lcva2/iStock Editorial via Getty Images By Khaveen Jey, CFA, FMVA, Portfolio Manager @ Khaveen Investments & Nicholas Tan, Investment Research Analyst @ Khaveen Investments. In our previous analysis of Microsoft ( MSFT ), we believed that Microsoft’s growth outlook remains robust, supported by its Microsoft Azure cloud growth, as we expected its top cloud market positioning and its Azure OpenAI partnership to bolster its Azure growth outlook. Despite a maturing console cycle and slower-than-expected Game Pass adoption for its smaller Gaming segment (below 8%), we maintained a positive outlook for its larger segments. In this analysis, we cover the company again following its Q2 FY2026 earnings release, whereby, despite growing its quarterly revenue and operating income by 17.4% YoY and 20.9% YoY, which are higher than our projections of 14.1% and 9.5%, its stock price had declined 10.0% post earnings and is currently down 17.0% YTD. To determine the potential reasons for its stock price decline, we compile analysts’ commentary on Microsoft after the company released its earnings. Stifel, Piper Sandler, Bernstein, KeyBanc, Guggenheim, Scotiabank, Daiwa Securities, Goldman Sachs, Khaveen Investments Based on analysts' commentary, we believe that the potential reasons that could have impacted its stock price include lower-than-expected Azure growth due to a lack of allocated data center capacity, compressed gross margins, lower FCF margins because of higher capex spending, as well as intensifying competitive pressures from Google’s ( GOOG ) Gemini and Anthropic. We thus analyze the key issues facing Microsoft amid the selloff and whether it affects our valuation of the company. We first analyze whether the company could still retain its strong LLM market positioning, as highlighted from our previous analysis, by updating its competitive table. We then evaluate whether its cloud and segment growth outlook remains robust by analyzing its historical and recent performance...

lcva2/iStock Editorial via Getty Images By Khaveen Jey, CFA, FMVA, Portfolio Manager @ Khaveen Investments & Nicholas Tan, Investment Research Analyst @ Khaveen Investments. In our previous analysis of Microsoft ( MSFT ), we believed that Microsoft’s growth outlook remains robust, supported by its Microsoft Azure cloud growth, as we expected its top cloud market positioning and its Azure OpenAI partnership to bolster its Azure growth outlook. Despite a maturing console cycle and slower-than-expected Game Pass adoption for its smaller Gaming segment (below 8%), we maintained a positive outlook for its larger segments. In this analysis, we cover the company again following its Q2 FY2026 earnings release, whereby, despite growing its quarterly revenue and operating income by 17.4% YoY and 20.9% YoY, which are higher than our projections of 14.1% and 9.5%, its stock price had declined 10.0% post earnings and is currently down 17.0% YTD. To determine the potential reasons for its stock price decline, we compile analysts’ commentary on Microsoft after the company released its earnings. Stifel, Piper Sandler, Bernstein, KeyBanc, Guggenheim, Scotiabank, Daiwa Securities, Goldman Sachs, Khaveen Investments Based on analysts' commentary, we believe that the potential reasons that could have impacted its stock price include lower-than-expected Azure growth due to a lack of allocated data center capacity, compressed gross margins, lower FCF margins because of higher capex spending, as well as intensifying competitive pressures from Google’s ( GOOG ) Gemini and Anthropic. We thus analyze the key issues facing Microsoft amid the selloff and whether it affects our valuation of the company. We first analyze whether the company could still retain its strong LLM market positioning, as highlighted from our previous analysis, by updating its competitive table. We then evaluate whether its cloud and segment growth outlook remains robust by analyzing its historical and recent performance...

CalypsoArt/iStock via Getty Images February 2026: Rose's Income Garden "RIG"/Raises 24 Income Payers This month is a new beginning for FMAN 2026 dividends = February, May, August, and November quarterly payers, of which "RIG" has 14, along with 9 monthly and 1 twice yearly, to make a total of 24. The 9 monthly payers include 3 returning ones, which are ( BITO ), ( SHYG ) and ( NPFD ) as they paid twice in December and not in January. For the most part that is pleasing, but with cryptocurrency still getting hit hard and being down in value, BITO, a bitcoin ETF, is sadly not paying much of anything. The twice-yearly payer is Tsakos Energy Navigation ( TEN ). It pays on varying dates and in varying amounts with no reliable timetable to detect. It is essentially the only shipping stock owned, understandably because of how strange they pay along with price volatility. This article will be about the 4 raising companies and my recommendations for purchase. The % future earnings statistics cited are from FAST Graphs/"FG", a paid subscriber service I use. Current Price is March 2, 2026. 2026 E $DIv = total yearly US $ dividend estimate Divi % Yld - Dividend yield using chart information Stock Company Current 2026 Divi Ticker Name $Pr/Sh E $Div % Yld ( BMY ) Bristol Myers 62 2.52 4.04% ( MA ) Mastercard 517 3.48 0.67% ( BTI ) Brit Am Tobacco 62 3.24 5.20% ( ABBV ) AbbVie 233 6.92 2.97% Click to enlarge 4 Raises 1- Bristol Myers Squibb - BMY Bristol Myers Squibb develops, produces, and distributes its biopharmaceutical products worldwide. It was founded in 1887 and is headquartered in Princeton, NJ. It has an S&P credit rating of “A” and has raised the dividend for 17 years in a row. This raise of 1c from 62 to 63c = 1.6%. The 5 year DGR is 6.65%, with the 2 year being 4.3%. I don't think I need to say, but will that the raise is disappointing. 5 year Seeking Alpha Chart BMY 5 year technical price chart (Seeking Alpha March 2, 2026) The current P/E is 9.99x, with the normal P/...

(RTTNews) - Shares of Mobix Labs, Inc. (MOBX) are up in premarket trading by nearly 161% following the major defense contract. The company announced that it has received a significant production purchase order from the U.S. Navy for components used in the Tomahawk cruise missile program. The company's high-reliability filtering component, designed to protect sensitive onboard electronics from electromagnetic interference, is already integrated into the missile system and will now see expanded demand as production accelerates. CEO Phil Sansone emphasized that being a qualified, production-ready supplier on an active U.S. defense platform allows Mobix Labs to scale quickly as procurement volumes rise. The Tomahawk remains a central long-range strike weapon for the U.S. military, launched from ships and submarines, and continues to play a key role in current operations. Beyond this order, Mobix Labs is pursuing a targeted acquisition strategy to broaden its footprint in defense and aerospace markets, aiming to add complementary technologies and deepen participation in long-duration military programs. MOBX has traded between $0.13 and $1.44 over the past year. The stock closed Monday's trading session at $0.17, up 7.27%. The stock surged in pre-market trading Tuesday to $0.46, up 161%. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

出台限售股转让纳税新规，防止个人股东通过转移证券账户来变换纳税地点，享受地方为抢夺税源而违规实施的奖补，新规后相关入库个税金额超400亿元；完善企业实质性运营标准，防止空壳企业在政策洼地错享骗享税收优惠 【财新网】 围绕治理地方违规招商引资、服务全国统一大市场建设，税务部门在2025年展开专项治理。国家税务总局全年共向各级税务机关推送核查问题线索389条，对核实后确有问题的及时查处和纠正，推动地方政府废止或修改违规招商引资相关涉税协议条款，对发现的重大问题及时向相关部门推送，协同纠治乱象。 国家税务总局2026年3月2日披露了上述政策举措和成果。在专项治理中，税务总局明确要求各地税务机关对地方违规招商引资涉税行为不得出谋划策、不得参与配合、不得知情不报、不得放任失管。依托税收大数据建立监测指标体系，紧盯相关税费的申报异常、收入异常和减免异常等问题，按月开展常态化监控分析。

格隆汇3月3日｜壳牌巴西公司首席执行官克里斯蒂亚诺·平托表示，该公司于2月24日在巴西的日产量达到创纪录的49.6万桶油当量。他透露，公司可能在未来12至24个月内在桑托斯盆地南部钻探一口勘探井。他指出，中东冲突使巴西石油更具吸引力，冲突导致的运输成本上升可能会影响巴西石油市场。

A poet is threatening Arts Council England (ACE) with legal action after a magazine it funds withdrew her work from publication based on her “social media presence”, which she believes refers to gender-critical posts. A letter sent to ACE by solicitors representing the poet Abigail Ottley last Tuesday, seen by the Guardian, argues the public body “failed” to “conduct a sufficient inquiry” into the decision not to publish Ottley’s poem made by the Aftershock Review, which the lawyers accuse of discrimination. Aftershock was launched last year by Max Wallis. It received £32,368 from ACE in April 2025, and a further £60,000 on 28 January, according to ACE data. Ottley’s poem was accepted for publication by Aftershock in September. In October, Ottley received an email from the magazine informing her that it had decided not to proceed with publishing her work. “Following an internal review, and in light of concerns raised about your social media presence, we’ve decided not to proceed with publishing your work in this issue,” reads the email, cited in the legal letter. “As a trauma-informed and inclusive publication, the Aftershock Review has a duty of care to ensure our contributors and readers feel safe and respected. This decision reflects our commitment to those principles and is final.” According to the letter, Ottley did not receive a response when she asked for clarification about what element of her social media activity had led to the withdrawal. She complained to ACE in November, and approached the Freedom in the Arts (FITA) organisation, which also lodged a complaint that month. On 28 January, ACE responded to Ottley’s complaint, stating that it did not identify a breach of its terms and conditions of funding for grantees in Aftershock’s decision-making. “Although we are unable to provide specific details of our review, I hope it is helpful to mention that the grant-holder confirmed that your poem was not withdrawn due to your gender-critical beliefs,” the emai...

Escalating tensions in the Middle East underscore Palantir's advantage in government and defense AI applications, according to Rosenblatt. The investment firm stood by its buy rating on the software analytics company. Analyst John McPeake hiked his price target to $200 from $150, which signals a gain of 38%. McPeake wrote that Palantir was a beneficiary of the recent escalation of tensions in the Middle East. Over time, he expects the conflict to highlight Palantir's unique strength and help leverage its situation over any other large language models, or LLMs. PLTR 1Y mountain PLTR 1Y chart "Conflict in the Middle East bodes well for government pipeline," the analyst wrote. "War regrettably underscores the value of Palantir over just another LLM." His comments come after Anthropic said their models should not be used in fully autonomous weapons, causing the Trump administration to order all U.S. agencies to stop using the company's artificial intelligence technologies. "The U.S. government has ordered a six-month phase out period for Anthropic's LLMs, which we think will leave ample time to switch over to one of the many other LLMs that are supported by Palantir. We think global instability and the need for comprehensive wartime solutions are likely to lead to deals like the U.S. army deal in July that rolled 75 contracts into just one with Palantir," McPeake added. The analyst added that a premium valuation is more than warranted here. "If one looks at the companies that have created the most value in technology when they were a similar size to Palantir, none of them were able to grow as fast as Palantir is forecasted to grow in year 8 (equivalent to Palantir's guidance in 2026)," he added. "In addition, at least two of those companies (then Facebook and Google) made transformative acquisitions halfway through the time period — Palantir's growth has been entirely organic." Shares of Palantir have sunk 18% this year but have rallied 74% over the past 12 months.

Rosenblatt says Middle East conflict boosts Palantir’s government pipeline, gives it an edge over rivals CNBC

Waratah Capital Advisors Ltd. Has $2.09 Million Stock Position in Meta Platforms, Inc. $META MarketBeat

Tableaux LLC reduced its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 88.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,208 shares of the social networking company's stock after selling 8,817 shares during the period. Tableaux LLC's holdings in Meta Platforms were worth $887,000 as of its most recent filing with the Securities & Exchange Commission. Several other institutional investors also recently bought and sold shares of META. Norges Bank purchased a new position in shares of Meta Platforms in the 2nd quarter valued at about $23,155,393,000. Laurel Wealth Advisors LLC increased its position in Meta Platforms by 73,443.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company's stock valued at $6,212,506,000 after acquiring an additional 8,405,558 shares during the period. State Street Corp lifted its position in Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock worth $64,158,971,000 after acquiring an additional 1,650,435 shares during the period. Vanguard Group Inc. raised its stake in shares of Meta Platforms by 0.8% during the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock worth $142,149,566,000 after purchasing an additional 1,532,568 shares during the last quarter. Finally, Concentrum Wealth Management grew its position in Meta Platforms by 948.7% in the 3rd quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company's stock valued at $913,000 after buying an additional 1,124,998 shares during the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds. Get Meta Platforms alerts: Sign Up Analyst Ratings Changes A number of equities research analysts have commented on META shares. Ever...

Thoroughbred Financial Services LLC raised its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 7.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 24,865 shares of the social networking company's stock after purchasing an additional 1,690 shares during the period. Meta Platforms accounts for approximately 1.1% of Thoroughbred Financial Services LLC's investment portfolio, making the stock its 17th biggest position. Thoroughbred Financial Services LLC's holdings in Meta Platforms were worth $18,260,000 as of its most recent SEC filing. Several other hedge funds have also recently bought and sold shares of META. Westchester Capital Management Inc. acquired a new stake in shares of Meta Platforms during the third quarter worth $26,000. Bare Financial Services Inc bought a new stake in Meta Platforms in the 2nd quarter valued at about $30,000. Briaud Financial Planning Inc acquired a new position in shares of Meta Platforms during the 2nd quarter worth approximately $42,000. Knuff & Co LLC bought a new position in shares of Meta Platforms during the second quarter worth approximately $44,000. Finally, WFA Asset Management Corp raised its position in shares of Meta Platforms by 42.6% in the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company's stock valued at $49,000 after buying an additional 20 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds. Get Meta Platforms alerts: Sign Up Insider Activity In other Meta Platforms news, COO Javier Olivan sold 926 shares of the stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $652.68, for a total transaction of $604,381.68. Following the transaction, the chief operating officer directly owned 17,039 shares in the company, valued at approximately $11,121,014.52. This r...

TD Asset Management Inc cut its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 3.9% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,486,277 shares of the social networking company's stock after selling 143,242 shares during the quarter. Meta Platforms accounts for 2.1% of TD Asset Management Inc's portfolio, making the stock its 6th largest position. TD Asset Management Inc owned about 0.14% of Meta Platforms worth $2,560,252,000 as of its most recent filing with the Securities and Exchange Commission. Several other hedge funds have also recently bought and sold shares of META. Vanguard Group Inc. increased its stake in Meta Platforms by 0.8% in the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock valued at $142,149,566,000 after buying an additional 1,532,568 shares during the period. State Street Corp boosted its position in Meta Platforms by 1.9% during the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock valued at $64,158,971,000 after purchasing an additional 1,650,435 shares during the last quarter. Geode Capital Management LLC grew its stake in Meta Platforms by 1.3% in the second quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company's stock valued at $37,902,948,000 after purchasing an additional 682,768 shares in the last quarter. Norges Bank acquired a new position in Meta Platforms in the 2nd quarter worth about $23,155,393,000. Finally, Charles Schwab Investment Management Inc. raised its stake in shares of Meta Platforms by 1.8% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company's stock worth $10,694,644,000 after purchasing an additional 262,550 shares in the last quarter. 79.91% of the stock is owned by hedge fu...

America’s attack supports the case for U.S. assets. It’s also bullish for Iran.

The US embassy in Jerusalem said on Monday that it "is not in a position at this time to evacuate or directly assist Americans in departing Israel", adding that it would be closed on Tuesday.

NVIDIA (NVDA) and Coherent Corp. (COHR) announced a multiyear strategic agreement to advance the frontier of advanced optics technologies, including manufacturing capacity and research and development, to enable next-generation AI infrastructure. The nonexclusive agreement includes an NVIDIA multibillion-dollar purchase commitment and future access and capacity rights for advanced laser and optical networking products. In addition, NVIDIA is investing $2B in Coherent to support research and development, future capacity and operations as Coherent builds out its U.S.-based manufacturing capabilities. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on NVDA: Disclaimer & DisclosureReport an Issue

She said: "I signed up for the government email and the only email I've had is 'thank you for signing up for this'. I've had no updates from the government on what is going on.

格隆汇3月3日｜国内SC原油期货主力合约涨12.52%，报632元/桶；燃油期货主力合约涨12.02%，报3821元/吨。

Scott Olson/Getty Images News Target ( TGT ) is getting a lift into Tuesday’s open as the retailer gave an upbeat outlook for the year which helped offset lackluster spending trends in some of its largest categories. Increased advertising revenue and modest sales gains in beauty and food & beverages helped offset declining sales in most of its major categories, including home furnishings & décor and household essentials, resulting in a 1.5% drop in net sales to an as-expected $30.45B. Comparable sales were less than expected, down 2.5% versus -2.4% estimates, with transactions down 2.9%, while ticket and digital comparable sales were up 0.4% and 1.9%, respectively. Target’s ( TGT ) bottom-line improved, however, as the company experienced less shrink, lower supply chain and fulfillment costs, and gains in higher margin revenue sources such as advertising. Despite a modest decline in sales, the company earned an increased adjusted profit of $2.44 per share, up three cents from a year ago and $0.28 better than anticipated. Under the direction of its new CEO, Michael Fiddelke, Target ( TGT ) expects net sales to grow ~2% in FY26, reflecting a small increase in comparable sales, with new stores and non-merchandise sales contributing more than one percentage point of growth. This exceeds estimates of 1.8% sales growth. Additionally, the company is expected to grow sales in every quarter of 2026. Earnings are seen between $7.50 and $8.50 per share, with a midpoint of $8.00 that exceeds the $7.63 forecast. For Q1, Target ( TGT ) expects its adjusted EPS to be flat to up slightly from $1.30 in the same quarter last year, with growth expected throughout the remainder of the year. “Target saw a healthy, positive sales increase in February, serving as an important milestone on our path back to growth this year and reinforcing my confidence in the momentum we're building and the future we're creating together,” CEO Michael Fiddelke said. More on Target Target: I'm Waiting For Q...

The US-Israeli war on Iran has been condemned as illegal across much of the global south, with China saying it was unacceptable to “blatantly kill the leader of a sovereign state”. Many countries objected that negotiations between the US and Iran over its nuclear programme and missile capability were not given a chance to succeed before Washington and Israel began bombing, and analysts often saw the war in terms of a colonial-style exercise of might. Pakistan’s prime minister, Shehbaz Sharif, offered condolences over the killing of the Iranian supreme leader, Ayatollah Ali Khamenei, saying that international law prohibited the targeting of heads of state. South Africa’s president, Cyril Ramaphosa, questioned the “pre-emptive” justification provided for the war, saying that self-defence was only permitted in response to an armed invasion and that “there can be no military solution to fundamentally political problems”. Brazil said that it had grave concerns, adding that “the attacks occurred amid a negotiation process between the parties, which is the only viable path to peace”. Turkey’s president, Recep Tayyip Erdoğan, deplored the attacks, which he said were “instigated” by the Israeli prime minister, Benjamin Netanyahu. Oman’s foreign minister, Badr Albusaidi, who had said on the eve of the attack that a deal was within reach, said: “I urge the US not to get sucked in further. This is not your war.” Oman downed two drones, while another crashed near its Salalah port on Tuesday, state media said. Cuba, whose regime is under substantial pressure from Donald Trump, said: “Once again, the US and Israel threaten and seriously endanger regional and international peace, stability, and security.” Malaysia, condemning the attack, said that “disputes must be resolved through dialogue and diplomacy”. Indonesia, one of the few countries to announce troops for Trump’s Board of Peace’s planned new international security force for Gaza, said it “deeply regrets” the failure of the...

Advanced Micro Devices Inc. (NASDAQ:AMD) is fortifying its domestic footprint and market sentiment despite broader sector volatility. This week, the company's momentum score climbed from 88.93 to 90.84, placing it within the top 10% of the market as it secures critical infrastructure and product milestones. Strategic Validation And Elite Rankings While the stock faces short-term bearish pressure—down 7.26% YTD—its underlying fundamentals remain robust. AMD currently boasts an exceptional quality score of 93.86, a metric that evaluates operational efficiency and financial health relative to peers. Benzinga’s Edge Stock Rankings indicate that AMD maintains a weak price trend over the short and medium terms but a strong trend in the long term. Expanding Domestic AI Capacity Beyond the data center, AMD recently “unleashed” the Ryzen AI 400 Series, the world's first desktop processors designed for Copilot+ experiences. AMD Slides In 2026 Shares of AMD have fallen by 7.26% year-to-date, while the Nasdaq 100 index has declined by 0.85% in the same period. The stock was 22.36% higher over the last six months and 98.90% over the year. On Tuesday, the stock was 3.48% lower in premarket. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

格隆汇3月3日｜据央视，当地时间3月3日，欧盟负责防务的高级官员安德留斯·库比柳斯本周抨击了未来作战空中系统（FCAS）国防项目。他指出，目前泛欧国防项目中没有任何成功案例。该项目是德国、法国和西班牙联合研制的战斗机项目，曾被视为欧洲合作的典范，但目前由于巴黎和柏林之间持续不断的争端，该项目正处于崩溃的边缘。2日晚上，安德留斯在布鲁塞尔的一次活动上发表讲话时指出，欧盟在发展泛欧或至少是区域性国防项目方面没有成功案例。未来作战空中系统（FCAS）是这种失败的最新一个例子。

文章提及标的 原油主力合约 -- 上期所原油主力合约暴涨12%，报632.7元/桶。 伊以冲突再起 一图深挖原油产业链背后赚钱机会>>>

MiTAC Computing Technology Corp. / Key word(s): Product Launch Akash Systems Announces World’s First Diamond Cooled AI Servers with AMD Instinct™ MI350X GPUs and MiTAC Computing 03.03.2026 / 14:05 CET/CEST The issuer is solely responsible for the content of this announcement. Breakthrough Diamond Cooling® technology creates the most energy and capital-efficient AI servers in the world Akash’s Diamond Cooling® solution is a new innovation in cooling technology that is additive to existing air and liquid cooling technologies Patented technology provides up to $1 million in incremental value per server $300 million received for initial launch order Provides throttle-free performance, up to 10°C (18°F) GPU temperature reduction, up to 100% less power to cooling, up to 22% additional FLOPs/Watt in standard ambient data center temperatures (~75°F), and up to 15% token throughput improvement in high ambient data center temperatures (~120°F) Company backed by Khosla Ventures and Founders Fund SAN FRANCISCO, March 3, 2026 /PRNewswire/ — Akash Systems, Inc., the pioneer in Diamond Cooling® technology, today announced the launch and availability of the first Diamond Cooled AI servers powered by AMD Instinct™ MI350X GPUs and manufactured by MiTAC Computing (3706.TW). This marks the first AMD Instinct™ GPU commercial deployment of Diamond Cooling® in AI data centers. Akash plans to release Diamond Cooling® solutions for additional AMD Instinct™ GPU systems this year, including the AMD Instinct MI355X GPU and future AMD Instinct GPUs. Diamond has the highest thermal conductivity of any known material, removing heat 5x faster than copper, the industry standard material for heat management. As a new innovation in cooling technology, Akash’s Diamond Cooling® solution is additive and complementary to existing air and liquid cooling technologies. This technology is established in outer space, where it is currently operating in active satellite systems. With a breakthrough temperature ...

Oil shock could strain emerging markets beyond inflation, analysts say Reuters

Best Buy (BBY) came out with quarterly earnings of $2.61 per share, beating the Zacks Consensus Estimate of $2.48 per share. This compares to earnings of $2.58 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +5.14%. A quarter ago, it was expected that this consumer electronics retailer would post earnings of $1.31 per share when it actually produced earnings of $1.4, delivering a surprise of +6.87%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Best Buy, which belongs to the Zacks Retail - Consumer Electronics industry, posted revenues of $13.81 billion for the quarter ended January 2026, missing the Zacks Consensus Estimate by 0.67%. This compares to year-ago revenues of $13.95 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Best Buy shares have lost about 8% since the beginning of the year versus the S&P 500's gain of 0.5%. What's Next for Best Buy? While Best Buy has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions...

Viking Holdings (VIK) came out with quarterly earnings of $0.67 per share, beating the Zacks Consensus Estimate of $0.54 per share. This compares to earnings of $0.45 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +24.07%. A quarter ago, it was expected that this cruise operator would post earnings of $1.19 per share when it actually produced earnings of $1.2, delivering a surprise of +0.84%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Viking, which belongs to the Zacks Leisure and Recreation Services industry, posted revenues of $1.72 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 5.85%. This compares to year-ago revenues of $1.35 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Viking shares have added about 3.7% since the beginning of the year versus the S&P 500's gain of 0.5%. What's Next for Viking? While Viking has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead o...

Markets expect a “Venezuela II” scenario in which the bad guy falls, order returns and oil drifts lower.