CoStar Group, Inc. (NASDAQ:CSGP) is one of the S&P 500 stocks that Jim Cramer shared his take on. Cramer highlighted the AI fears around the stock, as he commented: The second biggest loser in February was another victim of AI that I am very concerned about. It’s called CoStar Group, and that was down 27.4%. CoStar offers online marketplace services, data, and analytics for the commercial real estate market. It’s sort of like a Zillow for commercial properties. Their stuff is proprietary, but maybe it bec ...

Group 1 - EPAM Systems, Inc. is a significant player in the S&P 500, experiencing a notable decline of 32.4% in February, making it the worst performer in the index for that month [1] - The company specializes in outsourced software development, providing services such as digital engineering, cloud migration, cybersecurity, and artificial intelligence solutions [3] - The rise of generative AI platforms poses a competitive threat to EPAM, as these platforms can perform similar tasks at a lower cost, impacting the demand for EPAM's services [1][3] Group 2 - While EPAM has potential as an investment, there are other AI stocks that are perceived to offer greater upside potential and lower downside risk [4] - The company is positioned to benefit from trends such as onshoring and tariffs from the Trump era, which may enhance its market opportunities [4]

However, the Strait of Hormuz remains closed after Iran’s Islamic Revolutionary Guard Corps said that “we will set fire to any ship attempting to pass through” the strait, which runs along Iran's coast and handles a fifth of the world's oil. The closure of the Strait of Hormuz has forced Iraq, OPEC's second-largest producer, to shut down oil production at its largest oil fields in Rumalia as storage tanks fill up. Also, Kayrros reported today that four of six tanks at Saudi Arabia’s Ras Tanura refinery were ...

The U.S. stock market opened with a cautious but resilient tone on Wednesday, March 4th, 2026, as investors balanced stronger-than-expected labor data against escalating geopolitical tensions in the Middle East. While the previous session saw significant volatility, the major indexes showed signs of stabilization during the morning hours, driven by a rebound in technology shares and a moderation in oil price spikes.Major Indexes Opening PerformanceAt the opening bell, the major market indexes presented a mi ...

Company Insights - Arrow Electronics is one of the world's largest distributors of electronic components and enterprise computing products, with a projected 3-5 year EPS growth rate of 15.2% and a Zacks Rank 1 (Strong Buy) [6][8] - Arrow's recent partnerships, including collaboration with .lumen for AI-powered assistive technology, highlight its innovation leadership and are expected to bolster future growth [7] - Gold.com operates as a fully integrated alternative assets platform, with a stock price that has surged 83% over the past three months and an expected earnings growth rate of 63.1% for the current year, also holding a Zacks Rank 1 [9][10] - Cross Country Healthcare provides talent management and consultative services for healthcare clients, benefiting from strong relationships and momentum in home care and physician staffing, currently holding a Zacks Rank 3 (Hold) [11][12] - AMN Healthcare Services has evolved into a strategic total talent solutions partner, with a unique MSP that streamlines workforce planning and improves patient care, also holding a Zacks Rank 3 [13][14] - PENN Entertainment is recognized for consistent strategy execution and strong brand recognition, with earnings surpassing the Zacks Consensus Estimate in three of the last four quarters, currently holding a Zacks Rank 3 [15] Market Trends - The technology sector has experienced a sharp downturn due to investor concerns regarding the sustainability of the AI trade and elevated valuations of AI stocks, alongside sell-offs in cryptocurrencies like Bitcoin [2] - Despite market volatility, investors are encouraged to consider broker-favored stocks, indicating potential investment opportunities in the current environment [3]

An updated edition of the Jan. 12, 2026, article.The global auto industry is in the middle of a major reset. Electric vehicles (EVs) and autonomous vehicles (AVs) are redefining how the world moves. Better battery technology and a wider charging network are making EVs more practical for everyday use.For a long time, Tesla (TSLA) was the face of the EV revolution. But the market is no longer a one-horse race. China’s BYD Co Ltd (BYDDY) overtook Tesla in global annual sales last year, signaling a shift in lea ...

Apple Inc. (NASDAQ:AAPL) on Wednesday launched the MacBook Neo — its most affordable laptop to date — at a starting price of $599, or $499 for education customers.Pre-orders opened on Wednesday. Units ship and hit Apple Store shelves starting, March 11.What Is the MacBook Neo?The MacBook Neo is a brand-new 13-inch laptop built around Apple’s A18 Pro chip — the same processor found in the iPhone 16 Pro lineup. It features:The device runs macOS Tahoe and ships with Apple Intelligence built in.Performance Clai ...

QuickLogic to Exhibit and Present at GOMACTech 2026 Accessibility Statement Skip NavigationSAN JOSE, Calif., March 4, 2026 /PRNewswire/ -- QuickLogic Corporation (NASDAQ: QUIK), a developer of embedded FPGA (eFPGA) IP and ruggedized FPGAs and chiplet solutions, will exhibit at the GOMACTech Conference 2026, taking place March 9–12, 2026 at the New Orleans Ernest N. Morial Convention Center in New Orleans, Louisiana.Exhibit HoursTuesday, March 10, 2026: 12:00 PM – 8:00 PMWednesday, March 11, 2026: 9:00 AM – ...

Nexxen International (NasdaqGM:NEXN) Q4 2025 Earnings call March 04, 2026 09:00 AM ET Company ParticipantsAndrew Marok - Director of InternetBilly Eckert - VP of Investor RelationsMaria Ripps - Managing Director in Equity ResearchOfer Druker - CEO and Executive DirectorSagi Niri - CFOConference Call ParticipantsBarton Crockett - Managing Director and Senior Research AnalystJason Kreyer - Senior Research AnalystLaura Martin - Senior AnalystMatthew Swanson - Software AnalystOperatorWelcome to Nexxen's Fourth ...

Financial Data and Key Metrics Changes - For Q4 2025, the company reported Contribution ex-TAC of $97.8 million, reflecting a 7% year-over-year decrease or a 1% decrease excluding political revenue [19] - Programmatic revenue was $94.3 million, down 4% year-over-year but up 2% excluding political revenue [19] - Adjusted EBITDA for Q4 was $33.9 million, representing a 35% margin as a percentage of Contribution ex-TAC [22] - Non-IFRS diluted earnings per share was $0.33 in Q4 compared to $0.48 in Q4 2024 [23] - For the full year 2026, the company expects Contribution ex-TAC in the range of $375 million-$390 million, representing over 8% year-over-year growth at the midpoint [26] Business Line Data and Key Metrics Changes - Contribution ex-TAC from the non-programmatic business line declined by approximately $3 million year-over-year [20] - CTV revenue declined 19% year-over-year in Q4 to $30.1 million, but the company expects CTV to represent a core long-term growth engine [21] - Desktop video revenue increased 21% year-over-year, while mobile video revenue declined 9% [20] - Contribution ex-TAC from data products increased 51% year-over-year [20] Market Data and Key Metrics Changes - The company noted that over 80% of mobile ad spend occurred in apps in 2025, with mobile expected to account for over two-thirds of total digital ad spend by 2027 [11] - The company is focusing on expanding its partnerships in the mobile in-app ecosystem to support long-term growth and revenue durability [11] Company Strategy and Development Direction - The company plans to continue investing in enterprise solutions and has doubled its enterprise customer base in 2025 [7] - The launch of a programmatic Smart TV on-screen advertising solution is expected to create a new growth channel for advertisers [8] - The company is focusing on building relationships with leading DSPs and enhancing its data capabilities to drive enterprise adoption [11] - The company aims to capitalize on major advertising events in 2026, including the FIFA World Cup and US midterm elections [30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to expand margins over time through Contribution ex-TAC growth and disciplined cost management [22] - The company is optimistic about the early momentum in 2026, driven by strong January and February results [5][27] - Management highlighted the importance of AI integration and infrastructure investments made in 2025 to support long-term growth [14][28] Other Important Information - The company repurchased 1.44 million shares in Q4, investing approximately $10.8 million [23] - The company plans to invest an additional $50 million in its partnership with V in Q3 2026, expecting to hold a 6% equity stake [24][25] Q&A Session Summary Question: Can you provide more details on how AI is reshaping the open internet and its impact on 2025 results? - Management noted that browsing is decreasing as users turn to AI for answers, prompting a shift towards CTV and in-app mobile, which are less affected by AI [34][35] Question: What is the current revenue stream for data and how does it contribute to growth? - Management indicated that data is integrated into over 80% of campaigns, enhancing media spend and generating high-margin revenue [52] Question: What portion of growth is expected from political advertising in 2026? - Management stated that political advertising is not a major focus for growth projections but has seen success in previous cycles due to strong segmentation tools [93]