Equities News

In an interview with Stocktwits, CEO Martin Hoffmann outlined expansion plans, the company’s LightSpray production, and the benefits of full-price sales.

Wall Street remains split on whether AI will accelerate Salesforce’s growth or pressure traditional SaaS models, with Agentforce seen as a key test.

The Futurum Group CEO Daniel Newman said Hims is the “most likely public company play” for peptides at scale.

The founder criticized traditional chemotherapy approaches from Amgen and Bristol Myers and hyped up the mechanism behind Anktiva.

The CLARITY Act missed its March 1 deadline, with no updates on when the next round of talks are scheduled to happen or if another deadline has been put in place.

A Reuters report highlighted rising UK, Canadian and EU interest in Greenland mining, where CRML owns the Tanbreez rare-earth project, one of the world’s largest deposits

Drone stocks had witnessed a surge from the U.S. and Israel attacking Iran, but investors were concerned about AVAV losing steam following the SCAR Program opening up for bidding again.

War-driven demand and Wall Street upgrades have buoyed PLTR stock.

Crypto-linked stocks rallied on Monday as Bitcoin climbed toward the $70,000 level.

Mortgage rates have remained higher due to inflation and rising prices across the board in recent years, driven by Trump tariffs and post-pandemic constraints.

Shares fell after the company projected first-quarter adjusted earnings of $1.15 to $1.19 per share, below estimates.

Shift4 Payments' fourth-quarter results did not impress investors, but Jared Isaacman’s stock purchase has boosted optimism.

WTI hovered near $71 and Brent near $78 after threats to close the Strait of Hormuz.

Lidar maker crushes Q4 estimates with triple-digit revenue growth and a royalty windfall, sending Stocktwits sentiment to ‘extremely bullish.’

Investors now await Fed speeches, CrowdStrike and Target earnings, and a week of economic data capped by Friday’s jobs report.

Revenue for the year ended Dec. 31, 2025, grew 35.7% to $101.4 million, compared to analysts’ expectations of $99.68 million in revenue.

Archer Aviation reported a rise in expenses in Q4 2025 compared to Q3 2025, primarily driven by $36.1 million increase in non-cash stock-based compensation expenses, and other spends related to growing headcount and supply chain efforts.

The company said that Jose Luis Crespo will assume the role of Chief Executive Officer effective March 2, 2026.

Net loss per share for the fourth quarter came at $0.26 per share, compared to loss of $0.18 per share from the year-ago quarter.

In a Form 4 filing, the company reported that CEO Anthony Noto had bought 56,000 shares of SoFi Technologies on March 2, 2026.

According to a report from Bloomberg, citing people familiar with the matter, the Trump administration is speaking about implementing a limit of 75,000 Nvidia’s H200 chips per Chinese customer.

Senior Director, Manufacturing at Giga Berlin, Andre Thierig, said that the company paused production in early 2025 to allow for a shift in production lines to the revamped version of the Model Y.

Iran’s Revolutionary Guards commander has reportedly said that the Strait of Hormuz is closed, The Guardian reported. citing Iranian state media.

“I think the recent Iran situation puts the Fed even more on hold, more reluctant to cut rates than they were before this happened,” Yellen said, according to a Bloomberg report.

CEO of JPMorgan Chase & Co. Jamie Dimon said in a CNBC interview that while the war had increased gas prices a little, but if not prolonged, it would not be a major inflationary hit, Dimon said.

The U.S. and Israel’s attack on Iran over the weekend, and retaliatory strikes by Iran in the Gulf region has put defense-related stocks in focus, with several rallying in anticipation that the war is expected to last weeks.

Nvidia announced on Monday that it was partnering with Coherent to develop optics technologies to scale data center infrastructure.

Pulmatrix said that Cullgen notified it of the termination of the deal between them on Feb. 28.

In a post on X, Munster noted the improved storage and advanced chip capabilities on iPhone 17e compared to iPhone 16e‌, but said the similar starting price would draw in more price-conscious customers to the new version.

American Airlines shares fell 4% on Monday, tracking broader travel stocks, which declined amid escalating conflict in the Middle East and rising crude prices.

The company announced that its board adopted a limited-duration shareholder rights plan following Constellation Software's substantial increase in its stake in the company.

Raymond James downgraded AeroVironment to ‘Underperform’ from ‘Strong Buy’ and removed the firm's prior $348 price target, as per TheFly.

Despite spot gold prices rising on Monday, mining stocks Newmont and Barrick were trading in the red.

The President added that while the U.S. has projected a timeline of four to five weeks for the Iran mission, the country has the capability to extend it far longer.

Tilray said that it has acquired the BrewDog brand and related intellectual property, UK brewing operations and eleven strategic brewpubs in the United Kingdom and Ireland.

RBC Capital analyst Srini Pajjuri lowered the price target on Broadcom to $340 from $370 and maintained a ‘Sector Perform’ rating on its shares.

During an interview with CNBC, Eisman downplayed the impact of the Iran conflict, stating that it could be “very, very positive” in the long term for equity markets.

Strategy announced that it sold approximately 71,590 preferred shares, raising $7.1 million from the sale.

According to a Reuters report, CEO David Ellison emphasized that there are no current plans to sell or spin off any cable networks following the $110 billion deal.

The analyst stated that the escalation of tensions in the Middle East is “unlikely to stick for long” due to political calendars, with the U.S. midterm elections slated for November 2026.

The latest iPhone will be open for pre-order on March 4 and arrive in stores on March 11.

Aardvark Therapeutics shares saw brokerage downgrades after the company paused its Phase 3 trial to treat hyperphagia in patients with Prader-Willi syndrome.

Summary: Ondas to partner with World View Enterprises to develop surveillance and counter-drone technologies for U.S. Defense and Homeland Security Agencies

Qatar’s Ministry of Defense on Monday confirmed that it was attacked by two drones from Iran.

The move sent Lumentum and Coherent stocks sharply higher early Monday.

The company has opened a new integrated headquarters in Florida for drone testing and non-lethal response training.

The company announced that the U.S. FDA lifted a clinical hold on its Phase 3 trial of ATTR-CM treatment drug.

Under the deal, Trafigura will purchase roughly 0.5 million tonnes per year of LNG from Venture Global for a five-year period starting in 2026.

Bitmine Immersion Technologies’ chairman, Tom Lee, told CNBC that BMNR will continue buying between $50 million and $100 million of Ethereum every week.

uniQure said the FDA does not agree that Phase I/II data are sufficient to serve as primary evidence of effectiveness for a marketing application for its Huntington’s disease gene therapy, AMT-130.