Initiates fiscal 2026 guidance reflecting meaningfully improved profitability on modest sales growth driven by improvement at Tommy Bahama.Fiscal 2026 guidance includes revenues of $1.475 billion to $1.530 billion, GAAP EPS of $1.83 to $2.43 and adjusted EPS of $2.10 to $2.70; EPS expectations assume IEEPA tariff rates continued for balance of year.Increases quarterly dividend to $0.70 per share. ATLANTA, March 26, 2026 (GLOBE NEWSWIRE) -- Oxford Industries, Inc. (NYSE:OXM) today announced financial results ...

Instead of chasing momentum, the company is locking in supply. • SanDisk stock is showing notable weakness. What’s weighing on SNDK shares?And notably, it's doing that with Taiwan-based Nanya Technology — not Micron Technology, Inc. (NASDAQ:MU) , the only major American DRAM player.The Real Bottleneck Isn't ChipsThe AI boom has already made one thing clear: compute is scarce.But the next constraint is emerging fast — memory.The exploding demand for AI infrastructure is consuming massive amounts of DRAM and ...

MKS Inc. ( MKSI ) shares have pulled back 7% since their highs in February on the back of the recent correction stemming from the US-Iran War. I think that this creates an attractive BUY opportunity toOperating from the manufacturing heart of Asia, The Straits Strategist aims to provide a distinct, on the ground perspective on the hardware and technology sectors. Particularly, The Straits Strategist aims to provide coverage over companies in the semiconductor and technology supply chain, which can range acr ...

Aeva Technologies, Inc. ( AEVA ) is a LiDAR startup company that was founded by several ex-Apple engineers. In contrast to other LiDAR suppliers that provide standard 3D Time of Flight LiDARs, Aeva provides a Frequency Modulated Continuous Wave (FMCW) 4D LiDAR solution, whichOperating from the manufacturing heart of Asia, The Straits Strategist aims to provide a distinct, on the ground perspective on the hardware and technology sectors. Particularly, The Straits Strategist aims to provide coverage over comp ...

Group 1 - The Iran war has caused significant disruptions in global supply chains, affecting various industries [1] - The introduction of ICE (Immigration and Customs Enforcement) at airports by Trump may impact travel and logistics sectors [1] - Musk's unveiling of the Terafab AI chips project indicates a push towards advanced technology in the semiconductor industry [1]

Last week, President Trump postponed a summit with his Chinese counterpart on account of the war with Iran. When Trump and Xiinping do meet, here's an agenda item bound to figure prominently. Rare Earth elements.Right now, China holds a near monopoly over these strategic metals that are key components in so much that makes the modern world go. Smartphones, robotics, EVs, also fighter jets, drones, and radar technology. That is, China controls materials essential to America's ability to wage war.Tonight, the ...

RT Gaurab Chakrabarti (@Gaurab)The US has a tungsten shortage. China produces over 80% of the world's tungsten. The US produces zero. Our last mine closed in 2015. Beijing added tungsten to its export control list in February 2025 and as a result, exports fell over 40%. Prices surged 557% in thirteen months. Tungsten goes into armor-piercing rounds, jet engine superalloys, and drill bits. With 19.25 g/cm³ and the highest melting point of any metal, nothing fully substitutes. The first Western alternative mi ...

Max Medroso’s nightmare started last summer when his natural skin-care business was waiting for a big shipment ordered for Amazon’s Prime Day. At first, he thought, “Shipments get delayed one week, two weeks all the time.”This time was different. His $4 million shipment never arrived.Read more: 🔗 https://t.co/39PcmOtt3N ...

China and Russia are delaying fertilizer shipments to Nigeria as the Iran war shakes up the global supply chain for the crucial crop nutrients https://t.co/BhiCFOok6r ...

Shares of Micron. Well, I got to tell you, they've been on fire at more than 320% from a year ago. Stocks pulling back minor today despite results that handily beat Wall Street estimates.And the pullback should not be a determinant of your thinking about the situation. That's why I'm so glad to have Sanjreoce. He's Micron CE CEO first on CBC.Sanjay, thank you for being such a good teacher. Congratulations because you basically taught us that we are so far so early because of what's going on with the Gentics ...