Core Viewpoint - Carrier Connect Data Solutions Inc. has successfully closed a brokered private placement, raising gross proceeds of $10,500,000 through the sale of 6,562,500 units at a price of $1.60 per unit, indicating strong investor confidence in the company's business model and growth plans for 2026 [1][6]. Group 1: Offering Details - The offering consisted of units, each comprising one common share and one-half of a common share purchase warrant, with each warrant allowing the holder to acquire one common share at an exercise price of $2.10 until February 26, 2028 [2]. - The units were issued under specific Canadian securities regulations, allowing for a private placement without a statutory hold period, pending final approval from the TSX Venture Exchange [3]. Group 2: Use of Proceeds - The net proceeds from the offering will be allocated towards acquisitions, debt repayment, capital improvements, data center expansions, marketing, staffing, and general corporate purposes [4]. Group 3: Compensation to Agents - The company compensated the agents involved in the offering with a cash commission of $625,500 and issued 390,937 agents' warrants, each allowing the purchase of one common share at $1.60 until February 26, 2028, subject to a statutory hold period [5]. Group 4: Company Overview - Carrier Connect Data Solutions aims to consolidate Tier II/III data centers globally, focusing on co-location and data center solutions for AI companies, service providers, enterprises, and small businesses [6]. - The company operates in principal markets including Vancouver and Ottawa in Canada, and Perth in Australia, serving clients who utilize its facilities as primary or ancillary data centers [6].

Company Performance - Nvidia's shares fell over 2% despite reporting significant beats on quarterly revenue and profit, with guidance also exceeding expectations, raising concerns about competitive threats and the sustainability of AI demand [2] - Salesforce's shares dropped about 4% due to a revenue forecast that fell short of estimates, although they rebounded by more than 2% after CEO Marc Benioff addressed sell-off concerns [3] - Stellantis reported a substantial full-year loss of $26 billion attributed to an EV-related charge, highlighting challenges in the automotive sector [4] Market Trends - US stocks exhibited mixed performance at the opening, with the Dow Jones Industrial Average increasing by approximately 0.4%, while the S&P 500 and Nasdaq Composite declined by 0.2% and 0.4%, respectively, indicating investor uncertainty [1] - Concerns regarding an AI bubble and the impact of AI on traditional sectors have influenced stock performance, particularly in technology [3] Economic Indicators - Initial jobless claims saw a slight increase over the previous week, while continuing claims experienced a small decline, suggesting a stagnated economy as investors await the January wholesale inflation reading [5]

Core Insights - C3.ai, Inc. reported disappointing third-quarter results for fiscal 2026, with earnings and revenues falling short of expectations, leading to a 21.7% drop in stock price during after-market trading [1][4]. Financial Performance - The company experienced a significant year-over-year decline in total revenues, primarily due to reduced contributions from Subscription and Professional Services [2]. - Adjusted loss per share was 40 cents, worse than the expected loss of 29 cents, and revenues were $53.26 million, missing the consensus estimate by 29.8% and down 46.1% year over year [4][10]. - Subscription revenues fell to $48.2 million from $85.7 million in the previous year, while Professional Services revenues dropped 61.1% to $5.1 million [5]. - Adjusted gross profit decreased to $19.6 million from $68.2 million, with gross margins contracting to 37% from 69% [6]. Operational Highlights - The Federal segment showed strength, with bookings in Federal, Defense, and Aerospace increasing by 134% year over year, accounting for 55% of total bookings [3][10]. - The company is undertaking restructuring actions to enhance operational efficiency and reduce cash burn, aiming for a return to growth and non-GAAP profitability [3]. Cash Flow and Balance Sheet - As of the end of the fiscal third quarter, C3.ai had cash and cash equivalents of $88.8 million, down from $164.4 million at the end of fiscal 2025 [7]. - Net cash used in operating activities was $135.8 million for the first nine months of fiscal 2026, compared to $52.7 million in the same period last year [8]. Future Guidance - For the fourth quarter of fiscal 2026, the company expects revenues between $48 million and $52 million, a significant decrease from $108.7 million reported in the same quarter last year [9]. - Full-year revenue guidance for fiscal 2026 has been lowered to between $246.7 million and $250.7 million, down from previous expectations of $289.5 million to $309.5 million [11].

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and return [1] - The investor employs fundamental analysis to assess the health of companies, their leverage, and compares financial ratios with sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, using multicolor lines for support and resistance levels on weekly charts [1] Stock Selection Criteria - Preference is given to stocks that have undergone recent sell-offs, especially when there is insider buying at the new lower price [1] - The investor conducts professional background checks on insiders who purchased shares after the sell-off, ensuring due diligence [1] Timeframe and Market Focus - The investment timeframe typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - The investor primarily focuses on stocks in the US market but is open to owning shares in less stable economies, referred to as "banana republics" [1]

When NVIDIA reported Q4 FY2026 revenue of $39.33 billion on February 25 — wait, scratch that — $68.13 billion — the number that mattered most wasn't what already happened. ...

Core Insights - Nvidia reported a 75% revenue growth in its core data center business, which is crucial for the company, controlling approximately 95% of the market with gross margins of 75% [1][9]. Industry Trends - The demand for AI chips is strong and diverse, driven by a new inflection point in AI technology, which has seen significant advancements in reasoning AI systems and agentic systems [2][3][5]. - AI is transforming various industries by introducing a new way of software development, impacting every sector and leading to a broad-based industrial revolution [6][8]. Customer Dynamics - Major hyperscalers account for about half of the spending in the data center segment, but other customers are also growing rapidly, contributing significantly to Nvidia's revenue growth [5][7]. - Nvidia serves a wide range of customers, including small cloud service providers and enterprises, indicating a broad application of its technology across different domains [7][8]. Competitive Landscape - Nvidia faces competition from companies like AMD, which recently secured a multi-year deal with Meta, highlighting the competitive nature of the data center chip market [9]. - To maintain its market share, Nvidia plans to roll out new chips, such as the Vera Rubin, in the second half of the fiscal year [10].

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Picard Medical To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Picard Medical between September 2, 2025 and October 31, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, Feb. 26, 2026 (GLOBE NEW ...

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Fermi To Contact Him Directly To Discuss Their Options If you purchased or otherwise acquired securities in Fermi (a) common stock pursuant and/or traceable to the registration statement and prospectus (collectively, the “Registration Statement”) issued in connection with the Company’s October 2025 initial public offering (“IPO” or the “Offering”); and/or (b) securities between October 1, 2025 ...

After reading this title, in case you have been following my recent coverage on how this market is developing, you might think I am going astray.I’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliable driver of returns than valu ...

USA Rare Earth, Inc. (NASDAQ:USAR) is one of the best manufacturing stocks to invest in now. On January 24, USA Rare Earth, Inc. (NASDAQ:USAR), received a significant boost in its bid to develop a rare-earth mineral site in Sierra Blanca, Texas. The United States government announced plans to take a 10% stake in the company as part of a $1.6 billion debt-and-equity investment package. Is USA Rare Earth, Inc. (USAR) One of the Best Manufacturing Stocks to Invest In Now? With the $1.6 billion debt-equity i ...