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NVIDIA vs. Broadcom: The Smarter AI Stock to Buy for March 2026
ZACKS· 2026-02-27 21:00
Core Insights - March has historically been a strong month for the stock market, with AI stocks showing impressive gains, particularly NVIDIA and Broadcom, both of which reported strong quarterly earnings [1][7]. NVIDIA - NVIDIA reported record fiscal fourth-quarter 2026 revenues of $68.1 billion, a 73% increase year over year and a 20% increase sequentially, driven by its data center segment which generated $62.3 billion, up 75% year over year [1][2]. - The company projects fiscal first-quarter 2027 revenues of $78 billion, reflecting strong demand for data center products and confidence in global AI adoption [2]. - NVIDIA maintains exceptional gross margins, reporting a non-GAAP gross margin of 75.2% in the fiscal fourth quarter, with expectations to remain near 75% in the upcoming quarter [2][12]. - NVIDIA's shares are more attractively priced, trading at 25.14 times forward earnings compared to Broadcom's 31.38 times [10][12]. Broadcom - Broadcom reported record fiscal fourth-quarter 2025 revenues of $18 billion, a 28% increase year over year, primarily driven by a 74% increase in AI semiconductor revenues [3][4]. - The company expects AI semiconductor revenues to double year over year in the fiscal first quarter 2026 to $8.2 billion, with overall revenues projected at $19.1 billion, indicating another 28% year-over-year increase [4]. - Broadcom's fiscal fourth-quarter adjusted EBITDA was $12.2 billion, representing 68% of revenues, with guidance for the first quarter remaining high at 67% [5]. - The company generated $7.47 billion in free cash flow, equivalent to 41% of its revenues, providing flexibility for debt repayment, reinvestment, and shareholder rewards [6]. Comparative Analysis - Both companies exhibit strong quarterly results and confidence in future growth, with NVIDIA showing dominance in hyperscale AI and Broadcom demonstrating high margins and cash flow [7][8]. - Broadcom's debt-to-equity ratio stands at 76.3%, significantly higher than NVIDIA's 6.3%, indicating greater financial risk for Broadcom [8]. - NVIDIA is positioned as the superior buy due to its dominant data center leadership, lower debt levels, and attractive valuation [12].
Americans Face Rising Costs in the 'Annoyance Economy'—Experts Explain the Hidden Expenses
Investopedia· 2026-02-27 21:00
-- Americans Face Rising Costs in the 'Annoyance Economy'—Experts Explain the Hidden Expenses [Stocks Slide at the End of a Volatile Month][Nvidia Stock Slumps While Business Booms][Netflix Surges After Dropping Warner Bros. Bid][Mortgage Rates Below 6% for the First Time Since 2022]- Top StoriesTable of ContentsExpandTable of ContentsDeath by a Thousand FeesProfiting From Your FrustrationsHow To Fight for YourselfAmericans receive about 125 million scam and illegal marketing calls a day. Nearly half of sur ...
Trump's Tariffs and Tax Cuts: Who Benefits the Most?
Investopedia· 2026-02-27 21:00
Tariffs are also impacting Americans' wallets. Martha Gimbel, cofounder and executive director of the Yale Budget Lab, notes that tariffs tend to have a disproportionate impact on low and middle-income consumers because they tend to spend a greater share of their income on goods. Key Takeaways Get personalized, AI-powered answers built on 27+ years of trusted expertise. President Donald Trump's first year in office ushered in significant change, from tariffs to massive tax legislation. But not everyone bene ...
ADT Inc. (NYSE: ADT) Earnings Preview and Financial Analysis
Financial Modeling Prep· 2026-02-27 21:00
Core Viewpoint - ADT Inc. is set to report its fourth-quarter earnings on March 2, 2026, with expectations of an EPS of $0.22 and revenue of $1.3 billion, reflecting growth from the previous year [1][5] Financial Performance - Analysts forecast ADT's EPS to increase from $0.20 to $0.22 year-over-year [1] - Revenue is projected to rise from $1.26 billion to $1.3 billion [1] Strategic Developments - A new five-year renewable commercial agreement with Origin AI and Verisure was announced on February 24, which may significantly impact ADT's future performance and attract investor interest [2] Dividend Information - ADT currently has an annual dividend yield of 2.71%, with a quarterly dividend of 5.5 cents per share, equating to 22 cents annually [2] Valuation Metrics - The company has a price-to-earnings (P/E) ratio of 10.28, indicating market valuation of its earnings [3] - ADT's price-to-sales ratio is 1.20, reflecting investor willingness to pay per dollar of sales [3] - The enterprise value to sales ratio stands at 2.72, showing total valuation in relation to sales [3] Cash Flow and Leverage - The enterprise value to operating cash flow ratio is 7.05, highlighting cash flow generation relative to valuation [4] - ADT has an earnings yield of 9.73%, indicating return on investment based on earnings [4] - The company's debt-to-equity ratio is 2.13, suggesting significant financial leverage [4] - A current ratio of 0.67 may indicate potential liquidity concerns [4]
TRG Latin America Acquisitions Corp. Completes $200 Million Initial Public Offering
Globenewswire· 2026-02-27 21:00
NEW YORK, NEW YORK, Feb. 27, 2026 (GLOBE NEWSWIRE) -- TRG Latin America Acquisitions Corp. (“TRG” or the “Company”) announced today the closing of its initial public offering of 20,000,000 units, at a price of $10.00 per unit, resulting in gross proceeds of $200,000,000. The units began trading on the Nasdaq Stock Exchange (“Nasdaq”) on February 26, 2026 under the ticker symbol “TRGSU”. Each unit consists of one Class A ordinary share and one right entitling the holder thereof to receive one-tenth of one Cl ...
Blend to Announce Fourth Quarter 2025 Financial Results on March 10, 2026
Businesswire· 2026-02-27 21:00
Blend Labs Inc., (NYSE: BLND) is a leading origination platform for digital banking solutions. Financial providers— from large banks, fintechs, and credit unions to community and independent mortgage banks—use Blend's platform to transform banking experiences for their customers. To learn more, visit blend.com. A link to the live call can be accessed at the Company's Investor Relations website at investor.blend.com, along with the Company's earnings press release, financial information, and slide presentati ...
S&P Global to Present at the BofA Securities Information and Business Services Conference 2026 on March 12, 2026
Prnewswire· 2026-02-27 21:00
Group 1 - S&P Global will participate in the BofA Securities Information and Business Services Conference on March 12, 2026, in New York [1] - Mark Grant, Senior Vice President of Investor Relations and Treasurer, is scheduled to speak from 9:20 a.m. to 9:55 a.m. (Eastern Daylight Time) [1] - The session will be webcast and may include forward-looking information, with Heather Balsky joining for investor meetings [1] Group 2 - The webcast will be available live and in replay through the Company's Investor Relations website, with the replay accessible for one year until March 12, 2027 [1] - S&P Global provides trusted data, expertise, and technology to help businesses, governments, and individuals make informed decisions [1] - The company focuses on advancing essential intelligence through benchmarks, data, and insights to enable organizations to unlock opportunities and solve challenges [1]
RBC Bearings Announces Participation in Upcoming Investor Conferences
Businesswire· 2026-02-27 21:00
RBC Bearings Announces Participation in Upcoming Investor Conferences-# RBC Bearings Announces Participation in Upcoming Investor ConferencesShare---OXFORD, Conn.--([BUSINESS WIRE])--RBC Bearings Incorporated (NYSE: RBC), a leading international manufacturer of highly engineered precision bearings, components and essential systems for the industrial, defense and aerospace industries, today announced that it will participate in the Raymond James Institutional Investors Conference at the JW Marriott Orlando G ...
MWC 2026: Amdocs Collaborates with Google Cloud to Accelerate AI Adoption and Power the Agentic Telco Contact Center
Accessnewswire· 2026-02-27 21:00
Core Insights - Amdocs has announced a collaboration with Google Cloud to enhance AI adoption in telco contact centers [1] - The solution integrates Google Cloud's Gemini Enterprise for Customer Experience with Amdocs' Cognitive Core, focusing on an AI-first approach [1] - This partnership aims to create a generative agentic contact center tailored specifically for telecommunications [1] Company Overview - Amdocs is a leading provider of software and services for communications and media companies [1] - The collaboration with Google Cloud signifies Amdocs' commitment to leveraging advanced AI technologies in the telecommunications sector [1] Industry Impact - The integration of AI technologies is expected to transform traditional telco contact centers into more efficient, agentic systems [1] - The solution aims to provide end-to-end capabilities that enhance customer experience through conversational intelligence [1]
Canacol Obtains Court Approval of Sale and Investment Solicitation Process
Globenewswire· 2026-02-27 21:00
CALGARY, Alberta, Feb. 27, 2026 (GLOBE NEWSWIRE) -- (“Canacol” or the “Company”) announces that the Court of King’s Bench of Alberta (the “Canadian Court”) has approved the Company’s sale and investment solicitation process (“SISP”) authorizing the Company, with the assistance and oversight of the Sale Advisor (as defined below) and KPMG Inc. in its capacity as court-appointed Monitor (the “Monitor”), to implement the SISP in accordance with the approved procedures. The Court also approved the engagement of ...