Tesla: Finally Some Good News (NASDAQ:TSLA) Seeking Alpha

00:00 Speaker A People have been asking for it for years and Apple has finally done it. They have a MacBook for everyone. This is their newest, the MacBook Neo, and it's $5.99, powered by Apple's A18 Pro processor. Now, that might sound familiar if you've been following Apple for a while because it's the same chip that's found in the iPhone 16 Pro and Pro Max. That's right. This is running on an iPhone chip. It also has 256 GB of storage. You can upgrade that for an extra 100 bucks. You would also 00:27 Speaker A if you did that upgrade, get a Touch ID sensor on here. This is a great option. We have on the side, purposefully, a headphone jack. Apple said that they did that because this is meant for classroom use as well. And so a lot of schools use wired headphone jacks because, I mean, let's face it, they're less expensive than a pair of AirPods. There's also two USB C ports on the side. Uh one allows you to output to another display so that you can, you know, view more content, things like that. Uh 00:52 Speaker A Overall, I mean, for $5.99, you're getting an incredibly well-built device. Usually in this price range, anything is going to feel relatively chinsy, kind of cheap. This, not so much, it feels great. They didn't just launch that though. They also have a new MacBook Air. This is $10.99 and it's generally the same kind of layout that we saw in the prior uh MacBook Air. This is the 15-inch, but this time it's running Apple's M5 Pro processor. That's its most recent uh uh in-house chip. It comes with 01:21 Speaker A 512 GB of storage. That's an upgrade, uh which is kind of how you can it to say that it's really not a price increase from the 9.99 last year. Overall, it's still the same great MacBook Air that you would expect. You have the ports over here, obviously, as well as a MagSafe charger. Uh over here, you have Touch ID as well for logging in, great keyboard, uh great touchpad and up to about 18 hours of battery life, Apple is saying. So, it's going to...

Rush Island Management initiated a new position in Americold Realty Trust (COLD 2.11%), acquiring 2,928,659 shares worth $37.66 million in the fourth quarter, according to a February 17, 2026, SEC filing. What happened According to an SEC filing dated February 17, 2026, Rush Island Management disclosed a new stake in Americold Realty Trust (COLD 2.11%), acquiring 2,928,659 shares during the fourth quarter of 2025. The quarter-end value of this holding also stood at $37.66 million, reflecting both the share acquisition and stock price movement over the period. What else to know This was a new position for the fund, representing 2.35% of its $1.60 billion in 13F reportable assets under management as of December 31, 2025. Top holdings after the filing: NASDAQ:SBAC: $227.78 million (14.2% of AUM) NYSE:ESS: $166.75 million (10.4% of AUM) NYSE:HR: $152.68 million (9.5% of AUM) NYSE:NNN: $151.91 million (9.5% of AUM) NYSE:UDR: $130.81 million (8.2% of AUM) As of February 17, 2026, shares were priced at $12.32, down roughly 40% over the past year and well underperforming the S&P 500’s roughly 20% gain in the same period. Company overview Metric Value Price (as of market close 2026-02-17) $12.32 Market Capitalization $3.51 billion Revenue (TTM) $2.61 billion Dividend Yield 7.5% Company snapshot Americold Realty Trust operates temperature-controlled warehouses, providing refrigerated storage and logistics solutions for food producers, processors, distributors, and retailers. The company owns and operates a global network of temperature-controlled facilities used for storage and logistics in the food supply chain. Americold's primary customers include food manufacturers, processors, distributors, and major grocery retailers requiring reliable cold storage and supply chain support. Americold Realty Trust, Inc. is the world's largest publicly traded REIT specializing in temperature-controlled warehousing, with a portfolio of facilities and refrigerated storage across multiple co...

Tramino/iStock Unreleased via Getty Images Rheinmetall’s ( RNMBF ) ( RNMBY ) ( RHM:CA ) plan to acquire Iveco’s ( IVCGF ) military truck business is running behind schedule, according to the German defense contractor’s chief executive. Speaking during an analyst call Wednesday, CEO Armin Papperger said delays tied to an earlier transaction between Iveco ( IVCGF ) and Italy’s Leonardo ( FINMF ) ( FINMY ) have pushed back Rheinmetall’s expected timeline. He also said Rheinmetall remains in regular contact with Leonardo and discusses the issue on a weekly basis. The situation stems from a broader reshuffling of Iveco’s defense assets. Leonardo, which is partly owned by the Italian government, agreed last year to purchase Iveco’s IDV defense division. That transaction is a key step in a larger plan that would allow India’s Tata Motors to acquire the remainder of Iveco in a deal valued at about €3.8 billion ($4.4 billion). Leonardo chief executive Roberto Cingolani said in February that the company still expected to finalize the Iveco defense purchase in the first quarter of 2026. Rheinmetall had anticipated that Leonardo would transfer the military truck business by the end of March, according to a company spokesperson. But because Leonardo has not yet completed its agreement with Iveco, talks with Rheinmetall cannot formally move forward. More on Rheinmetall AG, Leonardo S.p.a., etc. Leonardo S.p.a. (FINMY) Q4 2025 Earnings Call Transcript Leonardo S.p.a. 2025 Q4 - Results - Earnings Call Presentation Iveco Group N.V. 2025 Q4 - Results - Earnings Call Presentation European space merger plan faces pushback from smaller satellite makers U.K. nears decision on $1.4B Leonardo helicopter contract

In this video, I will cover Amazon (NASDAQ: AMZN) and the sudden reversal in some software stocks. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of March. 6, 2026. The video was published on March. 9, 2026. Continue reading

Navigator Holdings press release ( NVGS ): Q4 Non-GAAP EPS of $0.32 misses by $0.08 . Revenue of $152.8M (+6.1% Y/Y) beats by $16.65M . Net income attributable to stockholders of the Company was $18.5 million for the three months ended December 31, 2025, compared to $21.6 million for the three months ended December 31, 2024. EBITDA 1 was $70.9 million for the three months ended December 31, 2025, compared to $68.0 million for the three months ended December 31, 2024. Adjusted EBITDA 1 was $73.4 million for the three months ended December 31, 2025, compared to $73.4 million for the three months ended December 31, 2024. More on Navigator Holdings Navigator Holdings Ltd. (NVGS) Presents at Capital Link's 2026 Virtual Corporate Presentation Series - Slideshow Navigator Holdings Q4 2025 Earnings Preview Navigator Gas signs $133.7M secured term loan for financing two newbuild vessels Seeking Alpha’s Quant Rating on Navigator Holdings Historical earnings data for Navigator Holdings

3月12日热门中概股涨跌不一， 纳斯达克 中国金龙指数（HXC）收跌0.77%。 上涨股当中（按市值从高到低）， 台积电 涨2.10%， 日月光半导体 涨0.92%， 京东 涨1.37%， 联电 涨2.43%， 贝壳 涨1.70%， 中通 涨1.18%， 理想 汽车涨2.98%，小鹏汽车涨2.23%，中国新城农村涨4.88%， 新东方 涨1.36%，WSP控股涨1.03%，拓臻生物涨3.29%， 慧荣科技 涨0.70%， 华视 传媒 涨0.62%，欢聚涨2.26%。 下跌股当中（按市值从高到低）， 阿里 巴巴 跌0.42%， 拼多多 跌1.83%， 网易 跌2.11%， 百度 跌0.28%，携程跌2.03%， 中华电信 跌0.60%， 腾讯音乐 跌4.44%， 富途 控股跌0.61%， 华住酒店集团 跌1.29%， 蔚来 跌3.86%， 哔哩哔哩 跌3.99%，满帮跌1.51%，万国数据跌0.41%， 唯品会 跌3.05%，BOSS直聘跌4.32%，小马智行跌2.71%，亚朵集团跌0.36%， 金山云 跌3.97%， 世纪互联 跌0.71%，微牛跌0.36%。 美股周三收盘涨跌不一，道指收跌近300点。市场继续关注美以伊战争局势发展、油价走势。伊朗无人机袭击阿曼最大石油储存设施，使投资者担忧战事扩大并演变成一场扰乱全球石油供应的全面对抗。 道指跌289.24点，跌幅为0.61%，报47417.27点；纳指涨19.03点，涨幅为0.08%，报22716.13点；标普500指数跌5.68点，跌幅为0.08%，报6775.80点。 领涨中概股列表： 领跌中概股列表： （截图来自新浪财经APP 行情-美股-中概股热门板块）下载新浪财经APP 责任编辑：张俊 SF065

AltStore PAL, an alternative app store for iOS, made possible by new regulations in markets like the EU and Japan, is integrating with the open social web. The company on Wednesday announced support for the fediverse, the open social web that runs on ActivityPub, which underpins apps like Mastodon, Flipboard, PeerTube, Threads, and others. Known broadly as the “fediverse,” users on the open social web join independent servers that interoperate with one another, or “federate,” allowing people to communicate, view, and respond to posts with those on other social platforms. With AltStore PAL’s launch of its own Mastodon server, it’s becoming the first federated app marketplace. Image Credits:AltStore PAL The company intends to use its server to give app developers a way to communicate about their apps’ news, updates, and alerts. Because these posts are federated, they can be seen, liked, and interacted with by users across the open social web, including Mastodon, Instagram’s Threads, and even Bluesky — assuming the Bluesky users have bridged their accounts to make them accessible to those in the fediverse. “So that means, like, if you have a Mastodon account or Threads account, you could follow these accounts. You could follow the source from our Mastodon server, and then, in your timeline, you would see when there was an app update,” AltStore PAL co-founder Riley Testut told TechCrunch last fall, when the company was teasing its plans and announcing its $6 million Series A. The interactions on these posts will also be shown on the AltStore PAL app itself, as people can sign in with their Mastodon or Bluesky accounts to like the apps, the app updates, and the news alerts within the app marketplace. Image Credits:AltStore PAL At launch, a handful of apps are already participating, including Loops, a federated short-form video app; PeerTube, a federated app similar to YouTube; and iPhanpy, a Mastodon client built by indie developer Matt Fantinel. Some larger apps are pla...

Seeking Alpha More on UiPath UiPath: Why Claude-Related Fears Are Grossly Overblown (Earnings Preview) Forget The Current Software Fears: UiPath Combines Software With AI And It Works UiPath: Underperforming Its Peers, But Still Worth Getting Behind UiPath Non-GAAP EPS of $0.30 beats by $0.05, revenue of $481.11M beats by $16.3M UiPath Q4 2026 Earnings Preview

Petco Health & Wellness Co. forecast annual earnings above analyst estimates, signaling that consumer pet spending remains durable despite tariff and economic uncertainty. The shares surged as much as 20% in postmarket trading. The San Diego, California-based company said in a Wednesday statement that it sees adjusted earnings before interest, taxes, depreciation and amortization for the year ending early 2027 of $415 million to $430 million, beating analyst estimates of $404.4 million. “As we look ahead, we see significant opportunities across core consumables, supplies and services,” Chief Executive Officer Joel Anderson said in the statement. “Our outlook reflects our strategic initiatives and assumes a return to positive comps.” First-quarter adjusted Ebitda will be $92 million to $94 million, Petco said, ahead of analyst estimates of $90.3 million. Petco spent the past year working to turn around the company after a post-pandemic slump, focusing on improving profitability by closing stores . The company faces severe competition from traditional pet stores like Chewy Inc. and privately owned PetSmart, as well as from e-commerce and retail giants like Amazon.com and Walmart Inc. The stock had slumped 15% so far this year through Wednesday’s close.

From school shootings to synagogue bombings, leading AI chatbots helped researchers plot violent attacks, according to a study published on Wednesday that highlighted the technology’s potential for real-world harm. Researchers from the non-profit watchdog Centre for Countering Digital Hate (CCDH) and CNN posed as 13-year-old boys in the United States and Ireland to test 10 chatbots, including ChatGPT, Google Gemini, Perplexity, DeepSeek and Meta AI. Testing showed that eight of those chatbots assisted the make-believe attackers in over half the responses, providing advice on “locations to target” and “weapons to use” in an attack, the study said. Advertisement The chatbots, it added, had become a “powerful accelerant for harm”. “Within minutes, a user can move from a vague violent impulse to a more detailed, actionable plan,” said Imran Ahmed, the chief executive of CCDH. Researchers are looking into the effects of using AI chatbots. Photo illustration: dpa “The majority of chatbots tested provided guidance on weapons, tactics, and target selection. These requests should have prompted an immediate and total refusal.”

In this video, I will discuss five interesting companies that could offer significant upside for long-term investors. I chose a mix of companies in different industries. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of March. 6, 2026. The video was published on March. 7, 2026. Continue reading

Nike is still worth a spot in the Club's portfolio, even though the stock hasn't done a whole lot of winning lately. "It's a fraction of what it used to be worth, but it's still a great company," Jim Cramer said during Wednesday's Morning Meeting . "So I think that it's one that you have to hold onto." Jim admitted that Nike's stock performance has been "disappointing," echoing the frustration he expressed during the February Monthly Meeting. Shares are down 5% over the past five sessions and more than 12% year to date. Ending Wednesday's session below $56 a share, Nike is trading at its lowest levels since we initiated a position in September around $68. The last time Nike closed south of $56, the market was in the throes of tariff-induced chaos in April 2025. However, analysts at Barclays offered a glimmer of hope Wednesday, upgrading the stock to a buy-equivalent rating from neutral. Analysts acknowledged it is an "unconventional upgrade into peak skepticism," because Wall Street's expectations for the coming years may still be too high. Nevertheless, "the risk to reward profile has shifted favorably, making Nike an attractive investment opportunity at this stage," the analysts wrote. Believing the worst may be behind the sportswear giant, Barclays raised its price target on the stock to $73 a share from $64. The analysts said they're encouraged that Nike has already improved its performance and cleaned up its inventory in North America under CEO Elliott Hill — necessary steps to reinvigorate its iconic brand. North America, its largest market by revenue, has been Hill's top priority since taking the job in October 2024. Analysts noted that Nike's running business, in particular, has been delivering impressive growth under Hill. NKE 1Y mountain Nike's 12-month stock performance. To be sure, Barclays acknowledged Nike's turnaround still faces risks around tariffs, competition and a potential weakening in consumer spending tied to the Middle East conflict. "I think...

The world is hungry for more energy. In the U.S. alone, electricity usage is expected to grow by 4% annually through 2030. Most of this growth, however, will be fueled by the artificial intelligence (AI) industry, which is expected to triple its energy needs from 2024 through 2030. The management teams of two companies -- Plug Power (PLUG +5.19%) and Oklo Inc. (OKLO +2.25%) -- are telling investors that their technology holds the key for meeting the AI industry's rapidly growing energy needs. Plug Power is focused on hydrogen fuel cells, while Oklo is helping pioneer a new approach to nuclear energy using small modular reactors. If successful, both stocks hold tremendous growth opportunity. But from an investing standpoint, only one of these companies should be trusted with your money. Expand NYSE : OKLO Oklo Today's Change ( 2.25 %) $ 1.38 Current Price $ 62.76 Key Data Points Market Cap $9.6B Day's Range $ 61.11 - $ 64.10 52wk Range $ 17.42 - $ 193.84 Volume 6.1M Avg Vol 10M Oklo Inc. stock is better than Plug Power for one obvious reason The needs of the AI industry are very specific. The critical infrastructure that makes developing and deploying AI technologies possible involves housing a huge amount of core components like GPUs in a centralized location called a data center. Instead of building out their own infrastructure -- which would be costly, time-consuming, and full of redundancies -- AI start-ups simply rent compute space from data center operators, which allows them to keep costs low and scale dynamically as needed. So it's not so much AI companies that need the power directly, but the data centers that serve them. Perhaps the biggest cost in operating a data center, at least when it comes to energy usage, is to cool the technological components like GPUs, which heat up during operation. Cooling these components improves performance and prevents damage. For this reason, many data center businesses are looking to construct facilities in cold, remote pl...

"Risk Of Attack Is Too High": US Navy Refuses To Provide Escorts To Ships Transiting Hormuz Strait One week after Trump announced that the US would cover insurance for ships transiting the Strait of Hormuz, and would provide them with US navy escorts, Reuters reports that the US Navy has refused near-daily requests from the shipping industry for military escorts through the Strait of Hormuz since ​the start of the war on Iran, saying the risk of attacks is too high for now. The U.S. Navy has held regular ⁠briefings with shipping and oil industry counterparts and has said during those briefings it is unable to provide escorts for the time being, three unnamed shipping industry sources told Reuters. They added that the shipping industry has been making requests almost daily during the calls for naval ​escorts through the strait. One of the sources said the Navy’s assessment during Tuesday’s briefing had not changed and that escorts would only be possible once the risk of attack was reduced, which judging by images like the one below of a container ship in the Gulf today won't happen any time soon. Insane image from the bridge of a container ship arriving at the Port of Salalh in Oman earlier today, as flames engulf multiple port facilities and oil tanks at the MINA Petroleum Facility, resulting from several impacts by one-way attack drones launched by Iran. pic.twitter.com/ePFkxNpOEf — OSINTdefender (@sentdefender) March 11, 2026 The ‌Navy's assessments spell continued disruption to Middle East oil exports and reflect a stark divergence from President Donald Trump’s statements that the U.S. is prepared to provide naval escorts whenever needed to restart regular shipments along the key waterway. Shipping along the narrow strait has all but halted since the start of the U.S.-Israeli war on Iran more than a week ago, preventing exports of around a fifth of the world’s oil supply ​and sending global oil prices surging to highs not seen since 2022. Some ships - mostly Iran...

Key Points Hydrogen and SMR technology could supply energy to the growing AI industry. One of these technologies has the clear advantage due to projected operating costs. 10 stocks we like better than Oklo › The world is hungry for more energy. In the U.S. alone, electricity usage is expected to grow by 4% annually through 2030. Most of this growth, however, will be fueled by the artificial intelligence (AI) industry, which is expected to triple its energy needs from 2024 through 2030. The management teams of two companies -- Plug Power (NASDAQ: PLUG) and Oklo Inc. (NYSE: OKLO) -- are telling investors that their technology holds the key for meeting the AI industry's rapidly growing energy needs. Plug Power is focused on hydrogen fuel cells, while Oklo is helping pioneer a new approach to nuclear energy using small modular reactors. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » If successful, both stocks hold tremendous growth opportunity. But from an investing standpoint, only one of these companies should be trusted with your money. Oklo Inc. stock is better than Plug Power for one obvious reason The needs of the AI industry are very specific. The critical infrastructure that makes developing and deploying AI technologies possible involves housing a huge amount of core components like GPUs in a centralized location called a data center. Instead of building out their own infrastructure -- which would be costly, time-consuming, and full of redundancies -- AI start-ups simply rent compute space from data center operators, which allows them to keep costs low and scale dynamically as needed. So it's not so much AI companies that need the power directly, but the data centers that serve them. Perhaps the biggest cost in operating a data center, at least when it comes to energy usage, is to cool the t...

格隆汇3月12日｜市场消息：科威特传出警报声和爆炸声，军队拦截了来袭的导弹和无人机袭击。

当地时间3月11日下午，北京时间今天（3月12日）凌晨，联合国安理会以13票赞成、2票弃权，通过了巴林代表海湾阿拉伯国家合作委员会成员国及约旦提交、135个联合国会员国支持的一份决议草案，成为安理会第2817号决议。俄罗斯和中国投弃权票。决议谴责伊朗对多个海湾国家发动的打击，认为这些行为违反国际法，并对国际和平与安全构成威胁；决议对民用目标遭到攻击以及造成平民伤亡表示遗憾；决议要求伊朗立即停止对这些国家的攻击，并全面履行其在国际法下的义务；决议还谴责伊朗任何试图关闭或阻碍霍尔木兹海峡国际航运的行动或威胁。(CCTV国际时讯)

US President Donald Trump speaks to reporters before boarding Marine One as he departs from the South Lawn of the White House in Washington, DC, on March 11, 2026. Brendan Smialowski | AFP | Getty Images The Trump administration is expected to announce as early as Wednesday new trade investigations, with the goal of replacing reciprocal tariffs recently ruled illegal by the Supreme Court , according to reports. The probes will be conducted unde r Section 301 of the Trade Act of 1974 , The New York Times and Wall Street Journal reported Wednesday. That law permits a president to slap tariffs on i mported goods from other nations that are found to have engaged in unfair trade practices. Section 301 tariffs could replace the reciprocal tariffs on most of the world's nations that President Donald Trump imposed on them last year without authorization from Congress. Neither the Times nor the Journal indicated what countries would be targeted in the expected Section 301 probes. The Supreme Court, in a 6-3 ruling Feb. 20, said Trump did not have the authority to levy such duties under the International Emergency Economic Powers Act, or IEEPA, as he had claimed he did. Read more CNBC politics coverage White House: ‘The U.S. Navy has not escorted a tanker or a vessel at this time’ Iran war: Israel’s president Herzog calls ‘cost’ for business the price for Middle East peace ‘Forever war’: Democrats rebut Trump’s assertion that Iran war nearing end Trump, within hours of that decision, signed an executive order imposing a new 10% " global tariff " under Section 122 of the Trade Act. Section 122 tariffs expire within 150 days. Treasury Secretary Scott Bessent, in an interview with CNBC last week, predicted that by August, U.S. tariffs would return to the levels in effect before the Supreme Court's ruling. Bessent said that in the coming months, the Office of the U.S. Trade Representative and the Commerce Department will complete trade-related studies that would allow them to imp...

格隆汇3月12日｜加拿大石油生产商协会：面对伊朗危机，加拿大短期内大幅提高石油产量的能力非常有限。

格隆汇3月12日｜沙特国防部：已摧毁三枚朝苏丹王子空军基地发射的弹道导弹。

Key Points Atairos Group sold 1,551,970 shares of ExlService Holdings in the fourth quarter. The quarter-end position value decreased by $68.33 million as a result. The move marked a full exit from ExlService, which previously accounted for about 3.5% of AUM. 10 stocks we like better than ExlService › On February 17, 2026, Atairos Group, Inc. reported in a U.S. Securities and Exchange Commission (SEC) filing that it sold out of ExlService Holdings (NASDAQ:EXLS) during the fourth quarter, eliminating a stake previously worth $68 million. What happened According to a recent SEC filing, Atairos Group, Inc. sold all 1,551,970 shares of ExlService Holdings (NASDAQ:EXLS) during the fourth quarter. The quarter-end value of the ExlService Holdings stake declined by $68.33 million as a result. What else to know Top holdings after the filing: NYSE:TNET: $1.07 billion (64.8% of AUM) NYSE:LUCK: $537.22 million (32.6% of AUM) NYSE:CLVT: $40.95 million (2.5% of AUM) NYSE:XPOF: $1.86 million (0.1% of AUM) As of February 17, 2026, shares of ExlService Holdings were priced at $30.21, down 40.8% over the past year and well underperforming the S&P 500, which is up roughly 20% in the same period. Company overview Metric Value Revenue (TTM) $2.09 billion Net income (TTM) $251.02 million Market capitalization $4.98 billion Price (as of market close February 17, 2026) $30.21 Company snapshot ExlService Holdings offers data analytics, digital operations, and solutions across insurance, healthcare, and analytics segments, with products including LifePRO, LISS, Subrosource, and CareRadius. The company generates revenue primarily through technology-enabled outsourcing, analytics-driven services, and SaaS platforms, leveraging automation, artificial intelligence, and machine learning to deliver operational efficiencies for clients. It serves insurance companies, healthcare payers and providers, pharmacy benefit managers, and life sciences organizations, with a global client base focused on reg...