Nvidia chips for laptop computers are set to hit the market this year in products from Dell, Lenovo and others, a return to the consumer PC market for the leader in artificial-intelligence chips. The world’s most valuable company by market capitalization, Nvidia isn’t expecting big profit soon from getting its chips into everyday PCs, but analysts said it wanted to keep a connection with consumers...
Nvidia chips for laptop computers are set to hit the market this year in products from Dell, Lenovo and others, a return to the consumer PC market for the leader in artificial-intelligence chips. The world’s most valuable company by market capitalization, Nvidia isn’t expecting big profit soon from getting its chips into everyday PCs, but analysts said it wanted to keep a connection with consumers in an era when every device will be AI-enabled. Nvidia and its partners hope to make PCs lighter and thinner while keeping long battery life.
After a three-year love affair with anything related to artificial intelligence, U.S. investors are flocking to the factory owners, fast-food restaurants and commodity companies that have seemingly strong odds of surviving the technological revolution intact. The winners include McDonald’s Exxon Mobil and tractor maker Deere Left behind are the perceived potential victims of the AI revolution, a l...
After a three-year love affair with anything related to artificial intelligence, U.S. investors are flocking to the factory owners, fast-food restaurants and commodity companies that have seemingly strong odds of surviving the technological revolution intact. The winners include McDonald’s Exxon Mobil and tractor maker Deere Left behind are the perceived potential victims of the AI revolution, a list that has ranged from wealth managers to software firms. In the past month, the S&P 500 sectors for industrials, materials, utilities and consumer staples have surged ahead of the overall index, while information technology has slid and the Magnificent Seven tech giants— Alphabet Amazon Apple Meta Microsoft Nvidia and Tesla —have languished.
Getty Images Investment Thesis Friday’s Supreme Court ruling invalidated the current US administration’s global trade tariff policy framework introduced last year. The immediate list of beneficiaries are companies whose supply chains reside in ex-US locations, especially locations like China, India, and Vietnam. For most of last year, the US had levied >20% tariffs on companies importing component...
Getty Images Investment Thesis Friday’s Supreme Court ruling invalidated the current US administration’s global trade tariff policy framework introduced last year. The immediate list of beneficiaries are companies whose supply chains reside in ex-US locations, especially locations like China, India, and Vietnam. For most of last year, the US had levied >20% tariffs on companies importing components and materials from these Asian locations, which would eventually add up to the COGS line item in American companies' balance sheets. The Supreme Court’s ruling invalidates this tariff framework, potentially providing some relief, although the Trump administration has already announced a new 15% tariff regime, which will create confusion about how to now price in tariff headwinds. For Apple (NASDAQ: AAPL ), these tariff whipsaws should not matter at all. Apple has reported outstanding growth in its profitability so far, surpassing an accelerating top-line growth obliterating previously revealed $3B tariff headwinds. The Supreme Court’s decision to invalidate US tariffs is obviously good, but there will be confusion about how this plays out. But my analysis shows that despite these tariff whipsaws, Apple will be a winning stock. I reiterate my bullishness on Apple’s shares. Apple Margins Muscle Will Flex Through Tariff Confusion Apple’s iPhone 17 has been received extremely well in the smartphone market worldwide, including in geographies like China, where sales jumped 38% y/y to $25.5B. Compared to China, Apple’s overall iPhone sales grew 23%, the fastest they've ever grown since 2022. Even in the North American market, Apple’s iPhones were a smash hit, with iPhone sales accelerating to 11.2% y/y growth, $58.5B in revenues, compared to the 4-6% growth Apple’s North American market had been delivering through most of CY25. This is what I explained in my previous post on Apple, where it noted strong market share gains by Apple in the smartphone market. It’s not the growth ac...
Getty Images Investment Thesis Friday’s Supreme Court ruling invalidated the current US administration’s global trade tariff policy framework introduced last year. The immediate list of beneficiaries are companies whose supply chains reside in ex-US locations, especially locations like China, India, and Vietnam. For most of last year, the US had levied >20% tariffs on companies importing component...
Getty Images Investment Thesis Friday’s Supreme Court ruling invalidated the current US administration’s global trade tariff policy framework introduced last year. The immediate list of beneficiaries are companies whose supply chains reside in ex-US locations, especially locations like China, India, and Vietnam. For most of last year, the US had levied >20% tariffs on companies importing components and materials from these Asian locations, which would eventually add up to the COGS line item in American companies' balance sheets. The Supreme Court’s ruling invalidates this tariff framework, potentially providing some relief, although the Trump administration has already announced a new 15% tariff regime, which will create confusion about how to now price in tariff headwinds. For Apple (NASDAQ: AAPL ), these tariff whipsaws should not matter at all. Apple has reported outstanding growth in its profitability so far, surpassing an accelerating top-line growth obliterating previously revealed $3B tariff headwinds. The Supreme Court’s decision to invalidate US tariffs is obviously good, but there will be confusion about how this plays out. But my analysis shows that despite these tariff whipsaws, Apple will be a winning stock. I reiterate my bullishness on Apple’s shares. Apple Margins Muscle Will Flex Through Tariff Confusion Apple’s iPhone 17 has been received extremely well in the smartphone market worldwide, including in geographies like China, where sales jumped 38% y/y to $25.5B. Compared to China, Apple’s overall iPhone sales grew 23%, the fastest they've ever grown since 2022. Even in the North American market, Apple’s iPhones were a smash hit, with iPhone sales accelerating to 11.2% y/y growth, $58.5B in revenues, compared to the 4-6% growth Apple’s North American market had been delivering through most of CY25. This is what I explained in my previous post on Apple, where it noted strong market share gains by Apple in the smartphone market. It’s not the growth ac...
US President Donald Trump (R) and India's Prime Minister Narendra Modi arrive for a joint press conference at Hyderabad House in New Delhi on February 25, 2020. (Photo by Prakash SINGH / AFP) (Photo by PRAKASH SINGH/AFP via Getty Images) Prakash Singh | Afp | Getty Images India's trade negotiators will reschedule their planned visit to Washington, D.C., aimed at firming up an interim trade deal wi...
US President Donald Trump (R) and India's Prime Minister Narendra Modi arrive for a joint press conference at Hyderabad House in New Delhi on February 25, 2020. (Photo by Prakash SINGH / AFP) (Photo by PRAKASH SINGH/AFP via Getty Images) Prakash Singh | Afp | Getty Images India's trade negotiators will reschedule their planned visit to Washington, D.C., aimed at firming up an interim trade deal with the U.S., a person familiar with the development told CNBC. The development comes after the U.S. Supreme Court struck down U.S. President Donald Trump's tariffs as illegal on Friday. Within hours, Trump invoked Section 122 of the Trade Act of 1974 to first impose a 10% global import tariff, before increasing that to 15%. The "meeting will be rescheduled at a mutually convenient date," the source told CNBC Sunday. India and the U.S. are of the view that the visit "be scheduled after each side has had the time to evaluate the latest developments and their implications." India's chief negotiator, Darpan Jain, and his team were scheduled to start the three day-meeting in the U.S. later this week. India is currently facing a 25% reciprocal tariff, which was due to be cut to 18% after the two sides agreed to an interim deal earlier this month, with room for alterations. "In the event of any changes to the agreed-upon tariffs of either country, the United States and India agree that the other country may modify its commitments," read the joint statement issued on Feb. 6, by the U.S. and India. At this stage, it appears that India, like other countries, will be facing a 15% tariff in addition to the most-favored-nation status rates (usually around 2-3%), said Ajay Srivastava, founder of the Global Trade Research Initiative and a former Indian trade negotiator. Rethinking strategy Since the Feb. 6 announcement, both sides had been meeting virtually to discuss the path forward, according to a local media report . The in-person meetings, planned for this coming week, with the U.S. ...
The post REX Shares: An ETF Issuer Focused on Income, Leverage, Crypto, and Thematic Strategies by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Discloser . In a market dominated by broad-based ETF...
The post REX Shares: An ETF Issuer Focused on Income, Leverage, Crypto, and Thematic Strategies by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Discloser . In a market dominated by broad-based ETFs, investors seeking targeted income, amplified exposure, or innovative strategies often face limited choices. REX Shares focuses on designing specialized ETFs that serve investors and advisors with strong market convictions across income, leverage, crypto, and thematic exposures. REX Shares offers a targeted suite of ETFs designed for both active traders and long-term investors. The firm’s lineup spans four core categories, each built to address specific portfolio objectives with precision and transparency. Modern Income Strategies REX Shares offers three distinct suites of options-based income ETFs, each designed to target different risk profiles and income objectives. Each strategy balances income generation with varying degrees of equity market exposure. Core Income: Index Covered Call ETFs – diversified equity exposure with a systematic income overlay. FEPI – REX FANG & Innovation Equity Premium Income ETF AIPI – REX AI Equity Premium Income ETF CEPI – REX Crypto Equity Premium Income ETF Enhanced Income: Growth & Income Suite — more tactical equity positioning that seeks to balance income generation with growth potential. Aggressive Income: Volatility-driven strategies designed to maximize income through active volatility harvesting. ULTI – REX IncomeMax Option Strategy ETF These options-based ETFs are designed for investors seeking ongoing income potential while maintaining equity exposure. Distributions will vary over time and are not guaranteed, and investors remain subject to equity and options-related risks, including capped upside participation and potential NAV...
Key PointsIt's officially tax season, and many expect tax refunds to be larger this year, given all of the new changes passed in the One Big Beautiful Bill Act last year.
Key PointsIt's officially tax season, and many expect tax refunds to be larger this year, given all of the new changes passed in the One Big Beautiful Bill Act last year.
Medical Properties Trust (NYSE: MPT) has been in the headlines a lot over the past few years. Its two largest tenants went bankrupt, causing significant issues for the real estate investment trust (REIT). It has also battled short-sellers and balance sheet problems. While most of those issues are now in the rearview mirror, it doesn't mean Medical Properties Trust is entirely in the clear. Here's ...
Medical Properties Trust (NYSE: MPT) has been in the headlines a lot over the past few years. Its two largest tenants went bankrupt, causing significant issues for the real estate investment trust (REIT). It has also battled short-sellers and balance sheet problems. While most of those issues are now in the rearview mirror, it doesn't mean Medical Properties Trust is entirely in the clear. Here's one thing investors need to understand before investing in the healthcare REIT . Image source: Getty Images. Continue reading
Malaysia’s Islamist party is taking control of the opposition coalition following months of internal rift, a move that could increase its influence and disrupt the political landscape ahead of a general election due by 2028. The Perikatan Nasional alliance named Ahmad Samsuri Mokhtar from the Pan-Malaysian Islamic Party, known as PAS, as its chairman, according to a joint statement by leaders of t...
Malaysia’s Islamist party is taking control of the opposition coalition following months of internal rift, a move that could increase its influence and disrupt the political landscape ahead of a general election due by 2028. The Perikatan Nasional alliance named Ahmad Samsuri Mokhtar from the Pan-Malaysian Islamic Party, known as PAS, as its chairman, according to a joint statement by leaders of the four component parties Sunday. The position was left vacant after former Prime Minister Muhyiddin Yassin of the Bersatu party stepped down recently. Samsuri, who is PAS vice president and chief minister of Terengganu state, was “unanimously appointed” by the coalition’s supreme council members and will assume the role immediately, the parties said. Leading Malaysia’s second-largest political coalition will embolden PAS, which has long held aspirations of turning the country into an Islamic state. Although it’s the single biggest party in parliament, PAS’ national ambitions have remained in check as it played second fiddle to Bersatu, even while they were briefly in government together. That’s changing as Bersatu reels from mass sackings, suspensions and resignations. The party’s troubles stem from a monthslong feud involving Muhyiddin and former Bersatu deputy president Hamzah Zainudin, who is also parliamentary opposition leader. Now, it’s left an opening for PAS to assert its dominance. Samsuri holds a PhD in aeroengine ignition and combustion from Leeds University. Typically clad in suit and tie at official events, he is seen as a non-cleric leader. The party is seeking to woo non-Muslims in a bid to form the next government, even as it advocates strict Islamic laws. “Unshackled” from Bersatu, PAS can take the lead on consolidating support among the Malay-Muslim majority and Prime Minister Anwar Ibrahim’s government will have to catch up, according Oh Ei Sun , principal advisor at Pacific Research Center of Malaysia. This will result in both sides turning up the relig...
Russia fired scores of missiles and drones at targets across Ukraine on Sunday, crashing into energy and rail infrastructure and residential buildings, just two days before the fourth anniversary of Russia’s invasion. Journalists in Kyiv heard a series of blasts starting at around 4.00am, shortly after an air raid alert was issued, with the air force later widening the alert nationwide, citing the...
Russia fired scores of missiles and drones at targets across Ukraine on Sunday, crashing into energy and rail infrastructure and residential buildings, just two days before the fourth anniversary of Russia’s invasion. Journalists in Kyiv heard a series of blasts starting at around 4.00am, shortly after an air raid alert was issued, with the air force later widening the alert nationwide, citing the threat of missiles. “Moscow continues to invest in strikes more than in diplomacy,” Ukrainian...
Hundreds of thousands of visitors expected for month-long display of remains of 13th-century saint Saint Francis of Assisi’s skeleton is going on full public display from Sunday for the first time, in a move that is expected to draw hundreds of thousands of visitors. Inside a nitrogen-filled plexiglass case with the Latin inscription “Corpus Sancti Francisci” (the body of Saint Francis), the remai...
Hundreds of thousands of visitors expected for month-long display of remains of 13th-century saint Saint Francis of Assisi’s skeleton is going on full public display from Sunday for the first time, in a move that is expected to draw hundreds of thousands of visitors. Inside a nitrogen-filled plexiglass case with the Latin inscription “Corpus Sancti Francisci” (the body of Saint Francis), the remains are being shown in the Italian hillside town’s Basilica of Saint Francis of Assisi. Continue reading...
By now you've heard the news: Elon Musk plans to IPO SpaceX in July 2026 -- just a little less than six months from now. This will happen after he already: The result? Like it or loathe it, when SpaceX IPOs later this year at its purported $1.5 trillion valuation, you'll be able to buy into Twitter, xAI (i.e., Grok), and SpaceX all at the same time. In fact, if you want to participate in the Space...
By now you've heard the news: Elon Musk plans to IPO SpaceX in July 2026 -- just a little less than six months from now. This will happen after he already: The result? Like it or loathe it, when SpaceX IPOs later this year at its purported $1.5 trillion valuation, you'll be able to buy into Twitter, xAI (i.e., Grok), and SpaceX all at the same time. In fact, if you want to participate in the SpaceX IPO at all, you must buy all three. Continue reading
Sanju*, a foreign domestic helper of Nepalese ethnicity, never imagined her Hong Kong dream would turn into a nightmare. The 34-year-old arrived in Hong Kong in 2023, driven by a simple wish to work in the city of her dreams. However, her first employer paid her 30 per cent below the statutory minimum wage, allowed her only two hours of sleep a day, and gave her just three rest days over six month...
Sanju*, a foreign domestic helper of Nepalese ethnicity, never imagined her Hong Kong dream would turn into a nightmare. The 34-year-old arrived in Hong Kong in 2023, driven by a simple wish to work in the city of her dreams. However, her first employer paid her 30 per cent below the statutory minimum wage, allowed her only two hours of sleep a day, and gave her just three rest days over six months, during which she was only paid two months’ salary. After six months, she was dismissed and thrown...