Market Signal Briefing

There have been some big cryptocurrency winners over the past three years, with Bitcoin and XRP being two stand-outs with their gains of nearly 200% and 320%, respectively. But the crypto market has been very volatile recently, as investors have sought safer investments amid the Iran conflict, tariff threats, and the disruption of many companies by artificial intelligence (AI).

If you're interested in investing in technology but don't want the inherent volatility that comes with owning cryptocurrencies, here are two great tech stocks that have great long-term potential for gains.

Image source: Getty Images.

Not all AI leaders are overpriced There's a lot of debate over whether AI stocks are in a bubble, as the value of many tech stocks has soared over the past few years. But while some companies are likely overvalued, many are increasing sales and earnings quickly -- and Taiwan Semiconductor (TSM 2.79%) is a great example of the latter.

Taiwan Semiconductor, also called TSMC, is the leading processor manufacturer with 70% global market share. In the fourth quarter, its sales rose 26% to $33.7 billion, and its earnings popped 35% to $3.14 per American depositary receipt.

TSMC benefits from its dominant position in AI processor manufacturing, and management estimates more growth this year, with sales expected to increase 30% in 2026 compared to last year. One thing that's helping TSMC grow at such a steady pace is the company's semiconductor manufacturing know-how, which has enabled it to stay ahead of Samsung and Intel. While other companies make similar processors, they can't match TSMC's efficiency.

But maybe one of the most impressive things about TSMC is that its stock is still relatively inexpensive. Taiwan Semiconductor's shares have a price-to-earnings (P/E) ratio of about 32, which is cheaper than the tech sector average P/E ratio of 35.

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Don't count this tech giant out Alphabet (GOOGL 2.01%) (GOOG 2.27%) doesn't have the same flashiness as some smaller AI stocks, but I believe the company has plenty going on that investors should be excited about.

For one, its Gemini chatbot had more than 750 million monthly active users at the end of 2025 -- an increase of about 67% in six months-- an impressive achievement amid a fiercely competitive AI agent race. What's more, the company recently inked a multiyear deal with Apple, reportedly worth several billions of dollars, that will make Gemini the underlying AI model for an upcoming Siri update.

In addition to its AI gains, Alphabet is also a key player in the emerging quantum computing market. The company released its Willow quantum computing chip in 2024, which can substantially reduce error rates. Just last year, it ran a verifiable algorithm on a quantum computer 13,000 times faster than on a supercomputer.

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The company is working toward building a large, error-corrected, one-million-qubit quantum computer and is currently at milestone three of six to reach that goal. That's notable considering the scope of quantum computing, which could be a $100 billion market by 2035.

To top it all off, Alphabet's stock has a P/E ratio of just 28 right now, making its shares a downright bargain.

Chris Neiger has positions in Apple. The Motley Fool has positions in and recommends Alphabet, Apple, Bitcoin, Intel, Taiwan Semiconductor Manufacturing, and XRP and is short shares of Apple. The Motley Fool has a disclosure policy.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Camping World To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Camping World between April 29, 2025 and February 24, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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New York, New York--(Newsfile Corp. - March 21, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Camping World Holdings, Inc. ("Camping World" or the "Company") (NYSE: CWH) and reminds investors of the May 11, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (i) the Company overstated its ability to "surgically manage [its] inventory" to optimize profit using "data analytics;" (ii) the Company overstated the retail demand of consumers it was experiencing and/or reasonably expected; (iii) as a result, the Company would require "strict, corrective inventory management objectives," negatively impacting gross profit and margins; (iv) the Company's inadequate systems and processes prevented it from ensuring reasonably accurate disclosures and/or guidance, including about the health of its balance sheet and/or the ability to manage SG&A expenses; and (v) that, as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

On October 28, 2025, after the market closed, Camping World released its third quarter 2025 financial results, reporting, among other things, that "new vehicle revenue was $766.8 million for the third quarter, a decrease of $58.1 million, or 7.0%," "average selling price of new vehicles sold decreased 8.6%," and "new vehicle gross margin was 12.7%, a decrease of 81 basis points, driven primarily by the 8.6% decrease in the average selling price per new vehicle sold." The Company further disclosed that "total gross margin was 28.6%, a slight decrease of 27 basis points," and "the slight gross margin decrease was primarily from the reduced average selling price per new vehicle sold." The Company further disclosed it saw 2026 as a "consecutive year of Adjusted EBITDA growth, starting in the low $300 million range." Nonetheless, the Company purported to reassure investors that "this judicious conservatism, combined with our fortified balance sheet and improving leverage, has set the stage for our return to measured and accretive M&A activity across the business."

On this news, Camping World's stock fell $4.17, or 24.8%, to close at $12.65 per share on October 29, 2025, on unusually heavy trading volume.

Then, on February 24, 2026, after the market closed, Camping World released its fourth quarter 2025 results, reporting, among other things, that it had "implemented strict, corrective inventory management objectives to structurally improve [its] turnover rates" creating gross margin headwinds into 2026. The Company reported financial results, including that "net loss was $(109.1) million for the fourth quarter of 2025, an increased loss of $49.6 million, or 83.3%," "adjusted EBITDA was $(26.2) million, an increased loss of $23.7 million," "gross profit was $338.2 million, a decrease of $38.7 million, or 10.3%, and total gross margin was 28.8%, a decrease of 247 basis points." The Company also reported "new vehicle gross margin was 12.3%, a decrease of 291 basis points," and "used vehicle gross margin was 16.0%, a decrease of 277 basis points," both due to an increase in the average cost per vehicle sold and a decrease in average selling price, "driven in part by accelerated sales of aged used vehicles in December." The Company additionally reported SG&A as a percent of gross profit of 85%, a 190 basis point year over year improvement, falling far short of the Company's prior guidance for a 300 to 400 basis points improvement.

Finally, the Company announced that it would be pausing its quarterly cash dividend, effective immediately, "following consideration of forecasted tax distributions, the reduced availability of excess tax distributions to fund dividend payments driven partly by the impact of recent tax law changes, and in consideration of the Company's focus on reducing net debt leverage."

On this news, Camping World's stock price fell $1.79, or 16.5%, to close at $9.06 per share on February 25, 2026, on unusually heavy trading volume.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Camping World's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Camping World Holdings class action, go to www.faruqilaw.com/CWH or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/289352

Source: Faruqi & Faruqi LLP

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SummaryAres Capital, Capital Southwest, and Trinity Capital stand out as attractive BDCs for income-focused investors amid sector headwinds.Rising defaults, increased leverage (average 1.25x), and potential recession risks warrant caution across the BDC sector despite appealing yields.Dividend safety is not guaranteed by spillover income; recent cuts at TPVG and MSDL underscore this vulnerability.ARCC, CSWC, and TRIN offer manageable leverage, solid balance sheets, and low non-accruals, supporting their relative dividend safety and quality.Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More » matdesign24/iStock via Getty Images

Introduction I remember when I first started reading Seeking Alpha years ago, Business Development Companies (BIZD) saw little coverage as many viewed them as riskier investments.

I often heard that many were attractive for income-focused

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Plug Power To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Plug Power between January 17, 2025 and November 13, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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New York, New York--(Newsfile Corp. - March 21, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Plug Power Inc. ("Plug Power" or the "Company") (NASDAQ: PLUG) and reminds investors of the April 3, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (i) Defendants had materially overstated the likelihood that funds attributed to the DOE Loan would ultimately become available to Plug Power, and/or that Plug Power would ultimately construct the hydrogen production facilities necessary to receive those funds; (ii) as such, Plug Power was likely to pivot toward more modest projects with less commercial upside; and (iii) as a result, the Company's public statements were materially false and misleading at all relevant times.

On October 7, 2025, Plug Power issued a press release and filed a current report on Form 8-K with the United States Securities and Exchange Commission ("SEC") announcing that Defendant Andrew Marsh would step down from his role as the Company's Chief Executive Officer, "effective as of the date [Plug Power] files its [2025] Annual Report", and that Sanjay Shrestha would step down from his role as the Company's President, "effective as of October 10, 2025[.]" Plug Power concurrently announced the appointment of Chief Revenue Officer Jose Luis Crespo to both roles. The abrupt departure of two key executives just one month before the expected issuance of Plug Power's financial and operating results for the third quarter plainly did not bode well for the Company.

On this news, Plug Power's stock price fell $0.26 per share, or 6.29%, to close at $3.87 per share later that day.

Then, on November 10, 2025, Plug Power issued a press release reporting its financial results for the quarter ended September 30, 2025, and filed a quarterly report on Form 10-Q with the SEC that reported the same. That same day, Plug Power held a related conference call to discuss those results. During the call, Defendants announced that they expected to generate more than $275 million in liquidity after signing a nonbinding letter of intent to monetize their electricity rights in New York and one other location in partnership with a major U.S. data center developer, and that "[a]s a result, we have suspended activities under the DOE loan program, allowing us to redeploy capital". This represented a significant pivot for Plug Power. Defendants had not previously discussed the possibility of suspending activities under the DOE Loan and during the Class Period, and, just eight months earlier, had specifically advised analysts that they should "not expect revenue from that segment [i.e., data center power generation] of any size over the next two to three years".

On this news, Plug Power's stock price fell $0.09 per share, or 3.39%, to close at $2.53 per share on November 11, 2025.

Then, during market hours on November 13, 2025, The Washington Examiner reported that Plug Power "confirmed . . . that it suspended activities" on "its plans to construct six facilities to produce and liquefy zero or low-carbon hydrogen, putting at risk" the $1.66 billion DOE Loan it closed in January.

On this news, Plug Power's stock price fell $0.48 per share, or 17.58%, over the following two trading sessions, to close at $2.25 per share on November 14, 2025.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Plug Power's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Plug Power class action, go to www.faruqilaw.com/PLUG or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/289367

Source: Faruqi & Faruqi LLP

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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Pomdoctor To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Pomdoctor between October 9, 2025 and December 11, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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New York, New York--(Newsfile Corp. - March 21, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Pomdoctor Limited ("Pomdoctor" or the "Company") (NASDAQ: POM) and reminds investors of the April 13, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) that PomDoctor was the subject of a fraudulent stock promotion scheme involving social media based misinformation and impersonated financial professionals; (2) that insiders and/or affiliates used offshore or nominee accounts to facilitate the coordinated dumping of shares during a price inflation campaign; (3) that PomDoctor's public statements and risk disclosures omitted any mention of the false rumors and artificial trading activity driving the stock price; and (4) that, as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

Pomdoctor experienced a significant decline in its share price between December 10 and December 11, 2025. The company's stock closed at approximately $0.50 per share on December 10, 2025, before falling to about $0.38 per share at the close of trading on December 11, 2025, representing a decline of roughly $0.12 per share, or approximately 24%, in a single trading session. The drop followed heightened volatility and selling pressure in the stock, amid broader investor concerns regarding Pomdoctor's financial performance and valuation.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Pomdoctor's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Pomdoctor class action, go to www.faruqilaw.com/POM or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/289368

Source: Faruqi & Faruqi LLP

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On Feb. 25, 2026, Jennifer Simons, Senior Vice President, Chief Legal Officer, and Secretary at Oceaneering International (OII 0.31%), reported the sale of 10,284 shares of common stock for a transaction value of approximately $401,000, as disclosed in the SEC Form 4 filing.

Transaction summaryMetricValueShares sold10,284Shares withheld6,673Transaction value$400,665Post-transaction shares35,387Post-transaction value$1.34 millionTransaction value based on SEC Form 4 weighted average purchase price ($38.96); post-transaction value based on Feb. 25, 2026 market close ($37.92).

Key questionsHow does the scale of this transaction compare to Simons’ prior activity?
This sale involved 22.5% of her total holdings, a smaller proportion than the 39% sold in her previous January 2026 transaction, aligning with the declining available share base.Did the transaction impact indirect or derivative holdings?
No, the transaction solely affected directly held common stock; Simons retains no indirect or derivative positions in the company post-trade.How has Simons' ownership profile changed following this transaction?
Direct common stock holdings declined to 35,387 shares (down from 74,826 prior to January 2026), maintaining continued insider exposure but at a reduced level in line with recent administrative sales cadence.Company overviewMetricValueRevenue (TTM)$2.78 billionNet income (TTM)$353.76 millionEmployees11,1001-year price change70.81%1-year price change calculated using Feb. 25, 2026 as the reference date.

Company snapshotProvides engineered services, remotely operated vehicles (ROVs), subsea robotics, manufactured products, and digital solutions for the offshore energy, defense, aerospace, and industrial sectors.Generates revenue through project-based contracts, equipment sales, maintenance services, and recurring software and analytics solutions, with a diversified portfolio across subsea operations and asset management.Serves global energy producers, government agencies, defense contractors, and industrial clients seeking advanced subsea, robotics, and integrity management solutions.Oceaneering International is a diversified provider of engineered products and services, specializing in subsea robotics and automation solutions for complex offshore and industrial environments. The company leverages a broad portfolio—spanning robotics, manufactured products, and digital asset management—to serve energy, defense, and government customers worldwide.

Oceaneering's competitive advantage lies in its technological expertise, scale, and ability to deliver integrated solutions that enhance operational efficiency and safety for clients operating in challenging environments.

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What this transaction means for investorsSimons’ $400,000 sale in February was pursuant to a Rule 10b5-1 trading plan, a contract that allows company insiders to transact shares of their company on a pre-arranged basis. Rule 10b5-1 trading plans are common defenses against insider trading charges.

That said, it’s been a strong year for Oceaneering International’s stock, which had climbed 70% year over year on the date of the transaction. The company reported its fourth-quarter and full-year results on Feb. 18. Revenue decreased 6% in the fourth quarter year over year, while operating income decreased 16% and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) decreased 11%. Net income increased 217%, partially due to a discrete tax benefit. Yet despite the challenging quarter, full-year results were positive, with revenue of $2.5 billion increasing 5% year over year, operating income of $305 million increasing 24%, net income of $354 million increasing 140%, and adjusted EBITDA up 16%.

Oceaneering International primarily serves the offshore energy industry, though its aerospace and defense operations have been growing recently. The stock may continue to see pronounced movement as storylines surrounding oil, energy, and international conflicts play out in the global markets.

The share price of American semiconductor giant Nvidia (NASDAQ; NVDA) is witnessing notable attention after a large options trade placed a bullish bet on the equity for a potential breakout above the long-standing $200 level.

The move comes after months of consolidation, with the stock repeatedly testing resistance at $200 while holding within a defined range. 

Notably, despite recent strong fundamentals such as impressive earnings, the stock has failed to break past the $200 level. As of press time, NVDA shares were valued at $172, having closed the last session down over 3%.

NVDA one-week stock price chart. Source: Finbold Whales bet big on NVDA stock price  Now, data shared by charting platform TrendSpider on March 20 indicates that recent options flow shows a whale executing an aggressive $5 million sweep of out-of-the-money call options, signaling strong conviction in a near-term upside move.

The position carries a breakeven around $212 and targets a roughly 21% advance by September 2026, effectively placing a timed bet on Nvidia decisively clearing the $200 barrier.

Notably, Nvidia has spent nearly a year coiling below $200, forming a prolonged consolidation that often precedes a breakout. 

Nvidia stock price analysis chart. Source: TrendSpider Price action has stayed capped near resistance while holding support at the lower end, signaling steady accumulation rather than distribution.

The stock is now testing its 200-day exponential moving average (EMA), a key line separating long-term bullish and bearish trends. A sustained move above it would strengthen the breakout case as the range tightens and volatility compresses.

At the same time, volume profile shows heavy activity just below $200, suggesting a breakout could trigger rapid repricing as liquidity thins above resistance. 

Meanwhile, momentum indicators point to a prolonged squeeze, with pressure building after weeks of low volatility, a setup that often precedes sharp moves.

In the short term, the stock has formed lower highs but continues to hold key support, indicating compression between the mid-$170s and resistance just under $200.

Nvidia stock price analysis chart. Source: TrendSpider Nvidia stock fundamentals Indeed, several fundamental elements support a bullish Nvidia stock outlook. In this line, the biggest development came earlier this week when the technology giant confirmed a massive deal to supply more than 1 million GPUs, including next-generation Blackwell and Vera Rubin architectures, to Amazon Web Services (AWS) by the end of 2027.

The agreement, spanning 2026–2027, also encompasses additional Nvidia AI offerings such as networking and software solutions, underscoring sustained explosive demand from cloud giants building out planetary-scale AI factories.

Meanwhile, at GTC 2026, CEO Jensen Huang unveiled the Nvidia Vera Rubin platform, described as a “generational leap,” with seven breakthrough chips forming rack-scale supercomputers optimized for agentic AI, robotics, and inference at unprecedented scale. 

Huang projected at least $1 trillion in cumulative orders for Blackwell and Vera Rubin systems through 2027.

Additional tailwinds include renewed sales momentum in China, with approvals to resume H200 shipments and incoming purchase orders, as well as expanded partnerships in automotive, telecommunications, robotics, and industrial design.

Featured image via Shutterstock

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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SummaryBlackRock stands as the gold standard in global asset management, with $14 trillion AUM and industry-leading ETF and alternatives platforms.BLK's transformation into a top-five alternatives platform, with $675 billion in client assets, drives higher fee yields and supports margin expansion.At a forward P/E of 19.1 and an 8% discount to fair value, BLK offers compelling total return potential, supported by 13.5% annual EPS growth consensus.Risks include fiduciary litigation from 401(k) private equity integration and potential recession-driven AUM declines, but BLK’s diversified model and dividend growth remain intact.Looking for a portfolio of ideas like this one? Members of The Dividend Kings get exclusive access to our subscriber-only portfolios. Learn More » J Studios/DigitalVision via Getty Images

Co-authored by Kody's Dividends

We live in an era that loves to compare generic products to the original premium product. You don't have to go far on Instagram, Facebook (META), or even TikTok (

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Kody's Dividends, Justin Law, and Rachel Kaufman are part of the Dividend Kings team

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Pinnacle Silver & Gold Corp (TSX-V:PINN, OTCQB:PSGCF, FRA:P9J) CEO Robert Archer talked with Proactive about a new polymetallic discovery at the El Potrero project, marking a significant development beyond the company’s traditional gold-silver focus.

Archer explained that the company had previously concentrated on the northern portion of the property, historically known for gold and silver production.

However, a LIDAR survey conducted last fall identified new targets across the broader project area. Follow-up work in the southwestern zone led to the discovery of silver-lead-zinc mineralization, introducing a new dimension to the project.

The company plans to advance this new zone alongside its existing exploration efforts, with additional sampling and mapping before potential drilling later in the year.

Meanwhile, Pinnacle is actively rehabilitating underground workings in the northern section of the property, preparing for an imminent underground drilling program.

Proactive: Welcome back inside our Proactive newsroom. Joining me now is Robert Archer, CEO of Pinnacle Silver & Gold. Bob, great to see you again. How are you?

Robert Archer: Doing well, thanks.

News out about a new polymetallic zone. Remind us about the project and the work leading to this update.

The El Potrero project has historically been a gold-silver project. We’ve focused on the northern 10% where the historic mines and plant are located. Last fall, we flew a LIDAR survey over the entire project and identified several targets. When we followed up in the southwestern portion, we discovered silver-lead-zinc mineralization, which is quite different from what we’ve been targeting. Regionally, it makes sense since it’s only four kilometres from the Tropea polymetallic mine. It’s new for us and adds a whole new dimension.

How does this change your approach going forward?

We’ll advance it with more follow-up work, mapping and sampling, and eventually drilling later this year alongside our northern drilling. It can run in parallel. If it reaches production, it would require a flotation circuit instead of the leaching setup used for gold-silver, but that’s further down the line.

What are the next steps over the next few months?

On the exploration side, we’ll continue advancing the LIDAR targets and releasing results. At the same time, we’re rehabilitating historic underground workings in the north. Crews are currently building drill stations in preparation for underground delineation drilling, which should begin in a few weeks. That will transition into surface drilling and ultimately toward a production decision later this year.

Sounds like things are progressing well.

Yes, very much so. We’ve only had the project for just over a year, and we’re happy with the progress as we fast-track toward production.

Quotes have been lightly edited for style and clarity

Micron Technology has been one of the top performers on the stock market in 2026, with its shares rising an impressive 62% this year, as of this writing. The memory specialist's share price rally is driven by a terrific increase in revenue and earnings, and the good news is that it can sustain its growth.

Even with its strong showing, Lumentum (LITE 8.65%) and Western Digital (WDC 7.52%) have outperformed Micron this year. While Lumentum is up 90% in 2026, Western Digital has posted an 77% gain.

Importantly, both these tech stocks are likely to soar higher as each should benefit from lucrative artificial intelligence (AI)-fueled growth trends. Let's take a closer look at the catalysts that could send them soaring.

Image source: Getty Images.

Lumentum caters to a fast-growing AI niche AI data centers need fast connectivity to move massive datasets quickly. This ensures that AI workloads -- such as training large language models or inference applications -- aren't hindered by slow data transmission.

Lumentum's optical and photonic products help solve this potential bottleneck. The company sells switches, optical products, and lasers focused on enhancing the bandwidth of networks and enabling high-speed data transfers. Not surprisingly, its products are in great demand from hyperscalers.

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As noted by Lumentum CEO Michael Hurlston on the company's February earnings call:

We are now recognized as a foundational engine of the AI revolution. Virtually every AI network is powered by Lumentum technology, either through our direct hyperscaler partnerships or as the critical component supplier that enables our network equipment manufacturer customers.

The robust demand for Lumentum's networking products is evident in its remarkable revenue and earnings growth. The company released its fiscal 2026 second-quarter results (for the three months ended Dec. 27, 2025) on Feb. 3. Its revenue in the first six months of the fiscal year jumped by an impressive 62% to $1.2 billion.

Even better, Lumentum's margin profile is improving due to higher factory utilization rates, a more favorable product mix, and higher pricing. These factors explain why Lumentum's non-GAAP earnings jumped by a whopping 367% year over year in the first half of the fiscal year to $2.80 per share.

This red-hot growth isn't going to slow down anytime soon. Lumentum anticipates a stronger year-over-year increase of 85% in revenue in the current quarter, which is well above the growth it has clocked in the first half. The midpoint of its earnings guidance stands at $2.25 per share, a jump of almost 4x over the year-ago period's reading of $0.57 per share.

As the build-out of AI data centers isn't showing any signs of slowing, it is easy to see why analysts anticipate Lumentum's healthy bottom-line growth momentum will continue.

Data by YCharts.

So, don't be surprised to see Lumentum stock rise further as it is poised to deliver remarkable earnings growth in the short and long run.

Western Digital's storage products are sold out due to AI AI data centers have driven a storage boom, which isn't surprising, since the huge datasets needed for AI training and inference must be stored somewhere. This is the reason why the demand for hard-disk drives (HDDs) has simply taken off.

Tom's Hardware reported in November 2025 that large-capacity HDDs used in data centers have a lead time of two years. Western Digital is a beneficiary of this red-hot demand, which is fueling a major increase in HDD prices. The prices of popular HDDs increased at an average monthly pace of 46% from September 2025 to December 2025.

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Not surprisingly, Western Digital's revenue in the first six months of fiscal 2026 (which ended on Jan. 2, 2026) increased by 26% year over year to $5.83 billion. The favorable pricing environment explains why Western Digital's earnings have doubled over the same period to $3.92 per share. What's worth noting is that the company has sold out all of its available HDD capacity for 2026.

CEO Irving Tan pointed out in the company's January earnings call:

As we highlighted, we're pretty much sold out for calendar '26. We have firm POs with our top seven customers. And we've also established LTAs with two of them for calendar year '27 and one of them for calendar year '28.

Western Digital is therefore now entering into long-term agreements with customers for HDD capacity over the next three years. This should ensure continued growth in the company's revenue and earnings. Another important point to note is that the AI-centric storage market's revenue is anticipated to increase at a 25% compound annual growth rate through 2032, according to a third-party estimate.

So, the strong earnings growth that analysts expect from Western Digital should continue beyond the next couple of fiscal years.

Data by YCharts.

This robust earnings growth should ideally be a tailwind for this tech stock, which is why investors can consider buying Western Digital before it skyrockets further.

Warren Buffett, the "Oracle of Omaha," was born in 1930 and has spent decades establishing himself as one of the great minds in investing. While he reportedly loves Coca-Cola, and has invested heavily in the company, there's another investment Buffett says every investor should own -- the S&P 500 (^GSPC 1.51%).

The S&P 500 tracks about 500 of the largest U.S. companies, including Nvidia and Broadcom. Rather than choosing individual stocks, crossing your fingers, and hoping you're right, the S&P 500 allows you to spread your risk by investing in many different companies. The cherry on top is that it leaves you with more money to invest each year.

While you can't buy shares of the S&P 500 directly because it's a measuring tool, you can invest in the index fund through exchange-traded funds (ETFs) like the SPDR S&P 500 ETF (SPY 1.48%) or the Vanguard S&P 500 ETF (VOO 1.47%).

Image source: Getty Images.

Why the S&P 500? Buffett's approach may not be sexy or exciting enough for some investors, but it's a proven winner long term. Over the last 50 years, the average annual return of the S&P 500 has been 11.992%, assuming dividends are reinvested and excluding inflation.

Here are some of the advantages of the S&P 500 and reasons Buffett's advice may make sense for you:

An eye on large-cap American businesses: The S&P 500 tracks the performance of the 500 largest publicly traded U.S. companies. To give you a sense of how successful these corporations are, a company must have an unadjusted market capitalization of $22.7 billion or more to be added to the S&P 500 index. Importance of public float: Companies must have adequate liquidity and public float. Public float refers to the shares of a publicly traded company available to the public, rather than the number of shares held by insiders. Only successful companies are included: Companies must have positive earnings in the most recent quarter and over the past four combined quarters. Measures sectors across the board: The S&P 500 covers all major sectors, including industrial, consumer discretionary, financials, healthcare, technology, and more. In other words, investing in the S&P 500 through an ETF or mutual fund means creating a more diversified portfolio. Reduces your risk: By holding different sectors, you reduce the risk that one poorly performing sector can sink your entire portfolio. Even if one or two sectors sink for a while (and it could happen), you'll have other sectors to hold the portfolio above water. As you plan for retirement, Buffett's recommendation essentially boils down to this: Remain diversified and invest for the long term. The S&P 500 may help you do that.

Dana George has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

Meta Platforms (META 2.11%) is the eighth-largest publicly traded company in the world with a market capitalization of $1.6 trillion, reaching this position thanks to the healthy growth in its advertising business.

Meta has been using artificial intelligence (AI) tools to encourage users of its social media properties to spend more time on its apps. More importantly, the Magnificent Seven company has been offering AI to brands and advertisers to help them improve audience targeting across its family of applications, driving greater returns on their advertising dollars.

Oracle (ORCL 3.75%), on the other hand, has traditionally been known for its database management software. However, its cloud computing business has received a major boost due to AI. What's more, Oracle is poised to witness a substantial acceleration in growth in the next three years, primarily due to the robust demand for the cloud computing capacity that it is building, as well as its remarkable backlog.

In fact, it won't be surprising to see Oracle overtaking Meta's market cap by 2028, even though the former is well behind the social media giant with a $448 billion market cap. Let's look at the reasons why this possibility cannot be ruled out.

Image source: The Motley Fool.

Oracle's growth rate is set to pick up impressively Both Oracle and Meta Platforms are benefiting from AI adoption in different niches. Meta has been integrating AI into its social media apps, such as WhatsApp, Instagram, and Facebook, to enhance user engagement and boost its advertising business. The company also offers chatbots and foundational models that developers can use to build apps, software solutions, and AI tools.

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It is now focused on developing personal superintelligence, which Meta says will be tailor-made for individuals, enabling it to understand their preferences, interact with the environment, and achieve their goals. However, Meta will need computing power from AI data centers to run its AI workloads. That's why Meta has been investing aggressively in building data centers.

The Mark Zuckerberg-led company pointed out in November 2025 that it will be investing more than $600 billion in the U.S. in the next three years to build AI infrastructure. It is worth noting that Meta has been turning to companies such as Oracle to gain access to AI computing capacity. Oracle was reportedly in talks to sign a $20 billion AI cloud computing deal with Meta last year.

Meta, however, isn't the only AI player looking for cloud computing capacity. The huge contractual backlogs that major tech giants such as Microsoft, Alphabet, and Amazon are sitting on are prompting them to spend more to secure access to additional data center capacity. Also, pure-play AI companies such as OpenAI, Perplexity, and Anthropic are spending hundreds of billions of dollars on AI data centers.

Oracle is the beneficiary of all this incredible spending that's going on. This is evident from the company's remaining performance obligations (RPO) of $553 billion at the end of the third quarter of fiscal 2026 (which ended on Feb. 28). The metric, which refers to the total value of Oracle's contracts that are yet to be fulfilled, shot up by a stunning 325% from the year-ago period.

The important thing to note is that Oracle has been converting that sizable backlog into revenue. Though the company's overall revenue increased by 22% year over year in the previous quarter to $17.2 billion, its cloud revenue jumped by 44% to $8.9 billion. The sizable backlog suggests that the cloud business is on track to keep growing at a terrific pace and help accelerate Oracle's growth.

Not surprisingly, Oracle is expecting a big improvement in its revenue growth from the current fiscal year's projected 17% growth to $67 billion.

ORCL Revenue Estimates for Current Fiscal Year data by YCharts.

According to the chart above, Oracle's top line could jump by 32% in the next fiscal year, followed by a stronger increase of 46% in fiscal 2028. Oracle management pointed out in October 2025 that it sees fiscal 2029 revenue at $185 billion, indicating that its accelerating revenue growth is here to stay.

Meta's relatively slower growth could help Oracle become the bigger company Oracle operates in a market where demand significantly outpaces supply, which explains why it has been receiving large contracts from companies looking to run AI workloads and why it has a massive revenue backlog. Meta Platforms, meanwhile, is building consumer-facing AI products. Of course, there is strong demand for AI tools in areas such as advertising, but the data center market is growing at a much faster pace.

This explains why Meta's growth isn't going to keep up with Oracle's in the next three years.

META Revenue Estimates for Current Fiscal Year data by YCharts.

If Meta trades at 7.8 times sales at the end of 2028, in line with the U.S. tech sector's average sales multiple, it will have a market cap of $2.7 trillion. A similar multiple could take Oracle's market cap to $1.44 trillion after three years (based on its fiscal 2029 revenue estimate of $185 billion). Oracle, however, would likely trade at a premium after three years of faster growth. Additionally, there is a chance it will clock higher-than-expected revenue growth due to its tremendous backlog.

Assuming it trades at 15 times sales due to its market-beating growth rate, Oracle's market cap would be almost $2.8 trillion in three years. So, Oracle stock isn't just poised to beat Meta's returns in the next three years; it has the potential to become a more valuable AI company over this period.

The world may finally get a SpaceX IPO, and investors could not be more excited. In what could be the largest public funding round in history, SpaceX is expected to debut later this year at a market cap of $1.5 trillion-$1.75 trillion, which would put it in the top 10 most valuable companies in the world.

Any investor looking to buy SpaceX stock may run into a few issues, though. First, you are buying when private shareholders have already made billions in gains, with any upside likely capped by a starting market cap over $1 trillion. Second, SpaceX recently merged with xAI -- yes, Elon Musk likes the letter X -- to bring social media company X, its AI start-up, and the space flight giant under one corporate umbrella.

This could be a problem if you want direct exposure to the space economy as an investor, as well as the risk of managing the two struggling companies that are now under the SpaceX umbrella. Instead, investors should hunt for pure-play space stocks with lower market caps.

Image source: Getty Images.

Luckily, there are two stocks that fit this bill and can be added to investors' portfolios right now.

1. Rocket Lab's comprehensive offerings First up: Rocket Lab (RKLB 6.53%). This company is one of SpaceX's true direct competitors, launching 21 rockets for commercial and government customers in 2025 alone. It currently operates a small rocket called the Electron, targeting customers who only need to deliver smaller payloads to orbit.

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In addition to rocket launches, Rocket Lab also designs space systems for potential customers, including satellites and solar arrays. Solar arrays specifically could play a nice role in the space-based data centers growth market.

Rocket Lab's revenue has soared in recent years, rising to $602 million in 2025 from $62.2 million in 2021. It should continue to grow from the Electron and Space Systems segments, but is moving into other areas that could enable a step-change in growth opportunities.

This includes a new rocket called the Neutron, which will be much larger than the Electron and will compete more directly with SpaceX for launch contracts. It is taking a lot of up-front spending to develop, but it is slated to hopefully make its commercial debut in 2026. Next up is Rocket Lab building its own constellation of satellites to sell services to customers, similar to SpaceX's Starlink internet (although it doesn't have to just sell internet services).

2. Planet Labs' focus on surveillance The second company, which is even more underfollowed than Rocket Lab, is Planet Labs (PL +25.48%). This company has built a constellation of satellites not to sell internet services, but to take continuous photos of the Earth from orbit.

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Consistently building increasingly advanced capabilities -- along with using artificial intelligence (AI) for scanning -- has helped Planet Labs secure contracts for its imaging services. Last quarter, its revenue grew 33% year over year to $81 million, and it reported healthy free cash flow.

Customers worldwide are using Planet Labs, including for military applications in the United States. The company has signed deals with NASA, the United States Navy, and the United Nations, all of which have massive budgets and could benefit from Planet Lab's global monitoring capabilities.

The future looks bright for the business, with its backlog up 216% year over year last quarter to $734 million. Expect continued revenue growth for Planet Labs in the years ahead as it secures more of these long-term contracts.

These are all exciting businesses, but they do trade at considerable valuations. SpaceX would have a price-to-sales ratio (P/S) of about 100 if it goes public at its rumored price, though adding xAI revenue may lower it a bit. Rocket Lab trades at a P/S ratio of 61, and Planet Labs at 26.5.

What could make Rocket Lab and Planet Labs better investments than SpaceX is their market caps. Rocket Lab has a market cap below $40 billion, and Planet Labs has a market cap below $10 billion. It doesn't make them risk-free investments, but they have a lot more upside than a stock like SpaceX if it comes out at a $1.5 trillion price at its IPO.

Shares in multi-cancer early detection (MCED) testing company Grail (GRAL 3.36%) rose by as much as 12.4% over the course of the week. The market-busting performance came in a week when a Wall Street analyst upgraded the stock to a "buy" from a "hold" rating.

Wall Street warms to Grail The rating upgrade also came with a price target cut from $110 to $65, representing a 39% premium to Friday's closing price.

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It's been a difficult year for the healthcare stock, with the company shocking investors after it released top-line results from a landmark trial showing it had missed its primary endpoint: a statistically significant Stage III-IV reduction in cancer detection with its Galleri test in the U.K.

The trial aimed to detect cancers at early stages, resulting in a statistically meaningful reduction in the proportion detected at later stages in the tested group compared to the control group.

However, there are grounds to believe that the failure to meet the primary endpoint may be due to the test's design, and follow-up data from the trial may well support the efficacy of the Galleri test and help the company gain Food and Drug Administration (FDA) approval and insurance coverage. The TD Cowen upgrade reflects that thinking.

The case for Grail stock The good news is the trial demonstrated a "substantial increase" in Stage I-II cancers, and a "substantial and clinically meaningful reduction in Stage IV diagnoses compared with standard of care alone across the pre-specified group of 12 deadly cancers."

Image source: Getty Images.

However, the rise in Stage III detections means the reduction in combined Stage III and Stage IV detections (the primary endpoint of the trial) wasn't statistically meaningful. As previously discussed, management hopes that the six- to 12-month follow-up data will support the case for the Galleri trial, as unfortunately, cancers may well develop in the control group.

As ever, in trials, investors need to take a balance-of-probabilities approach and make investment decisions amid considerable uncertainty. TD Cowen thinks the stock is worth buying at the current price, and many investors agreed this week.

Lee Samaha has no position in any of the stocks mentioned. The Motley Fool recommends Grail. The Motley Fool has a disclosure policy.

Plug Power stock price has held steady in the past few weeks as investors reacted to the recent financial results, which showed that its business was doing well. PLUG, a top player in the hydrogen energy industry, was trading at $2.30 on Wednesday, up by 35% from its lowest level this year. 

This recovery may continue in the foreseeable future as investors anticipate more revenue growth this year.

Analysts expect Plug Power revenue to keep growingPlug Power’s business is doing well despite the ongoing challenges in the hydrogen sector. The most recent results showed that its revenue jumped by nearly 13% last year to $710 million. Its fourth-quarter revenue rose by 17.6% to $225 million.

This growth was driven by a big increase in the power purchase agreements segment, which continued seeing more demand in the United States and other countries. Its power purchase agreements made $107 million from the $77 million it made in the same period a year earlier.

The other segments of this business continued doing relatively well in this period. For example, fuel delivered to customers rose to $133 million from the previous $97.8 million. Also, the services offered on fuel cell system made over $94 million, up from $52 million in the same period in 2024.

The main challenge, however, is that its biggest equipment sales have continued weakening. Its revenue dropped to $371 million from the $390 million a year earlier. This is important as the segment made $711 million in 2023.

Wall Street analysts are highly optimistic that the company’s business will continue rising in the coming years, helped by the rising industrial demand, including companies like Walmart, Amazon, and DHL.

The average estimate is that its revenue will jump by 6.20% this year to over $142 million, while its annual figure will jump by 13% to over $802 million. It will then make $951 million this year.

Additionally, Plug Power’s losses are expected to continue narrowing. It made a loss per share of 85 cents last year, and analysts expect it to improve to 30 cents this year and 22 cents next year. 

Still, despite these developments, the stock faces the major risk of dilution as it will need to raise capital in the coming months. It ended the last quarter with over $308 million in cash and $186 million in restricted cash.

Plug Power stock price technical analysis  PLUG stock chart | Source: TradingView 

The daily timeframe chart shows that the PLUG stock has rebounded in the past few days, moving from a low of $1.72 in February to the current $2.32. It has formed a double-bottom pattern at $1.72 and a neckline at $2.64, its highest level in January this year.

The stock remains between the 50% and 61.8% Fibonacci Retracement levels. It has also moved above the 50-day Exponential Moving Average (EMA).

Therefore, the stock will likely continue rising in the coming weeks, potentially to the neckline at $2.65. A move above that level will point to more gains, potentially to the psychological level at $3.10, which is about 35% above the current level.

Hims & Hers (HIMS 8.86%) has had a rough go of it in 2026, but a recent deal with Novo Nordisk (NVO 1.43%) may bring the company's operations back to life. The Wegovy pill is one of the products coming to Hims & Hers, and we now know details of what that launch will look like, and it could make this a high-growth stock by the end of 2026. In this video, I explain why this launch is so exciting.

*Stock prices used were end-of-day prices of March 18, 2026. The video was published on March 20, 2026.

Travis Hoium has positions in Hims & Hers Health. The Motley Fool has positions in and recommends Hims & Hers Health. The Motley Fool recommends Novo Nordisk. The Motley Fool has a disclosure policy. Travis Hoium 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.

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

© Andrey Tolkachev / Shutterstock.com

The S&P 500 is down 3% year-to-date in 2026. Vanguard Total World Stock Index Fund ETF Shares (NYSEARCA:VT) is down less than 1% over the same period. That gap is not a coincidence. It reflects what happens when a portfolio holds the whole world instead of just one corner of it.

What VT Actually Does VT tracks global equity markets by market-cap weight, owning stocks across developed and emerging markets in a single fund. The portfolio currently holds $83.5 billion in assets and charges just 6 basis points per year in fees. For context, that is one of the cheapest expense ratios available anywhere in the ETF market.

The return engine is straightforward: own the earnings and growth of publicly traded companies worldwide, weighted by how much the market values each one. There are no derivatives, no options overlays, and no leverage. The fund’s 1.74% dividend yield reflects the income produced by that global basket of businesses.

The top holdings will look familiar. Apple, Nvidia, and Microsoft are among the largest individual positions, as US mega-cap tech dominates global market capitalization. But after the top ten, the fund reaches into Canadian banks, European industrials, Latin American e-commerce, and dozens of other geographies that a pure S&P 500 fund simply does not touch.

The Case for Owning the World Right Now The performance gap in early 2026 tells a meaningful story. Over the past year, VT returned 21% versus 17.9% for SPDR S&P 500 ETF Trust (NYSEARCA:SPY) over the same period. International markets have contributed real returns that a US-only investor missed entirely.

The Reddit investing community has noticed. A post titled “The Ex-U.S. Trade is Working” generated the highest engagement around VT in recent months, drawing 74 upvotes and 47 comments in r/investing in February 2026. Separately, a thread on alternatives to US ETFs for five-to-ten year investors attracted 16 comments, suggesting that serious retail investors are actively rethinking their home-country concentration.

The macro backdrop reinforces the diversification argument. The VIX sits at around 22, in the elevated uncertainty range, after spiking as high as nearly 30 on March 6. When US-specific volatility spikes, a portfolio with genuine international exposure can behave differently than one concentrated entirely in domestic equities.

The Tradeoffs Worth Understanding The honest counterargument to global diversification is the decade-long dominance of US equities. VT’s ten-year return of 202% trails SPY’s 224%, and the five-year gap tells a similar story — 59% for VT versus 70% for SPY. Investors who concentrated in the S&P 500 came out ahead during that window — a period defined by low rates, dollar strength, and outsized US tech growth. Whether those same conditions persist is the central question for anyone weighing VT against a domestic-only approach.

Currency risk is real. When the dollar strengthens against foreign currencies, international holdings lose value in dollar terms even if local returns are positive. VT does not hedge currency exposure, so the fund’s performance is partly a bet on dollar stability.

Who This Fund Actually Fits VT has historically been used as a core holding by investors seeking a single-ticker solution to global equity exposure, given its low 6-basis-point fee and $83.5 billion in assets. Having run since June 24, 2008, through multiple full market cycles, the fund tends to lag the S&P 500 during prolonged US bull markets while offering broader geographic cushion during periods of US underperformance — a tradeoff that looks more attractive in an environment where the S&P 500 is already down year-to-date in 2026.

Turning $10,000 into $1 million over a decade requires a 100x return. That only happens when you invest in companies at the start of a structural shift that positions them to take advantage of a massive market that isn't currently being served well.

I spend a lot of time looking for these underserved markets and companies that have found new ways to take advantage. In some cases, it involves a current system that is clearly broken but widely accepted. Drug discovery is one of the best examples of this.

For decades, the drug discovery process has been painfully inefficient. Thousands of compounds are tested over years of research just to produce a single development candidate -- and that's before clinical trials even begin. On average, it takes about 2,500 compounds and more than four years just to find one drug worth a clinical trial.

Image source: Getty Images.

The industry tolerated this inefficiency because biology is complex, and progress historically depended on slow experimentation. But artificial intelligence (AI) is starting to rewrite that model. AI-driven platforms can analyze massive biological datasets, run experiments faster, and identify promising compounds with far fewer iterations. That shift is creating a new infrastructure layer in healthcare -- and these two companies are building it.

1. Recursion Pharmaceuticals Drug discovery is broken. The industry average is 2,500 compounds synthesized over 42 months to find one development candidate. Recursion Pharmaceuticals (RXRX 3.26%) changed things up, and its average is 330 compounds synthesized in 17 months.

The company's drug development operating system integrates robotic wet labs, petabyte-scale biological datasets, and AI models. It built first-of-their-kind whole-genome CRISPR knockout maps in neuronal and microglial cells -- datasets so proprietary that Roche and Genentech have paid $213 million in fees for access. Sanofi has paid $134 million for five of its discovery programs.

Full-year 2025 revenue was $74.7 million. Recursion is pre-profit. But it has five clinical programs advancing, over $500 million in cumulative milestone payments from partners, and a cash runway into 2028. Its first clinical proof-of-concept, a 43% median reduction in polyp burden for Familial Adenomatous Polyposis (FAP) patients, validates that AI-discovered molecules deliver real outcomes in real patients. The platform generates over 100 million novel molecules annually, creating a perpetual pipeline that traditional pharma cannot replicate.

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2. Tempus AI Tempus AI (TEM 3.63%) built a giant library of clinical and molecular data and uses it to advance precision medicine with the help of AI, machine learning, and data analytics. It works primarily in oncology, diagnostics, and genomics, helping physicians make real-time, data-driven decisions and accelerating drug discovery for life sciences companies.

Trailing revenue reached $1.27 billion, growing roughly 30% annually. Diagnostics (genomic testing, MRD, companion diagnostics) feeds the data engine. Insights (data licensing, AI analytics, clinical trial matching) monetizes it at software-like margins.

Every patient tested generates additional data that improves the AI models, which attracts more pharma partnerships, which fund more testing. It would be next to impossible for a competitor to recreate this from scratch because the data comes from unique, real clinical relationships.

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As it builds out its operations, Tempus is currently unprofitable, with a trailing net loss of $245 million. That's the risk. But analysts project nearly 30% annual revenue growth over the next three years, and consensus analyst price targets imply over 60% upside for the stock over the next year or so. The backlog exceeds $1.1 billion.

Get in early and hold on with these two stocks Healthcare is a $4.7 trillion industry in the U.S. alone. If AI changes how drugs are discovered and diseases are diagnosed, these two companies sit at the center of the change. The next decade decides which platforms become permanent infrastructure for this evolving industry.

Both of these stocks offer an opportunity for investors to get in on the ground floor of a long-term growth story that could offer a great foundation for any retirement portfolio, including those with a $1 million goal.

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of HTT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition.

Wall Street ended the week substantially lower as concerns about the conflict in the Middle East lingered and oil prices stayed higher at around $100 per barrel. Meanwhile, the Federal Reserve announced its decision to keep interest rates unchanged, as widely expected.

Brent futures (CO1:COM) rose around 8.9% in the past five days to settle around $112 on Friday, while WTI Crude (CL1:COM) actually declined around 0.6% this week to around $98 per barrel. It is, however, an increase of almost 55% and 47%, respectively, from a month ago.

In addition, the Federal Reserve held interest rates steady at 3.50%-3.75% for a third straight meeting on Wednesday, in line with expectations. In its communication, the Fed cited the uncertainty of the Middle East conflict weighing on the economy.

In economic news, the February Producer Price Index came in hotter at +0.7% month-over-month, compared to the expected +0.3%, and Core PPI, excluding foods and energy, was +0.5% month-over-month vs. +0.3% consensus.

Moreover, U.S. Treasury yields rose significantly this week due to renewed concerns about the near-term path of monetary policy after the Fed’s decision to keep rates steady. The U.S. 10-Year bond yield (US10Y) was up 2.45% this week to 4.39%, while the U.S. 2-Year bond yield (US2Y) was up 4.8% to 3.91%, and the U.S. 30-Year yield (US30Y) was up 0.8% this week to 4.94%.

For the week, the S&P (SP500) lost -1.9%, while the tech-heavy Nasdaq Composite (COMP:IND) dipped -2.1%, and the blue-chip Dow (DJI) fell -2.1%. Read a preview of next week's major events in Seeking Alpha's Catalyst Watch.

"Manufacturing is Roaring Back Under President Donald Trump," the White House declared a year ago, touting job growth in the industry. But recent data shows a dual reality - fewer manufacturing jobs and a rebound in factory activity. Read more.

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Dow -2.1% to 45,577. S&P 500 -1.9% to 6,506. Nasdaq -2.1% to 21,648. Russell 2000 -1.6% to 2,441. CBOE Volatility Index -1.5% to 26.78. S&P 500 Sectors
Consumer Staples -4.5%. Utilities -5%. Financials +0.4%. Telecom -1.5%. Healthcare -3.1%. Industrials -1.9%. Information Technology -1.9%. Materials -4.5%. Energy +2.8%. Consumer Discretionary -2.7%. Real Estate -4.2%.

World Indices
London -3.3% to 9,918. France -3.1% to 7,666. Germany -4.6% to 22,380. Japan -0.8% to 53,373. China -3.4% to 3,957. Hong Kong -0.7% to 25,277. India flat at 74,533.

Commodities and Bonds
Crude Oil WTI -2.2% to $94.74/bbl. Gold -9.6% to $4,574.9/oz. Natural Gas -1.2% to 3.095. Ten-Year Bond Yield -0.2 bps to 4.392.

Forex and Cryptos
EUR/USD +1.36%. USD/JPY -0.31%. GBP/USD +0.88%. Bitcoin -0.7%. Litecoin +2.2%. Ethereum +2.7%. XRP +2.7%.

Top S&P 500 Gainers
Ciena (CIEN) +14%. APA (APA) +13%. Baker Hughes (BKR) +11%. Halliburton (HAL) +8%. Delta Air Lines (DAL) +8%.

Top S&P 500 Losers
Super Micro Computer (SMCI) -33%. The Mosaic (MOS) -20%. Newmont (NEM) -13%. The Trade Desk (TTD) -12%. Public Storage (PSA) -11%.

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

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Aquestive To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Aquestive between June 16, 2025 and January 8, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - March 21, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Aquestive Therapeutics, Inc. ("Aquestive" or the "Company") (NASDAQ: AQST) and reminds investors of the May 4, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: the true state of Aquestive's NDA for Anaphylm; pertinently, Aquestive concealed or otherwise minimized the significance of the human factors involved in the use and deployment of its sublingual film, such as packaging, use, administration, and labeling.

On January 9, 2026, Aquestive's President and Chief Executive Officer announced that "[a]s part of its ongoing review of the Company's NDA for Anaphylm, the FDA notified us that it had identified deficiencies in the NDA that preclude discussion of labeling and post-marketing commitments at this time," stating that "the notification did not specify the deficiencies[.]"

On this news, Aquestive's stock price fell $2.30 per share, or 37.04%, to close at $3.91 per share on January 9, 2026.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Aquestive's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Aquestive Therapeutics class action, go to www.faruqilaw.com/AQST or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/289349

Source: Faruqi & Faruqi LLP

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Although there are millions of cryptocurrencies, only a handful of them have proven real-world utility. These are cryptocurrencies designed for daily use, rather than hoarding or speculation.

Over time, these cryptocurrencies should rise in value as they add new services and functions. With that in mind, here are three cryptocurrencies with real-world utility to buy now.

Ethereum Ethereum (ETH +0.23%), with a current market cap of $260 billion, is generally considered the largest utility coin in the world. Any time there's a transaction on the Ethereum blockchain, there are "gas fees" (i.e., transaction fees) to be paid, and these must be paid with Ether, the native coin of the network.

Ethereum is not just a digital currency, but also a blockchain ecosystem. If you are looking to generate yield on your stablecoins, you can use the Ethereum blockchain. If you are looking to buy non-fungible tokens (NFTs), you will need to buy them in an NFT marketplace running on Ethereum. And if you are looking to trade crypto tokens or meme coins, you can do so on decentralized exchanges running on Ethereum. The currency of the realm, in each case, is Ether.

Image source: Getty Images.

As a result, Ethereum is the gateway to decentralized applications (dApps) and the world of decentralized finance (DeFi). In the future, it is also likely to be the gateway to new AI-powered projects and applications running on the Ethereum blockchain.

XRP Often referred to as the banker's coin, XRP (XRP 0.97%) is a bridge currency used to move money across borders quickly, cheaply, and efficiently. XRP has become a favorite of banks and large financial institutions looking to streamline cross-border payments.

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XRP was created by fintech company Ripple to achieve very specific goals within the banking and financial world. The key to all this is the XRP blockchain ledger, which is powered by the XRP token. If you want to tap into the power of this ledger, you need to pony up some XRP.

In terms of real-world use cases for the average investor, the most practical example would be sending money abroad to family or friends. Using XRP might be faster, cheaper, and easier than using traditional financial services. Recognizing the disruptive potential of blockchain technology, Western Union has already partnered with Ripple on pilot projects for blockchain-based payments.

Chainlink Finally, there's Chainlink (LINK +0.63%), a decentralized oracle network. That's a mouthful, but it simply refers to Chainlink's ability to provide real-world data and real-time information to blockchain networks.

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This data and information from Chainlink is vitally important when it comes to decentralized finance, which needs real-world pricing data to execute blockchain smart contracts. Decentralized exchanges, for example, can use this pricing data to trade perpetual futures contracts.

Chainlink is also important for new real-world asset (RWA) tokenization projects, or converting assets such as stock or bonds into tradeable crypto. In addition to providing pricing data for these assets, Chainlink is playing an important role in transferring these real-world assets across different blockchains seamlessly to the end user.

Why are all three of these coins down 20% or more in 2026? So far, so good, right? All three of these cryptocurrencies have real-world use cases, and all rank among the top 15 most valuable cryptocurrencies by market cap. As long as the number of real-world use cases continues to grow, shouldn't they skyrocket in value?

That question is more difficult to answer than you might think. All three of these cryptocurrencies are down 20% or more in 2026, and all of them are well off their all-time highs. So investors obviously have a lot of questions about them.

Take Ethereum, for example. Yes, it's the biggest utility coin in the world, but there are plenty of up-and-comers nipping at its heels. You could just as easily buy Solana (SOL +0.80%), which is arguably growing much faster than Ethereum right now.

Or, take XRP for example. Yes, XRP's role as a bridge cryptocurrency is well established. But, of late, stablecoins have taken a big bite out of this business. So much so, in fact, that some top financiers are now suggesting that stablecoins -- not XRP -- could be the key to reshaping the global payments system.

So, before investing in any of these utility coins, make sure you do your due diligence. By drilling down on specific use cases and understanding the economics involved, it's often possible to spot crypto tokens ready to soar in value. For now, the three cryptocurrencies on my investment radar are Ethereum, XRP, and Chainlink.

An early Ethereum wallet known as thomasg.eth is steadily rebuilding his exposure, according to Arkham Intelligence data.

Arkham data shows that, over the past week, thomasg.eth built a roughly $19.5 million Ether (ETH) position across Arkham-tracked wallets in spot, wrapped ETH (WETH), and Aave-deposited ETH, capped by a fresh $3 million purchase on March 20.

Arkham said the wallet held around $537 million in crypto assets at the 2021 market peak, and has started accumulating again as ETH trades around 56% below its all-time high of $4,946 on Aug. 24, 2025, according to CoinGecko.

The purchases came as US spot Ether exchange-traded funds posted a third straight trading day of net outflows. Data compiled by Farside Investors shows the funds recorded $55.7 million in net outflows on March 18, $136.4 million on March 19 and $42 million on March 20.

ETH price 56% below all-time high. Source: CoinGeckoBitmine’s Tom Lee calls ETH bottomSeparately, Bitmine Immersion Technologies, chaired by Fundstrat founder Tom Lee, which holds around 4.6 million ETH, is also doubling down on its conviction. Lee argued this week that the ETH bottom is in, citing analysis from Tom DeMark. 

DeMark’s work flags Ethereum’s recent price action as showing a 93% correlation with the Standard & Poor’s (S&P) 500’s recovery after the 1987 crash and 2011 bottom, implying that ETH either bottomed around March 7 or is in the process of bottoming now. 

Lee also pointed to ETH’s realized price (the onchain average purchase price), currently around $2,241, noting that ETH was trading at a similar discount to that level as at prior major lows in 2022 and 2025.

Over the past decade, he said, ETH has returned roughly 49,000%, far outpacing Bitcoin’s 11,000% and even Nvidia’s parabolic run, arguing that ETH has been a “great store of value” despite brutal drawdowns.

Lee said Bitmine had accelerated purchases in recent weeks because its base case is that Ether is in the final stages of a “mini-crypto winter.”

Magazine: Ethereum’s Fusaka fork explained for dummies — What the hell is PeerDAS?

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