Bond traders were largely unconcerned by Tuesday’s panic about artificial intelligence. A Wall Street Journal report said OpenAI missed its own revenue and user targets. Stocks of companies heavily invested within the AI ecosystem got dinged as investors feared the spending spree on AI may not result in massive capital gains after all.
Bond traders were largely unconcerned by Tuesday’s panic about artificial intelligence. A Wall Street Journal report said OpenAI missed its own revenue and user targets. Stocks of companies heavily invested within the AI ecosystem got dinged as investors feared the spending spree on AI may not result in massive capital gains after all.
The Central harbourfront is one of the world’s most recognisable urban skylines, overlooking a vast, open event space from Central to Admiralty that is coveted for major events. The right to run the event space for five years, from July 1, has just been awarded to a joint venture between property developer Henderson Land Development and concert organiser YW Company, commonly known as “Yiu Wing”. T...
The Central harbourfront is one of the world’s most recognisable urban skylines, overlooking a vast, open event space from Central to Admiralty that is coveted for major events. The right to run the event space for five years, from July 1, has just been awarded to a joint venture between property developer Henderson Land Development and concert organiser YW Company, commonly known as “Yiu Wing”. The location east of the International Finance Centre and the adjacent Central Yards development has...
April has been a fairly volatile month for equities, and things may not settle down soon. Inflation is rising, and some experts are increasingly warning of a potential recession. In this environment, it helps to invest in dividend stocks. The passive income they provide can help smooth out market losses in case the recent economic and geopolitical challenges lead to a market crash. Even if that do...
April has been a fairly volatile month for equities, and things may not settle down soon. Inflation is rising, and some experts are increasingly warning of a potential recession. In this environment, it helps to invest in dividend stocks. The passive income they provide can help smooth out market losses in case the recent economic and geopolitical challenges lead to a market crash. Even if that doesn't happen, reinvesting dividends is a great way to boost long-term returns. With that in mind, let's consider two high-yielding dividend stocks to consider this April: Pfizer (NYSE: PFE) and Medical Properties Trust (NYSE: MPT) . Image source: Getty Images. Pfizer boasts a juicy forward dividend yield of 6.4%. But between poor financial results and stiff competition in some areas, is it sustainable? In my view, it is. One of Pfizer's strengths is its deep portfolio of approved medicines. Even putting aside minor drugs or vaccines that make little revenue and don't meaningfully move the needle for the company, Pfizer had several drugs that generated over $1 billion in sales last year. Continue reading
pressureUA/iStock Editorial via Getty Images Welcome to Earnings Week Earnings season has never felt this intense. Five of the Magnificent Seven will report earnings this week, and they'll be playing a game of big-risk poker as much as quarterly reporting. In reality, we've got AI fever worse than ever. As such, the market has bid-up valuations based upon perfect execution and infinite-growth expe...
pressureUA/iStock Editorial via Getty Images Welcome to Earnings Week Earnings season has never felt this intense. Five of the Magnificent Seven will report earnings this week, and they'll be playing a game of big-risk poker as much as quarterly reporting. In reality, we've got AI fever worse than ever. As such, the market has bid-up valuations based upon perfect execution and infinite-growth expectations, leaving virtually no margin for error. Technology stocks are forecasted to grow by 40.9 percent in earnings per share (EPS) in the first quarter of 2026, which is roughly four times faster than the S&P 500’s ( SP500 ) forecasted 12.5 percent EPS growth. Technology stocks are forecasted to continue averaging 41.2 percent EPS growth over the next four quarters — almost two and one-half times faster than the broad market’s forecasted 20.1 percent. Those are some great numbers and those are simply incredible numbers. And they set a very high bar. Bloomberg Intelligence On April 29, Microsoft ( MSFT ), Alphabet ( GOOGL ), Amazon ( AMZN ), and Meta ( META ) will report Q1 results. Apple ( AAPL ) will follow on April 30 with its fiscal Q2 results. These first 4 companies accounted for roughly $373 billion of the $447 billion spent by the six hyperscalers in fiscal 2025, representing about 83% of reported hyperscaler capex. Agar Capital, Bloomberg The question everyone is trying to answer: when do the enormous investments made by these companies result in substantial profits? I am confident about the long term prospects for an AI-driven super cycle. The fundamental drivers of this trend are strong, the potential markets addressed by these companies are enormous and these companies have wide economic moats. Short term? Hold onto your seat. We are priced for perfection. It is difficult to achieve perfection on a quarter-by-quarter basis. In this report, my intention was to provide an overview of what the market expects from each company, along with my personal views on each...
Over 70 Democrats on Tuesday urged US President Donald Trump to keep Chinese carmakers out of America, warning of “irreversible” consequences, just weeks ahead of his high-stakes trip to Beijing to meet with China’s President Xi Jinping. “We must not cede the American auto industry to a strategic competitor intent on global dominance,” a letter, signed by 73 House Democrats led by US Representativ...
Over 70 Democrats on Tuesday urged US President Donald Trump to keep Chinese carmakers out of America, warning of “irreversible” consequences, just weeks ahead of his high-stakes trip to Beijing to meet with China’s President Xi Jinping. “We must not cede the American auto industry to a strategic competitor intent on global dominance,” a letter, signed by 73 House Democrats led by US Representative Debbie Dingell, said. “The consequences for American workers, our supply chains, our national...
Latest ONS figures also suggest lower population growth in coming decades than previously expected Deaths are projected to outnumber births in the UK every year from 2026 and the population is expected to grow at a slower rate over the next few decades than previously reported, according to the Office for National Statistics (ONS). About 1.7 million people are projected to join the population betw...
Latest ONS figures also suggest lower population growth in coming decades than previously expected Deaths are projected to outnumber births in the UK every year from 2026 and the population is expected to grow at a slower rate over the next few decades than previously reported, according to the Office for National Statistics (ONS). About 1.7 million people are projected to join the population between 2024 and 2034, pushing the total up 2.5% from 69.3 million to 71 million, before it starts to decrease in the mid-2050s. Continue reading...