Market News - Mboum.com

Mar 4, 2026, 12:03 AM EST - 7 minutes ago

Kimco Realty Corporation (KIM) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript

Mar 3, 2026, 11:56 PM EST - 14 minutes ago

Gold Volatility Surges as U.S.–Iran Tensions Shake US Dollar and Global Markets

Gold remains volatile amid U.S.–Iran tensions as dollar strength pressures prices, while geopolitical risk and strong support near $5,090 keep the broader bullish outlook intact.

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Mar 3, 2026, 11:52 PM EST - 18 minutes ago

ImmunityBio, Inc. (IBRX) Q4 2025 Earnings Call Transcript

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Mar 3, 2026, 11:52 PM EST - 18 minutes ago

ON Semiconductor Corporation (ON) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 11:42 PM EST - 28 minutes ago

Cryoport, Inc. (CYRX) Q4 2025 Earnings Call Transcript

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Mar 3, 2026, 11:32 PM EST - 38 minutes ago

Belgium's UCB in autoimmune drug deal with Antengene

Belgian drugmaker UCB has entered into an agreement to licence Antengene's experimental autoimmune disease therapy ATG-201 and associated ‌technology, paying $60 million up front and over $1.1 billio...

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Mar 3, 2026, 11:32 PM EST - 38 minutes ago

Etsy, Inc. (ETSY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 11:16 PM EST - 54 minutes ago

SNPE: ESG Screening Has Implications For Style Factor Exposures, Performance Potential, A Hold

Xtrackers S&P 500 Scored & Screened ETF is a passively managed vehicle tracking the S&P 500 Scored & Screened Index. Since its inception in 2019, SNPE has outperformed IVV, mainly owing to the indirec...

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Mar 3, 2026, 11:14 PM EST - 56 minutes ago

Arcturus Therapeutics Holdings Inc. (ARCT) Q4 2025 Earnings Call Transcript

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Mar 3, 2026, 11:12 PM EST - 58 minutes ago

Superior Group of Companies, Inc. (SGC) Q4 2025 Earnings Call Transcript

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Mar 3, 2026, 11:02 PM EST - 1 hour ago

Illumina, Inc. (ILMN) Presents at TD Cowen 46th Annual Health Care Conference Transcript

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Mar 3, 2026, 11:02 PM EST - 1 hour ago

QuickLogic Corporation (QUIK) Q4 2025 Earnings Call Transcript

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Mar 3, 2026, 11:02 PM EST - 1 hour ago

Asian Equities Fall, Oil Rises Amid Ongoing Middle East Conflict

Asian equities fell with South Korean stocks particularly hard hit as the conflict in the Middle East escalated.

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Mar 3, 2026, 10:56 PM EST - 1 hour ago

Coca-Cola Europacific Partners: Did Better Than Expected, But Valuation Got Even More Expensive

Coca-Cola Europacific Partners remains a Hold as Q4 results showed improvement, but valuation is now stretched at ~21x forward PE. Europe exited Q4 better than feared, with targeted pricing and promot...

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Mar 3, 2026, 10:43 PM EST - 1 hour ago

Tsakos Energy Navigation: Current Market Tides May Be Favorable For Tankers

Tsakos Energy Navigation Limited maintains robust fundamentals, prudent fleet management, and operational efficiency despite recent market volatility. Geopolitical tensions in the Middle East present ...

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Mar 3, 2026, 10:42 PM EST - 1 hour ago

BE Semiconductor Industries: Fundamentals Tracking In The Right Direction

BE Semiconductor Industries remains a buy as AI-driven demand and hybrid bonding commercialization accelerate revenue and order growth. Q4 revenue rose 25.4% sequentially to EUR166.4M, with orders sur...

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Mar 3, 2026, 10:42 PM EST - 1 hour ago

Sandisk Corporation (SNDK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 10:38 PM EST - 1 hour ago

CoreWeave Is Attractively Valued, But Execution Is Crucial

CoreWeave is rated a Buy, supported by robust revenue visibility, a $66b backlog, and nearly all 2026 capacity allocated under take-or-pay agreements. CRWV guides for a $17-19b exit run-rate in 2026 a...

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Mar 3, 2026, 10:32 PM EST - 1 hour ago

Propel Holdings Inc. (PRL:CA) Q4 2025 Earnings Call Transcript

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Mar 3, 2026, 10:28 PM EST - 1 hour ago

Off-Price Retailer Ross Stores Seizes Mainstream Market Share

Off-price retailer Ross Stores saw “robust” comparable store sales growth in the fourth quarter, crediting the expansion in part to its success in drawing shoppers away from mainstream retailers. The ...

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Mar 3, 2026, 10:12 PM EST - 1 hour ago

Shenandoah Telecommunications Company (SHEN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 10:10 PM EST - 2 hours ago

Wayfair: The Headwinds Persist - I Am Not A Buyer After The Q4 Results

Wayfair maintains strong revenue growth and high customer loyalty but struggles to expand its active customer base. Despite improved operating costs and liquidity ratios, W posted a net loss due to hi...

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Mar 3, 2026, 9:52 PM EST - 2 hours ago

WhiteHorse Finance: Q4 Shows Improvements But Still Not A Buy (Rating Upgrade)

WhiteHorse Finance is upgraded to hold as portfolio NAV shows modest improvement and capital allocation efficiency increases. WHF trades at a 44.79% discount to NAV, reflecting persistent investor ske...

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Mar 3, 2026, 9:52 PM EST - 2 hours ago

Ross Stores, Inc. (ROST) Q4 2026 Earnings Call Transcript

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Mar 3, 2026, 9:42 PM EST - 2 hours ago

GitLab Inc. (GTLB) Q4 2026 Earnings Call Transcript

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Mar 3, 2026, 9:42 PM EST - 2 hours ago

Cricut, Inc. (CRCT) Q4 2025 Earnings Call Transcript

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Mar 3, 2026, 9:42 PM EST - 2 hours ago

Salesforce, Inc. (CRM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 9:42 PM EST - 2 hours ago

eBay Inc. (EBAY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 9:36 PM EST - 2 hours ago

Head of Alibaba's Qwen AI division resigns

The head of Alibaba Group's Qwen artificial intelligence model division, ‌Lin Junyang, said on Wednesday that he would be stepping down from his role - a move that comes two days after the ⁠company...

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Mar 3, 2026, 9:32 PM EST - 2 hours ago

Cognizant Technology Solutions Corporation (CTSH) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 9:32 PM EST - 2 hours ago

Alexium International Group Limited (AXIIF) Discusses First Half Results, Microtek Acquisition, and Outlook for Business Recovery Prepared Remarks Transcript

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Mar 3, 2026, 9:32 PM EST - 2 hours ago

AvePoint, Inc. (AVPT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 9:27 PM EST - 2 hours ago

Oil Rises Amid Lingering Prospects of Supply Disruptions

Oil rose in early Asian trade. There's an escalation of Middle East tensions and risks of oil supply disruptions, Commerzbank Research said.

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Mar 3, 2026, 9:22 PM EST - 2 hours ago

Snowflake Inc. (SNOW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 9:12 PM EST - 2 hours ago

Coursera, Inc. (COUR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 9:08 PM EST - 3 hours ago

Tidewater: Strong Quarter, Accretive Acquisition - Buy

Leading offshore support vessel provider Tidewater reported better-than-expected fourth quarter 2025 results with strong fleet utilization and record cash generation. Two weeks ago, Tidewater announce...

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Mar 3, 2026, 9:02 PM EST - 3 hours ago

NeuroPace, Inc. (NPCE) Q4 2025 Earnings Call Transcript

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Mar 3, 2026, 8:58 PM EST - 3 hours ago

Oil rises over $1 as Iran crisis disrupts Middle East supply

Oil prices rose more than $1 on Wednesday as the U.S.-Israeli war on Iran disrupted Middle East output and halted exports from the region.

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Mar 3, 2026, 8:52 PM EST - 3 hours ago

Pegasystems Inc. (PEGA) Presents at Emerging Technology Summit Transcript

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Mar 3, 2026, 8:52 PM EST - 3 hours ago

Halozyme Therapeutics, Inc. (HALO) Presents at TD Cowen 46th Annual Health Care Conference Transcript

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Mar 3, 2026, 8:42 PM EST - 3 hours ago

Semtech Corporation (SMTC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 8:39 PM EST - 3 hours ago

DraftKings Is Using Its Sports-Betting Playbook to Win Prediction Markets Race

As federal policymakers grapple with how to regulate predictions markets, DraftKings is going all-in on its predictions product and aims to overtake industry leader Kalshi.

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Mar 3, 2026, 8:32 PM EST - 3 hours ago

Cinemark Holdings, Inc. (CNK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 8:32 PM EST - 3 hours ago

Rigel Pharmaceuticals, Inc. (RIGL) Q4 2025 Earnings Call Transcript

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Mar 3, 2026, 8:30 PM EST - 3 hours ago

Meta Creates New AI Unit to Accelerate Model Development

Meta is building a new applied artificial intelligence engineering organization that will partner with the company's Superintelligence Lab to make AI models faster, The Wall Street Journal reported Tu...

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Mar 3, 2026, 8:23 PM EST - 3 hours ago

Australia's Growth Accelerates, Bolstering Case for RBA to Raise Rates

The growth data follows a monthly inflation report that showed price pressures continued to build in the Australian economy.

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Mar 3, 2026, 8:12 PM EST - 3 hours ago

B&G Foods, Inc. (BGS) Q4 2025 Earnings Call Transcript

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Mar 3, 2026, 8:04 PM EST - 4 hours ago

Exclusive: Defense executives plan to meet at White House as strikes on Iran diminish stockpiles

The Trump administration plans to meet with executives from the biggest U.S. defense contractors at the White House on Friday to discuss ‌accelerating weapons production, as the Pentagon works to rep...

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Mar 3, 2026, 8:01 PM EST - 4 hours ago

Singapore bank DBS secures China bond underwriting licence

DBS Group , Singapore's biggest bank by assets, said on Wednesday its China unit has been granted a principal underwriting licence for ‌non-financial corporate bonds in China's interbank bond market.

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Mar 3, 2026, 8:01 PM EST - 4 hours ago

Ghabour: Small Caps, Housing & EEM Opportunities, AI Stocks Will Struggle

"When we look back at this two or three weeks today, we'll see it as an amazing buy opportunity," says Eddie Ghabour in referencing Tuesday's market-wide sell-off. Corners of the market he sees as buy...

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Mar 3, 2026, 7:52 PM EST - 4 hours ago

SoundThinking, Inc. (SSTI) Q4 2025 Earnings Call Transcript

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Mar 3, 2026, 7:45 PM EST - 4 hours ago

Trump administration debates whether to let Tencent keep its gaming stakes, FT reports

The White House is debating whether ‌to allow Tencent to keep its stakes in major ⁠video game groups as U.S. President Donald Trump prepares to meet Chinese President Xi ‌Jinping ⁠in China in A...

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Mar 3, 2026, 7:42 PM EST - 4 hours ago

Navitas Semiconductor Corporation (NVTS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 7:42 PM EST - 4 hours ago

Coinbase Global, Inc. (COIN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 7:32 PM EST - 4 hours ago

Cumberland Pharmaceuticals Inc. (CPIX) Q4 2025 Earnings Call Prepared Remarks Transcript

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Mar 3, 2026, 7:32 PM EST - 4 hours ago

PAR Technology Corporation (PAR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 7:31 PM EST - 4 hours ago

CrowdStrike gives upbeat earnings outlook as AI raises the stakes around cyberthreats

CrowdStrike's CEO cited ‘elevated demand' for the company's Falcon cybersecurity platform in the AI era.

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Mar 3, 2026, 7:22 PM EST - 4 hours ago

Ambarella, Inc. (AMBA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 7:22 PM EST - 4 hours ago

Upstart Holdings, Inc. (UPST) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 7:13 PM EST - 4 hours ago

Selling in the hottest semiconductor stocks was brutal, says Jim Cramer

'Mad Money' host Jim Cramer breaks down Tuesday's market action.

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Mar 3, 2026, 7:12 PM EST - 4 hours ago

Nvidia Expands Telecom Push With AI-Native 6G Initiative

Nvidia and a coalition of global telecom operators and infrastructure vendors announced a strategic commitment at the Mobile World Congress to build the next generation of wireless networks, 6G, on pl...

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Mar 3, 2026, 7:11 PM EST - 4 hours ago

Defense contractors, like Lockheed, seen removing Anthropic's AI after Trump ban

U.S. defense contractors, like Lockheed Martin , are expected to follow the Pentagon's order to purge Anthropic's prized AI tools from their supply chains, government contracting and technology attorn...

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Mar 3, 2026, 7:07 PM EST - 5 hours ago

China is set to kick off its big policy meeting. What will be the key announcements?

Beijing is expected to set GDP growth target at around 4.5% to 5% this year, inflation target unchanged at 2%, budget deficit of 4%. The world's second-largest economy faces persistent challenges at h...

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Mar 3, 2026, 7:02 PM EST - 5 hours ago

Crexendo, Inc. (CXDO) Q4 2025 Earnings Call Transcript

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Mar 3, 2026, 7:02 PM EST - 5 hours ago

Ascent Industries Co. (ACNT) Q4 2025 Earnings Call Transcript

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Mar 3, 2026, 6:54 PM EST - 5 hours ago

Goldman Sachs lawyer Kathy Ruemmler set to face Congress over Jeffrey Epstein ties

House Oversight Committee Chairman James Comer (R-KY.) wrote in a letter, reviewed by The Post, that the panel believes Ruemmler holds key insights for its wide-ranging Epstein investigation.

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Mar 3, 2026, 6:52 PM EST - 5 hours ago

L.B. Foster Company Remains Compelling Even In Light Of A Disappointing Day

L.B. Foster Company remains a "Buy" as shares are still attractively valued despite recent appreciation and a minor Q4 earnings miss. 2025 revenue grew 25.1% YoY to $160.4 million, with EBITDA rising ...

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Mar 3, 2026, 6:51 PM EST - 5 hours ago

Investors, US crude producers scramble to lock in oil price spike

Investors rushed to lock in a spike in oil prices this week, resulting in a record volume of energy futures and options contracts changing hands on Monday, the first trading day after Israel and ‌the...

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Mar 3, 2026, 6:49 PM EST - 5 hours ago

Gold Rises on Possible Dip-Buying Amid Ongoing Middle East Conflict

Gold rose on possible dip-buying, after front-month futures fell overnight as the dollar strengthened and worries over inflation emerged.

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Mar 3, 2026, 6:48 PM EST - 5 hours ago

Papa John's closing hundreds of restaurants in major shake up

Pizza chain Papa John's said it plans to close hundreds of underperforming restaurants in North America by the end of next year.

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Mar 3, 2026, 6:44 PM EST - 5 hours ago

BAE Systems: Dangerous Valuation In 2026E, Despite Geopolitical Implications

BAE Systems remains fundamentally strong, but current valuations above 20x P/E are unjustifiable for long-term investors. Recent geopolitical events have driven short-term upside, yet I see profit-tak...

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Mar 3, 2026, 6:42 PM EST - 5 hours ago

Formula One Group (FWONK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 6:42 PM EST - 5 hours ago

AptarGroup, Inc. (ATR) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript

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Mar 3, 2026, 6:37 PM EST - 5 hours ago

AI Panic Has Crushed Accenture - And Created An Opportunity

Accenture trades at a steep discount, with shares over 35% below intrinsic value based on conservative free cash flow growth assumptions. Despite GenAI risks, ACN's wide economic moat, brand strength,...

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Mar 3, 2026, 6:35 PM EST - 5 hours ago

Software stocks just quietly trounced chip stocks to a historic extent — but don't get too excited

Software stocks have been crushing chip stocks to a never-before-seen degree — at least if you adopt a very short time horizon.

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Mar 3, 2026, 6:32 PM EST - 5 hours ago

Welltower Inc. (WELL) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript

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Mar 3, 2026, 6:32 PM EST - 5 hours ago

Astera Labs, Inc. (ALAB) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 6:32 PM EST - 5 hours ago

Ziff Davis, Inc. (ZD) Discusses Sale of Connectivity Business to Accenture and Strategic Implications Transcript

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Mar 3, 2026, 6:25 PM EST - 5 hours ago

Post Holdings: Valuation Disconnect With Double-Digit Buybacks Accelerating (Rating Upgrade)

Post Holdings is upgraded to Strong Buy as it outperforms expectations with robust free cash flow and aggressive buybacks. POST raised FY26 Adjusted EBITDA guidance to $1.55–$1.58 billion and expects ...

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Mar 3, 2026, 6:22 PM EST - 5 hours ago

If IBM Can Drop 13% In A Day, What Does This Say About These Market Conditions?

If IBM can drop 13% in a day

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Mar 3, 2026, 6:22 PM EST - 5 hours ago

Fortinet, Inc. (FTNT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 6:22 PM EST - 5 hours ago

Sonos, Inc. (SONO) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 6:22 PM EST - 5 hours ago

Five9, Inc. (FIVN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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Mar 3, 2026, 6:20 PM EST - 5 hours ago

Nvidia, Amazon temporarily close Dubai offices, Google employees stranded amid U.S.-Iran war

Tech companies with Middle East operations have scrambled to respond as fighting rippled across the region following the U.S.-Israeli military campaign against Iran. Nvidia temporarily closed its Duba...

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Mar 3, 2026, 6:17 PM EST - 5 hours ago

Here are the U.S. airlines most vulnerable to rising fuel prices

Citi draws out a surprisingly eclectic list of U.S. airlines more at risk from dramatic jet-fuel increases

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Mar 3, 2026, 6:16 PM EST - 5 hours ago

ACI Worldwide: The Quiet Catalyst Behind The Money Movement Revolution

Inevitability (knowing a company will remain important 10 or 20 years hence) is attractive to Warren Buffett. It can be hard to find in tech, where change is constant. But ACI Worldwide (ACIW), a behi...

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Mar 3, 2026, 6:16 PM EST - 5 hours ago

Alibaba's Qwen tech lead steps down after major AI push

Alibaba's Qwen AI project has lost one of its most visible technical leaders just a day after the Chinese tech giant unveiled its new Qwen 3.5 open-weight small models.

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Mar 3, 2026, 6:15 PM EST - 5 hours ago

IVOO: Multiplier Effects Gone In The AI-Age, Avoiding Cyclicals And Discretionary

The Vanguard S&P Mid-Cap 400 Index Fund ETF (IVOO) has high cyclical exposure, with almost 65% in discretionary, financials, industrials, materials, and real estate. I remain cautious on IVOO due to u...

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Mar 3, 2026, 6:15 PM EST - 5 hours ago

Facebook Outage Reports Surge As Website Experiences Issues

Facebook appeared to run into issues Tuesday afternoon, according to Meta and over 11,000 user problem reports made on Downdetector.com, which logged a majority of users having issues with the platfor...

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Mar 3, 2026, 6:15 PM EST - 5 hours ago

Sea Limited: Buy The Dip, Shopee Competition Narrative Is Overblown

Sea Limited shares plunged ~15% post-earnings now trading ~50% below September highs, despite robust 38% y/y revenue growth and strong GMV expansion. I maintain a "Buy" rating on SE, viewing the sello...

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Mar 3, 2026, 6:13 PM EST - 5 hours ago

Sino Biopharm unit licenses blood cancer drug to Sanofi for up to $1.53 bln

Hong Kong-listed Sino Biopharmaceutical said on Wednesday its unit has signed an exclusive global licensing deal ‌with French drugmaker Sanofi worth up to $1.53 billion, giving the European pharma gi...

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Quanta Services, Inc. (PWR) Presents at Jefferies Power, Utilities, & Clean Energy Conference 2026 Transcript

Mar 3, 2026, 6:12 PM EST - 5 hours ago

Mar 3, 2026, 6:07 PM EST - 6 hours ago

How Nvidia turned a steal of a deal into its secret weapon

Nvidia has an underappreciated advantage as it looks to fend off rivals in the increasingly competitive chip market.

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Grupo Supervielle S.A. (SUPV) Q4 2025 Earnings Call Transcript

Mar 3, 2026, 6:02 PM EST - 6 hours ago

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