Market Signal Briefing

A major US-Israel coordinated attack on Iran is expected to drive short-term oil prices up 5-10%. I anticipate global equities to fall 1-2% and cryptocurrencies to drop 3-10% in the immediate aftermath of the conflict escalation.

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Energy stocks have been strong over the last six months because the sector is benefiting from a powerful mix of tightening global supply, disciplined capital spending, and surprisingly resilient demand. Crude prices have remained supported as major producers, including OPEC and OPEC+, continue to manage output. So that you know, OPEC+ has discussed a modest output increase for April. At the same time, U.S. shale companies have prioritized shareholder returns over aggressive production growth, limiting new supply. Geopolitical tensions in key producing regions, especially in the Middle East, have added a risk premium to oil and natural gas prices, while steady economic activity has kept consumption firm. With the United States’ attack on Iran, an escalation in pricing for oil is a given. However, the companies we are focusing on have strong cash flows, rising dividends, and continued share buybacks, and are not overbought. This combination has attracted both passive income-focused and value-oriented investors back into energy stocks. While some of our favorite stocks have exploded higher and are out of the sweet-spot buy range they were in most of last year, five top companies with big high-yield dividends are still strong Buy stocks.

While the mega-cap integrated giants have soared in price over the last six months, and are much more expensive now than they were last summer, some of the other companies in the sector, that dominate their respective energy silos, still offer outstanding entry points, and dividend yields that are reliable and have the potential to be raised year in and year out. We screened our 24/7 Wall St. energy database for high-yielding bargains and found five that investors seeking dependable passive income may want to consider. All five are rated Buy at the top Wall Street firms that we cover.

Why do we cover the high-yielding energy dividend stocks?

Since 1926, dividends have accounted for approximately 32% of the S&P 500’s total return, while capital appreciation has accounted for 68%. Therefore, sustainable dividend income and the potential for capital appreciation are essential to total return expectations. A study by Hartford Funds, in collaboration with Ned Davis Research, found that dividend stocks delivered an annualized return of 9.18% over the past 50 years (1973-2023). Over the same timeline, this was more than double the annualized return for non-payers (3.95%).

BP This company is one of the premier European integrated oil giants, paying shareholders a substantial 5.14% dividend. BP p.l.c. (NYSE: BP) engages in the energy business worldwide.

It operates through:

Gas & Low Carbon Energy Oil Production & Operations Customers & Products Rosneft segments BP produces and trades natural gas, offers biofuels, operates onshore and offshore wind and solar power generating facilities, and provides decarbonization solutions and services, such as hydrogen and carbon capture, usage, and storage.

The company is also involved in the convenience and mobility business, which includes managing the sale of fuels to wholesale and retail customers, as well as convenience products, aviation fuels, and Castrol lubricants. Additionally, it refines, supplies, and trades oil products and operates electric vehicle charging facilities.

Additionally, it produces and refines oil and gas, and invests in upstream, downstream, and alternative energy companies. It also invests in advanced mobility, biotechnology, and low-carbon products, as well as carbon management, digital transformation, and power and storage solutions.

Wolfe Research has an Outperform rating with a $51 target. 

Chord Energy This is a very off-the-radar idea that still offers investors an outstanding entry point for the shares and a strong 4.93% dividend. Chord Energy Corporation (NASDAQ: CHRD) is an independent exploration and production company engaged in the acquisition, exploration, development, and production of crude oil, natural gas liquids (NGL), and natural gas primarily in the Williston Basin.

The Company’s operations are focused on the North Dakota and Montana areas of the Williston Basin, targeting the Middle Bakken and Three Forks formations, which are present across a substantial portion of its acreage.

Chord Energy has an average daily production of approximately 232,737 net barrels of oil equivalent.

The company has approximately 9,011 (4,174.2 net) total gross productive wells, of which the Company operated 4,824 gross (3,752.2 net) productive wells. It sells its crude oil, NGL, and natural gas production to refiners, marketers, and other purchasers that have access to nearby pipeline and rail facilities.

Piper Sandler has an Overweight rating with a huge $151 target price.

Energy Transfer Energy Transfer is one of North America’s largest and most diversified midstream energy companies. This top master limited partnership is a safe option for investors seeking energy exposure and income, as the company pays a 7.05% distribution yield. Energy Transfer LP (NYSE: ET) owns and operates one of the largest and most diversified portfolios of energy assets in the United States, with a strategic footprint across all major domestic production basins.

The company is a publicly traded limited partnership with core operations that include:

Complementary natural gas midstream, intrastate, and interstate transportation and storage assets Crude oil, natural gas liquids (NGL), and refined product transportation and terminalling assets NGL fractionation Various acquisition and marketing assets Following the acquisition of Enable Partners in December 2021, Energy Transfer owns and operates over 114,000 miles of pipelines and related assets in 41 states, spanning all major U.S. producing regions and markets. This further solidifies its leadership position in the midstream sector.

Through its ownership of Energy Transfer Operating, L.P., formerly known as Energy Transfer Partners, L.P., the company also owns Lake Charles LNG Company, the general partner interests, the incentive distribution rights, and 28.5 million standard units of Sunoco LP (NYSE: SUN), and the public partner interests and 39.7 million standard units of USA Compression Partners, LP (NYSE: USAC).

TD Cowen has a Buy rating on the shares, with a $21 target price.

TotalEnergies TotalEnergies SE is an integrated energy and petroleum company founded in 1924 and is one of the seven supermajor oil companies. This French-integrated giant is another excellent way to play the energy sector from the European side. It sports a massive 4.87% dividend. TotalEnergies SE (NYSE: TTE) is an integrated oil and gas company with a global presence.

The company operates through four segments:

Exploration and production Integrated Gas Renewables and power Refining, chemicals, marketing, and services The company’s Exploration & Production segment involves oil and natural gas exploration and production activities in approximately 50 countries.

The Integrated Gas, Renewables & Power segment engages in:

Liquefied natural gas (LNG) production Shipping, trading, and regasification activities Trading of liquefied petroleum gas (LPG), petcoke and sulfur, natural gas, and electricity Transportation of natural gas Electricity production from natural gas, wind, solar, hydroelectric, and biogas sources Energy storage activities; and development and operation of biomethane production units, as well as providing energy efficiency services The TotalEnergies Refining & Chemicals segment refines petrochemicals, including olefins and aromatics, as well as polymer derivatives such as polyethylene, polypropylene, polystyrene, and hydrocarbon resins. It also converts biomass and processes elastomers. This segment also trades and ships crude oil and petroleum products.

Its Marketing & Services segment produces and sells:

Lubricants Supplies and markets petroleum products, including bulk fuel, aviation and marine fuel, special fluids, compressed natural gas, LPG, and bitumen; and fuel payment solutions The company also operates approximately 15,500 service stations.

Wolfe Research has an Overweight rating with a $83 target price.

Western Midstream Partners While somewhat off the radar, this is the highest-yielding stock in the group, with an 8.84% dividend yield, and offers an outstanding entry point. Western Midstream Partners, LP (NYSE: WES) acquires, owns, develops, and operates midstream assets.

The Company is engaged in the business of gathering, compressing, treating, processing, and transporting natural gas, as well as gathering, stabilizing, and transporting condensate, natural gas liquids (NGLs), and crude oil. Additionally, the Company collects and disposes of produced water.

The  midstream assets are located in:

Texas New Mexico Colorado Utah Wyoming In addition, as a natural gas processor, the Company also buys and sells natural gas, NGLs, and condensate on its own behalf and as an agent for its customers under specific contracts. The Company’s subsidiaries include:

Western Midstream Operating GP, LLC Western Midstream Services, LLC Western Midstream Services Holdings, LLC Western Midstream Operating, LP Mizuho has an Outperform rating and a $46 target price.

Consider this Exchange Traded Fund (ETF) Those looking to avoid the pesky K-1s can always purchase shares in the ALPS Alerian MLP ETF (NYSE: AMLP), which pays a substantial 7.86% dividend. Investors receive a 1099 instead of a K-1. You will receive a K-1 from Energy Transfer and Western Midstream. 

Microsoft (MSFT 2.17%) has sold off heavily over the past few weeks. It's now down nearly 30% from its all-time high, which is a rare sell-off for one of the world's largest and most important tech companies. I believe right now is a rare buying opportunity, and investors should scoop up shares while the stock is cheap.

The stock price will be far higher in three years than it is today, and the price that it ends up at makes it a no-brainer buy.

Image source: Getty Images.

Microsoft is excelling in its chosen AI path Right now, AI sentiment is driving a lot of the market's action. Investors are worried about what the return on investment will be for all of the generative AI spending going on, and many of the AI hyperscalers are being hammered as a result. Microsoft is no exception, with it being down around 30% from its all-time high.

However, some AI stocks were starting to obtain absurd premiums despite mediocre growth, so was this Microsoft sell-off warranted? From a price-to-earnings standpoint, Microsoft now trades at the lowest level since the depths of the 2023 sell-off.

MSFT PE Ratio data by YCharts

That's a notable point, as market sentiment was more negative during that period than it is right now. Since 2020, Microsoft's average P/E multiple was 33, and I'll use that as the same valuation I'd expect it to return to after the stock has recovered. Now that we've set out our end valuation level, let's look at how quickly Microsoft is expected to grow over the next three years.

Azure is powering Microsoft's growth Microsoft is approaching the AI arms race differently than some of its peers. Instead of developing a generative AI model in-house, it's becoming a location where developers can access multiple generative AI models and choose the one that suits their purpose best. This neutral stance allows it to capitalize on the general rise of AI computing, rather than needing to go all-in on an internal model.

Still, Microsoft has a vested interest in OpenAI succeeding, as it owns a 27% stake in it. This investment is a true wild card, as Microsoft could be sitting on a massive gain if OpenAI goes public at around a $1 trillion valuation. I'll mostly ignore this in my valuation, as it's impossible to predict what OpenAI will be worth over the next few years.

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The biggest contributor to Microsoft's growth is Azure, its cloud computing wing. This division is the primary beneficiary of AI spending, as it's growing rapidly due to AI workloads coming online every day. Azure's revenue rose by 39% year over year in its last quarter -- a figure that could have been higher if management deployed some of its hardware that came online for external use rather than internal use. I doubt this division's growth will slow much over the next few years, as the demand is massive.

For its fiscal 2026 (ending June 30), Wall Street analysts expect Microsoft's revenue to grow at a 16% pace. In fiscal year 2027, they expect a 15% growth rate. While I won't be surprised if Microsoft exceeds these figures, I think they are strong base projections. For fiscal year 2027, they also expect earnings per share (EPS) of $19.02 on average. That's only year one and a half of the projection, so we still need to apply growth on top of that. If Microsoft sustains its 15% growth rate, then its expected EPS in three years will be $23.45.

If Microsoft returns to its 33 times earnings premium, that would value the stock at $774 per share. Currently, it trades at about $390, so this would essentially indicate that Microsoft's stock could double in three years. Most stocks double in seven years, not three, making Microsoft a fantastic buy right now.

In Brief

Posted:

2:07 PM PST · February 28, 2026

Image Credits:AaronP/Bauer-Griffin/GC Images / Getty Images Netflix stunned the entertainment world this week when it declined to raise its bid for Warner Bros. Discovery, setting the stage for Paramount Skydance to win ownership of the Hollywood studio.

At the time, Netflix co-CEOs Ted Sarandos and Greg Peters said that they were being financially disciplined. Now reporting in Bloomberg offers more details about why Netflix executives backed down from a bidding war that it seemed to win back in December. 

For one thing, the streaming giant’s shareholders seemed unconvinced that buying a Hollywood studio was the right move — Netflix’s share price was down 30% since announcing the acquisition, while the subsequent announcement that it was backing down sent Netflix stock up nearly 14%.

For another, Netflix’s commitment to the deal reportedly wavered after Paramount came in with an increased offer and seemed willing to go several more rounds in a bidding war.

By the time Sarandos met with Trump administration officials on Thursday, he may already have decided to concede. In fact, since Trump had previously warned him not to overpay, Sarandos reportedly told the president, “I took your advice.”

Meanwhile, employees at Warner Bros. now worry about major studio layoffs and conservative political pressure on CNN.

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For investors looking to put $1,000 toward buying shares in some growth stocks, I suggest they consider businesses with flywheels that help generate the outsized growth. A business flywheel is
a self-reinforcing cycle related to the company's operations that takes advantage of small, consistent actions compounded over time to create unstoppable momentum, propelling growth. Businesses that achieve this kind of momentum can make great investments.

Two stocks with business flywheels pushing them higher are MercadoLibre (MELI +1.01%) and Toast (TOST 1.51%). And fortunately for investors today, both stocks trade at reasonable valuations.

Image source: Getty Images.

1. MercadoLibre As of this writing, MercadoLibre's stock price is down 34% from its all-time high. But the flywheel that is keeping its business growing is undoubtedly still spinning. In the fourth quarter of 2025, the company grew its revenue by 45% year over year, marking its 28th consecutive quarter of greater than 30% top-line growth.

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Latin America's MercadoLibre has operations in e-commerce, financial technology (fintech), credit, advertising, logistics, and more. All parts of the business support growth in the others, which is why I call this a flywheel.

Fintech adoption at MercadoLibre continued to surge in Q4, with 27% monthly active user growth, bringing the total to 78 million users. More fintech users in Latin America is a huge benefit for e-commerce marketplaces, including MercadoLibre's platform. Accordingly, the company's Q4 gross merchandise volume (the dollar value of sales on its platform) took a huge 37% step forward, boosted by more active buyers.

MercadoLibre's flywheel clearly has incredible momentum. But investors don't seem too impressed. The stock now trades at its cheapest price-to-sales valuation since the Great Recession, which I believe is a bargain too good to pass up.

Data by YCharts.

2. Toast In fairness to the detractors, MercadoLibre is boosting adoption by offering more free shipping, which is a headwind for profit margins. For investors concerned about this pressure on margins, they might want to instead consider restaurant technology company Toast: It should enjoy a margin tailwind as it grows.

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Toast sells payment-processing hardware at a loss. These devices are sold when it gains new customers. Therefore, growth naturally leads to a one-time hit to profits. Toast also processes payments, but competition keeps these margins razor-thin.

However, Toast also has subscription software solutions for its restaurant customers. And these subscription products had a gross margin of 70% in 2025. This is the real moneymaker for the business. And in the fourth quarter of 2025, the company's annual recurring revenue (ARR) hit $2 billion, growing 26% year over year.

According to management, Toast adds new customers more easily in markets where it has high market share because there's greater brand awareness among operators. This creates the flywheel. Adding new customers is a short-term profit headwind. But if it retains its customers, it eventually turns into a tailwind as subscription services take over the revenue mix.

Toast's management believes it has a path to $10 billion in ARR, which would almost assuredly generate substantial profits at that scale. With the stock trading down nearly 50% from its highs and trading at 2.5 times its sales, I believe that Toast is a growth stock to buy now.

Growth is often an extremely beneficial trait for an investment. MercadoLibre and Toast both have flywheels to keep the growth going for the foreseeable future, which is why I like both stocks today.

What happenedAccording to an SEC filing dated February 27, 2026, Cross Staff Investments Inc established a new position in Professionally Managed Portfolios - Akre Focus ETF (AKRE +0.00%) by purchasing 289,630 shares. The estimated value of the purchase was $18.97 million.

What else to knowThis was a new position in AKRE, representing 10.45% of the fund’s 13F reportable AUM as of December 31, 2025

Top five holdings after the filing:

NYSE:AKRE: $18.97 million (10.45% of AUM)NASDAQ:COST: $16.04 million (8.8% of AUM)NASDAQ:AAPL: $12.43 million (6.8% of AUM)NYSE:BRK.B: $8.16 million (4.5% of AUM)NASDAQ:AMZN: $6.23 million (3.4% of AUM)As of Feb. 28, 2026, shares were priced at $56.14, down 20.61% over the past year and underperforming the S&P 500 by 37.97 percentage points.

Company overviewMetricValuePrice (as of market close Feb. 27, 2026)$56.14AUM$8.42 billionIndustryAsset ManagementCompany snapshotAkre Focus ETF offers a diversified portfolio of U.S. equities, including common and preferred stocks, as well as equity-like instruments such as REITs, partnership interests, and convertible securities.

It operates by identifying companies with high returns on capital, strong management teams, and reinvestment opportunities, aiming to acquire these at reasonable valuations and actively managing positions based on valuation and investment thesis.

AKRE employs a disciplined, quality-focused investment strategy, concentrating on U.S. companies with strong shareholder returns and proven management. The fund's flexible mandate allows for selective investments across market capitalizations and security types, supporting both growth and risk management objectives.

The ETF's competitive edge lies in its rigorous selection process and willingness to allocate capital dynamically, selling positions when valuations become excessive or superior opportunities arise. This approach is designed to deliver sustained value for investors seeking long-term capital appreciation.

What this transaction means for investorsAkre Focus ETF is an actively-managed fund that aims for above-average returns over time by hand-selecting companies with high potential for consistent growth.

The fund is somewhat diversified, as it requires that no more than 25% of assets be allocated to a single stock and that no more than 35% be devoted to international stocks. But with under 20 holdings, it’s much more concentrated than many other ETFs.

NYSE: AKREProfessionally Managed Portfolios - Akre Focus ETF

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While it’s outperformed the S&P 500 for much of its history since its launch in 2009, it’s faltered in recent years, with its price sinking by more than 20% over the past 12 months. While that could make it a more affordable time to stock up, increased volatility is a risk investors should consider before buying.

AKRE also focuses on small- and mid-cap stocks in its portfolio, which can carry additional risks. Smaller companies tend to be more volatile than their larger counterparts, but they also often have greater earning potential. Between this ETF’s narrow focus on a relatively few stocks and its emphasis on smaller companies, it could be a higher-risk, higher-reward investment.

Katie Brockman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Apple, Berkshire Hathaway, and Costco Wholesale. The Motley Fool has a disclosure policy.

New York, New York--(Newsfile Corp. - February 28, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Nidec Corporation (OTC: NJDCY) resulting from allegations that Nidec may have issued materially misleading business information to the investing public.

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

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/submit-form/?case_id=47559 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: On September 3, 2025, after market close, CNBC published an article entitled "Nidec shares plunge 22% as China unit probe finds accounting issues tied to management." The article further stated that shares of Nidec fell "after the company announced a probe into allegations of improper accounting in its group. This marks the largest one-day drop in the Japanese electronics components manufacturer's shares."

On this news, Nidec's American Depositary Receipts ("ADRs") fell 22.7% on September 4, 2025.

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

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

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

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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/285752

Source: The Rosen Law Firm PA

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

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Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In CoreWeave (CRWV) To Contact Him Directly To Discuss Their Options

If you purchased or acquired CoreWeave securities between March 28, 2025 and December 15, 2025, and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Melissa Fortunato directly at (212) 355-4648.

Click here to participate in the action.

NEW YORK, Feb. 28, 2026 (GLOBE NEWSWIRE) --

What’s Happening:

Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against CoreWeave, Inc. (“CoreWeave” or the “Company”) (NASDAQ:CRWV) in the United States District Court for the District of New Jersey on behalf of all persons and entities who purchased or otherwise acquired CoreWeave securities between March 28, 2025 and December 15, 2025, both dates inclusive (the “Class Period”). Investors have until March 13, 2026 to apply to the Court to be appointed as lead plaintiff in the lawsuit.
Allegation Details:

The lawsuit alleges that Defendants issued false and misleading statements and/or failed to disclose that: (i) Defendants had overstated CoreWeave’s ability to meet customer demand for its service; (ii) 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; and (iii) the foregoing was reasonably likely to have a material negative impact on the Company’s revenue.
Next Steps:

If you purchased or otherwise acquired CoreWeave shares and suffered a loss, are a long-term stockholder, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Melissa Fortunato by email at [email protected], telephone at (212) 355-4648, or by filling out this contact form. There is no cost or obligation to you.
About Bragar Eagel & Squire, P.C.:

Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, South Carolina, and California. The firm represents individual and institutional investors in securities, derivative, and commercial litigation as well as individuals in consumer protection and data privacy litigation. The firm has a nationwide practice and routinely handles cases in both federal and state courts. For more information about the firm, please visit www.bespc.com. Attorney advertising. Prior results do not guarantee similar outcomes.

Follow us for updates on LinkedIn and Facebook, and keep up with other news by following Brandon Walker, Esq. on LinkedIn.

Contact Information:

Bragar Eagel & Squire, P.C.
Brandon Walker, Esq.

Melissa Fortunato, Esq.
(212) 355-4648
[email protected]
www.bespc.com

New York, New York--(Newsfile Corp. - February 28, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of securities of Franklin BSP Realty Trust, Inc. (NYSE: FBRT) between November 5, 2024 and February 11, 2026, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 27, 2026 in the securities class action first filed by the Firm.

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

WHAT TO DO NEXT: To join the Franklin BSP Realty Trust, Inc. class action, go to https://rosenlegal.com/submit-form/?case_id=53434 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

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

DETAILS OF THE CASE: According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) Defendants recklessly overstated Franklin BSP Realty Trust's prospects; (2) Defendants recklessly overstated Franklin BSP realty Trust's ability to maintain the $0.355 dividend; and (3) as a result, defendants' statements about Franklin BSP Realty Trust's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Franklin BSP Realty Trust class action, go to https://rosenlegal.com/submit-form/?case_id=53434 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

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

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

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

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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/285767

Source: The Rosen Law Firm PA

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Interactive Brokers (IBKR 4.54%) built its reputation on efficiency, precision, and global reach. For decades, it has served sophisticated traders and institutions with a platform designed to minimize cost and maximize execution quality.

But the brokerage industry isn't static. In 2026, competition looks different from what it did even five years ago. The question isn't whether Interactive Brokers has an edge -- it does. The real question is whether that edge remains durable as the industry evolves.

Three forces will likely shape that answer.

Image source: Getty Images.

Pricing pressure isn't going away Zero-commission trading permanently reshaped investor expectations. Even though Interactive Brokers never built its brand on being "free," it still operates in an environment where pricing pressure is structural.

Revenue per contract can fluctuate as competition intensifies and exchanges adjust fee structures. Large incumbents compete aggressively on price while retail-focused platforms simplify onboarding and remove friction, often subsidizing trading through alternative revenue streams.

For Interactive Brokers, the risk isn't sudden collapse. It's a gradual compression.

If industrywide pricing declines across equities, options, or futures, Interactive Brokers must rely even more heavily on operating leverage to protect margins. Fortunately, its automated infrastructure gives it a meaningful cost advantage. Expenses scale slowly relative to revenue.

But pricing power still matters. Over time, sustained fee compression can influence return on equity and earnings growth, even for efficient operators.

The silver lining is that Interactive Brokers' core clients -- active traders, advisors, and institutions -- tend to be less price-sensitive than casual retail users. They care about execution quality, margin rates, and global access. That loyalty helps.

Still, scale and efficiency must continue offsetting industrywide fee pressure. Cost leadership is an advantage. It is not immunity.

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The rise of AI and changing platform expectations Another structural shift is technological.

Artificial intelligence (AI) is increasingly embedded in portfolio construction, risk analytics, and financial advice. Emerging platforms promote AI-driven trading signals, automated strategy building, and personalized dashboards.

Interactive Brokers has always been technology-first. Its strength lies in infrastructure, risk management, and execution quality. So, the risk isn't that Interactive Brokers lacks technology. It's possible that the definition of "best platform" may change.

If retail and semi-professional investors begin prioritizing AI-enhanced insights over execution precision, the competitive battleground could shift toward user experience rather than backend strength.

To be fair, Interactive Brokers will likely integrate more intelligent tools over time. But it must do so without undermining its disciplined architecture. In particular, its culture favors stability over rapid experimentation. So, in some ways, this is a strategic balancing act: Evolve the interface without destabilizing the engine.

The companies that succeed over the next decade won't just execute trades efficiently. They'll integrate intelligence into workflows. Whether Interactive Brokers leads or follows in that transition will influence how durable its edge remains.

Retail expansion vs. institutional depth Interactive Brokers has meaningfully broadened its retail footprint. Account growth has accelerated and younger investors are discovering the platform. That expansion is positive. A larger client base deepens liquidity, increases balances, and strengthens network effects.

But retail clients behave differently from institutions.

They are more sensitive to market sentiment. They trade less consistently across cycles. They often value simplicity over customization. As such, they may migrate toward platforms that emphasize design, education, and community features.

Interactive Brokers' historical strength has been depth -- global access, advanced tools, sophisticated order routing, and institutional-grade risk management. Maintaining that identity while expanding retail appeal requires discipline. Lean too far into simplification, and Interactive Brokers risks diluting the very features that attract serious capital. Stay too institutional, and it may limit retail growth relative to more consumer-focused competitors.

This tension is not a flaw. It is a strategic crossroads.

The brokerage industry increasingly rewards platforms that can serve both segments without confusing their identity. Whether Interactive Brokers can scale retail without compromising institutional depth will define much of its competitive trajectory over the next few years.

What does it mean for investors? Interactive Brokers doesn't compete on hype. It competes on design.

Its infrastructure, global reach, and cost discipline remain formidable advantages. But the brokerage industry continues to evolve -- toward lower pricing, AI-enhanced tools, and more retail-centric experiences.

Interactive Brokers doesn't need to reinvent itself. But it must adapt carefully, preserving the engineering philosophy that underpins its efficiency while meeting changing user expectations.

For long-term investors, the key question isn't whether Interactive Brokers has an edge today. It's whether that edge strengthens -- or slowly narrows -- as the industry changes.

Because in financial services, competitive advantages rarely disappear overnight. They erode quietly -- or compound steadily -- depending on how management responds. Either way, investors should keep a close eye on the company's performance in the coming quarters.

, /PRNewswire/ --

Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Trip.com Group Limited (NASDAQ: TCOM) resulting from allegations that Trip.com Group Limited may have issued materially misleading business information to the investing public.

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

What to do next: To join the prospective class action, go to https://rosenlegal.com/submit-form/?case_id=50668 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

What is this about: On January 14, 2026, Investing.com published an article entitled "Trip.com stock falls after Chinese regulators launch antitrust probe." The article stated that Trip.com stock fell after "the Chinese travel service provider disclosed it is under investigation by China's market regulator for potential antitrust violations."

On this news, Trip.com American Depositary Shares ("ADS") fell 17% on January 14, 2026.

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

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

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Contact Information:

      Laurence Rosen, Esq.
      Phillip Kim, Esq.
      The Rosen Law Firm, P.A.
      275 Madison Avenue, 40th Floor
      New York, NY 10016
      Tel: (212) 686-1060
      Toll Free: (866) 767-3653
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SOURCE THE ROSEN LAW FIRM, P. A.

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Jim Cramer made a bold call this week: Walt Disney (NYSE:DIS) should acquire Norwegian Cruise Line Holdings (NYSE:NCLH) valued roughly around $11 billion right now, pointing to what he called a “big ship shortage” driving demand across the cruise industry. It’s a provocative idea, but the timing and logic are worth unpacking.

The Ship Shortage Is Real Cramer’s core thesis has legs. The cruise industry is in a genuine capacity crunch. Royal Caribbean (NYSE:RCL) just unveiled plans to add 10 additional river cruise ships by 2031 while launching a third Icon Class ship and posting record revenues of $17.9 billion. Norwegian itself just signed a long-term deal with Fincantieri for three new ships with deliveries scheduled through 2036-2037. Shipyards are booked out for years.

Norwegian’s own expansion plan calls for 13 additional ships by 2036, adding over 38,000 berths to its current fleet of 34 ships and 71,000+ berths. Demand is clearly outpacing supply industry-wide.

Does the Deal Make Sense for Disney? Disney’s Experiences segment just posted a record $10 billion in Q1 FY2026 revenue, and the company already has cruise line expansion baked into its growth roadmap. Buying Norwegian would be a massive shortcut, instantly adding three premium brands (Norwegian, Oceania, Regent Seven Seas) and a large existing fleet rather than waiting years for new ships to be built.

The problem is the balance sheet math. Disney has $5.68 billion in cash and posted negative free cash flow of $2.28 billion in Q1 2026 due to heavy capital expenditures. An $11 billion deal would require significant debt financing, and Norwegian itself carries roughly $20 billion in total liabilities against $22.2 billion in assets — meaning Disney would be absorbing a highly leveraged company onto an already stretched balance sheet.

Norwegian’s Own Story Is Getting Complicated Norwegian isn’t a clean acquisition target right now. Elliott Investment Management just acquired a 10%+ stake and is pushing its “Norwegian Now” plan to triple the company’s valuation. A new CEO, John Chidsey, was just appointed. Wells Fargo maintains an Underweight rating, flagging execution concerns and cost discipline issues.

NCLH shares have rallied roughly 19% over the past month to around $24.79, putting the market cap closer to $11-12 billion.

The Bottom Line Cramer’s instinct about the ship shortage is grounded in real supply dynamics, and Disney’s cruise ambitions make Norwegian a conceptually interesting fit. But with Disney navigating a CEO transition, negative near-term free cash flow, and Norwegian carrying activist pressure and heavy debt, this deal would be as complicated as it is creative. Whether Disney’s next chapter is built around physical experiences rather than screens, and whether new leadership under Josh D’Amaro is bold enough to pursue a deal this large, remains to be seen.

Oklo (OKLO 8.66%) is a nuclear fission and nuclear recycling specialist that is trying to revolutionize the energy space. The company went public in May 2024 through a merger with a special purpose acquisition company (SPAC).

Oklo's business is still in a pre-revenue state, and the outlook for the company's energy technologies remains highly speculative. While rising energy demands connected to artificial intelligence (AI) data center trends have helped promote big valuation gains for the company, its path to getting its nuclear fission tech to a viable commercial state is still highly uncertain.

Image source: Getty Images.

Could Oklo become a high-yield dividend stock? If Oklo shifts into posting reliable profits and free cash flow from which it can pay dividends, shareholders who buy the stock at today's prices will likely see massive capital appreciation in addition to enjoying dividend yields that could look huge in relation to the company's current share price. On the other hand, investors should understand that there is still a long way to go before the company can reach a position where it makes sense to consistently pay a meaningful dividend.

Many companies in the energy sector pay reliable dividends with sizable yields and reliable payout growth. For example, ExxonMobil has increased its dividend on an annual basis for 43 years running -- and its stock currently sports a yield of roughly 2.7%. Meanwhile, Brookfield Renewable sports a 4.6% yield. While these two companies have vastly different business models, they are both well established players in their respective corners of the energy market and reliably generate strong cash flows from which to pay dividends.

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As of this writing, Oklo stock is up roughly 97% over the last year. The company does not currently pay a dividend, but breakthroughs for its nuclear fission tech could pave the way for it to begin returning cash directly to shareholders through regular dividend payments.

In last year's third quarter, Oklo posted an operating loss of $36.3 million on zero revenue. On the other hand, the loss actually looks relatively small when viewed in the context of the highly capital intensive nature of being an upstart player in the energy space. Oklo ended the third quarter with cash and short-term equivalents totaling approximately $1.2 billion, but the business is still in a developmental phase.

If Oklo reaches a point where it can reliably pay dividends, investors who buy the stock at today's prices and hold on a long-term timeline could wind up banking stellar yields. On the other hand, betting that the company will make it to that point remains highly speculative.

Keith Noonan has no position in any of the stocks mentioned. The Motley Fool recommends Brookfield Renewable. The Motley Fool has a disclosure policy.

HomeMarketsCommodities CornerCommodities CornerReports say Iran’s military is not allowing passage through the crucial maritime waterway known as the Strait of HormuzPublished: Feb. 28, 2026 at 2:39 p.m. ET

Sealing the Straight of Hormuz would be the economic equivalent of pulling the fire alarm in a crowded theatre, says SPI Asset Management. Photo: MarketWatch photo illustration/Getty Images, iStockphotoThe U.S. and Israel’s attack on Iran raised alarms on Saturday that a key regional source of the world’s crude oil may now be at risk, sparking talk of a return to $100-a-barrel oil prices.

The Strait of Hormuz, a maritime chokepoint vital to the world’s crude-oil exports, has come into sharp focus as fears of a broader regional conflict grow. The strait is crucial because it allows cargo ships to pass the Persian Gulf, the Gulf of Oman and the Arabian Sea, facilitating the production and flow of crude oil from the Middle East. The region is home to five of the world’s top 10 biggest producers.

New York, New York--(Newsfile Corp. - February 28, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of CoreWeave, Inc. (NASDAQ: CRWV) between March 28, 2025 and December 15, 2025, both dates inclusive (the "Class Period"), of the important March 13, 2026 lead plaintiff deadline.

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

WHAT TO DO NEXT: To join the CoreWeave class action, go to https://rosenlegal.com/submit-form/?case_id=50571 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than March 13, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

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

DETAILS OF THE CASE: According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) defendants had 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 CoreWeave's revenue; (4) as a result, CoreWeave's public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the CoreWeave class action, go to https://rosenlegal.com/submit-form/?case_id=50571 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

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

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

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

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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/285763

Source: The Rosen Law Firm PA

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Immunic Inc (NASDAQ:IMUX) earlier this week outlined how a newly secured up to $400 million private placement is set to support completion of late-stage trials and prepare the company for a potential commercial launch of vidofludimus calcium in multiple sclerosis.

Speaking to Proactive, CEO Dr Daniel Vitt described the financing as “a transformative transaction for the company,” noting that $200 million has already been received, with the remainder available in a second tranche.

He said the raise equips the company with the flexibility required to transition into a commercial-stage organization as it approaches a pivotal data milestone.

The primary near-term catalyst is the Phase 3 ENSURE program in relapsing multiple sclerosis (RMS), comprising two twin studies. Vitt confirmed that an interim analysis conducted in 2024 resulted in the Independent Data Monitoring Committee recommending the trials continue as planned.

Topline data from the four-year, 2,200-patient program is expected at the end of the year.

Proactive: Hello, you're watching Proactive. I'm joined by Immunic CEO Dr Daniel Vitt. Daniel, very good to speak with you. Immunic recently closed an up to $400 million private placement financing, with $200 million received immediately. Can you walk us through the details of the transaction, please?

Dr Daniel Vitt: It was a great transaction and a transformative transaction for the company. As you know, the company is approaching Phase 3 readout and starting the preparations for commercial launch of vidofludimus calcium. This raise equips the company with the right financing and the flexibility to prepare a perfect transition into a commercial-stage company.

With the fresh capital from the first tranche, the company is well funded beyond the Phase 3 ENSURE readouts and potential NDA filing in RMS. Can you update us on cash reach and what the financing covers?

The full financing, which would include the second tranche, would cover more or less everything. The most important priorities are to complete the Phase 3 studies in relapsing MS at the end of the year and to prepare the NDA submission in the middle of next year. In parallel, the company now has the ability to kick off the Phase 3 study in primary progressive MS, addressing an area of high unmet medical need. Considering the challenges and failures of other drugs in that space, this opens a wide space for vidofludimus calcium. It is an important step for the company.

You mentioned the important Phase 3 ENSURE readout coming up at the end of the year. Can you remind us of the study details and what investors will see when topline data is reported?

The company has two ongoing Phase 3 twin studies. An interim analysis was conducted in 2024, and the IDMC gave the green light to continue as planned. The topline data is expected at the end of the year.

What would be the next steps for vidofludimus calcium in relapsing MS?

Clearly, the next step would be the FDA submission. Preparations are ongoing to submit for approval first in the United States with the FDA. In parallel, the company will kick off the Phase 3 study in primary progressive MS.

In a recent update, the company commented on organizational and leadership changes. Can you tell us how Immunic plans to transform into a commercial organization?

The company already started that process some time ago. Morphing from an R&D organization into a sales organization is a significant step in the history of a biotech company. The company agreed to search for a more commercially sales-oriented CEO to come in soon. As part of that transition, I would go back to my roots and focus more on scientific work within the company.

Final question, what else can we expect from Immunic this year?

There are important milestones ahead. The Phase 3 readout of a four-year, 2,200-patient MS study is a major event. Kicking off primary progressive MS is another key development enabled by the financing. The company is exclusively focused on these priorities right now. Everything else, we will see.

Quotes have been lightly edited for style and clarity

New York, New York--(Newsfile Corp. - February 28, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Kyndryl Holdings, Inc. (NYSE: KD) between August 7, 2024 and February 9, 2026, both dates inclusive (the "Class Period"), of the important April 13, 2026 lead plaintiff deadline in the securities class action first filed by the Firm.

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

WHAT TO DO NEXT: To join the Kyndryl class action, go to https://rosenlegal.com/submit-form/?case_id=38139 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 13, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

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

DETAILS OF THE CASE: According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) Kyndryl's financial statements issued during the Class Period were materially misstated; (2) Kyndryl lacked adequate internal controls and at times materially understated issues with its internal controls; (3) as a result, Kyndryl would be unable to timely file its Quarterly Report on Form 10-Q for the quarter ended December 31, 2025; and (4) as a result, defendants' statements about Kyndryl's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Kyndryl class action, go to https://rosenlegal.com/submit-form/?case_id=38139 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

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

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

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

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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/285745

Source: The Rosen Law Firm PA

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New York, New York--(Newsfile Corp. - February 28, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Vital Farms, Inc. (NASDAQ: VITL) resulting from allegations that Vital Farms, Inc. may have issued materially misleading business information to the investing public.

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

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/submit-form/?case_id=54670 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: On February 26, 2026, MarketBeat published an article entitled "Vital Farms (NASDAQ: VITL) Shares Gap Down Following Weak Earnings". The article stated that Vital Farms stock price "gapped down before the market opened on Thursday after the company announced weaker than expected quarterly earnings."

On this news, Vital Farms stock fell 10.8% on February 26, 2026.

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

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

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

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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/285709

Source: The Rosen Law Firm PA

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New York, New York--(Newsfile Corp. - February 28, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Varonis Systems, Inc. (NASDAQ: VRNS) between February 4, 2025 and October 28, 2025, both dates inclusive (the "Class Period"), of the important March 9, 2026 lead plaintiff deadline.

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

WHAT TO DO NEXT: To join the Varonis class action, go to https://rosenlegal.com/submit-form/?case_id=50337 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than March 9, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

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

DETAILS OF THE CASE: According to the lawsuit, defendants made materially false and/or misleading statements and or failed to disclose that: (1) Varonis would not be able to maintain ARR projections while converting both its federal and non-federal existing on-prem customers to the software-as-a-service ("SaaS") alternative offering; (2) Varonis was not equipped to convince existing users of the benefits of converting to the SaaS offering or otherwise maintain these customers on its platform, resulting in significantly reduced ARR growth potential in the near-term; and (3) as a result of the foregoing, defendants' positive statements about Varonis' business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Varonis class action, go to https://rosenlegal.com/submit-form/?case_id=50337 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

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

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

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

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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/285667

Source: The Rosen Law Firm PA

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Leonardo S.p.a. (FINMY) Q4 2025 Earnings Call Transcript

New York, New York--(Newsfile Corp. - February 28, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of DNOW Inc. (NYSE: DNOW) resulting from allegations that DNOW Inc. may have issued materially misleading business information to the investing public.

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

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/submit-form/?case_id=53946 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: On February 20, 2026, StockStory published an article entitled "Why DNOW (DNOW) Shares Are Getting Obliterated Today." The article stated that DNOW shares fell "after the company reported disappointing fourth-quarter 2025 financial results, which included a significant loss and missed Wall Street's expectations."

On this news, DNOW stock fell 19.1% on February 20, 2026.

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

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

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

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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/285706

Source: The Rosen Law Firm PA

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NuScale Power (SMR 3.60%), the nuclear technology company, saw its stock hit a 52-week high of $57 in October 2025 before imploding. Now the stock trades at just above $13 a share, with a decline of almost 18% in 2026.

If you had bought NuScale at $57 and held on until it fell to $13, your investment would have lost about three-quarters of its original value.

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That's a harsh lesson in volatility. But it's not all doom and gloom. NuScale is gaining momentum again. And, with the price check behind it, this nuclear energy stock could easily trade above $20 before the end of the year.

Image source: Getty Images.

NuScale's first project gets the green light If you've watched NuScale Power stock for any length of time, you know the predicament: It is currently the only U.S. company that has a small modular reactor (SMR) design licensed by the Nuclear Regulatory Commission, yet it also lacks a firm sale of that technology.

The company has had some projects lined up, including one with the Idaho National Labs, which was cancelled due to higher than expected construction costs. But none have gone through construction, and, as such, NuScale's technology does not exist commercially out in the wild.

That, however, looks like it's going to change.

One of NuScale's most promising projects, an SMR power plant construction in Romania, just moved into the implementation phase. The project, in conjunction with RoPower Nuclear, will see six of NuScale's SMRs deployed for a total of 462 megawatts of power generation capacity.

The kicker? Commercial operations are expected in 2033 -- a seven-year wait.

But that's not all in the works for this SMR developer. In late 2025, NuScale agreed to deploy up to six gigawatts of SMR power generation across seven states for the Tennessee Valley Authority. That's about thirteen times larger than the RoPower project.

A $3 trillion nuclear opportunity Let's also not forget the larger opportunity that's dangling like low fruit in front of the nuclear sector: artificial intelligence (AI) and data centers.

To meet surging demand for electricity, global nuclear capacity will have to triple by 2050, according to research by Bank of America. Investment in the nuclear industry over that same span of time will reach $3 trillion, with SMR technology becoming a critical piece of that large buildout.

If NuScale captured even 5% of that $3 trillion investment, that could result in $150 billion in reactor deployments or other infrastructure adjacent projects tied to its technology.

Let's look at the full picture, though. NuScale hasn't deployed it technology at a large scale, and we don't know what operating costs will be. It's currently burning through cash, and revenue growth over the next two years will likely be steady but not explosive.

Data by YCharts

Analysts on average have assigned a price target of about $29 a share for NuScale stock, about 123% higher than today's price. The stock, however, is nowhere near stable, and it will be volatile until it can deploy its technology at a steady pace. The stock has potential to rise above $20 again. But only consider it if your investing style is aggressive and you can afford to part ways with your money.

Did you buy PYPL common stock between February 25, 2025, and February 2, 2026?

Affected PayPal Holdings, Inc. Investor Summary

Who: PayPal Holdings, Inc. (NASDAQ: PYPL) What: Securities fraud class action lawsuit filed Class Period: February 25, 2025, through February 2, 2026 Deadline to Seek Lead Plaintiff Status: April 20, 2026 Key Lawsuit Allegations: Material misstatements and/or omissions concerning the company's projected revenue outlook and anticipated growth. Investor Action: Contact Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) for recovery options at no cost to investor , /PRNewswire/ -- Kessler Topaz Meltzer & Check, LLP (www.ktmc.com), a nationally recognized securities litigation law firm, informs investors that a securities fraud class action lawsuit has been filed against PayPal Holdings, Inc. (PayPal) (NASDAQ: PYPL) on behalf of those who purchased or acquired PayPal common stock between February 25, 2025, and February 2, 2026, inclusive. The lawsuit is filed in the United States District Court for the Northern District of California and is captioned Goodman v. PayPal Holdings, Inc., et al, Case No. 3:26-cv-01381 (N.D. Cal.). Investors have until April 20, 2026, to file for lead plaintiff status. 

CONTACT KTMC TO DISCUSS YOUR LEGAL RIGHTS:
If you purchased or acquired PayPal common stock and have lost money on your investment, you are encouraged to contact KTMC attorney Jonathan Naji, Esq. at:

(484) 270-1453 [email protected] https://www.ktmc.com/pypl-paypal-holdings-inc-class-action-lawsuit?utm_source=PR_Newswire&utm_medium=pressrelease&utm_campaign=pypl&mktm=PR There is no cost or obligation to speak with an attorney.

Learn more about PayPal Holdings, Inc. on YouTube:

PayPal Holdings, Inc. Securities Class Action Lawsuit (long video) PayPal Holdings, Inc. Securities Class Action Lawsuit (short video) PAYPAL HOLDINGS, INC. CLASS ACTION LAWSUIT - COMPLAINT ALLEGATION SUMMARY: 
The complaint alleges that, throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about PayPal's business and operations. Specifically, Defendants created the false impression that they possessed reliable information pertaining to PayPal's projected revenue outlook and anticipated growth while also minimizing risk from seasonality and macroeconomic fluctuations. In truth, PayPal's optimistic plan for growth through various initiatives to bolster PayPal's Branded Checkout offerings fell short of reality as the 2027 targets were not achievable under the tenure of PayPal's CEO and required both an unrealistically stable consumer landscape and strong execution with clear direction from PayPal and its management.

Why did PayPayl's Stock Drop?
On February 3, 2026, PayPal announced a surprise leadership change replacing the company's CEO. The leadership change coincided with PayPal's fourth quarter and full year 2025 earnings report, wherein PayPal missed consensus estimates for both revenue and profit. On this news, PayPal's stock price fell $10.63, or 20.3%, to close at $41.70 per share on February 3, 2026. 

WHAT PYPL INVESTORS CAN DO NOW:

File to be lead plaintiff by April 20, 2026. Contact KTMC for a free case evaluation. All representation is on a contingency fee basis, there is no cost to you. Retain counsel of choice or take no action. THE LEAD PLAINTIFF PROCESS FOR PAYPAL HOLDINGS, INC. INVESTORS:
PayPal investors may, no later than April 20, 2026, seek to be appointed as a lead plaintiff representative of the class through Kessler Topaz Meltzer & Check, LLP or other counsel, or may choose to do nothing and remain an absent class member. A lead plaintiff is a representative party who acts on behalf of all class members in directing the litigation. The lead plaintiff is usually the investor or small group of investors who have the largest financial interest and who are also adequate and typical of the proposed class of investors. The lead plaintiff selects counsel to represent the lead plaintiff and the class and these attorneys, if approved by the court, are lead or class counsel. Your ability to share in any recovery is not affected by the decision of whether or not to serve as a lead plaintiff.

Kessler Topaz Meltzer & Check, LLP encourages PayPal investors to contact the firm for more information.

ABOUT KESSLER TOPAZ MELTZER & CHECK, LLP (KTMC):
Kessler Topaz Meltzer & Check, LLP (KTMC) is a leading U.S. plaintiff-side law firm focused on securities-fraud class actions and global investor protection. The firm represents individual investors as well as institutions, such as major pension funds, asset managers, and international investors. KTMC has led some of the largest recoveries in securities litigation and has been recognized by peers and the legal media with numerous accolades, including The National Law Journal's Plaintiff's Hot List and Trailblazers in Plaintiffs' Law, BTI Consulting Group's Honor Roll of Most Feared Law Firms, The Legal Intelligencer's Class Action Firm of the Year, Lawdragon's Leading Plaintiff Financial Lawyers, and Law360's Titans of the Plaintiffs Bar. The firm operates globally with offices in Pennsylvania and California. KTMC has recovered over $25 billion for our clients and the classes they represent. For more information about Kessler Topaz Meltzer & Check, LLP, please visit www.ktmc.com. The complaint in this matter was not filed by KTMC.

CONTACT:
Jonathan Naji, Esq.
(484) 270-1453
280 King of Prussia Road
Radnor, PA 19087
[email protected] 

May be considered attorney advertising in certain jurisdictions. Past results do not guarantee future outcomes.

SOURCE Kessler Topaz Meltzer & Check, LLP

It's easy to think that Amazon's (AMZN +1.04%) best days must be behind it. The company has grown from the garage of founder Jeff Bezos to become a multi-trillion-dollar enterprise in the span of only 30 years. It has become the leading force in e-commerce, forcing the entire retail industry to pivot and embrace online distribution and home delivery. And because it has embraced technology within its own business, Amazon has built up the expertise to offer groundbreaking tools to clients through its Amazon Web Services (AWS) division, and that business has become a leader in cloud computing.

Yet even though the company has grown so much already, Amazon's future still looks bright. Recently, CEO Andy Jassy went through all the ideas he has to help foster further expansion for the company. If Jassy can execute well in turning these ideas into popular products and services, then shareholders might look back on the mid-2020s as the time when Amazon truly realized its full potential. In this third and final article on Amazon for the Voyager Portfolio, you'll learn more about Jassy's plans and whether they'll come to fruition.

Image source: Amazon.

Concentrating on tech It's revealing that in discussing avenues for growth, Jassy starts with AWS. Amazon has seen a host of major companies choose AWS for migrating their IT infrastructure into the cloud, touting new agreements with OpenAI along with well-known giants in financial services, transportation, telecommunications, and technology. Perhaps more importantly for the future, more than 500 of the top start-ups in the U.S. are using AWS, and that bodes well for Amazon's prospects looking years ahead.

To address demand, Amazon is focusing on its own proprietary solutions. Its Graviton custom CPU silicon is more cost-effective than competing products and ensures that Amazon controls its supply chain. To help clients with AI adoption, Amazon has its Bedrock platform to optimize inference models. And with its Trainium line of AI chips, Amazon is squarely taking on Nvidia (NVDA 4.43%) and its early lead in dominating the market.

Most of the $200 billion in capital expenditures that Amazon has planned is targeted for AWS. That's because that's where so much of the growth is, particularly tied to AI workloads. Jassy is confident that Amazon will be able to keep monetizing this part of the business for a long time.

Keeping consumers happy Don't get the impression, though, that Jassy takes Amazon's e-commerce strength for granted. The CEO pointed to launches of new beauty and fashion brands, while its discount-retail Amazon Hall expanded to over 25 countries. Amazon has become the grocery of choice for over 150 million people in the U.S., combining Whole Foods physical store locations and online shopping options. Tests of AI agents could once again change the shopping experience for Amazon customers in ways that drive more sales.

The Prime service continues to add value. Prime Video has built a huge audience, lifted by NFL football coverage and other live sports. Prime now includes Alexa Plus, with new AI-powered chat capabilities and further integrations with popular consumer products. And in response to greater needs for connectivity, the Amazon LEO low-Earth-orbit satellite communications platform aims to bring the ubiquitous availability of satellite broadband to customers around the world.

Can Amazon stock keep climbing? Despite all these growth projects in the pipeline, Amazon has faced some resistance from its shareholders. Some investors are balking at the idea that such massive capital expenditures can truly pay off in the long run. Amazon shares have lagged in performance compared to peers.

Today's Change

(

1.04

%) $

2.16

Current Price

$

210.08

For those who see Amazon's AI aspirations as not only realistic but necessary, an underperforming stock is good news. It signals that a future rebound could lift the shares considerably. So although the smaller-company focus of the Voyager Portfolio makes Amazon a poor fit, those seeking to get broad-based exposure to AI stocks might still reasonably consider having it in their portfolios.

While Advanced Micro Devices (AMD 1.71%) shares were the ones that zoomed higher following its deal with Meta Platforms (META 1.29%), the deal is a good one for Meta as well.

As part of the deal, Meta will purchase 6 gigawatts of AMD's graphics processing units (GPUs), while also agreeing to be one of AMD's lead customers for its sixth-generation EPYC central processing units (CPUs).

In exchange, Meta will receive warrants for up to 160 million AMD shares. The warrants will vest based on GPU shipments and AMD's stock price. The 160 million shares, when vested, would be about a 10% stake in AMD based on its current share count.

Today's Change

(

-1.29

%) $

-8.50

Current Price

$

648.51

Is it time to buy Meta stock? Meta is betting big on artificial intelligence (AI), with plans to spend between $115 billion and $135 billion in capital expenditures (capex) this year alone. Earlier this month, Meta struck a deal with Nvidia to deploy both its GPUs and new Grace CPUs in its data centers. It will be the first large-scale deployment of Nvidia CPUs not directly tied to its GPUs.

A week later, Meta turned around and struck a deal with AMD. Meta nicely gets a large stake in the company, which essentially gives it a discount on its chip purchase. The social media giant has also reportedly been in talks with Alphabet to use its Tensor Processing Units in its data centers, while also reportedly working with Broadcom to develop its own custom AI application-specific integrated circuits.

This is a smart strategy as Meta looks to break away from its reliance on Nvidia for computing power. If Meta can successfully deploy AI chips from different vendors in its data centers, it should be able to help lower costs and diversify its supply chain.

At the same time, Meta securing CPUs from both AMD and Nvidia is another forward-thinking move. With the rise of agentic AI, it looks like CPUs are going to become increasingly important and perhaps the next bottleneck in the AI race. With these deals, Meta is looking to get ahead of this.

Image source: Getty Images.

Few companies have been as good as Meta at incorporating AI into their core business to drive growth. Its AI investments have been paying off with strong ad impressions and price growth, which helped the company grow its revenue by 24% last quarter. While Meta has been criticized for its AI infrastructure buildout plans by some investors, the company is getting a strong return on its spending, so investing heavily in this area makes sense.

Trading at a forward P/E of just 21 times, Meta looks like an attractive buy at these levels, and it also just got a nearly $35 billion stake in AMD as part of its spending plans. In my view, Meta is a top stock to own.

Geoffrey Seiler has positions in Alphabet, Broadcom, and Meta Platforms. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Meta Platforms, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.