So far in 2026, Microsoft (MSFT 1.57%) is the worst-performing stock in the "Magnificent Seven." Slower growth in its cloud platform Azure and the staggering costs to stay competitive in the AI race have pressured the stock amid a relatively high valuation.
Fortunately, this does not mean megacap stocks are in trouble, and under current conditions, these two tech stocks are arguably worth investor consideration.
Image source: Getty Images.
1. Alphabet Alphabet (GOOGL 0.42%) (GOOG 0.56%) might be a surprise pick, considering it's a competitor of Microsoft in the cloud and is also investing heavily in AI infrastructure. The Google parent spent $91 billion on capital expenditures (capex) last year and pledged to spend $175 billion to $185 billion this year.
However, the difference with Microsoft is that investors have seen a more obvious payoff. Alphabet's Google Gemini AI engine was a later entry in this area, but it has made huge competitive strides, and some users prefer it to ChatGPT.
Moreover, Google Cloud continues to outpace the growth rate of its massive digital ad platform, implying a heavier reliance on AI. Additionally, many investors expect Alphabet's autonomous driving company Waymo to be a major revenue driver in the coming years, further boosting its reputation.
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Amid some investor skepticism about AI, the stock has delivered a flat performance for the year. Still, its P/E ratio of 29 closely approximates the S&P 500 average, and given its growth prospects, that is probably a low enough valuation to continue attracting investor interest.
2. Amazon Like Microsoft, investors have become leery of Amazon (AMZN 0.87%) due to its massive capex allocations. The company pledged $200 billion in capex spending for 2026 after spending almost $132 billion the previous year.
Additionally, Amazon needs fuel and electricity for both its logistics and delivery networks. That means higher energy costs may weigh more on it than on its competitors.
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Nonetheless, investors have many reasons to believe the company's headwinds are short term. The primary growth and profit driver for Amazon, Amazon Web Services, has experienced more rapid growth over the last couple of quarters. That indicates that the company's massive capex spending may soon begin to pay off.
Furthermore, Amazon's e-commerce segments also capitalize on AI in ways ranging from product selections to a more efficient supply chain. Those segments also include enterprises that rely partially on AI, such as third-party seller services, subscriptions, and digital advertising, which typically report double-digit revenue growth.
Moreover, the company's stock trades at a 30 P/E ratio. Until recently, Amazon routinely maintained an earnings multiple above 50, and buying the stock at lower multiples has always paid off in the past. Considering that factor and the signs that the AI investments are paying off for the company, now may be an excellent time to add shares.
Ollie’s Bargain Outlet's NASDAQ: OLLI stock price downtrend is over. The Q4 2025 results are in, and they reaffirmed a robust outlook. Although the report was below the consensus forecast and guidance followed suit, the misses were slim, growth and outlook are robust, and the weakness wasn’t as unexpected as the consensus suggested.
Analysts at RBC issued cautionary statements ahead of the release while highlighting the company’s position, aggressive expansion, and potential for outperformance in the coming years. In their view, the Big Lots bankruptcy and customer conversion to Ollie’s are multi-year events yet to play out, and it's not priced into the stock.
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Ollie’s Outperforms Peers as Expansion Takes Hold Ollie’s had a strong quarter despite revenue growth falling short of the consensus estimate. The company’s $779.26 million in net revenue is up 16.8% year-over-year, well ahead of competitors, underpinned by better-than-expected comp and store-count growth. The comp came in at 3.6%, slightly better than RBC’s forecast, while store count increased by 15.4%.
Margin news is also solid despite falling short, with spending control and revenue leverage offsetting store opening expenses. Adjusted EPS missed the consensus by two cents, but the miss is slim, and earnings growth outpaced revenue by a narrow margin. Looking ahead, opening expenses are coming and should return to trend, providing visibility into margin and earnings quality improvements over the next two to three years.
Guidance is likewise tepid relative to MarketBeat’s reported consensus, narrowly falling short of consensus, although expecting solid growth. As it stands, the company expects revenue in the range of $2.985 billion to $3.013 billion, with a midpoint just short of the $3 billion consensus, and an earnings midpoint of $4.45 versus $4.53 expected, which amounts to about 10% on the top line.
Ollie’s Cautious Guidance Sets Stage for Bullish Revision Cycle Among the opportunities for investors is the potential for cautious guidance, which is significant. Not only is there last year’s 15.4% store-count growth to consider, but the company plans to add another 11.6% in stores this year, and there are other tailwinds brewing. Analysts forecast potential for consumer tailwinds tied to tax season. Not only are returns being delivered, but the average check is more than 10% larger than last year, providing liquidity to Ollie’s consumer base. In this scenario, Ollie's will outperform guidance, improve it as the year progresses, leading analysts into a similarly bullish cycle.
Current Price$109.25High Forecast$162.00Average Forecast$141.86Low Forecast$120.00Ollie's Bargain Outlet Stock Forecast Details
Ollie's carries a Moderate Buy consensus rating with no Sell ratings among the 16 analysts tracked by MarketBeat. No revisions were issued immediately after the Q4 release, but several analysts commented, highlighting the growth potential and strength in loyalty members (up 12.1%), while expressing concern about future comparisons. Not all believe in the long-term strength of the Big Lots conversion, but the group is bullish on the stock price, forecasting an average upside of roughly 30%. Ollie’s stock trades below the low end of the analysts' range in early March, underscoring the deep-value opportunity and potential for a rebound.
Institutions reveal the real opportunity, as they own almost 100% of this stock and buy on a quarterly basis. Reasons for them to own it include the fortress balance sheet, self-funded growth, growth outlook, and cash flow. The capital return potential adds another layer.
The company doesn’t pay dividends, choosing to reinvest instead, but it does buy back shares in sufficient quantity to offset any dilution. The share count decline is incremental, but there, providing a base from which future returns can grow. Competitors and industry leaders such as TJX Companies NYSE: TJX are well-known dividend and share-repurchase machines, a status Ollie’s is growing into.
Ollie’s Stock Price Bounces From Rock Bottom Ollie’s stock price hit rock bottom late in 2025, rebounded quickly, and retested the level again in early 2026. Following the guidance update, shares rose more than 5%, confirming support at this crucial level. This level is significant because it was a resistance target set in 2019 that was broken in early 2025 and is now confirmed as a new, strong support level for this market. The likely outcome is that this market will continue advancing in 2026, potentially accelerating the move as the year progresses.
Should You Invest $1,000 in Ollie's Bargain Outlet Right Now?Before you consider Ollie's Bargain Outlet, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Ollie's Bargain Outlet wasn't on the list.
While Ollie's Bargain Outlet currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
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2026-03-15 15:511mo ago
2026-03-15 11:151mo ago
The Top 2 Consumer Staples Stocks to Buy Right Now
Since the start of the year, investors have rotated out of high-flying tech stocks and into more defensive areas of the market, including consumer staples. As of March 11, the S&P 1500 Consumer Staples index is up 11%, while the tech-heavy Nasdaq Composite (^IXIC 0.93%) is down 2.2%.
In uncertain markets, investors often gravitate toward leading consumer brands for their resiliency and dividends. Two high-yielding consumer staples stocks to consider buying right now are Coca-Cola (KO +0.28%) and Procter & Gamble (PG +0.10%).
Here's why both look like rock-solid long-term holdings.
Image source: Getty Images.
1. Coca-Cola Despite a choppy consumer spending environment, Coca-Cola has delivered steady sales. It has a diversified brand portfolio that extends well beyond its Coca-Cola-branded products, including Dasani, Minute Maid, and Powerade. The company had only one down year in unit sales volume in the last 50 years, and that was during the COVID-19 pandemic in 2020.
One reason Coca-Cola produces consistent sales is execution. It doesn't just distribute the same beverages to all markets. It tailors each product to fit local cultures. This requires exceptional research, data, and precision marketing.
Coca-Cola has delivered 19 consecutive quarters of value share gains. It has seen notable strength recently from Coca-Cola, Sprite Zero, Fresca, Dasani, fairlife, Powerade, and BodyArmor.
The company generates returns on invested capital that are nearly double those of its consumer packaged goods competitors. It posted organic sales growth of 5% last year and just raised the dividend for the 64th consecutive year. That makes it a Dividend King, or a company that has increased its dividend for 50 years or more.
With an attractive forward dividend yield of 2.76% and an exceptional record of driving consistent sales, Coca-Cola can provide ballast to a portfolio loaded with growth stocks.
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2. Procter & Gamble Procter & Gamble is another top consumer staple that has been around for ages, delivering 69 consecutive years of dividend increases, also making it a Dividend King. It currently offers an above-average yield of 2.78% on a forward-looking basis and plans to distribute about $15 billion to shareholders in dividends and share repurchases this year.
P&G's competitive edge is built on strong brands and superior product performance. This has led to name-brand recognition in the grocery aisle. Its product roster includes category leaders such as Tide, Pampers, Gillette, and Crest.
P&G could be a major beneficiary of artificial intelligence (AI). The company is investing in AI-powered molecular discovery. This initiative could accelerate product development, potentially lowering costs, boosting margins, and stimulating demand through a steady flow of new products.
The company has been struggling in a slow consumer spending environment, with flat adjusted sales last quarter. But it's holding or gaining market share across most of its product categories, suggesting growth will return when consumer spending picks up again. P&G's strong brands and AI opportunities should drive growing earnings and dividends for years to come.
2026-03-15 15:511mo ago
2026-03-15 11:201mo ago
SDM Deadline: SDM Investors with Losses in Excess of $100K Have Opportunity to Lead Smart Digital Group Ltd. Securities Fraud Lawsuit
Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Smart Digital Group Ltd. (NASDAQ: SDM) between May 5, 2025 and September 26, 2025 at 9:34 AM EST, both dates inclusive (the "Class Period"), of the important March 16, 2026 lead plaintiff deadline.
So what: If you purchased SDM 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 SDM class action, go to https://rosenlegal.com/submit-form/?case_id=50638 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 16, 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) Smart Digital was the subject of a market manipulation and fraudulent promotion scheme involving social-media based misinformation and impersonators posing as financial professionals; (2) insiders and/or affiliates used and/or intended to use offshore or nominee accounts to facilitate the coordinated dumping of shares during a price inflation campaign; (3) Smart Digital's public statements and risk disclosures omitted any mention of realized risk of fraudulent trading or market manipulation used to drive Smart Digital's stock price; (4) as a result, Smart Digital securities were at unique risk of a sustained suspension in trading by either or both of the SEC and NASDAQ; and (5) as a result of the foregoing, defendants' positive statements about Smart Digital's business, operations and prospects were materially misleading and/or lacked a reasonable basis.
To join the SDM class action, go to https://rosenlegal.com/submit-form/?case_id=50638 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/.
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Contact Information:
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2026-03-15 15:511mo ago
2026-03-15 11:241mo ago
Government Drops Sweeping AI Chip Export Rules: Can Nvidia Start Growing Again?
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Nvidia’s (NASDAQ:NVDA | NVDA Price Prediction) AI chips remain the hottest commodity in tech, with hyperscalers and enterprises scrambling for every Blackwell and Hopper GPU available. Demand continues to eclipse supply, powering record data-center revenue that has transformed the company into a trillion-dollar powerhouse.
Yet Nvidia stock has traded largely sideways for much of the past year amid investor worries about AI hype sustainability, slowing hyperscaler capex growth, and potential market saturation. One underappreciated drag has been U.S. export restrictions — not just the well-known China bans, but broader scrutiny affecting sales to Western allies and neutral markets, too. The Commerce Dept. had floated an even tighter regime: a new global licensing system requiring explicit U.S. approval for large-scale AI chip and GPU exports worldwide. Foreign buyers of massive clusters would also face pressure to invest in American data centers.
That extra regulatory layer, while not an outright ban, risked delaying deals, raising costs, and crimping Nvidia’s international upside. Now the government has quietly shelved the plan, potentially unlocking fresh growth momentum.
The Proposed Global Licensing Crackdown Late last month Commerce circulated a draft rule titled “AI Action Plan Implementation” for interagency review. It aimed to replace the Biden-era framework that had divided the world into tiers — unlimited access for close allies, caps for most countries, and near-total blocks for China. The Trump administration’s draft took a different, more centralized approach: case-by-case licensing for virtually all advanced AI accelerators destined anywhere outside the U.S.
The structure was explicitly tiered by scale. Shipments of up to 1,000 Nvidia GB300-class GPUs would receive expedited approvals. Medium-size deployments would require pre-authorization, operational transparency reports, reveal the end-use infrastructure, and allowance for on-site U.S. inspections.
The real bite came at the high end: any single entity planning a cluster of 200,000 or more GB300 GPUs in one country would trigger mandatory intergovernmental negotiations, national-security assurances, and — most controversially — commitments to invest equivalent capital in U.S.-based AI infrastructure. In practice, foreign buyers from Europe, Asia (outside China), or the Middle East could see their effective costs roughly double.
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For Nvidia and peers such as Advanced Micro Devices (NASDAQ:AMD), the proposal carried clear risks. International markets already account for a sizable chunk of data-center revenue; added bureaucracy and investment quid pro quos could slow deal closure, erode pricing power, and push customers toward domestic or alternative suppliers. Even allies might hesitate, viewing the rules as an unwelcome tax on AI ambition. The overhang weighed on investor sentiment precisely because Nvidia’s growth story relies on global scale.
Withdrawal Lifts a Regulatory Shadow On Friday, the Office of Management and Budget quietly updated its records: the interagency review had concluded and the rule was withdrawn. No detailed explanation accompanied the move, but officials described the document as a preliminary draft never finalized. Markets interpreted the reversal as a pragmatic step back from overreach. Nvidia and AMD shares ticked higher in the immediate aftermath, with analysts noting the removal of at least one near-term growth constraint.
Importantly, the core U.S. export-control architecture remains intact. The Export Administration Regulations (EAR), administered by the Bureau of Industry and Security, continue to govern shipments of advanced semiconductors. China-specific licensing remains strict and case-by-case; certain high-performance chips still face de facto limits. The administration has explicitly rejected resurrecting the prior “AI Diffusion” rule, calling it burdensome. Ongoing Middle East deals that already incorporate matched U.S. investment requirements are unaffected. In short, the handcuffs on China stay locked, but the proposed worldwide expansion of red tape has been cut away.
Key Takeaway This reversal removes one modest overhang that had contributed to Nvidia’s range-bound trading since last year. Yet it addresses only a slice of the broader investor caution. Enormous pent-up demand for Nvidia’s chips remains, production ramps are accelerating, and new architectures keep extending the company’s lead.
For the stock to break out convincingly again, however, the market will need clearer evidence that AI deployments are delivering measurable ROI for enterprise customers and hyperscalers alike. Only when profit potential looks sustainably explosive — rather than merely hyped — will the remaining growth handcuffs truly fall away.
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2026-03-15 15:511mo ago
2026-03-15 11:261mo ago
Private Credit Chaos Has Made These 11%+ BDCs Even Cheaper
BDC, Business Development Company. Concept with keyword, people and icons. Flat vector illustration. Isolated on white background.
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This high-yield sector is being taken to the woodshed by the Wall Street spreadsheet jockeys this year.
The contrarian opportunity? Big yields up to 15.6% in BDC Land. Some of these deals are trading for as little as 72 cents on the dollar.
Which means opportunists like us have been handed something rare: wild yields of 11% to 15.6% for as little as 72 cents on the dollar.
Business development companies (BDCs) are “Main Street bankers” because they do what Wall Street won’t: provide capital to small and midsized businesses that the big banks either ignore entirely, or won’t touch without demanding a firstborn as collateral.
And they don’t just serve the little guys. They pay them, too—or rather, they pay us. BDCs are structured just like real estate investment trusts (REITs), with a similar mandate to distribute 90% of their profits as dividends in exchange for their tax-privileged structure.
The result? An industry-wide yield that makes the broader financial sector look like it’s barely trying.
BDC Yields
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But these aren’t normal times for financials broadly, or BDCs specifically.
Despite what was an otherwise solid earnings season, banks and financial firms have taken it on the chin: mounting recession worries, skyrocketing oil prices, Federal Reserve uncertainty. It’s a cocktail of doom.
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Fresh fears about private credit—the primary playground of many BDCs—have rattled investors. A few months after the bankruptcy of auto-parts supplier First Brands exposed some cracks in the market, more are appearing. Companies like Blue Owl (OWL), BlackRock (BLK) and Blackstone (BX) have been selling off fund assets, merging BDCs, and quietly limiting investors’ ability to withdraw. Not exactly confidence-inspiring headlines.
BDCs are also being weighed down by the growing AI-led disruption of the software industry; a recent Reuters report says “Barclays pegs the average BDC’s software exposure at about 20%,” and reminds us that because of the asset-light nature of these businesses, “lenders risk getting very little of value in future bankruptcies.”
In short: BDCs as a whole are cheaper for a reason. Which means we want to figure out whether these 11.0%-15.6% yields are cheaper because they deserve to be—or if they’ve been thrown out with the bathwater.
Bargain BDC #1: Gladstone Investment (11% Yield)Gladstone Investment (GAIN) focuses on financing lower-middle-market companies that generate EBITDA (earnings before interest, taxes, depreciation and amortization) of between $4 million and $15 million annually. It favors firms with a proven business model, stable cash flows and minimal market or technology risk.
That last part may very well explain why GAIN has held up so well in recent months.
In early February, Morgan Stanley mapped out how much exposure (as a percentage of fair value) that dozens of BDCs had to both software companies and information technology service firms. The data was from Q3 2025 reports, so it’s a little behind companies that have since reported Q4 earnings, but it’s directionally helpful.
Gladstone’s relatively tiny portfolio of 29 companies, for instance, has absolutely no exposure to either field; most of its holdings are concentrated in business/consumer services, consumer products and manufacturing.
I’ve pointed out in the past that Gladstone Investment has “a much bigger hunger for equity than the average BDC.” Gladstone says the average BDC has roughly 5%-10% equity exposure, but its target mix is 75% debt/25% equity. This high amount of equity shields it more from the weight of interest-rate declines than many of its peers.
One result of this deal mix is that its regular monthly dividend comes out to just 7%—high compared to the average stock, but low as far as BDCs are concerned. That said, it also pays substantial supplemental distributions when it realizes gains on equity investments—at least once per year over the past few years, sometimes more. If we factor in special one-time distributions over the past year, that yield jumps to 11%.
GAIN’s discount to its net asset value has widened in recent months, and it now trades at 91 cents on the dollar. That’s often the result of price declines, but not here. Instead, Gladstone Investment has enjoyed a rapid rise in net asset value over just the past few quarters, from $12.99 per share as of the middle of last year to $14.95 by calendar 2025’s end.
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Bargain BDC #2: SLR Investment Corp. (11.1% Yield)SLR Investment Corp. (SLRC) invests primarily in senior secured loans of private U.S. middle market companies, but it does have some specialties. Within that broader debt type, it specializes in cash-flow loans, asset-based loans, equipment financings and, to a lesser extent, life science loans.
Unlike Gladstone, SLR has below-average equity exposure of just 2% right now. But it still has quite a few qualities:
Only 65% of its investment portfolio is floating-rate, so it still has some protection against drops in interest rates.It has an extremely high number of portfolio companies compared to the average BDC. Currently, it has 880 holdings across 110 industries.It also has precious little exposure to the weakening areas of tech. The company noted in its Q4 report that it has only about 2% exposure to software (and Morgan Stanley says it has no IT services exposure). Michael Gross, co-CEO, clearly read the room, writing in the release that SLRC’s assets “can be viewed as a more attractive alternative relative to increasing investor concerns about private market industry exposure to software companies.”SLR Investment announced Street-matching earnings in late February—not great, but still better than the weak reports from many of its peers. Shares have been trailing off regardless, but that’s par for the course for SLRC, whose numerous volatile dips over the years open up brief windows of higher-than-average yield and deeper-than-usual discounts. Currently, SLRC trades at a 19% discount to NAV.
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Bargain BDC #3: Goldman Sachs BDC (15.6% Yield)Goldman Sachs BDC (GSBD), which provides financing to companies with annual EBITDA of between $5 million and $75 million, currently invests in just more than 170 companies spanning a dozen industries.
It’s also one of several dividend payers that Wall Street’s analyst community can’t stand. Investors clearly don’t love it, either, as GSBD is perpetually sale-priced; it currently trades at a steep 28% discount to NAV.
But why?
For one, despite the resources and name recognition from its ties to mega-cap investment bank Goldman Sachs (GS), GSBD has been an absolute stinker. It also slashed its core payout by 29% in 2025, switching to a base-and-supplemental system temporarily bolstered with special dividends (on top of the base and supplementals) that have since disappeared.
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We can add another reason: High exposure to the tech industry. As of the end of 2025, software was Goldman Sachs BDC’s single largest industry by fair value, making up about 18% of the portfolio.
I’ll point out that GSBD is barely down in 2026, which is much better than many of its peers. That could be, to some extent, because the BDC isn’t taking the software risk sitting down.
The company has an AI-risk framework to evaluate all new underwriting, and it has been aggressively ditching investments it views at high risk of being disrupted. Recently, President and COO Tucker Greene admitted the company exited a software loan it had held for eight years. There were no signs of deterioration. Greene simply flipped it for $0.99 on the dollar to get ahead of future AI disruption.
Bargain BDC #4: PennantPark Floating Rate Capital ( Yield 15.2%)PennantPark Floating Rate Capital (PFLT) targets midsized companies that generate $10 million to $50 million in annual EBITDA. It currently invests in more than 160 portfolio companies spread across roughly 110 private equity sponsors.
It’s also a “value-added” BDC that lends its expertise in specific industries, hence its portfolio focus on five categories: health care, consumer, business services, government services and—ahem—software and technology.
Good news on that last bit: As of the end of 2025, PFLT sported just about 4% exposure to the software sector. And its credit situation in general is good, with just four loans on non-accrual (representing just 0.5% of the portfolio at cost).
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Its most recent earnings report probably didn’t inspire confidence. I’ve mentioned previously that PFLT’s dividend has been frequently outstripping its net investment income (NII). It happened again in Q4, with its core NII of 27 cents per share coming in lower than the 30.75 cents it paid across three monthly dividends. Management continues to insist that “our run rate NII is projected to cover our current dividend as we ramp the PSSL II portfolio,” referring to its PennantPark Senior Secured Loan Fund II joint venture.
Still, that NII was short of estimates, NAV declined by 3%, and the company had to mark down several investments.
It’s a precarious position—so it’s unsurprising we’re being offered a massive 15% yield, at a 23% discount to NAV, to risk it.
Brett Owens is Chief Investment Strategist for Contrarian Outlook. For more great income ideas, get your free copy his latest special report: How to Live off Huge Monthly Dividends (up to 8.2%) — Practically Forever.
Google closed its $32 billion acquisition of cybersecurity company Wiz this week — the biggest acquisition in Google’s history, as well as the largest ever acquisition of a venture-backed startup.
On the latest episode of TechCrunch’s Equity podcast, Rebecca Bellan, Sean O’Kane, and I were joined by Shardul Shah, a partner at Wiz’s largest shareholder Index Ventures. Shah walked us through his history with Wiz, which extends before Wiz itself — he previously backed Adallom, the startup previously founded by Wiz’s Assaf Rappaport, Ami Luttwak, and Roy Reznik.
We also asked Shah about why he thinks the company was such an appealing acquisition target, and how he responded when Wiz walked away from Google’s previous acquisition offer.
“It’s no surprise that it’s Wiz,” Shah said. “Wiz is at the center of three tailwinds: AI, cloud, and security spend.”
Read an excerpt of our conversation, edited for length and clarity, below. Shah kicked things off by noting, half-jokingly, that we may have been underselling things by calling the acquisition one of our deals of the week.
Shardul Shah: I think this should qualify as deal of the year or decade, not just the week. Can we change that? Thank you.
But it is really important for the industry. This is the largest venture-backed acquisition in history.
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Rebecca Bellan: Yeah, we’ll work that out in post[-production].
Shardul: And more critically, it’s no surprise that it’s Wiz. Wiz is at the center of three tailwinds: AI, cloud, and security spend. And those are central today in light of the AI era where every single workload needs to be secured. So we’re super proud that we were the largest shareholder in the company. And yes, I think it’s at least [the] deal of the month.
Rebecca: So how long has it been? When did you initially invest in Wiz? Because this is the kind of exit that I’m sure investors dream about.
Shardul: Is it six years or 16, is a question for us internally. About 10 years ago, I joined the board of Assaf, Roy, and Ami first company, Adallom. So we got a front row seat at how they make decisions, how they develop trust and how that evolved over time.
Assaf called me on my birthday when he started Wiz. And the seed round is when I joined the board.
Anthony Ha: So, we’ve talked about this deal a couple of times before on the show, but because Wiz isn’t a consumer-facing company, I’m guessing some of our readers are familiar with it, some of it are not. Can you talk a little bit more about what it was — beyond just sitting at the intersection of these really important sectors — that you think made Wiz both an appealing investment and then eventually such an appealing acquisition target?
Shardul: At Index, the core of our business is to focus on people. And I really think the core of the acquisition was the people. Assaf is this incredible leader who can make high quality judgment calls. He’s got great intuition about people and markets. Two of his co-founders, Ami and Yinon [Costica], are almost always in contention — Ami lives in the future, [Yinon] is very, very present and Assaf has the ability to really make a decision on which voice, in which moment, might lead the way. Roy is an execution machine.
So together, they created this environment and culture of trust that allowed them to build a platform from the get-go and take on an existing category with unrivaled speed.
Sean O’Kane: There’s this fun history — fun for us, especially because we got to push them on it at Disrupt a couple of years ago, where Google approached the company and [Assaf] actually walked away from the deal. In that moment, does that almost feel validating for you, as someone who feels like you’ve identified somebody who you truly believe in and is willing to take a step that I think a lot of people would be afraid to take, in the face of such a big, at the time, exit? Maybe not as big as now, but pretty close.
Shardul: Not really. Some of it is probably because I’m irreverent and external validation doesn’t matter, despite my insecurity about you describing this as deal of the week.
I did tell the founders at one point, I think I believe in them more than I believe in themselves. The first blog I ever wrote for Index was titled “Learning to Say No,” actually directed at the Audible founders. […] When founders choose and make decisions, you trust the inputs, like how they make decisions. You don’t really concentrate on the outputs and the luck that goes into whether it’s validated or not.
Rebecca: How important was that in the acquisition of Wiz? Basically, that it’s getting what it can get from Google — funds, access to [Google’s] cloud, and more resources, but still able to maintain its own sense of leadership?
Shardul: So to your point, maybe for the audience, Wiz aims to secure cloud infrastructure and code in production. Most of their customers are part of what’s called a zero critical club, they have the context to know what to prioritize and what to act on. Google’s resources, the infrastructure, the AI talent they have, allows Wiz to extend that recognition while retaining this culture of trust and camaraderie.
Anthony: When we think about important acquisitions, they can be important in a number of different ways. They can be transformative for the acquiring company. They can also be transformative to the startup ecosystem because there’s a lot of people who are going to make a lot of money from this. And then that potentially starts whole new industries, whole new startups.
So when you think about this as a big acquisition, what do you think are going to be the biggest impacts over the next few years?
Shardul: I think it starts with inspiration. I think there’s a new imagination for what can be possible for entrepreneurs across the globe. And that’s amazing, right?
I’m really proud that there’s so many people whose lives will change as a function of this investment, that’s really meaningful and fulfilling. But I think what’s more important is the talent, the skills, and the aspirations of entrepreneurs. So we can’t wait to see what the limits are for the next generation.
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2026-03-15 15:511mo ago
2026-03-15 11:441mo ago
FirstEnergy Power Restoration Efforts Progress Following Windstorm
, /PRNewswire/ -- FirstEnergy Corp. (NYSE: FE) utilities continue restoring power to customers after severe winds moved through the service territory Friday. Gusty conditions today and another storm system tonight and tomorrow are expected to cause additional outages. Priority will be placed on outages caused by Friday's storm, and crews will continue working around the clock until all customers impacted by either weather event have power restored.
Power has been restored to 92% of the 668,000 customers affected. About 56,000 customers remain without service, primarily in the hardest-hit areas of central and northeast Ohio and western Pennsylvania. More than 6,900 FirstEnergy employees, contractors and outside resources are supporting restoration efforts, with additional crews being deployed to hardest hit areas as they become available.
Estimated restoration times (ETRs) are set for all areas and reflect when nearly all customers are expected to have power restored. Many customers will be restored sooner, depending on damage in their area.
Updates by electric company as of 10 a.m.:
The Illuminating Company: 137,100 customers in northeast Ohio have had power restored, and 17,900 remain without service. The ETR for customers in Ashtabula County and the Westlake area is tonight by 11 p.m. The ETR for remaining Illuminating Company customers is tomorrow, March 16, by 11 p.m. Ohio Edison: 165,477 customers in northern and central Ohio have had power restored, and 14,950 remain without service. The ETR for customers in the Alliance, Elyria, Jackson, Lorain, Massillon, Medina, Port Clinton, Salem, Sandusky, Springfield, Vermillion and Youngstown areas is tonight by 11 p.m. The ETR for remaining Ohio Edison customers is tomorrow, March 16, by 11 p.m. Toledo Edison: 29,950 customers in northwest Ohio have had power restored. The ETR for the remaining 1,800 customers is tonight by 11 p.m. Penelec: 84,900 customers in northern and central Pennsylvania have had power restored. The ETR for the remaining 2,000 customers is tonight by 11 p.m. Penn Power: 15,900 customers in western Pennsylvania have had power restored, and 3,400 remain without service. The ETR for customers in Crawford, Indiana and Venango Counties is tomorrow, March 16, by 11 p.m. All other Penn Power customers are expected to have power restored by this evening. West Penn Power: 101,400 customers in southwest and central Pennsylvania have had power restored, and 13,700 remain without service. The ETR by county follows: Centre County – 1 p.m. today Bedford and Fulton Counties – 6 p.m. today Franklin County – 11 p.m. today Clarion and Fayette Counties – 3 p.m. tomorrow, March 16 Clinton County – 11 p.m. tomorrow, March 16 Greene and Washington Counties – 11:30 p.m. tomorrow, March 16 Allegheny, Armstrong, Butler, Indiana and Westmoreland Counties – 11 p.m. Tuesday, March 17 Mon Power: 29,300 customers in West Virginia have had power restored. The ETR for the remaining 1,700 customers is tonight by 11 p.m. Customers who are without power can call 1-888-LIGHTSS (1-888-544-4877), text OUT to 544487 or report online at firstenergycorp.com/outages.
SOURCE FirstEnergy Corp.
2026-03-15 14:511mo ago
2026-03-15 09:251mo ago
Is the iShares MSCI USA Quality GARP ETF the Smartest Investment You Can Make in March?
March has not been kind to investors over the past couple of years. Last year, a struggling economy and the specter of tariffs caused the S&P 500 (^GSPC 0.61%) to drop about 6% for the month.
This year, the S&P 500 hasn't been on a consistently upward trajectory wither. In fact, as of last week, the index was down about 2.7% for the year amid concerns about geopolitical tensions with Iran, higher gas prices, and rising unemployment rates. These factors are exacerbated by an overvalued stock market, particularly among large caps.
Image source: Getty Images.
As we saw last year, stocks stormed back in the second half of the year after a rough March and April. Can we expect a similar pattern again this year? It is impossible to know, but investors should be looking longer term, beyond the short-term volatility.
And with a longer-term view, investors may find this dip a good opportunity to buy an exchange-traded fund (ETF) that is built for growth and is made up of stocks that are at attractive valuations.
That's why investors may want to consider an ETF that focuses on growth at a reasonable price (GARP) stocks, particularly the iShares MSCI USA Quality GARP ETF (GARP 0.71%).
Growth, value, and quality The iShares MSCI USA Quality GARP ETF is a smart investment right now because it has the capacity for long-term growth, but weeds out overvalued stocks that might be more prone to steep losses during periods of sharp volatility.
The GARP ETF tracks the MSCI USA Quality GARP Index, which contains both large- and mid-cap growth stocks that meet certain value and quality screens.
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The screens seek to ensure that the index, and the ETF by extension, includes stocks that are reasonably priced with long-term growth potential.
The stocks in the index are weighted by a proprietary system that develops a score based on market cap, growth characteristics, value, and quality.
The ETF currently holds 147 stocks, and the largest five holdings are Meta Platforms, Microsoft, Nvidia, Apple, and semiconductor equipment manufacturer Lam Research.
A history of beating the S&P 500 This ETF has consistently outperformed the S&P 500 over time, as well as the Russell 1000.
Over the past 12 months, it has returned 32%, compared to returns of around 21.5% for both the S&P 500 and the Russell 1000.
Over the past five years, it has had an average annualized return of 16% compared to 11.5% for the S&P 500 and 10.7% for the Russell 1000.
With markets being volatile, investors should focus on getting good, quality, long-term stocks that are reasonably cheap -- and this ETF has consistently delivered that for investors.
Dave Kovaleski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, Lam Research, Meta Platforms, Microsoft, and Nvidia and is short shares of Apple. The Motley Fool has a disclosure policy.
Opera (OPRA 0.10%) may not be a household name in the technology industry, but a closer look at the Oslo, Norway-based company's recent results and guidance will tell us that it is probably one of the best stocks you can buy right now.
Known for its web browser, Opera has been clocking healthy growth rates due to the improving monetization of its user base. More importantly, the stock trades at an attractive valuation, which makes it an ideal bet for investors looking to buy a value stock right now.
Let's say you have $100 in investible cash after clearing your bills, saving for difficult times, and paying off high-interest loans. You could consider putting that money into Opera stock. Here's why.
Image source: Getty Images.
Opera is growing at a steady pace There is nothing flashy about Opera's growth like some of the artificial intelligence (AI)-focused companies in the technology sector have been reporting. The company's revenue in 2025 increased by 28% to almost $615 million. Its adjusted earnings also increased by a fairly healthy 17% during the year to $1.12 per share.
Opera gets 65% of its revenue from the advertising business. The good news is that this area has been in good health, primarily driven by an increase in Opera's advertising partners across the company's browsing platforms. Apart from in-browser advertising, Opera has been witnessing robust growth in revenue from what it calls "user intent query." In simpler words, Opera's browser detects the user's intent while searching for something, and it sends that query to one of its advertising partners.
Opera's revenue from intent-based queries jumped by 16% from the year-ago period in the fourth quarter. This segment could keep growing at a healthy pace in the future as intent-based marketing reportedly commands 3 times higher conversion rates for advertisers, reduces sales cycles by 40%, and improves lead quality by 25%.
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Apart from these initiatives to monetize its browser offerings, Opera is also focused on adding higher-value users from Western countries. The company added 2 million monthly average users (MAUs) in the western markets last quarter. It had 60 million western MAUs at the end of Q4 2025 out of a total of 284 million MAUs.
What's worth noting is that Opera's overall MAUs dropped from 296 million in the year-ago period. However, its average revenue per user (ARPU) increased by 26% year over year due to the company's focus on adding users who tend to spend more.
The guidance and the valuation make the stock a solid buy Opera anticipates a 17% to 20% increase in revenue in 2026. It expects its adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) margin to remain constant at 2025 levels.
However, Opera may end up exceeding expectations, just like it did last year. Opera was originally expecting 2025 revenue to increase by 17%, but it eventually reported much stronger growth. Given that it is experiencing healthy growth in ARPU and operates in the massive advertising market, don't be surprised to see Opera deliver better-than-expected results once again.
Not surprisingly, analysts are expecting a 25% jump in its earnings this year to $1.40 per share, followed by 20%-plus growth over the next couple of years as well.
OPRA EPS Estimates for Current Fiscal Year data by YCharts
With the tech stock trading at just 13 times earnings right now, a nice discount to the tech-focused Nasdaq-100 index's earnings multiple of 31, Opera looks like a no-brainer buy given its earnings growth potential.
2026-03-15 14:511mo ago
2026-03-15 09:551mo ago
Nvidia's big GTC event is on deck, and the company faces a very high bar this year
Nvidia’s big GTC event is on deck, and the company faces a very high bar this year
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HomeIndustriesComputers/ElectronicsTech StocksTech StocksNvidia ‘is having a harder time moving the needle’ these days, one analyst notesPublished: March 15, 2026 at 9:55 a.m. ET
The Super Bowl for Nvidia fans is just around the corner. But analysts aren’t so sure that the event will be able to breathe new life into Nvidia’s stock.
Earlier this year, some on Wall Street were looking to GTC, the annual developer event that kicks off on Monday, as a major stock catalyst. The thinking was that Nvidia NVDA would save not only major product announcements, but also major financial announcements, for its big San Jose conference.
About the Author
Britney Nguyen is a tech reporter covering Nvidia, chips and AI. You can find her on X at @britneycath.
Emily Bary is MarketWatch's assistant managing editor, tech. She is based in New York.
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2026-03-15 14:511mo ago
2026-03-15 09:571mo ago
ROSEN, A TRUSTED AND LEADING LAW FIRM, Encourages Ramaco Resources, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - METC
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Ramaco Resources, Inc. (NASDAQ: METC) between July 31, 2025 and October 23, 2025, both dates inclusive (the “Class Period”), of the important March 31, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Ramaco 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 Ramaco class action, go to https://rosenlegal.com/submit-form/?case_id=52081 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 31, 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 litigate 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) defendants had not commenced any significant mining activity at the Brook Mine after groundbreaking; (2) no active work was taking place at the Brook Mine; (3) as a result, Ramaco overstated development progress at the Brook Mine; and (4) as a result of the foregoing, defendants’ positive statements about Ramaco’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Ramaco class action, go to https://rosenlegal.com/submit-form/?case_id=52081 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.
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Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
2026-03-15 14:511mo ago
2026-03-15 09:591mo ago
My 6-8% Yielding Money Machine Choices For Early Retirement
SummaryDiscover two high-yielding securities that offer a powerful combination of current income and long-term inflation protection.Learn why these specific investments are uniquely positioned to thrive in an AI-driven economy.Explore the robust distribution growth and defensive characteristics that make these "money machines" ideal for early retirees.Looking for a portfolio of ideas like this one? Members of High Yield Investor get exclusive access to our subscriber-only portfolios. Learn More »Sakorn Sukkasemsakorn/iStock via Getty Images
When looking to retire early on dividends (SCHD), the best opportunities to look for are ones that combine an attractive current yield with long-term durability and growth of that dividend. The reason this is so
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of MPLX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-03-15 14:511mo ago
2026-03-15 10:001mo ago
Why Nvidia Could Remain the Most Important Stock of the 2020s
One of the most prominent artificial intelligence (AI) stocks has been Nvidia (NVDA 1.56%). The company posted blowout earnings when it announced results for its fourth quarter results for fiscal year 2026 (ended Jan. 25).
Even so, it wasn't enough for Wall Street, as Nvidia shares dropped after the earnings announcement. The reaction belies the company's key role in the AI age.
Nvidia has proven itself a critical part of the AI boom in the first half of this decade. Here's why it's positioned to persist as a dominant industry force, which can make it one of the most important stocks to own for the remainder of the 2020s.
Image source: Nvidia.
Nvidia's chip leadership Nvidia made a name for itself with the creation of the graphics processing unit (GPU), enabling AI systems to crunch massive amounts of data with speed and efficiency. Although competition is intense, its leadership role in AI semiconductor chips remains hard to beat.
For example, in February, the company won a multiyear partnership with Meta Platforms, where it will provide millions of GPUs to the Facebook and Instagram parent. Meta and other tech conglomerates are spending big on AI computing capacity. In 2025, AI companies spent a whopping $1 trillion to build out tech infrastructure for artificial intelligence.
In addition, nations around the world are buying Nvidia GPUs as governments seek to build sovereign AI. South Korea, Germany, and Saudi Arabia are among the countries scooping up the company's products.
Thanks to these customers, Nvidia's data center division enjoyed record Q4 revenue of $62.3 billion, representing an impressive 75% jump up from the previous year. As a result, Q4 total sales hit an all-time high of $68.1 billion.
These impressive Q4 figures are just the start. Nvidia forecast fiscal first-quarter revenue of $78 billion, which represents a substantial increase from the prior year's $44.1 billion.
Nvidia sees years of sales growth ahead as the entire technology industry transitions to the advanced semiconductor chips needed for AI adoption. The existing computing tech was built on CPUs, but this older architecture must adopt GPUs used in accelerated computing for the horsepower needed in the AI era.
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Nvidia's expansion beyond chips Although its GPUs are generating massive revenue growth, the company seeks to evolve beyond its role as a chipmaker. By doing so, it diversifies its revenue streams while solidifying its position as one of the world's most important AI companies.
One of these areas is data center networking. AI systems process so much data that require fast network connections. Nvidia provides products for this, which are seeing strong adoption. In Q4, its networking sales rose a jaw-dropping 263% year over year to $11 billion.
The market for AI-related infrastructure is forecast to see tremendous growth over the next decade. Estimates predict industry expansion from $59 billion in 2025 to nearly $500 billion by 2034, providing a tailwind for Nvidia for the remainder of the 2020s.
The semiconductor giant is looking beyond data centers as well. It's working with telecommunications businesses to build the next generation of wireless networks, 6G, designed for AI's significant data bandwidth needs. The new 6G solution won't be just for mobile phones. It will be used for artificial intelligence to wirelessly manage robots, self-driving cars, and other physical AI systems.
As part of this effort, Nvidia agreed to a $1 billion equity investment in Nokia. Together, they are already testing 6G networks.
Nokia represents one of the many investments Nvidia has made to strengthen its position in the AI ecosystem. The chipmaker also invested in Uber Technologies to deliver a fleet of AI-powered self-driving vehicles for Uber's ride-hailing service. Intel is another example, partnering with Nvidia to deliver AI to PCs.
Nvidia's future solutions Nvidia's influence ranges far. And it's continually pushing farther, as seen in its entry into the nascent field of quantum computing.
Last October, the company introduced its NVQLink architecture, which connects GPUs to quantum computers. Quantum machines can complete complex computations in minutes that would take centuries with today's supercomputers. GPUs help with correcting calculation errors in real time.
And the opportunity to buy Nvidia stock has arrived. After Wall Street's reaction to its fiscal Q4 results, the company's forward price-to-earnings (P/E) ratio, which indicates how much investors are willing to pay for a dollar of earnings based on estimates for the next 12 months, has dropped significantly.
Data by YCharts.
With a forward earnings multiple of about 22, Nvidia shares are at an attractive valuation not seen since the Trump administration's tariff announcements last April caused the stock market to crash.
This makes now the time to buy shares in one of the most important AI companies of the past few years, one that looks poised to maintain this importance through the rest of the decade.
2026-03-15 14:511mo ago
2026-03-15 10:001mo ago
‘It's all about oil' as FedEx kicks off earnings this week
HomeIndustriesRetail/WholesaleEarnings WatchEarnings WatchEarnings Watch: Lululemon, Macy’s and other retailers also report, as war in Iran threatens to drive prices higherPublished: March 15, 2026 at 10:00 a.m. ET
Americans were feeling a bit better about the economy this year — until the U.S.’ war with Iran started. With results due this week from package-delivery giant FedEx, along with retail names like Lululemon and Macy’s, we’ll likely hear more about consumers’ attitudes, as gas prices and shipping costs spike and the conflict widens in the Middle East.
Lululemon LULU reports results on Tuesday, amid drama over its turnaround efforts and leadership. Macy’s M reports Wednesday, while FedEx FDX reports Thursday.
2026-03-15 14:511mo ago
2026-03-15 10:051mo ago
3 Stocks That Could Be Next to Announce a Stock Split
Stock splits are actions taken by corporations to make their shares nominally affordable for more retail investors. These usually occur after a period of significant growth and/or innovation.
What is it about stock splits that captures the imagination of investors? After all, the intrinsic value of the company hasn’t changed. But investor psychology is one of the most important factors that drives a stock’s short-term performance. It can be hard for retail investors to consider buying a stock trading at $500, let alone $1,000.
Investors with only small amounts to invest may find lower-priced shares more accessible because they can buy more of them. However, there are times you get what you pay for: stocks seeing strong share-price growth typically have a strong fundamental story to back it up.
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For example, Costo Wholesale Corp. NASDAQ: COST has been on many analysts’ lists of companies that could potentially split its stock for years. As of this writing, COST stock trades for just over $1,000 per share. That’s pricey, but the stock has delivered share price growth of over 200% in the last five years. Investors who shied away at $500 missed that gain, which didn’t include the company’s dividend.
On the other hand, Walmart Inc. NASDAQ: WMT announced a stock split in January 2024. The stock hasn’t missed a beat, climbing over 45% in the last 12 months and over 175% in the last five years, not counting the company’s dividend.
The takeaway for investors is that quality matters. Owning companies with strong growth can make a stock split an additional benefit, not a gimmick to buy the company’s shares. Here are three companies that could split their stock in 2026.
Semiconductor Leader KLA Approaches $1,400 Per Share KLA NASDAQ: KLAC designs and manufactures equipment, software, and services used by chipmakers for process control and yield management applications. It’s not surprising that KLAC stock has jumped over 375% in the last five years, and over 100% in 2025.
KLA Today
$1,418.64 +9.07 (+0.64%)
As of 03/13/2026 04:00 PM Eastern
52-Week Range$551.33▼
$1,693.35Dividend Yield0.54%
P/E Ratio41.28
Price Target$1,602.29
However, even as KLAC stock trades over $1,400 per share, it’s still about 13% below its consensus price target of approximately $1,600. After a strong run as part of the artificial intelligence trade, it could be time for a stock split.
But investors may have to wait. KLA just hosted an Investor Day on March 12.
At that time, they announced some goodies for shareholders, including a $7 billion share repurchase program and an impressive 21% increase to its dividend, which is the 17th consecutive year it has increased the payout.
A company can announce a stock split at any time, and KLA reports its Q3 earnings for fiscal 2026 on April 29. April 29. But after the announcements at its March 12 Investor Day, the board may be inclined to hold off. Still, with the share price above $1,400, investors will keep wondering when a split might come.
Eli Lilly’s GLP-1 Leadership Keeps the Growth Story Strong Eli Lilly & Co. NYSE: LLY isn’t part of the technology sector, but the stock is acting like one. LLY stock is up over 350% in the last five years. However, like the “growthy” tech sector, the stock has been leveling out lately. It was up “just” 18% in 2025 and is down about 9% through March 12.
Eli Lilly and Company Today
LLY
Eli Lilly and Company
$985.10 +7.85 (+0.80%)
As of 03/13/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$623.78▼
$1,133.95Dividend Yield0.70%
P/E Ratio42.92
Price Target$1,229.59
LLY stock trades for just under $1,000 as of this writing, and analysts give the stock a consensus price target suggesting it could grow by 25%. That’s backed by the expectation of earnings growth of around 35% in the next 12 months.
But it’s the reason behind the growth that drives the split conversation. Eli Lilly is the market share leader in the GLP-1 weight loss market by a large amount.
The company is likely to expand that lead if the U.S. Food & Drug Administration approves its oral GLP-1 drug candidate in 2026.
That may be a reason for the company to take a wait-and-see approach about a split. Another may be that shareholders just got a 15.3% dividend increase that was announced in December 2025.
McKesson’s Quiet Rally Pushes the Stock Near $1,000 McKesson Corp. NYSE: MCK is one of the leading medical stocks in the healthcare industry. McKesson delivers medicines and medical supplies to hospitals, pharmacies, and doctors' offices across the country, ensuring the right medicines reach the right places so patients can get the care they need.
McKesson Today
$941.51 -2.85 (-0.30%)
As of 03/13/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$637.00▼
$999.00Dividend Yield0.35%
P/E Ratio27.08
Price Target$960.93
MCK stock is up more than 400% in the last five years and 47% in the last 12 months. That includes being up 15% in 2026 as of March 12.
In its most recent earnings report, management raised its guidance for FY2026, including 12% to 16% revenue growth and 17% to 19% growth in adjusted earnings per share. The latter was higher than analysts’ projections for 11% growth.
The MCK stock price is over $900 per share and is pushing the top of its 52-week range. However, unlike the other names on this list, MCK is trading in line with its consensus price target.
But analyst sentiment remains bullish with many price targets over $1,000. That includes JPMorgan Chase & Co, which has the highest price target of $1,107.
Should You Invest $1,000 in McKesson Right Now?Before you consider McKesson, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and McKesson wasn't on the list.
While McKesson currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
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MarketBeat just released its list of the 7 hottest IPOs expected to hit Wall Street in 2026. See which companies are preparing to go public and why investors are watching closely.
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2026-03-15 14:511mo ago
2026-03-15 10:111mo ago
ROSEN, A LONGSTANDING LAW FIRM, Encourages DNOW Inc. Investors to Inquire About Securities Class Action Investigation - DNOW
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 DNOW Inc. (NYSE: DNOW) resulting from allegations that DNOW may have issued materially misleading business information to the investing public.
SO WHAT: If you purchased DNOW 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=53946 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 20, 2026, StockStory published an article entitled "Why DNOW (DNOW) Shares Are Getting Obliterated Today." The article stated that DNOW shares fell "after the company reported disappointing fourth-quarter 2025 financial results, which included a significant loss and missed Wall Street's expectations."
On this news, DNOW's stock fell 19.1% on February 20, 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/288408
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.
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2026-03-15 14:511mo ago
2026-03-15 10:131mo ago
The Best Warren Buffett Stocks to Buy With $1,000 Right Now
Warren Buffett is no longer CEO of Berkshire Hathaway (BRKA 0.24%)(BRKB 0.38%), having formally stepped down from the role at the end of 2025. But many of the stocks in Berkshire's $310 billion portfolio were hand-selected by the legendary investor himself.
After the recent market turbulence, first driven by tariff uncertainty and, more recently, by the conflict in Iran, some of Berkshire's stocks look like attractive places to put money to work. That's especially true in the financial sector, where there are many excellent companies trading for steep discounts right now. Here are two from Berkshire's portfolio that look especially attractive.
Image source: The Motley Fool.
A financial powerhouse at a discount American Express (AXP 0.57%) is one of Berkshire's largest stock investments, and one that we know for a fact was a Warren Buffett investment. Berkshire has been a major Amex shareholder for decades, and the investment has worked out nicely so far.
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The company has done an excellent job of creating a portfolio of premium card products that appeal to consumers and businesses, and has been especially successful in resonating with younger generations. Revenue and earnings both grew by double-digit percentages in 2025, so the business has excellent momentum.
Amex is a closed-loop card issuer, meaning that, unlike Visa (V +0.21%) or Mastercard (MA +0.14%), it acts as both lender and payment processor. The latter creates a high-margin stream of fee income, while the company's status as a lender allows it to benefit from the high interest margins of the credit card industry. However, amid economic uncertainty, Amex has fallen by more than 20% over the past two months, creating an excellent time to take a closer look.
The most successful online bank? Ally Financial (ALLY 1.93%) isn't quite as well-known as Amex, but it is arguably the most successful online bank in the U.S.
If you aren't familiar, Ally spun out from General Motors (GM 1.44%) in the wake of the financial crisis and is one of the largest auto lenders. It also offers high-yield savings accounts, online checking accounts, and more consumer banking products, and has more than $150 billion in deposits -- the most from an online-only bank.
Ally's business has been performing well, with record consumer auto application volume in 2025 and strong full-year profitability. Plus, asset quality remains strong -- Ally's net charge-off ratio for its auto loan portfolio actually fell by 20 basis points year-over-year.
To be fair, the auto lending business is cyclical, and if we enter a recession or inflation unexpectedly spikes, consumer demand could fall, and defaults rise. But with a valuation of just over seven times forward earnings and an excellent 3.2% dividend yield, Ally's risk-reward dynamics make a lot of sense.
Ally is an advertising partner of Motley Fool Money. American Express is an advertising partner of Motley Fool Money. Matt Frankel, CFP has positions in Ally Financial, American Express, Berkshire Hathaway, and General Motors. The Motley Fool has positions in and recommends Berkshire Hathaway, Mastercard, and Visa. The Motley Fool recommends General Motors. The Motley Fool has a disclosure policy.
2026-03-15 14:511mo ago
2026-03-15 10:151mo ago
This 17% Yield Is Ripe For The Picking: TriplePoint Venture Growth
Analyst’s Disclosure: I/we have a beneficial long position in the shares of TPVG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Beyond Saving, Philip Mause, and Hidden Opportunities, all are supporting contributors for High Dividend Opportunities. Any recommendation posted in this article is not indefinite. We closely monitor all of our positions. We issue Buy and Sell alerts on our recommendations, which are exclusive to our members.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-03-15 14:511mo ago
2026-03-15 10:151mo ago
ROSEN, A RANKED AND LEADING LAW FIRM, Encourages Snowflake Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - SNOW
New York, New York--(Newsfile Corp. - March 15, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers Class A common stock of Snowflake Inc. (NYSE: SNOW) between June 27, 2023 and the close of the market on February 28, 2024 (4:00 p.m. ET), inclusive (the "Class Period"), of the important April 27, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Snowflake Class A 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 Snowflake class action, go to https://rosenlegal.com/submit-form/?case_id=22950 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 27, 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, during the Class Period, defendants repeatedly made positive statements about the state of its business, including positive statements about customer usage of, and new developments for, its products. At the same time, defendants failed to disclose that: (1) product efficiency gains, Iceberg Tables and tiered storage pricing were expected to have a material negative impact on consumption and revenues, and (2) as a result, defendants' positive statements about consumption patterns, revenues, and demand for Snowflake products lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Snowflake class action, go to https://rosenlegal.com/submit-form/?case_id=22950 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/288580
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
2026-03-15 14:511mo ago
2026-03-15 10:151mo ago
ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages Vital Farms, Inc. Investors to Inquire About Securities Class Action Investigation - VITL
New York, New York--(Newsfile Corp. - March 15, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Vital Farms, Inc. (NASDAQ: VITL) resulting from allegations that Vital Farms, Inc. may have issued materially misleading business information to the investing public.
SO WHAT: If you purchased Vital Farms 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=54670 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 26, 2026, MarketBeat published an article entitled "Vital Farms (NASDAQ: VITL) Shares Gap Down Following Weak Earnings". The article stated that Vital Farms stock price "gapped down before the market opened on Thursday after the company announced weaker than expected quarterly earnings."
On this news, Vital Farms' stock fell 10.8% on February 26, 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/288584
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
2026-03-15 14:511mo ago
2026-03-15 10:171mo ago
ROSEN, LEADING INVESTOR COUNSEL, Encourages Plug Power Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - PLUG
New York, New York--(Newsfile Corp. - March 15, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Plug Power Inc. (NASDAQ: PLUG) between January 17, 2025 and November 13, 2025, inclusive (the "Class Period"), of the important April 3, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Plug Power 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 Plug Power class action, go to https://rosenlegal.com/submit-form/?case_id=1011 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 3, 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 litigate 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) defendants had materially overstated the likelihood that funds attributed to the U.S. Department of Energy's Loan would ultimately become available to Plug Power, and/or that Plug Power would ultimately construct the hydrogen production facilities necessary to receive those funds; (2) as such, Plug Power was likely to pivot toward more modest projects with less commercial upside; and (3) as a result, Plug Power's 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 Plug Power class action, go to https://rosenlegal.com/submit-form/?case_id=1011 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/288581
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
2026-03-15 14:511mo ago
2026-03-15 10:391mo ago
Unilever vs. McCormick: Two Consumer Staples Giants, One Better Buy
Unilever (NYSE: UL) reported full-year 2025 results on January 22, 2026, while McCormick (NYSE: MKC) closed out its fiscal year the same day. Both are consumer staples stalwarts navigating commodity pressure and cautious shoppers, but their strategies could not look more different.
Simplification Carries Unilever. Spices Hold McCormick Steady. Unilever finished 2025 with underlying sales growth of 3.5% and volume growth of 1.5% for the full year, with Q4 accelerating to 4.2% underlying sales growth. That momentum came from its Power Brands, which represent 78% of turnover and grew at 4.3%. CEO Fernando Fernandez set the tone clearly: “We are moving at speed to build a business that drives desire at scale…prioritising premium segments and digital commerce, and anchoring our growth in the US and India.” The Ice Cream demerger completed in December 2025 stripped out a lower-margin distraction, leaving a cleaner portfolio built around Dove, Vaseline, Liquid I.V., and Hellmann’s.
McCormick posted full-year revenue of $6.84B, up 1.73%, with its Consumer segment leading at $1.127B in Q4, up 3.9%. Frank’s RedHot, OLD BAY, and Cholula kept retail shelves moving. The problem: Gross margin contracted 130 basis points to 38.9% in Q4, as commodity costs and tariffs overwhelmed savings from its CCI efficiency program.
Metric Unilever (FY2025) McCormick (FY2025) Revenue ~$53B $6.84B Gross Margin 46.9% 38.9% (Q4) Forward P/E 18x 20x Dividend Yield 3.4% 2.8% One Is Shedding Weight. One Is Adding It. Unilever is narrowing its focus, acquiring premium personal care brands like Dr. Squatch, Minimalist, and K18 while shedding Ice Cream. A new €1.5B share buyback starts in Q2 2026. McCormick went the opposite direction, closing the McCormick de Mexico acquisition on January 2, 2026, which adds 11-13% to reported net sales growth in FY2026 but also brings higher interest expense and a tax rate climbing toward 24%.
Margin Recovery Is the Whole Story in 2026 The key question for McCormick is whether it can deliver on its gross margin recovery promise. CEO Brendan Foley said “our outlook reflects continued top-line momentum, gross margin recovery, and strong operating profit performance”, but two consecutive quarters of 130-basis-point margin compression make that a show-me story. Unilever faces currency headwinds across Latin America and India, and its 2026 guidance targets only the bottom end of its 4-6% growth range.
Valuation Comparison: Where Each Stock Stands McCormick’s stock has dropped nearly 16% year-to-date, hitting a 52-week low of $57.29. Analysts have a consensus target of $73.85, implying real upside if margins recover — but that is a big if with tariffs still unresolved. Unilever trades at a forward P/E of about 18x with a 3.4% dividend yield and a cleaner post-demerger story. Unilever trades at a forward P/E of about 18x with a 3.4% dividend yield and a cleaner post-demerger story, offering better margin visibility heading into 2026. McCormick’s beaten-down price, 40-year dividend streak, and analyst consensus target of reflect potential upside if margins recover and tariff pressure eases.
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2026-03-15 14:511mo ago
2026-03-15 10:401mo ago
Hannover Re: Sharp Dividend Increase After A Strong Year
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-03-15 14:511mo ago
2026-03-15 10:421mo ago
Constellation Energy Is the Only Nuclear Utility That Looks Like a Tech Stock Right Now
Constellation Energy trades at a 40x trailing P/E with a beta of 1.1. That is not how utilities are supposed to behave. It is how high-growth tech infrastructure companies behave, and that gap between perception and pricing is the story worth understanding right now.
Constellation Energy (NASDAQ:CEG) is the nation’s largest nuclear fleet operator, and after closing the Calpine acquisition on January 7, 2026, it became the largest private-sector power producer in the country with 55 gigawatts of combined capacity. That is a utility. But what it is selling, and to whom, is something else entirely.
The company has locked in long-term power purchase agreements with Microsoft, Meta, and CyrusOne. Microsoft gets a 20-year PPA tied to the Crane Clean Energy Center nuclear restart, backed by a $1 billion DOE loan guarantee. Meta gets the full output of the Clinton Clean Energy Center. CyrusOne signed a 380 MW agreement at Freestone Energy Center in Texas, with an exclusive option for another 380 MW in Phase 2. These are not commodity electricity contracts. These are infrastructure deals with the companies building the AI economy.
CEO Joe Dominguez on the Q4 2025 earnings call:
“We’re at a pivotal moment for American competitiveness, and Constellation is ready to meet it.”
The financial profile backs that confidence. Management is guiding to 13%+ adjusted operating earnings growth through 2030. The Calpine deal is expected to be more than 20% accretive to adjusted EPS in 2026 and adds more than $2 billion in annual free cash flow before growth investment. Dividends are growing at 10% annually, with another 10% increase expected in 2026. That combination of yield growth and earnings compounding is rare in any sector.
The nuclear fleet runs at a 94.7% capacity factor for full year 2025, touching 96.8% in Q3 2025. Most gas peaker plants run well below 50%. Nuclear at this scale is closer to a software subscription than a commodity business: predictable output, high margins, long contract durations.
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Analyst targets reflect the growth premium. TD Cowen sits at $454, citing anticipated acceleration in contracting activity and positive PJM market developments. The consensus target is $393.93 with 14 buy ratings and zero sells. We touched on energy infrastructure plays and market volatility in today’s Daily Profit newsletter, and Constellation’s positioning adds another dimension to that conversation. The stock currently trades at $301.08, down roughly 14.5% year to date from its December 2025 close of $352.80, even as the one-year return sits at 40.7%.
The pullback creates tension. Insiders are net buying with 68 recent insider transactions skewing positive. The forward P/E compresses to around 27x on 2026 estimates, a very different conversation than the trailing multiple suggests.
Whether the AI buildout sustains demand for always-on, carbon-free power at scale remains a key question for the sector. Constellation has positioned itself through long-term contracts, fleet expansion, and a balance sheet capable of funding both — a profile that analysts and market participants are increasingly comparing to high-growth infrastructure companies rather than traditional utilities.
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2026-03-15 13:501mo ago
2026-03-15 08:441mo ago
3 Top Buffett Stocks to Buy and Hold for the Long Haul
Warren Buffett has shown that owning great businesses and holding them for the long term can help investors build wealth. Through Berkshire Hathaway, the legendary investor had consistently favored companies with durable competitive advantages, strong cash flows, and leadership that thinks long term.
Following Buffett's investment philosophy can often shine a light on companies with robust fundamentals. The now-retired investor amassed his wealth by focusing on value and not chasing speculative trends. That framework has guided him to many long-term picks, including these three stocks in the Berkshire portfolio that should continue to gain market share for many years.
Amazon's margins continue to improve Some of the best companies to invest in are household names, including Amazon (AMZN 0.87%). The tech stock started as an online bookstore and has expanded to sell almost every item under the sun, but its online marketplace is far from its only growth engine.
Image source: Getty Images.
The company has multiple business segments in high-margin industries. Amazon Web Services is the company's cloud computing unit, and its growth has reaccelerated in recent quarters due to the artificial intelligence (AI) boom. Amazon's online ads have also achieved a double-digit growth rate for several years. Online ads have high margins, and they are showing up in Amazon's business. The company's gross margin has been steadily climbing for several years, recently exceeding 50%.
Amazon has several established business models that drive profits while boasting billions of dollars in quarterly sales. However, it also has new segments like its Trainium AI chips, which have already become a multibillion-dollar component of Amazon's corporate umbrella.
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Amazon's AI chips can become significant profit drivers in the future. While that's a speculative part of the business, it doesn't have to work perfectly for Amazon stock to march higher. The online marketplace, advertising, and Amazon Web Services are proven businesses with compelling long-term potential.
Alphabet is in the best position to capitalize on artificial intelligence Buffett doesn't chase speculative picks, but he likes companies with strong moats. Alphabet (GOOG 0.58%) (GOOGL 0.42%) practically owns the entire search engine market with Google, and YouTube is the leading video platform. Those two assets help Alphabet generate substantial revenue with high margins.
Some of that capital goes toward moonshot opportunities. While those opportunities are speculative, they are backed by a top-tier business that is loaded with cash. It took more than a decade for Google Cloud to record its first profitable quarter, but all of those investments were worth it. Google Cloud is the third-largest cloud provider and has turned into a meaningful profit engine that has exceptional top-line growth.
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The positive cash flow from Alphabet's profitable businesses makes it easier to fund newer companies like Waymo and Gemini. Waymo's self-driving cars are already operating in multiple U.S. cities, and more than 750 million people use Gemini's AI model for various prompts each month. Gemini is Alphabet's answer to ChatGPT, and it can become a lucrative income source within a few years thanks to its monthly subscription plans.
Alphabet is the perfect blend of established, high-moat businesses with exposure to megatrends like digital and physical applications of artificial intelligence. It's no wonder the tech giant has a spot in Buffett's portfolio.
American Express has been in Buffett's portfolio for multiple decades Buffett first bought American Express (AXP 0.57%) in 1962 to capitalize on the Salad Oil Scandal, which put the company at risk of bankruptcy. During the scandal, American Express and other backers were duped into offering financing for fraudulent assets. Investors felt nervous at the time, but holding American Express proved to be the smart move.
That scandal is deep in the history books, but if you turn to the modern day, you will see a vibrant company with rising profit margins. The major credit card issuer targets affluent customers and has multiple income streams that revolve around how much people spend. As consumer spending goes up, American Express cards are used in more transactions, resulting in additional merchant fees. American Express also collects interest on outstanding balances.
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That setup was enough to produce 10% year-over-year revenue growth throughout 2025, with fees and interest playing key roles. Higher consumer spending was another major catalyst.
American Express doesn't have much competition at the top. While it will have to battle for market share with Visa and Mastercard, it's difficult for new competitors to penetrate the industry. American Express has built an impressive line-up of competitive credit cards with enticing reward programs that make the company hard to beat.
Finances aren't a problem for the company, based on its 16% year-over-year dividend hike. A rising dividend indicates the company has plenty of extra capital to distribute to investors, and it's one of the few numbers a company cannot fake. A 16% dividend hike means American Express must grow its net income by at least 16% year over year to end up ahead after the dividend boost. Luckily, net income growth has accelerated in recent quarters, and the company is sitting on a $47.8 billion cash position.
2026-03-15 13:501mo ago
2026-03-15 08:511mo ago
NAVN SHAREHOLDER ACTION REMINDER: Faruqi & Faruqi, LLP Reminds Navan (NAVN) Investors of Securities Class Action Deadline on April 24, 2026
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding In Navan To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Navan pursuant to the Offering Documents on October 31, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - March 15, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Navan, Inc. ("Navan" or the "Company") (NASDAQ: NAVN) and reminds investors of the April 24, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that the Offering Documents used to effectuate Navan's IPO were false and misleading and omitted to state that, at the time of the offering, the Company had increased its "sales and marketing" expenses.
As the truth about the Company's business reached the market, the value of its shares declined dramatically, causing Navan investors to suffer significant damages. By the commencement of the action, Navan's shares traded as low as $9.01 per share, representing a decline of over 60% from the Offering Price.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information Navan's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Navan class action, go to www.faruqilaw.com/NAVN or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/288466
Source: Faruqi & Faruqi LLP
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2026-03-15 13:501mo ago
2026-03-15 08:531mo ago
MREO SHAREHOLDER ACTION REMINDER: Faruqi & Faruqi, LLP Reminds Mereo (MREO) Investors of Securities Class Action Deadline on April 6, 2026
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Mereo BioPharma To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Mereo between June 5, 2023 and December 26, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - March 15, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Mereo BioPharma Group plc ("Mereo" or the "Company") (NASDAQ: MREO) and reminds investors of the April 6, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose the true state of the Phase 3 ORBIT and COSMIC programs; neither of which hit its primary endpoints of reducing annualized clinical fracture rate compared to the placebo or bisphosphonate control groups, respectively.
Mereo announced during pre-market hours on December 29, 2025, that two Phase 3 studies of setrusumab failed to meet their primary endpoints of reducing annualized clinical fracture rates versus placebo and bisphosphonates, respectively. While both trials demonstrated statistically significant improvements in bone mineral density on secondary endpoints and no new safety concerns were identified, the market reacted negatively to the primary endpoint misses.
On this news, Mereo's stock price fell $2.02 per share, or 87.64%, closing at $0.28 per share on December 29, 2025.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Mereo BioPharma's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Mereo BioPharma class action, go to www.faruqilaw.com/MREO or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/288465
Source: Faruqi & Faruqi LLP
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2026-03-15 13:501mo ago
2026-03-15 08:541mo ago
FBRT SHAREHOLDER ACTION REMINDER: Faruqi & Faruqi, LLP Reminds Franklin BSP Realty Trust (FBRT) Investors of Securities Class Action Deadline on April 27, 2026
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Franklin To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Franklin between November 5, 2024 and February 11, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - March 15, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Franklin BSP Realty Trust, Inc. ("Franklin" or the "Company") (NYSE: FBRT) and reminds investors of the April 27, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Defendants recklessly overstated Franklin BSP Realty Trust's prospects; (2) Defendants recklessly overstated Franklin BSP Realty Trust's ability to maintain the $0.355 dividend; and (3) as a result, Defendants' statements about Franklin BSP Realty Trust's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times.
On February 11, 2026, Franklin announced its financial results for fourth quarter and full year 2025. Among other items, Franklin reported fourth quarter earnings per share of only $0.12, missing consensus estimates by $0.16, and revenue of only $81.12 million, compared to the consensus estimate of $93.65 million. In a press release, Franklin's Chief Executive Officer said that "2025 was a year of transition" and that "it has taken longer to resolve and sell" certain real estate assets "than we originally planned."
On this news, Franklin's stock price fell $1.44 per share, or 14.19%, to close at $8.71 per share on February 12, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Franklin's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Franklin BSP Realty Trust class action, go to www.faruqilaw.com/FBRT or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/288458
Source: Faruqi & Faruqi LLP
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2026-03-15 13:501mo ago
2026-03-15 08:591mo ago
NKTR SHAREHOLDER ACTION REMINDER: Faruqi & Faruqi, LLP Reminds Nektar Therapeutics (NKTR) Investors of Securities Class Action Deadline on May 5, 2026
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Nektar To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Nektar between February 26, 2025 and December 15, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - March 15, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Nektar Therapeutics, Inc. ("Nektar" or the "Company") (NASDAQ: NKTR) and reminds investors of the May 5, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) enrollment in the REZOLVE-AA trial had not followed applicable instructions and protocol standards; (2) the foregoing was likely to have a significant negative impact on the REZOLVE-AA trial's results; (3) accordingly, the REZOLVE-AA trial's overall integrity and prospects were overstated; and (4) as a result, Defendants' public statements were materially false and misleading at all relevant times.
On December 16, 2025, Nektar issued a press release "announc[ing] topline results from the 36-week induction treatment period of the Phase 2b REZOLVE-AA trial of investigational rezpegaldesleukin, a first-in-class IL-2 pathway agonist and regulatory T-cell (Treg) proliferator." The press release disclosed that the trial failed to reach statistical significance, which Nektar attributed to the inclusion of four patients who should not have been eligible to participate.
On this news, Nektar's stock price fell $4.14 per share, or 7.77%, to close at $49.16 per share on December 16, 2025.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Nektar's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Nektar Therapeutics class action, go to www.faruqilaw.com/NKTR or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/288467
Source: Faruqi & Faruqi LLP
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2026-03-15 13:501mo ago
2026-03-15 09:001mo ago
1 Genius AI Stock Nvidia Owns That Investors Should Load Up On
Sometimes, major public companies own shares of other businesses. Nvidia is no exception, and it has a few notable artificial intelligence (AI) investments in its portfolio. From its fourth-quarter Form 13F, we know that Nvidia owns five stocks, one of which is Nebius (NBIS +4.53%).
Nebius is an AI-first cloud computing provider that champions itself as providing the best available graphics processing units (GPUs) from Nvidia to run workloads on. Apparently, Nvidia believes that Nebius' business is good enough to invest in, and it owns nearly 1.19 million shares, valued at over $100 million today.
After digging into the growth Nebius expects this year, I think it's a no-brainer investment, as it's expected to grow far faster than Nvidia.
Image source: Getty Images.
Nebius is quickly expanding to meet demand As mentioned above, Nebius is an AI-first cloud computing provider that offers a full-stack solution for clients to rent out and run AI workflows on. Because it's offering a full-stack solution, users have everything they need to start training and running AI models without any additional services. This is a highly attractive offering, and Nebius' platform has become popular among individual developers, as well as larger companies like Microsoft and Meta Platforms.
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At the end of 2025, Nebius operated seven different data centers, up from two in 2024. While it has rented out space from existing data centers, it plans to own the majority of data centers that come online in 2026. By the end of the year, they expect to be operational in 16 different locations. This huge expansion is necessary because demand for its platform is skyrocketing. In Q4 2025, its revenue rose 547% year over year to $228 million. It ended the year with a $1.25 billion annual run rate (ARR), but that figure is expected to explode to $7 billion to $9 billion by the end of 2026.
That huge growth is nearly unmatched in the market, and with demand for AI soaring, it will likely continue posting solid growth after 2026 as well.
Because Nvidia is the primary computing provider for Nebius and is processing its orders, it has all the information it needs to know that Nebius' stock will be a long-term winner and could provide returns in excess of its own stock. As a result, Nvidia is a significant investor in Nebius. I think that's a pretty strong company to be backing Nebius, and I think individual investors can follow suit and scoop up shares of Nebius before they start soaring by the end of the year.
Keithen Drury has positions in Meta Platforms, Microsoft, Nebius Group, and Nvidia. The Motley Fool has positions in and recommends Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
2026-03-15 13:501mo ago
2026-03-15 09:001mo ago
Energy Transfer: A Stable And Less Volatile Way To Play The Energy Market Chaos
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
SummaryU.S. equities slid to four-month lows as the escalating Iran war rattled markets, sending oil to three-year highs and interest rates higher amid tanker attacks, shipping disruptions, and intensifying strikes.Brent Crude jumped above $100 as attacks on shipping in the Strait of Hormuz and tanker explosions threatened global oil flows, fueling inflation fears and keeping investors on edge.The White House deployed emergency supply measures—including Russian crude purchases and potential strategic reserve releases—but markets remain skeptical they can offset disruptions to global energy flows.Ahead of the Fed meeting, inflation data showed price pressures remained tame in February, with CPI and PCE near four-year lows, though investors largely discounted the figures as “pre-war” data.Real estate equities lagged, with REITs pressured by rebounding interest rates while homebuilders fell for a second week amid rising mortgage rates and controversial Senate legislation targeting institutional investment in single-family rentals.iREIT®+HOYA Capital members get exclusive access to our real-world portfolio. See all our investments here » Suphanat Khumsap/iStock via Getty Images
Real Estate Weekly Outlook U.S. equity markets dipped to four-month lows this week as volatility gripped global financial markets amid an intensification of the Iran war, sending oil prices to three-year highs and benchmark interest rates
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of RIET, HOMZ, IRET, ALL HOLDINGS IN THE IREIT+HOYA PORTFOLIOS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Hoya Capital Research & Index Innovations ("Hoya Capital") is an affiliate of Hoya Capital Real Estate, a registered investment advisory firm based in Rowayton, Connecticut, that provides investment advisory services to ETFs, individuals, and institutions. Hoya Capital Research & Index Innovations provides non-advisory services including market commentary, research, and index administration focused on publicly traded securities in the real estate industry. This published commentary is for informational and educational purposes only. Nothing on this site nor any commentary published by Hoya Capital is intended to be investment, tax, or legal advice or an offer to buy or sell securities. This commentary is impersonal and should not be considered a recommendation that any particular security, portfolio of securities, or investment strategy is suitable for any specific individual, nor should it be viewed as a solicitation or offer for any advisory service offered by Hoya Capital Real Estate. Please consult with your investment, tax, or legal adviser regarding your individual circumstances before investing. The views and opinions in all published commentary are as of the date of publication and are subject to change without notice. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Any market data quoted represents past performance, which is no guarantee of future results. There is no guarantee that any historical trend illustrated herein will be repeated in the future, and there is no way to predict precisely when such a trend will begin. There is no guarantee that any outlook made in this commentary will be realized. Readers should understand that investing involves risk, and loss of principal is possible. Investments in real estate companies and/or housing industry companies involve unique risks, as do investments in ETFs. The information presented does not reflect the performance of any fund or other account managed or serviced by Hoya Capital Real Estate. An investor cannot invest directly in an index, and index performance does not reflect the deduction of any fees, expenses, or taxes. Hoya Capital Real Estate and Hoya Capital Research & Index Innovations have no business relationship with any company discussed or mentioned and never receive compensation from any company discussed or mentioned. Hoya Capital Real Estate, its affiliates, and/or its clients and/or its employees may hold positions in securities or funds discussed on this website and in our published commentary. A complete list of holdings and additional important disclosures is available at www.HoyaCapital.com.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-03-15 13:501mo ago
2026-03-15 09:071mo ago
The Ultimate Dividend Growth Stock to Buy With $1,000 Right Now
Are you looking for a great dividend-paying stock you can buy right now and hold on to indefinitely? Proven income-generating names like Coca-Cola and Duke Energy are always viable options.
If you're looking for a name that's not only built to last but also built to seriously grow its dividend payment, however, consider something that's already well established in a young industry that's also poised to grow -- a lot -- for the foreseeable future ... a name like Equinix (EQIX 0.16%).
Image source: Getty Images.
What's Equinix? It's not a household name. But there's a very good chance you or someone living in your household regularly benefits from its service. Equinix operates more than 270 data centers in 77 different locales, serving over 300 Fortune 500 companies. It did $9.2 billion worth of business last year, turning $1.35 billion of that into net income, and extending single-digit-but-steady growth that's been in place for nearly three decades now.
Perhaps more relevant today, Equinix offers a whole lineup of artificial intelligence (AI) solutions like AI training (including inference), autonomous service agents, and more. This, of course, has been and should remain a major growth driver. An outlook from Precedence Research suggests the worldwide AI data center industry is poised to grow at an average annualized pace of more than 27% through 2035.
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However, this tailwind isn't the only reason you might want to consider stepping into this stock while its forward-looking dividend yield stands at 2.2%. It's not even the crux of the reason; 2.2% isn't an especially high yield anyway. Neither is its 11 consecutive years of per-share payment growth.
Rather, Equinix is a compelling income prospect because it's structured in such a way that's ideal for the nature of the business it's in.
The ideal structure for this business, and this goal That structure is a real estate investment trust, or REIT, for short. While REITs trade on stock exchanges, these are actually companies that own revenue-bearing real estate. This real estate is typically properties like apartment complexes, office buildings, or shopping centers. It can also be data centers, though, which similarly produce recurring monthly income.
REITs enjoy a distinct advantage that most conventional companies don't. That is, as long as at least 90% of any profits are passed along to shareholders in the form of dividends, it isn't first taxed at the corporate level. They must pay out most of their earnings as dividends, in fact, to maintain their tax-friendly classification. This ultimately means REIT owners get to keep more of whatever recurring rent-based profits the underlying company is producing.
And Equinix is certainly producing plenty of both. Of last year's per-share adjusted funds from operations (AFFO) -- a measure similar to non-GAAP (adjusted) income for conventional companies -- of $38.33, $18.76 was distributed as dividends. These numbers were up 9% and 10% year over year, respectively, easily outgrowing the sort of dividend growth you'd be getting from the aforementioned Duke Energy or Coca-Cola. Indeed, you'd be hard-pressed to find more dividend growth from any investment option with a similar low-risk profile.
2026-03-15 13:501mo ago
2026-03-15 09:121mo ago
ROSEN, THE FIRST FILING FIRM, Encourages Apollo Global Management, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - APO
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Apollo Global Management, Inc. (NYSE: APO) between May 10, 2021 and February 21, 2026, both dates inclusive (the “Class Period”), of the important May 1, 2026 lead plaintiff deadline in the securities class action first filed by the Firm.
SO WHAT: If you purchased Apollo Global 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 Apollo Global class action, go to https://rosenlegal.com/submit-form/?case_id=1323 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 May 1, 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 achieved 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.
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) defendants Marc Rowan and Leon Black, among other leadership figures at Apollo Global, frequently communicated with Jeffrey Epstein in the 2010s regarding Apollo Global’s business; (2) as a result, Apollo Global’s assertion that Apollo Global had never done business with Jeffrey Epstein was untrue; (3) because of the entanglement between Apollo Global’s leaders and Jeffrey Epstein, the harm to Apollo Global’s reputation was more than a mere possibility; and (4) as a result, defendants’ statements about its business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Apollo Global class action, go to https://rosenlegal.com/submit-form/?case_id=1323 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.
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Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
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New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
2026-03-15 13:501mo ago
2026-03-15 09:151mo ago
The Artificial Intelligence (AI) Stock Most Likely to Mint New Millionaires
Wall Street has separated virtually every business into a winner or loser when it comes to artificial intelligence (AI) disruption. Remitly Global (RELY 1.90%) has been deemed a loser in AI and in the emergent era of stablecoin disruption. Shares of the stock have fallen 69% from all-time highs despite the company growing its revenue by more than 500% cumulatively in the last five years.
What if I told you Remitly could actually be an AI winner? Here's why this beaten-down stock is set up to succeed in the coming years and mint some millionaires as long-term shareholders.
Image source: Getty Images.
Disruption fears turn into opportunities Remitly operates a remittance platform for individuals and small businesses. With direct banking connections and a smooth mobile app, the company can offer lower fees than traditional wire transfers, all from a smartphone. This has enabled the business to grow from nothing a decade ago to 9.3 million active customers last quarter.
Investors are concerned about Remitly amid a rise in stablecoin transactions. Along with AI-driven coding tools, there is a narrative that Remitly's network could be disrupted, driving the cost of international money transfers to zero and ruining Remitly's business model.
This is misguided for a few reasons. First, a small team of coders cannot get the required licenses from every country needed to run a remittance business. Second, converting stablecoins to fiat currencies still incurs overhead costs that AI cannot eliminate. Third, Remitly is already using stablecoins on its own balance sheet to minimize its transfer costs, thereby allowing it to lower customer fees. Fourth, Remitly is expanding beyond remittances by allowing customers to spend and store money on the platform, opening new monetization avenues. And fifth, Remitly is using AI to improve the customer journey and make automated customer support services more cost-effective.
A narrative of stablecoin and AI disruption is just that, a narrative, and one that Remitly should actually benefit from. Last quarter, Remitly's revenue grew 26% year over year, with healthy margin expansion. More of the same is expected from management in 2026.
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Why Remitly Global stock could make millionaires At today's stock price, just below $16, Remitly has a market cap of $3.27 billion. Long-term, management expects to generate upward of $3 billion in revenue and $575 million to $600 million in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA). Even disregarding these adjusted earnings figures, which are not the true profit measure of any business, Remitly's stock looks cheap for those with a multiyear time horizon.
Bottom-line net income of $400 million in 2026 would give the stock a forward price-to-earnings ratio (P/E) of 8, which is incredibly cheap for a business with a long runway to grow like Remitly. This makes the stock one that will likely make you a millionaire in the years ahead if you buy today and hold forever.
SummarySNDL remains rated hold after a lackluster Q4, with no compelling catalyst to upgrade to buy.SNDL trades at a discount to tangible book value and maintains a debt-free, cash-rich balance sheet, supporting downside protection.Valuation appears fair at 4.3x 2026E adjusted EBITDA, with peer multiples notably higher, but sector-wide challenges persist.Potential upside hinges on U.S. cannabis rescheduling and 280E tax elimination, but the current outlook and Q4 results lack excitement.Looking for more investing ideas like this one? Get them exclusively at 420 Investor. Learn More » Alexandrum79/iStock via Getty Images
I upgraded SNDL (SNDL) from Sell, issued in September when the stock was $2.37, to Hold in January, when it had dropped to $1.72. The stock kept dropping but has been stable near $1.50 recently. I reviewed the Q4 financials that were
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-03-15 13:501mo ago
2026-03-15 09:151mo ago
ROSEN, A GLOBAL AND LEADING LAW FIRM, Encourages Kyndryl Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - KD
New York, New York--(Newsfile Corp. - March 15, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Kyndryl Holdings, Inc. (NYSE: KD) between August 7, 2024 and February 9, 2026, both dates inclusive (the "Class Period"), of the important April 13, 2026 lead plaintiff deadline in the securities class action first filed by the Firm.
SO WHAT: If you purchased Kyndryl 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 Kyndryl class action, go to https://rosenlegal.com/submit-form/?case_id=38139 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 13, 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 achieved 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.
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) Kyndryl's financial statements issued during the Class Period were materially misstated; (2) Kyndryl lacked adequate internal controls and at times materially understated issues with its internal controls; (3) as a result, Kyndryl would be unable to timely file its Quarterly Report on Form 10-Q for the quarter ended December 31, 2025; and (4) as a result, defendants' statements about Kyndryl's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Kyndryl class action, go to https://rosenlegal.com/submit-form/?case_id=38139 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 or 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/288504
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.
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2026-03-15 13:501mo ago
2026-03-15 09:161mo ago
ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages REGENXBIO, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - RGNX
New York, New York--(Newsfile Corp. - March 15, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of REGENXBIO, Inc. (NASDAQ: RGNX) between February 9, 2022 and January 27, 2026, inclusive (the "Class Period"), of the important April 14, 2026 lead plaintiff deadline.
SO WHAT: If you purchased REGENXBIO 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 REGENXBIO class action, go to https://rosenlegal.com/submit-form/?case_id=53421 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 14, 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 REGENXBIO's plan to develop and commercialize its product candidate RGX-111, a one-time gene therapy for the treatment of severe Mucopolysaccharidosis Type I, also known as Hurler syndrome. Defendants' statements included, among other things, REGENXBIO's positive assertions of RGX-111's future trial success based on continuing positive biomarker and safety data from the ongoing PhaseI/II study. Defendants provided these overwhelmingly positive statements to investors while, at the same time, disseminating false and misleading statements and/or concealing material adverse facts concerning the efficacy and safety of its RGX-111 trial study. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the REGENXBIO class action, go to https://rosenlegal.com/submit-form/?case_id=53421 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/288579
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.
When President Trump signed an executive order calling for the restoration of America's maritime dominance, it set off a chain of events that should have caused investors to pay attention. The executive order has many layers, but the highlight is titled America’s Maritime Action Plan (MAP), a sweeping blueprint to rebuild domestic shipbuilding through hundreds of billions in federal financing.
Before this gets dismissed as frivolous spending, there are some hard truths to consider. First, less than 1% of new commercial ships are currently built in the United States. Second, China has aggressively dominated global shipbuilding for years. The MAP is Washington's answer to that imbalance.
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But the MAP isn't the only money on the table. The Pentagon's proposed fiscal year 2026 (FY2026) budget and a separate reconciliation package together earmark tens of billions specifically for naval shipbuilding. This includes new Virginia-class submarines and guided missile destroyers. The MAP and the defense budget are separate programs, but they're pulling in the same direction.
For investors, that creates an interesting setup. A handful of defense contractors sit squarely in the crosshairs of this spending wave. Some are pure-play military shipbuilders. Others bring a mix of defense and commercial exposure. And at least one adds a European defense tailwind on top of any U.S. upside.
Below, we break down three aerospace and defense stocks that stand to benefit, and what investors need to know before adding any of them to a portfolio.
The Pure-Play Leader in U.S. Naval Shipbuilding Huntington Ingalls NYSE: HII stands to be one of the clearest beneficiaries of new maritime spending. The company is the nation’s largest military shipbuilder. Prior to this announcement, Huntington Ingalls was already forecasting expectations to secure up to $50 billion in new government contracts over the next 24 months.
Huntington Ingalls Industries Today
HII
Huntington Ingalls Industries
$415.15 +0.59 (+0.14%)
As of 03/13/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$177.42▼
$460.00Dividend Yield1.33%
P/E Ratio27.01
Price Target$384.13
In its most recent earnings report, Huntington Ingalls reported full-year revenue of $12.5 billion, which was 8.2% higher year-over-year (YOY). Included in that was a 14% YOY increase in shipbuilding throughput, which is expected to increase to 15% in 2026.
But HII stock trimmed its 2026 gains after the report on some short-term margin concerns. Analysts expressed concern that next year’s earnings might not support the stock’s price after its surge of over 100% in the past 12 months.
The Trump administration’s MAP ambitions must have been an open secret to institutional investors.
HII stock saw a surge in institutional investment in the fourth quarter of 2025, which corresponded with a surge in stock price starting in December 2025.
That said, Huntington Ingalls' stock trades slightly above its consensus price target as of mid-March. However, since the start of the year, analysts have been raising their targets, with the highest price being from Citigroup, which raised its target to $465 from $450 on Feb. 12.
A Combination of Shipbuilding Strength and Dividend Growth If Huntington Ingalls is the primary beneficiary, then General Dynamics NYSE: GD would be a close second. The company is involved in shipbuilding through its Bath Iron Works and Electric Boat divisions.
General Dynamics Today
GD
General Dynamics
$351.30 -3.93 (-1.11%)
As of 03/13/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$239.20▼
$369.70Dividend Yield1.81%
P/E Ratio22.74
Price Target$376.26
GD stock is only up over 30% in the last 12 months, but gained about 4% after the plans for MAP funding were announced. That came on the heels of the company’s January earnings report in which General Dynamics delivered a double beat.
Revenue was up 10.1% YOY, and earnings were up 13.4% on a YOY basis.
GD stock also trades slightly below its consensus price target. However, as with HII stock, analysts have been raising their price targets. Susquehanna has the highest price target for the stock at $420.
General Dynamics plays to income and growth investors. The company is a dividend aristocrat that recently increased its dividend for the 34th consecutive year. That raised the attractive annual payout per share to $6.36.
A Choice for Global Defense and Maritime Exposure BAE Systems OTCMKTS: BAESY is headquartered in London, which may limit its exposure to MAP funding. However, it does have a U.S. subsidiary focused on shipbuilding. If the U.S. fleet upgrade becomes a full-court press, there could be room for BAE Systems to capture some of those dollars.
Bae Systems Today
$122.19 -1.11 (-0.90%)
As of 03/13/2026 04:00 PM Eastern
52-Week Range$76.01▼
$123.70Dividend Yield1.12%
That would be in addition to the boost the company is getting from increased spending in European countries. The company is the largest defense contractor in Europe with a maritime segment that represents over 22% of its 2024 revenue, which was up 10% on a YOY basis.
BAESY stock is up more than 40% in the last 12 months and is up more than 30% in 2026, with strong growth in the last three months. That’s pushed the stock near its 52-week high. However, analysts still rate the stock a consensus Buy.
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2026-03-15 13:501mo ago
2026-03-15 09:191mo ago
CF Industries: It's Still Underpriced Despite The Rally
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in CF over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-03-15 13:501mo ago
2026-03-15 09:261mo ago
Can ServiceNow Actually Beat AI? Its CEO Says Yes.
ServiceNow ( NYSE:NOW ) has found itself caught in the crosshairs of Wall Street's deepest fears: that generative AI will render entire software-as-a-service empires obsolete overnight.
2026-03-15 13:501mo ago
2026-03-15 09:271mo ago
Unity Software: The Valuation Reset I've Been Waiting For
Analyst’s Disclosure: I/we have a beneficial long position in the shares of U, GOOGL, ADBE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-03-15 13:501mo ago
2026-03-15 09:331mo ago
ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Lufax Holding Ltd Investors to Inquire About Securities Class Action Investigation - LU
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 Lufax Holding Ltd (NYSE: LU) resulting from allegations that Lufax may have issued materially misleading business information to the investing public.
SO WHAT: If you purchased Lufax 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=53703 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 January 27, 2025, Lufax filed with the Securities and Exchange Commission a current report on Form 6-K. Attached to the current report as an exhibit was an announcement which stated that Lufax's board had proposed to remove Lufax's auditors, and that there was a possible delay in the publication of Lufax's 2024 annual report (which in fact did occur).
On this news, Lufax American Depositary Shares ("ADSs") fell 13.8% on January 27, 2025.
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/288583
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
2026-03-15 13:501mo ago
2026-03-15 09:451mo ago
SMR Investors Have Opportunity to Lead NuScale Power Corporation Securities Fraud Lawsuit
Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of Class A common stock of NuScale Power Corporation (NYSE: SMR) between May 13, 2025 and November 6, 2025, inclusive (the "Class Period"), of the important April 20, 2026 lead plaintiff deadline.
So what: If you purchased NuScale Class A 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 NuScale class action, go to https://rosenlegal.com/submit-form/?case_id=19967 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 20, 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) ENTRA1 Energy LLC ("ENTRA1") had never built, financed, or operated any significant projects– let alone projects in the highly technical and complicated field of nuclear power generation during its entire operating history; (2) NuScale had entrusted its commercialization, distribution, and deployment of its NuScale Power Module ("NPMs") and hundreds of millions of dollars of NuScale capital to an entity that lacked any significant prior experience owning, financing, or operating nuclear energy generation facilities; (3) the purported experience and qualifications attributed to ENTRA1 by defendants during the Class Period in fact referred to the purported experience and qualifications of the principals of the Habboush Group, a distinct entity without significant experience in the field of nuclear power generation; and (4) as a result, NuScale's commercialization strategy was exposed to material, undisclosed risks of failure, delays, regulatory challenges, or other negative setbacks. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the NuScale class action, go to https://rosenlegal.com/submit-form/?case_id=19967 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.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
SOURCE THE ROSEN LAW FIRM, P. A.
2026-03-15 12:501mo ago
2026-03-15 08:081mo ago
LAKE SHAREHOLDER ACTION REMINDER: Faruqi & Faruqi, LLP Reminds Lakeland Industries (LAKE) Investors of Securities Class Action Deadline on April 27, 2026
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Lakeland To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Lakeland between December 1, 2023 and December 9, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - March 15, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Lakeland Industries, Inc. ("Lakeland" or the "Company") (NASDAQ: LAKE) and reminds investors of the April 27, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose 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: (i) 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; (ii) 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; (iii) 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; (iv) accordingly, Defendants overstated the strength of their tariff mitigation measures and SSQ M&A strategy; (v) as a result of all the foregoing issues, Defendants' financial guidance was unreliable; and (vi) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The truth began to emerge on September 4, 2024, when, during post-market hours, Lakeland issued a press release reporting its financial results for the second quarter ("Q2") of its FY 2025. Among other results, Lakeland reported revenue of $38.51 million for the quarter, missing consensus estimates by $1.39 million. Defendant James M. Jenkins ("Jenkins"), the Company's President, Chief Executive Officer ("CEO"), and Executive Chairman, revealed "the shortfall was due to shipment timing," and that, inter alia, Jolly had "substantial fire orders delayed to the late third and early fourth quarter."
On this news, Lakeland's stock price fell $1.86 per share, or 7.82%, to close at $21.92 per share on September 5, 2024.
On April 9, 2025, during post-market hours, Lakeland issued a press release reporting its financial results for its fourth quarter ("Q4") and FY of 2025. Among other results, Lakeland reported Q4 GAAP[3] earnings per share ("EPS") of -$2.42, missing consensus estimates by $2.80, and FY 2025 adjusted EBITDA, excluding FX losses, of only $17.4 million-significantly below Defendants' repeatedly reiterated guidance of EBITDA of at least $18 million. Defendant Jenkins blamed these disappointing results on, inter alia, "a large Jolly fire boots order that was initially expected to ship in Q2 of FY25 [that] has now slipped into FY26," "weakness . . . at Pacific Helmets resulting from production issues and product offering updates[,]" and "slower than expected" "rollout of new products from Pacific Helmets and Jolly Boots[.]"
On this news, Lakeland's stock price fell $2.63 per share, or 14.33%, to close at $15.72 per share on April 10, 2025.
Then, on June 9, 2025, during post-market hours, Lakeland issued a press release reporting its financial results for the first quarter ("Q1") of its FY 2026. Among other results, Lakeland reported Q1 GAAP EPS of -$0.41, missing consensus estimates by $0.60, as well as revenue of $46.74 million, missing consensus estimates by $2.1 million. Defendant Jenkins blamed these disappointing results on, inter alia, its Pacific Helmets business "resulting from production issues and updates to product offerings[,]" as well as "shipment timing" and "tariff-related delays[.]" Defendant Roger D. Shannon ("Shannon"), Lakeland's Chief Financial Officer, attributed the shortfall in adjusted EBITDA in the quarter to, inter alia, "elevated freight costs resulting from tariff-related inventory build, and dilution from acquisitions."
On this news, Lakeland's stock price fell $4.29 per share, or 22.16%, to close at $15.07 per share on June 10, 2025.
On September 9, 2025, during post-market hours, Lakeland issued a press release reporting its financial results for Q2 of its FY 2026. Among other results, Lakeland reported revenue of $52.5 million for the quarter, missing consensus estimates by $2.09 million. Defendant Jenkins once again blamed these disappointing results on, inter alia, "Pacific Helmets resulting from updates to product offerings and production issues[,]" as well as "continued delays in purchasing decisions due to tariff uncertainty[.]"
On this news, Lakeland's stock price fell $0.64 per share, or 4.43%, to close at $13.80 per share on September 10, 2025.
Then, on December 9, 2025, during post-market hours, Lakeland issued a press release reporting its financial results for the third quarter ("Q3") of its FY 2026. Among other results, Lakeland reported Q3 2026 GAAP EPS of -$1.64, missing consensus estimates by $1.93, and revenue of $47.6 million, missing consensus estimates by $9.05 million, blaming, inter alia, "timing, certification delays, and material flow issues" in its acquired businesses, as well as tariff-related headwinds. The press release further revealed that Lakeland was withdrawing its previously issued financial guidance for FY 2026 and would not provide financial guidance going forward because the foregoing "challenges have affected our forecasting ability[.]"
The same day, also during post-market hours, Lakeland filed a current report on Form 8-K with the SEC, disclosing that Defendant Shannon's employment had been terminated.
Following these disclosures, Lakeland's stock price fell $5.85 per share, or 38.97%, to close at $9.16 per share on December 10, 2025.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Lakeland's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Lakeland Industries class action, go to www.faruqilaw.com/LAKE or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/288464
Source: Faruqi & Faruqi LLP
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2026-03-15 12:501mo ago
2026-03-15 08:121mo ago
KD SHAREHOLDER ACTION REMINDER: Faruqi & Faruqi, LLP Reminds Kyndryl (KD) Investors of Securities Class Action Deadline on April 13, 2026
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Kyndryl To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Kyndryl between August 7, 2024 and February 9, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - March 15, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Kyndryl Holdings, Inc. ("Kyndryl" or the "Company") (NYSE: KD) and reminds investors of the April 13, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
According to the complaint, defendants made false and/or misleading statements and/or failed to disclose that: (1) Kyndryl's financial statements issued during the Class Period were materially misstated; (2) Kyndryl lacked adequate internal controls and at times materially understated issues with its internal controls; (3) as a result, Kyndryl would be unable to timely file its Quarterly Report on Form 10-Q for the quarter ended December 31, 2025; and (4) as a result, Defendants' statements about Kyndryl's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all times.
On February 9, 2026, Kyndryl disclosed in a filing with the U.S. Securities and Exchange Commission that its Audit Committee is reviewing the Company's cash management practices, related disclosures (including regarding the drivers of the Company's adjusted free cash flow metric), and the efficacy of its internal control over financial reporting following the Company's receipt of voluntary document requests from the SEC's Division of Enforcement.
Kyndryl further disclosed that it expects to report material weaknesses in internal control over financial reporting for multiple reporting periods. The Company also stated that its previously issued assessment of internal control over financial reporting and its independent auditor's opinion included in its Annual Report on Form 10-K for the fiscal year ended March 31, 2025 should no longer be relied upon.
In addition, Kyndryl announced the immediate departures of its Chief Financial Officer and General Counsel and filed a Form NT 10-Q indicating that it would delay the filing of its Quarterly Report on Form 10-Q.
Following these disclosures, Kyndryl's stock price declined approximately 50% on February 9, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Kyndryl's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Kyndryl Holdings, Inc. class action, go to www.faruqilaw.com/KD or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/288463
Source: Faruqi & Faruqi LLP
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2026-03-15 12:501mo ago
2026-03-15 08:171mo ago
ENPH SHAREHOLDER ACTION REMINDER: Faruqi & Faruqi, LLP Reminds Enphase (ENPH) Investors of Securities Class Action Deadline on April 20, 2026
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Enphase To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Enphase between April 22, 2025 and October 28, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - March 15, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Enphase Energy, Inc. ("Enphase" or the "Company") (NASDAQ: ENPH) and reminds investors of the April 20, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Enphase overstated its ability to manage its channel inventory; (2) Enphase overstated its ability to mitigate effects arising from the termination of the 25D Credit; (3) accordingly, Enphase overstated its financial and operational prospects; and (4) as a result, the Company's public statements were materially false and misleading at all relevant times.
On October 28, 2025, Enphase reported its financial results for the third quarter of 2025 and held a related earnings call. Among other items, Enphase's management reported that it expects 2025 to close on a weak note, with elevated channel inventory resulting in lower battery storage shipments in the fourth quarter, and that expiration of the residential solar investment tax credit would negatively impact revenues for the first quarter of 2026.
On this news, Enphase's stock price fell $5.56 per share, or 15.15%, to close at $31.14 per share on October 29, 2025.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Enphase's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Enphase Energy, Inc. class action, go to www.faruqilaw.com/ENPH or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/288454
Source: Faruqi & Faruqi LLP
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2026-03-15 12:501mo ago
2026-03-15 08:191mo ago
BSX SHAREHOLDER ACTION REMINDER: Faruqi & Faruqi, LLP Reminds Boston Scientific (BSX) Investors of Securities Class Action Deadline on May 4, 2026
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Boston Scientific To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Boston Scientific between July 23, 2025 and February 3, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - March 15, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Boston Scientific Corporation ("Boston Scientific" or the "Company") (NYSE: BSX) and reminds investors of the May 4, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose true state of Boston Scientific's U.S. EP segment; notably, that management was aware that the segment's growth rate was unsustainable and that it was approaching an earlier tipping point than the market was anticipating. Due to Defendants' statements of confidence and lofty expectations, investors and analysts were left surprised by Boston Scientific's net income miss and underwhelming guidance for the first half of fiscal 2026.
On February 4, 2026, Boston Scientific published a press release announcing fourth quarter and full year 2025 results, including a pertinent disappointment in U.S. EP sales, and issued guidance for fiscal 2026 that fell well below expectations. The Company attributed its results and dismal guidance on a combination of slower than expected market growth alongside increased competition, despite management's previous claims of a "growing" EP business and assertions they "have a very good understanding of what competition we will face and in what time frame."
On this news, Boston Scientific's stock price fell $16.12, or 17.6%, to close at $75.50 per share on February 4, 2026, thereby injuring investors.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Boston Scientific's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Boston Scientific class action, go to www.faruqilaw.com/BSX or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/288450
Source: Faruqi & Faruqi LLP
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2026-03-15 12:501mo ago
2026-03-15 08:191mo ago
Eli Lilly's Employer Push Could Unlock New GLP-1 Demand
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52-Week Range$623.78▼
$1,133.95Dividend Yield0.70%
P/E Ratio42.92
Price Target$1,229.59
The world’s most valuable pharmaceutical stock, Eli Lilly and Company NYSE: LLY, has continued to assert its dominance in the weight-loss and diabetes drug market in 2026.
The company’s most recent earnings report forecast robust 25% growth for the year, well above expectations. While this would be much slower than the 45% growth Lilly generated in 2025, it would still mark the company’s third-highest annual growth rate in its history. The firm’s current GLP-1 franchises will continue to see strong sales increases, but growth can’t remain in sky-high territory forever.
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At the same time, Lilly’s top competitor, Novo Nordisk A/S NYSE: NVO, is forecasting its worst revenue growth rate in years. In 2026, Novo expects sales to fall by between 5% and 13%. When measured in U.S. dollars, the company hasn’t experienced a revenue drop of more than 5% since 2014. Measured in Danish Kroner, this statement holds true through 1998.
This difference provides a snapshot into Lilly’s far superior position, particularly when it comes to injectable GLP-1s that are currently available.
However, the healthcare company continues to make moves to bolster its position further. Expanding drug access and winning the oral GLP-1 battle are two key levers the firm is working to pull.
Employer Connect: Lilly’s Bid to Crack the Huge Employer Coverage Gap One of Lilly’s most significant recent announcements is the launch of its Employer Connect platform. The point of this program is to fill the gap in employer-sponsored obesity care. Lilly notes that approximately half of the people on employer-sponsored plans don’t receive coverage for obesity. One survey found that just 20% of companies with over 200 workers cover weight loss drugs, with only 43% of those with 5,000 employees or more doing so.
This is a significant untapped opportunity for Lilly’s business. If these individuals' employers won’t pay for coverage, then they have to pay out of pocket to get the company’s drugs. Through LillyDirect, the firm’s direct-to-consumer platform, Zepbound costs between $299 and $449 per month. Considering this cost, Lilly is likely losing a significant number of patients who would otherwise use its drugs if their employers covered them.
To help fix this problem, Lilly is offering Zepbound to employers at a discounted price of $449, of which employees would only pay a small fraction. This is less than half of the drug’s list price of over $1,000. The company is also bypassing traditional pharmacy benefit managers (PBMs) with Employer Connect. PBMs act as a middleman between drug companies and insurers and can have opaque pricing agreements. The industry is also highly concentrated, giving them significant negotiating leverage.
Instead, through Employer Connect, companies can choose from over 15 independent program administrators, picking the best one to suit their needs. Lilly wants these 15 administrators to compete against one another based on the specific services they offer.
Overall, if employers adopt the program, Lilly could inject significant new Zepbound sales into its top line. However, a meaningful contribution may not come until 2027 as employers take their time to review this new option.
On the other hand, if employers that already cover Zepbound move to Employer Connect, Lilly may take a pricing hit. However, with such a large gap in coverage, Lilly is willing to accept this, given the huge volume increase that Employer Connect could lead to.
Lilly Scores Win in Smaller Oral Type 2 Diabetes Market Lilly also released some positive news regarding its developmental oral GLP-1, orforglipron. The company studied the drug in a head-to-head trial with Novo’s already approved oral GLP-1, oral semaglutide. Notably, the study found that orforglipron resulted in superior blood sugar reduction and weight loss for patients with type 2 diabetes. For the type 2 diabetes indication, oral semaglutide has been on the market since 2019, under the name Rybelsus.
Overall MarketRank™97th Percentile
Analyst RatingModerate Buy
Upside/Downside24.8% Upside
Short Interest LevelHealthy
Dividend StrengthStrong
News Sentiment0.99 Insider TradingN/A
Proj. Earnings Growth32.54%
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A1C, a key blood sugar marker, fell by 2.2% for orforglipron patients, compared to 1.4% for oral semaglutide patients. Furthermore, orforglipron patients lost 9.2% of their weight, compared to just 5.3% for oral semaglutide patients.
This is a positive sign as Lilly looks to get orforglipron approved as an oral type 2 diabetes medicine. Still, the oral type 2 diabetes market is relatively small in the grand scheme of the GLP-1s. Novo’s Rybelsus sales were approximately $3.5 billion in 2025. This is nearly one-tenth of the approximately $32.5 billion in combined Ozempic and Wegovy sales Novo saw in 2025. Lilly is also working to get orforglipron as an oral obesity medication, which could be a much larger market.
LLY Keeps Opening New Doors to Drive Potential Growth Overall, Lilly continues to find ways to build new potential customer bases through both expanding drug access and researching new products. While Lilly has already grown into a giant company, its demonstrated success and penchant for innovation make it a hard stock to bet against.
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