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Seeking Alpha: News

Google explores liquid cooling equipment deals with Envicool, other Chinese firms: report

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Seadrill announces 480-day extension for Sonadrill rig in Angola

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JPMorgan taps Goldman Sachs veteran Zhang Ti to lead China IB push - report

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Hesai, AEye partner with Nvidia Halos AI lab for safety-certified AV and robotics solutions

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SL Green Realty divests residential & retail segments of 7 Dey Street to GO Residential for $222.6M

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U.S. confirms $4.3B Tesla, LG Energy Solution battery deal

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Asian stocks trade mostly higher on Wall Street rebound; investors weigh RBA hike against Iran conflict

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Reserve Bank of Australia delivers back-to-back cash rate hikes to 4.1% at its March 2026 meeting

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Big tech carbon credit buys soar as AI race heats up, led by Microsoft

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Goldman: Oil market shock hits jet fuel, diesel harder; PBF, Par Pacific rated strong buy by Quant ratings

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Security National reports FY results

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Cango Inc. GAAP EPS of -$0.80 misses by $0.53, revenue of $179.45M in-line

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American Vanguard GAAP EPS of -$1.75, revenue of $515.11M; expects adjusted EBITDA in range of $44M - $48M in 2026

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Silvercrest Asset Management Non-GAAP EPS of $0.18, revenue of $31.95M

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Ampco-Pittsburgh Non-GAAP EPS of -$0.17, revenue of $108.79M

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FinVolution targets 50% international revenue by 2030 as overseas growth accelerates

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Eve Holding reports Q4 results

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Bakkt Holdings GAAP EPS of -$6.55, revenue of $2.34B

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Consolidated Water GAAP EPS of $1.16, revenue of $132.07M

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NCR Voyix to sell bank technology solutions business in Japan to NTT Data

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Contango Ore outlines $165M+ distributions and $100M+ cash post-merger as 2027 targets loom

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Volkswagen turns to Chinese chipmakers, sidelines Nvidia in bid to catch up in China EV race: report

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WD-40 declares $1.02 dividend

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Tuesday’s Economic Calendar

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Semtech outlines over 50% data center revenue growth for FY 2027 amid data center, LoRa, and acquisition momentum

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Kaltura outlines agentic digital experience platform strategy with $181.2M–$184.2M revenue target for 2026 following PathFactory acquisition

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Shell sees LNG driving more than half of global gas demand by 2040

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Playboy outlines $52M debt reduction and new subscription growth model as transformation continues

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Rio Tinto-BHP JV now controls Resolution Copper acreage after completing land swap

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Middle East output plunges 12M boe/day, could drop 70% from pre-war level, Rystad says

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U.S. dollar slips as markets assess Iran war developments and central bank outlook: Currency Recap

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Babcock & Wilcox targets $80M–$100M 2026 adjusted EBITDA following $2.4B AI data center contract

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AEye outlines $30M transportation OEM program and deepens NVIDIA partnership while expanding customer base to 16

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Peraso outlines $1.2M Q1 2026 revenue target amid supplier delays and mmWave expansion

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Boeing checks supply chain for fallout from Middle East conflict

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Getty Images outlines $948M–$988M 2026 revenue range following record Q4 driven by major licensing deals

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RF Industries signals accelerating revenue growth in back half of 2026 as backlog expands to $18.6M

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Microvast outlines 2026 production expansion and margin focus as Huzhou Phase 3.2 nears serial launch

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U.S. soybean futures plummet as Trump signals delay in U.S.-China summit

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Arena Group targets sub-50% ad revenue mix as it advances direct audience and commerce strategy

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Roche deploys Nvidia-powered AI factory for drug development

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Comtech signals strategic shift to higher-margin products and $732M backlog while advancing cloud and AI initiatives

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Dragonfly Energy targets positive adjusted EBITDA at $70M revenue run rate while accelerating OEM and trucking expansion

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FinVolution Group Non-GAAP EPS of $0.25, revenue of $432.4M

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Assertio outlines $110M–$125M 2026 revenue target with Rolvedon at the core while shifting business development approach

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Most oversold consumer discretionary stocks on Wall Street amid Middle East disruptions (market cap $2B to $10B)

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Here are the major earnings before the open Tuesday

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Nvidia expands its autonomous driving system with new car manufacturers and Uber: GTC

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Greystone Housing Impact GAAP EPS of -$0.17 misses by $0.51, revenue of $17.15M misses by $7.2M

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RFK Jr. dealt blow as judge blocks changes to childhood immunization schedule

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