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Visa Inc. (V) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seeking Alpha· 2026-03-03 18:52
PresentationJames FaucetteMorgan Stanley, Research Division Good morning, everybody. Thanks for joining us here this morning at the 2026 Morgan Stanley TMT Conference. We're really into the thick of things here on Tuesday morning. And so very glad to have Visa joining us as part of the program today. I'm James Faucette, Senior Research Analyst here at Morgan Stanley covering the fintech space. And as always, we're always happy to have the team from Visa join us and talk about things that are going on with r ...
Corning Incorporated (GLW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seeking Alpha· 2026-03-03 18:52
PresentationI'm Meta Marshall. For those who don't know me, I cover networking here at Morgan Stanley. We're delighted to have Corning here with us today Ed Schlesinger, CFO, EVP. And I'm going to kick off with you to kind of give some your own forward-looking statements and other context.All right. While we all get situated, I will read the disclosures. The really boring stuff. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If ...
DoubleVerify Holdings, Inc. (DV) Presents at Citizens JMP Technology Conference 2026 Transcript
Seeking Alpha· 2026-03-03 18:52
Question-and-Answer SessionMaybe we can kick it off. Mark, we reported 4Q last week. What were some of the highlights coming off of the call? And what are the biggest growth drivers we should think about as we head into '26?Mark ZagorskiCEO & Director Yes. So we ended the year last year growing around 14% year-over-year, delivered 33% EBITDA margins. So had a very solid year for DV coming off of an expectation. At the beginning of the year of about a 10% growth rate. So we are happy with the yearly drive. C ...
Platts Launches 1st-of-type Power Purchase Agreement Price Assessments - Powered by REsurety's CleanTrade -- for North American Renewable Power Markets and New Monthly S&P Global Energy North American PPA Report
Prnewswire· 2026-03-03 18:52
Enhances Transparency as PPA Use Expands Amid Rising Clean Energy Demand, Rising Power Needs, and Policy Uncertainty NEW YORK and HOUSTON and BOSTON, March 3, 2026 /PRNewswire/ -- S&P Global Energy, the leading independent provider of information, analytics and benchmark prices for the commodities, energy, and energy expansion and transition markets, announced it has launched first-of-kind daily Power Purchase Agreement (PPA) price assessments for North American renewable power markets and an accompanying m ...
SoFi Stock Rises On Million-Dollar Insider Buy, Mastercard Stablecoin Deal - SoFi Technologies (NASDAQ:SOFI)
Benzinga· 2026-03-03 18:50
SoFi Technologies (NASDAQ:SOFI) shares are up on Tuesday as the company announced an enhanced partnership with Mastercard Incorporated (NYSE:MA) to enable SoFiUSD as a settlement option across Mastercard's global payments network.This news comes as broader markets experienced declines, with the Nasdaq dropping 1.88% on the previous trading day.Yesterday, SoFi CEO Anthony Noto bought approximately $1 million of company stock.Noto disclosed in an SEC filing that he bought 56,000 shares of SoFi common stock at ...
Goldman Private Credit Chief Says Gating Is Feature, Not Bug
MINT· 2026-03-03 18:50
(Bloomberg) -- One of Goldman Sachs Group Inc.’s private credit chiefs said limits on fund withdrawals are “features and not bugs,” as the $1.8 trillion market comes under increasing pressure from investors looking to exit.So-called semi-liquid private credit funds typically allow for quarterly redemptions of 5%, with the ability to throw up gates for a set period if requests breach that threshold. Thus far, major firms in the industry including Blackstone Inc. and Blue Owl Capital Inc. have largely met ele ...
Prothena: A Hold With 2 Late-Stage Programs Underway But With Caution
Seeking Alpha· 2026-03-03 18:50
This article is published by Terry Chrisomalis, who runs the Biotech Analysis Central pharmaceutical service on Seeking Alpha Marketplace. If you like what you read here and would like to subscribe to, I'm currently offering a two-week free trial period for subscribers to take advantage of. My service offers a deep-dive analysis of many pharmaceutical companies. The Biotech Analysis Central SA marketplace is $49 per month, but for those who sign up for the yearly plan will be able to take advantage of a 33. ...
SMX Technology Offers Advanced Protection and Traceability for the Global Oil and Gas Supply Chain
Accessnewswire· 2026-03-03 18:50
Core Viewpoint - SMX is leveraging its proprietary molecular and digital authentication technology to enhance the integrity of oil and gas products amid increasing geopolitical risks and market volatility [1] Company Summary - SMX's integrated fuel-tracing platform incorporates a unique and secure "recipe" into petroleum products, including gasoline, diesel, and crude oil [1] - This technology enables real-time verification throughout the entire supply chain, ensuring product integrity [1] Industry Context - The current environment is characterized by heightened geopolitical risk, market volatility, and growing regulatory scrutiny, which underscores the importance of secure authentication in the oil and gas sector [1]
GM moves to expand its dealers' used-car business
Reuters· 2026-03-03 18:48
General Motors is restructuring how its U.S. dealers sell used vehicles, a bid to compete better with fast-rising online sellers like Carvana. ...
Verizon Recently Weighed Pulling Back On NFL Sponsorship Deal
WSJ· 2026-03-03 18:48
The company decided against the changes but is scrutinizing other major sports- and music-marketing agreements. ...