Rayonier Advanced Materials Inc. (RYAM) Q4 2025 Earnings Call Transcript — Neutral
RYAM Seeking Alpha — March 04, 2026Rayonier Advanced Materials Inc. (RYAM) Q4 2025 Earnings Call Transcript
NVIDIA Corporation (NVDA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript — Neutral
NVDA Seeking Alpha — March 04, 2026NVIDIA Corporation (NVDA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Freshworks Inc. (FRSH) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript — Neutral
FRSH Seeking Alpha — March 04, 2026Freshworks Inc. (FRSH) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Global-U.S. oil price spread hits more than 2-year high, as Strait of Hormuz shutdown halts tanker traffic — Negative
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP Market Watch — March 04, 2026The U.S. and Israel started a conflict with Iran over the weekend, wreaking havoc on the oil-rich Middle East region. Brent crude prices are taking the bigger brunt of the impact, with its premium above U.S. benchmark prices having climbed to their highest in over two years.
StandardAero is rated a "Strong Buy" with a $47/share target, driven by durable MRO demand and margin-accretive growth initiatives. SARO benefits from aging fleets, tight MRO capacity, and in-house service expansion, offsetting near-term headwinds from a facility fire and government shutdown. FY25 saw 16% revenue growth and 38 bps margin expansion; LEAP engine servicing is expected to reach profitability in 1H26, supporting further margin gains.
Booz Allen Hamilton CEO on employee who leaked Trump's tax records — Negative
BAH CNBC Television — March 04, 2026Booz Allen Hamilton CEO Horacio Rozanski told CNBC's Morgan Brennan that the consulting firm is working with the Treasury to "turn the page" after an employee leaked the tax records of President Donald Trump to media outlets.
Sportstech Brands Holding GmbH Resolves Legal Dispute with Interactive Strength Inc. (Nasdaq: TRNR) — Neutral
TRNR GlobeNewsWire — March 04, 2026BERLIN, March 04, 2026 (GLOBE NEWSWIRE) -- Sportstech Brands Holding GmbH today announced that the legal dispute between the Company and Interactive Strength Inc. (Nasdaq: TRNR) has been resolved amicably. The parties have entered into a settlement agreement that fully and finally resolves all legal proceedings between them.
Roblox Corporation (RBLX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript — Neutral
RBLX Seeking Alpha — March 04, 2026Roblox Corporation (RBLX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
South Korea stocks crashed 18% in two days. Could it happen here? — Negative
EWY CNBC — March 04, 2026Wall Street doesn't see the quick slump in Korean stocks as a harbinger for anything to come in the U.S.
Dakila Pesquisas Launches Safari Brazil to Transform the Amazon into the Largest Sustainable Tourism Route on the Planet — Neutral
AMZN Newsfile Corp — March 04, 2026Sao Paulo, Brazil--(Newsfile Corp. - March 4, 2026) - Dakila Pesquisas has just launched the Safari Brazil Project, a large-scale initiative that brings together the people of the Amazon itself to protect the forest, strengthen the local economy, and transform the region into a new global model for sustainable tourism. The project is already structured with a broad network formed by more than 180 Indigenous ethnic groups, as well as riverine communities, farmers, remnants of former rubber plantations, workers, and merchants who live throughout the Amazon region.
Microsoft Corporation (MSFT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript — Neutral
MSFT Seeking Alpha — March 04, 2026Microsoft Corporation (MSFT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
SPS Commerce, Inc. (SPSC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript — Neutral
SPSC Seeking Alpha — March 04, 2026SPS Commerce, Inc. (SPSC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Daktronics, Inc. (DAKT) Q3 2026 Earnings Call Transcript — Neutral
DAKT Seeking Alpha — March 04, 2026Daktronics, Inc. (DAKT) Q3 2026 Earnings Call Transcript
SPX Technologies: JPMorgan Initiates With Overweight Citing Data Center Demand and Capacity Expansion — Positive
SPXC 24/7 Wall Street — March 04, 2026JPMorgan's Stephen Tusa just initiated coverage of SPX Technologies SPXC with an Overweight rating and a $260 price target, and the signal is unambiguously bullish.
Forget AI. This Biotech Stock's Taking Off Right Now — Positive
LLY 24/7 Wall Street — March 04, 2026The market seems to be falling heavily out of love with the AI stocks, and for good reason: CapEx is rising at a staggering rate, especially among the Mag Seven AI darlings, all while the question marks surrounding ROIs get bigger.
Americas heavy crude prices hit multi-year highs as Iran conflict disrupts oil markets — Positive
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP Reuters — March 04, 2026Prices for heavy crude produced in the Americas surged to multi-year highs on Wednesday, as the U.S.-Israeli attacks on Iran stymied exports of similar oil produced in the Middle East.
Is Opendoor Technologies Crazy — Or Crazy Like a Fox? — Negative
OPEN 24/7 Wall Street — March 04, 2026In an industry battered by persistently high borrowing costs and chronically low inventory, Opendoor Technologies ( NASDAQ:OPEN ) continues to rewrite the rules of residential real estate.
Phillips 66 (PSX) Presents at Morgan Stanley Energy & Power Conference 2026 Transcript — Neutral
PSX Seeking Alpha — March 04, 2026Phillips 66 (PSX) Presents at Morgan Stanley Energy & Power Conference 2026 Transcript
Portnoy Law Firm Announces Class Action on Behalf of Apollo Global Management, Inc. Investors — Neutral
APO GlobeNewsWire — March 04, 2026LOS ANGELES, March 04, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Apollo Global Management, Inc., (“Apollo” or the "Company") (NYSE: APO) investors off a class action on behalf of investors that bought securities between May 10, 2021 and February 21, 2026, inclusive (the “Class Period”). Apollo investors have until May 1, 2026 to file a lead plaintiff motion.
General Mills recovery likely multiyear, Jefferies says — Negative
GIS Proactive Investors — March 04, 2026General Mills Inc (NYSE:GIS, XETRA:GRM) shares remain under pressure as it faces continued volume declines in North America Retail (NAR) and limited near-term upside despite recent price investments, Jefferies analysts have highlighted. The analysts maintained a ‘Hold' rating and $42 price target on the stock, below its recent price of $45, and framed its outlook around whether the company's pricing actions will ultimately drive a recovery.