Advancing Industrial Automation with AMD AMD Watch the Webinar Introduction https://www.eettaiwan.com/tektronix-enroll/?utm_source=EETT&utm_medium=site&utm_campaign=index Industrial automation is key to achieving higher productivity at lower non-conformance cost. This translates to demand for higher performance, lower latency, converged connectivity, and calculable reliability at the edge. In this...
Advancing Industrial Automation with AMD AMD Watch the Webinar Introduction https://www.eettaiwan.com/tektronix-enroll/?utm_source=EETT&utm_medium=site&utm_campaign=index Industrial automation is key to achieving higher productivity at lower non-conformance cost. This translates to demand for higher performance, lower latency, converged connectivity, and calculable reliability at the edge. In this webinar, we’ll explore how AMD embedded processors, ranging from leadership-class Ryzen™ Embedded 9000 Series devices to cutting-edge FPGAs and adaptive SoCs, empower next-generation automation systems. You’ll learn how the newest AMD embedded technologies with integrated CPU, GPU, and NPU features, combine with adaptive devices to deliver real-time application processing, multi-sensor machine vision, AI-driven quality inspection, and deterministic control for smart automation , and robotics. We’ll also share the latest strategies for balancing power consumption, thermal management, and long product lifecycles to help ensure your automation platform remains future-ready for the factory of tomorrow.
Breitling AG ’s chief executive officer expects the US to cut tariffs on Swiss watches, underscoring his bullishness on the private equity-backed firm’s biggest market even as Washington keeps the industry guessing. “I am confident that we will solve the issue of 15% and that it will go lower,” Georges Kern said in an interview Monday at Breitling’s office in Zurich. The watch industry was jolted ...
Breitling AG ’s chief executive officer expects the US to cut tariffs on Swiss watches, underscoring his bullishness on the private equity-backed firm’s biggest market even as Washington keeps the industry guessing. “I am confident that we will solve the issue of 15% and that it will go lower,” Georges Kern said in an interview Monday at Breitling’s office in Zurich. The watch industry was jolted in July when President Donald Trump imposed tariffs of as much as 39% on imports from Switzerland — the highest rate applied to any developed economy. Watchmakers including Breitling, Swatch Group AG and Cartier-owner Richemont faced a major margin hit, and though the duties were later retroactively reduced to 15%, that is still well above historical levels. Kern has regularly argued the levy makes no sense given Swiss watchmakers do not compete with domestic production and that US consumers buy the products because they are made in Switzerland. “There is no American watch industry — we’re not taking away any jobs in the US,” Kern said, adding that Breitling raised prices 4% due to the levy. “I wish I could decrease prices as soon as the tariff will go down.” His comments come after Trump laid bare the chaotic nature of tariff talks. The president said at the World Economic Forum in Davos last week he set the original 39% levy because former Swiss President Karin Keller-Sutter “rubbed me the wrong way” during a phone call. “I reduced it because I don’t want to hurt people,” Trump said, before throwing in a typical warning. “That doesn’t mean it’s not going up.” Still, Kern said he remains upbeat. He pointed to recent comments by Keller-Sutter’s successor, Guy Parmelin, suggesting negotiations with the Trump administration are continuing behind the scenes to lower the tariff. Read More: Swiss Billionaires Pivotal in Wooing Trump Ahead of Tariff Deal Speaking to the Neue Zuercher Zeitung newspaper, Parmelin also said post-tariff data showed the US now enjoys a trade surplus w...
NicoElNino/iStock via Getty Images By Jan Frederik Slijkerman , Senior Sector Strategist, TMT 2% revenue growth does not suggest plain sailing for telcos The waters look calm in the telecom space. However, companies need to work hard to maintain their top-line growth, especially in markets with many operators. We see competition coming from new satellite services and new fibre operators, often com...
NicoElNino/iStock via Getty Images By Jan Frederik Slijkerman , Senior Sector Strategist, TMT 2% revenue growth does not suggest plain sailing for telcos The waters look calm in the telecom space. However, companies need to work hard to maintain their top-line growth, especially in markets with many operators. We see competition coming from new satellite services and new fibre operators, often competing on price. Also, in the business segment, we continue to see the impact of over-the-top services, like Teams and WhatsApp. Telecom companies have to step up their game to bring competitive packages to small and medium-sized businesses. KPN ( KKPNY ) offers a good example of a company that has renewed its SME offers. Our expectation for 2% top-line growth, therefore, comes from the sale of new services, like bigger bundles, higher speeds, or low-latency gaming packages, but also from some price increases. However, revenues will be held back by discounts to new customers and price pressures in the value segment. Furthermore, we expect Average Revenue Per User (ARPU) to remain relatively low in markets such as Italy and Spain. There is also a risk of lower ARPU in Belgium coming from the new entrant, Digi. A few companies, such as Altice France, will find it hard to maintain profitability, lowering the overall outlook. This profitability challenge for some operators is partly driven by a regulatory framework that fosters intense competition in certain countries, in our view. Expect 2% revenue growth Source: Companies, ING EBITDA to grow faster than revenues as costs can be cut Manual switchboards are long gone, and automation has steadily reduced operating costs for telecom operators ever since. We expect this trend to continue in 2026. Be it through the copper switch-off, network automation, or a more efficient customer service with the use of AI. Companies such as Telefonica ( TEF ) and BT ( BTGOF ) have announced reorganisation programmes, while Telia is working on on...
Dollar traders are paying the most on record to bet on a deeper selloff in the greenback as a volatile US political landscape triggers a rush into bearish hedges. The premium for short-dated options that profit from a weaker US currency has widened to the highest level since Bloomberg began compiling the data in 2011. The bearish sentiment isn’t confined to the front-end — investors are the most p...
Dollar traders are paying the most on record to bet on a deeper selloff in the greenback as a volatile US political landscape triggers a rush into bearish hedges. The premium for short-dated options that profit from a weaker US currency has widened to the highest level since Bloomberg began compiling the data in 2011. The bearish sentiment isn’t confined to the front-end — investors are the most pessimistic on the dollar’s long-term outlook since at least May 2025. While the Bloomberg Dollar Spot Index edged higher on Tuesday, its drop in the previous three days is the steepest since the US tariff turbulence in April last year. Should the losses resume, as options prices suggest, the currency could hit its weakest level in four years. “Unpredictable US politics is unambiguously dollar-negative,” said Jesper Fjarstedt , a senior analyst at Danske Bank A/S. “The developments over the past week have pushed markets to embed a renewed political risk premium.” Gold Rally Has Room to Run on Exodus From Dollars, Amundi Says The greenback is languishing at the bottom of the G-10 currency pile this year, pointing to a shift in the way investors view the traditional haven asset. It’s facing pressure from concern about rising US deficits, sanctions risks and trade frictions, as well as an accelerating diversification into gold and other reserve assets. There are heavy flows behind the move, not just sentiment. On Monday, trading volumes through the Depository Trust & Clearing Corporation hit the second highest on record, surpassed only by the selloff on April 3, 2025. On a four-day rolling average, market participation has reached an all-time high. And the positioning is heavily one-sided. Since Thursday, roughly two-thirds of options trades in the euro and the Australian dollar have been bets on further greenback weakness. Market anxiety is making itself felt in hedging costs: one-week dollar volatility has spiked to its highest since early September. Meanwhile, butterflies — ...
Inscription Capital LLC boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 7.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 52,494 shares of the information services provider's stock after buying an additional 3,743 shares during the quarter. Alphabet makes up 1.4% of Insc...
Inscription Capital LLC boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 7.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 52,494 shares of the information services provider's stock after buying an additional 3,743 shares during the quarter. Alphabet makes up 1.4% of Inscription Capital LLC's portfolio, making the stock its 10th largest position. Inscription Capital LLC's holdings in Alphabet were worth $12,785,000 as of its most recent filing with the Securities and Exchange Commission (SEC). A number of other hedge funds have also added to or reduced their stakes in the stock. Live Oak Investment Partners increased its position in shares of Alphabet by 0.7% during the third quarter. Live Oak Investment Partners now owns 10,679 shares of the information services provider's stock worth $2,601,000 after acquiring an additional 69 shares during the period. Americana Partners LLC grew its stake in Alphabet by 61.9% in the third quarter. Americana Partners LLC now owns 49,604 shares of the information services provider's stock worth $12,081,000 after purchasing an additional 18,956 shares in the last quarter. Root Financial Partners LLC increased its holdings in Alphabet by 22.8% during the 3rd quarter. Root Financial Partners LLC now owns 13,985 shares of the information services provider's stock worth $3,406,000 after purchasing an additional 2,594 shares during the period. QTR Family Wealth LLC raised its position in Alphabet by 4.4% during the 3rd quarter. QTR Family Wealth LLC now owns 22,255 shares of the information services provider's stock valued at $5,420,000 after purchasing an additional 945 shares in the last quarter. Finally, GKV Capital Management Co. Inc. lifted its holdings in shares of Alphabet by 3.3% in the 3rd quarter. GKV Capital Management Co. Inc. now owns 3,132 shares of the information services provider's stock worth $...
FengHe Fund Management Pte. Ltd. raised its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 43.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 222,500 shares of the computer hardware maker's stock after purchasing an additional 67,000 shares during the quarter. NVIDIA accounts for 3.8% of FengHe Fund Management Pte. Ltd.'s portfolio, making th...
FengHe Fund Management Pte. Ltd. raised its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 43.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 222,500 shares of the computer hardware maker's stock after purchasing an additional 67,000 shares during the quarter. NVIDIA accounts for 3.8% of FengHe Fund Management Pte. Ltd.'s portfolio, making the stock its 9th biggest position. FengHe Fund Management Pte. Ltd.'s holdings in NVIDIA were worth $41,514,000 as of its most recent filing with the SEC. Other institutional investors and hedge funds have also recently made changes to their positions in the company. Center for Financial Planning Inc. grew its holdings in shares of NVIDIA by 4.6% during the second quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker's stock valued at $1,332,000 after buying an additional 367 shares during the last quarter. Svenska Handelsbanken AB publ bought a new position in NVIDIA in the 3rd quarter valued at approximately $37,316,000. Atria Investments Inc boosted its stake in NVIDIA by 3.2% during the 2nd quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker's stock valued at $148,859,000 after purchasing an additional 29,479 shares during the last quarter. MADDEN SECURITIES Corp increased its holdings in shares of NVIDIA by 3.2% in the 2nd quarter. MADDEN SECURITIES Corp now owns 81,322 shares of the computer hardware maker's stock worth $12,848,000 after purchasing an additional 2,484 shares in the last quarter. Finally, Whalen Wealth Management Inc. increased its holdings in shares of NVIDIA by 20.3% in the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker's stock worth $6,808,000 after purchasing an additional 6,162 shares in the last quarter. Institutional investors own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up Analyst Ratings Changes NVDA has b...
Benjamin Edwards Inc. boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 353,683 shares of the software giant's stock after acquiring an additional 31,958 shares during the quarter. Microsoft accounts for about 2.1% of Benjamin Edwards Inc.'...
Benjamin Edwards Inc. boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 353,683 shares of the software giant's stock after acquiring an additional 31,958 shares during the quarter. Microsoft accounts for about 2.1% of Benjamin Edwards Inc.'s investment portfolio, making the stock its 2nd largest holding. Benjamin Edwards Inc.'s holdings in Microsoft were worth $183,252,000 as of its most recent SEC filing. Other large investors also recently made changes to their positions in the company. WFA Asset Management Corp raised its position in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. increased its stake in Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC increased its stake in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after acquiring an additional 2,138 shares during the period. Wealth Group Ltd. raised its holdings in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after acquiring an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC lifted its position in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after acquiring an additional 96 shares during the period. Institutional investors and hedge funds own 71.13% ...
Belpointe Asset Management LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 17.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 13,339 shares of the semiconductor company's stock after purchasing an additional 2,000 shares during the period. Belpointe Asset M...
Belpointe Asset Management LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 17.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 13,339 shares of the semiconductor company's stock after purchasing an additional 2,000 shares during the period. Belpointe Asset Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $3,726,000 as of its most recent filing with the Securities and Exchange Commission. Other hedge funds and other institutional investors have also recently modified their holdings of the company. Heartwood Wealth Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at approximately $32,000. Fairman Group LLC raised its position in Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company's stock worth $39,000 after acquiring an additional 89 shares in the last quarter. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing in the second quarter valued at $32,000. Mid American Wealth Advisory Group Inc. acquired a new stake in Taiwan Semiconductor Manufacturing in the second quarter valued at $33,000. Finally, Navigoe LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at about $42,000. Institutional investors and hedge funds own 16.51% of the company's stock. Get TSM alerts: Sign Up Analyst Upgrades and Downgrades TSM has been the subject of a number of research analyst reports. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Saturday, January 17th. Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an "overweight" rating in a research note on Friday, J...
Groesbeck Investment Management Corp NJ lowered its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 24.0% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,116 shares of the software giant's stock after selling 1,300 shares during the quarter. Microsoft accounts for approximately 4.2% of Groesbeck...
Groesbeck Investment Management Corp NJ lowered its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 24.0% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,116 shares of the software giant's stock after selling 1,300 shares during the quarter. Microsoft accounts for approximately 4.2% of Groesbeck Investment Management Corp NJ's portfolio, making the stock its 5th largest position. Groesbeck Investment Management Corp NJ's holdings in Microsoft were worth $2,132,000 as of its most recent SEC filing. Several other institutional investors and hedge funds have also bought and sold shares of MSFT. WFA Asset Management Corp grew its stake in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its position in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC lifted its holdings in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. lifted its holdings in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC grew its position in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after purchasing an additional 96 shares during the period. 71.13% of the ...
Coerente Capital Management lowered its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 110,443 shares of the software giant's stock after selling 7,941 shares during the quarter. Microsoft makes up approximately 10.2% of Coerente Capital Management's investment por...
Coerente Capital Management lowered its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 110,443 shares of the software giant's stock after selling 7,941 shares during the quarter. Microsoft makes up approximately 10.2% of Coerente Capital Management's investment portfolio, making the stock its 2nd largest position. Coerente Capital Management's holdings in Microsoft were worth $57,204,000 as of its most recent SEC filing. Other large investors have also recently bought and sold shares of the company. AlphaQuest LLC increased its holdings in Microsoft by 5.9% during the second quarter. AlphaQuest LLC now owns 342 shares of the software giant's stock worth $170,000 after buying an additional 19 shares during the last quarter. Seek First Inc. lifted its stake in Microsoft by 1.5% in the second quarter. Seek First Inc. now owns 1,358 shares of the software giant's stock valued at $675,000 after acquiring an additional 20 shares during the last quarter. Level Financial Advisors grew its position in shares of Microsoft by 0.8% in the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant's stock valued at $1,333,000 after acquiring an additional 20 shares during the period. Red Mountain Financial LLC increased its stake in shares of Microsoft by 0.7% during the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant's stock worth $1,373,000 after purchasing an additional 20 shares during the last quarter. Finally, Onyx Financial Advisors LLC raised its holdings in shares of Microsoft by 0.3% in the 2nd quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant's stock valued at $3,536,000 after purchasing an additional 20 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds. Get Microsoft alerts: Sign Up Insider Transact...
E Fund Management Hong Kong Co. Ltd. raised its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 774.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 24,659 shares of the iPhone maker's stock after acquiring an additional 21,840 shares during the period. Apple comprises 3.8% of E Fund Management ...
E Fund Management Hong Kong Co. Ltd. raised its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 774.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 24,659 shares of the iPhone maker's stock after acquiring an additional 21,840 shares during the period. Apple comprises 3.8% of E Fund Management Hong Kong Co. Ltd.'s holdings, making the stock its 7th biggest holding. E Fund Management Hong Kong Co. Ltd.'s holdings in Apple were worth $6,279,000 as of its most recent SEC filing. A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. Financial Futures Ltd Liability Co. increased its stake in shares of Apple by 13.2% in the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker's stock valued at $729,000 after buying an additional 415 shares during the period. Monarch Capital Management Inc. boosted its position in Apple by 4.6% during the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker's stock worth $13,740,000 after buying an additional 2,920 shares during the period. American National Bank & Trust grew its holdings in Apple by 2.4% during the 2nd quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker's stock worth $40,107,000 after acquiring an additional 4,543 shares during the last quarter. Riverwater Partners LLC increased its position in Apple by 17.9% in the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker's stock valued at $1,109,000 after acquiring an additional 819 shares during the period. Finally, Highland Capital Management LLC raised its stake in shares of Apple by 2.2% during the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker's stock valued at $101,301,000 after acquiring an additional 8,446 shares during t...