Oracle (NYSE: ORCL) burst onto the scene last year as a big player in the artificial intelligence space, but its meteoric rise was short-lived. The stock has nearly been cut in half over the past six months, as investors question whether all of Oracle's deals will come to fruition, and whether the debt needed to fund its artificial intelligence (AI) data center build-out will yield good returns. W...
Oracle (NYSE: ORCL) burst onto the scene last year as a big player in the artificial intelligence space, but its meteoric rise was short-lived. The stock has nearly been cut in half over the past six months, as investors question whether all of Oracle's deals will come to fruition, and whether the debt needed to fund its artificial intelligence (AI) data center build-out will yield good returns. While there's broad debate across the market, Oracle's stock can surge and join an exclusive group of stocks in the $1 trillion club, which includes Nvidia , Apple , and Meta Platforms , if this one Wall Street analyst is correct. Last September, Oracle delivered incredible fiscal first-quarter earnings results and forward guidance, as investors realized the company's AI data center business had real legs. The company reported remaining performance obligations (RPOs), which are revenue that has been contracted but not yet delivered, of $455 billion in the quarter ended Aug. 31. Continue reading
Jiayin Group press release ( JFIN ): Q4 GAAP EPADS of $0.28. Revenue of $155.89M (-22.4% Y/Y). Net revenue was RMB1,090.2 million (US$155.9 million), representing a decrease of 22.4% from the same period of 2024. Revenue from loan facilitation services was RMB803.8 million (US$114.9 million), representing a decrease of 28.5% from the same period of 2024. The decrease was primarily due to decreases...
Jiayin Group press release ( JFIN ): Q4 GAAP EPADS of $0.28. Revenue of $155.89M (-22.4% Y/Y). Net revenue was RMB1,090.2 million (US$155.9 million), representing a decrease of 22.4% from the same period of 2024. Revenue from loan facilitation services was RMB803.8 million (US$114.9 million), representing a decrease of 28.5% from the same period of 2024. The decrease was primarily due to decreases in loan facilitation volume and facilitation service fee rates. Revenue from releasing of guarantee liabilities was RMB203.6 million (US$29.1 million) compared with RMB156.6 million in the same period of 2024. The year-over-year increase was primarily due to the increase in average outstanding loan balances for which the Company provided guarantee services. The Company expects its loan facilitation volume for the first quarter of 2026 to be in the range of RMB18.5 billion to RMB19.5 billion. This outlook reflects a disciplined recalibration of our strategy as we prioritize asset quality and operational resilience amidst the evolving regulatory and macroeconomic landscape. More on Jiayin Group Dividend scorecard for Jiayin Group Financial information for Jiayin Group
Richard Drury/DigitalVision via Getty Images Introduction The last time I covered One Liberty Properties ( OLP ), I highlighted their solid fundamentals, as well as their high payout ratio and attractive dividend while undergoing a major portfolio transition. Following a major inflection year with significant asset recycling and pivoting their portfolio into mostly industrial properties, OLP is up...
Richard Drury/DigitalVision via Getty Images Introduction The last time I covered One Liberty Properties ( OLP ), I highlighted their solid fundamentals, as well as their high payout ratio and attractive dividend while undergoing a major portfolio transition. Following a major inflection year with significant asset recycling and pivoting their portfolio into mostly industrial properties, OLP is upgraded to a Strong Buy, offering a compelling dividend yield and attractive valuation, standing to benefit from several internal tailwinds alongside a potential long-term macro recovery. Major Inflection Point One Liberty Properties IR OLP reported an overall stable 2025 and a slight beat on revenue during Q4, with the AFFO reaching $41.556 million in 2025 compared to $41.157 million in 2024, translating into $1.987 per diluted share last year and $1.986 in 2024, remaining nearly flat, with a strong 98.5% occupancy rate based on square footage. However, the company advanced their strategic repositioning, with over 80% of their portfolio (~82% of base rent) expected to be industrial in 2026 from ~40% in 2018, placing itself in a strong position to take advantage of a potential recovery in the market despite facing near-term pressure. They also added a record $246 million worth of industrial acquisitions during the past 14 months following the recent acquisition of 10 industrial properties in late January 2026, standing to benefit from long-term mark-to-market opportunities, as they say during their latest release. As their CEO stated , 2025 should be a significant inflection point for the company, marking a major milestone in their transformation: We have successfully transformed One Liberty into a predominantly industrial-focused platform, comprising 82% of our annual base rent, after completing $246 million in strategic acquisitions through disciplined capital recycling over the past 14 months. As a result, we believe this period marked an important inflection point, and w...
Zhipu reported a much faster-than-expected 60% surge in net losses for 2025, underscoring how China’s AI upstarts continue to spend aggressively on developing artificial intelligence to keep pace with rivals. Revenue climbed to 724.3 million yuan ($105 million) last year, missing an average analyst estimate of 756 million yuan. Net loss for the same period was 4.7 billion yuan, while analysts were...
Zhipu reported a much faster-than-expected 60% surge in net losses for 2025, underscoring how China’s AI upstarts continue to spend aggressively on developing artificial intelligence to keep pace with rivals. Revenue climbed to 724.3 million yuan ($105 million) last year, missing an average analyst estimate of 756 million yuan. Net loss for the same period was 4.7 billion yuan, while analysts were expecting only 3.76 billion yuan. The results are the first for the Beijing-based firm, officially known as Knowledge Atlas Technology JSC Ltd. , since it raised $558 million in its Hong Kong initial public offering at the start of the year. The underwhelming profit underscored the hyper-competitive nature of China’s AI arena, where newcomers like Zhipu vie with incumbents like Alibaba Group Holding Ltd. for customers, talent, and computing resources — often triggering price wars. Zhipu sells cloud-based access to its models and helps clients — typically state-owned enterprises — build customized AI solutions. It’s also among a raft of Chinese AI upstarts and cloud service providers launching their own iterations of the OpenClaw agentic framework, hoping to capitalize on the consumer frenzy to drive compute usage. Read: China Becomes Agentic AI’s Biggest Lab With OpenClaw Stampede Rival MiniMax Group Inc. — which went public in Hong Kong one day after Zhipu — earlier reported a 159% surge in its revenue for 2025 to $79 million, as losses widened. Shares of the twin AI model makers have more than quintupled since their debuts, surpassing Chinese internet heavyweights like Baidu Inc. and Kuaishou Technology in market capitalization. Zhipu last month released its latest flagship large language model, GLM-5, designed to improve coding and long-form agentic tasks. The model was designed to support domestic chips for inference, including Huawei Technologies Co. ’s Ascend processors. The company is planning a second listing in Shanghai’s Star Market, and has hired Guotai Haitong ...
Speaking to BTV's Jennifer Zabasajja, South African Deputy Minister of Trade, Industry and Competition Alexandra Abrahams said her country was strategically positioned to accommodate trade routes disturbed by the conflict of in the Middle East. (Source: Bloomberg)
Speaking to BTV's Jennifer Zabasajja, South African Deputy Minister of Trade, Industry and Competition Alexandra Abrahams said her country was strategically positioned to accommodate trade routes disturbed by the conflict of in the Middle East. (Source: Bloomberg)
Iran attacked and set on fire a massive Kuwaiti oil tanker off Dubai overnight, as Gulf states increasingly suffer the fallout from the war. (Image credit: Majid Saeedi)
Iran attacked and set on fire a massive Kuwaiti oil tanker off Dubai overnight, as Gulf states increasingly suffer the fallout from the war. (Image credit: Majid Saeedi)