In a market where many high-flying technology stocks are facing intense scrutiny and volatility, semiconductor giant Micron Technology (NASDAQ: MU) is decisively breaking from the pack. Micron Technology’s stock price has risen by more than 340% over the past year, demonstrating powerful upward momentum that is outpacing the broader market’s gains. This striking divergence signals a fundamental sh...
In a market where many high-flying technology stocks are facing intense scrutiny and volatility, semiconductor giant Micron Technology (NASDAQ: MU) is decisively breaking from the pack. Micron Technology’s stock price has risen by more than 340% over the past year, demonstrating powerful upward momentum that is outpacing the broader market’s gains. This striking divergence signals a fundamental shift that watchful investors are beginning to notice. The narrative of the artificial intelligence (AI) revolution is entering a new chapter. While the spotlight has long been on the makers of powerful graphics processing units (GPUs), the industry’s most critical bottleneck has quietly moved to the advanced, high-speed memory required to utilize them. This pivot places Micron squarely at the center of the AI hardware boom’s next lucrative phase. Why AI’s Thirst for Memory Is a Golden Opportunity The development of sophisticated AI models is one of the most computationally demanding tasks ever undertaken. At the heart of this process are GPUs, but their power is entirely dependent on how quickly they can access data. This is where High-Bandwidth Memory (HBM) becomes the kingmaker. Think of a GPU as a world-class factory; HBM is the high-speed logistics network that ensures raw materials (data) are delivered fast enough to keep the production lines running at maximum capacity. Without sufficient memory bandwidth, the AI factory will quickly grind to a halt. This indispensable role has turned HBM into a golden ticket. The market is a tight oligopoly, with Micron, SK Hynix, and Samsung (OTCMKTS: SSNLF) being the only major suppliers capable of producing HBM at scale. This limited supply of a mission-critical component has given Micron immense pricing power, a reality now clearly visible in its financial statements. In its first fiscal quarter of 2026, Micron reported an earnings per share (EPS) of $4.78, crushing analyst estimates of $3.77. The company's forecast for its second...
美國土安全部長諾姆被免職 將轉任西半球事務特使 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國國土安全部長諾姆被免職，將轉任西半球事務特使。 諾姆在田納西州納什維爾市出席活動時沒有談及自己被免職，她之後發文感...
美國土安全部長諾姆被免職 將轉任西半球事務特使 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國國土安全部長諾姆被免職，將轉任西半球事務特使。 諾姆在田納西州納什維爾市出席活動時沒有談及自己被免職，她之後發文感謝總統特朗普的任命，期待與國務卿魯比奧等人合作打擊販毒集團。特朗普早前發文宣布，提名俄克拉荷馬州參議員馬林接替諾姆出任國土安全部長，月底生效。特朗普讚揚諾姆過往工作表現良好，在加強邊境執法等任務取得驚人成果。馬林感謝特朗普任命他帶領國土安全部，會盡力爭取民主共和兩黨議員支持，白宮指期望國會盡快通過任命。
The list of companies, with market caps of up to $2 billion, that saw the highest interest from short sellers was the same as the previous month. However, their SI% saw a slight variation. Short interest in DeFi Development ( DFDV ) rose to 23.62%, with the company occupying the top spot in the list. Among those with the lowest SI, Bgin Blockchain ( BGIN ) continued to lead the list. BitFuFu ( FUF...
The list of companies, with market caps of up to $2 billion, that saw the highest interest from short sellers was the same as the previous month. However, their SI% saw a slight variation. Short interest in DeFi Development ( DFDV ) rose to 23.62%, with the company occupying the top spot in the list. Among those with the lowest SI, Bgin Blockchain ( BGIN ) continued to lead the list. BitFuFu ( FUFU ) was the new entrant in the list with an SI of 0.47%. Here are the five most shorted crypto stocks with market capitalizations of up to $2 billion (as a % of shares outstanding) DeFi Development ( DFDV ), Short interest: 23.62% Strive Asset Management ( ASST ), Short interest: 20.45% Bit Digital ( BTBT ), Short interest: 19.62% KULR Technology Group ( KULR ), Short interest: 18.36% Gemini Space Station ( GEMI ), Short interest: 16.98% Here are the five least shorted crypto stocks with market capitalizations of up to $2 billion (as a % of shares outstanding) Bgin Blockchain ( BGIN ), Short interest: 0.03% Grayscale Bitcoin Cash Trust ( BCHG ), Short interest: 0.09% USBC ( USBC ), Short interest: 0.17% Grayscale Zcash Trust ( ZCSH ), Short interest: 0.29% BitFuFu ( FUFU ), Short interest: 0.47% Seeking Alpha More on Crypto Gemini Space Station: Not Chasing This Crypto Turnaround Yet BitFuFu: Undervalued After A Full Operational Reset Gemini Space Station: Losses Outpace Scale Most and least shorted financial stocks with up to $2B market cap in early March BitFuFu says February bitcoin production slips slightly; holds 1,830 BTC
Nvidia Corp. has long been the world’s AI kingmaker. Now, the Trump administration is considering taking a formal role in the industry that would include similarly sweeping powers. US officials have written draft regulations that would restrict AI chip shipments to anywhere in the world without American approval, giving Washington broad control over whether other countries can build facilities for...
Nvidia Corp. has long been the world’s AI kingmaker. Now, the Trump administration is considering taking a formal role in the industry that would include similarly sweeping powers. US officials have written draft regulations that would restrict AI chip shipments to anywhere in the world without American approval, giving Washington broad control over whether other countries can build facilities for training and running artificial-intelligence models — and under what conditions. The proposed regulations would require companies to seek US permission for virtually all exports of AI accelerators from the likes of Nvidia and Advanced Micro Devices Inc. , a global expansion of curbs that currently cover around 40 countries, according to people familiar with the matter. These chips are the most coveted components in the tech world. Companies like OpenAI and Alphabet Inc. buy them by the thousands to install in data centers that run services like ChatGPT and Gemini. President Donald Trump’s team has said repeatedly that they want the world to use American AI, and the draft rules aren’t meant to function as an Nvidia export ban. Rather, the regulation would set up the US government as gatekeeper for the AI industry: Companies — and in some cases, their governments — would have to seek the blessing of the US Commerce Department to buy the precious accelerators. How Trump’s team decides to dole out those licenses would then determine whether countries are able to build critical digital infrastructure, technology that many world leaders see as key to economic growth, corporate competitiveness and military sovereignty. The specific approval process would depend on how much computing power a company wants, said the people, who asked not to be named discussing an ongoing policy debate. Shipments of up to 1,000 of Nvidia’s latest GB300 graphics processing units, or GPUs, would undergo a fairly simple review with certain exemption opportunities. Companies building bigger clusters wou...
The investing strategy of famous investor Cathie Wood and her Ark Invest exchange-traded funds (ETFs) centers around disruption and innovation. Ark states explicitly on its website that "Innovation should displace industry incumbents, increase efficiencies, and gain majority market share" -- hence the firm's approach. For the most part, such disruptive businesses plow their free cash flow back int...
The investing strategy of famous investor Cathie Wood and her Ark Invest exchange-traded funds (ETFs) centers around disruption and innovation. Ark states explicitly on its website that "Innovation should displace industry incumbents, increase efficiencies, and gain majority market share" -- hence the firm's approach. For the most part, such disruptive businesses plow their free cash flow back into keeping the innovation train running rather than funneling it toward shareholder remuneration. But even with Ark's emphasis on these types of companies, there are a few notable dividend payers scattered throughout its ETFs, among them Nvidia (NASDAQ: NVDA) , BYD (OTC: BYDDY) , and Meta Platforms (NASDAQ: META) . Nvidia is a monster tech stock these days, mainly because it produces the advanced graphics processing units (GPUs) that are the "brains" of choice for handling artificial intelligence (AI) workloads. So it's a top pick for investors who are -- justifiably, in my opinion -- bullish on the technology's future. Continue reading
The company is backed by several investors, including General Motors and Tencent Holdings. Credit: Robert Way / Shutterstock.com Chinese autonomous driving technology firm Momenta has confidentially filed for an initial public offering (IPO) in Hong Kong. Bloomberg reported that the company is working with China International Capital Corp. (CICC) and Deutsche Bank on the planned listing. The compa...
The company is backed by several investors, including General Motors and Tencent Holdings. Credit: Robert Way / Shutterstock.com Chinese autonomous driving technology firm Momenta has confidentially filed for an initial public offering (IPO) in Hong Kong. Bloomberg reported that the company is working with China International Capital Corp. (CICC) and Deutsche Bank on the planned listing. The company may aim to raise at least $1bn through the IPO although deliberations are ongoing and no final decisions have been made. Momenta has been holding meetings with potential investors to assess early interest in the offering, the report added. Additional banks could also be brought into the deal at a later stage. Momenta had previously explored a listing in the US and confidentially filed for an IPO in 2024. At that time, it was working with CICC, Goldman Sachs Group and UBS Group on the application, which has since lapsed. The company is backed by several investors, including General Motors and Tencent Holdings. General Motors announced a $300m investment in Momenta in 2021 to support the development of self-driving technology for its vehicles in China. Founded in 2016 by a group of artificial intelligence engineers from Microsoft Research Asia, Momenta was valued at more than $5bn during a funding round last year. Its other backers from the automotive sector include Mercedes-Benz, SAIC Motor and Toyota Motor, along with investors such as Temasek Holdings and Jack Ma’s Yunfeng Capital. The company also maintains partnerships with Uber Technologies on robotaxi projects and with Grab Holdings. More recently, Mercedes-Benz and Momenta expanded their collaboration in China following the launch of the all-electric CLA. Their partnership focuses on deploying advanced driving and parking technologies designed for densely populated urban environments in the country. Just Auto has contacted Momenta for comment.
Keir Starmer has said the Iran conflict engulfing the Middle East could continue “for some time” as he urged Donald Trump that the “best way forward” longer term was a negotiated settlement with Tehran. The prime minister said the UK was doing “everything we can” to de-escalate the situation, a clear contrast to the US president who is focused on regime change and has said it was “too late” for th...
Keir Starmer has said the Iran conflict engulfing the Middle East could continue “for some time” as he urged Donald Trump that the “best way forward” longer term was a negotiated settlement with Tehran. The prime minister said the UK was doing “everything we can” to de-escalate the situation, a clear contrast to the US president who is focused on regime change and has said it was “too late” for the Iranian regime to negotiate. At a Downing Street press conference, he defended his decision to block initial offensive strikes by the US and Israel at the weekend, saying he “stands by” his judgment but denying that it had damaged the special relationship. However, Starmer has faced some criticism from Gulf states and Cyprus for failing to do enough to protect regional allies and British citizens there from Iranian strikes. He has also been subject to personal attacks from Trump. The prime minister insisted that “all ministers” on the national security council had supported the UK position on the use of British bases, after reports he faced cabinet opposition, led by the energy secretary, Ed Miliband. In response, he told reporters that the UK would deploy “military and diplomatic strength” to protect British citizens, including four more Typhoon fighter jets being deployed to Cyprus on Thursday, as well as two anti-missile helicopters. But in a firm reprimand to his critics at home and abroad, he added: “It means having the strength to stand firm by our values and our principles, no matter the pressure to do otherwise. “The longstanding British position is that the best way forward for the regime and the world is a negotiated settlement with Iran where they give up their nuclear ambition. “Now that’s why I took the decision that the UK would not join the initial strikes on Iran by the US and Israel. That decision was deliberate. It was in the national interest, and I stand by it.” Starmer, who attended his second Cobra meeting on the conflict on Thursday, insisted the UK...
On February 17, 2026, Portolan Capital Management disclosed a buy of Baidu (NASDAQ:BIDU) , adding 259,101 shares in the fourth quarter for an estimated $32.16 million based on quarterly average pricing. According to a SEC filing dated February 17, 2026, Portolan Capital Management increased its stake in Baidu (NASDAQ:BIDU) by 259,101 shares during the fourth quarter. The estimated transaction valu...
On February 17, 2026, Portolan Capital Management disclosed a buy of Baidu (NASDAQ:BIDU) , adding 259,101 shares in the fourth quarter for an estimated $32.16 million based on quarterly average pricing. According to a SEC filing dated February 17, 2026, Portolan Capital Management increased its stake in Baidu (NASDAQ:BIDU) by 259,101 shares during the fourth quarter. The estimated transaction value is $32.16 million, calculated using the quarter's average closing price. The quarter-end value of the position increased by $33.85 million, reflecting both trading activity and share price appreciation. Baidu is a leading internet platform company in China, leveraging its core search, cloud, and artificial intelligence capabilities to drive growth. The company benefits from a diversified revenue base, strong market presence, and ongoing investment in AI-driven services. Its integrated approach positions Baidu as a key player in China's digital economy, serving both enterprise and consumer segments. Continue reading
Erik Isakson/DigitalVision via Getty Images Introduction Nebius ( NBIS ) is a leader in the data center/AI cloud business, providing customers impressive solutions while attracting powerful demand from a diverse pool of clients, from hyperscalers to startups growing into enterprises. On its website, Nebius presents itself as a company with unique internal resources that are critical to developing ...
Erik Isakson/DigitalVision via Getty Images Introduction Nebius ( NBIS ) is a leader in the data center/AI cloud business, providing customers impressive solutions while attracting powerful demand from a diverse pool of clients, from hyperscalers to startups growing into enterprises. On its website, Nebius presents itself as a company with unique internal resources that are critical to developing the most efficient AI cloud platform. It has a self-defined mandate to provide a development infrastructure that frees software and AI developers from diverting energies from their primary tasks. “Severe GPU scarcity and struggles with MLOps are forcing.. . engineers to more and more divert focus from model development. Such a shift harms the productivity of these specialists, who are...pushed to solve infrastructure issues instead of doing their core job." Nebius is marrying hardware and software in a way that lets these talented engineers focus on development work (note that "ML" stands for machine learning): "There’s a gap between ML engineers and the infrastructure they can get from the market. We’re closing such a gap by bringing together three pieces: hardware, software, and ML proficiency.. . the decision to build a 10K GPU cluster, a scalable infrastructure of 10,000-plus cards, was a natural one. Nebius software enables us to provide orchestrated machines on top of that, with diverse tools enhancing the setup.” Add to this knowledge base and experience in-house machine learning capabilities (this also from the Nebius website ): "To build a full-fledged ML platform — an end-to-end management solution for the entire ML workflow — we realized it’s necessary to perform large-scale distributed training in-house." So Nebius created its in-house AI R&D team led by a research engineer with more than a decade of experience leading complex AI projects. This is an example of the practical and creative solutions Nebius incorporates as part of its business operations. CEO Arkad...
In this article BX Follow your favorite stocks CREATE FREE ACCOUNT Howard Marks, co-chairman, Oaktree Capital. Courtesy David A. Grogan | CNBC Veteran investor Howard Marks said he doesn't see a widespread problem brewing in private credit, but warned that the sector's rapid expansion over the past 15 years could expose weaker lenders when markets eventually turn. "There's not a systemic problem w...
In this article BX Follow your favorite stocks CREATE FREE ACCOUNT Howard Marks, co-chairman, Oaktree Capital. Courtesy David A. Grogan | CNBC Veteran investor Howard Marks said he doesn't see a widespread problem brewing in private credit, but warned that the sector's rapid expansion over the past 15 years could expose weaker lenders when markets eventually turn. "There's not a systemic problem with private credit," Marks, co-chairman and co-founder of Oaktree Capital, said Thursday on CNBC's " Money Movers ." The noted investor said that the risk stems from the pace of expansion in direct lending, which has ballooned to a market now exceeding $1 trillion from its early development around 2011. His comments come as sentiment toward direct lenders has soured following the collapse of auto-related borrowers Tricolor and First Brands. Much of the concern has centered on loans made to software companies as investors worry that artificial intelligence could disrupt those businesses. "There's a saying in the banking business that the worst of loans are made in the best of times. We've seen 17 years of good times. When the stuff hits the fan, or as Warren Buffett would say, when the tide goes out, we will find out whose credit analysis was discerning, who made fewer software loans to the better company," Marks said. The pressure has already begun to show up in fund flows. Investors pulled nearly 8% from Blackstone Inc.'s flagship private credit fund in the most recent quarter, highlighting growing caution among allocators. Marks said it's impossible to predict when exactly the cycle will turn. "The things that affect the investment world so profoundly are the things that were not foreseen," Marks said. "If they could be foreseen ... anticipated and adjusted to and factored into prices, they wouldn't have that cataclysmic effect."
O'Reilly Automotive (ORLY 0.18%) might not get the attention it deserves from the investment community. That's because it's in the business of selling aftermarket auto parts, which isn't the most exhilarating activity. The performance is far from sleepy, however. This retail stock crushed the S&P 500 index in the trailing-five-year period, putting up a 215% return (as of Feb. 27). And it's not eve...
O'Reilly Automotive (ORLY 0.18%) might not get the attention it deserves from the investment community. That's because it's in the business of selling aftermarket auto parts, which isn't the most exhilarating activity. The performance is far from sleepy, however. This retail stock crushed the S&P 500 index in the trailing-five-year period, putting up a 215% return (as of Feb. 27). And it's not even a close race. Can O'Reilly beat the market in the future? Earnings growth is set to continue In the past 10 years, O'Reilly's diluted earnings per share (EPS), adjusted for the 15-for-1 stock split in June 2025, increased at a compound annual rate of 17.1%. On its own, this is a wonderful trend that showcases durable fundamental strength. What's more impressive, though, is that there was never a year that saw this profit figure decline. Between 2025 and 2028, consensus analyst estimates call for EPS to increase at a yearly clip of 9.8%. Durable demand powers share repurchases The company's 6,585 stores (of which 6,447 are in the U.S.) don't see demand that fluctuates that much. This is not a cyclical business. In fact, O'Reilly is recession-proof. Think about what it actually sells. Brakes, motor oil, cleaning products, wiper blades, and batteries help keep people's vehicles running smoothly. This isn't a nice-to-have; it's a mission-critical necessity that's an urgent matter. Whether we're in a recessionary scenario or a period of extremely low unemployment and rising wages, this dynamic does not change. Over the long run, O'Reilly benefits from the aging vehicle fleet. And the fact that Americans as a whole drive more miles each year also increases wear and tear on cars. This backdrop leads to sizable and sustainable profits and free cash flow, supporting management's notable capital allocation policy. Over the past two years, O'Reilly's diluted outstanding share count was reduced by 6.5% thanks to stock buybacks. This increases the earnings per share for existing inves...
Key Points O’Reilly’s earnings have climbed at a high-teens annualized pace over the trailing 10 years. This is a stable business, as demand stays steady throughout an economic cycle. A valid argument can be made that the stock will always be deserving of a premium valuation. 10 stocks we like better than O'Reilly Automotive › O'Reilly Automotive (NASDAQ: ORLY) might not get the attention it deser...
Key Points O’Reilly’s earnings have climbed at a high-teens annualized pace over the trailing 10 years. This is a stable business, as demand stays steady throughout an economic cycle. A valid argument can be made that the stock will always be deserving of a premium valuation. 10 stocks we like better than O'Reilly Automotive › O'Reilly Automotive (NASDAQ: ORLY) might not get the attention it deserves from the investment community. That's because it's in the business of selling aftermarket auto parts, which isn't the most exhilarating activity. The performance is far from sleepy, however. This retail stock crushed the S&P 500 index in the trailing-five-year period, putting up a 215% return (as of Feb. 27). And it's not even a close race. 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 » Can O'Reilly beat the market in the future? Earnings growth is set to continue In the past 10 years, O'Reilly's diluted earnings per share (EPS), adjusted for the 15-for-1 stock split in June 2025, increased at a compound annual rate of 17.1%. On its own, this is a wonderful trend that showcases durable fundamental strength. What's more impressive, though, is that there was never a year that saw this profit figure decline. Between 2025 and 2028, consensus analyst estimates call for EPS to increase at a yearly clip of 9.8%. Durable demand powers share repurchases The company's 6,585 stores (of which 6,447 are in the U.S.) don't see demand that fluctuates that much. This is not a cyclical business. In fact, O'Reilly is recession-proof. Think about what it actually sells. Brakes, motor oil, cleaning products, wiper blades, and batteries help keep people's vehicles running smoothly. This isn't a nice-to-have; it's a mission-critical necessity that's an urgent matter. Whether we're in a recessionary scenario or a period of...
JHVEPhoto Oracle ( ORCL ) will report fiscal third-quarter results on March 10 and its outlook on its Oracle Cloud Infrastructure unit is likely to be of utmost importance for investors, investment firm Evercore said. “While investors will likely focus on the magnitude of OCI revenue acceleration and what it implies for FY27, we believe ORCL remains well positioned to capitalize on global AI adopt...
JHVEPhoto Oracle ( ORCL ) will report fiscal third-quarter results on March 10 and its outlook on its Oracle Cloud Infrastructure unit is likely to be of utmost importance for investors, investment firm Evercore said. “While investors will likely focus on the magnitude of OCI revenue acceleration and what it implies for FY27, we believe ORCL remains well positioned to capitalize on global AI adoption as a key hyperscale partner to leading LLM providers and enterprises,” analyst Kirk Materne wrote in a note to clients. Materne, who has an Outperform rating and $220 price target on Oracle, down from $275, also said the recent stake in TikTok acts as “an incremental call option” and could reinforce Oracle's position with a strategic, high-value customer. He also said Oracle's announcement of using $25B in debt and $25B in equity to capitalize itself, along with OpenAI's ( OPENAI ) recent funding announcement , “should alleviate near- term funding concerns and provide more clarity as it relates to Oracle’s ability to deliver AI capacity to its key customers.” “We believe the risk/reward skews positively over a 6-12-month horizon as ORCL’s continues to build out the infrastructure to power OCI growth,” Materne added. “Essentially, delivering ‘clean’ results and a reiteration of its forecast for revenue acceleration in FY27 will be key.” A consensus of analysts expects Oracle to earn $1.70 per share on $16.91B in revenue for the fiscal third quarter. More on Oracle Oracle: A Look At The 6.6% Yielding Preferred Shares Oracle: Shares A Hold Even As Upside Potential Exists Oracle: This Capitulation Has Gone Too Far OpenAI's massive funding round should benefit Microsoft, Oracle: BNP Microsoft, Amazon, Google among tech titans planning to provide own power for data centers: report
Earnings Call Insights: NCS Multistage Holdings, Inc. (NCSM) Q4 2025 Management View CEO Ryan Hummer highlighted that "2025 was a very important and successful year for NCS. Strong performance in the fourth quarter capped a year in which we exceeded the high end of our guidance range for the quarter and full year for revenue, adjusted EBITDA and free cash flow." Hummer reported 13% year-over-year ...
Earnings Call Insights: NCS Multistage Holdings, Inc. (NCSM) Q4 2025 Management View CEO Ryan Hummer highlighted that "2025 was a very important and successful year for NCS. Strong performance in the fourth quarter capped a year in which we exceeded the high end of our guidance range for the quarter and full year for revenue, adjusted EBITDA and free cash flow." Hummer reported 13% year-over-year revenue growth, with 10% excluding the recently acquired ResMetrics business, and noted revenue growth in the U.S., Canada, and international markets despite industry challenges. Hummer stated, "We strengthened our balance sheet while completing the strategic acquisition of ResMetrics, enhancing our global position in the tracer diagnostics space." He emphasized integration progress and described the company's three core strategies: building on leading market positions, capitalizing on high-margin growth, and commercializing innovative solutions. Key achievements included the first use of fracturing systems in a Canadian SAGD project, initial sales of the Ratek Proppex sliding sleeve for deepwater Gulf of America, and commercial adoption of new technologies like the Terrus AICV system and StageSaver solution. Hummer outlined 2026 goals to "grow revenue in excess of underlying market activity in the U.S. and internationally," targeting total revenue growth with full-year ResMetrics contribution, conversion of more than 50% of adjusted EBITDA to free cash flow, and advancing commercial adoption of new technology. CFO Michael Morrison reported, "Our fourth quarter revenues were $50.6 million, a 13% increase compared to the fourth quarter of last year and comfortably above the high end of our guidance range." Morrison noted a 69% year-over-year increase in U.S. revenue, 5% international growth, and a 7% decline in Canada, with ResMetrics contributing $2.9 million for the quarter. Morrison added, "Adjusted EBITDA was $9.2 million or an adjusted EBITDA margin of over 18%, which e...