Broadwind Energy, Inc. (BWEN) closed at $2.41 in the latest trading session, marking a -1.23% move from the prior day. The stock's performance was behind the S&P 500's daily gain of 0.69%. At the same time, the Dow added 0.47%, and the tech-heavy Nasdaq gained 0.9%. Heading into today, shares of the company had lost 27.16% over the past month, lagging the Industrial Products sector's gain of 9.59% and the S&P 500's loss of 1%.Market participants will be closely following the financial results of Broadwind E ...

Core Viewpoint - The market is experiencing a rotation where value stocks, cyclicals, and international markets are gaining traction while mega-cap technology stocks have pulled back, a common occurrence during bull markets [1][12]. Group 1: Market Dynamics - The Magnificent 7 stocks have traded sideways to modestly lower since last November due to concerns over AI overinvestment and valuation multiples, yet their fundamental positioning remains strong [2][12]. - AI is not the sole growth driver for these companies; they are also central to long-term trends in cloud computing, digital advertising, e-commerce, and more, with AI acting as an accelerator rather than a primary driver [3][12]. Group 2: Cloud Computing Strength - Companies like Amazon, Alphabet, and Microsoft are seeing a re-acceleration in cloud computing growth, driven by strong demand for AI-related compute capacity, with hyperscalers reporting sold-out capacity [5][6]. - Valuations for these companies have become more reasonable following recent market consolidation, making them attractive for investors seeking exposure to AI infrastructure [7][12]. Group 3: Individual Company Insights - Meta Platforms is highlighted for its compelling valuation, trading at less than 22x earnings with projected long-term earnings growth of around 20%, while also benefiting from AI-driven improvements [9]. - Nvidia remains a key player in the AI infrastructure space, trading at mid-20s on forward earnings with a PEG ratio near 0.5, indicating strong growth relative to valuation [10]. - Apple has maintained a stable position without aggressive AI infrastructure spending, showing renewed strength in iPhone demand and a rapidly expanding services segment, indicating resilience in its ecosystem [11]. Group 4: Future Outlook - The recent trading pattern of the Magnificent 7 suggests a healthy consolidation rather than a breakdown, with expectations that mega-cap technology may reassert leadership as cloud demand and AI adoption continue to grow [12][13]. - The long-term competitive positioning of these dominant companies remains intact, suggesting they are well-positioned to lead future market advances if the broader bull market persists [14].

Stocks of asset managers tend to be attractive because of their fee-based recurring revenue, scalable business models with high margins, strong cash flow, and shareholder-friendly returns, including generous dividends.  Keeping this in mind, several asset managers are standing out among the coveted Zacks Rank #1 (Strong Buy) list.With now appearing to be an ideal time to buy based on what has been a pleasant trend of positive earnings estimate revisions, these highly ranked finance stocks also have enticing ...

In the latest trading session, Tilray Brands, Inc. (TLRY) closed at $7.75, marking a -1.77% move from the previous day. This change lagged the S&P 500's daily gain of 0.69%. Elsewhere, the Dow saw an upswing of 0.47%, while the tech-heavy Nasdaq appreciated by 0.9%. Heading into today, shares of the company had lost 13.58% over the past month, lagging the Medical sector's gain of 0.77% and the S&P 500's loss of 1%.The upcoming earnings release of Tilray Brands, Inc. will be of great interest to investors. T ...

Recursion Pharmaceuticals (RXRX) closed at $3.42 in the latest trading session, marking a -8.06% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 0.69%. Meanwhile, the Dow experienced a rise of 0.47%, and the technology-dominated Nasdaq saw an increase of 0.9%. Prior to today's trading, shares of the biotechnology company had lost 25% lagged the Medical sector's gain of 0.77% and the S&P 500's loss of 1%.Market participants will be closely following the financial resu ...

Group 1 - NVIDIA has announced a partnership with Meta Platforms to deploy NVIDIA CPUs and millions of NVIDIA Blackwell and Rubin GPUs, enhancing Meta's AI capabilities [1][2] - This partnership will significantly support Meta's data center computing needs, aligning with its ambitious AI goals while providing NVIDIA with a substantial customer [2] - NVIDIA is set to report its earnings next week, with positive growth estimates of 70% for earnings and 67% for revenue, indicating strong investor sentiment [3][4] Group 2 - The Zacks Consensus Estimate for NVIDIA's Data Center revenue stands at $58.7 billion for the upcoming quarter, reflecting a year-over-year growth rate of 65% [5] - NVIDIA's Data Center sales have shown remarkable growth, with the upcoming quarter's estimate indicating continued strong performance [5] - Meta Platforms is committed to investing heavily in AI, forecasting total expenses for FY26 between $162 billion and $169 billion, primarily for infrastructure and talent compensation [8] Group 3 - The ongoing AI developments and partnerships are keeping investor interest high, with NVIDIA positioned as a leading stock in the AI sector [7][9] - Meta's significant spending on AI infrastructure underscores its commitment to advancing its AI initiatives [8] - NVIDIA maintains a Zacks Rank of 2 (Buy), reflecting its strong market position and growth potential [9]

Key Takeaways NVIDIA is set to report fiscal Q4 2026 earnings with revenues seen near $65B and EPS at $1.52. NVDA shares have shown unpredictable moves after earnings in recent quarters.NVIDIA's AI chip demand, data center growth and China H200 shipments support long-term upside.NVIDIA Corporation (NVDA) is all set to report its much-awaited fiscal 2026 fourth-quarter (ended Jan. 25) earnings after the closing bell on Feb. 25. With rising artificial intelligence (AI)-driven bubble concerns, this report coul ...

Economic Overview - Global GDP growth is projected at 2.7–2.8% for 2026, below pre-COVID averages, with advanced economies growing modestly and Asia-Pacific, particularly India, showing resilience with a growth rate of approximately 6.6% [1] - The IMF forecasts advanced economies to grow around 1.8%, while emerging markets and developing economies are expected to exceed 4% growth in 2026, indicating a widening economic gap [2] Market Polarization - Equity markets are experiencing polarization, driven by significant capital flows into megatrends such as AI investment, clean energy, and healthcare [3] - Artificial intelligence investment is identified as the primary driver of market polarization in 2026, with major technology companies significantly increasing capital expenditures [4] AI Investment - Major technology firms, including Amazon, Alphabet, Microsoft, and Meta, are projected to spend approximately $650 billion on AI-related infrastructure in 2026, marking a 67% increase from 2025 [5] - Semiconductor foundries are expanding, with Taiwan Semiconductor (TSM) raising its 2026 capex target to $52-$56 billion, reflecting strong demand for AI [7] Sector Analysis AI & Technology Infrastructure - Companies involved in AI infrastructure, such as NVIDIA (NVDA) and Vertiv Holdings (VRT), are positioned to benefit from the AI capital-expenditure cycle, with NVDA expected to report earnings growth of 57.7% in fiscal 2027 and VRT projected to grow earnings by 46.9% in 2026 [9] Renewable Energy & Battery Materials - The energy transition is accelerating, with Albemarle (ALB) expected to benefit from rising lithium demand linked to electric vehicles and stationary storage, projecting an earnings growth of 855.7% in 2026 [10] Healthcare & Biotech - The healthcare sector is supported by demographic trends and technological innovations, with Axsome Therapeutics (AXSM) expected to achieve 109% earnings growth in 2026, driven by advancements in AI-assisted drug discovery [11]

Key Takeaways ATRO is expected to post 25% year-over-year EPS growth in Q4 on solid Aerospace sales.Astronics projects Q4 revenues of $225 and $235M, aided by Commercial Transport and Military Aircraft demand.ATRO benefits from backlog growth, margin expansion and lower interest and R&D expenses.Astronics Corporation (ATRO) is expected to witness an improvement in its bottom line when it reports fourth-quarter 2025 results. The Zacks Consensus Estimate for ATRO’s fourth-quarter earnings is pegged at 60 cent ...

Key Takeaways Appian beats Q4 estimates with 15-cent EPS and 22% revenue growth to $202.9M.APPN's subscription revenues rose 19%, while services revenues jumped 36% Y/Y.Appian guides for up to 21% Q1 cloud growth and up to $817M in 2026 revenues.Appian (APPN) reported fourth-quarter 2025 non-GAAP earnings of 15 cents per share, surpassing the Zacks Consensus Estimate by 59.57% and decreasing 16.7% year over year.Revenues of $202.9 million increased 22% year over year and beat the consensus mark by 7.28%.  A ...