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IREN (NasdaqGS:IREN) has signed a $9.7b contract with Microsoft to deliver GPU powered AI infrastructure. The agreement includes a substantial upfront cash component and plans tied to IREN’s 2 GW Sweetwater project. The deal shifts IREN further into AI cloud services alongside its existing Bitcoin mining operations. For you as an investor, this contract marks a clear shift in what IREN represents in the market. The company, currently trading at $44.94, now has direct exposure to a large...

Investors might be wondering whether Ferrari at around US$334 per share still lives up to its premium price tag, or if the recent pullback is creating a more interesting entry point. The stock is down around 3.5% over the past week, 11.8% over the past month, and 10.1% year to date. The 3 year and 5 year returns of 30.1% and 66.1% reflect a much stronger longer term picture. Recent headlines have focused on Ferrari as a high end brand in the auto sector and how its positioning differs from...

Lattice Semiconductor recently announced it has joined the NVIDIA Halos AI Systems Inspection Lab ecosystem, collaborating to build Holoscan Sensor Bridge-based designs that aim to improve safety, efficiency, and low-latency performance in real-world physical AI systems across vehicles and robotics. This partnership highlights Lattice’s role in shaping emerging best practices for AI-driven inspection and safety at the edge, potentially deepening its integration into advanced industrial and...

Lumentum Holdings and Marvell Technology plan to run a joint live demo at OFC 2026. The demonstration will show interoperability between Marvell’s high speed optical DSPs and modules and Lumentum’s Optical Circuit Switching platform. The setup is designed to create direct optical paths between endpoints in AI and cloud data centers, targeting efficiency, power, and latency benefits. Lumentum Holdings, NasdaqGS:LITE, is putting fresh attention on its role in AI and cloud infrastructure with...

Bitmine Immersion Technologies stock triggered by recent trading performance Bitmine Immersion Technologies (BMNR) has drawn fresh attention after a sharp daily move, with the stock up 13.9% over the past day and 13.0% over the past week, highlighting its recent trading momentum. See our latest analysis for Bitmine Immersion Technologies. Despite the sharp recent gains, the 90 day share price return of 25.5% and year to date share price return of 25.0% show that the latest move comes after a...

Earlier this month, BTIG reiterated its Buy view on Frontline after highlighting that more than 10% of the global VLCC fleet is currently stranded in the Arabian Gulf, constraining capacity and supporting tanker day rates and earnings potential. The broker also pointed to Frontline’s growing revenue and the possibility of higher cash returns via dividends and buybacks if robust tanker rates persist, underscoring how supply bottlenecks can strengthen the company’s cash flow profile. Next,...

If you are wondering whether Callaway Golf at around US$13.25 is still good value after a strong run, the key is understanding what the current price actually reflects. The stock has returned 13.1% year to date, including a 5.2% gain over the last 30 days. The 1 year return of 108.0% contrasts with a 36.8% decline over 3 years and a 53.6% decline over 5 years. Recent headlines have focused on how the share price recovery compares with its longer term track record and what that means for...

If you are wondering whether Flagstar Bank National Association's current share price reflects its true worth, this breakdown will help you make sense of what you are paying for. The stock last closed at US$12.45, with returns of 4.2% over the past year, but a 12.2% decline over the last 30 days and a 48.4% decline across three years. Recent coverage has focused on Flagstar Bank National Association as part of the wider US regional banking sector, with attention on how individual banks are...

Dave Board Member Andrea Mitchell has executed her largest sale of Dave shares to date under a Rule 10b5-1 trading plan. The transaction reduces her direct ownership stake in NasdaqGM:DAVE by more than 80%. The sale represents a meaningful change in insider ownership that had not been highlighted in recent coverage. For shareholders following NasdaqGM:DAVE, this shift in board-level ownership comes after a period of very large share price gains over the past 3 years, alongside a 140.4%...

The Morning Bull - US Market Morning Update Tuesday, Mar, 17 2026 E-mini S&P 500 futures are pointing higher this morning, up about 0.4%, as investors juggle mixed US factory data and rising pressure from the bond market. The NY Empire State Manufacturing Index sits at -0.2 in March, which means activity in New York factories has essentially stalled, a concern for jobs and overtime pay in industrial regions. At the same time, the 10 year US Treasury yield is holding near 4.24%, keeping...

Recent performance snapshot Plains All American Pipeline (PAA) has been relatively steady in the near term, with a 0.4% decline over the past day and a 1.9% decline over the past week. Looking slightly further out, the stock is up about 5.4% over the past month and 21% over the past 3 months, with a year-to-date return of 16.6% and a 1-year total return of 16%. See our latest analysis for Plains All American Pipeline. The recent pullback sits against a stronger backdrop, with a 30 day share...

Before looking at the numbers behind Royal Gold, it helps to get clear on what kind of investor this stock currently suits, especially if you are weighing up whether the current price reflects its underlying value or not. Over the last year the share price return is 62.9%, with 3 year and 5 year returns of 105.9% and 148.7% respectively. However, the shorter term has been choppier, with a 7 day return of an 11.2% decline, a 30 day return of a 12.5% decline, and a year to date return of...

Earlier this month, The Home Depot introduced what it calls the industry’s first real-time delivery tracker for large and bulky materials, giving Pro customers minute‑by‑minute visibility into truck routes, remaining stops, and precise arrival times via its app and website. This logistics upgrade deepens Home Depot’s digital ecosystem for professionals, directly targeting costly jobsite delays and potentially strengthening loyalty in complex, higher‑value projects. We’ll now examine how this...

United Therapeutics (UTHR) is back in focus after publishing full Phase 3 TETON-2 data on nebulized Tyvaso in the New England Journal of Medicine, and after unveiling a new US$2b share repurchase program. See our latest analysis for United Therapeutics. The TETON-2 publication and fresh US$2b buyback authorization come after a strong run, with a 12.8% 1 month share price return and a 65.45% 1 year total shareholder return. This suggests positive momentum rather than fading enthusiasm. If...

How Taiwan Semiconductor Manufacturing stock has been performing Taiwan Semiconductor Manufacturing (NYSE:TSM) has delivered a 1 year total return of 95.51%, alongside a past 3 months total return of 18.60% and a year to date return of 6.45%. Over shorter periods, the stock shows a 0.57% move over the past day, a 2.43% decline over the past week, and a 7.13% decline over the past month, with the last close at US$340.23. See our latest analysis for Taiwan Semiconductor Manufacturing. The share...

In its most recent trading session, which occurred before today, Freeport-McMoRan saw its performance supported by rising analyst expectations for a meaningful year-over-year earnings per share increase in the upcoming report. What stands out is that analysts have been revising their estimates higher, indicating increasing confidence in Freeport-McMoRan’s operations and profit potential, which appears to be influencing sentiment more than broader market moves. We’ll now examine how this...

Marriott International recently announced it has taken over management of The Resort at Kapalua Bay on Maui, which remains under existing ownership and is scheduled to join the St. Regis Hotels & Resorts portfolio in 2027 following renovation. This move expands Marriott’s luxury footprint in Hawaiʻi and folds the resort into the Marriott Bonvoy ecosystem, reinforcing its focus on high-end, experience-led travel. We’ll now examine how adding The Resort at Kapalua Bay to the future St. Regis...

Berkshire Hathaway (NYSE:BRK.B) has restarted share buybacks in March, the first repurchases since mid 2024. CEO Greg Abel has begun personally buying Berkshire Hathaway stock, his first disclosed insider purchases as chief executive. Abel has indicated he intends to keep purchasing shares while serving as CEO, signaling long term alignment with shareholders. Berkshire Hathaway is stepping back into the market for its own shares with the stock recently around $492.21. The company has a long...

In early March 2026, Costco Wholesale reported February net sales of US$21.69 billion, up 9.5% year over year, and US$144.85 billion for the first 26 weeks, an 8.6% increase, while also deepening its health services ecosystem through a new fertility-care partnership with Sesame and IVI RMA North America and expanding in‑store engagement via an Outdoor Brands grilling roadshow program. Together, these developments highlight Costco’s ability to pair steady merchandise and membership-driven...

Primerica stock performance and business mix Primerica (PRI) has been under pressure over the past year, with the stock showing a 13% total return decline and trading around $249.73 as investors reassess the insurer’s longer term performance. The company focuses on middle income households in the US and Canada, generating about US$3.35b in revenue and US$748.79m in net income from three core areas: term life insurance, investment and savings products, and other distributed products. Term Life...

Why Natera Stock Is Back in Focus Natera (NTRA) is back on many investors’ radars after two fresh peer-reviewed studies on its Signatera cancer assay and the commercial launch of Zenith genomics for rare disease testing. These developments speak directly to how Natera’s technology is being used in real clinical settings, from monitoring relapse risk in anal and rectal cancers to shortening the diagnostic journey for rare disease patients. See our latest analysis for Natera. At a share price...

Ondas Inc.’s subsidiary 4M Defense recently secured its first operational order under Israel’s multi‑year national demining program, while Palantir Technologies announced a collaboration with Ondas and World View Enterprises to build AI‑enabled, multi‑domain ISR capabilities spanning stratospheric, aerial, and land‑based systems. Together, the demining award and Palantir partnership highlight Ondas’ expanding role in defense technology, combining operational contracts with AI‑driven...

Delta Air Lines (DAL) is back in focus after announcing a broad reshuffle of its senior leadership team, including new President and CFO appointments effective April 1, alongside industry wide pressure on Congress over the ongoing government shutdown. See our latest analysis for Delta Air Lines. Despite the leadership shake up and ongoing government shutdown pressures, Delta's recent share price has softened, with a 30 day share price return of 11.83% and a 90 day return of 14.48%, even as 1...

Silicon Motion Technology (SIMO) is back in focus after unveiling its SM8008 PCIe Gen5 x4 NVMe enterprise SSD controller and showcasing AI focused boot storage platforms at major industry events. See our latest analysis for Silicon Motion Technology. The recent launch of AI focused storage controllers has coincided with a 90 day share price return of 47.33% and a year to date share price return of 34.35%. At the same time, the 1 year total shareholder return of 142.30% points to strong...