Sundry Photography Cisco Systems ( CSCO ), Arista Networks ( ANET ), and Motorola Solutions ( MSI ) are Truist's favorite networking stocks, as the investment firm sees the trio benefiting from artificial intelligence spending. “Networking/Hardware represents the group most directly linked to elevated AI/cloud investment, at a time when US hyperscaler capex alone is forecasted to total ~$700bn in ...
Sundry Photography Cisco Systems ( CSCO ), Arista Networks ( ANET ), and Motorola Solutions ( MSI ) are Truist's favorite networking stocks, as the investment firm sees the trio benefiting from artificial intelligence spending. “Networking/Hardware represents the group most directly linked to elevated AI/cloud investment, at a time when US hyperscaler capex alone is forecasted to total ~$700bn in 2026E, up nearly 60% yoy (following +66% and +55% the last two years!),” analyst Matthew Niknam wrote in a note to clients. Niknam added that looking beyond just the AI spending, the transition to inference from training has resulted in more spending in areas such as traditional servers and campus networking. “ That said, we also favor a more selective approach to the stocks , considering relatively higher valuations ( at/near decade+ highs, in select cases ), and our expectation for more inflationary headwinds ( memory, shipping/freight, on top of existing tariff impacts ) that could impact volumes/demand in forward periods,” Niknam added. Niknam has a Buy rating on Cisco, Arista, and Motorola Solutions, and his price targets are $94, $161, and $540, respectively. More on Arista Networks, Cisco, and Motorola Motorola Solutions: Continued M&A, Still No Appeal Arista Networks Is Powering The Fabric That Powers AI Arista Networks: All Ready To Storm To New Highs (Upgrade) Dividend Roundup: Micron Technology, Cisco, Nucor, Freeport-McMoRan, and more Motorola inks agreement to acquire Bell's mobile radio networks services business
Morgan Stanley (MS) shared its top cybersecurity stock picks after meeting with company leaders and attending the RSA Conference 2026. The firm highlighted five companies, Microsoft (MSFT), Palo Alto Networks (PANW), CrowdStrike (CRWD), SailPoint (SAIL), and SentinelOne (S), that are well-positioned to benefit from growing AI security as businesses increasingly deploy AI agents across their operat...
Morgan Stanley (MS) shared its top cybersecurity stock picks after meeting with company leaders and attending the RSA Conference 2026. The firm highlighted five companies, Microsoft (MSFT), Palo Alto Networks (PANW), CrowdStrike (CRWD), SailPoint (SAIL), and SentinelOne (S), that are well-positioned to benefit from growing AI security as businesses increasingly deploy AI agents across their operations. For context, Cybersecurity companies develop products and services to protect computers, netwo
Tomlw/iStock via Getty Images Thesis If I had to sum it up, Gevo, Inc. ( GEVO ) is trying to become a green version of an oil company. They turn corn and other plant material into fuels that work almost exactly like gasoline, diesel, or jet fuel, but with significantly lower carbon emissions. At least for me, the really interesting part is that airlines, trucks, and cars can use Gevo’s fuels witho...
Tomlw/iStock via Getty Images Thesis If I had to sum it up, Gevo, Inc. ( GEVO ) is trying to become a green version of an oil company. They turn corn and other plant material into fuels that work almost exactly like gasoline, diesel, or jet fuel, but with significantly lower carbon emissions. At least for me, the really interesting part is that airlines, trucks, and cars can use Gevo’s fuels without modifying their engines or infrastructure. You can think of the way they make money in a few buckets. First, there's selling sustainable fuel, especially jet fuel. Their biggest play is something called SAF (sustainable aviation fuel). They also produce and sell RND (renewable natural gas), license their technology, and generate revenue from carbon credits and incentives. Seeking Alpha In terms of performance, this year, particularly post-earnings, GEVO’s been on a tear. And just yesterday, shares climbed another 10%. But taking everything into account, after reviewing the latest data and fundamentals, I’m neutral. The value proposition works on paper, but with so much hinging on execution, the risk-reward doesn’t tilt much in investors’ favor. Gevo: Transition to Multi-Revenue Clean Energy Company I think the stock going up yesterday makes sense overall. But to me, the more important takeaway from Gevo’s second ethanol plant in North Dakota is that management seems to believe the Richardton project can be copied and repeated in other locations. In other words, they’re betting this whole stack of ethanol, carbon capture, sequestration, and eventually alcohol-to-jet actually works better as a package. Ethanol production (2025) : 69M gallons Carbon captured (2025): 173,000 metric tons Carbon credit inventory (Q4 2025): ~30,000 tons. Before, I think investors viewed Gevo as a company focused on producing SAF in the future, which would require a lot of time and money to get there. But now, the story is changing. It’s starting to look more like a business that can already mak...
(RTTNews) - The Carlyle Group Inc. (CG), an investment firm, on Tuesday announced that it has agreed to acquire a majority stake in MAI Capital Management, valuing the company at more than $2.8 billion.
(RTTNews) - The Carlyle Group Inc. (CG), an investment firm, on Tuesday announced that it has agreed to acquire a majority stake in MAI Capital Management, valuing the company at more than $2.8 billion.
VolitionRx Limited (NYSE AMERICAN: VNRX) on Tuesday said that it secured €2.0 million in non-dilutive financing from Namur Invest and Wallonie Entreprendre . The company said it will use the proceeds to support development of its Nu.Q product portfolio, including regulatory transition work for Nu.Q NETs, as well as ongoing research and development of a lateral flow product aimed at improving acces...
VolitionRx Limited (NYSE AMERICAN: VNRX) on Tuesday said that it secured €2.0 million in non-dilutive financing from Namur Invest and Wallonie Entreprendre . The company said it will use the proceeds to support development of its Nu.Q product portfolio, including regulatory transition work for Nu.Q NETs, as well as ongoing research and development of a lateral flow product aimed at improving access in low-income countries. Volition said the funding forms part of its strategy to secure non-dilutive financing to support continued development, adding that total non-dilutive funding to date exceeds $25 million. VNRX +0.05% premarket to $0.1901. Source: Press Release More on VolitionRX VolitionRx receives NYSE non-compliance notice VolitionRx secures $2M financing through amended securities agreement; shares up Seeking Alpha’s Quant Rating on VolitionRX Historical earnings data for VolitionRX Financial information for VolitionRX
CoreWeave ( CRWV ) announced on Tuesday it has closed an $8.5B delayed draw term loan facility, supporting the continued expansion of its AI cloud platform. The facility includes a floating-rate tranche financed at SOFR + 2.25% and a fixed-rate tranche financed at approximately 5.9%. It matures in March 2032 and is secured by substantially all assets of CoreWeave Compute Acquisition Co. The cloud ...
CoreWeave ( CRWV ) announced on Tuesday it has closed an $8.5B delayed draw term loan facility, supporting the continued expansion of its AI cloud platform. The facility includes a floating-rate tranche financed at SOFR + 2.25% and a fixed-rate tranche financed at approximately 5.9%. It matures in March 2032 and is secured by substantially all assets of CoreWeave Compute Acquisition Co. The cloud infrastructure technology company said that the structure enables it to borrow up to approximately $7.5B initially, with the ability to increase total borrowing capacity to $8.5B as underlying assets reach stabilization. The facility is designed to provide enhanced access to low-cost capital to support CoreWeave’s continued investment to meet customer demand, it added. The delayed draw term loan facility received ratings of A3 by Moody’s and A (low) by DBRS, respectively, representing the first investment-grade rated financing secured by HPC infrastructure and an associated customer contract. The company said that the facility builds on CoreWeave’s sustained momentum, including securing equity and debt financing commitments that now total approximately $28B in the past 12 months. MUFG and Morgan Stanley served as co-structuring agents and joint bookrunners, with Goldman Sachs and JPMorgan serving as additional coordinating lead arrangers for the transaction, which was oversubscribed. The facility was anchored by Blackstone Credit & Insurance and included participation from a diverse group of global financial institutions, asset managers, and insurance investors. CRWV +5.14% premarket to $72.71. Source: Press Release More on CoreWeave CoreWeave: A Compelling Risk/Reward Opportunity Despite Capex Backlog CoreWeave: Deeply Undervalued Against Peers CoreWeave: Still Substantially Overpriced CoreWeave rises after BofA reinstates coverage with Buy rating CoreWeave and Cerebras partner with BCE to run Canada's largest 'purpose-built AI data center'
cagkansayin/iStock via Getty Images "The biggest hurdle is rejection. The difference between successful people and unsuccessful people is the successful people do all the things that unsuccessful people don't want to do." - John Paul Dejoria. "If you cannot decide, the answer is no." - Naval Ravikant "The fact that people will be full of greed, fear, or folly is predictable. The sequence is not pr...
cagkansayin/iStock via Getty Images "The biggest hurdle is rejection. The difference between successful people and unsuccessful people is the successful people do all the things that unsuccessful people don't want to do." - John Paul Dejoria. "If you cannot decide, the answer is no." - Naval Ravikant "The fact that people will be full of greed, fear, or folly is predictable. The sequence is not predictable." - Warren Buffett “Think of yourself as dead. You have lived your life. Now take what's left and live it properly.” - Marcus Aurelius "You play real good, you start. You don't play as good, you work your way back in. That's the American way, except America has gotten soft." - Tom Izzo Introduction Earlier today, Sunday, March 29, 2026, I wrote an extended version of this article for members, and I am sharing here, as I have not written publicly for quite some time. Before diving in, I wanted to add this nugget, something I wrote on X. And, then Tom McClellan actually added this comment in the reply, which added context to what seemed like a bad week on the surface of the markets last week. "Yes, it actually moved up this week." Tom McClellan Meaning, despite the rough week in the markets last week, the advance decline line actually advanced. This adds to the interesting juxtaposition going on in the markets right now, as not all is as it seems on the surface of the markets. Specifically, energy prices are surging, led by liquids, including various benchmarks of oil, with WTIC oil up 76.2% YTD, and BRENT oil higher by 88.7% and the Energy Select Sector SPDR Fund ( XLE ) has been up a stunning 14 weeks in a row. Remember, many analysts were bearish on the energy sector, with some dedicated energy analysts even shorting XLE earlier in the year, even as it started to run up into the outbreak of war, as XLE ran up 10 weeks in a row into the war. We have certainly been a net beneficiary as some of our long-term structural stocks have really profited, and I have been ho...
Encouraging Phase 2 HIT data and recent FDA feedback support continued advancement of CAD-1005 as Cadrenal’s near-term development priority; broader 12-LOX platform remains a longer-term opportunity Encouraging Phase 2 HIT data and recent FDA feedback support continued advancement of CAD-1005 as Cadrenal’s near-term development priority; broader 12-LOX platform remains a longer-term opportunity
Encouraging Phase 2 HIT data and recent FDA feedback support continued advancement of CAD-1005 as Cadrenal’s near-term development priority; broader 12-LOX platform remains a longer-term opportunity Encouraging Phase 2 HIT data and recent FDA feedback support continued advancement of CAD-1005 as Cadrenal’s near-term development priority; broader 12-LOX platform remains a longer-term opportunity
Amazon.com Inc. tapped U.S. Bancorp to be the issuer for two small business credit cards that the e-commerce platform is relaunching in the coming months. U.S. Bancorp, which will use Mastercard Inc. ’s network, will replace American Express Co. on Amazon’s new Prime Business card and the Amazon Business card, according to a statement Tuesday. With the refreshed offerings, consumers can get more r...
Amazon.com Inc. tapped U.S. Bancorp to be the issuer for two small business credit cards that the e-commerce platform is relaunching in the coming months. U.S. Bancorp, which will use Mastercard Inc. ’s network, will replace American Express Co. on Amazon’s new Prime Business card and the Amazon Business card, according to a statement Tuesday. With the refreshed offerings, consumers can get more rewards for purchases outside of Amazon. U.S. Bancorp, which currently works with more than 1.4 million small-business clients, will also seek to bring more banking and card services to those types of firms, said Courtney Kelso , a senior executive vice president. “We are both an issuer and acquirer and we offer merchant solutions,” Kelso said. “We can bring the power of the whole of U.S. Bank to better meet the needs of those small businesses.” U.S. Bancorp Chief Executive Officer Gunjan Kedia has vowed to improve the firm’s payments business, listing it among her top strategic priorities after she took over as CEO last year. The bank hired Kelso in 2025 from American Express to oversee the part of the business that issues cards, while long-time U.S. Bancorp executive Mark Runkel is in charge of the merchant-acquiring business. They both report directly to Kedia. The move to U.S. Bancorp is a loss for American Express, which reached a deal in 2018 with Amazon to be the issuer for a small-business credit card.
The Minneapolis-based bank will issue the cards, and Mastercard will act as the network provider. American Express formerly ran the e-commerce giant's business credit card programs.
The Minneapolis-based bank will issue the cards, and Mastercard will act as the network provider. American Express formerly ran the e-commerce giant's business credit card programs.
Onconetix ( ONCO ) said on Tuesday it appointed David White as CEO, effective March 18, 2026, and named Sammy Dorf to its Board of Directors and audit committee, effective March 19, 2026. The company said outgoing interim CEO Karina Fedasz will continue to serve as interim CFO. White brings more than 30 years of executive leadership and board experience, having served in roles spanning CEO, CFO, a...
Onconetix ( ONCO ) said on Tuesday it appointed David White as CEO, effective March 18, 2026, and named Sammy Dorf to its Board of Directors and audit committee, effective March 19, 2026. The company said outgoing interim CEO Karina Fedasz will continue to serve as interim CFO. White brings more than 30 years of executive leadership and board experience, having served in roles spanning CEO, CFO, and COO across transportation, healthcare, and manufacturing, and currently serves as an independent director at Art's Way Manufacturing. Dorf is an entrepreneur, investor, and experienced public company director who co-founded Verano Holdings in 2015 and helped lead its expansion and public listing in 2021 and currently serves on the boards of SRx Health Solutions, where he is co-chair of the governance committee and a member of the audit committee, and Cube Exchange. Shares -19.07% More on Oncology Medical Onconetix, Inc. (ONCO) M&A Call Transcript Onconetix announces 1-for-5 reverse stock split Realbotix announces the sale of subsidiary to Onconetix Financial information for Oncology Medical
Stock index futures were higher on Tuesday as investors prepared for a busy session of corporate news and earnings. Here are the four stocks to watch on the day: Nike ( NKE ) shares will be in focus as the athletic apparel giant reports fiscal third-quarter results after the close. Wall Street analysts are expecting revenue of $11.2 billion and earnings per share of $0.28, down from last year’s ma...
Stock index futures were higher on Tuesday as investors prepared for a busy session of corporate news and earnings. Here are the four stocks to watch on the day: Nike ( NKE ) shares will be in focus as the athletic apparel giant reports fiscal third-quarter results after the close. Wall Street analysts are expecting revenue of $11.2 billion and earnings per share of $0.28, down from last year’s mark of $0.54. Investors will be watching closely for updates on current demand trends, particularly in China, as well as the outlook for margins amid new headwinds. Novo Nordisk ( NVO ) slipped 0.14% in premarket trading after announcing a first-of-its-kind subscription program for its weight loss therapy Wegovy. The Danish drugmaker said the program will be available on telehealth platforms including LifeMD and Hims & Hers, with cash-paying patients able to choose 3-, 6-, or 12-month subscriptions of Wegovy injection and Wegovy pill starting March 31. Longer subscription periods will generate lower monthly pricing, the company said. Marvell Technology ( MRVL ) jumped more than 10% in premarket trading after Nvidia announced a $2 billion investment in the company. The two firms also unveiled a strategic partnership to connect Marvell to the Nvidia AI factory and AI-RAN ecosystem through Nvidia’s NVLink Fusion. Under the agreement , Marvell will provide custom AI accelerators and NVLink Fusion-compatible scale-up networking. Eli Lilly ( LLY ) gained 0.86% before the opening bell after announcing a definitive agreement to acquire Centessa Pharmaceuticals, a clinical-stage company developing treatments for excessive daytime sleepiness and other neurological conditions. Under the terms of the deal, Lilly will purchase all outstanding and future shares of Centessa, including its American Depositary Shares, for $38.00 per share in cash. More related stories Marvell Technology: More Visibility, More Design Wins, And More Upside Potential Novo Nordisk: Why I Still Find It An Interes...