Market Valuation, Inflation and Treasury Yields: February 2026 — Neutral

VBIL  VGIT  VGLT   ETF Trends — March 05, 2026

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, a key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.

image for news Market Valuation, Inflation and Treasury Yields: February 2026

Advisors Seek Active ETFs as Market Concentration Rises — Positive

TCAF  TCHP   ETF Trends — March 05, 2026

Financial advisors are turning to active ETFs as a solution to navigating concentrated markets. Recent survey data reveals that fundamental research and strong performance top their priority lists.

image for news Advisors Seek Active ETFs as Market Concentration Rises

Leverage Broadcom Guidance Beat and Nvidia OpenAI Strategy — Positive

AVL  AVS  NVDD  NVDU   ETF Trends — March 05, 2026

The semiconductor industry remains the epicenter of market volatility and growth in 2026 thanks to an insatiable demand for hardware as the artificial intelligence (AI) buildout continues.

image for news Leverage Broadcom Guidance Beat and Nvidia OpenAI Strategy

SAN DIEGO, March 05, 2026 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all persons that purchased or otherwise acquired Inovio Pharmaceuticals, Inc. (NASDAQ: INO) securities between October 10, 2023 and December 26, 2025. Inovio is a biotechnology company focused on the discovery, development, and commercialization of DNA medicines to treat and protect people from diseases associated with, inter alia, human papillomavirus (“HPV”).

image for news Robbins LLP Urges INO Stockholders Who Lost Money Investing in Inovio Pharmaceuticals, Inc. to Contact the Firm for Information About Leading the Class Action

VOE Seems Best In Its Peers As Mid Cap Value Is Outshining In 2026 — Positive

VOE   Seeking Alpha — March 05, 2026

Vanguard Mid-Cap Value Index Fund ETF is outperforming large-cap and mid-cap peers, driven by value sector strength and favorable market conditions. VOE benefits from diversified exposure to upper-end mid-caps, robust price momentum, a low expense ratio (0.05%), strong liquidity, and an attractive 1.9% dividend yield. The ETF's portfolio is concentrated in stable, established mid-caps across industrials, financials, utilities, and other value-heavy sectors, limiting downside risk.

image for news VOE Seems Best In Its Peers As Mid Cap Value Is Outshining In 2026

The $100 Oil Thesis Is Back and These 3 ETFs Make It Easy to Profit — Positive

FENY  IEO  XLE   24/7 Wall Street — March 05, 2026

WTI crude has rallied higher this month, recovering from a December 2025 trough of $55.44 to sit near $81 per barrel.

image for news The $100 Oil Thesis Is Back and These 3 ETFs Make It Easy to Profit

Broadcom: Like Buying Nvidia In May 2023 — Positive

AVGO  NVDA   Seeking Alpha — March 05, 2026

Broadcom Inc. reported Q1 '26 results after the bell on Wednesday, guiding for explosive AI-related revenue growth, including $100B AI chip revenue target for 2027. AI ASIC demand from six major customers, including Google, Meta, Anthropic, and OpenAI, underpins AVGO's long-term growth trajectory and cost advantage over Nvidia. Valuation multiples have compressed while growth has accelerated. Broadcom now trades at forward EV/Sales of 15.36x compared to 31.59x last print.

image for news Broadcom: Like Buying Nvidia In May 2023

OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--AM Best has removed from under review with positive implications and affirmed the Financial Strength Rating of A- (Excellent) and the Long-Term Issuer Credit Rating of “a-” (Excellent) of Palomar Casualty and Surety Company (PCSC) (Metairie, LA). The outlook assigned to these Credit Ratings (ratings) is positive. The ratings reflect PCSC's balance sheet strength, which AM Best assesses as very strong, as well as its adequate operating performance, limited busines.

image for news AM Best Removes From Under Review With Positive Implications and Affirms Credit Ratings of Palomar Casualty and Surety Company

Turkcell Iletisim Hizmetleri A.S. (TKC) Q4 2025 Earnings Call Transcript — Neutral

TKC   Seeking Alpha — March 05, 2026

Turkcell Iletisim Hizmetleri A.S. (TKC) Q4 2025 Earnings Call Transcript

image for news Turkcell Iletisim Hizmetleri A.S. (TKC) Q4 2025 Earnings Call Transcript

ImmuCell Corporation (ICCC) Q4 2025 Earnings Call Transcript — Neutral

ICCC   Seeking Alpha — March 05, 2026

ImmuCell Corporation (ICCC) Q4 2025 Earnings Call Transcript

image for news ImmuCell Corporation (ICCC) Q4 2025 Earnings Call Transcript

Global Water Resources, Inc. (GWRS) Q4 2025 Earnings Call Transcript — Neutral

GWRS   Seeking Alpha — March 05, 2026

Global Water Resources, Inc. (GWRS) Q4 2025 Earnings Call Transcript

image for news Global Water Resources, Inc. (GWRS) Q4 2025 Earnings Call Transcript

Mistras Group, Inc. (MG) Q4 2025 Earnings Call Transcript — Neutral

MG   Seeking Alpha — March 05, 2026

Mistras Group, Inc. (MG) Q4 2025 Earnings Call Transcript

image for news Mistras Group, Inc. (MG) Q4 2025 Earnings Call Transcript

Wedbush's tech ultra-bull, Dan Ives, returns to the Watch List to talk all things AI. When it comes to the data center story, he believes the Trump administration's push to make hyperscalers "pay the electricity bill" is beneficial on a monetary and community sentiment level.

image for news Dan Ives: Bullish on Data Centers, PLTR & MSFT "Garage Sale Prices," NVDA AI King

MINNETONKA, Minn. & REHOVOT, Israel--(BUSINESS WIRE)--Stratasys Ltd. (Nasdaq: SSYS), announced today that it has filed its annual report on Form 20-F for the fiscal year ended December 31, 2025 with the U.S. Securities and Exchange Commission (the “SEC”). The annual report on Form 20-F, which contains Stratasys' audited annual financial statements for 2025, can be accessed on the SEC's website at http://www.sec.gov, as well as via the Company's investor relations website at http://investors.str.

image for news Stratasys Files Annual Report on Form 20-F for the Year Ended December 31, 2025

US Proposes Rule Requiring Licenses for AI Chip Exports — Neutral

NVDA  SMH  SOXX   Bloomberg Markets and Finance — March 05, 2026

The US government drafted a rule requiring export licenses for AI chip shipments, including those from major companies like Nvidia and AMD, to all countries worldwide. Ed Ludlow has more on "Bloomberg Markets.

image for news US Proposes Rule Requiring Licenses for AI Chip Exports

Shares of Broadcom were climbing on Thursday, as investors looked to the company's strong earnings report and upbeat outlook for its custom chip business to distract them from a broad selloff in the chip sector as well as in the overall stock market.

image for news Why Broadcom's earnings report has Wall Street so upbeat on a bad day for chip stocks

CorMedix Inc. (CRMD) Q4 2025 Earnings Call Transcript — Neutral

CRMD   Seeking Alpha — March 05, 2026

CorMedix Inc. (CRMD) Q4 2025 Earnings Call Transcript

image for news CorMedix Inc. (CRMD) Q4 2025 Earnings Call Transcript

SAN DIEGO, March 05, 2026 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Kyndryl Holdings, Inc. (NYSE: KD) securities between August 7, 2024 and February 9, 2026. Kyndryl describes itself as a “technology services company, which engages in the provision of infrastructure services.

image for news Robbins LLP Urges KD Stockholders Who Lost Money Investing in Kyndryl Holdings, Inc. to Contact the Firm for Information About Leading the Class Action

Block & Leviton is investigating Distribution Solutions Group ($DSGR) for potential securities fraud. Investors should contact the firm to recover losses.

image for news $DSGR: Distribution Solutions Group Investigated for Securities Fraud; Block & Leviton Encourages Investors Who Have Lost Money to Contact the Firm

Buy the Dip on This Bank Stock, Says Long-Term Signal — Positive

MS   Schaeffers Research — March 05, 2026

As Wall Street sifts through the red ink this week , long-term signals are sounding left and right.

image for news Buy the Dip on This Bank Stock, Says Long-Term Signal