A glaring macroeconomic imbalance on mainland China is becoming impossible to ignore: supply is vastly outpacing demand. In the first quarter of 2026, real industrial output and gross domestic product grew by 6.1% and 5.0% respectively, indicating robust supply-side expansion. Yet, real retail sales and fixed-asset investment lagged significantly, growing just 2% and 2.6%. While a surge in exports...
A glaring macroeconomic imbalance on mainland China is becoming impossible to ignore: supply is vastly outpacing demand. In the first quarter of 2026, real industrial output and gross domestic product grew by 6.1% and 5.0% respectively, indicating robust supply-side expansion. Yet, real retail sales and fixed-asset investment lagged significantly, growing just 2% and 2.6%. While a surge in exports explains part of this divergence, external demand alone cannot account for the widening domestic shortfall. You've accessed an article available only to subscribers Subscribe today for just $.99. VIEW OPTIONS
Earnings season isn't officially over yet. But with 95% of the S&P 500's (^GSPC +0.02%) companies' first-quarter numbers now in hand -- including all the major ones investors were most interested in -- Q1 earnings season is effectively over. Overall, it was a pretty good quarter. Data from FactSet indicates 84% of the S&P 500's constituents were on pace to beat their earnings estimates, contributi...
Earnings season isn't officially over yet. But with 95% of the S&P 500's (^GSPC +0.02%) companies' first-quarter numbers now in hand -- including all the major ones investors were most interested in -- Q1 earnings season is effectively over. Overall, it was a pretty good quarter. Data from FactSet indicates 84% of the S&P 500's constituents were on pace to beat their earnings estimates, contributing to year-over-year Q1 profit growth of 27.7%. The broader investor takeaways from Q1's earnings reports, however, can be illustrated by just five companies' quarterly reports. 1. Alphabet Alphabet (GOOG +0.00%)(GOOGL +0.03%) continues to roll, reporting 19% year-over-year revenue growth (on a constant-currency basis) for the three months ended March. Its cloud computing arm, which offers artificial intelligence (AI) data center solutions, of course, outpaced all of the company's other businesses. There's a curious detail quietly buried in the numbers, though. That's the fact that Google's advertising revenue grew by more than 15%, accelerating Q4's year-over-year growth pace of just over 13%. Expand NASDAQ : GOOGL Alphabet Today's Change ( 0.03 %) $ 0.12 Current Price $ 389.00 Key Data Points Market Cap $4.7T Day's Range $ 386.00 - $ 393.87 52wk Range $ 162.00 - $ 408.61 Volume 699K Avg Vol 28.1M Gross Margin 60.43 % Dividend Yield 0.22 % What it tells us: Rather than cutting back on promotional efforts in an economic environment that doesn't look or feel all that strong, advertisers are actually getting more aggressive. This acceleration may be a sign that Google Ads offers the most bang for the buck, so to speak. 2. Meta Platforms Meta Platforms' (META +3.76%) Q1 revenue of $56.3 billion and adjusted per-share profits of $7.31 easily topped expectations of $55.5 billion and $6.78 per share (respectively). Nevertheless, shares tanked for several reasons following the late-April release of these results. First, daily active user growth of only 4% (year over year) to 3.56 ...
Fisher Asset Management LLC raised its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 14.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 35,196 shares of the electric vehicle producer's stock after purchasing an additional 4,574 shares during the period. Fisher Asset Management LLC's holding...
Fisher Asset Management LLC raised its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 14.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 35,196 shares of the electric vehicle producer's stock after purchasing an additional 4,574 shares during the period. Fisher Asset Management LLC's holdings in Tesla were worth $15,829,000 at the end of the most recent quarter. Several other institutional investors have also added to or reduced their stakes in TSLA. Networth Advisors LLC purchased a new stake in Tesla during the 4th quarter valued at $26,000. Chapman Financial Group LLC bought a new position in shares of Tesla during the 2nd quarter valued at $26,000. Davidson Capital Management Inc. lifted its holdings in shares of Tesla by 79.4% during the 4th quarter. Davidson Capital Management Inc. now owns 61 shares of the electric vehicle producer's stock valued at $27,000 after buying an additional 27 shares during the period. Prism Advisors Inc. bought a new position in shares of Tesla during the 4th quarter valued at $30,000. Finally, Turning Point Benefit Group Inc. bought a new position in shares of Tesla during the 3rd quarter valued at $30,000. 66.20% of the stock is currently owned by hedge funds and other institutional investors. Get Tesla alerts: Sign Up Wall Street Analyst Weigh In Several equities analysts have recently weighed in on the company. Piper Sandler reissued an "overweight" rating on shares of Tesla in a report on Thursday, January 29th. Morgan Stanley set a $415.00 price target on Tesla and gave the company an "equal weight" rating in a report on Thursday, January 29th. Bank of America assumed coverage on Tesla in a report on Wednesday, March 4th. They set a "buy" rating and a $460.00 price target on the stock. Royal Bank Of Canada reissued a "buy" rating on shares of Tesla in a report on Monday, April 27th. Finally, UBS Group increased their pr...
This interactive model has a limit on the number of drivers that can be modified in a single scenario. When the limit is reached those drivers not yet modified become disabled for modification. Your options are: Create new scenarios to try different combinations of driver modifications Reset one of your driver modifications in this scenario in order to modify another driver
This interactive model has a limit on the number of drivers that can be modified in a single scenario. When the limit is reached those drivers not yet modified become disabled for modification. Your options are: Create new scenarios to try different combinations of driver modifications Reset one of your driver modifications in this scenario in order to modify another driver