Some investors may be wondering if Broadcom's share price still offers value after a large multi year run, or if most of the upside is already reflected in the stock. The shares closed at US$320.33, with a 3.7% decline over the last 7 days and a 7.9% decline over the last 30 days. Over the last 1 year the return sits at 45.3%, and the 5 year return is around 7x. Recent news coverage has focused on...
Some investors may be wondering if Broadcom's share price still offers value after a large multi year run, or if most of the upside is already reflected in the stock. The shares closed at US$320.33, with a 3.7% decline over the last 7 days and a 7.9% decline over the last 30 days. Over the last 1 year the return sits at 45.3%, and the 5 year return is around 7x. Recent news coverage has focused on Broadcom's role as a major semiconductor and infrastructure software player and how that position fits into long term technology spending themes. This context has shaped how investors think about the balance between future growth potential and changing risk perceptions, which in turn influences how the stock is priced today. Right now Broadcom has a valuation score of . Next we will look at what different valuation methods indicate about that score, before finishing with a simpler way to judge whether the current price appears reasonable. Broadcom scores just 1/6 on our valuation checks. See what other red flags we found in the . Advertisement Approach 1: Broadcom Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow, or DCF, model estimates what a business could be worth by projecting its future cash flows and then discounting those back to today using a required return. It is essentially asking what those future dollars are worth in today's terms. For Broadcom, the model uses a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The latest twelve month free cash flow sits at about US$26.9b. Analysts provide explicit free cash flow estimates out to 2029, and from 2030 onward Simply Wall St extrapolates further, with projected free cash flow of US$107.1b in 2030. All of these projected figures are then discounted back to today to arrive at an estimated intrinsic value per share of US$288.48. Compared with the current share price of US$320.33, this DCF result implies the stock is about 11.0% overvalued on these assumptions, so the market price is ...
(RTTNews) - The Indonesia stock market has finished lower in two of three trading days since the end of the seven-day winning streak in which it had surged almost 400 points or 5 percent. The Jakarta Composite Index sits just above the 8,040-point plateau and it figures to hold steady in that neighborhood again on Tuesday. The global forecast for the Asian markets continued to be mildly positive o...
(RTTNews) - The Indonesia stock market has finished lower in two of three trading days since the end of the seven-day winning streak in which it had surged almost 400 points or 5 percent. The Jakarta Composite Index sits just above the 8,040-point plateau and it figures to hold steady in that neighborhood again on Tuesday. The global forecast for the Asian markets continued to be mildly positive on optimism over the outlook for interest rates. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to split the difference. The JCI finished slightly lower on Monday as losses from the financial shares and telecoms were mitigated by support from the resource and cement companies. For the day, the index dipped 11.08 points or 0.14 percent to finish at 8,040.04 after trading between 8,005.35 and 8,087.93. Among the actives, Bank CIMB Niaga fell 0.29 percent, while Bank Mandiri advanced 0.91 percent, Bank Danamon Indonesia collected 0.85 percent, Bank Negara Indonesia retreated 1.41 percent, Bank Central Asia and Astra Agro Lestari both dropped 0.96 percent, Bank Rakyat Indonesia tanked 2.12 percent, Indosat Ooredoo Hutchison retreated 1.59 percent, Indocement improved 0.72 percent, Semen Indonesia strengthened 1.39 percent, Indofood Sukses Makmur rose 0.32 percent, Astra International shed 0.44 percent, Energi Mega Persada surged 7.14 percent, Aneka Tambang rallied 3.77 percent, Vale Indonesia soared 3.71 percent, Timah spiked 5.00 percent, Bumi Resources skyrocketed 6.14 percent and United Tractors was unchanged. The lead from Wall Street is mildly positive as the major averages opened in the red on Monday but quickly bounced higher and continued to trend that way throughout the session, ending near daily highs. The Dow added 66.27 points or 0.14 percent to finish at 46,381.54, while the NASDAQ jumped 157.50 points or 0.70 percent to close at 22,788.98 and the S&P 500 gained 29.39 points or 0.44 percent to end at 6,693.75. Profit taking...
Japanese Prime Minister Sanae Takaichi appears set for a landslide victory in a coming election and is expected to maintain her stoic stance on China but without escalating tensions further, with observers noting Beijing would still be unlikely to engage her administration in the near term. Takaichi’s ruling Liberal Democratic Party (LDP) is on track to win more than the 233 seats needed for a maj...
Japanese Prime Minister Sanae Takaichi appears set for a landslide victory in a coming election and is expected to maintain her stoic stance on China but without escalating tensions further, with observers noting Beijing would still be unlikely to engage her administration in the near term. Takaichi’s ruling Liberal Democratic Party (LDP) is on track to win more than the 233 seats needed for a majority in the country’s Lower House election on Sunday, according to an Asahi Shimbun newspaper survey released last weekend. Along with its coalition partner Nippon Ishin, or the Japan Innovation Party, the ruling coalition is likely to secure more than 300 spots in the 465-seat legislature – an increase from its current 198. Advertisement The survey also found that the approval rating for Takaichi’s cabinet stood at 57 per cent. The largest opposition party, the Centrist Reform Alliance, is struggling and could lose half of its 167 seats, according to the Asahi. 04:47 Why have Takaichi’s Taiwan comments sent China-Japan ties into a tailspin? Why have Takaichi’s Taiwan comments sent China-Japan ties into a tailspin? Last month, Takaichi dissolved parliament and called a snap election to seek a mandate
(RTTNews) - Mercury Systems, Inc. (MRCY) reported that its net loss for the second quarter of fiscal 2026 narrowed to $15.10 million or $0.26 per share from $17.58 million or $0.30 per share in the second quarter of fiscal 2025. MRCY closed Tuesday's regular trading at $99.28, up $5.39 or 5.74%. In after-hours trading at 7:58:53 PM EST, the stock declined to $84.80, down $14.48 or 14.59%. Adjusted...
(RTTNews) - Mercury Systems, Inc. (MRCY) reported that its net loss for the second quarter of fiscal 2026 narrowed to $15.10 million or $0.26 per share from $17.58 million or $0.30 per share in the second quarter of fiscal 2025. MRCY closed Tuesday's regular trading at $99.28, up $5.39 or 5.74%. In after-hours trading at 7:58:53 PM EST, the stock declined to $84.80, down $14.48 or 14.59%. Adjusted earnings per share was $0.16 per share for the second quarter of fiscal 2026, compared to $0.07 per share in the second quarter of fiscal 2025. Analysts expected the company to report earnings of $0.06 per share for the quarter. Analysts' estimates typically exclude special items. Quarterly revenues rose to $232.87 million from $223.13 million last year. Total bookings for the second quarter of fiscal 2026 were $288 million, yielding a book-to-bill ratio of 1.23 for the quarter. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Earnings Call Insights: Super Micro Computer (SMCI) Q2 2026 Management View Charles Liang, Founder, Chairman, President & CEO, emphasized that "Super Micro delivered a strong fiscal Q2 as AI infrastructure demand continues to accelerate across every major customer segment." Liang highlighted record revenue of $12.68 billion for the quarter, driven by AI solutions and the growing adoption of the Da...
Earnings Call Insights: Super Micro Computer (SMCI) Q2 2026 Management View Charles Liang, Founder, Chairman, President & CEO, emphasized that "Super Micro delivered a strong fiscal Q2 as AI infrastructure demand continues to accelerate across every major customer segment." Liang highlighted record revenue of $12.68 billion for the quarter, driven by AI solutions and the growing adoption of the Data Center Building Block Solution (DCBBS). Liang noted that "DCBBS will significantly help us gain market share in large, medium and small AI infrastructure deployments" and expects DCBBS profit contribution to grow to double digits by the end of calendar 2026. He outlined ongoing product expansion, including upcoming NVIDIA Vera Rubin and AMD Helios solutions, and stressed DCBBS as a focal point for the company's fourth phase of product evolution. Liang detailed operational strategies to enhance profitability amid near-term margin pressures, stating, "We are also sharpening our focus on traditional enterprise, cloud and edge IoT customers to further diversify revenue with higher margin." He identified modularized subsystems, increased automation, and global manufacturing footprint expansion as key drivers for long-term margin improvement. David Weigand, Senior VP, CFO, reported, "We achieved record Q2 fiscal year '26 revenue of $12.7 billion, up 123% year-over-year and up 153% quarter-over-quarter compared to our guidance of $10 billion to $11 billion." He added, "AI GPU platforms, which represent over 90% of Q2 revenue, continue to be the key growth driver." Weigand also noted a shift in revenue mix, with OEM appliance and large data center segment revenue now representing 84% of Q2 revenue. Outlook The company guided for Q3 net sales of at least $12.3 billion and full-year 2026 revenue of at least $40 billion. Liang stated, "I'm confident to guide at least $12.3 billion for Q3 and up our full year revenue guidance back to at least $40 billion." Weigand indicated, "We exp...
Sixth Circuit Throws Out DOJ Misconduct Complaint Against Judge Boasberg The Sixth Circuit Court of Appeals has dismissed a Department of Justice misconduct complaint targeting U.S. District Judge James Boasberg. Boasberg, an Obama appointee, has been under fire from the right for multiple partisan rulings against the Trump administration and for approving warrants in former special counsel Jack S...
Sixth Circuit Throws Out DOJ Misconduct Complaint Against Judge Boasberg The Sixth Circuit Court of Appeals has dismissed a Department of Justice misconduct complaint targeting U.S. District Judge James Boasberg. Boasberg, an Obama appointee, has been under fire from the right for multiple partisan rulings against the Trump administration and for approving warrants in former special counsel Jack Smith's Arctic Frost investigation that allowed investigators to seize the phone records of Republican members of Congress, a decision widely seen as a politically motivated assault on lawmakers aligned with the president. The misconduct complaint stemmed from remarks Boasberg reportedly made at the March 2025 Judicial Conference. According to the complaint, he warned Chief Justice John Roberts that the Trump administration intended to “disregard rulings of federal courts” and provoke “a constitutional crisis.” The Trump administration argued those comments crossed ethical lines and violated the judicial code of conduct. The complaint also pointed to Boasberg’s 2025 ruling blocking Trump’s plan to deport Venezuelan nationals to El Salvador’s CECOT prison under the Alien Enemies Act. That decision fueled accusations that Boasberg harbored an ideological bias against Trump’s immigration enforcement priorities. Sixth Circuit Chief Judge Jeffrey S. Sutton formally dismissed the misconduct complaint on December 19, 2025 , though the decision did not become public until this week. In his decision, Sutton emphasized that the federal government provided no credible evidence of the alleged comments . He wrote that the allegations lacked any corroborating source, and "a recycling of unadorned allegations with no reference to a source does not corroborate them." Sutton added that "a repetition of uncorroborated statements rarely supplies a basis for a valid misconduct complaint." Even if the comments attributed to Boasberg were verified, Sutton argued, the Trump administration failed t...
UnitedHealth stock has lost close to half of its value within just the past 12 months. UnitedHealth Group (UNH 0.49%) is a stock that looks to be in deep trouble. As of the end of January, it was already down 13% in 2026. And that's after an already brutal year in 2025, when it fell 35% in value. Investors have been dumping the stock in droves, as things appear to be going from bad to worse. The c...
UnitedHealth stock has lost close to half of its value within just the past 12 months. UnitedHealth Group (UNH 0.49%) is a stock that looks to be in deep trouble. As of the end of January, it was already down 13% in 2026. And that's after an already brutal year in 2025, when it fell 35% in value. Investors have been dumping the stock in droves, as things appear to be going from bad to worse. The company recently released its latest quarterly results, which only exacerbated concerns about its future and whether this is still a good business to invest in. Here's why UnitedHealth stock seems to be in an endless free fall these days, and whether you should consider taking a chance on it. What's weighing down UnitedHealth stock? UnitedHealth reported its fourth-quarter results last week, and they technically weren't all that bad. The company beat expectations on the bottom line as its adjusted earnings per share came in at $2.11 versus the $2.10 that analysts were projecting. The company's top line was a little weak, however, totaling $113.2 billion, which was slightly lower than the $113.82 billion that Wall Street was looking for. It was a slight miss on revenue, but the bigger concern is that the future may not be all that much more promising for UnitedHealth. The Trump administration is proposing that rates are flat for Medicare Advantage in 2027, which is bad news not only for UnitedHealth, but other health insurance companies as well. Analysts were expecting rates to increase by at least 4%, while the government proposal calls for a rate increase of just 0.09%. This is already as UnitedHealth is struggling to grow in 2026. For the current year, it forecasts revenue to be around $439 billion, which would represent a year-over-year decline of 2%. Expand NYSE : UNH UnitedHealth Group Today's Change ( -0.49 %) $ -1.41 Current Price $ 284.18 Key Data Points Market Cap $259B Day's Range $ 278.60 - $ 288.09 52wk Range $ 234.60 - $ 606.36 Volume 11M Avg Vol 8.6M Dividend Y...
The rupee’s biggest rally in seven years will give the central bank scope to rebuild its foreign-exchange reserves, potentially limiting further gains after the boost from the India-US trade deal, according to some analysts. Barclays Bank Plc and Nomura Holdings Inc. are among those predicting that the Reserve Bank of India will use the recovery in the rupee to buy dollars. They recommend shorting...
The rupee’s biggest rally in seven years will give the central bank scope to rebuild its foreign-exchange reserves, potentially limiting further gains after the boost from the India-US trade deal, according to some analysts. Barclays Bank Plc and Nomura Holdings Inc. are among those predicting that the Reserve Bank of India will use the recovery in the rupee to buy dollars. They recommend shorting the rupee — Nomura sees it at 94 to a dollar by May, while Barclays is targeting that level via a three-month offshore position. The rupee gained 1.4% against the dollar on Tuesday, rebounding from Asia’s worst performer last month to be the region’s top gainer. While the RBI has used dollar inflows to further bolster its reserve pile in the past, current Governor Sanjay Malhotra is less predictable when it comes to his foreign exchange strategy, making the currency’s recovery harder to gauge. It may not be a “completely smooth sailing for the rupee,” said Joey Chew , head of Asia FX research at HSBC Holdings Plc . The RBI’s FX policy could complicate things as it “has been intervening in a rather unpredictable way over the past few months to prevent one-sided speculative positioning” in the rupee. The central bank has a large negative short forwards book of $62.4 billion as of December, which means it will need to repay these dollars back. The rupee underperformed in the second quarter of 2025 because the RBI unwound about $25 billion of the book, according to Chew. The central bank sold dollars heavily in 2025 — net $49.5 billion as per Nomura estimates — to support the rupee. Still, forex reserves have surged to a record $709 billion, helped by a weaker greenback, surge in gold prices and RBI’s forex swaps. “A key factor to watch out for would be the levels at which the RBI could buy dollars and rebuild its reserves,” said Dhiraj Nim , forex strategist at Australia and New Zealand Banking Group in Mumbai. The central bank has intervened in the market in recent months to...
(RTTNews) - The Japanese stock market is trading significantly lower on Friday after being in the green most of the morning session, extending the sharp losses in the previous session, with the benchmark Nikkei 225 staying above the 28,300 level, following the broadly negative cues overnight from Wall Street, after data released showed a plunge in household spending and a jump in inflation. Trader...
(RTTNews) - The Japanese stock market is trading significantly lower on Friday after being in the green most of the morning session, extending the sharp losses in the previous session, with the benchmark Nikkei 225 staying above the 28,300 level, following the broadly negative cues overnight from Wall Street, after data released showed a plunge in household spending and a jump in inflation. Traders are also concerned after several countries across the world announced stricter restrictions on movements to curb the fast spreading Omicron variant of the coronavirus. The benchmark Nikkei 225 Index is losing 150.54 points or 0.53 percent to 28,337.33, after hitting a low of 28,294.38 earlier. Japanese shares closed sharply lower on Thursday. Market heavyweight SoftBank Group is gaining almost 3 percent, while Uniqlo operator Fast Retailing is losing almost 1 percent. Among automakers, Honda and Toyota are adding more than 1 percent each. In the tech space, Advantest is edging up 0.5 percent, Tokyo Electron is gaining almost 1 percent and Screen Holdings is adding more than 1 percent. In the banking sector, Mizuho Financial is adding more than 1 percent, Sumitomo Mitsui Financial is gaining almost 2 percent and Mitsubishi UFJ Financial is surging almost 4 percent. Among major exporters, Mitsubishi Electric and Cannon are edging up 0.3 percent each, while Sony is losing almost 1 percent and Panasonic is flat. Among the other major losers, there are no major losers. Conversely, Mitsubishi UFJ Financial Group is gaining more than 4 percent, while Concordia Financial Group and Fujifilm are adding almost 4 percent each. Showa Denko K.K., Fukuoka Financial and Shizuoka Bank are up more than 3 percent each. In economic news, overall consumer prices for the Tokyo region of Japan were up 0.8 percent on year in December, the Ministry of Internal Affairs and Communication said on Friday. That was in line with expectations and up from the 0.5 percent gain in November. Core CPI, which...
is a senior reporter covering technology, gaming, and more. He joined The Verge in 2019 after nearly two years at Techmeme. Posts from this author will be added to your daily email digest and your homepage feed. Adobe is no longer planning to discontinue Adobe Animate on March 1st. In an FAQ, the company now says that Animate will now be in maintenance mode and that it has “no plans to discontinue...
is a senior reporter covering technology, gaming, and more. He joined The Verge in 2019 after nearly two years at Techmeme. Posts from this author will be added to your daily email digest and your homepage feed. Adobe is no longer planning to discontinue Adobe Animate on March 1st. In an FAQ, the company now says that Animate will now be in maintenance mode and that it has “no plans to discontinue or remove access” to the app. Animate will still receive “ongoing security and bug fixes” and will still be available for “both new and existing users,” but it won’t get new features. Many creators expressed frustration after Adobe’s original discontinuation announcement from Monday (here’s a Wayback Machine link), and the application is still used by creators like David Firth, the person behind the animated web series Salad Fingers. Now, Adobe says that “We are committed to ensuring Animate users always have access to their content regardless of the state of development of the application.” An announcement email that went out to Adobe Animate customers about the discontinuation did “not meet our standards and caused a lot of confusion and angst within the community,” according to a Reddit post from Adobe community team member Mike Chambers. Animate will be available in maintenance mode “indefinitely” to “individual, small business, and enterprise customers,” according to Adobe. Before the change, Adobe said that non-enterprise customers could access Animate and download content until March 1st, 2027, while enterprise customers had until March 1st, 2029.
Key Points The energy sector is known for being volatile. These three high-yielders are known for their reliability as passive-income stocks. 10 stocks we like better than Enterprise Products Partners › Oil and natural gas are volatile commodities. They are also vitally important energy sources for a world that demands more energy each year. Even conservative dividend investors should probably hav...
Key Points The energy sector is known for being volatile. These three high-yielders are known for their reliability as passive-income stocks. 10 stocks we like better than Enterprise Products Partners › Oil and natural gas are volatile commodities. They are also vitally important energy sources for a world that demands more energy each year. Even conservative dividend investors should probably have some exposure to the energy sector. Here are three ultra-high-yield energy stock options for you to consider. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » The most boring energy segment If you are a conservative income investor, the best choice in the energy patch is likely to be a midstream business like Enterprise Products Partners (NYSE: EPD) or Enbridge (NYSE: ENB). These companies own the infrastructure that helps to move oil and natural gas around the world. They charge customers fees for the use of their assets, so the price of energy isn't particularly important to their financial results. Energy demand is a stronger driver, and it tends to remain high even when oil prices are low. The proof of their business model's strength lies in their dividend history. Enbridge has increased its dividend annually, in Canadian dollars, for three decades. Master limited partnership (MLP) Enterprise has increased its distribution annually for 27 years. However, because they are generally slow-growing businesses, the yields tend to be high. Enbridge's yield is 5.6%, with Enterprise's yield coming in at 6.3%. If you are looking to maximize the income your portfolio generates, either of these ultra-high-yield, boring energy stocks would be a great option for your income portfolio. An energy-focused high-yield option If you are looking for more direct exposure to energy, then you'll probably want to consider TotalEnergies (NYSE: TTE). It is an integrated energ...
Singapore’s two largest state-owned investors are making major changes to the way they work with hedge funds, in moves that could affect billions of dollars in allocations. Sovereign wealth fund GIC Pte is in the midst of a shakeup of its external managers department, replacing its veteran head and hiring additional staff, according to people familiar with the matter. Temasek Holdings Pte has been...
Singapore’s two largest state-owned investors are making major changes to the way they work with hedge funds, in moves that could affect billions of dollars in allocations. Sovereign wealth fund GIC Pte is in the midst of a shakeup of its external managers department, replacing its veteran head and hiring additional staff, according to people familiar with the matter. Temasek Holdings Pte has been contacting a wider pool of hedge funds for potential investments, people familiar said. The unconnected moves could have major implications for the money available to the world’s biggest hedge funds. GIC is a significant source of capital for the sector. Temasek has traditionally made relatively few investments with such outside managers directly, preferring to deploy money via subsidiaries like Seviora Holdings Pte and investees like Avanda Investment Management Pte. Betty Tay, GIC’s head of the external managers department, plans to retire from the role and eventually be replaced by Kwong Hong Huat , people familiar said. Formerly head of the Asia total returns public equities team, Kwong became the deputy director of the external managers department last month in preparation for the move. “Organizational and leadership changes are part of GIC’s business planning process to ensure we remain well‑positioned for the future,” a GIC spokesperson said in an emailed statement confirming the moves. Tay has spent more than two decades at the firm, having previously worked at Bankers Trust Co. (Singapore) and DBS Group Holdings Ltd . Read More: Singapore’s GIC Seeks to Sell $1 Billion of Stakes in PE Funds GIC doesn’t reveal how much it has under management, but consulting firm Global SWF estimates its assets were about $936 billion as of March last year, around 1.5% of which was placed with hedge funds. The firm is hiring for at least four positions in its external managers department, from associate to vice president levels, according to job postings on LinkedIn. It’s unclear h...