Sterling sales figures for the first three months will provide much-need reassurance to investors that demand for high-end chips for use in AI compute is still robust
Sterling sales figures for the first three months will provide much-need reassurance to investors that demand for high-end chips for use in AI compute is still robust
Gold is likely to rebound in the long-term even as the Middle East war upended the market, according to banks including ANZ Banking Group Ltd. and Goldman Sachs Group Inc. Resilient demand from central banks, continued geopolitical uncertainty, expectations for Federal Reserve rate cuts and a diversification away from dollar-denominated assets are all reasons for long term optimism, according to a...
Gold is likely to rebound in the long-term even as the Middle East war upended the market, according to banks including ANZ Banking Group Ltd. and Goldman Sachs Group Inc. Resilient demand from central banks, continued geopolitical uncertainty, expectations for Federal Reserve rate cuts and a diversification away from dollar-denominated assets are all reasons for long term optimism, according to analysts across institutions. Gold has fallen nearly 10%, from a January record of more than $5,500 an ounce, since the Middle East war began in February. Rising Treasury yields and a stronger dollar, alongside volatility tied to the conflict, prompted some investors to raise cash. But analysts expect prices to eventually recover, “as the macroeconomic mix of growth and inflation deteriorate, paving the way for central banks to resume rate cuts,” ANZ analysts Soni Kumari and Daniel Hynes wrote in a note Friday. ANZ maintained its outlook, forecasting bullion to hit $5,800 an ounce by year-end. Read More: China Ramps Up Gold Buying as Middle East War Dents Prices Central bank purchases are also expected to remain a key pillar of support, with official buying seen at around 850 tons in 2026, ANZ analysts wrote. ANZ’s bullish stance follows similar calls by Goldman Sachs and RBC Capital Markets Corporation earlier in March. Goldman retained its forecast of $5,400 an ounce, citing continued central bank purchases and expectations for 50 basis points of rate cuts by Federal Reserve this year. Bullion still faces “tactical downside risks” in the short term if disruptions in the Strait of Hormuz persist, Goldman Sachs analysts Lina Thomas and Daan Struyven wrote in the note on March 31. However, the bank said a prolonged conflict could accelerate diversification away from traditional Western assets, supporting prices in the long-term. Spot gold was trading near $4747.94 an ounce at 11:04 a.m. London time.
ogichobanov/iStock via Getty Images ChipMOS Technologies ( IMOS ) reported a sharp 25.4% Y/Y increase in Q1 revenue , reaching NT$6,935.6 million or US $216.4 million, due to ongoing demand for high-value memory solutions, particularly in data center and AI applications, benefiting from an AI-related demand/supply imbalance. In March 2026, revenue reached NT$2,501.6 million or US$78.1 million, a 1...
ogichobanov/iStock via Getty Images ChipMOS Technologies ( IMOS ) reported a sharp 25.4% Y/Y increase in Q1 revenue , reaching NT$6,935.6 million or US $216.4 million, due to ongoing demand for high-value memory solutions, particularly in data center and AI applications, benefiting from an AI-related demand/supply imbalance. In March 2026, revenue reached NT$2,501.6 million or US$78.1 million, a 16.7% increase from February 2026 and 23.1% from March 2025. More on ChipMOS ChipMOS Technologies: AI Memory Tailwinds Offset By Serious Macro Risks ChipMOS GAAP EPADS of $0.46, revenue of $207.9M misses by $0.93M ChipMOS reports 31.2% year-over-year jump in January revenue Historical earnings data for ChipMOS Dividend scorecard for ChipMOS
Everyday Iranians are awaiting planned negotiations between Washington and Tehran with a mixture of scepticism and outright fear, caught between a government they say does not understand peace and an American president who has threatened to destroy “a whole civilisation”. Talks between the United States and Iran and hosted by Pakistan were hanging in the balance on Friday, but if they go ahead the...
Everyday Iranians are awaiting planned negotiations between Washington and Tehran with a mixture of scepticism and outright fear, caught between a government they say does not understand peace and an American president who has threatened to destroy “a whole civilisation”. Talks between the United States and Iran and hosted by Pakistan were hanging in the balance on Friday, but if they go ahead they could transform a temporary ceasefire in the US-Israeli campaign against the Islamic Republic into...
BEIJING, China, April 10, 2026 (GLOBE NEWSWIRE) -- Li Auto Inc. (“Li Auto” or the “Company”) (Nasdaq: LI; HKEX: 2015), a leader in China’s new energy vehicle market, today announced that it filed its annual report on Form 20-F for the fiscal year ended December 31, 2025 with the Securities and Exchange Commission on April 10, 2026. The annual report can be accessed on the Company’s investor relati...
BEIJING, China, April 10, 2026 (GLOBE NEWSWIRE) -- Li Auto Inc. (“Li Auto” or the “Company”) (Nasdaq: LI; HKEX: 2015), a leader in China’s new energy vehicle market, today announced that it filed its annual report on Form 20-F for the fiscal year ended December 31, 2025 with the Securities and Exchange Commission on April 10, 2026. The annual report can be accessed on the Company’s investor relations website at https://ir.lixiang.com. The Company will provide a hard copy of its annual report con
Lotus Technology press release ( LOT ): Q4 GAAP EPS of -$0.14 beats by $0.02 . Revenue of $163.34M (-39.8% Y/Y) beats by $9.48M . More on Lotus Technology Seeking Alpha’s Quant Rating on Lotus Technology Historical earnings data for Lotus Technology Financial information for Lotus Technology
Lotus Technology press release ( LOT ): Q4 GAAP EPS of -$0.14 beats by $0.02 . Revenue of $163.34M (-39.8% Y/Y) beats by $9.48M . More on Lotus Technology Seeking Alpha’s Quant Rating on Lotus Technology Historical earnings data for Lotus Technology Financial information for Lotus Technology
VV Shots BNP Paribas highlighted Copilot upgrades and Azure catalysts, among other things, as key potential tailwinds for Microsoft's ( MSFT ) stock. The analysts hosted an investor call to discuss investor fears about Microsoft and potential catalysts that could get the stock back on track. Analyst Stefan Slowinski said that Microsoft's Copilot code red, led by CEO Satya Nadella, may deliver impr...
VV Shots BNP Paribas highlighted Copilot upgrades and Azure catalysts, among other things, as key potential tailwinds for Microsoft's ( MSFT ) stock. The analysts hosted an investor call to discuss investor fears about Microsoft and potential catalysts that could get the stock back on track. Analyst Stefan Slowinski said that Microsoft's Copilot code red, led by CEO Satya Nadella, may deliver improved performance and user experience, starting with the May 1 launch of the E7 suite, with other functionality rolling out throughout the year, such as Agent Mode, Copilot Cowork, Critique, Council, and Agent 365. The analyst added that product feedback is already improving, and they believe further improved Copilot perception may put investors at ease. "The 'SaaS Smash' has not spared Microsoft, which is the largest SaaS vendor, mainly through its 365 Commercial Cloud products. Investors remain frustrated that Microsoft has not demonstrated more traction with its Copilot offering, potentially leaving an open lane for Anthropic and its Cowork product to steal future growth," said Slowinski. The analyst estimates that about 30% of new capacity last quarter was allocated to internal uses, namely first-party apps (like Copilot) and the company's own large language model, or LLM, development. Slowinski added that investors fear Microsoft is getting pulled into a superintelligence battle with its own partner, OpenAI ( OPENAI ), and Anthropic ( ANTHRO ), Meta ( META ), and others, with Azure share being the casualty. "We believe that Microsoft can still beat consensus Azure expectations over the coming quarters, even if 50% of new capacity is allocated internally. We also outline how exploding token usage and higher GPU rental prices may drive Azure pricing higher," said Slowinski. In addition, the analyst noted that Microsoft may be able to find the right balance of capital expenditure, or capex, free cash flow growth, and AI monetization Slowinski said that with Microsoft lever...
gorodenkoff/iStock via Getty Images My Investment Thesis Interactive Brokers ( IBKR ) is, in my opinion, one of the highest-quality platforms in global electronic brokerage. It has an unusually scalable, automation-first operating model and a revenue mix that benefits when client assets and interest-bearing accounts expand. The fundamentals have been strong . In 2025, net revenues were $6.205 bill...
gorodenkoff/iStock via Getty Images My Investment Thesis Interactive Brokers ( IBKR ) is, in my opinion, one of the highest-quality platforms in global electronic brokerage. It has an unusually scalable, automation-first operating model and a revenue mix that benefits when client assets and interest-bearing accounts expand. The fundamentals have been strong . In 2025, net revenues were $6.205 billion, with income before taxes of $4.771 billion (a ~77% pre-tax margin) and net income available to common stockholders of $984 million (approx. $2.22 diluted EPS). Recent developments worth noting: The company announced expanded crypto portfolio transfer capabilities (a small but directionally important piece of product completeness for multi-asset “all-in-one” brokerage) Also, IBKR’s inclusion in the S&P 500 (effective August 28, 2025, per index announcement) likely improved liquidity and structurally increased passive ownership demand My valuation analysis leads me to a fair value that is below the current share price; an uptrend in price is still compelling if growth and rates cooperate, but the bear scenario could become real if rates fall and/or markets de-risk. In conclusion, even though the company can seem overvalued, my rating is a Hold, given the high quality of its business and competitive advantages. I currently hold IBKR in my portfolio, and I’ll wait for further drops in price to increase my position. Company Snapshot Interactive Brokers is not a typical consumer brokerage. In my opinion, it is better understood as a scaled financial infrastructure platform wrapped in a broker interface. IBKR operates in more than 170 market centers, supports 29 currencies, and serves clients in more than 40 countries. The company specializes in routing orders and executing and processing trades in basically all available asset classes and derivative products (e.g., stocks, bonds, commodities, options, futures, etc.) for different types of clients (hedge and mutual funds, ETF...