Rayonier Advanced Materials Inc. (RYAM) Q4 2025 Earnings Call Transcript — Neutral

RYAM   Seeking Alpha — March 04, 2026

Rayonier Advanced Materials Inc. (RYAM) Q4 2025 Earnings Call Transcript

image for news Rayonier Advanced Materials Inc. (RYAM) Q4 2025 Earnings Call Transcript

NVIDIA Corporation (NVDA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

image for news NVIDIA 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

image for news Freshworks Inc. (FRSH) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

The 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.

image for news Global-U.S. oil price spread hits more than 2-year high, as Strait of Hormuz shutdown halts tanker traffic

StandardAero: Undervalued For High Growth Potential — Positive

SARO   Seeking Alpha — March 04, 2026

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.

image for news StandardAero: Undervalued For High Growth Potential

Booz Allen Hamilton CEO on employee who leaked Trump's tax records — Negative

BAH   CNBC Television — March 04, 2026

Booz 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.

image for news Booz Allen Hamilton CEO on employee who leaked Trump's tax records

BERLIN, 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.

image for news Sportstech Brands Holding GmbH Resolves Legal Dispute with Interactive Strength Inc. (Nasdaq: TRNR)

Roblox Corporation (RBLX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

image for news Roblox Corporation (RBLX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Wall Street doesn't see the quick slump in Korean stocks as a harbinger for anything to come in the U.S.

image for news South Korea stocks crashed 18% in two days. Could it happen here?

Sao 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.

image for news Dakila Pesquisas Launches Safari Brazil to Transform the Amazon into the Largest Sustainable Tourism Route on the Planet

Microsoft Corporation (MSFT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

image for news Microsoft 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

image for news SPS 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, 2026

Daktronics, Inc. (DAKT) Q3 2026 Earnings Call Transcript

image for news Daktronics, Inc. (DAKT) Q3 2026 Earnings Call Transcript

JPMorgan'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.

image for news SPX Technologies: JPMorgan Initiates With Overweight Citing Data Center Demand and Capacity Expansion

Forget AI. This Biotech Stock's Taking Off Right Now — Positive

LLY   24/7 Wall Street — March 04, 2026

The 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.

image for news Forget AI. This Biotech Stock's Taking Off Right Now

Prices 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.

image for news Americas heavy crude prices hit multi-year highs as Iran conflict disrupts oil markets

Is Opendoor Technologies Crazy — Or Crazy Like a Fox? — Negative

OPEN   24/7 Wall Street — March 04, 2026

In 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.

image for news Is Opendoor Technologies Crazy — Or Crazy Like a Fox?

Phillips 66 (PSX) Presents at Morgan Stanley Energy & Power Conference 2026 Transcript

image for news Phillips 66 (PSX) Presents at Morgan Stanley Energy & Power Conference 2026 Transcript

LOS 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.

image for news Portnoy Law Firm Announces Class Action on Behalf of Apollo Global Management, Inc. Investors

General Mills recovery likely multiyear, Jefferies says — Negative

GIS   Proactive Investors — March 04, 2026

General 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.

image for news General Mills recovery likely multiyear, Jefferies says