Market Valuation, Inflation and Treasury Yields: February 2026 — Neutral
VBIL VGIT VGLT ETF Trends — March 05, 2026Our 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.
Advisors Seek Active ETFs as Market Concentration Rises — Positive
TCAF TCHP ETF Trends — March 05, 2026Financial 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.
Leverage Broadcom Guidance Beat and Nvidia OpenAI Strategy — Positive
AVL AVS NVDD NVDU ETF Trends — March 05, 2026The 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.
Robbins LLP Urges INO Stockholders Who Lost Money Investing in Inovio Pharmaceuticals, Inc. to Contact the Firm for Information About Leading the Class Action — Neutral
INO GlobeNewsWire — March 05, 2026SAN 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”).
VOE Seems Best In Its Peers As Mid Cap Value Is Outshining In 2026 — Positive
VOE Seeking Alpha — March 05, 2026Vanguard 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.
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, 2026WTI crude has rallied higher this month, recovering from a December 2025 trough of $55.44 to sit near $81 per barrel.
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.
AM Best Removes From Under Review With Positive Implications and Affirms Credit Ratings of Palomar Casualty and Surety Company — Neutral
PLMR Business Wire — March 05, 2026OLDWICK, 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.
Turkcell Iletisim Hizmetleri A.S. (TKC) Q4 2025 Earnings Call Transcript — Neutral
TKC Seeking Alpha — March 05, 2026Turkcell Iletisim Hizmetleri A.S. (TKC) Q4 2025 Earnings Call Transcript
ImmuCell Corporation (ICCC) Q4 2025 Earnings Call Transcript — Neutral
ICCC Seeking Alpha — March 05, 2026ImmuCell Corporation (ICCC) Q4 2025 Earnings Call Transcript
Global Water Resources, Inc. (GWRS) Q4 2025 Earnings Call Transcript — Neutral
GWRS Seeking Alpha — March 05, 2026Global Water Resources, Inc. (GWRS) Q4 2025 Earnings Call Transcript
Mistras Group, Inc. (MG) Q4 2025 Earnings Call Transcript — Neutral
MG Seeking Alpha — March 05, 2026Mistras Group, Inc. (MG) Q4 2025 Earnings Call Transcript
Dan Ives: Bullish on Data Centers, PLTR & MSFT "Garage Sale Prices," NVDA AI King — Positive
MSFT NVDA PLTR Schwab Network — March 05, 2026Wedbush'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.
Stratasys Files Annual Report on Form 20-F for the Year Ended December 31, 2025 — Neutral
SSYS Business Wire — March 05, 2026MINNETONKA, 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.
US Proposes Rule Requiring Licenses for AI Chip Exports — Neutral
NVDA SMH SOXX Bloomberg Markets and Finance — March 05, 2026The 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.
Why Broadcom's earnings report has Wall Street so upbeat on a bad day for chip stocks — Positive
AVGO Market Watch — March 05, 2026Shares 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.
CorMedix Inc. (CRMD) Q4 2025 Earnings Call Transcript
Robbins LLP Urges KD Stockholders Who Lost Money Investing in Kyndryl Holdings, Inc. to Contact the Firm for Information About Leading the Class Action — Neutral
KD GlobeNewsWire — March 05, 2026SAN 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.
$DSGR: Distribution Solutions Group Investigated for Securities Fraud; Block & Leviton Encourages Investors Who Have Lost Money to Contact the Firm — Neutral
DSGR GlobeNewsWire — March 05, 2026Block & Leviton is investigating Distribution Solutions Group ($DSGR) for potential securities fraud. Investors should contact the firm to recover losses.
Buy the Dip on This Bank Stock, Says Long-Term Signal — Positive
MS Schaeffers Research — March 05, 2026As Wall Street sifts through the red ink this week , long-term signals are sounding left and right.