Iranian strikes on bases used by US caused $800m in damage, new analysis shows Much of the damage was caused in initial retaliatory strikes by Iran in the week after the US and Israel launched its operation.
Iranian strikes on bases used by US caused $800m in damage, new analysis shows Much of the damage was caused in initial retaliatory strikes by Iran in the week after the US and Israel launched its operation.
Key Points Early retirement could backfire if you don't have ample savings. It's not a good idea to bank on risky investments. Remember that you'll need to pay for health insurance, which could get expensive. The $23,760 Social Security bonus most retirees completely overlook › It's easy to see the appeal of early retirement. Instead of showing up to work every morning exhausted and annoyed after ...
Key Points Early retirement could backfire if you don't have ample savings. It's not a good idea to bank on risky investments. Remember that you'll need to pay for health insurance, which could get expensive. The $23,760 Social Security bonus most retirees completely overlook › It's easy to see the appeal of early retirement. Instead of showing up to work every morning exhausted and annoyed after battling traffic, you could instead spend your days sleeping in, pursuing hobbies, and not having to log in to meetings. But while retiring early may be something you want to do, that doesn't mean it's a good idea. Here are a few signs that it could, in fact, end up being a total disaster. 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. You have decent savings, but not a whole lot There's no single savings amount that guarantees you'll have enough money to support yourself in retirement. This applies whether you're retiring early, late, or on time. But if you're retiring early, your money might need to last for more than 30 years. And remember, the earliest you can claim Social Security is 62. If you retire at 54, that means you'll have eight years where your portfolio will have to do all of the heavy lifting. Before you retire, take a close look at your savings and make sure you've really built a robust enough nest egg for an early workforce exit. A $1 million IRA may be just fine if you're retiring at 65. At 55, it may fall short. 2. You're banking on risky investments to sustain a larger withdrawal rate It's important to keep your retirement savings invested so that money continues to generate returns. The stronger your returns are, the easier it becomes to beat inflation and maintain your buying power without a job. But if you're counting on risky investments to generate returns and allow for a com...
Tristan Fewings/Getty Images Entertainment Vita Coco Company ( COCO ) is set to replace TEGNA ( TGNA ) in the S&P SmallCap 600 index ( VIOO ) next week, the S&P Dow Jones Indices announced on Friday, sending shares of the coconut water brand higher in after-hours trading. Shares of Vita Coco ( COCO ) added 5% in the post-market in reaction to the move, which is scheduled to take place before the m...
Tristan Fewings/Getty Images Entertainment Vita Coco Company ( COCO ) is set to replace TEGNA ( TGNA ) in the S&P SmallCap 600 index ( VIOO ) next week, the S&P Dow Jones Indices announced on Friday, sending shares of the coconut water brand higher in after-hours trading. Shares of Vita Coco ( COCO ) added 5% in the post-market in reaction to the move, which is scheduled to take place before the market opens on Mar. 25. Index additions often lead to additional buying before the effective date of the changes, as funds that track the benchmark indices adjust holdings to reflect the new constituents. TEGNA’s ( TGNA ) exclusion from the S&P SmallCap 600 index ( VIOO ) comes after the company completed its $6.2B merger with rival broadcast station group Nexstar Media ( NXST ) on Mar. 20. More on Vita Coco, TEGNA, etc. Nexstar Media's Aim For Scale Drives Instant Value, But Shares No Longer Cheap Vita Coco: Valuation Is Too High For My Appetite The Vita Coco Company, Inc. (COCO) Presents at Consumer Analyst Group of New York Conference 2026 - Slideshow Eight states ask judge to temporarily block Nexstar, Tegna integration FCC clears $6.2B sale of Tegna to Nexstar despite state objections
Key Points International Business Machines is a gigantic tech company with an over 100-year history. It has proven adept at providing its business customers with the services they need while also investing in the tech of the future. 10 stocks we like better than International Business Machines › International Business Machines (NYSE: IBM) stock surged back to life over the last three years, more t...
Key Points International Business Machines is a gigantic tech company with an over 100-year history. It has proven adept at providing its business customers with the services they need while also investing in the tech of the future. 10 stocks we like better than International Business Machines › International Business Machines (NYSE: IBM) stock surged back to life over the last three years, more than doubling in value. That remains true despite a material pullback in 2026 as investors worry about the impact that artificial intelligence (AI) will have on its business. Here's why now could still be a good time to buy IBM if you are a long-term investor. International Business Machines changes with the times The main reason to buy IBM now, after a recent drawdown, is the technology giant's quantum computing business. While AI is the darling of Wall Street today, quantum is waiting in the wings to join, if not take over, the spotlight. AI uses massive amounts of computer power, and quantum has the potential to vastly increase the amount of computing power available. 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 » However, the reason to buy IBM stock isn't directly related to quantum computing. That's really a sign of a much bigger story. To understand IBM, you really need to go back about 100 years, to the company's founding. When IBM started out, it made things like scales. That's a far cry from quantum computing, which is the important takeaway. IBM didn't simply spring into existence; it evolved and changed over time into the business it is today. The company has proven, many times over, that it can keep pace with the technology that its largely business customers need and want. IBM has a unique culture Not many companies manage to survive as long as IBM has. It requires a specific culture that liv...
The British Parliament still has 92 unelected lawmakers who inherit seats by bloodline. They're all older white men. A new law now phases them out, for the first time in nearly 1,000 years. (Image credit: Susannah Ireland for NPR)
The British Parliament still has 92 unelected lawmakers who inherit seats by bloodline. They're all older white men. A new law now phases them out, for the first time in nearly 1,000 years. (Image credit: Susannah Ireland for NPR)
The stock market is certainly taking investors on a roller-coaster ride. However, there are some excellent dividend stocks I own in my portfolio that still allow me to sleep soundly at night. In this video, I'll discuss Prologis (NYSE: PLD), Realty Income (NYSE: O), and three more. *Stock prices used were the morning prices of March 20, 2026. The video was published on March 21, 2026. Will AI crea...
The stock market is certainly taking investors on a roller-coaster ride. However, there are some excellent dividend stocks I own in my portfolio that still allow me to sleep soundly at night. In this video, I'll discuss Prologis (NYSE: PLD), Realty Income (NYSE: O), and three more. *Stock prices used were the morning prices of March 20, 2026. The video was published on March 21, 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 » Should you buy stock in Prologis right now? Before you buy stock in Prologis, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Prologis wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $495,179!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,058,743!* Now, it’s worth noting Stock Advisor’s total average return is 898% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 21, 2026. Matt Frankel, CFP has positions in Digital Realty Trust, Prologis, Realty Income, Starbucks, and Walt Disney. The Motley Fool has positions in and recommends Digital Realty Trust, Prologis, Realty Income, Starbucks, and Walt Disney. The Motley Fool has a disclosure policy. Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they w...
Getty Images Introduction Blockchains like Ethereum and Solona, among others, allow for something called staking. Owners of ETH or SOL can “stake” their tokens, effectively locking up their tokens, as a means of creating stability for the network. In return, the owners of staked coins receive a yield in the form of the native token. To unstake tokens, the owners may need to wait a few days to over...
Getty Images Introduction Blockchains like Ethereum and Solona, among others, allow for something called staking. Owners of ETH or SOL can “stake” their tokens, effectively locking up their tokens, as a means of creating stability for the network. In return, the owners of staked coins receive a yield in the form of the native token. To unstake tokens, the owners may need to wait a few days to over a week. From a tokenomics perspective, the yield incentivizes investors to buy the tokens as a productive asset and the locking mechanism reduces the supply available to be sold on the open market. The idea is that it creates buyer demand and reduces selling. The ability to stake tokens is glaringly absent from the Canton Network and frankly, I love that it is. Instead of paying out Canton Coin to those that simply buy and stake the coin, all Canton Coin rewards go to those that add value to the network either in the form of building applications or validating transactions. This incentivizes long term value creation on the network rather than speculating on the token. I believe this is hands down a better long-term incentive structure for how rewards should be paid out but this does not address the other benefit to staking which is that it slows the ability to sell. However, the Canton Networks has now taken steps to address this gap with CIP-0105 . This approved proposal created a rewards structure that incentivizes the Super Validators on the network to lockup a significant percentage of their past and future Super Validator rewards. While this change did not result in an immediate increase in the price of the coin, I do believe it makes the coin more valuable in the long run. (Note: This article is largely focused on the CIP-0105 update with little background on the overall network. If you want to gain a deeper understanding of the Canton Network, including some of the risks associated with the Canton Coin, I recommend checking out my previous Seeking Alpha article on t...
Nurphoto | Getty Chicago attorney Rachel Cohen owes more than $8,000 in federal income taxes — but has intentionally left that balance unpaid . "I'm not paying my federal income tax this year," Cohen said in a widely viewed TikTok video from March 2 about her decision. The 31-year-old community organizer filed her federal tax return, which shows a balance due of $8,830, according to a tax document...
Nurphoto | Getty Chicago attorney Rachel Cohen owes more than $8,000 in federal income taxes — but has intentionally left that balance unpaid . "I'm not paying my federal income tax this year," Cohen said in a widely viewed TikTok video from March 2 about her decision. The 31-year-old community organizer filed her federal tax return, which shows a balance due of $8,830, according to a tax document reviewed by CNBC. But Cohen said she deliberately chose to withhold payment of that bill as a protest against immigration detention, including ICE facilities , and U.S. strikes on Iran launched without congressional approval. While voicing resistance to taxes is legal, refusing to pay taxes owed can violate federal law and lead to serious penalties. "It's completely OK to be unhappy and be dissatisfied with our government," said Josh Youngblood, owner of The Youngblood Group, a Dallas-based tax firm. "But not paying taxes, or engaging in tax fraud or evasion, is not the answer." In addition to penalties and interest that start accruing immediately on their past-due balances, tax protesters can face "long-term consequences ," such as wage garnishment, a tax lien on property or even jail time, according to Michele Frank, associate professor of accountancy at Miami University. Federal courts have a long track record of siding with the Internal Revenue Service in cases involving tax resistance, routinely dismissing these claims as frivolous and, in some instances, imposing additional penalties. Read more CNBC personal finance coverage 'War tax resistance' gains attention amid Iran conflict, but IRS penalties apply Average IRS tax refund is up 10.8%, new filing data shows Your tax refund could be smaller than expected this season. Here's why What may happen to Social Security benefits in six years if Congress doesn't act Trump officials task Treasury Department with student loan collection Harvard University tops this year's list of 'dream colleges': The Princeton Review 9% of ...
Heavy strikes echoed across Tehran during one of the country’s biggest holidays as Tel Aviv said it had “acted alone” in striking Iran’s South Pars gasfield, a move that further escalated the conflict. Donald Trump said on Friday he was considering “winding down” military operations. He wrote on social media: “We are getting very close to meeting our objectives.” But Israeli defence minister Israe...
Heavy strikes echoed across Tehran during one of the country’s biggest holidays as Tel Aviv said it had “acted alone” in striking Iran’s South Pars gasfield, a move that further escalated the conflict. Donald Trump said on Friday he was considering “winding down” military operations. He wrote on social media: “We are getting very close to meeting our objectives.” But Israeli defence minister Israel Katz said that strikes will “intensify” in the next week, with a “significant” rise in attacks. Despite the war, some Iranians said they were determined to celebrate Nowruz, the Persian new year. Others felt the moment did not allow for it. Nowruz – also celebrated across Central Asia, parts of the Caucasus and among Kurds throughout the Middle East – marks the spring equinox, and is traditionally seen as a time of renewal, hope, and new beginnings. Since 28 February, when the war began, most vendors in Tajrish Bazaar, one of the capital’s liveliest covered markets, had shuttered their shops. But in the days leading up to Nowruz, some of the market’s usual energy had returned, said Ali, a 20-year-old vegetable seller. People arrived to buy flowers, fresh greens and food, as well as colourfully decorated eggs and goldfish, seen as symbols of life and movement during new year celebrations. In their home in central Tehran, Darya, a 48-year-old painter, was determined to mark Nowruz despite the war. “We must preserve our traditions, especially in times like these,” she said. “It’s an important part of our culture.” She celebrated with her husband, Mohammad, 50, and their daughter Masiha, 25, a computer science graduate. Together, they laid out Haft Seen, the traditional table set with seven symbolic items representing wishes such as renewal or prosperity for the year ahead, arranging it carefully in their living room. For others, Nowruz came with loss. An airstrike on the Tehran Province Electricity Distribution Company in Shohada Square had destroyed Erfan’s pastry shop, Kho...
time99lek/iStock via Getty Images AGNC Investment ( AGNC ) has transitioned into a policy-supported carry vehicle over the past couple of years. The current setup in terms of spreads, funding costs and hedging supports the low teens yields. The recent sell-off since January presents AGNC at ~20% lower prices without a deterioration of its core earnings fundamentals. We are seeing interest rate mov...
time99lek/iStock via Getty Images AGNC Investment ( AGNC ) has transitioned into a policy-supported carry vehicle over the past couple of years. The current setup in terms of spreads, funding costs and hedging supports the low teens yields. The recent sell-off since January presents AGNC at ~20% lower prices without a deterioration of its core earnings fundamentals. We are seeing interest rate movements pressuring mark to market book values. Since there is no evidence of spread stability deteriorating (in fact it is in a favorable regime), the volatility in prices could actually offer great entry points for income investors. Spread Outlook in Carry Regime The core business model at AGNC is earning from the spread between its investments in long term mortgage backed securities and short term borrowing (repo funding). Since leveraged spreads are the core earnings driver, AGNC sets up hedges against interest rate shocks. Given this model, AGNC was under structural stress in 2022-23 with rapid increase in interest rates pushing funding costs higher. Volatility in the rate environment made mortgage backed securities difficult to price too. This was bad news for both the carry trade as spreads were unstable and book values were under mark to market losses. This period of share price erosion and lower yields can be seen in the charts below. Data by YCharts Data by YCharts Since 2024 we have moved into a regime where spreads, funding, and volatility has stabilized simultaneously. As spreads stabilized, earnings became more predictable. And as volatility declined, book value started holding up. The 2025 spread trends show this stability in spreads despite intra-year fluctuations. To put those fluctuations in perspective, take a look at the spread instability in 2022 and 2023. Spreads Trends - AGNC (Quarterly Earnings Decks - AGNC) Net interest spreads expanded initially to above 3% but then became inconsistent, due to a rapid rise in funding costs and a potential lag in hedg...
OpenAI plans to almost double its headcount by the end of 2026 as it seeks to fend off competition from companies such as Anthropic PBC and Alphabet Inc. ’s Google, according to the Financial Times . The maker of AI assistant ChatGPT will look to increase headcount to about 8,000 from about 4,500, the FT said, citing two people with direct knowledge of the matter whom it didn’t identify. The new h...
OpenAI plans to almost double its headcount by the end of 2026 as it seeks to fend off competition from companies such as Anthropic PBC and Alphabet Inc. ’s Google, according to the Financial Times . The maker of AI assistant ChatGPT will look to increase headcount to about 8,000 from about 4,500, the FT said, citing two people with direct knowledge of the matter whom it didn’t identify. The new hires will largely work across product development, engineering, research and sales, according to the report. OpenAI has taken new office space in San Francisco to accommodate its growing staff count, taking its footprint in the city to more than 1 million square feet, the newspaper added. OpenAI didn’t immediately respond to a request for comment. The hiring plans come amid a race with competitors including Anthropic and Microsoft Corp. to woo corporate customers using AI as coding assistants. Firms like OpenAI have unveiled a number of AI models that can take on increasingly complicated tasks — from analyzing company earnings reports to writing code and generating startlingly realistic-looking images and videos. Last week, OpenAI revealed plans to acquire Astral, a startup that makes Python tools for developers. Earlier in March, it agreed to buy AI security startup Promptfoo, adding tools to test and secure AI agents before deployment, Last year, it bought startups including Software Applications Inc. and Neptune. The firm is also in advanced discussions to form a joint venture with private equity firms, including TPG Inc., Brookfield Asset Management and Bain Capital, that would focus on bolstering adoption of its AI software, Bloomberg reported .
Over the past three years, Nvidia (NVDA 3.17%) has produced incredible returns while riding the wave of a rapidly growing artificial intelligence (AI) market. However, the bears argue that at some point, demand for the company's AI chips will cool, and the tech giant will be one of the corporations to experience a significant correction as the AI bubble bursts. That may not be anytime soon, though...
Over the past three years, Nvidia (NVDA 3.17%) has produced incredible returns while riding the wave of a rapidly growing artificial intelligence (AI) market. However, the bears argue that at some point, demand for the company's AI chips will cool, and the tech giant will be one of the corporations to experience a significant correction as the AI bubble bursts. That may not be anytime soon, though. Nvidia's CEO Jensen Huang continues to be bullish on the future of AI, and he recently said something that implies that demand for the company's chips isn't about to slow down; quite the opposite. Here's what investors need to know. The future is still bright Nvidia's data center segment accounts for most of its revenue and has been the main driver of sales growth over the past few years. In the fourth quarter of its fiscal year 2026, ending on Jan. 25, total revenue came in at $68.1 billion, up 73% year over year. Data center revenue was $62.3 billion (or 91% of the total top line), up 75% year over year, driven by expanding demand for AI chips. Here's the problem, if there is one: Nvidia itself says that its revenue is significantly concentrated among a few customers. During its fiscal year 2026, one of its direct customers accounted for 22% of total revenue, while another accounted for 14%. It did not say which, but we can try to guess: It is likely one of the leading cloud computing players, such as Amazon or Microsoft. Whomever it is, though, what happens if they significantly slow down these investments in AI chips? Nvidia's revenue will decline meaningfully. Not to worry. Huang does not believe that will happen. Here's what he said during Nvidia's fourth quarter earnings conference call: We have now seen the inflection of agentic AI and the usefulness of agents across the world and enterprises everywhere. Expand NASDAQ : NVDA Nvidia Today's Change ( -3.17 %) $ -5.66 Current Price $ 172.90 Key Data Points Market Cap $4.2T Day's Range $ 171.73 - $ 178.11 52wk Range $...
UK COVID Inquiry Finds Lockdowns May Have Cost 1000s Of Lives Authored by Steve Watson via Modernity.news, The authoritarian COVID lockdowns and stay-at-home orders sold as life-saving measures have been unmasked once again as a deadly failure of big government overreach. A new UK Covid-19 Inquiry report has concluded that the relentless “Stay Home, Protect the NHS, Save Lives” messaging likely co...
UK COVID Inquiry Finds Lockdowns May Have Cost 1000s Of Lives Authored by Steve Watson via Modernity.news, The authoritarian COVID lockdowns and stay-at-home orders sold as life-saving measures have been unmasked once again as a deadly failure of big government overreach. A new UK Covid-19 Inquiry report has concluded that the relentless “Stay Home, Protect the NHS, Save Lives” messaging likely cost thousands of lives by convincing people they could not get access to health services. The inquiry, led by Baroness Hallett, slammed the slogan created by Cabinet Office officials without input from health leaders. It “led some people to feel they must avoid burdening the NHS” and “may have inadvertently sent the message that healthcare was closed,” contributing to a sharp decline in A&E attendances for life-threatening emergencies such as heart attacks. Stay at home advice during Covid cost lives, inquiry concludes https://t.co/Lm4uaR8hvV — Times Politics (@timespolitics) March 19, 2026 The report states plainly: “It is clear that, during the pandemic, worsening delays in diagnosis and treatment led to increased ill-health and suffering and, in some cases, cost lives.” Some patients waited so long their conditions became “untreatable,” with permanent loss of mobility. Baroness Hallett stressed: “It is important that government communication campaigns do not deter those in need from accessing healthcare.” She urged future governments to consult healthcare professionals on messaging “to avoid unintended consequences.” Office for National Statistics data backs this up, recording more than 17,000 excess deaths from non-Covid conditions at the height of the pandemic. Cancer screenings were paused, diagnoses plummeted, and non-urgent care cancellations left patients suffering. Hospital visiting bans were branded too tough, with dying people left alone and families devastated. But at least we got to enjoy the dancing nurse videos in near-empty hospitals. pic.twitter.com/rJ6XPcc...
Key Points Demand for Nvidia's AI chips is set to increase, if Huang's recent comments are accurate. That means the stock could still deliver outstanding returns from here on out. 10 stocks we like better than Nvidia › Over the past three years, Nvidia (NASDAQ: NVDA) has produced incredible returns while riding the wave of a rapidly growing artificial intelligence (AI) market. However, the bears a...
Key Points Demand for Nvidia's AI chips is set to increase, if Huang's recent comments are accurate. That means the stock could still deliver outstanding returns from here on out. 10 stocks we like better than Nvidia › Over the past three years, Nvidia (NASDAQ: NVDA) has produced incredible returns while riding the wave of a rapidly growing artificial intelligence (AI) market. However, the bears argue that at some point, demand for the company's AI chips will cool, and the tech giant will be one of the corporations to experience a significant correction as the AI bubble bursts. That may not be anytime soon, though. Nvidia's CEO Jensen Huang continues to be bullish on the future of AI, and he recently said something that implies that demand for the company's chips isn't about to slow down; quite the opposite. Here's what investors need to know. 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 » The future is still bright Nvidia's data center segment accounts for most of its revenue and has been the main driver of sales growth over the past few years. In the fourth quarter of its fiscal year 2026, ending on Jan. 25, total revenue came in at $68.1 billion, up 73% year over year. Data center revenue was $62.3 billion (or 91% of the total top line), up 75% year over year, driven by expanding demand for AI chips. Here's the problem, if there is one: Nvidia itself says that its revenue is significantly concentrated among a few customers. During its fiscal year 2026, one of its direct customers accounted for 22% of total revenue, while another accounted for 14%. It did not say which, but we can try to guess: It is likely one of the leading cloud computing players, such as Amazon or Microsoft. Whomever it is, though, what happens if they significantly slow down these investments in AI chips? Nvidia's revenue ...
It's easy to see the appeal of early retirement. Instead of showing up to work every morning exhausted and annoyed after battling traffic, you could instead spend your days sleeping in, pursuing hobbies, and not having to log in to meetings. But while retiring early may be something you want to do, that doesn't mean it's a good idea. Here are a few signs that it could, in fact, end up being a tota...
It's easy to see the appeal of early retirement. Instead of showing up to work every morning exhausted and annoyed after battling traffic, you could instead spend your days sleeping in, pursuing hobbies, and not having to log in to meetings. But while retiring early may be something you want to do, that doesn't mean it's a good idea. Here are a few signs that it could, in fact, end up being a total disaster. 1. You have decent savings, but not a whole lot There's no single savings amount that guarantees you'll have enough money to support yourself in retirement. This applies whether you're retiring early, late, or on time. But if you're retiring early, your money might need to last for more than 30 years. And remember, the earliest you can claim Social Security is 62. If you retire at 54, that means you'll have eight years where your portfolio will have to do all of the heavy lifting. Before you retire, take a close look at your savings and make sure you've really built a robust enough nest egg for an early workforce exit. A $1 million IRA may be just fine if you're retiring at 65. At 55, it may fall short. 2. You're banking on risky investments to sustain a larger withdrawal rate It's important to keep your retirement savings invested so that money continues to generate returns. The stronger your returns are, the easier it becomes to beat inflation and maintain your buying power without a job. But if you're counting on risky investments to generate returns and allow for a comfortable withdrawal rate, you may be in for a rude awakening. All it takes is a single major market downturn in the first few years of retirement for your portfolio to sustain losses it never recovers from. A better bet? Aim for a more even mix of stocks and bonds in your portfolio. And if you need supplemental income due to lower portfolio returns, join the gig economy to get it. Or wait a few years for your assets to grow a bit more. 3. You haven't factored in health insurance costs Healthcar...
airdone/iStock via Getty Images Setting The Stage Advanced packaging is gaining traction at a CAGR of 8.39% , driven by the demand for high-performance semiconductors. This demand is majorly from electric vehicles (EVs), advanced driver assistance systems (ADAS), and other high-performance products. I am looking at this market tailwind as an anchor on which advanced packaging relies on. This is wh...
airdone/iStock via Getty Images Setting The Stage Advanced packaging is gaining traction at a CAGR of 8.39% , driven by the demand for high-performance semiconductors. This demand is majorly from electric vehicles (EVs), advanced driver assistance systems (ADAS), and other high-performance products. I am looking at this market tailwind as an anchor on which advanced packaging relies on. This is why I believe Amkor Technology, Inc ( AMKR ) is continuously positioning itself in this market to seize the opportunity. As we speak, AMKR is the most relied on company in advanced packaging by the world’s leading semiconductor companies in completing their semiconductor designs. From the recently released FY2025 report, Amkor recorded 82.8% of the revenues from advanced products. AMKR is already in a profitable advanced packaging business at a net income of about $374 million in FY2025, up from $354 million in FY2024. Even more interesting, AMKR is in partnership with NVIDIA, a world-leading chip designer, and will be providing scale advanced packaging at its Arizona facility , scheduled to commence production by 2028 . This is a testament that the company is operating on an existing reality heading to other possibilities I will explain later such as Arizona’s new fab. With this whole semiconductor ecosystem in favour of Amkor, I believe this is why AMKR’s price return is currently at about 136%%, beating the S&P 500, which is at approximately 15% over the last one year. Seeking Alpha The Reality In Advanced Packaging Before I get into AMKR specifics, I will first look at the market tailwinds around advanced packaging. To begin with, let’s look at it this way. Think of an existing business in a rapidly growing market that has hit the road by recording positive YoY growth. But this company has not settled at that point. Instead, it continues to invest more capital to provide advanced products that match the market needs to increase its market access. Realistically, this would...