For the second day in a row, Micron (NASDAQ: MU) stock moved higher on Thursday, up 3.7% through 10:30 a.m. ET. For the second day in a row, the reason is DRAM high-bandwidth memory (HBM). And more precisely, how the laws of supply and demand link Micron's profits to HBM supply. Image source: Getty Images. Continue reading
For the second day in a row, Micron (NASDAQ: MU) stock moved higher on Thursday, up 3.7% through 10:30 a.m. ET. For the second day in a row, the reason is DRAM high-bandwidth memory (HBM). And more precisely, how the laws of supply and demand link Micron's profits to HBM supply. Image source: Getty Images. Continue reading
Flexible spending accounts (FSAs) provide incredible value to workers who are eligible for them. This includes not just FSAs to help you cover healthcare costs, but also the Dependent Care FSA (DC-FSA), which is a huge source of help for parents who must pay for care for their kids. While FSAs offer ample tax savings, the DC-FSA has become less useful over time. That's changing this year, though, ...
Flexible spending accounts (FSAs) provide incredible value to workers who are eligible for them. This includes not just FSAs to help you cover healthcare costs, but also the Dependent Care FSA (DC-FSA), which is a huge source of help for parents who must pay for care for their kids. While FSAs offer ample tax savings, the DC-FSA has become less useful over time. That's changing this year, though, as this FSA account is doing something that it hasn't done since 1986. Image source: Getty Images. Continue reading
Sturti | E+ | Getty Images Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars . In a new study published this month in the journal Health Affairs, researchers found that 18 months after being hospitalized for a traumatic injury — such as a car accident or fall — the share of patients with medical debt in collections rose 5.2 per...
Sturti | E+ | Getty Images Even Americans who are covered by health insurance can emerge from medical emergencies with long-lasting financial scars . In a new study published this month in the journal Health Affairs, researchers found that 18 months after being hospitalized for a traumatic injury — such as a car accident or fall — the share of patients with medical debt in collections rose 5.2 percentage points, or a 24% relative increase, compared with before that medical emergency. Over that same period post-injury, the average balance in collections rose by $290, and 1 in 10 indebted patients owed more than $4,480. Bankruptcy filings also increased by 3.2 per 1,000 patients — a 6% relative rise — about 15 months after injury, the researchers found. "This work grew out of my clinical experience as a trauma surgeon and seeing acutely injured patients shouting at us to stop care because they're worried about the bill," said co-author Dr. John Scott, an associate professor of surgery at the University of Washington. The researchers tracked nearly 13,000 trauma patients' credit reports from one year before to 18 months after they were hospitalized for an injury. Credit report data spanned 2018-2021. Nearly all the patients in the cohort — or 98% — had health insurance coverage. "Insurance reduces the risk of financial catastrophe, but the way private plans are currently designed still leaves many people heavily exposed when something serious happens," Scott said. Read more CNBC personal finance coverage Medical emergencies can lead to debt and bankruptcy — even for insured Americans Bigger tax refunds may be coming — but missing key forms could risk an audit How Social Security Fairness Act payments may affect beneficiaries' taxes Credit card debt tops $1.28 trillion, consistent with 'K-shaped' economy: NY Fed How affordability led to a chasm between stock prices, consumer optimism Student loan complaints at record high, CFPB finds, but agency omits details Following ...
Hyatt Hotels ( H ) declares $0.15/share quarterly dividend , in line with previous. Forward yield 0.34% Payable March 12; for shareholders of record March 2; ex-div March 2. See H Dividend Scorecard, Yield Chart, & Dividend Growth. More on Hyatt Hotels Hyatt Hotels: I'd Need A Discount For This One (Downgrade) Hyatt: There Are Definitely Stronger Options In The Segment Hyatt Hotels: Plenty Of Room...
Hyatt Hotels ( H ) declares $0.15/share quarterly dividend , in line with previous. Forward yield 0.34% Payable March 12; for shareholders of record March 2; ex-div March 2. See H Dividend Scorecard, Yield Chart, & Dividend Growth. More on Hyatt Hotels Hyatt Hotels: I'd Need A Discount For This One (Downgrade) Hyatt: There Are Definitely Stronger Options In The Segment Hyatt Hotels: Plenty Of Room At The Top As We Approach Q4 Earnings Release Hyatt Hotels sees robust luxury demand, but FY26 RevPAR disappoints Hyatt Hotels Non-GAAP EPS of $1.33 beats by $0.99; initiates FY26 outlook
Brazil’s top court is weighing whether to keep Justice Dias Toffoli in charge of a probe into Banco Master SA after a Federal Police report raised questions about his links to the troubled bank and its chief executive, according to a person familiar with the situation. The Supreme Court’s chief justice, Edson Fachin , is likely to ask the full bench to vote on whether Toffoli should continue overs...
Brazil’s top court is weighing whether to keep Justice Dias Toffoli in charge of a probe into Banco Master SA after a Federal Police report raised questions about his links to the troubled bank and its chief executive, according to a person familiar with the situation. The Supreme Court’s chief justice, Edson Fachin , is likely to ask the full bench to vote on whether Toffoli should continue overseeing the investigation into allegations of financial fraud at Banco Master, the person said, requesting anonymity to discuss sensitive matters. Toffoli is facing renewed questions about his ties to the lender, which was liquidated by the central bank in November, after Federal Police delivered a report to Fachin alleging that the judge had maintained a relationship with Banco Master CEO Daniel Vorcaro . The document, first reported by local news outlet UOL, also cites financial transfers connected to the sale of a hotel resort partially owned by Toffoli to investment funds linked to the bank. Toffoli denied any personal relationship with Vorcaro in a Thursday statement, saying they “never had any kind of friendship.” He acknowledged that he’s among the shareholders in the company that sold the resort to funds tied to Master, but said the transaction was carried out at market value and reported to Brazil’s Federal Revenue Service. Fachin’s office didn’t immediately respond to a request for comment. Toffoli said in a Wednesday statement that the Federal Police lacks standing to request that he step aside from the case. He said he will provide explanations directly to the chief justice. It’s unclear whether there’d be sufficient support to remove Toffoli from the case, given the court’s traditional deference to its individual members, the person familiar with the situation said. The Master probe has sent shockwaves through Brazil’s financial system and political world given Vorcaro’s reputation for cultivating ties to powerful politicians and senior officials in the capital, ...
Cisco Systems gave a weaker-than-expected forecast for profitability in the current quarter, spurring concerns that mounting memory-chip prices are taking a toll on the company. Bloomberg Intelligence's Woo Jin Ho has more on "Bloomberg Open Interest." (Source: Bloomberg)
Cisco Systems gave a weaker-than-expected forecast for profitability in the current quarter, spurring concerns that mounting memory-chip prices are taking a toll on the company. Bloomberg Intelligence's Woo Jin Ho has more on "Bloomberg Open Interest." (Source: Bloomberg)
Evangelos Marinakis is close to appointing fourth head coach of season after Sean Dyche’s sacking and it’s a mess of his own making because he should never have fired Nuno Sacking three head coaches in a season does not reflect well on Nottingham Forest or their owner, Evangelos Marinakis. It is a mess of their own making, which started with the exit of their most successful manager in recent hist...
Evangelos Marinakis is close to appointing fourth head coach of season after Sean Dyche’s sacking and it’s a mess of his own making because he should never have fired Nuno Sacking three head coaches in a season does not reflect well on Nottingham Forest or their owner, Evangelos Marinakis. It is a mess of their own making, which started with the exit of their most successful manager in recent history and has the latest P45 going to the man brought in to sort out the problems created by an ill-judged appointment that lasted eight winless games. Twelve months ago Forest were battling for a Champions League spot under the stable stewardship of Nuno Espírito Santo. A lot has changed and they will become the first Premier League side to have four permanent managers in a season, which was not a record Forest were aiming for in August, when they were hoping to build on a seventh-place finish, an FA Cup semi-final and qualifying for Europe for the first time in 30 years. Continue reading...
Calian Group ( CGY:CA ) declares CAD 0.28/share quarterly dividend , in line with previous. Payable March 11; for shareholders of record Feb. 25; ex-div Feb. 25. See CGY:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Calian Group Calian Group Ltd. 2025 Q4 - Results - Earnings Call Presentation Calian Group Ltd. (CGY:CA) Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating ...
Calian Group ( CGY:CA ) declares CAD 0.28/share quarterly dividend , in line with previous. Payable March 11; for shareholders of record Feb. 25; ex-div Feb. 25. See CGY:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Calian Group Calian Group Ltd. 2025 Q4 - Results - Earnings Call Presentation Calian Group Ltd. (CGY:CA) Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on Calian Group Historical earnings data for Calian Group Dividend scorecard for Calian Group
hapabapa/iStock Editorial via Getty Images I've continued to rate NetEase, Inc. ( NTES ) (9999.HK) as a 'Buy'. The group's Q4 earnings were a disappointment because of non-operating factors and top-line deferral. But that sets the stage for an FY 2026 recovery given the low base. The stock has also been unfairly penalized by worries linked to "Artificial Intelligence/AI" and taxation. NTES's effor...
hapabapa/iStock Editorial via Getty Images I've continued to rate NetEase, Inc. ( NTES ) (9999.HK) as a 'Buy'. The group's Q4 earnings were a disappointment because of non-operating factors and top-line deferral. But that sets the stage for an FY 2026 recovery given the low base. The stock has also been unfairly penalized by worries linked to "Artificial Intelligence/AI" and taxation. NTES's efforts to penetrate ex-China markets and prioritize its back catalog were detailed in my earlier November 21, 2025, write-up . I'm Unfazed By Quarterly Miss The firm issued a 6-K containing its latest financials on Feb. 11. NTES registered a CNY 7.1B bottom line in Oct-Dec 2025. This was 23% short of the consensus based on S&P Capital IQ. The year-on-year growth reversed from Q3 2025's +26.7% to Q4 2025's -27.0%. In my opinion, its reported figures were obscured by timing-related issues and non-operational items. The company's Q4 2025 turnover rose 3% YoY. That was slower than the preceding quarter's 8% expansion. But NTES's "contract liabilities" of CNY 20,514M were 34% higher as of end-2025. I wrote in the Nov 21 piece that "this balance sheet item" can be seen as "deferred revenue or a leading indicator." The group indicated at the analyst briefing that it benefited from "newly launched games like Where Winds Meet (WWM) and Marvel Rivals." These are PC-focused titles with a longer revenue recognition timeline compared to mobile. You wouldn't expect this looking at the numbers. But WWM was "ranked #2 on Steam's global top sellers chart" and "topped iOS download charts across more than 60 regions" as per its results meeting. Also, the 4th quarter filing highlighted negative "fair value changes of equity security investments and greater exchange losses" of -CNY 2.2B. My estimates point to NTES achieving a +5% EBIT increase and +60 bps operating margin expansion in Q4 2025 on a normalized basis. That excludes the above-mentioned non-core charges. You should be aware that it has ...
A broad investment strategy encompassing infrastructure across developed markets can offer U.S. investors a way to ride along with economic trends at a discount to the price/earnings valuation of the S&P 500.
A broad investment strategy encompassing infrastructure across developed markets can offer U.S. investors a way to ride along with economic trends at a discount to the price/earnings valuation of the S&P 500.
After a week when it seemed all but over for Keir Starmer, John, Pippa and Kiran unpack how the prime minister survived – and what it means for Labour in the long run Continue reading...
After a week when it seemed all but over for Keir Starmer, John, Pippa and Kiran unpack how the prime minister survived – and what it means for Labour in the long run Continue reading...
Sunshine Seeds Vizsla Silver ( VZLA ) said Thursday that engineering-based work at its Panuco project will continue remotely while on-site operations remain suspended following the abduction of 10 workers last month in Concordia, Mexico, with five workers still unaccounted for . Authorities in the violence-plagued Sinaloa state said Monday they had recovered 10 bodies in the search for the kidnapp...
Sunshine Seeds Vizsla Silver ( VZLA ) said Thursday that engineering-based work at its Panuco project will continue remotely while on-site operations remain suspended following the abduction of 10 workers last month in Concordia, Mexico, with five workers still unaccounted for . Authorities in the violence-plagued Sinaloa state said Monday they had recovered 10 bodies in the search for the kidnapped workers from the Vizsla ( VZLA ) mine, but only five were identified. The workers were abducted from the mine in an area that authorities say is under the control of the Chapitos, a faction of the Sinaloa cartel led by the sons of former drug lord Joaquin "El Chapo" Guzman. The miners may have been mistaken for members of a rival criminal group, Mexico's security minister said this week, after authorities questioned initial suspects in the case. Vizsla ( VZLA ) shares have plunged more than 40% since the abduction incident was first reported in late January . More on Vizsla Silver Vizsla Silver: Exploration Risk Is Gone, But Execution Risk Remains Vizsla Silver Sails Full Speed To The First Silver Casting In Mexico (Upgrade) Seeking Alpha's Quant Rating on Vizsla Silver