Federal Reserve Bank of Chicago President Austan Goolsbee calls the employment report a "tough miss" and says it would be a concern if the US sees several months of similar jobs data during an interview with Mike McKee. (Source: Bloomberg)
Federal Reserve Bank of Chicago President Austan Goolsbee calls the employment report a "tough miss" and says it would be a concern if the US sees several months of similar jobs data during an interview with Mike McKee. (Source: Bloomberg)
Following an extensive nomination process, Asia Business Law Journal unveils the A-List of Taiwan’s top 100 lawyers plus 15 Legal Icons. Byung Jin Park reports View the A-List Taiwan’s technology-driven economy is generating new opportunities for local law firms. The island plays a central role in the global semiconductor supply chain, accounting for more than 60% of global foundry revenue, and is...
Following an extensive nomination process, Asia Business Law Journal unveils the A-List of Taiwan’s top 100 lawyers plus 15 Legal Icons. Byung Jin Park reports View the A-List Taiwan’s technology-driven economy is generating new opportunities for local law firms. The island plays a central role in the global semiconductor supply chain, accounting for more than 60% of global foundry revenue, and is home to Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker. In January 2026, TSMC announced that it forecasts capital expenditure of USD52 billion to USD56 billion in 2026, an increase of as much as 36.9% compared with last year’s USD40.9 billion. As investment expands, advisory work related to the semiconductor supply chain – ranging from commercial contracts and regulatory compliance to overseas investment matters – is set to become a source of revenue for local law firms. The macroeconomy is on the rise. Taiwan’s exports reached USD640.75 billion in 2025, up 34.9% from the previous year. The Ministry of Finance attributed the surge to robust global demand for artificial intelligence applications, high-performance computing and cloud services, trends that are driving demand for specialised legal advice. Confidence is reflected in economic forecasts as well. The Chung-Hua Institution for Economic Research (CIER) projected in January that Taiwan’s economy will grow 4.14% in 2026, an upward revision of 1.59 percentage points from October 2025. “Improved US policy clarity has already bolstered sentiment towards Taiwan’s technology sector,” said CIER president Lien Hsien-ming. With trade negotiations between the US and Taiwan recently concluded, inbound foreign direct investment from the US and its multinational companies is expected to increase. Law firms will play an active role in areas such as foreign investment regulation, merger control reviews and cross-border M&A advisory work. Against this backdrop, Asia Business Law Journal pro...
alfexe/iStock via Getty Images I wrote about Teradyne ( TER ) before . At the time, I pointed to the AI compute and networking as segments driving revenue growth, while also functioning as margin expanders. At the time, my chart analysis pointed towards a breakout on the back of this underlying trend. That setup worked very well, with the stock re-rating massively and never looking back. TradingVi...
alfexe/iStock via Getty Images I wrote about Teradyne ( TER ) before . At the time, I pointed to the AI compute and networking as segments driving revenue growth, while also functioning as margin expanders. At the time, my chart analysis pointed towards a breakout on the back of this underlying trend. That setup worked very well, with the stock re-rating massively and never looking back. TradingViews Several months later, the stock still seems to be discounting the company's earning power trajectory. The company went from a cycle business to AI infra leverage in a hurry. This is the market realizing the company is no longer a mobile seasonality story, and it is becoming a "test and automation" layer in the AI infra buildout. Where Is The Revenue Coming From? A look at the revenue shows us that AI compute is becoming the center of the business. In the past, the company was highly dependent on mobile phones, and the underlying cycle. That was how the market saw the company in that long sideways range. The market was still seeing the observable baggage: cyclical ATE and lumpiness in the customer spending. And rightly so, test markets are concentrated and there is a limited number of clients driving purchases. That is exactly the kind of setup where Wyckoff's "composite operator" can accumulate without the stock going anywhere. Lots of supply to absorb with no consensus on a new narrative. However, that is changing . The company is now a bet on AI CapEx, thanks to the growth in compute product revenue going from $109M in 2023 to $753 in 2025. That's a tectonic shift in the business model and led the change in perception around the stock. Teradyne Teradyne handed the market further proof. With Sales around $1.08 billion, operating profit 29% higher, and the company disclosing "over 60% AI-driven revenue" the skepticism just disappeared. The Strategy That Makes The Model Work The latest releases show that AI has become the main growth driver for the company. In this segme...
Companies competing for workers to build data centers are finding that a motel room with sluggish Wi-Fi isn’t much of a draw. Try free steaks and golf simulators. As data-center development has exploded with the rise of artificial intelligence, competition for water and power supplies is pushing construction further into rural areas that often lack the housing and infrastructure to support the hun...
Companies competing for workers to build data centers are finding that a motel room with sluggish Wi-Fi isn’t much of a draw. Try free steaks and golf simulators. As data-center development has exploded with the rise of artificial intelligence, competition for water and power supplies is pushing construction further into rural areas that often lack the housing and infrastructure to support the hundreds or thousands of temporary workers needed to build hulking warehouses of computer servers. That’s forcing developers to increasingly lean on a stopgap solution that was popularized during the shale-oil boom of the 2010s: sprawling temporary villages known as man camps. These temporary housing villages can vary from wood-framed two-story apartment buildings to containerized modular homes or trailer parks supplied with electricity and water. But to lure in-demand electricians, welders and pipefitters, developers are going the extra mile and offering game rooms, rib eyes and shuttle rides to work. That’s fueling a lucrative niche for companies including Target Hospitality Corp. and Civeo Corp. that specialize in mobile housing. It’s effectively a back-door play for a share of what Bloomberg Intelligence estimates is $700 billion of projects in the planning stage and another $160 billion already underway throughout the US. “It’s the largest, most actionable pipeline I’ve seen,” said Troy Schrenk , the chief commercial officer at Target Hospitality, which is building “workplace hubs” — its preferred term over the more colloquial man camps — in Texas and Nevada. The sites aren’t the epitome of luxury, but they sure beat what Schrenk calls “Hotel F-250” — sleeping in a vehicle and spending a per-diem allowance on food. Typically, the construction companies that work with Target Hospitality offer housing, meals and amenities to their employees for free as long as they’re working. It’s an additional lure for tradespeople already enjoying significant pay hikes — with some data-c...
"All I said was we've obviously had an incident here, we've got a problem with cohesion in our cities - I didn't go any further than that but I said I can see from the photographs that is the profile of the individual."
"All I said was we've obviously had an incident here, we've got a problem with cohesion in our cities - I didn't go any further than that but I said I can see from the photographs that is the profile of the individual."
Corn prices are up 2 to 5 cents so far on the last session of the week. Crude oil is up another $5.32 on Friday morning to provide some more spillover support. Futures closed out Thursday trade with most contracts 6 to 9 ¾ cents higher. Some deferred contracts were steady to 4 ¾ cents in the green. Open interest suggested net new buying, up 45,500 contracts on Thursday. There were 5 deliveries aga...
Corn prices are up 2 to 5 cents so far on the last session of the week. Crude oil is up another $5.32 on Friday morning to provide some more spillover support. Futures closed out Thursday trade with most contracts 6 to 9 ¾ cents higher. Some deferred contracts were steady to 4 ¾ cents in the green. Open interest suggested net new buying, up 45,500 contracts on Thursday. There were 5 deliveries against March corn futures overnight. Excellent Export Sales data and a crude oil market rallying $4.23 provided some support. The CmdtyView national average Cash Corn price was up 9 1/2 cents to $4.12 3/4. Export Sales data for the week of February 26 from this morning showed 2.02 MMT in old crop corn sales. That was nearly triple the previous week and more than double the same week last year. South Korea was the top buyer of 530,300 MT, with 225,000 MT sold to Colombia, and 224,700 MT to Mexico. New crop business was tallied at 154,000 MT, all to Japan. Don’t Miss a Day: Brazil trade data was released this morning, with February corn exports at 1.55 MMT, up 9.34% from last year but well below the January total. The Buenos Aires Grain Exchange estimates the Argentina early corn crop at 7.2% harvested, with the crop estimate still at 57 MMT. Statistics Canada acreage intentions for this year showed corn acres at 3.846 million acres, up 1.7% from a year ago if realized. Mar 26 Corn closed at $4.41 1/2, up 9 3/4 cents, currently up 5 1/4 cents Nearby Cash was $4.12 3/4, up 9 1/2 cents, May 26 Corn closed at $4.53 1/2, up 9 3/4 cents, currently up 4 cents Jul 26 Corn closed at $4.62 3/4, up 9 1/4 cents, currently up 4 cents More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Soybeans are trading with 7 to 11 cent gains so far on Friday morning. Crude oil continues to provide some more spillover support, up another $5.32 on Friday morning. Bean futures were higher on Thursday led by the bean oil market, as the raw beans were up 3 to 9 ¾ cents at the close, led by the nearbys. Open interest rose 7,487 contracts. There were 9 deliveries against March beans overnight. The...
Soybeans are trading with 7 to 11 cent gains so far on Friday morning. Crude oil continues to provide some more spillover support, up another $5.32 on Friday morning. Bean futures were higher on Thursday led by the bean oil market, as the raw beans were up 3 to 9 ¾ cents at the close, led by the nearbys. Open interest rose 7,487 contracts. There were 9 deliveries against March beans overnight. The cmdtyView national average Cash Bean price was up 9 3/4 cents at $11.05 1/2. Soymeal futures were 50 cents to $2.40 lower on the day, with Soy Oil futures 67 to 223 points higher in the front months. There were another 50 deliveries against March soy meal overnight with 71 for bean oil. Ahead of the Trump/Xi meeting later in March, Secretary Bessent has indicated he looking for China to expand purchases of US soybeans, accord to a WSJ article. Don’t Miss a Day: The weekly Export Sales report from USDA showed 383,492 MT of soybeans sold in the week of 2/26. That was down 5.8% from the previous week, but 31.11% above the same week last year. China was the buyer of 153,100 MT, with 133,000 MT switched from unknown, as 133,000 MT was sold to the Netherlands and 110,400 MT to Egypt. Soybean meal sales were pegged at 255,760 MT, sneaking into the range of 200,000-550,000 MT estimates. Bean oil sales were tallied at 7,662 MT, which was in the middle of the estimates ranging from net reductions of 20,000 MT to net sales of 26,000 MT. Brazil’s soybean crop is estimated at 183.1 MMT according to AgroConsult, up 0.85 MMT from their previous number. February exports out of Brazil were tallied at 7.113 MMT, more than triple January and 10.66% above Feb 2025. Soybeans in Argentina are estimated at 30% good/excellent according to the Buenos Aires Grains Exchange, up just 1 percentage point from last week. Statistics Canada released planting intentions data for 2026 this morning, with canola estimated at 21.84 million acres, well shy of estimates of 22.3 million acres coming in. That was ...
Last week, NASA Administrator Jared Isaacman unveiled a major shakeup in the Artemis Program, intended to put the nation on a better path back to the Moon. The changes focused largely on increasing the launch cadence of NASA's large SLS rocket and putting a greater emphasis on lunar surface activities. Days later, the US Senate indicated that it broadly supported these plans. This is all well and ...
Last week, NASA Administrator Jared Isaacman unveiled a major shakeup in the Artemis Program, intended to put the nation on a better path back to the Moon. The changes focused largely on increasing the launch cadence of NASA's large SLS rocket and putting a greater emphasis on lunar surface activities. Days later, the US Senate indicated that it broadly supported these plans. This is all well and good, but it neglects a critical element of the Artemis program: a lander capable of taking astronauts down to the lunar surface from an orbit around the Moon and back up to rendezvous with Orion. NASA has contracted with SpaceX and Blue Origin to develop these landers, Starship and Blue Moon MK2, respectively. As part of his announcement, Isaacman said a revamped Artemis III mission will now be used to test one or both of these landers near Earth before they are called upon to land humans on the Moon later this decade. Read full article Comments
Vertiv ( VRT ) declares $0.0625/share quarterly dividend , in line with previous. Forward yield 0.1% Payable March 26; for shareholders of record March 17; ex-div March 17. See VRT Dividend Scorecard, Yield Chart, & Dividend Growth. More on Vertiv Vertiv Holdings Co (VRT) Presents at Barclays 43rd Annual Industrial Select Conference Transcript Vertiv Holdings Co (VRT) Presents at Citi's Global Ind...
Vertiv ( VRT ) declares $0.0625/share quarterly dividend , in line with previous. Forward yield 0.1% Payable March 26; for shareholders of record March 17; ex-div March 17. See VRT Dividend Scorecard, Yield Chart, & Dividend Growth. More on Vertiv Vertiv Holdings Co (VRT) Presents at Barclays 43rd Annual Industrial Select Conference Transcript Vertiv Holdings Co (VRT) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript Vertiv Holdings: Blowout Q4 Keeps The Bullish View Intact SA Asks: Which hardware stocks are best positioned for AI? Vertiv projects $6.02 EPS and $13.5B sales for 2026 while advancing capacity expansion strategy
Looking at the universe of stocks we cover at Dividend Channel , on 3/10/26, Cohen & Steers Infrastructure Fund (Symbol: UTF) will trade ex-dividend, for its monthly dividend of $0.155, payable on 3/31/26. As a percentage of UTF's recent stock price of $26.47, this dividend works out to approximately 0.59%, so look for shares of Cohen & Steers Infrastructure Fund to trade 0.59% lower — all else be...
Looking at the universe of stocks we cover at Dividend Channel , on 3/10/26, Cohen & Steers Infrastructure Fund (Symbol: UTF) will trade ex-dividend, for its monthly dividend of $0.155, payable on 3/31/26. As a percentage of UTF's recent stock price of $26.47, this dividend works out to approximately 0.59%, so look for shares of Cohen & Steers Infrastructure Fund to trade 0.59% lower — all else being equal — when UTF shares open for trading on 3/10/26. In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from UTF is likely to continue, and whether the current estimated yield of 7.03% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of UTF shares, versus its 200 day moving average: Looking at the chart above, UTF's low point in its 52 week range is $21.8832 per share, with $27.33 as the 52 week high point — that compares with a last trade of $26.16. Cohen & Steers Infrastructure Fund is in our coverage universe of monthly dividend paying stocks. In Friday trading, Cohen & Steers Infrastructure Fund shares are currently down about 1.6% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking at the universe of stocks we cover at Dividend Channel , on 9/16/25, Solaris Energy Infrastructure Inc (Symbol: SEI) will trade ex-dividend, for its quarterly dividend of $0.12, payable on 9/26/25. As a percentage of SEI's recent stock price of $30.84, this dividend works out to approximately 0.39%. In general, dividends are not always predictable; but looking at the history above can help...
Looking at the universe of stocks we cover at Dividend Channel , on 9/16/25, Solaris Energy Infrastructure Inc (Symbol: SEI) will trade ex-dividend, for its quarterly dividend of $0.12, payable on 9/26/25. As a percentage of SEI's recent stock price of $30.84, this dividend works out to approximately 0.39%. In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from SEI is likely to continue, and whether the current estimated yield of 1.56% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of SEI shares, versus its 200 day moving average: Looking at the chart above, SEI's low point in its 52 week range is $11.42 per share, with $39.025 as the 52 week high point — that compares with a last trade of $30.84. In Friday trading, Solaris Energy Infrastructure Inc shares are currently up about 1.8% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Crude prices in Europe — which initially showed a muted reaction to the war in the Middle East — are now surging as aggressive buying by Asian refiners tightens the global market. Unlike their Asian peers, refineries in Europe have very limited direct exposure to Middle East crude. They mostly purchase local or US grades, and the European market has been well supplied. But a rush by Asian buyers t...
Crude prices in Europe — which initially showed a muted reaction to the war in the Middle East — are now surging as aggressive buying by Asian refiners tightens the global market. Unlike their Asian peers, refineries in Europe have very limited direct exposure to Middle East crude. They mostly purchase local or US grades, and the European market has been well supplied. But a rush by Asian buyers to replace Middle Eastern barrels lost due to output halts and shipping disruptions in the Strait of Hormuz has tightened availability elsewhere, particularly in the Atlantic Basin. Traders said the heavy buying has begun to ripple into Europe, where there’s increasing urgency among refiners to secure supplies. That’s being reflected by soaring differentials for Johan Sverdrup, a major North Sea grade and which is a good replacement for Middle East crude. The grade was bid at a premium of $3.15 a barrel to Dated Brent on Thursday, according to traders monitoring a pricing window run by S&P Global Energy, better known as Platts. That’s the most in two years and compares with a discount of $3.25 before the war started last weekend. Mediterranean grades have also rallied. Kazakhstan’s CPC Blend has jumped to a slight premium to Dated Brent for delivery to Augusta, compared with a discount of $3 to $4 late last week. Premiums for Azerbaijan’s Azeri Light also widened by more than $3 over the past few days. Competition for crude will likely intensify further as Asian buyers prioritize securing feedstock over refining margins, Sparta Commodities analyst June Goh said in a March 5 note . Refineries in the region are expected to “grab whatever crude they can get their hands on” to replace Middle Eastern barrels, she said. South Korean refiner GS Caltex Corp. and Japanese processors are among those to have bought either Kazakhstan’s CPC Blend or US crude recently. How Iran War Is Disrupting Global Oil and Gas Supply: QuickTake While the crisis has sent the value of some grades soarin...
SlavkoSereda/iStock via Getty Images Brent crude oil surged past $90/bbl Friday after President Trump said there will be no deal ending the U.S.-Israel war against Iran without an "unconditional surrender." Trump's Truth Social declaration appears to cut off the possibility of quickly finding an off-ramp to end a war that has spread across the Middle East. Front-month Brent crude ( CO1:COM ) for M...
SlavkoSereda/iStock via Getty Images Brent crude oil surged past $90/bbl Friday after President Trump said there will be no deal ending the U.S.-Israel war against Iran without an "unconditional surrender." Trump's Truth Social declaration appears to cut off the possibility of quickly finding an off-ramp to end a war that has spread across the Middle East. Front-month Brent crude ( CO1:COM ) for May delivery +6.1% to $90.65/bbl, and front-month Nymex crude ( CL1:COM ) for April delivery +8.9% to $88.25/bbl. The widening conflict is sparking fears of a global energy crunch as exporters scramble for routes out of the region. The near-total shutdown of traffic through the Strait of Hormuz has caused storage tanks across the region to fill up, causing refineries to cut capacity, while drones have taken out plants in Saudi Arabia and Kuwait, and a Bahrain oil processor came under fire overnight. The inability to send shipments through Hormuz forced Iraq to start shutting down its biggest oil fields earlier this week, and The Wall Street Journal reported Kuwait has begun cutting production at some oil fields after running out of room to store its bottled-up crude . Qatar's energy minister told the Financial Times that he expects all Persian Gulf energy producers to shut down exports "within days," which he said could drive oil to $150/bbl . ETFs: ( USO ), ( BNO ), ( UCO ), ( SCO ), ( USL ), ( DBO ), ( DRIP ), ( GUSH ), ( USOI ) More on crude oil Middle East Escalation Rattles Energy Markets Commodities: The U.S. Scrambles To Rein In Oil Prices A Strait Problem For China: How The Iran War Could Squeeze Oil Supply
While many people get excited about the idea of retiring, that transition can also be nerve-wracking. In addition to dealing with a big change in routine, you may be grappling with financial worries -- even if you've managed to accumulate a pretty large nest egg. One reason so many retirees fear running out of money is the perpetual threat of inflation. Even modest price increases can erode your b...
While many people get excited about the idea of retiring, that transition can also be nerve-wracking. In addition to dealing with a big change in routine, you may be grappling with financial worries -- even if you've managed to accumulate a pretty large nest egg. One reason so many retirees fear running out of money is the perpetual threat of inflation. Even modest price increases can erode your buying power over time. The good news is that with the right strategy, you can set your savings up to beat inflation. Here are a couple of tips to employ in your retirement plans. 1. Invest in income-producing assets The higher the returns your portfolio is able to generate, the more inflation protection you get. To that end, don't shy away from stocks in retirement, even though you may be feeling pretty risk-averse at that stage of life. You need stocks to produce strong returns that allow your money to grow even while you're taking withdrawals. In particular, you may want to load up on dividend stocks or exchange-traded funds. Not only do these assets have the potential to gain value over time, but the income they produce gives your portfolio a natural boost. Plus, companies with a strong history of paying dividends tend to be less volatile than those focused on chasing growth. 2. Delay your Social Security claim Once you turn 62, you're allowed to sign up for Social Security. And you can get your complete monthly benefits at full retirement age, which is 67 for anyone born in 1960 or later. There's also the option to delay your Social Security claim past full retirement age, though. And for each year you do, until you turn 70, your monthly benefits get an 8% boost. Having access to larger Social Security checks puts less pressure on your portfolio. So even if inflation picks up during retirement, if you're able to stick to a smaller withdrawal rate because you have more Social Security income coming in, that could be the ticket to making sure your money lasts as long as y...
Getty Images Alphabet's/Google's ( GOOGL ) ( GOOG ) share price has been stagnating since my previous 'Strong buy' rating despite various bullish developments. The fact that all the Magnificent 7 stocks demonstrate share price weakness in 2026 despite strong Q4 earnings season reinforces my opinion that Google's dip is just sentiment-driven. Google continues cementing its positioning as one of the...
Getty Images Alphabet's/Google's ( GOOGL ) ( GOOG ) share price has been stagnating since my previous 'Strong buy' rating despite various bullish developments. The fact that all the Magnificent 7 stocks demonstrate share price weakness in 2026 despite strong Q4 earnings season reinforces my opinion that Google's dip is just sentiment-driven. Google continues cementing its positioning as one of the cornerstones of the AI age, excelling both in generative AI and real world AI. The core digital advertising business remains a powerful cash cow that feeds all the company's ambitious highly innovative endeavors. I cannot call Google's valuation as compelling at the moment, especially considering uncertainty about EPS expansion of the Cloud business amid aggressively increasing investments in AI-related CapEx. However, since the core digital advertising business remains highly profitable and demonstrates accelerated growth momentum, I believe we will see accelerated P/E compression over the long-term. Therefore, GOOGL remains a 'Strong buy'. Various reasons to remain bullish Despite the AI bubble narrative becoming bigger, I think that generative AI remains the major technological megatrend of the modern world. Therefore, I would like to start my fundamental analysis by discussing major recent developments around Google's flagship Gemini LLM. The biggest catalyst in this domain is the reportedly expanding generative AI partnership between Google and Apple. According to recent news , Google will not only power Apple's revamped Siri voice assistant but might also get an AI infrastructure deal with Apple. Data by YCharts As we know, while cloud giants and Meta are aggressively ramping up their capital expenditures, Apple's CapEx remains flat over the last several years. However, it is difficult to imagine that the world's largest smartphone company, which is known for its innovations, will sit on the sidelines in the AI era. Apple likely selected outsourcing AI infrastructure...