Nebius Group's (NASDAQ: NBIS) debt load is swelling and clouding the outlook for share prices. However, as significant as debt increases are, there is a silver lining to this cloud: AI.
AI demand is swelling, underpinning a need for expansion that requires capital, which is why debt is swelling.... |
Good MorningUS equities finished firmer, but the mood was measured rather than euphoric. The central tension was rates versus growth: investors were willing to extend into AI and cyclicals, yet only as long as the Fed does not reprice the cost of capital this week.
The macro driver was the Fed path. With policymakers entering the second day of their meeting after holding rates steady in January, risk appetite hinged less on an immediate move and more on whether officials signal comfort with still-sensitive inflation and energy risks. That matters because a steadier yield backdrop supports broader leadership, while a hawkish tone would likely push positioning back toward defensives and the largest cash-generative tech.
NVIDIA stayed central after GTC sharpened the case for sustained AI infrastructure demand, which mattered because investors still want proof that heavy spending can translate into durable returns. Oracle remained a key read on that same theme, with cloud and AI demand helping sentiment even as capital intensity stays an overhang. Tesla lagged as delivery worries kept pressure on earnings quality. Traders are watching Wednesday’s Fed decision for the next test of breadth and leadership. Featured: Don’t fall for this IPO lie (Ad) 
| Technology | |
Nebius Group's (NASDAQ: NBIS) debt load is swelling and clouding the outlook for share prices. However, as significant as debt increases are, there is a silver lining to this cloud: AI.
AI demand is swelling, underpinning a need for expansion that requires capital, which is why debt is swelling... Read the Full Story |
| From Our Partners | | On Christmas Eve 2024, ISO New England issued an urgent plea after regional power plants failed, sending energy prices from $130.79 to over $2,000 per megawatt-hour during a bitter storm.
The grid held, barely. But rising demand from AI infrastructure and global conflicts has pushed New England's energy system closer to the edge than ever before.
See the full breakdown of what could happen next and how to prepare. | | Watch the video exposé on America's growing energy crisis now |
| Technology | |
Credo Technology (NASDAQ: CRDO) and Astera Labs (NASDAQ: ALAB) are some of the fastest-growing beneficiaries of the artificial intelligence (AI) data center buildout.
As key suppliers in the data center ecosystem, the results and commentary coming from players upstream of Astera and Credo are vit... Read the Full Story |
| Technology | |
If you think that NVIDIA’s (NASDAQ: NVDA) rally-to-date has been impressive, just wait for what comes next. News revealed at the GTC developer conference shows the AI boom is still growing, much larger and faster than expected, indicating potential for another series of triple-digit gains. I... Read the Full Story |
| From Our Partners | | More than 100 UBI pilots have launched across US cities like Stockton, Denver, and Austin. Nearly all have ended because the funding ran out.
One income program has kept paying for 39 years straight, funded by 14 partnerships collecting fees on oil and gas infrastructure. It paid $28.8 billion in 2020 and a projected $53 billion this year.
See how this energy-backed income plan has kept paying when government programs could not. | | Learn how this 39-year income plan keeps paying out |
| Technology | |
Rubrik (NYSE: RBRK) is a different kind of cybersecurity company, generating impressive growth as customers recognize the value of its differentiated approach. Most cybersecurity companies focus on preventing threats by building firewalls or managing who can access information.
Rubrik is fundam... Read the Full Story |
| Technology | |
There are several headlines that are taking a backseat to more pressing geopolitical concerns. However, the announcement that Palantir Technologies (NASDAQ: PLTR) and NVIDIA (NASDAQ: NVDA) are teaming up to launch a sovereign artificial intelligence (AI) OS reference architecture needs more attent... Read the Full Story |
| From Our Partners | | On January 1, 2027, new Pentagon rules tighten sourcing restrictions on critical minerals tied to foreign adversaries. China controls more than 90% of global rare earth processing capacity, while the U.S. imports 100% of its titanium sponge.
SAGA Metals has drilled more than 23,000 meters at its Radar project, with all 92 drill holes intersecting mineralization. A maiden mineral resource estimate is expected in Q4 2026, alongside ongoing drilling at the Wolverine heavy rare earth project. | | See what's next for SAGA Metals before the deadline hits |
| Technology | |
In the race to achieve quantum computing supremacy, a pure-play firm like D-Wave Quantum Inc. (NYSE: QBTS) must watch out for not only competitors of a similar size and scope but also for much larger legacy tech rivals. Alphabet (NASDAQ: GOOG), Microsoft (NASDAQ: MSFT), and many other big tech pla... Read the Full Story |
| Finance | |
For the better part of two years, the market for initial public offerings (IPOs) has been notably quiet. Investor appetite for new companies, particularly in the tech sector, has been tempered by market volatility and economic uncertainty, leading many promising private companies to delay their ... Read the Full Story |
| Materials | |
A powerful and counterintuitive rally is taking shape in the basic materials sector, signaling a deeper shift that investors are beginning to notice. In early March 2026, the stocks of chemical giants Dow Inc. (NYSE: DOW) and LyondellBasell Industries N.V. (NYSE: LYB) decoupled from their recent... Read the Full Story |
| Consumer Discretionary | |
In Las Vegas, there’s always a new bet to make, and lately, investors are wagering on takeover speculation surrounding Caesars Entertainment Inc. (NASDAQ: CZR). Reports have been swirling that billionaire Tilman Fertitta is in talks to acquire the casino giant in a deal that could value the ... Read the Full Story |
| Technology | |
A perplexing scenario is unfolding around cybersecurity innovator SentinelOne (NYSE: S). SentinelOne recently announced a landmark fiscal year, achieving major milestones that signal a business hitting its stride. It crossed the coveted $1 billion annual revenue threshold and, for the first time... Read the Full Story |
| Wednesday's Early Bird Stock Of The Day Walmart Inc. engages in the operation of retail, wholesale, other units, and eCommerce worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites; and mobile commerce applications. The company offers grocery and consumables, including dairy, meat, bakery, deli, produce, dry, chilled or frozen packaged foods, alcoholic and nonalcoholic beverages, floral, snack foods, candy, other grocery items, health and beauty aids, paper goods, laundry and home care, baby care, pet supplies, and other consumable items; fuel, tobacco and other categories. It is also involved in the provision of health and wellness products covering pharmacy, optical and hearing services, and over-the-counter drugs and other medical products; and home and apparel including home improvement, outdoor living, gardening, furniture, apparel, jewelry, tools and power equipment, housewares, toys, seasonal items, mattresses and tire and battery centers. In addition, the company offers consumer electronics and accessories, software, video games, office supplies, appliances, and third-party gift cards. Further, it operates digital payment platforms; and offers financial services and related products, including money transfers, bill payments, money orders, check cashing, prepaid access, co-branded credit cards, installment lending, and earned wage access. Additionally, the company markets lines of merchandise under private brands, including Allswell, Athletic Works, Equate, and Free Assembly. The company was formerly known as Wal-Mart Stores, Inc. and changed its name to Walmart Inc. in February 2018. Walmart Inc. was founded in 1945 and is based in Bentonville, Arkansas. | | View Today's Stock Pick |
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