Key Points The Motley Fool surveyed 2,000 retirees to find out what makes a place well-suited for retirement. Important factors include quality of life, healthcare access, and housing affordability. Some of the top places to retire are the results one might expect, while others were unexpected. The $23,760 Social Security bonus most retirees completely overlook › There's no right way to retire and...
Key Points The Motley Fool surveyed 2,000 retirees to find out what makes a place well-suited for retirement. Important factors include quality of life, healthcare access, and housing affordability. Some of the top places to retire are the results one might expect, while others were unexpected. The $23,760 Social Security bonus most retirees completely overlook › There's no right way to retire and no perfect amount to save. Everyone has their own preferences. Some prefer to live their lives exactly how they did before retirement, while others want to travel or purchase second homes. Others want to live an even simpler lifestyle than before. Regardless of how you want to retire, it's a good idea to set goals and plan. 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 » Looking at expert advice and public data can be helpful. Research can also help determine where you want to retire. The U.S. is massive, and there are many undiscovered gems that people may at least want to consider or weigh against their initial retirement destinations. Here are the top five best places to retire in the U.S., according to recent research from Motley Fool. How the survey was conducted Earlier this year, The Motley Fool analyzed every U.S. county using primary and secondary data. This included surveying 2,000 retired Americans to identify the best retirement locations by county. The Motley Fool first identified seven key retirement preferences, based on the survey results, and then assigned weights to them. The weights are as follows: Quality of life: 31% Healthcare access and quality: 15% Housing affordability: 13% Crime and safety: 12% Weather and climate: 12% State and local taxes: 11% Non-housing affordability: 6% The Motley Fool then applied these weightings to secondary data from eight public and institutional data ...
SweetBunFactory/iStock via Getty Images A tightening in memory chip supply, driven by accelerating capital expenditure on AI infrastructure, is redistributing earnings across the semiconductor sector, pressuring end-market customers while improving pricing power and margins for memory manufacturers. For smartphone chipmaker Qualcomm ( QCOM ), constrained component availability and shifting capital...
SweetBunFactory/iStock via Getty Images A tightening in memory chip supply, driven by accelerating capital expenditure on AI infrastructure, is redistributing earnings across the semiconductor sector, pressuring end-market customers while improving pricing power and margins for memory manufacturers. For smartphone chipmaker Qualcomm ( QCOM ), constrained component availability and shifting capital allocation towards AI servers rather than handsets threaten to make 2026 a challenging year. For SanDisk ( SNDK ), however, the imbalance is proving beneficial. NAND flash has become a critical enabler of AI workloads, supporting the vast data storage and retrieval demands of large language models and high-performance computing clusters. As hyperscalers accelerate investments in AI capacity, supply of enterprise solid-state drives (SSDs) has tightened, pushing up prices. Unlike more diversified memory players such as Samsung ( SSNLF ) (KRX:005930), SK hynix (HXSC.F) (KRX:000660), and Micron ( MU ), which are major suppliers of both DRAM and NAND, SanDisk is a pure-play NAND developer and manufacturer. Visible Alpha consensus estimates point to a sharp earnings jump for SanDisk driven by these market conditions. SanDisk's NAND and SSD bit shipments are projected to rise 23% year-on-year to 135,434 million units in 2026, while average selling prices are expected to climb 77% to $0.11 per bit. The combination of volume and pricing power is forecast to drive total revenue up 113% to $15.7 billion. Profitability is set to swing even more sharply. Net income is projected to reach $6 billion in 2026, compared with a $1.6 billion loss last year. Diluted earnings per share are expected to jump to $37.96 from a negative $11.32, underscoring the operational leverage inherent in memory markets when pricing turns favorable. However, the buoyant earnings outlook has done little to shield memory stocks from broader market volatility. US-listed memory stocks have fallen in tandem with the...
Quant rankings for the upcoming earnings calendar show strength in materials and consumer-related names, while several health care, technology, and communication services companies appear among the weakest-scoring stocks. Silver miner Avino Silver & Gold Mines ( ASM ) leads the list with a quant rating of 4.83, followed by gold producer Harmony Gold Mining Company ( HMY ) at 4.81, underscoring str...
Quant rankings for the upcoming earnings calendar show strength in materials and consumer-related names, while several health care, technology, and communication services companies appear among the weakest-scoring stocks. Silver miner Avino Silver & Gold Mines ( ASM ) leads the list with a quant rating of 4.83, followed by gold producer Harmony Gold Mining Company ( HMY ) at 4.81, underscoring strong factor momentum across precious metals companies in the materials sector. Consumer names also feature prominently among the top-rated group, including food distributor United Natural Foods ( UNFI ) and fashion retailer Industria de Diseño Textil ( IDEXY ), both with ratings of 4.72, alongside apparel retailer Zumiez ( ZUMZ ). Health care and biotechnology companies appear more frequently among the lowest-ranked names. Angel Studios ( ANGX ) in the communication services sector holds the weakest score in the group at 1.06, followed by biotechnology company Exagen ( XGN ) with a rating of 1.07. Other low-scoring stocks include industrial machinery maker Realbotix ( XBOTF ) and software company Digimarc ( DMRC ), reflecting weaker readings across valuation, growth, or momentum factors. High-profile companies set to report earnings this week include NIO ( NIO ), Oracle ( ORCL ), Adobe ( ADBE ), and Hewlett Packard Enterprise ( HPE ) . Three of the companies, NIO, Oracle, and Adobe, carry Hold ratings, while Hewlett Packard Enterprise holds a Buy rating. Their respective quant scores stand at 2.98 , 3.43 , 2.98, and 3.95, respectively. Seeking Alpha’s Quant system ranks stocks based on their relative performance across critical quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are given on a scale from 1 to 5, with any score of 3.5 or above considered a bullish rating, while 2.5 or below indicates a bearish assessment. Here are the top-rated upcoming earnings stocks, ranked by Quant: Avino Silver & Gold Mines ( ASM ), Quant Rating...
President Donald Trump and Attorney General Pam Bondi are being sued by two investors who claim that the approval of a deal allowing TikTok to become a separate American-owned entity was unlawful. Zhaocheng Anthony Tan, who has stakes in Alphabet, and Garrett Reid, a shareholder in META, have initiated the lawsuit on Thursday. They argue that the deal allowing TikTok to spin off into a separate Am...
President Donald Trump and Attorney General Pam Bondi are being sued by two investors who claim that the approval of a deal allowing TikTok to become a separate American-owned entity was unlawful. Zhaocheng Anthony Tan, who has stakes in Alphabet, and Garrett Reid, a shareholder in META, have initiated the lawsuit on Thursday. They argue that the deal allowing TikTok to spin off into a separate American-owned entity violated a law requiring its parent company, ByteDance, to divest from the app or face a U.S. ban. The Public Integrity Project, which filed the lawsuit, contends that the deal would let ByteDance maintain control over all key aspects of TikTok, defeating the intent of the TikTok Law. Don't Miss: Tan and Reid assert that the approval of the deal has resulted in financial harm to them as investors in competing companies, creating a “legal impediment to [their] financial recovery.” The lawsuit seeks to renegotiate the deal to prevent Trump administration allies from having the power to censor political content on one of the world's most popular media platforms. Notably, it does not seek to force a U.S. ban on TikTok. TikTok: A Timeline Of Events 2019 – U.S. national security concerns emerge over TikTok during Trump's first term. Officials and lawmakers warn that China's National Intelligence Law could force Chinese companies to share data with Beijing. 2020– Trump unsuccessfully tried to ban TikTok and ordered ByteDance to divest its stake in TikTok’s U.S. operations within 90 days. ByteDance challenged the order and was granted extensions. 2022- The U.S. banned TikTok on Federal devices. Trending: Before the IPO: How One Company Quietly Locked Up 500+ Iconic Character Rights 2023–TikTok CEO Shou Zi Chew testified before Congress, repeatedly denying that the app shares user data or has ties to the Chinese Communist Party (CCP). 2024 – A law is passed requiring ByteDance to sell its U.S. assets by January 2025 or face a ban and potential fines. The law was ...
watch now VIDEO 8:25 08:25 Why these Gen Zers are ditching college degrees for blue-collar careers Make It James Vandall, 25, said his interest in becoming an electrician first sparked, so to say, when workers were recently redoing the wiring on the third floor of his home. "I asked them how I could go about getting into that trade," he said. Part of the appeal, he said, was working with his hands...
watch now VIDEO 8:25 08:25 Why these Gen Zers are ditching college degrees for blue-collar careers Make It James Vandall, 25, said his interest in becoming an electrician first sparked, so to say, when workers were recently redoing the wiring on the third floor of his home. "I asked them how I could go about getting into that trade," he said. Part of the appeal, he said, was working with his hands. "Initially, I really didn't know what I wanted to do. I went to college and then left," he said. "I sort of bounced around from job to job throughout the years until I eventually landed on trades." Vandall is now enrolled in Rosedale Technical College in Pittsburgh. After the 16-month program, the school's job placement program typically puts students directly into a position in the field — an increasingly rare feat in today's job market . Read more CNBC personal finance coverage Middle-income homebuyers have $30,000 more buying power than a year ago Average IRS tax refund is up 10.6%, early filing data shows GOP 'big beautiful bill' to deal 'shock' to the ACA marketplace: health experts As millions claim Trump's 'no tax on overtime' deduction, filers risk mistakes S&P 500 shrugs off 1% daily drops all the time. Investors can too, advisors say Where investors can look for stability as the Iran war rattles markets What the Iran war market turmoil means for those nearing retirement Musk says Grok can help with your taxes. What experts say about AI and tax prep New bill would update anti-poverty program, 'a critical lifeline': Warren There's a push to cut capital gains taxes on home sales to add supply for buyers Iran war and your portfolio: Historical stock market patterns investors should know Trump says '401(k)s are way up' — but workers are tapping them at record rates AI, layoffs spur workers to want a career change, survey finds — but few may do it Poor coordination can cost couples an average $14,000 in retirement wealth Gold price jumps on Middle East turmoil. What t...
Even before last weekend, Pacific Investment Management Co.’s Daniel Ivascyn was preparing for turbulence. With AI-related jitters reverberating through markets and private credit tremors setting off alarms, the chief investment officer at Pimco and manager of the world’s largest active bond fund was making adjustments — reducing corporate credit and stockpiling cash-equivalent holdings that could...
Even before last weekend, Pacific Investment Management Co.’s Daniel Ivascyn was preparing for turbulence. With AI-related jitters reverberating through markets and private credit tremors setting off alarms, the chief investment officer at Pimco and manager of the world’s largest active bond fund was making adjustments — reducing corporate credit and stockpiling cash-equivalent holdings that could be quickly sold to take advantage of any dislocations, while still favoring medium-dated Treasuries. “Then a war breaks out in the Middle East,” Ivascyn said in an interview, “and now you have additional concerns.” Just as investors closed their books on a month when mounting concerns over corporate risks fueled demand for the perceived safety of Treasuries, the US-Israeli attack on Iran raised a whole new set of worries — and triggered a different response. Instead of acting as a refuge, US government bonds took their cue from surging crude prices and yields shot up, with inflation fears taking center stage at a time when prices are already running higher than central banks would like. “That’s the type of tension in terms of markets that we have seen in the last few days,” Ivascyn said. Then at week’s end, a report showing a surprise drop in US payrolls added yet another cross-current to the mix, and raised the specter of stagflation. As hostilities in the Middle East grind on for a second week, the human toll and geopolitical ramifications of the war remain of paramount concern. But for investors in the $31 trillion US bond market, the conflict has also served to complicate a defining trade for 2026 that had seemed straightforward: collect interest of around 4% and wait for the Federal Reserve, under its incoming chair, to resume cutting interest rates. While that strategy is still working, risks are on the rise, with more spinning plates to juggle. ‘Serious Move’ The unfolding conflict has forced some of the world’s largest asset managers to reassess their assumptions a...
Police investigate an explosion outside the U.S. Embassy in Oslo toggle caption Hans O. Torgersen/AP/NTB Scanpix OSLO — Norwegian police are investigating an explosion outside the U.S. Embassy in Oslo early Sunday, officials said. No injuries were reported. Police received reports of a "loud bang" or explosion around 1 a.m., Oslo police said in a news release. The explosion was caused by some sort...
Police investigate an explosion outside the U.S. Embassy in Oslo toggle caption Hans O. Torgersen/AP/NTB Scanpix OSLO — Norwegian police are investigating an explosion outside the U.S. Embassy in Oslo early Sunday, officials said. No injuries were reported. Police received reports of a "loud bang" or explosion around 1 a.m., Oslo police said in a news release. The explosion was caused by some sort of incendiary device, Oslo police representative Frode Larsen said during a news conference Sunday. Investigators believe the embassy was the target and are searching for the perpetrators and their motive. Local media reported minor damage to an entrance of the embassy, and people nearby said the street was blanketed in thick smoke following the blast. Police are seeking to talk to witnesses. Sponsor Message PST, the Norwegian police security service, called in additional personnel following the incident but has not changed the country's terror threat level, according to communication adviser Martin Bernsen. "This is an unacceptable incident that is being treated with the utmost seriousness," said Astri Aas-Hansen, Norway's minister of justice and public security. "The police have stated that they are investigating the case with significant resources, and that nothing indicates the situation poses any danger to the public." The U.S. Embassy in Oslo referred media queries to the U.S. State Department, which did not immediately return a request for comment. Nor did Oslo police. Other details were not available.
Key Points Dividend King Becton, Dickinson has an incredible dividend history and an attractive yield. Medtronic's dividend history is impressive, but the real draw is the growth potential of its new surgical robot. 10 stocks we like better than Becton › Most investors don't associate the healthcare sector with dividends, but there are some pretty impressive dividend stocks to be had. Two that sta...
Key Points Dividend King Becton, Dickinson has an incredible dividend history and an attractive yield. Medtronic's dividend history is impressive, but the real draw is the growth potential of its new surgical robot. 10 stocks we like better than Becton › Most investors don't associate the healthcare sector with dividends, but there are some pretty impressive dividend stocks to be had. Two that stand out today are Becton, Dickinson (NYSE: BDX) and Medtronic (NYSE: MDT). Here's why these unstoppable dividend stocks could find a home in your portfolio today. Becton, Dickinson is a Dividend King The big dividend story with Becton, Dickinson is that it has increased its dividend annually for more than 50 years, placing it on the highly elite list of Dividend Kings. Becton, Dickinson isn't really a headline player, like Eli Lilly is with its dominant GLP-1 drugs. Becton, Dickinson is more of a "pick-and-shovel" play, with a large medical-surgical business (basics like syringes) and medical device operations, among other things. 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 company hasn't been executing well of late, but it has a pipeline of new products that should help to get the company moving in the right direction again. And it just completed the spinoff of a division that didn't fit well with the rest of its business. That should allow management to focus more keenly on returning to growth. Add in a well-above-market 2.4% yield, and dividend investors who think in decades may want to consider jumping aboard while Wall Street is still downbeat on the stock. Medtronic is setting itself up for growth Medical device peer Medtronic is just a couple of years shy of Dividend King status. So its dividend bona fides are very strong as well. The stock's dividend yield is an even more attractive 2.9%. L...
Vinva Investment Management Ltd boosted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 25.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 205,443 shares of the electric vehicle producer's stock after acquiring an additional 42,323 shares during the quarter. Tesla comprises 1.8% of Vin...
Vinva Investment Management Ltd boosted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 25.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 205,443 shares of the electric vehicle producer's stock after acquiring an additional 42,323 shares during the quarter. Tesla comprises 1.8% of Vinva Investment Management Ltd's holdings, making the stock its 8th largest holding. Vinva Investment Management Ltd's holdings in Tesla were worth $91,054,000 as of its most recent SEC filing. Get Tesla alerts: Sign Up Several other large investors have also modified their holdings of the business. Relyea Zuckerberg Hanson LLC increased its position in shares of Tesla by 0.4% during the 3rd quarter. Relyea Zuckerberg Hanson LLC now owns 6,558 shares of the electric vehicle producer's stock worth $2,916,000 after purchasing an additional 23 shares during the last quarter. Equita Financial Network Inc. lifted its position in Tesla by 2.8% in the third quarter. Equita Financial Network Inc. now owns 855 shares of the electric vehicle producer's stock valued at $380,000 after buying an additional 23 shares during the last quarter. VanderPol Investments L.L.C. boosted its stake in Tesla by 2.2% during the third quarter. VanderPol Investments L.L.C. now owns 1,070 shares of the electric vehicle producer's stock worth $464,000 after buying an additional 23 shares during the period. Resonant Capital Advisors LLC boosted its stake in Tesla by 0.3% during the third quarter. Resonant Capital Advisors LLC now owns 8,577 shares of the electric vehicle producer's stock worth $3,814,000 after buying an additional 23 shares during the period. Finally, Cloud Capital Management LLC increased its position in shares of Tesla by 1.1% during the third quarter. Cloud Capital Management LLC now owns 2,076 shares of the electric vehicle producer's stock valued at $923,000 after acquiring an addition...
Vinva Investment Management Ltd lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 11.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 122,305 shares of the semiconductor manufacturer's stock after purchasing an additional 12,837 shares during the qua...
Vinva Investment Management Ltd lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 11.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 122,305 shares of the semiconductor manufacturer's stock after purchasing an additional 12,837 shares during the quarter. Vinva Investment Management Ltd's holdings in Advanced Micro Devices were worth $19,735,000 at the end of the most recent reporting period. Several other institutional investors have also bought and sold shares of AMD. Impax Asset Management Group plc boosted its holdings in shares of Advanced Micro Devices by 326.5% in the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer's stock valued at $8,424,000 after acquiring an additional 39,861 shares in the last quarter. Global Retirement Partners LLC acquired a new position in shares of Advanced Micro Devices during the second quarter valued at approximately $4,519,000. Swiss National Bank raised its holdings in Advanced Micro Devices by 7.5% during the second quarter. Swiss National Bank now owns 4,917,975 shares of the semiconductor manufacturer's stock worth $697,861,000 after purchasing an additional 341,000 shares in the last quarter. New York State Common Retirement Fund raised its holdings in Advanced Micro Devices by 8.4% during the second quarter. New York State Common Retirement Fund now owns 2,239,239 shares of the semiconductor manufacturer's stock worth $317,748,000 after purchasing an additional 172,745 shares in the last quarter. Finally, Zweig DiMenna Associates LLC lifted its position in Advanced Micro Devices by 127.6% in the third quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer's stock worth $11,746,000 after purchasing an additional 40,708 shares during the period. Institutional investors and hedge fund...
Key Points The company grew same-store sales (SSS) by nearly 8% in the fourth quarter while most restaurant chains saw traffic decline. Coffee and energy drinks give it two shots at the largest beverage categories in the country. Free cash flow flipped from negative $128 million to positive $54 million in three years. 10 stocks we like better than Dutch Bros › Will AI create the world's first tril...
Key Points The company grew same-store sales (SSS) by nearly 8% in the fourth quarter while most restaurant chains saw traffic decline. Coffee and energy drinks give it two shots at the largest beverage categories in the country. Free cash flow flipped from negative $128 million to positive $54 million in three years. 10 stocks we like better than Dutch Bros › 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 » Dutch Bros (NYSE: BROS) is not a typical restaurant stock. With most companies, investors have to worry about market saturation. Not with Dutch Bros. The coffee chain, based in the Pacific Northwest with 1,136 shops, thinks it can reach 3,500 locations before leaving the markets it's already in. If you live east of Texas, you probably have never heard of Dutch Bros. The company sells cold beverages, coffee, and energy drinks through the drive-thru. That's pretty much the operational complexity-small footprint, minimal staffing, and iced drinks on the go. The model is simple. The important part: Its customers love it. Roughly 7 in 10 transactions come from its 15 million loyalty members. The company just posted its 19th consecutive year of positive SSS growth. The model works, and it's no surprise it's spreading eastward. More than coffee Blue Rebel is the company's proprietary energy drink line. Think "have it your way" energy drinks at the window. Introduced in 2012, customized energy drinks now account for around 25% of total sales. The category is outpacing coffee consumption industrywide, and Blue Rebel skews heavily toward Gen Z at generally higher margins. That said, all of us who choose not to partake in the pulse-pounding know that coffee consumption's not going anywhere either. Over half of all U.S. coffee is now purchased at the drive-thru. Dutch Bros sells into both categories throug...
Vinva Investment Management Ltd lifted its position in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 37.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 105,795 shares of the semiconductor manufacturer's stock after purchasing an additional 28,923 shares during the quarter. Vinva Investment Ma...
Vinva Investment Management Ltd lifted its position in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 37.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 105,795 shares of the semiconductor manufacturer's stock after purchasing an additional 28,923 shares during the quarter. Vinva Investment Management Ltd's holdings in Micron Technology were worth $17,340,000 at the end of the most recent reporting period. Several other hedge funds and other institutional investors have also recently bought and sold shares of MU. REAP Financial Group LLC bought a new stake in Micron Technology in the 3rd quarter valued at $25,000. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Micron Technology in the 3rd quarter valued at $27,000. Howard Hughes Medical Institute bought a new position in shares of Micron Technology during the 2nd quarter worth about $30,000. AlphaQuest LLC lifted its holdings in shares of Micron Technology by 13,250.0% during the 2nd quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer's stock worth $33,000 after acquiring an additional 265 shares during the period. Finally, Cullen Frost Bankers Inc. boosted its position in shares of Micron Technology by 79.3% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer's stock valued at $33,000 after acquiring an additional 88 shares in the last quarter. 80.84% of the stock is owned by institutional investors. Get Micron Technology alerts: Sign Up Key Micron Technology News Here are the key news stories impacting Micron Technology this week: Analysts Set New Price Targets A number of research firms recently weighed in on MU. HSBC upped their target price on shares of Micron Technology from $350.00 to $500.00 and gave the company a "buy" rating in a research note on Friday, January 23rd. Wedbush set a $320.00 pr...
Vinva Investment Management Ltd raised its position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 25.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 206,593 shares of the wireless technology company's stock after purchasing an additional 42,342 shares during the quarter. Qualcomm accounts for 0.7% of Vinva Investmen...
Vinva Investment Management Ltd raised its position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 25.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 206,593 shares of the wireless technology company's stock after purchasing an additional 42,342 shares during the quarter. Qualcomm accounts for 0.7% of Vinva Investment Management Ltd's portfolio, making the stock its 22nd largest position. Vinva Investment Management Ltd's holdings in Qualcomm were worth $34,150,000 at the end of the most recent reporting period. Get Qualcomm alerts: Sign Up A number of other hedge funds have also modified their holdings of QCOM. Norges Bank purchased a new stake in Qualcomm in the second quarter valued at approximately $2,713,603,000. Amundi raised its position in Qualcomm by 38.2% during the 2nd quarter. Amundi now owns 11,533,094 shares of the wireless technology company's stock worth $1,866,451,000 after buying an additional 3,186,524 shares during the last quarter. Dimensional Fund Advisors LP raised its position in Qualcomm by 36.8% during the 3rd quarter. Dimensional Fund Advisors LP now owns 6,552,427 shares of the wireless technology company's stock worth $1,090,025,000 after buying an additional 1,764,252 shares during the last quarter. Viking Global Investors LP raised its position in Qualcomm by 120.1% during the 2nd quarter. Viking Global Investors LP now owns 3,152,866 shares of the wireless technology company's stock worth $502,125,000 after buying an additional 1,720,529 shares during the last quarter. Finally, Rafferty Asset Management LLC lifted its stake in Qualcomm by 59.1% during the 2nd quarter. Rafferty Asset Management LLC now owns 4,418,406 shares of the wireless technology company's stock valued at $703,675,000 after acquiring an additional 1,641,068 shares during the period. 74.35% of the stock is owned by institutional investors and hedge funds. Qualcomm Trading Down 1.0% QCO...
Vinva Investment Management Ltd grew its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 30.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 80,355 shares of the enterprise software provider's stock after purchasing an additional 18,570 shares during the period. Vinva Investment Management Ltd's holdings in Oracle...
Vinva Investment Management Ltd grew its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 30.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 80,355 shares of the enterprise software provider's stock after purchasing an additional 18,570 shares during the period. Vinva Investment Management Ltd's holdings in Oracle were worth $22,721,000 at the end of the most recent reporting period. A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Swiss National Bank raised its stake in shares of Oracle by 7.6% in the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider's stock valued at $1,113,526,000 after acquiring an additional 360,000 shares during the period. Patton Fund Management Inc. boosted its stake in shares of Oracle by 626.1% during the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider's stock worth $3,245,000 after purchasing an additional 9,948 shares during the period. Ironwood Investment Counsel LLC grew its holdings in Oracle by 45.3% during the 2nd quarter. Ironwood Investment Counsel LLC now owns 3,723 shares of the enterprise software provider's stock valued at $814,000 after purchasing an additional 1,161 shares during the last quarter. Meeder Advisory Services Inc. grew its holdings in Oracle by 8.4% during the 3rd quarter. Meeder Advisory Services Inc. now owns 40,946 shares of the enterprise software provider's stock valued at $11,516,000 after purchasing an additional 3,184 shares during the last quarter. Finally, Decker Retirement Planning Inc. purchased a new stake in Oracle in the 3rd quarter worth about $689,000. Hedge funds and other institutional investors own 42.44% of the company's stock. Get Oracle alerts: Sign Up Insider Transactions at Oracle In other Oracle news, EVP Douglas A. Kehring sold 35,000 shar...
Vinva Investment Management Ltd increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 22.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 384,642 shares of the semiconductor manufacturer's stock after acquiring an additional 69,256 shares during the quarter. Broadcom comprises about 2.5% of Vinva Invest...
Vinva Investment Management Ltd increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 22.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 384,642 shares of the semiconductor manufacturer's stock after acquiring an additional 69,256 shares during the quarter. Broadcom comprises about 2.5% of Vinva Investment Management Ltd's investment portfolio, making the stock its 5th largest holding. Vinva Investment Management Ltd's holdings in Broadcom were worth $126,124,000 at the end of the most recent quarter. Several other hedge funds and other institutional investors have also bought and sold shares of the business. Longfellow Investment Management Co. LLC acquired a new position in shares of Broadcom during the 2nd quarter worth approximately $27,000. Teachers Insurance & Annuity Association of America acquired a new stake in shares of Broadcom in the second quarter valued at approximately $28,000. New England Capital Financial Advisors LLC bought a new stake in shares of Broadcom in the second quarter valued at approximately $31,000. JCIC Asset Management Inc. bought a new stake in shares of Broadcom in the third quarter valued at approximately $31,000. Finally, Manning & Napier Advisors LLC acquired a new stake in Broadcom during the third quarter worth approximately $34,000. Institutional investors and hedge funds own 76.43% of the company's stock. Get Broadcom alerts: Sign Up Trending Headlines about Broadcom Here are the key news stories impacting Broadcom this week: Positive Sentiment: Q1 beat and blowout AI momentum — Broadcom reported $19.31B revenue and $2.05 adj. EPS, with AI semiconductor sales up ~106% to about $8.4B; management guided fiscal Q2 revenue well above consensus (~$22B) and provided aggressive AI revenue visibility. Broadcom Q1 earnings beat Q1 beat and blowout AI momentum — Broadcom reported $19.31B revenue and $2.05 adj. EPS, with AI semiconductor sal...
As missiles and drones curtail energy production across the Persian Gulf, analysts warn that water, not oil, may be the resource most at risk in the energy-rich but arid region. Hundreds of desalination plants sit along the Persian Gulf coast, putting individual systems that supply water to millions within range of Iranian missile or drone strikes. Without them, major cities could not sustain thei...
As missiles and drones curtail energy production across the Persian Gulf, analysts warn that water, not oil, may be the resource most at risk in the energy-rich but arid region. Hundreds of desalination plants sit along the Persian Gulf coast, putting individual systems that supply water to millions within range of Iranian missile or drone strikes. Without them, major cities could not sustain their current populations. In Kuwait, about 90 per cent of drinking water comes from desalination, along with roughly 86 per cent in Oman and about 70 per cent in Saudi Arabia. The technology removes salt from seawater – most commonly by pushing it through ultrafine membranes in a process known as reverse osmosis – to produce the freshwater that sustains cities, hotels, industry and some agriculture across one of the world’s driest regions. Advertisement For people living outside the Middle East, the main concern of the Iran war has been the impact on energy prices. The Gulf produces about a third of the world’s crude exports, and energy revenues underpin national economies. Fighting has already halted tanker traffic through key shipping routes and disrupted port activity, forcing some producers to curb exports as storage tanks fill. But the infrastructure that keeps Gulf cities supplied with drinking water may be equally vulnerable. Advertisement “Everyone thinks of Saudi Arabia and their neighbours as petrostates. But I call them saltwater kingdoms. They’re man-made fossil-fuelled water superpowers,” said Michael Christopher Low, director of the Middle East Center at the University of Utah. “It’s both a monumental achievement of the 20th century and a certain kind of vulnerability.” Early signs of risk
The Bretton Whoops Authored by 'No1' via Gold and Geopolitics substack, The bombs make headlines. The economic unraveling happening quietly underneath them don’t. So before we get back to the daily carnage, let's talk about money. It used to be funny, in a rich man's world. The world didn’t wake up one morning and decide to distrust the dollar. It was a process. Gradually, then suddenly, as these ...
The Bretton Whoops Authored by 'No1' via Gold and Geopolitics substack, The bombs make headlines. The economic unraveling happening quietly underneath them don’t. So before we get back to the daily carnage, let's talk about money. It used to be funny, in a rich man's world. The world didn’t wake up one morning and decide to distrust the dollar. It was a process. Gradually, then suddenly, as these things tend to go. It started with Venezuela. In 2019, Caracas asked the Bank of England to return its own gold - 31 tonnes, sitting in a vault in London, belonging to the Venezuelan central bank. The Bank of England said no. The justification was creative: London had decided to recognise a man who had never won an election as Venezuela’s “legitimate” president, so it couldn’t very well hand $2 billion in gold to the actual government. Problem solved. Maduro was a dictator, everyone agreed he was terrible, and so the consensus was essentially: who cares. Everyone filed it under “rogue state gets what it deserves” and moved on. Then Russia i nvaded Ukraine in 2022, and $300 billion in Russian sovereign reserves got frozen overnight. Again, the justification was airtight, the villain was obvious, and the Western financial world applauded itself. What nobody wanted to discuss was the precedent. Assets held in Western financial institutions were no longer safe if the political winds shifted against you. That was new. That was genuinely new. And every central bank and sovereign wealth fund on earth noticed, even if they did say nothing publicly. Then Trump came back. Tariffs on allies. Threats to annex Greenland. The implicit message that the post-war security architecture was now a negotiable service rather than a commitment. The dollar’s reserve currency status had always rested on two pillars: the dominance of the US economy, and the reliability of the US government as a custodian of the system. One of those pillars was now being kicked. By the time the Iran war started, the ...
zimmytws/iStock via Getty Images A coalition of nearly a dozen states has sued the Trump administration to block the 10% global tariff imposed after a recent US Supreme Court decision on tariffs. President Donald Trump signed a proclamation on Feb. 20 implementing a 10% global tariff under Section 122 of the Trade Act of 1974, the same day the high court overturned his country-specific duties. The...
zimmytws/iStock via Getty Images A coalition of nearly a dozen states has sued the Trump administration to block the 10% global tariff imposed after a recent US Supreme Court decision on tariffs. President Donald Trump signed a proclamation on Feb. 20 implementing a 10% global tariff under Section 122 of the Trade Act of 1974, the same day the high court overturned his country-specific duties. The law authorizes a president to impose temporary tariffs of up to 15% for 150 days. The coalition, led by New York Attorney General Letitia James, filed a lawsuit with the US Court of International Trade on March 5. The states are seeking an order blocking Section 122 tariffs from taking effect and requiring the federal government to refund tariffs costs paid by the states. The lawsuit argues that the tariffs do not meet the requirements of Section 122 and violate the Constitution's separation of powers. The states contend that only Congress has the authority to tax and impose tariffs. The Supreme Court cited a similar argument in its earlier decision, finding that the International Emergency Economic Powers Act of 1977, which Trump invoked to impose country-specific duties, does not authorize a president to impose tariffs through executive action. The coalition also argues that Trump's order fails to meet other Section 122 requirements, including that tariffs be applied consistently without product exceptions and that they address a qualifying "balance of payments" deficit required by the law. In the filing, the states said that Trump's changes to tariff policy have created significant costs for the states as agencies attempt to interpret policy through social media posts, executive orders, proclamations, and other sources. The Trump administration will "vigorously defend the president's action in court," White House spokesperson Kush Desai said in a statement to Platts, part of S&P Global Energy. "The President is using his authority granted by Congress to address fundamen...
Available for over a year Today, we look at the extent to which the lessons learned from the Iraq war has shaped the UK's response to the war in Iran. Keir Starmer has taken a position somewhere between full support of Donald Trump’s actions, and direct criticism of them. In a post on Truth Social, the US president criticised the UK for being less than 100% supportive, saying ‘we will remember’ an...
Available for over a year Today, we look at the extent to which the lessons learned from the Iraq war has shaped the UK's response to the war in Iran. Keir Starmer has taken a position somewhere between full support of Donald Trump’s actions, and direct criticism of them. In a post on Truth Social, the US president criticised the UK for being less than 100% supportive, saying ‘we will remember’ and "We don't need people that join Wars after we've already won!" On Friday, former Labour Prime Minister Sir Tony Blair told a private event that the UK should have backed the strikes from the beginning. But is Keir Starmer’s decision making being guided by some of the failures of the 2003 Iraq war, which Blair led the UK into? You can now listen to Newscast on a smart speaker. If you want to listen, just say "Ask BBC Sounds to play Newscast”. It works on most smart speakers. You can join our Newscast online community here: https://bbc.in/newscastdiscord Get in touch with Newscast by emailing newscast@bbc.co.uk or send us a WhatsApp on +44 0330 123 9480. New episodes released every day. If you're in the UK, for more News and Current Affairs podcasts from the BBC, listen on BBC Sounds: https://bbc.in/4guXgXd Newscast brings you daily analysis of the latest political news stories from the BBC. The presenters were Laura Kuenssberg and Paddy O’Connell. It was made by Chris Flynn with Chloe Scannapieco. The social producer was Joe Wilkinson. The technical producer was Phil Bull. The weekend series producer is Chris Flynn. The assistant editor is Chris Gray. The senior news editor is Sam Bonham. Programme Website
Two months ago, Wall Street analysts triggered a sharp sell-off in Marvell Technology (NASDAQ:MRVL) shares. Fears that the company could lose major hyperscaler customers such as Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) to rivals sent the stock tumbling 7% in a single session. Over the ensuing weeks, MRVL shed roughly 20% of its value as concerns ... Wall Street’s Worry About Marvell Losing...
Two months ago, Wall Street analysts triggered a sharp sell-off in Marvell Technology (NASDAQ:MRVL) shares. Fears that the company could lose major hyperscaler customers such as Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) to rivals sent the stock tumbling 7% in a single session. Over the ensuing weeks, MRVL shed roughly 20% of its value as concerns ... Wall Street’s Worry About Marvell Losing Customers Was Overblown