Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. A senior executive at Taiwan Semiconductor Manufacturing (NYSE:TSM) highlighted that energy use tied to AI workloads is emerging as the main constraint for future chip development. The comments underscored a shift in focus toward energy efficient architectures as electricity demand ri...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. A senior executive at Taiwan Semiconductor Manufacturing (NYSE:TSM) highlighted that energy use tied to AI workloads is emerging as the main constraint for future chip development. The comments underscored a shift in focus toward energy efficient architectures as electricity demand rises across data centers and consumer devices. Customers from smartphone makers to cloud providers are increasingly asking for chips that balance performance with power needs. Taiwan Semiconductor Manufacturing is a major contract chip producer for global technology companies, including those building AI accelerators, smartphones and data center hardware. As AI training and inference spread across more devices and servers, electricity usage has become a central concern for both operating costs and power grid capacity. That context helps explain why energy efficiency is moving to the forefront of chip design discussions. For investors, this shift in emphasis may influence how NYSE:TSM allocates capital, which process technologies it prioritizes and how it works with key customers on future product roadmaps. It also raises questions about which chip architectures, packaging approaches and manufacturing nodes could be most aligned with energy conscious AI growth in the coming years. Stay updated on the most important news stories for Taiwan Semiconductor Manufacturing by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Taiwan Semiconductor Manufacturing. NYSE:TSM Earnings & Revenue Growth as at May 2026 📰 Beyond the headline: 1 risk and 4 things going right for Taiwan Semiconductor Manufacturing that every investor should see. For Taiwan Semiconductor Manufacturing, putting energy constraints at the center of AI chip development speaks directly to its business model as a leading foundry for power hungry AI accelerato...
The first mistake was appointing the peer despite his links to Jeffrey Epstein. The next would be claiming his security risks were properly managed It is telling that the person who first floated the idea of Peter Mandelson as the next UK ambassador to America was probably himself. He seems to have looked at his global contacts and thought: this is why I’m useful. Whitehall’s security vetters, UKS...
The first mistake was appointing the peer despite his links to Jeffrey Epstein. The next would be claiming his security risks were properly managed It is telling that the person who first floated the idea of Peter Mandelson as the next UK ambassador to America was probably himself. He seems to have looked at his global contacts and thought: this is why I’m useful. Whitehall’s security vetters, UKSV, looked at the same contacts and thought: this is why he’s not. The latest revelations illustrate something rotten about modern politics. What the wealthy and connected think makes them an asset is exactly what makes them a risk. In late 2024, Lord Mandelson was announced as the UK’s ambassador to Washington by Sir Keir Starmer. That posting ended in disgrace last year after US files exposed the depth of his links to the sex offender Jeffrey Epstein. But UKSV advised against giving security clearance to Lord Mandelson, flagging concerns over links to China’s finance minister, a sanctioned Russian oligarch, a former Israeli military intelligence chief and a British individual described as potentially compromising, as well as a £1m loan connected to an Israeli startup investment. Continue reading...
spawns/iStock via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist The Flaherty & Crumrine Preferred Income Opportunity Fund ( PFO ) has delivered positive results since our last bullish write-up. However, it has been facing more pressure recently on the back of higher risk-free Treasury rates. The fact that the Fed is also likely to hold rates steady rather than continue cut...
spawns/iStock via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist The Flaherty & Crumrine Preferred Income Opportunity Fund ( PFO ) has delivered positive results since our last bullish write-up. However, it has been facing more pressure recently on the back of higher risk-free Treasury rates. The fact that the Fed is also likely to hold rates steady rather than continue cutting also puts pressure on the fund, given the higher financing costs that come with its leverage. With that said, this fund is likely to remain pressured in the near term until rates ease, but its valuation continues to make it an attractive longer-term consideration. PFO Basics 1-Year Z-score: -1.62 Discount/Premium: -10.45% Distribution Yield: 7.31% Expense Ratio: 1.40% Leverage: 37.7% Managed Assets: $213.8 million Structure: Perpetual PFO's investment objective is "to provide its common shareholders with high current income consistent with preservation of capital." To achieve this, they will invest "under normal market conditions, at least 80% of its managed assets in a portfolio of preferred and other income-producing securities. Preferred and other income-producing securities may include, among other things, traditional preferred stock, trust preferred securities, hybrid securities that have characteristics of both equity and debt securities, contingent capital securities, subordinated debt, and senior debt." That leaves them fairly flexible to invest anywhere in the fixed-income space. They note that "at least 25% of its total assets are in companies principally engaged in the financial services sector." That is easy to achieve, as the largest issuer of preferred stock is generally from the financial/insurance industry. When including the fund's leverage expenses, we see that the expense ratio climbs to 4.62%. This was down materially from last year's 5.48%, but can still be shockingly high for some investors, particularly those who are more familiar with ETFs. In t...
In Mid-May, India’s Prime Minister Narendra Modi publicly urged Indian citizens to avoid buying physical gold and silver for a year. Soon afterwards, India increased its import tariffs on precious metals from 6% to 15%. This is yet another sign that the physical silver shortage is escalating, which should bode well for ETFs that hold ... India Doubled Tariffs on Silver and Gold Imports To Protect ...
In Mid-May, India’s Prime Minister Narendra Modi publicly urged Indian citizens to avoid buying physical gold and silver for a year. Soon afterwards, India increased its import tariffs on precious metals from 6% to 15%. This is yet another sign that the physical silver shortage is escalating, which should bode well for ETFs that hold ... India Doubled Tariffs on Silver and Gold Imports To Protect a Plunging Rupee; Will Foreign US Treasury Bond Dumping Cause the US To Follow Suit?
Key Points Progressive is a leader in telematics, and it has nearly two decades of data, an economic moat. It uses the data to match rate to risk, driving profitable growth in its auto insurance business. 10 stocks we like better than Progressive › Progressive (NYSE: PGR) is one of the largest U.S. insurance companies, covering all stripes of policies. Although there are many insurance technology ...
Key Points Progressive is a leader in telematics, and it has nearly two decades of data, an economic moat. It uses the data to match rate to risk, driving profitable growth in its auto insurance business. 10 stocks we like better than Progressive › Progressive (NYSE: PGR) is one of the largest U.S. insurance companies, covering all stripes of policies. Although there are many insurance technology start-ups using artificial intelligence (AI) and machine learning to provide accurate pricing and a digital experience, Progressive has an edge in the auto space through its telematics program. Here's why that matters. Staying on top of technology Telematics is a program that insurance companies use to track driving records and price policies accordingly. It's a usage-based system, and drivers who opt in can benefit from lower rates if their safety records indicate that they're low-risk. Drivers can use a phone app or plug-in device to track things like speeding, acceleration, and seatbelt usage. 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 » Although telematics is widely used among insurers today, Progressive was the first one to adopt the technology. It began its first program in 2008, and by 2013, it had a 57% awareness rate. By 2015, it had 3 million customers in what is now called the Snapshot program. Progressive has tons of data at this point about every facet of driving that helps it match rate to risk, the ultimate goal of an insurance company. This gives it an edge over competitors of any kind, including the new upstarts. This data and the insights Progressive gets from it compound over time, and through machine learning, it constantly improves. That creates a wide moat and protects its lead in this space. Beating the market Progressive has two segments: personal and commercial. Since auto poli...
Banco Comercial Português, S.A., announces the composition of the Committees of its Board of Directors and Company Secretary Attachment 2026 05 27 CE e Comissões CA...
Banco Comercial Português, S.A., announces the composition of the Committees of its Board of Directors and Company Secretary Attachment 2026 05 27 CE e Comissões CA...
Banco Comercial Português, S.A., announces the composition of the Committees of its Board of Directors and Company Secretary Attachment 2026 05 27 CE e Comissões CA...
Banco Comercial Português, S.A., announces the composition of the Committees of its Board of Directors and Company Secretary Attachment 2026 05 27 CE e Comissões CA...
Here's a plot twist streaming fans probably never saw coming: Netflix (NFLX 0.27%) shares have plummeted 27% over the past year, a stark contrast to the broader market's rise. The provider of the world's most popular premium streaming service has lost investor confidence. Thankfully, investing isn't a one-and-done movie. It's a serialized drama. Netflix still has time to come out ahead, and the re...
Here's a plot twist streaming fans probably never saw coming: Netflix (NFLX 0.27%) shares have plummeted 27% over the past year, a stark contrast to the broader market's rise. The provider of the world's most popular premium streaming service has lost investor confidence. Thankfully, investing isn't a one-and-done movie. It's a serialized drama. Netflix still has time to come out ahead, and the recovery could start as soon as this summer. Let's take a look at some reasons Netflix could be a winning portfolio move in June. 1. The Warner Bros. dance was a net win Netflix stock buckled late last year after announcing its winning bid for Warner Bros. Discovery (WBD +0.01%). The market felt that Netflix was overpaying for a company trading for less than a third of that price just a year ago. It also seemed unnecessary and a distraction, as well as potentially unlikely to clear antitrust regulatory hurdles. Investors displeased by the deal found redemption a few months later when Warner Bros. Discovery jumped to a higher rival bidder. This worked out perfectly for Netflix. It got a competitor to pay even more for the parent of HBO, DC Comics, and the namesake movie studio. It also walked away with a $2.8 billion buyout termination fee. The market was right to knock Netflix when the buyout was initially announced. Why isn't it cheering the lucrative undoing of the deal? Expand NASDAQ : NFLX Netflix Today's Change ( -0.27 %) $ -0.23 Current Price $ 86.13 Key Data Points Market Cap $364B Day's Range $ 85.66 - $ 86.64 52wk Range $ 75.01 - $ 134.12 Volume 578.6K Avg Vol 39.5M Gross Margin 49.44 % 2. Every quarter is a fresh start Shares of Netflix also took a hit after posting disappointing financial results in its latest quarterly update. It wasn't a great report. Revenue rose 14% on a foreign-exchange neutral basis, just shy of the 15% increase analysts were targeting. The bottom line was an earnings beat, but that was inflated by the after-tax windfall of the deal terminati...
Organic Media/iStock via Getty Images Consumer sentiment has dropped to record lows, but the economic outlook isn't too much worse. The measures of consumer attitudes that are frequently cited in news reports have little independent impact on actual behavior. They may, however, draw attention to an important concern. The Index of Consumer Sentiment has been published by the University of Michigan ...
Organic Media/iStock via Getty Images Consumer sentiment has dropped to record lows, but the economic outlook isn't too much worse. The measures of consumer attitudes that are frequently cited in news reports have little independent impact on actual behavior. They may, however, draw attention to an important concern. The Index of Consumer Sentiment has been published by the University of Michigan since 1952, but has never been as low as the May 2026 level. Both of the major subcomponents, current conditions and expected conditions, fell. However, the other major survey, the Conference Board's Consumer Confidence measure, was low but not unusually low. Investopedia describes differences between the two surveys: "Many who watch both numbers say that the Conference Board survey tends to be better at picking up on indicators related to the job market and job security, while the Michigan survey is a better measure of pocketbook issues like the price of gasoline." In May 2026, employment was fine but gasoline prices soared, causing the sharp drop in Consumer Sentiment but no loss in the Consumer Confidence survey. Drivers Of Consumer Spending The most important driver of consumer spending is current income. For working-age people, employment is the major income source, so jobs are very important. Expectations of future income are also important. An example is the effect of cash distributions in the Covid-19 pandemic. Those payments were understood to not be ongoing income, so only a very small fraction of the amounts were spent rightaway. Many years earlier, Milton Friedman wrote that people spend based on "permanent income," the money they expect to regularly receive in the future. When the risk of unemployment is high, people will be a little more cautious, at least on average. Wealth - the value of people's assets - plays a small role through home prices and the stock market. In my experience as a forecaster, the consumer surveys capture key elements of importance: emp...
Kinder Morgan (NYSE:KMI) and Williams Companies (NYSE:WMB) just closed the books on record 2025 results, and both pipeline operators are pointing the same firehose of capital at LNG exports and data center power demand. The way they are doing it, however, looks quite different. One is leaning on a $10 billion pipeline backlog. The other ... Kinder Morgan vs Williams Companies: Both Crush Earnings,...
Kinder Morgan (NYSE:KMI) and Williams Companies (NYSE:WMB) just closed the books on record 2025 results, and both pipeline operators are pointing the same firehose of capital at LNG exports and data center power demand. The way they are doing it, however, looks quite different. One is leaning on a $10 billion pipeline backlog. The other ... Kinder Morgan vs Williams Companies: Both Crush Earnings, But Take Opposite Paths
Rawf8/iStock via Getty Images YieldMax Semiconductor Portfolio Option Income ETF ( CHPY ) Analysis I view CHPY as a speculative buy for investors comfortable with higher risk and willing to monitor their investment closely. For income investors, CHPY is trying to balance something that's often difficult to find together: Strong weekly income while still participating in a broad semiconductor marke...
Rawf8/iStock via Getty Images YieldMax Semiconductor Portfolio Option Income ETF ( CHPY ) Analysis I view CHPY as a speculative buy for investors comfortable with higher risk and willing to monitor their investment closely. For income investors, CHPY is trying to balance something that's often difficult to find together: Strong weekly income while still participating in a broad semiconductor market. Instead of leaning heavily on one company, CHPY spreads investments across semiconductor-related businesses tied to artificial intelligence, data centers, networking, and advanced computing. The first year's results caught my attention. Investors taking the weekly distributions still saw meaningful growth in the value of the investment, while investors reinvesting distributions benefited from growing ownership over time. Still, the bigger question is whether CHPY can continue producing strong income while protecting investment value if market conditions become more difficult. Part of what makes CHPY interesting is the balance between diversification and income. Investors should remember the fund remains very young and has not yet gone through a more difficult semiconductor or stock market environment. The potential appears real, but this is not the type of investment investors should ignore after buying. What Is CHPY And How Does It Work? The YieldMax Semiconductor Portfolio Option Income ETF ( CHPY ) i s designed to provide investors with strong weekly income while maintaining participation across the semiconductor market. Instead of relying heavily on one company, CHPY spreads investments across semiconductor-related businesses that support artificial intelligence, data centers, networking, and advanced computing. The ETF invests in companies helping drive semiconductor growth while also using an options strategy to generate additional income. In simple terms, CHPY agrees to sell part of the future upside of the stocks it owns in exchange for cash payments today. Those...
After a security researcher published a series of unpatched bugs in Microsoft products, along with code to exploit them, the company is now threatening to take legal action and call the cops on them. Microsoft’s veiled threat reignites a long-running argument over what responsibility, if any, security researchers have to disclose vulnerabilities affecting large and wealthy tech giants. On Wednesda...
After a security researcher published a series of unpatched bugs in Microsoft products, along with code to exploit them, the company is now threatening to take legal action and call the cops on them. Microsoft’s veiled threat reignites a long-running argument over what responsibility, if any, security researchers have to disclose vulnerabilities affecting large and wealthy tech giants. On Wednesday, Microsoft published a blog post criticizing the researcher, who goes by the handle “Nightmare Eclipse,” for publicly disclosing a series of bugs, including BlueHammer, RedSun UnDefend, and YellowKey. The flaws affected products such as the Windows built-in antivirus engine Defender, and the disk-encryption tool BitLocker. The core of Microsoft’s complaints is that the researcher did not attempt to report the bugs so that the company could fix them. That would have been “responsible,” as Microsoft’s blog put it. The other side of the company’s argument is that by publishing the details of the bugs and how to exploit them before they were patched, Nightmare Eclipse may have aided malicious hackers. Some of the vulnerabilities Nightmare Eclipse disclosed have since been used by hackers in real world attacks, according to Microsoft, as well as the U.S. cybersecurity agency CISA. “Our Digital Crimes Unit will continue bringing cases against these actors and those that enable their criminal activity — coordinating as needed with law enforcement around the world,” Microsoft wrote. (Microsoft’s Digital Crimes Unit has the mission of protecting the company through different strategies, including “civil legal actions, technical countermeasures, criminal referrals, and public-private partnerships,” according to its website). In a series of blogs published in the last couple of weeks — without providing many specific details — Nightmare Eclipse claimed to have been in contact with Microsoft, but the company allegedly mistreated them, including revoking access to their Microsoft Secu...
Synopsys (NASDAQ:SNPS) runs the software that designs the world’s most advanced chips. With AI workloads exploding and the $35 billion Ansys acquisition now fully integrated, this is arguably the most strategically positioned EDA franchise on the market. Yet shares of Synopsys are up just 2.32% year to date, trading at $480.64. So can SNPS hit ... Price Prediction: Synopsys Will Trade at This Pric...
Synopsys (NASDAQ:SNPS) runs the software that designs the world’s most advanced chips. With AI workloads exploding and the $35 billion Ansys acquisition now fully integrated, this is arguably the most strategically positioned EDA franchise on the market. Yet shares of Synopsys are up just 2.32% year to date, trading at $480.64. So can SNPS hit ... Price Prediction: Synopsys Will Trade at This Price in 2027
In a letter to the Met and the NCSC, she says: "If Reform UK have not reported this to you, please treat this letter as a formal report of what appears, on the basis of media reports, to be an allegation of a serious crime."
In a letter to the Met and the NCSC, she says: "If Reform UK have not reported this to you, please treat this letter as a formal report of what appears, on the basis of media reports, to be an allegation of a serious crime."
Jeffrey Donaldson told a woman who has accused him of sexual assault that he regretted inflicting “hurt, pain and distress” but his comments were not related to the allegations, a court has heard. A lawyer for the former MP and Democratic Unionist party leader told Newry crown court on Friday that Donaldson’s letter to the alleged victim had “nothing to do” with her accusations of sexual abuse and...
Jeffrey Donaldson told a woman who has accused him of sexual assault that he regretted inflicting “hurt, pain and distress” but his comments were not related to the allegations, a court has heard. A lawyer for the former MP and Democratic Unionist party leader told Newry crown court on Friday that Donaldson’s letter to the alleged victim had “nothing to do” with her accusations of sexual abuse and referred to other behaviour. On the fourth day of the trial, Kieran Vaughan KC put it to the complainant, known as Witness A, that she was mistaken in linking the letter to his alleged historical sex offences. She said the letter, written in 2020, did not mention sexual abuse but had connotations of guilt and shame and requested forgiveness. “I believe that letter is a letter of apology for what he did to me over the years. He is a very clever man, he would never write in writing what he had done but he could heavily suggest.” Donaldson, 63, faces 18 charges, including one count of rape, which span from 1985 to 2008 and involve two alleged victims. His wife, Eleanor Donaldson, 60, is charged with aiding and abetting rape and indecent assault. Both deny all the charges. The trial previously heard that Donaldson described himself in the letter as a “sinner” who had not addressed his “sinful nature for far too many years” and would “regret this to my dying day”. Vaughan contrasted Witness A’s allegation that Donaldson had touched her breasts on a number of occasions when she was of primary school age and that it was mostly “skin on skin” with her comment to police about “touching over clothing”. “On the face of it that is inconsistent with what you told the jury yesterday, about touching under clothes,” said Vaughan. Witness A replied: “The facts are the facts, I am sticking to that.” Vaughan challenged her account, made in a police interview, that Donaldson had “perched” over her and used a light to look at her “private parts”. “I suggest that is not true,” he said. “You wer...
SentinelOne S reported first-quarter fiscal 2027 earnings of 4 cents per share, which surpassed the Zacks Consensus Estimate by 100%. The company registered earnings of 2 cents per share in the year-ago quarter. Revenues of $276.7 million increased 21% year over year but missed the consensus mark by 0.2%. As of April 30, 2026, annualized recurring revenues (ARR) grew 23% year over year to $1.16 bi...
SentinelOne S reported first-quarter fiscal 2027 earnings of 4 cents per share, which surpassed the Zacks Consensus Estimate by 100%. The company registered earnings of 2 cents per share in the year-ago quarter. Revenues of $276.7 million increased 21% year over year but missed the consensus mark by 0.2%. As of April 30, 2026, annualized recurring revenues (ARR) grew 23% year over year to $1.16 billion. Customers with more than $100,000 in ARR increased 17% year over year to 1,702, driven by continued momentum in enterprise expansion and strong adoption of the company’s platform solutions. SentinelOne’s shares were up 0.39% at the time of writing this article. The company's shares have increased 20.1% in the year-to-date period, surpassing the Zacks Computer & Technology sector’s rise of 19.2%. SentinelOne, Inc. Price, Consensus and EPS Surprise SentinelOne, Inc. price-consensus-eps-surprise-chart | SentinelOne, Inc. Quote SentinelOne’s Operating Highlights Adjusted gross profit was 77% in the reported quarter, which contracted roughly 200 bps year over year. Total operating expenses of $202.2 million increased 9.1% year over year due to higher research and development expenses (up 28.1% year over year), general and administrative expenses (up 11.1% year over year), partially offset by sales and marketing expenses (down 0.2% year over year). Non-GAAP operating income totaled $10.5 million compared to an operating loss of $3.9 million in the year-ago quarter. SentinelOne’s Balance Sheet Remains Strong As of April 30, 2026, SentinelOne had cash, cash equivalents and investments of $812 million. Operating cash flow was $38.5 million in the quarter. Adjusted free cash flow was $61.4 million compared with $45.4 million reported in the year-ago quarter, while adjusted free cash flow margin improved to 22% from 20%. S Offers Q2 and FY27 Guidance For the second-quarter fiscal 2027, SentinelOne expects revenues between $289 million and $291 million. The company expects non-G...
Rivian Automotive (NASDAQ:RIVN) is leading the electric vehicle complex into Friday afternoon. The stock is up 8% to $16.42 as of midday trading, after closing Thursday at $15.20. The pop comes on a session that has seen peers stall. Tesla (NASDAQ:TSLA) stock is off 1% at $436, while Nio (NYSE:NIO) stock is down 1% at ... Rivian Rallies 8% as Tesla, Nio Stall: R2 Launch and Software Growth in Focu...
Rivian Automotive (NASDAQ:RIVN) is leading the electric vehicle complex into Friday afternoon. The stock is up 8% to $16.42 as of midday trading, after closing Thursday at $15.20. The pop comes on a session that has seen peers stall. Tesla (NASDAQ:TSLA) stock is off 1% at $436, while Nio (NYSE:NIO) stock is down 1% at ... Rivian Rallies 8% as Tesla, Nio Stall: R2 Launch and Software Growth in Focus
Hi everyone. Today we’re talking to the director of the long-awaited Mina the Hollower , but first... This week’s top gaming news: Valve Corp. is hiking the price of the Steam Deck due to the ongoing memory shortage crisis CD Projekt SA will release a new expansion for The Witcher 3 next year — that’s right, a new expansion for a game from 2015. The new James Bond game is a big hit, selling 1.5 mi...
Hi everyone. Today we’re talking to the director of the long-awaited Mina the Hollower , but first... This week’s top gaming news: Valve Corp. is hiking the price of the Steam Deck due to the ongoing memory shortage crisis CD Projekt SA will release a new expansion for The Witcher 3 next year — that’s right, a new expansion for a game from 2015. The new James Bond game is a big hit, selling 1.5 million copies in 24 hours Small Mouse, Small Price Last month, the staff of the indie game maker Yacht Club Games gathered for an important meeting. They were about to release their next title, the 2D action-platformer Mina the Hollower , after more than six years of development. Now they needed to decide how much it would cost. It was a big game with a ton of content, so there were all sorts of nervous whispers around the office as they tried to figure out the optimal price. Should it be $30? $35? Even $40? There was no formula or market testing that could provide the perfect answer. But for anyone on the team expecting an intense debate, the meeting was a bit of a letdown. “Everyone came in ready to say, ‘I want the game to be $20,’” recalled director and co-founder Sean Velasco. “Everyone said the same thing.” There were several reasons to sell Mina the Hollower at a budget price (aside from listening to my advice ). One was the massive success of last year’s Hollow Knight: Silksong , which sold more than 7 million copies at $20. The developers at Yacht Club knew that rising costs have made a lot of products feel less affordable, and they wanted this purchase to feel like a no-brainer. Mina for just twenty bucks? What a steal! More than anything else, it just seemed like a good business decision. “We don’t want the price to be something that anyone is even going to question,” Velasco said. “If we didn’t think we’d make more money doing this, we wouldn’t be doing it.” The stakes are high for Mina the Hollower , which is the first original game from Yacht Club since 2014’s ...
Dollar Dominance Remains Alive And Well Authored by Lance Roberts via RealInvestmentAdvice.com, The dollar is supposed to be dying. We’ve heard that argument for the better part of a decade, and it’s getting louder, not quieter. The narrative goes that BRICS countries are building an alternative, that China is dumping Treasuries, that gold is replacing the dollar as the world’s reserve asset, and ...
Dollar Dominance Remains Alive And Well Authored by Lance Roberts via RealInvestmentAdvice.com, The dollar is supposed to be dying. We’ve heard that argument for the better part of a decade, and it’s getting louder, not quieter. The narrative goes that BRICS countries are building an alternative, that China is dumping Treasuries, that gold is replacing the dollar as the world’s reserve asset, and that Washington is so desperate to find buyers for the next debt issuance that it’s now offering dollar swap lines to Gulf states as a backdoor liquidity rescue. Make no mistake, the “Persistent Purveyors of Doom” have a story. However, the data doesn’t support any of it. Dollar dominance isn’t fading. In fact, the events of late April 2026 just delivered the loudest counter-signal in years. Thesis Vs. Reality I’ve been arguing for years that the “dollar collapse” thesis confuses inflation with debasement. You can’t be debasing a currency that the rest of the world is fighting harder than ever to acquire. We covered the rebasement argument in our previous piece on the dollar’s plumbing , and in “The Dollar’s Death is Greatly Exaggerated.” The latest data only sharpens the case for dollar dominance. According to the U.S. Treasury’s most recent Treasury International Capital report, released April 15 with February 2026 data, foreign residents purchased $101 billion of long-term U.S. securities in February alone. Net TIC inflows totaled $184.5 billion for the month. On top of that, foreign holders added $91.6 billion to their Treasury bill holdings. Total foreign ownership of U.S. Treasuries hit a record $9.49 trillion in February, up $198 billion in the month and $587 billion over the trailing 12 months. However, that headline number actually undercounts the reality. It excludes foreign holdings managed through U.S.-domiciled hedge funds and the Cayman Islands basis trade, which the Federal Reserve estimates pulls another $1.5 trillion of de facto foreign demand into the bid ...