THE LATEST Trump says tariffs on Canada, Mexico will go forward on Tuesday BSE - Delayed Quote • INR Navkar Corporation Limited (NAVKARCORP.BO) Follow Compare 94.74 +0.94 +(1.00%) At close: March 3 at 3:59:32 PM GMT+5:30 Related News Why tariffs 'aren’t the problem' in the stock market: Veteran trader Trader Talk host Kenny Polcari argues that investors' "knee-jerk" reaction to tariffs is the real problem facing the market. Small caps are not the place to 'hide' right now Strategas Securities managing director of investment strategy Ryan Grabinski joins Market Domination Overtime to assess small-cap investment prospects as President Trump's sweeping trade strategy prepares to take effect tonight at midnight on March 4. Grabinski challenges current market (^DJI, ^IXIC, ^GSPC) expectations by pointing to historical precedent: During Trump's 2018 tariff implementation, small caps failed to deliver the outperformance many investors are now anticipating under this new trade regime. "It's hard for me to get on board with [small caps] now," he explains to Yahoo Finance. While acknowledging that small-caps are projected to outpace larger companies in earnings growth during the year's second half, he cautions that "they're not going to have the same boost they saw in 2017 to 2021 ... it's not exactly a great place to hide." Instead of betting on small caps, Grabinski recommends thinking about "industries that could actually benefit from the tariffs." He specifically highlights the insurance and utilities sectors as attractive investment opportunities. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Angel Smith Okta soaring on Q4 earnings beat, guidance numbers Okta (OKTA) shares jump by over 10% in Monday's extended hours as the software company posted its fourth quarter earnings results, reporting $682 million in revenue (vs. forecasts of $670 million) and adjusted earnings of $0.78 per share (vs. forecasts of $0.74). Julie Hyman and Josh Lipton dive deeper into Okta's latest earnings and guidance beats. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Luke Carberry Mogan. Trump, TSMC announce $100 billion investment in US chip manufacturing President Donald Trump and TSMC announced Monday that the Taiwanese chip manufacturer will invest at least $100 billion in its US manufacturing capabilities "over the next short period of time," bringing company's total investment in the US to $165 billion. Okta CEO on Q4 earnings beat, what's driving business Cybersecurity player Okta (OKTA) is ending its reporting year on a high note. Fourth-quarter sales rose 13% from the prior year amid healthy demand for cybersecurity services. Adjusted earnings beat analyst estimates by four cents per share. For 2025, the company targets double-digit percentage profit growth despite economic pressures on small to medium-sized businesses. Yahoo Finance executive editor Brian Sozzi chats with Okta co-founder and CEO Todd McKinnon about the quarter and road ahead. McKinnon co-founded Okta in 2009 alongside Frederic Kerrest. Today, the company’s market cap stands at more than $15 billion. The company has ambitious innovation goals in identity management, a key plank in corporate tech stacks as AI agents begin to run amok. McKinnon reveals his plans to keep companies safe in the age of AI, and a host of leadership lessons some 16 years into his CEO journey. For full episodes of Opening Bid, listen on your favorite podcast platform or watch on our website. Yahoo Finance's Opening Bid is produced by Rachael Lewis-Krisky. Crypto rally fades despite Trump's new promises about a US reserve A rally in digital assets faded Monday despite new promises from Donald Trump about a US strategic reserve of cryptocurrencies. TSMC to invest $100B in US chip manufacturing: WSJ Taiwan Semiconductor Manufacturing Company (TSM) is reportedly preparing to invest approximately $100 billion in US chip manufacturing plants over the next four years. According to the Wall Street Journal, President Donald Trump is expected to announce the plan's full details Monday afternoon. Catalysts co-hosts Madison Mills and Seana Smith break down the details. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Angel Smith Trump announces new US strategic crypto reserve: What to know President Donald Trump took to Truth Social to announce a new US strategic cryptocurrency reserve that will include digital assets such as ethereum (ETH-USD), Solana (SOL-USD), XRP (XRP-USD), cardano (ADA-USD), and, of course, bitcoin (BTC-USD). Yahoo Finance host Josh Lipton examines what this means for investors and the broader cryptocurrency market, analyzing how Wall Street is responding to this announcement. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Angel Smith Intel chip design, crypto moves, Chipotle: Market Minute Wealth host Brad Smith covers this morning's top moving stocks in this Market Minute. Intel shares (INTC) rise on reports of potential new customers, Nvidia (NVDA) and Broadcom (AVGO), who are test-running its 18a process according to Reuters Crypto-related stocks like Coinbase Global (COIN) and Strategy (MSTR) are up after President Trump’s announcement around the US strategic crypto reserve. Additionally, Chipotle Mexican Grille (CMG) shares rise following an upgrade from Morgan Stanley (MS), citing a new entry point for buyers amid challenges. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute. This post was written by Josh Lynch 'Don't overthink it': Portfolio manager on buying on growth levels The market (^GSPC, ^IXIC, ^DJI) experienced significant volatility throughout the start of 2025, echoing similar challenges from this time last year. Now, the market environment presents a unique challenge for investors, tied to the ebb and flow in the artificial intelligence (AI) trade. Bullseye American Ingenuity Fund portfolio manager Adam Johnson joins Morning Brief hosts Brad Smith and Seana Smith to discuss current valuations, emphasizing that investors should assess the price they pay for growth. "You can buy the S&P 500m it's trading 21 times earnings and you get 12% growth. Ok, fair point, that's our, sort of, benchmark," Johnson says. "Well, you could go out and buy Nvidia (NVDA), [which] trades at 30 times. You say 'oh that's a lot more than 21.' Yeah, but it's growing at 60%." Johnson also comments on the overall market growth, noting that despite some downward revisions, "the growth that companies put up in the fourth quarter was 12%, actually 12.3%, and profit margins were 13%." Additionally, he encourages investors to stay focused on the fundamentals and not overthink the market. "Just take it at face value. Don't overthink it. Market down 10% on the heels of 12.3% growth, with 13% growth likely for the next reporting season. Buy it," Johnson encourages. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Josh Lynch Chinese buyers are getting Nvidia Blackwell chips despite US export controls Upholding export controls on semiconductor chips made in the U.S. may be harder than Washington, D.C. thinks. Chinese buyers are getting their hands on computing systems with Nvidia's Blackwell chips through third-party traders located in other regions, The Wall Street Journal reported. Buyers in Malaysia, Taiwan, and Vietnam are buying these resources for their own use and reselling a portion to companies in China, the Journal added. Just a week before leaving office, former President Joe Biden Best Buy expected to report further declines in fourth quarter earnings as the chain braces for tariff impact Best Buy is attempting a turnaround as uncertainty around AI innovation and tariffs remains. 'Real assets' may be the key to surviving in volatile economy The stock market (^GSPC, ^IXIC, ^DJI) faced a roller coaster of volatility in February amid concerns over slowing economic growth and political tensions. The Federal Reserve Bank of Atlanta's latest GDP (gross doemstic product) estimates predict a contraction in 2025's first quarter, adding to the uncertainty. Cohen & Steers president and CIO Jon Cheigh joins Market Domination Overtime hosts Josh Lipton and Julie Hyman to talk about the changing macroeconomic landscape. He explains that investors need to adapt to the new environment by diversifying their portfolios: "Our view is for policymakers, and therefore economies, it's just a much trickier game. So, what does that mean for investors? It means that even though, of course, everyone thinks they have the right answer, you need to be diversified." Cheigh emphasizes that with rising inflation and economic uncertainty, real assets and alternative investments — such as real estate and infrastructure — can offer stability and returns. "In a world where inflation may be a bit higher, and where maybe the view of what's GDP going to look like over the next six, 12, 24 months may be more uncertain, that's typically an environment where real assets tend to do better," Cheigh says. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Josh Lynch Jim Cramer on e.l.f. Beauty, Inc. (ELF): ‘I Am Not Gonna Sell It’ We recently published an article titled Jim Cramer Discussed These 7 Stocks. In this article, we are going to take a look at where e.l.f. Beauty, Inc. (NYSE:ELF) stands against the other stocks Jim Cramer recently talked about. Jim Cramer, the host of Mad Money, recently shared valuable investing lessons drawn from his 40 years of […] GitLab Inc. (GTLB): Among the Cash-Rich Mid Cap Stocks to Buy Now We recently compiled a list of the 10 Cash-Rich Mid Cap Stocks To Buy Now. In this article, we are going to take a look at where GitLab Inc. (NASDAQ:GTLB) stands against the other cash-rich mid cap stocks. Cash flow is the money moving in and out of a business over a set period. It is […] Is Innodata Inc. (INOD) the Best Performing IT Services Stock to Buy According to Analysts? We recently compiled a list of the 10 Best Performing IT Services Stocks to Buy According to Analysts. In this article, we are going to take a look at where Innodata Inc. (NASDAQ:INOD) stands against the other IT services stocks. According to research firm Statista, the IT Services industry encompasses a broad range of services and […] Is WNS (Holdings) Limited (WNS) the Best Performing IT Services Stock to Buy According to Analysts? We recently compiled a list of the 10 Best Performing IT Services Stocks to Buy According to Analysts. In this article, we are going to take a look at where WNS (Holdings) Limited (NYSE:WNS) stands against the other IT services stocks. According to research firm Statista, the IT Services industry encompasses a broad range of services […] Is Fiserv Inc. (FI) the Best Performing IT Services Stock to Buy According to Analysts? We recently compiled a list of the 10 Best Performing IT Services Stocks to Buy According to Analysts. In this article, we are going to take a look at where Fiserv Inc. (NYSE:FI) stands against the other IT services stocks. According to research firm Statista, the IT Services industry encompasses a broad range of services and […] Asian Stocks to Decline as Tariffs Spark US Rout: Markets Wrap (Bloomberg) -- Asian stocks are set to fall as President Donald Trump’s pledge to impose tariffs on trading partners sent US shares to their biggest loss of the year and raised the spectre of a trade war hitting global economic growth.Most Read from BloombergCuts to Section 8 Housing Assistance Loom Amid HUD UncertaintyHow Upzoning in Cambridge Broke the YIMBY MoldRemembering the Landscape Architect Who Embraced the CityNYC Office Buildings See Resurgence as Investors Pile Into BondsHong Kong Jo Nvidia-Backed CoreWeave Files for IPO, Shows Growing Revenue (Bloomberg) -- CoreWeave, a cloud-computing provider that’s one of the hottest startups in artificial intelligence, filed for an initial public offering disclosing rapidly growing revenue.Most Read from BloombergCuts to Section 8 Housing Assistance Loom Amid HUD UncertaintyHow Upzoning in Cambridge Broke the YIMBY MoldRemembering the Landscape Architect Who Embraced the CityNYC Office Buildings See Resurgence as Investors Pile Into BondsHong Kong Joins Global Stadium Race With New $4 Billion Spo Performance Overview Trailing total returns as of 3/3/2025, which may include dividends or other distributions. Benchmark is S&P BSE SENSEX Return NAVKARCORP.BO S&P BSE SENSEX YTD -42.79% -6.47% 1-Year -12.36% -0.89% 3-Year +177.83% +32.64%