Market News
Latest news from Stock markets.
What Moved Markets This Week
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FEMSA: Proximity Growth At An Attractive Valuation
The convenience store market is projected to grow at a 9.3% CAGR from 2026 to 2030. Industry growth expectations are based on a Business Research Company report. The article highlights robust sector expansion over the next several years.
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Headwater Exploration: Profits Continue To Roll In
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.
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Why Verizon Stock Skyrocketed 20.4% Last Month and Is Rising in March
Verizon posted big gains in February as analysts significantly raised their price targets on the stock. The company's strong quarterly report at the end of January helped power the gains.
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The 3 Best Retail Stocks to Buy in March
Amazon is seeing strong operating leverage in its e-commerce business and accelerating revenue growth at AWS. MercadoLibre is one of the most under-the-radar growth stories in retail.
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$ARDT Class Reminder: Ardent Health Investors Reminded of the Monday March 9 Securities Class Action Deadline – Investors with Losses Urged to Contact BFA Law
NEW YORK, March 07, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that it has filed a class action lawsuit against Ardent Health, Inc. (NYSE:ARDT) and certain of the Company's senior executives for securities fraud after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Ardent Health, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/ardent-health-inc-class-action-lawsuit.
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$SMR Class Reminder: NuScale Power Investors Reminded of the April 20 Securities Class Action Deadline – Investors with Losses Urged to Contact BFA Law
NEW YORK, March 07, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against NuScale Power Corporation (NYSE:SMR) and certain of the Company's senior executives for securities fraud after a significant stock drop resulting from the potential violations of the federal securities laws. If you invested in NuScale, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/nuscale-class-action-lawsuit.
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Which AI Stock is the Second Cheapest of the Magnificent Seven? The Answer May Surprise You.
The Magnificent Seven stocks have played a key role in S&P 500 gains over the past few years. A pullback in tech stocks has led to a decline in their valuations.
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Gap stock sinks after earnings. The real story may be what happened to 800 stores
Gap stock is plummeting this morning in early trading after the company reported its fourth-quarter results after the bell yesterday. As of this writing, shares of Gap Inc. (NYSE: GAP) are down more than 12%, and its recent temporary store closures are partly to blame for that.
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Best 2 Blue Chip Stocks to Buy After Last Week's Market Pullback
Apple shares have slid by more than 5% since the Iran War began. After an initial rise on Monday, Williams Companies shares have dropped.
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JBS: Meat In The U.S. Has Never Been So Expensive, And This Company Can Help Pay The Bill
I reiterate my buy recommendation on JBS, citing strong upside potential and resilient fundamentals. JBS maintains best-in-class financials and global diversification, yet trades at a significant valuation discount to peers. Despite a recent NYSE listing, JBS's valuation has not converged with competitors, offering a 22% upside if multiples normalize.
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1 S&P 500 ETF to Buy With $1,000 and Hold Forever
The Vanguard S&P 500 ETF is offered by an investment management industry stalwart with a five-decade history. Investors have achieved impressive results over the past 10 years, with a low fee.
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Okta, Inc. (OKTA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Okta, Inc. (OKTA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
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Volkswagen Dealers Revolt Over Plan to Sell a New Brand of SUV Directly to Consumers
The latest of several lawsuits seeks to stop the automaker from bypassing dealerships.
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Geopolitical Tensions Are Pushing Oil Stocks Higher, But Can the Rally Last?
Oil prices have surged due to the war with Iran. Crude could continue to rally if the conflict impedes global oil supplies.
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2 Dividend Stocks to Double Up On Right Now
Rising U.S. defense spending is benefiting Northrup Grumman's weapons and satellite businesses. Union Pacific is on track for a strong year, with or without its proposed Norfolk Southern merger.
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Is It Time to Dump Your Shares of Canopy Growth?
Canopy Growth is a marijuana stock trading around $1 a share. The company is acquiring another marijuana business in a cash-and-stock transaction.
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Boeing Sends Liquid Robots to Defend Japan
Boeing subsidiary Liquid Robotics just won its first sizeable defense contract to supply USVs to Japan. The company has nearly tripled the price of its Wave Glider robot vessel since getting acquired by Boeing.
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Is Tesla Stock Going to $1,000?
Tesla shares need to rise about 150% from the current price to get to $1,000. It is imperative that the company starts to make significant progress regarding robotaxis and Optimus robots.
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QQQ: It Is Actually Cheaper Than VOO -- And I Can Prove It
Invesco QQQ Trust offers a compelling growth-adjusted valuation, with a PEG ratio of ~1.3x versus the S&P 500's 1.47x. QQQ captures the full AI ecosystem—semiconductors, cloud, and monetization platforms—unlike VGT, XLK, or VOO. Bottom-up analysis shows QQQ's top 10 holdings drive ~17.5% weighted EPS growth, led by Nvidia and Tesla.
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Cummins' Fastest-Growing Business Isn't Trucks. It's Data Center Power.
The company's fastest-growing division is also the most profitable, and its order book keeps building. Data centers need reliable energy, and Cummins is supplying a key piece of it.
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AutoZone Q2 Earnings: New Store Openings Drive Growth, But Weak Demand Weighs
AutoZone posted Q2 EPS of $27.63, beating estimates, but revenue of $4.27B missed expectations, and same-store sales growth lagged forecasts. AZO's growth is driven by new store openings, while macro headwinds and weak consumer sentiment constrain demand and same-store sales momentum. Profitability pressures persist, with gross margin shrinking 137 bps and operating margin down 154 bps, mainly due to non-cash LIFO charges and growth investments.
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Roche chairman still expects diagnostics hit from US tariffs
Roche expects its agreement with the U.S. government will keep its medicines exempt from the current round of import tariffs, but its diagnostics division remains exposed and could face renewed duties after an initial 150-day period, Chairman Severin Schwan said on Saturday.
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Target Stock Surged After Announcing Earnings, but Is It Really Turning a Corner?
Net sales continued to fall in fiscal 2025. The company forecasts a return to growth in the current fiscal year.
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Billionaire Stanley Druckenmiller Sells Sandisk Stock and Buys an AI Stock Up 223,000% Since Its IPO
Stanley Druckenmiller, a former hedge fund manager with an excellent track record, sold Sandisk and bought Amazon in the fourth quarter. Sandisk has benefited from an unprecedented supply shortage in memory chips, but the company lacks a durable economic moat.
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BDC Weekly Review: Earnings Are Fine
We take a look at the action in business development companies through the last week of February and highlight some of the key themes we are watching. BDCs fell sharply on Friday, likely as a result of a bankruptcy of a UK mortgage provider. Q4 earnings are largely fine in aggregate, if not spectacular.
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Avoiding Ares Management Corporation And Ares Capital As Private Credit Headwinds Persist
High costs and risks of owning ARCC or any Private Credit vehicle should be tempered against the best-yielding 1940 Act-protected CEF Preferreds at any time; compare HFRO.PR.A. ARES is valued like a growth stock at 18x forward earnings and 8.7x book, but its pricing and private credit leadership growth are now hard. ARCC's high incentive fees (20%) make cost scrutiny increasingly relevant amid peer discounts.
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nLIGHT: The Defense Pivot Worked, And The Stock Is Already Running Hot
nLIGHT, Inc. has completed its pivot to aerospace and defense, with A&D now comprising 67% of FY25 revenue. LASR's gross and operating margins have rebounded to five-year highs, driven by more profitable, stickier A&D contracts. The stock's current 12x sales multiple prices in aggressive defense-tech growth, but guidance and sector tailwinds support further upside.
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ACCO Brands: We Need To See Stabilization Before Optimism Is Warranted
ACCO Brands remains rated 'hold' due to persistent revenue and profit declines despite aggressive cost-cutting and operational restructuring. Management targets $100M in annual cost savings, but deleveraging from falling sales continues to pressure margins and cash flows. Valuation is compelling, with ACCO trading at mid- to low-single-digit multiples, yet fundamentals have not stabilized to warrant an upgrade.
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Kodal Minerals updates on Mali arbitration - ICYMI
Kodal Minerals PLC (AIM:KOD) CEO, Bernard Aylward, talked with Proactive about the company's latest operational progress at the Bougouni Lithium Project in Mali, ongoing shipments to China, and the newly announced arbitration process relating to a $15 million payment connected to a 2024 agreement with the Mali government. Aylward explained that Kodal Minerals PLC has entered arbitration following discussions with joint venture partner Hainan Mining Co.
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Is Amazon Stock a Long-Term Buy?
Amazon's fundamentals are strong, with durable growth driven by many tech-enabled tailwinds. The business possesses numerous competitive strengths that solidify its position among rivals.
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Hyperscalers Are Investing Heavily in Data Centers. These 3 Stocks Could Be Big Winners.
Quanta Services has made strategic acquisitions to capitalize on the data center infrastructure boom. Vertiv has experienced record growth in organic orders and has developed prefabricated infrastructure solutions to meet the demands of hyperscalers.
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Bybit Announces Departure of Co-CEO Helen Liu as She Embarks on Entrepreneurial Journey
/PRNewswire/ -- Bybit, the world's second-largest cryptocurrency exchange by trading volume, today announced that Helen Liu will depart the company on April
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Coinsilium strategy update & yellow launch - ICYMI
Coinsilium Group Limited (AQSE:COIN, OTCQB:CINGF, FRA:5CT) CEO, Eddy Travia, and CFO, Ben Proffitt, talked with Proactive about the company's latest strategic update, expansion into prediction markets, the upcoming Yellow Network token listing, and its current financial position. Proffitt explained that Coinsilium is “not a pure play Bitcoin treasury company,” reinforcing that the company's core business remains its accelerator and venture development model.
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The Gap: A Discounted Turnaround Story With Great Fundamentals
The Gap remains a buy, with a compelling valuation, robust cash flow, and a strong balance sheet supporting its turnaround potential. GAP is executing a high-CapEx strategy in 2026 ($650M), investing in store formats, AI, tech, and supply chain, while maintaining healthy free cash flow. Shareholder returns were also lifted: a 6% dividend increase, new $1B buyback authorization, and ample liquidity with $2.62B in cash.
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Kaspi.kz: The Floor Is The Dividend, The Upside Is Turkey
Kaspi.kz has declined 32% to $73, but the core business remains robust, with revenue compounding at 30%+ and gross margins above 70%. KSPI's Hepsiburada acquisition adds complexity and Turkish macro risk, yet the market's discount appears excessive given the long-term optionality. At current prices, KSPI offers a projected 9% 2026 dividend yield, with downside anchored by its dominant Kazakh fintech franchise.
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Berkshire March DiviDogs Sport 17 'Safer' Watch Dogs
Berkshire Hathaway portfolio shifts post-Buffett, with Greg Abel now overseeing equity holdings and notable Q4 trades in Chevron, Chubb, Domino's, and Amazon. Dividend dog analysis highlights Kraft Heinz and Sirius XM as top-yielding but riskier holdings due to negative one-year total returns. Analyst targets project 21.97% to 123.02% net gains for top Berkshire dividend stocks by March 2027, led by Diageo and Jefferies.
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ACG Metals targets mid-year copper production start - ICYMI
ACG Metals Ltd (LSE:ACG, FRA:Y9C, OTC:ACGAF) CEO, Artem Volynets, talked with Proactive about the company's progress toward commissioning its sulfide processing plant at its copper-gold project in Turkey and the preparations underway ahead of planned production later this year. Volynets explained that the company continues to focus on building a low-cost production profile for key metals, including copper and gold, noting that market volatility often shifts investor attention toward high-quality assets.
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Goldman Sachs Remains A Stock To Hold, Despite Uncertainty In Markets (Downgrade)
Goldman Sachs is downgraded to a hold, reflecting technical chart patterns and market risks despite other strong fundamentals. GS maintains robust capital ratios, investment-grade ratings, and impressive dividend growth, supporting long-term resilience. Recent acquisitions drive growth potential, but integration risks and market volatility temper bullishness.
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Coinsilium strategy update & yellow launch - ICYMI
Coinsilium Group Limited (AQSE:COIN, OTCQB:CINGF, FRA:5CT) CEO, Eddy Travia, and CFO, Ben Proffitt, talked with Proactive about the company’s latest...
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Verisk Analytics, Inc. (VRSK) Analyst/Investor Day Transcript
Verisk Analytics, Inc. (VRSK) Analyst/Investor Day Transcript
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ACG Metals targets mid-year copper production start - ICYMI
ACG Metals Ltd (LSE:ACG, FRA:Y9C, OTC:ACGAF) CEO, Artem Volynets, talked with Proactive about the company’s progress toward commissioning its sulfide...
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International Business Machines Corporation (IBM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
International Business Machines Corporation (IBM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
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New CEO Greg Abel Did Not List 2 of Berkshire Hathaway's Largest Equity Positions as "Core Holdings." Are They on the Chopping Block?
In his letter to shareholders, new Berkshire Hathaway CEO Greg Abel listed four companies that he views as "core holdings" in the large equities portfolio. What's more interesting is the companies he didn't list.
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Rocket Lab: The Neutron Delay Is Real, But So Is The Space Defense Opportunity
Rocket Lab remains a speculative buy, with fair valuation and upside potential tied to long-term growth beyond 2030. Neutron rocket delays are manageable, with manufacturing fixes in place and R&D costs peaking in Q1 2026. Q4 2025 saw 16% sequential sales growth and margin expansion, with backlog at $1.85 billion and 65% from government customers.
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Elizabeth Warren Slams Trump For Rising Gas Prices As Strait Of Hormuz Crisis Threatens Global Oil Supply: 'Broken His Promises'
Elizabeth Warren criticized Donald Trump over rising gas prices tied to the Iran conflict, as tensions around the Strait of Hormuz threaten global oil supplies and push crude prices higher.
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Connecting Excellence: Growth & bitcoin strategy - ICYMI
Connecting Excellence Group Plc (AQSE:XCE, OTCQB:XCELF) CEO, Scott Ellam, talked with Proactive about the company's strong first-half performance, IPO milestone, and innovative Bitcoin treasury strategy. The company reported a 20% increase in net fee income during the first half of FY26, driven by higher average fees and continued demand for senior-level placements across global consulting, professional services, logistics, environmental services and AI intelligence businesses.
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Pentagon Tech Chief Emil Michael Slams Anthropic As AI Weapons And Drone Autonomy Fight Escalates: 'Need Someone Who's Not Going To Wig Out'
Pentagon tech chief Emil Michael criticized Anthropic for restricting its AI from use in autonomous weapons and surveillance, escalating a dispute after the Pentagon labeled the company a supply chain risk while the firm prepares a legal challenge.
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Trump Demands Iran's 'Unconditional Surrender' As Tehran Pushes Back On Say In Next Supreme Leader— 'Cannot Even Appoint...'
President Trump demanded Iran's "unconditional surrender" and a say in selecting its next leader, a move Tehran swiftly rejected, insisting only Iranians will decide their future.
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Connecting Excellence: Growth & bitcoin strategy - ICYMI
Connecting Excellence Group Plc (AQSE:XCE, OTCQB:XCELF) CEO, Scott Ellam, talked with Proactive about the company’s strong first-half performance, IPO...
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Here's Why I Wouldn't Touch Amarin With a 10‑Foot Pole Given Its Patent and Competition Risks
Amarin has one drug, and it has lost key patent protections. The company is cutting costs in an effort to generate positive cash flow.
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