While Nvidia's latest results were deemed "phenomenal,†a massive shift in trading flows has sent software stocks rising as investors ditch AI chip names. ...

An updated edition of the Dec. 31, 2025 article.The global streaming content industry has evolved from a niche add-on to a core pillar of media consumption, fundamentally reshaping how audiences access entertainment and information. Subscription video, free ad-supported streaming TV (FAST), live streaming and digital audio collectively form a multibillion-dollar ecosystem supported by widespread broadband penetration and connected TV adoption. This structural shift has opened meaningful opportunities for pl ...

Key Takeaways Snowflake and Samsara are competing for upside in the fast-growing cloud data market. SNOW posted 125% net retention and signed a $400M deal, boosting AI momentum. IOT expanded $1M ARR clients and delivered stronger average earnings surprises. Snowflake (SNOW) and Samsara (IOT) are major players in the cloud data and analytics space. While Snowflake provides a pure-play cloud data warehousing and analytics platform, Samsara provides industrial IoT and cloud solutions that enable businesses to ...

Seasoned investors know it, but some traders might have to learn this lesson the hard way. ...

The asset management landscape continues to evolve with Victory Capital Management affirming its fully financed, actionable proposal to acquire Janus Henderson Group, which rivals a previous bid from ... ...

Medline Inc (NASDAQ:MDLN) reported mixed results for the fourth quarter on Wednesday.The company posted a quarterly loss of 1 cent per share which missed the analyst consensus estimate of earnings of 18 cents per share. The company reported quarterly sales of $7.787 billion which beat the analyst consensus estimate of $7.547 billion.“We delivered strong fourth quarter results, concluding a successful 2025 with $2.4 billion in total new customer signings,” said Jim Boyle, Chief Executive Officer of Medline. ...

DUBLIN--(BUSINESS WIRE)--The Board of Directors of intelligent power management company Eaton (NYSE:ETN) today declared a quarterly dividend of $1.10 per ordinary share, an increase of 6% over its last quarterly dividend. The dividend is payable March 27, 2026, to shareholders of record at the close of business on March 10, 2026. Eaton has paid dividends on its shares every year since 1923. Eaton is an intelligent power management company dedicated to protecting the environment and improving th. ...

Lithium ETF Rallies 91% on Battery Materials RecoveryThe [Amplify Lithium & Battery Technology ETF (BATT)] has returned 91.2% over the past year. This comes as lithium prices doubled from their 2025 lows to around $20,000 per metric ton, shifting from oversupply to what analysts call a structural deficit.The lithium market moved from supply glut to balance during 2025. Low prices halted producer investment and slowed global supply growth, according to Morningstar's [February analysis] on lithium's rebound.M ...

Ciena Corporation's ( CIEN ) share price has soared by over 300% over the last 12 months and by almost 50% year-to-date. The company has a strong AI exposure because of the strengthening foothold of its Networking PlatformsI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent ...

After 40 years in the investment business, Jim Paulsen now pens a popular Substack newsletter. He sees a new bull market forming in long-neglected stocks, like small-caps. ...