Malaysian royal Tun Aminah Sultan Ibrahim Ismail — the daughter of current King Sultan Ibrahim Iskandar — has been appointed chairman of U Mobile Sdn. , the company said Tuesday, succeeding founder Vincent Tan . Her appointment took effect March 13 after Mawar Setia Sdn., her investment vehicle with Tan, raised its stake above 50% in the company following a share purchase from Singapore Technologi...
Malaysian royal Tun Aminah Sultan Ibrahim Ismail — the daughter of current King Sultan Ibrahim Iskandar — has been appointed chairman of U Mobile Sdn. , the company said Tuesday, succeeding founder Vincent Tan . Her appointment took effect March 13 after Mawar Setia Sdn., her investment vehicle with Tan, raised its stake above 50% in the company following a share purchase from Singapore Technologies Telemedia Pte. Tan, a Malaysian tycoon, relinquished his position as chairman on March 12 and will act as founder and adviser to the board, according to the company. Read More: Temasek Firm to Sell Shares in Malaysia 5G Winner to Tycoon Tan Sultan Ibrahim, who has extensive business interests and is a partner of Tan, also owns shares in the Malaysian telco firm. U Mobile was previously selected as the country’s second 5G network provider despite being one of the smallest players in the industry. The company is privately held, although Tan has stated ambitions to publicly list it. Tun Aminah is also listed as the non-independent non-executive chairman of Berjaya Corp Bhd. , the conglomerate that Tan founded, according to its website . “I am delighted to share that U Mobile has been progressing well and is ahead of deployment schedule,” Tan said in the statement.
On February 17, 2026, Readystate Asset Management LP disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold shares of Workiva (NYSE:WK) . According to an SEC filing dated February 17, 2026, Readystate Asset Management LP reduced its position in Workiva by 361,224 shares during the fourth quarter of 2025. The estimated value of the share sale was $31.98 million, calculated...
On February 17, 2026, Readystate Asset Management LP disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold shares of Workiva (NYSE:WK) . According to an SEC filing dated February 17, 2026, Readystate Asset Management LP reduced its position in Workiva by 361,224 shares during the fourth quarter of 2025. The estimated value of the share sale was $31.98 million, calculated using the average closing price for the quarter. The quarter-end value of the Workiva holding declined by $31.09 million, a figure that reflects both trading activity and stock price movement. Workiva operates at scale in the technology sector, specializing in software applications that address regulatory and compliance reporting needs. The company leverages a software-as-a-service (SaaS) business model, providing mission-critical tools that enable secure, collaborative data management for a diverse client base. Its competitive edge lies in its integrated platform, which connects disparate data sources and simplifies compliance workflows for organizations worldwide. Continue reading
In March 2026, Broadcom announced a suite of AI-focused networking and optical products, including its 3nm Taurus 400G/lane optical DSP and Tomahawk 6 switches, while also joining new industry groups such as the 400G Optical MSA and OCI MSA to define next‑generation, interoperable optical interfaces for large‑scale AI data centers. These launches and alliances show Broadcom moving beyond individua...
In March 2026, Broadcom announced a suite of AI-focused networking and optical products, including its 3nm Taurus 400G/lane optical DSP and Tomahawk 6 switches, while also joining new industry groups such as the 400G Optical MSA and OCI MSA to define next‑generation, interoperable optical interfaces for large‑scale AI data centers. These launches and alliances show Broadcom moving beyond individual chips toward an integrated AI infrastructure stack, spanning compute, networking, optics, and even liquid cooling, which could reinforce its role at the center of hyperscaler AI build‑outs. Now we’ll examine how Broadcom’s 400G Taurus platform and optical MSAs might reshape its AI‑driven investment narrative amid recent share weakness. Outshine the giants: these . Advertisement Broadcom Investment Narrative Recap To own Broadcom today, you have to believe its AI infrastructure stack custom XPUs, high speed Ethernet, optics and VMware software will stay central to hyperscaler build outs despite customer concentration and high debt. The new Taurus 400G optics and Tomahawk 6 switches reinforce the near term AI networking catalyst, but they do not remove the key risk that a few major AI customers account for a large share of future growth. Among the recent news, the launch of the 3 nm Taurus 400G per lane optical DSP looks most relevant. It directly supports the same AI build out story as Tomahawk 6 by enabling 1.6T optical modules and laying technical groundwork for 3.2T and 204.8T switches, which ties into the consensus catalyst of faster, higher bandwidth Ethernet driving AI revenue while also increasing Broadcom’s dependence on hyperscale data center demand. Yet behind the AI growth story, investors should also be aware of how concentrated Broadcom’s hyperscaler exposure has become and what happens if just one of those customers... Broadcom's narrative projects $119.6 billion revenue and $50.8 billion earnings by 2028. This requires 25.9% yearly revenue growth and a rough...
Apple (AAPL) continues to attract investor attention as a mega cap tech name, with the share price recently closing at US$254.23 and a 1 year total return of about 20%. Recent trading has been softer, with a 7 day share price return showing a 2.53% decline and a 90 day share price return showing a 6.48% decline, even as the 1 year total shareholder return is 20.05%. This suggests near term momentu...
Apple (AAPL) continues to attract investor attention as a mega cap tech name, with the share price recently closing at US$254.23 and a 1 year total return of about 20%. Recent trading has been softer, with a 7 day share price return showing a 2.53% decline and a 90 day share price return showing a 6.48% decline, even as the 1 year total shareholder return is 20.05%. This suggests near term momentum has cooled while longer term performance remains positive. If Apple has you thinking about what else might be setting up for the next big move in tech, it could be worth scanning With Apple delivering a 20.1% 1 year total return while near term performance has cooled and some models suggest the shares trade close to intrinsic value, you have to ask: is there still a buying opportunity here, or is the market already pricing in future growth? Advertisement Most Popular Narrative: 7.6% Undervalued Compared with the last close at $254.23, the most followed narrative from M_Kabesh points to a fair value of $275. That gap hinges on how Apple manages tariffs, supply chains, and its push into AI powered services. As of April 12, 2025, Apple Inc. (AAPL) is navigating a complex landscape marked by significant challenges and resilient strengths. The stock has experienced a substantial decline, dropping nearly 35% from its peak, primarily due to the imposition of steep U.S. tariffs on Chinese imports, which have reached up to 145%. Given that approximately 90% of iPhones are assembled in China, these tariffs pose a considerable threat to Apple's profit margins. Analysts estimate that the cost of an iPhone could surge from $1,199 to approximately $2,150 if these tariffs are fully passed on to consumers. In response, Apple is actively seeking tariff exemptions and accelerating its production shift to countries like India and Vietnam to mitigate these impacts. Want to understand why this narrative still reaches a higher fair value than the current price? It leans on resilient profits, r...
Nanci Santos/iStock via Getty Images By Jennifer Nash The National Association of Realtors (NAR) pending home sales index unexpectedly rose in February, increasing 1.8% to 72.1. This was better than the expected 0.6% decline and marks a 0.8% fall from one year ago. “The slight gain in pending contracts appears to be driven by improved affordability conditions. However, those conditions could rever...
Nanci Santos/iStock via Getty Images By Jennifer Nash The National Association of Realtors (NAR) pending home sales index unexpectedly rose in February, increasing 1.8% to 72.1. This was better than the expected 0.6% decline and marks a 0.8% fall from one year ago. “The slight gain in pending contracts appears to be driven by improved affordability conditions. However, those conditions could reverse if higher oil prices lead to an uptick in mortgage rates,” said NAR Chief Economist Dr. Lawrence Yun. “The Midwest—the most affordable region of the country—was the strongest performer in February. But the Northeast was held back by a combination of higher home prices and a shortage of supply.” “For first-time homebuyers, purchasing a home is not a snap decision,” Yun added. “It takes time to build credit, save for a down payment, and fulfill existing rental lease agreements. Still, there is sizable pent-up demand that could be released into the market. Although job gains have been sluggish in recent months, there are still 6 million more jobs in the country than in the pre-COVID period.” Read more Pending Home Sales Background The pending home sales index (PHSI) was created by the National Association of Realtors to track home sales where the contract is signed, but the transaction has not yet closed. An index of 100 is equal to the level of contract activity in 2001. The PHSI is a leading economic indicator of future existing home sales . The chart below gives us a snapshot of the index since 2001, the first year data was analyzed. Over this time frame, the US population has grown by 20.6%. For a better look at the underlying trend, here is an overlay with the nominal index and the population-adjusted variant. The focus is pending home sales growth since 2001. The above chart shows the percent off turn-of-the-century values. The index for the most recent month is currently 44% below its all-time high from August 2020. The population-adjusted index is 51% off its high f...
China's BYD Company Ltd (BYDDY 0.15%) is scheduled to release its quarterly earnings and 2025 full-year report at the end of March. With the stock down over 17% in the past 12 months, investors have to ask themselves: Should I buy now, buy later, or stay on the sidelines completely? There are a few reasons I would consider purchasing shares of the world's largest electric vehicle (EV) maker before...
China's BYD Company Ltd (BYDDY 0.15%) is scheduled to release its quarterly earnings and 2025 full-year report at the end of March. With the stock down over 17% in the past 12 months, investors have to ask themselves: Should I buy now, buy later, or stay on the sidelines completely? There are a few reasons I would consider purchasing shares of the world's largest electric vehicle (EV) maker before earnings. Let's get into it. The new EV king First and foremost, BYD surpassed Tesla (TSLA +0.78%) in 2025 to become the world's top-selling EV brand. This isn't just a symbolic change; this has meaningful repercussions as BYD gains recognition and appeals to cost-conscious consumers globally. Expand OTC : BYDDY BYD Company Today's Change ( -0.15 %) $ -0.02 Current Price $ 13.25 Key Data Points Market Cap $147B Day's Range $ 13.25 - $ 13.38 52wk Range $ 11.20 - $ 20.05 Volume 1.4M Avg Vol 1.9M Gross Margin 23.15 % Dividend Yield 1.38 % While BYD faces increased competition back home in China, it is growing rapidly as an international brand. BYD exported over one million cars outside of China for the first time in 2025. In Europe, BYD captured approximately 4.8% of the total EV market share. This might not seem like a huge percentage, but it represents 271.8% year-over-year growth in the region. BYD's international momentum is real. All told, BYD sold more than 4.6 million cars last year. This year, it aims to keep international growth strong as it pushes to sell up to 1.6 million cars outside China. BYD is also focused on improving its own technology. The EV company just unveiled its second-generation Blade Battery. The new battery can charge a vehicle from 10% to 97% in an impressive nine minutes. Most importantly, BYD is vertically integrated, which could be the key reason to buy the stock sooner rather than later. The EV manufacturer produces nearly 80% of its core components in-house, more than double that of Tesla. This structure gives BYD an advantage in both pricing...
Key Points BYD exported more than a million cars abroad in 2025. BYD's stock declined 17% in the past year. The EV manufacturer overtook Tesla as the world's top-selling EV brand last year. 10 stocks we like better than BYD Company › China's BYD Company Ltd (OTC: BYDDY) is scheduled to release its quarterly earnings and 2025 full-year report at the end of March. With the stock down over 17% in the...
Key Points BYD exported more than a million cars abroad in 2025. BYD's stock declined 17% in the past year. The EV manufacturer overtook Tesla as the world's top-selling EV brand last year. 10 stocks we like better than BYD Company › China's BYD Company Ltd (OTC: BYDDY) is scheduled to release its quarterly earnings and 2025 full-year report at the end of March. With the stock down over 17% in the past 12 months, investors have to ask themselves: Should I buy now, buy later, or stay on the sidelines completely? There are a few reasons I would consider purchasing shares of the world's largest electric vehicle (EV) maker before earnings. Let's get into it. 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 » The new EV king First and foremost, BYD surpassed Tesla (NASDAQ: TSLA) in 2025 to become the world's top-selling EV brand. This isn't just a symbolic change; this has meaningful repercussions as BYD gains recognition and appeals to cost-conscious consumers globally. While BYD faces increased competition back home in China, it is growing rapidly as an international brand. BYD exported over one million cars outside of China for the first time in 2025. In Europe, BYD captured approximately 4.8% of the total EV market share. This might not seem like a huge percentage, but it represents 271.8% year-over-year growth in the region. BYD's international momentum is real. All told, BYD sold more than 4.6 million cars last year. This year, it aims to keep international growth strong as it pushes to sell up to 1.6 million cars outside China. BYD is also focused on improving its own technology. The EV company just unveiled its second-generation Blade Battery. The new battery can charge a vehicle from 10% to 97% in an impressive nine minutes. Most importantly, BYD is vertically integrated, which could be the key r...