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]

Financial Data and Key Metrics Changes - The company generated net investment income (NII) of $0.18 per share for Q4 2025, down from $0.32 per share in Q3 2025 and $0.27 per share in Q4 2024 [24] - The net asset value (NAV) per share was $6.98 as of December 31, 2025, compared to $7.12 as of September 30, 2025, and $8.43 as of December 31, 2024 [27] - Total investment income for Q4 was $21 million, compared to $24 million in the prior year period, primarily due to lower interest income on the debt investment portfolio [23] Business Line Data and Key Metrics Changes - The current portfolio stood at $647 million, with new originations totaling $103 million in Q4, offset by $13 million in scheduled principal payments and $15 million in principal prepayments [10][26] - The debt portfolio yield was 14.3% for Q4, down from 14.9% in the previous year's Q4, while onboarding yields were 12% for Q4, consistent with historical levels [12][23] - The company ended the year with a committed and approved backlog of $154 million, an increase from $119 million at the end of Q3 [13] Market Data and Key Metrics Changes - Approximately $92 billion was invested in VC-backed companies in Q4 2025, with 2025 being the largest year of investment since 2021 [15] - The demand for venture debt capital remains high, and the company expects to be a key supplier of such capital in the coming year [9] Company Strategy and Development Direction - The merger with Monroe Capital is expected to significantly increase equity capital available for investment and allow for larger venture loans [5][7] - The company aims to optimize returns and create future value through collaboration with portfolio companies and a disciplined approach to underwriting new loans [14][19] - The focus remains on targeting larger venture loan opportunities for both private and small-cap public companies post-merger [18] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges faced in 2025 but expressed optimism about the groundwork laid for long-term success [4] - The company anticipates that the size of its portfolio and growth expectations will enable it to generate NII that covers distributions over time [25] - The management highlighted the importance of navigating the changing environment, particularly in AI and defense technology sectors [17] Other Important Information - The company redeemed its notes due in 2026 and issued new 7% notes due in 2028 [8] - The company has a strong liquidity position with $189 million in available liquidity as of December 31, 2025 [20] Q&A Session Summary Question: Can you elaborate on the new dividend level decision? - The company reviews distribution levels with the board each quarter, considering the current portfolio, run rate, spillover, and growth opportunities to determine a sustainable level [29][30] Question: What drove the lower interest income? - The lower interest income was primarily due to reduced prepayment activity and the timing of fundings, with significant prepayments occurring in Q3 but only one in Q4 [34][36] Question: What are the opportunities for public company financing? - The company sees opportunities in providing flexible capital structures to companies that may not be profitable and typically resort to equity financing, which is more dilutive [40] Question: Can you provide details on the non-accrual portfolio companies? - The company is working to maximize recoveries on non-accruals, which are at various levels, and has improved the percentage of non-accruals quarter-over-quarter [44][45] Question: What was the driver of the realized loss? - The realized loss included a small position in Tallac Therapeutics, but the overall impact was minimal, with net realized and unrealized results being slightly positive [49][51]

Key Takeaways PWR now gets approximately 10% of revenues from data centers as its fastest-growing backlog segment expands.Quanta's $500-$700M supply-chain push may protect margins and improve ROIC in the upcoming period.Quanta's rising EPS estimates and programmatic contracts support durable growth in the near term.Quanta Services, Inc. (PWR) highlighted that data centers now account for nearly 10% of the business as of 2025, making it its fastest-growing backlog segment. But the bigger question for investo ...

Uh, Bitcoin miners don't need 99.99% uptime of electricity. AI does. Uh, another one, high-speed internet.Bitcoin mining does not require highspeed internet. Oftent times, Bitcoin mines can operate just on satellite Starlink internet. Uh, AI obviously requires high-speed fiber.Uh, and so there's another difference in terms of the infrastructure. Uh, Bitcoin miners can sometimes just use shipping containers to hold their Bitcoin miners. and you're roughly talking $500,000 per megawatt of infrastructure like ...