Ben-Schonewille/iStock via Getty Images Update Since My Prior Article In my Jan. 7, 2026, article comparing Smith Douglas Homes Corp. ( SDHC ) with Green Brick Partners, Inc. ( GRBK ), I rated Smith Douglas a cautious Buy, noting that while the company possessed an efficient operating model and strong revenue growth, its valuation appeared somewhat rich relative to Green Brick at the time. Since t...
Ben-Schonewille/iStock via Getty Images Update Since My Prior Article In my Jan. 7, 2026, article comparing Smith Douglas Homes Corp. ( SDHC ) with Green Brick Partners, Inc. ( GRBK ), I rated Smith Douglas a cautious Buy, noting that while the company possessed an efficient operating model and strong revenue growth, its valuation appeared somewhat rich relative to Green Brick at the time. Since then, the housing market has remained under pressure from elevated mortgage rates and persistent affordability challenges, and Smith Douglas’ most recent earnings call confirmed that the industry is currently operating in what management described as a “recessionary housing environment” that has lasted roughly 18 months. The company’s Q4 2025 earnings results (see the full transcript here ) reflected these headwinds. Smith Douglas delivered 780 homes in the fourth quarter, generating $260 million in revenue, but revenue declined 9% year-over-year. Gross margin fell to 19.9%, down from 25.5% in the same quarter of the prior year, primarily due to increased buyer incentives and closing cost assistance used to address affordability concerns. For the full year 2025, the company delivered a record 2,908 homes, representing a 1% increase in closings, while revenue remained essentially flat at $971 million. However, profitability declined meaningfully as incentives increased: pretax income fell from $116.9 million in 2024 to $70.9 million in 2025, and adjusted net income declined from $88.1 million to $53.5 million. Management made it clear that the margin pressure is largely the result of a deliberate strategy to prioritize “pace over price,” meaning the company is willing to accept lower margins to maintain sales velocity and keep its production engine running. Despite the challenging environment, several operational metrics remain mildly encouraging. Net new home orders increased 3% year-over-year to 2,726 homes, and the company’s active community count expanded 28% to 100 commu...
Investing.com -- Companies capable of building and integrating the full AI stack — chips, cloud infrastructure, models and applications — are best positioned to capture long-term value from the technology, according to Morgan Stanley. “Ownership of the full AI stack — chips, cloud infrastructure, models, and applications — will differentiate long-term AI winners from laggards,” the bank’s analysts...
Investing.com -- Companies capable of building and integrating the full AI stack — chips, cloud infrastructure, models and applications — are best positioned to capture long-term value from the technology, according to Morgan Stanley. “Ownership of the full AI stack — chips, cloud infrastructure, models, and applications — will differentiate long-term AI winners from laggards,” the bank’s analysts said in a note. On that basis, the Wall Street firm said Alibaba (NYSE:BABA) stands out among China’s large internet platforms. The analysts see the tech giant as “a global AI winner,” citing its in-house semiconductor development, large cloud infrastructure and expanding ecosystem of AI models and applications. As such, they upgraded Alibaba to their top pick, replacing Tencent, despite near-term pressure on earnings. The company’s chip unit T-Head is a central pillar of that strategy. Developing proprietary AI chips allows internet platforms to reduce reliance on third-party suppliers, optimize hardware for specific workloads and improve cost efficiency, particularly in an inference-heavy AI market such as China. According to Morgan Stanley, in-house chips can also help companies expand computing capacity during demand spikes, reduce exposure to export restrictions and lower regulatory risk by aligning with national priorities around technological self-sufficiency. Alibaba combines those chips with its cloud infrastructure through AliCloud, a platform that integrates semiconductor development, large-scale cloud infrastructure, foundation models such as the Qwen family and application-layer services across the company’s ecosystem. “Alibaba stands out for its in-house chips (T-Head), cloud infra (AliCloud), SOTA open-weight models (Qwen), and consumption centric applications (Qwen apps),” the analysts wrote. They believe this vertical integration “enables Alibaba to optimize the entire AI value chain and monetize AI across both infrastructure and applications.” Morgan Stan...
Sixth Ship Struck: Oil Tops $100 As Tanker Attacks Escalate Hours After Trump's "We Won" Summary Shipping turmoil escalates as multiple vessels (at least six) struck overnight Brent crude oil prices top $100 Dubai suffers significant drone attacks Northern Israel hammered by Hezbollah , "largest wave" of missiles since war began IDF says it struck key Iranian nuclear development site US Intel asse...
Sixth Ship Struck: Oil Tops $100 As Tanker Attacks Escalate Hours After Trump's "We Won" Summary Shipping turmoil escalates as multiple vessels (at least six) struck overnight Brent crude oil prices top $100 Dubai suffers significant drone attacks Northern Israel hammered by Hezbollah , "largest wave" of missiles since war began IDF says it struck key Iranian nuclear development site US Intel assesses Iranian regime remains intact Oman port operations halted Trump proclaims "we won" * * * Brent crude futures in Asian trading jumped above $101/bbl overnight, despite news of a planned record emergency SPR release by the International Energy Agency's 32 member countries, in an effort aimed at capping triple-digit oil prices. Today's focus is on reports that IRGC forces struck two foreign oil tankers in the Gulf area, bringing the total to six vessels hit over the past 24 hours. Iranian kamikaze drones also struck an energy export hub in Oman, while IRGC naval mine threats in the Strait of Hormuz soared by midweek. The Wall Street Journal reported that two oil tankers were struck in Iraqi waters. The U.K. maritime security agency UKMTO also said a containership was hit off the coast of Dubai, adding to earlier reports that three cargo vessels were struck around the Strait of Hormuz area. Also worth recalling is the dramatic video from yesterday showing an IRGC drone slamming into a critical tank farm in Oman. Video footage from the deck of a Chinese cargo ship which allegedly shows the moment an Iranian one-way attack drone, a Shahed-136, struck an oil tank earlier today at the MINA Petroleum Facility on the Port of Salalh in Oman. pic.twitter.com/45KGfrjYak — OSINTdefender (@sentdefender) March 11, 2026 The market reaction to the overnight hostilities, as Operation Epic Fury rages on this week and IRGC forces lob missiles and bombs at Gulf states, was a surge in Brent crude futures to the $101 handle. Goldman's Rich Privorotsky on the overnight energy market moves: A s...
(RTTNews) - Dollar General Corporation (DG) said, for fiscal 2026, it expects: net sales growth in the range of approximately 3.7% to 4.2%; same-store sales growth in the range of approximately 2.2% to 2.7%; and EPS in the range of approximately $7.10 to $7.35. The company reiterated plans to execute approximately 4,730 real estate projects in fiscal 2026. The financial guidance assumes no share r...
(RTTNews) - Dollar General Corporation (DG) said, for fiscal 2026, it expects: net sales growth in the range of approximately 3.7% to 4.2%; same-store sales growth in the range of approximately 2.2% to 2.7%; and EPS in the range of approximately $7.10 to $7.35. The company reiterated plans to execute approximately 4,730 real estate projects in fiscal 2026. The financial guidance assumes no share repurchases in fiscal 2026. Fourth quarter net income was $426.3 million, an increase of 122.9% compared to $191.2 million, last year. EPS increased 121.8% to $1.93 from $0.87. Net sales increased 5.9% to $10.9 billion in the fourth quarter compared to $10.3 billion, a year ago. Same-store sales increased 4.3%. On March 11, 2026, the Board declared a quarterly cash dividend of $0.59 per share on common stock, payable on or before April 21, 2026 to shareholders of record on April 7, 2026. In pre-market trading on NYSE, Dollar General shares are down 3.54 percent to $139.75. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
This article first appeared on GuruFocus. Advanced Micro Devices (NASDAQ:AMD) stock climbed about 1% Wednesday as CEO Lisa Su prepares for her first visit to South Korea to meet with Samsung (SSNLF) and Naver (NHNCF). Su is scheduled to begin her trip on March 18, meeting the CEOs of both companies to discuss strategic collaborations. A central focus will be expanding partnerships with Samsung to ...
This article first appeared on GuruFocus. Advanced Micro Devices (NASDAQ:AMD) stock climbed about 1% Wednesday as CEO Lisa Su prepares for her first visit to South Korea to meet with Samsung (SSNLF) and Naver (NHNCF). Su is scheduled to begin her trip on March 18, meeting the CEOs of both companies to discuss strategic collaborations. A central focus will be expanding partnerships with Samsung to secure additional memory for AMD's AI graphics processing units, a key component as global demand for AI GPUs continues to strain supply chains. AMD also plans to explore opportunities with Naver to reduce the company's reliance on Nvidia (NASDAQ:NVDA) for AI data center infrastructure. The discussions could potentially allow AMD to capture a larger share of the AI data center market if Naver shifts its platform. Shares have recovered some ground after falling 3.6% year-to-date, and remain up about 102% over the past 12 months. Analysts maintain an Outperform consensus, with an average price target of $282, implying nearly 38% upside.
Idaho Strategic Resources ( IDR ) has executed a long-term lease agreement for the Niagara copper-silver (Cu-Ag) project located in Shoshone County, Idaho , within the company’s district-scale Murray Gold Belt (MGB) landholdings. The Niagara project hosts a historic resource estimate reported to include approximately 150 million pounds (lbs) of copper and 8 million ounces (oz) of silver. The terms...
Idaho Strategic Resources ( IDR ) has executed a long-term lease agreement for the Niagara copper-silver (Cu-Ag) project located in Shoshone County, Idaho , within the company’s district-scale Murray Gold Belt (MGB) landholdings. The Niagara project hosts a historic resource estimate reported to include approximately 150 million pounds (lbs) of copper and 8 million ounces (oz) of silver. The terms of the lease begin with a modest $18,000 annual payment that increases at a rate of 3% per year for an initial term of 10 years. Idaho Strategic has the ability to extend the lease for an additional 10 years with follow-on extensions available after that, the company said . The company also agreed to grant the lessor a 2% net smelter royalty (NSR) on all minerals produced from the nine claims under lease, with the right to buy back 1% of the NSR for $1,000,000 at any time during the lease term. Idaho Strategic currently holds all adjacent unpatented mineral claims. The resource estimate reported for the Niagara deposit is considered historic. More on Idaho Strategic Resources Idaho Strategic Resources: Growth Has Its Time, The Best Is Yet To Come Idaho Strategic Resources: Solid Gold Base, Speculative Strategic Upside Idaho Strategic Resources: Maintaining Hold Rating As Company Sets Historic 2026 Production Targets Seeking Alpha’s Quant Rating on Idaho Strategic Resources Historical earnings data for Idaho Strategic Resources
pcess609/iStock via Getty Images LiveRamp ( RAMP ) recently announced that it is going to integrate Agentic AI into its infrastructure. Agents can take independent decisions and even negotiate on behalf of marketers. The company launched two primary agents, SemantIQ , which targets healthcare and life science sectors, as it helps them to build audiences from RAMP's Clean Room. The other agent is N...
pcess609/iStock via Getty Images LiveRamp ( RAMP ) recently announced that it is going to integrate Agentic AI into its infrastructure. Agents can take independent decisions and even negotiate on behalf of marketers. The company launched two primary agents, SemantIQ , which targets healthcare and life science sectors, as it helps them to build audiences from RAMP's Clean Room. The other agent is Newton Research , which provides real-time analysis of advertising campaigns through different channels, such as digital platforms or even televisions, via simple commands in English. (RAMP) Q3 2026 Earnings Call The company also announced a strategic partnership with Scowtt, which owns strong predictive AI models; therefore, when RAMP combines these models with its infrastructure and analyzes customer interactions, it will be able to send predictive signals to advertising platforms such as Meta and Google within minutes of customer interaction. This will allow these platforms to adjust bidding based on customer value or their likelihood to complete the transaction. This process achieves return on advertising spend (ROAS) exceeding 40% for clients, which is an exceptional figure in the advertising sector. LiveRamp Press Release Competitive Moat Digital marketing relied primarily on third-party cookies that were planted on the user's browser by the sites they visited, enabling trackers to monitor users activity on the internet and collect this information in order to sell it to advertisers. However, with the rise of privacy concerns, governments started to issue strict laws protecting personal privacy, such as GDPR and CCPA, which made the old tracking method very risky and subject to hefty fines. Moreover, big tech like Google and Amazon resorted to building walls around their users data and don't share with third parties. LiveRamp plays the neutral intermediary between the competing parties, as it encrypts the real data, such as name and phone number, using its RampID, allo...
Meta Platforms (META), Alphabet's (GOOG, GOOGL) YouTube, Snap (SNAP) and TikTok are being urged by B Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Meta Platforms (META), Alphabet's (GOOG, GOOGL) YouTube, Snap (SNAP) and TikTok are being urged by B Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
(RTTNews) - Chicago Atlantic Real Estate Finance, Inc. (REFI) revealed a profit for fourth quarter of $8.15 million The company's bottom line totaled $8.15 million, or $0.38 per share. This compares with $7.91 million, or $0.39 per share, last year. The company's revenue for the period rose 1.2% to $14.23 million from $14.06 million last year. Chicago Atlantic Real Estate Finance, Inc. earnings at...
(RTTNews) - Chicago Atlantic Real Estate Finance, Inc. (REFI) revealed a profit for fourth quarter of $8.15 million The company's bottom line totaled $8.15 million, or $0.38 per share. This compares with $7.91 million, or $0.39 per share, last year. The company's revenue for the period rose 1.2% to $14.23 million from $14.06 million last year. Chicago Atlantic Real Estate Finance, Inc. earnings at a glance (GAAP) : -Earnings: $8.15 Mln. vs. $7.91 Mln. last year. -EPS: $0.38 vs. $0.39 last year. -Revenue: $14.23 Mln vs. $14.06 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Most broad market ETFs hand the biggest stocks the biggest votes. That means a standard S&P 500 fund today puts a disproportionate slice of your portfolio into a handful of mega-cap tech names, whether you want that concentration or not. For retirees who want genuine exposure to the US economy without betting the portfolio on ... EUSA Is Beating SPY in 2026 While Retirees Rethink Mega-Cap Concentr...
Most broad market ETFs hand the biggest stocks the biggest votes. That means a standard S&P 500 fund today puts a disproportionate slice of your portfolio into a handful of mega-cap tech names, whether you want that concentration or not. For retirees who want genuine exposure to the US economy without betting the portfolio on ... EUSA Is Beating SPY in 2026 While Retirees Rethink Mega-Cap Concentration
This article first appeared on GuruFocus. Intel (INTC, Financials) is in more legal difficulty after a shareholder sued the corporation for giving the U.S. government a 10% stock holding.In Delaware's Court of Chancery, the complaint says that the agreement that has caused so much trouble may not have been undertaken with shareholders' best interests in mind. The Financial Times says that the laws...
This article first appeared on GuruFocus. Intel (INTC, Financials) is in more legal difficulty after a shareholder sued the corporation for giving the U.S. government a 10% stock holding.In Delaware's Court of Chancery, the complaint says that the agreement that has caused so much trouble may not have been undertaken with shareholders' best interests in mind. The Financial Times says that the lawsuit says Intel's officials consented to the deal in order to avoid political pressure from the Trump administration.From the point of view of shareholders, the action might have made current shares less valuable while providing the government a large stake in the firm. The complaint asks if Intel's board properly considered how the deal would affect investors before giving it the green light.Intel is already under a lot of pressure to go back on top in the global semiconductor competition, so this fight comes at a bad moment. Governments all across the globe, but mainly the US, have been working to make domestic chip manufacture stronger for reasons of national security and supply chain.Intel might get more money and political backing for its manufacturing plans if it works closely with Washington. But the case shows how hard it is for the government to work with private stockholders.
Jack Dorsey just cut Block (NYSE:XYZ) nearly in half. And he thinks you’re next. On February 26, 2026, Dorsey announced Block would reduce its workforce from over 10,000 employees to just under 6,000, a cut of more than 40%. The rationale wasn’t financial distress. Block had just delivered Q4 gross profit of $2.87 billion, up ... Dorsey predicts mass AI-driven layoffs across tech industry
Jack Dorsey just cut Block (NYSE:XYZ) nearly in half. And he thinks you’re next. On February 26, 2026, Dorsey announced Block would reduce its workforce from over 10,000 employees to just under 6,000, a cut of more than 40%. The rationale wasn’t financial distress. Block had just delivered Q4 gross profit of $2.87 billion, up ... Dorsey predicts mass AI-driven layoffs across tech industry
Alliance Laundry Holdings Inc. press release ( ALH ): Q4 Non-GAAP EPS of $0.24 beats by $0.01 . Revenue of $434.87M (+10.1% Y/Y) beats by $14.97M . Introduces 2026 annual guidance: revenue growth of +5 to 7%, Adjusted EBITDA growth of +6 to 8%, continued margin expansion and deleveraging to the low 2x range Net Leverage. The Company is introducing its first full-year annual guidance. In 2026, Alli...
Alliance Laundry Holdings Inc. press release ( ALH ): Q4 Non-GAAP EPS of $0.24 beats by $0.01 . Revenue of $434.87M (+10.1% Y/Y) beats by $14.97M . Introduces 2026 annual guidance: revenue growth of +5 to 7%, Adjusted EBITDA growth of +6 to 8%, continued margin expansion and deleveraging to the low 2x range Net Leverage. The Company is introducing its first full-year annual guidance. In 2026, Alliance expects: 2026 Guidance Revenue Growth +5% to 7% vs. estimated growth of 6.12% Y/Y Adjusted EBITDA Growth +6% to 8% Net Leverage Low 2x by end of year Capex (% of Revenue) ~3% Effective Tax Rate ~23.5% Interest Expense ~$85 million Diluted Share Count ~205 million Click to enlarge More on Alliance Laundry Holdings Inc. Alliance Laundry Holdings: A Fascinating Business That's Fairly Valued Historical earnings data for Alliance Laundry Holdings Inc. Financial information for Alliance Laundry Holdings Inc.
Senior officials at Thyssenkrupp AG are increasingly doubtful that a potential deal to sell the company’s steel division to India’s Jindal Steel International can be agreed, people familiar with the matter said. Talks with Jindal are wavering on several important issues, including how much funding the Indian group would be able to provide to support Thyssenkrupp Steel Europe through a prolonged do...
Senior officials at Thyssenkrupp AG are increasingly doubtful that a potential deal to sell the company’s steel division to India’s Jindal Steel International can be agreed, people familiar with the matter said. Talks with Jindal are wavering on several important issues, including how much funding the Indian group would be able to provide to support Thyssenkrupp Steel Europe through a prolonged downturn in Europe’s steel market, according to the people. There have also been disagreements over how much cash Thyssenkrupp itself would need to inject into TKSE before handing control to a new owner, the people said, asking not to be identified because the information is confidential. Thyssenkrupp could have to commit at least €2 billion ($2.3 billion) over a period of time to make a deal work, the people said. Thyssenkrupp shares were trading 4.6% lower at 1:34 p.m. in Frankfurt Thursday, giving the company a market value of about €5.4 billion. Jindal announced in September that it was entering discussions about acquiring the TKSE business. The Indian company said at the time that it was committed to a future of green steel production in Germany and Europe. TKSE has been seeking billions of euros in subsidies from the German government to help fund a raft of decarbonization measures, but uncertainty around approvals for this state aid are also complicating negotiations, the people said. Discussions are ongoing and no final decisions have been taken, according to the people. Thyssenkrupp and Jindal could still find a path to a deal, they said. A spokesperson for Thyssenkrupp said talks with Jindal were continuing, declining to comment further. A representative for Jindal declined to comment. The complex negotiations underscore the scale of the challenge facing Thyssenkrupp Chief Executive Officer Miguel Ángel López Borrego as he seeks to break up the sprawling conglomerate. Offloading or spinning off the loss-making steel unit has long been viewed internally as the most d...
Jim Cramer asked the question on air that a lot of investors are quietly thinking: “If you can have AI agents that can make an employee ten times as productive, then why do you need 78,000 people?” He was talking about Meta Platforms (NASDAQ:META), but the logic extends well beyond Zuckerberg’s empire. And the investment ... Cramer: Why does Meta need 78,000 employees if AI makes them 10x more pro...
Jim Cramer asked the question on air that a lot of investors are quietly thinking: “If you can have AI agents that can make an employee ten times as productive, then why do you need 78,000 people?” He was talking about Meta Platforms (NASDAQ:META), but the logic extends well beyond Zuckerberg’s empire. And the investment ... Cramer: Why does Meta need 78,000 employees if AI makes them 10x more productive?
Magnolia Capital Advisors LLC reduced its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 34.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 9,445 shares of the semiconductor manufacturer's stock after selling 4,997 shares during the period. Magnolia Capital Advisors LLC's holdings in Broadcom were wort...
Magnolia Capital Advisors LLC reduced its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 34.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 9,445 shares of the semiconductor manufacturer's stock after selling 4,997 shares during the period. Magnolia Capital Advisors LLC's holdings in Broadcom were worth $3,116,000 at the end of the most recent quarter. Other large investors also recently bought and sold shares of the company. Tortoise Investment Management LLC boosted its stake in Broadcom by 4.0% during the third quarter. Tortoise Investment Management LLC now owns 1,627 shares of the semiconductor manufacturer's stock worth $537,000 after buying an additional 62 shares during the period. Hobbs Group Advisors LLC raised its stake in shares of Broadcom by 4.3% in the 3rd quarter. Hobbs Group Advisors LLC now owns 1,156 shares of the semiconductor manufacturer's stock valued at $381,000 after acquiring an additional 48 shares during the period. Elevatus Welath Management raised its stake in shares of Broadcom by 6.8% in the 3rd quarter. Elevatus Welath Management now owns 8,391 shares of the semiconductor manufacturer's stock valued at $2,768,000 after acquiring an additional 535 shares during the period. SevenBridge Financial Group LLC lifted its holdings in shares of Broadcom by 0.3% in the 3rd quarter. SevenBridge Financial Group LLC now owns 14,454 shares of the semiconductor manufacturer's stock worth $5,134,000 after acquiring an additional 50 shares during the last quarter. Finally, Connor Clark & Lunn Investment Management Ltd. lifted its holdings in shares of Broadcom by 30.4% in the 3rd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 486,748 shares of the semiconductor manufacturer's stock worth $160,583,000 after acquiring an additional 113,573 shares during the last quarter. Institutional investors and hedge funds own 76.43% of the company's s...