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Adobe's fiscal first-quarter revenue grew 12% year over year to $6.40 billion, surpassing guidance. Despite AI-related uncertainties, growth accelerated in various segments. The CEO announced his departure, and the fair value remains at $380, with promising second-quarter outlook.

Nio achieved a 76% revenue growth in Q4, marking its first profitable quarter, leading to a 15% share price increase. Despite high uncertainty, management anticipates 40%-50% vehicle sales growth by 2026. The fair value estimate is raised to $6.10 per share.

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Fears that the Fed will lose its independence are growing after the US Department of Justice subpoenaed the central bank.
Fed Chair Powell has issued a statement saying monetary policy must be set without political “intimidation.” President Trump has denied all

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Weekly Markets Wrap: Stocks Push Higher, Led by Basic Materials
Jobs Market Stays Soft in December, but Fed Rate Cuts

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US stocks rose 0.75% Wednesday and European stocks recovered from some of the week’s earlier losses.
Asian stocks extended declines in Wednesday’s session, with South Korean stocks marking their worst day since 2008.
Oil prices remained stable but

The opportunities created by the rapid emergence of artificial intelligence technologies have come with growing uncertainty among investors about the disruption long-dominant companies might face. From software to insurance to shipping and beyond, the concern is that AI will lower the barriers to en

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The yield advantage on corporate and high-yield bonds has been narrow for some time—a sign that economic conditions support corporate borrowing.
The war in Iran sparked a widening of yield spreads that could continue if oil prices stay elevated, analysts say.

NEW YORK, NY / ACCESS Newswire / March 20, 2026 / SMX (Security Matters) PLC (NASDAQ:SMX) is transforming the luxury goods industry by introducing a new level of authentication, traceability, and material intelligence-helping brands protect their identity, preserve value, and meet rising consumer an

Fitch Ratings downgraded New York City's outlook to negative due to concerns over potential financial instability and widening budget gaps, highlighting uncertainty in closing these gaps.

It’s crunch time for private credit. Redemption requests from investors in retail-focused private credit funds have reached an all-time high and show little sign of abating, as liquidity jitters continue to ripple through the $1.9 trillion debt market.
Until the past couple of months, private credi

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Oil prices ticked higher as investors weighed the release of emergency IEA energy reserves and news of attacks on cargo ships near Iran.
US stocks opened flat despite continued declines in Europe.
US government bond yields ticked higher.
US stocks were flat on

Sunday brought news that the Trump administration, through the Justice Department, was investigating Federal Reserve Chair Jerome Powell over testimony surrounding renovations of the Fed’s headquarters in Washington, D.C.
In an extremely unusual development, Powell released a statement and a

With the world now into week three of the war with Iran, the only thing that is clear about the conflict is the lack of clarity about its duration and course. Across Wall Street, there was a remarkable degree of certainty that the war would not last long and that the disruption to oil and natural

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President Trump’s attempt to fire a Fed governor is raising alarm among money managers and analysts outside the US.
Trump’s efforts to put pressure on the central bank adds to a list of concerns about US government policies.
Moves to undermine the independence o

I‘ve written before about my love of investment acronyms, from TINA to TACO, BRICS to FANG. HALO is a new one I’ve seen lately. It stands for Heavy Assets, Low Obsolescence, which is definitely more fun as an acronym. HALO stocks, the thinking goes, are less vulnerable to disruption by artificial in

The headlines have been focused on Iran, but there’s no doubt that the coders and computer scientists at Anthropic, OpenAI, Alphabet, and scores of other artificial intelligence companies haven’t stepped away from their keyboards over the past week. Prior to the start of the war, stocks in one

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Energy, materials, and industrial stocks have outperformed the market since October, led by gains in nine key companies.
Rising demand for power and infrastructure has supported several industrial winners.
Different factors, including geopolitical

_Salesforce __CRM__ released its fourth-quarter earnings report on Feb. 25. Here’s Morningstar’s take on Salesforce’s earnings and stock._
Key Morningstar Metrics for Salesforce
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Fair Value Estimate



: $300.00
Morningstar

Oracle's third-quarter earnings surpassed expectations, with total revenue up 22% to $17 billion driven by a 44% rise in cloud revenue. The company raises its fair value estimate to $220 amid strong demand for AI infrastructure, despite high uncertainty in the market.

Marvell Technology reported strong fiscal fourth-quarter results with an optimistic outlook for fiscal years 2027 and 2028. Anticipating significant growth driven by data center and AI spending, the fair value estimate is raised to $130. Concerns about market share losses are addressed, emphasizing growth potential and robust performance.