J Studios/DigitalVision via Getty Images Transcript Brian Levitt - I'm Brian Levitt, Invesco's chief global market strategist. Today, I am bringing you a very special episode of the Greater Possibilities podcast. It's coming to you from Invesco's Breakthrough 2025 conference, where we had the opportunity to hear from our keynote speaker, Zack Kass. Now, Zack joins us in our podcast studio so we ca...
J Studios/DigitalVision via Getty Images Transcript Brian Levitt - I'm Brian Levitt, Invesco's chief global market strategist. Today, I am bringing you a very special episode of the Greater Possibilities podcast. It's coming to you from Invesco's Breakthrough 2025 conference, where we had the opportunity to hear from our keynote speaker, Zack Kass. Now, Zack joins us in our podcast studio so we can share his insights with our listeners. Who is Zack? Zack is one of the world's foremost authorities on implied artificial intelligence. He played a key role in early efforts at commercializing artificial intelligence and large language models. Most recently, he served as OpenAI's head of Go to Market. And today, his mission is to help businesses, nonprofits, and governments navigate the rapidly evolving AI environment. Our conversation today is brought to you by Invesco QQQ. QQQ tracks the Nasdaq 100 index, which is made up of the 100 largest non-financial companies listed on the Nasdaq. That includes many of the innovative companies that are driving this AI conversation, as well as companies that are using AI in less publicized but interesting ways. The opinions you’re going to hear in this conversation are Zack’s. And we’ve got a lot of ground to cover. So with that, let's start the conversation. Zack, thank you very much for joining us. Zack Kass - Thanks for having me. Brian Levitt - We're so excited to have you. I would say the biggest question that I get now from the investment community is about the hype around artificial intelligence. So I figured just a great place to start would be do you view all of this as overhyped? Zack Kass - I think we should separate sort of what the questions you get asked versus the questions that I think about. Brian Levitt - That’s a good point. Zack Kass - Because I do think it's ... hype has to be framed in the context of do you think that a given investment is — and by the way, let's just define hype, right? In this case, I assume ...
Nvidia has been a superb stock, but the highest AI stock returns come if you look away from the spotlight. Nvidia (NVDA 0.80%) is at the center of the artificial intelligence (AI) boom and became the first publicly traded corporation to reach a $5 trillion market cap as a result. The AI chipmaker's earnings reports demonstrate that its semiconductors are still in strong demand. Record revenue of $...
Nvidia has been a superb stock, but the highest AI stock returns come if you look away from the spotlight. Nvidia (NVDA 0.80%) is at the center of the artificial intelligence (AI) boom and became the first publicly traded corporation to reach a $5 trillion market cap as a result. The AI chipmaker's earnings reports demonstrate that its semiconductors are still in strong demand. Record revenue of $57 billion, up by 62% year over year, shows that the company is still hot. Although Nvidia has been a winning pick for years, investors may generate higher returns if they look at other AI stocks. These companies have smaller market caps and attractive growth opportunities that could help them outperform Nvidia in the years ahead. 1. Alphabet addresses cloud, software, and physical AI Nvidia provides the chips, and Alphabet (GOOG 1.78%) (GOOGL 1.77%) shows how companies can use semiconductors to create new products and accelerate growth for existing business segments. Expand NASDAQ : GOOGL Alphabet Today's Change ( -1.77 %) $ -5.74 Current Price $ 318.58 Key Data Points Market Cap $3.9T Day's Range $ 314.61 - $ 321.67 52wk Range $ 140.53 - $ 349.00 Volume 46K Avg Vol 38M Gross Margin 59.68 % Dividend Yield 0.26 % Some investors worried that Google would lose its search engine dominance to AI models like ChatGPT and Grok, but earnings results have put those fears to rest. Alphabet delivered 18% year-over-year revenue growth in Q4 2025, with Google Services up by 14% year over year. Google Services include Google Search, subscriptions, and YouTube. Those results confirm that Alphabet is using AI to boost its search engine revenue, and it further validates Google as the center of the internet. However, the big excitement for Alphabet stock isn't around search. The fact that the segment is still delivering strong results is a nice bonus. Google Cloud and physical AI serve as Alphabet's two most significant catalysts. The Google Cloud platform powers many AI apps and has seen so...
Watch South Africa and Afghanistan play out a thrilling final over in their match at the T20 World Cup, taking the contest into a super over. WATCH MORE: Proteas edge Afghanistan after two super overs Available to UK users only.
Watch South Africa and Afghanistan play out a thrilling final over in their match at the T20 World Cup, taking the contest into a super over. WATCH MORE: Proteas edge Afghanistan after two super overs Available to UK users only.
The former girlfriend of the Norwegian biathlete Sturla Holm Lægreid has responded to his public apology for having an affair, saying it “is hard to forgive” what he did. It was after Lægreid had won bronze in the individual 20km on Tuesday that he, unprompted, opened up on what he described as the “hardest week of my life,” saying: “Half a year ago I met the love of my life. The world’s most beau...
The former girlfriend of the Norwegian biathlete Sturla Holm Lægreid has responded to his public apology for having an affair, saying it “is hard to forgive” what he did. It was after Lægreid had won bronze in the individual 20km on Tuesday that he, unprompted, opened up on what he described as the “hardest week of my life,” saying: “Half a year ago I met the love of my life. The world’s most beautiful and nicest person. Three months ago I made the mistake of my life and cheated on her, and I told her about that a week ago. This has been the worst week of my life.” The woman, who wants to remain anonymous, wrote to Norwegian paper VG: “It is hard to forgive, even after such a public declaration of love in front of the whole world. I have not asked to be put in this position and it is hard to be there. We have had contact and he knows my feelings about this.” Lægreid is one of the best biathletes of the world, having won gold in the relay in Beijing four years ago and amassed 14 world championship medals. This week though, his apology overshadowed everything else he has achieved. His former girlfriend thanked “my family and my friends who have embraced me and supported me during this – and to all others who have thought about me and sympathised with me, without knowing who I am.” She did also point out that Tuesday belonged to Sivert Guttorm Bakken, the Norwegian biathlete who died just before Christmas last year. “It was moving to see how Sivert was included in the victory,” she said, referring to how the winner of the race, Johan-Olav Botn, shouted “we did it Sivert!” into the TV cameras after crossing the finish line. Lægreid has been criticised for the timing of his apology and said late on Tuesday: “I sincerely apologise for revealing this personal story on a happy day for Norwegian biathlon. I am not myself and not thinking clearly. “The apology goes to Johan-Olav who deserved to have all the attention after his gold. And it goes to my former girlfriend, who ha...
In today’s CEO Daily: Fortune Editor-in-Chief Alyson Shontell shares her interview with Google’s AI head. The big leadership story: AI is improving productivity, but it’s also burning workers out. The markets: Mixed globally, as an AI tax-planning tool triggered a selloff in financial advisory stocks. Plus: All the news and watercooler chat from Fortune. Good morning. We’re in the thick of the AI ...
In today’s CEO Daily: Fortune Editor-in-Chief Alyson Shontell shares her interview with Google’s AI head. The big leadership story: AI is improving productivity, but it’s also burning workers out. The markets: Mixed globally, as an AI tax-planning tool triggered a selloff in financial advisory stocks. Plus: All the news and watercooler chat from Fortune. Good morning. We’re in the thick of the AI revolution. But we may look back on January 2014 as one the most pivotal moments in business history. That was the month Demis Hassabis sold his AI company, DeepMind, to Google. He rebuffed a higher offer from Meta’s Mark Zuckerberg. And the idea of Google owning something so powerful scared Elon Musk to such a degree that he decided to launch a rival company with Sam Altman: OpenAI. Fast forward to today, and Demis is still the one to beat. He runs all of Google’s AI initiatives, including Gemini, which is quickly eating away at OpenAI’s user base. In his spare time, Demis won a Nobel Prize for being able to accurately predict how proteins fold, and he runs a startup, Isomorphic, that wants to use AI to “solve all disease.” Naturally, I wanted to meet this man to learn how he thinks and where he believes the AI world is heading. We sat down together at the World Economic Forum in Davos, where I asked him how he manages his teams—and his time—to do two hard jobs at once (he splits his day into two, with his second work day going from 10 p.m. to 4 a.m., after which he clocks some sleep). We discussed how he is setting targets to return Google to its “golden era” of constant shipping and innovation, after a period when it felt like it was asleep at the AI wheel. “It is a classic innovator’s dilemma,” Hassabis admitted. “If we don’t disrupt ourselves, someone else will.” He broke his strategy down into four steps:
AstraZeneca expects profit to grow further this year, boosted by sales of its cancer drugs as it works to offset a patent expiry of a blockbuster diabetes medicine. CEO Pascal Soriot spoke to Anna Edwards, Guy Johnson and Tom Mackenzie on Bloomberg's The Opening Trade about the company's earnings, outlook, and its pipeline of new medicines. This interview occurred Tuesday, February 10. (Source: Bl...
AstraZeneca expects profit to grow further this year, boosted by sales of its cancer drugs as it works to offset a patent expiry of a blockbuster diabetes medicine. CEO Pascal Soriot spoke to Anna Edwards, Guy Johnson and Tom Mackenzie on Bloomberg's The Opening Trade about the company's earnings, outlook, and its pipeline of new medicines. This interview occurred Tuesday, February 10. (Source: Bloomberg)
laddawan punna/iStock via Getty Images The Short Duration Income Fund's Institutional Class ( WEFIX ) returned +1.14% in the fourth quarter compared to a +1.18% return for the Bloomberg 1-3 Year U.S. Aggregate Index. For the full year 2025, the Fund's Institutional Class returned +5.62% compared to a +5.39% return for the index, marking the 7th calendar year in a row that the Fund has outperformed...
laddawan punna/iStock via Getty Images The Short Duration Income Fund's Institutional Class ( WEFIX ) returned +1.14% in the fourth quarter compared to a +1.18% return for the Bloomberg 1-3 Year U.S. Aggregate Index. For the full year 2025, the Fund's Institutional Class returned +5.62% compared to a +5.39% return for the index, marking the 7th calendar year in a row that the Fund has outperformed the index. Overview 2025 was a resilient year for financial markets, marked by strong gains across major asset classes despite significant volatility from geopolitical tensions, tariff announcements (particularly in April), a prolonged U.S. government shutdown, and ongoing debates about AI (artificial intelligence) valuations. The year featured a continuation of the AI-driven rally in equities, Federal Reserve rate cuts to support a softening labor market, and a near "everything rally" that delivered positive returns for both stocks and bonds—the first such broad positive year since the pandemic era. Bonds delivered a strong rebound, benefiting from Fed easing (three 25 basis point (bps) rate cuts in the second half, totaling 75 bps for the year) and attractive starting yields. This provided both income and capital appreciation as the yield curve shifted lower. The yield curve steepened (short rates fell more than long), reflecting Fed cuts amid sticky longer-term inflation/fiscal concerns. Credit spreads tightened overall, supporting outperformance in riskier fixed income segments. Fixed income acted as a ballast, with positive returns across most categories—providing diversification benefits in a year when stocks and bonds moved more in tandem positively. In summary, 2025 rewarded risk-taking in a volatile but ultimately bullish environment, with AI as the dominant equity theme and Fed policy supporting bonds. Markets climbed a "wall of worry" to end on a high note, possibly setting the stage for continued (though potentially more muted) optimism into 2026. The chart bel...
Storytel AB (publ) press release ( STRYF ): Q4 GAAP EPS of SEK4.53. Revenue of SEK1.1B (+6.8% Y/Y). Streaming revenues +10% at CER Publishing revenues +13% at CER Gross margin of 47.0% (46.4%) Adjusted EBITDA margin of 20.0% (18.6%) Recognition of deferred tax asset, impact of +195 MSEK on net profit Net profit for the period amounted to 300 (149) MSEK More on Storytel AB (publ) Seeking Alpha’s Qu...
Storytel AB (publ) press release ( STRYF ): Q4 GAAP EPS of SEK4.53. Revenue of SEK1.1B (+6.8% Y/Y). Streaming revenues +10% at CER Publishing revenues +13% at CER Gross margin of 47.0% (46.4%) Adjusted EBITDA margin of 20.0% (18.6%) Recognition of deferred tax asset, impact of +195 MSEK on net profit Net profit for the period amounted to 300 (149) MSEK More on Storytel AB (publ) Seeking Alpha’s Quant Rating on Storytel AB (publ) Historical earnings data for Storytel AB (publ) Financial information for Storytel AB (publ)
Source: CNBC AVGO $ 340.44 + Infinity % 1D 1D 5D 1M 3M 6M YTD 1Y 5Y 1D Line Candle Analyst Views on AVGO Wall Street analysts forecast AVGO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AVGO is 462.58 USD with a low forecast of 390.00 USD and a high forecast of 525.00 USD. However, analyst price targets are subjective and often ...
Source: CNBC AVGO $ 340.44 + Infinity % 1D 1D 5D 1M 3M 6M YTD 1Y 5Y 1D Line Candle Analyst Views on AVGO Wall Street analysts forecast AVGO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AVGO is 462.58 USD with a low forecast of 390.00 USD and a high forecast of 525.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals. 28 Analyst Rating Wall Street analysts forecast AVGO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AVGO is 462.58 USD with a low forecast of 390.00 USD and a high forecast of 525.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals. 27 Buy 1 Hold 0 Sell Strong Buy Current: 343.940 Low 390.00 Averages 462.58 High 525.00 Current: 343.940 Low 390.00 Averages 462.58 High 525.00 Wolfe Research Chris Caso Peer Perform -> Outperform upgrade $400 2026-01-30 Reason Wolfe Research Chris Caso Price Target $400 AI Analysis 2026-01-30 upgrade Peer Perform -> Outperform Reason Wolfe Research analyst Chris Caso upgraded Broadcom to Outperform from Peer Perform with a $400 price target. Channel checks suggest the company will ship 7mn tensor processing units by 2028, with other projects "creating optionality for numbers," the analyst tells investors in a research note. Wolfe's bull case for which Broadcom, which includes a doubling of its artificial intelligence revenue in 2027, yields $18 of earnings per share. Its price reflects 22-times this earnings power. "We can no longer ignore" Broadcom's growth and competitiveness in tensor processing units, says the firm. Jefferies Blayne Curtis Buy maintain $250 -> $275 2026...
Spurs were loudly booed after defeat at home by fellow strugglers Newcastle and West Ham in the past few weeks. Frank was also taunted by his own fans with chants of "you're getting sacked in the morning" during the loss to West Ham and the 2-2 draw at Burnley that followed. After being booed off at half-time while 2-0 down to Manchester City, Frank's side responded to draw 2-2 at Tottenham Hotspu...
Spurs were loudly booed after defeat at home by fellow strugglers Newcastle and West Ham in the past few weeks. Frank was also taunted by his own fans with chants of "you're getting sacked in the morning" during the loss to West Ham and the 2-2 draw at Burnley that followed. After being booed off at half-time while 2-0 down to Manchester City, Frank's side responded to draw 2-2 at Tottenham Hotspur Stadium. Captain Cristian Romero was critical of Tottenham's board after that result, calling it "disgraceful" that the club only had 11 fit senior players available against City. The Argentine then received a straight red card - his second of the season - against Manchester United on 7 February, who went on to win 2-0. Spurs won five, drew two and lost just one of their eight Champions League group stage matches - that defeat coming away to holders Paris St-Germain. However, their Premier League form has been largely poor since November, including a damaging 4-1 defeat by north London rivals Arsenal and a woeful 3-0 loss at relegation-threatened Nottingham Forest. Last month Frank said he felt trusted by the board but BBC Sport understands he was already under significant internal scrutiny and at least one member of the club's executive had raised the option of ending his reign. Tottenham took just 10 points at home in the league under Frank, but had a better away record, claiming 19 points from 13 matches on the road. Prior to joining Tottenham, Frank spent seven years in charge of the Brentford, guiding the Bees from the Championship to the Premier League in 2021. The 52-year-old's tenure at Spurs started with a Uefa Super Cup defeat on penalties to PSG, with Spurs having booked their place in the match courtesy of winning the Europa League under Australian Postecoglou last season. Tottenham beat Burnley, Manchester City and West Ham in their opening four league games, while also beating Villarreal in the Champions League. But they could not build on that start and Fra...
A fall in borrowing costs have made conditions ‘ideal’ for another Kenyan eurobond issuance, according to the nation’s Treasury Secretary John Mbadi . Kenya has been rearranging its eurobond maturity profile to spread out repayments, raising $3 billion last year to retire notes due in 2027 and 2028. While the redemption pipeline has improved, there’s still room for further so-called liability mana...
A fall in borrowing costs have made conditions ‘ideal’ for another Kenyan eurobond issuance, according to the nation’s Treasury Secretary John Mbadi . Kenya has been rearranging its eurobond maturity profile to spread out repayments, raising $3 billion last year to retire notes due in 2027 and 2028. While the redemption pipeline has improved, there’s still room for further so-called liability management operations to retire costly debt, Mbadi said. “The market looks good as we speak, and so it might be an ideal time to go to the market,” he told reporters in the capital, Nairobi, on Wednesday. The average premium investors demand to hold African dollar debt over US Treasuries has fallen to the lowest level in eight years, according to a JPMorgan Chase & Co. index , encouraging countries from Benin to Cameroon to tap the dollar-bond market. An International Monetary Fund team will visit later this month for talks on a new financing program for the $141 billion economy, Mbadi said. The Treasury hasn’t factored in any IMF disbursement for the current fiscal year and may also exclude such provisions when it drafts the 2026-27 budget, he said. The “IMF should be for struggling and small economies, not an economy of the size of Kenya,” he said. Kenya to Channel Eurobond Cash Into Budget, Rather Than Loans Kenya Plans to Refinance Eurobonds, Renegotiate Bank Loans Kenya Will Use Proceeds From New Eurobond to Re-Arrange Debt Treasury expects to announce a mini-budget in the coming week, which will increase overall spending to 4.5 trillion shillings ($34.9 billion), Mbadi said, about 5% more than its initial projections for the year ending June. Sign up here for the twice-weekly Next Africa newsletter, and subscribe to the Next Africa podcast on Apple , Spotify or anywhere you listen .