MicroStockHub/iStock via Getty Images Thesis Summary Microsoft Corporation ( MSFT ) is down a whopping 25% YTD and has even broken below its 200-week EMA. I believe the stock is now a value investor's dream. Indeed, this now squarely fits into the criteria once laid out by legendary investor Charlie Munger. If all you ever did was buy high-quality stocks on the 200-week moving average, you would b...
MicroStockHub/iStock via Getty Images Thesis Summary Microsoft Corporation ( MSFT ) is down a whopping 25% YTD and has even broken below its 200-week EMA. I believe the stock is now a value investor's dream. Indeed, this now squarely fits into the criteria once laid out by legendary investor Charlie Munger. If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. Source: Charlie Munger . The only point of contention here would be whether Microsoft is still a quality company in the face of the AI threat. I explain below why Microsoft remains one of the best companies to own worldwide, making this an incredible buying opportunity. Microsoft Broke The 200-Week MA Microsoft has now broken below the infamous 200-week EMA. MSFT Chart (TrendSpider) Even in the depths of the 2022 bear market, this level was respected, and yet here we are today. While many would argue this is a bearish sign, and indeed, technical momentum is to the downside, the 200-week EMA should be seen as a reference point, not a make-or-break level. Proof of this, for example, can be found below. Historic Breaks of 200 day MA (X) This study looks at the performance of the S&P 500 ( SP500 ) after a break of the 200-day EMA, showing 1-year returns are actually well above the normal average. Yes, the break of the 200-week EMA in MSFT isn’t bullish, but note that we also have strong volume support below at $320. Ultimately, the question now is whether MSFT is a quality company now trading at a good price. Is Microsoft Still A High Quality Stock? What is quality when it comes to a business? Obviously, growth and profitability are the first places to look, but more important are perhaps things like market dominance, moat, and pricing power. Let’s break down Microsoft below. Growth With Compounding Structure Microsoft's revenue crossed $300 billion in 2025, growing at approximately 15% year-over-year. Revenue History (companiesmarke...
LTC Properties ( LTC ) declares $0.19/share monthly dividend , in line with previous. Forward yield 6.13% Payable April 30; for shareholders of record April 22; ex-div April 22. Payable May 29; for shareholders of record May 21; ex-div May 21. Payable June 30; for shareholders of record June 22; ex-div June 22. See LTC Dividend Scorecard, Yield Chart, & Dividend Growth. More on LTC Properties LTC ...
LTC Properties ( LTC ) declares $0.19/share monthly dividend , in line with previous. Forward yield 6.13% Payable April 30; for shareholders of record April 22; ex-div April 22. Payable May 29; for shareholders of record May 21; ex-div May 21. Payable June 30; for shareholders of record June 22; ex-div June 22. See LTC Dividend Scorecard, Yield Chart, & Dividend Growth. More on LTC Properties LTC Properties: Fairly Valued After Rally Given The SHOP Transition Risks LTC Properties, Inc. (LTC) Q4 2025 Earnings Call Transcript LTC Properties: Growth Plan Comes With Risks LTC Properties targets $600M SHOP acquisitions for 2026 with 14% NOI growth guidance LTC Properties trades lower after Q1 2026 earnings guidance trails consensus
Justices weigh constitutionality of bid to end birthright citizenship in case that could affect legal status of hundreds of thousands of US babies US supreme court weighs whether Trump can deny birthright citizenship Sign up for the Breaking News US email We’re starting to get pictures from outside the US supreme court ahead of oral arguments in Trump v Barbara, which will decide if the administra...
Justices weigh constitutionality of bid to end birthright citizenship in case that could affect legal status of hundreds of thousands of US babies US supreme court weighs whether Trump can deny birthright citizenship Sign up for the Breaking News US email We’re starting to get pictures from outside the US supreme court ahead of oral arguments in Trump v Barbara, which will decide if the administration’s attempts to restrict birthright citizenship are unconstitutional. Donald Trump has just arrived, and plans to listen to arguments at the court – the first time a sitting president has attended arguments. Continue reading...
alexsl Wall Street’s major indexes advanced on Wednesday, extending recent gains amid optimism over a potential resolution to the Iran conflict. Out in front is the tech-focused Nasdaq Composite ( COMP:IND ) as it was last +0.9%. At the same time, the benchmark S&P 500 ( SP500 ) was +0.6%, and the blue-chip Dow ( DJI ) was +0.6%. On a sector-by-sector basis, nine of the 11 S&P segments are in the ...
alexsl Wall Street’s major indexes advanced on Wednesday, extending recent gains amid optimism over a potential resolution to the Iran conflict. Out in front is the tech-focused Nasdaq Composite ( COMP:IND ) as it was last +0.9%. At the same time, the benchmark S&P 500 ( SP500 ) was +0.6%, and the blue-chip Dow ( DJI ) was +0.6%. On a sector-by-sector basis, nine of the 11 S&P segments are in the green, with industrials at the top. At the other end of the spectrum, energy has been the weakest space. President Donald Trump will deliver a prime-time address on Wednesday at 9 p.m. Washington, time to provide an update on the war in Iran , White House Press Secretary Karoline Leavitt said. Treasury yields were mostly muted across the curve. The 10-year Treasury yield ( US10Y ) rose 1 basis point to 4.32%, while the 2-year yield ( US2Y ) inched up 2 basis points to 3.80%. The 30-year yield ( US30Y ) was near flat at 4.91%. On the economic calendar, the U.S. private sector added 62K jobs in March, more than expected, according to the ADP jobs report. Furthermore, retail sales increased more than expected in February. As for stocks that were on the move, Western Digital Corporation ( WDC ) climbed +9.4%, while shares of Nike ( NKE ) dropped -12.8%. More on markets Cathie Wood’s ARK ETFs add OpenAI exposure as ChatGPT boom grows Countdown to Trump’s address to the nation: What will he say? Treasury yields surge in March, posting the biggest monthly jump since 2024 Wells Fargo lowers its year-end S&P 500 target from 7,800 to 7,300 S&P 500 is on pace for its worst month since 2022 as broad selloff deepens
Alones Creative Iranian Foreign Minister Abbas Araghchi said that the future of the Strait of Hormuz will be decided jointly by Iran and Oman after the current war ends. In an interview with Al Jazeera broadcast, Araghchi stated that external powers would have no role in post-war arrangements for the critical shipping lane. “What arrangements will be considered after the war is a matter related to...
Alones Creative Iranian Foreign Minister Abbas Araghchi said that the future of the Strait of Hormuz will be decided jointly by Iran and Oman after the current war ends. In an interview with Al Jazeera broadcast, Araghchi stated that external powers would have no role in post-war arrangements for the critical shipping lane. “What arrangements will be considered after the war is a matter related to Iran and Oman,” he said. The remarks come one month into the conflict between Iran, Israel, and the U.S., which began with Israeli and U.S. airstrikes on Iranian targets on Feb. 28. Since hostilities erupted, Iran has exerted greater control over the strait, which handles roughly 20% of global seaborne traded oil and significant volumes of liquefied natural gas. “From our point of view, the strait is currently open and is closed only to those who are at war with Iran,” Araghchi clarified. Araghchi said that vessels from nations not involved in the conflict have continued to pass through, with many engaging directly with Iranian authorities to arrange safe transit. Iran has been imposing significant fees, reportedly up to $2M per tanker in some cases, for safe passage, with payments often coordinated in non-U.S. dollar currencies such as Chinese yuan. Several Chinese and Hong Kong-flagged tankers initially turned back in late March after warnings from Iran’s Islamic Revolutionary Guard Corps before later securing passage through direct negotiations. Lastly, Araghchi described the strait’s potential future role as a “waterway of peace” once the conflict ends. More on war in Iran Pentagon expands missile supply chain with plan to triple Patriot seeker output U.S. will consider Iran ceasefire once Hormuz opens, Trump says Countdown to Trump’s address to the nation: What will he say? Iran threatens attacks on Nvidia, Apple and other tech majors: report Trump to address nation Wednesday on Iran as U.S. signals exit
Lattice’s extreme valuation looks alarming, but strong growth, earnings beats, and bullish analysts suggest the market is willing to look past it—for now.
Lattice’s extreme valuation looks alarming, but strong growth, earnings beats, and bullish analysts suggest the market is willing to look past it—for now.
For Dubai-based billionaire Gediminas Ziemelis the aviation industry is experiencing a sense of deja-vu amid the Middle East conflict: grounded planes, plummeting demand and no clear sense of when it might all be over. During the Covid pandemic six years ago, when a global shutdown hit demand for planes on short-term lease from his Avia Solutions Group, he shifted to air cargo to keep afloat. Now,...
For Dubai-based billionaire Gediminas Ziemelis the aviation industry is experiencing a sense of deja-vu amid the Middle East conflict: grounded planes, plummeting demand and no clear sense of when it might all be over. During the Covid pandemic six years ago, when a global shutdown hit demand for planes on short-term lease from his Avia Solutions Group, he shifted to air cargo to keep afloat. Now, he plans to move a significant part of Avia’s 145 jets from Europe to Asia and Brazil as the Iran war interrupts flight schedules across the region and curbs demand in Europe. Major European airlines typically turn to the billionaire’s firm in early spring to lease planes for summer peaks, but this year bookings are significantly lower compared with previous seasons. And, clients in Turkey aren’t rushing to sign new contracts, the tycoon said in an interview. Still, he’s prepared for the moment, spreading out the fleet across multiple hubs and signaling that his Dubai expansion plans remain in place. “We need to be ready for any area, district, jurisdiction and geopolitical risk,” said Ziemelis, who left his home several days before the war started and plans to return to the United Arab Emirates within weeks. “If it lasts more than one month, we may see potential first bankruptcies,” of airlines across the globe he said. That’s largely because of the soaring cost of fuel, which represents about 25% of the total cost of running an airline, he said. Since the start of the conflict oil prices have spiked almost 50% to about $100 a barrel. Some airlines will have to implement additional surcharges, while others may abandon some flights, he said. Questions are also surfacing about the potential availability of jet fuel. Still, US President Donald Trump has signaled the war with Iran could end soon, even as attacks have continued across the region. Read More: Jet Tycoon Amasses $1.5 Billion Fortune on Air Travel Spikes (2) Ziemelis, 48, has made a business of so-called wet leasi...
(Bloomberg) -- Europe has been late to the AI boom and trails China on electric cars. But when it comes to humanoid robots, it’s still in the race.Sweden’s Hexagon AB has built a humanoid that’s being tested at industrial clients including BMW AG. Germany’s Neura Robotics GmbH just raised some €1 billion ($1.2 billion) from investors including Amazon.com Inc. and Qualcomm Inc., valuing the startup...
(Bloomberg) -- Europe has been late to the AI boom and trails China on electric cars. But when it comes to humanoid robots, it’s still in the race.Sweden’s Hexagon AB has built a humanoid that’s being tested at industrial clients including BMW AG. Germany’s Neura Robotics GmbH just raised some €1 billion ($1.2 billion) from investors including Amazon.com Inc. and Qualcomm Inc., valuing the startup at about €4 billion.Local automotive suppliers Schaeffler AG and Robert Bosch GmbH are also betting
Hi, it’s Bruce Einhorn in Princeton. While all eyes are on Cape Canaveral ahead of the planned launch of Artemis II, some US space partners are looking for answers after NASA scrapped the plan for a lunar space station. But first ... Three things you need to know today: NASA is set to return to the moon . How astronauts trained for the historic mission. Delta to use Amazon Leo for in-flight Wi-Fi ...
Hi, it’s Bruce Einhorn in Princeton. While all eyes are on Cape Canaveral ahead of the planned launch of Artemis II, some US space partners are looking for answers after NASA scrapped the plan for a lunar space station. But first ... Three things you need to know today: NASA is set to return to the moon . How astronauts trained for the historic mission. Delta to use Amazon Leo for in-flight Wi-Fi . Looking for lunar alternatives It was a rough week for Mike Greenley , chief executive officer of MDA Space. The Canadian satellite manufacturer has been developing a robotic arm for Gateway, the lunar-orbit space station that was part of NASA’s Artemis program, only to learn on March 24 that NASA wants a hub on lunar soil instead. While there had been rumblings that NASA Administrator Jared Isaacman wasn’t a fan of Gateway , Greenley wasn’t expecting the news. The decision “was a pretty big surprise,” he said in an interview last Wednesday. “Our contracts are with the Canadian Space Agency to deliver robotic systems to the Artemis program,” he said. So his firm expected to rework those robotics “and be part of the increased focus on the surface.” The extent of the redesign required to use parts of Gateway on the moon’s surface will be “not as bad as you would think,” he added, since the architecture, control systems and overall design will be “very common.” Still, a major change involves adjusting to an environment where, unlike in orbit, there’s lunar gravity affecting the machinery. Investors weren’t pleased: MDA Space ’s stock fell sharply in the days after the NASA news. Read More: Why Is NASA Spending $100 Billion to Return to the Moon? Depends on Who You Ask The decision not to proceed with the existing plan is a blow for other international partners working on the project, including space agencies from Canada, Europe, Japan and the United Arab Emirates. The Canadian Space Agency said in a statement that it was conducting discussions with NASA, the industry and int...
(RTTNews) - Shares of Zai Lab Limited (ZLAB) are moving up about 8 percent on Wednesday morning trading after the company announced a global clinical trial collaboration with Amgen Inc. (AMGN) to evaluate Zai Lab's investigational delta-like ligand 3-targeting antibody-drug conju
(RTTNews) - Shares of Zai Lab Limited (ZLAB) are moving up about 8 percent on Wednesday morning trading after the company announced a global clinical trial collaboration with Amgen Inc. (AMGN) to evaluate Zai Lab's investigational delta-like ligand 3-targeting antibody-drug conju
Olga Yastremska/iStock via Getty Images FanDuel ( FLUT ) announced an exclusive deal with PokerStars that makes the online poker experience available to customers in Michigan, New Jersey, and Pennsylvania. The new platform was said to bring together FanDuel's ( FLUT ) market-leading presence and the PokerStars legacy to deliver an elevated player experience through a new dedicated poker app and de...
Olga Yastremska/iStock via Getty Images FanDuel ( FLUT ) announced an exclusive deal with PokerStars that makes the online poker experience available to customers in Michigan, New Jersey, and Pennsylvania. The new platform was said to bring together FanDuel's ( FLUT ) market-leading presence and the PokerStars legacy to deliver an elevated player experience through a new dedicated poker app and desktop site. Notably, PokerStars exclusively on FanDuel ( FLUT ) merges player liquidity across markets, forming one of the largest regulated online poker networks in North America. Customers will have access to bigger games, larger prize pools, and a broader selection of tournaments and cash games. "The launch of PokerStars exclusively on FanDuel brings together two of the most iconic names in gaming and represents a major step forward for online poker in North America," stated PokerStars General Manager Aaron Dugganof. In addition to the U.S. launch, PokerStars exclusively on FanDuel will be available in Ontario, Canada, later this year. PokerStars launched in 2001, with real-money play following a period of beta play games. The site grew quickly during the early 2000s poker boom, helped by the high-profile 2003 Chris Moneymaker win in the World Series of Poker Main Event, which came after he qualified through a PokerStars satellite tournament. In 2012, PokerStars acquired Full Tilt Poker, strengthening its market position. In 2014, Amaya Inc. bought PokerStars’ parent company, Rational Group, for $4.9B. PokerStars was then swallowed up by Flutter Entertainment ( FLUT ) when it acquired The Stars Group, which had been renamed from Amaya. More on Flutter Entertainment Flutter Entertainment plc (PDYPY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Flutter Entertainment plc (PDYPY) Q4 2025 Earnings Call Transcript Prediction Markets Won't Break Flutter's Sportsbook Economics Sports betting legalization tied to rise in credit delinquencies, ...
Sign up now! Sign up now! Sign up now? Sign up now! Watching 10-man Italy blow their last chance to qualify for this summer’s Geopolitics World Cup, Football Daily couldn’t help but remember the schoolmasterly ticking-off with which the legendary commentator Barry Davies admonished a similarly depleted team of their predecessors 24 years ago. That particular iteration of Italy had at least made it...
Sign up now! Sign up now! Sign up now? Sign up now! Watching 10-man Italy blow their last chance to qualify for this summer’s Geopolitics World Cup, Football Daily couldn’t help but remember the schoolmasterly ticking-off with which the legendary commentator Barry Davies admonished a similarly depleted team of their predecessors 24 years ago. That particular iteration of Italy had at least made it to the summer jamboree, but upon seeing them being dumped out in the last 16 by co-hosts South Korea at Daejeon World Cup Stadium, Davies said what the rest of us were thinking: “And the Italians are out because they never learn,” he clucked. Of course, it could also be argued the Italians were out because they were the victims of what could charitably described as a series of farcical refereeing decisions, but their natural inclination towards extreme caution certainly didn’t help. It’s the best night of my life and I’ve had some wonderful nights, you know, stories with Östersund and European adventures and [Bigger Cup], Premier League wins, but this just feels like more. You can feel the atmosphere in the ground. It’s very rarely you go to football places and feel that. I think when you’re a national team … you’re working for more than yourself, so when you add all that up and then put the context of the game and the environment and the atmosphere, it was just a special moment” – he’s not had the easiest couple of years so Graham Potter was careful to make sure he fully enjoyed basking in the glow of success after Sweden’s thrilling 3-2 GWC playoff win over Poland. The game against Japan showed how useless England are. The unrealistic expectations are unbelievable!!!” – Jeff Sax. Not sure Fifa suit Arsène Wenger’s suggestion that daylight must be between the attacker and defender (yesterday’s Football Daily Off Course section) is going to be helpful resolving offside decisions in all situations. What about evening matches? Will refs have to carry torches now, or perhaps ...
China’s commercial space sector has reached a cost milestone as its new rocket debuts for less than the ticket price of the latest SpaceX Falcon 9 reusable launch vehicle. The Kinetica-2 Y1 carrier rocket, also known as the Lijian-2 Y1, took off on its inaugural flight on Monday before delivering three satellites into orbit, including a prototype commercial cargo spacecraft and a satellite to func...
China’s commercial space sector has reached a cost milestone as its new rocket debuts for less than the ticket price of the latest SpaceX Falcon 9 reusable launch vehicle. The Kinetica-2 Y1 carrier rocket, also known as the Lijian-2 Y1, took off on its inaugural flight on Monday before delivering three satellites into orbit, including a prototype commercial cargo spacecraft and a satellite to function as a mini-orbiting space lab. The rocket developed by Chinese commercial space firm CAS Space –...
Once a corporate trademark, the half-zip sweater is now fashion’s hottest look. Want to avoid cosplaying Rishi Sunak when you wear one? Our menswear expert reveals all • Men’s spring wardrobe updates for under £100 You’ve probably noticed more quarter-zips around. This time, it’s not the City boys to blame. Rather, it’s that the fashion industry’s attitude has shifted. Once dismissed (not least by...
Once a corporate trademark, the half-zip sweater is now fashion’s hottest look. Want to avoid cosplaying Rishi Sunak when you wear one? Our menswear expert reveals all • Men’s spring wardrobe updates for under £100 You’ve probably noticed more quarter-zips around. This time, it’s not the City boys to blame. Rather, it’s that the fashion industry’s attitude has shifted. Once dismissed (not least by GQ , who named it “a joyless jumper for the joyless grind”), the style has been reclaimed by the very people who deemed it uncool – I even wore a Vivienne Westwood design to attend London fashion week. In menswear circles, the rise has been slow and steady. IYKYK labels such as Mfpen and Amiri introduced them into their autumn/winter 2025 collections, before luxury houses Dior and Louis Vuitton followed suit for spring/summer 26. A few A-list celebs have been spotted wearing them (including People magazine’s sexiest man alive for 2025, Jonathan Bailey ). The popularity is measurable, too – in the latest Lyst Index (a quarterly report of the world’s most coveted items in fashion), Polo Ralph Lauren’s cable-knit quarter-zip was named the top menswear buy. Continue reading...
We are paying more for a PlayStation so that idiots can use ChatGPT to mislead people on dating apps – something is rotten in the state of gaming • Don’t get Pushing Buttons delivered to your inbox? Sign up here When the PlayStation 5 launched almost five and a half years ago, it was listed at £449 in the UK. If you were to buy one at the recommended retail price today, it would be £569.99, or £78...
We are paying more for a PlayStation so that idiots can use ChatGPT to mislead people on dating apps – something is rotten in the state of gaming • Don’t get Pushing Buttons delivered to your inbox? Sign up here When the PlayStation 5 launched almost five and a half years ago, it was listed at £449 in the UK. If you were to buy one at the recommended retail price today, it would be £569.99, or £789.99 for the updated Pro model. Sony has just raised the price of its console by another £90, the latest in a series of hikes. This is unprecedented: consoles have always decreased in price over time (until they become retro collectibles – the other day, I saw someone asking £200 for a SNES on Vinted). So, what’s going on? Unfortunately, this is another case of artificial intelligence ruining things for everyone. AI data centres need lots and lots and lots of computing power to be able to present you with lies whenever you Google anything, and this has pushed up demand and pricing for RAM and storage. This isn’t the only reason prices are rising – the wars in Ukraine and Iran have caused global economic disruption, and rampant inflation has eaten into many companies’ bottom line. But AI is the cause that’s easiest to get angry about, because it doesn’t need to be this way. Continue reading...