Wedbush cuts Playtika, but stands firm on AppLovin and Unity after sell-off — Negative
APP PLTK U Proactive Investors — March 02, 2026US broker sees post-earnings declines as overdone for adtech stocks, while mobile gaming group faces cash flow squeeze Wedbush Securities, the US investment bank, has downgraded Playtika, the Israeli mobile games company, to 'neutral' from 'outperform', citing a deepening conflict between its acquisition-related payment obligations and an approaching debt refinancing deadline. The broker's analysts said Playtika faces $734 million in remaining earnout payments linked to its acquisition of SuperPlay, a mobile gaming studio, which it expects to effectively wipe out free cash flow available to equity holders in 2026.
Here is the ‘worst-case scenario' for oil and the Strait of Hormuz — Negative
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP Market Watch — March 02, 2026Oil climbed to its highest price since June on Monday, as conflict in the Middle East brings with it an inherent risk to the world's available crude supplies.
ZoomInfo Technologies Inc. (GTM) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript — Neutral
GTM Seeking Alpha — March 02, 2026ZoomInfo Technologies Inc. (GTM) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript
Incyte Corporation (INCY) Presents at TD Cowen 46th Annual Health Care Conference Transcript — Neutral
INCY Seeking Alpha — March 02, 2026Incyte Corporation (INCY) Presents at TD Cowen 46th Annual Health Care Conference Transcript
News Corporation (NWSA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript — Neutral
NWS NWSA Seeking Alpha — March 02, 2026News Corporation (NWSA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Commerce.com, Inc. (CMRC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript — Neutral
CMRC Seeking Alpha — March 02, 2026Commerce.com, Inc. (CMRC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Fox Corporation (FOXA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript — Neutral
FOX FOXA Seeking Alpha — March 02, 2026Fox Corporation (FOXA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
This Blockchain ETF Is Quietly Becoming an AI Infrastructure Play — Positive
BKCH 24/7 Wall Street — March 02, 2026Most ETFs promise diversification. Global X Blockchain ETF (NYSEARCA:BKCH) takes the opposite approach: concentrated, high-conviction exposure to companies building digital finance infrastructure.
Apple Inc. delivered a double-beat FQ1 2026 earnings, accelerating sales growth to 15.6% year-over-year. Professional and institutional investors maintain heavy exposure to AAPL, with super-investors average holding price of $271 very near the current market price. Under these prices, my projected 5-year total returns range between 30% and 71%, resulting in a well-balanced return/risk profile.
NAVN Class Action Notice: Robbins LLP Reminds Investors of the Lead Plaintiff Deadline in the Navan, Inc. Securities Class Action — Neutral
NAVN GlobeNewsWire — March 02, 2026SAN DIEGO, March 02, 2026 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Navan, Inc. (NASDAQ: NAVN) securities in connection with the Registration Statement, effective October 31, 2025, issued in connection with the Company's initial public offering ("IPO"). Navan provides booking and expense reporting software for business travelers.
Rate Cuts Are Eating Into BIZD's Income and Total Returns Are Suffering — Neutral
BIZD 24/7 Wall Street — March 02, 2026VanEck BDC Income ETF ( NYSEARCA:BIZD ) offers investors access to Business Development Companies, a corner of finance that generates high yields by lending to small and mid-sized private businesses.
RLJ Lodging Trust: One Of The Best High-Yield Opportunities In Today's Market — Positive
RLJ Seeking Alpha — March 02, 2026RLJ Lodging Trust is rated a Strong Buy, offering a sustainable ~7.5% dividend yield with a robust balance sheet and no debt maturities until 2029 following their recent refinancing. RLJ reported strong Q4 results, beating FFO and revenue estimates and issuing solid guidance despite sector headwinds and renovation disruptions. RLJ trades at a significant discount to intrinsic value, with a combined yield of ~10% when factoring in potential buybacks.
Ticketmaster owner Live Nation faces possible breakup as landmark DOJ antitrust trial kicks off — Negative
LYV New York Post — March 02, 2026Ticketmaster parent Live Nation faces a potential antitrust reckoning as a landmark case accusing the music giant of running an illegal monopoly over the live music industry kicks off in Manhattan federal court.
SMR Investor Alert: Kessler Topaz Meltzer & Check, LLP Encourages SMR Investors with Losses to Contact the Firm — Neutral
SMR GlobeNewsWire — March 02, 2026Did you buy SMR Class A common stock between May 13, 2025, and November 6, 2025? Affected NuScale Power Corporation Investor Summary Who: NuScale Power Corporation (NYSE: SMR) What: Securities fraud class action lawsuit filed Class Period: May 13, 2025, through November 6, 2025 Deadline to Seek Lead Plaintiff Status: April 20, 2026 Key Lawsuit Allegations: Material misstatements and/or omissions concerning the company's commercialization strategy for its nuclear power generation projects and development.
HP Inc. (HPQ) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript — Neutral
HPQ Seeking Alpha — March 02, 2026HP Inc. (HPQ) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Acadia Healthcare Company, Inc. (ACHC) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript — Neutral
ACHC Seeking Alpha — March 02, 2026Acadia Healthcare Company, Inc. (ACHC) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript
Amid the chaos of geopolitical tensions and rising Middle East conflict , it can be a comfort to return to quantitative data.
The Top 3 Dividend Stocks I'd Put My Next $5,000 To Work In — Positive
GIS KMB PAYX 24/7 Wall Street — March 02, 2026If you're sitting on $5k and itching to deploy this capital into reliable dividend payers amid this market rotation, I've got three blue-chips which look like screaming buys right now to consider.
Strategy ( MSTR ), formally known as MicroStrategy, is the leading Bitcoin treasury company. Initially, Strategy was a business intelligence and mobile software company.
Orange Bank & Trust Promotes Regional President, Joseph A. Ruhl to Senior Executive Vice President — Neutral
OBT GlobeNewsWire — March 02, 2026MIDDLETOWN, N.Y., March 02, 2026 (GLOBE NEWSWIRE) -- Orange Bank & Trust Company (the “Bank”), the banking subsidiary of Orange County Bancorp, Inc. (the “Company” - Nasdaq: OBT), today announced the promotion of Joseph A. Ruhl to Senior Executive Vice President, recognizing his outstanding leadership, exceptional performance, and significant contributions to the Bank's continued growth in the Westchester County and Lower Hudson Valley markets.