alexsl/iStock via Getty Images The US dollar rose against the G10 currencies last week, except for the Australian and New Zealand dollars. Without much in the way of new supportive developments, we frame its gains primarily in technical terms after the dramatic sell-off that appears to have been spurred by the bellicose nature of the US attitude toward Greenland. The nomination of Warsh to succeed...
alexsl/iStock via Getty Images The US dollar rose against the G10 currencies last week, except for the Australian and New Zealand dollars. Without much in the way of new supportive developments, we frame its gains primarily in technical terms after the dramatic sell-off that appears to have been spurred by the bellicose nature of the US attitude toward Greenland. The nomination of Warsh to succeed Powell as Fed Chair seemed to have sparked a correction in several markets. Meanwhile, after a couple of soft labor market indicators, the market feels more confident of at least two Fed cuts this year. The dollar traded mostly lower ahead of the weekend, but the momentum indicators suggest the upside correction may not be over. The market's fear of intervention faded as the February 8 Japanese election drew near. The yen was the weakest of the G10 currencies last week, falling almost 1.5% against the greenback. A surge in German factory orders did not translate into an increase in industrial output. The ECB stood pat, as expected, and President Lagarde played down the impact of the euro's appreciation on the outlook for monetary policy. The Bank of England delivered a dovish hold and the market's confidence in a cut in April rose (~95% chance vs. 74% a week ago). Next week's highlights include the delayed US January jobs report and what is expected to be a softer CPI. China reports January CPI and PPI as well. The PBOC continues to lower the dollar's fix on a trend basis. The UK reports Q4 GDP. Meanwhile, polls suggest that the LDP will bolster its standing in the lower house in Japan's election on February 8, which will be seen as a broad mandate for Takaichi. US Drivers: There seem to be two main considerations for the broad movement of the greenback. First is a correction after being extremely stretched from a technical perspective. The momentum indicators suggest it still has a run to go. Second, and arguably, what triggered the technical correction was the nomination...
Amazon is still the cloud computing leader. It's no secret that Amazon (AMZN 5.55%) has been losing market share in cloud infrastructure to Alphabet's (GOOG 2.48%) (GOOGL 2.46%) Google Cloud and Microsoft (MSFT +1.90%) Azure for years now. That trend continued in 2025. Amazon reported a respectable 20% growth at AWS, but that was well behind Google Cloud at 36%, and Microsoft, which operates on a ...
Amazon is still the cloud computing leader. It's no secret that Amazon (AMZN 5.55%) has been losing market share in cloud infrastructure to Alphabet's (GOOG 2.48%) (GOOGL 2.46%) Google Cloud and Microsoft (MSFT +1.90%) Azure for years now. That trend continued in 2025. Amazon reported a respectable 20% growth at AWS, but that was well behind Google Cloud at 36%, and Microsoft, which operates on a different fiscal calendar, but reported 39% growth in Azure in its most recent quarter. Amazon invented cloud computing, or infrastructure-as-a-service (IaaS), as a business more than 20 years ago, and it has been the leader ever since, but the recent gains from Alphabet and Microsoft underscore the larger narrative in AI that Amazon has fallen behind its hyperscaler peers. However, Amazon CEO Andy Jassy seems to be tired of hearing that, as he gave a robust defense of AWS and reasserted its cloud leadership on Amazon's recent earnings call. Jassy told investors, "As a reminder, it's very different having 24% year-over-year growth on a $142 billion annualized run rate than to have a higher percentage growth on a meaningfully smaller which is the case with our competitors. We continue to add more incremental revenue and capacity than others, and extend our leadership position." He also noted that AWS clocked its fastest revenue growth in the last 13 quarters at 24%, and its chips business, led by Graviton and Trainium, which are designed for AI, have reached $10 billion in annual revenue run rate, growing triple digits. Amazon is still the cloud leader As Jassy said, AWS added more than $21.2 billion in revenue in 2025, compared to Google Cloud, which grew by $15.5 billion. In Microsoft's fiscal 2025, which ended in June 2025, Azure grew by roughly $19 billion. AWS is still more than double the size of Google Cloud and significantly larger than Azure. Amazon is also preparing to outspend its rivals in capital expenditures, targeting $200 billion this year, predominantly for ...
SIphotography/iStock via Getty Images Investment Thesis I last reviewed the Global X SuperDividend U.S. ETF ( DIV ) more than three years ago on September 12, 2022, when I rated it a "hold" after previously criticizing its strategy for not doing enough to screen out yield traps. While that remains true, DIV does offer an enticing 6.74% yield, and I think it's worth revisiting to see if it's worth ...
SIphotography/iStock via Getty Images Investment Thesis I last reviewed the Global X SuperDividend U.S. ETF ( DIV ) more than three years ago on September 12, 2022, when I rated it a "hold" after previously criticizing its strategy for not doing enough to screen out yield traps. While that remains true, DIV does offer an enticing 6.74% yield, and I think it's worth revisiting to see if it's worth pursuing. Overall, I don't think it is, and in this article, I'll explain why DIV's high-dividend, low-volatility strategy isn't as safe as you might expect, and why its fundamentals and performance history suggest the chances of it outperforming are slim. As such, I've downgraded DIV back to a "sell," and I look forward to explaining why in further detail below. I hope you enjoy the read. DIV Overview DIV tracks the Indxx SuperDividend U.S. Low Volatility Index , which is "a maximum 50-stock equal weighted index designed to measure the market performance of companies in the United States that have a high dividend yield and low beta." Below is my summary of its selection process, which I created using the latest methodology document . 1. Eligible securities must be incorporated in the United States and have a minimum total market cap above $500 million. In addition, securities must have a six-month average daily turnover above $1 million and a 10% minimum free float factor. 2. Common stocks, MLPs, and REITs are eligible securities, and to be considered for inclusion, these securities must have a beta less than or equal to 0.85 with respect to its local country benchmark. 3. The Index calculates the twelve-month dividend yield for all securities and excludes those with yields below 1% and above 20%. After removing those that have not paid dividends consistently for the last two years or have decreased their dividends by 50% or more compared to the prior year, a selection pool of 200, ranked by dividend yield, is formed. 4. The top 50 companies by dividend yield qualify, subj...
Will Falling Birth Rates Mean A More Conservative World? Authored by Michael Barone via The Epoch Times (emphasis ours), George Orwell was on to it almost 80 years ago—the problem of below-replacement level birth rates. In a short book written for the Britain in Pictures series in 1947, written just as Britain was emerging from wartime rigors into an uncharted postwar future, Orwell noted that des...
Will Falling Birth Rates Mean A More Conservative World? Authored by Michael Barone via The Epoch Times (emphasis ours), George Orwell was on to it almost 80 years ago—the problem of below-replacement level birth rates. In a short book written for the Britain in Pictures series in 1947, written just as Britain was emerging from wartime rigors into an uncharted postwar future, Orwell noted that despite an upward blip in birth rates during the war, “the general curve is downward. The position is not quite so dangerous as it is sometimes said to be, but can only be put right if the curve not only rises sharply but does so within ten or at most twenty years.” David Veksler/Unsplash.com “Otherwise,” he went on, forebodingly, “ the population will not only fall, but, what is worse, will consist predominantly of middle-aged people. If that point is reached, the decline may never be retrievable .” Orwell did not live to see it—he died at the age of 46 in 1950—but the danger was averted. Postwar birth rates rose in Britain and parts of Europe, though not so robustly as in the United States, where the baby boom peaked in 1957 and petered out after the introduction of the birth control pill in 1962. The peak U.S. fertility rate, or the projection of how many children the median woman would have if current birth rates continued, hovered above 3.5 and then plunged to 1.74 in the bicentennial year of 1976, just about the same as 2025’s 1.79. Fertility rates remained low in the 1980s, then rose and occasionally reached the replacement rate of 2.1 in the high-immigration 1990s through the Great Recession of 2007. The latest rate was an uptick from the 1.6 levels of the COVID-19-affected 2020–24 period, leaving the United States with something similar to the dilemma Orwell warned Britons against. And it’s not just the United States . Plunging birth rates are a worldwide phenomenon. Europe’s fertility rates have been well below replacement for years, with nations’ under-70 population...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Corning (NYSE:GLW) has entered a multi year, multi billion dollar supply agreement with Meta Platforms for advanced optical products for Meta's data centers. The company is also participating in the U.S. government's Project Vault, focused on securing rare e...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Corning (NYSE:GLW) has entered a multi year, multi billion dollar supply agreement with Meta Platforms for advanced optical products for Meta's data centers. The company is also participating in the U.S. government's Project Vault, focused on securing rare earths supply for critical industries. These developments highlight Corning's role in next generation data center infrastructure and in key supply chains for sectors such as semiconductors and automotive. For investors tracking NYSE:GLW, these announcements arrive with the stock at $122.16, following very strong share price performance over multiple time frames, including 18.3% over the past week and 43.3% over the past month. The 1 year return of 135.0% and 5 year return of 280.0% show how closely the market is tying Corning to long term themes in data infrastructure and advanced materials. Looking ahead, the Meta agreement points to multi year visibility in a core end market, and Project Vault involvement connects Corning to U.S. policy priorities around critical materials. Investors may want to watch how these projects translate into capacity decisions, capital spending, and the mix of revenue across data center, semiconductor, and automotive customers. Stay updated on the most important news stories for Corning by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Corning. NYSE:GLW Earnings & Revenue Growth as at Feb 2026 How Corning stacks up against its biggest competitors Quick Assessment ⚖️ Price vs Analyst Target : At US$122.16, Corning trades about 6.7% above the US$114.46 analyst consensus target, which is within a 10% band. ⚖️ Simply Wall St Valuation : Simply Wall St flags the shares as trading close to estimated fair value. ✅ Recent Momentum: The 30 day return of roughly 43% indicates very strong recen...
Aree Sarak/iStock via Getty Images Introduction Since my 'sell' recommendation on shares of GoDaddy ( GDDY ) last year in May, shares have tumbled 49% over the span of 9 months. What started as an overvalued domain registration and web hosting services business with concerns around competitive pressures and AI disruption has quickly evolved into a sharp derating. This dramatic pullback has compres...
Aree Sarak/iStock via Getty Images Introduction Since my 'sell' recommendation on shares of GoDaddy ( GDDY ) last year in May, shares have tumbled 49% over the span of 9 months. What started as an overvalued domain registration and web hosting services business with concerns around competitive pressures and AI disruption has quickly evolved into a sharp derating. This dramatic pullback has compressed the company's multiple significantly, bringing its forward EV/EBITDA to around 9x, a level that appears far more reasonable relative to its fundamentals. While my original bearish view centered on limited differentiation in a crowded SMB web services landscape, I think recent quarters have demonstrated steady revenue momentum, particularly in higher-value customer cohorts. That's prompted me to revisit whether the risk/reward has shifted. What's changed? GoDaddy’s Q3’25 was mixed in the sense that the company beat on revenues but missed on EPS. The share price reaction was muted but the stock fell subsequently lower over the next few weeks. On revenues, GoDaddy’s top line grew 10.3% year over year to $1.27 billion , coming in on the high end of guidance and $33 million ahead of consensus estimates. Driving this was contributions from both segments. In the Applications & Commerce segment, revenue climbed 13.7% to $481 million on solid subscription attach and adoption, while Core Platform revenue grew 8.3% to $784 million. The growth in the core platform was helped by 28% growth in aftermarket sales and 7% in primary domains as more came online. Company Filings Looking at revenue drivers, total bookings increased 9% to $1.4 billion, with A&C bookings accelerating to 14% and Core Platform bookings up 6%. GoDaddy experienced some strengthening cohort dynamics, higher average order sizes, and a growing share of higher-intent customers. Average revenue per user was 10% higher to $237, driven by the expanding $500-plus annual spend cohort which now makes up roughly 10% of the ...
日本眾議院選舉｜NHK推算自民黨取過半議席 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】日本眾議院選舉投票結束，當地傳媒初步推算執政自民黨可單獨控制過半議席，首相高市早苗有望連任。 自民黨幹事長鈴木俊一在黨總部...
日本眾議院選舉｜NHK推算自民黨取過半議席 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】日本眾議院選舉投票結束，當地傳媒初步推算執政自民黨可單獨控制過半議席，首相高市早苗有望連任。 自民黨幹事長鈴木俊一在黨總部舉行記者會，於寫有黨內候選人名字的看板上逐一貼上象徵當選的紅花。日本放送協會按票站調查推算，自民黨可達到單獨控制眾議院過半數議席的門檻，即233席，甚至有望與執政盟友日本維新會取得超過三分二席位，即逾310席，達到可修憲的門檻。 在野黨方面，由立憲民主黨和公明黨組成的中道改革聯合，議席數目料將大幅削減一半。
家國天下｜趙少昂（下）：盡瘁傳畫藝 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】嶺南畫派大師趙少昂不但在繪畫上有傑出的成就，他同時為繪畫教育作出巨大的貢獻。他在1930年25歲時在廣州創辦嶺南藝苑，開始私人教畫...
家國天下｜趙少昂（下）：盡瘁傳畫藝 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】嶺南畫派大師趙少昂不但在繪畫上有傑出的成就，他同時為繪畫教育作出巨大的貢獻。他在1930年25歲時在廣州創辦嶺南藝苑，開始私人教畫。1948年移居香港後繼續在家中畫室「蟬嫣室」傳道授業，直至1998年去世前數年才因病停止，時間跨度長達60多年。 趙少昂一些傑出的弟子遵從老師教誨，到海外發展，傳授嶺南畫派技法。也有不少弟子在移居海外後，在當地設帳授徒，推廣國畫和嶺南畫派。
In less than a week, China conducted a series of executions on a scale rarely seen in recent decades. In all, 16 core members of mafia-like crime syndicates were put to death for a range of crimes, from murder to fraud and human trafficking. While all of the victims in the cases were Chinese nationals, many of the condemned were citizens of Myanmar, a largely Buddhist country not known for executi...
In less than a week, China conducted a series of executions on a scale rarely seen in recent decades. In all, 16 core members of mafia-like crime syndicates were put to death for a range of crimes, from murder to fraud and human trafficking. While all of the victims in the cases were Chinese nationals, many of the condemned were citizens of Myanmar, a largely Buddhist country not known for executing crime bosses. Advertisement Yet, China was able to convince authorities in Myanmar to hand over suspects. Observers said Southeast Asian countries might have little choice but to acquiesce, with China showing “merciless resolve” to protect the interests of its citizens abroad. Bai Yingcang was a core member of the Bai family based in the border region of Kokang, Myanmar. Photo: Handout Bai Yingcang was one of the Myanmese citizens executed earlier this month.
In 1994, Deepmala Kharel Dhakal’s mother competed in the first Miss Nepal beauty pageant. Thirty-two years later, the Nepali-Hongkonger is preparing to follow in her footsteps. The 23-year-old was crowned Miss Nepal Hong Kong International on Thursday. Victory at the event guarantees entrance into the national competition later this year. Born and raised in Hong Kong, Kharel Dhakal has an impressi...
In 1994, Deepmala Kharel Dhakal’s mother competed in the first Miss Nepal beauty pageant. Thirty-two years later, the Nepali-Hongkonger is preparing to follow in her footsteps. The 23-year-old was crowned Miss Nepal Hong Kong International on Thursday. Victory at the event guarantees entrance into the national competition later this year. Born and raised in Hong Kong, Kharel Dhakal has an impressive resume. She landed a job as an investment strategist with BlackRock after graduating from the University of Hong Kong in 2024. Advertisement That same year, she was appointed to the Zubin Foundation’s Diversity List, which identifies high-calibre individuals from the city’s ethnic minority groups who could serve on advisory and statutory bodies. “I want to carry the spirits of Hong Kong Nepalese, and not just their spirits. I want to showcase the Hong Kong Nepalese culture and … values,” she said following the coronation. Advertisement Speaking to the South China Morning Post afterwards, she said that growing up in Hong Kong as a “third culture kid” – someone who grows up in a culture different from their parents – she often had to look to Nepal to find role models who shared her background.
This can be a relatively lower-risk way to invest in the AI boom for the next five years. Arista Networks (ANET +6.80%) is a prominent artificial intelligence (AI) data center networking player, providing ultra‑fast Ethernet switches and other cloud-networking solutions that help large clusters of GPUs and custom accelerators communicate efficiently within AI data centers. Here's why the company c...
This can be a relatively lower-risk way to invest in the AI boom for the next five years. Arista Networks (ANET +6.80%) is a prominent artificial intelligence (AI) data center networking player, providing ultra‑fast Ethernet switches and other cloud-networking solutions that help large clusters of GPUs and custom accelerators communicate efficiently within AI data centers. Here's why the company can prove to be an underappreciated AI networking play. Growth catalysts Cloud giants such as Microsoft and Meta Platforms are investing tens of billions of dollars to expand their AI infrastructure. In fact, according to BNP Paribas, the total addressable data center networking market will be around $120 billion by 2028. Arista is well positioned to capitalize on this opportunity, as customers are increasingly adopting high‑speed, open-source Ethernet in back-end AI networks (to connect GPUs across servers in AI clusters) rather than Nvidia's proprietary InfiniBand. This helps clients prevent vendor lock-in over time. Expand NYSE : ANET Arista Networks Today's Change ( 6.80 %) $ 8.75 Current Price $ 137.42 Key Data Points Market Cap $173B Day's Range $ 130.12 - $ 137.42 52wk Range $ 59.43 - $ 164.94 Volume 358K Avg Vol 7.8M Gross Margin 64.34 % Arista's 400G and 800G high-speed Ethernet switching platforms were increasingly being deployed in next‑generation AI cluster networks in 2025, while the company expects a mix of 800G and even faster 1.6T platforms to be used in 2026. This directly ties Arista's growth prospects to continued AI spending over the next five years. Arista is also investing heavily in enterprise and campus networking. This is a part of its "client to branch to campus to data and now cloud and AI centers" strategy, which means that Arista wants to serve the networking needs of customers everywhere. Arista boasts a solid 20%‑plus revenue growth, 60%‑plus gross margins, and a cash‑rich balance sheet. Analysts expect the company's revenues to grow from an es...
Key Points Arista Networks is becoming a crucial artificial intelligence (AI) infrastructure player by selling ultra-fast Ethernet switches that connect large GPU clusters inside modern AI data centers. Customers are increasingly adopting open-source, high-speed Ethernet over proprietary Infiniband for AI backend networking. Arista is also expanding in enterprise and campus networking. 10 stocks w...
Key Points Arista Networks is becoming a crucial artificial intelligence (AI) infrastructure player by selling ultra-fast Ethernet switches that connect large GPU clusters inside modern AI data centers. Customers are increasingly adopting open-source, high-speed Ethernet over proprietary Infiniband for AI backend networking. Arista is also expanding in enterprise and campus networking. 10 stocks we like better than Arista Networks › Arista Networks (NYSE: ANET) is a prominent artificial intelligence (AI) data center networking player, providing ultra‑fast Ethernet switches and other cloud-networking solutions that help large clusters of GPUs and custom accelerators communicate efficiently within AI data centers. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Here's why the company can prove to be an underappreciated AI networking play. Growth catalysts Cloud giants such as Microsoft and Meta Platforms are investing tens of billions of dollars to expand their AI infrastructure. In fact, according to BNP Paribas, the total addressable data center networking market will be around $120 billion by 2028. Arista is well positioned to capitalize on this opportunity, as customers are increasingly adopting high‑speed, open-source Ethernet in back-end AI networks (to connect GPUs across servers in AI clusters) rather than Nvidia's proprietary InfiniBand. This helps clients prevent vendor lock-in over time. Arista's 400G and 800G high-speed Ethernet switching platforms were increasingly being deployed in next‑generation AI cluster networks in 2025, while the company expects a mix of 800G and even faster 1.6T platforms to be used in 2026. This directly ties Arista's growth prospects to continued AI spending over the next five years. Arista is also investing heavily in enterprise and campus networking. This is...