Key PointsTech and AI stocks have dominated the market over the past 15 years. That's turned dividend stocks into a really underappreciated asset class.
Key PointsTech and AI stocks have dominated the market over the past 15 years. That's turned dividend stocks into a really underappreciated asset class.
Yuji Sakai/DigitalVision via Getty Images London ( UKX ) +1.73% to 10,396. UK data shows modest recovery in service sector. Germany ( DAX:IND ) +1.51% to 24,769. Germany's service sector contracts in April, manufacturing rises. France ( CAC:IND ) +1.60% to 8,191. France's service sector falls at fastest pace in over two years . In other parts of Europe, Euro Area economy contracts for first time i...
Yuji Sakai/DigitalVision via Getty Images London ( UKX ) +1.73% to 10,396. UK data shows modest recovery in service sector. Germany ( DAX:IND ) +1.51% to 24,769. Germany's service sector contracts in April, manufacturing rises. France ( CAC:IND ) +1.60% to 8,191. France's service sector falls at fastest pace in over two years . In other parts of Europe, Euro Area economy contracts for first time in over a year . Spain's service sector falls into contraction territory, manufacturing rises . The pan-European Stoxx 600 ( STOXX) moved 1.50% higher to 618.9, extending the previous session's gains, driven by renewed hopes of a U.S.-Iran deal. President Donald Trump announced the temporary suspension of “Project Freedom” to resume talks with Iran. I nvestors will also keep a close watch on the earnings season. In the bond market, the yield on the US 10-year Treasury was down 5 basis points to 4.37%. UK's 10-year yield was down 6 basis points to 5%. Germany's 10-year yield was down 5 basis points to 3.02%. Currencies: ( EUR:USD ) ( GBP:USD ) ( CHF:USD ) ETFs: (NYSEARCA: EWG ), (NYSE: GF ), (NYSEARCA: EWI ), (NYSEARCA: EWQ ), (NASDAQ: FGM ), (NASDAQ: DAX ), (NYSEARCA: FLGR ), (NYSEARCA: FXB ), (NYSEARCA: EWU ), (NASDAQ: FKU ), (BATS: EWUS ), (NYSEARCA: FLGB ), (NYSEARCA: GREK ) More on Europe GBP/USD Potential Trade Setups: Two Opportunities On The Bullish Retest And Breakout Play EUR/USD, GBP/USD Overview - FX Picks Up Again, U.S. Dollar Tumbles After The ECB And BOE EUR/USD Drifted Down To 1.1665/1635 Key Support For Potential Bullish Reversal UK data shows modest recovery in service sector Euro Area economy contracts for first time in over a year
Just_Super/E+ via Getty Images Celestica ( CLS ) benefited from strong demand for its Cloud services in the first quarter that are required in order to run large-scale Data Centers. As a result, Celestica crushed estimates for its first quarter. Yet, despite the company's raised guidance for FY 2026 and ramp in sector CapEx, shares dropped 14% after the report. I believe this sell-off was only a '...
Just_Super/E+ via Getty Images Celestica ( CLS ) benefited from strong demand for its Cloud services in the first quarter that are required in order to run large-scale Data Centers. As a result, Celestica crushed estimates for its first quarter. Yet, despite the company's raised guidance for FY 2026 and ramp in sector CapEx, shares dropped 14% after the report. I believe this sell-off was only a 'sell the news' kind of event, and I expect Celestica to continue to deliver a strong performance in 2026. I like that Celestica is heavily oriented towards the Data Center segment, where investment spending is marking new records. Celestica has seen a strong run in the last year, with shares rising almost 350%, but given the stickiness of CapEx trends, I believe that the Data Center enterprise will continue to be able to surprise investors. Data by YCharts Previous Rating I rated shares of Celestica a 'Buy' -- A 2026 AI Opportunity With Growth Potential -- as it developed an AI-optimized hardware infrastructure product line-up to be deployed in a growing footprint of U.S. Data Centers. Celestica significantly increased its guidance for FY 2026 last week, yet shares dropped more than 10% as investors took profits after a strong performance in the last year. That said, Celestica's fundamentals are improving, and CapEx spending in the server industry, in my opinion, is set to accelerate , not decelerate, in the years ahead, creating favorable demand dynamics to support Celestica's growth. Celestica: A Play on the AI Boom Celestica beat results for the bottom line amid strong demand for hardware products in the server industry: it reported $2.16 per share in non-GAAP earnings, beating the estimate by $0.08 per share. Revenues reached $4.05B but slightly missed the average prediction by $1.0M. Seeking Alpha Celestica's Cloud Solutions segment fortified its position as a growth driver for the AI infrastructure company in the first quarter, with the segment posting massive 76% gro...
Abu Dhabi National Oil Co. appears to have been able to export a second liquefied natural gas shipment through the Strait of Hormuz, according to ship-tracking data compiled by Bloomberg, even as the Iran war halts most traffic. The Mraweh tanker, which is owned by Adnoc, was seen loaded with a cargo near northern Indonesia on Wednesday, with Japan listed as its next destination, after not transmi...
Abu Dhabi National Oil Co. appears to have been able to export a second liquefied natural gas shipment through the Strait of Hormuz, according to ship-tracking data compiled by Bloomberg, even as the Iran war halts most traffic. The Mraweh tanker, which is owned by Adnoc, was seen loaded with a cargo near northern Indonesia on Wednesday, with Japan listed as its next destination, after not transmitting a location for over two weeks, shipping data shows. The vessel was previously spotted empty on April 19, idling near the eastern entrance of Hormuz. It isn’t immediately clear where the ship picked up the fuel. Since 2021, it has only taken shipments from Adnoc’s Das Island LNG export plant in the Persian Gulf, according to shipping data. Adnoc didn’t immediately respond to a request for comment. If confirmed, it would only be the second known LNG shipment exported from the Persian Gulf since the war began at the end of February. The Mubaraz — which loaded a cargo from Das Island in early March — also stopped sending a signal in late-March before reappearing nearly a month later crossing the southern tip of India. Adnoc appears to still be loading LNG from its Das Island facility. Satellite images showed another tanker docked there on Tuesday, despite the shipping data not signaling any carriers in the area. Movement through Hormuz remains fraught with risk, as the US and Iran struggle to agree a peace deal and have implemented their own de facto blockades. Iranian drones struck an empty Adnoc tanker off the coast of Oman earlier this week, according to the company. The ongoing conflict has throttled roughly a fifth of global LNG supply, sending gas prices higher in Europe and Asia, and triggering energy shortages in some emerging economies. While the potential passage may raise hopes of increased LNG exports from the region, most other vessels in the Gulf appear to be remaining in place. Before the war, roughly three loaded LNG carriers transited Hormuz daily.
智能手机统治了过去十几年的数字生态，它是注意力的黑洞，是我们最私密的随身之物。但手机从设计之初就是为「人盯着它」而生的——它的全部逻辑，都止于屏幕。 AI 的需求却恰恰相反：它需要持续感知物理世界——见你所见，听你所闻，随时在场，而非等你解锁屏幕才醒来。 当 AI 真正成为一种基础能力，它迟早要从屏幕里破壳而出，寻找属于它自己的形状。这将是一个漫长的探索和演化过程。 「AI 器物志」栏目由此而来，...
FCA focuses on marketing, misleading ads, unfair exit fees and people being signed up without their permission The City regulator has launched a review of claims management companies amid concerns that firms are misleading victims of financial scandals, such as car finance, about their compensation. The Financial Conduct Authority (FCA) said some companies were pursuing “aggressive marketing, misl...
FCA focuses on marketing, misleading ads, unfair exit fees and people being signed up without their permission The City regulator has launched a review of claims management companies amid concerns that firms are misleading victims of financial scandals, such as car finance, about their compensation. The Financial Conduct Authority (FCA) said some companies were pursuing “aggressive marketing, misleading advertising and unfair exit fees”. Continue reading...
The S&P 500 (SNPINDEX: ^GSPC) has more than doubled since the current bull market began in October 2022, and the index currently trades near its record high. But the stock market may run into trouble when Kevin Warsh potentially replaces Federal Reserve Chair Jerome Powell in May. Last week, the Senate Banking Committee voted to advance Warsh's nomination to the full Senate, but the vote fell enti...
The S&P 500 (SNPINDEX: ^GSPC) has more than doubled since the current bull market began in October 2022, and the index currently trades near its record high. But the stock market may run into trouble when Kevin Warsh potentially replaces Federal Reserve Chair Jerome Powell in May. Last week, the Senate Banking Committee voted to advance Warsh's nomination to the full Senate, but the vote fell entirely along party lines for the first time in history. Democrats are concerned Warsh will push for unnecessary rate cuts to appease President Trump, who has repeatedly attacked Powell for keeping interest rates "too high." However, investors should be more concerned about Warsh's ambition to shrink the Fed's balance sheet, which could actually put upward pressure on interest rates. That could be bad news for the stock market, particularly because the S&P 500 already trades at a rich valuation. Continue reading