Workflow
Time to Buy the Dip on Struggling Semiconductor Stock
Schaeffers Investment Research· 2026-03-03 20:30
Advanced Micro Devices Inc (NASDAQ:AMD) has not been spared from the recent tech rout. Shares of the chip giant are down 28% off its Oct. 29 record high of $267.08, and 10% lower on the year. If past is precedent, though, it might be time to buy the dip from this double top formation, with the semiconductor stock testing a historically bullish trendline.Per Schaeffer's Senior Quantitative Analyst Rocky White, AMD is within 0.75 of its 200-day moving average, after remaining above this level 80% of the time ...
Mint Innovation Achieves Industry-First Closed Loop Recycled Copper Production in Collaboration with HP
Globenewswire· 2026-03-03 20:30
SYDNEY, March 03, 2026 (GLOBE NEWSWIRE) -- Mint Innovation, an e-waste technology company, today announced it has successfully produced the industry’s first batch of certified closed loop recycled copper through an industry-first collaboration with HP Inc. The milestone demonstrates Mint’s proprietary biosorption technology, which recovers high-purity copper from HP’s end-of-life printed circuit boards (PCBs) for reuse in HP PC manufacturing starting with the HP EliteBook X G2 Series laptops and HP EliteBoa ...
SaaS-pocalypse Opportunities in MSFT, AMZN, PLTR, NOW & Others
Youtube· 2026-03-03 20:30
Let's turn our attention to tech because we know the SAS apocalypse, but if you look at the IGV today and it's been a tough day on Wall Street, you still have some down arrows. It's actually higher. John Freeman, co-founder and senior analyst at Ravenswood Partners and Scott Kesler, TMT sector analyst at Thirdbridge are both with me.Um John, what do you make of the bounceback that we're seeing in software. A little bit of a gain here. I know it's been beaten down.You remember what Mark Beni off from Salesfo ...
KBRA Comments on Driven Brands Holdings Inc.'s Form 8-K Restatement Disclosure
Businesswire· 2026-03-03 20:28
NEW YORK--(BUSINESS WIRE)-- #creditratingagency--Driven Brands Holdings Inc. (Driven, or the Company), a franchisor and operator of various automotive services businesses, filed a Form 8-K on February 25, 2026, disclosing that the Company identified material errors in certain previously issued financial statements and concluded that affected historical financial statements (and the related audit report) should no longer be relied upon and will require restatement. Driven Brands, Inc., a wholly-owned indirec ...
CORRECTING and REPLACING Scholar Rock Reports Fourth Quarter and Full Year 2025 Financial Results and Recent Business Highlights
Businesswire· 2026-03-03 20:26
CAMBRIDGE, Mass.--(BUSINESS WIRE)--In the release, the first paragraph of the Fourth Quarter and Full Year 2025 Financial Results section, second sentence should read: Net loss per common share was $0.76 for the quarter ended December 31, 2025, compared to $0.61 per common share for the quarter ended December 31, 2024. (instead of Net loss per common share was $0.88 for the quarter ended December 31, 2025, compared to $0.61 per common share for the quarter ended December 31, 2024.) In the Conde. ...
Bond market saying Fed can't cut rates into higher oil prices, says One Point BFG's Peter Boockvar
Youtube· 2026-03-03 20:25
Let's bring in Andrew Slimman. He's senior portfolio manager at Morgan Stanley Investment Management and Peter Bookvar is chief investment officer at OnePoint BFG Wealth Partners. Welcome to both of you.Um Peter, how important would you say the ripple effects from the ongoing situation in software and private credit are relative to now this oil price uh spike that we have to deal with. >> Well, you take private credit generally and the credits are lower quality uh so much more sensitive to the economy aroun ...
Markets will rally if fears around crude prices abate, says Freedom Capital's Jay Woods
Youtube· 2026-03-03 20:25
Jay Woods of Freedom Capital is here with us. He's a CNBC contributor. Um, so you're just saying it's going to be an interesting hour into the close, but as a tell for um what you think equity Ed Yardi is in those saying, look, we're priced for short war and I think everyone's watching this to see like are the are the markets casting a vote for um a shorter perhaps less messy, you know, conflict.I I I believe that to be 100% the case with, you know, the news coming out of the straight of Hormuz now could be ...
Canaccord Initiates Aurora Cannabis Inc. (ACB) With C$10 Price Target
Insider Monkey· 2026-03-03 20:24
Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the potential of AI to unlock multi-trillion-dollar opportunities, suggesting a broad consensus on its economic impact [3] Group 1: Industry Predictions - Musk's projection of a $250 trillion market by 2040 is based on the anticipated proliferation of humanoid robots, each priced between $20,000 and $25,000 [2] - The AI ecosystem is expected to reshape operations for businesses, governments, and consumers globally, indicating a widespread transformation across various sectors [2] Group 2: Key Players and Investments - Notable figures in technology and finance, including Bill Gates and Warren Buffett, recognize AI as a significant technological advancement with the potential for substantial social benefits [8] - Companies like Oracle are investing heavily in AI technologies, such as Nvidia chips, to enhance their cloud services and applications, showcasing the competitive landscape in AI development [8] Group 3: Investment Opportunities - There is speculation about an under-owned company that may play a crucial role in the AI revolution, suggesting potential investment opportunities that could yield significant returns [4][6] - The narrative emphasizes the importance of staying informed about emerging technologies and companies that could lead the next wave of innovation in AI [9]
Barclays Raises Altria Group, Inc. (MO) Price Target to $63 from $57
Insider Monkey· 2026-03-03 20:24
Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8]
Jazz Pharmaceuticals plc (JAZZ) Reports $1.2 Billion Q4 Revenue, Beats $1.17B Estimate
Insider Monkey· 2026-03-03 20:24
Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8]