From oil spikes to equity swings: How the Mideast conflict is driving markets
Reuters· 2026-03-02 16:14
chart showing the change in bid prices for dollar dollars across the Middle EasteReporting by Shashwat Chauhan in Bengaluru; Additional reporting by Vallari Srivastava and Aishwarya Jain; Editing by Sriraj KalluvilaOur Standards: [The Thomson Reuters Trust Principles., opens new tab][Purchase Licensing Rights]## Business### US struggling to de-risk Congo's 'war zone minerals' even after pact, sources sayANALYSIS · March 2, 2026 · 3:48 PM UTC · agoThe U.S. has made progress in its push to prise Congo's strat ...
Pfizer CEO flags issues with FDA's vaccine leadership
Reuters· 2026-03-02 16:14
Pfizer CEO flags issues with FDA's vaccine leadership | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv] (https://www.reuters.com/differentiator/)Chairman and CEO of Pfizer Albert Bourla attends the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland, January 23, 2026. REUTERS/Denis Balibouse [Purchase Licensing Rights, opens new tab](https://www.reutersagency.com/en/licensereuterscontent/? utm_medium=rcom-article-me ...
What Makes CSW Industrials (CSW) a Lucrative Investment?
Yahoo Finance· 2026-03-02 16:12
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the Small Cap Composite returned -2.45% on a gross basis (-2.64% net) compared to 2.19% for the Russell 2000 Index and 3.26% return for the Russell 2000 Value Index. The Composite returned 6.21% on a gross basis (5.40% net) over the trailing 12 months compared to 12.81% and 12.59% for the indexes, ...
Do You Need To Pay Crypto Tax? Expert Reveals ‘Biggest’ Mistake Traders Make as HMRC Issues Warning
Yahoo Finance· 2026-03-02 16:10
Key Takeaways HMRC has reminded U.K. crypto traders that profits exceeding the £3,000 annual capital gains tax allowance may be subject to tax. New reporting rules increase transparency from 2026. Many traders wrongly assume they don’t need to report crypto activity or fail to include all wallets and exchanges. British crypto traders could face unexpected tax bills if they fail to properly report their gains, experts have warned, after HM Revenue & Customs (HMRC) reminded traders that profits abo ...
Could Palantir Technologies Accidentally Kill Its Golden AI Goose?
247Wallst· 2026-03-02 16:10
Core Viewpoint - Palantir Technologies has experienced a significant stock surge of 1,600% over the past three years, driven by its advancements in AI and strong market demand for its Artificial Intelligence Platform (AIP) [1][2]. Company Overview - Palantir specializes in big data analytics software, offering platforms like Gotham for government clients and Foundry for commercial enterprises, which utilize AI for data processing and operational efficiency [1][2]. - The recent introduction of AIP enhances its capabilities by integrating generative AI, allowing users to interact with data in natural language and automate complex decisions [1]. Market Sentiment - Wall Street analysts maintain a positive outlook on Palantir, with a consensus price target of approximately $188 per share, indicating a potential upside of about 37% from its current price of around $137 per share [1]. - Jefferies has set a more aggressive price target of $208 per share, citing Palantir's unique market position and momentum [1]. AI Disruption Concerns - Despite its current success, there are concerns that rapid advancements in AI could disrupt Palantir's business model, potentially commoditizing its specialized data analytics tools [2]. - The emergence of general-purpose AI could lead to increased competition and pressure on pricing, as clients may opt for cheaper, AI-native alternatives [2]. Analyst Insights - Jefferies has identified 150 stocks at risk from AI-driven changes, highlighting the potential for structural shifts in the market, including fee compression and reduced switching costs [2]. - While Jefferies acknowledges Palantir's strong momentum, it flags valuation as a primary concern, suggesting that even successful companies could face risks from evolving AI technologies [2].
The Great Divide: Is Walmart the Ultimate Hedge for 2026?
247Wallst· 2026-03-02 16:10
(https://247wallst.com/author/247trey/) Published Mar 2, 11:10AM EST--This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.### How to Add Us to Google NewsSending You to Google News in 3Walmart ([NYSE: WMT] (https://247wallst.com/investing/2026/03/02/stock-market-live-march-2-2026-sp-500-spy-sinks-on-iran- conflict/)[Investing](https://247wallst.com/investing/)# The Great Divide: Is Walmart the Ultimate Hedge for 2026?# ...
Diplomacy Is Over: Assessing The Severe Market Risks Of A Protracted Iran War
Seeking Alpha· 2026-03-02 16:08
In June 2025, the U.S. attacked Iran in order to shut down its nuclear program, considered a threat to the security of the Middle East. That attack was a one-off offensive aimed at destroying three nuclear sites: Fordow, Natanz, and Isfahan. OnPassionate about geopolitics and macroeconomics, I express my opinion through my articles and enjoy engaging with all of you. I also write about companies that catch my attention, particularly those in my portfolio. For me, Seeking Alpha is a way to expand and share m ...
NextSource signs graphite supply deal with Syrah as it lines up multiple feedstock sources for UAE battery plant
Proactiveinvestors NA· 2026-03-02 16:08
About this content About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business outpu ...
IVVW: Lagging Competitors Despite 15% Yield And Low Fees
Seeking Alpha· 2026-03-02 16:07
Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed- ...
Manhattan Associates, Inc. (MANH) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript
Seeking Alpha· 2026-03-02 16:07
Question-and-Answer SessionEric ClarkPresident, CEO & Director Great. Well, thanks for having us, first of all. And so Manhattan has been in business for about 36 years in the supply chain space. So if you break that down, where we really focus is warehouse management, transportation management, order management, point-of-sale and supply chain planning. Very well known in the warehouse space. What I always say is there's not a deal that happens in the warehouse space that we're not invited to. We've had a p ...