
Federal Reserve Governor Stephen Miran said the February jobs report, which showed a loss of 92,000 non‑farm payrolls, strengthens the case for additional rate cuts. He argued that inflation is not a pressing problem and that monetary policy is currently too restrictive for the labor market. Miran favors a neutral policy rate about one percentage point lower than the current 3.5‑3.75% range, implying two more cuts. He also downplayed recent oil‑price spikes, calling them a one‑off shock to headline inflation.
U.S. non‑farm payrolls unexpectedly dropped 92,000 in February, pushing the unemployment rate up to 4.4% and prompting analysts to anticipate further Federal Reserve rate cuts. The dollar index (DXY) slipped to 99.063 from 99.308 as markets digested the weaker labor...
Elastic N.V. (ESTC) posted $1.48 billion revenue in FY25, up 17% year‑over‑year, with cloud sales climbing 26% and subscriptions comprising roughly 94% of the mix. The company’s Elastic Stack, an open‑source platform with over 5.5 billion downloads, is now positioned as core...
Brilliant Earth reported record Q4 net sales, propelled by a 34% year‑over‑year jump in fine‑jewelry bookings that now represent 23% of its mix. The company’s premium brand and data‑driven pricing engine helped preserve mid‑50s% gross margins despite gold up 67%...
Ciena (CIEN) posted a better‑than‑expected earnings report and lifted its fiscal‑year guidance, yet the stock slipped 1.7% on the day. The company cited strong demand for cabling and networking gear in AI‑driven data centers, with revenue climbing roughly 12% year‑over‑year....
Broadcom delivered a strong first‑quarter beat, posting $19.31 billion revenue and $2.05 earnings per share, while AI‑related sales surged 106% year‑over‑year and the company projected $22 billion revenue for the second quarter along with a $10 billion share‑buyback. In contrast, China’s JD.com fell...

Rothschild & Co Redburn downgraded American Airlines to neutral and cut its price target to $12.5 from $17, citing heightened exposure to jet‑fuel price spikes amid the ongoing U.S.–Iran conflict. The analyst highlighted that a 10‑cent per‑gallon increase in fuel...
U.S. equity futures opened mixed on Thursday, with Dow futures slipping 0.2% while S&P 500 and Nasdaq contracts hovered near flat after a prior session that snapped a three‑day losing streak. Market sentiment remains tethered to the escalating Middle East conflict,...

CNBC host Jim Cramer told investors not to panic amid the ongoing U.S.–Iran conflict, emphasizing that staying invested is more effective than trying to time the market. After an opening slump that saw the Dow down over 1,200 points and...
The Dow Jones Industrial Average remains a 30‑stock, price‑weighted index that dates back to its 1896 origins and now spans eight major U.S. sectors. Its narrow composition makes it simple to track, but the price‑weighting gives disproportionate influence to high‑priced...
Markets entered March after a volatile week marked by a hot inflation surprise and heightened U.S.–Israel‑Iran tensions that rattled airline stocks and lifted oil prices. The week’s focal point is Friday’s February jobs report, released alongside January retail‑sales data, forcing...
Marriott International (MAR) posted a market cap of $90.6 billion and trades 7.6% below its 52‑week high. Over the past three months the stock rose 12.2%, far outpacing the S&P 500’s roughly 1% gain, and it’s up 10.2% year‑to‑date. The company delivered...
East West Bancorp (EWBC) disclosed notable insider sales in early February 2026, with CEO Ng Dominic offloading 50,000 shares worth about $5.9 million and Director Molly Campbell selling 1,800 shares valued at $221,000. The transactions reduced their ownership stakes by 6 percent...
Wells Fargo analyst Elyse Greenspan raised Globe Life's price target to $171, keeping an Overweight rating. The adjustment follows the firm's latest fourth‑quarter guidance, which aligned with consensus but prompted a broader reduction in earnings estimates for peers. Insider activity...
Bank of America downgraded Fox Corporation (NASDAQ:FOX) from Buy to Underperform on February 25, 2026, slashing its price target from $80 to $45. The downgrade centers on uncertainty surrounding upcoming NFL contract renewals and a projected 22% downside to fiscal‑2027...
KeyBanc raised Zoom’s price target to $74 from $69 on February 26, 2026, while keeping an Underweight rating, citing a likely pause in margin expansion as the company ramps up product development and sales spend. Despite enterprise and online growth...
On February 26, 2026, Travelers executives Maria Olivo and David Rowland sold 10,400 and 4,731 shares respectively, generating roughly $3.19 million and $1.46 million in proceeds and trimming their ownership stakes by 8% and 11%. The same day, Morgan Stanley lifted its...

Top Wall Street analysts highlighted three dividend‑paying energy stocks—Williams Cos., MPLX and Energy Transfer—each offering attractive yields and growth catalysts. Williams raised its quarterly dividend 5% to 52.5 cents, delivering a 2.84% yield, while analysts see 12‑13% EBITDA CAGR through...
LSI Industries announced a definitive agreement to acquire Royston Group for $325 million in cash and stock, a deal it describes as transformational for its retail‑solutions platform. The acquisition adds five U.S. manufacturing sites, boosting capacity by roughly 40 % and expanding...
Lionsgate (LION) jumped 9.09% to $9, extending a five‑day winning streak as investors positioned ahead of a scheduled business update. CFO Jimmy Barge will speak at Morgan Stanley’s Technology, Media and Telecom Conference on March 4, where market participants expect guidance...
Crescent Energy (CRGY) surged 7.76% to $11.66 after reporting a full‑year swing to profitability, posting $132.9 million net income versus a $114.6 million loss a year earlier. Revenue rose 22% to $3.58 billion, while production averaged 260 MBoe/d, beating guidance. The fourth‑quarter loss narrowed...
SM Energy’s shares jumped 9.5% after the company announced a 10% increase in its quarterly dividend to $0.22 per share, following a $950 million asset sale and a 14% reduction in capital spending. The firm also launched a $500 million share‑buyback program,...
National Storage Affiliates Trust reported a Q4 core FFO of $0.57 per share, hitting the high end of its guidance, while same‑store revenue decline narrowed to 0.7% from a 2.6% drop in Q3. Occupancy showed year‑over‑year improvement in January, indicating...
Procore Technologies (PCOR) is trading around $48.86 with a forward P/E of 42.7, while its EV/Sales multiple has compressed from roughly 20× to about 5×. The company is pivoting to an AI‑powered platform called Procore Helix, which aims to turn...

Morgan Stanley’s equity research team highlighted a shortlist of overweight stocks it believes have significant upside heading into March, including AI leader Nvidia, power‑equipment maker Cummins, Singapore‑based Grab Holdings, Nasdaq, and Citigroup. The bank cited strong earnings momentum, rising AI...

The Dow Jones Industrial Average slid 521.28 points, or 1.05%, to finish at 48,977.92 after a hotter‑than‑expected producer price index showed 0.5% inflation in January. The broader market fell, with the S&P 500 down 0.43% and the Nasdaq off 0.92%, as...
Tesla has sued the California Department of Motor Vehicles after the agency labeled the automaker a false advertiser for its Autopilot and Full‑Self Driving branding. Tesla argues the DMV offered no consumer‑witness evidence and relied on a single academic testimony,...

Nvidia reported a 73% jump in fiscal Q4 revenue to $68.13 billion and projected FY Q1 revenue of $78 billion, comfortably beating analyst estimates. CEO Jensen Huang told CNBC that market fears of AI agents cannibalizing enterprise software are misplaced, arguing that...

Home Depot reported a 13% drop in Q4 net earnings to $2.6 billion as a stalled housing market curtails home‑improvement spending. CEO Ted Decker said consumers lack confidence, delaying large projects despite low mortgage rates and ongoing price cuts in new...
The Nasdaq‑100 is showing a repeat of a historic pattern where the index climbs while fewer components stay above their 200‑day moving average, a signal that preceded >20% corrections in 2021 and 2024. The metric has again slipped, and the...

Spotify’s share price has slipped roughly 33% over the past six months, hovering around $465. Despite the decline, Morgan Stanley and Guggenheim have retained buy ratings, adjusting their price targets to $650 and $600 respectively, which still suggest 30‑35% upside....

After‑hours trading on Tuesday saw mixed reactions across sectors as Workday’s Q1 subscription outlook missed forecasts, dragging its stock down nearly 10%, while Lucid Group’s wider‑than‑expected loss and a 12% U.S. workforce cut pushed its shares lower than 4%. Conversely,...
Payments platform Stripe is reportedly exploring a purchase of PayPal or selected assets, according to Bloomberg. PayPal, valued at over $40 billion, saw its shares jump nearly 7% on the news, while Stripe itself carries a $159 billion valuation. The move comes...
Snowflake (SNOW) shares are clawing back losses ahead of its Feb. 25 earnings, where analysts expect a 27% year‑over‑year revenue jump to $1.25 billion and a narrower loss of $0.65 per share. The stock remains more than 30% below its year‑to‑date high,...
The dollar index rose modestly as a two‑week low yen boosted USD/JPY and stronger US consumer confidence lifted the greenback. Dec S&P composite‑20 home‑price data also outperformed expectations, while a rally in the yuan limited gains. The euro slipped on...
Archer Aviation’s shares swung from a near‑$9 rally in January to about $6.93 by late February, a 20% drop driven by short‑seller allegations of certification delays. The decline was cushioned by BlackRock’s increased passive stake to 8.1% and a strategic...
Stanley Druckenmiller’s Duquesne Family Office disclosed a 13F filing that shows it exited Sandisk (SNDK) just before the memory‑chip maker posted a blockbuster earnings beat. Sandisk’s fiscal Q2 2026 revenue jumped 61% YoY to $3.03 billion, while GAAP EPS surged 615%...

On Feb 23, 2026, Gilead Sciences announced a cash deal to acquire biotech Arcellx for up to $7.8 billion, aiming to broaden its oncology portfolio. Merck & Co. is reportedly preparing to split its pharmaceutical division into separate cancer and non‑cancer units ahead...

Domino’s reported a stronger‑than‑expected 2025, with U.S. same‑store sales climbing 3.7% and a one‑point gain in market share that lifted its pizza‑category share to 30%. The earnings beat sent the stock up about 5% in pre‑market trading. The company added...
Array Digital Infrastructure (NYSE: AD) saw its shares fall 25% over the past year, yet the company reported a 58% jump in full‑year revenue to $163 million and a net income swing to $172 million. Institutional investor Newtyn Management bought 350,000 shares...
Newtyn Management disclosed a $43.31 million purchase of 2,906,420 Enviri Corporation shares, lifting the stake to 8.8% of its reportable assets. Enviri’s stock has surged 120% over the past year, far outpacing the S&P 500’s 13% gain. The company recently announced a...
TD Cowen raised its price target for PepsiCo (PEP) to $165 from $162 while keeping a Hold rating, citing the company’s clarified turnaround plan and reaffirmed 2026 guidance. Management expects sales growth of 4‑6% by the second half of 2026,...
Barclays and Stifel both trimmed their price targets for Amdocs Limited following the company’s Q1 earnings, with targets now at $92 and $88 respectively, though both maintain positive ratings. The earnings were described as resilient, buoyed by a newly announced...
BWX Technologies reported steady progress on the Trump‑era executive orders aimed at revitalizing the U.S. nuclear energy sector. The company has begun fabricating TRISO nuclear fuel compacts for Antares Nuclear and remains on track for on‑time delivery to Idaho National...
General Dynamics executive vice president Mark Rayha sold over $1.5 million of GD common stock, prompting investor interest. Despite the insider sell, the shares rose about 3% during the week and retained a moderate‑buy rating with an average upside of roughly...
L3Harris Technologies secured a roughly $400 million contract to supply solid‑rocket boost motors and Liquid Divert and Attitude Control Systems for THAAD interceptors, marking its 1,000th delivery to the Missile Defense Agency in 2024. The work will be produced at facilities...
Citigroup analyst John Godyn reaffirmed a Buy rating on Northrop Grumman, setting a price target of $781 after the company’s strong fourth‑quarter earnings. The defense contractor posted $11.71 billion in revenue, a 10% year‑over‑year rise, and adjusted earnings of $7.23 per...
Nvidia’s earnings dominate this week’s market focus as AI‑chip demand remains a key driver. Home Depot and Lowe’s will report amid a housing‑market slowdown, while Berkshire Hathaway files its first post‑Buffett report under Greg Abel. Media firms Paramount Skydance and Warner Bros. Discovery revive...
Analysts project roughly a 20% upside for TransDigm Group (TDG) even after recent price‑target reductions. The aerospace parts maker posted Q1 2026 sales of $2.29 billion, up 14% year‑over‑year, and adjusted EPS of $8.23, beating estimates. Net income slipped 9.7% to...
Medtronic, one of the world’s largest medical‑device makers, is refocusing on its highest‑margin, fastest‑growing businesses by spinning off its diabetes unit. The company continues to innovate, highlighted by the Hugo surgical robot, and has delivered 48 straight annual dividend increases,...