Taiwan's chipmaker TSMC reports 58% jump in profit, warns about Iran war impacts WRAL Taiwan Semi raises 2026 outlook after Q1 profit surges amid AI demand Seeking Alpha TSMC first-quarter profit rises 58%, beats estimates as AI demand fuels record run CNBC TSMC quarterly profit leaps 58% to record, beats expectations Yahoo Finance TSMC lifts revenue forecast, pledges more capital spending to meet...
Taiwan's chipmaker TSMC reports 58% jump in profit, warns about Iran war impacts WRAL Taiwan Semi raises 2026 outlook after Q1 profit surges amid AI demand Seeking Alpha TSMC first-quarter profit rises 58%, beats estimates as AI demand fuels record run CNBC TSMC quarterly profit leaps 58% to record, beats expectations Yahoo Finance TSMC lifts revenue forecast, pledges more capital spending to meet AI chip demand Reuters Massive News for Taiwan Semiconductor Stock Investors The Motley Fool Here's How Much TSMC Stock Is Expected to Move After Earnings Investopedia Earnings snapshot: Taiwan Semiconductor Manufacturing tops Q1 estimates; guides Q2 revenue above consensus MSN Breakingviews - TSMC confronts new contenders for chipmaking crown Reuters
STORY: TSMC raised its annual revenue forecast on Thursday (April 16). The tech giant further said it's stepping up capital spending this year. That as the world's biggest contract manufacturer of advanced AI chips tries to meet massive demand for its products. The bullish outlook comes after the company - which is a major Nvidia supplier - said first-quarter profit leapt 58% to a record $18.2 bil...
STORY: TSMC raised its annual revenue forecast on Thursday (April 16). The tech giant further said it's stepping up capital spending this year. That as the world's biggest contract manufacturer of advanced AI chips tries to meet massive demand for its products. The bullish outlook comes after the company - which is a major Nvidia supplier - said first-quarter profit leapt 58% to a record $18.2 billion. That was well ahead of expectations and marked its eighth straight quarter of double-digit growth. CEO C.C. Wei said TSMC was being prudent in planning due to uncertainty caused by the Middle East conflict. He also said AI-related demand was still "extremely robust". His remarks were likely to ease investor worries about the impact of the war. He added full-year revenue in U.S. dollar terms would grow more than 30% - that's up from a previous forecast of close to 30%. While capital expenditure would be at the high end of its earlier guidance of $52 billion to $56 billion. Looking ahead, TSMC forecast sales between $39 billion and just over $40 billion for the current quarter. That's well up from the same period last year and a jump from close to $36 billion in the first quarter. The huge demand for high-performance chips needed for AI has driven Asia's most valuable company to new heights. TSMC's shares have gained more than a third so far this year.
Travelers Companies ( TRV ) is expected to announce a dividend hike at the end of June, extending its 20-year dividend growth streak based on historical trends. Analysts expect a consensus annual dividend of $4.56 per share, implying a quarterly dividend of $1.14, which would represent a 3.64% increase from the prior payout of $1.10. The company last paid a dividend of $1.10 per share in March 202...
Travelers Companies ( TRV ) is expected to announce a dividend hike at the end of June, extending its 20-year dividend growth streak based on historical trends. Analysts expect a consensus annual dividend of $4.56 per share, implying a quarterly dividend of $1.14, which would represent a 3.64% increase from the prior payout of $1.10. The company last paid a dividend of $1.10 per share in March 2026, representing an annual yield of 1.47%, and raised its dividend last June by 4.8% to $1.10 from $1.05. The insurance company has delivered a 5-year dividend growth rate of approximately 5.29% and maintains a 4-year average payout ratio of 25.62%. The property and casualty insurance company holds ratings of A for safety, A- for growth, D+ for yield, and A+ for dividend consistency. The Travelers Companies ( TRV ) is scheduled to report its first-quarter 2026 results today, Thursday, April 16, 2026 , before the market opens. More on The Travelers Companies Travelers: FY2025 Results Reinforce Long-Term Dividend Appeal The Travelers Companies, Inc. 2025 Q4 - Results - Earnings Call Presentation The Travelers Companies, Inc. (TRV) Q4 2025 Earnings Call Transcript The Travelers Companies Q1 2026 Earnings Preview Cboe Global and CME Group lead S&P 500 industrials movers in Q1
Siegfried Schnepf/iStock Editorial via Getty Images Osisko Development Analysis Data by YCharts I've followed Osisko Development Corp. ( ODV ) closely for years, for good reason: I own shares of OR Royalties Inc. ( OR ), one of my most successful investments. Osisko GR holds a 5% NSR royalty on its key asset (the Cariboo Gold Project ), plus a pretty significant equity stake in ODV. So, I really w...
Siegfried Schnepf/iStock Editorial via Getty Images Osisko Development Analysis Data by YCharts I've followed Osisko Development Corp. ( ODV ) closely for years, for good reason: I own shares of OR Royalties Inc. ( OR ), one of my most successful investments. Osisko GR holds a 5% NSR royalty on its key asset (the Cariboo Gold Project ), plus a pretty significant equity stake in ODV. So, I really want to know everything going on with Cariboo. What I'm seeing right now is a company in a much stronger position to turn a gold project into a producing mine. Currently, ODV trades at $3.34 and carries a market cap closing in on $1 billion. Cariboo, located in the mining-friendly jurisdiction of central British Columbia, is fully permitted and financed. At spot gold prices, Cariboo's net present value is several multiples of its market cap, and that disconnect is a big part of the buy thesis, as I explain below. Osisko Development: What You're Buying Osisko Development is a North American gold developer led by CEO Sean Roosen, who built and operated the Canadian Malartic mine before selling it to Agnico Eagle (AEM) and Yamana Gold for $4.1 billion in 2014. That track record matters. Roosen is a proven gold mine builder, and he's also assembled a strong team that has done this before. The 100%-owned Cariboo project is a perfect project for Roosen and his team, as it has the kind of upside worth investing in. It covers a 192,000-hectare land package. And it just so happens to be one of just two fully permitted undeveloped gold mines in Canada, with the other one being Seabridge Gold Inc.'s ( SA ) KSM project. I think that carries real value in the current permitting environment, where timelines can stretch for 10+ years. The company also holds the Tintic Project in Utah's historic East Tintic mining district, where it ran small-scale mining activities in 2025 and sold roughly 4,000 ounces in Q4. Tintic is a secondary asset at this point, so I won't spend any time there, as Ca...
ModernewWorld/DigitalVision via Getty Images Introduction UWM Holdings Corporation ( UWMC ) still remains one of the biggest US companies in the wholesale mortgage market, whose business model is fully oriented to the independent broker channel. Unlike the main competitors, UWMC completely refuses direct loaning to consumers; the company 's profitability directly depends on brokers loyalty and tec...
ModernewWorld/DigitalVision via Getty Images Introduction UWM Holdings Corporation ( UWMC ) still remains one of the biggest US companies in the wholesale mortgage market, whose business model is fully oriented to the independent broker channel. Unlike the main competitors, UWMC completely refuses direct loaning to consumers; the company 's profitability directly depends on brokers loyalty and technological advantage in the process of issuing loans. 2025 data shows that the company generated $2.8 billion in revenues, though net profit margin dropped to 12.4% due to ongoing price wars in the sector. The current non-GAAP P/E ratio of 13.5 is below the five-year historical average; the current share price doesn 't reflect the growth in fundamental value. Even though dividend yield is reaching 10.7%, the payout ratio is exceeding 300%, which limits the company 's ability to reinvest in technological expansion without additional borrowing. The company 's business efficiency remains at the top of the sector, with the average loan origination cost at $1850, though this operational advantage is neutralized by the high sensitivity to interest rate fluctuations. Strategic concentration in only one segment increases systematic risk, because any broker regulation tightening directly cuts through the UWMC revenue base, and the 2026 forecast suggests that there will only be a 3% growth in loan volumes. Business overview UWM Holdings Corporation takes up a dominating part in the US market as a mortgage lender that operates solely through the wholesale channel. The company currently controls more than 54% of this market, working with independent brokers and completely abandoning the retail service model. In 2025, total loan issuance volumes reached $163.4 billion, which was a 17% growth compared to 2024. The business model 's core is its own technological ecosystem, including the EASE platform and AI assistant Mia, which in 2026 should process over 12 million calls. This ensures op...
Citizens Financial Group press release ( CFG ): Q1 GAAP EPS of $1.13 beats by $0.04 . Revenue of $2.17B (+11.9% Y/Y) beats by $10M . Nonaccrual loans decreased 5% driven largely by a 12% decrease in commercial. The nonaccrual loans to total loansratio of 1.04% compares with 1.15% at March 31, 2025.• Net charge-offs of $138 million, or 39 basis points of average loans and leases compares with 58 ba...
Citizens Financial Group press release ( CFG ): Q1 GAAP EPS of $1.13 beats by $0.04 . Revenue of $2.17B (+11.9% Y/Y) beats by $10M . Nonaccrual loans decreased 5% driven largely by a 12% decrease in commercial. The nonaccrual loans to total loansratio of 1.04% compares with 1.15% at March 31, 2025.• Net charge-offs of $138 million, or 39 basis points of average loans and leases compares with 58 basis points for firstquarter 2025. This reflects a decrease in retail, given charge-offs associated with a loan sale in first quarter 2025,and a decrease in commercial real estate.• Provision for credit losses of $140 million decreased compared with a $153 million provision in first quarter 2025reflecting the runoff of the Non-Core portfolio and improving credit trends and loan mix.• Allowance for credit losses of $2.2 billion decreased $27 million compared with March 31, 2025 given the benefit ofthe sale of Non-Core education loans, continued Non-Core runoff and other improvements in loan mix. Allowance forcredit losses ratio of 1.52% as of March 31, 2026 compares with 1.61% as of March 31, 2025.• The allowance for credit losses to nonaccrual loans and leases ratio of 146% compares with 140% as of March 31, 2025. More on Citizens Financial Group Citizens Financial Group: Q1 Results Should Validate Recent Strength Citizens Financial Group, Inc. (CFG) Presents at RBC Capital Markets Global Financial Institutions Conference 2026 Transcript Citizens Financial Group, Inc. (CFG) Presents at UBS Financial Services Conference 2026 Transcript Citizens Financial Group Q1 2026 Earnings Preview Quant snapshot: JinkoSolar, PNC Financial lead top-rated names as SL Green Realty, Badger Meter lag
Private capital heavyweights including Apollo Global Management , Ares Management Corp. and Sixth Street Partners are in early discussions to help fund the National Basketball Association’s expansion into Europe, people with knowledge of the matter said. The NBA is exploring plans to establish a European league that could include newly created franchises and existing outfits, as well as football c...
Private capital heavyweights including Apollo Global Management , Ares Management Corp. and Sixth Street Partners are in early discussions to help fund the National Basketball Association’s expansion into Europe, people with knowledge of the matter said. The NBA is exploring plans to establish a European league that could include newly created franchises and existing outfits, as well as football clubs that do not currently operate a basketball team. If the plans come to fruition, the project could unlock multi-billion-dollar investment opportunities for private capital firms across teams and infrastructure, said the people, who asked not to be named. Talks remain at a preliminary stage and may not lead to deals. As many as 120 different prospective investors, including basketball and football clubs, have shown interest in the bidding process, a person familiar with the situation said. Representatives for the investment firms declined to comment. The NBA declined to comment on specific conversations. Mark Tatum, the NBA’s Deputy Commissioner and Chief Operating Officer, has previously stated that the league has “received significant interest from a range of prospective teams and investors for permanent franchise spots in a new league in Europe backed by NBA and FIBA.” Private capital has been building an increasingly significant presence in US basketball and in sport more generally. In 2025, Bill Chisholm led a group that included Sixth Street to acquire NBA team Boston Celtics in a deal valuing the franchise at $6.1 billion. Sixth Street also owns a stake in the San Antonio Spurs. Josh Harris, co-founder of Apollo, co-owns the Philadelphia 76ers alongside David Blitzer . Tony Ressler , the co-founder of Ares and Apollo, is a co-owner of the Atlanta Hawks, alongside Blue Owl that owns a small stake. The NBA’s ambitions in Europe still have several hurdles to cross. The plans have drawn skepticism from some European football club owners weighing potential involvement,...