With some experts warning that we may have to brace ourselves for interest rate rises later this year, it might seem odd to suggest considering a tracker mortgage. But, amid the economic chaos caused by the Iran war, for some people looking for a home loan or to remortgage, a tracker – where the rate you pay moves up or down in line with the Bank of England base rate – could be a good bet. Typical...
With some experts warning that we may have to brace ourselves for interest rate rises later this year, it might seem odd to suggest considering a tracker mortgage. But, amid the economic chaos caused by the Iran war, for some people looking for a home loan or to remortgage, a tracker – where the rate you pay moves up or down in line with the Bank of England base rate – could be a good bet. Typically, UK borrowers opt for fixed-rate deals, but trackers seem to be enjoying a mini-surge in popularity. The broker L&C Mortgages says the number of people applying for a tracker in April was more than three times that in March. “They are back in the conversation,” says Nicholas Mendes at the broker John Charcol. For a long time, as well as offering payment certainty, fixed-rate mortgages were typically cheaper than trackers. But the Iran war has changed all that. Concerns that higher oil and gas prices will stoke inflation has pushed up the money market swap rates that lenders use to decide rates on their new fixed mortgages. Now the best-buy deals are dearer than the cheapest trackers. Interest rates Consider the outlook for borrowing costs. At the end of April, the Bank of England left the base rate at 3.75% where it has been since a cut in December. But it said the Iran conflict meant the UK might need to brace for rises later this year because “higher inflation is unavoidable”. The Bank outlined a worst-case scenario in which the base rate would have to rise to about 5.25% by the start of 2027. On the other hand, said the Bank governor, Andrew Bailey, there was also a chance interest rates could remain unchanged this year if the war was resolved quickly. View image in fullscreen The Bank of England base rate has remained unchanged at 3.75% since a cut in December. Photograph: Tolga Akmen/EPA Many lenders do not impose early repayment fees on tracker deals, and, with some, there is no product fee either, so you could take one out as a “holding position” and see how thing...
The remains of the road linking two towns in south Devon lie crumbled on the foreshore in a mess of tarmac, steel and concrete. The dramatic coastal road, known as the Slapton Line, has an environmentally protected freshwater lake on one side and the sea on the other, and links the towns of Kingsbridge and Dartmouth. But this year, winter storms demolished a section of the A road between Torcross ...
The remains of the road linking two towns in south Devon lie crumbled on the foreshore in a mess of tarmac, steel and concrete. The dramatic coastal road, known as the Slapton Line, has an environmentally protected freshwater lake on one side and the sea on the other, and links the towns of Kingsbridge and Dartmouth. But this year, winter storms demolished a section of the A road between Torcross and Slapton, which is at the frontline of rising sea levels and coastal erosion, fulfilling a destiny that was predicted more than 30 years ago, but that has not been prepared for. On bank holiday Monday, hundreds of people will walk the route of the road as the tourist season begins in earnest, to highlight how its collapse has hit their livelihoods and put lifestyles under threat. “It is just worrying that nothing is being done,” says Gill Sterry, owner of the Sea View campsite. “I know it takes a long time but its been three months now. Something could have been done to improve the road – even just a little bit of tarmac in places. We feel forgotten about.” The rubble in Devon is evidence of what a committee of MPs say is a total lack of national preparedness for how to tackle the inevitable erosion of land beneath the feet of coastal communities all over the UK. “No great master plan has slipped into place. There isn’t one,” says Dan Thomas, cabinet member for highways and transportation at Devon county council, as he contemplates the £18m cost of repairing the road, which would not even include defences. “£18m out of our whole capital budget for transport of £80m – almost 25% of that budget for a year: that is a sucker punch that the council cannot take.” From the East Riding of Yorkshire, where the soft cliffs of boulder clay at Holderness are retreating at rates of up to 4.5 metres per year – some of the highest rates in Europe – to the north Norfolk coast, to Suffolk and down to the Isle of Wight, communities are at the forefront of an eroding coastline, the retreat...
Throughout my early teen years, my family followed a regular Friday routine that, today, feels distinctly ancient. Every week after dinner, my mother, brother and I would dawdle for 20 minutes down quiet suburban streets to the entertainment haven that was thevideo rental store. If we had been well behaved, the ultimate treat: free rein to rent a film of our choice. My mum rarely vetoed our select...
Throughout my early teen years, my family followed a regular Friday routine that, today, feels distinctly ancient. Every week after dinner, my mother, brother and I would dawdle for 20 minutes down quiet suburban streets to the entertainment haven that was thevideo rental store. If we had been well behaved, the ultimate treat: free rein to rent a film of our choice. My mum rarely vetoed our selection, so we watched a wild range; but it was an unassuming family comedy starring child actors Kristen Stewart and High School Musical’s Corbin Bleu that would change my life for ever. Released in 2004, Catch That Kid tells the story of three kids who rob a bank to pay for Stewart’s father’s expensive surgery. I often describe the film as “The Italian job, but for preteens”. There are all manner of shenanigans but, most importantly, the heist is successful and the trio escape on go-karts. It was this element of the film – not the duplicitous declarations of love Stewart makes to both boys to convince them to help, not the love of climbing that caused her father’s injuries in the first place – that really caught my eye. I remember the moment vividly: sandwiched between my distractible brother and bored mother on the couch, in awe at Stewart and her two loverboys screaming away in fast little machines, surrounded by piles of money. I want to do that, I thought. More than anything else in the world, I wanted to drive fast. With all the self-importance of a 13-year-old making a declaration about the rest of their life, I told my mum: “I am going to become the first black, female, Muslim Formula One driver.” This was pre-Lewis Hamilton, of course. “OK,” she replied. “After you go wash the dishes …” My parents were certain that this was a phase. But somehow, it wasn’t. I read every single book about cars in the local library, I stuck posters up of 1963 Corvette Sting Rays and McLaren F1s on my walls. double quotation mark I’d been attracted by the adventure; the idea of taking a h...
One by one, the visitors descend through a tight tunnel cut through volcanic rock into the damp foundations of the Teatro Romano buried beneath Herculaneum, with the weight of 2,000 years of city above them. “This is a time machine,” the guide says, “and we are going back.” It is pitch black as film-maker Gianfranco Rosi’s camera finds torchlight catching the tourists’ transparent waterproof capes...
One by one, the visitors descend through a tight tunnel cut through volcanic rock into the damp foundations of the Teatro Romano buried beneath Herculaneum, with the weight of 2,000 years of city above them. “This is a time machine,” the guide says, “and we are going back.” It is pitch black as film-maker Gianfranco Rosi’s camera finds torchlight catching the tourists’ transparent waterproof capes, making them appear like ghosts. Released on the streaming platform Mubi this March, Rosi’s documentary Pompei: Below the Clouds threads a needle from classical antiquity to the present day. Presented in ashen black and white, without narration or interviews, it places the viewer inside the region surrounding Naples and leaves us there, each scene presenting a place and a moment in the area’s long history. View image in fullscreen Illustration: Guardian Graphics Naples is one of the oldest continuously inhabited cities in the world, and most visitors see only a fraction of it before boarding the Circumvesuviana at Porta Nolana and riding the narrow-gauge railway east to Pompei or Herculaneum. In Below the Clouds, Rosi does not alight there. He stays on the train, camera in hand, and traverses this seismic landscape – from the Sorrentine peninsula, crowned by Vesuvius in the east, to the lesser-known craters of the Phlegraean Fields in the west. The train, Rosi says, is “my time machine”. His lens draws us into the Naples most visitors never see. As a film-maker myself, who has lived and worked in Naples for the past 15 years, I was inspired by Below the Clouds to make my own pilgrimage, and boarded the overcrowded, noisy trains I usually avoid. View image in fullscreen Villa Oplontis ‘feels like a secret discovery’. Photograph: Alfio Giannotti/Alamy Before the Circumvesuviana reaches the archaeological site of Pompei, it skirts the Bay of Naples, passing through a number of overlooked towns characterised by a stratification of history visible in the architecture. Drawing i...
France has committed €23 billion (US$26.7 billion) to Africa’s private sector in a bid to counter Chinese dominance and rebuild its influence on the continent. Speaking at the Africa Forward Summit in Nairobi earlier this month, President Emmanuel Macron pitched the investment as a “jolt” to reset relations, positioning Europe as a partner for Africa’s “strategic autonomy” as the geopolitical race...
France has committed €23 billion (US$26.7 billion) to Africa’s private sector in a bid to counter Chinese dominance and rebuild its influence on the continent. Speaking at the Africa Forward Summit in Nairobi earlier this month, President Emmanuel Macron pitched the investment as a “jolt” to reset relations, positioning Europe as a partner for Africa’s “strategic autonomy” as the geopolitical race with Beijing heats up. The move marks a major shift as Paris tries to win over anglophone countries such as Kenya after losing ground in the Sahel, where coups and anti-French sentiment have seen Burkina Faso, Mali and Niger cut ties in favour of Beijing and Moscow. Advertisement By co-hosting the summit with Kenya, Macron bypassed the historical baggage of “Françafrique” and challenged what he described as China’s “predatory logic”. Analysts said Beijing’s deep roots in infrastructure and focus on development needs had already changed the continent’s external power balance. President Emmanuel Macron announced €23 billion of investment during the summit. Photo: AFP Sanusha Naidu, a senior research associate at the Institute for Global Dialogue in Cape Town, described the summit as a form of “strategic hedging” and said it marked a symbolic shift.
It took a second, but investors pushed stocks higher to end the week. The blockbuster results from NVIDIA Corp. NASDAQ: NVDA provided the fuel. More than the results, the company’s forward guidance makes it clear that the AI infrastructure trade is backed by tangible demand. Not all the news was strong this week. Retail stocks painted a mixed picture that confirmed the bifurcated state of the cons...
It took a second, but investors pushed stocks higher to end the week. The blockbuster results from NVIDIA Corp. NASDAQ: NVDA provided the fuel. More than the results, the company’s forward guidance makes it clear that the AI infrastructure trade is backed by tangible demand. Not all the news was strong this week. Retail stocks painted a mixed picture that confirmed the bifurcated state of the consumer, for whom inflation remains front and center. To that end, a catalyst to the market rally was news that the conflict in Iran may be drawing to a close. A swift resolution would take the pressure off oil prices. Get NVIDIA alerts: Sign Up That conflict is also a good reminder of why U.S. markets will be closed on Monday. The United States will be observing Memorial Day. We hope you enjoy the weekend, and be assured that the MarketBeat analysts will be keeping you informed of the stocks and stories moving the markets. Here are some of our most popular stories from this week. Articles by Thomas Hughes One takeaway from NVIDIA’s earnings report is that data center demand is growing faster than manufacturing can keep up. That's bullish for a company like Applied Optoelectronics NASDAQ: AAOI, a rising name in the photonics market. Thomas Hughes laid out the bull case that may mean AAOI is at a turning point and the one potential headwind that investors should watch closely. The next wave of AI applications will happen on the edge (i.e., on device). Hughes explained why that makes the bullish case for Everspin Technologies NASDAQ: MRAM and how investors should approach the stock after a bullish post-earnings move. One of the most important retail earnings reports came from Home Depot NYSE: HD, which intersects with the housing market. The company’s guidance forecasts ongoing consumer pressure, but Hughes noted that the post-earnings selloff in HD is creating an opportunity. Articles by Sam Quirke Any investor who still believes Tesla Inc. NASDAQ: TSLA is just a car company sh...
Hong Kong authorities will consider requiring operators to display the odds of winning on claw machines, while remaining open to increasing the prize value and maximum payout per game under a proposed regulatory regime, the home affairs minister has said. “The most important thing is to protect players and consumers, ensure they play in a safe environment, and prevent addiction. These are our prio...
Hong Kong authorities will consider requiring operators to display the odds of winning on claw machines, while remaining open to increasing the prize value and maximum payout per game under a proposed regulatory regime, the home affairs minister has said. “The most important thing is to protect players and consumers, ensure they play in a safe environment, and prevent addiction. These are our priorities,” Secretary for Home and Youth Affairs Alice Mak Mei-kuen told a radio programme on Saturday. The government proposed earlier this month to tighten the oversight of claw machines, pinball machines and other prize-based amusement games by issuing individual licences for each device. Advertisement The legal changes would remove the mandatory requirement to hold a Places of Public Entertainment Licence when applying for an Amusements with Prizes Licence. The High Court ruled in 2022 that claw machines were exempt from the first licensing requirement, meaning they could not be regulated by the latter permit if the rules were not changed. Mak said that under the new regime, all claw machines must display their licences, the licensees’ contact details, as well as anti-addiction slogans. Advertisement She added that authorities would consult the industry and consider requiring operators to state the odds of winning on machines to better protect consumers.
The death toll from a gas explosion at a coalmine in northern China’s Shanxi province has risen to at least 82, state media Xinhua reported on Saturday, with nine people still missing. The gas explosion happened late on Friday at the Liushenyu coalmine in Qinyuan county, while 247 workers were underground, Xinhua reported. Initial reports said eight people had been killed, while more than 200 peop...
The death toll from a gas explosion at a coalmine in northern China’s Shanxi province has risen to at least 82, state media Xinhua reported on Saturday, with nine people still missing. The gas explosion happened late on Friday at the Liushenyu coalmine in Qinyuan county, while 247 workers were underground, Xinhua reported. Initial reports said eight people had been killed, while more than 200 people had been brought safely to the surface. Chinese President Xi Jinping called for authorities to “spare no effort” in treating the injured and conducting search and rescue operations, while ordering an investigation into the cause of the accident and who was accountable, according to Xinhua. Premier Li Qiang echoed the instructions, calling for timely and accurate release of information and rigorous accountability. Rescue operations had begun and the cause of the accident was under investigation, according to the local emergency management authority in Qinyuan. China has significantly reduced coalmine fatalities – often caused by gas explosions or flooding - since the early 2000s by imposing more stringent regulations and safer practices. However, this latest accident was one of the deadliest reported in China in the past decade. Executives of the company responsible for the mine have been detained, Xinhua reported. More details soon …
Investing.com -- Artificial intelligence is generating a minor impact on macroeconomic output despite widespread corporate adoption for individual workflows, according to a research report released by BofA Global Research on Friday. Data indicates that AI integration currently lifts aggregate macroeconomic productivity by approximately 0.1% per year. While the technology is demonstrating distinct ...
Investing.com -- Artificial intelligence is generating a minor impact on macroeconomic output despite widespread corporate adoption for individual workflows, according to a research report released by BofA Global Research on Friday. Data indicates that AI integration currently lifts aggregate macroeconomic productivity by approximately 0.1% per year. While the technology is demonstrating distinct productivity gains in highly specific, well-defined corporate tasks, the local increases have yet to scale sharply across the broader domestic economy. BofA Securities economists attribute this slow macroeconomic translation to practical headwinds, citing delayed corporate adoption timelines, persistent skills gaps among the workforce, and institutional organizational constraints as the primary factors limiting near-term aggregate output. However, long-term projections suggest the structural impact could scale by a factor of ten as AI models iterate and expand. If AI successfully broadens its task capabilities, penetrates deeper into diverse industry sectors, and achieves lower cost thresholds, macroeconomic productivity gains could rise by up to 1.0% per year over the next decade. In this optimistic baseline scenario, the accelerated efficiency could potentially elevate long-term global GDP growth up to a 4.5% annualized pace. Concurrently, BofA Global Research economists noted that U.S. second-quarter GDP tracking remains stable at a 2.6% quarter-over-quarter seasonally adjusted annual rate (saar) following the release of recent April housing starts data. The tracking calculation mechanically aggregates high-frequency data releases to align with official government tracking metrics. Monetary policy and consumer variables also hit the economic calendar on Friday. Federal Reserve Governor Christopher Waller delivered public remarks concerning the domestic economic outlook, coinciding with the official swearing-in ceremony of Kevin Warsh as the new Federal Reserve Chair. Add...
Nutanix (NasdaqGS:NTNX) has issued over 4.1 million shares to AMD under a stock purchase agreement. The transaction, recently completed, totals US$150 million in new Nutanix equity issued to AMD. This share issuance introduces a large technology peer as a direct shareholder in Nutanix. Nutanix focuses on cloud software and hyperconverged infrastructure, with the goal of simplifying how enterprises...
Nutanix (NasdaqGS:NTNX) has issued over 4.1 million shares to AMD under a stock purchase agreement. The transaction, recently completed, totals US$150 million in new Nutanix equity issued to AMD. This share issuance introduces a large technology peer as a direct shareholder in Nutanix. Nutanix focuses on cloud software and hyperconverged infrastructure, with the goal of simplifying how enterprises run applications and data across private and public clouds. In the context of ongoing cloud adoption and hybrid IT setups, the US$150 million issuance to AMD adds a corporate development that sits alongside broader sector themes such as workload flexibility and data center efficiency. For long term investors, a direct equity link between Nutanix and AMD may shape views on potential future product alignment or joint go to market activity, even though no specific commitments are described here. The change in Nutanix’s capital structure, with a new block of shares held by a large technology company, may be considered together with other fundamental factors such as revenue mix, profitability and balance sheet strength. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Nutanix. NasdaqGS:NTNX 1-Year Stock Price Chart Advertisement Quick Assessment ⚖️ Price vs Analyst Target : At US$47.12, Nutanix trades about 14% below the US$54.68 analyst target, leaving some gap to consensus expectations. : At US$47.12, Nutanix trades about 14% below the US$54.68 analyst target, leaving some gap to consensus expectations. ✅ Simply Wall St Valuation : Shares are described as trading 37.1% below an estimated fair value, signaling a valuation discount on this framework. : Shares are described as trading 37.1% below an estimated fair value, signaling a valuation discount on this framework. ✅ Recent Momentum: The stock is up 13.7% over the past 30 days, showing recent positive momentum into the AMD share issuance...
DeltaOFF/iStock Editorial via Getty Images Roughly one year ago I put out an article titled " VICI Properties: Virtually Tariff-Proof and Growing Like a Weed ". In it, I made the case that shares of VICI Properties ( VICI ), the landlord that owns Caesars Palace, the MGM Grand, and a number of other famous Vegas casinos (and a growing property portfolio outside the Vegas area), looked like a tarif...
DeltaOFF/iStock Editorial via Getty Images Roughly one year ago I put out an article titled " VICI Properties: Virtually Tariff-Proof and Growing Like a Weed ". In it, I made the case that shares of VICI Properties ( VICI ), the landlord that owns Caesars Palace, the MGM Grand, and a number of other famous Vegas casinos (and a growing property portfolio outside the Vegas area), looked like a tariff-proof place to stash your cash given the ongoing uncertainty at the time. When I published the article, the markets were at their local bottom, and as a result, it's been one of my worst performing calls to date on Seeking Alpha. Shares of VICI (including dividends) have returned a total of 1.6%, while the S&P 500 has returned more than 50% over the same span: Seeking Alpha In the article, I classified VICI as a strong, stable dividend-oriented play for income investors, and in many ways that's still true. The company's 6.2% yield appears well backed, and even in the case of a negative renegotiation with Caesars on their lease payments, I anticipate that the company's stable asset base will continue generating solid income for investors. At the same time, a weak consumer environment has put pressure on the company's tenants, and at the end of the day, the stock is fundamentally an extremely low-growth prospect. Obviously, most landlords are not high-growth businesses, but only paying a 6.1% dividend, I think there's a better way to play the stock. Right now, selling put options on VICI can generate 12.2% in annualized yield, while promising to get investors in at a better price, should shares dip any further. I view VICI as a rock-solid business, but one with fundamentally reduced total return opportunities in the years to come. Selling options and getting in at a better price looks like the best way to play it. Today, I'll outline what's happened with VICI since my last coverage, touch on the financial trajectory of the business, and make the case that selling put option...
gt29/iStock via Getty Images India has compounded book value through every crisis for 20 years. That quality now trades at a near 20-year relative discount to broad emerging markets. What 20 Years of Corporate Book Value Growth Tell Us About Investing in India Today There are two ways to own India. The first is a short-term bet: that India will outperform China, EM, or the S&P 500 over the next ye...
gt29/iStock via Getty Images India has compounded book value through every crisis for 20 years. That quality now trades at a near 20-year relative discount to broad emerging markets. What 20 Years of Corporate Book Value Growth Tell Us About Investing in India Today There are two ways to own India. The first is a short-term bet: that India will outperform China, EM, or the S&P 500 over the next year or two. The second is a long-term position in the growth of Indian corporate book value. These are different investments. The first requires a prediction. The second requires patience. This piece is about the second. Before going further, two terms matter. Compounding is what happens when a business reinvests what it earns. Each year’s gains build on the previous year’s. Over time, small, consistent growth rates produce large results. A business growing book value at 9% per year doubles it in roughly eight years. Doubles it again in eight more. Book value per share is what a company owns minus what it owes, divided by shares outstanding. Think of it as the accumulated net worth of the business. It grows when a company earns more than it spends. It is a more stable measure than stock price, which moves daily with investor sentiment. Price tells you what the market thinks a business is worth today. Book value tells you what the business has built over time. Unlike price performance, looking at book value growth strips sentiment out of the picture. Over the past 20 years, the MSCI India Index has grown book value per share at 9.4% per year in USD terms, on a total return basis including dividend reinvestment. That is the number this piece is built around. Short-term traders and long-term investors are asking different questions. When India underperforms, as it has over the past year, the instinct is to ask whether it will catch up. Will India beat China next year? Will it outperform broader EM? These are reasonable questions for a short-term trader. They are the wrong quest...
ridham supriyanto/iStock Editorial via Getty Images Deckers Outdoor ( DECK ) just dropped one of the most impressive earnings reports that I have seen in the consumer discretionary sector, and it seems that Wall Street barely noticed. News headlines are so wrapped up in stories about shaky consumer sentiment , rising oil prices , and the impacts of tariffs that some investors have seemingly writte...
ridham supriyanto/iStock Editorial via Getty Images Deckers Outdoor ( DECK ) just dropped one of the most impressive earnings reports that I have seen in the consumer discretionary sector, and it seems that Wall Street barely noticed. News headlines are so wrapped up in stories about shaky consumer sentiment , rising oil prices , and the impacts of tariffs that some investors have seemingly written off the entire sector as a whole. This is a critical mistake when standout companies like Deckers are currently firing on all cylinders and represent an excellent buying opportunity. This is a company that just reported record revenues, record profits, and double-digit growth of its Hoka brand, and yet some want to write it all off. With that in mind, let's take a look at exactly what Deckers is getting right, where there are some challenges, and why you should own it in your portfolio. The Latest Earnings Report Produced Nothing but Solid Numbers If you did nothing but listen to media headlines about how troubled the American consumer is, then you might have braced yourself for a less-than-stellar earnings report from Deckers, but that narrative was all wrong. Here is what the company actually produced in its Q4 2026 earnings call : FY2026 Revenue: $5.47B (up 10% YoY) Q4 2026 Revenue: $1.12B (up 9.55% YoY) FY2026 EPS: $7.02 (up 11% YoY) Operating Margin: 23.1% What is not to love about those figures? What I see is a consistent revenue engine that also finds ways to translate those revenues into earnings for the shareholders. The operating margin of 23.1% is an impressive number that tells me that the company is still in a high-growth phase that is not being accounted for nearly enough in the share price. Steve Fasching, Chief Financial Officer of Deckers Outdoors , called that figure "best-in-class": Our focused execution in the global marketplace yielded high levels of full price selling to deliver strong gross margins, which combined with our investment discipline and ...
I want to think that my portfolio is fairly balanced. I own tech stocks that put me in a position to benefit from the sector's high growth, and I also own dividend-paying stocks that return value regardless of day-to-day stock price performance. High-growth tech stocks get much of the attention, but dividend stocks contribute meaningfully to many investors' portfolios. It's an under-the-radar gift...
I want to think that my portfolio is fairly balanced. I own tech stocks that put me in a position to benefit from the sector's high growth, and I also own dividend-paying stocks that return value regardless of day-to-day stock price performance. High-growth tech stocks get much of the attention, but dividend stocks contribute meaningfully to many investors' portfolios. It's an under-the-radar gift that keeps giving in many cases. Not all dividend stocks are created equal, but two that I own and will keep for the long haul are Coca-Cola (KO +0.49%) and Walmart (WMT 0.88%). I wouldn't hesitate to double up on them right now because I know I can treat them as set-it-and-forget-it stocks. The beverage king continues to reign supreme Coca-Cola is one of the legacy blue chip dividend stocks on the market. It has worldwide brand recognition, timeless products, and an unmatched distribution network. It's a trifecta you want from any stock but especially a dividend stock. One of the smartest moves Coca-Cola made was going to an asset-light business model. Although you can walk into your local convenience store or restaurant and buy a Coca-Cola product, the company doesn't actually bottle or can the finished product. Instead, it sells concentrates and syrups to its distribution partners, which then handle bottling and distribution. Not only has this helped Coca-Cola expand its distribution by relying on local distributors more familiar with the landscape and logistics, but it has also improved margins because it doesn't need as many trucks or other costly machinery. Expand NYSE : KO Coca-Cola Today's Change ( 0.49 %) $ 0.40 Current Price $ 81.57 Key Data Points Market Cap $351B Day's Range $ 80.92 - $ 81.67 52wk Range $ 65.35 - $ 82.66 Volume 434K Avg Vol 15.3M Gross Margin 61.82 % Dividend Yield 2.53 % Coca-Cola is a company whose dividend you don't have to second guess. It's a Dividend King (a company with at least 50 consecutive years of dividend increases), with 64 consec...
Drazen Zigic/iStock via Getty Images BrasilAgro ( LND ) reported 3Q26 results , corresponding to the quarter ended in March 2026. The company owns and operates agricultural land in Brazil, plus adjacent operations in Paraguay and Bolivia. It is a producer of soybeans and sugarcane (main crops) along with corn, cotton, beans, and cattle. The quarter is more relevant for the year than the previous o...
Drazen Zigic/iStock via Getty Images BrasilAgro ( LND ) reported 3Q26 results , corresponding to the quarter ended in March 2026. The company owns and operates agricultural land in Brazil, plus adjacent operations in Paraguay and Bolivia. It is a producer of soybeans and sugarcane (main crops) along with corn, cotton, beans, and cattle. The quarter is more relevant for the year than the previous ones because we are now seeing part of the current harvest flowing through the financials. The company has harvested most of its soybeans, started corn harvesting, and also started the sugarcane harvest. The results were not good, although this is not surprising given the situation in agricultural commodities. The cycle remains challenging. Product prices are down, input prices are up, and management is already warning about the possibility of a difficult climate year ahead, with El Niño creating a higher risk for the next planting season. The key question is what adjusts first. Either input prices fall, especially if the conflict around Hormuz cools down, or grain and sugar prices rise enough to compensate farmers for higher costs. Otherwise, the risk is that farmers will reduce planting, reduce fertilization, or accept lower margins and yields. In the meantime, I prefer to wait. The name is clearly closer to bottom-cycle profitability than to mid-cycle profitability, but that does not make the valuation automatically attractive. I maintain a Hold rating. 3Q26 results As a reminder, BrasilAgro’s fiscal year follows the crop year. The fiscal year runs from July to June, which means 3Q26 corresponds to calendar 1Q26. Operationally, the company has now harvested most of its soybeans and is starting the harvest of corn and sugarcane. The company has reduced some estimates for the year for area planted (4% in total), mainly for second-crops (bad margins), and cotton. Total projected grain and cotton production was reduced by 4% from the initial estimate. Revenues from agricultur...
NVIDIA (NVDA) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough? Why Bet On NVDA Now? The primary thesis is that NVIDIA is the sole-source enabler of the AI industrial revolution. The adoption of its next-generation ‘Blackwell’ ...
NVIDIA (NVDA) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough? Why Bet On NVDA Now? The primary thesis is that NVIDIA is the sole-source enabler of the AI industrial revolution. The adoption of its next-generation ‘Blackwell’ and ‘Rubin’ platforms will fuel a durable capital investment cycle as hyperscalers, enterprises, and sovereign nations build out ‘AI factories,’ sustaining hypergrowth well into calendar 2026 and 2027. Data Center revenue growth accelerated to +75% YoY in Q4 FY26. Forward guidance for Q2 FY27 was raised to $91.0 billion (plus or minus 2%). This indicates sustained sequential growth, exceeding a record prior quarter. The CUDA software platform has a massive ecosystem of over 4 million developers, creating a deep and defensible competitive moat. Management has secured supply commitments into calendar 2027, signaling high confidence in long-term demand visibility. Before making any decision, it helps to understand if the above factors align with what has been driving NVDA stock so far, or has the market view changed? How Do The Fundamentals Look? Long-Term Profitability : About 50.5% operating cash flow margin and 60.6% operating margin (last 3-year average). : About 50.5% operating cash flow margin and 60.6% operating margin (last 3-year average). Strong Momentum : Currently in the top 10th percentile of stocks in terms of “trend strength” – our proprietary momentum metric. : Currently in the top 10th percentile of stocks in terms of “trend strength” – our proprietary momentum metric. Revenue Growth: NVIDIA saw revenue growth of 70.7% LTM and 121.7% last 3-year average, but this is not a growth story Below is a quick comparison of NVDA fundamentals with S&P medians. NVDA S&P Median Sector Information Technology – Industry Semiconductors – PS Ratio 20.6 3.2 PE Ratio 32.8 23.9 ...
What Happened? A number of stocks jumped in the afternoon session after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure. The strong results confirmed investors' belief in a sustained AI-driven boom, lifting the entire semiconductor sector. Nvidia's success signals a massive buildout of data centers, which require ...
What Happened? A number of stocks jumped in the afternoon session after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure. The strong results confirmed investors' belief in a sustained AI-driven boom, lifting the entire semiconductor sector. Nvidia's success signals a massive buildout of data centers, which require a vast supply of high-performance chips. This directly benefits memory chip manufacturers like Samsung and SK Hynix, which produce essential components like High Bandwidth Memory (HBM). The intense demand has led some analysts to declare a 'semiconductor supercycle,' a prolonged period of above-average growth for the industry, as companies worldwide race to develop their AI capabilities. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Impinj (PI) Impinj’s shares are extremely volatile and have had 40 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 6 days ago when the stock dropped 3.2% on the news that the U.S.-China summit concluded without any significant breakthroughs on semiconductor sales to the country. Expectations had been building for a potential deal, particularly regarding Washington's authorization for Nvidia to export its H200 chips to China. However, the summit ended without a formal approval for the shipments from Beijing. This lack of progress disappointed investors who had hoped for a resolution. Adding to the negative sentiment, U.S. Trade Representative Jamieson Greer stated in an interview that semiconductors were not a primary focus during the talks between President Trump and Chinese leader Xi Jinping, dashing hopes for a near-...