Core Viewpoint - A class action lawsuit has been filed against Plug Power Inc. for allegedly making materially false and misleading statements regarding its business and operations during the class period from January 17, 2025, to November 13, 2025 [4]. Allegation Details - The lawsuit claims that Plug Power overstated the likelihood of receiving funds from a Department of Energy (DOE) loan and misrepresented its ability to construct necessary hydrogen production facilities [4]. - The complaint highlights that the company was likely to pivot towards less ambitious projects, which was not disclosed to investors [4]. - Key executives, including CEO Andrew Marsh and President Sanjay Shrestha, abruptly stepped down, which negatively impacted investor confidence and led to a stock price drop of 6.29% on October 7, 2025 [4]. - Following the announcement of financial results on November 10, 2025, Plug Power's stock fell by 3.39% after revealing a significant pivot in strategy, including the suspension of activities under the DOE loan program [4]. - On November 13, 2025, news of the suspension of plans to construct hydrogen facilities led to a further stock price decline of 17.58% over two trading sessions [4]. Next Steps - Investors who purchased Plug Power shares and suffered losses are encouraged to contact the law firm for more information regarding their rights and potential claims [5].

Group 1: Technology, Media, and Telecommunications (TMT) Sector - UBS has identified preferred stock picks in the TMT sectors where market expectations diverge from fundamentals [1] - Netflix Inc is favored due to expected industry dynamics that will benefit the company as competitors reduce spending and increase prices [3] - American Tower Corp is highlighted for strong demand driven by 5G deployment and rising mobile data usage, which is growing at 35% annually [4] Group 2: Business and Professional Services - Accenture PLC is identified as the top choice, trading at a discount to the S&P 500 for the first time in over 15 years, indicating undervaluation relative to growth prospects [2] Group 3: Internet Companies - Amazon.com Inc is the top idea among large-cap internet companies, with expectations of AWS growth accelerating to around 38% in 2026 [5] - Global Business Travel Group is favored in the small- and mid-cap internet segment, expected to sustain double-digit revenue growth [6] Group 4: Payments and IT Services - Mastercard Inc is the preferred large-cap name, noted for its resilience and diversified growth drivers [7] - Global-e Online is selected for smaller-cap payments, with a competitive advantage in the global trade environment [8] Group 5: Semiconductors - Entegris is the top pick, with expectations that demand related to artificial intelligence will boost industry capacity and spending [9] Group 6: Software - Palantir Technologies Inc is identified as a key beneficiary of rising investment in AI and data, with strong demand conditions supporting above-consensus growth [10] - Twilio Inc is the preferred small- and mid-cap name, well-positioned to benefit from AI-driven communication trends [11] - JFrog is highlighted for its development and security tools, benefiting from AI-driven demand [12] Group 7: Telecom and Networking Equipment - Arista Networks Inc is the top pick, with UBS noting that consensus estimates underestimate the impact of AI infrastructure demand [13]

Group 1 - Oracle is moving forward with a round of layoffs, notifying employees that the number of layoffs will be in the thousands as part of a cost-reduction strategy [1] - The company has increased capital spending to build AI data centers, aiming to integrate AI tools into its business software services [1] - Oracle's stock has experienced volatility, with shares up about 3.5% over the last year, but down 48% in the last six months and 25% year to date due to competitive threats from AI [2] Group 2 - Affected employees were informed via email that they would be eligible for severance packages after signing termination paperwork, with the layoffs being part of a broader organizational change [5] - Oracle expects total costs associated with its restructuring plan in fiscal year 2026 to reach up to $2.1 billion, primarily for employee severance and related expenses [6] - The tech industry is seeing a reassessment of workforces as companies like Meta also announce layoffs, indicating a trend of workforce reductions amid rising AI infrastructure costs [9]

Core Viewpoint - Amazon has reached a settlement with federal labor officials, agreeing not to retaliate against workers who strike and to restore unpaid time off that was previously docked from employees who participated in strikes [1][2]. Group 1: Settlement Details - The settlement will restore unpaid time off for more than 100 employees who walked off the job, as stated by the National Labor Relations Board (NLRB) [2]. - Amazon spokesperson Eileen Hards indicated that the company did not admit wrongdoing as part of the settlement [2][3]. Group 2: Employee Rights and Company Policies - Amazon provides frontline workers with a limited number of hours of unpaid leave, intended for emergencies, but employees risk termination if they exceed their allotted hours [4]. - The NLRB highlighted instances since 2022 where Amazon deducted employees' unpaid time off (UPT) after they participated in walkouts, leading to fears of job loss among striking workers [5].

Core Viewpoint - A class action lawsuit has been filed against Oddity Tech Ltd. for alleged violations of federal securities laws during the Class Period from February 26, 2025, to February 24, 2026, due to misleading statements regarding the company's business and financial prospects [1][7]. Company Overview - Oddity is a consumer technology company focused on building digital-first brands in the beauty and wellness industries, utilizing an AI-driven online platform to identify consumer needs and develop relevant products [4]. Revenue and Advertising Dependency - The company's revenue and customer acquisition costs are significantly influenced by its advertising partners' algorithms, which utilize user behavior and demographic data to optimize online advertising exposure [5]. - Higher-quality ad auctions correlate with lower customer acquisition costs, while lower-quality auctions lead to increased costs [6]. Allegations in the Lawsuit - The lawsuit claims that Oddity's executives made materially false and misleading statements, failing to disclose that changes in algorithms from its largest advertising partner diverted ads to lower-quality auctions, resulting in increased customer acquisition costs and negatively impacting the company's financial outlook [7]. Impact of Recent Developments - On February 25, 2026, Oddity disclosed a significant increase in user acquisition costs due to the algorithm changes, predicting a 30% decline in first-quarter 2026 revenue year-over-year, with hopes for improvement in the second half of 2026 [8]. - Following this announcement, Oddity's Class A ordinary share price dropped by $14.28, or 49.21%, closing at $14.74 per share [9].

Core Viewpoint - Two crashes involving Ford's BlueCruise system resulted in three fatalities, raising concerns about the safety and reliability of the autonomous driving technology [1] Group 1: Incident Details - The incidents occurred while the BlueCruise system was engaged, indicating potential issues with the system's performance in real-world conditions [1] - The crashes have prompted scrutiny from regulators and the public regarding the safety measures in place for autonomous driving features [1] Group 2: Implications for Ford - The fatalities may impact consumer confidence in Ford's autonomous driving technology, potentially affecting sales and market perception [1] - Ford may face increased regulatory scrutiny and pressure to enhance safety protocols for its BlueCruise system [1]

Core Viewpoint - Copper Property CTL Pass Through Trust has released its final Federal income tax information for 2025, which supersedes earlier information provided on February 13, 2026 [1]. Company Overview - Copper Property CTL Pass Through Trust was established to acquire 160 retail properties and 6 warehouse distribution centers from J.C. Penney as part of its Chapter 11 reorganization plan [3]. - The Trust's operations focus on owning, leasing, and selling these properties, with the objective of selling them to third-party purchasers as quickly as possible [3]. - The Trust is managed externally by an affiliate of Hilco Real Estate LLC and is intended to be treated as a liquidating trust for tax purposes [3]. Financial Information - The Trust has filed its Annual Report on Form 10-K for the year ended December 31, 2025, and will host a live conference call to discuss its financial and operating results on March 13, 2026 [7][8]. - A monthly report for February 2026 has been filed, indicating a total distribution of $6.2 million, or $0.082844 per trust certificate, to be paid on March 10, 2026 [10].

Market Overview - The tech market sentiment has shifted from bullish to cautious, with increased investor scrutiny on AI capital expenditures and the overall market dynamics influenced by geopolitical factors [4][5][6] - The ongoing war has intensified the tug of war between greed and fear in the market, leading to volatility and a lack of confidence in sustained relief rallies [10][12][16] Geopolitical Factors - The conflict in the Middle East has significant implications for the tech sector, particularly for companies like SK Hynix, Samsung, and TSMC, which are heavily reliant on helium from Qatar for semiconductor manufacturing [19][20] - Recent developments suggest a potential resolution to the conflict, which could alleviate supply chain pressures and positively impact semiconductor companies amid rising demand for chips [24][27] Semiconductor Industry Insights - Micron has reported strong financial performance, but concerns exist regarding the sustainability of its stock rally, as the current price increases are driven by non-AI demand rather than AI-related growth [31][34][36] - The memory market is experiencing significant price fluctuations, with DRAM prices surging over 300% for certain kits, but the outlook for demand in PCs and smartphones has been revised downward, indicating potential challenges ahead [34][40][41] AI and Memory Usage - Google's TurboQuant technology has raised concerns about reduced memory requirements for AI applications, leading to a market reaction that negatively impacted memory and storage stocks [49][50][51] - The evolving nature of AI suggests that while memory efficiency may improve, the overall demand for memory is unlikely to decrease significantly, as the industry continues to scale up for AI applications [52][54] Energy Sector Considerations - The energy requirements for AI infrastructure are becoming a critical issue, with over 500 planned data center projects expected to impact electricity prices and consumption [57][58] - The current geopolitical tensions, particularly related to Iran, exacerbate concerns about energy supply and its implications for tech companies reliant on stable energy sources [60] US-China Relations and Chip Supply - The Super Micro scandal highlights the widening gap between US and Chinese tech capabilities, with increased scrutiny on AI chip exports to China [62][64] - The ongoing geopolitical tensions may lead to more stringent export restrictions from the US, while also opening avenues for negotiations between US and Chinese leaders regarding technology and trade [68][70]

Core Viewpoint - Inhibitor Therapeutics, Inc. is advancing its pharmacokinetic clinical program for treating basal cell carcinomas in patients with Basal Cell Carcinoma Nevus Syndrome and plans to file a new global patent application for its proprietary itraconazole formulation [1][6]. Group 1: Clinical Development - The comparative pharmacokinetic, safety, and tolerability study is being conducted in healthy adults in Malaysia as a three-way crossover study against a reference drug, in collaboration with Avior Bio, Inc. [2] - The study is progressing through its dosing periods, with Period 2 on April 10, 2026, and Period 3 on April 24, 2026, with top-line results expected before the full Clinical Study Report [3]. - This pharmacokinetic study is anticipated to be the final clinical study required before submitting a New Drug Application to the FDA for the BCCNS program [3]. Group 2: Formulation Strategy - The company employs a proprietary amorphous formulation approach for itraconazole, addressing solubility limitations of the conventional crystalline form, which can lead to variability in absorption [4]. - The Investigational Medicinal Product Dossier supports the formulation strategy, showing the product candidate as amorphous and developed to improve intestinal solubility and absorption [5]. Group 3: Intellectual Property - Inhibitor is preparing a new patent application for its proprietary formulation, which, if granted, would enhance its intellectual property estate and strategic value for the BCCNS program [6]. Group 4: Market Context - Gorlin Syndrome is a rare hereditary disorder leading to multiple basal cell carcinomas, and Inhibitor's itraconazole aims to meet the significant unmet medical need for patients facing repeated surgeries [7]. Group 5: Company Overview - Inhibitor Therapeutics, Inc. is a clinical-stage pharmaceutical company focused on developing innovative therapies using repurposed, approved active pharmaceutical ingredients, with its lead program targeting surgically eligible basal cell carcinomas in BCCNS [8].

Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the Air Liquide Conference Call on 2025 Sustainability Performance. [Operator Instructions] I will now hand over to the Air Liquide team. Please begin your meeting, and I will be standing by. Aude RodriguezHead of Investor Relations Thank you, Sandra. Good afternoon, everyone. This is Aude Rodriguez, Head of Investor Relations. Thank you for attending the call today. On our website, on top of the CSRD disclosure, you will find our ...