CoreWeave  has inked a multi-year deal with Perplexity to host inference workloads for the AI service provider. The partnership establishes the cloud platform as the primary infrastructure provider for Perplexity’s AI suite. A CoreWeave press release announcing the deal did not disclose the exact length or value of the deal. Perplexity will power its inference workloads using NVIDIA GB200 NVL72-powered clusters, focusing on the growth of its Sonar and Search API ecosystem. The #1 podcast for emerging te ...

Investor Day March 04, 2026 I N V E S T O R D A Y ROOM SAFETY OVERVIEW Emergency In the event of an emergency, an alarm will sound. Stay calm and proceed to the evacuation routes. I N V E S T O R D A Y Stairwell outside in hallway Shelter in place within the hallway and restrooms A reconciliation of non-GAAP financial measures appearing in this document to financial measures prepared in accordance with U.S. Generally Accepted Accounting Principles (GAAP) are included in the Annex to this document. This docu ...

Group 1: Ross Stores - Ross Stores reported better-than-expected quarterly results, with shares rallying over 7% following the announcement [2][3] - Adjusted EPS for the trailing quarter was $2.00, surpassing the expectation of $1.83 [2] - Revenue reached $6.6 billion, exceeding the anticipated $6.4 billion, with comparable store sales increasing by 9%, significantly above the expected 5% [3] - Sales growth was observed across all major merchandise categories, particularly in shoes and cosmetics [3] - The company gained new shoppers, especially in the 18 to 34 demographic, contributing to growth in junior and young men's categories [4][5] - Improved merchandising, recognizable brands, and new marketing campaigns were credited for driving awareness and engagement [6] Group 2: Abercrombie & Fitch - Abercrombie & Fitch reported earnings of $3.68 per share, beating expectations, but faced pressure due to a weaker outlook [7] - Revenue was in line with expectations at $1.67 billion, with comparable sales rising by only 1% [7] - The company anticipates Q1 EPS between $1.20 and $1.30, with sales growth projected at just 1% to 3%, below the street's expectation of $1.45 [8][9] - Tariffs are expected to be a headwind, impacting their fiscal year projections [10] Group 3: GitLab - GitLab's stock is under pressure despite better-than-expected results, with shares down 8% [11][12] - Adjusted earnings were reported at $0.30 per share, exceeding the expectation of $0.23, with revenue at $260.4 million [12][13] - The company projects fiscal year 2027 revenue between $1.1 billion and $1.12 billion, indicating a slowdown in growth to 17% from 26% the previous year [13]

Quick Read Interactive Brokers (IBKR) customers heavily bought Nvidia (NVDA), down 6.64% to $180.05 despite reporting $68.13B revenue (up 73.2%). Interactive Brokers customers bought Nvidia’s post-earnings dip, treating the disconnect between record revenue growth and the subsequent stock decline as a buying opportunity. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. When Interactive Brokers (NASDAQ:IBKR) talks about what its customers are actually doing ...

so far, i've used perplexity computer for:> daily crypto x AI briefing for myself> personal website xeerdotme (link in bio)> personal health dashboard> family finance tracker> arbitrage scanner bot> personal generative art projectunfortunately some of it is unfinished since i ran out of credits but pretty happy with what i've already achieved. ...

Core Insights - HubSpot, Inc. is enhancing its customer data capabilities through the acquisition of Clearbit, which supports the development of advanced AI functionalities [2][10] - The company is focused on becoming a leading Customer Relationship Management provider by leveraging its inbound marketing and sales applications [3][4] - HubSpot's strategy includes cross-selling opportunities and expanding its App Marketplace to drive growth [5][8] Group 1: AI and Data Integration - The integration of Clearbit's data with HubSpot AI is expected to improve the accuracy and power of AI tools [2][10] - HubSpot's AI features, including AI assistance and insights, are integrated across its product suite, providing added value to customers at no extra cost [10] - The transition to a seat-based pricing model is designed to lower barriers for new customers and encourage upgrades, potentially leading to healthier customer cohorts [10] Group 2: Market Position and Growth Strategy - HubSpot's inbound applications have contributed to the growth of its marketing agency partner network, indicating a strong market presence [3][4] - The One HubSpot initiative is a key growth driver, allowing for better cross-selling of products to existing customers [5][9] - The company has seen positive earnings estimate revisions for 2026 and 2027, indicating investor confidence in its growth prospects [14][15] Group 3: Financial Performance - HubSpot's stock has experienced a significant decline of 60.7% over the past year, underperforming compared to industry peers [11] - Despite the stock performance, the company is witnessing steady adoption of its multi-hub offerings among enterprise customers [15] - The pricing optimization in the starter edition is leading to solid client additions, particularly in the lower market segment [15]

LITE stock has been on a tear lately. It roughly doubled year-to-date (YTD) and is up more than 940% over the past year, smashing the broader market. The rally follows consecutive beat-and-raise quarters and booming AI/datacenter demand. Lumentum’s backlog of optical-switch and co-packaged optics orders is now massive. Traders also cheered Nvidia’s $2 billion pact, betting Lumentum will continue feeding hyperscale growth.Recently, Lumentum secured a seven-year supply agreement for key indium-phosphide wafer ...

So far in 2026, active fund managers are having one of their best years in nearly two decades. Goldman Sachs says that 57% of large-cap active mutual fund managers are beating their benchmarks, far above the long-term average. Unfortunately, that's only one year. The long-term data shows that active managers have a pretty miserable record of staying ahead of their benchmarks. Over the past 10 years ending in 2024, 84% of large-cap active mutual funds lagged their benchmarks. Will AI create the world's fi ...

Key Takeaways MU, FIX, DECK, HUBS and SNDK named top growth buys for March despite turbulence. MU rides AI-driven memory demand with HBM4 roadmap and 100% growth outlook.HUBS boosts growth via AI tools, seat pricing shift and rising enterprise adoption.U.S. stocks’ bull run halted in February, with Wall Street concluding a volatile month. Investors’ sentiment is likely to remain shaky in March too resulting in volatile trading pattern.Geopolitical conflicts in the Middle East and the consequences of the war ...

Group 1 - The January jobs report showed stronger-than-expected hiring with the US economy adding 130,000 jobs, double the expected increase of 65,000 [2] - The unemployment rate fell to 4.3%, lower than the anticipated 4.4% [2] - Most job gains in January were concentrated in healthcare services, with 82,000 jobs added, particularly in ambulatory services, hospitals, and nursing and residential care [3] Group 2 - Significant job losses were reported in financial services, with a decline of 22,000 jobs, raising concerns about the overall labor market [3][4] - Other key sectors such as trade, transportation, and utilities also experienced notable declines, which could temper enthusiasm regarding the job report [2][4] - Broader concerns about the labor market persist, particularly with rising job cut announcements, which reached the highest level since October [4] Group 3 - Executive warnings about the potential impact of AI on job security are increasing, with predictions that many white-collar tasks could be fully automated within the next 12 to 18 months [5]