Core Viewpoint - The article suggests that it is still a good time to invest in Alphabet Inc. (GOOGL) stock due to strong growth in its cloud segment and aggressive capital expenditures despite rising valuations [1]. Group 1: Company Performance - Alphabet Inc. has shown strong growth in its cloud segment, which is considered crucial for the company's future [1]. - The company is engaging in aggressive capital expenditures (CapEx), indicating a commitment to expanding its operations and capabilities [1]. Group 2: Analyst Background - The author has a Bachelor of Commerce Degree with Distinction, majoring in Finance, and is a lifetime member of the Beta Gamma Sigma International Business Honor Society, highlighting a strong educational background in finance [1]. - The author emphasizes core values of Excellence, Integrity, Transparency, and Respect, which are deemed essential for long-term success in investment [1].

Core Viewpoint - The article suggests that it is still a good time to buy Alphabet Inc. (GOOGL) stock due to strong growth in their cloud segment and aggressive capital expenditures despite rising valuations [1]. Group 1: Company Performance - Alphabet Inc. has shown strong growth in its cloud segment, which is considered crucial for the company's future [1]. - The company is engaging in aggressive capital expenditures (CapEx), indicating a commitment to expanding its operations and capabilities [1]. Group 2: Analyst Background - The author has a Bachelor of Commerce Degree with Distinction, majoring in Finance, and is a lifetime member of the Beta Gamma Sigma International Business Honor Society, highlighting a strong educational background in finance [1]. - The author emphasizes core values of excellence, integrity, transparency, and respect, which are deemed essential for long-term success in investment [1].

Core Viewpoint - The article discusses the author's investment philosophy, emphasizing a long-term and sometimes contrarian approach to equities investing, with a focus on the Tech, Commodities, and Energy sectors as the world transitions to new energy sources [1]. Group 1: Investment Philosophy - The company adopts a long-term investment strategy that may involve contrarian views [1]. - Initially focused on the Tech sector, the company has expanded its coverage to include Commodities and Energy sectors [1]. Group 2: Market Context - The article highlights the ongoing energy transition as a significant factor influencing investment decisions in the Commodities and Energy sectors [1].

Nvidia - Nvidia has posted a remarkable return of 1,170% since January 2023, yet analysts believe the stock remains undervalued with a median target price implying a 43% upside from the current price of $182 [1][9] - The company reported a 73% increase in revenue to $68 billion in the fourth quarter, driven by significant growth in data center sales, particularly in compute (58%) and networking (263%) segments [5] - Nvidia's gross margin expanded by 1.7 percentage points, indicating strong pricing power despite competitive pressures [5] - The market is underestimating Nvidia's potential in the AI infrastructure market, with adjusted earnings expected to grow at 49% annually over the next two years, making its current valuation of 39 times earnings appear cheap [7] Robinhood Markets - Robinhood has seen an 875% return since January 2023, with a median target price suggesting a 62% upside from the current price of $76 [1][9] - The company is well-positioned for growth, having nearly double the number of millennial and Gen Z accounts compared to its closest competitor, as this demographic is expected to inherit over $100 trillion in assets [10] - Robinhood is gaining market share across various brokerage services, including cryptocurrency and equities, and has rapidly expanded its prediction markets segment [11] - The introduction of AI features through its Cortex suite, including personalized portfolio insights, is expected to enhance user engagement and drive growth [12] - Despite a 48% decline from its peak, Robinhood's total platform assets increased by 67%, indicating strong user engagement with equities and options [13]

Key TakeawaysUS and Israel launch coordinated "Operation Roaring Lion" and "Operation Shield of Judah," targeting Iranian nuclear facilities, military headquarters, and government installations across multiple cities.Major General Amir Hatami, Commander-in-Chief of the Iranian Army, has reportedly been killed in the strikes, marking a significant decapitation of Iran's military leadership.Iran has retaliated with a first wave of approximately 30 ballistic missiles launched toward Israel, triggering nationwi ...

Group 1 - The AXA Group held a press conference to present its annual results, featuring key executives including CEO Thomas Buberl and CFO Alban de Mailly Nesle [1] - The presentation included a deep dive into the group's performance and financial figures, with opportunities for questions from the audience [1] - Following the press conference, a lunch was scheduled for further dialogue between management and attendees [1]

Core Insights - BlackRock's iShares MSCI Chile ETF (ECH) experienced significant growth, with gains exceeding 50% in the previous year, indicating strong performance among single-country ETFs [1] Group 1: ETF Performance - ECH is part of a group of single-country ETFs that had a successful year in 2025, showcasing the potential for high returns in specific markets [1] Group 2: Market Efficiency - The financial markets are viewed as efficient, with most stocks reflecting their true current value, suggesting that opportunities for profit may arise from less-followed stocks or those mispriced in their respective markets [1]

Core Viewpoint - Terex Corporation (TEX) is expected to achieve revenue growth through a strategic transition towards a less cyclical and more replacement-driven business model, supported by a solid backlog and healthy demand in end markets [1] Group 1: Business Strategy - The company is shifting its focus to a less cyclical business model, which is anticipated to enhance revenue stability and growth [1] - Emphasis on replacement-driven business indicates a strategic pivot that may lead to sustained demand and revenue generation [1] Group 2: Market Demand - There is a solid backlog of orders, which suggests strong future revenue potential for Terex Corporation [1] - Healthy demand in end markets is expected to support the company's growth trajectory [1]

Bank holidays in March 2026: The central bank of India has put out its schedule for the month of March, with at least 17 holidays listed during the next month. The RBI holiday calendar is applicable for all public and private banks across India, including the State Bank of India (SBI).In its official holiday calendar for the year, the Reserve Bank of India has listed 17 bank holidays in March 2026, including the weekend holidays for second Saturday, fourth Saturday, and all Sundays.Notably, unless a specifi ...

Core Insights - HeLIX Exploration PLC has achieved a significant milestone by becoming the first helium producer in Montana, marking a rapid execution since its IPO in April 2024 [1][2] - The market reaction has seen a nearly 10% decline in stock price, attributed to pre-production news being factored in [1] Production and Strategy - The company plans to finalize offtake agreements post-production to ensure buyers can see the helium being produced in pure form [2] - Initial production is expected to be around 1,500 Mcf per day, with potential scaling up to 6,000,000 cubic feet of input gas per day, translating to approximately 65,000 cubic feet of helium per day [4] Helium Quality - The helium produced is expected to be ultra-high purity, designed for five-nine purity (99.999%), which significantly enhances market opportunities compared to lower purity grades [3] Operational Updates - The company is currently addressing a minor drilling issue at the Inez well, which does not affect helium production or hydrogen prospectivity [5]