As dwindling domestic profits push more Chinese firms onto the global stage, industry titans – forerunners who know what such a shift entails – are offering crucial advice for navigating challenges abroad. “The most important thing is to become a local company,” said Zhu Lei, chief marketing officer for air conditioner giant Gree Electric Appliances, which was among the first Chinese companies to ...
As dwindling domestic profits push more Chinese firms onto the global stage, industry titans – forerunners who know what such a shift entails – are offering crucial advice for navigating challenges abroad. “The most important thing is to become a local company,” said Zhu Lei, chief marketing officer for air conditioner giant Gree Electric Appliances, which was among the first Chinese companies to enter the Latin American market. The advice comes as Chinese firms are expected to ramp up their international push this year, bolstered by fresh policy support and seeking new growth avenues in the face of weak domestic demand, rising production capacity and persistent trade uncertainties. Advertisement China became a net capital exporter a decade ago, but its global footprint continues to encounter headwinds. Beyond criticism over labour conditions, cultural frictions, and failures to meet environmental and regulatory benchmarks, Chinese enterprises also face a climate of rising geopolitical risks. Speaking in Beijing at a January 21 forum on smart manufacturing, Zhu warned of another pitfall for Chinese firms: their tendency to export insular enclaves. He explained how some firms bring entire domestic teams – even their own chefs – abroad, leaving them out of sync with host communities. Advertisement Gree’s Brazil factory, for example, is run with just three Chinese managers overseeing technology, production and finance.
As of January, Zambia has begun collecting taxes and royalties from Chinese mining firms in yuan, and will cycle the currency directly back to Beijing to fund imports and service loans. Experts said the shift reflected the southern African country’s urgent need to ease a US dollar shortage and manage debt, rather than geopolitical alignment, but also a quiet advance for China’s long-term strategy ...
As of January, Zambia has begun collecting taxes and royalties from Chinese mining firms in yuan, and will cycle the currency directly back to Beijing to fund imports and service loans. Experts said the shift reflected the southern African country’s urgent need to ease a US dollar shortage and manage debt, rather than geopolitical alignment, but also a quiet advance for China’s long-term strategy to internationalise its currency. It had also created a tangible blueprint for other resource-rich, debt-laden African nations with deep trade ties to China, they added. Advertisement Dr Charles Mak of the University of Bristol Law School interpreted the move as a practical response to acute dollar shortages rather than a political signal. “For a government under severe liquidity pressure, accepting the currency of its largest creditor and trading partner is a rational way to ease balance-of-payments stress, reduce transaction costs and manage debt service more efficiently,” the lecturer and assistant professor said. Advertisement The move did, however, have wider implications, Mak noted.
Renata Angerami/E+ via Getty Images Co-authored by Kody's Dividends You rarely notice your roof unless there's a problem with it. For the vast majority of homes, roofs last 20 to 30 years without any repairs or replacement. When a problem exists with a roof, it can be all-consuming. In my first home, we had a leak that formed around our bathroom exhaust fan. I spent countless hours and dollars try...
Renata Angerami/E+ via Getty Images Co-authored by Kody's Dividends You rarely notice your roof unless there's a problem with it. For the vast majority of homes, roofs last 20 to 30 years without any repairs or replacement. When a problem exists with a roof, it can be all-consuming. In my first home, we had a leak that formed around our bathroom exhaust fan. I spent countless hours and dollars trying to fix a problem that persisted. I was too stubborn to hire somebody and didn't have the finances to replace the entire roof. I battled that problem for years until a hurricane decided to destroy the entire roof. I had to replace it. For many, their home is the largest financial investment that they make early in life. Even into retirement, a home is usually the single largest investment we make. Rarely do we think about individual aspects of our homes until a problem occurs or an upgrade is needed. Today, I want to take a look at a way to benefit from the cyclical nature of roofing replacements. It's also an opportunity to waterproof and effectively insulate your portfolio from some of the issues that other potential holdings may have. Let's dive in! Trust in the Vision 2030 Roadmap Carlisle Companies Vision 2030 Investor Presentation Carlisle Companies ( CSL ) is a key producer of building materials for building enclosures and weatherproofing. Through the first nine months of 2025, Carlisle posted approximately $3.9 billion in revenue . Of that amount, nearly three-quarters (74.4%) of its total revenue came from its Carlisle Construction Materials segment (the high-margin commercial roofing business). The remainder of revenue was generated from its Carlisle Weatherproofing Technologies segment (more energy-efficient building envelopes for a mix of commercial and residential end-markets), which was largely formed through its 2021 acquisition of Henry Company . In its Q3 2025 earnings call , Carlisle reiterated its target for $40 in adjusted EPS by 2030. The long-term c...
Inok/iStock via Getty Images I previously covered Meta Platforms, Inc. ( META , META:CA ) in November 2025, discussing its mixed FQ3'25 earnings performance, with the robust top-line growth and the improving advertising monetization being negated by the mixed operating margins and the hefty AI-related spending trends. Despite the noise arising from the $15.93B in one-time, non-cash income tax char...
Inok/iStock via Getty Images I previously covered Meta Platforms, Inc. ( META , META:CA ) in November 2025, discussing its mixed FQ3'25 earnings performance, with the robust top-line growth and the improving advertising monetization being negated by the mixed operating margins and the hefty AI-related spending trends. Despite the noise arising from the $15.93B in one-time, non-cash income tax charges and the decelerating growth profile, I had believed that the stock offered a double-digit upside potential after the recent meltdown, with it triggering my upgraded Strong Buy rating then. In this article, I shall discuss why I am downgrading the META stock to a Buy rating, thanks to the double-digit recovery from the recent bottom, albeit with the stock still offering an excellent capital appreciation prospect over the next few years. My optimism is attributed to the renewed growth prospects arising from the strategic AI-led investments across headcount increase/data center capacity expansions, the consequently accelerating ad monetization growth opportunities, and the still cheap valuations, despite the intermediate-term Free Cash Flow deterioration risk from the elevated capex trends. META Delivers AI-Driven, Renewed Growth Prospects META 1Y Stock Price ( TradingView ) Since my last Strong Buy rating, the bulls have already defended META's trading floor at the $589s before the stock rallies by double digits to break out of the prior sideways trading. For reference, the stock previously experienced a steep meltdown of -21.6% (at its worst) post-FQ3'25 earnings call, attributed to the mixed optics from the outsized one-time, non-cash income tax charge of $15.93B on its FQ3'25 bottom lines and the overly aggressive multi-year AI capex guidance of approximately $600B through FY2028, compared to the 5Y cumulative sum of $172B. With most of the pessimism already baked in surrounding META's likely to be impacted Free Cash Flow generation and balance sheet health prospects o...
Posts from this author will be added to your daily email digest and your homepage feed. This is The Stepback, a weekly newsletter breaking down one essential story from the tech world. For more on Android phones, follow Dominic Preston. The Stepback arrives in our subscribers’ inboxes at 8AM ET. Opt in for The Stepback here. How it started Samsung’s Galaxy S20 Ultra wasn’t the first phone to featu...
Posts from this author will be added to your daily email digest and your homepage feed. This is The Stepback, a weekly newsletter breaking down one essential story from the tech world. For more on Android phones, follow Dominic Preston. The Stepback arrives in our subscribers’ inboxes at 8AM ET. Opt in for The Stepback here. How it started Samsung’s Galaxy S20 Ultra wasn’t the first phone to feature a periscopic telephoto lens — both Huawei and Oppo beat the Korean company to it — but it was the first in the US to make such a big deal about it. Almost all of Samsung’s marketing for the S20 Ultra centered on its so-called Space Zoom, its 5x optical folded periscope lens, capable of digitally zooming much further. Samsung even wrote “Space Zoom 100x” on the back of the phone itself, just in case you forgot. That phone sparked a strong reaction from some. Many questioned why you’d ever need a camera that zoomed so far you could look inside the top windows of a skyscraper; some suggested it would only ever be used by perverts and voyeurs; others simply pointed out that almost every photo taken at 100x zoom sucked. Samsung and its competitors learned from some of that criticism and mostly stopped talking about 100x zoom, focusing on better quality shots from shorter distances in future marketing material. What manufacturers didn’t stop was competing on telephoto cameras in the first place. Apple introduced its first iPhone with a 3x telephoto, the 13 Pro, in 2021 (though wouldn’t get a true periscope until another two years later). That same year, Google added a 48-megapixel, 4x periscopic telephoto to its Pixel 6 Pro, while Samsung jumped to a 10x telephoto on its S21 Ultra, a feat Huawei had already achieved a year earlier. Along with the longer zooms, companies began to add larger sensors, faster apertures, and more pixels in an effort to win the arms race. Enormous camera islands like the Xiaomi 15 Ultra’s have become commonplace in Android flagships, with much of th...
Archer's share price has soared over the past three years, but there are some significant red flags with this stock. For the past several years, investors have been excited about the emerging electric vertical takeoff and landing (eVTOL) market and its potential to transform transportation. By some estimates, the eVTOL market could be worth $27 billion by 2034. One company that has received widesp...
Archer's share price has soared over the past three years, but there are some significant red flags with this stock. For the past several years, investors have been excited about the emerging electric vertical takeoff and landing (eVTOL) market and its potential to transform transportation. By some estimates, the eVTOL market could be worth $27 billion by 2034. One company that has received widespread attention and massive share price gains is Archer Aviation (ACHR 2.96%), which makes an eVTOL called Midnight and has been working hard over the past few years to forge partnerships and secure certifications for its planned air taxi services. All the enthusiasm for Archer and the eVTOL market has pushed the company's share price up 186% over the past three years. So, with its share price hovering around $8, is now a good time to buy Archer stock? I don't think that would be a smart move, and here's why. Why many investors are excited about Archer There are a few legitimate reasons why Archer investors are excited about the company. The first is that it has a functioning and impressive aircraft. Its Midnight aircraft has completed many successful test flights and is working on certifications from a handful of countries for its commercial air taxi service. The company has also forged many partnerships for future air taxi services, including with United Airlines and Southwest Airlines, and received an investment from Stellantis. What's more, Archer has more than $2 billion in total liquidity, giving the company significant funding to continue investing in its aircraft and technologies. Though, it's worth pointing out that $650 million in recent capital came from a stock sale that diluted shareholder value. But Archer has a few glaring problems Let's begin with the most obvious problem: Archer generates no revenue. The company has been publicly traded for more than four years and still doesn't have any sales. Archer's CEO, Adam Goldstein, told Bloomberg in November that th...
Inok/iStock via Getty Images I previously covered Meta Platforms, Inc. ( META , META:CA ) in November 2025, discussing its mixed FQ3'25 earnings performance, with the robust top-line growth and the improving advertising monetization being negated by the mixed operating margins and the hefty AI-related spending trends. Despite the noise arising from the $15.93B in one-time, non-cash income tax char...
Inok/iStock via Getty Images I previously covered Meta Platforms, Inc. ( META , META:CA ) in November 2025, discussing its mixed FQ3'25 earnings performance, with the robust top-line growth and the improving advertising monetization being negated by the mixed operating margins and the hefty AI-related spending trends. Despite the noise arising from the $15.93B in one-time, non-cash income tax charges and the decelerating growth profile, I had believed that the stock offered a double-digit upside potential after the recent meltdown, with it triggering my upgraded Strong Buy rating then. In this article, I shall discuss why I am downgrading the META stock to a Buy rating, thanks to the double-digit recovery from the recent bottom, albeit with the stock still offering an excellent capital appreciation prospect over the next few years. My optimism is attributed to the renewed growth prospects arising from the strategic AI-led investments across headcount increase/data center capacity expansions, the consequently accelerating ad monetization growth opportunities, and the still cheap valuations, despite the intermediate-term Free Cash Flow deterioration risk from the elevated capex trends. META Delivers AI-Driven, Renewed Growth Prospects META 1Y Stock Price ( TradingView ) Since my last Strong Buy rating, the bulls have already defended META's trading floor at the $589s before the stock rallies by double digits to break out of the prior sideways trading. For reference, the stock previously experienced a steep meltdown of -21.6% (at its worst) post-FQ3'25 earnings call, attributed to the mixed optics from the outsized one-time, non-cash income tax charge of $15.93B on its FQ3'25 bottom lines and the overly aggressive multi-year AI capex guidance of approximately $600B through FY2028, compared to the 5Y cumulative sum of $172B. With most of the pessimism already baked in surrounding META's likely to be impacted Free Cash Flow generation and balance sheet health prospects o...
In the exclusive world of private-company ownership, Kevin Moss is a rare gatekeeper — offering everyday investors exposure to tech giants before they go public. Elon Musk ’s SpaceX is the star attraction. It’s the name that pulls in investors — and the fund’s biggest swing. As of December, Moss’s Private Shares Fund had 13.68% of its $1.1 billion in the aerospace firm, a $151 million stake that m...
In the exclusive world of private-company ownership, Kevin Moss is a rare gatekeeper — offering everyday investors exposure to tech giants before they go public. Elon Musk ’s SpaceX is the star attraction. It’s the name that pulls in investors — and the fund’s biggest swing. As of December, Moss’s Private Shares Fund had 13.68% of its $1.1 billion in the aerospace firm, a $151 million stake that made it the fund’s largest holding and, percentage-wise, a bigger bet than the one made by Cathie Wood . Now, as long-awaited names like Discord , Kraken and Motive Technologies — among the fund’s holdings — prepare to go public, 2026 is shaping up to be exactly the kind of environment Moss’s strategy was built for: when locked-up private bets finally collide with public-market appetite, and valuations face their first open test. The “ Musk Premium ” has already shown up in the numbers. After Bloomberg first reported SpaceX’s IPO plans, the fund’s inflows surged 201% above the yearly average — a spike that revealed just how much demand a marquee name can ignite. For Moss, 56, the pitch is simple: lock up your money to access tech’s biggest names before they go public, even if valuations are private, returns are uncertain and the path to exit can be long. “We saw SpaceX at the time as an emerging leader,” Moss said in an interview, reflecting on his initial 2019 investment of $10 million . That stake has since swelled fifteenfold. Read more: SpaceX Said to Pursue 2026 IPO Raising Far Above $30 Billion Getting on the company’s shareholder ledger wasn’t easy: Moss said he traveled to the California headquarters, toured the factory floor and met with company representatives before sealing the deal. This kind of access is rare. Out of more than 130 interval funds tracked by Bloomberg Intelligence ’s David Cohne , only at least two — those run by Moss and Wood — hold SpaceX. For now, the rocket and satellite firm is targeting an IPO as soon as this year, in a deal that could value...
Bloomberg In the exclusive world of private-company ownership, Kevin Moss is a rare gatekeeper — offering everyday investors exposure to tech giants before they go public. Elon Musk’s SpaceX is the star attraction. It’s the name that pulls in investors — and the fund’s biggest swing. As of December, Moss’s Private Shares Fund had 13.68% of its $1.1 billion in the aerospace firm, a $151 million sta...
Bloomberg In the exclusive world of private-company ownership, Kevin Moss is a rare gatekeeper — offering everyday investors exposure to tech giants before they go public. Elon Musk’s SpaceX is the star attraction. It’s the name that pulls in investors — and the fund’s biggest swing. As of December, Moss’s Private Shares Fund had 13.68% of its $1.1 billion in the aerospace firm, a $151 million stake that made it the fund’s largest holding and, percentage-wise, a bigger bet than the one made by Cathie Wood. Most Read from Bloomberg Now, as long-awaited names like Discord, Kraken and Motive Technologies — among the fund’s holdings — prepare to go public, 2026 is shaping up to be exactly the kind of environment Moss’s strategy was built for: when locked-up private bets finally collide with public-market appetite, and valuations face their first open test. The “Musk Premium” has already shown up in the numbers. After Bloomberg first reported SpaceX’s IPO plans, the fund’s inflows surged 201% above the yearly average — a spike that revealed just how much demand a marquee name can ignite. For Moss, 56, the pitch is simple: lock up your money to access tech’s biggest names before they go public, even if valuations are private, returns are uncertain and the path to exit can be long. “We saw SpaceX at the time as an emerging leader,” Moss said in an interview, reflecting on his initial 2019 investment of $10 million. That stake has since swelled fifteenfold. Getting on the company’s shareholder ledger wasn’t easy: Moss said he traveled to the California headquarters, toured the factory floor and met with company representatives before sealing the deal. This kind of access is rare. Out of more than 130 interval funds tracked by Bloomberg Intelligence’s David Cohne, only at least two — those run by Moss and Wood — hold SpaceX. For now, the rocket and satellite firm is targeting an IPO as soon as this year, in a deal that could value it at $1.5 trillion, Bloomberg has reported ...
Richard Drury/DigitalVision via Getty Images Investment Overview Supernus ( SUPN ) is a commercial-stage pharmaceutical company whose stock I have held for several years, and it has been a good investment to date - stock is up >65% on a five-year basis and >335% on a 10-year basis. I last covered the Rockville, Maryland-headquartered commercial-stage pharma in a note for Seeking Alpha in mid-June ...
Richard Drury/DigitalVision via Getty Images Investment Overview Supernus ( SUPN ) is a commercial-stage pharmaceutical company whose stock I have held for several years, and it has been a good investment to date - stock is up >65% on a five-year basis and >335% on a 10-year basis. I last covered the Rockville, Maryland-headquartered commercial-stage pharma in a note for Seeking Alpha in mid-June 2025 , discussing its acquisition of central nervous system ("CNS") drug development specialist Sage Therapeutics in a deal worth up to $795m. Supernus stock was trading at $32.5 at the time, and today, it is valued at $49 per share, up >50%, and justifying my Buy rating assigned at the time. I wrote in that note: Supernus relies heavily on Qelbree (viloxazine), which earned $241m of revenues in 2024, up 72% year-on-year. The drug is a non-stimulant indicated to treat Attention Deficit Hyperactivity Disorder ("AHD"). Supernus also markets and sells GOCOVRI (amantadine) - extended release capsules - indicated for treatment of dyskinesia in patients with Parkinson's Disease ("PD"), $131m revenues in 2024, Oxtellar XR (oxcarbazepine), indicated for partial onset seizures, $99.5m of revenues last year, APOKYN (apomorphine hydrochloride injection), to treat hypomobility, $74m revenues, and Trokendi XR (topiramate), to treat epilepsy, $63m revenues. Supernus - 2025 Performance An overview of these drugs sales in Q3 2025 and year-to-date in 2025 is shown below (source: Q3 10Q filing ). product sales (10Q) As we can see, Apokyn and Oxtellar revenues have fallen year-on-year, owing to patent expiries, but if we include $20m of Zurzuvae collaboration revenues - Zurzuvae (zuranolone) is Sage's neuroactive steroid gamma-aminobutyric acid ("GABA") A receptor positive modulator indicated for the treatment of postpartum depression in adults, and marketed and sold by its partner Biogen ( BIIB ) - then Supernus narrowly grew revenues on a 9m basis over 2024. Supernus reported $281.2m of cas...
Independent Advisor Alliance trimmed its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 5.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 136,522 shares of the company's stock after selling 7,202 shares during the period. Palantir Technologies comprises 0.6% of Independent Advisor Allian...
Independent Advisor Alliance trimmed its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 5.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 136,522 shares of the company's stock after selling 7,202 shares during the period. Palantir Technologies comprises 0.6% of Independent Advisor Alliance's holdings, making the stock its 23rd biggest holding. Independent Advisor Alliance's holdings in Palantir Technologies were worth $24,904,000 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 PLTR. Norges Bank bought a new position in Palantir Technologies in the second quarter worth approximately $3,307,457,000. Vanguard Group Inc. lifted its holdings in shares of Palantir Technologies by 3.6% in the 2nd quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company's stock worth $28,043,432,000 after buying an additional 7,194,216 shares during the period. State Street Corp grew its position in shares of Palantir Technologies by 6.9% during the 2nd quarter. State Street Corp now owns 94,481,128 shares of the company's stock worth $12,879,667,000 after buying an additional 6,097,629 shares in the last quarter. Invesco Ltd. increased its stake in shares of Palantir Technologies by 16.0% during the second quarter. Invesco Ltd. now owns 20,585,256 shares of the company's stock valued at $2,806,182,000 after buying an additional 2,838,300 shares during the period. Finally, Clear Street LLC bought a new stake in shares of Palantir Technologies in the second quarter valued at about $295,508,000. 45.65% of the stock is currently owned by institutional investors. Get Palantir Technologies alerts: Sign Up Palantir Technologies Trading Down 3.5% NASDAQ PLTR opened at $146.59 on Friday. The firm's fifty day simple moving average is $176.13 and its two-hundred day sim...
Cambodia has carried out a massive raid on scammer gangs , detaining more than 2,000 people amid pressure from China to crack down on its online fraud industry. Nearly 1,800 Chinese nationals were among those held, according to the Cambodian interior ministry. A ministry statement said that Cambodian police had conducted a large-scale enforcement operation on Saturday morning at an online fraud co...
Cambodia has carried out a massive raid on scammer gangs , detaining more than 2,000 people amid pressure from China to crack down on its online fraud industry. Nearly 1,800 Chinese nationals were among those held, according to the Cambodian interior ministry. A ministry statement said that Cambodian police had conducted a large-scale enforcement operation on Saturday morning at an online fraud compound in Bavet, the largest city in the southeastern province of Svay Rieng, which borders Vietnam. Advertisement A total of 2,044 foreigners were detained, of whom 1,792 were from mainland China, five from Taiwan, and 177 from Vietnam. A further 179 were Myanmar nationals, the ministry said, with the rest hailing from neighbouring Southeast and South Asian countries. Advertisement The statement did not say if Cambodia intended to extradite the foreign suspects to their home countries.
Hello! Welcome back to Sri Lanka, where we’ve reached the business end of the tour – T20 preparation for the World Cup. England won the first one, a damp and drawn out affair -perked up by three wickets for Adil Rashid and a hat-trick for Sam Curran at the end. Since then we’ve had another mea culpa from Harry Brook – this time admitting he had teammates out with the him the night of his altercati...
Hello! Welcome back to Sri Lanka, where we’ve reached the business end of the tour – T20 preparation for the World Cup. England won the first one, a damp and drawn out affair -perked up by three wickets for Adil Rashid and a hat-trick for Sam Curran at the end. Since then we’ve had another mea culpa from Harry Brook – this time admitting he had teammates out with the him the night of his altercation with a bouncer. Why they didn’t just get it all out in the open at the same time, beats me. Anyway, we’re back in Pallekele, where play – rain permitting – is due to start at 1.30pm GMT. Sri Lanka will be keen for more wickets from a fit Matheesha Pathirana, and a better showing against spin from the batters. England are keen to clinch the series. Do join us to see how things pan out.
Key Points The SSA calculates your Social Security earnings using your 35 highest-paying years. Those 35 years don’t have to be continuous. You can start and stop working as needed. Continuing to work until 70 is the path to your largest possible Social Security benefits. The $23,760 Social Security bonus most retirees completely overlook › The average Social Security payment in the U.S. hovers ar...
Key Points The SSA calculates your Social Security earnings using your 35 highest-paying years. Those 35 years don’t have to be continuous. You can start and stop working as needed. Continuing to work until 70 is the path to your largest possible Social Security benefits. The $23,760 Social Security bonus most retirees completely overlook › The average Social Security payment in the U.S. hovers around $2,000, although the amount you'll receive depends largely on your work history and how much you've earned in benefits, according to the Social Security Administration (SSA) benefit formula. If $2,000 a month doesn't quite cut it for you, there are steps you can take to raise your benefits. If you're still working, maximizing your benefits involves one of the three most common approaches. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » 1. Create 35 years of work history The SSA uses your earnings history to figure out your benefit amount at full retirement age (FRA). FRA is important because that's the point at which you receive 100% of the benefits you've earned. While anyone who has been employed for at least 10 years is eligible for Social Security retirement benefits, working longer can maximize those benefits. The SSA bases your benefits on the 35 years in which you earned the most income. Next to each of those 35 years, there's a space for how much you earned that year. If you work for fewer than 35 years, there's a zero next to each year between 10 and 35 that you didn't work. If your work history includes starting and stopping, that's OK. You don't have to work 35 years in a row. However, for your maximum Social Security payout, you need 35 years of employment over the course of your life. 2. Work until your FRA Working until your full retirement age, which is around 67 for most working Americans, means receiving 100% of your Social Security...
The major indexes ended Friday in the red — but the week little-changed — as investors digested a tech sell-off, wild trading in silver and gold, and the long-awaited news that President Trump will nominate financial markets stalwart Kevin Warsh to be the next chair of the Federal Reserve. The tech-focused Nasdaq Composite (^IXIC) led the way down on Friday with a loss of roughly 1% after a steep ...
The major indexes ended Friday in the red — but the week little-changed — as investors digested a tech sell-off, wild trading in silver and gold, and the long-awaited news that President Trump will nominate financial markets stalwart Kevin Warsh to be the next chair of the Federal Reserve. The tech-focused Nasdaq Composite (^IXIC) led the way down on Friday with a loss of roughly 1% after a steep tech sell-off on Thursday. The index ended the week down roughly 0.2%. Meanwhile, the S&P 500 (^GSPC) lost around 0.4% on Friday but still finished the week up a cumulative 0.3%, and the Dow Jones Industrial Average (^DJI) shed roughly 0.4% in the week's final session, logging a weekly decline of roughly the same magnitude. Warsh's nomination early Friday capped off months of market speculation, and the 55-year-old former Fed governor is widely seen as a conservative choice by the president. In response to Warsh's nomination, the dollar (DX-Y.NYB) picked up about 0.8% on Friday. Elsewhere in the market, gold (GC=F) sold off by more than 9% on Friday in a turnaround for precious metals. Friday's drop also saw silver (SI=F) and platinum (PL=F) lose more than 28% and 19%, respectively. Oil prices (BZ=F, CL=F) rose roughly 7% over the past five days on tensions around potential US military action in Iran and possible disruptions to the Strait of Hormuz. Some of the week's biggest stock market swings came from the biggest names in tech. While both Meta (META) and Microsoft (MSFT) announced even higher spending targets in their fourth quarter earnings reports, Meta ended the week up 8.8%, while Microsoft went the other way, sliding to a loss of 7.6% on the week. The software sector also faced heavy selling pressure through the week after results from industry giant SAP (SAP), as well as other names like ServiceNow (NOW), failed to calm investor fears that software companies are quickly losing ground to AI. In the week ahead, investors' attention will be focused on Friday's jobs r...
Investment House LLC grew its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 5.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 212,428 shares of the information services provider's stock after buying an additional 10,752 shares during the quarter. Alphabet accounts for approximately 2.5% of Inves...
Investment House LLC grew its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 5.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 212,428 shares of the information services provider's stock after buying an additional 10,752 shares during the quarter. Alphabet accounts for approximately 2.5% of Investment House LLC's portfolio, making the stock its 9th largest holding. Investment House LLC's holdings in Alphabet were worth $51,737,000 as of its most recent SEC filing. Get Alphabet alerts: Sign Up Several other large investors have also recently modified their holdings of GOOG. BankPlus Wealth Management LLC grew its holdings in shares of Alphabet by 1.2% in the third quarter. BankPlus Wealth Management LLC now owns 3,143 shares of the information services provider's stock worth $766,000 after purchasing an additional 37 shares during the last quarter. Cedar Mountain Advisors LLC raised its holdings in Alphabet by 11.8% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 370 shares of the information services provider's stock valued at $90,000 after buying an additional 39 shares during the last quarter. Higgins & Schmidt Wealth Strategies LLC boosted its position in Alphabet by 2.2% during the 3rd quarter. Higgins & Schmidt Wealth Strategies LLC now owns 1,818 shares of the information services provider's stock valued at $443,000 after buying an additional 40 shares during the period. Hartmann Taylor Wealth Management LLC boosted its position in Alphabet by 2.3% during the 3rd quarter. Hartmann Taylor Wealth Management LLC now owns 1,813 shares of the information services provider's stock valued at $442,000 after buying an additional 40 shares during the period. Finally, Riverbend Wealth Management LLC grew its holdings in Alphabet by 1.0% in the 3rd quarter. Riverbend Wealth Management LLC now owns 4,198 shares of the information services provider's stock wor...
Principal Financial Group Inc. boosted its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 38.4% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 3,302,903 shares of the company's stock after acquiring an additional 916,488 shares during the quarter. Principal Financial Group Inc. owned 0.14% of Palantir Technologies worth $602,516,0...
Principal Financial Group Inc. boosted its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 38.4% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 3,302,903 shares of the company's stock after acquiring an additional 916,488 shares during the quarter. Principal Financial Group Inc. owned 0.14% of Palantir Technologies worth $602,516,000 as of its most recent filing with the SEC. A number of other large investors also recently added to or reduced their stakes in PLTR. Briaud Financial Planning Inc acquired a new stake in shares of Palantir Technologies in the second quarter valued at about $27,000. LFA Lugano Financial Advisors SA acquired a new position in Palantir Technologies during the second quarter worth about $27,000. Frazier Financial Advisors LLC purchased a new stake in Palantir Technologies during the 2nd quarter valued at about $28,000. Delos Wealth Advisors LLC acquired a new stake in Palantir Technologies in the 2nd quarter valued at about $29,000. Finally, Zeit Capital LLC purchased a new position in Palantir Technologies in the 2nd quarter worth approximately $30,000. 45.65% of the stock is currently owned by institutional investors and hedge funds. Get Palantir Technologies alerts: Sign Up Trending Headlines about Palantir Technologies Here are the key news stories impacting Palantir Technologies this week: Positive Sentiment: Commercial traction and partnerships remain a tailwind — Palantir continues to win commercial deals and expands AIP deployments; a visible example is the Innodata data/annotation deal that supports Palantir’s AI platform and signals ongoing enterprise adoption. Innodata Selected by Palantir Commercial traction and partnerships remain a tailwind — Palantir continues to win commercial deals and expands AIP deployments; a visible example is the Innodata data/annotation deal that supports Palantir’s AI platform and signals ongoing enterprise adoption. Positive Sentimen...
The post-earnings sell-off seems like an overreaction. Personal loan leader LendingClub (LC +2.86%) stock pulled back nearly 16% following its fourth-quarter and full-year earnings release on Jan. 28. However, this pullback may be a great chance for investors in the banking sector to capitalize on one of the industry's best growth stories at an incredibly cheap valuation. Coming into earnings, the...
The post-earnings sell-off seems like an overreaction. Personal loan leader LendingClub (LC +2.86%) stock pulled back nearly 16% following its fourth-quarter and full-year earnings release on Jan. 28. However, this pullback may be a great chance for investors in the banking sector to capitalize on one of the industry's best growth stories at an incredibly cheap valuation. Coming into earnings, the stock had more than doubled since the "Liberation Day" bottom in April 2025. So, the market may have been looking for an excuse to take profits on any imperfections. LendingClub did actually beat revenue and profit estimates in Q4, while also forecasting strong growth for the year ahead. So why did the stock pull back? It appears the forecast for next quarter's earnings per share (EPS) left something to be desired. However, there were good reasons for the near-term earnings figure. Given that the sell-off seems short sighted, the pullback has created a buying opportunity in this high-growth stock. Expand NYSE : LC LendingClub Today's Change ( 2.86 %) $ 0.47 Current Price $ 16.91 Key Data Points Market Cap $1.9B Day's Range $ 16.20 - $ 17.15 52wk Range $ 7.90 - $ 21.67 Volume 5.8M Avg Vol 2M Gross Margin 72.88 % A beat with strong guidance, so what's the problem? In Q4, revenue rose 22.7% to $266.5 million, with EPS rising 338% from last year's near-breakeven mark to $0.35 per share. Both figures actually beat expectations, although not by much. Of note, originations rose 40% to $2.59 billion at the high end of management's original outlook and setting the stage for future growth. Investors may have taken issue with the current quarter's guidance of flat, quarter-over-quarter originations growth at $2.6 billion and only slight EPS growth in a range of $0.34 to $0.39. On the other hand, investors should also be aware that LendingClub's business is seasonal, with lower first and fourth quarters and higher numbers over the spring and summer. To that end, management also gave f...