finance_news.json

[
    {
        "title": "'Unusual' Drone Stock Orbits Buy Zone. But Keep This Score On Your Radar.",
        "body": "Failed to fetch content (Status: 403)",
        "link": "https://www.investors.com/research/ibd-stock-analysis/umac-stock-unusual-machines-drone-maker/?src=A00220&yptr=yahoo",
        "published": "2026-03-13T20:00:24Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:05:41"
    },
    {
        "title": "IPO Stock Of The Week: Northpointe Eyes Buy Point Amid Stock Market Volatility",
        "body": "Failed to fetch content (Status: 403)",
        "link": "https://www.investors.com/stock-lists/ipo-analysis/northpointe-stock-npb/?src=A00220&yptr=yahoo",
        "published": "2026-03-13T19:59:54Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:05:43"
    },
    {
        "title": "Shuffle Board: Accelerating Circularity Names CEO, Oritain Hires CBP Exec",
        "body": "Textile-to-textile recycling advocate Accelerating Circularity has named Edd Denes as chief executive officer. Denes has served as the nonprofit’s board treasurer since 2021 and brings 20-plus years of relevant leadership experience. Accelerating Circularity said his transition to CEO reflects the action-oriented organization’s efforts to bolster the textile industry’s shift to circular systems.\nMore from Sourcing Journal\nShuffle Board: Unspun Taps CEO, Haelixa Adds Board Member\nWalmart's Spark Delivery Program Under Fire in $100M FTC Settlement Over Pay, Tips\nShuffle Board: Lanvin Group Promotes Pozzo to Wolford CEO\nComprehensive impact intelligence platform Worldly has named Kathryn Smith as vice president, human rights risk solutions. Tasked with leading its social compliance and human rights strategy, Smith will have end-to-end responsibility for the company’s social compliance offerings. She’ll work across Worldly’s product, engineering, sales, marketing and customer teams to address the industry’s operational inefficiencies. Smith joins from Walmart, most recently serving as the multinational’s senior director of responsible sourcing, human rights and environment.\nOrigin verification firm Oritain announced the appointment of Dave Fluty as executive director of forensic science. Fluty onboarded following a 30-year career with the U.S. Customs and Border Protection. Before retiring last year, he served as the CBP’s assistant commissioner of laboratories and scientific services. At Oritain, Fluty will spearhead the direction, credibility and impact of the company’s forensic capabilities across North America. He will report to Oritain’s chief scientist, Russell Frew, and join the company’s Technical Advisory group, which was formed in 2025 following Oritain’s European lab expansion.\nMultinational retail corporation Walmart has named Erin Nealy Cox as global governance, chie legal officer (CLO) and corporate secretary, effective April 13. She joins Walmart from Kirkland & Ellis, serving as a partner in the government, regulatory and internal investigations practice group since 2021. Cox previously served as the United States Attorney for the Northern District of Texas, where she was appointed to and then chaired the Attorney General’s Advisory Committee. Earlier in her career, Cox was an executive managing director at global cybersecurity and risk management firm Stroz Friedberg.\nLuxury reseller The RealReal has announced the departure of member Niki Leondakis (2019-2026) and the appointment of Jennifer McKeehan to its board of directors. While currently serving as chief operating officer of Fanatics commerce at Fanatics, McKeehan previously held senior leadership roles at organizations including Walmart, Peloton and The Home Depot. The RealReal also announced the addition of two senior executives to its leadership team. Former Sephora executive Tiffany Stevenson has joined the company as chief people officer, while 11-year exec at Square, Tom Hanrahan, joins as chief revenue officer, overseeing revenue-generating efforts.\nWholesale marketplace Faire has appointed Michael Fleisher, former chief financial officer of Wayfair, to its board of directors. Serving as the e-commerce company’s CFO for eight years, Fleisher led Wayfair through its initial public offering (IPO) and helped scale the brand’s annual revenue to $12 billion-plus. He retired in 2022. Earlier in his career, Fleisher led Warner Music Group’s IPO as CFO and, later, served as vice chairman of strategy and operations. Fleisher has sat on the boards of website-building platform Squarespace since 2018, the $3.7 billion-valued marketplace platform Goat Group since 2021, and the restaurant group First Watch since 2024.\nSoCal-based, trend-driven fashion and occasion-wear brand Windsor has promoted Ike Zekaria to president and opened a new creative hub in Los Angeles as part of its rebrand. Zekaria, of the founding Windsor family’s second generation, will continue his work on evolving the brand’s merchandising strategy and shopping experience.\nLanvin Group-owned luxury brand St. John Knits has named Mandy West as chief executive officer. Previously serving as the company’s chief commercial officer, West replaces former CEO Andy Lew, who became Lanvin’s executive president last year. Before joining St. John in 2019, West held management positions at Intermix, Nike and Tesla. The company said the internal promotion comes as St. John continues to develop its retail and commercial operations.\nDenver-based performance workwear brand Truewerk has named Matthew Raleigh as chief operating officer. In this role, Raleigh will oversee end-to-end operational functions, including demand and supply planning, inventory procurement and production, fulfillment, logistics and sales operations. He brings more than 25 years of leadership experience in supply chain operations, most recently serving as vice president, Americas supply planning and emerging brand operations, at VF Corporation.",
        "link": "https://finance.yahoo.com/news/shuffle-board-accelerating-circularity-names-200000077.html",
        "published": "2026-03-13T20:00:00Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:05:56"
    },
    {
        "title": "Vizsla (VZLA): Analyst Downgrade Amid Security Concerns, Long-Term Growth in Focus",
        "body": "Error fetching body: ('Connection aborted.', ConnectionResetError(10054, 'An existing connection was forcibly closed by the remote host', None, 10054, None))",
        "link": "https://finance.yahoo.com/news/vizsla-vzla-analyst-downgrade-amid-195257637.html",
        "published": "2026-03-13T19:52:57Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:05:57"
    },
    {
        "title": "Should You Buy the Dip in Adobe Stock Today?",
        "body": "Adobe (ADBE) stock tanked about 8% on March 13 despite a record Q1 earnings beat after the long-time CEO Shantanu Narayen said he’s stepping down after 18 years at the helm.\nAs investors responded to the leadership bombshell, ADBE slipped below its 20-day moving average (MA), further accelerating bearish momentum on Friday.\nSoFi Stock Outlook: Can SoFi Technologies Recover After a 30% Drop?\nA Better-Calculated Way to Play the ‘Fear Trade’ in AMD Stock Now\nQualcomm Stock Warning: Why Bank of America Is Betting That QCOM Will Underperform\nTired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now!\nVersus its year-to-date high, Adobe shares are now down nearly 25%.\nNarayen’s announcement is particularly jarring for ADBE shares because he was the chief architect of the firm’s highly successful shift to the Creative Cloud subscription model.\nMoreover, the management change comes at a critical inflection point at which Adobe faces existential threats from generative artificial intelligence (AI) startups and open-source competitors.\nInvestors generally dislike leadership uncertainty during major tech shifts.\nIn short, investors fear the incoming executive may struggle to navigate the AI disruption era that’s currently compressing Adobe’s once-impenetrable margins.\nIn Q1, ADBE adjusted operating margin contracted by 10 bps, signaling its aggressive investments in AI research and development (R&D) and GPU infrastructure are eating into its historically high profitability.\nBarclays analyst Saket Kalia cautions against buying the dip in Adobe shares.\nIn a research note dated March 13, Kalia downgraded the software firm to “Equal Weight,” arguing its own AI success is cannibalizing its image/video marketplace business.\nCustomers who used to buy high-margin stock photos are now using tools like “Adobe Firefly” to generate custom images for free or at a much lower cost via credit packs.\nThis resulted in a $60 million shortfall in ADBE’s net new annual recurring revenue (NNARR) in Q1 compared to the management’s estimate of $460 million, he added.\nNote that Adobe’s relative strength index (14-day) at about 37 further reinforces that the bearish momentum may not be over yet.\nOther Wall Street analysts, however, disagree with Kalia’s cautious view on ADBE stock.\nAccording to Barchart, the consensus rating on Adobe Inc remains at “Moderate Buy” with the mean price target of about $403 indicating potential upside of nearly 60% from here.\nOn the date of publication, Wajeeh Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com",
        "link": "https://finance.yahoo.com/news/buy-dip-adobe-stock-today-195148356.html",
        "published": "2026-03-13T19:51:48Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:06:00"
    },
    {
        "title": "Is Carvana Stock a Buy on New Stock Split Announcement?",
        "body": "Carvana (CVNA) shares closed in the green on March 13 after the online used car retailer announced a 5-for-1 forward stock split — its first since inception in 2012. The announcement arrives just weeks after the company reported market-beating results for its Q4 on higher-than-expected vehicle sales.\nCarvana stock has still been in a sharp downtrend amid broader market weakness. At the time of writing, it’s down about 38% versus its year-to-date high in late January.\nHow the Microsoft Stock Correction Created a $4K Options Opportunity\nMicrosoft Is Racing to Beat Claude Cowork. A Big Catalyst for MSFT Stock Is Coming May 1.\nStocks Erase Early Gains on Iran War Anxiety\nTired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now!\nWhile a stock split doesn’t change the fundamental valuation of a company, it’s often viewed as management’s “vote of confidence.\"\nBy lowering the nominal price of its shares — moving it from north of $300 to roughly $60 only — Carvana is significantly lowering the barrier to entry for both retail investors and employees.\nThis increased liquidity often invites higher trading volume that drives the stock price higher.\nAdditionally, the timing is key; management noted the split follows a 2025 that saw all-time record for units and profitability, signaling leadership believes the company is poised for future growth.\nThis makes CVNA shares super attractive to own in 2026.\nWilliam Blair also reiterated its “Outperform” rating on Carvana shares on Friday. According to William Blair analysts, the split announcement aligns with CVNA’s broader mission of democratizing company ownership among its team members through its discounted Employee Stock Purchase Plan.\nThe move reflects a maturing company that has successfully transitioned from survival mode to an industry leader in growth and operational efficiency, the analysts added.\nIn a research note dated March 13, the investment firm also said Carvana’s underlying fundamentals (specifically its path toward 3 million annual units and improved EBITDA margins) remains the primary drivers for long-term value creation.\nAccording to Barchart, the put-to-call ratio on options contracts expiring mid-June is skewed to the upside as well, with the upper price of about $383 signaling potential for 27% upside over the next three months.\nOther Wall Street analysts agree with William Blair’s bullish view on Carvana, especially since its 14-day relative strength index (RSI) in the mid-30s signals that bearish momentum is now approaching exhaustion.\nThe consensus rating on CVNA stock remains at “Strong Buy,” with the mean target of about $444 indicating potential upside of a little under 50% from here.\nThis article was created with the support of automated content tools from our partners at Sigma.AI. Together, our financial data and AI solutions help us to deliver more informed market headline analysis to readers faster than ever.\nOn the date of publication, Wajeeh Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com",
        "link": "https://finance.yahoo.com/news/carvana-stock-buy-stock-split-215926212.html",
        "published": "2026-03-13T21:59:26Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:11:13"
    },
    {
        "title": "Micron Stock, In Major Bull Run With 177% Growth Rate, Holds Strong Ahead Of Quarterly Results",
        "body": "Failed to fetch content (Status: 403)",
        "link": "https://www.investors.com/research/earnings-preview/micron-stock-major-bull-run-holds-strong-quarterly-earnings/?src=A00220&yptr=yahoo",
        "published": "2026-03-13T21:57:50Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:11:15"
    },
    {
        "title": "Black Rock Coffee Bar Details 20% Unit Growth Plan, Loyalty Gains & California Push at JPMorgan Conference",
        "body": "Growth and capital plan: Management reiterated a target of 20% unit growth (184 stores as of Feb. 26) and guided to “at least 36” openings this year while budgeting $40–41 million in 2026 capex, noting reverse build‑to‑suit deals raise near‑term cash needs and that free cash flow is unlikely in 2026 with neutrality expected around 2027–28.\nOperational differentiators and loyalty: Every store features a drive‑thru plus lobby and the company cites below‑industry turnover (about 74% last year) alongside a digital loyalty program now driving roughly 64% of transactions, with loyalty customers spending about $1 more and visiting far more frequently.\nCalifornia opportunity and unit economics: Company AUVs run about $1.3M on average, while initial California stores produced AUVs of about $1.6–1.7M and store‑level margins “north of 30%,” with roughly 12–15 signed leases in the CA 2026–27 pipeline.\nInterested in Black Rock Coffee Bar, Inc.? Here are five stocks we like better.\nBlack Rock Coffee Bar (NASDAQ:BRCB) executives outlined the company’s unit growth plans, operating model, and recent initiatives during a JPMorgan conference appearance featuring Chief Executive Officer Mark Davis and Chief Financial Officer Rodd Booth. The discussion followed the company’s September 2025 IPO and focused on what management views as differentiators in store format, employee retention, customer loyalty, and development pacing.\nDavis said the chain operates in seven states and finished last year with 181 units, reiterating the company’s stated guidance of 20% growth. In an updated store count referenced by the moderator, management confirmed the company had 184 stores as of February 26, including 62 in Arizona.\n→ Broadcom’s AI Momentum Could Be Far From Over\nManagement also discussed development expectations for the current year, noting that the company opened 32 stores last year and has guided to “at least 36 stores” this year. Booth described the planned cadence for the 36-store target as “eight, 10, nine, nine” by quarter, adding that the first quarter would be back-weighted, with more openings occurring in March.\nDavis emphasized that every Black Rock store has a drive-thru and also includes a lobby. He said the company’s team members are a central point of differentiation, particularly through retention levels that management said are well below typical industry turnover rates.\n→ Why Upstart’s Bank Charter Bet Could Change Everything\nAccording to Davis, industry turnover runs “somewhere between 140% and 160%,” while Black Rock’s team member turnover runs under 100%. He said turnover finished last year at 74% and is “better than that this year.” Davis also cited guest satisfaction levels “in the neighborhood of 92%–94%.”\nExecutives described a compensation and incentive structure intended to create what Davis called “career versus job,” including profit sharing/bonus opportunities and performance scorecards. Davis said store leads and assistant store leads receive hourly pay, tips, and bonus eligibility, and are measured against profitability targets. He also highlighted a “multi-store lead” role, which he said is uncommon in the industry, describing it as an hourly role that also receives tips and bonus while overseeing three to four stores and working in-store “shoulder to shoulder with the store leads.”\n→ Tesla’s Big China Sales Spike Didn’t Excite Investors—Here’s Why\nBooth said the performance system is supported by tools such as monthly results reporting and weekly sales-to-labor forecasting, which he said has helped “accelerate the ramp profitability” of newer stores by giving leaders the ability to run stores “like it were their very own.”\nDavis cited strong historical same-store sales performance, including a two-year same-store sales figure of 19% and a full-year same-store sales result of 10.1%, with transaction growth of about 6.4%. For the current year, Booth said the company guided to mid-single-digit comparable sales and that management felt confident in that outlook as of the March 2 update.\nOn customer demographics, Davis said Black Rock’s core demographic is 18–45 and characterized the group as having “more disposable income” than some peers. He added that the business is consistent across dayparts and days of the week, while noting afternoon represents an opportunity. Davis also said coffee accounts for 55% of sales mix and described coffee as “very resilient,” suggesting that concepts with a heavier energy drink mix may be less resilient.\nManagement highlighted loyalty as a growth lever. Davis said the company launched its digital loyalty program in April 2024. He cited peer benchmarks at that time—Dutch Bros at 65% of transactions tied to loyalty and Starbucks at 55%—and said that “fast-forward to today,” Dutch Bros is at 71% and Black Rock is at 64%. Davis said loyalty customers have about a $1 higher check than non-loyalty customers, and he described frequency differences by loyalty quartile, with the top quartile visiting at least 10 times per month and the second and third quartiles around five times per month.\nDavis said the company moved in December to more segmented loyalty offers—tailoring promotions by drink preference rather than giving the same offer to all customers—which management believes can improve frequency.\nManagement pointed to product and marketing initiatives aimed at raising awareness and improving sales in newer or underperforming markets. Davis said the company’s awareness prior to the IPO was about 9% and that it began paid media efforts this year, with social media and segmented offers as key components.\nDavis also discussed limited-time offers (LTOs) and menu expansion. He said the company’s most successful LTO last year was a chocolate mocha featuring marshmallow foam and graham crackers, and he noted a “Dirty Soda” launch in partnership with OLIPOP. He also said Egg Bites were rolled out around July of last year, contributing to an increase in food mix from 9% about 18 months ago to 12% currently.\nOn market performance, Davis said average unit volumes (AUVs) run about $1.3 million. He acknowledged that Dallas, Houston, and San Antonio have been among the company’s lowest-performing markets, describing AUVs in those areas as closer to $900,000 to $1 million. He contrasted that with improving performance tied to density, citing Colorado’s expansion from five stores to 12 stores and an increase in AUV from about $1.4 million to about $1.5 million.\nDavis said the company is using learnings from earlier expansion efforts, including differences between suburban and urban site selection in Texas, and reiterated that capital will be directed toward areas with stronger volume and profitability.\nBooth said one of the company’s development challenges has been “predictability of when [stores] open,” particularly when using build-to-suit structures where the landlord controls construction timing. He said the company is executing more “reverse build-to-suit” deals, where Black Rock manages the construction process, to improve timing visibility and pacing consistency.\nOn liquidity and capital spending, the moderator cited approximately $28 million in cash at the end of the fourth quarter, which Booth confirmed. Booth said the company’s 2026 capital expenditure guidance of $40 million to $41 million is inclusive of tenant improvement (TI) contributions from landlords. He described a typical reverse build-to-suit store as requiring about $1.7 million of upfront capital, with roughly $1 million of landlord contribution coming back after the store opens, implying net capital of about $700,000 per store. Booth said the mix shift toward these structures increases near-term capital needs but improves delivery visibility, and that timing of TI reimbursements can shift between years, particularly from fourth quarter openings into the following year.\nOn free cash flow, Booth said 2026 would likely be “a stretch” for free cash flow positivity. He said management expects to be closer to neutral in 2027 or 2028 and aims to be free cash flow positive beyond that, with build costs per store a key variable. Booth said average build cost was about $650,000 in 2025 and is expected to be about $700,000 in 2026.\nDavis described California as a major long-term opportunity, noting the company currently has six stores there but has discussed a longer-term goal that includes a significant California presence. He said the original three California stores—Oceanside, Escondido, and Vista—were among the highest AUV locations at approximately $1.6 million to $1.7 million, with store-level profitability “north of 30%.” Davis added that three additional California units were opened through conversions with an average cost of about $800,000, and he estimated cash-on-cash returns in the 40% to 50% range.\nDavis said the company is currently focused on San Diego County and is moving into Temecula, with planned expansion into Orange County, the Inland Empire, and Los Angeles. He said there are “somewhere between 12 and 15 signed leases” in California across the 2026 and 2027 pipeline, with additional letters of intent in process.\nOn competition, Davis said the company respects competitors including Starbucks, Dutch Bros, and 7 Brew, and addressed concerns about potential beverage competition from McDonald’s. He argued Black Rock benefits from customization and said McDonald’s beverage test in Colorado offered limited choices. Davis added that Colorado has been one of the company’s strongest and newest markets and said the business saw “no bump or issue or pain” during that period, which he said supported management’s view that the offerings target different customers.\nOur Mission: To Fuel People Forward - One Connection, One Moment, One Cup at a Time We are a high-growth operator of guest-centric, drive-thru coffee bars offering premium caffeinated beverages and an elevated in-store experience crafted by our engaging baristas. Black Rock Coffee Bar was founded in 2008 in Beaverton, Oregon, by our co-founders Daniel Brand and Jeff Hernandez. What started as a single 160 square foot coffee bar in 2008 is now one of the fastest growing beverage companies in the United States by revenue and the largest fully company-owned coffee retailer in the country, with 158 locations spanning seven states as of June 30, 2025, from the Pacific Northwest to Texas.\nThe article \"Black Rock Coffee Bar Details 20% Unit Growth Plan, Loyalty Gains & California Push at JPMorgan Conference\" was originally published by MarketBeat.",
        "link": "https://finance.yahoo.com/news/black-rock-coffee-bar-details-215638682.html",
        "published": "2026-03-13T21:56:38Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:11:17"
    },
    {
        "title": "Soybeans Ease Lower into the Weekend",
        "body": "Soybeans rounded out the Friday session with contracts down 2 to 6 ¼ cents across the board, as May still held up for a 24 ½ cent gain. The cmdtyView national average Cash Bean price was down 2 cents at $11.50 1/4. Soymeal futures were down $1.60 to $2.50 higher on the day, as May was up $5.50 on the week. Soy Oil futures were mostly within 8 points of unchanged, as May was 86 points higher since last Friday. Crude oil closed up $3.57 on the day.\nWeekly CFTC data via the Commitment of Traders report indicated another 23,205 contracts added to the managed money net long in soybean futures and options. That took the net position to 222,107 contracts. Specs in bean oil added another 33,329 contracts to their net long at 108,838 contracts.\nCoffee Prices Fall on Improved Global Supply Outlook\nThe Outlook for a Bumper Brazil Coffee Crop Hammers Prices\nCocoa Prices Settle Mixed on Currency Fluctuations\nOur exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today!\nUSDA Export Sales data has soybean export commitments at 36.49 MMT by 3/5, a 19% drop from the same period last year. That is now 85% of USDA’s estimate for 2025/26 and behind the 93% average sales pace. Shipments are 27.15 MMT, and now 63% of that USDA number and behind the 79% average pace.\nUS Treasury Secretary Bessent and Chinese counterparts meet this weekend in Paris to prep for the meeting between President Trump and President Xi later this month.\nNOPA data will be out on Monday, with traders looking for the February crush total at 202.73 mbu. Soybean oil stocks are seen at 1.928 billion lbs.\nBrazil’s soybean crop estimate was trimmed by just 0.13 MMT to 177.85 MMT according to the latest CONAB estimate.\nMay 26 Soybeans  closed at $12.25 1/4, down 2 cents,\nNearby Cash  was $11.50 1/4, down 2 cents,\nJul 26 Soybeans  closed at $12.37 1/2, down 2 1/2 cents,\nAug 26 Soybeans  closed at $12.18 1/4, down 3 cents,\nOn the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com",
        "link": "https://finance.yahoo.com/news/soybeans-ease-lower-weekend-220037354.html",
        "published": "2026-03-13T22:00:37Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:11:21"
    },
    {
        "title": "Corn Closes Higher on Friday as CFTC Data Shows Spec Longs Flooding In",
        "body": "Corn futures rounded out the Friday session with contracts steady in some deferreds to 4 ¾ cents higher in the front months as March expired. May closed the week with a 6 ¾ cent gain from on the week. The CmdtyView national average Cash Corn price was up 4 3/4 cents to $4.24 1/4. Crude oil was up $3.57 at the close.\nThe weekly Commitment of Traders report from CFTC showed a total of 140,297 contracts of futures and options added to the spec fund net long position in the week ending on March 10. That was the largest Tuesday/Tuesday bull move since May 2019 and took the net position to 193,271 contracts. Producer selling was noted, as commercials added 143,803 contracts to their net short to 477,414 contracts.\nCoffee Prices Fall on Improved Global Supply Outlook\nThe Outlook for a Bumper Brazil Coffee Crop Hammers Prices\nCocoa Prices Settle Mixed on Currency Fluctuations\nMarkets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines.\nExport Sales data from Thursday brought the marketing year corn export commitments to 66.513 MMT, which is 32% larger than the same period last year. That is 79% of USDA’s export number and near the 80% average pace. Shipments at 41.74 MMT are now 50% of USDA’s number and running ahead of the 43% average pace.\nCONAB estimates the Brazilian corn crop at 138.27 MMT, down 0.18 MMT from last month. The first crop was up 0.65 MMT to 26.7 MT, as the second crop number was trimmed by 0.83 MMT to 108.43 MMT.\nMay 26 Corn  closed at $4.67 1/4, up 4 3/4 cents,\nNearby Cash  was $4.24 1/2, up 4 3/4 cents,\nJul 26 Corn  closed at $4.78 1/4, up 4 1/4 cents,\nSep 26 Corn  closed at $4.79 1/4, up 2 1/4 cents,\nOn the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com",
        "link": "https://finance.yahoo.com/news/corn-closes-higher-friday-cftc-220037748.html",
        "published": "2026-03-13T22:00:37Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:11:25"
    },
    {
        "title": "Billionaire who broke Bank of England issues dire warning on dollar",
        "body": "Stanley Druckenmiller is a billionaire investor and former hedge fund manager who served as lead portfolio manager for George Soros’ Quantum Fund from 1988 to 2000.\nDruckenmiller and Soros famously “broke the Bank of England” and reportedly generated more than $1 billion in profits by shorting the British pound sterling in 1992 in an event that came to be known as “Black Wednesday.”\nAfter parting ways with Soros, he dedicated himself full-time on Duquesne Capital but closed the hedge fund in 2010.\nIn a recent interview with Morgan Stanley’s Iliana Bouzali, Druckenmiller offered a blunt assessment of the U.S. dollar’s status as a reserve currency, calling it the “cleanest dirty shirt.”\nThe phrase perfectly captures the dollar’s dominant status in the global economy. Though it’s not flawless and has its challenges like value debasement, it’s widely accepted, stable, and trusted more than other global currencies. In short, the U.S. dollar is the best option among imperfect alternatives.\nThe veteran investor said the dollar is likely to remain the world’s primary reserve currency but he isn’t sure if that would the case even 50 years later.\n“I don’t have a clue what would be. Maybe some crypto thing I hate.”\nTrump advisor sends blunt message on 'massive' dollar demand\n157-year-old bank warns U.S. dollar is 'overvalued'\nU.S. dollar hits lows again as stablecoin volumes surge 140%\nWhen asked about crypto, Druckenmiller reiterated a long-held skeptical view of the asset class as “a solution looking for a problem.”\nDespite that criticism, the billionaire acknowledged that cryptocurrencies have developed a powerful brand and investor following, which may help sustain their role as a store of value.\nWhile skeptical about crypto’s core premise, Druckenmiller struck a more optimistic tone on the underlying technology. He pointed to blockchain-based tokens and stablecoins as potentially transformative for global financial infrastructure.\nA stablecoin is a type of cryptocurrency that tries to stabilize its value by being pegged 1:1 to the U.S. dollar. Since one USD-pegged stablecoin holds the same value as one USD, it is also called a \"digital dollar.\"\nRelated: Explained: What is a stablecoin?\nIn fact, U.S. President Donald Trump signed the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act into law last year to regulate USD-pegged stablecoins and cement the dominant status of the dollar as the global reserve currency.\nDruckenmiller predicted that stablecoins or “digital dollars” could dominate payments systems in 10-15 years.\nStablecoins such as Tether’s USDT and Circle’s USDC are increasingly used for both domestic and cross-border payment settlements because unlike traditional financial rails, they don’t sleep over the weekends or holidays.\nAs per the onchain analytics platform DeFiLlama, the total stablecoin market cap stood at $315 billion at press time.\nJack Dorsey displeased with stablecoin push\nS&P downgrades Tether to lowest rating\n158-year-old bank 'neutral' on Circle despite earnings beat\nDruckenmiller also weighed in on trade policy, saying he generally dislikes tariffs but tolerates them at modest levels.\nHe argued that tariffs around 10% or less could function as a form of consumption tax shared with foreign producers, though he criticized the kind of ranges the Donald Trump administration has levied on imports from other countries.\nDescribing himself as a “Ronald Reagan old-school economist,” he admitted tariffs are fine but only “to a point.”\nWhen asked to summarize the current state of the U.S. economy in one word, Druckenmiller had a one-word response, “Strong.”\nThe veteran investor, who once managed money for George Soros, still remains one of the most closely watched investors in global finance.\nRelated: Legendary billionaire swaps major bank stocks for two tech giants\nThis story was originally published by TheStreet on Mar 13, 2026, where it first appeared in the Economy section. Add TheStreet as a Preferred Source by clicking here.",
        "link": "https://finance.yahoo.com/news/billionaire-broke-bank-england-issues-220036689.html",
        "published": "2026-03-13T22:00:36Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:16:28"
    },
    {
        "title": "Cotton Posts Friday Rally",
        "body": "Cotton futures posted Friday gains of as little as 7 points in some deferreds, with front months up as much as 74 points. May was up 165 points on the week.. Crude oil was up $3.57 to $99.30, with the US dollar index up $0.776 to $100.530.\nCFTC data from Friday afternoon showed a total of 6,183 contracts cut from the managed money net short position in cotton futures and options. They took that net short to 66,754 contracts in the week ending on March 10.\nCoffee Prices Fall on Improved Global Supply Outlook\nThe Outlook for a Bumper Brazil Coffee Crop Hammers Prices\nCocoa Prices Settle Mixed on Currency Fluctuations\nTired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now!\nExport Sales data has total cotton export commitments at 9.157 million RB, which is down 10% from last year. That is 81% of USDA’s forecast and lags the 94% average pace from the last 5 years. Shipments at 5.029 million RB are 4% below a year ago and 45% of the USDA export estimate, behind the 50% average shipping pace.\nThe Cotlook A Index was down 5 points on Thursday at 75.70 cents. The Seam showed sales on 4,202 bales on March 12, averaging 56.13 cents/lb. ICE certified cotton stocks were down 2,728 bales on 3/12 via decertification, with the certified stocks level at 116,789 bales. The Adjusted World Price was back up just 6 points on Thursday to 51.50 cents/lb.\nMay 26 Cotton  closed at 65.85, up 71 points,\nJul 26 Cotton  closed at 67.89, up 74 points,\nOct 26 Cotton  closed at 69.61, up 60 points\nOn the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com",
        "link": "https://finance.yahoo.com/news/cotton-posts-friday-rally-220037471.html",
        "published": "2026-03-13T22:00:37Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:16:31"
    },
    {
        "title": "Is the Warner Bros. Saga Near Its End? Insiders Sell +$200M in Shares",
        "body": "Paramount Skydance has won its battle against Netflix to acquire Warner Bros. Discovery.\nAs the dust settles, WBD insiders are selling the stock in a big way, a signal to investors.\nStill, the potential upside in WBD remains as the company works with Paramount to get the $ 31-per-share deal approved by regulators.\nInterested in Warner Bros. Discovery, Inc.? Here are five stocks we like better.\nAfter several hectic months, the acquisition saga surrounding Warner Bros. Discovery (NASDAQ: WBD) has come to what appears to be a resolution. Paramount Skydance (NASDAQ: PSKY) upped its bid for the entire company to $31 per share in February and altered key terms of its deal to assuage Warner Bros.\nEntertainment behemoth Netflix (NASDAQ: NFLX) subsequently dropped its bid for WBD’s streaming and studio assets, leaving Paramount as the victor in the hard-fought ordeal.\n→ Broadcom’s AI Momentum Could Be Far From Over\nFor WBD shareholders, the question is “what’s next?\" With the stock trading in the upper $27 range and Paramount agreeing to buy the company at $31, shareholders effectively face two paths: selling now and redeploying capital elsewhere, or holding the stock to capture the difference between the current price and the deal value.\nNotably, in March, WBD insiders sold over $200 million worth of the stock, a telling indication of their strategy.  Let’s break down these sales and other considerations in detail to provide perspective on this name going forward.\n→ Why Upstart’s Bank Charter Bet Could Change Everything\nIn total, MarketBeat has tracked approximately $213.3 million worth of insider sales of WBD in March. This represents a massive uptick in insider selling versus the recent past. Between September and December of 2025, MarketBeat tracked just $30.6 million of selling. The selling was broad-based across company insiders. Overall, six WBD insiders sold the stock in March, showing that this selling isn’t just due to the personal liquidity needs of one or two individuals.\nDiving into the specific trades provides more interesting information. In terms of raw numbers, CEO David Zaslav was the largest seller of WBD stock. Zaslav’s FORM 4 SEC filing shows that he sold approximately 4 million shares and held 7.2 million shares after the transaction.\n→ Tesla’s Big China Sales Spike Didn’t Excite Investors—Here’s Why\nThis is a big move for Zaslav, WBD’s top executive, who reduced his number of shares held by a whopping 36%. However, Zaslav still holds a very large amount of shares, worth almost $200 million.\nHis actual position is also much higher than what's reflected solely by the number of shares he holds, as he also holds millions of WBD options that aren't included in that number. Estimates suggest that his total holdings in WBD are worth more than $600 million. Nonetheless, his significant sale warrants notice.\nAdditionally, Zaslav isn’t the only insider to drop his stake in the company by a very substantial amount. Gunnar Wiedenfels and Bruce Campbell both reduced their positions by roughly half. Gerhard Zeiler made a similar move, but may also have significant options exposure that makes his actual remaining position much higher. Insiders Priya Aiyar and Amy Girdwood only reduced their shares held by around 20% and 7%, respectively. The options logic applied to Zeiler applies to them as well.\nRegardless of these nuances, the story remains the same. Some of WBD’s most important insiders are making big-time sales of the stock, something investors should take into account going forward.\nNow, let's look at the return that holding WBD shares could potentially generate through the close of the transaction. Based on a share price of $27.50, a move to $31 would result in a return of approximately 13%.\nNotably, Paramount and WBD are expecting their deal to close by the end of September 2026. Thus, this 13% return could come during a period of around six months. Consider that the S&P 500’s average historical return over a full year is around 10%. The potential to generate a slightly higher return over half that period could be a solid proposition.\nThe price Paramount pays also increases by 25 cents each quarter it takes for the deal to close beyond Sept. 30. That would be a roughly 0.9% additional return each quarter, based on a price of $27.50. While this is a bonus for shareholders, it is certainly nothing to write home about.\nThe deal also still needs to receive regulatory approval, both from agencies in the United States and Europe. Some believe that U.S. approval won’t be too difficult to achieve, although the process could drag on overseas. A key risk to consider is the possibility that the deal won’t receive approval.\nOverall, WBD insiders are selling, but by no means completely getting out of the stock. Furthermore, there is a chance that WBD could generate a nice return over the coming months should the deal gain approval. This combination may lead some investors to consider trimming WBD as a middle-ground approach going forward.\nThe article \"Is the Warner Bros. Saga Near Its End? Insiders Sell +$200M in Shares\" was originally published by MarketBeat.",
        "link": "https://finance.yahoo.com/news/warner-bros-saga-near-end-220900121.html",
        "published": "2026-03-13T22:09:00Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:22:17"
    },
    {
        "title": "Trump administration set to receive $10 billion fee for brokering TikTok deal, WSJ reports",
        "body": "Error fetching body: HTTPSConnectionPool(host='finance.yahoo.com', port=443): Max retries exceeded with url: /news/trump-administration-set-receive-10-220832252.html (Caused by ConnectTimeoutError(<HTTPSConnection(host='finance.yahoo.com', port=443) at 0x2a49af73d70>, 'Connection to finance.yahoo.com timed out. (connect timeout=10)'))",
        "link": "https://finance.yahoo.com/news/trump-administration-set-receive-10-220832252.html",
        "published": "2026-03-13T22:08:32Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:22:38"
    },
    {
        "title": "Auto industry groups urge Trump to keep Chinese autos out of US",
        "body": "By David Shepardson\nWASHINGTON, March 13 (Reuters) - Major auto trade groups urged the Trump administration to keep Chinese carmakers out of the U.S., ‌raising concerns ahead of President Donald Trump's planned meeting with Chinese ‌President Xi Jinping, according to a letter seen by Reuters.\nThe groups raised \"serious concerns about China’s ongoing efforts ​to dominate global automotive manufacturing and to gain access to the U.S. market. These actions pose a direct threat to America’s global competitiveness, national security, and automotive industrial base.\"\nA 2025 U.S. Commerce Department cybersecurity regulation effectively keeps nearly all ‌Chinese vehicles out of ⁠the U.S. market and the five groups representing automakers, car dealers and parts manufacturers said it should be maintained.\nThe Chinese ⁠Embassy in Washington did not immediately comment.\n\"We also strongly urge the Administration to reject any attempt by Chinese manufacturers to circumvent these existing restrictions by establishing production ​facilities ​in the U.S.,\" said the letter dated ​Thursday from the Alliance for ‌Automotive Innovation, National Automobile Dealers Association, American Automotive Policy Council and other groups. \"The market distortions and risks to the auto industry in the U.S. are fundamentally the same whether these vehicles are imported or produced domestically.\"\nIn January, Trump said he was open to Chinese automakers building vehicles in the United ‌States. \"If they want to come in and ​build a plant and hire you and hire ​your friends and your neighbors, ​that’s great, I love that,” he told the Detroit Economic ‌Club.\nIn December, the Alliance for Automotive ​Innovation, which represents ​General Motors, Ford, Toyota Motor, Volkswagen, Hyundai, Stellantis and other major automakers said \"China poses a clear and present threat to the auto industry ​in the U.S\" and ‌urged Washington to prevent Chinese government-backed automakers and battery manufacturers from ​opening U.S. manufacturing plants.\n(Reporting by David Shepardson and Parth Chandna; Editing ​by Alan Barona and Anna Driver)",
        "link": "https://finance.yahoo.com/news/auto-industry-groups-urge-trump-213803217.html",
        "published": "2026-03-13T21:38:03Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:22:40"
    },
    {
        "title": "Shopper Sues Costco for Tariff Refunds",
        "body": "Costco was among the first American corporations to sue the Trump administration for tariff refunds. Now, the warehouse club is facing a lawsuit demanding that those refunds be funneled back into shoppers’ pocketbooks.\nThis week, plaintiff Matthew Stockov filed a lawsuit in a United States District Court of the Northern District of Illinois alleging that Costco inflated its prices due to the tariff shock. If the big-box retailer is issued refunds on the International Emergency Economic Powers Act (IEEPA) tariffs and doesn’t pass along the paybacks, it would essentially be receiving “double recovery,” the suit said.\nMore from Sourcing Journal\nUS Opens Forced Labor Probes Against 60 Partners, Including Apparel Giants\nCustoms and Border Protection Announces New Tool in Tariff Refund Process\nCourt of International Trade Resurrects Suit Challenging De Minimis Ban\n“While the importer of record is the only party that may recover a refund from the government for an improperly assessed tariff, the importer is often nothing more than a pass-through vehicle,” the suit said. “Frequently, the importer simply fronts the cost of the tariff, and is made whole by imposing higher prices on consumers. The consumer, for all intents and purposes, pays the tariff.”\nNow that the Supreme Court has struck down the IEEPA duties, “the truly injured parties possess no direct avenue for redress,” it continued. Shoppers that have shouldered the economic burden of the tariffs have no statutory course of action in the Court of International Trade (CIT) to get their money back. Only the importer of record—in this case, Costco—has the right to seek a refund from the federal government.\nAt the same time, Costco was made whole simply by raising prices, the suit said.\n“Costco was able to expand margins during the peak of the IEEPA tariff regime by selectively raising prices on tariffed goods,” the filing reads. “The higher prices consumers paid were a consequence of Costco’s increased cost of importation. Absent the imposition of the unlawful IEEPA tariffs, Costco would not have needed to raise prices on consumers in this way.”\nThus far, Costco has indicated that any tariff refunds received would be leveraged to provide its members with “lower prices and better values.” The vague commitment stops far short of a promise to compensate specific shoppers who paid higher prices while the IEEPA tariffs were in place, however.\nThe lawsuit said a proposed class action could include more than 100 Costco customers who, in aggregate, believe they are owed more than $5 million in tariff refunds. The suit includes anyone in the U.S. that purchased any good subject to IEEPA tariffs from Costco between Feb. 1, 2025 and Feb. 24, 2026.\nDecember saw the Washington-based warehouse chain file a complaint with the CIT arising from concerns about whether businesses that paid the IEEPA tariffs would be guaranteed repayments. The suit was filed well before the bulk of Trump’s duties were invalidated by the Supreme Court on Feb. 20.\nLawyers for Costco wrote that the separate suit was necessary “because even if the IEEPA duties and underlying executive orders are held unlawful by the Supreme Court, importers that have paid IEEPA duties, including Plaintiff, are not guaranteed a refund for those unlawfully collected tariffs in the absence of their own judgment and judicial relief.”\nAt the time, Costco was seeking to stop the liquidation of the entries for which IEEPA tariffs were paid to ensure that its refunds weren’t put at risk. It then sought a declaration from the CIT that the IEEPA tariffs were illegal, and an injunction preventing the federal government from imposing more duties through the executive orders being challenged. It also sought a full refund of all IEEPA duties it paid.\nA federal appeals court earlier this month denied the federal government’s request to delay IEEPA tariff refunds, and the CIT stipulated that Customs and Border Protection must begin the process of paying back impacted importers.\nCBP, which is now “facing an unprecedented volume of refunds,” according to Brandon Lord, executive director of the Trade Programs Directorate at Customs and Border Protection, said it’s working on augmenting its electronic system for assessing and issuing the refunds—a process that will take about 45 days. On Thursday, the agency gave an update, saying that it plans to roll out a new digital tool that will streamline the refund process for some 53 million distinct entries.",
        "link": "https://finance.yahoo.com/news/shopper-sues-costco-tariff-refunds-221901143.html",
        "published": "2026-03-13T22:19:01Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:24:27"
    },
    {
        "title": "Is This ETF the Best Way to Invest in the S&P 500 Right Now?",
        "body": "The S&P 500 is widely regarded as the stock market's most important index. It tracks around 500 of the largest public American companies, so its performance is often used to gauge the overall health of the U.S. stock market. Unfortunately, after three consecutive years of double-digit gains, the S&P 500 has been off to a slow start in 2026, down about 0.5% year to date (as of March 10).\nThere's plenty to like about the S&P 500, but one key characteristic could be the cause of its lackluster performance: tech industry concentration. In light of this issue, is there a better alternative for investing in the index? Let's take a look.\nWill AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an \"Indispensable Monopoly\" providing the critical technology Nvidia and Intel both need. Continue »\nThe S&P 500 is weighted by market capitalization, so larger companies account for more of the index than smaller ones. Historically, this hasn't typically been an issue, but as big tech stocks have surged in value over the past few years, the index has become highly concentrated.\nNvidia, Microsoft, and Apple alone account for almost 20% of the index, and the top 10 holdings account for over 38%. That's a high concentration for an index with diversification as a main selling point. The S&P 500 is still diversified, containing major companies from all 11 major sectors, but it has undoubtedly become tech-heavy (as tech stocks make up over a third of the index).\nThe concentration in big tech stocks works out in the S&P 500's favor when the sector is flourishing, but it's also a huge drag when the opposite is true (like we're currently witnessing).\nIf you're interested in investing in the S&P 500 but don't want the current concentration risk that comes with it, a good option is an equal-weight S&P 500 exchange-traded fund like the Invesco S&P 500 Equal Weight ETF (NYSEMKT: RSP). Instead of being split by company size, RSP allocates your investment relatively evenly across all companies in the S&P 500. Below are the S&P 500's top 10 holdings and their weight in the standard versus equal-weight indexes:\nCompany\nPercentage of the Standard S&P 500\nPercentage of RSP\nNvidia\n7.84%\n0.19%\nApple\n6.47%\n0.18%\nAlphabet (Class A and C)\n5.98%\n0.18%\nMicrosoft\n5.40%\n0.17%\nAmazon\n3.93%\n0.18%\nBroadcom\n2.64%\n0.16%\nMeta Platforms (Class A)\n2.63%\n0.19%\nTesla\n2.04%\n0.17%\nBerkshire Hathaway (Class B)\n1.49%\n0.20%\nData sources: Vanguard and Invesco. Vanguard percentages as of Jan. 31; Invesco percentages as of March 9.\nThere's a big difference between nine companies making up over 38% of an index and 1.6% of an ETF. The latter is much better during periods when certain sectors (in this case, tech) are lagging or otherwise seem riskier.\nDespite its lackluster performance to start the year, the S&P 500 has been on an impressive run since its 19% drop in 2022. In the roughly three years since, it's up over 77%, and it's easy to see why when you look at the performance of its top holdings. The worst performer among its top 10 over that span is Microsoft, and it's gained nearly 70% in that time. Not too shabby.\nRSP has underperformed the S&P 500 over the past three years amid the recent artificial intelligence (AI) boom, but when you zoom out, RSP has outperformed the S&P 500 since it debuted on the stock market in April 2003.\nThe highs of the standard S&P 500 are typically higher than RSP's highs, but its lows are also typically much lower. I'm still a big fan of the S&P 500 (it's my largest holding), and believe it's a great long-term investment for the vast majority of investors. However, RSP can be a great supplemental piece that helps hedge against the high concentration of big tech stocks in the S&P 500 and any potential AI-induced bubble.\nBefore you buy stock in Invesco S&P 500 Equal Weight ETF, consider this:\nThe Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Invesco S&P 500 Equal Weight ETF wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.\nConsider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $508,607!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,122,746!*\nNow, it’s worth noting Stock Advisor’s total average return is 933% — a market-crushing outperformance compared to 188% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.\nSee the 10 stocks »\n*Stock Advisor returns as of March 13, 2026.\nStefon Walters has positions in Apple and Microsoft. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Berkshire Hathaway, Meta Platforms, Microsoft, Nvidia, and Tesla and is short shares of Apple. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.\nIs This ETF the Best Way to Invest in the S&P 500 Right Now? was originally published by The Motley Fool",
        "link": "https://finance.yahoo.com/news/etf-best-way-invest-p-221300100.html",
        "published": "2026-03-13T22:13:00Z",
        "summary": "",
        "scraped_at": "2026-03-15 11:26:02"
    },
    {
        "title": "",
        "body": "Nvidia (NASDAQ: NVDA) leads the pack in terms of data center computing hardware. Per IOT Analytics' estimates, Nvidia controls a 92% share of the market. That makes all the major artificial intelligence (AI) models dependent upon Nvidia graphics processing units (GPUs) to a high degree.\nOpenAI, Anthropic, and more all need the company's products, and Nvidia has profited handsomely from it. Today, it's the world's most valuable company by market cap.\nWill AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an \"Indispensable Monopoly\" providing the critical technology Nvidia and Intel both need. Continue »\nBut, as the saying goes, don't put all your eggs in one basket. Nvidia has competitors like Alphabet with its Tensor Processing Unit (TPU) or the subject of this article, Advanced Micro Devices (NASDAQ: AMD), better known by its initials and symbol, AMD.\nAt present, AMD has a 4% share of the data center GPU market. That's not much, but it's double the next-largest company, which is Huawei, at 2%.\nIt's second only to Nvidia in the market, which means it's in arguably the best position to chip away at Nvidia's lead. And that seems to be exactly what AMD is trying to do.\nLate last year, AMD signed an agreement with OpenAI that will see it supply the AI start-up with hundreds of thousands of chips and allow OpenAI to buy up to a 10% stake in AMD. AMD expects the agreement to generate more than $100 billion in revenue from OpenAI alone.\nBut the deals didn't stop there. In February of this year, AMD signed another agreement with Meta Platforms to provide it with 6 gigawatts of its Instinct GPUs.\nAlong with those two, Microsoft and Oracle have both announced that they will purchase AMD's hardware. It's far from exclusive, and both companies are likely to continue buying plenty from Nvidia, but it will help AMD gain market share.\nAll signs point to AMD gaining traction in the industry. It will likely be some time before AMD threatens Nvidia's dominance, if it can manage to do so in the first place. But an investment in AMD can help diversify your GPU investment portfolio, and with the company's latest results, it's looking like a serious growth prospect.\nFor 2025, AMD brought in $34.6 billion, up 34% over 2024, and its diluted earnings per share (EPS) grew 26% over the same period. While AMD's net margin is lower than Nvidia's at 12.3% and 55.6%, respectively, AMD's is still solid, which likely has a lot to do with pricing.\nThe reason AMD is shaping up to be a competitor to Nvidia is that, at least on the consumer side, its GPUs offer comparable performance to their Nvidia counterparts while costing considerably less.\nAll other things being equal, lower prices generally equal lower margins. But if AMD's hardware is good enough, it can snatch some market share away from Nvidia even if Nvidia's hardware is superior in some ways.\nThat's AMD's avenue of attack to gain market share over Nvidia, and it seems to be working based on the deals the company is locking in. It could pay to have shares of both companies in your portfolio to hedge your AI hardware bet.\nBefore you buy stock in Advanced Micro Devices, consider this:\nThe Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Advanced Micro Devices wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.\nConsider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*\nNow, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.\nSee the 10 stocks »\n*Stock Advisor returns as of March 15, 2026.\nJames Hires has positions in Alphabet. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Meta Platforms, Microsoft, Nvidia, and Oracle. The Motley Fool has a disclosure policy.\nThis Artificial Intelligence (AI) Stock Just Landed a Deal Worth Over $100 Billion. Is It a Buy? was originally published by The Motley Fool",
        "link": "https://finance.yahoo.com/news/artificial-intelligence-ai-stock-just-052500031.html",
        "published": "2026-03-15 11:32:36",
        "summary": "AMD is making waves as a potential challenger to Nvidia's data center dominance. Here's why it's worth considering for your portfolio.",
        "scraped_at": "2026-03-15 11:32:36"
    },
    {
        "title": "This Artificial Intelligence (AI) Stock Just Landed a Deal Worth Over $100 Billion. Is It a Buy? AMD is making waves as a potential challenger to Nvidia's data center dominance. Here's why it's worth considering for your portfolio.",
        "body": "Nvidia (NASDAQ: NVDA) leads the pack in terms of data center computing hardware. Per IOT Analytics' estimates, Nvidia controls a 92% share of the market. That makes all the major artificial intelligence (AI) models dependent upon Nvidia graphics processing units (GPUs) to a high degree.\nOpenAI, Anthropic, and more all need the company's products, and Nvidia has profited handsomely from it. Today, it's the world's most valuable company by market cap.\nWill AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an \"Indispensable Monopoly\" providing the critical technology Nvidia and Intel both need. Continue »\nBut, as the saying goes, don't put all your eggs in one basket. Nvidia has competitors like Alphabet with its Tensor Processing Unit (TPU) or the subject of this article, Advanced Micro Devices (NASDAQ: AMD), better known by its initials and symbol, AMD.\nAt present, AMD has a 4% share of the data center GPU market. That's not much, but it's double the next-largest company, which is Huawei, at 2%.\nIt's second only to Nvidia in the market, which means it's in arguably the best position to chip away at Nvidia's lead. And that seems to be exactly what AMD is trying to do.\nLate last year, AMD signed an agreement with OpenAI that will see it supply the AI start-up with hundreds of thousands of chips and allow OpenAI to buy up to a 10% stake in AMD. AMD expects the agreement to generate more than $100 billion in revenue from OpenAI alone.\nBut the deals didn't stop there. In February of this year, AMD signed another agreement with Meta Platforms to provide it with 6 gigawatts of its Instinct GPUs.\nAlong with those two, Microsoft and Oracle have both announced that they will purchase AMD's hardware. It's far from exclusive, and both companies are likely to continue buying plenty from Nvidia, but it will help AMD gain market share.\nAll signs point to AMD gaining traction in the industry. It will likely be some time before AMD threatens Nvidia's dominance, if it can manage to do so in the first place. But an investment in AMD can help diversify your GPU investment portfolio, and with the company's latest results, it's looking like a serious growth prospect.\nFor 2025, AMD brought in $34.6 billion, up 34% over 2024, and its diluted earnings per share (EPS) grew 26% over the same period. While AMD's net margin is lower than Nvidia's at 12.3% and 55.6%, respectively, AMD's is still solid, which likely has a lot to do with pricing.\nThe reason AMD is shaping up to be a competitor to Nvidia is that, at least on the consumer side, its GPUs offer comparable performance to their Nvidia counterparts while costing considerably less.\nAll other things being equal, lower prices generally equal lower margins. But if AMD's hardware is good enough, it can snatch some market share away from Nvidia even if Nvidia's hardware is superior in some ways.\nThat's AMD's avenue of attack to gain market share over Nvidia, and it seems to be working based on the deals the company is locking in. It could pay to have shares of both companies in your portfolio to hedge your AI hardware bet.\nBefore you buy stock in Advanced Micro Devices, consider this:\nThe Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Advanced Micro Devices wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.\nConsider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*\nNow, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.\nSee the 10 stocks »\n*Stock Advisor returns as of March 15, 2026.\nJames Hires has positions in Alphabet. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Meta Platforms, Microsoft, Nvidia, and Oracle. The Motley Fool has a disclosure policy.\nThis Artificial Intelligence (AI) Stock Just Landed a Deal Worth Over $100 Billion. Is It a Buy? was originally published by The Motley Fool",
        "link": "https://finance.yahoo.com/news/artificial-intelligence-ai-stock-just-052500031.html",
        "published": "2026-03-15 11:32:39",
        "summary": "AMD is making waves as a potential challenger to Nvidia's data center dominance. Here's why it's worth considering for your portfolio.",
        "scraped_at": "2026-03-15 11:32:39"
    },
    {
        "title": "",
        "body": "Artificial intelligence (AI) stocks are somewhat on sale now compared to where they were trading during late 2025. That's because investors are growing a bit wary of all of the AI spending going on; but the reality is it's not going to slow down for many years.\nThis makes several stocks solid buys right now, and if you're looking for some investment ideas, I think these five AI stocks are among the best picks in the market.\nWill AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an \"Indispensable Monopoly\" providing the critical technology Nvidia and Intel both need. Continue »\nAny good AI investment list includes Nvidia (NASDAQ: NVDA). Nvidia has been the industry leader since the AI build-out began in 2023, and it has done nothing to relinquish its lead over the past few years. Nvidia has continuously launched more innovative products, and its clients have gladly paid the premium to deploy Nvidia's platform versus the competition.\nThis has led to growth previously thought impossible for a company of Nvidia's size. During Q4 2025, which ended Jan. 25, 2026, it grew at a 73% pace. Next quarter, management expects 77% growth. Despite these impressive growth figures, Nvidia's stock trades for a mere 22 times forward earnings, making it a screaming buy right now.\nWhile Nvidia's dominance in the AI computing unit arena has gone fairly unmatched, Broadcom (NASDAQ: AVGO) is looking to challenge that. It's not trying to beat Nvidia at its own game; instead, it's designing chips in tandem with the end user to optimize the performance for one workload type. This creates a more efficient and cheaper offering than a GPU from Nvidia, but only when the workload is properly configured. There are many applications where a GPU is still the right tool for the job, although Broadcom's custom AI chips can do a lot.\nManagement expects monster growth from this division and expects it to generate $100 billion in revenue by the end of 2027. Over the past 12 months, this division has made up less than half of Broadcom's $68 billion total revenue, so this emerging business unit is going to take over the majority of Broadcom's business. That's a clear sign to buy the stock, as the market hasn't priced this rise into Broadcom's stock quite yet.\nTaiwan Semiconductor Manufacturing (NYSE: TSM) is a winner regardless of whether an AI hyperscaler is using Broadcom's or Nvidia's chips. The reality is that Taiwan Semiconductor manufactures most of the logic chips in the world for high-end devices, making it a key winner in the AI realm. The bull case for Taiwan Semiconductor is incredibly simple: AI hyperscalers need to keep spending more money on data centers. With all of them greatly increasing their capital expenditures for 2026, this bodes well for Taiwan Semiconductor.\nThis neutral positioning makes it a great way to profit from the general rise of AI and other advanced technologies.\nMicrosoft (NASDAQ: MSFT) has had a rough go over the past few months. Its stock is down around 25% from its all-time high, and really hasn't done anything to deserve the sell-off. While one could argue that part of the sell-off was valuation-related, it's now priced at some of the cheapest levels it has traded at over the past decade.\nMicrosoft is a clear winner in the AI field, and this sell-off is a huge gift that investors shouldn't waste.\nDuring Microsoft's fall, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has ascended. Alphabet has recovered from being an AI loser to being an AI winner in about one year's time, and its stock has rocketed higher as a result. While it's not as cheap as it once was, Alphabet deserves its current premium of about 26 times forward earnings.\nAlphabet's business is going incredibly well, specifically its Google Cloud business, which grew its revenue 48% year over year. Demand for Alphabet's computing resources is incredible, and that growth proves it. While Alphabet may be spending big on AI computing resources, it's proving that this investment has been worth it so far. If we see sustained elevated growth rates in its cloud division throughout 2026, the stock will remain a no-brainer buy.\nBefore you buy stock in Nvidia, consider this:\nThe Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.\nConsider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*\nNow, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.\nSee the 10 stocks »\n*Stock Advisor returns as of March 15, 2026.\nKeithen Drury has positions in Alphabet, Broadcom, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Alphabet, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.\nHere Are My Top 5 Artificial Intelligence (AI) Stocks to Buy Right Now was originally published by The Motley Fool",
        "link": "https://finance.yahoo.com/news/top-5-artificial-intelligence-ai-042000819.html",
        "published": "2026-03-15 11:32:42",
        "summary": "The market is giving investors a great sale price on many of the top AI stocks.",
        "scraped_at": "2026-03-15 11:32:42"
    },
    {
        "title": "Here Are My Top 5 Artificial Intelligence (AI) Stocks to Buy Right Now The market is giving investors a great sale price on many of the top AI stocks.",
        "body": "Artificial intelligence (AI) stocks are somewhat on sale now compared to where they were trading during late 2025. That's because investors are growing a bit wary of all of the AI spending going on; but the reality is it's not going to slow down for many years.\nThis makes several stocks solid buys right now, and if you're looking for some investment ideas, I think these five AI stocks are among the best picks in the market.\nWill AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an \"Indispensable Monopoly\" providing the critical technology Nvidia and Intel both need. Continue »\nAny good AI investment list includes Nvidia (NASDAQ: NVDA). Nvidia has been the industry leader since the AI build-out began in 2023, and it has done nothing to relinquish its lead over the past few years. Nvidia has continuously launched more innovative products, and its clients have gladly paid the premium to deploy Nvidia's platform versus the competition.\nThis has led to growth previously thought impossible for a company of Nvidia's size. During Q4 2025, which ended Jan. 25, 2026, it grew at a 73% pace. Next quarter, management expects 77% growth. Despite these impressive growth figures, Nvidia's stock trades for a mere 22 times forward earnings, making it a screaming buy right now.\nWhile Nvidia's dominance in the AI computing unit arena has gone fairly unmatched, Broadcom (NASDAQ: AVGO) is looking to challenge that. It's not trying to beat Nvidia at its own game; instead, it's designing chips in tandem with the end user to optimize the performance for one workload type. This creates a more efficient and cheaper offering than a GPU from Nvidia, but only when the workload is properly configured. There are many applications where a GPU is still the right tool for the job, although Broadcom's custom AI chips can do a lot.\nManagement expects monster growth from this division and expects it to generate $100 billion in revenue by the end of 2027. Over the past 12 months, this division has made up less than half of Broadcom's $68 billion total revenue, so this emerging business unit is going to take over the majority of Broadcom's business. That's a clear sign to buy the stock, as the market hasn't priced this rise into Broadcom's stock quite yet.\nTaiwan Semiconductor Manufacturing (NYSE: TSM) is a winner regardless of whether an AI hyperscaler is using Broadcom's or Nvidia's chips. The reality is that Taiwan Semiconductor manufactures most of the logic chips in the world for high-end devices, making it a key winner in the AI realm. The bull case for Taiwan Semiconductor is incredibly simple: AI hyperscalers need to keep spending more money on data centers. With all of them greatly increasing their capital expenditures for 2026, this bodes well for Taiwan Semiconductor.\nThis neutral positioning makes it a great way to profit from the general rise of AI and other advanced technologies.\nMicrosoft (NASDAQ: MSFT) has had a rough go over the past few months. Its stock is down around 25% from its all-time high, and really hasn't done anything to deserve the sell-off. While one could argue that part of the sell-off was valuation-related, it's now priced at some of the cheapest levels it has traded at over the past decade.\nMicrosoft is a clear winner in the AI field, and this sell-off is a huge gift that investors shouldn't waste.\nDuring Microsoft's fall, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has ascended. Alphabet has recovered from being an AI loser to being an AI winner in about one year's time, and its stock has rocketed higher as a result. While it's not as cheap as it once was, Alphabet deserves its current premium of about 26 times forward earnings.\nAlphabet's business is going incredibly well, specifically its Google Cloud business, which grew its revenue 48% year over year. Demand for Alphabet's computing resources is incredible, and that growth proves it. While Alphabet may be spending big on AI computing resources, it's proving that this investment has been worth it so far. If we see sustained elevated growth rates in its cloud division throughout 2026, the stock will remain a no-brainer buy.\nBefore you buy stock in Nvidia, consider this:\nThe Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.\nConsider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*\nNow, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.\nSee the 10 stocks »\n*Stock Advisor returns as of March 15, 2026.\nKeithen Drury has positions in Alphabet, Broadcom, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Alphabet, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.\nHere Are My Top 5 Artificial Intelligence (AI) Stocks to Buy Right Now was originally published by The Motley Fool",
        "link": "https://finance.yahoo.com/news/top-5-artificial-intelligence-ai-042000819.html",
        "published": "2026-03-15 11:32:45",
        "summary": "The market is giving investors a great sale price on many of the top AI stocks.",
        "scraped_at": "2026-03-15 11:32:45"
    },
    {
        "title": "",
        "body": "Nvidia (NASDAQ: NVDA) has made investors a ton of money over the past few years. If you invested $10,000 into it at the start of 2023, that investment is now worth $125,000. That's an incredible return on investment. While Nvidia won't be able to repeat that growth rate over the next three years, it has what it takes to outperform the market.\nI think there's one clear signal investors can't ignore about Nvidia's stock, and they should heed it and scoop up shares before the rest of the market catches on.\nWill AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an \"Indispensable Monopoly\" providing the critical technology Nvidia and Intel both need. Continue »\nNvidia's stock has somehow gotten the stigma that it's expensive, but that couldn't be further from the case. Right now, it trades at 22.1 times forward earnings, nearly the same price-to-earnings ratio as the S&P 500, which trades at 21.7 times forward earnings.\nNormally, market-average premiums are reserved for stocks growing at a market-average pace, but that's not Nvidia. In its last quarter, it grew revenue by 73%. For this quarter, management expects 77% growth. Normally, the market grows at about a 10% pace each year, so this is a massive mismatch.\nThe current price tag on Nvidia's stock assumes that it will have a strong year, but will revert to market-average growth in 2027. But I don't think that's true.\nNvidia projects that global data center capital expenditures will reach $3 trillion to $4 trillion by 2030. McKinsey & Company offered a similar projection, estimating that it will take $7 trillion in cumulative spend by 2030 to meet demand for artificial intelligence (AI). That clearly indicates growth for Nvidia will last for multiple years past 2026, crushing the bear case on the stock.\nOne common misconception out there is that Nvidia cannot grow because AI hyperscalers are maxing out their cash flows devoted to capital expenditures. While that is partly true, investors are forgetting that much of the capital expenditure right now is going toward constructing data centers. It takes years for data centers to come online once announced, and computing units are the last thing to be purchased.\nSo, while capital expenditure growth may not be as easy to come by, the proportion of that spending devoted to computing units will increase dramatically. Other regions of the world (namely, Europe) haven't even started on AI infrastructure, so this could be another source of growth.\nThis bodes well for Nvidia's future, and investors should use this low price as their opportunity to load up before the market realizes it will deliver strong growth again in 2027 and beyond.\nBefore you buy stock in Nvidia, consider this:\nThe Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.\nConsider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*\nNow, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.\nSee the 10 stocks »\n*Stock Advisor returns as of March 14, 2026.\nKeithen Drury has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.\n1 Clear Signal That Nvidia's Stock Is Primed to Skyrocket was originally published by The Motley Fool",
        "link": "https://finance.yahoo.com/news/1-clear-signal-nvidias-stock-025000912.html",
        "published": "2026-03-15 11:32:58",
        "summary": "Nvidia's stock is priced at nearly the same level as the broader market.",
        "scraped_at": "2026-03-15 11:32:58"
    },
    {
        "title": "1 Clear Signal That Nvidia's Stock Is Primed to Skyrocket Nvidia's stock is priced at nearly the same level as the broader market.",
        "body": "Nvidia (NASDAQ: NVDA) has made investors a ton of money over the past few years. If you invested $10,000 into it at the start of 2023, that investment is now worth $125,000. That's an incredible return on investment. While Nvidia won't be able to repeat that growth rate over the next three years, it has what it takes to outperform the market.\nI think there's one clear signal investors can't ignore about Nvidia's stock, and they should heed it and scoop up shares before the rest of the market catches on.\nWill AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an \"Indispensable Monopoly\" providing the critical technology Nvidia and Intel both need. Continue »\nNvidia's stock has somehow gotten the stigma that it's expensive, but that couldn't be further from the case. Right now, it trades at 22.1 times forward earnings, nearly the same price-to-earnings ratio as the S&P 500, which trades at 21.7 times forward earnings.\nNormally, market-average premiums are reserved for stocks growing at a market-average pace, but that's not Nvidia. In its last quarter, it grew revenue by 73%. For this quarter, management expects 77% growth. Normally, the market grows at about a 10% pace each year, so this is a massive mismatch.\nThe current price tag on Nvidia's stock assumes that it will have a strong year, but will revert to market-average growth in 2027. But I don't think that's true.\nNvidia projects that global data center capital expenditures will reach $3 trillion to $4 trillion by 2030. McKinsey & Company offered a similar projection, estimating that it will take $7 trillion in cumulative spend by 2030 to meet demand for artificial intelligence (AI). That clearly indicates growth for Nvidia will last for multiple years past 2026, crushing the bear case on the stock.\nOne common misconception out there is that Nvidia cannot grow because AI hyperscalers are maxing out their cash flows devoted to capital expenditures. While that is partly true, investors are forgetting that much of the capital expenditure right now is going toward constructing data centers. It takes years for data centers to come online once announced, and computing units are the last thing to be purchased.\nSo, while capital expenditure growth may not be as easy to come by, the proportion of that spending devoted to computing units will increase dramatically. Other regions of the world (namely, Europe) haven't even started on AI infrastructure, so this could be another source of growth.\nThis bodes well for Nvidia's future, and investors should use this low price as their opportunity to load up before the market realizes it will deliver strong growth again in 2027 and beyond.\nBefore you buy stock in Nvidia, consider this:\nThe Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.\nConsider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*\nNow, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.\nSee the 10 stocks »\n*Stock Advisor returns as of March 14, 2026.\nKeithen Drury has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.\n1 Clear Signal That Nvidia's Stock Is Primed to Skyrocket was originally published by The Motley Fool",
        "link": "https://finance.yahoo.com/news/1-clear-signal-nvidias-stock-025000912.html",
        "published": "2026-03-15 11:33:01",
        "summary": "Nvidia's stock is priced at nearly the same level as the broader market.",
        "scraped_at": "2026-03-15 11:33:01"
    },
    {
        "title": "",
        "body": "It has been a frustrating start to 2026 for Microsoft (NASDAQ: MSFT) investors. Year to date, the stock has fallen about 18%. Even worse, the stock is down about 29% from a 52-week high of $555.45.\nThe tech stock's decline comes as many software stocks take a beating amid investor caution over evolving risks in an era of artificial intelligence (AI).\nWill AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an \"Indispensable Monopoly\" providing the critical technology Nvidia and Intel both need. Continue »\nPreviously, I viewed this pullback as a potential opportunity. After all, the underlying business continues to do very well. In its fiscal Q2, for instance, Microsoft's revenue rose 17% year over year, and operating income rose 21% to $38.3 billion.\nBut after thinking more about the competitive landscape and the details of Microsoft's recent earnings report, I've changed my mind. I now believe the risk of further multiple compression is greater than I previously anticipated. That said, AI is only part of the threat I'm concerned about. My bigger concern is the wide range of ways Microsoft's business could be flanked from all sides in the coming years.\nOn the surface, demand for Microsoft's AI-capable cloud computing looks virtually unstoppable.\nIn its fiscal second quarter, Microsoft said its commercial remaining performance obligations (RPOs) rose 110% year over year to $625 billion. This metric, which represents the dollar value of contracted commercial work not yet recognized as revenue, is a key indicator of demand.\nBut there are glaring risks hidden in this massive number.\nFirst, a huge portion -- 45% to be exact -- of Microsoft's commercial backlog comes from a single customer: OpenAI. When you strip out OpenAI, Microsoft's commercial RPOs are growing much slower, at a rate of 28% year over year.\nSecond, this backlog will take substantial time to convert into actual revenue. Microsoft said only 25% of its total commercial RPOs are expected to be recognized in the next 12 months.\nFurther, despite the surging backlog, Microsoft's \"Azure and other cloud services\" revenue actually decelerated in fiscal Q2, growing 38% year over year in constant currency, down from 39% the prior quarter.\nThis deceleration is occurring while Microsoft's capital expenditures are soaring, reaching $37.5 billion in fiscal Q2 -- up 66% year over year.\nThe company is spending aggressively to support this backlog, but relying so heavily on one partner for future contracted revenue while cloud growth decelerates is a tough setup for investors to buy into.\nBeyond the backlog, Microsoft faces intensifying pressure from its big-tech peers.\nAmazon (NASDAQ: AMZN) remains the clear leader in cloud computing, and its Amazon Web Services (AWS) segment is seeing accelerating momentum. Amazon's fourth-quarter AWS revenue rose 24% year over year to $35.6 billion. This was up from 20% year-over-year AWS revenue growth in Q3.\nMeanwhile, Alphabet's (NASDAQ: GOOG)(NASDAQ: GOOGL) Google Cloud is growing even faster. In its fourth quarter, Alphabet's cloud computing business saw revenue soar 48% year over year.\nAnd while this potential threat is more speculative, the biggest long-term threat to Microsoft might be a demographic shift in the enterprise sector.\nMicrosoft has long relied on its entrenched enterprise usage as its primary moat. But what will happen when a generation that grew up on Google products comes into more executive roles over time? Alphabet already dominates search and boasts massive market share with its own productivity suite, including Google Docs, Google Sheets, and Google Slides. Alphabet's Google Chrome and Gmail also command more market share than Microsoft's Edge and Outlook, respectively.\nThen, of course, there's the growing popularity of Alphabet's generative AI, Gemini.\nAt a price-to-earnings ratio of about 25 as of this writing, Microsoft's valuation doesn't look very expensive on the surface.\nBut a valuation like this still requires the company to maintain its competitive moat, successfully monetize its massive AI capital expenditures, and maintain its lucrative profit margin in its software business.\nIf Microsoft loses enterprise market share to Alphabet, or if the economics of its OpenAI-heavy backlog prove poor and weigh on margins, the stock could face a meaningful rerating.\nMicrosoft is undoubtedly a spectacular business. But the tech landscape is shifting rapidly. At a time when tech giants are spending aggressively, Microsoft is at risk of losing its competitive advantage and, in turn, losing some of its pricing power.\nMy new take on the stock? Don't buy the dip.\nIf the stock fell to a level that gave it a price-to-earnings ratio of around 18 to 20, I might reconsider my stance.\nBefore you buy stock in Microsoft, consider this:\nThe Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Microsoft wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.\nConsider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*\nNow, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.\nSee the 10 stocks »\n*Stock Advisor returns as of March 14, 2026.\nDaniel Sparks and his clients have no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, and Microsoft. The Motley Fool has a disclosure policy.\nWhy I've Changed My Mind on Microsoft Stock was originally published by The Motley Fool",
        "link": "https://finance.yahoo.com/news/why-ive-changed-mind-microsoft-022000686.html",
        "published": "2026-03-15 11:33:04",
        "summary": "The software giant's competitive advantages may be more threatened than I previously thought.",
        "scraped_at": "2026-03-15 11:33:04"
    },
    {
        "title": "Why I've Changed My Mind on Microsoft Stock The software giant's competitive advantages may be more threatened than I previously thought.",
        "body": "It has been a frustrating start to 2026 for Microsoft (NASDAQ: MSFT) investors. Year to date, the stock has fallen about 18%. Even worse, the stock is down about 29% from a 52-week high of $555.45.\nThe tech stock's decline comes as many software stocks take a beating amid investor caution over evolving risks in an era of artificial intelligence (AI).\nWill AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an \"Indispensable Monopoly\" providing the critical technology Nvidia and Intel both need. Continue »\nPreviously, I viewed this pullback as a potential opportunity. After all, the underlying business continues to do very well. In its fiscal Q2, for instance, Microsoft's revenue rose 17% year over year, and operating income rose 21% to $38.3 billion.\nBut after thinking more about the competitive landscape and the details of Microsoft's recent earnings report, I've changed my mind. I now believe the risk of further multiple compression is greater than I previously anticipated. That said, AI is only part of the threat I'm concerned about. My bigger concern is the wide range of ways Microsoft's business could be flanked from all sides in the coming years.\nOn the surface, demand for Microsoft's AI-capable cloud computing looks virtually unstoppable.\nIn its fiscal second quarter, Microsoft said its commercial remaining performance obligations (RPOs) rose 110% year over year to $625 billion. This metric, which represents the dollar value of contracted commercial work not yet recognized as revenue, is a key indicator of demand.\nBut there are glaring risks hidden in this massive number.\nFirst, a huge portion -- 45% to be exact -- of Microsoft's commercial backlog comes from a single customer: OpenAI. When you strip out OpenAI, Microsoft's commercial RPOs are growing much slower, at a rate of 28% year over year.\nSecond, this backlog will take substantial time to convert into actual revenue. Microsoft said only 25% of its total commercial RPOs are expected to be recognized in the next 12 months.\nFurther, despite the surging backlog, Microsoft's \"Azure and other cloud services\" revenue actually decelerated in fiscal Q2, growing 38% year over year in constant currency, down from 39% the prior quarter.\nThis deceleration is occurring while Microsoft's capital expenditures are soaring, reaching $37.5 billion in fiscal Q2 -- up 66% year over year.\nThe company is spending aggressively to support this backlog, but relying so heavily on one partner for future contracted revenue while cloud growth decelerates is a tough setup for investors to buy into.\nBeyond the backlog, Microsoft faces intensifying pressure from its big-tech peers.\nAmazon (NASDAQ: AMZN) remains the clear leader in cloud computing, and its Amazon Web Services (AWS) segment is seeing accelerating momentum. Amazon's fourth-quarter AWS revenue rose 24% year over year to $35.6 billion. This was up from 20% year-over-year AWS revenue growth in Q3.\nMeanwhile, Alphabet's (NASDAQ: GOOG)(NASDAQ: GOOGL) Google Cloud is growing even faster. In its fourth quarter, Alphabet's cloud computing business saw revenue soar 48% year over year.\nAnd while this potential threat is more speculative, the biggest long-term threat to Microsoft might be a demographic shift in the enterprise sector.\nMicrosoft has long relied on its entrenched enterprise usage as its primary moat. But what will happen when a generation that grew up on Google products comes into more executive roles over time? Alphabet already dominates search and boasts massive market share with its own productivity suite, including Google Docs, Google Sheets, and Google Slides. Alphabet's Google Chrome and Gmail also command more market share than Microsoft's Edge and Outlook, respectively.\nThen, of course, there's the growing popularity of Alphabet's generative AI, Gemini.\nAt a price-to-earnings ratio of about 25 as of this writing, Microsoft's valuation doesn't look very expensive on the surface.\nBut a valuation like this still requires the company to maintain its competitive moat, successfully monetize its massive AI capital expenditures, and maintain its lucrative profit margin in its software business.\nIf Microsoft loses enterprise market share to Alphabet, or if the economics of its OpenAI-heavy backlog prove poor and weigh on margins, the stock could face a meaningful rerating.\nMicrosoft is undoubtedly a spectacular business. But the tech landscape is shifting rapidly. At a time when tech giants are spending aggressively, Microsoft is at risk of losing its competitive advantage and, in turn, losing some of its pricing power.\nMy new take on the stock? Don't buy the dip.\nIf the stock fell to a level that gave it a price-to-earnings ratio of around 18 to 20, I might reconsider my stance.\nBefore you buy stock in Microsoft, consider this:\nThe Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Microsoft wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.\nConsider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*\nNow, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.\nSee the 10 stocks »\n*Stock Advisor returns as of March 14, 2026.\nDaniel Sparks and his clients have no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, and Microsoft. The Motley Fool has a disclosure policy.\nWhy I've Changed My Mind on Microsoft Stock was originally published by The Motley Fool",
        "link": "https://finance.yahoo.com/news/why-ive-changed-mind-microsoft-022000686.html",
        "published": "2026-03-15 11:33:07",
        "summary": "The software giant's competitive advantages may be more threatened than I previously thought.",
        "scraped_at": "2026-03-15 11:33:07"
    },
    {
        "title": "",
        "body": "If you're thinking about investing in USA Rare Earth (NASDAQ: USAR), you need to consider the risk you're taking on with this speculative stock. The company's recent agreement with the U.S. government and its strategic positioning in providing rare-earth magnets for domestic consumption are the keys to understanding the investment case.\nLet's take a closer look.\nWill AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an \"Indispensable Monopoly\" providing the critical technology Nvidia and Intel both need. Continue »\nUSA Rare Earth's agreement resulted in $277 million in federal funding, a $1.3 billion loan under the CHIPS Act, and $1.5 billion in private investment. All of this funding helps the company accelerate the execution of its plan to develop rare-earth magnet production at its Stillwater plant in 2026 and then begin commercial production at its Round Top deposit in Texas in 2028.\nRound Top, as opposed to, say, MP Materials' Mountain Pass, is rich in heavy rare-earth elements (HREEs), which command significantly more pricing than light rare-earth elements. China dominates the global market for rare-earth magnet production, contributing 94% of magnet manufacturing in 2024, but when it comes to HREEs, including dysprosium and terbium, its share of magnet manufacturing is 99%.\nManagement wasted no time setting financial targets after the deal was struck, and investors now have useful parameters with which to value the stock.\nIf management hits its projections, the stock will start to look extremely undervalued. Throw in a positive outlook for HREE pricing, given the paucity of non-Chinese supply and HREE's critical importance to the defense, renewable energy, and electric vehicle industries, and the stock could make you rich.\nUSA Rare Earth Metric\nFinancial Target by 2030\nValuation Metric\nValuation Based on Current Market Cap*\nRevenue\n$2.6 billion\nPrice-to-sales\n1.7\nEarnings before interest, taxation, depreciation, and amortization (EBITDA)\n$1.2 billion\nEnterprise value-to-EBITDA\n3.6\nFree cash flow (FCF)\n$900 million\nPrice to FCF\n4.8\nData source: USA Rare Earth presentations. *Based on market cap and enterprise value (market cap plus net debt) of $4.34 billion.\nBut the company needs to execute on its plan to develop a world-class magnet manufacturing facility, to commercially develop Round Top, and to secure non-Chinese sources of rare-earth elements for Stillwater, even after Round Top starts production. While all of this is going on, shareholders will be hoping there's no need for future funding, which could dilute their existing claim to earnings and cash flow.\nIn a nutshell, the stock is attractive and helps address a critical need for HREE in U.S. manufacturing, but there's a long way to go before it hits its goals.\nBefore you buy stock in USA Rare Earth, consider this:\nThe Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and USA Rare Earth wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.\nConsider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*\nNow, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.\nSee the 10 stocks »\n*Stock Advisor returns as of March 14, 2026.\nLee Samaha has no position in any of the stocks mentioned. The Motley Fool recommends MP Materials. The Motley Fool has a disclosure policy.\nCould Buying USA Rare Earth Stock Today Set You Up for Life? was originally published by The Motley Fool",
        "link": "https://finance.yahoo.com/news/could-buying-usa-rare-earth-015000160.html",
        "published": "2026-03-15 11:33:11",
        "summary": "The stock may well suit enterprising investors willing to tolerate significant risk.",
        "scraped_at": "2026-03-15 11:33:11"
    },
    {
        "title": "Could Buying USA Rare Earth Stock Today Set You Up for Life? The stock may well suit enterprising investors willing to tolerate significant risk.",
        "body": "If you're thinking about investing in USA Rare Earth (NASDAQ: USAR), you need to consider the risk you're taking on with this speculative stock. The company's recent agreement with the U.S. government and its strategic positioning in providing rare-earth magnets for domestic consumption are the keys to understanding the investment case.\nLet's take a closer look.\nWill AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an \"Indispensable Monopoly\" providing the critical technology Nvidia and Intel both need. Continue »\nUSA Rare Earth's agreement resulted in $277 million in federal funding, a $1.3 billion loan under the CHIPS Act, and $1.5 billion in private investment. All of this funding helps the company accelerate the execution of its plan to develop rare-earth magnet production at its Stillwater plant in 2026 and then begin commercial production at its Round Top deposit in Texas in 2028.\nRound Top, as opposed to, say, MP Materials' Mountain Pass, is rich in heavy rare-earth elements (HREEs), which command significantly more pricing than light rare-earth elements. China dominates the global market for rare-earth magnet production, contributing 94% of magnet manufacturing in 2024, but when it comes to HREEs, including dysprosium and terbium, its share of magnet manufacturing is 99%.\nManagement wasted no time setting financial targets after the deal was struck, and investors now have useful parameters with which to value the stock.\nIf management hits its projections, the stock will start to look extremely undervalued. Throw in a positive outlook for HREE pricing, given the paucity of non-Chinese supply and HREE's critical importance to the defense, renewable energy, and electric vehicle industries, and the stock could make you rich.\nUSA Rare Earth Metric\nFinancial Target by 2030\nValuation Metric\nValuation Based on Current Market Cap*\nRevenue\n$2.6 billion\nPrice-to-sales\n1.7\nEarnings before interest, taxation, depreciation, and amortization (EBITDA)\n$1.2 billion\nEnterprise value-to-EBITDA\n3.6\nFree cash flow (FCF)\n$900 million\nPrice to FCF\n4.8\nData source: USA Rare Earth presentations. *Based on market cap and enterprise value (market cap plus net debt) of $4.34 billion.\nBut the company needs to execute on its plan to develop a world-class magnet manufacturing facility, to commercially develop Round Top, and to secure non-Chinese sources of rare-earth elements for Stillwater, even after Round Top starts production. While all of this is going on, shareholders will be hoping there's no need for future funding, which could dilute their existing claim to earnings and cash flow.\nIn a nutshell, the stock is attractive and helps address a critical need for HREE in U.S. manufacturing, but there's a long way to go before it hits its goals.\nBefore you buy stock in USA Rare Earth, consider this:\nThe Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and USA Rare Earth wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.\nConsider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!*\nNow, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.\nSee the 10 stocks »\n*Stock Advisor returns as of March 14, 2026.\nLee Samaha has no position in any of the stocks mentioned. The Motley Fool recommends MP Materials. The Motley Fool has a disclosure policy.\nCould Buying USA Rare Earth Stock Today Set You Up for Life? was originally published by The Motley Fool",
        "link": "https://finance.yahoo.com/news/could-buying-usa-rare-earth-015000160.html",
        "published": "2026-03-15 11:33:14",
        "summary": "The stock may well suit enterprising investors willing to tolerate significant risk.",
        "scraped_at": "2026-03-15 11:33:14"
    }
]