格隆汇2月3日｜摩根士丹利策略师表示，美国总统特朗普提名凯文·沃什领导美联储，并不意味着新兴市场货币和本地债券市场长达一年的上涨行情就此结束。尽管MSCI新兴市场货币指数自上周四收盘以来已下跌0.5%，但投资者仍应逢低买入本地市场，因为基本面依然稳健，货币政策继续发挥着压舱石作用。“新兴市场牛市可能依然完好，” James Lord、Simon Waever等策略师在报告中写道。
格隆汇2月3日｜摩根士丹利策略师表示，美国总统特朗普提名凯文·沃什领导美联储，并不意味着新兴市场货币和本地债券市场长达一年的上涨行情就此结束。尽管MSCI新兴市场货币指数自上周四收盘以来已下跌0.5%，但投资者仍应逢低买入本地市场，因为基本面依然稳健，货币政策继续发挥着压舱石作用。“新兴市场牛市可能依然完好，” James Lord、Simon Waever等策略师在报告中写道。
Investors love a good deal. Shares of Walmart (WMT +4.14%) rose on Monday after the U.S. and India struck a major trade agreement. By the close of trading, Walmart's stock price was up more than 4%. A blockbuster deal The U.S. and India agreed to reduce tariffs on each other's exports. Prime Minister Narendra Modi also said his country would buy more American-made products, according to an announc...
Investors love a good deal. Shares of Walmart (WMT +4.14%) rose on Monday after the U.S. and India struck a major trade agreement. By the close of trading, Walmart's stock price was up more than 4%. A blockbuster deal The U.S. and India agreed to reduce tariffs on each other's exports. Prime Minister Narendra Modi also said his country would buy more American-made products, according to an announcement by U.S. President Donald Trump. U.S. retailers with considerable exposure to India's economy, whether through its rapidly expanding manufacturing base or fast-growing consumer markets, rose sharply on the news. Expand NASDAQ : WMT Walmart Today's Change ( 4.14 %) $ 4.93 Current Price $ 124.08 Key Data Points Market Cap $950B Day's Range $ 119.05 - $ 124.19 52wk Range $ 79.81 - $ 124.20 Volume 1.1M Avg Vol 28M Gross Margin 23.90 % Dividend Yield 0.79 % Smart investments have positioned Walmart to profit Walmart has a significant presence in India. The discount retail titan has shifted more of its supply chain operations to India in recent years as it strives to reduce its dependence on China. In June, former Walmart CEO Doug McMillon said the retail giant set a goal to source $10 billion worth of goods from the country by 2027. Walmart is also set to benefit from India's economic expansion through its roughly 80% equity stake in Flipkart. Walmart originally invested about $16 billion in the Indian e-commerce leader back in 2018 and has since increased its ownership position on several occasions.
US President Donald Trump said on Monday that Mexico would stop sending oil to Cuba as he ramped up a pressure campaign on the Caribbean nation. “Mexico is gonna cease sending them oil,” Trump told reporters in the White House Oval Office. He did not elaborate on why he believed this to be the case. Mexican authorities did not immediately respond to a request for comment. Advertisement Mexico is...
US President Donald Trump said on Monday that Mexico would stop sending oil to Cuba as he ramped up a pressure campaign on the Caribbean nation. “Mexico is gonna cease sending them oil,” Trump told reporters in the White House Oval Office. He did not elaborate on why he believed this to be the case. Mexican authorities did not immediately respond to a request for comment. Advertisement Mexico is the single-largest supplier of oil to Cuba, which regularly suffers from energy shortages and mass blackouts. Cuba relies heavily on fuel imports of refined products to meet its demand for electricity generation, petrol, and aviation fuel. US sanctions and a deep economic crisis have prevented the Communist government from buying enough fuel for years, forcing it to depend on a small group of allies. Reuters has reported that the Mexican government is reviewing whether to keep sending oil to Cuba, as it worries that Mexico could face reprisals from the United States over its policy to do so. Advertisement President Claudia Sheinbaum’s administration said on Sunday it would seek to ship oil to Cuba for humanitarian reasons, “without seeking confrontation”. But they also said aid would consist of “other” products for the coming week.
Corning typically flies under the radar, but its products are critical to the artificial intelligence (AI) revolution. Corning (GLW +6.89%) is best known for having supplied the tough, scratch-resistant glass for Apple's iPhone since 2007. However, its stock has more than tripled over the last two years for a completely different reason. Corning has become a leading supplier of fiber-optic cables ...
Corning typically flies under the radar, but its products are critical to the artificial intelligence (AI) revolution. Corning (GLW +6.89%) is best known for having supplied the tough, scratch-resistant glass for Apple's iPhone since 2007. However, its stock has more than tripled over the last two years for a completely different reason. Corning has become a leading supplier of fiber-optic cables for data centers, which are significantly more efficient at moving information between chips and devices than their copper counterparts. As a result, these cables are in high demand from artificial intelligence (AI) developers, and in fact, Facebook parent Meta Platforms (META 1.41%) just placed a multi-year order worth a whopping $6 billion. Here's what this could all mean for Corning stock going forward. The transition to fiber is a huge opportunity The typical data center stack includes graphics processing units (GPUs), central processing units (CPUs), high-bandwidth memory, storage chips, switches, adapters, and more. Nvidia's flagship NV-Link 72 rack includes 72 GPUs that are connected to all of those other components using around two miles of cables. Most data center operators are still using copper, but they are quickly transitioning to fiber-optic cables instead because this material can transmit information faster and over much further distances, with minimal data loss. This is increasingly important because data center nodes are growing in size, so while a 72-GPU stack is common right now, that figure will eventually increase to hundreds of GPUs. This means data has to travel over much longer distances, making optical fiber the clear choice. Meta has around 30 data centers either in operation or planned, including one called Hyperion, which is under construction in Louisiana. Construction is scheduled to finish in 2030, and it will be the company's biggest facility so far. Early estimates suggest it will house around 1.3 million GPUs, so if a single Nvidia NV-Link...
Palantir Technologies NASDAQ: PLTR reported what executives repeatedly characterized as a record-setting fourth quarter, highlighting sharply accelerating U.S. demand for its Artificial Intelligence Platform (AIP) and strong profitability metrics alongside rapid revenue growth. Get Palantir Technologies alerts: Sign Up Management said fourth-quarter revenue rose 70% year-over-year to $1.407 billio...
Palantir Technologies NASDAQ: PLTR reported what executives repeatedly characterized as a record-setting fourth quarter, highlighting sharply accelerating U.S. demand for its Artificial Intelligence Platform (AIP) and strong profitability metrics alongside rapid revenue growth. Get Palantir Technologies alerts: Sign Up Management said fourth-quarter revenue rose 70% year-over-year to $1.407 billion, while full-year 2025 revenue increased 56% to $4.475 billion. CFO Dave Glazer said the quarter marked the company’s highest reported revenue growth rate as a public company and exceeded the high end of prior guidance by “over 900 basis points.” U.S. business drove results; commercial strength stood out Executives emphasized that Palantir’s U.S. operations were the primary growth engine. Glazer said fourth-quarter U.S. revenue grew 93% year-over-year and 22% sequentially to $1.076 billion, marking the first time U.S. revenue surpassed $1 billion in a quarter. For full-year 2025, U.S. revenue rose 75% to $3.320 billion. Chief Revenue Officer Ryan Taylor said the U.S. business accounted for 77% of total revenue in the quarter. He also highlighted continued acceleration in U.S. commercial results, saying the segment “defied conventional enterprise software dynamics.” Glazer reported fourth-quarter U.S. commercial revenue increased 137% year-over-year and 28% sequentially to $507 million, while full-year U.S. commercial revenue grew 109% to $1.465 billion. On the broader commercial segment, Palantir reported fourth-quarter commercial revenue of $677 million, up 82% year-over-year and 23% sequentially. Full-year commercial revenue increased 60% to $2.073 billion. International commercial growth remained comparatively muted, with fourth-quarter international commercial revenue up 8% year-over-year to $171 million and full-year international commercial revenue up 2% to $608 million. Government business expanded; Navy award and Maven updates highlighted Palantir’s government segm...
Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Save my User ID and Password' box in the log-in section. This will save the password on the computer you're using to access the site. Note: If you choose to use the log-out feature, you wil...
Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Save my User ID and Password' box in the log-in section. This will save the password on the computer you're using to access the site. Note: If you choose to use the log-out feature, you will lose your saved information. This means you will be required to log-in the next time you visit our site.
Key Points FSTA charges a much lower expense ratio and has a larger asset base than PBJ. FSTA delivered higher 1-year and 5-year returns, but with a slightly higher maximum drawdown. FSTA holds more stocks and leans more heavily into large-cap consumer staples, while PBJ is more concentrated and includes some exposure to basic materials. These 10 stocks could mint the next wave of millionaires › T...
Key Points FSTA charges a much lower expense ratio and has a larger asset base than PBJ. FSTA delivered higher 1-year and 5-year returns, but with a slightly higher maximum drawdown. FSTA holds more stocks and leans more heavily into large-cap consumer staples, while PBJ is more concentrated and includes some exposure to basic materials. These 10 stocks could mint the next wave of millionaires › The Fidelity MSCI Consumer Staples Index ETF (NYSEMKT:FSTA) stands out for its ultra-low costs, broader diversification, and higher recent total returns compared to the more concentrated and pricier Invesco Food & Beverage ETF (NYSEMKT:PBJ). Both the Invesco Food & Beverage ETF and Fidelity MSCI Consumer Staples Index ETF target the U.S. consumer staples sector, but their approaches differ: FSTA tracks a broad index of over 100 large- and mid-cap consumer defensive stocks, while PBJ uses a rules-based strategy to select 30 food and beverage companies based on momentum and value factors. This comparison unpacks the key differences investors may want to consider. Snapshot (cost & size) Metric PBJ FSTA Issuer Invesco Fidelity Expense ratio 0.61% 0.08% 1-yr return (as of 2026-01-30) 1.9% 7.6% Dividend yield 1.83% 2.34% Beta 0.65 0.55 AUM $94.08 million $1.32 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The one-year return represents total return over the trailing 12 months. FSTA is notably more affordable, charging just 0.08% in annual fees, compared to PBJ’s 0.61%. FSTA also offers a higher recent dividend yield, which could appeal to investors seeking income alongside defensive sector exposure. Performance & risk comparison Metric PBJ FSTA Max drawdown (5 years) (15.84%) (16.59%) Growth of $1,000 over 5 years $1,379 $1,524 What's inside FSTA tracks a broad consumer staples index and holds 97 stocks, providing exposure to household names and industry leaders. Its portfolio is dominated by consumer defensive co...
Oracle opened the day higher on plans to raise $50 billion for AI infrastructure. It closed lower after reminding investors who that infrastructure is for. The company said Sunday night that it planned to raise up to $50 billion in debt and equity during the 2026 calendar year to fund additional data center capacity for its cloud customers. The market’s initial reaction was favorable, with Oracle ...
Oracle opened the day higher on plans to raise $50 billion for AI infrastructure. It closed lower after reminding investors who that infrastructure is for. The company said Sunday night that it planned to raise up to $50 billion in debt and equity during the 2026 calendar year to fund additional data center capacity for its cloud customers. The market’s initial reaction was favorable, with Oracle shares rising about 2% in early trading, as investors took the announcement as confirmation that demand for AI infrastructure remained strong and contracted. The market seemed to feel confident that Oracle actually had a plan to address its roughly $100 billion debt load. As Oracle’s price wavered slightly at $168, its social media team filled out the narrative. “The Nvidia-OpenAI deal has zero impact on our financial relationship with OpenAI,” the company posted on X. “We remain highly confident in OpenAI’s ability to raise funds and meet its commitments.” The market’s reaction was swift and brutal. Rather than projecting the confidence it intended, the post served as a negative signal for investors already angsty about Oracle’s debt. “This is literally bank-run language,” venture capitalist Alex Kolicich wrote on X. Within minutes of the post, Oracle’s stock began to tumble, closing down 2.79% at $160.06. By trying to prove its independence, Oracle instead reminded everyone just how exposed it is, and how far it is sticking its neck out. To be fair, Oracle’s five-year credit default swaps also fell 17%, a sign that investors feel more confident in the company’s ability to manage its debt and avoid a credit downgrade. The question is why equities tumbled as well. Microsoft and Nvidia have both seen stock movements downward in relation to their OpenAI exposure as investors send the message that they’re bullish about AI but not necessarily the ChatGPT-maker. Nvidia had been expected to make a major equity investment in OpenAI, potentially committing up to $100 billion as par...
Asad Haider, head of the U.S. Healthcare Business Unit at Goldman Sachs Research, says 2026 is a pivotal year for the obesity market due to upcoming oral drug launches. He tells Romaine Bostick and Katie Greifeld on “The Close” that investor psychology around the sector this year will be closely tied to how those launches perform. (Source: Bloomberg)
Asad Haider, head of the U.S. Healthcare Business Unit at Goldman Sachs Research, says 2026 is a pivotal year for the obesity market due to upcoming oral drug launches. He tells Romaine Bostick and Katie Greifeld on “The Close” that investor psychology around the sector this year will be closely tied to how those launches perform. (Source: Bloomberg)