Google's ( GOOG ) ( GOOGL ) Gemini and Anthropic's ( ANTHRO ) Claude are continuing to gain share among consumers at the expense of OpenAI's ( OPENAI ) ChatGPT, investment firm BNP Paribas said, citing a recent survey. According to the proprietary survey, Gemini's share of website visits and average monthly daily active users increased to 26.2% and 15.1%, respectively, from 24.8% and 14.3% in Janu...
Google's ( GOOG ) ( GOOGL ) Gemini and Anthropic's ( ANTHRO ) Claude are continuing to gain share among consumers at the expense of OpenAI's ( OPENAI ) ChatGPT, investment firm BNP Paribas said, citing a recent survey. According to the proprietary survey, Gemini's share of website visits and average monthly daily active users increased to 26.2% and 15.1%, respectively, from 24.8% and 14.3% in January. Meanwhile, Claude said a similar increase, rising to 3.6% and 0.8%, respectively, from 2.4% and 0.5% in January. Claude has seen a significant rise in downloads on the iOS App Store amid the ongoing spat between its parent company, Anthropic, and the U.S. federal government. BNP's survey included between 500 and 1,200 respondents, who were asked 10 AI related questions. Some of the other findings include that current AI usage is largely centered on tasks such as non-transactional research and writing, while nearly one-third of respondents said they had never used AI to make a purchase decision. Roughly 60% of respondents said they spent additional time verifying the results of the chatbots. Other findings include that verification activity took place on Google or other search engines, as more than one-third of respondents worried about inaccurate information. More on Alphabet, Anthropic and OpenAI Alphabet: Apple AI Deal Is The Biggest Blind Spot Alphabet Inc. (GOOGL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Alphabet: Respect The Capex Cycle OpenAI rolls out Codex Security agent; cybersecurity stocks show mixed reactions Microsoft, Google say Anthropic products still available to customers despite Pentagon blacklist
In a desperate bid to transport oil from the US Gulf Coast to Asia, shippers have taken the unusual step of booking smaller vessels as costs soar for the massive tankers typically used. The move signals Asian buyers are looking past the Middle East to secure much-needed crude as the war in the Middle East escalates, making larger vessels less available and extremely expensive. Each Aframax typical...
In a desperate bid to transport oil from the US Gulf Coast to Asia, shippers have taken the unusual step of booking smaller vessels as costs soar for the massive tankers typically used. The move signals Asian buyers are looking past the Middle East to secure much-needed crude as the war in the Middle East escalates, making larger vessels less available and extremely expensive. Each Aframax typically carries about 700,000 barrels of crude, meaning it takes about three such vessels to move the same volume as a single very large crude carrier. While Aframax shipments are typically more expensive on a per-barrel basis, they can be secured faster, allowing traders to move barrels despite the tight freight market. Read More: US-to-Asia Oil Shipment Costs Hit a Record, Some Deals Falter Several Aframax vessels recently have been booked to carry crude from the Gulf Coast to Singapore loading in mid-March, including the Sea Turtle and Kalahari booked by ST Shipping , the shipping arm of Glencore Plc , and the Alicante, chartered by Thailand’s PTT, according to traders and shipping fixtures seen by Bloomberg. “When a national oil company in Asia starts pulling crude from the Gulf Coast, it usually means the market is scrambling to replace barrels that are no longer reliably available from the Persian Gulf,” said Julian Renton, an analyst at East Daley Analytics. “One of the earliest signals is smaller parcel movements rather than full VLCC cargoes.”
Did Trump Force China's Hand? Beijing Nears 500-Jet Boeing Deal Ahead Of Xi Summit Boeing shares moved higher in late-afternoon trading in New York after Bloomberg News reported that the planemaker may be nearing one of the largest sales in its history, potentially to be unveiled during President Trump's trip to China later this month. People familiar with the potential Boeing-China jet deal said ...
Did Trump Force China's Hand? Beijing Nears 500-Jet Boeing Deal Ahead Of Xi Summit Boeing shares moved higher in late-afternoon trading in New York after Bloomberg News reported that the planemaker may be nearing one of the largest sales in its history, potentially to be unveiled during President Trump's trip to China later this month. People familiar with the potential Boeing-China jet deal said it could be announced during President Trump's trip to Beijing from March 31 to April 2. They said the deal includes a 500-plane order for 737 Max jets, with additional talks covering approximately 100 widebody aircraft, including 787 Dreamliners and 777Xs. Boeing aircraft have long been at the center of US-China trade talks, as well as tit-for-tat trade disputes. If the deal materializes, it would mark one of Boeing's biggest sales ever and end years of a Chinese jet sales drought. Bloomberg offered a caveat: There's a chance that the talks could reach an impasse and a deal not be completed, they cautioned. The nation's leaders were closing in on a similar agreement last year and in 2023. The two sides are still negotiating the specifics of the announcement, with the US pushing for a firm commitment and not just a headline-grabbing dollar value, said one of the people. Shares of Boeing jumped about 2% on the news. Bloomberg noted that Boeing declined to comment, while China's Ministry of Commerce did not respond to a request for comment. We caution that the report relies on unnamed sources. Our view is that a headline like this appears highly unusual ( the scale of the order suggest more than simply a gesture of goodwill ), particularly as Trump has moved to squeeze Beijing's access to cheap crude from Venezuela and Iran. Even with the risk of an energy shock, Beijing now appears to be on the verge of buying a record number of U.S. commercial jets, which suggests Trump may have gained some leverage (perhaps through his two-month crusade with America's military) ahead of th...
hapabapa OpenAI ( OPENAI ) has started rolling out Codex Security, an application security agent designed to help developers identify critical vulnerabilities without being inundated by a barrage of false positives and reports on insignificant bugs. Unlike when rival Anthropic ( ANTHRO ) released Claude Code Security last month, prompting an array of cybersecurity stocks to fall, reactions to Code...
hapabapa OpenAI ( OPENAI ) has started rolling out Codex Security, an application security agent designed to help developers identify critical vulnerabilities without being inundated by a barrage of false positives and reports on insignificant bugs. Unlike when rival Anthropic ( ANTHRO ) released Claude Code Security last month, prompting an array of cybersecurity stocks to fall, reactions to Codex Security were mixed. During Friday afternoon trading, CrowdStrike ( CRWD ) had inched down 0.5%, Cloudflare ( NET ) had edged up 0.5%, Zscaler ( ZS ) was relatively static, and Fortinet ( FTNT ) had declined 1.5%. Codex Security begins rolling out today in research preview for ChatGPT Enterprise, Business, and Edu subscribers via Codex web. OpenAI is offering it for free over the next month. "Context is essential when evaluating real security risks, but most AI security tools simply flag low-impact findings and false positives, forcing security teams to spend significant time on triage," OpenAI said . " At the same time, agents are accelerating software development, making security review an increasingly critical bottleneck. Codex Security addresses both challenges. By combining agentic reasoning from our frontier models with automated validation, it delivers high-confidence findings and actionable fixes so teams can focus on the vulnerabilities that matter and ship secure code faster." The release follows OpenAI's launch of GPT-5.4 Thinking on Thursday, which was designed to help professionals complete tasks such as building spreadsheets, presentations, and documents. More on OpenAI Wall Street Lunch: ChatGPT Tops 800M Weekly Active Users Microsoft: An OpenAI Problem (Rating Upgrade) 2027: Defense Boom As The AI Trade Unwinds Wedbush downgrades Trade Desk on OpenAI deal hype SoftBank seeks up to $40B loan to fund OpenAI investment, Bloomberg News reports
Earnings Call Insights: Allient Inc. (ALNT) Q4 2025 Management View Richard Warzala, Chairman, CEO & President, stated that 2025 closed with "improving momentum across the business" and summarized the quarter as driven by "improving industrial demand, disciplined execution across the organization, and structural margin expansion driven by our Simplify to Accelerate NOW program." He emphasized that...
Earnings Call Insights: Allient Inc. (ALNT) Q4 2025 Management View Richard Warzala, Chairman, CEO & President, stated that 2025 closed with "improving momentum across the business" and summarized the quarter as driven by "improving industrial demand, disciplined execution across the organization, and structural margin expansion driven by our Simplify to Accelerate NOW program." He emphasized that the improvement reflected "operating leverage," "improved mix," and sustained cost discipline, with strong trends in industrial and vehicle verticals, and steady medical and aerospace & defense performance. Warzala highlighted that the company delivered "record gross margins for the year," expanded operating income faster than revenue, and generated "record operating cash flow," which contributed to significant net debt reduction. He noted that the company targeted $6 million to $7 million in structural savings for 2025 and made "meaningful progress on that target." James Michaud, Senior VP & CFO, reported, "Fourth quarter revenue increased 17% year-over-year to $143.4 million, including 15% organic growth on a constant currency basis." Michaud detailed that industrial revenue grew 24%, vehicle revenue rose 35%, and medical increased 9%, while aerospace & defense declined 5%. He also stated, "gross margin expanded 90 basis points year-over-year to 32.4%." Michaud added, "operating income increased 76% to $11.4 million or 7.9% of revenue" and "net income for the quarter more than doubled to $6.4 million or $0.38 per diluted share." Adjusted EBITDA reached $19 million or 13.3% of revenue for the quarter, and year-end net debt declined to $139.7 million, reducing the leverage ratio to 1.82x from 3.01x in 2024. Outlook Warzala noted, "order trends improved" in Q4, with a book-to-bill ratio "slightly above 1x" and backlog ending the year at approximately $233 million, "with the majority expected to convert within 3 to 9 months." He remarked, "as we look into 2026, we believe we...
Thales Antonio/iStock Editorial via Getty Images Petróleo Brasileiro: ~7% FWD Yield Meets 5.5x FWD P/E I last analyzed Petrobras (NYSE: PBR ) stock on Jan 29 with an article titled “Venezuela Catalysts Can Benefit Suncor Energy More Than Petrobras.” It focused on the developments in Venezuela and rated PBR as a hold. Since then, a few new developments have emerged in terms of macroeconomics (in pa...
Thales Antonio/iStock Editorial via Getty Images Petróleo Brasileiro: ~7% FWD Yield Meets 5.5x FWD P/E I last analyzed Petrobras (NYSE: PBR ) stock on Jan 29 with an article titled “Venezuela Catalysts Can Benefit Suncor Energy More Than Petrobras.” It focused on the developments in Venezuela and rated PBR as a hold. Since then, a few new developments have emerged in terms of macroeconomics (in particular the Iran conflict and its impact on global oil prices) and PBR’s specific financials, announced in the last Q4 2025 earnings report (ER), as shown in the snapshot below. Seeking Alpha With heightened geopolitical risks, I feel it’s especially timely to focus on the return vector that involves the least degree of uncertainty. The vector with the least ambiguity is dividend in my book. As such, this article will focus on the changes in PBR’s dividends and, more importantly, my forward view for future payouts. In the end, my assessment is that the lucrative dividend, especially when combined with low P/E, provides such a thick cushion and makes the stock a solid hold amid global oil uncertainties. This high-yield and low-P/E combination is so extreme that it appears absurd to me. As detailed next, the stock's FWD dividend hovers around 7%, which is higher than its FWD P/E of 5.5x by a good gap (that is, if you only consider the numerical values without the percentage sign). Seeking Alpha PBR Stock: Latest Dividend Announcement In tandem with the ER, the PBR board just approved the latest dividend payout. The approval brought the full-year payout to R$41.2 (with more details quoted below). At the current FX rate, this translates into about $7.77 billion US dollars. TipRanks News (Mar 6, 2026): On March 5, 2026, Petrobras ’ board approved a proposal to submit to the April 16, 2026, Annual General Meeting a distribution of R$ 8.1 billion in shareholder remuneration for the fourth quarter of 2025, bringing total 2025 payouts to R$ 41.2 billion after Selic-rate adjustments...
Jade Biosciences, Inc. press release ( JBIO ): Net loss totaled $31.9 million for the fourth quarter ended December 31, 2025, compared to a net loss of $30.1 million for the quarter ended December 31, 2024. As of December 31, 2025, Jade had cash, cash equivalents, and investments of $336.2 million. More on Jade Biosciences, Inc. Seeking Alpha’s Quant Rating on Jade Biosciences, Inc. Historical ear...
Jade Biosciences, Inc. press release ( JBIO ): Net loss totaled $31.9 million for the fourth quarter ended December 31, 2025, compared to a net loss of $30.1 million for the quarter ended December 31, 2024. As of December 31, 2025, Jade had cash, cash equivalents, and investments of $336.2 million. More on Jade Biosciences, Inc. Seeking Alpha’s Quant Rating on Jade Biosciences, Inc. Historical earnings data for Jade Biosciences, Inc. Dividend scorecard for Jade Biosciences, Inc.
In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Jon Quast discuss: Trump's tariffs. GLP-1 data. Inflation. Walmart 's earnings. 's earnings. Doordash's results. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. This podcast was r...
In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Jon Quast discuss: Trump's tariffs. GLP-1 data. Inflation. Walmart 's earnings. 's earnings. Doordash's results. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. This podcast was recorded on Feb. 20, 2026. Travis Hoium: Breaking news: the Supreme Court has struck down Trump's tariffs. What's next? Motley Fool Money starts now. Welcome to Motley Fool Money. I'm Travis Hoium, joined by Lou Whiteman and Jon Quast. Guys, we had a show planned, and about three minutes before we started. We got news that the tariffs that Trump implemented last year have been overturned by the Supreme Court. We're still trying to process all this information, but Lou, there was a lot of data that came out today. GDP came in a little bit worse than expected at 1.4% growth year over year. Inflation was a little bit hotter than expected, with that core inflation number up 3% year over year. Now we get this tariff news. What in the world should we be thinking? Lou Whiteman: Chaos. The vast form of chaos. It's more complicated than you think because it was only some of the tariffs that were struck down. They were the ones that were put in place due to emergency situations where all of a sudden everything was an emergency. Look, let's break it down real quick. The tariff case, the Supreme Court said, "We don't know what to do about compensation." That needs to play out. The administration claims they have other ways to do this. I think that's just a big, who knows? I can't really break it down. Travis Hoium: Let's talk about that compensation part because that is interesting. This isn't going to be, "Hey, these are overturned, and here's your $175 billion or so back." That may eventually happen, but we are in limbo. If you own a stock that has been paying tariffs, you may get a w...
In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Jon Quast discuss: Trump's tariffs. GLP-1 data. Inflation. Walmart 's earnings. 's earnings. Doordash's results. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. Will AI create the world's first trillionaire?...
In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Jon Quast discuss: Trump's tariffs. GLP-1 data. Inflation. Walmart 's earnings. 's earnings. Doordash's results. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. 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 » A full transcript is below. Should you buy stock in DoorDash right now? Before you buy stock in DoorDash, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and DoorDash wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $534,817!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,123,912!* Now, it’s worth noting Stock Advisor’s total average return is 964% — a market-crushing outperformance compared to 192% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 6, 2026. This podcast was recorded on Feb. 20, 2026. Travis Hoium: Breaking news: the Supreme Court has struck down Trump's tariffs. What's next? Motley Fool Money starts now. Welcome to Motley Fool Money. I'm Travis Hoium, joined by Lou Whiteman and Jon Quast. Guys, we had a show planned, and about three minutes before we started. We got news that the tariffs that Trump implemented last year have been overturned by the Supreme Court. We're...
Bloomberg's Donal Griffin joins Caroline Hyde and Isabelle Lee on "Bloomberg Real Yield" to discuss the collapse of Market Financial Solutions. Founder Paresh Raja has withdrawn from public view, with his whereabouts one of many questions surrounding the sudden unraveling of MFS on Feb. 25. (Source: Bloomberg)
Bloomberg's Donal Griffin joins Caroline Hyde and Isabelle Lee on "Bloomberg Real Yield" to discuss the collapse of Market Financial Solutions. Founder Paresh Raja has withdrawn from public view, with his whereabouts one of many questions surrounding the sudden unraveling of MFS on Feb. 25. (Source: Bloomberg)
We are in the thick of a massive push to incorporate generative AI into almost every aspect of our lives, but it is still easy to be confused about what it is and how it works. It doesn’t help that many of gen AI’s proponents and detractors both speak about it with a feverish hyperbole that comes across like fantastical ad copy. And the rate at which AI firms release new iterations of their produc...
We are in the thick of a massive push to incorporate generative AI into almost every aspect of our lives, but it is still easy to be confused about what it is and how it works. It doesn’t help that many of gen AI’s proponents and detractors both speak about it with a feverish hyperbole that comes across like fantastical ad copy. And the rate at which AI firms release new iterations of their products can make it hard to keep track of what’s going on in the industry as a whole. In The AI Doc: Or How I Became an Apocaloptimist, codirectors Daniel Roher and Charlie Tyrell attempt to make sense of this moment in gen AI’s rise to prominence The film features researchers, developers, and gen AI company CEOs — the exact people you would want to see a documentarian speak with about this genesis and possible future of this technology. But as much excellent access as The AI Doc’s production team was able to secure, the documentary barely makes an effort to use it effectively. The AI Doc is imaginatively produced with clever art direction, but it lacks substance and doesn’t say anything truly insightful about its subject matter. At a time when people could really use a thoughtful primer about how gen AI is already impacting their lives, this documentary fails to meet the moment. The AI Doc is also a story about one man’s (codirector Roher) general anxieties about gen AI’s impacts on society. Early into the film, Roher (who won an Oscar in 2023 for his documentary Navalny) introduces himself as someone who doesn’t have the strongest grasp on what models like ChatGPT, Claude, and Gemini really are. But he has heard portentous headlines about how gen AI could give rise to sentiment machines that destroy humanity, which scares him because he and his wife — Caroline Lindy — are expecting a baby. Roher wants a better understanding of this new technology that makes him wonder what kind of world his child will be born into. So, he sets out to speak with a number of experts with differe...
Douglas Rissing Federal Reserve Bank of Cleveland President Beth Hammack said Friday that interest rates may need to stay on hold for "quite some time" as policymakers weigh above-target inflation against a cooling labor market, reiterating guidance she has given in recent weeks. The central bank's current policy stance is "in good position" following last year's rate reductions, Hammack said in r...
Douglas Rissing Federal Reserve Bank of Cleveland President Beth Hammack said Friday that interest rates may need to stay on hold for "quite some time" as policymakers weigh above-target inflation against a cooling labor market, reiterating guidance she has given in recent weeks. The central bank's current policy stance is "in good position" following last year's rate reductions, Hammack said in remarks prepared for delivery at an event in New York. The Fed lowered its policy rate by 75 basis points last year, leaving the target range at 3.5%-3.75%. " Under my base case, I think policy should be on hold for quite some time as we see evidence that inflation is coming down and the labor market stabilizes further. But it’s easy to envision other scenarios, as well, so I see two-sided risks to rates." Hammack said inflation remains "too high" and pressures appear broad-based across the economy, especially as oil prices spike amid the war in Iran. Businesses in her contacts continued to report rising costs from tariffs and higher prices for health insurance and electricity. At the same time, the labor market has softened over the past year, with February nonfarm payrolls unexpectedly contracting. The outlook for rates carries risk in both directions, she added , depending on how inflation and employment develop in the coming months. But with policy now near a neutral level, Hammack, who is a voting member of the rate-setting Federal Open Market Committee this year, said officials can take time to see how the economy evolves. The Cleveland Fed chief also focused on the global role of the U.S. dollar ( DXY ), saying its dominance is still secure thanks to strong U.S. institutions and the legal system. She said there are currently no credible rivals capable of displacing the dollar as the world's reserve currency. More on US Dollar Index, Invesco DB USD Bullish ETF, etc. How The Mideast War Impacts Oil, Gas, And U.S. Stocks The War Continues To Roil The Markets USD Stableco...
AtaiBeckley press release ( ATAI ): Q4 GAAP EPS of -$1.73. Revenue of $1.06M. More on AtaiBeckley AtaiBeckley Inc. (ATAI) Discusses Positive Topline Results F Psychedelics stocks could benefit from marijuana rescheduling: Jefferies Seeking Alpha’s Quant Rating on AtaiBeckley
AtaiBeckley press release ( ATAI ): Q4 GAAP EPS of -$1.73. Revenue of $1.06M. More on AtaiBeckley AtaiBeckley Inc. (ATAI) Discusses Positive Topline Results F Psychedelics stocks could benefit from marijuana rescheduling: Jefferies Seeking Alpha’s Quant Rating on AtaiBeckley