After Home Depot’s solid quarter, investors are turning to Lowe’s. Stronger same-store sales trends and a lower valuation could give it an edge.

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(RTTNews) - XPEL, Inc. (XPEL) reported earnings for its fourth quarter that Increased, from the same period last year

Investing.com -- Advanced Micro Devices’ new multi-year supply agreement with Meta could prove transformational for the chipmaker, with Piper Sandler arguing the deal positions the company for “roughly another hundred billion dollars of revenues over the next five years.”

In this article AXON Follow your favorite stocks CREATE FREE ACCOUNT Rick Smith, CEO of Axon Enterprises. Adam Jeffery | CNBC Axon Enterprise 's stock surged more than 18% after the maker of Tasers, body cameras and drones topped Wall Street's fourth-quarter estimates as artificial intelligence accelerated demand for its software products The company reported adjusted earnings of $2.15 per share on $797 million in revenue, surpassing the $1.60 per share and $755 million in revenue expected by analysts surveyed by LSEG. Axon also issued upbeat revenue guidance for 2026, calling for growth between 27% and 30%, compared to a 25.8% estimate. CEO Rick Smith said that since starting the company in 1993, AI has brought a "moment unlike anything" he has seen. "If we deploy AI more aggressively and more thoughtfully than anyone else in this space, while honoring the responsibility that comes with the operating environment we operate in, we will create value that our customers simply cannot replicate," he told analysts on an earnings call Tuesday. Read more CNBC tech news Waymo opens robotaxi service to 'select riders' in Houston, Dallas, San Antonio and Orlando Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs Uber acquiring parking app SpotHero as it moves beyond ride-hailing and food delivery Tesla sues California DMV to reverse ruling that company engaged in false advertising on FSD Axon said AI capabilities accounted for about 10%, or $750 million, of total bookings last year as it infused more tech into its tools. Some of those AI features include automatic license plate recognition and a voice-activated companion built into a body camera. The tool, known as Axon Assistant, attracted more than 500 customers. Finance chief Brittany Bagley said Axon expects its software business, which grew 40% during the quarter to $343 million, to soon outpace hardware growth due to AI tailwinds. Revenue grew 39% from a year ago. Net income total...

European Union nations are just weeks away from a decision on where to host the bloc’s new customs agency, in what could be an initial flash point in the race to pick the next European Central Bank chief. A home for the EU Customs Authority will be chosen on March 25, the Council of the EU said in a statement on Wednesday. France, Italy, Poland and Spain are among nine countries fielding candidate cities. A shortlist of two locations will be crafted by the EU Council, comprised of the bloc’s heads of government. The European Parliament will make its own picks separately before each then reveal their choices. “If one candidate appears on both shortlists, that candidate will be automatically declared as selected, and no further voting will be required,” according to the statement. “If there is no overlap, the co-legislators will proceed to a series of voting rounds to select a candidate.” While picking a city for an EU institution is a fairly routine procedure, this selection will take place at a sensitive time for horse-trading within the bloc. Half of the members on the ECB’s Executive Board, including a successor to President Christine Lagarde , will need to be picked before the end of 2027. Beyond the ECB itself, both European Council President Antonio Costa and European Parliament President Roberta Metsola are up for re-election when their 2-1/2-year terms expire — Costa’s in May 2027 and Metsola’s in January. That means the selection of EUCA could be used as a pawn to garner favor in one of those contests. Two years ago, the appointment of Spain’s Nadia Calvino as European Investment Bank chief was speculated by some to have been part of a quid-pro-quo that ensured Germany’s victory in the race to host the EU’s Anti-Money Laundering Authority in Frankfurt. This time round, Brussels observers consider Lille in France and the Polish capital, Warsaw, to be strong contenders to host ECAS. Italy is lobbying hard however for Rome to get the prize.

格隆汇2月25日｜惠普(HPQ.US)跌3.3%，报17.56美元，创2020年10月以来新低。消息面上，惠普第一财季营收同比增长6.9%至144亿美元，调整后每股收益81美分，均超过市场预期；调整后营业利润率为6.9%，低于市场预期的7.4%。惠普目前预计2026财年每股收益将位于2.9至3.2美元指引范围的低端，多重因素挤压利润空间，包括美国关税的不确定性，以及存储芯片供应短缺且价格飙升。(格隆汇)

peterschreiber.media/iStock via Getty Images Southern Co. ( SO ) said Wednesday its Georgia Power and Alabama Power subsidiaries received a loan package of up to $26.5B from the U.S. Department of Energy's Office of Energy Dominance Financing, which is expected to result in ~$7B in savings for its customers over the ~30-year term of the loans. Under the new loans, Southern's ( SO ) subsidiaries will be among the first to take advantage of the funding provided by President Trump's Energy Dominance Financing Program and will finance a portfolio of projects across the company's southeastern service territory. " These loans will help lower the cost of investments in our grid that will enhance reliability and resilience for the benefit of our customers," Southern ( SO ) Chairman, President and CEO Chris Womack said. The energy infrastructure investments include power from natural gas, nuclear uprates and license extensions, hydropower and battery energy storage, as well as transmission system improvements and grid enhancements, the company said. More on Southern Company Southern Company: A Buy Even If You Don't Believe The AI Hype; Dividend Aristocrat Status Near Southern Company: Hold Because Of Overvaluation In Utilities Southern Company: Steady Growth But Priced Right, 3.2% Yield (Downgrade)

Tom Werner/DigitalVision via Getty Images Introduction BioNTech SE ( BNTX ) used its COVID-19 vaccine success to build a strong balance sheet. But can they leverage that cash to launch and sustain a durable oncology franchise? – That is the 17-billion-dollar question. The market still looks at BioNTech as a COVID-19 vaccine story, but that framing is outdated. At $110 per share, BNTX has a market cap of ~$27.6 billion. If you take out the cash, though, the market appears to be valuing the entire operating business at just around $11 billion in enterprise value. That business includes its late-stage oncology pipeline, still revenue-generating vaccine franchise, ADC portfolio, bispecifics, and personalized mRNA. Even if you ignore the rest of it but still believe that the oncology pipeline has a real chance of commercial success, the question becomes simple: is $11 billion a reasonable number to put against a phase 3 oncology strategy with global partners and a fortress-like balance sheet? Let’s run the math. Implied Valuation Per Share Given a total debt of $288 million and an enterprise value of $10.88 billion, and taking shares outstanding as ~250.93 million, we get an operating business value per share of $43.37. Cash per share is $68, so, cross-checking, we get implied operating value per share as $42, which matches the operating business value per share if we consider the $1.15 debt per share. So the market is effectively saying BioNTech’s oncology + vaccine business is worth $42 per share. What are you getting for that $10.88 billion? For that enterprise value, what BNTX is offering: Multi-Phase III Pumitamig (PD-L1 × VEGF-A) across SCLC, NSCLC, TNBC Multiple ADC assets (HER2, TROP2, B7-H3, HER3) Personalized mRNA cancer vaccines (Genentech partnership) Cell therapy programs Residual COVID/respiratory franchise Let us take just one asset, the late-stage Pumitamig. BioNTech does not provide peak-sales guidance for Pumitamig. I therefore built a quick bottom-up g...

Image source: The Motley Fool. Wednesday, February 25, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

The director of Finding Nemo and Wall-E has made an ambitious yet entirely baffling mess with the help of Rashida Jones and Kate McKinnon In the first few minutes of In the Blink of an Eye, director Andrew Stanton’s long-gestating, epoch-spanning sci-fi epic, a Neanderthal man (Jorge Vargas) explores a perilously rocky beach 45,000 years ago. For some reason, he decides to climb one of the larger, steeper rocks – for food? For a view? But he loses his grip and falls backward, landing on the sharp stones below with a sickening, visceral squelch. That moment is, I think, supposed to convey the fragility of early human existence – one second you’re foraging, the next you’re impaled and/or imperiled – though I couldn’t help but think of the film’s own cursed journey. Shot all the way back in 2023, In The Blink of an Eye is just now arriving on Hulu about three years later after many delays – not unheard of in the relatively glacial world of movie production, though never a good sign, especially considering that Stanton is the creative force behind such sentimental juggernauts as Wall-E and Finding Nemo (as well as several other Pixar movies, plus John Carter). The protracted timeline suggested that it was either going to be tricky and ambitious, a hard-fought journey of space and time, or, more likely, a complete mess. Continue reading...

纳斯达克100指数涨幅扩大至1%，成分股Axon涨18.6%，西部数据涨8.2%，希捷科技涨5.8%，Strategy涨5.4%，奈飞涨4.6%，汤森路透涨4.8%，Atlassian目前跌2.6%，Workday跌3.8%，CoStar Group跌7.4%。 标普500指数涨0.6%，道指涨0.4%，纳指涨0.9%，半导体指数涨1.9%，银行指数反弹0.7%。

primeimages/E+ via Getty Images When it comes to designing the perfect business model, it’s hard to think of something better than investment management. As an asset manager, your fixed costs are relatively low, there’s minimal cost of capital, and your fee sources are typically recurring in nature. Not only that, but your earnings grow exponentially in line with your overall AUM, assuming that your products remain competitive. In the investment management industry, these days, it’s all about scale. With the emergence of firms like Vanguard and BlackRock ( BLK ), fee compression has become the norm and created new classes of winners and losers. Blackstone ( BX ) clearly is one of those winners. As an asset manager focused primarily on private asset classes, including real estate, credit, and private equity, Blackstone has become the trusted go‑to asset manager for high‑dollar pension funds that need to deploy tens of billions of dollars. At the same time, the company’s scale has allowed it to streamline cost centers, driving margin efficiency and strong ROA vs peers. I first wrote about Blackstone roughly one year ago, when I labeled the stock a 'Buy' on the expectation that continued asset inflows, ongoing FRE expansion, and a reasonable‑looking price point made shares attractive. Unfortunately, this has been one of my worst calls since I began writing here on Seeking Alpha, and shares of Blackstone have returned roughly -34% over the last 12 months, significantly trailing the S&P’s +16% performance: Seeking Alpha What’s behind the decline? Why have shares of the prolific asset manager gone down, amidst a solid year of growth for the underlying company? Today, I’ll break down the company’s recent performance, allay perception issues with the stock, and make the case that shares of Blackstone, now trading at under 7x sales, represent an unbelievable long‑term deal for investors. Sound good? Let’s dive in. Financials I alluded to Blackstone’s business model at the st...

Proposal approved by Modi government will bring official English name into line with Malayalam language The Indian state of Kerala, known as “God’s own country” for its golden beaches and lush tea plantations, is to be given a new name. Narendra Modi’s cabinet has approved a proposal to change the southern coastal state’s name from Kerala to Keralam. The move will bring the official English name into line with how it is pronounced in Malayalam, the primary language spoken by the state’s estimated population of 35 million. Continue reading...

Here's Why Nvidia (NVDA) is a Strong Growth Stock Yahoo Finance

DNY59/E+ via Getty Images Blue Owl: From Premium Multiples To Becoming A Value Play I don't know whether I should feel sorry or aggrieved for the alternative asset managers, as they encountered the most significant downdraft in recent years. In fact, we are looking at losses all the way back to mid-2023. For those of us who were watching the industry developments back then, I'm quite sure you remember the days of the Silicon Valley Bank debacle. Yes, that's right; almost three years of hard-earned gains have been obliterated in this massive decline. To be fair to Blue Owl Capital Inc. ( OWL ), I believe the company has been working very hard to convince investors that the portfolio remains robust. However, the fact that most of their fee-based revenue (about 60%) is driven by the exposure in direct lending is always going to be very challenging in the current context, where direct lending is undergoing a messy market reckoning. Blue Owl AUM (Bloomberg) OWL has been on a massive run to accelerate the growth of its AUM, crossing just over the $307M mark in Q4. And you know that part of the whole industry's proposition is to leverage the growth into retail money. That space has always been a bit contentious, especially when you think about the protections that regulators have consistently set aside for the retail public previously. However, the ongoing pace in financial sector deregulation has also propped up investor sentiment in this previously more opaque segment of the market. And then, add on the massive opportunity to get more retail money on board to fuel the relentless AI infrastructure themes underlining OWL’s recent debt financing deals with the hyperscalers like Meta ( META ) and other notable data center players. However, amid the unprecedented opportunity and growth levers underpinning the outlook for the alternative asset managers, the collapse in software multiples appears to have thrown a spanner in the works, as the market digests their portfolio expos...

Antonio Bordunovi/iStock Editorial via Getty Images On Wednesday, we get earnings from Nvidia ( NVDA ) - (still) the most important company in the world. Let's talk about what to expect... We've closely tracked Nvidia over the past three years in these daily notes. And as we've discussed, following the explosive growth in 2023, it became clear that Nvidia's supply had hit a wall by 2024. Quarterly growth became relatively fixed, and the year-over-year growth rate slowed from triple digits to mid-double digits. But remember, in October of last year, Jensen gave some very clear clues that growth was back. In his keynote at an Nvidia developer conference in DC, he posted this slide of capex plans from the big hyperscalers... This projected over half a trillion dollars in planned capex spend for 2026 - rising to $632 billion through 2027. So, more than $1.1 trillion over the next two years. The bigger news was this next chart he showed... From this, Jensen said they have 20 million of the most advanced chips already spoken for through 2026 (Blackwell and then Rubin), representing half a trillion dollars in revenue! He went on to say, "the next five quarters there's half a trillion dollars" to fulfill. So, that was a pretty good clue on what was coming in Q3 (the report this past November). Would they deliver? Did they have the supply? Yes, and yes. They did $51 billion in data center revenue alone in Q3. It was the hottest quarter-over-quarter growth in seven quarters. And it was led by compute - the compute component grew by $10 billion, up 27% on the quarter. That $51 billion was a huge number and demonstrated that new global manufacturing capacity had come on-line for Nvidia's most advanced chips. You can see it in this chart... But if we parse Jensen's comments from that October presentation, the "five quarters" he referenced did not include Q3. So, tomorrow's Q4 would be the first of five quarters that Jensen himself has told us they have half a trillion dollars to...

Meta's Potential $100 Billion AMD Investment Is Letdown for Nvidia TheStreet Pro

Antonio Bordunovi/iStock Editorial via Getty Images On Wednesday, we get earnings from Nvidia ( NVDA ) - (still) the most important company in the world. Let's talk about what to expect... We've closely tracked Nvidia over the past three years in these daily notes. And as we've discussed, following the explosive growth in 2023, it became clear that Nvidia's supply had hit a wall by 2024. Quarterly growth became relatively fixed, and the year-over-year growth rate slowed from triple digits to mid-double digits. But remember, in October of last year, Jensen gave some very clear clues that growth was back. In his keynote at an Nvidia developer conference in DC, he posted this slide of capex plans from the big hyperscalers... This projected over half a trillion dollars in planned capex spend for 2026 - rising to $632 billion through 2027. So, more than $1.1 trillion over the next two years. The bigger news was this next chart he showed... From this, Jensen said they have 20 million of the most advanced chips already spoken for through 2026 (Blackwell and then Rubin), representing half a trillion dollars in revenue! He went on to say, "the next five quarters there's half a trillion dollars" to fulfill. So, that was a pretty good clue on what was coming in Q3 (the report this past November). Would they deliver? Did they have the supply? Yes, and yes. They did $51 billion in data center revenue alone in Q3. It was the hottest quarter-over-quarter growth in seven quarters. And it was led by compute - the compute component grew by $10 billion, up 27% on the quarter. That $51 billion was a huge number and demonstrated that new global manufacturing capacity had come on-line for Nvidia's most advanced chips. You can see it in this chart... But if we parse Jensen's comments from that October presentation, the "five quarters" he referenced did not include Q3. So, tomorrow's Q4 would be the first of five quarters that Jensen himself has told us they have half a trillion dollars to...

"Enough Is Enough": David Tepper Slams Whirlpool For Value Destruction In "Scathing" Letter David Tepper, the billionaire behind Appaloosa Management, blasted Whirlpool’s board in a sharply critical letter, accusing the appliance maker of eroding shareholder value and demanding a strategic reset, according to CNBC , who viewed the letter. Tepper said he watched with “a certain astonishment” as Whirlpool moved ahead with what he described as a sizable and avoidable equity issuance that diluted investors. He argued the capital raise carried a cost of more than 10% — far above the company’s tax-adjusted borrowing costs of under 5% in public markets — despite management’s stated aim of cutting leverage. “Over the years this management team has destroyed hundreds of millions of dollars of shareholder value. Enough is enough. There can be no more excuses,” Tepper wrote in the letter, first reported by CNBC’s Andrew Ross Sorkin. The share sale triggered a sharp market reaction. Whirlpool stock fell 14% Tuesday after announcing plans to raise about $454.9 million through a common stock offering and $508.1 million via depositary shares. The company also placed 435,000 shares with Guangdong Whirlpool Electrical Appliances at a discounted $69 apiece in a private deal. Whirlpool was Appaloosa’s eighth-largest position at the end of the fourth quarter, valued at $282 million, according to Verity data. CNBC noted that shares later rebounded nearly 1%, though they remain down roughly 36% from a 52-week high reached in July. Tepper also criticized Whirlpool for not fully leveraging tariffs imposed during the Trump administration, suggesting it consider alliances or mergers with foreign competitors disadvantaged by trade policy to improve its footing. “We encourage the Board to (i) remember their fiduciary responsibilities and not accept management acting purely in its own self-interest, and (ii) invite domestic entities or foreign corporations who want to create American jobs and i...

You can claim Social Security as soon as you turn 62, and many people jump on that chance and start their benefits ASAP. In fact, the Center for Retirement Research revealed that 31% of retirees claimed Social Security at 62 in 2019, and 26% did the same in 2023. In both years, 62 was the most popular age to start benefits. Some people claim Social Security at 62 because they just can't wait to retire, and they need that money. Others, however, are motivated by fear. Specifically, some seniors think it's risky to put off their claim past the earliest age of eligibility because they think Social Security benefits will run out, they worry about changes at Social Security, or they worry that they'll die before collecting benefits if they put off their claim. It's understandable to be concerned about these issues, but the reality is that a delayed claim can end up having a big payoff -- and may be the best approach for most retirees. Continue reading

财联社2月25日讯（编辑 赵昊） 随着交易员押注全球货币政策将从降息转向加息，澳元、挪威克朗和新西兰元年内大幅跑赢其他主要货币。 年初至今，澳元兑美元已累涨超6%，升至近三年来高位。本月早些时候，澳大利亚储备银行宣布将基准利率上调25个基点至3.85%，这也是该行两年多来首次加息。 澳央行解释道，该国通胀预计在一段时间内仍将高于2%至3%的目标区间。许多分析师认为这将是持续收紧的开始，交易员推测今年还将再加息一到两次，每次25个基点。 与此同时，新西兰元兑美元年内累涨约3.7%，因市场预计该国也将在未来几个月迎来首次加息；挪威克朗累涨逾5%，意外走高的通胀促使交易员开始押注上半年存在小幅加息的可能性。 这三种货币成为G10货币中表现最好的品种。投资者表示，这反映出利率周期出现重大转向——主要经济体正逐步结束过去几年的降息政策，重新把重点放在抑制通胀上。 新加坡银行首席经济学家Mansoor Mohi-uddin评论道，这些国家就像“煤矿里的金丝雀”，预示着更广泛的“鹰派”政策转变。相对较高的利率会推动汇率提前上涨。 由于澳大利亚、新西兰和挪威三国经济结构中大宗商品权重较高，它们有时也被归类为“商品货币”。策略师称，近期油价、铜价及其他出口商品价格上涨，也为这些货币提供了支撑。 美林证券外汇策略师Oliver Levingston指出，随着澳大利亚利率自2017年以来首次高于美国，叠加大宗商品价格逐步上涨和美元走弱，澳元可能获得“更多顺风”。 分析人士还称，由于外界担心特朗普政府政策反复以及美国政府债务攀升，投资者正寻求分散美元资产配置，这也让三种商品货币受益。 当下，美国相对更高利率所提供的支撑正在被逐渐削弱。在特朗普的强烈施压下，多数交易员认为美联储的降息周期尚未结束，今年仍可能降息两到三次，每次25个基点。 但也有人认为美联储的降息周期可能更早结束，摩根大通和法巴银行都预计该行今年将按兵不动。一些美联储官员在会议纪要中指出，“不应排除重新加息的可能性”。 此外，由于市场担忧政府赤字扩大和债务激增，投资者更青睐公共财政相对健康的国家，这也提振了澳元、挪威克朗和新西兰元，拖累了日元、美元和英镑。

RBC Capital maintains AMD stock rating on Meta deal upside Investing.com

JHVEPhoto/iStock Editorial via Getty Images Invesco ( IVZ ) has rolled out four fixed-income ETFs designed to help investors “address some of the current investment challenges, including persistent interest ‑ rate uncertainty, the need for diversified income, and a means to manage risk across changing market conditions.” The four ETFs launched today include: Invesco Flexible Income ETF ( FLXI ) - an actively managed ETF with a global, multisector bond strategy Invesco Agency MBS ETF ( IMTG ) - an actively managed ETF that aims to provide high ‑ quality income allocation through exposure to agency mortgage ‑ backed securities Invesco MSCI Treasury Duration Rotation ETF ( TROT ) - a passively managed ETF that tracks the MSCI U.S. Treasury Duration Rotation Select Bond Index Invesco U.S. Hybrid Bond ETF ( HBRD ) - a passively managed ETF that tracks the ICE USD Developed Markets Corporate Ex-Banks Hybrid Bond 4.65% Constrained Index Source: Press Release More on Invesco, FlexiInternational Software Inc., etc. Invesco Ltd. (IVZ) Q4 2025 Earnings Call Transcript Invesco Ltd. 2025 Q4 - Results - Earnings Call Presentation Invesco: Asset Manager Hits Ceiling Of Fair Value Invesco Q4 earnings top, revenue top consensus, helped by strong net inflows Invesco Non-GAAP EPS of $0.62 beats by $0.04, revenue of $1.26B beats by $10M

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Glanbia plc press release ( GLAPF ): FY Non-GAAP EPS of $0.13. Revenue of $3.95B (+2.9% Y/Y) misses by $140M . 2026 outlook: • In line with the Company’s medium-term targets, Glanbia expects to deliver adjusted EPS growth of 7% to 11% constant currency and operating cash conversion of 85%+ in FY 2026. • Segmental performance is expected to be in line with the Group’s medium-term targets. More on Glanbia plc Glanbia plc (GLAPY) Q4 2025 Earnings Call Transcript Glanbia plc 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Glanbia plc Historical earnings data for Glanbia plc Dividend scorecard for Glanbia plc

核心要点 特朗普总统于周二发表了时长近两小时的国情咨文，演讲重心聚焦经济，宣称美国经济即将迎来繁荣。 此次演讲之际，距离 2026 年中期选举已不足 9 个月，特朗普在经济议题上的民调支持率正大幅下滑。 中期选举或将让共和党失去国会控制权，进而动摇特朗普对华盛顿的掌控。 特朗普总统于周二发表了时长近两小时的国情咨文，演讲重心聚焦经济，宣称美国经济即将迎来繁荣。 在这场标志性年度演讲发表时，距离 2026 年中期选举已不足 9 个月，特朗普在经济议题上的民调支持率正大幅下滑。此次选举或将让共和党失去国会控制权，进而动摇特朗普对华盛顿的掌控。 以下是特朗普此次国情咨文的五大要点： 1． 全民 401 （k） 计划 特朗普呼吁为未获得雇主退休匹配福利的美国劳动者，设立一项由政府支持、类似 401 （k） 的退休计划。 “我的政府将为这些常被遗忘的美国劳动者 —— 这些伟大的人民、建设国家的功臣 —— 提供与联邦政府雇员相同的退休计划，” 特朗普表示，“我们每年将为你的个人缴费提供最高 1000 美元的匹配资金。” 特朗普称，该计划将 “确保所有美国人都能从股市上涨中获益”。 特朗普及其政府常因宣扬股市上涨是经济繁荣的证据而饱受批评，因为数百万美国人并未参与股市投资。 一名要求匿名的白宫官员在介绍该计划时表示，该计划将让符合条件的劳动者获得类似联邦雇员 “节俭储蓄计划” 的储蓄工具，该计划 “提供高效的储蓄方案，包含政府匹配资金，并提供多元化、基于指数的投资选项与投资组合选择”。 该计划将依托 2022 年《安全法案 2.0》中已设立的 “储蓄者匹配税收抵免” 项目，自 2027 年起，每年为低收入劳动者提供最高 1000 美元的匹配资金。 2． 特朗普重申禁止私募股权收购住宅的呼吁 总统再次呼吁国会通过立法，禁止大型机构投资者收购独栋住宅，并要求国会将他此前签署的相关行政令纳入法律。 “我请求国会将这一禁令永久化，因为我们真正想要的是让民众有房可住，” 特朗普说，“我们要让民众拥有住房，而非企业 —— 企业已经过得很好了。” 特朗普禁止机构投资者收购住宅的呼吁，与进步派左翼的民粹主义提案相呼应，后者正就住房可负担性问题向总统施压。就在国情咨文发表前，民主党人于周二早些时候公布了另一项限制大型投资者购房能力的计划。 3． 特朗普宣称经济表现极佳 特朗普称美国经济 “正以前所...

JHVEPhoto/iStock Editorial via Getty Images Exxon Mobil Corporation ( XOM ), aka ExxonMobil, is the largest publicly traded oil and gas company, worth more than $600 billion. Despite this massive scale, the company has continued to struggle with low oil and gas prices. However, an impressive portfolio with substantial cash flow growth by 2030E makes the company a valuable investment with strong returns. Exxon Mobil Overview ExxonMobil remains one of the largest publicly traded companies in the world, with continued impressive safety performance. Exxon Mobil Investor Presentation The company had 4.7 million barrels/day in production, its highest production in more than 40-years as the company has continued to benefit from the Permian Basin and Guyana. ExxonMobil has closed its acquisition of Pioneer Natural Resources, worth more than $60 billion, and the company's synergies are double initial estimates. At the same time, we have concerns about ExxonMobil's ability to handle a changing climate and long-term demand. While the company has substantial CO2 under contract, it's a small portfolio versus the company's business. Still, ExxonMobil has a more than $600 billion market cap and has returned 25% of its market cap to shareholders in the last 5 years. Going to 2030, as the company has continued to succeed, it's expanded earnings growth plans that should enable substantial returns. ExxonMobil Projections ExxonMobil's projections show its strength to drive future shareholder returns. Exxon Mobil Investor Presentation The company's 2030 plan is ~5.5 million barrels/day in production, driven by the company's Guyana and Shell assets with earnings margins increasing almost 50% from last year. The company expects products at the downstream end to more than double as the company increasingly builds more complex petroleum-based products with stronger cash flow. Combined with cost savings as the company integrates Pioneer Natural Resources and ExxonMobil will be able to increa...