Market Signal Briefing

The Ethereum Foundation has sold 5,000 ETH to publicly traded treasury firm BitMine Immersion Technologies in an over-the-counter deal worth just over $10.2 million.

Summary

The Ethereum Foundation offloads 5,000 ETH to BitMine as price climbs above $2K The OTC transaction was priced at an average of $2,042.96 per coin ETH is up 8.2% over the past seven days and 2.6% in the past 24 hours The Ethereum Foundation offloads 5,000 ETH to BitMine as the price climbs above $2K, with the transaction priced at an average of $2,042.96 per coin.

0/ Today, the Ethereum Foundation finalized the terms of a 5,000 ETH sale at an average price of $2,042.96 via OTC.

For this sale, our OTC counterparty was @BitMNR.

— Ethereum Foundation (@ethereumfndn) March 14, 2026 The foundation confirmed the sale in a post on X. Proceeds will go toward core operations across the Ethereum ecosystem, covering protocol R&D, ecosystem development, community grant funding, and developer support.

This is the second time the foundation has sold ETH directly to a corporate treasury company. In July last year, it sold 10,000 ETH, worth around $30 million at the time to SharpLink Gaming.

Selling portions of its treasury across different market cycles allows the Ethereum Foundation to fund ongoing development without relying entirely on donations or external sources.

BitMine Immersion Technologies has built one of the largest corporate Ethereum positions in the world.

As of early last week, the company reported owning more than 4.5 million ETH. At recent market prices, those holdings are worth approximately $9.4 billion, placing BitMine ahead of other firms that hold ETH on their balance sheets.

ETH climbs above $2,100 as weekly gains hold ETH gained 8.2% over the past seven days and 2.6% in the past 24 hours, per available price data. The 30-day gain stands at 8.4%, with a one-year increase of 10.5%. The asset crossed back above the $2,100 level at the time of the transaction.

The Ethereum Foundation has not disclosed a specific price target for future sales. Its approach ties treasury activity to funding needs and broader market conditions.

The OTC counterparty for this deal was BitMine, which the foundation confirmed in the same X post.

With BitMine adding the foundation’s 5,000 ETH to its existing position, its total holdings could rise further above the 4.5 million ETH it reported last week.

Bitcoin is extending its recovery, but the market is now approaching a more meaningful technical decision point. After holding the $60,000 region and building a series of higher lows, BTC has pushed back into the low-$70,000s, where short-term momentum is improving. Still, the broader structure has not fully flipped bullish, which means this move is best viewed as a test of resistance until proven otherwise.

Bitcoin Price Analysis: The Daily Chart On the daily chart, Bitcoin continues to trade below both the 100-day and 200-day moving averages, keeping the higher-timeframe trend cautious. The price is also still sitting inside the broader descending structure, even though the latest rebound has clearly improved conditions compared to the panic sell-off seen near the February lows.

The key level to watch remains the $75,000 to $80,000 resistance area, which previously acted as support before turning into supply. As long as BTC stays below that zone, the broader move can still be interpreted as a rebound within a larger corrective phase. On the downside, the $60,000 to $62,000 area remains the main support base, and it is still the level buyers need to defend to preserve the current recovery structure.

BTC/USDT 4-Hour Chart The 4-hour chart looks stronger. Bitcoin has been climbing within a rising channel, and price is once again pressing toward the upper boundary of that formation. The market is now trading around $71,000 to $72,000, with RSI also firming near the upper half of its range, which reflects improving short-term momentum.

That said, BTC is approaching a confluence zone where channel resistance overlaps with horizontal supply around $73,000 to $75,000. This makes the current area especially important. A clean breakout above it would strengthen the case for continuation into higher resistance, while another rejection could send price back toward the middle or lower end of the channel and keep the market in consolidation mode.

On-Chain Analysis The on-chain picture adds a more constructive undertone. The Spot Average Order Size chart shows that recent activity is still being driven more by larger participants than by aggressive retail-style behavior. Historically, that kind of backdrop tends to be healthier than a move led by euphoric small buyers, because it suggests stronger hands are still active even as price trades below the cycle highs.

At the same time, the chart does not show the kind of broad retail frenzy usually associated with late-stage blow-off conditions. In practical terms, that means the current recovery still looks relatively controlled from an on-chain participation perspective. So while Bitcoin is facing an important technical resistance zone on the charts, the order-size data suggests the market has not yet entered a fully overheated phase.

Tags:

Prefer Us On Google

The Ethereum Foundation has sold a portion of its treasury to Tom Lee’s BitMine Immersion Technologies, marking the second instance of a publicly traded firm acquiring ETH directly from the protocol’s core steward.

In a post on X, the Ethereum Foundation said it sold 5,000 Ethereum to BitMine Immersion Technologies at an average price of $2,042.96 per token, totaling just over $10.2 million.

The on-chain transaction was executed through an EF Safe multisig wallet controlled by the Ethereum Foundation.

“This sale funds the [Ethereum Foundation’s] core operations & activities, including protocol R&D, ecosystem development, community grant funding and more,” the EF wrote, adding that it was part of its “ongoing treasury management activities.”

BitMine, chaired by Tom Lee of Fundstrat Global Advisors, is the world’s largest publicly traded Ethereum treasury firm, holding more than 4.5 million ETH valued at a staggering $9.3 billion. The firm has been rapidly accumulating Ethereum since mid-2025, following a strategy inspired by Strategy’s well-known Bitcoin accumulation playbook.

Advertisement  

Ethereum Foundation Offloads More ETH In Second Private OTC Transaction This marks the second time the Ethereum Foundation has sold a portion of its holdings to an Ethereum treasury company. Last July, it sold 10,000 Ethereum — worth roughly $26 million at the time— to iGaming giant Sharplink, which now ranks as the second-largest ETH treasury with about $1.75 billion in the asset. Notably, using an OTC approach allows the sale to bypass public exchange sell pressure.

The Saturday announcement follows the foundation’s recent move to stake part of its treasury, planning to allocate roughly 70,000 Ethereum to validators via open-source infrastructure from Bitwise Onchain Solutions.

Meanwhile, Ethereum has seen a steep decline in recent months, along with most major cryptocurrencies, dropping 57.1% from its $4,946 peak in August 2025, CoinGecko data shows. As a result, BitMine and other Ethereum treasury firms that began accumulating ETH near last year’s highs are facing significant paper losses. Based on SEC filings and estimated purchases since November, BitMine’s unrealized losses are roughly $7.5 billion.

Cover image via U.Today Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.

A conflict has erupted within the Bitcoin community around BIP-110, which by March 2026 has become one of the most discussed topics related to the leading cryptocurrency.

For those not familiar, BIP-110 is a Bitcoin improvement proposal, put forward by a developer under the pseudonym Dathon Ohm in December 2025 with the goal to limit the volume of arbitrary data, images and video that are being written into the blockchain through protocols such as Ordinals and Runes.

The method, though, is the introduction of a temporary 12-month soft fork to filter spam at the consensus level.

HOT Stories

Why Bitcoin veterans oppose BIP-110This is where the key complication emerges. Blockstream CEO Adam Back, a figure whom Satoshi Nakamoto himself mentioned in the Bitcoin white paper, along with other industry veterans such as Jameson Lopp and Wang Chun, have come out categorically against BIP-110.

First and foremost, they cite the threat to neutrality. Back believes that attempts to censor transaction types at the consensus level are more harmful to the network than the spam itself, which he has been actively fighting.

Second is the risk of confiscation. The proposal could make some existing UTXOs unusable, which effectively amounts to freezing user funds. Finally, there is the risk of a network split. Activating a soft fork without broad agreement, with a proposed threshold of 55% instead of the traditional 95%, could lead to the blockchain splitting into multiple branches.

well a problem is 110 is an intentional literal downgrade. it breaks userspace. the bip freezes utxos, breaks miniscript, disables OP_IF and disables upgrade hooks. also temporary softfork is nuts.

— Adam Back (@adam3us) March 15, 2026 Adding fuel to debate, another well-known Bitcoiner under the nickname Hodlnaut accused Adam Back of arrogance and of ignoring the problem of protocol governance.

You Might Also Like

BIP-110 will most likely go down in history as a great filter. If the network rejects it, Bitcoin will reaffirm its resistance to censorship. If it accepts it, BTC will take its first step toward more centralized governance, where rules can change according to the prevailing agenda.

3 mins mins

LIBRA forensics show draft $5m Javier Milei deal; signature, payments unverifiedForensic analysts from Argentina’s Public Ministry Prosecutor’s Office (DATIP) located drafts of a “confidential agreement” on a device tied to promoter Mauricio Novelli that reference a proposed $5 million arrangement linked to Javier Milei’s promotion of the LIBRA token, as reported by La Nación. The materials include a draft dated January 30, 2025, in the pre-launch window for the token, but neither a binding presidential signature nor any related payment has been verified.

Investigators also recovered a letter-of-intent file known as “LOI_KELSIER.docx,” which positioned Milei as an adviser on blockchain and AI. The presence of multiple draft copies suggests negotiations occurred, yet the evidentiary gaps around execution and money flows remain central.

Why it matters: possible Public Ethics Law 25.188 violationsA congressional commission concluded that Milei used his presidential role to amplify a private venture and flagged potential breaches of Argentina’s Public Ethics Law 25.188, according to the Buenos Aires Herald. The report also described meetings between Milei and LIBRA promoters and noted that official facilities were allegedly used, with references to facilitation by Karina Milei.

Political reactions have sharpened scrutiny of the ethics dimension. “Either he’s not very intelligent or he’s a kind of corrupt,” said Diana Mondino, former foreign minister, in remarks reported by El País.

The forensic work continues to frame the factual record while Congress’s findings shape the policy debate. Milei has denied knowledge of any signed agreement and argued he merely “spread” information about LIBRA rather than endorsing it, according to HuffPost España.

Legal analysts note that drafts, letters of intent, and related memos can be probative of intent if corroborated, although they are not dispositive on their own, as reported by AP news. Pending verification of a signature and money trail, any enforcement outcomes remain speculative.

Evidence timeline and unresolved questions in the LIBRA caseKey documents recovered by DATIP and what they implyThe recovered draft agreement and the “LOI_KELSIER.docx” file indicate structured planning around LIBRA’s public promotion before launch. Their timing, content, and placement on a promoter’s device suggest premeditation rather than incidental contact. These artifacts, however, require corroboration to establish execution and benefit.

Unverified items: signature status, payments, and Karina Milei’s roleNo conclusive evidence has surfaced that Milei signed a binding contract, and alleged payments have not been verified via banking records or on-chain analysis. The role of Karina Milei is under examination in connection with access and meeting logistics. An anti-corruption body’s separate review of one social post treated it as an economist’s message, not an official act, as reported by CoinDesk. These issues remain open in the institutional record.

FAQ about LIBRA token scandalDid Milei sign any binding contract and have any payments been verified on-chain or via banking records?No signed contract has been verified, and no payments have been confirmed through banks or on-chain data. Inquiries are ongoing.

What did the Argentine congressional commission conclude and which laws could apply, including Public Ethics Law 25.188?The commission said Milei used presidential authority to boost a private token and flagged possible breaches of Public Ethics Law 25.188. Its findings are not court rulings.

DISCLAIMER: The information on this website is provided as general market commentary and does not constitute investment advice. We encourage you to do your own research before investing.

Rate this post

Bitcoin's hashrate has slipped beneath the 1 zettahash per second (ZH/s) mark as miner income remains painfully thin, with the hashprice daily rate parked at $31 per petahash per second (PH/s).

TLDR: Ethereum Foundation sells 5,000 ETH to BitMine at $2,042.96 per ether in an OTC transaction. EF uses proceeds to fund protocol research, ecosystem growth, and community grants. BitMine now holds 4.53 million ETH, the largest publicly traded ether treasury. OTC sale avoids market disruption while transferring supply to a long-term institutional holder. Ethereum Foundation sells 5,000 ETH to BitMine Immersion Technologies in a $10.2 million over-the-counter transaction.

The sale supports the foundation’s operational funding while transferring ether to one of the largest institutional ETH holders in the market.

Ethereum Foundation Uses OTC Sales to Manage Treasury The Ethereum Foundation confirmed the sale of 5,000 ETH through an over-the-counter transaction. The deal was completed with BitMine Immersion Technologies at an average price of $2,042.96 per ether.

The foundation manages the Ethereum network’s development, research programs, and community initiatives. It periodically sells portions of its holdings to maintain operational liquidity.

BREAKING: The Ethereum Foundation just sold 5,000 ETH worth $10.2M via OTC to @BitMNR at $2,042.96 per ETH

The Buyer?#BitMine, led by Tom Lee, the LARGEST publicly traded $ETH treasury company holding 4.5M+ ETH worth $9.3B. pic.twitter.com/P4OO36feNH

— Crypto Patel (@CryptoPatel) March 15, 2026

Funds from this transaction will finance protocol research, ecosystem grants, and developer support. These programs are central to sustaining Ethereum’s technical and community growth.

The foundation maintains a reserve management strategy to balance digital assets with fiat-like holdings. This structure ensures that operational expenses remain covered without liquidating significant amounts on public exchanges.

Annual expenditures are targeted at roughly 15% of treasury value. Additionally, the foundation maintains a two-and-a-half-year buffer to cover operational costs in case of unexpected fluctuations.

Over-the-counter deals allow such sales to occur privately. This prevents immediate market pressure and price swings that could occur on public exchanges.

OTC sales have become a standard method for crypto organizations to execute large transactions without disrupting trading dynamics. The approach also aligns with the Ethereum Foundation’s treasury policy.

BitMine Strengthens Its Institutional ETH Position BitMine Immersion Technologies acted as the buyer in this transaction. The company now holds approximately 4.53 million ETH, valued at over $9 billion at current market prices.

The firm is led by Tom Lee, who is also the chief investment officer at Fundstrat. BitMine has been expanding its ether holdings as part of its long-term treasury strategy.

0/ Today, the Ethereum Foundation finalized the terms of a 5,000 ETH sale at an average price of $2,042.96 via OTC.

For this sale, our OTC counterparty was @BitMNR.

— Ethereum Foundation (@ethereumfndn) March 14, 2026

In addition to ETH, the firm holds about 195 BTC and more than $1 billion in cash reserves. BitMine also maintains equity stakes in multiple companies, including a $200 million investment in Beast Industries.

It owns a 7% share in Eightco, a treasury entity connected to the Worldcoin project. This diverse portfolio complements its primary focus on ether accumulation.

Market coverage included social media mentions highlighting the transaction:

Tweet Example: “Ethereum Foundation sells 5,000 ETH to BitMine in a $10.2M OTC deal at $2,042.96 per ETH. The sale supports EF operations while BitMine expands its institutional ether holdings.”

The transaction reflects continued structured ether distribution, moving supply from operational wallets to long-term institutional holders.

Cover image via U.Today Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.

It seems that Flare Network has taken another powerful step toward dominance across decentralized finance for XRP holders. It was officially announced that FXRP — wrapped XRP on Flare — is expanding to Yellow Network. The move further strengthens Flare’s positioning as a key infrastructure layer for unlocking XRP liquidity across multiple blockchain environments.

How XRP, Flare and Yellow are connected to Ripple's Chris LarsenFor those unfamiliar, Yellow, essentially a Layer-3 network, uses a unique clearing technology without intermediaries, which promises to enable asset trading at lightning speed and minimal cost by aggregating liquidity across different networks. Its architecture is designed to reduce fragmentation and improve capital efficiency for active market participants.

This integration is not accidental. Back in September 2024, Ripple co-founder Chris Larsen led Yellow’s $10 million seed funding round, highlighting the importance of Yellow’s technology for the XRP ecosystem.

HOT Stories

Now, thanks to the FXRP integration on Yellow, users will be able to utilize their XRP in DeFi operations on Yellow Network while maintaining control over their assets and avoiding the risks associated with traditional bridges.

You Might Also Like

At the moment, FXRP is already seeing strong community interest. On Flare, the amount has surpassed 132 million FXRP. More to it, around 89% of all wrapped XRP tokens on Flare are currently deployed in DeFi protocols such as Morpho.

Flare CEO Hugo Philion himself predicts that reaching $1 billion in XRP on Flare is coming soon. This forecast is not without foundation, considering both the new integration with Yellow and the fact that FXRP officially expanded to Base, Coinbase’s network, earlier this week.

TLDR: USDT dominance hits multi-year resistance near 9%, historically triggering market pullbacks. Rejection at 9% may rotate capital from USDT back into Bitcoin and altcoins. Historical mean reversion targets ~4.8% as stablecoin liquidity balances with crypto markets. USDC adjusted volume surpasses USDT, influencing dominance trends and liquidity flows. USDT dominance in 2026 is testing a multi-year resistance near 9%, a level that historically triggers market shifts, potentially rotating stablecoin liquidity back into cryptocurrencies and affecting broader market capitalization.

USDT Dominance Confronts Key Resistance USDT dominance is approaching a significant multi-year descending resistance near 9%, a level that has repeatedly rejected price advances since 2022. Historical charts indicate prior peaks during mid-2022 and early 2023, each resulting in sharp pullbacks. 

Traders monitor this area as a clear indicator of market risk-off behavior. The dominance metric has formed a symmetrical wedge pattern, with ascending support stemming from 2018–2020 levels. 

This structure compresses volatility and highlights the importance of the 9% ceiling as a critical boundary for stablecoin allocations. Each previous retest of this resistance resulted in strong rejections, suggesting capital was temporarily withdrawn from risk assets into USDT.

As investors increase stablecoin holdings during periods of uncertainty, spikes in USDT dominance signal peak market fear. A rejection at this resistance would likely redirect liquidity back into cryptocurrencies. 

Analysts note that historical peaks often preceded renewed market participation in Bitcoin, Ethereum, and other digital assets, marking a rotation from defensive to risk-on positioning.

Historical Patterns and USDC Influence Historically, USDT dominance has reverted to a 4–5% range after major spikes, with the ~4.8% zone acting as a structural equilibrium for crypto liquidity. 

Such declines correspond with increased capital deployment into risk assets, fostering market growth across altcoins and large-cap cryptocurrencies. 

Tweets from analysts confirm these historical rotations, highlighting that reversion periods typically follow fear-driven peaks.

USDC adjusted volume has surpassed USDT for the first time year-to-date, achieving a 64% market share in real-user transaction activity. This change reflects a shift in stablecoin utilization, especially for everyday payments and institutional transfers. 

While USDT remains the largest stablecoin by market capitalization at $184 billion, USDC’s rise to $79 billion in supply signals a diversification of stablecoin liquidity that could influence dominance trends.

Adjusted transaction volumes, which filter for genuine market activity, provide insight into how capital is flowing between exchanges and DeFi protocols. 

Market participants are observing if USDT rejection near 9%, combined with USDC growth, could trigger renewed allocation of stablecoin liquidity back into cryptocurrencies. 

This pattern may mark potential short-term bullish momentum for risk assets while keeping market dynamics closely tied to stablecoin behavior.

TLDR: Bitcoin ETF inflows stay positive during price dips, signaling ongoing institutional accumulation. Whale activity reaches a six-year high, showing large holders are buying strategically. Retail investors exit positions, while institutional demand absorbs market selling pressure. Consolidation around $70K reflects accumulation and support from long-term Bitcoin holders. Bitcoin ETF inflows remain robust despite recent price fluctuations, showing long-term institutional accumulation. At the same time, on-chain data reveals the exchange whale ratio at a six-year high, suggesting strategic buying by large holders.

ETF Inflows Show Sustained Institutional Demand Bitcoin ETF inflows continue to rise even as prices declined from above $120K toward $90K. Weekly data shows strong positive inflows, reflecting ongoing interest from institutional investors.

The divergence between price and capital flows indicates accumulation during market weakness. Large investors treat dips as opportunities, adding to ETF positions. 

This behavior contrasts with retail traders who often react to volatility. The iShares Bitcoin Trust ETF (IBIT), according to Robert Mitchnick, Head of Digital Assets at BlackRock, attracted around $26 billion in inflows. 

$BTC ETF flows stay positive despite war headlines 🔥

While geopolitical tensions are escalating, capital is still flowing into Bitcoin ETFs.

This aligns with what BlackRock’s Head of Digital Assets recently admitted:

• BlackRock’s Bitcoin ETF has $26B in inflows, ranking 4th… pic.twitter.com/cOdkHbyTAS

— Wise Advice (@wiseadvicesumit) March 15, 2026

Despite being among the top global ETFs by capital inflows, it remains the only one in the top 20 showing a negative return.

This pattern highlights the conviction of long-term investors. While price appears weak in the short term, capital inflows continue steadily, signaling structural demand for Bitcoin. 

Investors who follow ETF inflows can observe where large pools of capital are building positions. Market commentary on social platforms reinforces this behavior. 

Tweets note that institutional buyers continue to accumulate during price dips rather than chasing short-term momentum, reflecting a patient approach to Bitcoin exposure.

On-Chain Data and Whale Accumulation The Bitcoin exchange whale ratio recently reached a six-year high. This metric tracks the activity of large holders moving funds to or from exchanges. 

High ratios typically indicate accumulation by whales during market lows. Retail participation is at its lowest level in six years, suggesting weaker hands are exiting positions. 

Meanwhile, whales continue absorbing supply, gradually shifting ownership toward long-term holders. Price action shows consolidation around $70K. 

The exchange $BTC whales ratio is its highest level in 6 years.

Whales buy at low prices and sell at high. Conversely, retail investors buy at high prices and sell at low.

When the exchange whale ratio increases, it marks a short-term bottom, and when the ratio is at its peak,… pic.twitter.com/KefHwJFrzy

— CW (@CW8900) March 14, 2026

Pullbacks toward this support zone are consistently absorbed by demand, reflecting accumulation rather than panic selling. On-chain indicators confirm the market structure favors long-term accumulation, not speculative trading.

ETF inflows combined with whale activity provide insight into structural demand. Capital continues moving into regulated vehicles while larger holders secure Bitcoin off exchanges, setting the stage for potential upward trends once consolidation ends.

The current combination of ETF inflows and on-chain whale accumulation indicates a market phase dominated by long-term strategic investment rather than short-term speculation. This dual signal is a key indicator of Bitcoin’s ongoing structural support.

If you're an investor looking for growth stocks in the energy sector, start by searching for companies that are benefiting from the increasing electricity demands of data centers and the increased use of nuclear power in the U.S.

Vistra (VST 0.40%) and Constellation Energy (CEG +0.18%) fit those descriptions, and both of their shares are worth holding on to for the next decade.

Image source: Getty Images.

Vistra sees long-term growth in serving hyperscalers Vistra is the largest unregulated power producer in the U.S., and partners with Amazon (AMZN 0.87%) and Meta Platforms (META 3.77%) to help them meet their power needs. The Texas-based company generates 44,000 megawatts (MW) of energy through nuclear, natural gas, coal, and battery energy storage facilities. Its shares are down by a little more than 1% so far in 2026, but are up more than 46% over the past year.

Today's Change

(

-0.40

%) $

-0.63

Current Price

$

158.95

In 2025, Vistra's revenue rose 2.9% to $17.7 billion, thanks to an AI-driven surge in electricity demand from data centers. Net income fell 52.5% to $233 million due to higher interest expenses and costs related to recent acquisitions.

The company is expected to close its $4 billion deal to buy Cogentrix Energy later this year, adding roughly 5,500 MW of natural gas-fueled generation capacity. It closed a 2,600 MW acquisition from Lotus Infrastructure Partners in November for $1.9 billion.

For 2026, management is guiding for adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $6.8 billion to $7.6 billion, which would be a 22% increase at the midpoint. Analysts currently project a one-year earnings per share (EPS) growth rate exceeding 230% as the company's newer nuclear agreements and natural gas expansions in the Permian Basin come online.

The company has a 20-year agreement to provide Amazon Web Services with up to 1,200 MW of electricity from its Comanche Peak Nuclear Power Plant, and a similar deal to provide 2,600 MW to Meta from a trio of nuclear plants.

One of the more subtle reasons to buy Vistra is its dividend. Thanks to the stock's rise, the yield has fallen from the 2.2% to 3.5% range it lived in just a few years ago to around 0.6% currently. However, the company has raised its payouts (admittedly, by small increments) for 17 consecutive quarters. Despite those increases, the payout ratio is only 41.2%, leaving it room for further dividend hikes.

Constellation Energy could be a star performer Constellation, based in Baltimore, is the largest regulated producer of nuclear energy in the U.S., as well as the largest generator of carbon-free energy. Its revenue should grow, thanks in part to long-term deals with Microsoft (MSFT 1.57%) and Meta. The stock is up more than 49% over the past year, though down more than 14% so far in 2026.

Today's Change

(

0.18

%) $

0.55

Current Price

$

302.10

In the fourth quarter, its adjusted operating EPS rose 8% year over year to $9.39, and revenue rose 12.9% to $6.07 billion.

Constellation has already made a big acquisition this year, buying Calpine, known for its natural gas and geothermal power facilities, for $16.4 billion. The company said the move will be accretive to its adjusted operating EPS by more than 20% in 2026 and add at least $2 to EPS in future years.

Also driving revenue growth will be its planned restart of the Unit 1 reactor at the Crane Clean Energy Center, formerly known as the Three Mile Island nuclear facility. With the aid of a $1 billion Department of Energy loan and a 20-year power purchase agreement with Microsoft, the project is expected to generate 835 MW. The company has a similar 20-year deal in the works with Meta for power from the Clinton Clean Energy Center in Illinois.

HomeMarketsU.S. & CanadaMarket SnapshotMarket SnapshotIn Europe, the ‘bank and tank’ theme still looks attractive, according to Seth Meyer at Janus Henderson InvestorsPublished: March 15, 2026 at 12:00 p.m. ET

It’s easy to boil down what mattered most to markets over the past two weeks: the price of oil, the blocked Strait of Hormuz and how long the Iran conflict might last.

Global oil prices climbed back up to $100 a barrel on Friday and stocks slumped, despite the Trump administration’s decision to temporarily allow Russia to sell floating tankers of sanctioned crude into the market.

NEW YORK, March 15, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Eos Energy Enterprises, Inc. (NASDAQ: EOSE) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Eos Energy securities between November 5, 2025 and February 26, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/EOSE.

Eos Energy Case Details

The Complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, the Complaint alleges that Defendants failed to disclose to investors that:

(1)  the Company was unable to achieve the ramp in production and capacity utilization required to achieve its previously set guidance; 
(2)  the Company’s battery line downtime was running well above industry norms, the design intent of the line, and internal forecasts; 
(3)  the Company was experiencing delays in the ability for its automated bipolar production to hit quality targets; 
(4)  the Company’s inadequate systems and processes prevented it from ensuring reasonably accurate guidance and that its public disclosures were timely, accurate, and complete; and 
(5)  that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

What's Next for Eos Energy Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/EOSE. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Eos Energy you have until May 5, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Eos Energy Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Eos Energy Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

Attorney advertising.
Prior results do not guarantee similar outcomes.

NEW YORK, March 15, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Lakeland Industries, Inc. (NASDAQ: LAKE) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Lakeland securities between December 1, 2023 and December 9, 2025, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/LAKE.

Lakeland Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding Lakeland's business, operations, and prospects. Specifically, Defendants 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 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.

What's Next for Lakeland Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/LAKE or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Lakeland you have until April 24, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Lakeland Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Lakeland Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

Attorney advertising.
Prior results do not guarantee similar outcomes.

NEW YORK, March 15, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Trip.com Group Limited (NASDAQ: TCOM) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Trip.com securities between April 30, 2024 and January 13, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/TCOM.

Trip.com Case Details

The Complaint alleges that the Defendants, throughout the Class Period, made false and/or misleading statements and/or failed to disclose that:
      (1)   Defendants recklessly understated the regulatory risk facing Trip.com as a result of its monopolistic business activities; and
      (2)   as a result, defendants’ statements about Trip.com’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times.

What's Next for Trip.com Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/TCOM. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Trip.com you have until May 11, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Trip.com Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Trip.com Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

Attorney advertising.
Prior results do not guarantee similar outcomes.

Tom Yeung here with your Sunday Digest. 

Last fall, InvestorPlace Senior Analyst Eric Fry made the call: 

It was time to sell… sell… sell the first wave of AI stocks. 

In Fry’s Investment Report, his flagship stock-picking service, that meant getting out of: 

Oracle Corp. (ORCL) for a 27% gain  Advanced Micro Devices Inc. (AMD) for a 110% gain  And in Leverage, his options trading service, that meant taking partial or remaining gains on: 

Coupang Inc. (CPNG) calls for a 100% gain  Teradyne Inc. (TER) calls for a 600% gain  Corning Inc. (GLW) calls for a 1,000% gain  The timing was spot-on. Since then, we’ve seen shares of hundreds of AI-related stocks get crushed. Companies that were once considered AI leaders, like Salesforce Inc. (CRM) and Intuit Inc. (INTU), are down roughly a third. Even the mighty AMD and ORCL have seen their valuations fall back to Earth as the early bottlenecks of the AI Revolution come unstuck. Oracle now trades at half of its peak prices.

Oracle stock

At its core, the former gatekeepers of AI technologies are quickly seeing their dominance vanish… some from supply chains catching up, and others due to AI itself. If two CNBC reporters could use AI to build a clone of project management firm Monday.com Ltd. (MNDY), what’s stopping all of us from replacing other software firms? Building new database management software? Designing new chip architectures?  

That’s triggered a mad rush into “HALO” stocks, short for high assets, low obsolescence companies. 

Railways… utilities… miners… not to mention oil and gas stocks. 

Now, I must emphasize that most of these HALO picks will underperform over the long term. They’re mostly low-returning, zero-growth companies that offer little beyond quarterly dividends. They’re supposed to be dull… which means their returns are too. 

But here’s the thing: Eric has spent decades identifying these exact types of future-proof companies that trade at enormous discounts… and then rise 100%… 500%… 1,000% or more. Many are exotic companies that trade across the globe, hiding beyond Wall Street’s sights. I know the concept might give you pause. Who wants to own the over-the-counter stocks of an Australian gold company or a South African platinum miner? 

Well, Eric’s subscribers were certainly happy when he recently sold those Westgold Resources Ltd. (WGXRF) sharesfor 1,014% gains and Impala Platinum Holdings Ltd. (IMPUY) shares for 310% profits.  

And on Wednesday at 1 p.m. ET, Eric will expand on this idea in a free online presentation he’s calling FutureProof 2026. 

In it, he will outline how a new wave of overlooked companies will replace the first wave of AI darlings… and how they will help protect your portfolio from what an AI-powered future might bring. 

You can click here to reserve your seat.

Now, allow me to illustrate how simple these investment ideas can be with two prime examples… 

The Second-Order Fertilizer Winner  The Middle East isn’t just an energy hub… it’s a major supplier of nitrogen-based fertilizers too. 

In fact, the Persian Gulf region produces so much of these nutrients that it’s responsible for up to 40% of all global exports – making it even more dominant in nitrogen-based fertilizers than in oil and gas. 

Conflict in the Middle East has since sent prices of nitrogen-based fertilizers skyrocketing. Urea prices are up around 55% from the start of the year and will likely keep climbing as the spring planting season gets underway. 

The most direct beneficiaries have already seen the news reflected in share prices. CF Industries Holdings Inc. (CF) has surged more than 45% since the start of the year, while Nutrien Ltd. (NTR) is up 20%. These American companies are major nitrogen-based fertilizer makers and compete most directly with Middle Eastern imports.   

However, one fertilizer company has only started to rally: 

The Mosaic Co. (MOS).    

This Tampa-based firm is North America’s largest producer of potassium- and phosphorous-based fertilizers potash and phosphate. In fact, it produces roughly 12% and 10% of the global output of these two nutrients.  

Now, these two fertilizers are not nitrogen-based, like the types the Gulf states export. So, the stock has barely risen since January.  

Think of fertilizers like a three-legged stool. Each type represents a different leg, and you need all three to produce a stable crop. It’s why you’ll often see the “N-P-K” (nitrogen-phosphate-potassium) acronym on fertilizer bottles, and why fertilizing a lawn without soil testing first is a recipe for disaster.  

In theory, these three nutrients are not interchangeable.  

However, different crops need different amounts of N-P-K. Corn requires more nitrogen, while soybeans rely on far less. So, high prices for one type of nutrient can often cause shifts in what farmers plant.    

That’s why shares of Mosaic should rise from current levels. Farmers are very sensitive to price inputs, and rising nitrogen fertilizer prices will trigger a stampede into crops like soybeans. One researcher at the University of Arkansas’ System Division of Agriculture is already predicting 3.5 million acres of soybeans this year – a level not seen since 2017. (Soy uses far more potash than corn.) 

We’re also fast approaching the start of the U.S. planting season. So, even if nitrogen-based fertilizers are allowed past the Hormuz Strait within the next several weeks, many American farmers will have already locked in their potash and phosphate demand for the whole year.  

Most importantly, Mosaic is a perfect example of a future-proof company hiding in plain sight.  

Few people besides farmers think about potash or who makes it. Even fewer previously considered how AI-resistant fertilizer companies are. Yet vertically integrated fertilizer makers will be almost impossible for AI to replace. Companies must mine minerals out of the ground, process them, and then sell them through international distribution networks. And no matter how smart AI gets, we all still need to eat.  

MOS likely has a 2X upside from here. 

Future-Proofing Your Liquor Cabinet  The second pick is an Australian company that, like single malt whiskeys, only gets better with time. 

I mean this in the literal sense. 

Lark Distilling Co. (LRK.AX) is a Tasmania-based spirits firm that specializes in high-end libations. Its flagship blended malt whisky, the Symphony No. 1, has won “Australia’s Best” at the World Whiskies Awards for four consecutive years. Meanwhile, its single malts, like the $200 Classic Cask, are highly rated and routinely earn gold medals at international competitions. 

Shares trade on the Australian Securities Exchange, out of Wall Street’s sights. 

Now, there are three things to know about Lark. 

The first is its recent history. The company overexpanded in the years leading up to the Covid-19 pandemic and overestimated demand from China. Revenues fell by a third between 2022 and 2024 after post-pandemic spending began to dry up. That sent shares from a high of 5.44 Australian dollars to below 1.00 AUD, where it continues to trade today. Lark’s CEO also resigned during this period after a shocking video showed him using illicit drugs. That left the firm leaderless for over a year during this crucial time. 

The second is its turnaround. In 2023, Sash Sharma took over as CEO, and the business began to stabilize under him and a new chief financial officer. The company expanded its retail footprint at Australian airports, onboarded new export partners, added distributor partnerships across Asia, and consolidated its production to a single site. The company reported a 2% sales growth in fiscal 2025 and is on track to notch an 8% growth rate this year. Analysts expect growth to accelerate to 28% next year as new distribution channels come online. 

The third is valuation. Like most firms, Lark records the value of its inventories at cost (or net realizable value if that’s lower). But unlike everyone else, Lark’s inventories become more valuable with time. All else equal, a 15-year single-malt is worth more than a 10-year version, and so on.  

Allow me to do some math. Currently, Lark has 2.5 million liters of whiskey under maturation in its whiskey bank, with a balance sheet value of AUD$57.2 million at cost. Once you add cash, equipment, and receivables, and then deduct debt and depreciation, Lark is worth a tangible book value of roughly AUD$8 million at cost. 

Here’s where a mismatch exists. At today’s stock prices, Lark Distilling’s market capitalization is just AUD$74 million, which is less than the AUD$84 million I just mentioned. So, you’re buying a company for a double-digit discount to tangible assets. 

Even better, we know that Lark’s whiskey bank is worth more than AUD$57.2 million. (To give you a sense, that’s just $8 per 500-milliliter bottle.) The company sells its 500ml single-malt bottles for at least $200, so inventory values are a magnitude higher than what’s on the books.  

That makes Lark a potential 4X company if it’s bought out, or a 10-bagger if it manages to complete its turnaround and regain profitability. Until AI figures out how to age whiskeys faster than Mother Nature can, Lark will remain a relatively future-proof company with plenty of hidden “liquid” assets.  

Looking Further Afield  International markets sometimes offer strangely incredible deals. Over a thousand companies outside America trade at negative enterprise value, meaning they could theoretically buy back every share and still have money left over for shareholders. 

In fairness, many of these picks will end up going nowhere. International and frontier markets can be notoriously difficult to navigate, and companies in these markets are often horrendously managed. Even Lark Distilling may fail to turn its multimillion-dollar whiskey bank into a profitable business. 

But some will turn small stakes into minor fortunes. 

That’s why I encourage you to sign up for Eric’s FutureProof 2026 event, scheduled for next Wednesday, March 18, at 1 p.m. ET. During that free broadcast, he will outline exactly what early AI investors got right… how they earned their millions… and what the next wave of investors should be looking at right now. 

Eric will also share the names and tickers of 15 companies already beginning to benefit from AI’s emerging bottlenecks. If history is any guide, the next Nvidia-style winner may come from the companies solving AI’s newest constraints.  

Reserve your spot here.

Until next week, 

Thomas Yeung, CFA 

Market Analyst, InvestorPlace 

Thomas Yeung is a market analyst and portfolio manager of the Omnia Portfolio, the highest-tier subscription at InvestorPlace. He is the former editor of Tom Yeung’s Profit & Protection, a free e-letter about investing to profit in good times and protecting gains during the bad.

NEW YORK, March 15, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against BellRing Brands, Inc. (NYSE: BRBR) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired BellRing securities between November 19, 2024 and August 4, 2025, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/BRBR.

BellRing Case Details

The Complaint alleges that throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose materially adverse facts. Specifically, the Complaint alleges that:
(1) the Defendants failed to disclose to investors that its strong sales results did not reflect increased end-consumer demands or brand momentum; 
(2) rather, customers accumulated excess inventory as a safeguard against product shortages that had previously constrained BellRing’s supply; 
(3) once customers gained confidence that product shortages were a thing of the past, they promptly reduced their inventory by selling through existing products and cutting back on new orders; and 
(4) following the destocking, the Company admitted that competitive pressures were materially weakening demand.

What's Next for BellRing Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/BRBR. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in BellRing you have until March 23, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to BellRing Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for BellRing Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

Attorney advertising.
Prior results do not guarantee similar outcomes.

Investors will buy and sell high-quality stocks periodically, but calling a stock a "never sell" places it in a different category. That says that a shareholder will continue to hold regardless of the company's challenges or industry downturns.

Admittedly, it may also be dangerous to label a stock as such, as seemingly rock-solid investment theses can sometimes get broken. Still, it is unlikely I'm letting go of my shares of Advanced Micro Devices (AMD 2.33%), and here's why.

Image source: AMD.

Why I'm keeping AMD in my portfolio Ultimately, I am staying with AMD because of CEO Lisa Su's long-term success with the company. Su took a nearly bankrupt chip company in the early 2010s and turned it around by focusing on CPUs and GPUs. This proved fortuitous as the rise of AI made these chips more essential.

Moreover, her focus on that part of the chip industry allowed AMD to focus on quality, eventually surpassing Intel in CPUs. It also made competitive strides versus Nvidia in some parts of the GPU market and became a leader in gaming and later, embedded chips.

To be fair, AMD appeared to lose out amid Nvidia's development of the AI accelerator. However, the company has closed much of the gap in this area, and its upcoming MI450 AI accelerator is on track to surpass Nvidia's future Vera Rubin accelerator in many respects.

This growing technical prowess likely helped lead to its recent agreement with Meta Platforms to power the Facebook parent's next-generation AI infrastructure. This and other deals should help AMD drive steady gains.

Also, amid that success, AMD told investors that it expects to grow revenue at a compound annual growth rate (CAGR) of 35% over the next three years. That included a 60% CAGR for its data center segment, which designs its AI accelerators. That would place that part of the business on par with Nvidia's 65% annual revenue growth in fiscal 2026.

It is also worth noting that Nvidia derives over 90% of revenue from its data center segment. In comparison, AMD derives just under half of its revenue from the data center segment now, though its expected growth rate implies that it will soon earn most of its revenue from that business.

Furthermore, AMD's valuation has become increasingly favorable. Although its 77 P/E ratio may appear high, rapid profit growth has it on track for a forward P/E ratio of 31. That compares well to the S&P 500's average 29 P/E ratio, implying that its accelerated growth could take the stock much higher over time.

Today's Change

(

-2.33

%) $

-4.60

Current Price

$

193.14

Holding AMD Thanks to its growing importance in AI and the chip industry in general, I'm never selling, or at least I'm highly unlikely to sell my AMD stock.

Yes, AMD lags behind Nvidia in the AI chip industry. Nonetheless, its technical strides have made it a major player in that fast-growing industry. With that, its stock continues to make gains even as its valuation is set to fall. Amid those conditions, AMD is fast becoming Nvidia's most formidable competitor, and that will likely continue to translate into higher returns in the AI stock.

Will Healy has positions in Advanced Micro Devices. The Motley Fool has positions in and recommends Advanced Micro Devices, Intel, Meta Platforms, and Nvidia. The Motley Fool has a disclosure policy.

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

At the center of global capital markets sits a quiet powerhouse that processes trillions in daily transactions across stocks, oil, interest-rate swaps, and more — quietly enabling price discovery, ensuring trades settle reliably, and delivering the essential data and indices that institutions depend on for risk management.

New challengers struggle to gain traction against its high protective walls. Replicating its infrastructure demands decades of regulatory approvals, immense network scale that startups cannot quickly achieve, and prohibitive switching costs that lock participants in once they are connected. Even advanced technologies like artificial intelligence can accelerate analysis but cannot duplicate the regulated backbone or the deep institutional trust that comes from being embedded as the system itself.

This is no speculative growth play — it is a fortified financial infrastructure: Intercontinental Exchange (NYSE:ICE). With its stock down 16% from its 52-week high, this could be a solid addition to any portfolio.

Network Effects That Form a Self-Reinforcing Flywheel Intercontinental Exchange’s platforms benefit from one of the strongest network effects in any industry. The New York Stock Exchange, which it owns, lists companies with the largest combined market capitalization on earth. The more participants trade there, the tighter the spreads and the deeper the liquidity, which in turn attracts even more volume. 

The same dynamic powers its futures markets for Brent crude (the global oil benchmark), natural gas, agricultural commodities, and financial derivatives. A rival exchange might open its doors, but without instant liquidity it withers. Institutions cannot afford to split their flow; they need the deepest pool, and ICE has spent 25 years becoming that pool. 

This flywheel is not easily copied and is immune to the kind of fragmentation that has hurt newer trading venues.

Regulatory and Licensing Barriers That Are Practically Permanent Exchanges and clearinghouses are not businesses anyone can launch with a few coders and venture capital. They require licenses from the SEC, CFTC, FCA, and dozens of other global regulators. Intercontinental Exchange holds a portfolio of these approvals built through decades of compliance, acquisitions, and systemic importance. 

Its clearinghouses act as the central counterparty for futures and credit-default swaps, guaranteeing performance even if a major bank fails — something regulators will never lightly hand to an unproven player. The financial reforms enacted in 2008 actually strengthened Intercontinental’s position by mandating central clearing, turning regulatory scrutiny into a competitive shield. No fintech or AI-driven upstart can replicate that overnight, or even in a decade.

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)

Vertical Integration Across the Entire Financial Stack What truly makes Intercontinental Exchange’s defenses impregnable is its end-to-end control. It does not just run trading venues; it clears the trades, prices the bonds, supplies the reference data and indices, and even powers the U.S. mortgage origination and servicing pipeline through ICE Mortgage Technology. 

This vertical integration creates massive switching costs: a bank using Intercontinental for futures clearing is unlikely to move its NYSE listings or mortgage workflow elsewhere. Roughly half of revenue comes from recurring data subscriptions and clearing fees that are far less sensitive to market swings than pure transaction volumes. The result is a business whose advantages compound quietly year after year, protected from both cyclical downturns and technological substitution.

Financial Results That Cement the Fortress Intercontinental Exchange’s 2025 full-year results showcase how these defenses translate into superior financial strength. The company delivered record net revenues of $9.9 billion, up 7% year-over-year, marking its 20th consecutive year of record revenues. Net income reached $3.3 billion, while adjusted earnings climbed 14% to $6.95 per share. Operating margins hit 50% ( 60% on an adjusted basis), reflecting exceptional efficiency and pricing power. 

Most impressively, adjusted free cash flow surged 16% to a record $4.2 billion, with operating cash flow at $4.7 billion — enabling $2.4 billion returned to shareholders through dividends and $1.3 billion in buybacks. 

These metrics highlight an “all-weather” model: diversified across exchanges, fixed income/data, and mortgage tech, with sticky recurring revenue driving consistent compounding even in volatile markets

Key Takeaways Plenty of stocks boast wide moats that protect them from competition, margin pressure, and emerging threats such as artificial intelligence. Payment networks, credit-rating agencies, and certain software platforms all enjoy durable advantages. Yet Intercontinental Exchange stands alone in finance. Its defenses are not merely wide — they are systemic, regulatory, and infrastructural, forming an impenetrable fortress that touches nearly every corner of capital markets. 

With its stock down 16% from its 52-week high and built like an unbreachable stronghold, this may be one of the top stocks to buy right now for investors seeking long-term resilience in an uncertain world.

If You’ve Been Thinking About Retirement, Pay Attention (sponsor) Retirement planning doesn’t have to feel overwhelming. The key is finding expert guidance, and SmartAsset’s simple quiz makes it easier than ever for you to connect with a vetted financial advisor. Here’s how:

Answer a few simple questions Get Matched with Vetted Advisors  Choose Your  Fit  Why wait? Start building the retirement you’ve always dreamed of. Get started today! (sponsor)

To compete effectively in the packaged food industry, companies need to align their brands and products with consumer buying habits. Companies are always making changes to keep pace with industry shifts. Conagra Brands (CAG +1.48%) is doing that, as it looks to expand production in a key facility. Here's why that isn't a good reason to buy the stock.

Conagra is making a $220 million upgrade It is hardly bad news that Conagra is investing $220 million to add capacity to a chicken processing facility. It is making this investment due to the strong demand for a recently introduced fried chicken product. And there could be more positive news in the fried chicken space, as the company plans to introduce more innovation in the area based on the success of its initial product.

Image source: Getty Images.

The problem here is that every consumer staples company has to lean into innovation or they risk falling out of step with consumers. That's really all Conagra is doing here. And it is in support of just one product in a much larger portfolio. The big question investors should be asking is how the company as a whole is performing. The answer is not very good.

Conagra is not an industry leader To be fair, the entire packaged food sector is facing headwinds right now. Consumers are tightening their budgets because of economic concerns, and there has been a shift toward healthier food options. That said, Conagra's portfolio is filled with second-tier brands, and that's long been the case. And it has been struggling financially.

Today's Change

(

1.48

%) $

0.24

Current Price

$

16.41

Notably, in the fiscal second quarter of 2026, the company's sales fell 6.8%, with organic sales off by 3%. Earnings in the quarter were deeply in the red because the company wrote down the value of some of its brands, effectively admitting they weren't as valuable as it had thought. Investors looking to own companies that are industry leaders should probably avoid Conagra.

Conagra's yield is huge for a reason For many, the big draw with Conagra will be its lofty 8.6% dividend yield. The company is projecting that its adjusted earnings will cover the dividend in fiscal 2026, but most long-term investors will probably be better off with a better-positioned consumer staples company even if that means accepting a lower yield.

While the capital investments being made are good news, they must be couched within Conagra's much larger business framework. And that framework just isn't that impressive.

Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

New York, New York--(Newsfile Corp. - March 15, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Beyond Meat, Inc. (NASDAQ: BYND) between February 27, 2025 and November 11, 2025, both dates inclusive (the "Class Period"), of the important March 24, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Beyond Meat 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 Beyond Meat class action, go to https://rosenlegal.com/submit-form/?case_id=16090 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 March 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. 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, throughout the Class Period, defendants made materially false and/or misleading statements and/or failed to disclose that: (1) the book value of certain of Beyond Meat's long-lived assets exceeded their fair value, making it highly likely that Beyond Meat would be required to record a material, non-cash impairment charge; (2) the foregoing was likely to impair Beyond Meat's ability to timely file its periodic filings with the Securities and Exchange Commission; and (3) 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 Beyond Meat class action, go to https://rosenlegal.com/submit-form/?case_id=16090 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/288526

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 15, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Barclays PLC (NYSE: BCS) resulting from allegations that Barclays may have issued materially misleading business information to the investing public.

SO WHAT: If you purchased Barclays securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/submit-form/?case_id=23523 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: On February 27, 2026, Reuters published an article entitled "Wall Street hit by UK mortgage lender collapse, raising fears of more credit 'cockroaches.'" The article stated that lenders were "rocked by the implosion of little-known UK mortgage provider Market Financial Solutions Ltd ["MFS"], fuelling concerns about wider losses among banks and reviving warnings of more "cockroaches" in the booming private credit industry." It further stated that another publication "reported Barclays has a 600 million pound ($809.70 million) exposure to MFS."

On this news, Barclays American Depositary Shares ("ADS") fell 3.99% on February 27, 2026, and 2.3% on March 2, 2026.

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 litigate securities class actions. 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. At the time 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.

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/288411

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

IREN (IREN +0.56%) may be emerging as a critical infrastructure partner in the global AI boom after securing a massive Microsoft contract to deliver GPU computing power. As demand for AI training explodes, the company's access to power, land, and large-scale data centers could become its greatest advantage in a rapidly tightening AI compute market.

Stock prices used were the market prices of March 6, 2026. The video was published on March 14, 2026.

Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

According to a filing with the Securities and Exchange Commission dated Feb. 17, VR Adviser, LLC increased its position in Savara (SVRA 1.41%) by 1,059,332 shares during the fourth quarter. The fund’s Savara stake ended the quarter valued at $82.9 million.

Added 1,059,332 shares of SavaraPost-trade, VR Adviser held 13,740,375 shares valued at $82.85 millionSavara represents 4.1% of fund AUMWhat else to knowTop five fund holdings after the filing:NASDAQ: APGE: $641.1 million (31.7% of AUM)NASDAQ: ORKA: $125.7 million (6.2% of AUM)NASDAQ: VRDN: $120.8 million (6.0% of AUM)NASDAQ: SYRE: $120.7 million (6.0% of AUM)NASDAQ: KALV: $108.7 million (5.4% of AUM)Company overviewMetricValuePrice (as of Feb. 17 market close)$5.73Market Capitalization$1.1 billionNet Income (TTM)($118.8 million)Company snapshotSavara is a clinical-stage biotechnology company specializing developing inhaled biologics for rare respiratory diseases. The company leverages its expertise in respiratory drug delivery to address significant unmet medical needs, with molgramostim as its lead product in late-stage clinical trials. With a focused pipeline and a targeted approach to rare disease markets, Savara aims to establish a competitive position in the orphan drug segment of the healthcare industry.

Lead product candidate is molgramostim, an inhaled granulocyte-macrophage colony-stimulating factor in Phase III development for autoimmune pulmonary alveolar proteinosis.Operates as a clinical-stage biopharmaceutical company focused on developing therapies for rare respiratory diseases; revenue generation is expected to begin upon product commercialization.Primary customers will be healthcare providers and institutions treating patients with rare respiratory disorders, particularly autoimmune pulmonary alveolar proteinosis.What this transaction means for investorsVR Adviser upped its stake in Savara’s stock, already a significant portion of its assets under management (AUM), by over 1 million shares. The firm owned 13.7 million shares valued at $82.9 million as of Dec. 31.

It accounted for 4.1% of its over $2 billion in AUM, based on its recent SEC filing. The purchase is particularly significant for VR Adviser since the filing only revealed 27 positions.

Clearly, the investment firm believes 2025’s stock performance will continue. Last year, Savara’s shares gained 96.4%.

Investors should note the inherent risk they’ll take on when investing in Savara’s stock. The biotech industry is a high-risk, high-reward investment. However, Savara is particularly risky since the company doesn’t have any approved products, and hence doesn’t produce any revenue right now.

The shares will trade on regulatory approval news and the potential revenue from its lead drug candidate.

Lawrence Rothman, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

It's been an eventful few months for Netflix (NFLX +1.15%). The entertainment juggernaut was tied up in acquisition talks with Warner Bros. Discovery. But it recently chose to leave the negotiating table because of unattractive financial terms.

The streaming stock popped 14% on this welcome news in late February. Netflix can now turn its focus back on its business. That's a good thing, but can its share price double and go to $200?

Image source: The Motley Fool.

Dominating the streaming landscape I think the market is correct in cheering for the decision not to pursue the Warner Bros. Discovery deal. Netflix would have had to take on a massive amount of debt. For a business in such solid financial shape, this presented a notable risk. And from an operational perspective, integrating the assets of Warner Bros. Discovery added uncertainty.

Netflix has been performing at a very high level. And the leadership team can turn its attention to keeping the momentum going. The company expects to generate $51.2 billion (at the midpoint) in revenue this year, which would be 13% higher than 2025's total. Ad sales are projected to double to $3 billion in 2026.

Profitability isn't an issue for the scaled streaming platform. Netflix posted a stellar 29.5% operating margin in 2025. That key metric has been improving dramatically as the business has gotten bigger. In 2020, the operating margin was 18%.

Today's Change

(

1.15

%) $

1.08

Current Price

$

95.39

Risks Netflix investors need to pay close attention to While I believe that $200 per share is a probable outcome for Netflix, I wouldn't be surprised to see it happen on a longer time frame than the bulls hope for, perhaps over seven years.

Valuation remains a potential cause for concern. The stock trades at a price-to-earnings ratio of 38.4. There's a valid argument that Netflix warrants that type of multiple. However, this is a mature business whose growth prospects will likely normalize in the future.

Another risk factor relates to the competitive landscape. Netflix's engagement, measured as a share of TV viewing time in the U.S., increased from 7.5% in Q4 2022 to 8.8% in January 2026. At the same time, the streaming industry overall jumped from 24.8% to 47%. What's more, Alphabet's YouTube currently has a 42% higher share than Netflix. The tech titan's streaming platform is commanding more attention on TVs.

For Netflix's stock price to effectively double to $200, it will need to overcome the valuation and competitive headwinds. Given how extremely well the shares have fared in the past, though, investors probably continue to have high hopes. It's best to temper expectations.

Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Netflix, and Warner Bros. Discovery. The Motley Fool has a disclosure policy.