News Archive

March 11, 2026Connected

215 storiesLast updated: 11:24:57 AMPage 4 of 4

Geopolitics

GeopoliticsMixed

US Loses 11 MQ-9 Reaper Drones Worth $330 Million in Operation Epic Fury

Key Facts

•The U.S. lost 11 MQ-9 Reaper drones over the 11-day course of Operation Epic Fury.
•The losses are estimated to cost over $330 million, with each drone priced at approximately $30 million.
•The lost drones represent about 2.6% of the total U.S. Air Force inventory of 424 units.

Impact:

7/10

ITA XAR GD OIL XAU/USD

7 months ago

Stocks

StocksBullish

TSM Stock Surges 34% on AI Demand and Robust 2026 Sales Outlook

Key Facts

•TSM stock surged 34% in the last six months, driven by robust demand for AI chips.
•The company's sales for 2026 are projected to rise by approximately 30%.
•Advanced manufacturing nodes are driving record revenues and profits for the company.

Impact:

7/10

TSM

7 months ago

Commodities

CommoditiesMixed

China's Grip on Rare Earths and Drone Supply Chains Reshapes Global Defense Strategy

Key Facts

•Drones have fundamentally transformed modern warfare due to their ability to destroy expensive military assets at a very low cost.
•Ukraine has produced 1.2 million drones, reflecting the massive reliance on this technology in current conflicts.
•China maintains significant control over the production of magnets and raw materials essential for manufacturing drone motors.

Impact:

7/10

REMX LMT RTX XME

7 months ago

Crypto

CryptoBullish

Binance Lists Midnight (NIGHT) Token, Boosting Cardano's Privacy Ecosystem

Key Facts

•Binance, the world's largest crypto exchange, has officially listed the NIGHT token of the Midnight project.
•The Midnight project is a partner chain within the Cardano ecosystem focused on data confidentiality and privacy.
•Cardano creator Charles Hoskinson positioned the project as a new-generation blockchain.

Impact:

7/10

NIGHT ADA

7 months ago

Macro Economy

Macro EconomyNeutral

US Inflation Holds Steady at 2.4% in February, Meeting Market Expectations

Key Facts

•US CPI rose 0.3% in February, matching economists' expectations.
•The annual inflation rate stood at 2.4% in February, unchanged from January.
•The Federal Reserve is expected to hold interest rates steady following the data release.

Impact:

7/10

DXY XAU/USD SPY US10Y

7 months ago

March 11, 2026Connected

215 storiesLast updated: 11:24:57 AMPage 4 of 4

Geopolitics

GeopoliticsMixed

US Loses 11 MQ-9 Reaper Drones Worth $330 Million in Operation Epic Fury

Key Facts

•The U.S. lost 11 MQ-9 Reaper drones over the 11-day course of Operation Epic Fury.
•The losses are estimated to cost over $330 million, with each drone priced at approximately $30 million.
•The lost drones represent about 2.6% of the total U.S. Air Force inventory of 424 units.

Impact:

7/10

ITA XAR GD OIL XAU/USD

7 months ago

Stocks

StocksBullish

TSM Stock Surges 34% on AI Demand and Robust 2026 Sales Outlook

Key Facts

•TSM stock surged 34% in the last six months, driven by robust demand for AI chips.
•The company's sales for 2026 are projected to rise by approximately 30%.
•Advanced manufacturing nodes are driving record revenues and profits for the company.

Impact:

7/10

TSM

7 months ago

Commodities

CommoditiesMixed

China's Grip on Rare Earths and Drone Supply Chains Reshapes Global Defense Strategy

Key Facts

•Drones have fundamentally transformed modern warfare due to their ability to destroy expensive military assets at a very low cost.
•Ukraine has produced 1.2 million drones, reflecting the massive reliance on this technology in current conflicts.
•China maintains significant control over the production of magnets and raw materials essential for manufacturing drone motors.

Impact:

7/10

REMX LMT RTX XME

7 months ago

Crypto

CryptoBullish

Binance Lists Midnight (NIGHT) Token, Boosting Cardano's Privacy Ecosystem

Key Facts

•Binance, the world's largest crypto exchange, has officially listed the NIGHT token of the Midnight project.
•The Midnight project is a partner chain within the Cardano ecosystem focused on data confidentiality and privacy.
•Cardano creator Charles Hoskinson positioned the project as a new-generation blockchain.

Impact:

7/10

NIGHT ADA

7 months ago

Macro Economy

Macro EconomyNeutral

US Inflation Holds Steady at 2.4% in February, Meeting Market Expectations

Key Facts

•US CPI rose 0.3% in February, matching economists' expectations.
•The annual inflation rate stood at 2.4% in February, unchanged from January.
•The Federal Reserve is expected to hold interest rates steady following the data release.

Impact:

7/10

DXY XAU/USD SPY US10Y

7 months ago

GeopoliticsMixed

FBI Warns of Potential Iranian Drone Threat Against California; Geopolitical Risks Rise

Key Facts

•The FBI warned that Iran may have explored the possibility of launching kamikaze drone attacks against targets in California.
•Information suggests the attack was planned from an unidentified vessel off the U.S. coast in retaliation for Operation Epic Fury.
•The warning was issued in late February 2026 based on information obtained earlier that month.

Impact:

7/10

WTI Crude XAU/USD SPY USD/JPY

7 months ago

GeopoliticsBearish

EU-China Trade Tensions Escalate as EU Agency Labels China a 'Fragile Power'

Key Facts

•An EU agency labeled China a "fragile power" due to weak domestic demand and high local debt.
•There is a push within the EU to adopt a more confrontational stance to protect domestic industries from deindustrialization.
•Surging Chinese exports are seen as a mask for internal economic vulnerabilities.

Impact:

7/10

EUR/USD USD/CNH DAX MCHI FXI

7 months ago

StocksBullish

TSM Stock: A Compelling 'Buy the Dip' Opportunity Amid AI Infrastructure Boom

Key Facts

•TSM is a cornerstone of the AI era with poised revenue acceleration.
•Q1 2026 sales are expected to accelerate driven by strong AI infrastructure demand.
•Gross margins exceed 60% while operating margins surpass 50%.

Impact:

7/10

TSM

7 months ago

StocksBullish

Hormuz Tensions Drive Demand for U.S. Defense Contractors

Key Facts

•Iranian mining threats in the Strait of Hormuz are prompting the U.S. military to deploy advanced detection systems and drones.
•Lockheed Martin, RTX, Huntington Ingalls, and Textron are key providers of the technology used in these operations.

Impact:

7/10

LMT RTX HII TXT

7 months ago

StocksBullish

Coherent (COHR) Shifts to 6-Inch InP Wafers to Boost AI Production and Cut Costs

Key Facts

•Coherent (COHR) is shifting to 6-inch Indium Phosphide (InP) wafers.
•The transition reduces die costs by 60% and boosts production capacity 4X.
•The shift is driven by surging demand for AI networking and data center sales.

Impact:

7/10

COHR

7 months ago

StocksBullish

Intuitive Surgical (ISRG) Poised for Strong Growth Through 2026 on Robotic Innovation

Key Facts

•Intuitive Surgical is benefiting from strong momentum in its da Vinci 5 robotic surgery system.
•Surgical procedure volumes are surging as global adoption of the company's technology expands.
•The Ion and SP platforms are boosting the company's recurring revenue growth into 2026.

Impact:

7/10

ISRG

7 months ago

StocksBullishUpdated

Oracle Leads Tech Sector Higher at Market Close Following Strong Earnings

Key Facts

•Experts described Oracle's latest results as a 'huge relief' for the tech sector.
•The strong results are helping breathe confidence back into the AI trade.

Impact:

7/10

ORCL QQQ XLK NVDA

7 months ago

StocksBearish

Serve Robotics Shares Under Pressure Following Massive 2026 Revenue Guidance Cut

Key Facts

•Serve Robotics reported Q4 revenue of only $0.88 million despite having 2,000 robots deployed.
•Management lowered 2026 revenue guidance to $26 million, significantly below the previous target of $60-80 million.
•Current per-robot revenue is $1,185 per quarter, while $7,500 is needed to meet annual goals.

Impact:

7/10

SERV

7 months ago

StocksBullish

ASML's EUV Monopoly Solidifies Its Role as the Backbone of the Global AI Chip Race

Key Facts

•ASML holds a near-total monopoly on EUV lithography, which is essential for advanced chip manufacturing.
•Major companies like TSMC, Samsung, and Intel rely entirely on ASML's technology to produce their latest processors.
•The company maintains a strong net income margin of 29.42%, bolstering its financial resilience in the semiconductor sector.

Impact:

7/10

ASML SMH TSM INTC

7 months ago

StocksBullish

Broadcom Unveils AI Hardware Breakthroughs in Cooling and Networking

Key Facts

•JetCool (a Flex company) collaborated with Broadcom to deliver liquid cooling solutions for next-generation AI XPUs.
•Broadcom delivered the industry's first 400G/lane optical DSP using 3nm technology for next-generation AI networks.
•The new cooling solutions aim to address high power densities reaching multi-kilowatt ranges per device in AI workloads.

Impact:

7/10

AVGO FLEX SMH

7 months ago

StocksBullishUpdated

Regenxbio Shares Slide Despite Positive Interim Data for Duchenne Gene Therapy

Key Facts

•RGX-202 gene therapy demonstrated evidence of positively changing the Duchenne disease trajectory in Phase I/II trials.
•Pivotal dose participants exceeded external controls across functional measures at one year post-treatment.
•No serious adverse events were observed, with stable cardiac MRI data and supported liver safety.

Impact:

7/10

RGNX

7 months ago

StocksBullish

GeoPark Beats Earnings Estimates and Secures $107 Million Strategic Investment

Key Facts

•GeoPark reported earnings per share of $0.60, significantly beating the anticipated loss of $0.007 per share.
•The company generated revenue of $110.3 million, exceeding expectations of $103.9 million.
•GeoPark secured a $107 million investment from Colden Investments S.A. in exchange for a 20% stake in the company.

Impact:

7/10

GPRK

7 months ago

StocksBullishUpdated×6

Oracle Shares Surge on Upbeat Revenue Outlook Amid Data Center Spending Concerns

Key Facts

•Oracle grew both revenue and earnings by at least 20%, a milestone not seen in 15 years.
•The company's stock rose due to strong demand for AI services.

Impact:

7/10

ORCL QQQ SPY

7 months ago

StocksBullish

Tilman Fertitta in Exclusive Talks to Acquire Caesars Entertainment for $7 Billion

Key Facts

•Billionaire Tilman Fertitta is in exclusive talks to acquire Caesars Entertainment for approximately $7 billion.
•Fertitta's bid topped a competing offer from billionaire investor Carl Icahn's firm.

Impact:

7/10

CZR IEP

7 months ago

StocksBullish

Cyngn Projects Q1 2026 Sales to Surpass Full-Year 2025 Revenue

Key Facts

•Cyngn is on track to sell more in Q1 2026 than in the entire year of 2025.
•Growth is driven by expanding customer deployments and increased utilization across existing sites.

Impact:

7/10

CYN

7 months ago

StocksBullishUpdated×3

Velo3D CEO Converts $5M Debt to Equity, Slashing Total Debt by 60%

Key Facts

•Velo3D CEO Dr. Arun Jeldi acquired a $5 million promissory note and converted it into common stock.
•The conversion occurred at $16.38 per share, representing a significant premium over the current market price.
•The move resulted in the elimination of 60% of the company's total outstanding debt.

Impact:

7/10

VELO

7 months ago

StocksBullishUpdated

Rainbow Rare Earths Shares Surge 8% on $916M Brazil Project Deal with Mosaic

Key Facts

•Rainbow Rare Earths signed a project agreement with Mosaic to develop the Uberaba rare earths project in Brazil.
•An economic assessment values the project at a post-tax NPV10 of up to US$916 million.
•The project aims to be a high-margin development situated in the lowest-cost quartile for the industry.

Impact:

7/10

RBW.L RBWRF RR1

7 months ago

StocksMixed

Adobe Q1 Earnings: Focus on AI Disruption Amid Potential 13th Consecutive Beat

Key Facts

•Adobe is scheduled to report its first-quarter financial results on Thursday after the market close.
•Adobe stock has declined 38% due to the 'AI disruption trade' and concerns over rising competition.
•The company could potentially achieve its 13th consecutive double beat on revenue and earnings estimates.

Impact:

7/10

ADBE

7 months ago

StocksBullish

Saudi Cafani Group Unit Proposes All-Cash Takeover of London-Listed Capricorn Energy

Key Facts

•Oil producer Capricorn Energy received multiple non-binding takeover proposals from Alamadiyaf al-Masiyyah.
•The potential acquirer is an investment vehicle affiliated with Saudi Arabia's Cafani Group.
•The proposals involve a possible all-cash deal.

Impact:

7/10

CNE.L

7 months ago

StocksBullish

MPS and Mediobanca Approve Full Merger Amid Boardroom Reshuffle

Key Facts

•Monte dei Paschi di Siena (MPS) and Mediobanca have approved steps toward a full merger.
•The approval follows a boardroom crisis at MPS that led to a vote against retaining the CEO.
•Tensions among shareholders and directors arose specifically over the merger plan.

Impact:

7/10

BMPS.MI MB.MI FTSE MIB

7 months ago

StocksBullish

Kamada Reports Record 2025 Results and Affirms Double-Digit Growth Outlook for 2026

Key Facts

•Kamada reported record top-line and bottom-line financial results for the full year 2025.
•The company affirmed its 2026 guidance, representing continued double-digit organic profitable growth.
•Kamada operates in the biopharmaceutical field, specializing in plasma-derived products for rare and serious conditions.

Impact:

7/10

KMDA KMDA.TA

7 months ago

StocksBullishUpdated

Sonida Senior Living Reports Strong 2025 Results Following Strategic Merger

Key Facts

•Sonida Senior Living completed the acquisition of 100% of CNL Healthcare Properties, Inc.
•The total transaction value is $1.8 billion, executed through a combination of cash and stock.
•Sonida is one of the largest owner-operators of senior living communities in the U.S.

Impact:

7/10

SNDA

7 months ago

StocksBullish

Trupanion Upgraded to 'Buy' Following Milestone GAAP Profit and Margin Expansion

Key Facts

•Trupanion was upgraded to 'Buy' after achieving its first GAAP profit and showing improved financial resilience.
•Gross margins rose from 12% to 16% between 2023 and 2025.
•The company targets 14% subscription revenue growth in 2026, with U.S. pet insurance penetration still under 4%.

Impact:

7/10

TRUP

7 months ago

StocksBullish

Parex Resources Acquires Frontera Energy's Colombian Assets for $750 Million

Key Facts

•Parex Resources entered into a definitive agreement to acquire 100% of Frontera Energy's exploration and production assets in Colombia.
•The transaction involves US$500 million in upfront cash, the assumption of US$225 million in net debt, and a US$25 million contingent payment.
•The deal includes the full acquisition of Frontera Petroleum International Holdings B.V.

Impact:

7/10

PXT.TO FEC.TO

7 months ago

StocksBullish

Palantir Projects Robust 61% Revenue Growth by 2026 Amid Enterprise AI Dominance

Key Facts

•Palantir forecasts 61% revenue growth by 2026.
•Sales guidance reached $7.19 billion alongside rising free cash flow.
•Surging margins are reinforcing the company's competitive edge in the enterprise AI market.

Impact:

7/10

PLTR

7 months ago

StocksBullish

Chubb to Lead $20 Billion U.S.-Backed Reinsurance Plan for Gulf Shipping

Key Facts

•Chubb selected as the lead partner for the U.S. International Development Finance Corporation's $20 billion Maritime Reinsurance Plan.
•The initiative aims to resume commercial shipping in the Gulf region amid the conflict with Iran.

Impact:

7/10

CB ZIM XLE BDI

7 months ago

StocksBullish

Marathon Petroleum Shares Rise Following IEA Plan to Release 400 Million Barrels of Oil

Key Facts

•The International Energy Agency announced that its 32 member countries will make 400 million barrels of emergency oil reserves available to the market.
•Marathon Petroleum Corp (MPC) shares traded higher on Wednesday following the announcement.

Impact:

7/10

MPC

7 months ago

StocksBullish

Nature's Sunshine Beats Estimates, Issues Bullish 2026 Revenue Guidance

Key Facts

•Nature's Sunshine Products' Q4 results and 2026 guidance exceeded analyst expectations.
•The company achieved year-over-year growth in revenue and profits, with notable strength in Europe and North America.
•The company maintains robust cash holdings of $93.9 million.

Impact:

7/10

NATR

7 months ago

StocksBullish

REalloys to Build Largest Heavy Rare Earth Facility Outside China for U.S. Defense

Key Facts

•REalloys announced the buildout of a heavy rare earth metallization facility in partnership with the Saskatchewan Research Council (SRC).
•The project is fully financed with operations expected to commence in the first half of 2027.
•The facility is designed to comply with 2027 U.S. defense procurement standards which ban Chinese sourcing.

Impact:

7/10

ALOY REMX

7 months ago

CryptoBullishUpdated

Revolut Launches UK Banking Operations, Clarifies Separation of Trading Services

Key Facts

•Revolut has officially launched its banking operations in the UK after regulators lifted restrictions on its license.
•Existing customers will undergo a phased migration process expected to take several months.

Impact:

7/10

GBP/USD BTC/USD

7 months ago