Key Points Income seekers are looking beyond traditional equities for high yields. Option income strategies remain popular, but investors have been committing money to alternative strategies as well. These ETFs yielding 7% or more have proved to be good high-income diversifiers, but be aware of the risks. 10 stocks we like better than JPMorgan Equity Premium Income ETF › If you're a dividend stock...
Key Points Income seekers are looking beyond traditional equities for high yields. Option income strategies remain popular, but investors have been committing money to alternative strategies as well. These ETFs yielding 7% or more have proved to be good high-income diversifiers, but be aware of the risks. 10 stocks we like better than JPMorgan Equity Premium Income ETF › If you're a dividend stock investor, things are finally looking better for you in 2026. After three straight years of underperformance in a market dominated by large-cap tech, dividend stocks have finally swung back into favor. One exchange-traded fund (ETF), the WisdomTree U.S. Total Dividend ETF, is outperforming the S&P 500 by about 5% year to date on the heels of leadership from value and defensive stocks. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But dividend yields are still pretty thin. The Vanguard S&P 500 ETF is only yielding about 1.1%. If you focus more on high yield stocks, you can capture something in the 3% to 4% range. To find something higher than that, you have to consider more niche and unique strategies. Income investors have been looking into various strategies for high yields. Here are four ETFs that have drawn positive net inflows over the past three months and the past year, but have yet to really capture the market's attention. 1. JPMorgan Equity Premium Income ETF The JPMorgan Equity Premium Income ETF (NYSEMKT: JEPI) was one of the biggest success stories of the 2022 bear market. As yields began soaring and fixed income was delivering double-digit losses, covered-call strategies emerged as an alternative to bonds. With yields pushing 10% or higher, they soon drew billions of dollars of investor money. This fund's returns have cooled off over the past couple of years during the AI boom, but investor ...
As the war in Iran drags into its third week, Rep. Glenn Ivey joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss whether Congress is considering providing $200 billion in additional funding for the war in Iran, US President Donald Trump's declaration that ICE will be working in American airports and the progress of the fight to fund the Department of Homeland Security. Wat...
As the war in Iran drags into its third week, Rep. Glenn Ivey joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss whether Congress is considering providing $200 billion in additional funding for the war in Iran, US President Donald Trump's declaration that ICE will be working in American airports and the progress of the fight to fund the Department of Homeland Security. Watch the show LIVE every Saturday and Sunday morning. (Source: Bloomberg)
As the debate about our AI future continues to rage, Yale Budget Lab's Executive Director and Co-Founder, Martha Gimbel, joined 'Bloomberg This Weekend' to discuss how documentation of the industrial revolution via 19th century novels can inform how this evolution could impact our lives. (Source: Bloomberg)
As the debate about our AI future continues to rage, Yale Budget Lab's Executive Director and Co-Founder, Martha Gimbel, joined 'Bloomberg This Weekend' to discuss how documentation of the industrial revolution via 19th century novels can inform how this evolution could impact our lives. (Source: Bloomberg)
Some people ride a last name. Others try to outwork it. Microsoft co-founder Bill Gates built one of the most recognizable names in tech. His youngest daughter, Phoebe Gates, is trying to build something that stands on its own. Not adjacent to it, not boosted by it, and definitely not defined by it. Last month on the "Opening Bid Unfiltered" podcast, she laid out exactly what's driving her. And it...
Some people ride a last name. Others try to outwork it. Microsoft co-founder Bill Gates built one of the most recognizable names in tech. His youngest daughter, Phoebe Gates, is trying to build something that stands on its own. Not adjacent to it, not boosted by it, and definitely not defined by it. Last month on the "Opening Bid Unfiltered" podcast, she laid out exactly what's driving her. And it wasn't legacy. Dorm Room Idea To $43 Million Startup Phoebe Gates isn't just talking about ambition. She's already building. Don't Miss: Think Your ‘Safe' Stocks Protect You? You're Ignoring the Real Growth Triggers — Here's What to Add Now Caught With Nothing Saved for Retirement? These 5 Game‑Changing Tips Could Still Save You She's the co-founder of Phia, a shopping app and browser extension designed to act like a personal AI shopping agent. Instead of endlessly scrolling, users can click into Phia and get a direct answer on whether something is worth buying, based on quality, value, and real-time deals across thousands of sites. The idea started in a Stanford University dorm room, where she and her co-founder spent hours jumping between resale sites trying to find the best items. "The reality is online shopping just hasn't adapted in 30 years," she said. That frustration turned into a product. Phia doesn't replace stores. It sits on top of them, helping users decide faster and smarter. The traction followed. The company has raised $43 million total, hit a $185 million valuation, and crossed 1 million users in its first year. Trending: Think you're saving enough for your kids? You might be dangerously off — see why The Chip On Her Shoulder Is The Point Gates didn't avoid the obvious advantage. She acknowledged it, then turned it into motivation. "I have been so incredibly blessed with the life that I have been given and I have so much privilege that I want to take that and do something," she said. Then came the line that frames everything she's building. "The chip on my...
Nvidia Corp will deliver one million graphics processing units to Amazon.com, Inc.'s Web Services. AWS Locks In Massive Multi-Year GPU Deal Ian Buck, Nvidia's vice president of hyperscale and high-performance computing, told Reuters on Thursday that shipments will begin this year and continue through 2027. While both companies confirmed the agreement earlier, the timeline had not been disclosed. D...
Nvidia Corp will deliver one million graphics processing units to Amazon.com, Inc.'s Web Services. AWS Locks In Massive Multi-Year GPU Deal Ian Buck, Nvidia's vice president of hyperscale and high-performance computing, told Reuters on Thursday that shipments will begin this year and continue through 2027. While both companies confirmed the agreement earlier, the timeline had not been disclosed. Don't Miss: Amazon and Nvidia did not immediately respond to Benzinga’s request for comment. Beyond GPUs: Networking And AI Inference Chips Included The agreement goes beyond GPUs, encompassing a broader suite of Nvidia technologies. This includes Spectrum networking chips and ConnectX systems designed to accelerate data transfer within data centers. AWS will also deploy a mix of Nvidia's newer chips, including its recently introduced Groq offerings, alongside several others to improve AI inference — the process of generating real-time outputs from trained models. Trending: This Startup Thinks It Can Reinvent the Wheel — Literally $1 Trillion Opportunity Signals Long-Term Growth The deal aligns with CEO Jensen Huang's projection of a $1 trillion revenue opportunity tied to Nvidia's next-generation Blackwell and Rubin chip platforms. Despite developing its own custom hardware, AWS's continued reliance on Nvidia underscores the chipmaker's dominance in the rapidly expanding AI ecosystem. Photo Courtesy: Mijansk786 on Shutterstock.com Read Next: This Under-$1 Pre-IPO AI Company Is Still Open to Retail Investors — Learn More It’s no wonder Jeff Bezos holds over $250 million in art — this alternative asset has outpaced the S&P 500 since 1995, delivering an average annual return of 11.4%. Here’s how everyday investors are getting started. UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga: This article Nvidia To Deliver 1 Mi...
Key Points Hancock Prospecting added 828,245 shares of NexGen Energy in the fourth quarter; the estimated trade size was $7.31 million. Meanwhile, the quarter-end position value increased by $9.81 million, reflecting both additional shares and share price movement. The quarter-end position stood at 9,078,245 shares valued at $83.66 million. 10 stocks we like better than NexGen Energy › On February...
Key Points Hancock Prospecting added 828,245 shares of NexGen Energy in the fourth quarter; the estimated trade size was $7.31 million. Meanwhile, the quarter-end position value increased by $9.81 million, reflecting both additional shares and share price movement. The quarter-end position stood at 9,078,245 shares valued at $83.66 million. 10 stocks we like better than NexGen Energy › On February 17, 2026, Hancock Prospecting disclosed a buy of NexGen Energy (NYSE:NXE), adding 828,245 shares in an estimated $7.31 million trade based on quarterly average pricing. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Hancock Prospecting increased its position in NexGen Energy by 828,245 shares. The estimated transaction value was $7.31 million, calculated using the average share price over the fourth quarter of 2025. The fund’s quarter-end stake totaled 9,078,245 shares, with a reported value of $83.66 million, up $9.81 million from the prior filing. What else to know The fund’s buy lifted NexGen Energy to 2.57% of 13F AUM. Top holdings after the filing: NASDAQ: QQQ: $784.91 million (24.1% of AUM) NYSE: MP: $750.79 million (23.1% of AUM) NYSE: TECK: $493.19 million (15.2% of AUM) NYSE: HBM: $289.00 million (8.9% of AUM) NYSE: NXE: $83.66 million (2.6% of AUM) As of Friday, NexGen Energy shares were priced at $11.26, skyrocketing 123% over the past year as the S&P 500 instead gained 15%. Company overview Metric Value Price (as of Friday) $11.26 Market capitalization $7.4 billion Net income (TTM) ($309.7 million) Company snapshot NexGen Energy focuses on the acquisition, exploration, evaluation, and development of uranium properties, with the flagship Rook I project in Saskatchewan. The firm operates as an exploration and development stage company, generating value through advancing uranium assets toward production. It is headquartered in Vancouver, Canada, with principal operations in the Athabasca Basin region. NexGen E...
Oscar Wong | Moment | Getty Images As headlines swirl about trouble in the private credit market , investors might wonder whether it means significant problems lie ahead for these assets. Right now, pockets of weakness exist. Those shouldn't be ignored, but they don't foretell a broad-based meltdown among private credit funds, some financial advisors say. "Some caution is reasonable, but the idea ...
Oscar Wong | Moment | Getty Images As headlines swirl about trouble in the private credit market , investors might wonder whether it means significant problems lie ahead for these assets. Right now, pockets of weakness exist. Those shouldn't be ignored, but they don't foretell a broad-based meltdown among private credit funds, some financial advisors say. "Some caution is reasonable, but the idea that private credit is on the verge of widespread trouble is overstated," said certified financial planner Crystal Cox, a senior vice president for Wealthspire Advisors in Madison, Wisconsin. More from Financial Advisor Playbook: Student loan forgiveness is taxable again. How to plan for a five-figure IRS bill Trump accounts have 'more unanswered questions than answered,' expert says Home sellers start getting lower prices at 70, research shows — here's why Bigger SALT cap may 'drive higher refunds,' tax expert says — who benefits Trump accounts could grow to $50,000 or more, president says. Advisors weigh in Housing affordability isn't just hurting buyers: More homeowners are falling behind In an affordability crunch, Gen Z adults lean on their parents for financial help Penalty-free withdrawals from 401(k)s can now pay for long-term care insurance Tax changes Social Security beneficiaries may see based on new laws 53% of investors with a required withdrawal for 2025 still haven't taken it: Fidelity The first step workers should take after a layoff, as job losses soar "Some of the pressure you're seeing in headlines … has more to do with a maturing market than systemic stress," Cox said. "What's really happening is the shift from a young, high-return market to a more competitive, mature one where manager selection and underwriting discipline matter a lot more." Overall, any exposure to private credit should be a small share of your investments, said Cox. "For most individual investors, keeping it to no more than about 5% of the overall portfolio is a sensible way to access...
Industrials, materials, and financials carry the strongest weight in this week’s quant rankings for upcoming earnings, while health care and parts of technology dominate the weakest-scoring names. A total of 213 companies are scheduled to report. This week’s top-rated names are led by aerospace and defense company AAR ( AIR ), which holds a strong quant rating of 4.84, followed by asset manager No...
Industrials, materials, and financials carry the strongest weight in this week’s quant rankings for upcoming earnings, while health care and parts of technology dominate the weakest-scoring names. A total of 213 companies are scheduled to report. This week’s top-rated names are led by aerospace and defense company AAR ( AIR ), which holds a strong quant rating of 4.84, followed by asset manager Noah Holdings ( NOAH ) at 4.78. Chemicals producer Braskem ( BAK ) and aerospace and defense firm Karman Holdings ( KRMN ) also rank among the highest with scores of 4.69 and 4.63, respectively. Other notable names include KalVista Pharmaceuticals ( KALV ), Carnival ( CCL ), and Commercial Metals ( CMC ), reflecting solid factor strength across biotechnology, travel and leisure, and metals. On the downside, health care names feature prominently among the lowest-rated stocks. Semiconductor company Blaize Holdings ( BZAI ) holds the weakest score at 1.01, followed closely by Fractyl Health ( GUTS ) at 1.03 and MaxCyte ( MXCT ) at 1.07. Other laggards include LENZ Therapeutics ( LENZ ), TELA Bio ( TELA ), and Beyond Meat ( BYND ), pointing to weaker readings across valuation, growth, and momentum factors in these segments. Other high-profile companies set to report earnings this week include Lithium Argentina ( LAC ), Ondas ( ONDS ), and Chewy ( CHWY ). All three carry Hold ratings with scores of 2.68 , 3.46 , and 2.82, respectively. Seeking Alpha’s Quant Rating system grades stocks based on their relative performance on critical quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are assigned on a scale from 1 to 5, with any score of 3.5 or above considered a bullish rating and any score of 2.5 or below indicating a bearish assessment. Here are the top-rated upcoming earnings stocks, ranked by Quant: AAR ( AIR ), Quant Rating : 4.84. Noah Holdings Limited ( NOAH ), Quant Rating : 4.78. Braskem S.A. ( BAK ), Quant Rating : 4.69. Karman ...
Vivek Vishwakarma/iStock via Getty Images Now is a great time to pick up high-yielding stocks on the cheap, especially when their valuations support a solid margin of safety. Plus, while the market remains focused on a return on capital, I’m more content with getting a return of capital from dividends. That’s because with each dividend payment, my initial investment capital is de-risked, and the p...
Vivek Vishwakarma/iStock via Getty Images Now is a great time to pick up high-yielding stocks on the cheap, especially when their valuations support a solid margin of safety. Plus, while the market remains focused on a return on capital, I’m more content with getting a return of capital from dividends. That’s because with each dividend payment, my initial investment capital is de-risked, and the payback period from dividends is far lower than that of the S&P 500 ( SPY ). This brings me to the following 2 picks, both of which trade less than peers and offer yields in the 7-12% range. Both operate in different industries, offering investors immediate diversification. Let’s explore what makes each a compelling ‘Buy’ for income and value! #1: Morgan Stanley Direct Lending Morgan Stanley Direct Lending Fund ( MSDL ) is a BDC that sits at the intersection of private credit and institutional-scale origination. It’s externally managed by Morgan Stanley ( MS ) and is a part of the latter’s broader credit platform. In fact, 76% of MSDL’s deals over the past 6 years were done with multiple Morgan Stanley touchpoints. Benefits of this arrangement include MSDL’s ability to leverage MS’s investment banking relationships to source proprietary deals. Notably, MS charges MSDL a below-average base management fee of 1.0%, sitting below the 1.5% industry standard that BDCs like Ares Capital ( ARCC ) charge. At present, MSDL has a $3.8 billion investment portfolio that’s mostly comprised of first-lien debt, representing 96% of the portfolio. MSDL’s loans are private equity sponsor-backed with a weighted average loan-to-value ratio of 40%. This means that there is a substantial 60% equity buffer to guard against potential borrower defaults. The portfolio is diversified across 227 borrowers, with no single borrower comprising over 2% of the portfolio total. As shown below, Software, Insurance, IT Services, Commercial Services, and Professional Services make up the top 5 out of 35 industri...
Ruslan Danyliuk/iStock Editorial via Getty Images Back in September I initiated coverage on Kyivstar Group ( KYIV ), the Ukrainian telecom company that offers what is effectively the only pure play Ukrainian stock on the US markets. I rated them a hold, on the basis that while the multiples were pretty appealing compared to the sector at large, there were some obvious problems. The obvious risk Ky...
Ruslan Danyliuk/iStock Editorial via Getty Images Back in September I initiated coverage on Kyivstar Group ( KYIV ), the Ukrainian telecom company that offers what is effectively the only pure play Ukrainian stock on the US markets. I rated them a hold, on the basis that while the multiples were pretty appealing compared to the sector at large, there were some obvious problems. The obvious risk Kyivstar has is the war in Ukraine, which poses immediate operational risks to the company and is having a deleterious impact on the Ukrainian economy in general. The other big concern was that, unlike virtually every other foreign telecom of note, Kyivstar pays no dividends. Six months later, the stock is trading at roughly the same point it was before, but there are some new factors that I think are pertinent, as well as some long-standing concerns. Before we get into that, though, we’ve got new annual reports to parse through. Growing Revenue, Weakening Margins In addition to its telecom services, Kyivstar has added some side businesses, like ride-sharing service Uklon and medical record storage company Helsi. That’s not unusual; lots of foreign telecoms dip their toes into various businesses. As margins go, however, the growth doesn’t seem to be doing them any favors. 2023 2024 2025 Revenue $915 million $919 million $1.16 billion Operating Income $363 million $348 million $274 million Operating Margin 39.7% 37.9% 23.6% Net Income $281 million $283 million $124 million GAAP EPS $1.36 $1.37 57¢ Click to enlarge (Source: most recent 20-F from SEC) We’ve got headline revenue growth, to be sure, but Kyivstar also came out of 2025 with substantial margin deterioration, which absolutely clobbered the bottom line. In the end, they came in with a P/E ratio of 17.72, which is roughly in line with the sector’s 18.51. While Kyivstar had previously been trading at vastly lower multiples than other telecoms, that’s no longer the case. There are some pretty clear problems going on here ...
The US Supreme Court will consider upending key election deadlines in as many as 29 states with a case that draws the justices into President Donald Trump ’s campaign against mail-in ballots. The justices hear arguments Monday in a Mississippi clash over laws that allow ballots to be counted even if they don’t arrive until shortly after Election Day. The Republican Party and the Trump administrati...
The US Supreme Court will consider upending key election deadlines in as many as 29 states with a case that draws the justices into President Donald Trump ’s campaign against mail-in ballots. The justices hear arguments Monday in a Mississippi clash over laws that allow ballots to be counted even if they don’t arrive until shortly after Election Day. The Republican Party and the Trump administration say grace periods across the country are incompatible with federal law. The dispute is part of a multipronged GOP effort to transform federal election rules in advance of a November election that could see the party lose control of Congress. Trump separately is pushing congressional Republicans to enact a sweeping law that would largely outlaw mail ballots, which he insists lead to widespread fraud despite studies and court decisions rejecting such claims. “Mail-in ballots are corrupt,” Trump said in August. “You can never have a real democracy with mail-in ballots.” Critics say Republicans are trying to suppress the votes of people likely to support Democrats. “They’re trying to kick out of the electorate voters who they would rather not have participate in the election,” Marc Elias , a lawyer who often represents the Democratic Party and is helping defend the Mississippi law, said in a call with reporters. It isn’t clear how much, if at all, Republicans would be helped by a ruling that tightens deadlines for mail-in ballots given that the party increasingly depends on voters who use that option. Read More: Trump’s Drive to Limit Mail-in Voting Threatens GOP Candidates Trump Forces Senate Voter ID Showdown Ahead of Midterms Why It’s Hard for Trump to ‘Nationalize’ Voting Rules: QuickTake The rules governing mail ballots have been a recurring topic in recent elections, with Republicans generally arguing for strict deadlines and Democrats for more flexibility. Mail voting accounted for 30% of the turnout in the 2024 election, according to the US Election Assistance Commis...
Fermat Capital Management says a European proposal to limit retail investors’ access to catastrophe bonds faces serious pushback, as money managers specialized in insurance-linked strategies mount a coordinated front. John Seo , co-founder and managing director of the Connecticut-based hedge fund manager, says he’s been working with others in the industry to try to shield the market for cat bonds ...
Fermat Capital Management says a European proposal to limit retail investors’ access to catastrophe bonds faces serious pushback, as money managers specialized in insurance-linked strategies mount a coordinated front. John Seo , co-founder and managing director of the Connecticut-based hedge fund manager, says he’s been working with others in the industry to try to shield the market for cat bonds from the disruption he worries would follow such a regulatory intervention. He also says investors would ultimately find ways to work around stricter rules. “We’ve been heavily involved in the industry responses and coordinated with our peers in the industry to consolidate our stance,” he said in an interview. So “we’ve been very actively involved in all this.” At issue is a proposal by the European Securities and Markets Authority that the European Commission limit the extent to which highly complex instruments such as cat bonds be included in UCITS, which is a fund category intended to protect retail investor interests. The recommendation, if acted on by the EU’s executive arm, would have major ramifications for the $60 billion market for cat bonds, of which UCITS funds currently account for almost a third. “This is frankly an unprecedented thing, if it were to occur,” Seo said. Fermat, which has about $11 billion in assets, is the world’s biggest hedge fund manager focused on catastrophe bonds. The extent to which retail investors should be exposed to complex, niche markets more broadly is a question that’s drawn renewed focus of late. Through exchange-traded funds and business development companies, for example, retail investors have increasingly been gaining access to markets that were traditionally the preserve of professionals. In some cases, strains are emerging. In less liquid private market funds, there are examples of investors getting burned as financial firms impose caps on redemptions and even gate funds. Read More: JPMorgan, Goldman Offer Hedge Funds Way to S...
Key Points Tesla faces increased competition for the Model Y. Some competitors, however, are pulling back. These 10 stocks could mint the next wave of millionaires › As of last quarter, Tesla (NASDAQ: TSLA) controls more than half of the U.S. electric vehicle (EV) market. This is not unusual for the company. For years, Tesla has dominated the EV category in the U.S. What is unusual, however, is th...
Key Points Tesla faces increased competition for the Model Y. Some competitors, however, are pulling back. These 10 stocks could mint the next wave of millionaires › As of last quarter, Tesla (NASDAQ: TSLA) controls more than half of the U.S. electric vehicle (EV) market. This is not unusual for the company. For years, Tesla has dominated the EV category in the U.S. What is unusual, however, is the competitive landscape moving forward. In some ways, Tesla will face more competition this year than ever before. But in other ways, the competitive landscape has improved considerably. There are two important factors to understand about Tesla's unusual competitive position in 2026. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. Tesla will get more competition for its biggest moneymaker in 2026 Tesla is the No. 1 EV brand in the U.S. by sales volumes. But it may not be for long. When you dig into Tesla's sales numbers, you'll find one curious fact: One model is responsible for the bulk of Tesla's annual car sales. Last year, for example, Tesla shipped 418,227 vehicles. Around 406,000 of those vehicles were either a Model 3 or Model Y -- Tesla's two affordable models. And yet, an even closer look reveals that more than 350,000 units of that figure included Model Y shipments alone. Put together, Tesla's Model Y accounts for more than 80% of Tesla's unit volumes in 2025. Tesla CEO Elon Musk revealed earlier this year that the company will soon discontinue production of its luxury Model S and Model X models, meaning that the Model Y will become an even more important revenue and profit driver for the company. But starting next month, the Model Y will face one of its biggest competitive threats in years: Rivian's (NASDAQ: RIVN) R2 SUV. Rivian's R2 won't be alone. Once shipments begin to scale, the company...
Key Points AI is a game-changing technology that PwC analysts believe can create $15.7 trillion in global economic value by 2030. Demand for Nvidia's and AMD's graphics processing units (GPUs) has been insatiable, leading to sales growth of 68% and 32% for their respective data center segments last year. However, shares of both companies plunged following their latest earnings reports, signaling t...
Key Points AI is a game-changing technology that PwC analysts believe can create $15.7 trillion in global economic value by 2030. Demand for Nvidia's and AMD's graphics processing units (GPUs) has been insatiable, leading to sales growth of 68% and 32% for their respective data center segments last year. However, shares of both companies plunged following their latest earnings reports, signaling that a much-needed reset of investors' AI expectations may be forthcoming. 10 stocks we like better than Nvidia › The advent and proliferation of the internet began altering corporate growth trajectories more than three decades ago. Since then, investors have been waiting (impatiently) for the next technological leap forward. While several other hyped trends followed in the footsteps of the internet, including nanotechnology, 3D printing, and blockchain technology, it's artificial intelligence (AI) that's truly stepped up. Analysts at PwC believe artificial intelligence can add $15.7 trillion to the global economy by 2030. If this estimate is even remotely close, it explains why shares of graphics processing unit (GPU) titans Nvidia(NASDAQ: NVDA) and Advanced Micro Devices(NASDAQ: AMD), commonly known as "AMD," have soared. Since the start of 2023, shares of Nvidia and AMD have climbed by 1,140% and 208%, respectively. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But while the operating results of this dynamic duo validate investors' excitement, Wall Street's immediate reaction to their quarterly results is nothing short of a $711 billion warning that AI investors can't ignore. Nvidia and AMD have laid a solid foundation as GPU titans However, before digging into the details behind this warning, investors need to understand how Nvidia and AMD became two of the most consequential companies in the AI aren...
Vietnam’s prime minister left on Sunday for an official visit to Russia during which the two nations will sign several agreements, including on oil and gas cooperation, Hanoi said. Prime Minister Pham Minh Chinh’s trip to the major oil-producing nation from Sunday to Wednesday comes as Vietnam seeks to shore up its fuel reserves amid global supply disruptions due to the war in the Middle East. His...
Vietnam’s prime minister left on Sunday for an official visit to Russia during which the two nations will sign several agreements, including on oil and gas cooperation, Hanoi said. Prime Minister Pham Minh Chinh’s trip to the major oil-producing nation from Sunday to Wednesday comes as Vietnam seeks to shore up its fuel reserves amid global supply disruptions due to the war in the Middle East. His visit will focus on deepening ties with Russia and expanding cooperation in trade, investment and energy, Vietnam’s government said in a statement on Sunday. Advertisement “During this visit, a series of important agreements related to nuclear power plant projects, as well as cooperation in energy and oil and gas will be signed,” another statement from Hanoi said on Saturday. “Cooperation in oil and gas energy will be reinforced in all fields of trade, exploration, extraction, and human resource training,” it added. Advertisement Since the US-Israel war against Iran began in late February, sparking fuel price hikes and fears of shortages around the world, the cost of 95-octane petrol and diesel in Vietnam, a manufacturing hub, has soared by 50 per cent and 70 per cent respectively.
The government’s top cost of living adviser has called on ministers to explore a temporary cap on the profits of energy and petrol companies to prevent them from cashing in excessively on the war in the Middle East. Richard Walker – a Labour peer, the chair of Iceland supermarkets and the prime minister’s “cost of living champion” – said he had asked the government to examine limiting how much bus...
The government’s top cost of living adviser has called on ministers to explore a temporary cap on the profits of energy and petrol companies to prevent them from cashing in excessively on the war in the Middle East. Richard Walker – a Labour peer, the chair of Iceland supermarkets and the prime minister’s “cost of living champion” – said he had asked the government to examine limiting how much businesses were able to benefit from higher energy prices after Iran’s blockade of the strait of Hormuz, a crucial shipping route for Europe’s oil and gas, and the wider conflict in the region. “I have asked the government to consider a temporary profit cap … to stop producers and retailers exploiting the crisis to make windfall profits at the expense of consumers,” Walker wrote in a column in the Sunday Times. “As executive chairman of a retailer, I have no problem with profit. It’s what allows businesses to invest, employ people and pay tax. But I do have a big problem with profiteering, especially when families are under real pressure.” His comments come after suggestions that the chancellor, Rachel Reeves, had been planning to ease the UK’s existing windfall tax – the energy profits levy – before the US and Israel attacked Iran on 28 February with airstrikes that killed Iran’s supreme leader, Ali Khamenei. They also come as Chris O’Shea, the chief executive of the British Gas owner, Centrica, said an increase in energy prices may be “inescapable” if the war in the Middle East “stays as it is”, although he predicted that petrol prices would be affected much more than energy bills. “The world uses about 100m barrels of oil a day. We’ve lost about 20% of that through the strait of Hormuz. The loss of gas through the strait of Hormuz being closed is about three or 4% of global gas,” he told the BBC’s Sunday with Laura Kuenssberg programme. “So the impact on gas, and therefore on electricity bills, should be lower than the impact on oil. So my gut feel is that you’ll see more o...
Key Points AI is a game-changing technology that PwC analysts believe can create $15.7 trillion in global economic value by 2030. Demand for Nvidia's and AMD's graphics processing units (GPUs) has been insatiable, leading to sales growth of 68% and 32% for their respective data center segments last year. However, shares of both companies plunged following their latest earnings reports, signaling t...
Key Points AI is a game-changing technology that PwC analysts believe can create $15.7 trillion in global economic value by 2030. Demand for Nvidia's and AMD's graphics processing units (GPUs) has been insatiable, leading to sales growth of 68% and 32% for their respective data center segments last year. However, shares of both companies plunged following their latest earnings reports, signaling that a much-needed reset of investors' AI expectations may be forthcoming. 10 stocks we like better than Nvidia › The advent and proliferation of the internet began altering corporate growth trajectories more than three decades ago. Since then, investors have been waiting (impatiently) for the next technological leap forward. While several other hyped trends followed in the footsteps of the internet, including nanotechnology, 3D printing, and blockchain technology, it's artificial intelligence (AI) that's truly stepped up. Analysts at PwC believe artificial intelligence can add $15.7 trillion to the global economy by 2030. If this estimate is even remotely close, it explains why shares of graphics processing unit (GPU) titans Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD), commonly known as "AMD," have soared. Since the start of 2023, shares of Nvidia and AMD have climbed by 1,140% and 208%, respectively. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But while the operating results of this dynamic duo validate investors' excitement, Wall Street's immediate reaction to their quarterly results is nothing short of a $711 billion warning that AI investors can't ignore. Nvidia and AMD have laid a solid foundation as GPU titans However, before digging into the details behind this warning, investors need to understand how Nvidia and AMD became two of the most consequential companies in the AI ar...
Although AMD's Instinct series GPUs haven't been able to keep up with Nvidia over a short sprint, its chips nevertheless remain highly valuable. They're less costly than Nvidia's hardware and may offer shorter wait times. First-mover advantage in the AI space isn't all about compute, and AMD can absolutely take advantage of this dynamic. To build on this point, it's unlikely that AMD or any overse...
Although AMD's Instinct series GPUs haven't been able to keep up with Nvidia over a short sprint, its chips nevertheless remain highly valuable. They're less costly than Nvidia's hardware and may offer shorter wait times. First-mover advantage in the AI space isn't all about compute, and AMD can absolutely take advantage of this dynamic. To build on this point, it's unlikely that AMD or any overseas competitors will close the gap anytime soon. Nvidia CEO Jensen Huang is spearheading an aggressive innovation cycle that'll see a new advanced AI chip introduced annually. The Vera Rubin GPU will succeed Blackwell Ultra when it hits the market in the second half of 2026. Nvidia's GPUs have held a virtual monopoly in enterprise data center market share for years. Several generations of its GPUs, including Hopper, Blackwell, and Blackwell Ultra, have been superior to external competitors, including AMD, in terms of compute capabilities. Most of the hoopla surrounding these juggernauts stems from their GPUs. While both companies have other product lines, many of which are profitable/successful, investors' focus has been on growth in their respective GPUs -- i.e., the brains powering split-second decision-making, generative AI solutions, and large language model training in AI-accelerated data centers. However, before digging into the details behind this warning, investors need to understand how Nvidia and AMD became two of the most consequential companies in the AI arena. But while the operating results of this dynamic duo validate investors' excitement, Wall Street's immediate reaction to their quarterly results is nothing short of a $711 billion warning that AI investors can't ignore . Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Analysts at PwC believe artificial intelligence can add $15.7 trillion ...
beekeepx/iStock via Getty Images Shares of Arcosa ( ACA ) have seen quite a pullback in recent weeks, with shares having fallen from a high of $130 to $100 per share. This followed the release of the 2025 results, and certainly after the company provided the outlook for the current year. That news flow actually followed a substantial divestment announced just days before, enough of a reason to upd...
beekeepx/iStock via Getty Images Shares of Arcosa ( ACA ) have seen quite a pullback in recent weeks, with shares having fallen from a high of $130 to $100 per share. This followed the release of the 2025 results, and certainly after the company provided the outlook for the current year. That news flow actually followed a substantial divestment announced just days before, enough of a reason to update coverage on the firm here. The company is divesting its inland barge business, a cyclical and capital-intensive business. While this is taking place at somewhat cheaper multiples, frankly, this looks fair. Amidst all these observations, I applaud the strategic transformation that the company made in recent years, which, combined with a lagging share price, leaves a highly-regarded business trading at reasonable multiples here. All this makes me rather upbeat here, willing to buy shares on dips, with shares down meaningfully from their recent peak. Other, higher conviction ideas, including secular growth plays in industrial segments, can be found at Value In Corporate Events . A Solid 2025 Arcosa reported its full-year results in February, with full year sales up 12% to $2.88 billion. The company is quite diversified, with nearly half of sales generated from construction materials and products. This is complemented by a large, near $1.2 billion engineered structures business, comprised of utility and wind towers, complemented by a near $400 million inland barges business. Operating profits of $342 million came in at 11.8% of sales, up a full four points from the year before. In between interest expenses and taxes, GAAP earnings improved in a huge way to $208 million, for earnings equal to $4.24 per share. Adjusted earnings came in at $4.47 per share, with the gap to GAAP earnings being both small and fair. Net debt is reported at $1.31 billion, for a 2.2 times leverage ratio based on adjusted EBITDA reported at $583 million. The 49 million shares of the company now trade...
Inside a rare lab that's blazing a bold trail as it hunts for new drugs toggle caption Tommy Trenchard for NPR Kelly Chibale says that the hunt for new drugs is kind of like a fairy-tale quest. And it takes a lot of time and patience. "It doesn't mean that there aren't surprises or miracles," he says. "They do happen, but you have to kiss many frogs before you meet the prince." The "prince" might ...
Inside a rare lab that's blazing a bold trail as it hunts for new drugs toggle caption Tommy Trenchard for NPR Kelly Chibale says that the hunt for new drugs is kind of like a fairy-tale quest. And it takes a lot of time and patience. "It doesn't mean that there aren't surprises or miracles," he says. "They do happen, but you have to kiss many frogs before you meet the prince." The "prince" might just be a new medicine to treat malaria or tuberculosis. This search is what motivated Chibale to found the Holistic Drug Discovery and Development (H3D) Centre at the University of Cape Town in South Africa, where he currently serves as director. Sponsor Message The discovery of new medicines often takes place in North America, Europe and Asia. So that's where the agenda tends to be set for which diseases to treat and who benefits. But Chibale says H3D is a rare facility in Africa with everything needed to discover drugs for some of humanity's most intractable ailments. For the 61-year-old Zambian, it's a natural outgrowth of his love of chemistry. When he was a student and started visualizing molecules and puzzling through how to transform one into another, he knew that he had found his cerebral soulmate. Chibale grabs a chemistry book off the shelf in his office and riffles through a parade of molecules — each one like an old friend. "Calicheamicin, zaragozic acid, taxol, brevetoxin B even — all of them are here!," he exclaims. "It's a science, but it's also an art. And that's what really fascinates me about organic chemistry, and I fell in love. When you fall in love, you can't explain," he says with a laugh. That love affair is what led Chibale to found his center so he and his team can go, in his words, drug hunting. "When you go hunting, you are hungry," he says. Sponsor Message And he's confident that this unrelenting hunt and hunger will pay off before long. A return to Africa Chibale moved to the U.K. and U.S. for graduate school and to work as a researcher. That'...