What Happened? Shares of earth imaging satellite company Planet Labs (NYSE:PL) jumped 7.5% in the afternoon session after investor excitement grew around its artificial intelligence (AI) and defense applications, fueled by a new collaboration with NVIDIA and anticipation ahead of its earnings report. The day before the stock's jump, Planet Labs announced it was working with NVIDIA to build an AI e...
What Happened? Shares of earth imaging satellite company Planet Labs (NYSE:PL) jumped 7.5% in the afternoon session after investor excitement grew around its artificial intelligence (AI) and defense applications, fueled by a new collaboration with NVIDIA and anticipation ahead of its earnings report. The day before the stock's jump, Planet Labs announced it was working with NVIDIA to build an AI engine for planetary intelligence. This partnership aimed to use NVIDIA's advanced platforms to dramatically speed up the processing of satellite imagery, turning raw data into useful insights in seconds rather than hours. The stock's rise also occurred during NVIDIA's GTC conference, which focused investor attention on AI-related companies. Furthermore, the value of Planet's technology for defense and intelligence was highlighted as its satellite images were used to show damage from the war in Iran. Investors were also positioning themselves ahead of the company's scheduled earnings call. The shares closed the day at $27.05, up 10% from previous close. Is now the time to buy Planet Labs? Access our full analysis report here, it’s free. What Is The Market Telling Us Planet Labs’s shares are extremely volatile and have had 61 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 14 days ago when the stock dropped 3.3% on the news that the escalating conflict with Iran threatened to disrupt global oil supplies and fuel inflation. U.S. stocks fell as crude oil prices rose for the second consecutive day, with the international benchmark, Brent crude, jumping as much as 13% to over $82 a barrel. The surge came as shipments through the Strait of Hormuz, a critical channel for about 20% of the world's oil, were choked off. Analysts were concerned that a prolonged conflict could lead to an inf...
李家超、周霽出席有關國家主席習近平繁體版新書發布會 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】行政長官李家超和中聯辦主任周霽出席有關國家主席習近平的繁體版新書發布會。 兩部書分別是《習近平經濟文選》第一卷及《...
李家超、周霽出席有關國家主席習近平繁體版新書發布會 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】行政長官李家超和中聯辦主任周霽出席有關國家主席習近平的繁體版新書發布會。 兩部書分別是《習近平經濟文選》第一卷及《習近平與大學生朋友們》第一、二卷繁體版，李家超指新書可以引領讀者思考如何更好服務國家發展，又提到將團結全港各界制定年底公布的五年規劃。李家超：「規劃將就香港不同重點領域制定未來五年的願景和目標，把特區政府推動香港發展經濟、改善民生的工作建設成生生不息的發展循環，讓市民可以分享經濟發展成果，共同建設更美好的家園。」周霽：「特區政府將編制首份五年計劃，期待特區各界結合學習《習近平經濟文選》，進一步加強對規劃綱要的學習理解，準確把握經濟發展規律主動對接十五五規劃。」
機管局擬SKYTOPIA計劃內設藝術珍品倉儲設施 明年初啟用 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】機管局計劃於機場城市SKYTOPIA計劃內設藝術與珍品倉儲設施，明年初落成啟用。 機管局與營運商簽署6年...
機管局擬SKYTOPIA計劃內設藝術珍品倉儲設施 明年初啟用 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】機管局計劃於機場城市SKYTOPIA計劃內設藝術與珍品倉儲設施，明年初落成啟用。 機管局與營運商簽署6年合約，項目投資額達3億元，樓高兩層的藝術與珍品倉儲設施，面積5.3萬平方呎，提供博物館級別的收藏空間及私人鑑賞室。機管局商務執行總監陳正思指香港是全球第二大藝術交易中心，收藏家和投資者能夠免稅存放藝術品，反映本港對藝術品倉儲需求大，認為項目有發展潛力。 又透露SKYTOPIA計劃內的遊艇港灣等多項設施，亦預計於2028年逐步投入運作。陳正思：「亞洲博覽館的擴建已經開始工程，預計2028年會完成第二期擴建。第二項，我們的遊艇港灣將於今年第二季開始邀請意向書，不單包括遊艇港灣將會發展成全港最大型的港灣，亦會包括一間海岸酒店、一間高端酒店。」
By Heekyong Yang and Hyunjoo Jin SUWON, South Korea, March 18 (Reuters) - Samsung Electronics sees strong demand for chips continuing this year, driven by the artificial intelligence wave, but rising memory chip prices could hit computer and mobile shipments, its top executive said on Wednesday. Co-CEO Jun Young-hyun said it is working with key customers to shift from traditional annual or quart...
By Heekyong Yang and Hyunjoo Jin SUWON, South Korea, March 18 (Reuters) - Samsung Electronics sees strong demand for chips continuing this year, driven by the artificial intelligence wave, but rising memory chip prices could hit computer and mobile shipments, its top executive said on Wednesday. Co-CEO Jun Young-hyun said it is working with key customers to shift from traditional annual or quarterly supply agreements to multi-year contracts of three-to-five years to mitigate the effects of cyclical demand fluctuations. Many shareholders management after share prices and earnings hit a record high, a dramatic turnaround from last year when its management apologised for lagging rivals in the AI race. He said Samsung was now a key partner with Nvidia in AI infrastructure, citing Nvidia’s GTC conference where CEO Jensen Huang announced a foundry partnership with the Korean firm and praised its HBM4 chips. Jun said the industry is entering an "unprecedented supercycle," driven by growing investment in AI infrastructure. But he was wary of market concerns about an AI bubble, while saying power supply constraints were also a major bottleneck for AI datacentres. "We expect a favourable business environment due to the increasing demand for AI and the resulting continued shortage of memory supply," Jun, who oversees the company's chip business, said at the company's annual shareholder meeting in Suwon, south of Seoul. "However, risk factors still persist, including uncertainties in the global macroeconomic environment such as tariff issues and cost burdens in the set business," he added, referring to televisions, phones and home appliances. MAJOR TURNAROUND Bottlenecks in global semiconductor supply stemming from robust demand for AI datacentres have curbed memory chip supply to industries from cars and computers to smartphones. Samsung shares skyrocketed to record highs this year and are up 62% since January, outperforming the wider Korean market's 34% gain and del...
伊朗局勢｜中東特使晤埃及外長 重申立即停火乃當務之急 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】中國中東問題特使翟雋在開羅與埃及外長阿卜杜勒阿提會晤。 翟雋重申當務之急是各方應立即停火，以外交化解爭端才是正確...
伊朗局勢｜中東特使晤埃及外長 重申立即停火乃當務之急 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】中國中東問題特使翟雋在開羅與埃及外長阿卜杜勒阿提會晤。 翟雋重申當務之急是各方應立即停火，以外交化解爭端才是正確軌道，戰火進一步蔓延將會衝擊區域經濟發展和全球能源安全。阿卜杜勒阿提則表示當前地區緊張局勢升級，不符合任何一方利益，伊朗必須停止攻擊阿拉伯國家。兩人亦談及巴勒斯坦問題，翟雋指中方願同埃方攜手努力推動緩和區域緊張局勢。
Taiwan’s life insurers have slashed their holdings of forwards at a record pace after regulatory changes allowed them to spread out the impact of currency fluctuations on their balance sheets. Six of the island’s largest insurers collectively halved the amount of such derivatives they own over January and February, the biggest-ever two-month drop, based on data compiled by Bloomberg starting in 20...
Taiwan’s life insurers have slashed their holdings of forwards at a record pace after regulatory changes allowed them to spread out the impact of currency fluctuations on their balance sheets. Six of the island’s largest insurers collectively halved the amount of such derivatives they own over January and February, the biggest-ever two-month drop, based on data compiled by Bloomberg starting in 2013. While the asset type of the forwards wasn’t disclosed by the stock exchange, analysts say most are linked to currencies rather than stocks or bonds. The slump in holdings of currency forwards dilutes a source of potential support for the Taiwan dollar , and one that was seen as being a driver behind the currency’s 7% surge in May 2025. That spike was due to panic buying of the currency by exporters as the greenback weakened. It also put insurers in a dilemma as to whether to risk exposing their $700 billion of foreign assets, or buy expensive forwards for protection. “Once the lifers reduce their hedging to a new equilibrium level, we could see some activity return but it will not be to the same extent as before,” said Khoon Goh , head of Asia research at Australia & New Zealand Banking Group Ltd. in Singapore. “That means the Taiwan dollar will become more sensitive to foreign equity flows as a driver.” Taiwan’s Financial Supervisory Commission in December approved a reform of the island’s accounting rules for the insurance industry in an effort to avoid a repeat of the turmoil of May 2025. The new guidelines that took effect Jan. 1 allow insurers to spread out any gains or losses from exchange-rate changes over the remaining tenor of their relevant bond holdings, whereas under the previous rules, they had to be recognized in full immediately. Any savings generated from lower hedging must be accumulated in the long term in a special surplus reserve under equity, as a source for absorbing future risks and reinforcing capital strength, based on the new regulations. The d...
Funtap/iStock via Getty Images Fund performance Columbia Emerging Markets Fund Institutional Class shares posted a return of 3.47% in U.S. dollar terms for the quarter ending December 31, 2025. The fund's primary benchmark, the MSCI Emerging Markets Index - Net (the MSCI EM Index), returned 4.73% for the same period. Market overview Emerging markets (EM) delivered a constructive but uneven fourth ...
Funtap/iStock via Getty Images Fund performance Columbia Emerging Markets Fund Institutional Class shares posted a return of 3.47% in U.S. dollar terms for the quarter ending December 31, 2025. The fund's primary benchmark, the MSCI Emerging Markets Index - Net (the MSCI EM Index), returned 4.73% for the same period. Market overview Emerging markets (EM) delivered a constructive but uneven fourth quarter, supported by improving global liquidity, persistent demand for artificial intelligence (AI)-related semiconductors and pockets of strong domestic momentum, particularly in South Korea, Taiwan and India. The U.S Federal Reserve's December rate cut and continued U.S. dollar weakness helped sustain risk appetite, despite ongoing valuation concerns in technology and lingering macro softness in China. Quarterly performance was driven primarily by semiconductor strength in Korea and Taiwan, selective resilience in India and supportive macro trends in parts of Latin America and EMEA (Europe, Middle East and Africa). Columbia Emerging Markets Fund Top holdings (% of net assets): as of December 31, 2025 Taiwan Semiconductor Manufacturing ( TSM ) 13.01 Tencent Holdings ( TCEHY ) 6.43 Samsung Electronics ( SSNLF ) 4.92 SK Hynix ( HXSCL ) 4.56 Alibaba Group Holding ( BABA ) 3.67 NU Holdings ( NU ) 3.03 Accton Technology 2.15 Contemporary Amperex Tech 1.89 Bharti Airtel 1.88 Embraer (ERJ) 1.77 Top holdings exclude short-term holdings and cash, if applicable. Fund holdings are as of the date given, are subject to change at any time, and are not recommendations to buy or sell any security. Click to enlarge Meanwhile, China lagged the broader EM universe, with ongoing challenges tied to property weakness, uneven consumption and AI– industry valuation consolidation. A weaker U.S. dollar and Fed easing supported EM risk assets late in the quarter, culminating in a 25 basis points (bps) rate cut in December. (A basis points is 1/100 of one percent). The dominant structural theme rema...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Cisco Systems (NasdaqGS:CSCO) has joined Broadcom, NVIDIA, and other partners in a new 400G Optical Multi-Source Agreement alliance. The group aims to define technical standards for 400G optical interfaces used in high speed Ethernet connections for AI data ...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Cisco Systems (NasdaqGS:CSCO) has joined Broadcom, NVIDIA, and other partners in a new 400G Optical Multi-Source Agreement alliance. The group aims to define technical standards for 400G optical interfaces used in high speed Ethernet connections for AI data centers. The initiative is focused on enabling interoperability and faster deployment of next generation AI infrastructure globally. Cisco is already a major supplier of networking gear for large enterprises and cloud operators, and AI workloads are increasing demand for higher bandwidth and lower latency connections inside data centers. By teaming up with chip and systems leaders on 400G optics, Cisco is positioning its portfolio for the kind of high capacity Ethernet links that AI clusters require. For investors, this development relates to where the underlying infrastructure of AI may standardize over the coming years. Unlike short term product launches or quarterly earnings, a new Multi-Source Agreement can influence how entire generations of hardware are designed and purchased. As technical specifications emerge from this alliance, investors can monitor how 400G adoption develops across AI focused data center builds and how prominently Cisco equipment features in those deployments. Stay updated on the most important news stories for Cisco Systems by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Cisco Systems. NasdaqGS:CSCO Earnings & Revenue Growth as at Mar 2026 We've flagged 1 risk for Cisco Systems. See which could impact your investment. Quick Assessment ⚖️ Price vs Analyst Target : At US$79.27, the share price is around 10.7% below the US$88.81 analyst target, which sits inside the published target range of US$75 to US$100. ⚖️ Simply Wall St Valuation : Shares are described as trading close to estima...
Aluminum, one of the metals most directly affected by the war in Iran, is struggling to attract buyers in China after prices surged to a four-year high. Demand is disappointing, and inventories are piling up, even as factories enter the busy period that follows the Lunar New Year. Stockpiles of primary aluminum have shot above 1.3 million tons, the highest since 2020. More exports beckon to clear ...
Aluminum, one of the metals most directly affected by the war in Iran, is struggling to attract buyers in China after prices surged to a four-year high. Demand is disappointing, and inventories are piling up, even as factories enter the busy period that follows the Lunar New Year. Stockpiles of primary aluminum have shot above 1.3 million tons, the highest since 2020. More exports beckon to clear the glut. “Chinese fabricators have slowed purchases to just meet hand-to-mouth demand,” said Huang Yuyao, an analyst with research firm Mysteel Global . Their appetite only worsened after prices spiked, she said. The lackluster performance of a widely used industrial material could be a warning sign for China’s broader economy, which rebounded in the first two months of the year but now faces the fallout from higher energy costs and other disruptions due to the conflict in the Middle East. Although operating rates at the fabricators that shape aluminum have risen since the lunar holiday, overall demand still lags the previous year due to elevated prices, Howard Lau , China materials analyst at HSBC Holdings Plc, said in a note. The brake on demand for primary aluminum is rippling through the domestic supply chain. Inventories of semi-finished products are around 600,000 tons, about 75% of last year’s level, according to Mysteel. Read More: China’s Aluminum Industry Draws Raw Material Diverted by War Aluminum prices surged this month after the US-Israeli strikes on Iran triggered shutdowns and shipping disruptions in a region that accounts for about 9% of global supply. But the steady increase that preceded the war was already sapping demand in the world’s biggest producer and consumer of the metal. While London prices have gained 28% over the past 12 months, they’ve risen just 20% in Shanghai, widening the window for exports. China’s overseas sales of unwrought aluminum and products had already surged 13% in the first two months of 2026. The country’s habit of ramping up e...
Key Points Sold 361,224 shares of Workiva; estimated transaction value of $31.98 million based on quarterly average pricing. Quarter-end Workiva position value declined by $31.09 million, reflecting both share sales and price movement. Workiva trade equaled 1.3% of fund’s reportable U.S. equity assets under management (AUM) for the quarter. Post-trade, the fund held 10,000 Workiva shares valued at...
Key Points Sold 361,224 shares of Workiva; estimated transaction value of $31.98 million based on quarterly average pricing. Quarter-end Workiva position value declined by $31.09 million, reflecting both share sales and price movement. Workiva trade equaled 1.3% of fund’s reportable U.S. equity assets under management (AUM) for the quarter. Post-trade, the fund held 10,000 Workiva shares valued at $862,500 (0.03% of AUM), which places it outside the fund’s top five holdings. The position was previously 1.4% of the fund’s AUM as of the prior quarter. 10 stocks we like better than Workiva › 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). What happened 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. What else to know Readystate Asset Management LP’s Workiva stake decreased to 0.03% of reportable AUM as of December 31, 2025, after the sale. Top holdings after the filing: NYSEMKT: IVV: $252.7 million (19.4% of AUM) NYSE: HSY: $72.0 million (5.5% of AUM) NASDAQ: CYBR: $50.3 million (3.9% of AUM) NYSE: BMY: $42.5 million (3.3% of AUM) NASDAQ: SLNO: $40.5 million (3.1% of AUM) As of February 17, 2026, Workiva shares were priced at $58.00, down 35.4% over the past year, underperforming the S&P 500 by 46.8 percentage points. Company overview Metric Value Market capitalization $3.26 billion Revenue (TTM) $884.57 million Net income (TTM) ($26.17 million) Price (as of February 17, 2026) $58.00 Company snapshot Offers a cloud-based platform for compliance and regulatory reporting, featuring d...
panumas nikomkai/iStock via Getty Images Overview When I previously covered the Virtus Total Return Fund ( ZTR ), I issued a buy rating due to the attractive valuation at the time. Since then, ZTR has rapidly increased and has outpaced the S&P 500. I believe this was due to the fund's unique structure that has allowed it to capture the growth of energy and utility companies in the recent quarters....
panumas nikomkai/iStock via Getty Images Overview When I previously covered the Virtus Total Return Fund ( ZTR ), I issued a buy rating due to the attractive valuation at the time. Since then, ZTR has rapidly increased and has outpaced the S&P 500. I believe this was due to the fund's unique structure that has allowed it to capture the growth of energy and utility companies in the recent quarters. After seeing the direction of the AI markets over the last few quarters, I believe that ZTR is directly positioned to benefit from the rise of data centers. Therefore, ZTR remains a great option for income investors seeking a high yield and wanting some capital appreciation. Looking at the performance over the last twelve months, ZTR's share price has increased by nearly 16.6%. The fund has been able to participate in the market rally throughout 2025, while also participating in the spike in the energy sector at the start of 2026. When including all distributions that were paid out to shareholders, the total return jumps up above 28.2% over the same time frame. ZTR's starting dividend yield now sits at 8.8% while issuing those payouts on a monthly basis. Based on the latest annual report, ZTR has no issues generating earnings that can exceed the distributions being paid. Data by YCharts However, there are some challenges that may limit returns going forward. For instance, the fund's use of leverage can still negatively impact earnings. Additionally, the focus on distributions means that ZTR has to actively sell off the upside growth of its assets. This can lead to underperformance against more standard ETFs that can experience uninterrupted growth over a longer holding period. So let's start by reviewing the unique strategy that ZTR utilizes to generate its earnings. Fund Strategy According to the latest fact sheet , ZTR has total managed assets of $512.3M that are spread across a diverse blend of assets. The fund's primary goal is to provide both capital appreciation and ...