This morning a "Potential Dividend Run Alert" went out for Elevance Health Inc (NYSE: ELV), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway?
This morning a "Potential Dividend Run Alert" went out for Elevance Health Inc (NYSE: ELV), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway?
My husband and I have experienced a few significant changes recently. Not only has he decided to semi-retire and start a consulting business, but he's also taken over some of the financial tasks I've previously handled. A couple of weeks ago, he decided he would transfer the money from his employer-sponsored 401(k) plan to an IRA. His former employer offered a 6% matching plan on his contributions...
My husband and I have experienced a few significant changes recently. Not only has he decided to semi-retire and start a consulting business, but he's also taken over some of the financial tasks I've previously handled. A couple of weeks ago, he decided he would transfer the money from his employer-sponsored 401(k) plan to an IRA. His former employer offered a 6% matching plan on his contributions, a deal too good to pass up. However, it may have been a mistake to max out that 401(k) account because plan fees were higher than expected. I only tell you this because there's a lesson in it. Image source: Getty Images. Continue reading
This morning a "Potential Dividend Run Alert" went out for Victory Capital Holdings Inc (NASD: VCTR), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run
This morning a "Potential Dividend Run Alert" went out for Victory Capital Holdings Inc (NASD: VCTR), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run
Soon to go on display at the National Gallery of Art in DC, it took a female artist to portray the biblical figure not as shamed and repentant but in the throes of ecstatic rapture A woman knocks her head back. Her eyes and mouth are closed but she is awake. With flushed cheeks, red lips and long, golden hair, she glows from a sharply lit flame in a room otherwise cloaked in darkness. Wearing text...
Soon to go on display at the National Gallery of Art in DC, it took a female artist to portray the biblical figure not as shamed and repentant but in the throes of ecstatic rapture A woman knocks her head back. Her eyes and mouth are closed but she is awake. With flushed cheeks, red lips and long, golden hair, she glows from a sharply lit flame in a room otherwise cloaked in darkness. Wearing textures ranging from a lace-trimmed chemise blouse – slipping down her right shoulder and exposing her porcelain skin – to a heavy yellow and purple material, she appears to be alone. Unaware of our presence, she exists in a state of sublimity, but also freedom. The woman we are looking at is Mary Magdalene “in ecstasy”, painted in the early 1620s by Artemisia Gentileschi, the Italian baroque artist famed for her heroic and powerful depictions of mythological and biblical women. Recently acquired by the National Gallery of Art in Washington, DC, it will go on view – free of charge – from 24 February. While it is, monumentally, the institution’s first acquisition by Gentileschi, it is also a picture that shows the saint “neither repentant nor suffering”, as curator Letizia Treves has written. An important distinction because, for centuries, Magdalene’s image has been shaped not just by scripture, but fabulated and conflated by powerful men. Continue reading...
Dilok Klaisataporn/iStock via Getty Images “China is dumping US Treasuries to get out of the dollar.” This claim has been circulating the mainstream feeds lately, with the narrative that the “end of the dollar is near,” or “the US will lose its funding base” and the “bond yields will surge.” But are those claims valid? Such is what we will explore in more detail. Let’s start with the chart that ha...
Dilok Klaisataporn/iStock via Getty Images “China is dumping US Treasuries to get out of the dollar.” This claim has been circulating the mainstream feeds lately, with the narrative that the “end of the dollar is near,” or “the US will lose its funding base” and the “bond yields will surge.” But are those claims valid? Such is what we will explore in more detail. Let’s start with the chart that has everyone concerned. As shown, China’s holdings of US Treasury bonds have fallen from nearly $1.2 trillion to $600 billion, or a 50% decline. On the surface, you can certainly understand the reasons for concern, as the decline in holdings over the last decade supports a clean storyline. However, the problem is the step between observation and conclusion. A lower line item for “China, Mainland” does not equal a forced sale, it does not prove intent, nor does it prove a structural exit. What it does show is a lack of understanding about the dynamics of reserve currency management, and, in the case of China, the need to protect those reserves. Let’s start with the Treasury Department, which states that the holdings tables are built “primarily on the basis of custodial data.” That phrase matters. Custodial data records where securities are held for settlement and safekeeping. Critically, the custodian is not the same as the beneficial owner, and that distinction undermines the headline narrative. The Treasury’s own FAQ is the most important in this particular narrative: “If a Treasury security purchased by a foreign resident is held in a custodial account in a third country, the true country of ownership will not be reflected.” Read that sentence again. The system is designed to track where the bonds sit, not whose balance sheet carries the risk. This is crucially important when it comes to the narrative that China is dumping its bond holdings and moving away from the dollar. For those jumping to that conclusion, they did not take the time to ask the right question: “Where did...
Snowflake ( NYSE: SNOW ) on Monday said its Cortex Code CLI , an AI coding agent for developers, now supports workflows beyond Snowflake, including dbt and Apache Airflow, enabling secure, context-aware AI assistance across multiple data systems. The company said the expanded platform allows developers to build, manage, and optimize data pipelines more efficiently while maintaining enterprise-grad...
Snowflake ( NYSE: SNOW ) on Monday said its Cortex Code CLI , an AI coding agent for developers, now supports workflows beyond Snowflake, including dbt and Apache Airflow, enabling secure, context-aware AI assistance across multiple data systems. The company said the expanded platform allows developers to build, manage, and optimize data pipelines more efficiently while maintaining enterprise-grade controls, and introduces a self-service subscription plan for teams not yet using Snowflake. Since launching in November 2025, Cortex Code has attracted more than 4,400 users, with Snowflake highlighting its ability to accelerate multi-system workflows and improve code quality. The update also provides support for leading AI models, administrative controls, and governance features. SNOW -0.86% premarket to $171.0. Source: Press Release More on Snowflake Snowflake: The AI Data Cloud Inflection Point (Q4 Earnings Preview) Snowflake Stands Apart From SaaSpocalypse Fears (Upgrade) Snowflake: Transition Story Priced As Growth, But Momentum Is Missing Snowflake in spotlight as Wells Fargo survey shows uptick in consumption trends SA analyst upgrades/downgrades: MSFT, ABNB, SNOW, ENB
Defense Secretary Pete Hegseth has summoned Anthropic CEO Dario Amodei to the Pentagon for a tense discussion over the military's use of Claude. Hegseth has threatened to designate Anthropic a "supply chain risk."
Defense Secretary Pete Hegseth has summoned Anthropic CEO Dario Amodei to the Pentagon for a tense discussion over the military's use of Claude. Hegseth has threatened to designate Anthropic a "supply chain risk."
For much of last year, Tesla (NASDAQ: TSLA) shares traded wel l below the S&P 500. Some of the early drop was due to Elon Musk’s relationship with the new Trump administration and his leadership of The Department of Government Efficiency (DOGE), which tried to bring down costs of the federal government by massive cuts. ... How Tesla Beat The Market
For much of last year, Tesla (NASDAQ: TSLA) shares traded wel l below the S&P 500. Some of the early drop was due to Elon Musk’s relationship with the new Trump administration and his leadership of The Department of Government Efficiency (DOGE), which tried to bring down costs of the federal government by massive cuts. ... How Tesla Beat The Market
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . Transatlantic tensions have returned to the top of Europe’s agenda following Friday’s ruling by the US Supreme Court to strike down most of the tariffs imposed last year. As trading partners absorb the news, the European Parliament is...
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . Transatlantic tensions have returned to the top of Europe’s agenda following Friday’s ruling by the US Supreme Court to strike down most of the tariffs imposed last year. As trading partners absorb the news, the European Parliament is poised to freeze the ratification process of the deal struck last year. While Bernd Lange, chairman of the trade committee, already said Sunday he wanted to delay the process, he now has sufficient support from other groups to postpone further steps at a meeting this afternoon. Zeljana Zovko, the lead trade negotiator in the European People’s Party group, told Bloomberg this morning that “we have no other option” but to delay the approval process to seek clarity on the situation. Officials in Brussels and across national capitals are scrambling to respond to the latest curveball in the transatlantic relationship. EU Trade Commissioner Maros Sefcovic, who spoke with US Commerce Secretary Howard Lutnick and Trade Representative Jamieson Greer on Saturday, will brief EU ambassadors this afternoon. He also participated in a virtual meeting of G7 trade ministers today. The Commission has insisted that a “deal is a deal” as it seeks clarity on how the court ruling and Trump’s announcement of new temporary 15% tariffs will impact the EU-US trade pact. Complicating the picture is the fact that the US will launch accelerated trade investigations that could target specific sectors based on alleged unfair trade practices. These could hit the digital or pharma sectors. Read More: Trump’s Options After Supreme Court Said His Tariffs Are Illegal While the EU’s executive arm correctly pointed out this lunchtime that it has kept its side of the bargain, Europe’s laborious legislative process gives it room to maneuver if the US changes the goal posts. The next twist may come soon. Presiden...
quantic69 Dell Technologies ( DELL ) is set to report fiscal fourth-quarter results after the close of trading on Feb. 26, and investment firm Evercore believes that memory costs and artificial intelligence-related spending will be paramount for investors. “Given concerns around memory inflation, expect DELL to have benefited from a demand pull-in across PCs and traditional servers as customers wi...
quantic69 Dell Technologies ( DELL ) is set to report fiscal fourth-quarter results after the close of trading on Feb. 26, and investment firm Evercore believes that memory costs and artificial intelligence-related spending will be paramount for investors. “Given concerns around memory inflation, expect DELL to have benefited from a demand pull-in across PCs and traditional servers as customers will have looked to get ahead of ASP increases,” analyst Amit Daryanani wrote in a note to clients. “In ISG, AI server momentum will continue to drive growth, with DELL exiting FQ3 with AI orders of $12.3B and backlog of $18.4B, while also guiding FY26 AI server revs of $25B—implying a step up to $9B+ in the Jan-qtr AI revenues. In CSG, early IDC data suggests Dell gained ~100bps of share in Q4, marking its first share gain in over three years. That said, we do expect some Jan-qtr GM pressure as DELL honors prior POs, though moving forward, DELL has already shifted to more dynamic pricing actions and a shorter quote window to better protect margins going forward.” Delving deeper into memory, Daryanani, who has an Outperform rating and a $160 price target on Dell, said any impact on margins is a “wildcard,” given there is some elasticity in pricing. “While memory-driven elasticity, particularly at the low end of PCs, remains a wildcard, we expect share gains, higher ASPs and commercial mix to support revenue growth even in a down unit environment,” he explained. A consensus of analysts expects Dell to earn $3.53 per share on $31.66B in revenue for the coming quarter. More on Dell Dell Technologies Q4 Earnings Preview: Sustaining Growth With AI Momentum Stop Reading Dell's Margin Story Wrong, The Math Says 50% Upside Dell: Strong Server Segment Outshines Weak PC Segment Nvidia re-enters PC market with AI-powered laptop chips Dell in focus as Evercore adds to Tactical Outperform list
After shares of CBRE plunged earlier this month on worries artificial intelligence will upend the need for office space, UBS thinks the fears are overblown and is recommending investors buy the stock after the retreat. The Swiss bank upgraded the commercial real estate adviser to buy from neutral on Sunday, raising its 12-month price target by almost 6%, to $185 from $175. That implies 21% upside ...
After shares of CBRE plunged earlier this month on worries artificial intelligence will upend the need for office space, UBS thinks the fears are overblown and is recommending investors buy the stock after the retreat. The Swiss bank upgraded the commercial real estate adviser to buy from neutral on Sunday, raising its 12-month price target by almost 6%, to $185 from $175. That implies 21% upside from Friday's close, and would mean new record highs for the stock. CBRE tanked 20% in two days a couple of of weeks ago as AI disruption fears roiled the market. The concern is that AI will replace enough white-collar jobs that fewer office spaces filled with workers will be needed, ruining the office real estate market. Shares of CBRE are down almost 14% in February. CBRE 1M mountain CBRE 1-month chart. But UBS analyst Alex Kramm thinks CBRE can weather the AI storm. "While AI could have some impact over time, we believe CBRE is actually positioned to benefit given its strong industry position and vast data assets," he wrote in the 28-page report. Kramm added that CBRE, once known as CB Richard Ellis and before that Coldwell Banker, should be insulated from AI disruptions due to the complicated nature of its work, along with how localized real estate is. UBS also thinks the company's fundamentals look strong. In its latest quarterly report delivered earlier this month, CBRE gave strong guidance and indicated momentum from 2025 continued in the first six weeks of 2026. That outlook may not be reflected in the stock price, Kramm said. "We are raising our [earnings and revenue] estimates significantly, supported by strong industry trends and company guidance, which points to 14-19% y/y growth in FY26," he wrote. "We think the stock is pricing in only ~7% medium-term revenue growth, leaving room for upside."
pingingz OpenAI ( OPENAI ) has signed multi-year partnerships with Accenture ( ACN ), Boston Consulting Group, Capgemini, and McKinsey & Company to help deploy its enterprise platform called Frontier. The Microsoft ( MSFT )-backed AI startup said it has formed "Frontier Alliances" with the four consulting firms. The company did not share the financial details of the partnerships. OpenAI noted that...
pingingz OpenAI ( OPENAI ) has signed multi-year partnerships with Accenture ( ACN ), Boston Consulting Group, Capgemini, and McKinsey & Company to help deploy its enterprise platform called Frontier. The Microsoft ( MSFT )-backed AI startup said it has formed "Frontier Alliances" with the four consulting firms. The company did not share the financial details of the partnerships. OpenAI noted that it is entering the partnerships with each firm to help deploy AI coworkers across the enterprise. The company said that its partners will work alongside OpenAI’s Forward Deployed Engineering, or FDE, team. Each partner is investing in dedicated practice groups and building teams that will be certified on OpenAI technology. OpenAI will support them with technical resources, roadmap insight, and access to its product and research teams. OpenAI noted that Frontier is available today to a limited set of customers, and larger availability will come over the next few months. "Business transformation requires more than great models - it requires end-to-end execution across technology, data, security, and change management. Together, we’ll help organizations operationalize AI across the enterprise - responsibly and at scale," said Accenture's Chair and CEO Julie Sweet. OpenAI is competing against rivals such as Alphabet's ( GOOG ) ( GOOGL ) Google and Anthropic ( ANTHRO ) to win users and market share. Earlier this month, the company made a deeper push into the lucrative enterprise market with the launch of Frontier, a new platform that helps enterprises build, deploy, and manage AI agents. OpenAI CFO Sarah Friar told CNBC in January that enterprises account for about 40% of the company's business, though she expects this figure to reach closer to 50%. Denise Dresser, OpenAI’s chief revenue officer, said in an interview with CNBC that OpenAI decided to collaborate with consulting firms because they have existing relationships with enterprises and a deep knowledge about how those b...
DNY59/E+ via Getty Images I previously covered Roblox Corporation ( RBLX ) in November 2025, discussing its prior meltdown arising from the mixed FQ4'25 guidance, as the management aggressively invested in its game developers to drive higher engagements/improved monetization and data centers to drive lower latency in real-time game play - both of which were expected to trigger bottom-line headwind...
DNY59/E+ via Getty Images I previously covered Roblox Corporation ( RBLX ) in November 2025, discussing its prior meltdown arising from the mixed FQ4'25 guidance, as the management aggressively invested in its game developers to drive higher engagements/improved monetization and data centers to drive lower latency in real-time game play - both of which were expected to trigger bottom-line headwinds. Given the mixed investment thesis and the expensive valuations, I had reiterated my Hold rating then. In this article, I shall discuss why I am cautiously upgrading RBLX as a Buy here, thanks to the robust FY2025 Rule of 75.4% outperformance across booking (revenue) growth/FCF margin, the more reasonable valuation after the much-needed halving from recent highs, and the promising insights offered by the emergence of a new uptrend support line. RBLX Drives Unconventional, Yet Excellent Gaming Monetization Trends RBLX 1Y Stock Price (TradingView) Since my last Hold rating, RBLX has experienced a steep meltdown by -39% against the wider market at +2%, with a similar correction also observed in its gaming/GameDev peers in varying degrees. Part of the headwinds may be attributed to Google's ( GOOG )( GOOGL ) recent announcement of "Project Genie, an experimental research prototype that allows users to create virtual worlds and interact with them," with the AI's ability to "create an impressive range of fascinating worlds and experiences " expected to make certain GameDev offerings irrelevant. While I am skeptical of the AI's ability to truly deliver a consistent/intelligent game-play experience without encroaching on legacy/trademark issues and therefore, making GameDev platforms obsolete, I am of the opinion that the meltdown has been a boon indeed, with it triggering dip-buying opportunities for those who have been patient. This is especially since RBLX has been able to report outsized booking growth to $2.22B in FQ4'25 ( +15.6% QoQ / +63.2% YoY ), with it highlighting the ...