Market Signal Briefing

TLDR Ripple unveiled a comprehensive whitepaper detailing its “Digital Prime Broker” framework designed for institutional and banking clients XRP and the XRP Ledger facilitate early settlement mechanisms through on-chain credit infrastructure Clients of Ripple Prime can now trade CFTC-regulated futures for Bitcoin, Ethereum, XRP, and Solana via Coinbase Derivatives with Nodal Clear settlement XRP Ledger’s Permissioned DEX enables institutional participation within a KYC/AML-compliant regulatory framework XRP currently hovers around $1.40, experiencing decline over the past 24-hour period Ripple has introduced a comprehensive whitepaper detailing its strategy to streamline institutional access to cryptocurrency markets. At the heart of this initiative is a “Digital Prime Broker” framework, with XRP serving as a fundamental component of the system’s functionality.

Have you read Ripple’s new whitepaper in full?$XRP isn’t just payments now. They’re expanding into institutional trading infrastructure

Onchain credit lines. Prime brokerage netting Transparent funding costs

Payments was the start. This is the next layer
NEW DEMAND FOR $XRP! pic.twitter.com/S9tWuKMasz

— X Finance Bull (@Xfinancebull) March 2, 2026

The primary objective addresses the currently disjointed approach institutions face when accessing digital asset markets. Presently, major financial entities navigate multiple trading partnerships, disparate credit arrangements, and substantial regulatory compliance burdens. Ripple’s proposed framework consolidates these elements into a unified access layer.

Within this architecture, a prime broker would provide on-chain credit facilities to brokers and market makers. This structure enables participants to tap into liquidity prior to standard settlement completion, accelerating transactions while improving capital efficiency.

The XRP Ledger manages settlement operations. According to Ripple, the platform supports accelerated settlement by facilitating on-chain credit lines that finance transactions before the conventional net settlement timeline concludes. Associated funding expenses are disclosed with complete transparency.

Ripple possesses existing infrastructure to support this vision. The firm’s acquisition of Hidden Road last year—now rebranded as Ripple Prime—provides an operational prime brokerage platform rather than merely a conceptual framework.

Permissioned DEX Opens Door for Regulated Institutional Trading A recently activated Permissioned DEX on the XRP Ledger represents a crucial element of this strategic initiative. This feature enables institutional trading on-chain while maintaining control over counterparty interactions through credential-based access restrictions.

This architecture embeds KYC and AML protocols directly into the trading infrastructure. For institutions operating under stringent regulatory mandates, this integrated compliance framework proves essential.

The Permissioned DEX effectively establishes a regulated pathway within a decentralized framework, addressing what has traditionally been a significant barrier to institutional cryptocurrency adoption.

Ripple Prime Now Offers Crypto Futures on Coinbase Ripple has further announced that Ripple Prime users can now access cryptocurrency derivatives through Coinbase Derivatives. Available products include futures contracts for Bitcoin, Ethereum, XRP, and Solana.

These contracts operate under CFTC regulation and trade continuously around the clock. Nodal Clear provides clearing services. With Ripple Prime maintaining a Futures Commission Merchant license, the platform delivers these products directly without intermediary involvement.

Coinbase additionally provides U.S. perpetual-style futures contracts, broadening the available product suite. In the previous month, Ripple Prime integrated Hyperliquid support, enabling client access to on-chain derivative products.

XRP trades near $1.40 currently, showing decline over the recent 24-hour window based on CoinMarketCap reporting.

SOL rebounds after dipping near $82, but analysts warn a break below $83 could trigger a deeper drop toward the $75 zone.

Solana (SOL) is navigating a tense period as traders closely monitor key support and resistance levels. The coin has experienced significant price swings over the past week, highlighting the influence of liquidity clusters and market structure on its short-term trajectory. Currently trading at $84.43 with a 24-hour decline of 2.2%, SOL shows a 6.7% gain over the past seven days, signaling ongoing volatility and trader uncertainty.

Liquidity Clusters Signal Potential MovesAnalyst TedPillows points out that SOL is concentrated around two major liquidity clusters. The first cluster sits near $95 on the upside, representing a modest resistance zone. 

Conversely, the downside features a larger liquidity cluster between $78 and $85, which could act as a magnet for price in the event of a decline. Consequently, a sweep of the lower cluster followed by a rebound appears plausible, as traders position themselves for a potential rally after testing support.

Mid-Range Defense Key for BullsAccording to Poseidon, the $83 level has emerged as a critical mid-range point for SOL. Bulls must maintain control here to prevent a decline toward $75, the next major liquidity zone. The coin recently faced rejection around $90–$92, reinforcing this range high as a significant resistance area. 

Source: X

If buyers can defend $83, SOL could stabilize and potentially retest the $90 level, maintaining short-term structure. However, a clean break below $83 would suggest sellers dominate, increasing the likelihood of a move toward range lows.

Market Sentiment and Speculative ActivityMilk Road observes that some traders consider SOL “cooked,” citing the weakened memecoin ecosystem that powered Solana’s speculative gains in 2024 and 2025. Yet, the crowd may overreact. 

After hitting $82, SOL rebounded to $94 over three days, showing that short-term support remains intact. While targets around $59 exist if support fails, these levels are not confirmed. Solana has historically withstood severe market disruptions, including the 2022 FTX collapse, suggesting resilience even during bearish trends.

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

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Posted: March 7, 2026

Jane Street and market manipulation often go hand in hand.

From a technical perspective, the firm’s involvement in the infamous 10 A.M. Bitcoin [BTC] moves can have dual effects – It may trigger risk-off sentiment, or it may act as a market test, revealing underlying resilience.

In line with this, a wallet linked to Jane Street recently transferred $19 million worth of Bitcoin, immediately drawing market attention. The question is – Does this signal another bearish phase, or will existing liquidity absorb the shock and reinforce market conviction?

Source: TradingView (BTC/USDT)

Notably, the timing of this move is critical.

Bitcoin began the week bullish, rallying by roughly 12% from the $65k support level. However, in the latter half of the week, nearly 8% of those gains were wiped out, leaving only about 3% of the weekly advance intact. The result? A long liquidity crunch.

Coinglass data revealed that traders liquidated nearly $200 million in the derivatives market within 48 hours. Especially as long positions closed following a week of sustained short squeezes.

In such an environment, Jane Street’s Bitcoin transfer might appear deliberate.

With BTC trapped in a volatility loop, such large moves can increase liquidation risk while creating opportunities for traders to profit. Hence, the key question is – Will this FUD trigger another corrective phase, or can underlying liquidity reveal the market’s resilience?

Jane Street move puts Bitcoin’s resilience to the test Given historical trends, absorbing this shock will be difficult.

Jane Street’s past actions provide some context though. The firm was sued for manipulating Bitcoin and played a role in the October crash last year, which triggered a 30%+ correction and drove market sentiment to all-time lows.

The question now is whether history will repeat itself. According to CryptoQuant, short-term hodlers are selling, with 27k BTC offloaded in the last 24 hours. This coincided with Bitcoin’s nearly 4% correction from the $70k-level.

Source: CryptoQuant

The lack of follow-through highlights Bitcoin’s weak underlying bid. 

ETF flows support this view too. Nearly $600 million flowed out over the past two days after peaking at roughly $1 billion in net inflows earlier this week. This simply reinforces the link between capital flows and BTC’s volatile weekly action.

In this environment, Jane Street’s $19 million Bitcoin move reflects strategic positioning rather than speculation. As the market slowly flips back to risk-off, this action could trigger another long squeeze, creating opportunities for bears to capitalize.

If this thesis holds, a crash could unfold, making this a key event to watch.

Final Summary Jane Street’s $19 million Bitcoin move tests market resilience as weak bids and ETF outflows highlight growing downside pressure. Market faces the risk of a cascading long squeeze, pushing Bitcoin towards another sharp corrective phase.

Cryptocurrency prices are tumbling as some investors take profits from the midweek rally to $74,000, while others shift toward safer assets amid escalating tensions in the Middle East. The conflict between the United States and Iran showed no signs of easing this week, with hostilities continuing to escalate across the region.

Bitcoin has dropped about 4.3% over the past 24 hours, hovering around $67,800 as of publication time, according to CoinGecko data.

This comes as U.S.-listed spot Bitcoin ETFs recorded their largest daily outflows in three weeks on March 5, with investors withdrawing roughly $228 million from the funds. The outflows highlight continued institutional caution toward Bitcoin, extending the risk-off sentiment that emerged after the market crash in early October.

The outflow trend was led by BlackRock’s iShares Bitcoin Trust (IBIT), which saw $89 million exit the fund on Thursday, according to data from Farside Investors. Fidelity Investments’s Wise Origin Bitcoin Fund (FBTC) followed with $48 million in outflows, while the Bitwise Bitcoin ETF (BITB) from Bitwise Asset Management recorded $46 million leaving the fund.

Thursday’s withdrawals represented the biggest single-day outflow since the $410 million exit recorded on Feb. 12. So far in 2026, cumulative inflows into spot Bitcoin ETFs stand at $3.58 billion, while total outflows have reached $4.49 billion amid a cautious macro backdrop.

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Solana ETFs Show Surprising Strength Despite 57% Price Drop Negative sentiment weighed on altcoin ETFs, with Ethereum funds recording $91 million in withdrawals. XRP and Solana ETFs also posted smaller redemptions of $6 million and $5 million, respectively.

Notably, the outflows from Solana ETFs represent their first losses since early February, although year-to-date inflows still stand at around $200 million. By comparison, XRP funds have attracted about $86 million in inflows so far this year.

According to Eric Balchunas, a senior ETF analyst at Bloomberg, Solana ETFs have attracted about $1.5 billion in cumulative inflows even though SOL’s price has fallen 57% since spot ETFs launched in July. Balchunas shared the figures in a Friday post on X.

“Yet they managed to not only accumulate $1.5 billion in flows but not really give any of it up,” Balchunas said, adding that many institutions have increased exposure to Solana in the fourth quarter of 2025. “Both are really good signs for the future,” Balchunas noted.

Crypto exchange-traded funds (ETFs) ended the week under pressure as bitcoin funds recorded a second consecutive day of heavy outflows. Ether, XRP, and solana ETFs also posted losses, marking another broad selloff across the sector.

Meanwhile, another analyst said that BTC's run could resume soon as long as it remains above $60,000.

Bitcoin’s deviation from its price compression below $70,000 didn’t last long despite the price surge to $74,000 on Wednesday, and the asset struggles below $68,000 as of press time.

Although it has essentially returned to its familiar trading range as of the past month, one analyst believes the best is yet to come, at least according to the BTC Inter-exchange Flow Pulse metric.

30 to 40 Days for the Next Rally? CW noted on X that the metric, which tracks the flows of BTC between spot and derivatives exchanges, had just formed a golden cross, which has acted as the catalyst for an “explosive upward movement” in the past. However, the rally hasn’t been instant after the formation of such a golden cross in previous years.

The analyst said that it took BTC roughly 30 days to go on a wild run after the bear market had ended in 2019. In 2023, the necessary timeframe went up by 10 days. As such, CW believes the next month could be similarly choppy for bitcoin as the previous one was, but added that “the trend has reversed, and an explosive upward rally is not far away.”

The $BTC Inter-exchange Flow Pulse (IFP) has formed a golden cross. This indicator’s golden cross marks the beginning of an explosive upward movement.

However, the rally did not begin immediately after the golden cross.

In 2019, the explosive upward movement began 30 days… https://t.co/QZDHPO9oZs pic.twitter.com/6oVS7mlG01

— CW (@CW8900) March 7, 2026

Late Bitcoin Buyers to Be Humiliated? Merlijn The Trader also weighed in on BTC’s current cycle and latest moves, indicating that the cryptocurrency’s patterns are quite obvious and easy to follow. After each “blow-off top,” which was the early October all-time high of over $126,000, the liquidity drains, momentum fades, and the price returns to the macro trendline.

In the case of the current cycle, that level sits around $60,000. He added that as long as BTC doesn’t lose that coveted support for good, the “cycle structure survives.”

You may also like: ‘Iran Will Be Hit Very Hard Today,’ Warns Trump: How Will BTC’s Price React? Analysis: Bitcoin Exchange Outflows Signal Holder Conviction Amid Hormuz Crisis Bitcoin Adoption and Offline Storage on the Rise Despite Weak Market Conditions (Santiment) THE BITCOIN CYCLE ALWAYS HUMILIATES LATE BUYERS.

After every blow-off top comes the same pattern.

Liquidity drains.
Momentum fades.
Price returns to the macro trendline.

That level now sits near 60K.

Hold it and the cycle structure survives.

Lose it and history may repeat. pic.twitter.com/XpPsAETajM

— Merlijn The Trader (@MerlijnTrader) March 7, 2026

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The U.S. Securities and Exchange Commission moved to end its civil case against Justin Sun and the Tron entities on March 5, 2026, after filing a proposed settlement in federal court. Under the deal, Rainberry Inc. would pay a $10 million civil penalty, while the SEC would dismiss its remaining claims against Rainberry and all claims against Sun, Tron Foundation Limited, and BitTorrent Foundation Ltd., if the court approves the resolution.

The SEC said the settlement covers its wash trading claim against Rainberry under Section 17(a)(3) of the Securities Act. The agency added that Rainberry would be permanently barred from violating that provision. At the same time, the regulator filed to dismiss a separate pending claim against DeAndre Cortez Way, known as Soulja Boy.

The case began in March 2023 and later expanded through an amended complaint in April 2024. The SEC had accused Sun and his companies of illegally distributing Tronix and BitTorrent tokens, inflating trading activity, and hiding payments to celebrity promoters. Reuters reported that the regulator alleged Sun generated about $31 million through fraudulent trades.

SEC narrows case to Rainberry wash trading claimIn its March 5 litigation release, the SEC said Rainberry allegedly facilitated wash trading in 2018 and 2019 to inflate TRX trading volume. The agency described wash trading as transactions without a real change in beneficial ownership, which can create a false picture of market demand.

The proposed judgment does not require Sun or the Tron entities to admit or deny wrongdoing on the settled claim. Reuters said the SEC confirmed that point in a letter to U.S. District Judge Edgardo Ramos in Manhattan. Court approval is still required before the settlement becomes final.

This outcome sharply reduces a case that once targeted several parts of the Tron ecosystem. Instead of pursuing the broader complaint through trial, the SEC is now asking the court to approve a narrower resolution centered on Rainberry and then close the rest of the action with prejudice.

Why the settlement matters nowReuters reported that the SEC paused the case in February 2025 to explore a possible resolution. The settlement now lands during a wider shift in U.S. crypto enforcement, as the agency has recently pulled back or reworked several digital asset cases filed in earlier years.

Sun said on X that the SEC had moved to dismiss all claims against him, the Tron Foundation, and the BitTorrent Foundation, adding that the resolution brought closure. The SEC did not offer further public comment beyond its filing and litigation release.

For Tron, the immediate result is legal relief, but the court still has the final word. Until Judge Ramos signs off, the $10 million settlement remains a proposed deal rather than a completed judgment.

Ethereum is testing a key breakout zone after two separate chart analyses pointed to narrow resistance levels just overhead. If buyers clear them, ETH could target higher supply zones, but if momentum fades, the price may slip back toward support.

Ethereum Price Faces Key Breakout Level at $2,147Ethereum approached a critical resistance level near $2,147 on the four hour chart, according to data shared by Ali Martinez on X. The chart shows ETH trading inside a horizontal range for several weeks before pushing toward the upper boundary. This level now acts as a technical decision zone where price momentum may either continue upward or stall.

Ethereum 4H Resistance Levels: Source: Ali Charts / X

Price action between mid February and early March shows repeated reactions inside a range roughly between $1,813 support and $2,147 resistance. Buyers defended the lower zone several times. Meanwhile, sellers rejected attempts near the upper boundary. As a result, Ethereum moved sideways while forming multiple short term swings inside the channel.

However, the latest move shows ETH climbing back toward the $2,147 resistance line. According to the chart levels highlighted by Martinez, a confirmed move above that zone would shift attention to the next supply areas. The first resistance sits near $2,335, while the next potential barrier appears higher around $2,542.

These levels represent areas where previous trading activity concentrated. Therefore, they often attract increased selling pressure when price revisits them. If Ethereum holds above $2,147, traders will likely monitor how price reacts near those zones. At the same time, the lower range near $1,973 and $1,813 remains the main support structure that previously stabilized the market during pullbacks.

Ethereum Break Above $2,100 Shifts Focus to $2,150 ResistanceMeanwhile, Ethereum moved above the $2,100 level on the daily chart, signaling a potential change in short term momentum. According to analysis shared by Ted Pillows on X, the next critical threshold now sits near $2,150, where a confirmed daily close could strengthen the upward structure.

Ethereum Daily Support and Resistance Zones: Source: Ted Pillows / X

The chart shows Ethereum previously falling from higher resistance zones before stabilizing near lower support levels. After that decline, the asset began forming a recovery structure while pushing back above the $2,100 area. This level now acts as a pivot where buyers attempt to regain control of the trend.

However, the analysis notes that Ethereum still requires a daily close above $2,150 to confirm continuation toward the next major supply zone. If that move occurs, the next visible resistance area appears near $2,400, where earlier trading activity created a concentration of sell orders.

At the same time, the chart highlights downside risk if the breakout attempt fails. Without confirmation above $2,150, Ethereum could return to test the $2,000 support zone again. That level previously acted as a stabilization area during recent consolidation phases.

The executive order to build President Donald Trump's Strategic Bitcoin Reserve has awaited congressional action, and sources say there's one idea left for 2026. Mar 7, 2026, 3:00 p.m.

President Donald Trump's move to establish what he called a "Strategic Bitcoin Reserve" within the federal government was greeted with crypto-sector celebration at the start of his administration. The industry cheered it as further cementing the arrival of bitcoin BTC$67,901.40 as a mature asset, but a year has passed, and there's still no reserve.

Trump's administration performed the initial job of accounting for the government's crypto holdings, but the U.S. bitcoin reserve is no closer to forming because of the outcome of one concept in the March 6, 2025, order: "the need for any legislation to operationalize any aspect of this order." Trump's Treasury Department lacks the needed authorizations for building the specialized accounts. That requires action from Congress, the White House has acknowledged, with Trump's crypto adviser, Patrick Witt, saying the situation presents "novel legal questions" that must be answered.

Lawmakers such as Senator Cynthia Lummis have pitched reserve legislation, and the current best chance for passage, according to people familiar with the legislative strategy, may be to get it into the National Defense Authorization Act at the end of the year. But Trump's White House would probably have to re-adopt the issue as a priority cause in order to make that happen.

Conjecture about the planning and funding of the reserve — and its cousin, a separate digital assets stockpile also ordered by Trump to gather every other type of cryptocurrency — has ebbed and flowed. Last month, CNBC markets talking head Jim Cramer spouted a rumor that Trump's people were poised to start filling the reserve when BTC hit $60,000, despite the lack of a place to put it or money to buy it with.

The president's crypto officials continue to demur when asked how much bitcoin the feds actually possess, though some estimates put it at more than 300,000, totalling more than $20 billion.

The major disappointment from the crypto sector about Trump's bitcoin order was that it didn't come with any new government purchases of the leading crypto asset. It instead encouraged creative policies that would allow the government to add to the stockpile without spending taxpayer dollars.

Witt, Trump's adviser, hasn't been willing to share the leading ideas for obtaining more bitcoin for the fund, which is meant to be held for long-term appreciation, not technically as a strategic reserve that would imply its contents would be released to mitigate any emergencies.

The White House didn't respond to a request for comment on the halt in progress, but it further underlines that executive orders — a mainstay of Trump's administration — don't have the power of law and often act as little more than a high-level steer from the president.

If Trump's congressional allies come up with a pitch for the reserve bill to be tucked into the defense bill later this year, that legislative process usually concludes in December. The must-pass funding bill is often used as what DC insiders like to call a "Christmas tree," a piece of legislation on which they hang a wide array of unrelated bill ornaments, because the package has to get passed. If that's the plan, it would happen in this session's "lame duck" period, the point at which some members of Congress will have been voted out of office or chosen to retire — like Lummis — but haven't yet come to their departure dates.

Lummis' own bitcoin reserve bill calls for a spending program that gets the U.S. to a holding of a million tokens — about 5% of the total eventual supply. The Wyoming Republican, who is the inaugural chair of the Senate Banking Committee's first digital assets subcommittee, has so far only managed to get the legislation into the committee, but the panel's major priority is another crypto matter: passing the Digital Asset Market Clarity Act.

Read More: Why Doesn't the U.S. Have a Bitcoin Reserve, Yet?

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Kraken's surprise Fed win may harken onslaught of crypto firms with narrow Fed access

Mar 5, 2026

The Kansas City Fed may term this "Tier 3" access, but Kraken's entry into the vaunted Fed payments system has riled bankers and raised crypto hopes.

What to know:

Kraken could be the first of many to get direct access to the Federal Reserve payments system, analysts say after this week's approval of the crypto exchange's limited master account. This was an approval from the regional Fed bank in Kansas City, leaving some uncertainty about how Kraken's new status will relate to what the national-level Federal Reserve Board has been doing in writing a new "skinny" master account framework. The Kraken development surprised some in the crypto sector who'd been awaiting the policy process on the new system, but the traditional banking industry argued it represents a threat to the financial system.

Journalist

Posted: March 7, 2026

The broader crypto market crashed following poor-than-expected macroeconomic data from the United States. Investors pulled significant capital out of risky assets and turned to capital preservation.

As a result, crypto assets, especially Ethereum, recorded notable losses across the board. The altcoin breached the $2k support again, hitting a low of $1956 before rebounding slightly. 

With ETH facing a greater risk of downside, it would seem that whales might be stepping in across Futures and Spot markets to take positions.

Ethereum whales in the Futures show bearishness After Ethereum fell below $2k, some long holders were forced out of the market. Long position liquidations surpassed $56 million according to Coinglass data.

Source: Coinglass

With longs facing liquidations, some whales flipped and turned to short positions, according to Onchain Lens. In fact, a whale deposited $2.18 million into Hyperliquid and opened an ETH short position with 10x leverage.

Interestingly, this was not an isolated case either as ETH saw a significant increase in short positions too. CoinGlass revealed that the altcoin’s Long/Short Ratio fell below 1, dropping to 0.96 at press time.

Source: Coinglass

This finding suggested that Futures participants were bearish and took short positions, in anticipation of further losses.

Dormant whale stakes ETH worth $16 million While whales on the Futures are betting against the market, others have exhibited more long-term optimism. Thanks to a prolonged bearish structure, long-term holders, especially whales, have seen their profit margins erode, while others have fallen into unrealized losses.

These prevailing conditions prompted a dormant whale to wake up after a year and turn to staking. Onchain Lens reported that the whale staked 8,208 ETH, worth $16.85 million, with Kiln_finance.

Initially, this whale had accumulated these tokens for $16.09 million over four years. Now, his assets sit at only $768k in unrealized profits – A significant drop from their 2025 peak.

Typically, when whales choose staking over market closure during a dip, it is a sign of strong confidence in the market. Thus, the whale is positioned for the long haul and expects the phase to pass.

Can ETH hold $2k? Ethereum failed to hold above $2k thanks to intense downside pressure. Although whale activity across the market has been elevated, their demand-side activity proved inadequate in driving ETH higher. Hence, a potential upside move was not triggered.

On the contrary, downside momentum has grown in strength lately, as evidenced by the DMI-ADX Smoothing indicator.

Source: Tradingview

Based on this indicator, the positive momentum has been weak, sitting within the oversold territory at 20. At the same time, the negative index sat above the +DI at 22 – Evidence of bearish bias.

Worth pointing out, however, that based on the Future Grand Trend indicator, Ethereum could recover from this slip and climb to $2186, before dropping to $1.8k.

Final Summary A whale deposited $2.18 million into Hyperliquid and opened an ETH short position with 10x leverage. A dormant Ethereum whale returned after a year and staked 8,208 ETH, worth $16.85 million.

16h05 ▪ 4 min read ▪ by Evans S.

Summarize this article with:

Curve Finance accuses PancakeSwap of having reused a sensitive part of its architecture without respecting the required license. Behind this accusation, it is not just a conflict of egos between two big names in DeFi. The issue touches on code ownership, user security, and how crypto protocols reuse technical building blocks that have become quasi-standards.

In brief Curve Finance accuses PancakeSwap of having used its StableSwap code without an appropriate license. The dispute concerns both security and usage rights in DeFi. A discussion between the two teams remains possible, but the case marks a turning point for crypto. A crypto conflict that goes beyond a simple technical quarrel Curve Finance accuses PancakeSwap of using its StableSwap code without proper authorization. Curve considers this reuse as a violation of its license and has publicly invited PancakeSwap to regularize the situation through official collaboration.

The core of the dispute concerns StableSwap, a mechanism designed to facilitate exchanges between stablecoins or assets very close in value. This type of technology seems discreet from the outside. Yet, it plays a crucial role in execution quality, price slippage, and liquidity pool stability on the DEX.

In the wake of this, PancakeSwap adopted a tone more conciliatory than aggressive. Its team indicated a desire to discuss with Curve. Curve’s response left the door open to an agreement. This is an important point. In crypto, some disputes end up in court. Here, the case can still shift towards a more pragmatic agreement.

Why StableSwap code has become so strategic in crypto StableSwap is not just a simple piece of interchangeable code. It is a formula that optimizes exchanges between assets meant to remain close, such as stablecoins. When it works well, the user experience is smooth. When poorly integrated, the damage can be swift.

Curve stresses exactly this point. The protocol reminds that deep expertise is necessary to integrate this kind of function without creating vulnerabilities. The message is also political. Curve does not just say “you copied”. It mainly says: “you are playing with a delicate mechanism that can expose user funds if implemented poorly.”

This argument is not theoretical. Reminders of past incidents in DeFi serve to show that copy-pasting is never neutral. In this environment, reusing a swap logic without mastering its parameters can turn a profitable innovation into an entry point for an attack. This is where the crypto debate becomes concrete: it concerns both security and usage rights.

PancakeSwap Infinity also shows how far the crypto innovation race goes The timing of the conflict is no coincidence. PancakeSwap Infinity, the latest version of the DEX, was launched in April 2025 on Arbitrum and the BNB Chain. The platform added hooks, pool customization tools, and a significant fee reduction for creation. In short, PancakeSwap wants to appear as a more flexible, modular, and ambitious infrastructure.

In this context, integrating a StableSwap-type function makes sense. Users want efficient exchanges on stable assets. Protocols want to capture this traffic. And DEXs know the battle is no longer only about volumes but also about the quality of architecture. This conflict thus arises at a time when every technical detail can become a competitive advantage.

What emerges, fundamentally, is the growing maturity of the crypto sector. A few years ago, many projects copied, forked (fork) and launched quickly. Today, the stakes are higher. Code reused without a clear framework can open a legal front, weaken a protocol’s reputation, and worry a community already very sensitive to security issues.

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Evans S.

Fascinated by Bitcoin since 2017, Evariste has continuously researched the subject. While his initial interest was in trading, he now actively seeks to understand all advances centered on cryptocurrencies. As an editor, he strives to consistently deliver high-quality work that reflects the state of the sector as a whole.

DISCLAIMER

The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.

New York, New York--(Newsfile Corp. - March 7, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Boston Scientific Corporation (NYSE: BSX) between July 23, 2025 and February 3, 2026, 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 May 4, 2026.

SO WHAT: If you purchased Boston Scientific 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 Boston Scientific class action, go to https://rosenlegal.com/submit-form/?case_id=55398 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than May 4, 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, during the Class Period, defendants made positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Boston Scientific's U.S. Electrophysiology segment; notably, that management was aware that the segment's growth rate was unsustainable and that it was approaching an earlier tipping point than the market was anticipating. Due to defendants' statements of confidence and lofty expectations, investors and analysts were left surprised by Boston Scientific's net income miss and underwhelming guidance for the first half of fiscal 2026. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Boston Scientific class action, go to https://rosenlegal.com/submit-form/?case_id=55398 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

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

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

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This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 3.88%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.

Michael McKee, Bloomberg News Economics Editor, discusses the recent market volatility as all three major U.S. stock indexes dropped about 1% amid a sharp rise in oil and gas prices with Bloomberg's David Gura, Christina Ruffini on “Bloomberg This Weekend.”

NEW YORK, March 07, 2026 (GLOBE NEWSWIRE) --

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.

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Contact Information:

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        The Rosen Law Firm, P.A.
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I believe in seeking long-term gains from exposure to the technologies of the future, which matches ARK Innovation ETF's investment approach. However, ARKK now triggers a tactical 'sell' signal as its 50-day moving average crosses below the 200-day. In addition, ARKK's discretionary management and 'trim winners, add to losers' approach are inconsistent with secular growth investing, raising concerns about execution.

The stocks erased some of those losses to end the week down around 1.2%.

CNBC.com's Yun Li quotes Keefe, Bruyette & Woods analyst Meyer Shields as saying he views "both the resumed share repurchases and Greg's commitment to annual buying as positives, but they don't change the earnings challenges at units like GEICO or Berkshire Hathaway Reinsurance."

Gabelli Funds portfolio manager Macrae Sykes thinks "it's great to see more economic alignment with shareholders after the announcement from Greg about future stock purchases."

Cathy Seifert at CFRA Research calls the resumption of buybacks "positive," but "at this juncture my view is that Berkshire's Class B shares are fairly valued, particularly given the tepid financial results."

BECKY QUICK: Good morning, everybody, and welcome back.

We have some breaking news right now coming from Berkshire Hathaway. The company has just filed a Form 4 and an 8K.

And joining us to talk about those topics and his first letter to shareholders after taking the reins from Warren Buffett is Berkshire Hathaway's CEO Greg Abel.

Greg, welcome. It is great to see you this morning.

GREG ABEL: It's great to be here. Good morning, Becky. Morning, Joe.

QUICK: We really appreciate your coming on set. We have so much to talk about.

But let's jump in with the news that is just crossing the wires, and that's what's coming from the 8-K. That's the big headline here, that Berkshire Hathaway has begun repurchasing shares of the common stock under the previous policy that had been out there before.

How many shares are you buying back? Why are we hearing about this?

ABEL: Yes, so we've had a longstanding policy that when the intrinsic value, as we see it, and computed on a conservative basis, when it exceeds our market price, Berkshire has always acquired shares. That's been our longstanding policy.

We highlighted that in the 10-K and in my letter that that remained in place, and we've just recommenced yesterday.

So, the point being we see value, the intrinsic value exceeds the current market value, and we started — recommenced purchasing.

And we felt it was important to communicate to our shareholders, our partners, our owners, that with the transition of leadership and that this is the first time we're purchasing shares, it was important to let them know we've recommenced.

QUICK: Yeah. The last time that you had bought back shares was May of 2024. Berkshire shareholders have long realized that it might be Charlie, maybe Warren, talking to each other, kind of figuring what they thought was a fair value for the price of things.

Did you talk to anybody about it, or you looked at it and you thought this is a good time to be buying back?

ABEL: No, I absolutely talked to Warren. So, how we — how I approached it was obviously looking at the value, having a view of intrinsic value, consulted with Warren relative to the value and the timing of is it ready to — are we ready to recommence?

And the thought there was after the consultation, we filed our 10-K, we —there's a 70 — a 48-hour cooling off period Monday and Tuesday, and we commenced purchasing on Wednesday morning.

QUICK: Have you been looking at this for a long time?

ABEL: We look at it continuously.

KERNEN: What are the three top things that would make you think— is it something to the price of sales? Is it — what jumps out as a signal that the intrinsic value is not recognized by the share price? Which things?

ABEL: Well, what we always look at is what are the economic prospects of each of our companies in Berkshire. And we look at that over the long term.

KERNEN: Is it a gut feeling more than — are there numbers where you'd say, OK, this hit, you know, 80 percent of this part of Berkshire or something that —nothing that specific?

ABEL: It's really just looking at the economic opportunities that exist within Berkshire and are we comfortable that the value proposition is very strong, and we're doing it on behalf of obviously our shareholders and owners.

We have to view this as value, that we're creating value for our shareholders long term.

KERNEN: So, if the stock goes up from the announcement or from the buybacks, how long would you do this? How much — will you keep doing it until it remains the case that you feel it's undervalued? You can do as much as you want?

ABEL: Correct. As long as our intrinsic value exceeds the market value, again, conservatively determined, we'll continue to repurchase.

But the one thing we have never done is we don't disclose the amount, the timing, or the computation. But we did feel this time it was important because of the change in leadership that we should.

KERNEN: Not even a ballpark.

QUICK: So, we're not going to hear something like this from you again. We won't know when you're in the market buying back?

ABEL: This is a one-time event to let our shareholders know.

KERNEN: And you won't say it's a $20 billion buyback and we're halfway through? We won't know anything.

ABEL: Correct.

KERNEN: Is that a reasonable number? Could it be — it could be a lot more at Berkshire.

ABEL: It's completely dependent upon the intrinsic value and how that equation remains in place.

QUICK: So, Berkshire shares up until a minute ago were down maybe one percent over the last year. Market's been up. You guys have $373 billion in cash as of the last filing.

ABEL: Correct.

QUICK: I guess you're looking around, and it tells you that this is something that makes way more sense to you than buying other things —other stocks — making other purchases?

ABEL: Exactly. We always look at, effectively, three buckets when we're allocating our capital.

We have our existing businesses, deploying capital back into those, both for their current operations and incremental opportunities. That really exists every day. And we're constantly challenging ourselves, are we thinking about that properly?

As you highlighted, Becky, there's also, do we acquire stock? And when we're looking at companies, do we acquire whole companies also?

And then there's the, do we acquire equities, other equities? And as we've highlighted, we always look at that as very similarly to buying 100 percent or two percent.

And then the third bucket where we deploy our capital is share repurchases.

Each of those with the amount of capital they have are — can be done independently. So, when we're purchasing our shares, it's not taking away from any of the other decisions.

QUICK: OK, we're going to come back to this line of questioning and some of these issues here.

But before we do, I want to talk about another form that you put out today, too. That's a Form 4. It may not jump out as people as being as significant as I think it is.

But in it, you say that you are buying 21 class A shares. This is the disclosure of that — $15.3 million dollars. What's the significance behind that purchase?

ABEL: Yes. And the significance is if you look at my 2026 compensation that I'll receive this year, what — what we've done is — and what I've done is taken the after-tax dollars of approximately $15.3 million dollars and reinvested it — or purchased Berkshire shares with the after-tax dollars.

QUICK: All of the extra — after-tax.

ABEL: All the after-tax dollars.

QUICK: So, you're basically taking all of your take-home pay and putting it into shares of Berkshire.

ABEL: Yes.

QUICK: Why?

ABEL: And the why is really important.

One, as we've always highlighted, absolute alignment with our shareholders, our partners, our owners is critical. I already have some shares, but the goal was to continue to demonstrate alignment with them.

Two, as CEO, I absolutely obviously believe in Berkshire with — with the transition from Warren. And I inherited a company that has an incredible foundation. I believe in its — you know, future, the opportunities that exist there.

So, I was very excited to use my after-tax proceeds and my compensation, as you highlighted, all of it, and effectively do it as we came out of the blackout period.

Now, there is another part to this that's really important, because I really view this more as a plan or an approach.

I'm committed to doing this every year going forward.

QUICK: Your entire salary?

ABEL: My entire salary, as long as I'm the CEO. And I touched on it in the — in the letter. I hope it's 20 years. But I will do that.

So, we'll file our 10-K. I'll write the letter. And after the 48-hour cooling off period, I'll purchase $15.3 million next year, whatever it is, after-tax dollars.

KERNEN: I love — I love the Midwest. But I was kidding you when you walked in, I said, as your first move, you're going to Miami. You're going to move the headquarters, Miami.

But now I understand. Leave it in — stay in Omaha. What are you going to spend your money on anyway? Might as well buy some Berkshire. You got nothing to do. You're going to go out and watch some cows or something. That's free, isn't it?

ABEL: There's nothing better than Berkshire. And it's what I do every day.

KERNEN: That's right.

ABEL: I wake up, you know, thinking about Berkshire. When I go to sleep, think about Berkshire.

KERNEN: Greg, if you decide to splurge on your compensation, it's like you're looking around — it's like, ah, I'm going to buy Berkshire stock. (Laughter)

QUICK: What I think is interesting about this, Greg, is that you are effectively taking home less pay than Warren Buffett was when he was taking home $100,000. That was the salary that he took. It had to be the lowest pay in all of corporate America. Did he come up with this plan?

ABEL: No, this was completely myself. And by that, I just mean I wanted that alignment. Again, believe in Berkshire. And the thought being that — it did evolve. Like I said, OK, I'm going to do it this year. And then shortly thereafter, I thought, well, no, I'm going to do this every year.

And it's best just to tell the world. And over that period of time, it'll be hundreds of millions of dollars of — of my after-tax dollars, just like our shareholders do.

QUICK: I can't imagine anybody, any other corporate leader doing this. I can't imagine myself doing it.

KERNEN: I — I'm not worried about how you're going to do on this either, so —

ABEL: Well, I believe in Berkshire. But it is interesting, Becky and Joe, you're touching on it. Like, to me, of course, it's a logical thing to do when you're leading the company.

And there's other leaders and CEOs that do the one-offs every once in a while. But to take all your after-tax dollars and to do it on a recurring basis.

KERNEN: I did something similar with Versant stock. I'm with you. I'm an owner. I'm an owner. And I — I —

QUICK: You did not take your entire —

KERNEN: I got a couple hundred shares. No, I didn't. No, I didn't.

QUICK: Greg, what did Warren say about this? What did the board say about it?

ABEL: Both were obviously very supportive.

Warren very much had your reaction, that no one else in corporate America does this. And said — and the other thing is that this is so Berkshire. Because one thing we — we do not do at Berkshire, across any of our businesses or with our executives, we don't have equity stock programs.

QUICK: Right.

ABEL: We don't have option programs.

QUICK: You've never been given a share of Berkshire, ever.

ABEL: Correct.

QUICK: Yeah.

ABEL: So, the whole idea is, our shareholders, our owners, use their after-tax dollars to buy Berkshire. I'll do the same.

So, Warren acknowledged immediately the alignment with our values. And I highlighted this to our Berkshire board in our February board meeting, and they were just absolutely supportive of it, obviously.

QUICK: Greg, Andrew's got a question, as well

ABEL: Yes, Andrew.

ANDREW ROSS SORKIN: Hey, Greg, it's great to see you. I applaud it, too.

But I just — just to contextualize it, because we talked about selling shares, am I wrong, back in 2022, that you sold Berkshire Hathaway Energy and collected effectively $870 million? By the way, which I also applaud, but I just — contextually, what's going on here in terms of your total — total compensation and what's going into this?

ABEL: Correct. So — so, Andrew, back in the summer of 2022, there was the decision to sell my Berkshire Hathaway Energy stock that had really accumulated going back to 1992, I think, is the duration of those holdings. And obviously, we had built the energy company, we were acquired by Berkshire in 2000. And then in 2022, monetized it. And again, with a very similar concept, I took a portion of those proceeds on an after-tax dollar basis and purchased Berkshire stock.

QUICK: Yeah.

KERNEN: I bought — I'll just say I bought a heck of a lot more than 21 shares. (Laughter)

QUICK: Twenty-one shares that cost $730,000.

KERNEN: Oh, that's right. That's right. Yeah. You're right. You're right. This was 32. OK.

QUICK: Greg, let's talk through some other issues.

That $373 billion that you had on cash as of the last filing, do you see other opportunities? Are you looking for a big elephant — elephant hunting — as Warren always said he was doing?

ABEL: Right. So, I touched on it a little bit earlier, but the $373 million and —

QUICK: Billion.

ABEL: A billion, sorry. Thank you. And fortunately, it's a billion.

We really view that as an opportunity. And so we do continue to look across the different investment options that exist out there. And there really are options. We're looking at these different buckets and looking for the right opportunity.

But there is no need to — obviously, we want to deploy the capital into areas that we see long-term value creation for our shareholders. But the goal isn't to just take down the amount.

QUICK: I guess my question is, do you see value out there in the market right now? Are things expensive as you weigh them? Or do you see pockets of opportunity?

ABEL: As we see opportunity, you'll see the capital deployed. And we're deploying it in certain areas across our businesses, across certain repurchases of our shares, across other equity opportunities.

But the repurchase of our own shares is a great example. Is that — Warner and I were just talking about discussing this yesterday. You know, we wish we could purchase more shares of our shares, but the intrinsic value has to be there.

So, if you go back over all the years that we've been purchasing shares, if we could acquire more, that's a great use of our capital. But it has to meet that intrinsic value test.

QUICK: But that's what I'm kind of getting at. You are now the person who's going to be responsible for deploying all of this capital.

ABEL: Right.

QUICK: I guess Ted Weschler is there. He's going to be — he has six percent. He's managing his money and the money that Todd Combs was managing before, too.

ABEL: Right.

QUICK: But what is your view of the market at this point? It's something we asked of Warren all the time. Do you think things are expensive?

If you think Berkshire shares — you're going to buy back some, but you're not going to deploy everything. You'd love to buy back more, but it's not cheap enough. What do you think when you look at the overall market?

ABEL: Yeah. I mean, obviously we've commented on our shares. We file our — where we highlight what we've acquired and what we've disposed of, you know, regularly. And we have some activity there, but it's not significant.

QUICK: Yeah. Are you — I guess are you reading through 10-Ks and 10-Qs constantly and thinking, I'm looking for ways to deploy this? Or are you looking at things a little differently than maybe Warren did because you're such an operator.

ABEL: No, perfect question. Thank you.

QUICK: Yeah.

ABEL: I'm an operator, but I love businesses and I love reading.

QUICK: Yeah.

ABEL: So, I do the same thing. I'm going through Ks, Qs, I'm looking at their — what are they saying about their businesses. I'm looking at the industries that we — we traditionally look at, and incrementally, to make sure, one, have a thorough understanding of the industries, what businesses stand out there.

It doesn't mean it's an immediate — that there's an immediate value proposition there to acquire it, but that doesn't mean — or a portion of the business — but it doesn't mean it won't be there a month from now or three months.

So, I view a lot of it [as] preparation, waiting for when we see that opportunity that the value exists within a specific opportunity.

QUICK: You said you talked to Warren yesterday. How often do you talk to Warren Buffett?

ABEL: Yeah, Warren and I pretty much — he's in the office every day. So, we're talking every — if I'm in Omaha, we're always connecting.

If I'm traveling like I was yesterday, I often check in just to — just to catch up on what he's seeing, what he's hearing, what am I feeling.

So, if it's not every day, it's every couple of days.

KERNEN: Greg, would you do these large positions in, like, S&P bets that Warren has done at times in the past? He sold a lot of puts, brought in billions of dollars in premium back in the — the early 2000s.

You've made some macro — Warren used to make macro calls, or at least hedging calls, on the overall industries, not just individual stocks. Would that continue with you?

ABEL: I mean, if we see the right opportunity, yes. But it's not — it's not a strategy.

KERNEN: He hasn't done it as much lately —

ABEL: Right.

KERNEN: — I don't think. But I don't think he ever lost any money on any of those things, did he?

ABEL: No, not that I'm aware of. But I mean, as we all know, these financial markets have become more fine-tuned and those opportunities — excuse me — may or may not exist going forward, where you can see an opportunity and we would pursue or deploy capital. But if we saw an opportunity that — that made sense to us, absolutely.

KERNEN: How about you remember back in the financial crisis when major companies would say, "Warren, can you?" And he'd say, yeah, I'd be glad to step in. Here's what you'll do. Twelve percent preferred stock convertible into — yeah, eight, ten — Goldman's — blue-chip companies that — it was like a no-brainer. If I could have done it, I would have mortgaged the house and gotten those terms if I could. Would you do that again?

ABEL: Absolutely. We look — (Laughter)

KERNEN: Yeah, let me think about it. (Laughter)

You can have some time if you want.

ABEL: No, we don't need to pause on those. And — and, you know, we still — it's not a distressed time, but we still receive those calls even today. Warren receives them, myself, maybe not in a distressed situation. And we look at them and we evaluate them.

But we're always prepared to act, and we'll act decisively and quickly.

QUICK: Can you act the same way Warren did, which would be to do a deal for tens of billions of dollars and basically get it done in three days, without necessarily telling the board until after the deal had been cut?

ABEL: Well, within that period of time, we — we have a very good process in place between Warren and I and our board as to how we'll act as we have in the past and we'll act very decisively and quickly.

QUICK: So, you can do a big deal without —

ABEL: In three days, yes. Well, I would always — we have certain parameters where I would make sure, for example, our lead director is aware of what we're doing.

QUICK: OK.

ABEL: But it does allow me to act and act quickly.

QUICK: OK. What about the idea of a dividend? That was something that Warren Buffett's never been a fan of. Would you potentially give a dividend back to shareholders if you don't see other opportunities in the market?

ABEL: Yeah. And that's really, as you know, we have our dividend policy in place and the thought — and it's reviewed and approved by our board again on — on an annual basis and one that Warren has put forward every year.

And we've, we've maintained that — that we will retain a dollar if we see the opportunity to create more than a dollar for our shareholders. And that's been the test.

And we — and as long as we meet that test, we would continue to hold the dollar because we believe we can create value for our shareholders long term.

Now, incremental to that, we do see the repurchases as an opportunity, effectively, to deploy — to return capital to our shareholders—

QUICK: Instead of dividends, you're basically saying?

ABEL: Well, it's part of it. So, if we didn't meet that test, we do a dividend. But we do constantly look at the repurchase.

QUICK: I don't think I've — that's more than I think I've heard from Warren and Charlie in the past. Just the idea if you didn't make that test, you'd do a dividend. Is that something you see in the near future?

ABEL: We don't see it in the near future because we —

QUICK: OK.

ABEL: — we're clearly meeting the test as we see it. But we've always stated if we don't meet that test, that's the time.

QUICK: So, basically what you're saying is no change?

KERNEN: Correct.

QUICK: OK.

KERNEN: Could you ever see a time? (Laughter)

QUICK: Would you rather? (Laughter)

KERNEN: Warren — a lot of technology, he may not have been the first person there, but he — he finally did enter and he entered big — Apple, other — other companies.

Is there any chance that some type of blockchain, new technology, crypto-related, maybe not — maybe not bitcoin itself, maybe not — you know, ether or anything like that, but — but a company that builds out a blockchain that suddenly all the tokens are moving on this? It looks like the future.

Would that ever be a possibility or crypto would never be a word you'd see on a Berkshire — ?

ABEL: I don't think you'll see crypto —

KERNEN: Ever, in any —

ABEL: Well, ever is a long time, but I just don't see it.

What I do see is that when it comes to technology, again, from even — from an operational perspective where we're seeing how we use it, the impact it's having, it does allow us to develop strong views and a better knowledge base around certain companies that are technology companies or how we're using the technology. So, technology will always be on the table and looking at —

KERNEN: What could include some type of blockchain — ? No?

ABEL: I don't know, because I haven't seen anything that would make sense that there's a value proposition where you see the asset and how it produces value.

KERNEN: Some people think it's going to disintermediate the entire banking industry. You don't want to just watch while —

ABEL: We'll be happy with our hard assets and the companies we own at that time.

KERNEN: But not gold. But not gold. (Laughter)

What about gold miners? How about airlines? Where — where are you on that now? (Laughter)

Remember how many times Warren's been in and out of that? Oh, my God. I'm in 'em, I'm out of 'em.

ABEL: I know this is one of your favorite topics.

We're very happy that we own NetJets — (laughter) — and the service it provides to its great customers.

QUICK: Greg, let me ask you a couple of quick news questions.

First of all, back in January, Berkshire filed an SEC registration for the potential resale of up to 99.99 percent of the Kraft Heinz holdings that you own.

More recently, you did say that you supported Kraft Heinz's CEO, the decision to pause on that plan split of the company. Have you made a decision about what to do with that investment?

ABEL: Well, we did announce, as I said, support for Steve pausing it.

QUICK: Yeah.

ABEL: And just for a little bit of background, as you know, when they first said they were going to split, we didn't — we expressed concerns with it.

QUICK: You were vocal about it.

ABEL: Right.

QUICK: Yeah.

ABEL: Because they did — when they brought Kraft and Heinz together, the whole idea was that there'd be a lot of synergies, a lot of opportunities.

And then they announced — and it's as I highlight in the letter, it's been a disappointing investment. There's no question.

At the same time to break them apart when they're facing a lot of challenges and haven't resolved a lot of their issues yet, we had concerns with that, including now adding dis-synergies to it.

So, for [Kraft Heinz CEO] Steve [Cahillane] to come in and say we're pausing it, there's opportunities within Kraft Heinz to fix things and get the business back on track and then he'll evaluate things, we thought that was absolutely the right approach.

And we filed our registration — straight — statement really to be in a place that if we ever did sell, we'd be able to. But it's not that we're going to take any immediate action currently.

QUICK: OK, good.

Another issue this week, S&P said that it may own — it may cut PacifiCorp Utility, which is a Berkshire-owned utility, to junk because of the wildfires and the lawsuits that have been resolved about it.

This is another issue you touched on in your letter to shareholders. I think in the letter to shareholders, you basically said you accept responsibility for wildfires, but you're going to fight unjustified claims in court. And you think that this is one of those situations.

ABEL: Correct. So, anytime we're responsible for something, we're willing to take absolute responsibility for it and resolve such matters.

But there is a delicate balance, and it goes well beyond wildfires in the utility industry. The wildfires are very specific to the West, and we've seen some challenges in Texas and the Midwest that, you know, it's not an issue just to the West, but you can see it creeping.

But what we see is a bigger issue in the regular — in the utility industry, and that is, does the regulatory compacts continue to exist? And by the regulatory compact, I mean we deploy capital into these businesses. We were — we receive a return that's reflective of us taking a certain amount of risk.

And the minute they start expanding that risk to be pretty much anything, including things you're not responsible for, we're saying that's — that wasn't the investment thesis. That's not the relationship that existed.

QUICK: Just to put some context to this, this came after a February 25th ruling where an Oregon jury awarded $305 million to 16 plaintiffs. That's about $19 million per plaintiff. Those plaintiffs blame PacifiCorp for not turning off the electricity.

ABEL: Right. And there were lessons learned because if you look — and that's what we're saying — when there are ones where we clearly cause a fire [by] not turning off the electricity, we're taking responsibility for those.

But separately, there were a number of fires there. And this gets beyond. But — but there is one area and one fire we're pushing back and it represents more than 60 percent of claims. It was a lightning strike.

And we're just saying we're not responsible for that. We're sorry, absolutely, that these people's lives have been impacted. We feel for them. But that's not the utility's responsibility to take on those costs and obligations. So, that's where we're drawing the line.

KERNEN: You guys know the insurance business pretty well, I think, don't you?  You know when you're covered or things you need to cover and things that you can't run a business if — 

ABEL: Right. And it goes back to that regulatory compact. That's not part of — we didn't sign up for that.

QUICK: This was your first letter that you wrote. It was a long one. Eighteen pages or so. It's — (Laughter)

KERNEN: Is that AI?

ABEL: No. (Laughter)

But I will say on the length, that's the first response I get from everybody when they text me as they're reading it.

KERNEN: Yeah.

ABEL: Jeez, this is really long and halfway through.

And I use this quote back to them. and it won't be a perfect quote. But I — Lincoln — President Lincoln — said, yes, this letter is very long, but I didn't have time to make it shorter. (Laughter)

QUICK: Was that hard?

ABEL: I use that to everyone because everybody would be texting me, I'm halfway through — but so far, it's going well. (Laughter)

I text them that that quote every time.

QUICK: I mean, you're stepping into some pretty big shoes. Warren's been writing that letter for 60 years and it's something that had a huge following. Was it tough letter to write?

ABEL: Absolutely. So, those are — there's — those — the shoes to fill are tough on all fronts.

But Warren's an exceptional communicator and how he does it.

So, to take the letter and really want to make sure we're communicating to our — again, to our owners and shareholders — something that they would value. It was not easy.

I've told Warren of all the — listen, the responsibilities transferred are great. As far as the work and the task I had to do, that was the toughest to sit down and make sure that that was done, at least from my perspective, well.

And unfortunately, when I — when we were discussing it, he said, and the second letter doesn't get any easier.

QUICK: So, you have that to look forward to.

ABEL: Yeah, exactly. That's not what I wanted to hear. (Laughter)

KERNEN: Every year. And it'll come fast, too. It's like you just finish it like that, like — like taxes.

ABEL: But you know what when you —

KERNEN: Yeah, yeah.

ABEL: You know, when you do write it, it's like everything, or when you prepare for something, it's valuable.

KERNEN: Yeah.

ABEL: I had to reflect on a lot of things.

KERNEN: Right. And then when you're done, it's just leading into this.

ABEL: It's leading into it, right. Exactly.

QUICK: Greg, very quickly.

ABEL: Yes.

QUICK: Operating income was down in the fourth quarter, more than 29 percent. That was largely because of weakness in the insurance business. And underwriting profits were down, I think close to 50 percent. What happened?

ABEL: Yeah. So, in the fourth quarter, which then translated for the 12-month results, is that, yeah, our insurance results were down. You can see a lot of capital coming into the industry.

We're going to — we, or our team — Ajit and his team — will continue to apply the discipline that the price and the risk have to be right for us to write a policy.

So, as we back out of that with capital coming in, you'll see those results be what they are relative to how much capital we deploy into it.

So, that had a significant impact.

And then the other piece of that is we did, across our non-insurance businesses, take a $1.555 billion dollar impairment. And that was across four of our businesses, and realistically, smaller businesses in challenged industries.

If it had been any of our major businesses, I would have touched on it. But it really related to four of our smaller businesses, again, and in industries that we see as challenged.

QUICK: Greg Abel, the new CEO at Berkshire Hathaway, sitting down with us for the first time today. We really appreciate it, Greg. And we look forward to seeing you at the annual meeting.

ABEL: Absolutely.

KERNEN: So, it's not Creighton anymore, is it? Is it — do you have a team that you like in — March Madness is coming and —

ABEL: I'll be — I'll be — I'll be cheering for — let's just say, Joe, as you touched on earlier, all the Midwest teams.

KERNEN: All the Midwest teams. (Laughter)

QUICK: All of them.

ABEL: All of them.

KERNEN: All of them.

ABEL: We've got — you know, my wife's from Iowa State. I have allegiances with Nebraska because I mentioned earlier my one grandfather was born in Unadilla, Nebraska. I've always followed the Cornhuskers. You name it. I've got a spectrum of teams. And my family reminds me of that — pick a team. (Laughter)

KERNEN: I would say it was looking good. And I bet on them. And that's they were number four. Yeah, they lost the last two games, I think.

ABEL: Yeah, they've had a rough couple of games. Hopefully they find it. But it's been a pleasure to be on. Thank you, Becky. Thank you, Joe.

KERNEN: Thank you.

ABEL: And it's great to be here.

KERNEN: Don't be — don't be a stranger.

ABEL: Absolutely not.

KERNEN: Yeah, great to have you back. Thank you.

ABEL: Thank you.

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Bitcoin miner-turned-AI cloud operator IREN (NASDAQ:IREN) shocked investors this week with a stunning announcement: it expanded its at-the-market (ATM) equity offering program to a whopping $6 billion — roughly half its current market capitalization. The news sent shares tumbling 8.5% in a single session as dilution fears gripped the market. 

While the dilution won’t hit all at once — the ATM structure lets the company drip-feed new shares into the open market over time whenever it chooses — the move immediately evoked painful memories for longtime AMC Entertainment (NYSE:AMC) shareholders. 

During the 2021 meme-stock frenzy, AMC repeatedly issued massive amounts of new stock, ballooning its share count and crushing value. What once traded well over $700 per share (after a 1-for-10 reverse stock split) at the height of the frenzy now sits just above $1 per share today. As the saying goes, history doesn’t repeat itself, but it often rhymes.

IREN’s Massive Dilution IREN filed a new prospectus supplement replacing its prior $1 billion ATM program, which it had already fully tapped through 66.7 million shares sold for $1 billion. The new $6 billion capacity gives the company broad flexibility to sell ordinary shares gradually through a syndicate of investment banks, with proceeds earmarked for general corporate purposes, including data-center expansions, hardware purchases, and working capital. 

The program does not require a single large block sale — shares can be offered opportunistically at prevailing market prices. This structure provides IREN with ongoing access to capital without locking in terms upfront.

The announcement coincided with IREN’s aggressive push into AI infrastructure. The company revealed it had entered purchase agreements for over 50,000 Nvidia (NASDAQ:NVDA | NVDA Price Prediction) B300 GPUs, boosting its total fleet to 150,000 units. Deployment is planned in phases through the second half of 2026 across air-cooled data centers in Mackenzie, B.C., and Childress, Tex. Management projects this expanded capacity will support over $3.7 billion in annualized run-rate revenue from its AI Cloud segment by late 2026. 

Over the past eight months, IREN has already secured $9.3 billion in various funding sources, including customer prepayments, convertible notes, and GPU financing, to cover an estimated $3.5 billion in additional capex for the GPU rollout, servers, networking, and related equipment.

The Ghost of AMC AMC Entertainment followed a similar — but more aggressive — path during and after its meme-stock surge. Facing pandemic-era losses and heavy debt, the theater chain repeatedly tapped equity markets while its share price was elevated by retail enthusiasm. Beyond standard common-stock offerings and ATM programs, AMC created and issued “APE” (AMC Preferred Equity) units in 2022. These preferred shares traded separately from common stock and were distributed to existing shareholders on a one-for-one basis initially. 

In late 2022 and 2023, AMC pursued a complex restructuring that included converting APE units into common shares, paired with the reverse stock split. The conversion rolled what had been hundreds of millions of APE units into the common share count, while the reverse split consolidated shares to help maintain listing compliance and facilitate further raises.

Management consistently sold newly issued shares (and APEs) directly into the open market, often against existing holders during periods of elevated volatility and retail-driven pricing. Each wave of issuance diluted ownership stakes dramatically and eroded per-share value as the initial hype faded. The share count exploded from tens of millions pre-mania to hundreds of millions, and post-reverse split adjustments still left existing investors with significantly reduced proportional ownership. 

Critics, including many retail investors, viewed the maneuvers as prioritizing corporate survival and debt reduction over protecting long-term shareholder value, contributing to the stock’s prolonged decline.

Key Takeaways The two situations are not completely the same as key differences stand out. AMC was fighting for financial survival, using dilution to stave off bankruptcy and restructure debt. IREN’s offering, by contrast, is designed to finance aggressive growth — most notably the purchase of tens of thousands of Nvidia GPUs to expand its AI cloud capacity toward a targeted $3.7 billion in annualized run-rate revenue. If IREN can deploy the capital effectively and generate growth that lifts its share price, the impact on existing shareholders will be far less devastating than what occurred with AMC. 

However, such a massive offering also suggests the company had few other avenues open to it to raise money, which in itself is concerning. While IREN’s massive equity offering might not be the sister to AMC’s dilutive actions, it is at least a cousin once or twice removed.

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SCHD gets most of the attention in dividend ETF conversations, and for good reason. Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) is a benchmark many compare against. But WisdomTree U.S. MidCap Dividend Fund (NYSEARCA:DON) has quietly put up competitive numbers over the long term while fishing in a completely different part of the market.

How DON Generates Income DON tracks a dividend-weighted index of mid-cap U.S. stocks, meaning companies are weighted by total dividends paid rather than market cap. The fund passes those dividends to shareholders monthly. With $3.8 billion in assets and a 0.38% expense ratio, it is a well-established vehicle with a 20-year track record dating to June 2006.

The current 2.4% dividend yield trails SCHD’s 3.62%. Investors choosing DON are not choosing it for a higher yield. They are choosing it for mid-cap exposure and a different sector mix.

Where the Income Actually Comes From DON’s portfolio leans heavily on Financials at 22.3% and Industrials at 17.7%, with meaningful positions in Utilities and Energy. The largest single position sits at just 1.32%, spread across 300-plus names. That diversification is a genuine structural strength. No single company cutting its dividend meaningfully disrupts the fund’s total payout.

The dividend history reflects that stability. DON has paid monthly distributions without interruption since transitioning to a monthly schedule, with 19-plus years of uninterrupted payments including through the 2008 financial crisis and the 2020 pandemic selloff. Year-end special distributions have been a recurring feature, with the December 2025 special reaching $0.23369.

The Performance Picture Over five years, DON returned 57.68% on price alone versus SCHD’s 59.49%. Over ten years, SCHD’s 234.05% price return substantially outpaced DON’s 153.73%. The recent rebound in DON’s returns compared to SCHD reflect a rotation from investors into mid cap stocks, and it could be a multi-year tailwind as many large cap stocks trade at lofty multiples. We’ve seen similar rotations into international equities in the last 12 months, driving European markets to outperform the higher growth S&P 500.

Is the Dividend Safe? The structural case for income sustainability is solid. Deep diversification across 300-plus holdings, a dividend-weighting methodology that naturally selects for cash-generating companies, and nearly two decades of uninterrupted payments all point to a durable income stream. Special year-end distributions fluctuate and should not be treated as guaranteed. The base monthly distributions have been consistent.

SCHD has delivered stronger long-term price appreciation and a higher yield based on the data reviewed. DON’s portfolio is structured differently, with exposure to mid-cap companies that SCHD largely excludes, monthly income distributions, and deep diversification across 300-plus holdings. The two funds serve different segments of the dividend equity market.

Wall Street misprices the AGI revolution by underestimating physical grid and thermodynamic constraints, not just software and silicon scalability. Constellation Energy (CEG), Eaton (ETN), and Vertiv (VRT) are top picks for AI Energy Alpha, each offering unique moats in power, voltage, and thermal management. CEG anchors the 206 GW data center pipeline with 55 GW baseload, federal PTC floors, and 20-year hyperscaler PPAs, post-Calpine merger.

With mega-cap tech names dominating many equities conversations in recent quarters, investors might be seeking an alternative with a bit more breadth. So-called GARP stocks—named because of their potential to provide "growth at a reasonable price"—aim to combine elements of value and growth names in a single investment.

Unlike the dominant tech names that have soared even further in the last year, GARP stocks tend to be more modestly sized, with lower valuations but strong potential for growth across different fundamental metrics. Investors searching for GARP names might start with the three companies below, combining value and growth traits.

Get IBKR alerts:

Big Growth at a Decent Value for Interactive Brokers Interactive Brokers Group Inc. NASDAQ: IBKR provides brokerage and trading services and products to both retail and professional investors and advisors. With a price-to-earnings (P/E) ratio of 31.22, IBKR falls more on the growth side than the value side for our purposes.

Interactive Brokers Group Today

IBKR

Interactive Brokers Group

$66.70 -1.35 (-1.98%)

As of 03/6/2026 04:00 PM Eastern

52-Week Range$32.82▼

$79.18Dividend Yield0.48%

P/E Ratio30.11

Price Target$76.39

Still, the company offers a competitive P/E ratio compared with the broader market, which sits at 37.72 on average, meaning that IBKR may still appeal to investors keen to get in on its growth potential, particularly in moments in which the stock price dips.

And when it comes to growth potential, IBKR does indeed have a lot to offer. Besides a projected 9% in earnings growth in the coming year and 11% in near-term upside potential, Interactive Brokers achieved a fifth consecutive quarter of more than $1 billion in adjusted pre-tax income for the latest period, with total annual revenues reaching a record above $6 billion for last year.

A lot of this growth is thanks to the company adding about 1 million net new accounts, but it's also due to larger investments from clients—client equity climbed by 37% year-over-year (YOY) in 2025 to $780 billion. With additional product launches likely to come in 2026, as well as the continued rollout of recent offerings like AI features and expansion into new markets, IBKR could be on track to continue its strong growth trajectory. At the same time, investors will want to keep an eye on interest rates, considering the outsized impact rate changes may have on trading behaviors and, therefore, IBKR stock.

Major Cash Flow and a Dividend Bonus for a Natural Gas Winner An upstream energy company focused on natural gas, EQT Corp. NYSE: EQT may already be a draw for income-focused investors thanks to its dividend yield of 1.08% and rock-solid sub-20% dividend payout ratio.

EQT Today

$61.93 +0.26 (+0.42%)

As of 03/6/2026 03:58 PM Eastern

52-Week Range$43.57▼

$63.06Dividend Yield1.07%

P/E Ratio18.71

Price Target$66.09

It supports this giveback to shareholders with a combination of ramping production—in particular, strength in its compression projects and falling well costs—exceptional cash generation, and strategic acquisitions, all at a time when data center energy demand is fueling growth among natural gas producers.

With $2.5 billion in free cash flow in the latest quarter, EQT could boost its stake in strong operational centers like the Mountain Valley Pipeline and funnel $600 million into updating certain compression and water systems to improve operations. With additional cash on hand, EQT can continue to reduce its debt.

The company's P/E ratio is 18.52, below the average for the energy sector, which is impressive given that shares have risen by nearly 23% in the last year. Its price-to-book ratio (P/B) is also competitive at 1.38. Given that Wall Street expects earnings to climb by a third in the coming year, alongside an additional 8% upside for EQT shares, investors may conclude that the company's Moderate Buy rating is justified.

TJX Posts Strong Earnings, But Slowdown in Comps Sales Created Momentary Dip Opportunity TJX Companies Inc. NYSE: TJX is an off-price retailer of various apparel and items for the home through shops including T.J. Maxx, Marshalls, and HomeGoods. The company presented a strong Q4 fiscal 2026 earnings report (for the period ending Jan. 31, 2026), including a 16% YOY increase in adjusted earnings per share (EPS), and plans to open about 146 net new stores in the coming fiscal year.

TJX Companies Today

TJX

TJX Companies

$159.61 -1.32 (-0.82%)

As of 03/6/2026 03:58 PM Eastern

52-Week Range$112.10▼

$162.68Dividend Yield1.07%

P/E Ratio32.71

Price Target$167.55

However, shares fell briefly on management's expectation that comparable sales growth might slow to a rate of 2-3% in fiscal 2027, compared to 5% in the most recent year.

Still, TJX has many compelling growth factors. Its inventory management is very strong, as it has been successful in navigating tariff concerns. Besides that, analysts are looking for about 10% in earnings growth and a few more percentage points in upside after a 33% improvement in the past year. TJX's price-to-sales (P/S) ratio of 2.97 suggests it may have upside potential, particularly for investors looking to buy on a dip.

Should You Invest $1,000 in Interactive Brokers Group Right Now?Before you consider Interactive Brokers Group, you'll want to hear this.

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While Interactive Brokers Group currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

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While technology gets all the headlines, the retail space can still be a good place to find attractive stocks. Although not always as exciting as the tech sector, there are companies in the space with solid long-term growth potential.

Let's look at three retail stocks to buy this month.

Image source: Getty Images.

1. Amazon Amazon (AMZN 2.61%) is a great combination of an e-commerce retailer and a tech company through its Amazon Web Services (AWS) cloud computing unit. The company is the largest e-commerce operator in the world, and it has built a wide moat through its far-reaching logistics network.

Today's Change

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The company's e-commerce operations continue to see solid growth, but the most intriguing part of the Amazon story is the operating leverage it is seeing in this business. After years of building out its logistics and fulfillment network, the company is now using artificial intelligence (AI) and robotics to make it more efficient.

Amazon is actually the largest operator and manufacturer of robots in the world and now deploys more than 1 million in its warehouses, all coordinated by its DeepFleet AI model. This operating leverage could be seen in the fourth quarter, when its North American operating income climbed 24% on a 10% increase in sales.

At the same time, Amazon is seeing strong growth from AWS. AWS revenue accelerated to 24% growth last quarter, and that strong growth should continue as it ramps up its capital expenditures (capex) for 2026 to increase its data center capacity. Given the operating leverage it is seeing in its e-commerce business and growth at AWS, this is a stock to buy.

2. MercadoLibre Often considered the Amazon of Latin America (the U.S. company, not the South American rainforest), MercadoLibre (MELI +0.41%) is one of the most under-the-radar retail growth stories. The company has grown its revenue by 30% or more every quarter for about the past seven years, including by 45% last quarter.

Today's Change

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The company has a logistics edge over Amazon in Latin America, and has been attracting more and more consumers to its platform as it invests in free shipping. Meanwhile, it's also taken a page out of Amazon's book and is using AI to drive ad revenue growth tied to its platform. It's also using AI to help its salesforce bring more high-value third-party merchants to its platform.

While MercadoLibre doesn't have a cloud computing business like Amazon, its fintech business has been another big growth driver. It's transformed Mercado Pago from a checkout tool to a full-fledged financial service platform that can help serve the large unbanked population of South America. Its monthly active users continue to climb, as do its assets under management, credit card users, and payment volumes.

With MercadoLibre stock down on the year due to the company being in investment mode, I've been scooping up shares here.

3. Chewy Chewy (CHWY 2.49%) is one of the most intriguing names in retail in my view. The company offers a solid combination of growth and operating leverage with a very defensive business model. However, with the stock trading at a forward price-to-earnings ratio (P/E) of 16.5 times analyst estimates, it is currently getting very little credit in the market for this.

Today's Change

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-2.49

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-0.65

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Chewy's defensive nature comes from the fact that the bulk of its sales are from pet food and other pet necessities that are autoshipped. More than 80% of its sales come from customers who use its autoship program (although this does include non-autoshipped sales). These are loyal customers who, on average, spend nearly $600 a year with the retailer. Meanwhile, revenue growth has been strong, with sales climbing by 8.4% through the first nine months of its fiscal year.

At the same time, Chewy has been working to expand its gross margins. Like both Amazon and MercadoLibre, Chewy is seeing strong growth in its higher-margin ad business. It has also introduced a new paid membership program and has been expanding into other higher-margin areas like private-label pet food and pet medicine.

Between its valuation, growth, and operating leverage, this is a solid stock to buy for the long term.

Headwater Exploration has a low-cost, high-profitability business model. CDDRF has growth plans to mitigate market headwinds. Consistent annual payout periods in the original core area highlight exceptional capital efficiency.

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.

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Wall Street ended the week lower as conflict in the Middle East erupted after Iranian Supreme Leader Ayatollah Ali Khamenei was killed, triggering war escalations between the U.S. and Israel vs. Iran and uncertainty within oil supply chains.

Oil prices (CL1:COM) rose more than 36% this week, while oil and gas producers, refiners, and energy infrastructure companies also surged. WTI Crude (CL1:COM) reached a high of $92.61 per barrel, while Brent (CO1:COM) jumped to exceed $94.55.

Disruption to traffic in the Strait of Hormuz is expected to last, heightening volatility across commodities, as U.S. President Donald Trump stated that the U.S. has sufficient weapons and munitions to achieve its military objectives in Iran.

Moreover, U.S. Treasury yields rose significantly as the ISM Manufacturing Prices gauge jumped more than expected in February, raising inflation concerns. The U.S. 10-Year bond yield (US10Y) is up 4.6% this week, while the U.S. 2-Year bond yield (US2Y) is up 5%, and the U.S. 30-Year yield (US30Y) is up 3.2%.

On the economic calendar, the February U.S. ISM Manufacturing PMI held higher than expected at 52.4, and U.S. private sector employment grew by 63K jobs in February, topping the +43K consensus and accelerating from the 11K added in January.

In addition, U.S.-based employers announced 55% fewer job cuts in February, and U.S. nonfarm payrolls dropped by 92,000 in February, vs. the 60,000 consensus.

For the week, the S&P (SP500) lost -2.0%, while the tech-heavy Nasdaq Composite (COMP:IND) dipped -1.2%, and the blue-chip Dow (DJI) fell -3.0%. Read a preview of next week's major events in Seeking Alpha's Catalyst Watch.

The escalating conflict in Iran has sent waves through energy markets, erasing the $50 and $60 ranges oil has traded in for the past nine months. This week alone, WTI crude oil (CL1:COM) surged 20% to top $70 and then $80, prompting concerns over what any sustained rise might mean for global supply chains and economies worldwide. As war risk premiums are priced in, Seeking Alpha subscribers were polled on how high crude prices will go given the uncertainty surrounding the Strait of Hormuz. Read more here.

Seeking Alpha's Calls Of The Week

Weekly Movement

U.S. Indices
Dow -3.0% to 47,502. S&P 500 -2.0% to 6,740. Nasdaq -1.2% to 22,388. Russell 2000 -4.1% to 2,525. CBOE Volatility Index +48.5% to 29.49. S&P 500 Sectors
Consumer Staples -4.9%. Utilities -2.1%. Financials -1.8%. Telecom -2.1%. Healthcare -4.6%. Industrials -4.1%. Information Technology -0.4%. Materials -7.2%. Energy +1%. Consumer Discretionary -1.4%. Real Estate -2.3%.

World Indices
London -5.7% to 10,285. France -6.8% to 7,993. Germany -6.7% to 23,591. Japan -5.5% to 55,621. China -0.9% to 4,124. Hong Kong -3.3% to 25,757. India -2.9% to 78,919.

Commodities and Bonds
Crude Oil WTI +35.6% to $90.9/bbl. Gold -1.7% to $5,158.7/oz. Natural Gas +11.4% to 3.186. Ten-Year Bond Yield -0.2 bps to 4.132.

Forex and Cryptos
EUR/USD -1.66%. USD/JPY +1.11%. GBP/USD -0.54%. Bitcoin +1.6%. Litecoin -0.9%. Ethereum +0.9%. XRP -0.6%.

Top S&P 500 Gainers
The Trade Desk (TTD) +23%. Intuit (INTU) +18%. LyondellBasell Industries N.V. (LYB) +17%. CF Industries Holdings (CF) +16%. Expedia Group (EXPE) +16%.

Top S&P 500 Losers
Norwegian Cruise Line Holdings (NCLH) -19%. Carnival Corporation & plc (CCL) -18%. The AES (AES) -18%. Corning (GLW) -18%. Sandisk (SNDK) -17%.

Where will the markets be headed next week? Current trends and ideas? Add your thoughts to the comments section.

In this video, Motley Fool contributor Jason Hall makes the case for Broadcom (AVGO 0.54%) as one of the best -- if not the best -- semiconductor stock to own over the coming decade, even as chip giants including Nvidia (NVDA 2.94%), Intel (INTC 5.41%), and others reap the rewards of massive and growing demand.

*Stock prices used were from the Morning of March 6 2026. The video was published on March 7 2026.

Jason Hall has positions in ASML, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends ASML, Advanced Micro Devices, Applied Materials, Intel, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy. Jason Hall is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.