Workers manufacture components to fulfill orders on an automated production line in Changxing, Zhejiang province, on March 24, 2026. Photo: VCG In early 2026, China’s fixed-asset investment engineered a turnaround that caught many by surprise. Following seven months of stagnation, growth rebounded sharply in January and February, turning positive and rising 16.9 percentage points from December 202...
Workers manufacture components to fulfill orders on an automated production line in Changxing, Zhejiang province, on March 24, 2026. Photo: VCG In early 2026, China’s fixed-asset investment engineered a turnaround that caught many by surprise. Following seven months of stagnation, growth rebounded sharply in January and February, turning positive and rising 16.9 percentage points from December 2025. Adjusted for inflation, the actual investment growth rate jumped 16.2 percentage points to 4.4%. The critical question for global markets is whether this rare strong start is a statistical blip or the beginning of a sustained upward trajectory.
Getty Images Back in early January, I reiterated my buy rating on Credo Technology Group Holding Ltd ( CRDO ) for the third straight time. My bullishness was a result of growth being strong, margins seeing expansion, and a valuation that had also corrected. I viewed the risk/reward as compelling. However, as shown below, the stock has seen notable losses since then. Today, I will be providing an u...
Getty Images Back in early January, I reiterated my buy rating on Credo Technology Group Holding Ltd ( CRDO ) for the third straight time. My bullishness was a result of growth being strong, margins seeing expansion, and a valuation that had also corrected. I viewed the risk/reward as compelling. However, as shown below, the stock has seen notable losses since then. Today, I will be providing an updated analysis to see whether the bull thesis has been derailed or whether it's time for me to double down on my buy rating. Seeking Alpha In the analysis below, it is shown that Q3 financials remained robust. However, guidance for Q4 is slightly shaky and that raises some commoditization fears. That said, the main risk that investors are seemingly worrying about is the emergence of optical solutions. In this article, it is shown that the company has in fact turned this disruption risk into an opportunity and with the valuation having come down further since my previous update, I have decided to reiterate my buy rating on the stock. Growth Takes A Dip Data by YCharts We'll start today with a look at their top line numbers. For their FY2026 Q3 , Credo reported record revenues of $407 million, up 201.5% YoY. As shown above, this was the first significant growth slowdown we have seen in quite some time. While this can be a sign of slowing business momentum, a top line growth rate of over 200% is definitely not something investors should be complaining about. What we should take away from these numbers is the fact that business activity has stayed very strong as it seems that demand for Credo's connectivity solutions remains solid at this point. Lastly, they edged past analyst expectations as they beat by $15.42 million to show a decent amount of outperformance in third quarter. Margins Continue To Expand Seeking Alpha Beyond the top line numbers, it is encouraging to see that Credo's margins continue to head in the right direction. For non-GAAP gross margin there has been a r...
Speculation is rising that SpaceX, Elon Musk's space exploration company, will go public in the next few months in the biggest IPO ever. SpaceX plans to raise between $40 billion and $80 billion, far above the $25.6 billion Saudi Aramco raised in its 2019 public market debut. Furthermore, unlike other IPOs, where retail investor presentation can be as low as 5%, Musk and SpaceX are aggressively wo...
Speculation is rising that SpaceX, Elon Musk's space exploration company, will go public in the next few months in the biggest IPO ever. SpaceX plans to raise between $40 billion and $80 billion, far above the $25.6 billion Saudi Aramco raised in its 2019 public market debut. Furthermore, unlike other IPOs, where retail investor presentation can be as low as 5%, Musk and SpaceX are aggressively working to ensure that as much as 30% of the offering goes to small, everyday investors. SpaceX is even working with retail-facing platforms like E*TRADE and Morgan Stanley to ensure this happens. There's a very good reason Musk may want to ensure as many retail investors as possible participate in this IPO. If retail investors, especially those already holding shares in Musk's Tesla (NASDAQ: TSLA) decide to go "long and strong" on SpaceX stock as well, this could go a long way in enabling SpaceX to sustain, and add to, a multitrillion-dollar valuation. Continue reading
President says ‘little journey’ to Iran close to achieving US aims but offers few details on plan to wind down conflict Middle East crisis – live updates Donald Trump used a primetime address to the nation on Wednesday evening to declare the month-long war in Iran a success “nearing completion”, despite a spiraling conflict that has caused economic turmoil across the globe, fractured transatlantic...
President says ‘little journey’ to Iran close to achieving US aims but offers few details on plan to wind down conflict Middle East crisis – live updates Donald Trump used a primetime address to the nation on Wednesday evening to declare the month-long war in Iran a success “nearing completion”, despite a spiraling conflict that has caused economic turmoil across the globe, fractured transatlantic alliances and eroded the president’s approval ratings. In remarks from the White House, Trump argued that the US’s “little journey” to Iran had nearly accomplished “all of America’s military objectives”, but offered little clarity on how he planned to wind down the conflict over the next “two to three weeks”. Continue reading...
Singapore disposed of a 250-kilogram (551 pound) World War II-era aerial bomb at a construction site near Changi Airport early Thursday. The war relic was considered too dangerous to be moved, the police said in a statement on Wednesday night. The explosive is within the Changi East development area, where Changi Airport’s Terminal 5 is being built. Areas accessible to the public will not be affec...
Singapore disposed of a 250-kilogram (551 pound) World War II-era aerial bomb at a construction site near Changi Airport early Thursday. The war relic was considered too dangerous to be moved, the police said in a statement on Wednesday night. The explosive is within the Changi East development area, where Changi Airport’s Terminal 5 is being built. Areas accessible to the public will not be affected due to the disposal. The police said they worked with the city’s civil aviation authority, Changi Airport Group, the military and the civil defense force. In 2023, Singapore’s military successfully detonated a 100-kilogram wartime bomb at a construction site along Upper Bukit Timah Road. More than 4,000 residents were reportedly evacuated from their homes.