Tower Semiconductor Could Hit $230, but the Long-Term Payoff Is the Big Story - 24/7 Wall St. S&P 5006,508.40 -1.41% Dow Jones46,098.40 -0.81% Nasdaq 10023,714.20 -2.00% Russell 20002,504.52 -1.18% FTSE 1009,978.20 -1.37% Nikkei 22552,719.50 -2.13% Stock Market Live March 26, 2026: S&P 500 (SPY) Slips on Oil Again Investing Tower Semiconductor Could Hit $230, but the Long- Term Payoff Is the Big Story By Joel SouthPublished Mar 26, 2:55PM EDT Quick Read Tower Semiconductor (TSEM) generated SiPho revenue ...

Commercial Metals Company (NYSE:CMC) Q2 2026 Earnings call March 26, 2026 11:00 AM ET Company ParticipantsAlbert Realini - VP of Equity ResearchAndy Jones - Executive DirectorBill Peterson - Equity ResearchPaul Lawrence - SVP and CFOPeter Matt - President and CEOSathish Kasinathan - VPTristan Gresser - Head of Steel Equity ResearchConference Call ParticipantsKatja Jancic - Equity Research AnalystOperatorHello, and welcome everyone to the Fiscal 2026 Second Quarter earnings call for CMC. Joining me on today' ...

Key Takeaways Nebius saw AI cloud revenue jump 830% YoY and 63% sequentially in Q4 amid strong demand.NBIS secured major deals from NVIDIA, Meta and Microsoft to expand AI capacity and partnerships.Nebius plans $16B-$20B capex in 2026, with losses expected as it scales infrastructure aggressively.The AI infrastructure boom is giving rise to a new wave of cloud challengers, with Nebius Group N.V. (NBIS) and CoreWeave, Inc. (CRWV) emerging as two prominent players in the race to power next-generation workload ...

Key Takeaways APLD targets AI power limits with North Dakota campuses offering low-cost energy and long-term leases.Applied Digital is exploring steam turbine power and liquid cooling to boost capacity and efficiency.Zacks Consensus Estimate pegs fiscal 2026 revenues at $340.24M, up 57.88% year over year.Applied Digital (APLD) is positioning itself ahead of one of the most critical bottlenecks in AI infrastructure - power availability. As hyperscaler demand for AI compute continues to accelerate, securing r ...

AXT is a leading supplier of advanced semiconductor substrates, supporting high-growth markets such as optical communications, 5G, and photonics. The company’s scale and proprietary manufacturing processes enable it to address demanding applications requiring high-purity materials and performance consistency. With a global customer base and diversified end markets, AXT is positioned to benefit from ongoing innovation in connectivity and sensing technologies.Serves global technology OEMs and component manufa ...

At Nvidia's (NVDA) 2026 GPU Technology Conference (GTC) in March, CEO Jensen Huang made one thing clear to the data center industry: copper is still going to matter in server racks for a while. His comment that copper remains important rattled optical component companies immediately, with Corning (GLW), Lumentum (LITE), Coherent (COHR), and Applied Optoelectronics (AAOI) all falling more than 3% on the news, while Ciena (CIEN) lost more than 1%. The move showed how much of the AI infrastructure trade had b ...

NextEra Energy (NEE) is making headlines after securing a federal deal to enhance natural-gas generation in the United States.Trading near a 52-week high of over $90 a share, NextEra’s stock was already performing well before the energy deal as investors have responded positively to the company’s strong business fundamentals, which have been spurred by rising electricity demand and a dominant position in the U.S. renewable energy market.With expectations that NextEra will benefit from large-scale infrastruc ...

International Business Machines Corporation (NYSE:IBM) ranks among the best most active stocks to buy right now. Following a discussion with Arvind Krishna, CEO of International Business Machines Corporation (NYSE:IBM), BofA Securities reiterated a Buy rating and a $340 price objective for the company’s shares on March 10. The firm invited Krishna as part of its “View from the Top” CEO call series, and BofA analyst Wamsi Mohan stated that the discussion underlined IBM’s portfolio posture for agentic AI tec ...

J P M O R G A N North America Equity Research 18 March 2026 Hardware & Networking OFC Insights: CIEN, CSCO, COHR, FN, & LITE Meeting Takeaways The second day of the Optical Fiber Communication (OFC) Conference had us attending presentations and discussion sessions with Ciena, Cisco, Coherent, Fabrinet, and Lumentum, all of which served to highlight a combination of new growth opportunities being actively pursued across the group as well as continued robust growth in existing product lines, setting the secto ...

Core Viewpoint - The YieldMax MSFT Option Income Strategy ETF (MSFO) is significantly impacted by Microsoft's stock decline, which has fallen 17% year-to-date, leading to reduced weekly distributions from a peak of $0.55 per share in May 2025 to approximately $0.05-$0.08 per share in early 2026 due to decreased market volatility [1][12]. Group 1: Microsoft Stock Performance - Microsoft's stock has dropped from a peak of approximately $552 in July 2025 to around $399, directly affecting MSFO's net asset value (NAV) [9]. - Despite strong fundamentals, including a Q2 FY2026 non-GAAP EPS of $4.14 (7.6% above consensus) and revenue growth of 17% year-over-year, the stock price has continued to decline [10]. - Investor concerns are primarily focused on whether the significant capital expenditures (CapEx) for AI infrastructure, which reached $29.9 billion in Q2 FY2026 (nearly doubling year-over-year), will be justified by Azure's revenue growth, currently at 39% but expected to slow to 37-38% [2][11]. Group 2: MSFO's Income Strategy - MSFO generates income by selling covered call options on Microsoft shares, collecting premiums that are distributed to investors [7]. - The fund captures all of Microsoft's downside while only partially benefiting from its upside, meaning that when Microsoft’s stock declines, MSFO's NAV also decreases [8]. - Weekly distributions have sharply declined due to a low-volatility environment, with the VIX dropping from a peak of 52 in early April 2025 to 13.47 by late December 2025, which has directly impacted the premiums collected by MSFO [13]. Group 3: Future Monitoring Indicators - Investors should monitor Microsoft's stock price in relation to its CapEx guidance, as any miss on the expected Azure growth could further pressure the stock and MSFO's NAV [15]. - The VIX is another critical indicator; a sustained reading below 15 suggests a low-volatility environment that would compress MSFO's premiums and distributions, while a VIX above 25 indicates higher premiums but also reflects market pressure on Microsoft [16].