Netflix, Advanced Micro Devices and SAP face mixed outlooks as growth drivers compete with rising competition, macro pressures and execution challenges.
Netflix, Advanced Micro Devices and SAP face mixed outlooks as growth drivers compete with rising competition, macro pressures and execution challenges.
Zimbabwe’s key gold exports are vulnerable to an escalation in the Middle East conflict, according to a business lobby. The United Arab Emirates is a major destination for the southern African nation’s gold shipments, which contributed 45% of total export earnings last year, the Zimbabwe National Chamber of Commerce said in submission to the Ministry of Industry and Trade. Any disruption to the UA...
Zimbabwe’s key gold exports are vulnerable to an escalation in the Middle East conflict, according to a business lobby. The United Arab Emirates is a major destination for the southern African nation’s gold shipments, which contributed 45% of total export earnings last year, the Zimbabwe National Chamber of Commerce said in submission to the Ministry of Industry and Trade. Any disruption to the UAE’s financial or trading systems could hit Zimbabwe’s export receipts, it said in the submission seen by Bloomberg News and confirmed by the chamber. “This creates indirect risk for Zimbabwe’s export flows,” the chamber said. “If tensions escalate, there may be tighter compliance, financial scrutiny, or disruptions in payment channels linked to Middle East markets as well as a slowdown in economic activity.” During the first two months of this year, the country earned $568.6 million from gold exports, more than double the year-earlier period, according to data from Reserve Bank of Zimbabwe.
KairosDee/iStock via Getty Images The Pentagon is considering deploying up to 10,000 additional ground troops to the Middle East to expand President Donald Trump’s military options as he weighs potential peace talks with Iran, the Wall Street Journal reported, citing Defense Department officials. Trump said Thursday he is pausing strikes on Iran’s energy sector for 10 more days, until April 6, to ...
KairosDee/iStock via Getty Images The Pentagon is considering deploying up to 10,000 additional ground troops to the Middle East to expand President Donald Trump’s military options as he weighs potential peace talks with Iran, the Wall Street Journal reported, citing Defense Department officials. Trump said Thursday he is pausing strikes on Iran’s energy sector for 10 more days, until April 6, to allow negotiations to continue beyond his earlier deadline. While he said the extension was requested by Iran, mediators indicated Tehran did not seek additional time. Oil prices were on track for a weekly decline following the move. Brent futures ( CO1:COM ) was trading +0.58% to $108.6 per barrel, while U.S. West Texas Intermediate ( CL1:COM ) was up +0.24% to $94.7 a barrel at press time. The Senate Armed Services Committee plans to hold its first public hearing on the administration’s war with Iran, though not until mid-April after lawmakers return from their spring recess. Meanwhile, Iran’s envoy to the United Nations called the alleged targeting of senior Iranian officials “state-sponsored terrorism” in a letter on Thursday. The U.N. Security Council is set to hold a closed-door meeting on Friday to discuss the situation. Aerospace and Defense ETFs: iShares U.S. Aerospace & Defense ETF ( BATS: ITA ), Invesco Aerospace & Defense ETF ( NYSEARCA: PPA ), and the SPDR S&P Aerospace & Defense ETF ( NYSEARCA: XAR ). Oil ETFs: ( USO ), ( UCO ), ( DBO ), ( OILK ), and ( USL ). Natural Gas ETFs: ( UNG ), ( BOIL ), and ( UNL ). Energy ETFs: ( XLE ), ( AMLP ), ( VDE ), ( XOP ), ( OIH ), and ( IXC ). More on oil Pay To Play In The Strait Of Hormuz Commodities: Oil Volatile As Ceasefire Talks Stall Gas Prices Up More Than $1 In March Crude oil edges lower as Trump extends pause on attacking Iran's energy sites Trump extends halt on Iran energy strikes to April 6
Eoneren/iStock via Getty Images BRK stock: flat topline met with market volatility I last analyzed Berkshire Hathaway ( BRK.A ) ( BRK.B ) on Feb 16 in this article . It was triggered by the massive rally in the Nikkei index at that time and rated the stock as a hold. Since then, a few new catalysts have caught my attention and call for a revisit. This revisit will focus on two changes in particula...
Eoneren/iStock via Getty Images BRK stock: flat topline met with market volatility I last analyzed Berkshire Hathaway ( BRK.A ) ( BRK.B ) on Feb 16 in this article . It was triggered by the massive rally in the Nikkei index at that time and rated the stock as a hold. Since then, a few new catalysts have caught my attention and call for a revisit. This revisit will focus on two changes in particular: the business updates provided in its FQ4 2025 earnings report (ER) and also the share's heightened volatilities. I will detail A) why these developments have created a large probability for BRK.B share prices (all data are quoted for B shares in the rest of this article) to dip to $450 in the near future (say, within about 1 month), and B) if/when this correction occurs, it's an excellent entry point for long-term investors. As a quick recap of the ER, the company reported a slight decrease in total revenue (-0.72% YOY), continuing a trend of stagnation at the top line in the recent 1 to 2 years. To be completely fair, FY 2024 set up a very tough comparison given the favorable pricing dynamics in the broader insurance market. Looking ahead, I am afraid that the supply and demand dynamics won't remain as favorable as in 2024 for the general insurance sector. However, the strength of some company-specific fundamentals could help to offset the overall change, and I will detail my thoughts later. Seeking Alpha Shortly after the ER, the macroeconomic conditions also witnessed a drastic change with the Iran conflict and also the surge in oil prices. As a result, since the release of its FQ4 ER, the volatility of BRK shares has heightened substantially. To wit, according to the following statistics provided by MarketChameleon , BRK's current IV (implied volatility) is 19.0, translating into the 87th percentile rank in the past year. In other words, BRK's IV has only been higher than the current level 13% of the time. The current IV is also above its 20-day HV (historical volati...
(RTTNews) - DKSH Holding AG (DKSH.SW, DKSHF), a Swiss-based market expansion services provider, announced Friday the signing of an agreement to acquire AIC Ingredients Sdn Bhd to strengthen its presence in Southeast Asia.
(RTTNews) - DKSH Holding AG (DKSH.SW, DKSHF), a Swiss-based market expansion services provider, announced Friday the signing of an agreement to acquire AIC Ingredients Sdn Bhd to strengthen its presence in Southeast Asia.
The Senate approved a bill to fund most of the Department of Homeland Security, early Friday. The bill does not fund Immigration and Customs Enforcement, or ICE. (Image credit: Alex Wong)
The Senate approved a bill to fund most of the Department of Homeland Security, early Friday. The bill does not fund Immigration and Customs Enforcement, or ICE. (Image credit: Alex Wong)