For the first time, the world's largest contract electronics maker has issued a full-year revenue outlook, and the message is unambiguous: the AI infrastructure boom has years to run. Bury the profit miss. The more consequential number out of Foxconn on Monday is the one the company has never...
For the first time, the world's largest contract electronics maker has issued a full-year revenue outlook, and the message is unambiguous: the AI infrastructure boom has years to run. Bury the profit miss. The more consequential number out of Foxconn on Monday is the one the company has never...
Key Points Social Security spousal benefits have different rules than regular retirement benefits. There's a maximum value spousal benefits are worth. Delaying your claim beyond a certain point doesn't make sense. The $23,760 Social Security bonus most retirees completely overlook › It's a nice thing to retire with a spouse. Sure, you might get on each other's nerves from time to time if you're bo...
Key Points Social Security spousal benefits have different rules than regular retirement benefits. There's a maximum value spousal benefits are worth. Delaying your claim beyond a certain point doesn't make sense. The $23,760 Social Security bonus most retirees completely overlook › It's a nice thing to retire with a spouse. Sure, you might get on each other's nerves from time to time if you're both home frequently. But when you're not working, it's nice to have a partner's company. And financially, it can be helpful to share living expenses while potentially pooling two retirement savings accounts and two sets of Social Security benefits. Even if one of you never worked, you and your spouse may still be eligible for two sets of Social Security checks -- regular retirement benefits and spousal benefits. But it's important to understand how Social Security's spousal benefits work. It's also crucial to avoid one trap couples tend to fall into when claiming spousal benefits. 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 » Recognize that spousal benefits can't grow One big misconception about Social Security spousal benefits is that they're eligible for delayed retirement credits. Well, spoiler alert. They're not. When you're claiming Social Security based on your own wage history, your benefits get an 8% boost for each year you delay your claim past full retirement age, up until age 70. But those delayed retirement credits do not apply to spousal benefits. If you're collecting spousal benefits, the max you can get is 50% of your spouse's Social Security benefit at their full retirement age. And you need to wait until your full retirement age to claim your spousal benefit in full. If you file for spousal benefits before reaching full retirement age (you can sign up as early as 62), they'll be reduced....
undefined China’s fixed-asset investment returned to growth in the first two months of this year, beating expectations as infrastructure spending jumped. Fixed-asset investment rose 1.8% year-on-year in the period, data released Monday by the National Bureau of Statistics (NBS) showed. Economists surveyed by Caixin had expected an average contraction of 3.7%. Infrastructure investment was the main...
undefined China’s fixed-asset investment returned to growth in the first two months of this year, beating expectations as infrastructure spending jumped. Fixed-asset investment rose 1.8% year-on-year in the period, data released Monday by the National Bureau of Statistics (NBS) showed. Economists surveyed by Caixin had expected an average contraction of 3.7%. Infrastructure investment was the main driver, jumping 11.4% and contributing about 3 percentage points to overall investment growth. NBS spokesperson Fu Linghui said the increase reflected the launch of major projects tied to the start of China’s 15th Five-Year Plan (2026-2030).
alfexe/iStock via Getty Images Introduction The last time I covered SSR Mining ( SSRM ), I highlighted their upside and potential to recover even without contributions from their Çöpler mine following the accident. Following a strong report on the back of record gold prices and the sale of the Çöpler project, SSRM is upgraded to a Strong Buy, backed by excellent financials and significant optional...
alfexe/iStock via Getty Images Introduction The last time I covered SSR Mining ( SSRM ), I highlighted their upside and potential to recover even without contributions from their Çöpler mine following the accident. Following a strong report on the back of record gold prices and the sale of the Çöpler project, SSRM is upgraded to a Strong Buy, backed by excellent financials and significant optionality, as well as an improved geographical footprint that can lead to a potential re-rating. Internal Developments SSR Mining IR SSRM reported a strong Q4 and 2025 as a whole thanks to the jump in gold prices, beating the market’s top- and bottom-line estimates significantly and delivering a free cash flow of $241.6 million in 2025, $106.4 million of which was in Q4 alone, despite a significant increase in CAPEX to $230.2 million (compared to $143.5 million in 2024). As mentioned in the previous analysis, the new Turkish regulation giving the final say on mining permits to the president could’ve contributed to “Çöpler’s restart or at least allow SSRM to sell it to a potential buyer that would be more interested in it now,” with the latter actually being announced a couple of weeks ago , as SSRM announced the sale of their 80% ownership stake in the Çöpler mine in a $1.5 billion deal (once approved), while also considering the fate of the rest of their Turkish portfolio, which includes a 20% earned interest in the major copper-gold Hod Maden project. It’s not the best outcome for this mine, and it’s ultimately a risk to keep in mind, as the fate of a project can unfortunately change overnight when it comes to this industry, but it’s also far from the worst, and with the acquisition of Newmont’s ( NEM ) Cripple Creek & Victor mine last year, SSRM has rapidly repositioned themselves as an Americas-focused miner. This can also warrant a higher valuation from a risk perspective, and even attracted a double upgrade from Bank of America (to Buy), upgrading its NAV-based price target...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. IREN (NasdaqGS:IREN) has secured a $9.7b, 200 MW infrastructure agreement with Microsoft to supply capacity for AI workloads. The deal supports IREN's shift away from a pure crypto mining focus toward broader AI infrastructure services. The agreement includes substantial funding commi...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. IREN (NasdaqGS:IREN) has secured a $9.7b, 200 MW infrastructure agreement with Microsoft to supply capacity for AI workloads. The deal supports IREN's shift away from a pure crypto mining focus toward broader AI infrastructure services. The agreement includes substantial funding commitments from Microsoft, without immediate dilution for existing shareholders. For investors tracking IREN at a current share price of $41.58, the Microsoft contract introduces a new reference point for the business. The stock has seen a very large 1 year return, alongside a 7.1% gain over the past week, while return over the past month is a 1.5% decline. These mixed shorter term moves sit alongside a multi year performance that is reported as more than 10x over 3 years. This new AI focused contract could influence how the market frames IREN, shifting attention from crypto mining exposure toward data center scale infrastructure. As the agreement progresses, investors may pay closer attention to execution milestones, funding cadence, and how AI related revenue streams develop within the broader business mix. Stay updated on the most important news stories for IREN by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on IREN. NasdaqGS:IREN Earnings & Revenue Growth as at Mar 2026 2 things going right for IREN that this headline doesn't cover. The Microsoft contract marks a clear pivot point for IREN, moving it further from being treated as a pure Bitcoin miner and closer to hyperscale AI infrastructure peers such as Core Scientific, Applied Digital and Hut 8. A US$9.7b, 200 MW agreement with a single blue chip counterparty gives revenue visibility on part of the GPU and power build out, and validates IREN’s ability to deliver data center scale AI workloads. It also sits alongside over 50,000 additional NVIDIA B300 GPUs a...
Global markets have been turbulent since the first U.S. and Israeli strikes on Iran at the end of February, as soaring oil prices have weighed on equities and even so-called "safe haven" have been dragged into the volatility. Government bonds, which are often used to hedge portfolios against riskier assets like stocks, have been no exception. Bond yields and prices move in opposite directions. Dev...
Global markets have been turbulent since the first U.S. and Israeli strikes on Iran at the end of February, as soaring oil prices have weighed on equities and even so-called "safe haven" have been dragged into the volatility. Government bonds, which are often used to hedge portfolios against riskier assets like stocks, have been no exception. Bond yields and prices move in opposite directions. Developed-market government bonds are typically seen as stable investments that can hedge portfolios against volatility in equity markets — so yields typically fall if stocks decline sharply, as investors flock to safety. But in the initial aftermath of the U.S.-Israeli strikes on Iran, bond yields spiked as sovereign debt joined the sell-off gripping stock markets across the globe. Developed-market bonds have largely tracked equity sell-offs since the start of the war. Yields have suffered wild swings and diverged from movements typically seen among "safe" assets during a stock market downturn. By last Friday, trading of developed-market government bonds was muted after another volatile week. Oil prices eased slightly on Friday, but remained elevated as President Donald Trump said the U.S. has "unlimited ammunition, and plenty of time" to continue the war, and U.S. Defense Secretary Pete Hegseth brushed aside concerns about the blockade in the Strait of Hormuz. Global equities were mixed, with moves in European and U.S. stock markets far less turbulent than they have been in recent sessions. On Monday morning, oil prices were on the rise again after the Trump administration ramped up pressure on allies to help safeguard the Strait of Hormuz and investors react to threats facing Middle East export facilities. International benchmark Brent crude futures with May delivery traded 3% higher at $106.18 per barrel, while U.S. West Texas Intermediate futures with April delivery advanced 2% to reach $100.66. Five- and 10-year yields on Gilts — UK government bonds — were each 2 basis p...