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JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon talks about the impact of the Iran war on markets, risks to the economy, how his workers are adopting AI, credit cycles and inflation. He speaks to Bloomberg's Lisa Abramowicz at company's annual global leveraged-finance conference in Miami Beach.
We expect market reactions to hinge on whether oil flows are disrupted through the Strait of Hormuz. We outline four broad scenarios for potential impacts, from stable supply with increased OPEC output to severe disruptions.
Operation Epic Fury has triggered a knee-jerk rally in oil and gold, but I expect these spikes to be short-lived. De-escalation is increasingly likely, given Iran's weakened position and shared global interests, which could drive oil and gold prices lower.
For the second time this year, U.S. military action over the weekend is ramping up the uncertainty on Wall Street to start a new week. Investors, having been here before, are taking it in stride.
A slow-burning macro shift could quietly erode purchasing power for decades. Massive global capital flows may be setting up a surge in a specific corner of the market. Here's how I'm positioning before this trend becomes obvious to everyone.
Other tech juggernauts jumped in trading including Apple (+0.58%), Microsoft (+1.77%) and Meta (+1.3%). Unsurprisingly, aerospace and defense giants like RTX, formerly known as Raytheon Technologies, and Lockheed Martin popped Monday, trading up 4.5% and 2.6%, respectively.
CNBC's Mike Santoli breaks down how Middle East conflicts have historically impacted the stock market.
The race for quantum supremacy is moving from the lab to the trading floor.
The Investment Committee debate what investors should do with their portfolios following the strikes on Iran over the weekend.
CNBC's "The Exchange" team discusses the Iran conflict, energy markets and more with Mohamed El-Erian, chief economic advisor at Allianz.
Saturday's attack on Iran is sending prices of oil, natural gas, and cargo insurance soaring as stocks are down. The rerouting of supply chains will delay deliveries and raise prices significantly.
Investors are on edge following the U.S. and Israel's attack on Iran. CNBC's Michael Santoli looks at market reactions as investors weigh regional uncertainty and breaks down how similar outbreaks moved prices in the past.
Beyond big tech: Finding opportunities in other sectors. Why the largest sectors are lagging.
If the State Street SPDR Blackstone Senior Loan ETF drops much further, the broader market could take a hard tumble, too.
Nvidia Corporation sold off despite strong earnings, signaling potential market exhaustion and elevated downside risks for the S&P 500 and Mega Cap 7 stocks. Operation Epic Fury and macro headwinds—including yen carry trade unwind, weakening dollar, and high CAPE ratio—raise the probability of a significant market correction.
Mortgage rates and more will be vulnerable to the surge in the 10-year Treasury yield.
By the end of 2025, the US equity market was narrower for longer than during the Technology Bubble. One might think that an extreme market for such a long time might result in some strange valuations and interesting investment opportunities, and it indeed has.
After 9 months of unrelenting gains, the market did the unthinkable in February - it declined in value. For the month of February, the S&P 500 TR Index logged a modest -.75% loss and intra-month volatility ticked up as well.
Four Wall Street experts make their case for why investors should take advantage of the jolt of volatility from this weekend's attack.
The AI Revolution, driven by massive capex from hyperscalers like AMZN, MSFT, GOOG, and META, has propelled equities to historically high valuations. Unlike the Internet Boom, AI infrastructure—especially GPUs—faces rapid obsolescence, with real useful lives likely far shorter than current depreciation schedules suggest.
Sprout Social trades at just over 7x forward earnings and is down 95% from 2021 highs, reflecting deep skepticism about SaaS resilience versus AI disruption. SPT's management is proactively integrating AI to enhance its platform, countering fears of SaaS obsolescence and leveraging a vast data set from two billion daily messages. Insider buying, a robust balance sheet, and potential M&A interest (e.g., Adobe) support a value thesis despite ongoing market concerns about AI replacement risk.
Consolidated revenue of $319.7 million GAAP net income of $144.7 million or $10.27 per diluted share, inclusive of $146.4 million tax benefit to reduce the full valuation allowance against our net deferred tax assets Variable marketing margin (VMM) of $92.0 million Adjusted EBITDA of $36.7 million Adjusted net loss per share of $(0.39) CHARLOTTE, N.C., March 2, 2026 /PRNewswire/ -- LendingTree, Inc. (NASDAQ: TREE), operator of LendingTree.com, the nation's leading online financial services marketplace, today announced results for the quarter ended December 31, 2025.
Prioritizing three key, late-stage clinical programs including Molecular Degrader of Extracellular Proteins (MoDETM) and Targeted Removal of Aberrant Protein (TRAPTM) extracellular protein degradation for immunological diseases, Kv7 ion channel modulation for epilepsy; and myostatin-activin pathway targeting obesity: Inflammation and Immunology: Graves' Disease: First-in-patient clinical experience with IgG MoDE degrader BHV-1300 resulted in complete suppression of disease-causing TSH receptor-stimulating antibodies, normalization of previously elevated thyroid hormones within weeks after dosing a patient with Graves' disease. BHV-1300 has shown the potential for best-in-class reductions of IgG, with maximum reductions of up to an 87% decrease from baseline within weeks of dosing in a study conducted in healthy volunteers.
Fourth Quarter, Full-Year 2025 and Selected Highlights: Record quarterly revenue of $89.1 million, a 33% increase over $66.8 million recorded in the prior-year period Full-Year revenue of $272.3 million, a 36% increase over $199.6 million recorded in 2024 GAAP net income of $6.6 million in Q4 2025, and net loss $5.1 million for 2025 Adjusted EBITDA of $24.2 million in Q4 2025, and $61.9 million for 2025 Generated $43.9 million of operating cash flow in 2025, versus $(22.2) million used in operations in 2024 Cash and cash equivalents of $72.9 million as of December 31, 2025 Full-year 2026 revenue guidance of $350 million to $365 million, including $133 million to $153 million in the first half of 2026 and $203 million to $226 million in the second half of 2026 Full-year 2026 Adjusted EBITDA guidance of $80 million to $100 million A Media Snippet accompanying this announcement is available by clicking on this link. NASHVILLE, Tenn.
SAN FRANCISCO--(BUSINESS WIRE)--Asana, Inc. (NYSE: ASAN) (LTSE: ASAN), the system of action where humans and AI run work together, today reported financial results for its fourth quarter and fiscal year ended January 31, 2026. “FY26 was a year of meaningful progress as we advanced Asana into a multi-product platform and strengthened our position as the foundational system of action layer for the Agentic Enterprise,” said Dan Rogers, Chief Executive Officer of Asana. “We exited Q4 with improving.
All results reported are for continuing operations, unless otherwise noted. Quarterly revenue of $79.7 million, representing an increase of 18% year-over-year Quarterly gross margin of 79.6% and an increase in gross profit of 17% year-over-year Record Active Buyers of 1.65 million, representing an increase of 30% year-over-year Ended the quarter with cash and cash equivalents, restricted cash, and marketable securities of $53.1 million, achieving positive annual total cash flows of $3.1 million for the first time in company history OAKLAND, Calif.
Plug Power Reports Q4 and Full Year 2025 Results with Strong Sales Growth and Margin Expansion - achieved $710 million in revenues and Q4 margin positive,
MENLO PARK, Calif., March 2, 2026 /PRNewswire/ -- GRAIL, Inc. (Nasdaq: GRAL), a healthcare company whose mission is to detect cancer early when it can be cured, today announced that it has granted equity awards in the form of restricted stock units ("RSUs") underlying an aggregate of 19,500 shares of GRAIL's common stock to 20 recently hired non-executive employees as an inducement material to their acceptance of employment with GRAIL.
New York, New York--(Newsfile Corp. - March 2, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Plug Power Inc. (NASDAQ: PLUG) between January 17, 2025 and November 13, 2025, inclusive (the "Class Period"), of the important April 3, 2026 lead plaintiff deadline. SO WHAT: If you purchased Plug Power securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
New York, New York--(Newsfile Corp. - March 2, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Hub Group, Inc. (NASDAQ: HUBG) resulting from allegations that Hub Group may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Hub Group securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.