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MercadoLibre Likely To Report Lower Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Benzinga· 2026-02-24 15:21
MercadoLibre, Inc. (NASDAQ:MELI) will release earnings results for its fourth quarter, after the closing bell on Tuesday, Feb. 24.Analysts expect the Montevideo, Uruguay-based company to report quarterly earnings at $11.44 per share, down from $12.61 per share in the year-ago period. The consensus estimate for MercadoLibre's quarterly revenue is $8.46 billion, versus $6.06 billion a year earlier, according to data from Benzinga Pro.On Oct. 29, MercadoLibre reported third-quarter revenue of $7.41 billion, up ...
Palvella Therapeutics (PVLA) Surges On Positive Phase 3 QTORIN SELVA Data
Benzinga· 2026-02-24 15:15
Palvella Therapeutics stock is trading near recent highs. Where are PVLA shares going?Phase 3 SELVA Trial SucceedsThe trial in 49 patients aged six and older met its primary endpoint on the Microcystic Lymphatic Malformation Investigator Global Assessment, with a mean improvement of over two points and gains across all key secondary measures. Most participants were rated much or very improved, and nearly all eligible patients chose to roll into an extension study.First Potential Therapy For MicrocysticQTORI ...
Microsoft Expands Sovereign Cloud With Offline AI Capabilities, Disconnected Operations - Microsoft (NASDAQ:MSFT)
Benzinga· 2026-02-24 15:14
Microsoft Corporation (NASDAQ:MSFT) is pushing deeper into digital sovereignty. The software giant announced a major expansion of its Sovereign Cloud platform that allows enterprises, governments and regulated industries to run large AI models and core productivity tools in fully disconnected environments.Douglas Phillips, President and Chief Technology Officer of Microsoft Specialized Clouds, detailed three new capabilities on Monday. The updates center on Azure Local disconnected operations, Microsoft 365 ...
Henry Schein, Vir Biotechnology, Ultra Clean Holdings And Other Big Stocks Moving Higher On Tuesday - AXT (NASDAQ:AXTI), Clarivate (NYSE:CLVT)
Benzinga· 2026-02-24 15:07
U.S. stocks were higher, with the Dow Jones index gaining around 200 points on Tuesday.Henry Schein reported quarterly earnings of $1.34 per share which beat the analyst consensus estimate of $1.30 per share. The company reported quarterly sales of $3.437 billion which beat the analyst consensus estimate of $3.345 billion.Henry Schein shares jumped 8.3% to $87.24 on Tuesday.Here are some other big stocks recording gains in today’s session.Photo via Shutterstock ...
CrowdStrike Holdings Unusual Options Activity - CrowdStrike Holdings (NASDAQ:CRWD)
Benzinga· 2026-02-24 15:00
Deep-pocketed investors have adopted a bullish approach towards CrowdStrike Holdings (NASDAQ:CRWD), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in CRWD usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 15 extraordinary options activities ...
Dow Gains Over 100 Points; Home Depot Posts Upbeat Earnings
Benzinga· 2026-02-24 14:50
U.S. stocks traded mixed this morning, with the Dow Jones index gaining more than 100 points on Tuesday.Following the market opening Tuesday, the Dow traded up 0.27% to 48,935.82 while the NASDAQ fell 0.39% to 22,538.28. The S&P 500 also fell, dropping, 0.30% to 6,817.20.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsConsumer discretionary shares gained by 0.4% on Tuesday.In trading on Tuesday, communication services stocks fell by 0.9%.Top H ...
'Michael Saylor Should Be In Jail' And 'Bitcoin Is For Boomers' Says Ex-Fidelity Star, Who Also Has A Contrarian Take On Tesla - Strategy (NASDAQ:MSTR)
Benzinga· 2026-02-24 14:49
Group 1: Tesla - Noble is bearish on Tesla, highlighting a significant drop in earnings per share from $4.50 in 2022 to approximately $1.70 last year, despite a market cap exceeding $1.2 trillion [5] - There are concerns about Tesla facing cash flow problems this year as capital expenditures increase while revenue declines for a third consecutive year [5] - Polymarket traders are pricing a 77% chance that Tesla's Q1 deliveries will fall below 350,000 units, indicating a potential drop of at least 68,000 vehicles, which supports Noble's thesis of deteriorating demand [6] Group 2: Bitcoin - Noble describes Bitcoin as "the Facebook of speculative assets," suggesting it has lost appeal among younger speculators who are now engaging with platforms like FanDuel and zero-DTE options [3] - Bitcoin has decreased roughly 50% from its all-time high of nearly $126,000 in October 2025, with Polymarket traders pricing only a 33% chance that it will reclaim $100,000 before year-end [3] - Eisman notes that Bitcoin's trading behavior has been contrary to its underlying thesis, as it tends to fall on inflation-fear days and rally alongside tech stocks [4] Group 3: Energy and Gold - Noble advocates for a rotation out of tech and into energy, expressing a bullish stance on gold, which has risen 65% in 2025 to over $5,100, arguing that fiat currencies are being debased [8] - Eisman counters Noble's gold thesis, stating that as long as there is no alternative to Treasuries as the global financial backbone, the argument remains academic [8] Group 4: Broader Market Sentiment - Noble presents a bearish outlook on the broader AI trade, citing research that suggests capital misallocation in AI could be 17 times worse than the dot-com bust [6] - An engineer's perspective on AI tools indicates a reluctance to pay premium prices, as they find sufficient value in lower-cost options like ChatGPT at $20/month [7]
Kosmos Energy's 130% Stock Surge Leaves Exxon And Chevron Behind — But There's A Catch
Benzinga· 2026-02-24 14:39
Chart created using Benzinga ProExxon is up about 25% over the same period, while Chevron has gained about nearly 21% — strong moves, but nowhere near Kosmos' vertical climb.Oil's Biggest Winner Isn't Who Investors ExpectKosmos' outperformance is even more striking in recent weeks. The stock has surged 62.20% over the past month alone, dramatically outpacing Exxon's 11.81% gain and Chevron's 10.39% rise over the same period.The move highlights how smaller upstream producers like Kosmos can act as leveraged ...
Tesla, Nucor And These Companies May Be Safest From Trump's Tariff Shock
Benzinga· 2026-02-24 14:13
President Donald Trump's new 10% universal tariff is sending fresh shockwaves through global markets, threatening to squeeze margins for companies dependent on overseas manufacturing. But while many multinational giants face rising uncertainty, a small group of companies may be uniquely insulated — and investors are starting to notice.The key differentiator is simple: domestic supply chains.Companies that manufacture and source heavily within the United States face significantly less exposure to import tari ...
Paul Tudor Jones' New IBM Bet Is Suddenly Under Pressure After $30 Billion AI Shock
Benzinga· 2026-02-24 14:01
Paul Tudor Jones is no stranger to spotting macro turning points. But his firm, Tudor Investment‘s newest bet on International Business Machines Corp. (NYSE:IBM) is suddenly facing a test few investors saw coming.Paul Tudor Jones’ IBM Bet Meets AI RealityThe billionaire hedge fund manager initiated a new position in IBM in the fourth quarter of 2025, buying roughly 100,000 shares valued at about $29.6 million, with an average purchase price of $289.19, according to HedgeFollow. At the time, the move signale ...