Getty Images Why Should Investors Consider A Vietnam ETF In Today's Market? Vietnam was the fastest-growing economy among the members of the Association of Southeast Asian Nations (ASEAN) in 2025, achieving gross domestic product (GDP) growth of 8% year-over-year (YoY). 1 If that was not quite enough to put Vietnam on the map for global investors, it achieved another milestone relevant for investo...
Getty Images Why Should Investors Consider A Vietnam ETF In Today's Market? Vietnam was the fastest-growing economy among the members of the Association of Southeast Asian Nations (ASEAN) in 2025, achieving gross domestic product (GDP) growth of 8% year-over-year (YoY). 1 If that was not quite enough to put Vietnam on the map for global investors, it achieved another milestone relevant for investors: inclusion, in principle, in the FTSE Emerging Markets Index, with reclassification expected to take effect in September 2026, subject to FTSE Russell's implementation criteria. This represents an upgrade by the global index provider from frontier to emerging market status. Strong growth combined with a recognition of its recent capital market reforms in the form of index inclusion means that Vietnam's stock market has gained increased attention from global investors. But, with the vast majority of Vietnamese stocks listed locally and some completely restricted from foreign investment at the individual stock level, Vietnam's stock market can be difficult to access. Even if one can access the market, stock selection can be a challenge for new investors because, as an emerging market, Vietnam's stock market lacks the breadth and depth of sectors seen in more developed stock markets, such as China's. What are some of the benefits of Vietnam ETFs? Vietnam ETFs can provide diversified exposure to Vietnam's stock market in a single investment that trades on a US exchange.* However, the KraneShares Dragon Capital Vietnam Growth Index ETF ( KPHO ), through ownership of Dragon Capital's locally-listed product, the Diamond ETF, KPHO provides access to the stocks that reached or are nearing their Foreign Ownership Limits. KPHO also employs an index-based fundamental screen based on specified ranges of price-to-earnings (P/E) and asset-to-equity ratios, as well as a proprietary growth ratio calculated by the index provider, to select eligible securities. What is the outlook for Viet...
The Supreme Court’s Feb. 20 ruling striking down President Trump’s reciprocal and fentanyl-trafficking tariffs has created uncertainties about next steps. In this Votes and Verdicts Podcast, Ted Murphy, partner at Sidley Austin and co-leader of the law firm’s global arbitration, trade and advocacy practice, joins Bloomberg Intelligence litigation analyst Holly Froum to talk about the Supreme Court...
The Supreme Court’s Feb. 20 ruling striking down President Trump’s reciprocal and fentanyl-trafficking tariffs has created uncertainties about next steps. In this Votes and Verdicts Podcast, Ted Murphy, partner at Sidley Austin and co-leader of the law firm’s global arbitration, trade and advocacy practice, joins Bloomberg Intelligence litigation analyst Holly Froum to talk about the Supreme Court’s ruling, next steps, the right to refunds, additional tariffs that could be on the horizon, the le
In this video, I will cover 10 stocks and discuss their bull and bearish theses. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Feb. 20, 2026. The video was published on Feb. 21, 2026. Continue reading
In this video, I will cover 10 stocks and discuss their bull and bearish theses. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Feb. 20, 2026. The video was published on Feb. 21, 2026. Continue reading
Amazon.com Inc. is investing $50 billion in the financing round, OpenAI said Friday, by far the largest amount the e-commerce giant has put into any company. As part of the agreement, OpenAI will use Amazon’s line of in-house AI chips, called Trainium, and jointly develop customized models for Amazon’s own engineering teams.
Amazon.com Inc. is investing $50 billion in the financing round, OpenAI said Friday, by far the largest amount the e-commerce giant has put into any company. As part of the agreement, OpenAI will use Amazon’s line of in-house AI chips, called Trainium, and jointly develop customized models for Amazon’s own engineering teams.
hapabapa/iStock Editorial via Getty Images Autodesk's ( ADSK ) fourth quarter fiscal 2026 results and fiscal 2027 outlook proved the company is embracing, and thriving, in the age of artificial intelligence. The computer-aided design software company also completed its go-to-market optimization strategy, which could cause temporary disruption to billings during the early part of fiscal 2027. "Howe...
hapabapa/iStock Editorial via Getty Images Autodesk's ( ADSK ) fourth quarter fiscal 2026 results and fiscal 2027 outlook proved the company is embracing, and thriving, in the age of artificial intelligence. The computer-aided design software company also completed its go-to-market optimization strategy, which could cause temporary disruption to billings during the early part of fiscal 2027. "However, the CFO emphasized that the underlying momentum of the business is expected to remain strong, similar to fiscal 2026," said J.P. Morgan analysts, led by Alexei Gogolev, in an investor note. "Management provided fiscal 2027 guidance that incorporates prudence for potential near-term disruption from sales restructuring, with billings growth no longer benefiting from the new transaction model or annual billing transitions. The company continues to advance its AI strategy, leveraging its unique advantages in specialized data, industry context, and platform capabilities to build agentic AI for design and make workflows." J.P. Morgan reiterated its Overweight rating and increased its price target to $336 from $319. Meanwhile, BTIG reiterated its Buy rating but lowered its price target to $300 from $365. "Revenue growth (CC & adj. for new transaction model) of 14% was nicely ahead of our 11% estimate and Billings growth (CC & adj. for new transaction model) of 32% was also well ahead of our 17% estimate," said BTIG analysts, led by Nick Altmann, in a Friday note. "A large pool of EBA renewals and linearity helped drive greater billings upside in the quarter along with cRPO growth (23% vs. 16% consensus estimates)." "FY27 revenue guidance was also ahead of consensus at $8,100M-$8,170M (+12-13% growth) vs. $7,962M consensus (+11%) and ADSK expects revenue growth of 9-10% (adj. for new transaction model)," Altmann added. "Regarding the outlook, mgmt noted the framework incorporates GTM disruption given the aforementioned RIF was largely customer-facing roles, though mgmt. pointe...
watch now VIDEO 1:48 01:48 Anthropic faces a 'lose-lose' battle as it faces off with the Pentagon Tech Anthropic is heading into Friday in a no-win situation. The artificial intelligence startup has until 5:01 p.m. ET to decide whether it will agree to allow the Department of Defense to use its models in all lawful use cases without limitation. If it doesn't, Defense Secretary Pete Hegseth has thr...
watch now VIDEO 1:48 01:48 Anthropic faces a 'lose-lose' battle as it faces off with the Pentagon Tech Anthropic is heading into Friday in a no-win situation. The artificial intelligence startup has until 5:01 p.m. ET to decide whether it will agree to allow the Department of Defense to use its models in all lawful use cases without limitation. If it doesn't, Defense Secretary Pete Hegseth has threatened to label the company a "supply chain risk" or force it to comply by invoking the Defense Production Act. Anthropic signed a $200 million contract with the DoD in July, and was the first AI lab to integrate its models into mission workflows on classified networks. The company has been negotiating the terms of its agreement with the agency, and has asked for assurance that its technology won't be used for fully autonomous weapons or domestic mass surveillance of Americans. "In a narrow set of cases, we believe AI can undermine, rather than defend, democratic values," Anthropic CEO Dario Amodei, who co-founded the company in 2021, wrote in a statement on Thursday. "Some uses are also simply outside the bounds of what today's technology can safely and reliably do." The DoD has refused to budge, and negotiations have devolved into a stalemate that's turned into the most high-profile test to date of Anthropic's stated values. The company has spent years carefully crafting its reputation as the champion of safe and responsible AI deployment, positioning itself in contrast to OpenAI, where Amodei worked before leaving to start Anthropic. watch now VIDEO 2:45 02:45 Is Anthropic a 'supply chain risk'? Squawk Box Europe But Anthropic is simultaneously facing intense pressure to justify its massive $380 billion valuation, supported by large institutional and strategic investors, while it races to stay on the cutting edge of model development and fend off competition from OpenAI and other rivals including Google and Elon Musk's xAI. All three of those companies' models are used ...
Maria Vonotna/iStock via Getty Images I just purchased Super Micro Computer, Inc. ( SMCI ) shares for the first time ever. This stock was an early AI-story darling into 2024, with high growth rates building server and storage solutions for data centers and cloud providers. Then the wheels fell off the stock on accounting worries, overvaluation concerns, margin compression, and questions about the ...
Maria Vonotna/iStock via Getty Images I just purchased Super Micro Computer, Inc. ( SMCI ) shares for the first time ever. This stock was an early AI-story darling into 2024, with high growth rates building server and storage solutions for data centers and cloud providers. Then the wheels fell off the stock on accounting worries, overvaluation concerns, margin compression, and questions about the sustainability of long-term expansion. The stock is down from $122 in early 2024 to just $33 today. SMCI has been perhaps the worst large-cap performer for investors in the booming AI hardware group over the past several years. YCharts - Super Micro Computer, Share Price, 5 Years The good news is actual sales and income growth rates are projected to remain elevated into the end of June (its fiscal year 2026), with a moderation in rates expected going into 2027-28. A forward P/E around 12x this "calendar" year's estimate for income generation is actually quite attractive if astounding growth rates remain around longer than anticipated (as data center spending plans by Big Tech are showing no signs of slowing down in early 2026). Seeking Alpha Table - Super Micro Computer, Analyst Estimates for FY 2026-28 (June), February 24th, 2026 No matter if you are an AI super-bull or a regular growth investor trying to find decent valuations worth buying, Super Micro could be an interesting pick for your portfolio in the low-$30s. Let's review some fundamental and technical datapoints to paint the bullish picture with greater color. With hundreds of billions in U.S. dollars in spending planned by Big Tech firms to construct new data centers around the world over the next 2-3 years, Super Micro Computer is well positioned as a top supplier of high-end computer networking and processing infrastructure. Super Micro Computer - Q2 2026 Earnings Presentation Super Micro Computer - Q2 2026 Earnings Presentation Super Micro Computer - Q2 2026 Earnings Presentation Super Micro Computer - Q2 2026...
BING-JHEN HONG/iStock Editorial via Getty Images NVIDIA Corporation ( NVDA ) just reported another remarkable quarter with amazing guidance of FQ1'27. The AI chip company has even reigned in some questionable investments, in a signal management isn't wildly spending free cash flow anymore. My investment thesis is ultra Bullish on the stock after trading sideways for months while the business conti...
BING-JHEN HONG/iStock Editorial via Getty Images NVIDIA Corporation ( NVDA ) just reported another remarkable quarter with amazing guidance of FQ1'27. The AI chip company has even reigned in some questionable investments, in a signal management isn't wildly spending free cash flow anymore. My investment thesis is ultra Bullish on the stock after trading sideways for months while the business continues to surge with visibility into strong growth for the next 2 to 3 years. Source: Finviz Nvidia's Q4 - A Masterful Quarter Just when Nvidia seems to have grown too much, the company reports another blockbuster quarter. Nvidia reported the following key FQ4'26 numbers as follows: FQ4 Non-GAAP EPS of $1.62 beats by $0.08. Revenue of $68.13 billion (+73.2% YoY) beats by $1.9 billion. Record quarterly Data Center revenue of $62.3 billion, up 22% from FQ3 and up 75% from a year ago. The AI chip company reported even more impressive guidance. Nvidia forecast FQ1'27 revenues of $78 billion versus consensus at $72 billion. The company has now returned to beating consensus analyst estimates by roughly $2 billion each quarter. Nvidia now has an accelerating growth rate again as data center revenues accelerate to $62 billion in the quarter, up from only $36 billion last FQ4. Guidance supports data center revenue topping $70 billion in FQ1. Source: Seeking Alpha Investors should've known the numbers were going to be exceptional with the major hyperscalers all ramping up capex spending in 2026. The capex forecast is now projected to be $660 billion with Amazon ( AMZN ) leading the way with plans to spend upwards of $200 billion alone on capex in 2026. Source: FactSet, Goldman Sachs The big question is why the stock isn't relaying despite sales surging 73% in the last quarter and hyperscaler capex set to grow another 60%+ in 2026. Some of the worries are on higher operating expenses and lower gross margins. Nvidia reported FY26 gross margin of only 71.3%, but the guidance is for 75.0% ...
BING-JHEN HONG/iStock Editorial via Getty Images NVIDIA Corporation ( NVDA ) just reported another remarkable quarter with amazing guidance for FQ1'27. The AI chip company has even reined in some questionable investments, in a signal management isn't wildly spending free cash flow anymore. My investment thesis is ultra Bullish on the stock after trading sideways for months while the business conti...
BING-JHEN HONG/iStock Editorial via Getty Images NVIDIA Corporation ( NVDA ) just reported another remarkable quarter with amazing guidance for FQ1'27. The AI chip company has even reined in some questionable investments, in a signal management isn't wildly spending free cash flow anymore. My investment thesis is ultra Bullish on the stock after trading sideways for months while the business continues to surge with visibility into strong growth for the next 2 to 3 years. Source: Finviz Nvidia's Q4: A Masterful Quarter Just when Nvidia seems to have grown too much, the company reports another blockbuster quarter. Nvidia reported the following key FQ4'26 numbers as follows: FQ4 Non-GAAP EPS of $1.62 beats by $0.08. Revenue of $68.13 billion (+73.2% YoY) beats by $1.9 billion. Record quarterly Data Center revenue of $62.3 billion, up 22% from FQ3 and up 75% from a year ago. The AI chip company reported even more impressive guidance. Nvidia forecast FQ1'27 revenues of $78 billion versus consensus at $72 billion. The company has now returned to beating consensus analyst estimates by roughly $2 billion each quarter. Nvidia now has an accelerating growth rate again as data center revenues accelerate to $62 billion in the quarter, up from only $36 billion last FQ4. Guidance supports data center revenue topping $70 billion in FQ1. Source: Seeking Alpha Investors should've known the numbers were going to be exceptional with the major hyperscalers all ramping up capex spending in 2026. The capex forecast is now projected to be $660 billion , with Amazon ( AMZN ) leading the way with plans to spend upwards of $200 billion alone on capex in 2026. Source: FactSet, Goldman Sachs The big question is why the stock isn't rallying despite sales surging 73% in the last quarter and hyperscaler capex set to grow another 60%+ in 2026. Some of the worries are on higher operating expenses and lower gross margins. Nvidia reported an FY26 gross margin of only 71.3%, but the guidance is for 75...