are frequently consumed by thousands of small but essential operational tasks that extend beyond the workday spending evenings and weekends managing collections, requesting customer feedback, and following up for reviews. These manual processes not only strain work-life balance but directly impact cash flow, online visibility, and long-term growth. As home and commercial service businesses face increasing labour shortages, rising overhead, and tighter margins, automation has become a critical driver of long-term success. Research indicates that organizations with well-developed AI initiatives achieve greater cost efficiencies than those with minimal adoption. Studies also show that companies allocating at least 20 per cent of their IT budgets to AI reduce process costs by roughly 17 per cent , while organizations investing less than 5 per cent tend to see only limited improvemets. Beyond cost savings, AI automation can also generate strong financial returns when implemented effectively. Industry analysis shows that many business process automation initiatives deliver returns of around 240 per cent within the first year, driven by reduced manual work, faster workflows, and improved operational efficiency. MioCommerce’s expanded Automation Suite directly addresses these daily operational pressures through AI-powered workflows built specifically for home and commercial service professionals. “Our customers don’t need more software. What they need is more time freed up, grea...

Tesla Inc. is ramping up production of its Cybercabs at the Giga Texas factory, aiming for a potential launch in April. Recent social media updates show over twelve Cybercabs being loaded for transport, with more than 30 observed at testing facilities. The company plans to produce hundreds of these vehicles weekly, although analysts caution that sales may take time to materialize. Log in to access the full 0 words article for free Sign up / Log in Due to copyright restrictions, please log in to view. Thank you for supporting legitimate content.

Olekcii Mach/iStock via Getty Images Summary For Pixelworks ( PXLW ), 2026 will be a transformational year. After closing the sale of its semiconductor subsidiary in January , the company is flush with cash while gaining real traction on its TrueCut Motion platform—a motion grading and delivery technology that enables filmmakers to preserve creative intent for motion across theaters, TVs, and streaming devices. This generates project fees plus recurring royalties from optimized content distribution, theatrical runs, premium home releases, and long-term streaming. In the related January press release, management suggests the TrueCut business may potentially be worth more than the recently sold subsidiary. The pro forma balance sheet was transformed by the Shanghai subsidiary sale in January Pixelworks heads into its March 12 earnings call as a structurally different company: a lean, IP‑driven licensing story with a suddenly fortified balance sheet, growing TrueCut Motion momentum, and a valuation that, in my view, looks like buying 10‑dollar bills for 6 dollars. The Shanghai semiconductor sale closed in January of this year for net proceeds of approximately $51 million; this exceeds the company's current market capitalization of around $38 million. Pixelworks now sits on a meaningfully stronger net cash position with a simplified business mix focused on high‑margin IP and licensing rather than capital-intensive chip operations. That incoming cash materially lifts cash per share and turns what had been a balance sheet overhang into a strategic asset, extending runway and giving management capital to deploy into TrueCut and other licensing opportunities instead of simply funding losses. The company also carries negligible financial debt, leaving investors with a strong cash balance and tangible downside support relative to the current market capitalization. On a conservative wind-down scenario view, shareholders could easily yield significantly more than the current ma...

LOS ANGELES, March 12, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm , a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Oracle Corporation (“Oracle” or “the Company”) (NYSE: ORCL) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company’s securities between June 12, 2025 and December 16, 2025, inclusive (the “Class Period”), are encouraged to contact the firm before April 6, 2026. If you are a shareholder who suffered a loss, click here to participate. We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com , or by email at bschall@schallfirm.com. The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member. According to the Complaint, the Company made false and misleading statements to the market. Oracle’s strategy to build AI infrastructure would require massive CapEx spending without near-term revenue growth. The Company’s CapEx spending increased risk related to its debt and credit rating, free cash flow, and ability to fund projects. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Oracle, investors suffered damages. Join the case to recover your losses. The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation. This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics. CONTACT: The Schal...

BOULDER, Colo., March 12, 2026 /PRNewswire/ -- StackHawk , the company re-imagining AppSec for the AI era, today announces the addition of Joe Sullivan to its board of directors. Sullivan, who served as Chief Security Officer at Meta, Uber, and Cloudflare during critical growth periods, is one of the most respected security luminaries in the technology industry. The appointment comes as StackHawk scales its go-to-market efforts, driven by customer demand for security testing that matches AI development velocity. StackHawk is reimagining AppSec for AI-driven development. (PRNewsfoto/StackHawk) "AI coding tools have created a complete paradigm shift in application security," said Sullivan. "They're generating applications faster than traditional security approaches were designed to handle, and simultaneously getting better at catching bugs in code itself. That means the job for security professionals shifts entirely to what happens when code runs. StackHawk is the only company I've seen that tests applications the way attackers exploit them: dynamically, in CI/CD, before production. That's the approach that makes sense in 2026." A recent survey from StackHawk shows 87% of organizations have already adopted AI coding assistants such as GitHub Copilot, Cursor, and Claude Code, driving code velocity up to 10x. Despite this seismic shift in code development, traditional security solutions haven't evolved to match AI development velocity. Static analysis floods teams with alerts that can't be triaged at AI development speed, while legacy DAST is too slow and rigid to run in modern development pipelines. The result: overwhelmed security teams with more exploitable vulnerabilities and business logic flaws making their way into production environments. "Joe works with just a select few companies at a time, only joining when he clearly sees where the industry should head," said Joni Klippert, CEO and co-founder of StackHawk. "His conviction in runtime testing validates what cu...