There aren't many companies that have the global reach that Coca-Cola does. It's impossible to overstate just how much Coca-Cola (KO +1.41%) dominates the worldwide market for soft drinks. It sells more than 200 different beverage varieties. Its products are available in over 200 countries and territories. And a whopping 2.2 billion servings of its drinks are consumed every single day. This is a g...
There aren't many companies that have the global reach that Coca-Cola does. It's impossible to overstate just how much Coca-Cola (KO +1.41%) dominates the worldwide market for soft drinks. It sells more than 200 different beverage varieties. Its products are available in over 200 countries and territories. And a whopping 2.2 billion servings of its drinks are consumed every single day. This is a giant in the industry. That's an indication of the strength of the company. Buy where will this beverage stock be in three years? Expect the business to keep up its steady gains Coca-Cola operates in the boring and mature world of soft drinks. Therefore, its business isn't undergoing rapid and unpredictable change. It's a steady performer that can add stability to investment portfolios. Three years from now, the company will look almost identical to the way it does today. The best part is that shareholders don't need to concern themselves with economic growth, interest rates, or geopolitical tensions. Demand for Coca-Cola products is durable. Wall Street consensus analyst estimates call for revenue to increase at a compound annual growth rate of 3.8% between 2024 and 2027. This is a reasonable outlook, in my opinion. And it's probably the pace that Coca-Cola will grow over the long term. The company's brand strength will shine The key to Coca-Cola's enduring success is its brand, which supports its economic moat. This is perhaps Warren Buffett's favorite quality, as he built up Berkshire Hathaway's portfolio to own numerous businesses with strong brands, including the beverage giant. Thanks to consistent product quality, global distribution, and effective marketing, Coca-Cola's brand dominates the market. And it drives pricing power. The business isn't selling markedly higher unit volumes over time. However, it can charge higher prices that don't curb demand. This leads to tremendous profits. Coca-Cola reported a stellar net profit margin of 30% in Q3 (ended Sept. 26). Capit...
HONG KONG — The United States and Taiwan reached a trade deal last Thursday that cuts tariffs on Taiwanese goods in exchange for $250 billion in new investments in the U.S. tech industry. The deal is the latest President Donald Trump has struck — such as those with the European Union and Japan — since he unveiled a sweeping tariff plan last April to address trade imbalances. Trump also has a one-y...
HONG KONG — The United States and Taiwan reached a trade deal last Thursday that cuts tariffs on Taiwanese goods in exchange for $250 billion in new investments in the U.S. tech industry. The deal is the latest President Donald Trump has struck — such as those with the European Union and Japan — since he unveiled a sweeping tariff plan last April to address trade imbalances. Trump also has a one-year trade truce with China to stabilize ties with the world’s second-largest economy. Trump initially set the tariff at 32% on Taiwanese goods but later changed it to 20%. The new agreement cuts the tariff rate to 15%, the same as levied on other U.S. trading partners in the Asia-Pacific region, such as Japan and South Korea. In a statement, the U.S. Department of Commerce said the deal with Taiwan would establish an “economic partnership” to create several “world-class” U.S.-based industrial parks to help build up domestic production. The department described it as “a historic trade deal that will drive a massive reshoring of America’s semiconductor sector.” The Taiwanese government affirmed key details in the deal in a statement, saying the “Taiwan model” will go to the U.S. and help expand the global competitiveness of the island’s technology industry while deepening strategic cooperation between the two nations. Taiwan’s executive branch said the island’s companies would specifically invest $250 billion in industries such as semiconductors, artificial intelligence applications and energy. In addition to cutting the tariffs on the island nation, the Commerce Department said it will exempt certain imports such as generic pharmaceuticals and aircraft components from Taiwan. One day before the deal was announced, Beijing, which claims Taiwan to be part of China, scoffed at it, calling the agreement “an economic plunder” by the U.S. on Taiwan. The deal came just when Taiwan-based TSMC, the world’s largest computer chipmaker, last Thursday announced plans to increase its capi...
General Motors Co. (NYSE:GM) will reportedly end production of its most affordable EV, the Chevrolet Bolt, as well as move Buick production out of China into Kansas. GM's Production Reshuffle The Detroit-based automaker will shift production of the Gas-powered Chevrolet Equinox and the upcoming Buick Envision away from Mexico and China, respectively, to its facility in Fairfax, Kansas, TechCrunch ...
General Motors Co. (NYSE:GM) will reportedly end production of its most affordable EV, the Chevrolet Bolt, as well as move Buick production out of China into Kansas. GM's Production Reshuffle The Detroit-based automaker will shift production of the Gas-powered Chevrolet Equinox and the upcoming Buick Envision away from Mexico and China, respectively, to its facility in Fairfax, Kansas, TechCrunch reported on Thursday. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share Sam Altman Says AI Will Transform the Economy — This Platform Lets Investors Back Private Tech Early GM didn't immediately respond to Benzinga's request for comment. The move could also mean an end to the production of the Chevrolet Bolt EV. which currently retails for $29,990. A spokesperson from GM cited in the report shared that there was buzz around the Bolt EV being a limited-run model. "We had also previously announced the gas-powered Equinox would be coming to Fairfax in mid 2027 after Bolt production ramps down," the statement said. See Also: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? GM's New HQ, Mary Barra's EV Promise The company recently moved into a new HQ in Detroit, marking an end to its time at the Renaissance Center, originally built by rival Ford Motor Co. (NYSE:F) in the 1970s. The new HQ would help facilitate better collaboration between teams within the automaker's ranks, it said. Meanwhile, CEO Mary Barra also reaffirmed the automaker’s commitment to EVs, despite laying off over 3,400 workers across multiple EV production facilities in the U.S. GM also took on a $6 billion charge related to EVs on top of the earlier reported $1.6 billion charge it took in its EV efforts. Read Next: Photo courtesy: Jonathan Weiss via Shutterstock UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strate...
Ukraine and Russia ended a second day of US-brokered talks in Abu Dhabi on Saturday without a deal but with more talks expected next weekend, even as overnight Russian air strikes knocked out power for over a million Ukrainians amid sub-zero winter cold. Statements after the conclusion of the talks did not indicate that any agreements had been reached, but Moscow and Kyiv both said they were open...
Ukraine and Russia ended a second day of US-brokered talks in Abu Dhabi on Saturday without a deal but with more talks expected next weekend, even as overnight Russian air strikes knocked out power for over a million Ukrainians amid sub-zero winter cold. Statements after the conclusion of the talks did not indicate that any agreements had been reached, but Moscow and Kyiv both said they were open to further dialogue. “The central focus of the discussions was the possible parameters for ending the war,” President Volodymyr Zelensky wrote on social media after the meeting. Advertisement More discussions were expected next Sunday in Abu Dhabi, said a US official who spoke to reporters immediately after the talks. “We saw a lot of respect in the room between the parties because they were really looking to find solutions,” said the official, speaking on condition of anonymity. “We got to real granular detail and [we feel] that next Sunday will be, God willing, another meeting where we push this deal towards its final culmination.” Jared Kushner (centre) speaks as he sits beside US Special Envoy Steve Witkoff (second from left) during talks between the US, Russia and Ukraine in Abu Dhabi on Saturday. Photo: UAE government via Reuters A UAE government spokesperson said there was face-to-face engagement between Ukraine and Russia – rare in the almost four-year-old war triggered by a full-scale Russian invasion – and negotiators tackled “outstanding elements” of Washington’s peace framework.
These two ETFs will help take your portfolio around the world, with each fund making longer pit stops in certain continents. Both the Vanguard FTSE Emerging Markets ETF (NYSEMKT:VWO) and SPDR Portfolio Developed World ex-US ETF (NYSEMKT:SPDW) are broad international equity ETFs, but their focus differs by continent. This comparison explores fees, returns, risk, and portfolio makeup to help investo...
These two ETFs will help take your portfolio around the world, with each fund making longer pit stops in certain continents. Both the Vanguard FTSE Emerging Markets ETF (NYSEMKT:VWO) and SPDR Portfolio Developed World ex-US ETF (NYSEMKT:SPDW) are broad international equity ETFs, but their focus differs by continent. This comparison explores fees, returns, risk, and portfolio makeup to help investors decide which best suits their goals. Snapshot (cost & size) Metric VWO SPDW Issuer Vanguard SPDR Expense ratio 0.07% 0.03% 1-yr return (as of Jan. 24, 2026) 28.53% 35.3% Dividend yield 2.64% 3.2% Beta 0.56 0.82 AUM $111.14 billion $35.1 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months. SPDW offers a lower expense ratio while maintaining a higher dividend yield and one-year return, giving it some advantages over VWO. Performance & risk comparison Metric VWO SPDW Max drawdown (5 y) -34.31% -30.20% Growth of $1,000 over 5 years $1,069 $1,321 What's inside The SPDR Portfolio Developed World ex-US ETF offers exposure to 2,413 companies across developed international markets, with financial services, industrials, and technology as its largest sectors. Its top holdings are Roche Holding AG (SIX:ROG.SW), Novartis AG (SIX:NOVN.SW), and Toyota Motor Corp (7203.T), each representing less than 2% of assets, which helps limit single-company risk. By contrast, VWO tilts toward emerging markets, with substantial stakes in technology, financial services, and consumer cyclical sectors. Its largest positions are Taiwan Semiconductor Manufacturing Company Ltd. (2330.TW), Tencent Holdings Ltd. (0700.HK), and Alibaba Group Holding Ltd. (9988.HK), with Taiwan Semiconductor alone making up over 10% of assets. This concentration may introduce greater volatility than SPDW’s broader diversification. What this means for investors With both ETFs holding little to no U...
Key Points Eli Lilly's oral GLP-1 candidate, orforglipron, won't earn approval as fast as the company expected. Meanwhile, a notable competitor is making headway in this market. Even with this setback, Eli Lilly should remain the leader in the weight loss space. 10 stocks we like better than Eli Lilly › Competition in the weight loss market is heating up. The two leaders, Eli Lilly (NYSE: LLY) and...
Key Points Eli Lilly's oral GLP-1 candidate, orforglipron, won't earn approval as fast as the company expected. Meanwhile, a notable competitor is making headway in this market. Even with this setback, Eli Lilly should remain the leader in the weight loss space. 10 stocks we like better than Eli Lilly › Competition in the weight loss market is heating up. The two leaders, Eli Lilly (NYSE: LLY) and Novo Nordisk (NYSE: NVO), have robust pipelines, with several candidates recently approved or expected to be approved soon. One of them for Eli Lilly is orforglipron, an oral GLP-1 medicine. Although orforglipron looks promising, it recently experienced a setback that sent Eli Lilly's shares down by about 4% in one day. Was the market's reaction justified? Let's find out. A longer review time After it aced phase 3 studies last year, Eli Lilly requested approval from the U.S. Food and Drug Administration (FDA) for orforglipron in December. The agency granted the medicine a new voucher that allows for a one- to two-month review time, much shorter than the usual 10 to 12 months. So, orforglipron should earn approval by the end of February, or that was the original plan. The FDA recently announced that it was extending the review time and now expects to decide on whether to approve orforglipron by April 10. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » There's one crucial reason why this matters. Novo Nordisk earned approval for the oral version of Wegovy in December and has already launched it. Oral GLP-1 drugs could reach patients who are harder to attract with the weight loss options that have been on the market for several years now, which are administered subcutaneously. Some dislike needles, and others, perhaps because they are constantly traveling, have issues accepting the cold storage requirements of subcutaneous injections. Oral pills address these problems. And now, Novo Nordisk...
Key Takeaways Bill Gates on Wednesday warned the AI industry will be "hypercompetitive," and that "a reasonable percentage" of today's pricey tech stocks will lose a lot of their value. Big Tech's huge data center investments fueled concerns about an AI bubble and weighed on tech stocks in November. Bill Gates has again warned AI investors that not everyone will be a winner, and the workforce disr...
Key Takeaways Bill Gates on Wednesday warned the AI industry will be "hypercompetitive," and that "a reasonable percentage" of today's pricey tech stocks will lose a lot of their value. Big Tech's huge data center investments fueled concerns about an AI bubble and weighed on tech stocks in November. Bill Gates has again warned AI investors that not everyone will be a winner, and the workforce disruption is coming faster than governments realize. Speaking at the World Economic Forum in Davos this week, the Microsoft (MSFT) cofounder warned that AI's impact on employment will be widespread within four to five years. "Over the next four to five years, the impact of AI will become clearly visible not only on white-collar jobs but also on blue-collar jobs," Gates said Tuesday. He added that governments aren't prepared and must take "serious steps" to address growing inequality. Last month, Gates cautioned that "a reasonable percentage" of today's pricey AI stocks can't justify their valuations. "Not all of these valuations will end up going up. Some of them will go down," Gates told CNBC. "It's going to be hyper-competitive." Gates' concerns come as the so-called hyperscalers—Microsoft, Alphabet (GOOG), Amazon (AMZN), Meta Platforms (META), and Oracle (ORCL)—spent $400 billion on infrastructure in 2025 and are set to spend a third more in 2026. Why This Is Important The AI boom has been the driving force behind the stock market rally for much of the past three years. But the rally has faltered in recent months due to lofty valuations and concerns that tech giants are overspending on AI. Meanwhile, worries about the potential for widespread job losses from AI have grown. Some investors worry the sheer size of those figures has encouraged speculation on Wall Street, causing some AI stocks to trade at eye-watering valuations. Software firm Palantir (PLTR) has a price-to-earnings ratio of more than 400, one of the highest in the S&P 500. Shares of chip designers Broadcom (AV...
Livingston will contact the Scottish FA to report Aberdeen over an alleged racial comment made to striker Jeremy Bokila. Following Livingston's 6-2 defeat by Aberdeen at Pittodrie on Saturday, manager David Martindale said 37-year-old Bokila was in tears in the changing room after a comment made to him on the pitch. It is understood the alleged comment was of a racial nature and came amid a second...
Livingston will contact the Scottish FA to report Aberdeen over an alleged racial comment made to striker Jeremy Bokila. Following Livingston's 6-2 defeat by Aberdeen at Pittodrie on Saturday, manager David Martindale said 37-year-old Bokila was in tears in the changing room after a comment made to him on the pitch. It is understood the alleged comment was of a racial nature and came amid a second-half melee that resulted in Bokila being sent off. BBC Scotland has approached Aberdeen for comment. After the match, Martindale said: "I've got a 37-year-old striker in there crying, so I'll need to go and try and get to the bottom of that one."
The streamer's stock price hit a 52-week low on Wednesday. Netflix (NFLX +3.09%) stock was down as much as 7% in pre-market trading and off roughly 4% on Wednesday to around $83.40 per share -- a 52-week low. The catalyst is the streamer's fourth-quarter earnings report, which many investors found disappointing. The Q4 results themselves were solid and beat analysts' estimates. Netflix posted reve...
The streamer's stock price hit a 52-week low on Wednesday. Netflix (NFLX +3.09%) stock was down as much as 7% in pre-market trading and off roughly 4% on Wednesday to around $83.40 per share -- a 52-week low. The catalyst is the streamer's fourth-quarter earnings report, which many investors found disappointing. The Q4 results themselves were solid and beat analysts' estimates. Netflix posted revenue of $12.05 billion -- up about 18% year over year. It topped estimates of $11.97 billion. Net income climbed 29% year over year to $2.4 billion, or $0.56 per share. This topped estimates of $0.55 per share. This concern was the outlook for 2026, which calls for revenue of $50.7 billion to $51.7 billion, or annual growth of 12% to 14%. That would be below the 16% revenue growth rate in 2025. There were also some concerns about subscriber growth. While subscribers grew 8% in 2025 to 325 million, the rate was below each of the past two years. With an expected doubling of ad revenue in 2026, many investors likely translated that to lower growth in memberships, given the lukewarm revenue projections. Warner Bros. deal: The reviews are in Another factor hanging over investors is the pending deal to buy Warner Bros. assets from Warner Bros. Discovery (NASDAQ: WBD). Netflix recently upped its offer to an all-cash deal for $27.75 per share. The total value, including taking on some Warner Bros. debt, is about $82.7 billion. Many investors are concerned about this potential acquisition. Since it was first announced in early December, Netflix stock has dropped about 23%. There are worries that Netflix is overpaying for Warner Bros., with the offer driven up by a hostile takeover bid by Paramount Skydance. In addition, many investors see potential risks with integration -- that is, successfully integrating properties like HBO Max and Warner Bros. film studios and theatrical releases into the Netflix ecosystem. There are also risks of Netflix losing focus on the successful business i...
Sundance film festival: Conversion therapy has gory results in a smart and surprisingly romantic debut feature from Australian writer-director Adrian Chiarella Something rather nasty is unfolding in Sundance horror Leviticus. If you asked the god-fearing residents of the isolated Australian town at its centre, they would say it’s the curse of homosexuality, quietly infecting the youth. If you aske...
Sundance film festival: Conversion therapy has gory results in a smart and surprisingly romantic debut feature from Australian writer-director Adrian Chiarella Something rather nasty is unfolding in Sundance horror Leviticus. If you asked the god-fearing residents of the isolated Australian town at its centre, they would say it’s the curse of homosexuality, quietly infecting the youth. If you asked the gay teens themselves, they would say it’s something far more horrifying. In writer-director Adrian Chiarella’s indelible debut feature, queer desire is not only a danger to one’s safety from the bigots that you live, work and pray with, but it’s also a supernatural affliction. We first see teens Naim (Joe Bird) and Ryan (Stacy Clausen) as they engage in a clandestine hang, that familiar dance of a play-fight leading into a kiss. For Naim, it’s a new world opening up, a reason to believe there might be something to be happy about in an otherwise dull new town with his warm yet clueless single mother (Mia Wasikowska). But when Naim sees Ryan engaging in a similar tryst with Hunter (Jeremy Blewitt), the son of the local preacher, he allows his heart to overrule his head and does something he’ll live to regret. Leviticus is screening at the Sundance film festival and is seeking distribution Continue reading...
Niall Ferguson: How Trump Won Davos Authored by Niall Ferguson via X, There is a rapidly forming narrative in the European and liberal media that the Europeans “won Davos” : primarily by getting Trump to “de-escalate” his demand that the United States acquire Greenland from Denmark. This is a very wrong take. The reality is that Trump won Davos, hands down. And not only did he win it; he owned it....
Niall Ferguson: How Trump Won Davos Authored by Niall Ferguson via X, There is a rapidly forming narrative in the European and liberal media that the Europeans “won Davos” : primarily by getting Trump to “de-escalate” his demand that the United States acquire Greenland from Denmark. This is a very wrong take. The reality is that Trump won Davos, hands down. And not only did he win it; he owned it. I have never before seen a single individual so completely dominate this vast bazaar of the powerful, the wealthy, the famous, and the self-important. Trump never seriously meant to annex Greenland or to impose new tariffs on the Europeans. Why would he when the U.S. already enjoys all the military access to the frigid island it could every possibly need? Fact: Trump means what he says on Truth Social only about half the time. Ten years ago, Europeans made the mistake of taking Trump neither seriously nor literally. Now they make the opposite mistake of treating him both seriously and literally. The reason Trump forced Greenland to be the No. 1 topic at Davos was to keep European leaders from meddling in America’s Middle Eastern and Eastern European policy. Why might Trump prefer the Europeans to be talking about Greenland instead of Iran or Ukraine? Because Europe would be bound to make its usual pleas for “de-escalation” with respect to Tehran. And because the Americans think it was the EU and UK who last year impeded progress Of course, this goes wholly counter to the Davos consensus, which is that wicked Trump has torn up the sacred liberal international order. But, as I never grow tired of reminding you, the Davos consensus is always wrong. Always. Read Niall's full essay here... Tyler Durden Sat, 01/24/2026 - 15:10
Key Points Sandisk's profits are skyrocketing, but investors can't be exactly sure how high profits will go or how long higher profitability can be sustained. Investors should accept the uncertainty of investing, understanding that holding one winner can more than offset mistakes. 10 stocks we like better than Sandisk › Don't look now, but Sandisk (NASDAQ: SNDK) is the hottest stock in the S&P 500...
Key Points Sandisk's profits are skyrocketing, but investors can't be exactly sure how high profits will go or how long higher profitability can be sustained. Investors should accept the uncertainty of investing, understanding that holding one winner can more than offset mistakes. 10 stocks we like better than Sandisk › Don't look now, but Sandisk (NASDAQ: SNDK) is the hottest stock in the S&P 500. Today's youth may be unaware that this company pioneered solid-state memory in the 1990s and went public over 30 years ago. It was later acquired in 2015 and spun out again in 2025 at just a $5 billion market cap. Roughly 30 years, and it was still only worth $5 billion. Three decades of going basically nowhere. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Sandisk is certainly going places now. It was included in the S&P 500 index after going public the most recent time, and it was the top-performing stock in the index in 2025. It's on pace to take the crown again in 2026, considering it's already more than doubled year to date, as of market close Jan. 21. Was Sandisk stock an obvious buy when it was spun off from Western Digital in February 2025? No, not necessarily. Is it an obvious sell now that it's doubled in value in less than one month? No. To the contrary, I believe Sandisk stock is simply a great reminder that investing is hard. What's so hard about investing in stocks? Warren Buffett championed the idea of intrinsic value -- what a company is actually worth. For Buffett, intrinsic value could be calculated only by estimating a business's future cash flows. Doing this calculation allows investors to buy stocks at prices below their intrinsic value, virtually guaranteeing success. Herein lies the challenge of investing: Nobody can predict the future. This makes it extremely hard to calculate future cash flows. And this is why nothing about Sandisk stock is obvious right now; ...
Competition in the weight loss market is heating up. The two leaders, Eli Lilly (NYSE: LLY) and Novo Nordisk (NYSE: NVO) , have robust pipelines, with several candidates recently approved or expected to be approved soon. One of them for Eli Lilly is orforglipron, an oral GLP-1 medicine. Although orforglipron looks promising, it recently experienced a setback that sent Eli Lilly's shares down by ab...
Competition in the weight loss market is heating up. The two leaders, Eli Lilly (NYSE: LLY) and Novo Nordisk (NYSE: NVO) , have robust pipelines, with several candidates recently approved or expected to be approved soon. One of them for Eli Lilly is orforglipron, an oral GLP-1 medicine. Although orforglipron looks promising, it recently experienced a setback that sent Eli Lilly's shares down by about 4% in one day. Was the market's reaction justified? Let's find out. After it aced phase 3 studies last year, Eli Lilly requested approval from the U.S. Food and Drug Administration (FDA) for orforglipron in December. The agency granted the medicine a new voucher that allows for a one- to two-month review time, much shorter than the usual 10 to 12 months. So, orforglipron should earn approval by the end of February, or that was the original plan. The FDA recently announced that it was extending the review time and now expects to decide on whether to approve orforglipron by April 10. Image source: Getty Images. Continue reading
Key Points Brookfield Asset Management shares are down about 15% since August, pumping up its dividend to well over 3%. Broad economic concerns rather than clear, company-specific challenges are the culprit for this weakness. Interested investors should only view this growth/income combo prospect through a long-term lens. 10 stocks we like better than Brookfield Asset Management › A good stock is ...
Key Points Brookfield Asset Management shares are down about 15% since August, pumping up its dividend to well over 3%. Broad economic concerns rather than clear, company-specific challenges are the culprit for this weakness. Interested investors should only view this growth/income combo prospect through a long-term lens. 10 stocks we like better than Brookfield Asset Management › A good stock is an even better buy when a pullback has lowered its price. A discounted price resulting from a dip, however, doesn't necessarily make a stock worth buying. That's the conundrum anybody eyeing a stake in Brookfield Asset Management (NYSE: BAM) right now is facing. The stock's slow and steady 15% slide from its August peak has pumped its fast-growing dividend's yield up to an attractive 3.4%. But the sell-off might not have run its full course yet. Broad market weakness could continue dragging BAM lower. What's an interested investor supposed to do? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Buy it anyway, while you can do so at any price near $50 (it recently traded at about $52). It's worth buying even if there's still more downside in store. What's Brookfield Asset Management? If the name rings a bell, there's a reason. Several publicly traded outfits that are part of the Brookfield family bear the same name, like Brookfield Infrastructure Partners, Brookfield Renewable Partners, Brookfield Business Partners, and a handful of other operating entities. Most of these outfits are limited partnerships serving as pass-through entities paired with a counterpart corporation. All of them pay comparable dividends, however. Just bear in mind that direct owners of the partnerships must deal with slightly more complicated tax rules. None of that really matters to Brookfield Asset Management shareholders though. The company simply manages all the Brookfield entities for a recurring fee, of course...
Intel (INTC) shares moved lower after the company reported fourth-quarter earnings, even though the chipmaker beat expectations. The market’s reaction reflects investor concern about management’s first-quarter outlook, which came in below consensus and highlighted near-term operational challenges. For Q4, Intel posted revenue of $13.7 billion, surpassing both Wall Street estimates and the company’...
Intel (INTC) shares moved lower after the company reported fourth-quarter earnings, even though the chipmaker beat expectations. The market’s reaction reflects investor concern about management’s first-quarter outlook, which came in below consensus and highlighted near-term operational challenges. For Q4, Intel posted revenue of $13.7 billion, surpassing both Wall Street estimates and the company’s own guidance. Growth was broad-based across the business, supported by continued investment in AI infrastructure. Demand for AI-enabled PCs, traditional server products, and networking solutions all rose at double-digit rates both sequentially and year-over-year (YOY), underscoring Intel’s improving competitive position in several key end markets. In addition, profitability presented stronger than expected. Intel reported adjusted earnings per share of $0.15, well above its guidance of $0.08 and ahead of analyst expectations. The upside was driven by higher revenue, improved gross margins, and ongoing cost discipline, signaling progress in management’s efforts to stabilize the business. Despite the solid quarterly performance, Intel’s near-term outlook weighed on the stock. In the second half of 2025, the company met strong customer demand by leveraging intra-quarter wafer production and existing inventory. However, as Intel enters 2026, that buffer has been largely exhausted. At the same time, a shift in wafer production toward server products that began in the third quarter will not fully flow through manufacturing until late in the first quarter of 2026. As a result, Intel expects supply constraints to be most pronounced in the first quarter, limiting its ability to fully capitalize on demand and pressuring near-term financial results. For the first quarter, Intel is guiding for revenue of $12.2 billion. Even at the midpoint of this range, the outlook falls short of Wall Street expectations of $12.6 billion, signaling a softer start to the year than investors had antic...
Intel (INTC) shares moved lower after the company reported fourth-quarter earnings, even though the chipmaker beat expectations. The market’s reaction reflects investor concern about management’s first-quarter outlook, which came in below consensus and highlighted near-term operational challenges. For Q4, Intel posted revenue of $13.7 billion, surpassing both Wall Street estimates and the company’...
Intel (INTC) shares moved lower after the company reported fourth-quarter earnings, even though the chipmaker beat expectations. The market’s reaction reflects investor concern about management’s first-quarter outlook, which came in below consensus and highlighted near-term operational challenges. For Q4, Intel posted revenue of $13.7 billion, surpassing both Wall Street estimates and the company’s own guidance. Growth was broad-based across the business, supported by continued investment in AI infrastructure. Demand for AI-enabled PCs, traditional server products, and networking solutions all rose at double-digit rates both sequentially and year-over-year (YOY), underscoring Intel’s improving competitive position in several key end markets. More News from Barchart In addition, profitability presented stronger than expected. Intel reported adjusted earnings per share of $0.15, well above its guidance of $0.08 and ahead of analyst expectations. The upside was driven by higher revenue, improved gross margins, and ongoing cost discipline, signaling progress in management’s efforts to stabilize the business. Despite the solid quarterly performance, Intel’s near-term outlook weighed on the stock. In the second half of 2025, the company met strong customer demand by leveraging intra-quarter wafer production and existing inventory. However, as Intel enters 2026, that buffer has been largely exhausted. At the same time, a shift in wafer production toward server products that began in the third quarter will not fully flow through manufacturing until late in the first quarter of 2026. As a result, Intel expects supply constraints to be most pronounced in the first quarter, limiting its ability to fully capitalize on demand and pressuring near-term financial results. For the first quarter, Intel is guiding for revenue of $12.2 billion. Even at the midpoint of this range, the outlook falls short of Wall Street expectations of $12.6 billion, signaling a softer start to the year ...
Derby victory was undeniably impressive but how will club assess caretaker manager’s suitability to permanent job? The problem Manchester United have – after 13 years and seven managers of failure – is that for whatever action they take now, there is a bad precedent. Keep Michael Carrick on, and it’s just another Ole Gunnar Solskjær situation. But replace him and, for almost whoever they appoint –...
Derby victory was undeniably impressive but how will club assess caretaker manager’s suitability to permanent job? The problem Manchester United have – after 13 years and seven managers of failure – is that for whatever action they take now, there is a bad precedent. Keep Michael Carrick on, and it’s just another Ole Gunnar Solskjær situation. But replace him and, for almost whoever they appoint – be it a Premier League veteran, foreign maestro, renowned past-his-best winner, Red Bull-adjacent gegenpresser , austere Dutchman or Portuguese ideologue – they have done it before and it hasn’t worked. It’s almost like the biggest problem at the club isn’t the manager. Carrick’s start was undeniably impressive . There was pace and zip and creativity. The relief of players being released from the 3-4-2-1 was akin to one of those videos of cows being allowed back into the pasture after being kept in a barn over the winter. Who could possibly have predicted that Amad Diallo would excel as a right-sided forward, or that Bruno Fernandes might thrive as a No 10? United didn’t just beat Manchester City 2-0; they hammered them. Continue reading...
There were times at this week’s meeting of the World Economic Forum when Davos seemed transformed into a high-powered tech conference, with on-stage appearances by Tesla CEO Elon Musk, Nvidia CEO Jensen Huang, Anthropic CEO Dario Amodei, Microsoft CEO Satya Nadella, and even more industry executives. The big topic, unsurprisingly, was AI, with CEOs laying a vision for the technology’s transformati...
There were times at this week’s meeting of the World Economic Forum when Davos seemed transformed into a high-powered tech conference, with on-stage appearances by Tesla CEO Elon Musk, Nvidia CEO Jensen Huang, Anthropic CEO Dario Amodei, Microsoft CEO Satya Nadella, and even more industry executives. The big topic, unsurprisingly, was AI, with CEOs laying a vision for the technology’s transformative potential while also acknowledging ongoing concerns that they’re inflating a massive bubble. Amidst all that big-picture prognostication, they also found time to take swipes at their competitors, and even at their ostensible partners. On the latest episode of TechCrunch’s Equity podcast, I discussed all things Davos with TechCrunch’s Kirsten Korosec and Sean O’Kane. Kirsten noted that the conference seemed transformed from past years, with tech companies like Meta and Salesforce taking over the main promenade, while important topics like climate change failed to draw crowds. And Sean said that even if AI execs weren’t quite “panhandling for usage and more customers,” it could sometimes feel that way. Read a preview of our full conversation, edited for length and clarity, below. Kirsten: Some of the discussions around, let’s say, climate change or poverty and big global problems, [are] not really attracting the crowds. Meanwhile, on the main promenade in Davos, Switzerland, some of the biggest storefronts have been converted and taken over by companies like Meta and Salesforce, Tata, also a lot of Middle East countries. And I think the largest was the USA House, which was sponsored by McKinsey and Microsoft. It really felt visually different. And then Elon Musk being there — Sean, you and I both listened to it. There wasn’t a lot of there there, but I will say that it was interesting that he showed up, because in the past he has avoided Davos. Techcrunch event Disrupt 2026 Tickets: One-time offer Tickets are live! Save up to $680 while these rates last, and be among the f...
There were times at this week’s meeting of the World Economic Forum when Davos seemed transformed into a high-powered tech conference, with on-stage appearances by Tesla CEO Elon Musk, Nvidia CEO Jensen Huang, Anthropic CEO Dario Amodei, Microsoft CEO Satya Nadella, and even more industry executives. The big topic, unsurprisingly, was AI, with CEOs laying a vision for the technology’s transformati...
There were times at this week’s meeting of the World Economic Forum when Davos seemed transformed into a high-powered tech conference, with on-stage appearances by Tesla CEO Elon Musk, Nvidia CEO Jensen Huang, Anthropic CEO Dario Amodei, Microsoft CEO Satya Nadella, and even more industry executives. The big topic, unsurprisingly, was AI, with CEOs laying a vision for the technology’s transformative potential while also acknowledging ongoing concerns that they’re inflating a massive bubble. Amidst all that big-picture prognostication, they also found time to take swipes at their competitors, and even at their ostensible partners. On the latest episode of TechCrunch’s Equity podcast, I discussed all things Davos with TechCrunch’s Kirsten Korosec and Sean O’Kane. Kirsten noted that the conference seemed transformed from past years, with tech companies like Meta and Salesforce taking over the main promenade, while important topics like climate change failed to draw crowds. And Sean said that even if AI execs weren’t quite “panhandling for usage and more customers,” it could sometimes feel that way. Read a preview of our full conversation, edited for length and clarity, below. Kirsten: Some of the discussions around, let’s say, climate change or poverty and big global problems, [are] not really attracting the crowds. Meanwhile, on the main promenade in Davos, Switzerland, some of the biggest storefronts have been converted and taken over by companies like Meta and Salesforce, Tata, also a lot of Middle East countries. And I think the largest was the USA House, which was sponsored by McKinsey and Microsoft. It really felt visually different. And then Elon Musk being there — Sean, you and I both listened to it. There wasn’t a lot of there there, but I will say that it was interesting that he showed up, because in the past he has avoided Davos. Anthony: We were trying to pull out the tech content of Davos, [and] there are absolutely things that worth highlighting here, but...
Some of the best performing US debt in the first weeks of this year is the lowest rated, implying that corporate defaults are low on the list of investor fears now. Debt rated in the CCC tier, the lowest ratings that commonly trade in the US, gained 1.15% this year through Thursday’s close on a total return basis. That’s better than just about every other kind of US debt, including other types of ...
Some of the best performing US debt in the first weeks of this year is the lowest rated, implying that corporate defaults are low on the list of investor fears now. Debt rated in the CCC tier, the lowest ratings that commonly trade in the US, gained 1.15% this year through Thursday’s close on a total return basis. That’s better than just about every other kind of US debt, including other types of junk bonds. Treasuries are down about 0.2%, according to Bloomberg index data. Some of the demand may be bargain hunting. According to Barclays, CCC debt is cheap by historical standards, based on the ratio of risk premiums for the bonds to the tier just above, in the B range. CCC outperformance this year comes after the bonds lagged other kinds of junk debt in 2025, gaining 8.3% last year while BB notes, for example, gained 8.9%. “We believe the outperformance is because of market valuations,” said Sean Feeley , a high-yield portfolio manager at Barings. “The underlying economy is strong.” The performance of the CCC part of the junk market is particularly important for junk bond investors, because it has an outsized impact on overall returns. According to Barclays, CCC notes account for about 12% of the high-yield index’s market value, but about a quarter of the spreads for the index. “If you don’t invest in any CCCs you are going to get left behind,” said Michael Levitin, portfolio manager at MidOcean Partners. The returns are coming at a time of growing disquiet in bond markets. Yields rose around much of the world this week, hurt by US President Donald Trump’s rhetoric about taking over Greenland, which threatens to undermine the world political order, and a tax cut pledge from Japanese Prime Minister Sanae Takaichi that tanked the country’s government bonds. Even before the events of this week, US bonds had broadly been showing signs of pressure. The 10-year US Treasury yield has risen about 0.25 percentage point since late November, amid concerns that the Federal Rese...