Market Signal Briefing

Oxford Nanopore Technologies plc (ONTTF) Q4 2025 Earnings Call March 2, 2026 5:45 AM EST

Company Participants

Duncan Tatton-Brown
Gordon Sanghera - Co-Founder, CEO, Chief Officer of Technology, Innovation & Products and Director
Nicholas Keher - CFO & Director

Conference Call Participants

Zain Ebrahim - JPMorgan Chase & Co, Research Division
Veronika Dubajova - Citigroup Inc., Research Division
Samuel England - Joh. Berenberg, Gossler & Co. KG, Research Division
Charles Weston - RBC Capital Markets, Research Division
Miles Dixon - Peel Hunt LLP, Research Division
Andrew Whitney - Investec Bank plc, Research Division
Kyle Mikson - Canaccord Genuity Corp., Research Division

Presentation

Duncan Tatton-Brown

Good morning, everyone, and thank you for joining us today. Before we move into the 2025 results presentation, I'd like to begin by marking an important moment in the evolution of Oxford Nanopore.

As previously announced, today, Gordon Sanghera steps down as Chief Executive Officer after more than 2 decades leading the company he co-founded in 2005. Under Gordon's leadership, Oxford Nanopore has grown from a bold scientific idea into a global platform technology company, serving customers in more than 125 countries across research, clinical, biopharma and applied industrial markets. On behalf of the Board, I would like to thank Gordon for his incredible vision, determination and commitment in building the foundations that position the company strongly for its next phase of development. He will remain with the company in an advisory capacity through to early 2027 to support a smooth and orderly transition.

Today, also marks the first day of Francis Van Parys as CEO of Oxford Nanopore. Francis joins formally the company this morning. He's spending today in Oxford, meeting the team and therefore, will not be with us today. We look forward to introducing him to many of you in due course once he's had the opportunity to engage more deeply with the business. The Board

Avnet, Inc. (AVT) 47th Annual Raymond James Institutional Investor Conference March 2, 2026 3:25 PM EST

Company Participants

Ken Jacobson - Chief Financial Officer

Conference Call Participants

Melissa Dailey Fairbanks - Raymond James & Associates, Inc., Research Division

Presentation

Melissa Dailey Fairbanks
Raymond James & Associates, Inc., Research Division

I think we're live. So for our track today, we are rounding out the day with Avnet. First, I should introduce myself. I'm Melissa Fairbanks. I am the analog semi and IT supply chain analyst here at Raymond James. Welcome to the conference. We are really excited to have Ken Jacobson, CFO from Avnet with us today. We also have hiding in the audience, Lisa Mueller, who handles IR for the company. And it's been a pretty full day. Full room looks like, full day of meetings. So that's good. It's been an interesting time in analog semis and distribution, certainly recently.

So Ken, if you would like to do just kind of a brief introduction of who Avnet is, I don't know if you need to do a safe harbor statement. And maybe give us kind of like some background on the company just to get us started.

Ken Jacobson
Chief Financial Officer

Yes. Well, thanks, Melissa, for having us out here, and thanks, everyone, for your interest in Avnet. Avnet is a global value-added distributor. We connect the world's top technology manufacturers, primarily semiconductor and interconnected passive and electromechanical manufacturers to customers that use electronic components in everything they design and create.

Our 2 areas of expertise at the center of the technology supply chain is design chain and design support, helping customers choose the right electronic components to make into their design and then supply chain. We've talked about a lot of supply chain since COVID times and the

Investors in Humana Inc. (HUM - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Mar 20, 2026 $32.50 Call had some of the highest implied volatility of all equity options today.

What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.

What do the Analysts Think?Clearly, options traders are pricing in a big move for Humana share, but what is the fundamental picture for the company? Currently, Humana is a Zacks Rank #4 (Sell) in the Medical - HMOs Industry that ranks in the Bottom 5% of our Zacks Industry Rank. Over the last 60 days, two analysts have increased their estimates for the current quarter, while five have revised their estimates downwards. The net effect has taken our Zacks Consensus Estimate for the current quarter to move from $9.99 per share to $9.84 per share in the same time period.

Given the way analysts feel about Humana right now, this huge implied volatility could mean there’s a trade developing. Often times, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.

New York, New York--(Newsfile Corp. - March 2, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Lakeland Industries, Inc. (NASDAQ: LAKE) between December 1, 2023 and December 9, 2025, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 24, 2026.

SO WHAT: If you purchased Lakeland securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Lakeland class action, go to https://rosenlegal.com/submit-form/?case_id=50020 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 24, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) Lakeland was experiencing significant, sustained issues with its Pacific Helmets and Jolly businesses, including, inter alia, shipping-related delays, production issues, and slower than expected rollout of new products; (2) accordingly, defendants overstated the anticipated and actual positive impact of these businesses on Lakeland's financial results, as well as the overall strength and quality of Pacific Helmets' and Jolly's respective operations; (3) Lakeland's business and financial results were significantly deteriorating because of, inter alia, tariff-related headwinds and timing, certification delays, and material flow issues in its acquired businesses; (4) accordingly, defendants overstated the strength of their tariff mitigation measures and "small, strategic, and quick" ("SSQ") M&A strategy; (5) as a result of all the foregoing issues, defendants' financial guidance was unreliable; and (6) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Lakeland class action, go to https://rosenlegal.com/submit-form/?case_id=50020 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/286041

Source: The Rosen Law Firm PA

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us

New York, New York--(Newsfile Corp. - March 2, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of American Depositary Shares ("ADS") of Mereo BioPharma Group plc (NASDAQ: MREO) between June 5, 2023 and December 26, 2025, inclusive (the "Class Period"), of the important April 6, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Mereo ADSs during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Mereo class action, go to https://rosenlegal.com/submit-form/?case_id=52452 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 6, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, defendants provided investors with material information concerning their expected results for the Phase 3 Orbit and COSMIC studies for setrusumab in Osteogenesis Imperfecta (OI). Defendants' statements included, among other things, confidence in setrusumab's ability to ultimately reduce the annualized fracture rates of the tested patients and in the study itself to put setrusumab in an opportunity to succeed in reaching statistical significance of this key endpoint.

The defendants, the lawsuit claims, provided these positive statements to investors while, at the same time, disseminating false and materially misleading statements and/or concealing material adverse facts concerning the true state of the Phase 3 ORBIT and COSMIC programs; neither of which hit their primary endpoints of reducing annualized clinical fracture rate compared to the placebo or bisphosphonate control groups, respectively. Such statements absent these material facts caused investors to purchase Mereo's ADSs at artificially inflated prices. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Mereo class action, go to https://rosenlegal.com/submit-form/?case_id=52452 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/286042

Source: The Rosen Law Firm PA

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us

New York, New York--(Newsfile Corp. - March 2, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Oracle Corporation (NYSE: ORCL) between June 12, 2025, and December 16, 2025, inclusive (the "Class Period"), of the important April 6, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Oracle common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Oracle class action, go to https://rosenlegal.com/submit-form/?case_id=51135 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 6, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) Oracle's AI infrastructure strategy would result in massive increases in capital expenditures ("CapEx") without equivalent, near-term growth in revenue; (2) Oracle's substantially increased spending created serious risks involving Oracle's debt and credit rating, free cash flow, and ability to fund its projects, among other concerns; and (3) as a result, defendants' representations about Oracle's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Oracle class action, go to https://rosenlegal.com/submit-form/?case_id=51135 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/285999

Source: The Rosen Law Firm PA

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us

TLDR Chainlink enabled the transfer of Coinbase’s cbBTC to Monad through its CCIP system. The integration opened new access to Bitcoin-backed liquidity for developers building on the Monad Foundation network. Early adopters such as Curvance and Neverland prepared markets built around cbBTC on Monad. Coinbase confirmed that cbBTC remains backed 1:1 by Bitcoin held in custody across multiple networks. CCIP now supports more movement of tokenized Bitcoin and enables new trading and lending products on high-speed systems. The update links Coinbase’s cbBTC with Monad through Chainlink’s CCIP, and the move expands access to Bitcoin-backed liquidity while it also provides developers a direct route to build new on-chain financial products across the network.

Chainlink Expands cbBTC Access Through CCIP Chainlink enabled the transfer of Coinbase’s cbBTC to Monad through its CCIP system, and the rollout opened new routes for Bitcoin-backed liquidity across DeFi. The network confirmed the integration on March 2, and it stated that it aims to support developers building on fast-settlement environments.

The bridge now moves cbBTC from Base to Monad, and users can place the asset in lending or trading markets without delays. Curvance and Neverland adopted the token early, and the two platforms plan to deploy structured products built around cbBTC.

JUST IN: Chainlink connects cbBTC to Monad DeFi.

With Chainlink CCIP as the exclusive bridging infrastructure for @Coinbase Wrapped Assets, @Monad users can now bridge cbBTC ($5B+ in circulation) through cross-chain transfers directly from @base. pic.twitter.com/JZDlv8NlQ7

— Chainlink (@chainlink) March 2, 2026

Coinbase issues cbBTC with a 1:1 Bitcoin backing, and the asset holds more than $5 billion in circulation across multiple chains. The supply spans Ethereum, Base, Arbitrum, and Solana, and the new pathway expands distribution further into high-speed environments.

Chainlink said CCIP has processed over $28 trillion in on-chain value, and the protocol uses a standardized security model for cross-chain transactions. “The system moves assets with institutional-grade protection,” said Johann Eid, and he emphasized that the design supports broad multi-network activity.

Keone Hon of the Monad Foundation said the integration gives developers a strong base asset, and he stated that builders gain faster ways to expand Bitcoin-based markets. The network expects growing use cases that center on automated routing and high-frequency strategies.

cbBTC Liquidity Extends to Monad cbBTC now enters markets that target high-speed settlement, and developers can design products that use Bitcoin-backed liquidity with lower fees. The network targets up to 10,000 transactions per second, and it aims for sub-second finality.

The integration creates access to deeper liquidity pools, and teams can design derivatives tied to Bitcoin prices with improved execution. Lending markets will also expand, and early platforms have begun preparing launch timelines.

Users gain additional ways to earn returns on Bitcoin-backed assets, and some current cbBTC markets already offer returns near 3%. The new route brings that activity to Monad, and teams intend to scale borrowing products around the asset.

The addition of cbBTC also increases available capital for automated trading programs, and developers gain predictable settlement times. This pairing aligns with the network’s push toward capital-intensive applications, and builders will test new strategies anchored to Bitcoin.

Monad now receives more than $5 billion in potential inflows from cbBTC, and teams across the ecosystem expect rising on-chain liquidity as markets expand access to Bitcoin-backed instruments.

Bitcoin tapped $70,000 as markets looked beyond geopolitical tensions and broader sentiment improved on Monday. Cryptocurrency Ticker Price Bitcoin (CRYPTO: BTC) $69,010 Ethereum (CRYPTO: ETH) $2,038 Solana (CRYPTO: SOL) $87.30 XRP (CRYPTO: XRP) $1.39 Dogecoin (CRYPTO: DOGE) $0.09534 Shiba Inu (CRYPTO: SHIB) $0.055626 Notable Statistics: Coinglass data shows 113,307 traders were liquidated in the past 24 hours for $440.64 million.

XRP (CRYPTO: XRP) may have the potential to reach four-digit price levels under a full institutional adoption framework, according to commentary from the latest Paul Barron podcast featuring Jake Claver. XRP's Regulatory Position The discussion emphasized that Ripple strengthened XRP's legal standing following its partial court victory against the SEC.

Ethereum is preparing to overhaul how wallets work, with co-founder Vitalik Buterin saying native “smart accounts” could arrive within a year through the network's planned Hegota upgrade. Hegota Upgrade May Bring Account Abstraction In a Feb.

TL;DR:

Retail investor flows dropped by $5 billion, migrating from exchanges to institutional custody. Whale dominance on exchanges has reached levels not seen since 2015, controlling over 50% of inflows. U.S. Bitcoin Spot ETFs recorded inflows of 21,000 BTC, offsetting retail market weakness. The beginning of 2026 has brought a profound transformation to the crypto market’s capital structure. Bitcoin retail outflows and whale dominance are evident after deposits on exchanges like Binance fell from $14.1 billion to $9.05 billion.

It appears that small investors are retreating in the face of global uncertainty, or at least that is what the $5 billion contraction suggests. However, this capital seems to be rotating toward long-term investment vehicles; for instance, spot ETFs absorbed $1.45 billion in a single day.

While retail participation weakens, institutional demand is returning with strength to stabilize the price at the $66,000 level. Despite the bearish pressure, Bitcoin’s current correction remains moderate compared to previous historical bear market cycles.

Fragility in Derivatives and the Role of Large Holders However, the derivatives segment is flashing warning signs due to the high concentration of large portfolios. The exchange whale ratio climbed to 0.56, indicating that the top 10 positions generate more than half of all BTC inflows to trading platforms.

This scenario leaves the market structurally fragile in the face of possible liquidation waves triggered by volatility. At the same time, futures open interest decreased slightly, reflecting a necessary deleveraging following recent geopolitical tensions between the United States and Iran.

In summary, Bitcoin is going through a maturation phase where capital is shifting from speculative hands to institutional ones. The community should closely monitor whale behavior, as their current dominance could define the price direction in the coming weeks of March.

Journalist

Posted: March 3, 2026

Cardano [ADA] has lacked a prevalent trend throughout February. It has traded between $0.246 and $0.305 for most of the past month. Brief price wicks above or below these local extremes were quickly reversed.

Source: ADA/USDT on TradingView

At the time of writing, ADA was trading at the midpoint between these key S/R levels. The trading volume picked up over the volatile weekend.

The gains made since the 25th of February have propelled Cardano back to the top 10 crypto assets by market capitalization, AMBCrypto reported.

Ousting Bitcoin Cash [BCH] from the top 10 was no small feat, but the short-term trend still lacked conviction. The $0.27 short liquidation levels pile-up was squeezed, as AMBCrypto hinted it might be a week ago.

Examination of the on-chain metrics shed further light on what Cardano traders and investors could expect next.

Profit-taking pressure is a threat The 90-day and 365-day mean coin ages have been trending higher since January. They witnessed a steep drop in December. At the same time, the dormant circulation had also registered 2025’s biggest peak.

The dormant circulation spike in December highlighted a high quantity of ADA tokens moving on-chain, which had previously been dormant for a long time.

The fall in mean coin age showed that tokens of different ages were being moved, likely due to the duress the market faced back then.

Over the past two months, the rising mean coin ages reflected network-wide Cardano accumulation. The dormant circulation was also quiet, agreeing that on-chain coin movements were relatively muted.

At the same time, the short-term holders were nearing breakeven or realizing profits. The 30-day MVRV was at -3.65%, meaning that ADA buyers within the past 30 days were facing a 3.65% loss on average.

The last time this metric became positive, ADA prices made a double top at $0.426 in early January before trending lower. Meanwhile, 90-day MVRV values were deep in negative territory, signaling dejected holder sentiment.

Final Summary Traders and investors would be thrilled to see the rising mean coin age metrics, but remember that the longer-term trend has been bearish since September 2025. The 30-day MVRV was nearing positive values. The last time it happened in January, a strong sell-off followed.

Digital assets rebound with $1B inflows, Bitcoin leads, Ethereum rises, and Solana shows strong weekly gains.

After five consecutive weeks of withdrawals, digital asset investment products roared back to life with a decisive $1 billion in fresh inflows. The sharp turnaround signals a shift in investor sentiment as buyers step in following recent market weakness. 

Bitcoin Drives the RecoveryAccording to Coinshares data, Bitcoin absorbed $881 million of last week’s inflows, accounting for the overwhelming share of new capital. Investors appeared eager to capitalize on lower price levels after recent technical breakdowns. Moreover, large Bitcoin holders resumed accumulation, reinforcing confidence among institutional players.

However, short Bitcoin products still recorded $3.7 million in inflows. This detail highlights that traders remain divided on near-term direction. Despite last week’s strength, both Bitcoin and Ethereum remain in net outflow territory for the year. Hence, the broader trend still requires sustained follow-through buying.

Regionally, the United States dominated activity with $957 million in inflows. Additionally, Canada, Germany, and Switzerland posted solid gains. This near-universal participation suggests improving global risk appetite rather than isolated regional demand.

Ethereum and Altcoins Attract AttentionEthereum brought in $117 million, marking its strongest weekly inflow since mid-January. Besides Bitcoin, this represented the most notable institutional allocation shift. Still, Ethereum continues to sit in negative territory year to date.

Altcoins showed selective strength. Solana attracted $53.8 million last week and has accumulated $156 million in inflows this year. Chainlink added a modest $3.4 million, with no significant outflows reported elsewhere. Consequently, investors appear increasingly willing to diversify beyond Bitcoin.

Solana Price Action and Key LevelsSolana trades at $87.33, posting a 5.92% daily gain and an 11.70% weekly increase. Trading volume exceeds $6 billion, reflecting heightened activity. The token recently rallied from a low near $76.80 and printed a higher high around $88.20.

Source: X

Crypto Tony notes that SOL now consolidateswithin a defined range. Resistance stands between $88.20 and $89.00, with stronger pressure near $91.50. Meanwhile, support rests at $82.00, with deeper backing near $76.80.

Repeated rejections near $88 suggest sellers defend that zone aggressively. However, momentum remains constructive while price holds above $82.00. Traders may consider short positions on confirmed rejection near $88.20. Alternatively, a bounce from $82.00 could offer a renewed long entry.

ENRICH your inbox with our best storiesDon’t miss out and join our newsletter to get the latest,
well-curated news from the crypto world!

Izabela Anna is a knowledgeable freelance journalist, who boasts over five years of experience covering the cryptocurrency market. Her tenure has seen her navigate through the ebbs and flows of multiple market cycles, giving her a deep understanding within. Her journalistic focus lies in dissecting price action dynamics, scrutinizing the on-chain landscape, and providing insights from a technical perspective, making her a trusted voice in the realm of cryptocurrency reporting.

Read more about

Latest Solana (SOL) News Today

Ripple has just executed the largest single mint in the history of its RLUSD stablecoin. 

According to on-chain data, a staggering 69 million RLUSD was minted directly on the XRP Ledger (XRPL) today.

The 69 million tokens appear to be routed toward the Gemini exchange. 

HOT Stories

A flurry of activity Over the past week, the RLUSD Treasury has been highly active, balancing the stablecoin's supply with a series of multi-million dollar mints and strategic burns across both the XRPL and Ethereum networks.

On Feb. 27, 20 million RLUSD got minted on Ethereum. Roughly 10 million tokens were minted on Ethereum two days before that.  

You Might Also Like

In the meantime, RLUSD's market cap has already surpassed $1.5 billion, CoinGecko data shows.  

RLUSD has experienced a massive wave of exchange integrations, institutional partnerships, and supply growth over the past several weeks. 

Binance officially listed RLUSD for spot trading in late January. Initially available on Ethereum, Binance completed the technical integration to support RLUSD natively on the XRP Ledger (XRPL) in mid-February. As reported by U.Today, the exchange announced an 8.5% Annual Percentage Rate (APR) for RLUSD holders.

In mid-January, the UK-based institutional exchange LMAX Group announced a major multi-year partnership with Ripple. Integrating RLUSD as a collateral asset is part of the deal. 

TLDR: Solana Mobile shipped 200,000+ devices across Saga and Seeker, generating over $5B in onchain volume. The SMS stack integrates with Visa, Stripe, PayPal, and Western Union on Solana’s live financial rails. Stablecoin volume on blockchains hit $27.6T in 2024, surpassing combined Visa and Mastercard totals. Over 75,000 users claimed SKR at launch; 46% staked immediately, signaling strong early retention. Solana Mobile unveiled its Solana Mobile Stack for Android device manufacturers at MWC 2026 in Barcelona. The modular toolkit connects handsets to Solana’s blockchain infrastructure at the hardware level. 

It follows the shipment of over 200,000 devices and $5 billion in onchain transaction volume. The company now targets OEMs seeking recurring revenue beyond device sales.

Solana Mobile Stack Brings Hardware Crypto Wallets to Android Manufacturers According to a press release, the stack bundles three core components: Seed Vault, Seeker Wallet, and the SKR token. 

Seed Vault integrates with a device’s existing secure element and trusted execution environment. Users authenticate via biometrics, similar to tap-to-pay. No seed phrases or third-party custodians are involved.

Seeker Wallet sits on top, giving users the ability to send, receive, buy, and sell digital assets. Peer-to-peer transfers and cross-border payments run at near-zero cost. 

Payment networks including Visa, Stripe, Western Union, and PayPal already operate on Solana. That means users connect to live financial rails from day one.

The stack is modular and opt-in. According to the official press release from Barcelona, it does not interfere with Google Mobile Services, payments certification, or Android security approvals. OEMs can deploy it by region, SKU, or product line. No platform fragmentation risk applies.

MediaTek, the leading smartphone chip vendor by global shipment volume, has opened its development platform to Solana Mobile. 

The stack runs production-ready on MediaTek Dimensity chipsets. Qualcomm chipset support is also included. Trustonic’s Kinibi TEE architecture is integrated for GlobalPlatform-compliant security.  

Solana Mobile has announced the launch of the modular integration solution @solana Mobile Stack for @Android device manufacturers. This solution supports storing digital assets in Seed Vault and enables fast P2P or cross-border transfers through Seeker Wallet, along with direct… pic.twitter.com/U6RGmx5gfl

— MartyParty (@martypartymusic) March 2, 2026

SMS Production Data and OEM Revenue Model Detailed at MWC 2026 Solana Mobile has six-plus months of real-world data from its Seeker device. The network reports 85,000-plus weekly active wallets and over $5 billion in onchain volume. 

More than 500 apps are published on the Solana dApp Store. Around 4,000 active developers are building across the ecosystem.

Devices have shipped to 50 countries. The US, Hong Kong, Japan, and South Korea lead sales. Solana reports 50 to 150 million monthly active addresses on its blockchain, per the press release.

Revenue sharing is built into the model. OEMs earn on transaction fees, staking commissions, and ecosystem activity as their installed base grows. The SKR token launched with over 75,000 claimants. Of those, 46% staked their tokens immediately.

Stablecoin transaction volume on blockchains reached $27.6 trillion in 2024, according to GSMA data cited in the announcement.

That figure exceeded the combined volumes of Visa and Mastercard. Mobile money transactions in emerging markets alone totalled $1.68 trillion that same year.

Regional deployment strategies differ. Emerging markets like India, Brazil, and Mexico focus on stablecoins and yield.

Developed Asia emphasizes self-custody and portfolio tools. Europe targets stablecoin yield and bank connectivity.

Chainlink has enabled transfers of Coinbase’s wrapped Bitcoin token, cbBTC, from Base to the Monad blockchain using its Cross-Chain Interoperability Protocol, enabling more than $5 billion worth of cbBTC to move into the Monad ecosystem.

According to Monday’s announcement from Monad, the integration brings cbBTC into the Monad DeFi ecosystem, where a bevy of applications, including Curvance and Neverland, are adopting cbBTC markets.

The move introduces Bitcoin-backed liquidity to lending, borrowing, and other decentralized finance (DeFi) applications on Monad, an EVM-compatible layer-1 blockchain designed for high-throughput trading and financial use cases.

“As Bitcoin-backed assets grow into the tens of billions, the infrastructure moving them has to meet that scale,” said William Reilly, head of strategic initiatives at Chainlink Labs. CCIP was built with multiple layers of decentralized validation to reduce cross-chain risks and maintain consistent 1:1 backing across networks, he added.

Monad touts throughput of up to 10,000 transactions per second and sub-second finality, positioning itself as infrastructure for transaction-intensive financial applications.

Coinbase launched cbBTC in September 2024 as a wrapped Bitcoin token on Ethereum and Base, backed 1:1 by BTC held in custody and designed to automatically mint and redeem against Bitcoin deposits on the exchange.

New products aim to make Bitcoin a yield-bearing assetUnlike proof-of-stake networks such as Ethereum (ETH) and Solana (SOL), where users can earn rewards by staking tokens, Bitcoin’s proof-of-work design does not natively generate yield. That constraint has historically limited onchain income options for holders of the biggest cryptocurrency, but new financial structures have started to address the gap.

In May, Solv Protocol co-founder Ryan Chow said demand for Bitcoin yield strategies is accelerating, particularly among companies seeking liquidity without selling Bitcoin. He pointed to proof-of-stake integrations and delta-neutral trading strategies as expanding ways Bitcoin can generate returns while supporting network security and liquidity.

That same month, Coinbase launched the Coinbase Bitcoin Yield Fund targeting 4% to 8% annual net returns for institutional investors outside the US. About a month later, Kraken introduced a Bitcoin staking product through an integration with Babylon Labs, allowing users to lock up their BTC and delegate it to secure proof-of-stake networks without bridging or wrapping.

Wrapped Bitcoin has also continued to expand across networks. In November, WBTC integrated with the Hedera network with support from BitGo and LayerZero, extending the largest tokenized version of Bitcoin into another smart contract ecosystem.

Last week, Telegram’s built-in TON Wallet added vaults enabling users to earn yield on Bitcoin within the messaging app through underlying decentralized finance infrastructure.

Magazine: Would Bitcoin really be at $200K if not for Jane Street? Trade Secrets

Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently. Read our Editorial Policy https://cointelegraph.com/editorial-policy

Ethereum is approaching a milestone that few investors would welcome: its longest run of consecutive monthly losses since the 2018 crypto winter.

Since September 2025, ETH has posted six straight monthly declines, a stretch that has cut its price by roughly 60% from its August 2025 record high of $4,953 to below $2,000.

A losing streak of this length is uncommon for a network that is simultaneously posting record transaction activity, and that contrast makes the current phase notable.

Ethereum Monthly Returns Since January 2025 Till Date (Source: CoinGlass)As a result, the immediate issue is not only that ETH has been falling.

The run suggests the market is reevaluating Ethereum's value amid strong network usage, but the mechanisms that once supported a simple bullish thesis for ETH have become harder to model.

That makes the current drawdown different from the 2018 collapse, when the broader crypto market was coming off an initial coin offering boom and much of the sector was still trying to prove it had enduring product-market fit.

Ethereum in 2026 is a much more mature network. It has deeper institutional relevance, larger on-chain economic activity, and broader use across tokenization, stablecoins, and layer-2 networks.

Yet the token tied to that system is still struggling to hold value.

Bitcoin acts like the index, ETH like the high-beta tradeIn broad crypto selloffs, Bitcoin increasingly behaves like the market benchmark, while ETH trades more like the high-beta expression of the sector.

That matters when liquidity thins and sentiment turns defensive. ETH’s market depth is smaller than Bitcoin’s, its positioning is often more leveraged, and its marginal buyer is more sensitive to shifts in macro risk appetite.

When the market de-risks, that structure can turn a broad crypto decline into a sharper move in Ethereum, especially when derivatives rather than spot markets are setting the tone.

This is why ETH's leverage footprint remains central to that story.

Data from CoinGlass shows that ETH futures open interest has dropped 65% from an August 2025 peak of nearly $70 billion to around $24 billion as of press time. This drastic decline explains the market's dearth of risks.

Ethereum Open Interest (Source: CoinGlass)Still, it also shows that the ETH price is being formed in a market where forced positioning changes can dominate. Liquidations, hedging, and contract roll-down can overwhelm discretionary buying when traders pull risk.

Notably, options markets have reflected the same tension.

Deribit analytics have shown sharp jumps in short-dated implied volatility and a heavily negative skew, the classic sign of a market paying more for downside protection than upside exposure.

In practical terms, traders are not just expecting movement. They are paying a premium to guard against the move being lower.

That helps explain the market-implied range of outcomes. With seven-day at-the-money implied volatility recently around the high-70% area, the one-standard deviation band suggests roughly a plus-or-minus $200 move over a week, around $1,950 spot.

That widens to about $430 plus or minus over a month and $740 plus or minus over a quarter.

These are not price targets. They are a snapshot of how uncertain the next quarter remains and how wide the market believes the possible paths have become.

The flow picture has not helped ETH bullsWhile the derivatives market explains how ETH prices move, they do not fully explain why dips are not finding a more durable buyer.

That brings the focus to capital formation, the slower-moving support that determines whether declines attract fresh money or merely trigger temporary rebounds driven by short covering.

On that front, two signals for ETH have remained weak.

The first is the ETF story.

While daily numbers vary, the broader multi-month trend for U.S.-listed Ethereum ETFs has been net redemptions, with the nine funds registering $2.6 billion outflows over the past four months.

Ethereum ETF Monthly Flows (Source: SoSoValue)That matters less as a headline about immediate selling pressure than as a statement on institutional persistence.

When ETF flows are not structurally positive, rallies have to be financed elsewhere. In practice, that often means leaning more heavily on the same derivatives complex that can magnify fragility.

At the same time, institutional acquisitions from digital asset treasury firms have slowed significantly, with BitMine being the only major purchaser in recent months.

In fact, ETHZilla, another ETH-focused treasury firm, has dumped its ETH holdings and pivoted towards tokenized real-world assets.

The second is stablecoin supply, one of the clearest real-time proxies for crypto-native purchasing power.

Over the past months, the major stablecoins have experienced a significant slowdown, which has presented challenging possibilities for a broader market recovery.

For context, Tether's USDT market capitalization has dropped for two consecutive months, signalling that there has not been an expanding pool of fresh liquidity in the space. Notably, this has not occurred since the 2022 collapse of Terra's USDT algorithmic stablecoin.

That matters for Ethereum because its strongest bull phases have tended to coincide with expanding on-chain purchasing power.

When the stablecoin base is flat, price action can degrade into rotations and leverage-driven moves rather than sustained spot accumulation.

In that kind of environment, rebounds can happen, but they struggle to become self-sustaining.

Ethereum is scaling, but that has complicated the value storyThe current downtrend also differs from 2018 because Ethereum’s network is busier and its scaling roadmap is delivering.

Data from CryptoQuant shows Ethereum’s seven-day moving average of daily transactions reached a new high of nearly 2.9 million in early February.

CryptoSlate Daily Brief

Daily signals, zero noise.Market-moving headlines and context delivered every morning in one tight read.

5-minute digest 100k+ readers

Free. No spam. Unsubscribe any time.

You’re subscribed. Welcome aboard.

Ethereum Daily Transactions (Source: CryptoQuant)The drivers for this milestone include continued growth in on-chain use cases, such as tokenizing real-world assets, as well as a shift toward cheaper execution, which has lowered transaction costs for users. Lower fees and higher throughput are generally a win for adoption.

But scaling progress has complicated a valuation framework that many investors leaned on in the post-Merge era.

The “ultrasound money” narrative, reinforced by EIP-1559 and the move to proof-of-stake, centered on fee burn as a potential path to shrinking the supply.

This mechanism still works in periods of high fee pressure when blockspace demand rises and fees jump, burn increases, and ETH can turn net deflationary.

However, the key point is that this path has become conditional rather than automatic.

When demand is normal, or when activity migrates to cheaper execution environments, burn pressure falls. The post-Dencun environment illustrates the trade-off. Blob data has made rollups cheaper to operate, allowing layer-2 fees to fall and capacity to expand.

For ETH holders, it also means the base layer may not extract the same fee revenue during ordinary conditions.

Data from Ultrasound.money has shown periods in which ETH issuance exceeds burn.

That weakens the simplified version of an always-deflationary story and forces a more nuanced debate about how Ethereum captures value in a rollup-dominant future.

The network can grow as a settlement layer while the token's direct monetary case becomes harder to model using analogies investors understand, such as buybacks or dividends.

A six-month losing streak is useful in that context because it suggests the market is repricing the link between ecosystem growth and token value, at a time when macro conditions offer limited support.

What could end the streak?

The next phase for Ethereum likely falls into one of three broad paths.

The first is a capitulation-to-reset outcome. If March 2026 also closes lower, the streak matches the 2018 record, and the psychological burden increases.

In that scenario, ETF redemptions continue, stablecoin supply remains flat, and the options skew remains deeply negative, indicating that hedging demand still dominates.

Price then tends to test the lower edge of the implied volatility cone, not because Ethereum is broken, but because the market wants a bigger discount before taking risk again.

The second is a long period of chop and base-building. This is the less dramatic but perhaps more realistic outcome. Leverage keeps bleeding out, volatility remains elevated but is starting to stabilize, and ETH trades in a wide range while macro data remains mixed.

Ethereum can still show healthier application revenue and stronger layer-2 activity in that world. The difference is that price does not reward it immediately because it is waiting for better liquidity conditions.

The third is a liquidity turn. For ETH to stage a more durable rebound, it likely needs a macro tailwind, some combination of easing risk-off pressure, stabilizing ETF flows and renewed growth in stablecoin purchasing power.

If that happens, the market could start to see Ethereum’s scaling story differently. Instead of focusing on fee compression, investors could put more weight on Ethereum as the settlement layer for a larger economic surface area.

In that framework, the valuation argument moves away from burn alone and toward indispensability.

The main takeaway is that Ethereum is not simply repeating 2018. The market is testing a new narrative under stress.

Ethereum is becoming more usable, but in quiet periods, it is also less obviously monetizable through fees than many investors once assumed.

That tension, combined with macro risk appetite and the quality of capital flowing through ETFs, stablecoins, and derivatives, will determine whether this streak ends as a painful footnote or the start of a longer repricing.

Mentioned in this articlePosted in

Journalist

Posted: March 3, 2026

The crypto market added more than 5% in the past 24 hours, pushing total market capitalization to $2.36 trillion, according to market data. 

The move comes as major tokens posted strong daily gains, with Bitcoin trading above $69,000 and broader momentum building across large-cap assets.

Source: CoinMarketCap

Bitcoin approaches $70K as weekly gains hold Bitcoin traded at $69,385, up 6.11% over the past 24 hours and 7.81% over the past 7 days. Short-term momentum remained positive, with a 0.58% gain in the past hour, suggesting continued bid support near the $70,000 psychological level.

The latest advance places Bitcoin within close range of reclaiming $70,000, a key threshold for traders monitoring resistance zones.

Ethereum and Solana post stronger daily advances Ethereum traded at $2,045, rising 6.69% over 24 hours and 10.09% over the past week, outperforming Bitcoin on a weekly basis. Hourly movement remained modest at 0.02%, indicating consolidation after the broader daily surge.

Solana recorded one of the strongest performances among major tokens, trading at $87.86, up 7.18% in 24 hours and 12.16% over seven days. The token also added 0.28% over the past hour, maintaining intraday strength.

BNB and XRP advance despite softer hourly prints BNB traded at $635.77, up 3.80% in 24 hours and 7.04% over the past week, though it slipped 0.24% in the past hour. XRP changed hands at $1.39, gaining 4.30% over 24 hours and 3.21% over seven days, despite a 0.14% hourly decline.

The mixed hourly readings across some assets suggest short-term cooling following the broader market surge, rather than a reversal of the daily trend.

Market cap expansion signals broad participation The total crypto market cap rose 5.04% in 24 hours to $2.36 trillion, indicating that gains were not confined to a single asset. The synchronized daily increases across Bitcoin, Ethereum, Solana, BNB, and XRP point to broad-based participation in the latest move higher.

Final Summary The crypto market added over 5% in 24 hours, lifting total valuation to $2.36T as major tokens posted strong daily gains. Bitcoin’s move above $69K and solid 7-day momentum across large caps suggest broad market participation in the rebound.

NEW YORK, March 02, 2026 (GLOBE NEWSWIRE) -- Wolf Haldenstein Adler Freeman & Herz LLP announces that a securities class action lawsuit has been filed against Navan, Inc. (NASDAQ: NAVN) and certain of its officers on behalf of investors who purchased or otherwise acquired Navan securities pursuant to the company’s October 31, 2025 initial public offering (IPO).Investors have until April 24, 2026, to seek appointments as lead plaintiff.

PLEASE CLICK HERE TO JOIN THE CASE AND SUBMIT CONTACT INFORMATION

Allegations

According to the complaint, the IPO registration statement and prospectus allegedly:

Contained materially false and misleading statements, and/orOmitted material facts necessary to make statements not misleading. Specifically, the lawsuit claims that Navan:

Would need to significantly increase sales and marketing expenses shortly after the IPOIn order to sustain revenue growth, Gross Booking Volume (GBV), and usage yield growthFailed to adequately disclose these anticipated cost increases and their potential impact on financial performance
Investors who suffered losses have until April 24, 2026 to seek appointment as lead plaintiff.

Why Wolf Haldenstein Adler Freeman & Herz LLP?:

This illustrious firm, founded in 1888, is steadfast in their pursuit of justice for investors who have suffered financial harm due to these misrepresented statements. The law firm brings to the fore over 125 years of legal expertise in securities litigation and has a proven track record of protecting the rights of investors.

We encourage all investors who have been affected or have information that will assist in our investigation, to contact Wolf Haldenstein Adler Freeman & Herz LLP.

Contact:

Phone: (800) 575-0735 or (212) 545-4774Email: [email protected] Person: Gregory Stone, Director of Case and Financial Analysis
Firm Website: Wolf Haldenstein Adler Freeman & Herz LLP

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

Hudbay Minerals Inc. (HBM:CA) M&A Call March 2, 2026 11:30 AM EST

Company Participants

Candace Brule - Senior Vice President of Capital Markets & Corporate Affairs
Peter Gerald Kukielski - President, CEO & Director
George Ogilvie - President, CEO & Director
Chi-Yen Lei - Chief Financial Officer
Andre Lauzon - Chief Operating Officer

Conference Call Participants

Dalton Baretto - Canaccord Genuity Corp., Research Division
George Eadie - UBS Investment Bank, Research Division
Lawson Winder - BofA Securities, Research Division
Matthew Murphy - BMO Capital Markets Equity Research
Orest Wowkodaw - Scotiabank Global Banking and Markets, Research Division
Bryce Adams - Desjardins Securities Inc., Research Division
Martin Pradier - Veritas Investment Research Corporation
Anita Soni - CIBC Capital Markets, Research Division
Stefan Ioannou - ATB Cormark Capital Markets Inc., Research Division

Presentation

Operator

Good morning, ladies and gentlemen. Thank you for standing by. Welcome to the Hudbay and Arizona Sonoran conference call. [Operator Instructions]

I would like to remind everyone that this conference call is being recorded today, March 2, at 11:30 a.m. Eastern Time. I will now turn the conference over to Candace Brule, Senior Vice President, Capital Markets and Corporate Affairs at Hudbay. Please go ahead.

Candace Brule
Senior Vice President of Capital Markets & Corporate Affairs

Thank you, operator. Good morning, and welcome to the conference call announcing Hudbay's acquisition of Arizona Sonoran. The news release announcing the transaction is available on our website at www.hudbay.com. A corresponding PowerPoint presentation is available on the Investor Events section of our website, and we encourage you to refer to it during this call.

As shown on Slide 3, our presenters today are Peter Kukielski, Hudbay's President and Chief Executive Officer; and George Ogilvie, Arizona Sonoran's President and Chief Executive Officer. Accompanying Peter and George for the Q&A portion of the call will be Eugene Lei, Hudbay's Chief Financial Officer; Andre Lauzon, Hudbay's Chief Operating Officer; Nick Nikolakakis, Arizona Sonoran's Chief

Deutsche Telekom AG (DTEGY) Q4 2025 Earnings Call Transcript

Q4: 2026-03-02 Earnings SummaryEPS of -$0.16 misses by $0.07

 |

Revenue of

$294.62M

(-25.91% Y/Y)

misses by $38.62M

Kosmos Energy Ltd. (KOS) Q4 2025 Earnings Call March 2, 2026 11:00 AM EST

Company Participants

Jamie Buckland - Vice President of Investor Relations
Andrew Inglis - Chairman & CEO
Neal Shah - Senior VP, Chief Commercial Officer & CFO

Conference Call Participants

Charles Meade - Johnson Rice & Company, L.L.C., Research Division
Alexa Petrick - Goldman Sachs Group, Inc., Research Division
David Round - Stifel, Nicolaus & Company, Incorporated, Research Division
Christoffer Bachke - Clarksons Platou Securities AS, Research Division
Stella Cridge - Barclays Bank PLC, Research Division
Mark Wilson - Jefferies LLC, Research Division

Presentation

Operator

Thank you for standing by. My name is Colby, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the Q4 2025 Kosmos Energy Earnings Conference Call. [Operator Instructions] I now like to turn the conference over to Jamie Buckland. You may begin.

Jamie Buckland
Vice President of Investor Relations

Thank you, operator, and thanks for everyone for joining us today. This morning, we issued our fourth quarter 2025 earnings release. This release and the slide presentation to accompany today's call are available on the Investors page of our website. Joining me on the call today to go through the materials are Andy Inglis, Chairman and CEO; and Neal Shah, CFO.

During today's presentation, we will make forward-looking statements that refer to our estimates, plans and expectations. Actual results and outcomes could differ materially due to factors we note in this presentation and in our U.K. and SEC filings. Please refer to our annual report, stock exchange announcement and SEC filings for more details. These documents are available on our website. And at this time, I will turn the call over to Andy.

Andrew Inglis
Chairman & CEO

Thanks, Jamie, and good morning and afternoon to everyone. Thank you for joining us today for

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

© bigjom jom / Shutterstock.com

In this volatile market under President Trump’s second term, savvy investors are hunting growth names trading at discounts with explosive potential. Today, I’m going to spotlight two under-the-radar gems I think have plenty of upside potential.

These companies are each beneficiaries of solid valuations, sky-high growth trajectories, and catalysts tied to the AI and Telehealth trends in place. Here’s why these two companies look like screaming buys to me right now for investors looking to double their next $10k investment over the course of the next five years. 

Zeta Global Holdings AI-diven marketing cloud giant Zeta Global Holdings (NASDAQ:ZETA) is an absolute beast of a tech stock, and has officially made back all its 12-month losses at the time of writing. This is a company that’s been hit by concerns around software and cloud stocks (namely due to disruption from AI), but as a key integrator of AI within its core platform, this is a company I think could actually be a hidden winner worth considering. 

I think the numbers speak for themselves. The company reported a bombshell Q4 report a little more than a week ago, with revenue skyrocketing 25% year-over-year to nearly $400 million. That beat estimates handily, as did EPS (came in at $0.28 versus expectations of $0.24). 

With strong full-year momentum implying around 35% growth, ZETA stock is one I think investors aren’t paying enough attention to. That’s in part due to stronger-than-expected operating margins which have improved as the company continues to scale its consumer count.

Additionally, it’s expected that GAAP net income should turn positive this year, meaning the company’s valuation at around 16-times forward earnings is extremely attractive. With a PEG ratio under 1.0 and expected compounded annual growth rate of more than 25% thanks to AI adoption, Zeta is a no-brainer growth stock to consider right now, in my view. 

Talkspace (TALK) Next, let’s dive into Telehealth giant Talkspace (NADSAQ:TALK), and why this company appears poised for some serious stock price appreciation over time. 

The Telehealth space is one that’s certainly not for everyone, and it’s had its fits and starts over the years. Of course, the pandemic supercharged growth for companies like Talkspace, though this company (and others) continue to see a continuation of strong growth in the past. That’s somewhat surprised me, but not to a significant degree.

Just how strong has Talkspace’s revenue growth been? Well, during the company’s most recent Q4 report, Talkspae reported revenue growth of nearly 30% (to a still-small $63 million, but growing). Payor sessions surged, as did active members, by almost the same amount. 

Perhaps most importantly, though, is the bottom line story for Talkspace. The company saw its net income surge into the black, with the company making a key profitability inflation (positive $5 million). That’s still a small margin, but it highlights the company’s focus on operational efficiency and improving its margins.

With plenty of upside relative to its current valuation, this is a small cap pick I think investors may want to consider with the speculative portion of their portfolios. 

CNBC's “Power Lunch” team discusses markets, escalating geopolitical risks, energy prices and more with Jan van Eck, CEO of VanEck Funds.

Live Coverage Updates appear automatically as they are published.

Loading chart data...

BigBear.ai (BBAI) saw Q3 revenue fall 20.1% year-over-year. Shares are down 24.4% year-to-date at $4.08. We’ll be updating this live blog once BigBear’s earnings hit newswires. Simply stay on this page and new updates will post automatically.

BigBear paid $250M for Ask Sage. The Pentagon’s free GenAI.mil platform competes directly with Ask Sage.

BigBear holds a $376M backlog. Backlog conversion to funded revenue is the key metric for Q4 results.

Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.(Sponsor) Live Updates 20 minutes ago

Live

Shares of BigBear.ai are up about 2.27% in late trading today.

Across the past year, shares are down 15%.

The main challenge remains that revenues were $155 million in 2022, $155 in 2023, $158 in 2024, and are expected to be just $134 million this year.

Wall Street is expecting revenues to jump to $164 million in 2026. Yet, with revenues down across all of 2025, BigBear.ai will have to prove to the market it can deliver and justify more multiple expansion.

BigBear.ai reports Q4 and full-year 2025 results today at approximately 4:15 PM ET, followed by an earnings call. Wall Street expects a loss of $0.05 to $0.06 per share on revenue of $33.3 million. Shares are down 24.4% year-to-date, sitting at $4.08 heading into the print. Here’s what investors should watch.

The Numbers That Matter EPS consensus: -$0.05 to -$0.06 (narrower loss than the year-ago period) Revenue consensus: $33.3M Options implied move: approximately 15% in either direction 52-week range: $2.36 to $9.39 What Could Move the Stock Bull case triggers:

Revenue at or above $33M, showing the 20%+ YoY decline has bottomed Concrete funded government contracts tied to the $250M Ask Sage acquisition Improved guidance on the path to profitability and backlog conversion Bear case triggers:

Another revenue miss below $32M, especially with no improvement in operating losses Management failing to address the Pentagon’s GenAI.mil platform, which competes directly with Ask Sage Any negative update related to the Pomerantz Law Firm securities fraud investigation The Wild Cards The DoD’s free GenAI.mil platform is the biggest overhang on the Ask Sage thesis. BigBear paid $250M for that acquisition, and if government agencies can get similar functionality for free, the return on that deal shrinks fast. Management needs to draw a clear line between what Ask Sage offers and what GenAI.mil does not.

The Pomerantz investigation is a secondary but real risk. Securities fraud probes, even preliminary ones, can create headline risk that weighs on small-cap stocks with already thin institutional support.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

© 24/7 Wall St

Top Gaining Stocks

Top Losing Stocks