Market News - Mboum.com

Mar 5, 2026, 12:42 AM EST - 4 minutes ago

Telix Pharmaceuticals Limited (TLX) Discusses Physician Perspectives on Innovations in PSMA PET CT Imaging for Prostate Cancer Transcript

Mar 5, 2026, 12:29 AM EST - 17 minutes ago

Cushman & Wakefield: Focus On The Fundamentals, And Not AI Narrative Noise

Cushman & Wakefield remains a Buy as underlying real estate demand recovers and AI/data center tailwinds support growth. Q4 2025 saw double-digit capital markets growth, record leasing results, and br...

CWK

Mar 5, 2026, 12:22 AM EST - 24 minutes ago

Extreme Networks, Inc. (EXTR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

EXTR

Mar 5, 2026, 12:12 AM EST - 34 minutes ago

Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports

Nvidia has stopped production of chips intended for the ‌Chinese market, betting that regulatory barriers in the U.S. and China will continue ⁠to limit sales to the world's second-largest economy...

NVDA TSM

Mar 5, 2026, 12:03 AM EST - 43 minutes ago

MicroVision, Inc. (MVIS) Q4 2025 Earnings Call Transcript

MVIS TSM

Mar 5, 2026, 12:03 AM EST - 43 minutes ago

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

PEGA TSM

Mar 4, 2026, 11:58 PM EST - 48 minutes ago

Telecommunication 2026 Dividend Roundup: I Prefer Comcast Over Verizon

Comcast Corporation is upgraded to Buy, outperforming Verizon on valuation, balance sheet strength, and forward growth prospects. CMCSA's PEGY ratio of 0.72x is about 20% lower than VZ's 0.90x, signal...

CMCSA VZ

Mar 4, 2026, 11:55 PM EST - 51 minutes ago

International Consolidated Airlines: Still Attractive

International Consolidated Airlines Group has delivered outsized returns since 2024, outperforming the S&P 500 by nearly 4x. ICAGY's balance sheet has notably improved, with debt down to 33% of assets...

CMCSA VZ

Mar 4, 2026, 11:40 PM EST - 1 hour ago

AutoZone: Winter Weather Takes Results Out Of Zone

Auto-parts retailer AutoZone reported its fiscal Q2, and the results came in mixed. While profitability came in ahead of expectations, the topline was weighed down by a stronger-than-usual winter seas...

AZO VZ

Mar 4, 2026, 11:32 PM EST - 1 hour ago

Stevanato Group S.p.A. (STVN) Q4 2025 Earnings Call Transcript

STVN VZ

Mar 4, 2026, 11:29 PM EST - 1 hour ago

Baytex Energy: New CEO And Net Cash Position Promise A Very Different Company

Baytex Energy transitions to a net cash position of C$800 million after selling Eagle Ford assets and repaying nearly all debt. Chad Lundberg will succeed Eric Gregor as CEO. BTE's 2024 budget maintai...

BTE VZ

Mar 4, 2026, 11:28 PM EST - 1 hour ago

Leidos Holdings: A Long-Term Bet On The Growing Defense And Security Ecosystem

Leidos (LDOS) gets its prior hold rating upgraded to a buy this time. Key strengths are recent business acquisitions, contract wins, impressive margins in its peer group, and a diverse solutions portf...

LDOS VZ

Mar 4, 2026, 11:08 PM EST - 1 hour ago

Walmart: Navigating A Bumpy Tariff Environment

Walmart is a leading omnichannel retailer focused on integrating eCommerce and physical stores. The company's Everyday Low Prices strategy underpins customer trust and broad merchandise assortment. Ta...

WMT VZ

Mar 4, 2026, 11:02 PM EST - 1 hour ago

T-Mobile US, Inc. (TMUS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

TMUS VZ

Mar 4, 2026, 11:02 PM EST - 1 hour ago

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

IONQ VZ

Mar 4, 2026, 11:02 PM EST - 1 hour ago

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

TEAM VZ

Mar 4, 2026, 11:01 PM EST - 1 hour ago

FDA official says UniQure fell short on Huntington's trial, defends new study request

UniQure's , trial design for its gene therapy for Huntington's disease did not offer sufficient proof that the drug slowed disease progression, a top U.S. Food and Drug Administration official said o...

QURE VZ

Mar 4, 2026, 10:52 PM EST - 1 hour ago

Cogent Communications Holdings, Inc. (CCOI) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

CCOI VZ

Mar 4, 2026, 10:33 PM EST - 2 hours ago

Alibaba CEO confirms departure of Qwen AI division head

Alibaba CEO Eddie ‌Wu confirmed on Thursday the departure of ⁠artificial intelligence division Qwen's head, and vowed in a staff ‌letter ⁠to channel more resources to the ⁠company's AI devel...

BABA VZ

Mar 4, 2026, 10:32 PM EST - 2 hours ago

C.H. Robinson Worldwide, Inc. (CHRW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

CHRW VZ

Mar 4, 2026, 10:32 PM EST - 2 hours ago

Broadcom Inc. (AVGO) Q1 2026 Earnings Call Transcript

AVGO VZ

Mar 4, 2026, 10:30 PM EST - 2 hours ago

Gulfport Energy: Projected To Generate Over $500 Million In 2026 Free Cash Flow

Gulfport Energy is projected to generate $510 million in 2026 free cash flow at current strip. It expects to hold total production flat year-over-year, while delivering modest liquids production growt...

GPOR VZ

Mar 4, 2026, 10:27 PM EST - 2 hours ago

Equinor: Trading The Iran War Effect Should Not Distract From The Positive Fundamentals

Equinor (EQNR) is arguably one of the best-positioned companies to take advantage of the effects of the Iran war on global energy markets. Europe's natural gas prices are skyrocketing on Qatar's halt ...

EQNR VZ

Mar 4, 2026, 10:22 PM EST - 2 hours ago

Veeva Systems Inc. (VEEV) Q4 2026 Earnings Call Transcript

VEEV VZ

Mar 4, 2026, 10:20 PM EST - 2 hours ago

Superior Group Of Companies Remains Deeply Undervalued

Superior Group of Companies (SGC) remains a ‘buy' as shares are attractively priced and management forecasts continued growth for 2026. SGC's Q4 2025 revenue and EPS beat expectations, with margin imp...

SGC VZ

Mar 4, 2026, 10:02 PM EST - 2 hours ago

Okta, Inc. (OKTA) Q4 2026 Earnings Call Transcript

OKTA VZ

Mar 4, 2026, 10:02 PM EST - 2 hours ago

Life360, Inc. (LIF) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

LIF VZ

Mar 4, 2026, 9:58 PM EST - 2 hours ago

Crude Oil Surges on Middle East War Risk as Supply Disruptions Point to $100 Target

Crude oil prices rose as escalating U.S.–Israel strikes on Iran and the closure of the Strait of Hormuz increased supply risks, pushing Brent oil above $83 and Brent oil above $75 while technical sign...

BNO DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 9:52 PM EST - 2 hours ago

Flutter Entertainment plc (PDYPY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

FLUT DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 9:52 PM EST - 2 hours ago

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

WMT DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 9:43 PM EST - 3 hours ago

TSLY: Tesla's Uncertainty Is Fueling This Income Machine

YieldMax TSLA Option Income Strategy ETF maintains a Buy rating, outperforming TSLA by 7% since September amid a slow drawdown environment. TSLY's aggressive, fully covered call structure capitalizes ...

TSLA DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 9:32 PM EST - 3 hours ago

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

ROKU DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 9:22 PM EST - 3 hours ago

TriplePoint Venture Growth BDC Corp. (TPVG) Q4 2025 Earnings Call Transcript

TPVG DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 9:22 PM EST - 3 hours ago

Magnachip Semiconductor Corporation (MX) Q4 2025 Earnings Call Transcript

MX DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 9:22 PM EST - 3 hours ago

Vinci Compass Investments Ltd. (VINP) Q4 2025 Earnings Call Transcript

VINP DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 9:22 PM EST - 3 hours ago

Tyler Technologies, Inc. (TYL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

TYL DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 9:12 PM EST - 3 hours ago

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

DV DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 9:02 PM EST - 3 hours ago

Symrise AG (SYIEY) Q4 2025 Earnings Call Transcript

DV DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:53 PM EST - 3 hours ago

Oil prices rise as Iran conflict widens

Oil prices rose on Thursday amid growing concern over the prolonged closure of the Strait of Hormuz, as the U.S.-Iran war chokes off vital Middle East oil and gas flows while production facilities li...

BNO DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:52 PM EST - 3 hours ago

Kits Eyecare Ltd. (KITS:CA) Q4 2025 Earnings Call Transcript

BNO DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:47 PM EST - 3 hours ago

China to reportedly boost defense spending by 7%, slowest pace since 2021

China reportedly plans to raise defense spending by 7% this year, the slowest increase since 2021. China kicks off an 8-day parliamentary meeting Thursday.

CAAS DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:45 PM EST - 4 hours ago

Broadcom CEO Hock Tan sees AI chip revenue 'significantly' above $100 billion next year

Following Broadcom's earnings report, CEO Hock Tan told analysts that his company's AI chip revenue will be well above $100 billion next year. The company has been one of the big winners of the artifi...

AVGO DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:32 PM EST - 4 hours ago

Evertz Technologies Limited (ET:CA) Q3 2026 Earnings Call Transcript

ET DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:32 PM EST - 4 hours ago

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

CRCT DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:32 PM EST - 4 hours ago

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

BOX DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:22 PM EST - 4 hours ago

Lamar Advertising Company (LAMR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

LAMR DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:22 PM EST - 4 hours ago

FinecoBank Banca Fineco S.p.A. (FNBKY) Analyst/Investor Day Transcript

LAMR DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:22 PM EST - 4 hours ago

Dell Technologies Inc. (DELL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

DELL DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:21 PM EST - 4 hours ago

Floor & Decor: Still Too Early To Upgrade This To Buy

Floor & Decor remains a hold as macro headwinds and weak comps persist, despite resilient margins. Comparable store sales declined 4.8% in Q4, with monthly cadence worsening and no near-term growth ac...

FND DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:15 PM EST - 4 hours ago

Oil Rises on Prospects of Prolonged Supply Disruptions

Oil rose in early Asian trade on prospects of prolonged supply disruptions driven by the Middle East conflict.

BNO DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:10 PM EST - 4 hours ago

Barclays: The Market Overheated, But The Bull Case Now Offers Strong Returns

Barclays warrants a Buy rating at ~430p after a pullback from recent overextended highs above 500p. FY25 results beat consensus, with pre-tax profit up 13% and RoTE rising to 11.3%. Management targets...

BCS DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:08 PM EST - 4 hours ago

Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic, but his explanation raises more questions than it answers

At the Morgan Stanley Technology, Media and Telecom conference in San Francisco Wednesday, Nvidia CEO Jensen Huang said his company's recent investments in OpenAI and Anthropic are likely to be its la...

NVDA DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:02 PM EST - 4 hours ago

OSI Systems, Inc. (OSIS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

OSIS DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:02 PM EST - 4 hours ago

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

NFLX DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:02 PM EST - 4 hours ago

Alto Ingredients, Inc. (ALTO) Q4 2025 Earnings Call Transcript

ALTO DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 8:00 PM EST - 4 hours ago

McMahon: "This is the Year" for MSFT, Likes SMERY in AI Trade

Chris McMahon thinks the U.S.-Iran war will be short and expects two rate cuts from the Fed this year. When market broadening takes place, he thinks there's opportunity in companies outside the Mag 7,...

MSFT DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 7:55 PM EST - 4 hours ago

EPR Properties: The Ride Won't Last Forever, But I'm Holding (Rating Downgrade)

EPR's shareholders enjoyed a strong performance with stock price growth nearing 20% YTD, but I don't think this ride will last forever. EPR's experiential property portfolio is still oriented around t...

EPR DBO GUSH IEO OIH PXJ UCO

Mar 4, 2026, 7:53 PM EST - 4 hours ago

US lawmakers raise concerns over Intel's testing of tools made by Chinese-linked firm

A bipartisan group of U.S. lawmakers led by Democratic Senator Elizabeth Warren and Republican Tom Cotton on Wednesday raised national security concerns over Intel's testing of chipmaking tools made ...

INTC DBO GUSH IEO OIH PXJ UCO