Key Takeaways Silox to acquire BASF's hydrosulfite-related IP, special containers, equipment and trademarks.BASF will discontinue hydrosulfite production at Ludwigshafen as part of its strategic portfolio review.The deal strengthens Silox's position in sodium hydrosulfite reducing and bleaching agents. BASF SE (BASFY - Free Report) has signed a definitive agreement to divest hydrosulfite-related assets to Silox. The transaction includes intellectual property rights, special containers, selected production equipment, technical expertise and associated trademarks in the company’s hydrosulfite business.
The deal follows BASF’s earlier decision announced in September 2025 to discontinue hydrosulfite production at its Ludwigshafen Site as part of a strategic portfolio review. By divesting these assets, BASF will streamline its portfolio while focusing on other inorganic chemicals produced at the Ludwigshafen plant, including alcoholates, sulfites and nitrogen salts.
The acquisition will strengthen Silox’s position as a leading producer of sodium hydrosulfite-based reducing and bleaching agents. With more than 70 years of expertise and production facilities in Belgium, India and Canada, the company emerges as a trusted partner in the global market. As hydrosulfites play a crucial role in various industrial applications, particularly as reducing agents in textile dyeing and as bleaching additives in pulp and paper production.
Silox Group, through the acquisition, reinforces its long-term commitment to the textile and paper industries. The agreement also reflects BASF’s strategy of prioritizing portfolio optimization.
BASFY stock has slumped 5.2% over the past year compared with the industry’s 8.3% decline.
Image Source: Zacks Investment Research
BASFY’s Zacks Rank & Key PicksBASFY currently carries a Zacks Rank #4 (Sell).
Some better-ranked stocks in the Basic Materials space are Agnico Eagle Mines Limited (AEM - Free Report) ,Compañía de Minas Buenaventura S.A.A. (BVN - Free Report) and Balchem Corporation (BCPC - Free Report) .
While AEM and BVN sport a Zacks Rank #1 (Strong Buy) each at present, BCPC carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for AEM’s 2026 earnings is pegged at $13.28 per share, indicating a rise of 60.39% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 10.77%. AEM’s shares have soared 127.8% over the past year.
The Zacks Consensus Estimate for BVN’s 2026 earnings is pinned at $3.88 per share, indicating a 17.58% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 80.4%. BVN’s shares have jumped 183.9% over the past year.
The Zacks Consensus Estimate for BCPC’s 2026 earnings is pinned at $5.47 per share, indicating a 6.2% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the four trailing quarters, while missing it in the remaining two. BCPC’s shares have gained 2.7% over the past year.
2026-03-10 16:261mo ago
2026-03-10 12:111mo ago
Yardeni Says Gold Could Hit $6,000 an Ounce by End of Year
Ed Yardeni, president of Yardeni Research, is still bullish on gold. He sees the metal rising to $6,000 an ounce by the end of the year and $10,000 by the end of the decade.
2026-03-10 16:261mo ago
2026-03-10 12:121mo ago
ZYXIQ INVESTOR DEADLINE APPROACHING: Faruqi & Faruqi, LLP Reminds Zynex Investors of Securities Class Action Deadline on April 21, 2026
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Zynex To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Zynex between February 25, 2021 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 10, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Zynex, Inc. ("Zynex" or the "Company") (OTC Pink: ZYXIQ) and reminds investors of the April 21, 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: (a) Zynex shipped products, including electrodes, in excess of need; (b) as a result of this practice, the Company inflated its revenue; (c) the Company's practice of filing false claims drew scrutiny from insurers, including Tricare; (d) on August 21, 2023, Travelers commenced an action against Zynex, Sandgaard, Lucsok and Fox in the Superior Court of California alleging that Zynex and the defendants had embarked on a fraudulent overbilling scheme and sought more than $23 million in damages and civil penalties relating to hundreds of fraudulent claims between 2018 and 2023; (e) management had prioritized aggressive sales strategies to drive orders over compliance with industry laws, rules and regulations; (f) the Company was not committed to maintaining a strong internal control environment; (g) the Company's order growth was a result of illegal overbilling; (h) as a result, it was reasonably likely that Zynex would face adverse consequences, including removal from insurer networks and penalties from the federal government; and (i) as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
On March 11, 2025, after the market closed, Zynex reported its fourth quarter and full year 2024 financial results, revealing a significant revenue "shortfall" in the quarter "due to slower than normal payments from certain payers." Zynex further revealed "Tricare has temporarily suspended payments as they review prior claims." Tricare is the health insurance program for the U.S. military, and Zynex's largest customer, accounting for 20-25% of revenue.
On this news, Zynex's stock price fell $3.59 per share, or 51.3%, to close at $3.41 per share on March 12, 2025, on unusually heavy trading volume.
Then, on July 31, 2025, the full extent of Defendants' misdeeds were revealed when the Company acknowledged that it had not been in compliance with industry regulations. Also that day, the Company remarked on the "transformational" leadership change during the quarter with the appointment of new Chief Executive Officer ("CEO") Steven Dyson ("Dyson") to replace Sandgaard, and the announced departure of the Company's Chief Financial Officer ("CFO") Daniel Moorhead ("Moorhead"). The Company also temporarily suspended revenue and profitability guidance.
On August 1, 2025, the stock fell from the previous day's $2.23 per share to $1.26 per share, a 45% decline in heavy trading volume.
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 Zynex's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Zynex, Inc. class action, go to www.faruqilaw.com/ZYXIQ 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/287960
Source: Faruqi & Faruqi LLP
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2026-03-10 16:261mo ago
2026-03-10 12:141mo ago
DEADLINE ALERT for CRWV, BBWI, and SDM: The Law Offices of Frank R. Cruz Reminds Investors of Class Actions on Behalf of Shareholders
LOS ANGELES, March 10, 2026 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz reminds investors that class action lawsuits have been filed on behalf of shareholders of the following publicly-traded companies. Investors have until the deadlines listed below to file a lead plaintiff motion.
Investors suffering losses on their investments are encouraged to contact The Law Offices of Frank R. Cruz to discuss their legal rights in these class actions at 310-914-5007 or by email to [email protected].
CoreWeave, Inc. (NASDAQ: CRWV)
Class Period: March 28, 2025 and December 15, 2025
Lead Plaintiff Deadline: March 13, 2026
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) Defendants had overstated CoreWeave’s ability to meet customer demand for its service; (2) Defendants materially understated the scope and severity of the risk that CoreWeave’s reliance on a single third-party data center supplier presented for CoreWeave’s ability to meet customer demand for its services; (3) the foregoing was reasonably likely to have a material negative impact on the Company’s revenue; and (4) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
If you are a CoreWeave shareholder who suffered a loss, click here to participate.
Bath & Body Works, Inc. (NYSE: BBWI)
Class Period: June 4, 2024 and November 19, 2025
Lead Plaintiff Deadline: March 16, 2026
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) the Company’s strategy of pursuing “adjacencies, collaborations and promotions” was not growing the customer base and/or delivering the level of growth in net sales touted; (2) as the Company’s strategy of “adjacencies, collaborations and promotions” faltered, the Company relied on brand collaborations “to carry quarters” and obfuscate otherwise weak underlying financial results; (3) as a result, the Company was unlikely to meet its own previously issued financial guidance; (4) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
If you are a Bath & Body Works shareholder who suffered a loss, click here to participate.
Smart Digital Group Limited (NASDAQ: SDM)
Class Period: May 5, 2025 and September 26, 2025
Lead Plaintiff Deadline: March 16, 2026
Investors with losses exceeding $1,000,000 are encouraged to contact the firm
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) SDM 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) SDM’s public statements and risk disclosures omitted any mention of realized risk of fraudulent trading or market manipulation used to drive the Company’s stock price; (4) as a result, SDM 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, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
If you are a Smart Digital shareholder who suffered a loss, click here to participate.
Follow us for updates on Twitter: twitter.com/FRC_LAW.
To be a member of these class actions, you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action. If you wish to learn more about these class actions, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Frank R. Cruz, of The Law Offices of Frank R. Cruz, 1999 Avenue of the Stars, Suite 1100, Los Angeles, California 90067 at 310-914-5007, by email to [email protected], or visit our website at www.frankcruzlaw.com. If you inquire by email please include your mailing address, telephone number, and number of shares purchased.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contacts
The Law Offices of Frank R. Cruz, Los Angeles
Frank R. Cruz, 310-914-5007 [email protected]
www.frankcruzlaw.com
2026-03-10 16:261mo ago
2026-03-10 12:141mo ago
Kohl's eyes margin gains as holiday sales fall short
Kohl's Corporation (NYSE:KSS) shares climbed about 3.8% on Tuesday after the department store chain reported fourth-quarter earnings that topped Wall Street expectations, even as comparable store sales lagged estimates.
The company posted Q4 net income of $125 million, or $1.07 per share, beating analysts’ average forecast of $0.86.
Revenue fell 3.9% year-over-year to $4.97 billion, slightly below the $5.02 billion consensus. Comparable store sales declined 2.8%, missing the 1.5% drop analysts had predicted.
Kohl’s gross margin improved 25 basis points from a year earlier to 33.1%, aided by better inventory management despite rising shipping costs. Operating income rose 5% to $212 million, while operating cash flow came in at $750 million. Inventory declined 7% year-over-year to $2.7 billion.
“Despite missing top-line and comp expectations, the earnings beat underscores the company’s continued focus on margin management and operational efficiency,” Jefferies analysts wrote in a note.
For fiscal 2026, Kohl’s expects adjusted EPS between $1 and $1.60, below the $1.37 consensus midpoint. The company anticipates comparable sales will range from a 2% decline to flat, also below Street expectations.
Adjusted operating margin is projected at 2.8% to 3.4%, with capital expenditures of $350 million to $400 million. The retailer will maintain a quarterly dividend of $0.125 per share.
Kohl’s faces challenges during peak holiday periods as competitors boost value offerings and consumers continue shifting toward e-commerce, the company said. Management flagged that it lost market share during Black Friday, Cyber Monday, and the week following Christmas and plans to adjust promotions to better align with value-conscious shoppers.
Looking ahead, Jefferies analysts are focused on monthly performance trends, holiday sales insights, tariff impacts on pricing and margins, and category-specific results, particularly fashion versus basics and private-label versus branded products.
2026-03-10 16:261mo ago
2026-03-10 12:151mo ago
3D Systems Posts Narrower Loss in Q4 Earnings, Revenues Rise Y/Y
Key Takeaways DDD reports Q4 non-GAAP loss of 13 cents vs 19 cents a year ago; revenues were $106.3 million, down 4.3% Y/Y. 3D Systems Healthcare Solutions revenues rose 25% to $50.5 million.3D Systems expects Q1 2026 revenues of $91$94 million. 3D Systems (DDD - Free Report) reported a fourth-quarter 2025 non-GAAP loss of 13 cents per share, narrower than the reported loss of 19 cents per share in the year-ago quarter. The Zacks Consensus Estimate was pegged at a loss of 11 cents per share.
DDD reported revenues of $106.3 million, down 4.3% year over year but up 16% on a sequential basis. The top line beat the Zacks Consensus Estimate by 7.87%.
Shares were up more than 2% at the time of writing this article. In the trailing 12-month period, 3D Systems shares have dropped 4.4%, underperforming the broader Zacks Industrial Products sector’s return of 26.3%.
DDD’s Q4 Quarterly DetailsProduct revenues declined 11.2% year over year to $62.6 million in the fourth quarter, contributing 59% to total revenues. Services revenues, which accounted for 41% of total revenues, increased 7.7% year over year to $43.7 million.
The company operates through two key segments — Healthcare Solutions and Industrial Solutions — tailored to the diverse industries it serves. Healthcare Solutions focuses on dental, medical devices, personalized health services and regenerative medicine, whereas Industrial Solutions caters to aerospace, defense, transportation and general manufacturing.
In the fourth quarter, Healthcare Solutions’ revenues increased 25% year over year to $50.5 million. MedTech increased more than 8% year over year.
Industrial Solutions' revenues declined 21.1% year over year to $55.8 million. Aerospace and Defense grew 50% year over year.
DDD Q4 Operating DetailsIn the fourth quarter of 2025, DDD’s non-GAAP gross profit fell 5% year over year to $33 million. The non-GAAP gross profit margin declined 30 basis points to 31% due to lower sales volumes.
Adjusted EBITDA loss of $5.3 million in the fourth quarter of 2025 was narrower than the loss of $19.1 million reported in the year-ago quarter.
Non-GAAP operating expense was $42.5 million compared with $58.4 million reported in the year-ago quarter.
3D Systems’ Balance Sheet DetailsAs of Dec. 31, 2025, cash and cash equivalents were $97.1 million, higher than $95.5 million as of Sept. 30, 2025.
As of Dec. 31, 2025, DDD had a total debt of $90.3 million. A total of $3.9 million in debt is scheduled to mature in the fourth quarter of 2026, with the remaining $92 million maturing in 2030.
DDD Offers Positive Q1 Guidance3D Systems expects revenues between $91 million and $94 million for the first quarter of 2026. Adjusted EBITDA loss is expected between $5 million and $3 million.
Zacks Rank & Stocks to ConsiderCurrently, 3D Systems carries a Zacks Rank #3 (Hold).
Alarm.com (ALRM - Free Report) , Trimble (TRMB - Free Report) and Flowserve (FLS - Free Report) are some better-ranked stocks in the broader Zacks Industrial Products sector.
Alarm.com sports a Zacks Rank #1 (Strong Buy), while Trimble and Flowserve carry a Zacks Rank #2 (Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Long-term earnings growth rates for Alarm.com, Trimble and Flowserve are currently pegged at 12.75%, 10% and 10.98%, respectively.
2026-03-10 16:261mo ago
2026-03-10 12:151mo ago
De-Clogging the Future: Why Photonics is AI's Ultimate Growth Engine
Key Takeaways Photonics companies sell the picks & shovels to the AI revolution.Demand is outpacing traditional copper wiring, allowing photonics to take center stage.Market leadership is being validated by institutional and corporate action. Understanding “Picks and Shovels” InvestmentsDuring the California Gold Rush of the mid-1800s, the term “picks and shovels” became prominent. In the case of the Gold Rush, picks-and-shovel plays included Levi ((LEVI - Free Report) ) jeans and, as the name implies, the tools for mining gold. Since the gold rush, pick and shovel plays have proven that they often make for gold miner optimal investments.
For instance, regardless of whether one gold miner or another struck it rich, each get-rich adventurer needs jeans and tools to even attempt to mine gold. More recently, discount stockbroker Robinhood (HOOD) is a perfect example of a pick-and-shovel play. The company and its stock have benefited tremendously because, regardless of whether specific stocks rise or fall, it makes money from payment for order flow.
Photonics: The “Picks and Shovels” of the AI RevolutionOne relatively obscure technology is quickly becoming the pick-and-shovel investment opportunity of the artificial intelligence (AI) revolution: photonics. Photonics is the science of generating, controlling, and manipulating light (photons). As AI computing demands grow (which they will), traditional copper wiring for data transfer is becoming a bottleneck due to heat and speed constraints.
In the AI infrastructure cycle, investors first piled into semiconductor makers like NVIDIA ((NVDA - Free Report) ), then cooling/power systems. Currently, the biggest bottleneck in the burgeoning industry is network and communication speed. Regardless of how fast the chips are, if the optimal networks carrying the data are suboptimal, the system gets clogged. Companies such as Coherent ((COHR - Free Report) ), Lumentum ((LITE - Free Report) ), and Applied Optoelectronics ((AAOI - Free Report) ) manufacture the technology to de-clog AI networks.
The AI-Build Out Isn’t SlowingOne of the biggest misconceptions on Wall Street in 2026 is that AI spending is slowing. Although AI-related CAPEX spending is already unprecedented, according to Bloomberg research and guidance from hyperscalers like Alphabet ((GOOGL - Free Report) ) and Microsoft ((MSFT - Free Report) ), it’s only going to grow. CAPEX spending from the hyperscalers Microsoft, Alphabet, Amazon ((AMZN - Free Report) ), Meta Platforms ((META - Free Report) ), and Oracle ((ORCL - Free Report) ) is expected to jump from $390 billion in 2025 to $515 billion in 2026 and to a mind-boggling $729 billion in 2027!
Image Source: Carson Investment Research
Remember, unlike the hyperscalers, photonics stocks benefit from AI spending regardless of ROI on large language models like Gemini and ChatGPT.
Lumentum’s Earnings Are Expected to SoarThe key ingredient for a winning growth stock is robust top-and-bottom-line growth. Lumentum, for example, grew revenue by 65% and earnings-per-share (EPS) by a juicy 298% year-over-year. Meanwhile, Zacks Consensus Estimates suggest that the blistering growth will continue through 2027.
Image Source: Zacks Investment Research
Additionally, several Wall Street analysts tracked by Zacks have upped estimates, helping the stock earn a best possible Strong Buy rating.
Image Source: Zacks Investment Research
COHR, LITE Score the Coveted NVIDIA Investment NVIDIA is not only the largest company in the world by market cap; it’s also the undisputed AI leader. Earlier this month, NVIDIA announced it will invest $2 billion each in photonic product makers Lumentum and Coherent. Beyond the cash injection, the investment underscores the importance of photonics in the growing AI ecosystem.
Photonics: Industry Tailwinds & Powerful Price ActionOne of the best signs for investors occurs when multiple stocks in an industry rise in concert. The photonics industry is doing just that. Meanwhile, savvy investors understand that latching onto existing trends is often more optimal than searching for bargains. In other words, the easiest way for an investor to find the next stock to double is to look what already has. Each photonics stock has displayed extreme relative strength compared to the broader market. COHR has gained 529%, LITE has gained 1,152%, and AAOI has gained a staggering 3,433% over the past three years.
Image Source: Zacks Investment Research
AAOI: Power & Distance are CorrelatedOne of the most valuable lessons I learned while working for legendary growth investor William O’Neil is that “What often seems too high moves higher.” Following its earnings report, AAOI shares bolted 57% as volume turnover swelled to 359% above the 50-day norm.
Image Source: TradingView
Remember, power and distance are correlated. The robust price action in photonics stocks suggests that the move is still likely in its infancy. I would be a buyer of these names on pullbacks and consolidations.
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.
2026-03-10 16:261mo ago
2026-03-10 12:181mo ago
Qualcomm: Selloff Is A Gift For Long Term Investors
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.
2026-03-10 16:261mo ago
2026-03-10 12:201mo ago
Ideal Power Inc. (IPWR) Q4 2025 Earnings Call Transcript
Ideal Power Inc. (IPWR) Q4 2025 Earnings Call March 10, 2026 10:00 AM EDT
Company Participants
David Somo - CEO, President & Director
Timothy Burns - CFO, Secretary & Treasurer
Conference Call Participants
Jeff Christensen
Casey Ryan - WestPark Capital, Inc., Research Division
Presentation
Operator
Good morning, ladies and gentlemen, and welcome to the Ideal Power Fourth Quarter and Full Year 2025 Results Conference Call. [Operator Instructions] As a reminder, this event is being recorded.
I would now like to turn the conference over to Jeff Christensen. Please go ahead.
Jeff Christensen
Thank you, Holly, and good morning, everyone. Thank you for joining Ideal Power's Fourth Quarter and Full Year 2025 Results Conference Call. On the call with me are David Somo, President and Chief Executive Officer; and Tim Burns, Chief Financial Officer. Ideal Power's Fourth Quarter and Full year 2025 results press release is available on the company's website at idealpower.com.
Before we begin, I'd like to remind everyone that statements made on the call and webcast, including those regarding future financial results and company prospects, are forward-looking and may be subject to a number of risks and uncertainties that could cause actual results to differ materially from those described in the call. Please refer to the company's SEC filings for a list of associated risks. We would also refer you to the company's website for more supporting company information.
Now I'll turn the call over to Ideal Power's President and Chief Executive Officer, David?
David Somo
CEO, President & Director
Thank you, Jeff. I appreciate everyone joining us today. As you know, we laid out our strategy, commercial opportunities, priorities and expectations on our recent business update webcast call. It's a plan designed to accelerate commercialization and deliver increased value to our shareholders and our customers. Now that we have set out a clear path, our
2026-03-10 16:261mo ago
2026-03-10 12:201mo ago
VAALCO Pivots Drilling Plan After Encountering Water-Bearing Reservoir
Key Takeaways EGY finished drilling the ET-14P exploration well, but it encountered a water-bearing reservoir.VAALCO found about 10 meters of Gamba sands, aligned with the pre-drill geological expectations.EGY plans to drill the ET-14H development well toward a proven Etame area, with completion expected in April. VAALCO Energy (EGY - Free Report) , an independent exploration and production company, has recently finished drilling the ET-14P exploration well at the Etame field, which was part of its Phase Three drilling program. The exploration well, located offshore Gabon, encountered approximately 10 meters of high-quality Gamba sands. The results from the exploration program aligned with the pre-drill geological expectations.
The company has reported that the target zone of the reservoir turned out to be water-bearing. Since no hydrocarbons were found in the exploration well, VAALCO has decided that the lower part of the well will be plugged and abandoned. The company has stated that it will drill the ET-14H development well from the existing wellbore. The development well will be drilled in the Main Fault Block of Etame, but this plan is still pending approval from the partners.
VAALCO has mentioned that management was aware that the Etame West exploration well might not be commercially successful or encounter commercially viable quantities of hydrocarbons. The size of the reservoir made it a risk worth taking. Additionally, the company had planned for the negative outcome and designed the well so that a development well could be drilled using the same wellbore. This should enable the company to drill toward a different target. In this case, the company intends to drill the development well toward the proven productive area of the field. The drilling operations associated with the development well are anticipated to be completed in April.
EGY’s Zacks Rank and Key PicksEGY currently has a Zacks Rank #5 (Strong Sell).
Some better-ranked stocks from the energy sector are Archrock Inc. (AROC - Free Report) , Subsea7 (SUBCY - Free Report) and Galp Energia (GLPEY - Free Report) . While Archrock sports a Zacks Rank #1 (Strong Buy), Subsea7 and Galp Energia carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
Archrock is an energy infrastructure company based in the United States with a focus on midstream natural gas compression. It provides natural gas contract compression services and generates stable fee-based revenues. With natural gas playing an increasingly important role in the energy transition journey, AROC is expected to witness sustained demand for its services.
Subsea7 helps build underwater oil and gas fields. It is a leading player in the global offshore energy industry, providing engineering, construction and related services at offshore oil and gas fields. The long-term outlook for energy demand remains positive, and Subsea7’s focus on cost-efficient deepwater projects strengthens the position of its subsea business.
Galp Energia is a Portuguese energy company engaged in exploration and production activities. The company’s oil exploration efforts have yielded positive results, particularly with the Mopane discovery in the Orange Basin, offshore Namibia. This discovery allows Galp to diversify its global presence with the potential to become a significant oil producer in the region.
2026-03-10 16:261mo ago
2026-03-10 12:201mo ago
Why Should You Consider Retaining Advance Auto in Your Portfolio Now?
Key Takeaways AAP completed store footprint optimization, with 75% of locations now in No.1 or No.2 density markets.AAP is unifying its supply chain, adding market hubs and distribution points to boost availability and growth.AAP targets margin gains via lower SG&A, a new operating model and expected 1% to 2% comparable sales growth. Advance Auto Parts, Inc. (AAP - Free Report) , is a leading automotive parts provider in North America, serving both the do-it-yourself or DIY and professional installers.
While AAP expects some hiccups due to rising debt and competition, strategic initiatives, supply-chain improvements and store expansion efforts are expected to support sales recovery, margin improvement and gradually strengthen overall growth prospects.
Factors to Drive AAP’s ProspectsIn March 2025, the company achieved a key strategic milestone by completing its store footprint optimization program. Now, about 75% of its stores are located in markets where it holds the number one or two position in terms of store density. Building on this foundation, the company has launched a bold new phase of expansion, aiming to strengthen its presence in these high-potential regions and capture a larger share of the more than $150 billion total addressable market. In 2026, the company plans to open 40-45 new stores.
Supporting this expansion is the company’s effort to consolidate its supply chain into a single unified network. The strategy focuses on simplifying and standardizing distribution center operations, deploying labor performance and transportation management tools, and converting smaller legacy distribution centers into market hubs. AAP currently operates 16 distribution centers and expects to operate 15 in the United States by the end of 2027. It plans to open 10-15 market hubs in 2026 as part of its broader goal of launching more than 100 new distribution points over the next two years to support growth acceleration.
Operational improvements are already translating into better financial performance. Adjusted operating income from continuing operations reached $73 million in fourth-quarter 2025, reflecting an approximately 870-basis-point improvement year over year, driven by lower SG&A expenses. The company expects SG&A expenses to decline in 2026, contributing 20-50 basis points of leverage, with first-quarter expenses projected to fall 3-4% as store closure impacts ease. Continued initiatives to improve parts availability and customer service are expected to support comparable sales growth of 1-2% and expand adjusted operating margin to 3.8-4.5%, up from 2.5% in 2025. AAP targets a 100-basis-point margin expansion in 2027 and maintains medium-term goals of a 7% adjusted operating margin and mid-40% gross margin.
Further enhancing execution, the company launched its updated operating model across all stores in fourth-quarter 2025. The model optimizes driver and store labor hours and improves vehicle allocation to better match demand, enhancing coordination between sales and store teams. Combined with new store openings and a 40-minute delivery commitment, the initiative is expected to drive faster transactions, improved labor efficiency and accelerated growth across professional accounts.
AAP Exposed to Rising Debt, Competition and Spending PressureWhile operational momentum is improving, several challenges continue to pose risks. AAP’s stretched balance sheet remains a concern, with long-term debt increasing to $3.41 billion as of Jan. 3, 2026, from $1.8 billion as of Dec. 28, 2024. The company’s long-term debt-to-capital ratio stands at 0.61 compared with the auto sector’s 0.17, limiting financial flexibility.
Demand pressures are also evident in the DIY segment, where financially strained consumers are reducing discretionary purchases. Although the automotive aftermarket benefits from essential maintenance demand, near-term softness continues to weigh on DIY sales trends.
At the same time, higher investment requirements may pressure cash flows. AAP is increasing capital expenditures to support store expansion, supply-chain enhancements and merchandising initiatives aimed at improving inventory availability, along with store and technology upgrades such as roofing, HVAC and system improvements. The company expects capital expenditures of around $300 million in 2026, up from $252 million in 2025.
Competitive intensity remains another headwind, as Advance Auto faces pricing pressure from national and regional automotive retailers, such as AutoZone, O’Reilly Automotive, Pep Boys and CSK Auto Corporation, along with growing online competition and increasing parts complexity.
ConclusionAdvance Auto Parts is advancing its turnaround strategy through store optimization, supply chain transformation and an updated operating model designed to improve efficiency, parts availability and customer service. Planned store expansion, market hub development and cost-control initiatives are expected to support comparable sales growth and margin recovery, strengthening the company’s long-term growth trajectory and competitive positioning.
However, rising debt levels, higher capital expenditures and ongoing price competition pose notable risks. Pressure in the DIY segment and increased spending requirements, along with its present Zacks Rank #3 (Hold), suggest a cautious near-term outlook dependent on consistent execution and demand stabilization.
Key PicksSome better-ranked stocks in the auto space are RENAULT (RNLSY - Free Report) , Magna International (MGA - Free Report) and Strattec Security (STRT - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for RNLSY’s 2026 sales and earnings implies year-over-year growth of 14.4% and 176.3%, respectively. The EPS estimates for 2026 and 2027 have improved 34 cents and 18 cents, respectively, in the past 30 days.
The Zacks Consensus Estimate for MGA’s 2026 sales and earnings implies year-over-year growth of 2.3% and 18.7%, respectively. The EPS estimate for 2026 and 2027 has improved 8 cents and 14 cents, respectively, in the past seven days.
The Zacks Consensus Estimate for STRT’s fiscal 2026 sales and earnings implies year-over-year growth of 2.1% and 16.2%, respectively. The EPS estimate for fiscal 2026 and fiscal 2027 has improved 85 cents and 48 cents, respectively, in the past 30 days.
2026-03-10 16:261mo ago
2026-03-10 12:211mo ago
Broadcom: A Once In A Generation Opportunity That Won't Last
SummaryBroadcom Inc. delivered record Q1 FY26 results, with revenue up 29% and strong beats on both top and bottom lines.AI semiconductor revenue surged 108% YoY to $8.4B, now 44% of total revenue, with a $73B AI chip backlog and line of sight to $100B AI revenue in 2027.AVGO management guided Q2 revenue to ~$22B, 47% YoY growth, and authorized a new $10B buyback, reaffirming a Strong Buy rating.Customer concentration and hyperscaler chip cycle transitions remain key risks, but AVGO’s sticky co-design model and robust backlog provide near-term resilience. Sundry Photography/iStock Editorial via Getty Images
Broadcom Inc. (AVGO) reported its first-quarter fiscal 2026 on March 4, 2026, with numbers that exceeded expectations. Revenue, for example, outpaced Wall Street estimates by 0.90%, while diluted EPS (non-GAAP) exceeded estimates by 1.32%
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, MSFT, GOOGL, META 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.
2026-03-10 16:261mo ago
2026-03-10 12:211mo ago
Howmet Aerospace and GE Vernova Stocks Are Up Big in 2026, Extending Massive Rallies
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Howmet Aerospace (NYSE:HWM) and GE Vernova (NYSE:GEV) are two of the market’s most compelling stories heading into spring 2026. Both stocks are extending multi-year rallies that most investors would have called impossible just a few years ago, and both are doing it for the same underlying reason: the world desperately needs more power, and these two companies are at the center of building it.
As of this morning, HWM stock traded near $254 and GEV hovered around $845, with both holding strong in a choppy tape. The stories behind these moves go much deeper than a single earnings beat.
Howmet Aerospace: Manufacturing Meets the Data Center Boom Howmet Aerospace makes the precision-engineered components that go inside jet engines, airframes, and increasingly, industrial gas turbines. Think of the company as the supplier of the most critical, hardest-to-replace parts in the most complex machines humans build. That position has become remarkably valuable.
HWM stock is up 24.58% year-to-date in 2026, having started the year at $204.91. That follows a one-year gain of 109.22% and a staggering five-year return of 718.55%. Mad Money host Jim Cramer captured the sentiment well when he called HWM “just in the sweet spot” and noted it has “no quit in it.”
The Q4 2025 earnings report, released in February, validated that view. Howmet Aerospace posted EPS of $1.05 against an expected $0.965, a clean beat. Revenue grew 14.7% year-over-year, and the Engine Products segment delivered gas turbine revenue growth of 32% in Q4. CEO John Plant was direct about what is driving that surge: “Gas turbines business is entering its largest growth phase in years, with extremely high demand for electricity generation, especially from natural gas for data centers.”
That quote connects two worlds most investors keep separate: aerospace manufacturing and AI infrastructure. Howmet Aerospace’s engine components go into the same class of gas turbines that are being ordered at record rates to power hyperscale data centers.
For full-year 2025, free cash flow came in at $1.43 billion, up 46.47% year-over-year. The company also announced a $1.8 billion acquisition of Consolidated Aerospace Manufacturing and raised its dividend 20% to $0.12 per share for Q1 2026.
Analysts took notice. Truist raised its price target to $258 from $225 in January, maintaining a Buy rating. Citigroup lifted its target to $255 from $246, also reiterating a Buy. The consensus from 22 brokerages sits at a “Moderate Buy” with an average 12-month price target of $252.95.
GE Vernova: The Direct AI Power Play If Howmet Aerospace is an indirect beneficiary of the data center buildout, GE Vernova is a direct one. The company makes the heavy-duty gas turbines, grid equipment, and electrification infrastructure that hyperscalers are scrambling to secure. Barron’s called GE Vernova a “surprising AI winner for 2026” back in January, and the stock has continued to prove that thesis correct.
GEV stock is up 29.15% year-to-date in 2026, starting the year at $653.09. The one-year return stands at 212.99%, meaning the stock has more than tripled in twelve months. The scale of the demand driving this is hard to overstate. As we covered in our discussion on $1.4 Trillion Needed for AI Data Center Electrification by 2030, Chief Investment Officer, the buildout required to power the AI economy is unlike anything the grid has seen before.
GE Vernova’s Q4 2025 results crystallized just how much of that demand is landing in its order book. Revenue came in at $11 billion, beating consensus estimates of $10.19 billion by roughly 8%. Total orders hit $22.2 billion in Q4 alone, up 65% organically, pushing the total backlog to a record $150 billion. CEO Scott Strazik framed it succinctly, stating, “We increased our backlog to $150 billion, with better equipment margins, and are entering 2026 with significant momentum.”
The gas power numbers are where the AI connection becomes undeniable. GE Vernova booked 41 heavy-duty gas turbines in Q4, with the gas power equipment backlog growing from 62 gigawatts to 83 gigawatts sequentially. Strazik added on the earnings call: “We continue to see very strong new gas contracts with an incremental 6 gigawatts signed in the last 3 weeks of December, for a total of 24 gigawatts of new contracts in Q4 2025 alone.”
GE Vernova signed over $2 billion of Electrification orders directly for data centers in 2025, more than triple the 2024 total. For 2026, the company raised its revenue guidance to $44 to $45 billion and free cash flow guidance to $5 to $5.5 billion. Analysts responded: Citigroup raised its GEV share-price target to $708 from $658 in January, and the consensus target has since climbed to $805.25 as of early March.
The Shared Thesis: Picks and Shovels for the AI Era What unites Howmet Aerospace and GE Vernova is a theme that is still being underappreciated by many investors: the AI buildout is fundamentally an energy and infrastructure story before it is a software story. Every large language model, GPU cluster, and hyperscale campus needs reliable, always-on power. That power increasingly comes from natural gas turbines, and the components inside those turbines come from companies like Howmet Aerospace, while the turbines themselves and the grid infrastructure connecting them come from companies like GE Vernova.
Both stocks have already had enormous runs. Some analysts flag HWM stock as trading at a premium, with a P/E ratio in the 55x to 68x range and one DCF analysis placing it 37% above estimated intrinsic value. Meanwhile, GEV faces its own headwinds, including an expected $400 million in Wind segment EBITDA losses in 2026. These are real risks worth weighing carefully before making any decisions.
Still, the underlying demand driving both companies isn’t a one-quarter story. It’s a multi-year infrastructure cycle, and both Howmet Aerospace and GE Vernova are positioned at the center of it. Today’s trading levels reflect that reality, and the order books suggest the market may still be catching up.
2026-03-10 16:261mo ago
2026-03-10 12:221mo ago
Strategy Doubles Down on Bitcoin in a Volatile Market
This is a fair market value price provided by Massive. Learn more.
52-Week Range$104.17▼
$457.22Price Target$368.21
In a climate of investor uncertainty and choppy market sessions, Strategy Inc. NASDAQ: MSTR has delivered a powerful statement of its corporate mission.
The enterprise software and Bitcoin development company recently finalized another major acquisition, purchasing nearly 18,000 bitcoins as part of an aggressive execution of a core business strategy that sets Strategy apart in the public markets.
By continuing its relentless accumulation, Strategy reinforces its unique identity as a purpose-built vehicle for acquiring Bitcoin, offering a compelling, distinct proposition for investors.
Get Strategy alerts:
Breaking Down the Billion-Dollar Buy The scale of Strategy's latest move is best understood through the specifics of the transaction. Between March 2 and March 9, 2026, the firm acquired 17,994 bitcoins for a total cash outlay of approximately $1.28 billion. This purchase was conducted at an average price of $70,946 per coin, a strategic entry during a period of notable market volatility.
This substantial investment was financed through the company’s sophisticated at-the-market (ATM) capital-raising programs. The capital was sourced from two primary channels: the sale of MSTR common stock, which generated $899.5 million in net proceeds, and the issuance of its preferred stock, a Digital Credit instrument that contributed another $377.1 million. This highlights the effectiveness of Strategy's dual-engine approach to raising capital for the express purpose of expanding its Bitcoin treasury.
Following this latest acquisition, the firm's total holdings have grown to a formidable 738,731 bitcoins. The entire treasury was acquired at an aggregate cost of $56.04 billion, resulting in an average purchase price of $75,862 per bitcoin across its holdings.
Engineering a Bitcoin Yield for Shareholders For investors seeking exposure to the digital asset space, Strategy Inc. offers a value proposition that differs fundamentally from directly purchasing Bitcoin. Strategy Inc. is intentionally structured to provide amplified, or leveraged, exposure to the cryptocurrency. By leveraging its access to equity and credit markets to raise capital, Strategy can acquire Bitcoin at a scale and pace far beyond what its operational cash flow alone would allow. This leverage means that during periods of Bitcoin price appreciation, the potential for shareholder returns can be significantly magnified compared to the underlying asset.
A core metric for understanding this value creation is Bitcoin Per Share (BPS). Management’s stated objective is to consistently increase this figure over time. When Strategy successfully raises capital and acquires Bitcoin in a manner that increases the amount of BTC attributable to each outstanding share, it effectively generates a BTC Yield for its investors. Over time, each share of Strategy stock aims to represent a growing fraction of the underlying digital asset, a dynamic that direct ownership cannot replicate.
This unique model is a primary reason the stock often trades at a premium, where its market capitalization exceeds the direct market value of its Bitcoin holdings. This premium is a critical indicator of investor confidence. It signals that market participants place a tangible value on the firm’s operational strategy, the leadership of Executive Chairman Michael Saylor, and its proven ability to raise and deploy capital accretively. In essence, the premium reflects a belief that Strategy's active, leveraged approach will create more value in the long run than a passive holding strategy.
The Strength of a Dual-Pronged Enterprise While a leveraged strategy in a volatile asset class naturally involves risk, Strategy Inc. has deliberately engineered its corporate and financial structure to provide long-term durability and weather market cycles. This structure rests on several key pillars designed to insulate the firm from short-term price volatility.
Current Price$140.15High Forecast$705.00Average Forecast$368.21Low Forecast$54.00Strategy Stock Forecast Details
A Substantial Cash Reserve: Strategy maintains a dedicated $2.25 billion USD cash reserve. This fund is explicitly earmarked to cover over two and a half years of all debt service payments and preferred stock dividend obligations, ensuring Strategy can meet its financial commitments without being forced to liquidate its Bitcoin holdings during unfavorable market conditions. A De-Risked Balance Sheet: Strategy’s financial health is a point of emphasis. Its net leverage remains low relative to S&P 500 sector averages, and its debt is intentionally structured with staggered, long-term maturities. This approach prevents near-term liquidity crunches and provides a multi-year runway for its strategy to unfold. A Profitable Software Foundation: Underpinning the entire Bitcoin strategy is a stable and cash-flow-positive enterprise. Strategy's established software business remains a strong performer, providing a consistent source of revenue. In its Q4 2025 results, Strategy reported a 1.9% year-over-year increase in total revenue, which was bolstered by a 62.1% surge in its high-margin subscription services. This profitable operating business provides a financial bedrock that is distinct from the Bitcoin treasury. A Pioneer Forging a Digital Path Strategy Inc.’s latest billion-dollar Bitcoin purchase is an unambiguous reaffirmation of its commitment to a pioneering corporate mission. The move demonstrates a clear, long-term vision being executed with consistent, disciplined action in the capital markets.
For investors, Strategy Inc. has been meticulously structured as a high-conviction instrument. It offers a professionally managed, leveraged vehicle for participating in the potential of digital assets, all while being anchored by a sound operating business and a balance sheet fortified against volatility. For investors who share a bullish, long-term outlook for Bitcoin and appreciate a strategic, leveraged approach, Strategy Inc. offers a compelling, unique way to invest in Bitcoin's growth.
Should You Invest $1,000 in Strategy Right Now?Before you consider Strategy, you'll want to hear this.
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2026-03-10 16:261mo ago
2026-03-10 12:231mo ago
NIO shares jump as EV maker reports first-ever quarterly profit
NIO Inc (NYSE:NIO), a Chinese manufacturer of smart electric vehicles, saw its US-listed shares surge almost 10% after it reported its first-ever net profit in the fourth quarter of 2025, driven by record vehicle deliveries and improved margins.
The company, considered one of the top three emerging EV brands in China alongside XPeng and Li Auto, delivered 124,807 vehicles in the quarter, a 71.7% increase from the fourth quarter of 2024 and a 43.3% rise from the third quarter of 2025. December deliveries reached a record 48,135 units.
Full-year deliveries across NIO, ONVO, and Firefly brands totaled 326,028 units, up 46.9% from 2024.
Quarterly revenues reached RMB34.65 billion (US$4.95 billion), up 75.9% year-over-year. Vehicle sales contributed RMB31.61 billion (US$4.52 billion), up 80.9% from the same period in 2024.
Vehicle margins improved to 18.1% from 13.1% a year earlier, while gross margin rose to 17.5% from 11.7%.
The company posted a net profit of RMB282.7 million (US$40.4 million) for the fourth quarter. On a non-GAAP basis, excluding share-based compensation, adjusted net profit was RMB726.8 million (US$103.9 million).
Adjusted profit from operations was RMB1.25 billion (US$178.9 million), compared with a non-GAAP loss of RMB5.54 billion in the fourth quarter of 2024.
William Bin Li, NIO’s CEO, highlighted the strong performance of the company’s three brands.
“In the fourth quarter of 2025, the company delivered 124,807 smart electric vehicles, representing a year-over-year increase of 71.7%, with quarterly deliveries of our NIO, ONVO, and Firefly brands each reaching record highs,” he said.
Li also projected first-quarter 2026 deliveries between 80,000 and 83,000 units, up roughly 90% to 97% year-over-year.
2026-03-10 16:261mo ago
2026-03-10 12:241mo ago
RARE INVESTOR DEADLINE APPROACHING: Faruqi & Faruqi, LLP Reminds Ultragenyx 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 Ultragenyx To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Ultragenyx between August 3, 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 10, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Ultragenyx Pharmaceutical Inc ("Ultragenyx" or the "Company") (NASDAQ: RARE) 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 that: (i) defendants created the false impression that they possessed reliable information pertaining to the effects of setrusumab on patients with variable types of Osteogenesis Imperfecta ("OI"), while also minimizing risk that patients in Ultragenyx' Phase III Orbit study would fail to achieve a statistically significant reduction in annualized fracture rate ("AFR"), such that the second interim analysis could be performed and presented to the investing public; and (ii) in truth, Ultragenyx' optimism in the Phase III Orbit study's results and interim analysis benchmark were misplaced because Ultragenyx failed to convey the risk associated with basing such threshold figures on Phase II results that had no placebo control group for appropriate comparison and thus had not ruled out that the reduction in AFR from that study could merely be triggered by an increased standard of care and the placebo effect of being provided a novel treatment.
On July 9, 2025, Ultragenyx revealed that the Phase III Orbit study failed to achieve statistical significance for the second interim analysis and that Phase III Orbit and Cosmic studies would now be "progressing toward final analysis."
On this news, the price of Ultragenyx stock fell more than 25%, according to the complaint.
Then, on December 29, 2025, Ultragenyx announced that both its Phase III Orbit and Cosmic Studies had not "achieved statistical significance against the primary endpoints of reduction in annualized clinical fracture rate compared to placebo or bisphosphonates, respectively." Ultragenyx allegedly attributed the study failure to a "low fracture rate in the placebo group" of Orbit and a trend that fell shy of statistical significance in Cosmic.
On this news, the price of Ultragenyx stock fell more than 42%, according to the complaint.
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 Ultragenyx's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Ultragenyx Pharmaceutical class action, go to www.faruqilaw.com/RARE 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/287962
Source: Faruqi & Faruqi LLP
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2026-03-10 15:261mo ago
2026-03-10 11:101mo ago
Franklin Street Properties Corp. (FSP) Q4 2025 Earnings Call Prepared Remarks Transcript
Franklin Street Properties Corp. (FSP) Q4 2025 Earnings Call March 10, 2026 10:00 AM EDT
Company Participants
Scott Carter - Executive VP, General Counsel & Secretary
George Carter - Chairman & CEO
Presentation
Operator
Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today. At this time, I would like to welcome everyone to the Franklin Street Properties Corp. Fourth Quarter and Full Year 2025 results.
I will now turn the call over to Scott Carter, General Counsel. Scott, please go ahead.
Scott Carter
Executive VP, General Counsel & Secretary
Good morning, and welcome to the Franklin Street Properties Fourth Quarter 2025 Earnings Call. Joining me this morning is George Carter, our Chief Executive Officer.
Please note that various remarks that we may make about future expectations, plans and prospects for the company may constitute forward-looking statements for purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated by these forward-looking statements as a result of various important factors, including those discussed in the Risk Factors section of our annual report on Form 10-K for the year ended December 31, 2025, as amended by our quarterly reports on Form 10-Q, which are on file with the SEC.
In addition, these forward-looking statements represent the company's expectations only as of today. March 10, 2026. While the company may elect to update these forward-looking statements, it specifically disclaims any obligation to do so. Any forward-looking statements should not be relied upon as representing the company's estimates or views as of any date subsequent to today. At times during this call, we may refer to funds from operations or FFO. Reconciliations of FFO and other non-GAAP financial measures to GAAP net income are contained in yesterday's press release, which is available
2026-03-10 15:261mo ago
2026-03-10 11:121mo ago
IREN Just Dropped To $35, And The Market Is Missing The Point
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.
2026-03-10 15:261mo ago
2026-03-10 11:141mo ago
Sony fighting $2.7 billion UK lawsuit over PlayStation Store prices
The Sony Playstation logo is seen at the Paris Games Week (PGW), a trade fair for video games in Paris, France, November 5, 2023. REUTERS/Claudia Greco/File Photo Purchase Licensing Rights, opens new tab
SummaryCompaniesSony accused of excessive prices for PlayStation games, add-onsCompany says case is hopeless, ignores costs, brand valueLawsuit is latest in UK against big tech companiesLONDON, March 10 (Reuters) - Sony (6758.T), opens new tab is fighting a London lawsuit worth almost 2 billion pounds ($2.7 billion) that alleges the PlayStation maker's "monopoly position" inflated prices for digital games, in the latest mass consumer case to go to trial in Britain.
The Japanese conglomerate is accused of abusing its dominant position by requiring digital games and add-ons for its console to be bought and sold only via its PlayStation Store, making prices higher than for physical games.
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Sony says it has "invested years and billions" in an integrated gaming platform that benefits consumers in a competitive market, where rivals Nintendo (7974.T), opens new tab and Microsoft's (MSFT.O), opens new tab Xbox use similar models.
Its lawyers also argue the margin Sony earns on sales of games and additional content is not excessive, saying the lawsuit ignores the company's costs and the value of its brand.
The case, brought at London's Competition Appeal Tribunal (CAT) on behalf of around 12 million people in the United Kingdom, is the third against a major tech company to go to trial since the start of 2025.
SONY ACCUSED OF EXCLUDING COMPETITIONAlex Neill, who is leading the case, said in a statement that "gamers have paid too much and they should get some money back". The case was previously valued at up to 5 billion pounds, but has since dropped to 1.97 billion pounds.
Her lawyer Robert Palmer told the tribunal: "Sony can and does set the retail prices ... without facing any retail competition for digital content. It allows it to obtain monopoly profits from digital distribution."
But Sony, which sold 8 million PlayStation 5 consoles between October and December, says the lawsuit amounts to arguing that third parties should be allowed to set up a store for the PlayStation and "free-ride" on Sony's investments.
Other cases relating to app stores are pending. Last year, the CAT ruled against Apple (AAPL.O), opens new tab in relation to its App Store, a decision Apple is seeking to appeal.
A trial of a lawsuit against Google is due to begin in October. Fortnite maker Epic Games, which would have been involved in that case, withdrew its claim, opens new tab on Monday after Google announced sweeping changes to its Play Store practices.
($1 = 0.7446 pounds)
Reporting by Sam Tobin. Editing by Mark Potter
Our Standards: The Thomson Reuters Trust Principles., opens new tab
2026-03-10 15:261mo ago
2026-03-10 11:151mo ago
Axon Stock Rises 28.6% in a Month: Should Investors Buy or Wait?
Key Takeaways McDonald's loyalty platform reached nearly 210M 90-day active users across more than 70 markets.MCD says loyalty members visit more often and spend more through personalized digital offers.MCD targets 250M active users by 2027 as mobile ordering tools strengthen engagement. McDonald’s Corporation (MCD - Free Report) is increasingly relying on its expanding digital ecosystem to strengthen customer engagement and drive long-term growth. A key pillar of this strategy is its rapidly growing loyalty program, which has become one of the company’s most important growth drivers.
By the end of 2025, McDonald’s loyalty platform reached nearly 210 million 90-day active users across more than 70 markets, nearly doubling the system-wide sales generated from loyalty members compared with 2023. Management believes this expanding digital base can significantly enhance customer relationships and improve sales momentum.
The value of the loyalty ecosystem lies in its ability to influence customer behavior. According to management, customers who join the program tend to visit McDonald’s restaurants far more frequently and increase their overall spending. This deeper engagement allows the company to communicate directly with consumers through personalized offers, promotions and digital campaigns.
Loyalty also strengthens the company’s broader digital strategy. Integration with tools such as mobile ordering and “Ready on Arrival” services enables faster service and smoother customer experiences. These capabilities not only improve convenience but also increase the likelihood of repeat visits.
Importantly, McDonald’s sees its loyalty platform as a long-term growth engine rather than just a marketing tool. The company is targeting 250 million active loyalty users by 2027, indicating confidence that digital engagement will continue to expand globally.
Combined with menu innovation, value offerings and major marketing campaigns, the loyalty program gives McDonald’s a powerful way to maintain customer connections in a competitive quick-service restaurant environment. As digital adoption grows, the company’s massive loyalty base could play a critical role in sustaining traffic, boosting sales and supporting long-term shareholder value.
Competitors Leveraging Loyalty and Digital EngagementTwo major competitors of McDonald’s, Starbucks (SBUX - Free Report) and Yum! Brands (YUM - Free Report) are also heavily investing in loyalty and digital ecosystems to strengthen customer engagement and drive long-term growth.
The company has built one of the most successful loyalty programs in the restaurant industry through its Starbucks Rewards platform. The program integrates mobile ordering, personalized offers and app-based payments, which encourages frequent customer visits. Starbucks’ strong digital infrastructure allows it to collect valuable customer data and tailor promotions that boost ticket size and repeat purchases. This strategy has helped Starbucks maintain strong customer retention and digital sales momentum.
Yum! Brands is expanding digital and loyalty capabilities across key brands such as Taco Bell and KFC. The company is focusing on app-based ordering, targeted promotions and rewards programs to increase customer frequency. By leveraging technology and data analytics, Yum! Brands aims to deepen customer relationships and drive incremental traffic, mirroring the digital engagement strategy that McDonald’s is pursuing globally.
MCD’s Price Performance, Valuation and EstimatesMcDonald’s shares have gained 7.2% in the past six months compared with the industry’s 4.9% increase.
Price Performance
Image Source: Zacks Investment Research
In terms of its forward 12-month price-to-earnings ratio, MCD is trading at 24.56, down from the industry’s 24.89.
P/E (F12M)
Image Source: Zacks Investment Research
Over the past seven days, the Zacks Consensus Estimate for MCD’s 2026 earnings per share has decreased, as shown in the chart.
Image Source: Zacks Investment Research
MCD currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-03-10 15:261mo ago
2026-03-10 11:151mo ago
Why Short Sellers Are Betting Against Intel (INTC), the Most Shorted Dow Stock
Intel (NASDAQ: INTC) may be one of the most recognized names in technology, but the stock’s dramatic run from near $24 a year ago to about $46 today has outpaced underlying reality. Short sellers appear to agree. The latest short interest data shows another increase, and the stock remains the most shorted Dow Jones industrial.
The Bull Case Lacks Credibility Bulls point to real positives: Nvidia (NASDAQ: NVDA | NVDA Price Prediction) invested $5 billion in Intel common stock, government backing and $8.9 billion in CHIPS Act funding, and Data Center & AI segment growth of 9% year-over-year in Q4. The turnaround narrative is compelling on the surface. Yet, it just doesn’t justify the valuation or mask what is structurally broken.
Why to Bet Against: The Core Thesis The foundry is a cash furnace. Intel Foundry lost $2.51 billion in Q4 alone, and cumulative foundry operating losses across all four quarters of 2025 totaled roughly $10.3 billion. Revenue is growing, but losses aren’t narrowing meaningfully. CEO Lip-Bu Tan acknowledged on the earnings call: “While yields are in line with our internal plans, they are still below what I want them to be.” That’s not a ringing endorsement of execution.
The core business is shrinking. The Client Computing Group (roughly 60% of revenue) declined 7% year-over-year in Q4 and was down in three of four quarters in 2025. Advanced Micro Devices’ (NASDAQ: AMD) client segment, by contrast, surged 34% year-over-year in Q4 2025. Market share is moving away from Intel.
The guidance is alarming. For Q1 2026, Intel guided revenue of $11.7 billion to $12.7 billion, which would be a significant sequential decline from Q4’s $13.67 billion. And it guided non-GAAP EPS of $0.00 and a GAAP loss of $0.21. Supply is expected to be at its tightest in Q1. This isn’t a growth story.
The valuation doesn’t fit the fundamentals. Intel trades at 85 times expected future earnings while posting a full-year net loss of $267 million. Intel’s CFO disposed of over 49,000 shares of common stock on March 2 alone at $44.88 per share. So, insiders appear to see the stock as fairly valued at best.
What Could Prove the Thesis Wrong It might be worth reconsidering if Intel 18A yields scale faster than expected and attracts a major external foundry customer. The CEO noted firm supplier decisions could come starting in the second half of 2026. A meaningful DCAI revenue acceleration or strategic acquisition could also shift the thesis. Q2 2026 earnings will be the first real test of whether supply constraints ease as promised.
The Bottom Line Conviction here is a 7 out of 10. Intel is not uninvestable forever, but at current prices (with analyst consensus sitting at Hold/Reduce and an average target of $47.11) the risk-reward skews bearish. Investors looking to reallocate might find AMD’s 34% revenue growth and $5.5 billion in annual free cash flow a more compelling semiconductor story right now.
2026-03-10 15:261mo ago
2026-03-10 11:161mo ago
FDA Approves Drug Trump Touted for Autism to Treat Other Neurological Disorder
The Food and Drug Administration approved leucovorin, a drug the Trump administration has touted as a potential therapy for autism, to treat cerebral folate transport deficiency, a neurological disorder with some symptoms similar to autism. FDA Commissioner Marty Makary said the approval could help those with cerebral folate transport deficiency “who have developmental delays with autistic features.”
2026-03-10 15:261mo ago
2026-03-10 11:161mo ago
INVESTOR ALERT: Class Action Lawsuit Filed on Behalf of Driven Brands Holdings Inc. (DRVN) Investors – Holzer & Holzer, LLC Encourages Investors With Significant Losses to Contact the Firm
ATLANTA, March 10, 2026 (GLOBE NEWSWIRE) -- A shareholder class action lawsuit has been filed against Driven Brands Holdings Inc. (“Driven Brands” or the “Company”) (NASDAQ: DRVN). The lawsuit alleges that Defendants issued false and misleading statements and/or failed to disclose material adverse facts in the Company’s financial statements from fiscal 2023 through the quarter ended September 27, 2025.
If you purchased Driven Brands’ shares between May 9, 2023, and February 24, 2026, and experienced a significant loss on that investment, you are encouraged to discuss your legal rights by contacting Corey D. Holzer, Esq. at [email protected], by toll-free telephone at (888) 508-6832, or by visiting the firm’s website at www.holzerlaw.com/case/driven-brands/ for more information.
The deadline to ask the court to be appointed lead plaintiff in the case is May 8, 2026.
Holzer & Holzer, LLC, an ISS top rated securities litigation law firm for 2021, 2022, 2023, and 2025, dedicates its practice to vigorous representation of shareholders and investors in litigation nationwide, including shareholder class action and derivative litigation. Since its founding in 2000, Holzer & Holzer attorneys have played critical roles in recovering hundreds of millions of dollars for shareholders victimized by fraud and other corporate misconduct. More information about the firm is available through its website, www.holzerlaw.com, and upon request from the firm. Holzer & Holzer, LLC has paid for the dissemination of this promotional communication, and Corey Holzer is the attorney responsible for its content.
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.
Past performance is not an indicator of future performance. This post is illustrative and educational and is not a specific offer of products or services or financial advice. Information in this article is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. 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. Expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
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.
2026-03-10 15:261mo ago
2026-03-10 11:191mo ago
Talisker Announces Closing of Bought Deal Private Placement for Gross Proceeds of $52.1 Million
March 10, 2026 11:19 ET | Source: Talisker Resources Ltd.
NOT FOR DISTRIBUTION TO UNITED STATES NEWS WIRE SERVICES
OR FOR DISSEMINATION IN THE UNITED STATES
TORONTO, March 10, 2026 (GLOBE NEWSWIRE) -- Talisker Resources Ltd. (“Talisker” or the “Company”) (TSX: TSK, OTCQX: TSKFF) is pleased to announce the closing of its previously announced “bought deal” private placement (the “Offering”) for gross proceeds of C$52,100,000 from the sale of 26,000,000 units of the Company (the “Units”) at a price of $2.00 per Unit (the “Offering Price”) and a partial exercise of the over-allotment option (the “Over Allotment Option”) for 625,000 common share purchase warrants of the Company (each, a “Warrant”). Red Cloud Securities Inc. (“Red Cloud”) acted as lead underwriter and sole bookrunner on behalf of itself and A.G.P. Canada Investments ULC, the other member of the syndicate (collectively with Red Cloud, the “Underwriters”). All amounts are in Canadian dollars unless otherwise noted.
Each Unit consists of one common share of the Company (each, a “Common Share”) and one-half of one Warrant. Each whole Warrant entitles the holder to purchase one Common Share at a price of $2.70 at any time on or before March 10, 2028. The Company will use reasonable commercial efforts to list the Warrants for trading on the Toronto Stock Exchange (the “TSX”).
The Company intends to use the net proceeds from the Offering for the continued advancement of the Company’s flagship Bralorne Gold Project in British Columbia, as well as for general corporate purposes and working capital.
In accordance with National Instrument 45-106 – Prospectus Exemptions (“NI 45-106”), 5,071,431 Units were issued to Canadian purchasers pursuant to the “listed issuer financing” exemption under Part 5A of NI 45-106, as amended by Coordinated Blanket Order 45-935 – Exemptions from Certain Conditions of the Listed Issuer Financing Exemption (the “Listed Issuer Financing Exemption”). The remaining Units sold under the Offering were issued (i) on a private placement basis pursuant to exemption from the prospects requirements in Canada under NI 45-106 and (ii) in offshore jurisdictions to purchasers outside of Canada pursuant to an exemption from the prospectus requirements in Canada available under OSC Rule 72-503. The securities issuable from Units sold to Canadian purchasers pursuant to the Listed Issuer Financing Exemption are immediately freely tradeable in accordance with applicable Canadian securities legislation, while the Common Shares and Warrants issuable from the sale of Units under other prospectus exemptions in Canada are subject to a four month hold period.
Certain insiders of the Company subscribed for Units pursuant to the Offering. Participation by such insiders in the Offering was considered a “related party transaction” pursuant to Multilateral Instrument 61-101 – Protection of Minority Security Holders in Special Transactions (“MI 61-101”). The Company was exempt from the requirements to obtain a formal valuation or minority shareholder approval in connection with such insiders’ participation in the Offering in reliance on Sections 5.5(a) and 5.7(1)(a) of MI 61-101. A material change report in connection with the Offering will be filed less than 21 days in advance of the closing of the Offering, which the Company deemed reasonable in the circumstances so as to be able to avail itself of potential financing opportunities and complete the Offering in an expeditious manner.
There is an amended and restated offering document (the “Amended Offering Document”) related to the Offering that can be accessed under the Company’s profile at www.sedarplus.ca and on the Company’s website at www.taliskerresources.com.
The closing of the Offering remains subject to the final approval of the TSX.
This press release does not constitute an offer to sell or a solicitation of an offer to sell any of the securities in the United States. The securities have not been and will not be registered under the United States Securities Act of 1933, as amended (the “U.S. Securities Act”) or any state securities laws and may not be offered or sold within the United States or to U.S. Persons unless registered under the U.S. Securities Act and applicable state securities laws or an exemption from such registration is available.
Talisker (taliskerresources.com) is a junior resource company involved in the exploration and development of gold projects in British Columbia, Canada. Talisker’s flagship asset is the high-grade, fully permitted Bralorne Gold Project where the Company is producing at the Mustang Mine. Talisker projects also include the Ladner Gold Project, an advanced stage project with significant exploration potential from an historical high-grade producing gold mine and the Spences Bridge Project where the Company has a significant landholding in the emerging Spences Bridge Gold Belt, and several other early-stage Greenfields projects.
Caution Regarding Forward Looking Statements
Certain statements contained in this press release constitute forward-looking information. These statements relate to future events or future performance. The use of any of the words “could”, “intend”, “expect”, “believe”, “will”, “projected”, “estimated” and similar expressions and statements relating to matters that are not historical facts are intended to identify forward-looking information and are based on Talisker’s current belief or assumptions as to the outcome and timing of such future events. In particular, this press release contains forward-looking information relating to, among other things, the intended use of proceeds from the Offering, Talisker’s intention to list the Warrants for trading on the TSX, and the final approval of the Offering from the TSX. Various assumptions or factors are typically applied in drawing conclusions or making the forecasts or projections set out in forward-looking information. Those assumptions and factors are based on information currently available to Talisker. Although such statements are based on reasonable assumptions of Talisker’s management, there can be no assurance that any conclusions or forecasts will prove to be accurate.
Forward looking information involves known and unknown risks, uncertainties and other factors which may cause the actual results, performance, or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking information. Such factors include risks inherent in the exploration and development of mineral deposits, including risks relating to changes in project parameters as plans continue to be redefined, risks relating to variations in grade or recovery rates, risks relating to changes in mineral prices and the worldwide demand for and supply of minerals, risks related to increased competition and current global financial conditions, access and supply risks, reliance on key personnel, operational risks regulatory risks, including risks relating to the acquisition of the necessary licenses and permits, financing, capitalization and liquidity risks, title and environmental risks and risks relating to the failure to receive all requisite regulatory approvals.
The forward-looking information contained in this press release is made as of the date hereof, and Talisker is not obligated to update or revise any forward-looking information, whether as a result of new information, future events or otherwise, except as required by applicable securities laws. Because of the risks, uncertainties and assumptions contained herein, investors should not place undue reliance on forward-looking information. The foregoing statements expressly qualify any forward-looking information contained herein.
2026-03-10 15:261mo ago
2026-03-10 11:191mo ago
Middle East chaos blocks shipping lanes, but for Clarkson it's a different story
Shares in Clarkson PLC (LSE:CKN), the world's largest shipbroker, have continued to sail higher after the company reported full-year results broadly in line with expectations and flagged a strong start to the new year.
While the Middle East conflict adds complexity to the story, it is also generating a surge in tanker and gas carrier rates that plays to the company's strengths.
Deutsche Bank analyst James Beard noted that the fighting had led to sea vessel traffic through the key Strait of Hormuz plummeting around 90%, with unknown demand impacts if the conflict persists, "but as it has demonstrated over recent years, we think Clarkson is well-placed to navigate an uncertain environment".
Revenue in 2025 fell 5% to £631 million and pre-tax profit dropped 21% to £90.6 million, in line with the most recent guidance from management, as weak spot and asset broking markets in the first half of 2025 weighed on the full-year numbers. The dividend was raised 3% to 112p.
The more compelling read-through for investors was the outlook, felt Beard, with the Clarksea Index, a broad measure of shipping rates, averaging $32,200 per day in the year to date, up 20% on the 2025 average, while the value of secondhand ship transactions had more than doubled year on year in the first two months of 2026.
The one-year forward order book stood at $244 million, up 6%, and Clarkson said momentum from the fourth quarter had continued into the new year with positive market sentiment.
Beard raised his target price from 4,350p to 4,850p and kept his 'buy' rating on the basis that Clarkson's diversified model and track record of navigating volatile markets meant it is well positioned to turn the current chaos to its advantage.
The shares were up another 3.2% to 4,660p on Tuesday, up over 6% since the results were released.
2026-03-10 15:261mo ago
2026-03-10 11:201mo ago
LAKE Investors Have Opportunity to Lead Lakeland Industries, Inc. Securities Fraud Lawsuit with the Schall Law Firm
LOS ANGELES, March 10, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Lakeland Industries, Inc. (“Lakeland” or “the Company”) (NASDAQ: LAKE) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between December 1, 2023, and December 9, 2025, inclusive (the “Class Period”), are encouraged to contact the firm before April 24, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Lakeland suffered from significant issues in multiple business units such as shipping delays, production problems, and slow product launches. The Company misled the market about the strength of its operations, particularly in the struggling business units including Pacific Helmets and Jolly. The Company overstated the effectiveness of its tariff mitigation strategy. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Lakeland, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]
SOURCE:
The Schall Law Firm
2026-03-10 15:261mo ago
2026-03-10 11:201mo ago
Will AAOI's 800G Transceivers Accelerate Its Data Center Momentum?
Key Takeaways AAOI's data center revenues rose 69% Y/Y to $74.9M in Q4 2025 on strong transceiver demand.Applied Optoelectronics expects 800G to become its largest data center revenue driver in 2026.AAOI plans the capacity of 500,000 monthly 800G and 1.6T units by the end of 2026. Applied Optoelectronics (AAOI - Free Report) is preparing to increase production of its 800G optical transceivers as demand from hyperscale data center customers continues to rise. Management expects its 800G optical transceivers to become the largest contributor within the company’s data center segment starting in the second quarter of 2026.
In the fourth quarter of 2025, AAOI reported data center revenues of $74.9 million. The metric increased 69% year over year and 70% sequentially. Growth was driven by strong demand for high-speed transceivers. Sales of 400G products increased 141% year over year, while 100G product sales rose 54% on a year-over-year basis.
Applied Optoelectronics has received an 800G buying order from a major hyperscale customer during the fourth quarter after the successful qualification of its 800G modules. Another existing hyperscale customer has indicated plans to start ordering 800G products. In addition, a new hyperscale customer has begun discussions to qualify AAOI’s 800G and 1.6T transceivers.
AAOI ended 2025 with about 90,000 units per month of 800G production capacity. The company forecasts demand for 800G modules to exceed the company’s production capacity through mid-2027. To support this demand, AAOI is expanding its manufacturing footprint in Texas. The company has signed a lease for an additional building in Sugar Land, Texas, where construction has already started. This facility will help increase production in 2026.
By the end of 2026, the company expects to have the capability to produce more than 500,000 units per month of 800G and 1.6T products. Looking ahead, if the 800G ramp progresses as expected, it could support further growth in AAOI’s data center segment. The Zacks Consensus Estimate for 2026 and 2027 revenues indicates a year-over-year increase of around 107.6% and 90.1%, respectively.
How Competitors Fare Against AAOIApplied Optoelectronics faces stiff competition from the likes of Lumentum (LITE - Free Report) and Coherent (COHR - Free Report) in the optical networking market.
Coherent and NVIDIA recently announced a multi-year strategic agreement to develop advanced optical technologies used in AI data centers. As part of the deal, NVIDIA has made a multibillion-dollar purchase commitment for Coherent’s laser and optical networking products. In addition, NVIDIA will invest $2 billion in Coherent to support research and development, expand manufacturing capacity and strengthen operations as Coherent increases its U.S.-based production capabilities.
NVIDIA has also announced a multi-year strategic partnership with Lumentum to develop advanced optical technologies used in AI data centers. Under the agreement, NVIDIA has made a multibillion-dollar purchase commitment for Lumentum’s advanced laser components. In addition, NVIDIA will invest $2 billion in Lumentum to support research and development, expand manufacturing capacity and strengthen operations as Lumentum builds a new fabrication facility in the United States.
AAOI’s Price Performance, Valuation & EstimatesShares of AAOI have surged 312% in the past six months, outperforming the Zacks Electronics - Semiconductors industry’s return of 2.6%.
AAOI 6-Month Price Performance
Image Source: Zacks Investment Research
Applied Optoelectronics is currently trading at a lower price-to-sales (P/S) multiple, below the Zacks Electronics - Semiconductors industry. AAOI’s forward 12-month P/S ratio sits at 7.51X, slightly lower than the industry’s forward 12-month P/S ratio of 7.56X.
The Zacks Consensus Estimate for Applied Optoelectronics’ 2026 earnings is pegged at 84 cents per share, up by 52.7% over the past 30 days, and marking a substantial year-over-year increase.
Image Source: Zacks Investment Research
Currently, Applied Optoelectronics carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-03-10 15:261mo ago
2026-03-10 11:201mo ago
AnaptysBio, Inc. (ANAB) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
Q4: 2026-03-03 Earnings SummaryEPS of $1.58 beats by $0.65
|
Revenue of
$108.25M
(151.08% Y/Y)
beats by $21.16M
AnaptysBio, Inc. (ANAB) Barclays 28th Annual Global Healthcare Conference March 10, 2026 8:30 AM EDT
Company Participants
Daniel Faga - President, CEO & Director
Conference Call Participants
Etzer Darout - Barclays Bank PLC, Research Division
Presentation
Etzer Darout
Barclays Bank PLC, Research Division
Hello again, everyone. I'm Etzer Darout, senior biotech analyst at Barclays. My pleasure to have AnaptysBio CEO, Dan Faga, with us this morning. And maybe just to kick us off, Dan, if you could just give us an overview of AnaptysBio for those less familiar with the story.
Daniel Faga
President, CEO & Director
Perfect. We're in exciting times right now. We're approximately a month or 2 out from creating a second company called First Tracks Bio, which will be the biopharma operations from Anaptys that we're spinning off. Anaptys has been around for over 20 years, developing antibodies. We have 2 successful programs so far out of our platform, one Jemperli dostarlimab, which is being sold by GSK, it's an oncology drug PD-1 antagonist.
And the second has a PDUFA date at the end of the year. It's called imsidolimab for GPPs, which hopefully will be sold at the end of this year by a company called Vanda. Those 2 programs will stay behind, forming a royalty-based financial company that will retain the name AnaptysBio. In the biopharma business, we have a couple of exciting programs. One is AMB033, CD122 antagonist. It's being developed in celiac disease as well as EoE Phase Ib. We have rosnilimab, which is a PD-1 depleter. We had positive Phase IIb data in arthritis this past year. And currently, we are assessing how best to move that program forward into Phase III.
We're meeting with the FDA this quarter, and we'll be looking for strategic or other financial capital to further
2026-03-10 15:261mo ago
2026-03-10 11:201mo ago
Here's Why Investors Should Retain A. O. Smith Stock in Portfolio Now
Key Takeaways OKLO and LEU plan a joint venture to develop HALEU deconversion services for advanced nuclear reactor fuel.OKLO seeks to secure a reliable nuclear fuel supply as it develops fast fission plants for carbon-free energy.LEU's Piketon site is being explored for the facility, near OKLO's planned 1.2-GW campus tied to a Meta deal. Oklo Inc. (OKLO - Free Report) and Centrus Energy Corp. (LEU - Free Report) plan to pursue a joint venture focused on deconversion services for high-assay low-enriched uranium (HALEU), a critical fuel for advanced nuclear reactors. Deconversion converts enriched uranium into chemical forms such as oxide or metal that can be fabricated into reactor fuel. The collaboration is designed to strengthen the domestic nuclear fuel supply chain by pairing OKLO’s advanced reactor development with Centrus’ expertise in uranium enrichment and nuclear fuel services. By focusing on this key middle step in the fuel cycle, the companies aim to strengthen fuel availability and support the wider deployment of next-generation nuclear reactors in the United States.
OKLO is developing fast fission power plants designed to deliver scalable, carbon-free energy. For such reactors to operate reliably, developers must secure dependable access to nuclear fuel at multiple stages of the production cycle. Company leadership has emphasized that building advanced reactors alone is not sufficient. Long-term success requires a robust infrastructure capable of supporting enrichment, deconversion and fuel fabrication. This partnership reflects that strategy by looking for ways to expand U.S. fuel-cycle capacity and build a more connected system for supplying fuel to advanced nuclear reactors.
The companies plan to explore locating the facility at Centrus’ site in Piketon, OH, where enrichment operations are already underway. The proposed project would be positioned next to these operations and adjacent to OKLO’s planned 1.2-gigawatt power campus. Notably, the campus has gained momentum after a major agreement with Meta Platforms (META - Free Report) to support future data center power needs. Under the arrangement, META is helping fund early development work, and META’s long-term electricity demand is expected to anchor the project. The partnership with META also provides clearer demand visibility as OKLO advances construction plans.
Co-locating enrichment and deconversion could reduce transportation needs and simplify the movement of HALEU between processing stages. The concept also has broader implications for the nuclear industry. A centralized deconversion hub could allow multiple advanced reactor developers to access specialized fuel services without building their own facilities, helping expand domestic nuclear fuel capacity and supporting the wider deployment of advanced reactors in the United States.
The Zacks Rundown on OKLOShares of Oklo have surged more than 160% over the past year, breezing past the industry's growth.
Image Source: Zacks Investment Research
OKLO currently has an average brokerage recommendation (ABR) of 2.00 on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 20 brokerage firms.
Image Source: Zacks Investment Research
See how the Zacks Consensus Estimate for OKLO’s earnings has been revised over the past 90 days.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-03-10 15:261mo ago
2026-03-10 11:201mo ago
Regeneron Pharmaceuticals, Inc. (REGN) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
Regeneron Pharmaceuticals, Inc. (REGN) Barclays 28th Annual Global Healthcare Conference March 10, 2026 9:00 AM EDT
Company Participants
Ryan Crowe - Senior Vice President of Investor Relations & Strategic Analysis
Marion McCourt - Executive Vice President of Commercial
Conference Call Participants
Eliana Merle - Barclays Bank PLC, Research Division
Presentation
Eliana Merle
Barclays Bank PLC, Research Division
Okay. I think we can get started. Good morning, everyone, and welcome to Miami. Very happy to have Regeneron here with us today to kick off the morning here at the Barclays Global Healthcare Conference.
I'm Ellie Merle, one of the biotech analysts here at Barclays. Very happy to have Marion McCourt here with us, the Head of Commercial; as well as Ryan Crowe, the Head of Investor Relations. Thank you both so much for joining us.
Before we jump into questions, Ryan, I'll pass it to you for some opening remarks.
Ryan Crowe
Senior Vice President of Investor Relations & Strategic Analysis
Thank you, Ellie, and thanks for having us, and welcome to the sell-side coverage of Regeneron. I wanted to start today kind of highlighting your initiation report from last week, which I thought hit on a lot of themes that we'll cover in our chat today. And really underpinning your buy rating was your argument that the stock is fundamentally mispriced on the durable cash flows.
And when you consider our valuation today really only reflecting the cash flows from DUPIXENT, the EYLEA franchise and our cash on hand, if anything in our pipeline works, I would argue we are undervalued. And if a lot of things work in our pipeline, we are significantly undervalued. So I'm sure we'll get to a lot of the themes I'm about to highlight in our chat. I just wanted to go through a couple of areas to frame the discussion.
2026-03-10 15:261mo ago
2026-03-10 11:201mo ago
Factors to Note Ahead of American Public's Q4 Earnings Release
Key Takeaways American Public Education's Q4 revenues are expected at $150M-$153.5M, down 6-9% YoY due to APUS weakness.APEI likely saw APUS registrations fall 23-33%, impacted by the government shutdown.APEI may benefit from steady enrollment growth at Rasmussen University and Hondros College of Nursing. American Public Education, Inc. (APEI - Free Report) is scheduled to report its fourth-quarter 2025 results on March 12, after market close.
In the last reported quarter, the company's adjusted earnings and total revenues topped the Zacks Consensus Estimate and grew year over year.
American Public Education’s earnings topped the consensus mark in each of the trailing four quarters, the average surprise being 173.7%.
How Are Estimates Placed for APEI Stock?For the fourth quarter, the Zacks Consensus Estimate of adjusted loss per share has remained unchanged at 39 cents over the past 30 days. The estimated figure indicates a 38.1% year-over-year decline from adjusted EPS of 63 cents.
The consensus estimate for revenues is pegged at $151.8 million, indicating a 7.5% decrease from $164.1 million reported in the year-ago quarter.
Factors Likely to Define American Public Education’s Q4 ResultsRevenuesAmerican Public Education’s fourth-quarter top-line is expected to have decreased due to weaker activity in the American Public University System (“APUS”) segment and a sharp decline in course registrations tied to disruptions in military tuition assistance processing.
For the quarter to be reported, American Public Education expects net course registrations in the APUS segment (which accounted for 50.9% of total third-quarter 2025 revenues) to be down year over year by 23-33% between 65,000 and 74,400. The decline is largely linked to the government shutdown that slowed military tuition assistance approvals and muted enrollments during October and November. The disruption reduced registrations from service members who rely on tuition assistance benefits to fund education programs.
The company expects fourth-quarter consolidated revenues to be between $150 million and $153.5 million, indicating a year-over-year decline of 6-9%.
Our model expects net course registrations in the APUS segment to be down year over year by 28.5% to 69,412.
Despite the near-term pressure, enrollment growth at Rasmussen University (37.3%) and Hondros College of Nursing (11.3%) remains steady. Healthcare education demand and expanding enrollments in nursing programs have been supporting growth in these segments and might have helped partially offset weakness in APUS over the long term.
Enrollments are expected to increase year over year by 9% to 15,900 and 9% to 4,000 in the RU and the HCN segments, respectively. Under the RU segment, APEI expects on-ground healthcare enrollments to grow 13% year over year to 7,100 and online enrollments to increase 6% to 8,800.
EarningsThe bottom-line performance of American Public Education is likely to have been affected by higher spending related to marketing and operational activities during the quarter. The company has continued to invest in advertising and enrollment-focused initiatives to support student acquisition efforts across its education units. These spending efforts are expected to have increased operating expenses and limited profitability.
For the fourth quarter, APEI expects to report earnings per share between 32 cents and 45 cents. Adjusted EBITDA is expected to be between $18.5 million and $22 million compared with $21 million.
Our model expects adjusted EBITDA to be down year over year by 33.4% to $20.9 million.
What the Zacks Model Says About American Public EducationOur proven model does not conclusively predict an earnings beat for American Public Education this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. Unfortunately, this is not the case here, as you will see below.
Earnings ESP: APEI has an Earnings ESP of 0.00%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: APEI currently sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks Poised to Beat Earnings EstimatesHere are some stocks from the Zacks Consumer Discretionary sector that investors may consider, as our model indicates they have the right combination of elements to post an earnings beat.
Cintas Corporation (CTAS - Free Report) currently has an Earnings ESP of +0.80% and a Zacks Rank of 3.
CTAS’ earnings beat estimates in each of the past four quarters, the average surprise being 3%. Cintas’ earnings for the fourth quarter of 2025 are expected to increase 8.9% year over year.
Boyd Gaming (BYD - Free Report) has an Earnings ESP of +4.44% and a Zacks Rank #3 at present.
BYD reported better-than-expected earnings in each of the trailing four quarters, the average surprise being negative 11.4%. Boyd Gaming’s earnings for the to-be-reported quarter are expected to increase 8%.
Lifetime Brands, Inc. (LCUT - Free Report) presently has an Earnings ESP of +37.93% and a Zacks Rank of 3.
LCUT’s earnings beat estimates in two of the past four quarters and missed on the remaining two occasions, the negative average surprise being 60.1%. Lifetime Brands’ earnings for the fourth quarter of 2025 are expected to decline 47.3% year over year.
2026-03-10 15:261mo ago
2026-03-10 11:211mo ago
NASDAQ: BYND CLASS ACTION NOTICE: Berger Montague Encourages Beyond Meat, Inc. (BYND) Investors to Inquire About a Securities Fraud Class Action
Philadelphia, Pennsylvania--(Newsfile Corp. - March 10, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against Beyond Meat, Inc. (NASDAQ: BYND) ("Beyond Meat" or the "Company") on behalf of investors who purchased or otherwise acquired Beyond Meat securities during the period from February 27, 2025 through November 11, 2025 (the "Class Period"), inclusive.
Investor Deadline: Investors who purchased Beyond Meat securities during the Class Period may, no later than March 24, 2026, seek to be appointed as a lead plaintiff representative of the class. To learn your rights, CLICK HERE.
Beyond Meat is headquartered in El Segundo, Calif. and is a global food company that develops and sells plant-based meat products under the "Beyond" brand.
Throughout the Class Period, Beyond Meat repeatedly assured investors that it was singularly focused on achieving EBITDA-positive operations by year-end 2026. Defendants emphasized aggressive cost reductions, gross margin expansion, and operational optimization, while expressly deemphasizing revenue growth as a business priority.
The Complaint alleges that these statements were materially false and misleading because Defendants failed to disclose that certain long-lived assets were impaired and that a significant non-cash impairment charge was likely. On October 24, 2025, Beyond Meat revealed that it expected to record a material impairment charge, causing its stock to fall more than 23% in a single trading day. Additional disclosures in November 2025 concerning delayed SEC filings and $77.4 million in impairment charges caused further stock declines of approximately 16%, 9%, and 9%, resulting in substantial investor losses.
If you are a Beyond Meat investor and would like to learn more about this action, CLICK HERE or please contact Berger Montague: Andrew Abramowitz at [email protected] or (215) 875-3015, or Caitlin Adorni at [email protected] or (267)764-4865.
About Berger Montague
Berger Montague is one of the nation's preeminent law firms focusing on complex civil litigation, class actions, and mass torts in federal and state courts throughout the United States. With more than $2.4 billion in 2025 post-trial judgments alone, the Firm is a leader in the fields of complex litigation, antitrust, consumer protection, defective products, environmental law, employment law, securities, and whistleblower cases, among many other practice areas. For over 55 years, Berger Montague has played leading roles in precedent-setting cases and has recovered over $50 billion for its clients and the classes they have represented. Berger Montague is headquartered in Philadelphia and has offices in Chicago; Malvern, PA; Minneapolis; San Diego; San Francisco; Toronto, Canada; Washington, D.C., and Wilmington, DE.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/287882
Source: Berger Montague
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2026-03-10 15:261mo ago
2026-03-10 11:221mo ago
Gold, silver sharply up on safe-haven bids, weaker USDX
Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York. As a journalist, he has covered every futures market traded in the U.S., at one time or another.
Jim is the proprietor of the "Jim Wyckoff on the Markets" analytical, educational and trading advisory service. Jim also worked as a technical analyst for Dow Jones Newswires and as the senior market analyst with TraderPlanet.com. Jim is also a consultant with the highly respected "Pro Farmer" agricultural advisory service. Jim was also the head equities analyst at CapitalistEdge.com. He received his degree from Iowa State University in Ames, Iowa, where he studied journalism and economics.
Follow Jim daily on Kitco.com as he provides both AM and PM roundups and a daily Technical Special. 1 877 963-NEWS jwyckoff at kitco.com
2026-03-10 15:261mo ago
2026-03-10 11:231mo ago
Nvidia stock is rising today and the reasons are bigger than you think
Nvidia stock (NASDAQ: NVDA) climbed nearly 1.5% on Tuesday as three separate catalysts landed within the same trading session.
The surge came amid a cautious sentiment on Wall Street as traders are assessing the Iran war developments, a day after President Donald Trump indicated that his campaign is nearing an end.
Nvidia is riding strong on a major startup investment, a software platform reveal, and building momentum ahead of one of the year's most important chip conferences.
Nvidia bets on its own demand pipelineThe headline catalyst is a multiyear strategic partnership with Thinking Machines Lab, the AI startup founded by Mira Murati, former Chief Technology Officer at OpenAI.
Nvidia is making a direct investment in the company and will supply at least one gigawatt of computing power through its next-generation Vera Rubin accelerator systems, with deployment beginning early next year.
One gigawatt is a meaningful number. Industry executives put the cost of securing that level of AI compute at around $50 billion.
Financial terms of the specific deal weren't disclosed, but the scale signals a serious commitment from both sides.
Thinking Machines was last reported in talks to raise funds at a $50 billion valuation, up fourfold from its $12 billion mark in mid-2025.
The structure of the deal reveals Nvidia's broader strategy. It is the same circular investment playbook Nvidia has been running with OpenAI and Anthropic.
Nvidia funds promising AI labs; those labs use the capital to buy Nvidia's chips and infrastructure. Demand and supply get linked at the source.
"This partnership accelerates our capacity to build AI that people can shape and make their own," Murati said in a joint statement.
Read More: These are 4 AI chip stocks Citi wants you buying now
NemoClaw and GTC add fuel to the rallyThe second catalyst is a software story. Nvidia is preparing to launch NemoClaw, an open-source AI agent platform aimed at enterprise software companies.
AI agents are software programs that can reason, plan, and execute multi-step tasks independently.
Nvidia has been pitching NemoClaw to major enterprise names, including Salesforce, Cisco, Google, Adobe, and CrowdStrike, ahead of its annual developer conference.
The platform will be accessible even to companies whose products don't run on Nvidia hardware, a deliberate move that widens adoption and plants Nvidia's software flag across enterprise IT regardless of chip dependency.
It also includes built-in security and privacy tools, addressing a key concern for corporate buyers.
The third factor is timing. GTC 2026 opens March 16 in San Jose, six days away.
UBS analyst Timothy Arcuri flagged an "upside bias" for NVDA heading into the event, maintaining a Buy rating and $245 price target.
Wells Fargo's Aaron Rakers echoed the setup, pointing to historical patterns showing Nvidia typically outperforms the semiconductor index by around 30% in the three months following GTC.
Jensen Huang is expected to detail the full Vera Rubin roadmap and potentially preview the next-generation Feynman architecture, giving hyperscalers visibility several years out.
2026-03-10 15:261mo ago
2026-03-10 11:251mo ago
Bank of America Stock Slides 12.9% YTD: Time to Buy the Dip or Wait?
Key Takeaways Terreno Realty sold a 56,000-sq-ft fully leased industrial property in Lanham, MD for $11.1M on March 6, 2026.Terreno Realty bought the asset in Dec 2013 for $5.6M, generating a 10.8% unleveraged internal rate of return.TRNO sold $386.4M of properties in 2025 and had $19.9M of dispositions under contract as of Dec. 31, 2025. Terreno Realty Corporation (TRNO - Free Report) announced the disposition of an industrial property located in Lanham, MD. The sale was carried out on March 6, 2026, for approximately $11.1 million.
The property spans across 56,000 square feet, comprising a light industrial building on 4.5 acres, 100% leased. Terreno Realty had purchased the property on Dec. 11, 2013, for $5.6 million. The investment yielded an unleveraged internal rate of return of 10.8% to the company.
Terreno Realty’s dispositions are an integral part of its ongoing efforts to optimize its portfolio and enhance its financial performance. In the fourth quarter of 2025, the company sold properties worth $144.2 million.
Total dispositions for the year 2025 aggregated $386.4 million. As of Dec. 31, 2025, the company has dispositions under contract to the tune of $19.9 million, subject to completion of due diligence and closing conditions.
Wrapping Up on TRNOBy selling a potentially non-core or mature asset, Terreno can redeploy the proceeds into acquisitions or development projects in stronger industrial markets that offer higher growth prospects. The transaction may also enhance the company’s liquidity and financial flexibility, enabling it to fund future investments or manage its balance sheet more efficiently. While the sale could lead to a slight near-term decline in rental income if the asset was contributing to revenues, reinvestment of the proceeds into higher-yielding opportunities is expected to support long-term earnings growth.
Over the past six months, shares of this Zacks Rank #2 (Buy) company have risen 6.8% compared with the industry's growth of 4.1%. Analysts seem bullish on this industrial REIT, with its 2026 FFO per share estimate moving northward 1.1% over the past month to $2.79.
Image Source: Zacks Investment Research
Other Stocks to ConsiderSome other top-ranked stocks from the broader REIT sector are Chatham Lodging Trust REIT (CLDT - Free Report) , sporting Rank #1 (Strong Buy) and Cousins Properties (CUZ - Free Report) , carrying Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for CLDT’s 2026 FFO per share is pegged at $1.20, which indicates year-over-year growth of 17.7%.
The Zacks Consensus Estimate for CUZ’s full-year FFO per share is pinned at $2.93, which calls for an increase of 3.2% from the year-ago period.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO) — a widely used metric to gauge the performance of REITs.
2026-03-10 15:261mo ago
2026-03-10 11:251mo ago
ROST Expands With 17 New Locations, Signals 2026 Growth Pipeline
Key Takeaways ROST opens 17 locations, 13 Ross Dress for Less and four dd's DISCOUNTS across 11 states.ROST plans about 110 new stores in fiscal 2026, including roughly 85 Ross and 25 dd's DISCOUNTS. ROST sees U.S. potential for about 2,900 Ross Dress for Less and 700 dd's DISCOUNTS locations long term. Ross Stores, Inc. (ROST - Free Report) continues to advance its store expansion strategy, reinforcing its position in the off-price retail space. The company recently announced the opening of 17 new locations across the United States during February and March 2026, marking the first phase of its fiscal 2026 expansion plan. The latest additions include 13 Ross Dress for Less stores and four dd's DISCOUNTS outlets, reflecting the retailer’s ongoing efforts to broaden its value-focused retail footprint and capture incremental market share.
The new stores span 11 states, highlighting the company’s targeted geographic expansion strategy. Ross Dress for Less locations were added across the Mountain, Midwest and Northeast regions while strengthening the company’s presence in key Sunbelt markets. Meanwhile, dd’s DISCOUNTS expanded within its core states of California and Texas and debuted its first location in Utah. The company indicated that these openings represent the initial wave of its broader fiscal 2026 plan to launch approximately 110 stores, including around 85 Ross locations and 25 dd’s DISCOUNTS outlets, implying total unit growth of roughly 5% this year.
Management remains encouraged by the strong performance of stores opened in 2025, which has supported continued investment in new locations. According to the executive vice president of Property Development Richard Lietz, the latest openings are expected to bring both value-oriented shopping options to customers and new employment opportunities to local communities. The company also continued its long-standing philanthropic efforts by donating to local Boys & Girls Clubs of America chapters or First Book literacy partners in conjunction with each new store opening, supporting programs aimed at underserved youth.
Looking ahead, Ross Stores remains confident in its long-term store growth trajectory. Management sees significant whitespace for expansion and believes that the U.S. market can ultimately support about 2,900 Ross Dress for Less locations and 700 dd’s DISCOUNTS stores. With disciplined expansion and strong value positioning, the company appears well placed to sustain growth while reinforcing its leadership in the off-price retail segment.
What’s More?Ross Stores operates a successful off-price retail model that focuses on offering branded apparel and home accessories at value-driven prices to middle-income shoppers. The company continues to benefit from consumers’ strong preference for value, which keeps traffic healthy across economic cycles. Its merchandising strategy, including micro-merchandising and well-curated assortments, helps improve product allocation and maintain attractive margins. Strong customer response to merchandise across categories, combined with effective marketing campaigns and in-store initiatives, has supported positive comparable sales trends and stronger customer engagement across regions.
The company is also expanding its store footprint while maintaining a solid financial position. Growth plans focus on increasing penetration in existing markets and entering new regions, with continued expansion across both the Ross Dress for Less and dd’s DISCOUNTS banners. At the same time, Ross Stores maintains a strong balance sheet with ample cash, manageable debt levels and disciplined capital allocation. Along with investing in store growth and operations, the company continues to reward shareholders through share repurchases and higher dividends, reflecting confidence in its long-term growth strategy and cash-generation capabilities.
Shares of this Zacks Rank #3 (Hold) company have gained 15.9% in the past three months compared with the industry’s growth of 10.7%.
ROST Stock's Price Performance
Image Source: Zacks Investment Research
Key PicksSome better-ranked stocks are American Eagle Outfitters Inc. (AEO - Free Report) , Williams-Sonoma Inc. (WSM - Free Report) and Boot Barn Holdings Inc. (BOOT - Free Report) .
American Eagle is a specialty retailer of casual apparel, accessories and footwear for men and women aged 15-25 years. It currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for American Eagle’s fiscal 2026 sales indicates growth of 3.6% from the year-ago reported number, while earnings suggest a year-over-year decline of 16%. AEO has a trailing four-quarter earnings surprise of 37.6%, on average.
Williams-Sonoma is a multichannel specialty retailer of premium-quality home products. It carries a Zacks Rank #2 (Buy) at present.
The Zacks Consensus Estimate for Williams-Sonoma’s fiscal 2025 sales indicates growth of 1.9% from the previous year’s reported figure, while the estimate for earnings suggests a year-over-year decline of 1%. WSM has a trailing four-quarter average earnings surprise of 8.6%.
Boot Barn operates as a lifestyle retail chain devoted to western and work-related footwear, apparel and accessories. It currently carries a Zacks Rank of 2.
The Zacks Consensus Estimate for Boot Barn’s current fiscal-year sales and earnings indicates growth of 17.6% and 26%, respectively, from the year-ago reported numbers. BOOT has a trailing four-quarter earnings surprise of 4.9%, on average.
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Published in retail
2026-03-10 14:261mo ago
2026-03-10 09:151mo ago
Babylon, Ledger partnership targets secure use of bitcoin as DeFi collateral
Babylon Labs has partnered with hardware wallet maker Ledger to expand access to its trustless Bitcoin vault infrastructure, aiming to make native bitcoin more usable in decentralized finance while preserving self-custody.
The integration introduces native Ledger signer support for Babylon’s Trustless Bitcoin Vaults, known as BTCVaults, allowing users to authorize vault transactions directly from a Ledger device using the company’s Clear Signing interface, according to an announcement.
BTCVaults are designed to let bitcoin holders deploy their assets as collateral in decentralized financial applications without relying on custodians, bridges, or wrapped tokens. Instead, the assets remain on the Bitcoin network and are governed by programmable conditions that can be verified onchain.
Babylon co-founder David Tse said the goal is to remove a longstanding limitation in the crypto economy. “Bitcoin is the largest crypto asset, yet most of it cannot be used in digital finance without giving up custody or relying on intermediaries,” Tse said. “Trustless Bitcoin Vaults remove that trade-off. Bitcoin stays on Bitcoin, governed by predefined conditions that are verified rather than trusted.”
Ledger will serve as the secure signing layer for vault interactions, meaning users can confirm and approve transactions directly on their hardware device rather than through a browser or wallet interface.
A key feature of the integration is Ledger’s Clear Signing system, which displays the full details of a transaction on the device’s screen before approval, allowing users to verify exactly what they are authorizing. Ledger Chief Technology Officer Charles Guillemet said the approach aligns with the company’s core philosophy around digital asset ownership.
“If not self-custody, why crypto?” Guillemet said. “True self-custody relies on uncompromising security. Now, Babylon BTCVaults users can use secure signers featuring a dedicated screen as part of their security model.”
The collaboration also broadens Babylon’s presence across the Ledger ecosystem, including connectivity through the Ledger Wallet application and support for Babylon’s native token BABY.
Babylon and bitcoin Babylon Labs focuses on what it calls “trustless Bitcoin productivity,” building tools that allow bitcoin to secure other blockchain systems and participate in decentralized finance while remaining on the Bitcoin network.
The project already launched a self-custodial bitcoin staking protocol, which it says has activated more than $10 billion worth of native BTC to secure proof-of-stake chains, Layer 2 networks, and other decentralized systems.
Partnering with the hardware wallet makers adds to Babylon’s growing ecosystem and institutional backing. Venture firm a16z Crypto previously purchased $15 million worth of BABY tokens to support the development of BTCVaults and related infrastructure.
Babylon’s technology has also been adopted by industry platforms seeking to offer bitcoin yield without traditional lending or wrapping mechanisms. Crypto exchange Kraken, for example, introduced bitcoin staking through Babylon last year, allowing users to earn rewards while retaining custody of their BTC.
Ledger has simultaneously expanded its own push into bitcoin-native financial tools. The company recently rolled out a BTC yield feature in Ledger Wallet, developed with partners Lombard and Figment, to give hardware wallet users access to yield-generating strategies while maintaining hardware-level security.
Disclaimer: The Block is an independent media outlet that delivers news, research, and data. As of November 2023, Foresight Ventures is a majority investor of The Block. Foresight Ventures invests in other companies in the crypto space. Crypto exchange Bitget is an anchor LP for Foresight Ventures. The Block continues to operate independently to deliver objective, impactful, and timely information about the crypto industry. Here are our current financial disclosures.
Cover image via U.Today Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
Activity on the XRP Ledger has surged recently, with payment volume climbing to 743 million XRP, drawing attention to the possibility that market conditions around the asset may be starting to shift. While the price chart still reflects a longer-term downtrend, the sudden rise in on-chain usage adds an important signal that underlying network activity is strengthening.
XRP's market behavior Over the past several months, XRP has struggled to regain bullish momentum. The asset has been trading in a descending structure marked by lower highs and repeated failures at resistance zones. Even now, the broader trend indicators remain positioned above the current price, reinforcing the idea that the market has been under sustained pressure. However, the latest price behavior suggests that the pace of decline is beginning to slow.
XRP/USDT Chart by TradingViewThe chart now shows XRP consolidating near the $1.40 level, where a short-term ascending support line has formed. This structure indicates that buyers are gradually stepping in on dips, allowing the asset to produce slightly higher lows. While this alone does not confirm a reversal, it often appears during the early stages of a stabilization phase.
HOT Stories
At the same time, the surge in XRP Ledger payment volume to 743 million XRP suggests that activity on the network is increasing. Rising transaction flows often reflect stronger real-world usage or renewed interest in the ecosystem. When network utilization increases while price stabilizes, it can provide the foundation for a shift in market sentiment.
Price compressionAnother important factor is the compression forming between the price and the nearest moving averages. XRP is currently trading just below several short-term trend indicators, meaning that even a modest upward move could trigger a technical breakout.
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For now, the market remains in a transitional phase. The downtrend has not been fully invalidated, but the combination of rising network activity, strengthening support and tightening price structure suggests that conditions are gradually changing.
If XRP continues holding the current support zone while on-chain activity remains elevated, the market could begin forming the base needed for a broader recovery attempt in the coming weeks.
2026-03-10 14:261mo ago
2026-03-10 09:251mo ago
80 Trillion Shiba Inu Threshold Hanging by a Thread
Cover image via U.Today Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
Shiba Inu is approaching a critical moment as on-chain metrics and price behavior converge around a key supply threshold. The amount of SHIB held on exchanges is currently hovering near 80 trillion tokens, a level that could play an important role in determining the asset’s next move. While the price has managed to stabilize slightly in recent sessions, the broader market structure surrounding SHIB remains fragile.
Shiba Inu locked in downtrendOver the past several months, Shiba Inu has been locked in a steady downtrend. The chart shows a series of lower highs and repeated breakdowns from consolidation patterns, indicating persistent selling pressure.
SHIB/USDT Chart by TradingViewSHIB is currently trading near the $0.0000057 range, where short-term stabilization has appeared after another leg lower. However, the recovery attempts remain limited and continue to struggle against declining resistance levels.
HOT Stories
Despite the weak price structure, on-chain data shows that substantial outflows from exchanges have been occurring. A negative exchange flow environment generally means that tokens are being moved off trading platforms into private wallets.
Longer-term effect This behavior can sometimes reflect accumulation or longer-term holding, as fewer tokens remain available for immediate selling on exchanges.
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At the same time, network activity remains relatively steady. Both the mean transfer count and total transfer count have increased slightly, suggesting that the Shiba Inu network is still seeing consistent usage. Increased transaction activity can indicate ongoing participation in the ecosystem even while the price remains under pressure.
The key factor now centers around the 80 trillion SHIB exchange reserve threshold. If reserves fall decisively below this level, it would signal that a significant portion of supply has been removed from exchanges.
That kind of shift can tighten circulating liquidity and occasionally create the conditions for stronger price rebounds.
However, the opposite scenario carries risk. If selling pressure returns and the market pushes reserves higher again while the price breaks lower, the current stabilization phase could quickly unravel. A loss of the nearby support zone on the chart would likely open the path toward another decline.
2026-03-10 14:261mo ago
2026-03-10 09:281mo ago
XRP price rises as Brad Garlinghouse highlights priorities for 2026
XRP price turned on Tuesday as the crypto market rallied, and after Brand Garlinghouse highlighted Ripple’s priorities for the year.
Summary
XRP price has moved sideways in the past few weeks. Brad Garlinghouse highlighted the key priority areas for the company this year. The coin has formed a bullish divergence pattern, pointing to a rebound. Ripple (XRP) token rose to $1.3895 from this week’s low of $1.3365. It has remained in this range in the past few weeks.
In an X post, Garlinghouse, Ripple Labs CEO, highlighted some of the top priorities the company is focusing on this year. He made the comment after traveling to three continents in five days, together with Monica Long, the president.
He expects the company to continue focusing on key areas like payments, custody, liquidity, and treasury management.
3 continents, 4 global office visits, 5 days. Crossed too many time zones to count…
Recently, @MonicaLongSF and I (along with others on the Ripple leadership team) traveled to Dublin, London, Singapore and Sydney to meet with the Ripple Team (many of whom joined from our…
— Brad Garlinghouse (@bgarlinghouse) March 10, 2026 The company has already made some major announcements on this recently. For example, it launched Ripple Payments, a solution tailored to corporations, providing them with solutions like managed custody, unified collections, and advanced liquidity.
These solutions will be at the intersection of fiat and stablecoins, helping companies to save money and accelerate the speed of cash management.
Ripple Labs has also intensified its RLUSD growth recently. Data shows that the RLUSD stablecoin has accumulated over $1.6 billion in assets across Ethereum and XRP Ledger network. It will then roll out the coin to other chains, including Base and Polygon, through Wormhole.
Additionally, the developers launched the Permissioned DEX platform, which allows companies to take part in decentralized finance through a regulated platform. Its use case will be in areas like cross-border payments, fiat and stablecoin swaps, payroll management, and international payments.
XRP price prediction: Technical analysis Ripple price chart | Source: crypto.news The three-day chart shows that the XRP price has drifted sideways in the past month as demand has remained thin. Indeed, spot XRP ETF inflows have been highly limited in this period, a sign that investors are remaining in the sidelines.
On the positive side, the Stochastic RSI has reversed and moved to the highest point in weeks. The Percentage Price Oscillator has formed a bullish crossover pattern.
Therefore, while the coin remains below all moving averages and the Ichimoku cloud, there is a possibility that it will rebound in the near term. If this happens, the next key target to watch will be at $1.6700, its highest point in February.
The bullish XRP price forecast will become invalid if it drops below the key support level at $1.3363.
2026-03-10 14:261mo ago
2026-03-10 09:301mo ago
Bitcoin Price Today: BTC Consolidates at $70,400 With Key Resistance at $71K–$72K
Bitcoin is trading at $70,426 per unit on March 10, 2026, after rebounding from an intraday low of $67,958 and briefly testing a session high of $71,220. The cryptocurrency's market capitalization stood at $1.408 trillion with $54.48 billion in 24-hour trading volume as price action stabilized within a well-defined intraday range.
2026-03-10 14:261mo ago
2026-03-10 09:301mo ago
CoinDesk 20 Performance Update: Stellar (XLM) Gains 5.1%, Leading Index Higher
In brief Attackers allegedly posed as police officers to enter a home near Versailles. A couple were threatened at knifepoint and forced to transfer about €900,000 ($1 million) in Bitcoin. French authorities have confirmed the crypto loss and launched a manhunt. Authorities in the Versailles area are searching for three suspects after a home invasion in which attackers allegedly posed as police and stole crypto.
A couple in their late 50s were forced to transfer roughly €900,000 (about $1 million) in Bitcoin after three men posing as police entered their home in Le Chesnay, near Versailles, according to French broadcaster TF1.
The suspects allegedly gained entry by identifying themselves as police officers before pulling a knife and threatening to stab the woman unless her partner sent Bitcoin to a wallet they controlled, TF1 reported, citing sources close to the investigation.
The Versailles public prosecutor’s office has confirmed the crypto theft, according to local reporting, and said the case is being handled by France’s Brigade for the Repression of Banditry (BRB). No arrests had been announced at time of publication, with potential charges reportedly including kidnapping, armed robbery, organized crime, and criminal conspiracy.
Wrench attacks in FranceThe robbery fits an expanding pattern of “$5 wrench attacks,” where criminals use physical coercion rather than technical compromise to seize digital assets. These cases have become a growing security concern for crypto holders as victims are targeted at home, often after criminals have identified likely victims through public signals, leaks, or social engineering.
France has become a hotbed of “wrench attacks,” which have included violent home invasions targeting crypto executives, crypto ransom demands and the abduction and mutilation of Ledger CEO David Balland. Last May, French police arrested 12 suspects linked to crypto kidnapping probes—but the crime wave shows no signs of stopping.
Daily Debrief NewsletterStart every day with the top news stories right now, plus original features, a podcast, videos and more.
2026-03-10 14:261mo ago
2026-03-10 09:411mo ago
Mantle DeFi TVL Hits $1 Billion as Stablecoin Cap Nears Same Mark
Mantle just crossed $1 billion. The Layer 2 network built on Ethereum saw its DeFi Total Value Locked hit $1.006 billion while stablecoin market cap reached $980 million, per DefiLlama data released today from Dubai.
The surge shows real traction for Mantle’s infrastructure, which basically bridges traditional finance with on-chain liquidity. Mantle’s ecosystem keeps expanding fast, driven by big integrations like Aave and growing institutional interest. The network pretty much became one of the few Layer 2 platforms to hit the billion-dollar TVL benchmark. And that stablecoin market cap nearing $1 billion? That’s actual real-world financial activity moving on-chain through Mantle’s rails.
These aren’t random numbers.
The figures come from Mantle’s unique setup that mixes centralized and decentralized finance components. Emily Bao, Key Advisor at Mantle, said: “This simultaneous achievement in TVL and stablecoin market cap is a testament to the infrastructure we’ve built for today’s financial climate. Our aim has always been to be the distribution layer for real-world finance, and these numbers show we’re on the right track.”
Mantle’s ecosystem gets stronger through its role in the Aave market, where it surpassed $1.25 billion in total lending and borrowing. The network also saw USDT0 deposits exceed $600 million, which highlights significant stablecoin liquidity flowing through the platform. But there’s more happening behind the scenes.
Bybit, a key player within the Mantle ecosystem, reported rising trading volumes of $MNT, Mantle’s native token. That shows growing investor confidence, though exact figures weren’t disclosed. On March 5, Ethena USDe and Ondo USDY, two prominent stablecoin partners, confirmed their continued commitment to Mantle’s platform. Both entities saw increased transaction volumes, which validates Mantle’s role in facilitating real-world financial transactions on-chain.
Mantle’s collaboration with OP-Succinct yielded positive results too, with the protocol announcing 20% growth in user activity over the past quarter. The uptick comes from seamless integration of Mantle’s Layer 2 solutions, which improved transaction speeds and cut costs. Users flocked to the platform because of these improvements. This follows earlier reporting on Trump jr criticizes banks over stablecoin.
So what’s next? Mantle stays focused on expanding its ecosystem further. Bao mentioned in a March 9 interview that Mantle’s in talks with several global financial institutions to explore additional integrations. These potential partnerships could boost Mantle’s position as a leading distribution layer for on-chain finance, though she didn’t specify which institutions.
On March 8, Mantle announced a strategic initiative to enhance user experience by integrating advanced analytics and reporting tools. The move aims to equip users with real-time insights into their investments. The analytics tools will roll out in partnership with leading data providers, offering enhanced transparency and decision-making capabilities for both retail and institutional investors. No timeline was given.
Mantle’s collaboration with decentralized exchange mETH led to a 15% increase in trading volume over the past month. The integration of Mantle’s Layer 2 solutions cut transaction fees significantly, making it more attractive for traders seeking cost-effective options. This partnership shows Mantle’s ongoing efforts to improve accessibility and efficiency within its ecosystem.
Venture capital firms took notice. On March 7, Blockchain Ventures announced a $50 million investment in Mantle, citing its innovative approach to bridging traditional finance with blockchain technology as a key factor. The capital injection should accelerate Mantle’s development initiatives and broaden its reach in global markets, though specific allocation wasn’t detailed.
Mantle will host its first global summit on March 20 in Dubai. The event brings together industry leaders, developers, and investors to discuss the future of decentralized finance and the role of Layer 2 networks. Keynote speakers include Emily Bao and representatives from partner organizations like Aave and Bybit. For more details, see Bitcoin Hits 20 Million Coins as.
The global market for tokenized assets continues growing, setting the stage for Mantle to serve as a crucial conduit for capital flow. As Mantle’s infrastructure solidifies its hold, it prepares for the next phase of development, focusing on broader adoption and scaling. The summit aims to foster collaboration and share insights on advancing blockchain technology adoption in traditional financial systems.
Reached for additional comment, Mantle didn’t respond by press time. Trading volume data for March remains incomplete.
The milestone puts Mantle in select company among Layer 2 networks. Only Arbitrum and Optimism have previously sustained TVL above $1 billion, with Arbitrum currently leading at $2.4 billion and Optimism holding $1.8 billion according to L2Beat analytics. Polygon’s TVL sits at $950 million, making Mantle the fourth network to breach the threshold.
Institutional adoption patterns mirror broader DeFi trends, where Layer 2 solutions capture increasing market share from Ethereum mainnet. Circle’s USDC comprises roughly 60% of Mantle’s stablecoin volume, while Tether’s USDT accounts for 35%. BlackRock’s tokenized treasury fund BUIDL recently expanded to Mantle, bringing $470 million in additional institutional assets to the platform.