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Snowflake's fourth-quarter results exceeded expectations with revenue and bookings growth driven by AI demand. The fair value estimate is raised to $223 per share, reflecting optimistic growth, despite a lack of an economic moat.

Venture Global's fair value is estimated at $11 with a 3-star rating, but it faces high uncertainty. The recent shutdown of Qatari LNG production has spiked EU gas prices, suggesting potential short-term benefits for Venture Global despite its limited ability to realize short-term volatility.

Fourth-quarter earnings have been largely solid across US markets, with Morningstar analysts raising their
fair value estimates

for a number of stocks. The names with the largest increases are flash memory chip producer SanDisk SNDK and semiconductor testing firm Teradyne TER.
Despite

Frasle Mobility achieved a record net revenue of R$5.5 billion in 2025, a 38.5% increase from the previous year, driven by the acquisition of subsidiary Dacomsa. The company reduced its net leverage and increased investments by 14.9%.

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PR Newswire

SAN FRANCISCO and TOKYO,

Investors are constantly surrounded by headlines about the Federal Reserve’s meetings, their decisions on interest rates, the rate of inflation, supply shocks, output gaps, and all kinds of other economic jargon. But what do these terms really mean—and which of them matter to investors?
In short:

Best ERP Solutions for Manufacturing (2026): Sage Named UK's Top Choice for Operations and Inventory Management by Expert Consumers





Best ERP Solutions for Manufacturing (2026): Sage Na

_Want to stay informed with market insights and investing ideas from Morningstar? Sign up for my weekly Smart Investor newsletter __here__._
In this week’s newsletter:
Weekly Markets Wrap: Stocks Push Higher, Led by Basic Materials
Jobs Market Stays Soft in December, but Fed Rate Cuts

Key Takeaways
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The Fed cut interest rates by a quarter point, as expected, but there were dissents in the final vote.
If we look all together, we expect two rate cuts next year, which is one more than the Fed.
A factor that could cause rates to be more than expected is any

Key Takeaways
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Details from the minutes of the Fed’s most recent meeting suggest some officials are focused on raising interest rates.
That’s a major change from a few months ago, when a series of cuts looked like a given in 2026.
Analysts say that for now, economic

Tariffs have slowed auto dealers’ postpandemic recovery, but consolidation in the space continues.
The auto dealer industry is highly fragmented. Although we cover all six publicly traded new-vehicle franchise dealers, they sell only about 7% of US new light vehicles annually. The sector remains

Key Takeaways
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President Trump proposed a one-year 10% cap on credit card interest rates, to take effect on Jan. 20.
Banks warn that this cap would slash credit access for risky borrowers, reducing spending across the economy.
The proposed cap is also raising concerns about di

With the attacks by the United States and Israel on Iran, and Iran’s retaliatory strikes, investors are once again having to navigate a wave of geopolitical uncertainty.
Beyond the human toll of the war, for now all eyes in the markets are on oil prices, and more specifically on the Strait of

The essay outlines the key economic releases scheduled for the week of March 10, including housing sales, consumer price index data, housing starts, unemployment claims, durable orders, and GDP figures, alongside important company earnings announcements.

ONTARIO SUPERIOR COURT OF JUSTICE CERTIFIES SECURITIES MISREPRESENTATION CLASS ACTION AGAINST BARRICK GOLD CORPORATION





ONTARIO SUPERIOR COURT OF JUSTICE CERTIFIES SECURITIES MISREPRESE

Nebula.io Announces SIA Executive Forum Platinum Sponsorship





Nebula.io Announces SIA Executive Forum Platinum Sponsorship
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Key Takeaways
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US stocks closed higher, recovering from earlier declines.
Oil prices pared back gains on Monday afternoon to less than $90 per barrel after surging to well over $100 per barrel on Monday morning.
The reversal followed comments from President Donald Trump

Marvell Technology reported strong fiscal fourth-quarter results with an optimistic outlook for fiscal years 2027 and 2028. Anticipating significant growth driven by data center and AI spending, the fair value estimate is raised to $130. Concerns about market share losses are addressed, emphasizing growth potential and robust performance.

President Trump announced 100% tariffs on branded pharmaceuticals starting Oct. 1, unless produced in the US. While there may be a minimal impact on Big Pharma's stock due to existing inventories and US manufacturing expansions, uncertainties remain regarding supply chains in countries without tariff caps.

On the Feb. 23 episode of _The Morning Filter__, _David Sekeraand Susan Dziubinski talk about the Supreme Court’s ruling on the Trump administration’s emergency tariffs and what may come next. Here is an excerpt from the episode.
What Trump’s Tariff Loss Means for the