The US tech giant said the funding package – which it described as its largest in Australia – will be used to grow its Azure AI supercomputing and cloud footprint locally.
The US tech giant said the funding package – which it described as its largest in Australia – will be used to grow its Azure AI supercomputing and cloud footprint locally.
The S&P 500 is the stock market's most popular index, and it's the primary benchmark that investors typically use to assess whether an investment has been "good." That's why, when looking at the Vanguard Total International Stock ETF 's (NASDAQ: VXUS) performance over the past decade, many people would say VXUS has been a bad investment. It's up around 77% in that time, compared to the S&P 500's 2...
The S&P 500 is the stock market's most popular index, and it's the primary benchmark that investors typically use to assess whether an investment has been "good." That's why, when looking at the Vanguard Total International Stock ETF 's (NASDAQ: VXUS) performance over the past decade, many people would say VXUS has been a bad investment. It's up around 77% in that time, compared to the S&P 500's 238% gain (as of April 20). Of course, outperforming the S&P 500 would be ideal, but VXUS is doing what it's intended to do well: providing broad exposure to companies outside the U.S. It's worth considering if you want your portfolio to be more well-rounded. Continue reading
Looking at the universe of stocks we cover at Dividend Channel, on 4/27/26, Adams Natural Resources Fund Inc (Symbol: PEO) will trade ex-dividend, for its quarterly dividend of $0.52, payable on 5/27/26. As a percentage of PEO's recent stock price of $26.60, this dividend works
Looking at the universe of stocks we cover at Dividend Channel, on 4/27/26, Adams Natural Resources Fund Inc (Symbol: PEO) will trade ex-dividend, for its quarterly dividend of $0.52, payable on 5/27/26. As a percentage of PEO's recent stock price of $26.60, this dividend works
Looking at the universe of stocks we cover at Dividend Channel, on 4/27/26, South Plains Financial Inc (Symbol: SPFI) will trade ex-dividend, for its quarterly dividend of $0.17, payable on 5/11/26. As a percentage of SPFI's recent stock price of $43.27, this dividend works out
Looking at the universe of stocks we cover at Dividend Channel, on 4/27/26, South Plains Financial Inc (Symbol: SPFI) will trade ex-dividend, for its quarterly dividend of $0.17, payable on 5/11/26. As a percentage of SPFI's recent stock price of $43.27, this dividend works out
IBM (NYSE: IBM), once the beacon of America’s tech world, stumbled again after earnings showed it barely compares with industry giants on AI revenue. Its stock tumbled 7% after it released less-than-mediocre earnings. They will bring the stock down by 20% in 2026, while the S&P 500 is up 3%. While earnings were slightly ahead ... IBM Is America’s Worst Big Tech Company
IBM (NYSE: IBM), once the beacon of America’s tech world, stumbled again after earnings showed it barely compares with industry giants on AI revenue. Its stock tumbled 7% after it released less-than-mediocre earnings. They will bring the stock down by 20% in 2026, while the S&P 500 is up 3%. While earnings were slightly ahead ... IBM Is America’s Worst Big Tech Company
Aaron Hawkins/iStock via Getty Images Introduction I have been writing about Aelum a ( ALMU ) for a year (First Seeking Alpha Article on Aeluma) as an interesting, technically differentiated company operating in a part of the semiconductor stack most investors do not fully understand. For much of that time, the story was compelling, but still early. The pathway to scalable manufacturing and commer...
Aaron Hawkins/iStock via Getty Images Introduction I have been writing about Aelum a ( ALMU ) for a year (First Seeking Alpha Article on Aeluma) as an interesting, technically differentiated company operating in a part of the semiconductor stack most investors do not fully understand. For much of that time, the story was compelling, but still early. The pathway to scalable manufacturing and commercial relevance was not yet sufficiently visible. Moreover, the interest from DARPA, the US Navy, NASA, and the US Department of Energy also made this very compelling. Aeluma took an unconventional road and, between seed investors, determination, and non-dilutive grants, provided retail investors a vehicle to "dream big" as a tiny, unlikely non-PE company took an unlikely path from Pink Sheet speculation to uplisting on the Nasdaq last year, and now has capital, serious partners, and a path to potentially becoming a leading compound semi innovator beyond anyone's wildest imagination. Against all odds, the leadership of this still largely unknown microcap has exceeded expectations and taken the road less traveled. Unlike many microcap public companies, this management team is understated in a way I have not seen in decades of analyzing companies. Perhaps it is because they are on a mission and are unconcerned about optics. One might argue that they are focused and apathetic to stock price fluctuations and criticism of their approach. Whatever conclusion one might draw, the company is achieving new levels of success and attracting recognition and acknowledgment from much bigger companies. As mentioned before, when I first began my journey exploring Aeluma, it seemed to be a binary situation – wild success or failure with little room for error in a wildly competitive and cut-throat industry. The situation has changed dramatically. Over the past several months, Aeluma has quietly crossed a threshold that the market has not yet recognized. Witness a series of new developments. Th...
Cotton price action is down 23 points in the May contracts, with others up 2 to 11 points so far on Thursday. Futures were under pressure on Wednesday, with contracts falling back 135 to 225 points across the front months. The US dollar index was 0.209 higher at $98.430. Crude...
Cotton price action is down 23 points in the May contracts, with others up 2 to 11 points so far on Thursday. Futures were under pressure on Wednesday, with contracts falling back 135 to 225 points across the front months. The US dollar index was 0.209 higher at $98.430. Crude...
Corn price action is fractionally mixed so far on Thursday morning. Futures closed the Wednesday session with front months fractionally to 1 ¼ cents higher and some deferreds steady to fractionally lower. Open interest was up 6,656 contracts on Wednesday. The CmdtyView national average Cash Corn price was up 3/4...
Corn price action is fractionally mixed so far on Thursday morning. Futures closed the Wednesday session with front months fractionally to 1 ¼ cents higher and some deferreds steady to fractionally lower. Open interest was up 6,656 contracts on Wednesday. The CmdtyView national average Cash Corn price was up 3/4...
adventtr/iStock via Getty Images Performance assessment My last view on Advanced Micro Devices ( AMD ) has been terribly offside: Performance since HA's Last Article on AMD (Seeking Alpha, HA's Last Article on AMD) Elevator pitch I am changing my mind on AMD due to the following: AMD securing large AI infrastructure commitments can lead to supercharged growth AMD's chips are making giant leaps in ...
adventtr/iStock via Getty Images Performance assessment My last view on Advanced Micro Devices ( AMD ) has been terribly offside: Performance since HA's Last Article on AMD (Seeking Alpha, HA's Last Article on AMD) Elevator pitch I am changing my mind on AMD due to the following: AMD securing large AI infrastructure commitments can lead to supercharged growth AMD's chips are making giant leaps in performance Agentic AI is leading to explosive demand for CPUs and enabling large price hikes There is still some valuation risk as AMD is still richly valued vs peers AMD has cleanly broken out of a key resistance level AMD securing large AI infrastructure commitments can lead to supercharged growth AMD is evolving from a mere chip seller to securing multi-billion dollar multi-year orders for massive data center buildouts. For example, AMD recently signed a deal with Meta ( META ) to deploy 6GW of its Instinct GPUs in Meta's AI data centers. To help contextualize the scale here, an average American home consumes about 1.2kW of power in a day. 6GW is equal to 6 million kW, which makes it enough to power around 5 million homes in a day. From a financials perspective, the CFO disclosed that we can expect "significant double-digit billions of dollars per GW" in data center AI revenue: The Meta deployment is expected to generate data center AI revenue of significant double-digit billions of dollars per gigawatt. Revenue will begin in the second half of 2026 and ramp alongside our MI450 deployment with other customers. - CFO Jean Hu in the Expanded AI Partnership with Meta and Multi-Year GPU Deployment Agreement Call From this clue, I think a $15B/GW (a mid-teens rather than low-teens rate to account for the 'significant' adjective) is reasonable. Applying this to the 6GW, this implies an incremental data center AI revenue contribution of $90B. I expect this to be recognized over about 5 years as this aligns with the Feb 2031 expiry for AMD's issuance of a 160M shares performanc...
adventtr/iStock via Getty Images Performance assessment My last view on Advanced Micro Devices ( AMD ) has been terribly offside: Performance since HA's Last Article on AMD (Seeking Alpha, HA's Last Article on AMD) Elevator pitch I am changing my mind on AMD due to the following: AMD securing large AI infrastructure commitments can lead to supercharged growth AMD's chips are making giant leaps in ...
adventtr/iStock via Getty Images Performance assessment My last view on Advanced Micro Devices ( AMD ) has been terribly offside: Performance since HA's Last Article on AMD (Seeking Alpha, HA's Last Article on AMD) Elevator pitch I am changing my mind on AMD due to the following: AMD securing large AI infrastructure commitments can lead to supercharged growth AMD's chips are making giant leaps in performance Agentic AI is leading to explosive demand for CPUs and enabling large price hikes There is still some valuation risk as AMD is still richly valued vs peers AMD has cleanly broken out of a key resistance level AMD securing large AI infrastructure commitments can lead to supercharged growth AMD is evolving from a mere chip seller to securing multi-billion dollar multi-year orders for massive data center buildouts. For example, AMD recently signed a deal with Meta ( META ) to deploy 6GW of its Instinct GPUs in Meta's AI data centers. To help contextualize the scale here, an average American home consumes about 1.2kW of power in a day. 6GW is equal to 6 million kW, which makes it enough to power around 5 million homes in a day. From a financials perspective, the CFO disclosed that we can expect "significant double-digit billions of dollars per GW" in data center AI revenue: The Meta deployment is expected to generate data center AI revenue of significant double-digit billions of dollars per gigawatt. Revenue will begin in the second half of 2026 and ramp alongside our MI450 deployment with other customers. - CFO Jean Hu in the Expanded AI Partnership with Meta and Multi-Year GPU Deployment Agreement Call From this clue, I think a $15B/GW (a mid-teens rather than low-teens rate to account for the 'significant' adjective) is reasonable. Applying this to the 6GW, this implies an incremental data center AI revenue contribution of $90B. I expect this to be recognized over about 5 years as this aligns with the Feb 2031 expiry for AMD's issuance of a 160M shares performanc...
Looking at the universe of stocks we cover at Dividend Channel, on 4/27/26, Home Federal Bancorp, Inc. (Symbol: HFBL) will trade ex-dividend, for its quarterly dividend of $0.135, payable on 5/11/26. As a percentage of HFBL's recent stock price of $19.45, this dividend works ou
Looking at the universe of stocks we cover at Dividend Channel, on 4/27/26, Home Federal Bancorp, Inc. (Symbol: HFBL) will trade ex-dividend, for its quarterly dividend of $0.135, payable on 5/11/26. As a percentage of HFBL's recent stock price of $19.45, this dividend works ou
MicroStockHub/iStock via Getty Images The flash Eurozone PMI indicates that the euro area is facing deepening economic woes from the war in the Middle East, presenting a headache for policymakers. The conflict has pushed the economy into decline in April while driving inflation sharply higher. Increasingly widespread supply shortages, meanwhile, threaten to dampen growth further while adding more ...
MicroStockHub/iStock via Getty Images The flash Eurozone PMI indicates that the euro area is facing deepening economic woes from the war in the Middle East, presenting a headache for policymakers. The conflict has pushed the economy into decline in April while driving inflation sharply higher. Increasingly widespread supply shortages, meanwhile, threaten to dampen growth further while adding more upward pressure to prices in the coming weeks. Output falls in April April’s flash Eurozone PMI, compiled by S&P Global, has moved into contraction territory for the first time since late 2024. The PMI’s headline output index dropped below the 50.0 no-change mark, posting 48.6 from a reading of 50.7 in March. The latest reading signals a 0.1% quarterly rate of GDP decline after a 0.2% gain had been signalled for the first quarter. The survey shows the war is currently hitting the service sector hardest, where business activity is falling at a rate not seen since the pandemic lockdowns of early 2021. However, sustained growth of manufacturing output meanwhile seen in the April PMI comes with something of a sting in the tail, as demand for goods is being buoyed by stock building as companies scramble to secure purchases ahead of further price hikes or supply shortages. Manufacturers have increased their buying of inputs to a degree not witnessed since early 2022, as supply chain delays have also risen to the most widespread since the pandemic. Price pressures surge higher Input costs and selling prices have already jumped higher not just in response to higher energy costs but in a reflection of a broader upturn in commodity prices and mismatch of demand against constrained supply. If the COVID-19 pandemic is excluded, this is the biggest surge in cost pressures that we have recorded since 2000. Input costs increased in April at the fastest pace since the end of 2022, as rates of cost inflation quickened across both goods and services. In turn, output (or selling) price inflat...
UBS Warns Drought Shock Unfolding Across Breadbasket Of America It's not just us sounding the alarm about severe drought conditions hitting America's breadbasket as spring plantings ramp up, or warning about the second- and third-order effects that could push food prices higher later this year. UBS analysts, led by Jonathan Pingle, told clients on Thursday morning that drought conditions across th...
UBS Warns Drought Shock Unfolding Across Breadbasket Of America It's not just us sounding the alarm about severe drought conditions hitting America's breadbasket as spring plantings ramp up, or warning about the second- and third-order effects that could push food prices higher later this year. UBS analysts, led by Jonathan Pingle, told clients on Thursday morning that drought conditions across the US agricultural belt rank among the worst in more than 130 years: The National Oceanic and Atmospheric Administration's Palmer Drought Severity Index hit its highest level for March since records started in 1895, and March was the third driest month recorded, regardless of time of year, behind only the famed 1930s Dust Bowl": July and August 1934. Water levels on the Mississippi look fine, the seasonal lows are typically in the fall, but river levels in Memphis sit 24 feet below this time last year. The primary effect of drought conditions on farmland is a direct hit to production: reduced soil moisture, weaker germination, lower yields, poorer crop quality, reduced pasture and forage, and greater stress on the nation's cattle herd (already seen with soaring beef prices). USDA says drought can slash planted or harvested acreage, reduce livestock productivity, and raise feed and irrigation costs; it can also reduce crop yields and quality, with some perennial crops taking years to recover. Then the third-order effects emerge: lower farm output and higher production costs (diesel and fertilizer), which can be transmitted through food supply chains into higher retail food prices, tighter supplies for processors, and pressure on food security. Pingle continued: Drought severity sees much of the country ; April very warm The USDA Weekly Weather and Crop Report highlights the unusual warmth during the April employment report survey reference period, which should be on net supportive of the data this month, and potentially postpone pull forward from March until May or June. The ...