US equity futures are down sharply, along with all global markets, as the Iran war expands and escalates (attack on US embassy in Saudi Arabia; uncertainty over duration of Strait of Hormuz closure; targeting non-military infra / businesses) rattling markets and sending oil and the dollar surging. Global bonds also plunge on fears that Trump’s “whatever it takes” vow on Iran will fuel energy prices and inflation. As of 8:00am ET, S&P futures are down 1.4%, off session lows, as market odds for Fed rate cuts ...

Core Insights - The artificial intelligence (AI) data center investment theme has gained significant traction over the past year, but investors must remain cautious about valuations when investing in data center infrastructure companies like Vertiv [1] Group 1: Company Performance - Vertiv's stock has increased by 52% since mid-January, 62% in 2026, and 185% over the past year, consistently exceeding expectations for revenue and order growth [2] - The order growth has led to a substantial increase in backlog, supported by recent capital spending commitments from major hyperscalers such as Amazon, Alphabet, and Microsoft, indicating potential for medium-term growth [4] Group 2: Market Expectations - Wall Street has begun to upgrade estimates for Vertiv, with the consensus for 2026 aligning with the company's management's estimate of free cash flow (FCF) between $2.1 billion and $2.3 billion [6] - A discounted cash flow analysis suggests that to justify the current enterprise value of $100 billion, a terminal growth rate of 14% to 15% is required, reflecting market expectations for data center spending growth from $1 trillion in 2026 to $1.7 trillion in 2030 [7] Group 3: Financial Metrics - Estimated free cash flow for Vertiv is projected to grow from $2.287 billion in 2026 to $4.648 billion by 2030, with a corresponding present value calculated for the next five years totaling $12.97 billion [8]

Core Insights - Nvidia reported its fourth-quarter fiscal 2026 earnings, showcasing impressive results despite high expectations, leading to discussions about whether the stock is overvalued [1][2]. Financial Performance - Nvidia's stock price has increased by 724% over the past four years, significantly outperforming the S&P 500, Nasdaq Composite, and tech sector [2]. - The company's net income surged from less than $5 billion to $120.1 billion in four years, making it the second most profitable company globally, following Alphabet [3]. - Revenue and net income growth have outpaced stock price increases, with Nvidia converting over $0.55 of every dollar in sales into after-tax net income [3]. Revenue and Margins - Nvidia's revenue figures for fiscal years are as follows: - Fiscal 2023: $27 billion - Fiscal 2024: $60.9 billion - Fiscal 2025: $130.5 billion - Fiscal 2026: $215.9 billion - Gross margins have been strong, with figures of 56.9% in fiscal 2023, peaking at 75% in fiscal 2025, and settling at 71.1% in fiscal 2026 [4]. Future Guidance - For the first quarter of fiscal 2027, Nvidia is guiding for $78 billion in revenue and a 75% GAAP gross margin, representing a 14.5% quarter-over-quarter increase and a 76.9% increase year-over-year [5]. Customer Concentration - Nvidia's revenue is heavily reliant on a small number of customers, with the top five cloud providers accounting for over 50% of its data center revenue [6][7]. - Capital expenditure expectations from these customers have risen by nearly $120 billion since the start of 2026, approaching a total of $700 billion [7].

46,560,188-$2.6110.53%$22.18[Estee Lauder Companies][EL]• Vol: 5,243,183-$9.288.48%$100.19[Elevance Health][ELV]• Vol: 4,481,808-$25.938.10%$294.07[TE Connectivity][TEL]• Vol: 5,037,713-$18.177.89%$211.98 Credo CEO Projects 50% Growth Pace for Full Year - 24/7 Wall St.[S&P 5006,780.40 -1.38%][Dow Jones48,176.80 -1.40%][Nasdaq 10024,527.40 -1.73%][Russell 20002,595.09 -2.10%][FTSE 10010,497.60 -2.82%][Nikkei 22554,603.70 -5.08%][Investing]# Credo CEO Projects 50% Growth Pace for Full Year### Quick ReadCredo ...

Amazon ( AMZN ) is one of my favorite businesses ever created and I often remind myself of the famous quote from Jeff Bezos. It essentially meant that in Amazon, they don't think what's going to change inWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most accessible paths to ach ...

| 3月3日，美股期货持续下行，截至发稿，道琼斯指数期货跌1.7%，标普500指数期货跌1.68%，纳斯达克100指数期货跌2.14%。 | | --- | 大型科技股盘前普跌，"科技七姐妹"集体下跌，英伟达、亚马逊、谷歌跌超2%， 微软、 Meta、特斯拉 跌超1%，苹果跌0.73%。 芯片股盘前集体走低，美光科技一度跌超7%， ASML跌近5%， 台积电跌3%，博通跌2.4%。 加密货币概念股同样走低，Figure跌超5%，Circle跌超6%，Strategy跌超3%，Coinbase跌超4%。 油气股盘前延续涨势，Battalion Oil暴涨超130%，美国能源涨超12%，西方石油涨近2%。 编辑 ｜ 钉钉 ...

Oracle (NYSE: ORCL) declined 11.7% in March according to data from S&P Global Market Intelligence. The stock is down more than 23% in 2026 as I write. However, the key benchmark date is likely mid-September, when news of the $300 billion deal with OpenAI broke. The initial euphoria over the deal quickly faded, and Oracle's stock is down more than 54% since mid-September. Image source: Getty Images. Will AI create the world's first trillionaire? Our team just released a report on the one little-known compa ...

Tehran's threat to attack any vessel attempting to ‌transit the Strait of Hormuz, ⁠combined ⁠with production halts by several Middle Eastern oil and gas producers, has driven global shipping rates higher and pushed up crude and natural gas prices. The strait, a critical chokepoint, carries roughly one-fifth of the world's total oil consumption. Industries such as airlines and travelthat are exposed to crude prices were knocked back for a second day. Delta and Royal Caribbean fell about 4% each. "Much will ...

②【石油股盘前多数上涨，美国能源涨超18%】石油股盘前多数上涨。截至发稿，埃克森美孚上涨2.00%，雪佛龙上涨1.56%，康菲石油公司上涨2.49%， 美国能源上涨18.26%。WTI原油期货上涨5.19%，报74.97美元/桶。 ③【军工股集体走强】军工股盘前集体走强。截至发稿，洛克希德马丁上涨1.56%，雷神技术公司上涨0.82%。 ④【航空股普跌】美股航空盘前普跌。截至发稿，美国航空下跌3.12%，达美航空下跌3.05%，美国联合航空下跌2.91%。 ⑤【内存股普跌，美光跌超6%】内存股盘前普跌。截至发稿，美光下跌6.15%，西部数据下跌5.04%，希捷下跌4.80%。 ⑥【明星科技股普跌】明星科技股盘前普跌。截至发稿，英伟达、谷歌下跌超3%，AMD下跌3.71%，微软下跌1.70%。 每经记者｜岳楚鹏 每经编辑｜段炼 高涵 ⑦【联合创始人计划出售2.8亿美元股票，Palantir跌超3%】当地时间3月2日，最新监管文件显示，Palantir联合创始人彼得·蒂尔计划于3月3日通过美林证 券出售至多200万股A类股票，价值2.8亿美元。根据美国证券交易委员会（SEC）的文件，蒂尔上一次减持Palantir ...

全球金融市场遭遇"黑色星期二"。 继亚太市场周二大跌后，欧洲交易时段，各大指数集体重挫，意大利富时MIB指数、西班牙IBEX35指数大跌 超4%，欧洲斯托克50指数、德国DAX30指数大跌超3%。美股指数期货亦全线大跌，纳斯达克100指数期货一 度跌超2%。有分析指出，中东地区迅速蔓延的冲突加剧了全球市场的紧张情绪，美股恐慌指数VIX一度飙涨 18%，最新报25.15点，触及三个月新高。 中东局势方面，据央视新闻消息，美国东部时间3日凌晨在短短3小时内，美国国务院连发6条撤离令，要求在 约旦、巴林、伊拉克、科威特、卡塔尔、阿联酋的非必要政府人员撤离。以色列国防军3日表示，以军监测到 伊朗向以色列发射新一轮导弹，以军防空系统正在拦截伊朗导弹。 欧美股市全线大跌 受中东紧张局势持续升级影响，欧美股市的避险情绪持续升温，当地时间3月2日，欧洲股市遭遇猛烈抛售，各 大指数低开低走，截至北京时间19:00，意大利富时MIB指数、西班牙IBEX35指数大跌超4%，德国DAX30指数 大跌近4%，欧洲斯托克50指数跌超3%，法国CAC40指数、英国富时100指数跌近3%。STOXX 600银行股指数 一度大跌超4%，创下自 ...