Kumer/iStock via Getty Images Investment Thesis I reiterate the recommendation to buy the main hard assets, especially oil. This article is part of a series starting on January 6th where I bring valuable insights into commodities for SA readers. In this edition, it is impossible not to talk about oil, but I want to have a deeper discussion that will connect oil, the latest geopolitical events, and the artificial intelligence race. Cheap oil is running out We are still at the beginning of 2026, but this year has already seen two very important geopolitical events: the capture of Venezuelan leader Nicolás Maduro and the War in Iran . Although the newspapers treat the events as separate, there is a common link between them: both exported cheap sanctioned oil to China. As we can see in the graph below, Iran and Venezuela were responsible for 17% of China's oil imports. The fact is that the impact is even greater than 17%, as China purchased this oil at cheaper prices than on the traditional market, given that oil from both countries was the target of sanctions. Largest oil exporters to China (Politicio and Kpler) In the case of Venezuela, the Trump administration stated that it would target the Venezuelan oil sector and that it would lift sanctions over time. Without a doubt, this means no longer selling cheap oil to China. In the case of Iran, in addition to compromising the sale of one of the largest oil suppliers to China, the situation in the Strait of Hormuz is even more critical, as more than 5 million barrels per day imported by China pass through the region. China and Strait of Hormuz (Politico and Kpler) Connection to AI Racing Interestingly, this occurs amid the height of the race for artificial intelligence. American companies have access to a lot of capital for investment and seek billion-dollar valuations, while Chinese companies opt for open language models and pragmatism due to a smaller budget. In mid-2025, the United States released its plan to win the ...

Popular companies aren't always great investments, and little-known corporations sometimes are. Those in the latter group may even be underpriced, given that they receive less attention and analyst coverage than their larger, more prominent peers, creating attractive opportunities for investors. Let's consider two under-the-radar stocks that are worth serious consideration for long-term investors: Axsome Therapeutics (AXSM +1.58%) and Madrigal Pharmaceuticals (MDGL +1.11%). 1. Axsome Therapeutics Axsome Therapeutics's stock has more than doubled in value over the past five years. The company owes that growth to solid clinical and commercial progress with its leading candidates, including Auvelity, which is approved to treat depression. Even after its solid run, Axsome's new approvals and label expansions over the next five years could allow it to improve its financial performance significantly and even turn a profit. It is already improving. In 2025, Axsome's revenue increased by 66% to $638.5 million, while its net loss per share of $3.68 was much better than the loss per share of $5.99 reported in 2024. Expand NASDAQ : AXSM Axsome Therapeutics Today's Change ( 1.58 %) $ 2.60 Current Price $ 167.09 Key Data Points Market Cap $8.4B Day's Range $ 164.28 - $ 168.06 52wk Range $ 86.99 - $ 191.50 Volume 8.7K Avg Vol 661K Gross Margin 91.16 % Axsome Therapeutics is going after large, underserved markets where some of its products could generate well over $1 billion in sales. For instance, the company has requested approval for Auvelity in Alzheimer's disease (AD) agitation, an indication where the biotech sector analysts estimate its peak sales could reach $1.5 billion to $3 billion. If that seems too optimistic, consider that there's only one medicine approved for AD agitation in the U.S., even though the majority of the more than 7 million AD patients in the U.S. experience it. Axsome's projections for Auvelity in AD agitation appear reasonable, and across all products...

On February 17, 2026, Tensile Capital Management LP disclosed in a Securities and Exchange Commission (SEC) filing that it increased its stake in Centuri Holdings (CTRI +1.10%) by 1,054,155 shares, an estimated $23.57 million buy based on quarterly average pricing. What Happened Tensile Capital Management LP reported in a Securities and Exchange Commission (SEC) filing dated February 17, 2026, that it bought an additional 1,054,155 shares of Centuri Holdings during the fourth quarter. The estimated transaction value was $23.57 million, calculated using the average share price for the quarter. The total position value increased by $29.93 million, which includes both the purchase and stock price movement. What Else to Know Tensile's Centuri Holdings position rose to 6.1% of its reported U.S. equity assets after the buy. Top holdings after the filing: NYSE: LAD: $74.70 million (9.7% of AUM) NYSE: DKS: $70.84 million (9.2% of AUM) NASDAQ: VERX: $68.30 million (8.9% of AUM) NYSE: CCK: $63.04 million (8.2% of AUM) NYSE: VVV: $60.99 million (7.9% of AUM) As of February 17, 2026, Centuri Holdings shares were priced at $31.29, up 57.7% over the past year and outperforming the S&P 500 by 39.17 percentage points. Company Overview Metric Value Price (as of market close February 17, 2026) $31.29 Market capitalization $3.12 billion Revenue (TTM) $2.84 billion Net income (TTM) $2.51 million Company Snapshot Provides utility infrastructure services, including maintenance, replacement, repair, and installation for gas and electric utilities across North America. Generates revenue through long-term contracts and recurring service agreements focused on infrastructure modernization and expansion projects. Serves regulated electric and gas utilities, as well as customers in renewable energy, data centers, and telecommunications sectors. Centuri Holdings is a leading utility infrastructure services provider with a diversified portfolio spanning gas and electric utility segments. The comp...

格隆汇3月11日｜以色列国防军：摧毁伊朗的内部安全部队和巴斯基部队在伊拉姆省的主要资产。

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Micron Technology (NasdaqGS:MU) and Applied Materials announced a new collaboration to accelerate next generation memory for AI workloads in the US. The partnership centers on co developing DRAM, HBM, NAND, and advanced packaging tailored for power intensive AI applications. Applied Materials is committing US$5b to its EPIC Center, which will anchor joint R&D and help speed up commercialization of new memory technologies. For you as an investor, this move links Micron more closely to the build out of AI infrastructure, an area drawing significant capital and attention. Micron is a key supplier of DRAM, HBM, and NAND, and this partnership formalizes a deeper connection between its product roadmap and Applied’s manufacturing tools and process expertise. The focus on US based R&D can also matter if you track policy support, supply chain resilience, and onshoring themes. Outcomes will depend on execution and future demand for AI hardware, and this collaboration may influence how you think about Micron’s role in the memory and AI supply chain over the medium to long term. Stay updated on the most important news stories for Micron Technology by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Micron Technology. NasdaqGS:MU Earnings & Revenue Growth as at Mar 2026 We've flagged 1 risk for Micron Technology. See which could impact your investment. This partnership strengthens the connection between Micron’s product roadmap and the tools it uses to manufacture advanced memory for AI servers. Applied Materials is effectively Micron’s upstream equipment supplier, so co developing process technologies, materials and packaging at the EPIC Center and Micron’s Boise R&D hub could shorten the time it takes Micron to move new DRAM, HBM and NAND designs ...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Micron Technology (NasdaqGS:MU) and Applied Materials announced a new collaboration to accelerate next generation memory for AI workloads in the US. The partnership centers on co developing DRAM, HBM, NAND, and advanced packaging tailored for power intensive AI applications. Applied Materials is committing US$5b to its EPIC Center, which will anchor joint R&D and help speed up commercialization of new memory technologies. For you as an investor, this move links Micron more closely to the build out of AI infrastructure, an area drawing significant capital and attention. Micron is a key supplier of DRAM, HBM, and NAND, and this partnership formalizes a deeper connection between its product roadmap and Applied’s manufacturing tools and process expertise. The focus on US based R&D can also matter if you track policy support, supply chain resilience, and onshoring themes. Outcomes will depend on execution and future demand for AI hardware, and this collaboration may influence how you think about Micron’s role in the memory and AI supply chain over the medium to long term. Stay updated on the most important news stories for Micron Technology by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Micron Technology. NasdaqGS:MU Earnings & Revenue Growth as at Mar 2026 We've flagged 1 risk for Micron Technology. See which could impact your investment. This partnership strengthens the connection between Micron’s product roadmap and the tools it uses to manufacture advanced memory for AI servers. Applied Materials is effectively Micron’s upstream equipment supplier, so co developing process technologies, materials and packaging at the EPIC Center and Micron’s Boise R&D hub could shorten the time it takes Micron to move new DRAM, HBM and NAND designs ...

In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT The Perplexity app in the Apple App Store on a smartphone arranged in Washington, DC, US, on Sunday, June 1, 2025. Stefani Reynolds | Bloomberg | Getty Images A federal judge temporarily blocked startup Perplexity from accessing Amazon 's site with its Comet artificial intelligence browser, according to court filings. Amazon sued Perplexity in November, alleging the startup took steps to "conceal" its AI agents so they could continue to scrape the online retailer's website without its approval. Perplexity called the lawsuit, which was filed in U.S. district court in the Northern District of California, a "bully tactic." Perplexity's Comet allows shoppers to ask the assistant to find items on Amazon and make purchases. In a ruling dated Monday, U.S. District Judge Maxine Chesney wrote that Amazon has provided "strong evidence" that Perplexity's Comet browser accessed its website at the user's direction, but "without authorization" from the e-commerce giant. Chesney said Amazon submitted "essentially undisputed evidence" that it spent more than $5,000 to respond to the issue, including "numerous hours" where its employees worked to develop tools to block Comet from accessing its private customer tools and to prevent the tool from "future unauthorized access." "Given such evidence, the Court finds Amazon has shown a likelihood of success on the merits of its claim," Chesney wrote. Amazon spokesperson Maxine Tagay said the preliminary injunction is an important step to maintain "a trusted shopping experience" for its customers. "We look forward to continuing to make our case in court," Tagay said. Perplexity told CNBC in a statement that it "will continue to fight for the right of internet users to choose whatever AI they want." Chesney's ruling includes a weeklong stay to allow Perplexity to appeal the order. Amazon wrote in its original complaint that Perplexity's agents posed security risks to custo...

Kalshi CEO Tarek Mansour says the company is committed to following the rule of law. He speaks to Bloomberg’s Tim Stenovec at the FIA Global Cleared Markets conference in Boca Raton, Florida.

Amazon.com Inc. has drawn about $126 billion of peak demand for its US bond sale, one of the largest ever for a corporate offering, according to people with direct knowledge of the matter. The demand underscores how investor appetite for hyperscaler debt remains strong even as rising uncertainty over the widening conflict in the Middle East and its potential impact on the US economy rattles markets. Read More: Amazon Looks to Raise at Least $37 Billion Through Bond Sale The Amazon deal still ranks behind the $129 billion in orders for Oracle Corp. ’s bond sale last month, but above the $125 billion for Meta Platforms Inc. ’s in October. The firm is tapping the US high-grade debt market for an offering in as many as 11 tranches, ranging from two to 50 years. It is also marketing an eight-part bond sale in the European high-grade primary. JPMorgan Chase & Co. and Goldman Sachs Group Inc. , among the banks managing the offering, have declined to comment. HSBC Holdings Plc and Citigroup Inc. , which are also participating in the deal, didn’t immediately respond to a comment request.

Wall Street has been volatile lately, but some stocks have been hit much harder than others. A quarter of the market's publicly traded companies have shed more than half of their value. Just a tenth of the stocks have plummeted at least 70%. I want to highlight some of those diamonds in the rough. Figma (FIG 4.46%), The Trade Desk (TTD 2.10%), and Duolingo (DUOL 4.20%) are trading 79%, 70%, and 82% below their 52-week highs, respectively. They may have been expensive growth stocks at their peaks, but is the pessimism overdone? All three stocks are still expected to deliver double-digit revenue growth in 2026. 1. Figma It's not easy being a provider of cloud-based solutions these days. The rapid evolution of artificial intelligence (AI) -- particularly the ability to code customized software with just some rudimentary prompts -- is seen by some as a death sentence for business models that rely on enterprises paying up for help. Figma stock was a market darling when it went public at $33 last year, trading as high as $143 over the summer. The platform helps with the design of websites, apps, and other digital formats. Figma has given back all those gains, and now it's a broken IPO, all in its topsy-turvy rookie season. Expand NYSE : FIG Figma Today's Change ( -4.46 %) $ -1.36 Current Price $ 29.12 Key Data Points Market Cap $16B Day's Range $ 28.92 - $ 30.19 52wk Range $ 19.85 - $ 142.92 Volume 131K Avg Vol 12M Gross Margin 82.43 % Growth has slowed at Figma. Year-over-year gains on the top line rose 46%, 41%, and 38% through the first three quarters of last year, respectively. After investors were braced for continued deceleration by a projection of 35% growth for the fourth quarter, last month's report came as a bullish surprise. Revenue gains picked up the pace, climbing 40% for the final three months of the year. Figma's net dollar retention rate -- what returning customers are spending over the past year compared to the previous 12 months -- has risen to 136%. Th...

Key Points Figma, The Trade Desk, and Duolingo have fallen by at least 70% since peaking last year. Figma saw revenue growth accelerate in its latest quarter. The Trade Desk and Duolingo are now trading for less than 14 times forward earnings. 10 stocks we like better than Figma › Wall Street has been volatile lately, but some stocks have been hit much harder than others. A quarter of the market's publicly traded companies have shed more than half of their value. Just a tenth of the stocks have plummeted at least 70%. I want to highlight some of those diamonds in the rough. Figma (NYSE: FIG), The Trade Desk (NASDAQ: TTD), and Duolingo (NASDAQ: DUOL) are trading 79%, 70%, and 82% below their 52-week highs, respectively. They may have been expensive growth stocks at their peaks, but is the pessimism overdone? All three stocks are still expected to deliver double-digit revenue growth in 2026. 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 » 1. Figma It's not easy being a provider of cloud-based solutions these days. The rapid evolution of artificial intelligence (AI) -- particularly the ability to code customized software with just some rudimentary prompts -- is seen by some as a death sentence for business models that rely on enterprises paying up for help. Figma stock was a market darling when it went public at $33 last year, trading as high as $143 over the summer. The platform helps with the design of websites, apps, and other digital formats. Figma has given back all those gains, and now it's a broken IPO, all in its topsy-turvy rookie season. Growth has slowed at Figma. Year-over-year gains on the top line rose 46%, 41%, and 38% through the first three quarters of last year, respectively. After investors were braced for continued deceleration by a projection of 35% growth for the fourth quarter,...

This article first appeared on GuruFocus. Anthropic is warning that a U.S. government blacklist could take a major bite out of its future revenue, with the AI startup saying the fallout might cut its 2026 sales by multiple billions of dollars. In a court filing tied to its lawsuit against the Department of War, Chief Financial Officer Krishna Rao said the government's move to cancel a contract and label the company a supply-chain risk could ripple across Anthropic's customer base if clients interpret the decision broadly. Rao indicated that, even under a narrower interpretation limited to work tied to the Department, hundreds of millions of dollars in projected 2026 revenue could still be at risk. The dispute began after Anthropic declined a government request for unrestricted access to its AI models, a decision that was followed by agencies including the departments of State, Treasury, and Health and Human Services preparing to stop using the company's AI tools. Under a White House order, those agencies are shifting toward alternative providers such as OpenAI. Rao said the consequences could extend beyond government contracts, estimating that revenue from defense contractors and businesses with exposure to the Defense Department could potentially fall between 50% and 100% if the government's position remains in place. Separate filings from Chief Commercial Officer Paul Smith describe early commercial disruptions already taking shape. One partner with a multi-million-dollar annual agreement replaced Anthropic's Claude model with a competing generative AI system for a deployment connected to the U.S. Food and Drug Administration, a change Smith said eliminated an anticipated revenue pipeline valued at more than $100 million. Smith also noted that negotiations with three financial institutions have been affected, including a $100 million deal that had been close to completion and two additional agreements worth more than $80 million combined. Despite the uncertainty, ...

Source: Bloomberg, 43:30

文章提及标的 原油 -- 美原油 -- 布伦特原油 -- WTI原油期货跌幅扩大至15%，报80.455美元/桶。布伦特原油期货跌幅扩大至14%，报85.071美元/桶。

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Indonesia plans to ban access to high risk digital platforms, including Alphabet's YouTube, for users under 16 starting March 28. The move targets one of the world's largest emerging markets and directly affects core services of Alphabet (NasdaqGS:GOOGL). The planned restrictions focus on child online safety and could influence how other regulators think about youth access to global platforms. Alphabet, through YouTube, runs one of the most widely used online video platforms globally, with a large user base in fast growing emerging markets. Indonesia's planned under 16 ban puts a spotlight on how age based content rules may affect user reach, engagement, and monetisation in these regions. For investors, it adds a fresh regulatory angle that sits alongside existing focus areas such as AI, US legal issues, and partnerships. Looking ahead, the Indonesia decision could prompt Alphabet to adjust product design, verification tools, and content policies to address youth protection concerns more explicitly. If similar rules appear in other markets, you may want to pay closer attention to how management discusses regulatory risk, compliance spending, and YouTube's role in the broader NasdaqGS:GOOGL investment story. Stay updated on the most important news stories for Alphabet by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Alphabet. NasdaqGS:GOOGL 1-Year Stock Price Chart Is Alphabet's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis. Indonesia’s plan to block YouTube for users under 16 is a clear reminder that regulatory risk is not just about antitrust cases in the US and Europe, it also sits in fast growing markets where YouTube has a large audience. For Alphabet, the near term effect is about reduced access for a key demographic in a co...

亚马逊吸引了约1260亿美元的美国债券发行订单 2026-03-11 01:11:37 来源： 同花顺7x24快讯 分享 文章提及标的 亚马逊 -- 亚马逊（AMZN）吸引了约1260亿美元的美国债券发行订单。

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Earnings Call Insights: Inspired Entertainment (INSE) Q4 2025 Management View Executive Chairman A. Weil described the quarter as “an important milestone in the steady transformation that's been occurring in the company,” emphasizing the Interactive business, which grew revenue and EBITDA by 53% and 60%, respectively, in Q4. Weil stated, “Our margin for the full year 2025 was 37%. But in the fourth quarter, it reached 42%, a record for any single quarter in our company's history.” He announced 2026 EBITDA guidance of $112 million to $118 million, with a midpoint of $115 million and projected full year margins in the mid-40s. Weil also highlighted a deleveraging strategy targeting 2.5x to 3x net leverage by year-end 2026. President & CEO Brooks Pierce explained, “We're gratified to see the results in the fourth quarter justify the key premise that we've been discussing over the course of the year is that the combination of the mix of our business becoming more and more digital and particularly with the strong growth in our Interactive segment and also the disposal of the lower-margin holiday parks business, both the combination of that would drive our EBITDA margins over 40% and our fourth quarter results strongly validate that thesis.” Pierce also announced the successful launch of the BetMGM partnership in North America and shared that Inspired has “now had 10 quarters in a row of more than 40% EBITDA growth in our Interactive segment.” Vice President of Corporate Development Eric Carrera clarified CapEx reporting, noting that cash CapEx for 2025 was about $44 million, excluding customer-funded PP&E purchases. Outlook Weil stated, “We're comfortable with 2026 EBITDA guidance of $112 million to $118 million, with the midpoint of $115 million, representing low double-digit growth over 2025 if we exclude the divested holiday parks EBITDA. This would put our full year company-wide margin squarely into the mid-40s.” Management projected digital business will grow from 5...

Bankrupt auto parts maker First Brands Group agreed to sell one of its four remaining operating businesses to an affiliate of Active Dynamics Group, which manufactures pollution control systems. Under the proposal the affiliate, Overdrive Capital, would pay $50 million in cash for First Brands’ Walbro unit, which produces small-engine fuel systems for vehicle makers including Harley Davidson Motor Co. The deal must be approved by the judge overseeing First Brands bankruptcy. The agreement is First Brands’ first major sale as the company prepares to shed its remaining assets. In January, the company shut down 17 facilities and fired 4,000 workers amidst a funding crisis . Since then First Brands has been preparing to sell its last four major business lines, which have been kept afloat by pre-paid orders from clients like Ford Motor Co. and Honda Motor Co. Last month, First Brands said it had four potential buyers for its remaining auto-parts factories. Three of those businesses supply Ford . But the fight among creditors over ownership of those assets — and who gets paid first — remains unresolved. Read more: First Brands Founder Charged With Fraud That Erased Billions Any money brought in from the sales would need to be divided among creditors who say they were harmed by the corporate fraud that brought down First Brands last year. First Brands had initially aimed to restructure, while keeping much of itself intact and shedding part of its more than $10 billion debt load. But allegations of widespread fraud ultimately made that impossible, the company has said in court. Earlier this month, the company’s Chief Financial Officer Stephen Graham pleaded guilty to four counts in the First Brands fraud case, and he will testify against company founder Patrick James and his brother Edward at their criminal trial. The case is First Brands Group LLC, 25-90399 , US Bankruptcy Court, Southern District of Texas (Houston).

格隆汇3月11日｜船舶追踪数据显示，一艘超级油轮载着200万桶伊朗石油驶过霍尔木兹海峡，自2月28日以来，已有至少五艘油轮运输伊朗石油。

Donald Trump has held an astonishing press conference in which he said the war in Iran was 'very complete' and could end 'very soon', but also claimed that the US had not 'won enough'. The US president is under growing pressure over the economic toll from the conflict, but his words were met with defiance from Tehran. So is the war any closer to ending and has Trump underestimated the resilience of the Iranian regime? Lucy Hough speaks to the Guardian columnist Nesrine Malik Continue reading...

Oksana Masters’ 11th Paralympic gold medal was “redemption” for the most decorated American Winter Paralympian. And it was clear just how much it meant to her. Masters screamed loudly several times in delight after winning the women’s sprint sitting discipline in Para cross-country skiing on Tuesday at Milan Cortina. She finished second in the event four years ago. “It was just such a relief and redemption from Beijing. It was the one that got away. I love sprints and I hate sprints because there’s so much stress,” Masters said. “I struggle with believing in myself and that was a big thing. The team believed in me, so I wanted to show up for my team.” Masters was 40 meters (131 feet) behind leader Yunji Kim at the start of the final incline but powered up the ascent to overtake her rival as they crested the summit. “I hate chasing. I would rather be chased, but I do realize that I do well with chasing and reeling people in, one by one, staying smooth and relaxed,” Masters added. It was a second gold medal at Milan Cortina for Masters, who won the women’s sprint sitting discipline in Para biathlon on Saturday. The 36-year-old was coming off a difficult season that included surgery, a bone infection and a concussion. View image in fullscreen Oksana Masters’ career medal haul stands at 21: 16 in the Winter Games and five in the Summer Games. Photograph: Alex Grimm/Getty Images “I feel absolutely on top of the world right now, just in complete shock, and so, so happy,” she added. Masters now has seven Winter Paralympic gold medals to go along with her four victories at the Summer Paralympics. She has competed in every Paralympics since 2012, earning medals in Para cross-country and Para biathlon in the winter and Para cycling and Para rowing in the summer. Her total medal haul stands at 21 – 16 in the Winter Games and five in the Summer Games Masters was born in Ukraine with birth defects believed to be related to the Chernobyl nuclear accident. She had to go through or...