Investors may return to longer-dated Japanese debt after this weekend’s snap election , with big asset managers pinpointing 10-year yields reaching 2.5% as a possible trigger to buy, according to a Mizuho strategist. “The buying strike we’ve seen in the ultra-long end may soon be over after the election uncertainty is out of the way,” said Jordan Rochester , London-based head of macro strategy at ...
Investors may return to longer-dated Japanese debt after this weekend’s snap election , with big asset managers pinpointing 10-year yields reaching 2.5% as a possible trigger to buy, according to a Mizuho strategist. “The buying strike we’ve seen in the ultra-long end may soon be over after the election uncertainty is out of the way,” said Jordan Rochester , London-based head of macro strategy at Mizuho. Some of Japan’s biggest investors are waiting for yields to nudge a bit higher, he added. A rise in the 10-year JGB yield toward 2.5% “was viewed as a good buying opportunity in what was a near unanimous consensus of life insurers, asset managers and banks” in a recent visit to Tokyo, Rochester said. Yields are currently hovering around 2.25%. Yields on longer-dated Japanese government bonds rose in the run-up to Prime Minister Sanae Takaichi ’s announcement of a surprise election, with the 10-year JGB climbing to 2.38% last month, the highest since 1999. If Takaichi manages to consolidate her support with the vote it will clear the way for her to boost spending to stimulate the economy. Read more: Why a Snap Election Is a Gamble for Japan’s Leader: QuickTake Some domestic investors have been shunning the long end of the bond market on the view that rising fiscal concerns may push yields higher, while they’ve also been put off by surging volatility. Life insurers and pension funds are traditionally among the biggest buyers of long- and ultra-long JGBs, and their absence has removed an anchor of demand, although foreign investors have partially filled this void . The next test of demand for super-long dated JGBs comes on Thursday, when Japan sells around ¥700 billion ($4.5 billion) of 30-year bonds . The country has been reducing issuance of longer maturities in response to slumping demand. Rochester sees a possibility that the 10-year JGB yield will climb to 3% by the end of the year, given the Bank of Japan’s target range for neutral rates of around 1-2.5%. Investo...
AVGO Stock Jumps to $330 After Hours, As Google Earnings Beat – Is Broadcom Selling Over? A late boost from Alphabet's earnings has provided some comfort following a brutal selloff, but Broadcom stock has started the year under... Written by: Skerdian Meta • • 3 min read • Quick overview Broadcom's stock has faced pressure as investors reassess AI valuations and near-term risks, despite a recent b...
AVGO Stock Jumps to $330 After Hours, As Google Earnings Beat – Is Broadcom Selling Over? A late boost from Alphabet's earnings has provided some comfort following a brutal selloff, but Broadcom stock has started the year under... Written by: Skerdian Meta • • 3 min read • Quick overview Broadcom's stock has faced pressure as investors reassess AI valuations and near-term risks, despite a recent boost from Alphabet's earnings. Concerns over Broadcom's VMware business and insider selling have added to market caution, highlighting uncertainty in the software segment. While Broadcom reported strong operational performance, the stock's selloff reflects a shift in investor focus towards sustainability and risk-adjusted returns. The company's valuation is being recalibrated as rising AI infrastructure costs and geopolitical risks prompt a more selective approach to AI investments. A late boost from Alphabet’s earnings has provided some comfort following a brutal selloff, but Broadcom stock has started the year under pressure as investors reevaluate AI-driven prices and short-term dangers. A Fragile Opening for an AI Heavyweight Broadcom entered the new year on uncertain footing, with its share price sliding as confidence across the AI semiconductor complex began to fray. After months of near-uninterrupted gains, investors have turned more defensive, questioning how much of the AI opportunity is already priced into leading infrastructure names. Earlier this week, AVGO shares fell sharply, briefly dipping below the psychologically important $300 level and threatening to break the 100-day simple moving average. That move raised concerns that the correction could deepen toward lower support zones near $250. While the stock managed to recover into the close, the episode underscored how fragile sentiment has become. AVGO Chart Daily – The 100 SMA Held As Support A late rebound after markets closed—sparked by strong earnings from Alphabet—helped stabilize Broadcom shares near $3...
Avalon_Studio/E+ via Getty Images By Jennifer Nash The economic mover and shaker this week is Friday's employment report from the Bureau of Labor Statistics. This monthly report contains a wealth of data for economists, the most publicized being the month-over-month change in total nonfarm employment. However, each month a few days before we receive the highly anticipated jobs report, ADP releases...
Avalon_Studio/E+ via Getty Images By Jennifer Nash The economic mover and shaker this week is Friday's employment report from the Bureau of Labor Statistics. This monthly report contains a wealth of data for economists, the most publicized being the month-over-month change in total nonfarm employment. However, each month a few days before we receive the highly anticipated jobs report, ADP releases their data on new nonfarm private jobs. The ADP employment report revealed that 22,000 nonfarm private jobs were added in January, down from the 37,000 added in December. The latest figure was lower than the expected 46,000 addition. Here is a visualization of the two series over the past twelve months. There is no correlation between the ADP and BLS employment reports. Here is an excerpt from today's ADP report press release : "Job creation took a step back in 2025, with private employers adding 398,000 jobs, down from 771,000 in 2024. While we've seen a continuous and dramatic slowdown in job creation for the past three years, wage growth has remained stable." Here is a snapshot of the monthly change in the ADP headline number since the company's earliest published data with the new methodology in 2010. This is quite a volatile series, so we've plotted the monthly data points as dots along with a six-month moving average, which gives us a clearer sense of the trend. The six-month moving average currently sits at 48,000. As we see in the chart above, the trend peaked in September 2015 and then went negative for the first time in late 2019, just before the NBER declared a recession start. The COVID-19 pandemic has brought employment numbers down to levels we have never seen this century. The trend reached a new high in 2021 at 728,000 and has recently dropped back to pre-pandemic levels. ADP Employment: Industry The ADP report divides total nonfarm private employment into two categories: goods-producing and service-providing. Given that the US is primarily a services econo...
"There isn't anybody at my door trying to get pictures of me 24 hours a day or trying to pop microphones and bug my house or trying to hack my phone. There isn't any of that stuff that's happening anymore. This is what I thought it would be like when I set out on my journey when I was 16, I'm having an amazing time."
"There isn't anybody at my door trying to get pictures of me 24 hours a day or trying to pop microphones and bug my house or trying to hack my phone. There isn't any of that stuff that's happening anymore. This is what I thought it would be like when I set out on my journey when I was 16, I'm having an amazing time."
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Nvidia is nearing a multibillion-dollar investment in OpenAI, expected to be its largest to date. The move comes as both companies reaffirm their partnership after earlier tensions and OpenAI exploring other chip suppliers. The ...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Nvidia is nearing a multibillion-dollar investment in OpenAI, expected to be its largest to date. The move comes as both companies reaffirm their partnership after earlier tensions and OpenAI exploring other chip suppliers. The talks unfold while U.S. regulations affecting AI chip exports to China continue to evolve. Nvidia (NasdaqGS:NVDA) is considering this investment at a time when its shares trade around $174.19, with a 1-year return of 39.6%. The stock has seen a 9.0% decline over the past week and a 7.4% decline over the past month, while the 5-year return is very large. That mix of recent pullback and longer-term strength provides context for how meaningful a multibillion-dollar OpenAI stake could be for investors following the AI theme. For you, the key question is how a deeper tie with OpenAI might affect Nvidia's role in global AI infrastructure and demand for its hardware. The company is also forming new alliances in AI infrastructure and industrial digital twins, so this potential deal sits within a broader effort to work with major players across the AI ecosystem while responding to regulatory pressures. Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA. NasdaqGS:NVDA 1-Year Stock Price Chart Why NVIDIA could be great value Nvidia’s potential multibillion dollar stake in OpenAI sits alongside a flurry of AI alliances, from industrial digital twins with Dassault Systèmes to grid edge data centers with EPRI and Prologis. For you as an investor, the signal is that Nvidia is trying to stay embedded at every layer of AI infrastructure, not only by selling GPUs but by co-designing how factories, utilities and software platforms actually run AI workloads, while re...
Getty Images Introduction I have not covered Alphabet Inc. ( GOOG ) before, but I researched and started investing in the stock in March of 2025, even before I started writing on Seeking Alpha. Due to its strong performance, GOOG has grown into one of my largest holdings. Data by YCharts Today, the company reported their Q4 2025 and FY 2025 earnings, and the stock is down 1.8% in after-hours. In m...
Getty Images Introduction I have not covered Alphabet Inc. ( GOOG ) before, but I researched and started investing in the stock in March of 2025, even before I started writing on Seeking Alpha. Due to its strong performance, GOOG has grown into one of my largest holdings. Data by YCharts Today, the company reported their Q4 2025 and FY 2025 earnings, and the stock is down 1.8% in after-hours. In my view, despite having appreciated a lot already, Google remains a Buy as Search revenue is accelerating, negating disruption fears, Cloud growth is skyrocketing; and operating leverage is being demonstrated. Financials Q4 consolidated revenue was $113.83B versus $111.3B expected, and EPS was $2.82 versus $2.63 expected. For the full year 2025, consolidated revenue grew to $402.8B, and diluted EPS was $10.81 versus $10.58 expected. Alphabet hereby continues its 12-quarter streak of beating EPS expectations. Google Search, which was so often critiqued for potentially being disrupted by AI, accelerated growth (17% YoY), further proving that Google can integrate AI to enhance Search. CEO Sundar Pichai noted in the release: "Search saw more usage in Q4 than ever before" and "We integrated Gemini 3 directly into AI Mode." As portrayed below, revenue growth is accelerating despite Google's huge size. The same quarter last year saw growth of just 12% YoY. This year it sits at 18% despite impacts from political spending occurring last year. For the full year, revenue growth increased from 14% to 15%. GOOG IR GOOG IR The top line is, therefore, not an issue at all. Further, Alphabet continues to leverage their scale, as Cost of Revenues and Sales and Marketing expenses increased less than sales. Research & Development as well as General and Administrative grew significantly (24% and 51% for the full year, respectively), but this is due to purposeful increases in hiring, compensation, and product innovation, which GOOG has control over and turn down anytime. Right now, they see more ...
Getty Images Introduction I have not covered Alphabet Inc. ( GOOG ) before, but I researched and started investing in the stock in March of 2025, even before I started writing on Seeking Alpha. Due to its strong performance, GOOG has grown into one of my largest holdings. Data by YCharts Today, the company reported their Q4 2025 and FY 2025 earnings, and the stock is down 1.8% in after-hours. In m...
Getty Images Introduction I have not covered Alphabet Inc. ( GOOG ) before, but I researched and started investing in the stock in March of 2025, even before I started writing on Seeking Alpha. Due to its strong performance, GOOG has grown into one of my largest holdings. Data by YCharts Today, the company reported their Q4 2025 and FY 2025 earnings, and the stock is down 1.8% in after-hours. In my view, despite having appreciated a lot already, Google remains a Buy as Search revenue is accelerating, negating disruption fears, Cloud growth is skyrocketing; and operating leverage is being demonstrated. Financials Q4 consolidated revenue was $113.83B versus $111.3B expected, and EPS was $2.82 versus $2.63 expected. For the full year 2025, consolidated revenue grew to $402.8B, and diluted EPS was $10.81 versus $10.58 expected. Alphabet hereby continues its 12-quarter streak of beating EPS expectations. Google Search, which was so often critiqued for potentially being disrupted by AI, accelerated growth (17% YoY), further proving that Google can integrate AI to enhance Search. CEO Sundar Pichai noted in the release: "Search saw more usage in Q4 than ever before" and "We integrated Gemini 3 directly into AI Mode." As portrayed below, revenue growth is accelerating despite Google's huge size. The same quarter last year saw growth of just 12% YoY. This year it sits at 18% despite impacts from political spending occurring last year. For the full year, revenue growth increased from 14% to 15%. GOOG IR GOOG IR The top line is, therefore, not an issue at all. Further, Alphabet continues to leverage their scale, as Cost of Revenues and Sales and Marketing expenses increased less than sales. Research & Development as well as General and Administrative grew significantly (24% and 51% for the full year, respectively), but this is due to purposeful increases in hiring, compensation, and product innovation, which GOOG has control over and turn down anytime. Right now, they see more ...
Key Points Analysts were expecting it to post a profit in its inaugural quarter of the new fiscal year. It didn't. And while it beat the consensus revenue estimate, its growth wasn't spectacular. 10 stocks we like better than BrightView › The landscape in front of BrightView Holdings (NYSE: BV) wasn't looking particularly smooth or handsome on Hump Day. Shares of the landscaping specialist tumbled...
Key Points Analysts were expecting it to post a profit in its inaugural quarter of the new fiscal year. It didn't. And while it beat the consensus revenue estimate, its growth wasn't spectacular. 10 stocks we like better than BrightView › The landscape in front of BrightView Holdings (NYSE: BV) wasn't looking particularly smooth or handsome on Hump Day. Shares of the landscaping specialist tumbled by 7% in value that trading session, "thanks" to a quarterly earnings report that displeased market players. Surprise net loss BrightView took the wraps off its first quarter of fiscal 2026, revealing after market close Tuesday that it earned $614.7 million for the period. That was an improvement of nearly 3% year over year. On the flip side, the company's net loss in accordance with generally accepted accounting principles (GAAP) deepened by 46% to $15.2 million, or $0.01 per share. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » That meant a mixed quarter for BrightView, as its revenue came in well above the consensus analyst estimate of just over $591 million. However, pundits tracking the stock expected the company to be profitable, to the tune of $0.02 per share under GAAP. BrightView is in the latter stages of implementing the One BrightView strategy, which aims to streamline its operations and modernize its large vehicle fleet, among other measures. It quoted CEO Dale Asplund as saying that the first quarter was "driven by sustained momentum in our key performance indicators, reflecting the progress we continue to make in transforming our business." Not enough change In its earnings release, BrightView reaffirmed its guidance for the full fiscal year. It continues to believe it will book revenue of $2.67 billion to $2.73 billion, which, at the upper end of the range, would translate into 2% annual growth. Non-GAAP (adjusted) earnings before interest, taxes, depreciation, and amort...
aapl Apple Stock Breakout: AAPL Eyes Record Highs As Tech Falls – No Siri Talk From Google Apple shares continue to grind higher despite a broader tech selloff, prompting investors to weigh the company’s durable fundamentals... Written by: Skerdian Meta • • 4 min read • Quick overview Apple shares have risen 2.6% to $276.40, outperforming the Nasdaq Composite amid a broader tech selloff. A recent ...
aapl Apple Stock Breakout: AAPL Eyes Record Highs As Tech Falls – No Siri Talk From Google Apple shares continue to grind higher despite a broader tech selloff, prompting investors to weigh the company’s durable fundamentals... Written by: Skerdian Meta • • 4 min read • Quick overview Apple shares have risen 2.6% to $276.40, outperforming the Nasdaq Composite amid a broader tech selloff. A recent policy shift in India allows foreign companies to supply machinery without tax liabilities, enhancing Apple's manufacturing strategy in the region. Apple's fiscal first-quarter results showed a 16% revenue increase to $143.8 billion, driven largely by record iPhone sales of $85.3 billion. Despite strong fundamentals, investors remain cautious about Apple's valuation in an uncertain market environment. Live AAPL Chart 0.0000 MARKETS TREND [[AAPL-graph]] Apple shares continue to grind higher despite a broader tech selloff, prompting investors to weigh the company’s durable fundamentals against a more uncertain and selective market backdrop. Apple Advances While the Tech Sector Stumbles Apple has emerged as a relative outperformer during a period of renewed stress across the technology and AI complex. Even as investors reassess valuations and trim exposure to higher-beta names, AAPL stock has continued to edge higher, underscoring its role as a perceived defensive anchor within the sector. On Wednesday, Apple shares climbed 2.6% to close at $276.40, sharply outperforming a 1.5% decline in the Nasdaq Composite. The gap between Apple and the broader tech index was the widest seen in roughly a year, highlighting a meaningful rotation rather than a broad-based rally. In an environment marked by heightened volatility, some investors appear to be seeking shelter in scale, balance-sheet strength, and proven cash generation. Still, the resilience has raised a familiar question: how much upside remains after a strong run, and how sustainable is the current momentum as market conditions...
Google expects demand for cloud computing services bolstered with artificial intelligence to outpace supply through the year (JUSTIN SULLIVAN) · JUSTIN SULLIVAN/GETTY IMAGES NORTH AMERICA/Getty Images via AFP Google parent Alphabet on Wednesday reported blockbuster earnings, its revenue climbing as it invests massively in cloud computing services enhanced with artificial intelligence. The tech gia...
Google expects demand for cloud computing services bolstered with artificial intelligence to outpace supply through the year (JUSTIN SULLIVAN) · JUSTIN SULLIVAN/GETTY IMAGES NORTH AMERICA/Getty Images via AFP Google parent Alphabet on Wednesday reported blockbuster earnings, its revenue climbing as it invests massively in cloud computing services enhanced with artificial intelligence. The tech giant said revenue jumped 18 percent year-on-year in the quarter, and overall annual revenue topped $400 billion for the first time at the company founded by Larry Page and Sergey Brin in 1998. But Alphabet said it will nearly double its investments this year in the technology arms race gripping Silicon Valley. The company expects capital expenditures between $175 billion and $185 billion in 2026, double its 2025 spending, to meet customer demand for AI products. Despite Alphabet relentlessly investing in computing infrastructure for AI, demand outstrips supply, according to chief executive Sundar Pichai. "We've been supply constrained even as we've been ramping up our capacity," Pichai said on an earnings call. Alphabet shares were down slightly more than one percent in after-market trades. - Gemini wins fans - Google's Gemini AI continued to grow quickly, ending the year with 750 million monthly users in an increase of 100 million from the previous quarter. "We expect Google to overtake OpenAI this year for the top spot in AI," said Emarketer analyst Nate Elliott. Alphabet brought in $113.8 billion in the final three months of 2025, powered by its core search business and cloud computing, earnings figures showed. Alphabet reported profit of $34.5 billion in the recently ended quarter as revenue from cloud computing soared 48 percent to $17.7 billion. "We're seeing our AI investments and infrastructure drive revenue and growth across the board," Pichai said. Google's core search and advertising business remained the primary revenue driver, generating $82.3 billion, up from $7...