March 10 (Reuters) - Amazon.com is targeting about $37 billion to $42 billion in its latest bond sale, Bloomberg News reported on Tuesday, citing people familiar with the matter. The reported figure would mark one of the latest corporate bond offerings as the company looks to fund its spending on artificial intelligence infrastructure build out. The company is offering bonds denominated in both...
March 10 (Reuters) - Amazon.com is targeting about $37 billion to $42 billion in its latest bond sale, Bloomberg News reported on Tuesday, citing people familiar with the matter. The reported figure would mark one of the latest corporate bond offerings as the company looks to fund its spending on artificial intelligence infrastructure build out. The company is offering bonds denominated in both dollars and euros, Bloomberg News reported. The Amazon Web Services parent is marketing U.S. high-grade bonds in as many as 11 tranches, according to a regulatory filing with the SEC. Amazon did not immediately respond to a Reuters request for comment. The company's deal is the latest in a string of massive bond issuances by hyperscalers, as they prepare to invest hundreds of billions of dollars in AI infrastructure. Investor appetite for high-grade corporate debt has remained strong, with large technology issuers drawing significant attention as investors seek relatively safe yields. Bond markets have been receptive to jumbo offerings this year, particularly from cash-rich hyperscalers looking to fund their long-term AI and cloud infrastructure ambitions. Analysts say the strong credit profiles of such technology firms and their central role in the AI buildout have helped sustain investor demand for their debt. In February, Google-parent Alphabet raised about $32 billion in the U.S. and European high-grade bond markets, including a rare 100-year bond, the tech industry's first since Motorola's issuance that dates back to 1997, according to LSEG data. Meanwhile, Oracle said last month that it expects to raise $45 billion to $50 billion in 2026 using a combination of debt and stock sales to build additional capacity for its cloud infrastructure. Amazon last tapped the market in November, with a dollar-denominated bond issue worth about $15 billion, which was its first U.S. bond sale in three years. (Reporting by Akash Sriram in Bengaluru; Editing by Shinji...
nadla/iStock via Getty Images Setting The Stage I am bullish on BlackBerry Limited ( BB ) driven by the QNX segment which shows an impressive royalty backlog of $865 million. Although this is not a revenue guarantee, it reflects QNX's market potential. In my view, this is a signal of better days ahead. I view it from QNX OS 8.0 which could potentially drive revenues to $ 577.25 million in FY2027(7...
nadla/iStock via Getty Images Setting The Stage I am bullish on BlackBerry Limited ( BB ) driven by the QNX segment which shows an impressive royalty backlog of $865 million. Although this is not a revenue guarantee, it reflects QNX's market potential. In my view, this is a signal of better days ahead. I view it from QNX OS 8.0 which could potentially drive revenues to $ 577.25 million in FY2027(7.42% YoY growth). This is an impressive improvement from the 0.47% YoY growth rate expected in FY2026. The QNX Core Serviceable Addressable market (Core SAM) is demonstrating impressive market potential with a CAGR of 8% and 12%. It is estimated to reach a market volume of $2.1 billion by Calendar Year (CY) 2026. This is a testament to the market tailwind and aligns with the QNX momentum, which is a reason to be optimistic. The company has been struggling with compressed margins, especially due to competitive pressure from its peers such as CrowdStrike Holdings, Inc. ( CRWD ). With these market tailwinds and a recovery in QNX, I think the stock's weak performance, down by 22% over the last one year and underperforming the market could be in for a rebound. Seeking Alpha How I View The QNX Segment I will take two perspectives in decoding what I think about QNX which are market tailwinds and internal optimism around QNX. Under the internal environment, my focus is on Core SAM (QNX Auto & GEM royalties) and strategic investments (QNX sound and vehicle platforms). I mentioned previously that when I look at the ecosystem around QNX through the lens of Core SAM and strategic investments, I am able to relate where a massive royalty backlog amounting to $865 million is generated from. In the next five years, strategic investments are estimated to increase substantially. This year (2026), strategic investments are estimated to reach $2.7 billion, and this is likely to increase to $5.9 billion by CY2028, which is a signal of projected improved SAM. BB The most exciting thing about thi...
Kingsoft Cloud Holdings Limited Sponsored ADR KC shares ended the last trading session 19% higher at $14.27. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 7.3% loss over the past four weeks. Kingsoft Cloud Holdings Limited Sponsored ADR benefits from AI and Intelligent Cloud, Public Cloud & Enterprise C...
Kingsoft Cloud Holdings Limited Sponsored ADR KC shares ended the last trading session 19% higher at $14.27. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 7.3% loss over the past four weeks. Kingsoft Cloud Holdings Limited Sponsored ADR benefits from AI and Intelligent Cloud, Public Cloud & Enterprise Cloud Services alongwith Xiaomi and Kingsoft ecosystem and technology and product development. This company is expected to post quarterly loss of $0.07 per share in its upcoming report, which represents a year-over-year change of -75%. Revenues are expected to be $378.12 million, up 23.7% from the year-ago quarter. While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For Kingsoft Cloud, the consensus EPS estimate for the quarter has been revised 27.3% lower over the last 30 days to the current level. And a negative trend in earnings estimate revisions doesn't usually translate into price appreciation. So, make sure to keep an eye on KC going forward to see if this recent jump can turn into more strength down the road. The stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Kingsoft Cloud belongs to the Zacks Internet - Software industry. Another stock from the same industry, Getty Images Holdings, Inc. GETY, closed the last trading session 2.8% lower at $0.82. Over the past month, GETY has returned -28.1%. Getty Images Holdings, Inc.'s consensus EPS estimate for the upcoming report has remained unchanged over the past month at $0.03. Compared to the company's year-ago EPS, this represents a change of +400%. Getty Images Holdings, Inc. currently boasts a Zacks Rank of #2 (Buy). Want the latest recommendations from ...
As of March 10, 2026, Microsoft Corporation (NASDAQ: MSFT) stands as a definitive titan of the "Intelligence Age." Having navigated the transition from a software-centric giant to a cloud leader, and now to the world’s premier AI infrastructure provider, Microsoft represents one of the most successful corporate evolutions in history. With a market capitalization fluctuating near the $4 trillion ma...
As of March 10, 2026, Microsoft Corporation (NASDAQ: MSFT) stands as a definitive titan of the "Intelligence Age." Having navigated the transition from a software-centric giant to a cloud leader, and now to the world’s premier AI infrastructure provider, Microsoft represents one of the most successful corporate evolutions in history. With a market capitalization fluctuating near the $4 trillion mark over the past year, the company remains a central pillar of global technology portfolios. Microsoft is currently in focus not just for its dominant market position, but for its role as the primary architect of the generative AI economy. Through its high-stakes partnership with OpenAI and the ubiquitous integration of "Copilot" across its tech stack, Microsoft has effectively set the pace for enterprise digital transformation. However, as 2026 unfolds, the company faces a complex landscape: maturing AI monetization, heightened regulatory scrutiny in Asia and Europe, and a massive capital expenditure cycle that is testing investor patience regarding near-term margins. Historical Background Founded in 1975 by Bill Gates and Paul Allen, Microsoft’s journey began with a vision of "a computer on every desk and in every home." The 1980s and 90s were defined by the dominance of MS-DOS and Windows, which established Microsoft as the gatekeeper of the personal computing era. This period of hyper-growth culminated in significant antitrust challenges in the late 1990s, leading to a decade of stagnation under Steve Ballmer, where the company missed the initial shift to mobile and search. The appointment of Satya Nadella as CEO in 2014 marked a radical transformation. Under his "Cloud First, Mobile First" mantra, Microsoft pivoted toward Azure and subscription-based software (SaaS). By 2023, the company entered its third major epoch: the AI Era. The multi-billion dollar investment in OpenAI and the rapid deployment of Large Language Models (LLMs) across its product suite catapulted Mi...
The U.S. Department of Education headquarters is seen on March 06, 2025 in Washington, DC. Chip Somodevilla | Getty Images News | Getty Images A federal appeals court has ordered the end of the Saving on a Valuable Education, or SAVE, plan, the Biden-administration-era repayment program that brought lower monthly bills to millions of student loan borrowers. In a judgment issued late on Monday, the...
The U.S. Department of Education headquarters is seen on March 06, 2025 in Washington, DC. Chip Somodevilla | Getty Images News | Getty Images A federal appeals court has ordered the end of the Saving on a Valuable Education, or SAVE, plan, the Biden-administration-era repayment program that brought lower monthly bills to millions of student loan borrowers. In a judgment issued late on Monday, the U.S. Court of Appeals for the Eighth Circuit reversed a lower court's dismissal of a Republican-led legal challenge against SAVE . The Biden administration introduced the SAVE plan in 2023, billing it as "the most affordable repayment plan ever created." Under the program, many borrowers expected to see their monthly bills cut in half. But Republican-led legal challenges quickly put the plan on ice. In February, Judge John Ross of the U.S. District Court for the Eastern District of Missouri dismissed the main lawsuit against SAVE. Consumer advocates and borrowers hoped that the development meant the program would be revived temporarily. President Donald Trump's " big beautiful bill " phases out the SAVE plan as of July 1, 2028 . Read more CNBC personal finance coverage SAVE plan used by millions of student loan borrowers is over, court orders Identity theft and your taxes: It's 'a terrible reverse lottery,' one victim says As Iran war disrupts oil prices, consumers could be 'hammered,' economist says Million-dollar earners have already stopped paying into Social Security for 2026 Women and the K-shaped economy: Lower pay, affordability issues reduce spending Small 401(k) accounts may follow workers to their next job — except Roth money In a jobs apocalypse, look to 'AI-proof' skilled trades, career experts say Middle-income homebuyers have $30,000 more buying power than a year ago Average IRS tax refund is up 10.6%, early filing data shows GOP 'big beautiful bill' to deal 'shock' to the ACA marketplace: health experts As millions claim Trump's 'no tax on overtime' deductio...
Thales Antonio/iStock Editorial via Getty Images A Rapid Recap In my last article on Petrobras ( PBR ), I took a directionally mistaken bearish call. Earlier this year, my bearish case for the Brazilian oil giant was based mainly on a more negative macro outlook for oil. My thesis was that the global market could enter a period of structural oversupply, with weaker demand growth— especially from C...
Thales Antonio/iStock Editorial via Getty Images A Rapid Recap In my last article on Petrobras ( PBR ), I took a directionally mistaken bearish call. Earlier this year, my bearish case for the Brazilian oil giant was based mainly on a more negative macro outlook for oil. My thesis was that the global market could enter a period of structural oversupply, with weaker demand growth— especially from China—at the same time as non-OPEC+ production would continue to rise. And that wasn't a thesis out of thin air. Firstly, Brent was sideways in the US$60 range throughout the second half of 2025, historically coinciding with structural oversupply cycles. Trading Economics Secondly, Petrobras' own behavior, entering a new cycle of high CapEx with more than US$100 billion foreseen in the strategic plan and a strong concentration in E&P—basically making the company a leveraged call on oil—i.e., increasing operational exposure precisely in an oil cycle that seemed (before the conflicts in the Middle East) less favorable. And the third and final point was the most important for my structural bearish call over a medium to long-term horizon, being the question of economic breakeven. Looking only at Petrobras' low lifting cost could be misleading when what would matter for the thesis would be the cash breakeven after CapEx, leasing, and dividends. Once you consider these three points, Brent oil would need to simultaneously sustain these investments at a minimum of between US$65 and US$70 per barrel, which would essentially make the PBR thesis extremely sensitive to only “average” Brent. Precisely because PBR was a “leveraged call” on Brent oil, the escalation of conflicts in the Middle East, which culminated in Brent going from $59.9 in mid-December last year to over $100 in a matter of a couple of months, caused oil stocks, including PBR's ADR, to soar. Data by YCharts Naturally, it's not wise to hold a bearish position on Brent oil at these levels, but it's also necessary to disti...
US natural gas futures fell for a second day as weather forecasts shifted warmer, indicating lower demand for the heating and power-plant fuel. Declines in European natural gas and oil prices as US President Donald Trump late Monday predicted a swift end to the Middle East war have also put downward pressure on US gas, which has been modestly buoyed over the past week by surging global energy pric...
US natural gas futures fell for a second day as weather forecasts shifted warmer, indicating lower demand for the heating and power-plant fuel. Declines in European natural gas and oil prices as US President Donald Trump late Monday predicted a swift end to the Middle East war have also put downward pressure on US gas, which has been modestly buoyed over the past week by surging global energy prices. “While [US] natural gas is tracking oil due to technical correlations and massive financial inflows into energy, the probable decoupling of oil and natural gas with the end of the war is a likely bearish catalyst for natural gas into spring,” Eli Rubin , senior energy analyst at EBW Analytics Group, wrote in a Tuesday note to clients. Futures for April delivery -8.5c, or -2.7%, to $3.035/mmbtu on Nymex, as of 9:28am ET Benchmark European gas futures -9.1% Benchmark US oil futures -6.5% Weather: Above-average temperatures were expected across most of the US through March 14 and across the Western US from March 15-24: Commodity Weather Group See WHUT for a map of latest 6-10 day weather forecast: NOAA Click here for two-week temperature forecasts for the U.S. Daily BNEF Gas Data: Lower-48 dry gas production on Tuesday ~112.3 bcf/day, or +4.2% y/y Lower-48 total gas demand on Tuesday ~74.4 bcf/day, or -6.7% y/y Dry gas exports to Mexico on Tuesday ~6.7 bcf/day, or +2.1% w/w Estimated gas flows to LNG export terminals on Tuesday ~19.7 bcf/day, or +5.6% w/w Gas Market News: European Gas Drops Amid Trump’s Efforts to Calm Energy Markets Asian Buyers Struggle to Find March LNG as Supply Remains Tight US LNG Transits Fall to Lowest Since February 2025: BNEF Chart Abu Dhabi Refinery Halt Adds to Oil Market Tensions: TOPLive
Torsten Asmus/iStock via Getty Images While positioning is increasingly bullish and warrants selectivity, we remain constructive on risk assets, with a continued focus on earnings durability, balance sheet strength, and "diversification" as we enter 2026. - Harbor Multi-Assets Solutions Team Market in Review The fourth quarter of 2025 marked a period of consolidation for global equity markets, as ...
Torsten Asmus/iStock via Getty Images While positioning is increasingly bullish and warrants selectivity, we remain constructive on risk assets, with a continued focus on earnings durability, balance sheet strength, and "diversification" as we enter 2026. - Harbor Multi-Assets Solutions Team Market in Review The fourth quarter of 2025 marked a period of consolidation for global equity markets, as investors balanced moderating economic momentum against supportive financial conditions and resilient corporate fundamentals. While volatility remained relatively contained, market leadership narrowed and dispersion increased, reflecting a more selective risk environment into year-end. Macroeconomic conditions continued to normalize during the quarter. Inflation remained broadly subdued, while labor market data pointed to further cooling beneath the surface, including softer hiring activity and moderating wage growth. Following the Federal Reserve's ("Fed") initial rate cut in September, policy expectations during the fourth quarter centered on the outlook for 2026 rather than additional near-term adjustments. Equity returns were positive but modest. Global equities, as measured by the MSCI ACWI Index, advanced 3.37% during the quarter. U.S. equities also posted gains, with the S&P 500 rising 2.66%, while small-cap stocks lagged as the Russell 2000® returned 2.19%. Performance divergence reflected investor preference for earnings visibility and balance sheet strength amid slowing growth momentum. At the sector level, leadership was concentrated. Within the S&P 500, Health Care was the top-performing sector, rising 11.7%, followed by Communication Services, which gained 7.3%. Both sectors benefited from Artificial Intelligence ("AI")-linked innovation and improving productivity dynamics. Performance across the remaining sectors was relatively muted, underscoring a late-cycle environment where returns were driven by specific secular themes rather than broad-based expansion. P...
Oklo (OKLO +1.65%) is one of several companies seeking to change how nuclear power is generated. One of the biggest benefits of Oklo's technology is that its reactors are designed to use recycled nuclear fuel. The U.S. government is interested in the technology, and Oklo already has a power supply deal with Meta (META +1.21%) for a reactor project that is still in development. But should you buy O...
Oklo (OKLO +1.65%) is one of several companies seeking to change how nuclear power is generated. One of the biggest benefits of Oklo's technology is that its reactors are designed to use recycled nuclear fuel. The U.S. government is interested in the technology, and Oklo already has a power supply deal with Meta (META +1.21%) for a reactor project that is still in development. But should you buy Oklo, thinking it will turn you into a millionaire? Oklo's stock has been a rollercoaster ride The graph below has two sides. In the first part, the stock is steadily rising, reaching a peak gain of around 470%. The second part is a steady decline, leaving the stock with a gain of around 100% over the full period. It is hard to complain about a 100% gain over a 52-week span, but sticking around as the stock lost nearly two-thirds of its value would likely have been difficult for most investors. And that doesn't even consider the five drawdowns of around 20% before the stock began to head steadily lower. This is a stock that only the most aggressive growth investors should consider buying. The opportunity could be material but there's still a lot of work to be done The rise in Oklo's stock price was driven by emotion. It came at a time when investors were excited about nuclear power and nuclear power stocks. At the leading edge of the nuclear power industry, technology-wise, Oklo was caught up in the excitement. That's not unjustified but the stock clearly got ahead of itself, given the swift and dramatic retreat from the 52-week highs. Expand NYSE : OKLO Oklo Today's Change ( 1.65 %) $ 1.02 Current Price $ 62.80 Key Data Points Market Cap $9.7B Day's Range $ 61.66 - $ 63.05 52wk Range $ 17.42 - $ 193.84 Volume 22K Avg Vol 11M Oklo is a money-bleeding upstart. And it will likely remain so for years to come, as it spends heavily to build out its business. In fact, the Meta deal is really a funding agreement, with Meta pre-paying for power so that Oklo can use that cash to buil...
Key Points Oklo is building a nuclear power facility in Ohio and has already signed a power deal with Meta. Oklo's stock has been and will likely remain highly volatile. 10 stocks we like better than Oklo › Oklo (NYSE: OKLO) is one of several companies seeking to change how nuclear power is generated. One of the biggest benefits of Oklo's technology is that its reactors are designed to use recycle...
Key Points Oklo is building a nuclear power facility in Ohio and has already signed a power deal with Meta. Oklo's stock has been and will likely remain highly volatile. 10 stocks we like better than Oklo › Oklo (NYSE: OKLO) is one of several companies seeking to change how nuclear power is generated. One of the biggest benefits of Oklo's technology is that its reactors are designed to use recycled nuclear fuel. The U.S. government is interested in the technology, and Oklo already has a power supply deal with Meta (NASDAQ: META) for a reactor project that is still in development. But should you buy Oklo, thinking it will turn you into a millionaire? Oklo's stock has been a rollercoaster ride The graph below has two sides. In the first part, the stock is steadily rising, reaching a peak gain of around 470%. The second part is a steady decline, leaving the stock with a gain of around 100% over the full period. 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 » It is hard to complain about a 100% gain over a 52-week span, but sticking around as the stock lost nearly two-thirds of its value would likely have been difficult for most investors. And that doesn't even consider the five drawdowns of around 20% before the stock began to head steadily lower. This is a stock that only the most aggressive growth investors should consider buying. The opportunity could be material but there's still a lot of work to be done The rise in Oklo's stock price was driven by emotion. It came at a time when investors were excited about nuclear power and nuclear power stocks. At the leading edge of the nuclear power industry, technology-wise, Oklo was caught up in the excitement. That's not unjustified but the stock clearly got ahead of itself, given the swift and dramatic retreat from the 52-week highs. Oklo is a money-blee...
NongAsimo/iStock via Getty Images HALO vs. AURA The Feb 2026 market pullback was fairly broad-based and software stocks in general were some of the hardest hit with the sentiment being similar to the idea that the entire sector was no longer relevant. Rather than "relevant", perhaps I should say "eaten" by AI. At this point institutional investors have largely made their way to the 'safe haven' si...
NongAsimo/iStock via Getty Images HALO vs. AURA The Feb 2026 market pullback was fairly broad-based and software stocks in general were some of the hardest hit with the sentiment being similar to the idea that the entire sector was no longer relevant. Rather than "relevant", perhaps I should say "eaten" by AI. At this point institutional investors have largely made their way to the 'safe haven' side of physical assets. I'm sure you're familiar with the trend by now. Many investors (institutional and not) are making the HALO trade (Heavy Assets, Low Obsolescence) : stocks tied to physical infrastructure, semiconductors, energy, defense, and generally difficult-to-replace assets with very long technology cycles. I am quietly adding value to areas of the market where investors perceive only capitulation, yet the fundamentals continue to suggest something else. To better describe this dynamic, I introduce a simple framework that I call " AURA": Assets Underestimated, Resilient & Agentic , a thesis that I claim authorship of, which describes companies that are currently experiencing a distortion of their "aura" of value due to a distorted market perception. While the market chased after the "atoms" of the HALO trade, I started to focus more and more on the opportunities being created from the indiscriminate selling of the "code". The Triumph of HALO The idea of HALO was developed through Josh Brown's mind (not on paper). He created a summary of the fear of technology disruption, or the fear of AI, through one word; an acronym. Josh stated that you cannot replace something such as a power grid with code, You can replicate middlemen, logistics, and perhaps software companies, but you can’t replicate a physical item such as an oil pipeline. That comment resonated with Wall Street at a time when digital intelligence is now a commodity with no additional cost to produce, and true scarcity is transitioning into the physical world. In short terms, and for those that are unfamil...
Welcome back to Bloomberg’s Defense Monitor , a weekly rundown on the companies, geopolitics and finances of the future battlefield. Sign up now if you’re not already on the list. In a surprise to no one — or at least very few — a week or so of war with Iran sent oil markets into a tailspin . The global economy, which for some reason still runs largely on oil, is staring in horror at the Strait of...
Welcome back to Bloomberg’s Defense Monitor , a weekly rundown on the companies, geopolitics and finances of the future battlefield. Sign up now if you’re not already on the list. In a surprise to no one — or at least very few — a week or so of war with Iran sent oil markets into a tailspin . The global economy, which for some reason still runs largely on oil, is staring in horror at the Strait of Hormuz . That’s the 25-mile-wide corridor where Iran has potentially hundreds of anti-ship missiles and sea mines ready to make life miserable for commercial ships trying to pass through. “Just fly the cargo around and quit complaining” — well, OK, but the thing is there’s also a jet fuel crisis now . And with Middle Eastern airports operating only sporadically , passengers are having a hard time getting anywhere, either. Iran’s regime changed leaders from Ali Khamenei, who was killed in an airstrike soon after fighting began Feb. 28, to his son, Mojtaba . US missile manufacturers are under pressure to build more air defense interceptors . The expensive munitions are being gobbled up by Iranian attacks, which have decreased sharply from the opening days of the war but haven’t let up . President Donald Trump said the conflict could be over “very soon,” even as Iran launched more missiles around the region. So there’s your hot war . But up until about two weeks ago, all the focus was on the importance of fighting in the Arctic. The US has been training hard to fight in one of the most inhospitable places on Earth, as you’ll see in the Breakout.... — Gerry Doyle Market Snapshot Lockheed Martin Corp $664.15 -1.1% Boeing Co/The $225.00 -2.6% Northrop Grumman Corp $747.34 -1.2% RTX Corp $208.23 -0.7% Market data as of 08:45 AM ET. Data is subject to provider delays. Breakout The Arctic is a terrible place for a war. Temperatures wreck equipment and drain batteries, while waist-deep snow makes doing infantry stuff slow and unpleasant. The Arctic is also where, until recently, a l...
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top Upgrades: TD Cowen upgraded Rivian (RIVN) to Buy from Hold with a price target of $20, up from $17, following a detailed R2 demand analysis. The firm sees full scale R2 demand at 212,000-335,000 units, suggesting up...
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top Upgrades: TD Cowen upgraded Rivian (RIVN) to Buy from Hold with a price target of $20, up from $17, following a detailed R2 demand analysis. The firm sees full scale R2 demand at 212,000-335,000 units, suggesting upside-to-consensus forecasts for 2027, the firm tells investors. Morgan Stanley upgraded CrowdStrike (CRWV) to Overweight from Equal Weight with a price target of $510, up from $487. The firm believes CrowdStrike is best positioned in security to outperform in coming years, saying the platform is "most able to gain share." Deutsche Bank upgraded Teladoc (TDOC) to Buy from Hold with an $11 price target. The firm views the stock's valuator as "compelling" at current share levels. BofA upgraded Hims & Hers (HIMS) to Neutral from Underperform with a price target of $23, up from $12.50. As part of the agreement with Novo Nordisk (NVO), the Wegovy maker has dropped its lawsuit, which the firm calls "a clear positive" as it removes litigation and related credit risk. Citi also upgraded Hims & Hers to Neutral from Sell with a price target of $24, up from $13.25.
Just_Super/iStock via Getty Images Accessing gold, for most traditional investors, means being constrained by the hours and limitations of traditional markets. You can meet anyone at any time to trade dollars for gold in person or order from a broker in the middle of the night, but only by expending significant energy and effort for a transaction that is far from instant. And to trade futures, exc...
Just_Super/iStock via Getty Images Accessing gold, for most traditional investors, means being constrained by the hours and limitations of traditional markets. You can meet anyone at any time to trade dollars for gold in person or order from a broker in the middle of the night, but only by expending significant energy and effort for a transaction that is far from instant. And to trade futures, exchange-traded funds (ETFs), or order bullion from brokers, you have to wait until business hours. However, those facts are changing very quickly. Tokenized gold changes the dynamic by merging physical gold’s legacy with blockchain’s 24/7 trading infrastructure, creating markets that never sleep. Even futures markets that trade electronically have maintenance breaks and may not capture price changes on weekends or holidays or due to geopolitical upheavals . No longer tied to the operating hours of exchanges and clearinghouses, tokenized gold represents the leap forward that gold needs to support a new global financial system. For more context, tokenized gold refers to digital tokens built on a blockchain that represent ownership of specific amounts of physical gold stored in audited vaults. For every token issued, there is a corresponding reserve of real gold held securely by the issuer. Investors can buy, sell, and trade these gold tokens just like other blockchain-based assets, and they can redeem them for physical gold if they choose. Unlike traditional gold products like bullion bars, coins, or ETFs, tokenized gold lives on digital ledgers where transactions happen at any hour of any day. This means that investors are no longer bound by exchange hours or settlement delays. A war, macroeconomic surprise, or market shock on a weekend can have an immediate pricing response in tokenized markets rather than waiting for Monday trading. This structure bridges the centuries-old trust in gold with modern digital access and internet-powered efficiency. It also allows you to trade g...
Date: March 10, 2026 Introduction As of early 2026, NVIDIA Corporation (NASDAQ: NVDA) has transcended its origins as a graphics card manufacturer to become the foundational architect of the global artificial intelligence economy. With a market capitalization fluctuating near $4.4 trillion, it stands as one of the most valuable and influential entities in the history of capital markets. NVIDIA is n...
Date: March 10, 2026 Introduction As of early 2026, NVIDIA Corporation (NASDAQ: NVDA) has transcended its origins as a graphics card manufacturer to become the foundational architect of the global artificial intelligence economy. With a market capitalization fluctuating near $4.4 trillion, it stands as one of the most valuable and influential entities in the history of capital markets. NVIDIA is no longer just a "chip company"; it is a provider of full-stack accelerated computing platforms that power everything from generative AI and drug discovery to autonomous robotics and national "Sovereign AI" initiatives. In the current landscape, NVIDIA’s hardware and software ecosystem—centered around the CUDA platform—functions as the "operating system" for the Intelligence Age, making it the most scrutinized and vital component of the global technology supply chain. Historical Background Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, NVIDIA’s journey began at a Denny’s restaurant with a vision to bring 3D graphics to the gaming and multimedia markets. The company’s invention of the Graphics Processing Unit (GPU) in 1999 redefined computer graphics and ignited the modern PC gaming market. The pivotal transformation occurred in 2006 with the launch of CUDA (Compute Unified Device Architecture). By allowing researchers and developers to use GPUs for general-purpose parallel processing, NVIDIA laid the groundwork for the deep learning revolution. This foresight allowed the company to pivot seamlessly into the data center market when the "Big Bang" of AI occurred in the early 2020s. From the launch of the H100 "Hopper" architecture in 2022 to the current dominance of the "Blackwell" and "Rubin" platforms, NVIDIA’s history is defined by a relentless, high-velocity innovation cycle that has consistently outpaced its competitors. Business Model NVIDIA’s business model has shifted from selling discrete components to providing integrated, liquid-cooled data ce...
Date: March 10, 2026 Introduction As of early 2026, NVIDIA Corporation (NASDAQ: NVDA) has transcended its origins as a graphics card manufacturer to become the foundational architect of the global artificial intelligence economy. With a market capitalization fluctuating near $4.4 trillion, it stands as one of the most valuable and influential entities in the history of capital markets. NVIDIA is n...
Date: March 10, 2026 Introduction As of early 2026, NVIDIA Corporation (NASDAQ: NVDA) has transcended its origins as a graphics card manufacturer to become the foundational architect of the global artificial intelligence economy. With a market capitalization fluctuating near $4.4 trillion, it stands as one of the most valuable and influential entities in the history of capital markets. NVIDIA is no longer just a "chip company"; it is a provider of full-stack accelerated computing platforms that power everything from generative AI and drug discovery to autonomous robotics and national "Sovereign AI" initiatives. In the current landscape, NVIDIA’s hardware and software ecosystem—centered around the CUDA platform—functions as the "operating system" for the Intelligence Age, making it the most scrutinized and vital component of the global technology supply chain. Historical Background Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, NVIDIA’s journey began at a Denny’s restaurant with a vision to bring 3D graphics to the gaming and multimedia markets. The company’s invention of the Graphics Processing Unit (GPU) in 1999 redefined computer graphics and ignited the modern PC gaming market. The pivotal transformation occurred in 2006 with the launch of CUDA (Compute Unified Device Architecture). By allowing researchers and developers to use GPUs for general-purpose parallel processing, NVIDIA laid the groundwork for the deep learning revolution. This foresight allowed the company to pivot seamlessly into the data center market when the "Big Bang" of AI occurred in the early 2020s. From the launch of the H100 "Hopper" architecture in 2022 to the current dominance of the "Blackwell" and "Rubin" platforms, NVIDIA’s history is defined by a relentless, high-velocity innovation cycle that has consistently outpaced its competitors. Business Model NVIDIA’s business model has shifted from selling discrete components to providing integrated, liquid-cooled data ce...
Image source: The Motley Fool. March 10, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Brent C. Bruun Chief Financial Officer — Anthony Pike Operator Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Service revenue -- $28.3 million for the quarter, up 27% year over year. -- $28.3 million for the quarter, up 27% year over year. Starlink data pool commitment...
Image source: The Motley Fool. March 10, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Brent C. Bruun Chief Financial Officer — Anthony Pike Operator Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Service revenue -- $28.3 million for the quarter, up 27% year over year. -- $28.3 million for the quarter, up 27% year over year. Starlink data pool commitment -- New contract for a second Starlink data pool, increasing the committed pool by 300% to $45 million over 18 months. -- New contract for a second Starlink data pool, increasing the committed pool by 300% to $45 million over 18 months. Full-year service revenue -- $98.4 million, a 2% increase; excluding non-recurring U.S. Coast Guard revenue, underlying service revenue grew 11%. -- $98.4 million, a 2% increase; excluding non-recurring U.S. Coast Guard revenue, underlying service revenue grew 11%. Subscriber growth -- Subscriber base expanded by approximately 2,000 vessels, a 28% year-over-year increase, reaching over 9,000 vessels under contract. -- Subscriber base expanded by approximately 2,000 vessels, a 28% year-over-year increase, reaching over 9,000 vessels under contract. CommBox Edge adoption -- Surpassed 1,000 CommBox Edge subscribers, with plans to launch a vessel-based managed IT solution in the coming weeks. -- Surpassed 1,000 CommBox Edge subscribers, with plans to launch a vessel-based managed IT solution in the coming weeks. Asia-Pacific acquisition -- Integrated over 800 vessels and 4,400 land-based subscribers through an Asia-Pacific maritime communications acquisition. -- Integrated over 800 vessels and 4,400 land-based subscribers through an Asia-Pacific maritime communications acquisition. Adjusted EBITDA -- $3.1 million for the quarter, the highest quarterly result of the year; $8.1 million for the full year. -- $3.1 million for the quarter, the highest quarterly result of the year; $8.1 million for the full year. Operating cost management -- Operating...
spawns/iStock via Getty Images As I watched crude oil ( USO ) climb by as much as 28% over the weekend, the Monday trading session was shaping up to be an ugly one for US stocks ( SPY ). More than a bump in the road, the sharp increase in the crucial energy commodity felt more like a crisis, even if for a moment. It wouldn't surprise me if traders and even anxious long-term investors were consider...
spawns/iStock via Getty Images As I watched crude oil ( USO ) climb by as much as 28% over the weekend, the Monday trading session was shaping up to be an ugly one for US stocks ( SPY ). More than a bump in the road, the sharp increase in the crucial energy commodity felt more like a crisis, even if for a moment. It wouldn't surprise me if traders and even anxious long-term investors were considering the possibility of betting against the S&P 500 to benefit from the quick (but so far, short-lived) pullback via an ETF like the ProShares Short S&P500 ( SH ). Today I will argue that, as much as it may be tempting to do so, owning SH is likely to be a bad move for nearly every market participant. Any profit made from a bet against the S&P 500 is likely to be a product of luck more than anything else and it's likely to reverse to a loss, given enough time. A Word on SH Before diving further into the case for shorting (or not) the stock market, let's talk about the basics of the ProShares Short S&P500 fund . Its goal is very simply to produce the inverse of the daily returns of the broad US equity index: if SPY is up +1% for the day, SH should be down -1%, and vice versa. The chart below helps to illustrate how the fund has, in fact, achieved its goal since the June 2006 inception, even if not perfectly (r-squared of 0.99). DM Martins Research The ETF has about $1 billion in AUM and has recently traded an average daily volume of 22.5 million shares. Considering the $37 share price, the 83% daily turnover suggests that SH is primarily used as a day-trading instrument. For this reason, most people that ever owned SH probably did not mind the hefty 0.89% annual expense ratio, but appreciated the tight bid-ask spreads of only around 0.03%. Why Bet Against the Stock Market Fundamentally, I understand why some might be tempted to short the S&P 500. In fact, consider the tariff fiasco of 2025 that still rears its ugly head every now and then the current geopolitical crisis that ...
(RTTNews) - Transcontinental Inc. (TCL_A.TO) reported a profit for first quarter that Drops, from last year The company's bottom line totaled $29.7 million, or $0.36 per share. This compares with $56.6 million, or $0.67 per share, last year. Excluding items, Transcontinental Inc. reported adjusted earnings of $6.7 million or $0.08 per share for the period. The company's revenue for the period rose...
(RTTNews) - Transcontinental Inc. (TCL_A.TO) reported a profit for first quarter that Drops, from last year The company's bottom line totaled $29.7 million, or $0.36 per share. This compares with $56.6 million, or $0.67 per share, last year. Excluding items, Transcontinental Inc. reported adjusted earnings of $6.7 million or $0.08 per share for the period. The company's revenue for the period rose 2.3% to $263.5 million from $257.7 million last year. Transcontinental Inc. earnings at a glance (GAAP) : -Earnings: $29.7 Mln. vs. $56.6 Mln. last year. -EPS: $0.36 vs. $0.67 last year. -Revenue: $263.5 Mln vs. $257.7 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.