When China leveraged its dominance in rare earths to retaliate against US tariffs last year, the disruption to factory operations in America and Europe underscored the vulnerability of Western companies’ supply chains. While the trade truce agreed between the two countries included an easing of China’s export controls on rare earths, firms are still looking for alternative sources, and governments...
When China leveraged its dominance in rare earths to retaliate against US tariffs last year, the disruption to factory operations in America and Europe underscored the vulnerability of Western companies’ supply chains. While the trade truce agreed between the two countries included an easing of China’s export controls on rare earths, firms are still looking for alternative sources, and governments are treating diversification of supply as a matter of national and economic security. That’s an opportunity for Brazil. Latin America’s biggest economy is home to roughly a quarter of the world’s reserves of rare earths — 17 metallic elements that are crucial for a whole host of technologies, including smartphones, electric vehicles and military drones. Brazil has yet to scratch the surface of its rare earths potential, accounting for just 0.5% of global production last year. But that share could start to tick up as more foreign investors provide financing to help projects progress from exploration to production. How big are Brazil’s rare earth reserves? Brazil has around 21 million metric tons of rare earth reserves — deposits that can be economically extracted — according to the US Geological Survey. The country’s reserves are the second-largest in the world, although they’re still less than half the size of leader China. Brazil’s rare earths are mainly found in what’s known as ionic clay deposits, meaning they’re loosely attached to the surface of clay particles rather than being trapped inside hard rock. This makes extraction and initial processing easier and cheaper. Ionic clay is typically richer in the “heavy” rare earths that are almost exclusively produced by China right now. Heavy rare earths, such as dysprosium and terbium, are usually less abundant and more valuable than lighter varieties. They’re used in the permanent magnets that are essential components in electric cars, wind turbines, data centers and fighter jets. What’s the current scale of Brazil’s rare ...
Royal Opera House, London The third opera of Barrie Kosky’s Ring cycle again places the naked ancient earth goddess centre stage in a thoughtful and deft production that boasts an excellent cast and orchestral playing that captures the score’s complex colours The first thing we see is the feet. They sway gently, forward and back, as the curtain slowly rises on the third instalment of Wagner’s Ring...
Royal Opera House, London The third opera of Barrie Kosky’s Ring cycle again places the naked ancient earth goddess centre stage in a thoughtful and deft production that boasts an excellent cast and orchestral playing that captures the score’s complex colours The first thing we see is the feet. They sway gently, forward and back, as the curtain slowly rises on the third instalment of Wagner’s Ring cycle to reveal their owner, sat on a swing hanging from a gnarled tree. Wedged precariously in its scorched branches is the treehouse where the dwarf Mime has been raising the hero-in-waiting Siegfried. And whose feet are they? If you’ve been following Barrie Kosky’s production of the Ring since it began with Das Rheingold two and a half years ago, you won’t need me to tell you that they belong to Erda, the earth goddess. Again, she’s a silent but mesmerising presence courtesy of the octogenarian actor Illona Linthwaite. And again she is on stage, naked, for most of this opera’s four-and-a-half hours: smiling at Siegfried as the sparks fly from the sword he’s reforging on a Heath Robinson furnace in the first act; serenely tending the flowers that carpet the meadow where he eventually awakens Brünnhilde in the final act. Continue reading...
TSMC Extends Lead In Foundry Market The firm noted that Taiwan Semiconductor retained a dominant 72% market share, supported by strong demand across advanced nodes and new technology rollouts. In comparison, Samsung held the second spot with a 7% share as it worked to improve yields and gain traction in newer processes. Semiconductor Manufacturing International Corporation ranked third with a 5.3%...
TSMC Extends Lead In Foundry Market The firm noted that Taiwan Semiconductor retained a dominant 72% market share, supported by strong demand across advanced nodes and new technology rollouts. In comparison, Samsung held the second spot with a 7% share as it worked to improve yields and gain traction in newer processes. Semiconductor Manufacturing International Corporation ranked third with a 5.3% share, posting record quarterly revenue, driven by solid domestic demand and capacity expansion. Outlook Signals Continued Growth Momentum Looking ahead, Counterpoint expects higher utilization across both advanced and mature manufacturing segments, along with rising wafer prices, to further support industry revenue growth in 2026. For Taiwan Semiconductor, this kind of dataset matters because it frames whether the company is defending (or expanding) its scale advantages as customers ramp advanced-node and AI-related orders. The report’s emphasis on “pure foundry” share is also a reminder that investors often treat Taiwan Semiconductor as the bellwether for outsourced chip manufacturing, where mix and capacity utilization can swing sentiment quickly. Technical Analysis TSM is trading 3.5% below its 20-day SMA but 8.1% above its 100-day SMA, keeping the longer-term trend constructive even as the stock digests recent gains. Shares are up 99.84% over the past 12 months and are closer to their 52-week highs than their lows, trading in a $134.25 to $390.20 range. RSI is at 47.11, in neutral territory, suggesting momentum has cooled from the late-February push. MACD is at -2.1575 versus a signal line of 1.3900, a bearish configuration that points to softer trend pressure until the lines begin converging again. With RSI below 50 and MACD bearish, the combined read is mixed momentum. Key Resistance : $380.00 : $380.00 Key Support: $332.00 Earnings & Analyst Outlook Looking further out, the next major catalyst for the stock arrives with the April 16, 2026 (estimated) earnings repor...
As someone who writes about retirement on a regular basis, I'm well aware that healthcare is an important expense to plan and save for. I also know that even once Medicare kicks in, the costs retirees face for healthcare bills can be huge. For this reason, I used to be a big plan of signing up for Medicare Advantage. Medicare Advantage plans are offered by private insurers as an alternative to ori...
As someone who writes about retirement on a regular basis, I'm well aware that healthcare is an important expense to plan and save for. I also know that even once Medicare kicks in, the costs retirees face for healthcare bills can be huge. For this reason, I used to be a big plan of signing up for Medicare Advantage. Medicare Advantage plans are offered by private insurers as an alternative to original Medicare. And they offer a few key perks. First, Medicare Advantage plans commonly offer supplemental benefits beyond what original Medicare covers. Original Medicare, for example, won't pay for dental care, eye exams, or hearing aids, whereas many Medicare Advantage plans will. The savings alone from that added coverage could be huge. Medicare Advantage plans also put a cap on annual out-of-pocket spending. With original Medicare, there's no yearly out-of-pocket maximum. For these reasons, I used to think Medicare Advantage was the best option for retirees as far as health coverage goes. But here's why I've since changed my tune. Medicare Advantage has restrictions While Medicare Advantage certainly has its perks, these plans tend to come with strict rules that could make it harder for enrollees to get the care they need. First, it's common for Medicare Advantage plans to require prior authorization for diagnostic services and treatments. That added step can not only create an administrative burden, but cause a delay in care, leading to potentially worse outcomes for patients. And even in situations when a delay in care isn't catastrophic, it can still be stressful. Who wants to deal with having to go back and forth with an insurer when you're trying to get treated for a disease or injury? Another issue with Medicare Advantage plans is that they limit enrollees to specific provider networks. Going outside your plan's network could mean having to pay a small fortune for care. But being stuck within a given network could mean having to forgo access to the providers you...
Key Points Medicare Advantage plans are offered by private insurers as an alternative to original Medicare. They commonly offer extra benefits and put caps on annual out-of-pocket spending. They also come with strict rules that could be an impediment to getting care. The $23,760 Social Security bonus most retirees completely overlook › As someone who writes about retirement on a regular basis, I'm...
Key Points Medicare Advantage plans are offered by private insurers as an alternative to original Medicare. They commonly offer extra benefits and put caps on annual out-of-pocket spending. They also come with strict rules that could be an impediment to getting care. The $23,760 Social Security bonus most retirees completely overlook › As someone who writes about retirement on a regular basis, I'm well aware that healthcare is an important expense to plan and save for. I also know that even once Medicare kicks in, the costs retirees face for healthcare bills can be huge. For this reason, I used to be a big plan of signing up for Medicare Advantage. Medicare Advantage plans are offered by private insurers as an alternative to original Medicare. And they offer a few key perks. 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 » First, Medicare Advantage plans commonly offer supplemental benefits beyond what original Medicare covers. Original Medicare, for example, won't pay for dental care, eye exams, or hearing aids, whereas many Medicare Advantage plans will. The savings alone from that added coverage could be huge. Medicare Advantage plans also put a cap on annual out-of-pocket spending. With original Medicare, there's no yearly out-of-pocket maximum. For these reasons, I used to think Medicare Advantage was the best option for retirees as far as health coverage goes. But here's why I've since changed my tune. Medicare Advantage has restrictions While Medicare Advantage certainly has its perks, these plans tend to come with strict rules that could make it harder for enrollees to get the care they need. First, it's common for Medicare Advantage plans to require prior authorization for diagnostic services and treatments. That added step can not only create an administrative burden, but cause a delay in...
British lawmakers are pushing the government to legislate against crypto currency donations to political parties, amid growing concerns about the influence of foreign states including the US. The UK government should impose an immediate ban until better rules can be put in place, Parliament’s Joint Committee on the National Security Strategy said in a report published Wednesday. It said it could “...
British lawmakers are pushing the government to legislate against crypto currency donations to political parties, amid growing concerns about the influence of foreign states including the US. The UK government should impose an immediate ban until better rules can be put in place, Parliament’s Joint Committee on the National Security Strategy said in a report published Wednesday. It said it could “no longer rule out the possibility of foreign states mounting a serious effort to influence political processes,” adding, “there is also deepening uncertainty about the trajectory of the current US administration, which has stated ambitions to shape the political direction of its allies.” The report cited the Trump administration’s explosive National Security Strategy of November, which set out ambitions for “cultivating resistance to Europe’s current trajectory within European nations.” Read More: Trump’s New Security Strategy Rages at Allies Instead of US Foes Data provided to the committee by the UK’s Electoral Commission showed that 0.5% of the £66.7 million ($89 million) in donations received by political parties between July 2024 and September 2025 were deemed impermissible and returned to donors with overseas addresses. But the report said those figures were “probably incomplete,” with flows from Russia and others likely going undetected. Parties must declare donations or aggregated donations exceeding £11,180 ($15,000) from a single source over a calendar year. Nigel Farage ’s Reform party has been out-raising — and out-polling — rivals, according to the most recently available data, and announced that it had started accepting donations in crypto currency in May of last year. With the next general election needing to be held by the middle of 2029, “foreign influence risks are only likely to grow, the nearer we get,” said Matt Western, chair of the joint committee.
Greif delivers industrial packaging and logistics solutions to global customers across sectors from chemicals to agriculture. EVR Research LP established a new position in Greif (GEF 1.99%) during the fourth quarter, acquiring 175,000 shares in a trade estimated at $11.85 million based on quarterly average pricing, according to a February 17, 2026, SEC filing. What happened According to its SEC fi...
Greif delivers industrial packaging and logistics solutions to global customers across sectors from chemicals to agriculture. EVR Research LP established a new position in Greif (GEF 1.99%) during the fourth quarter, acquiring 175,000 shares in a trade estimated at $11.85 million based on quarterly average pricing, according to a February 17, 2026, SEC filing. What happened According to its SEC filing dated February 17, 2026, EVR Research LP initiated a new position in Greif by purchasing 175,000 shares. The estimated value of the acquired stake was $11.85 million, based on the average price during the quarter. The net position change for Greif in the portfolio was $11.85 million at quarter-end, a figure reflecting both the transaction and market price shifts. What else to know This was a new position for EVR Research LP, now representing 6.39% of its 13F reportable assets under management Top holdings after the filing: NYSE: DAN: $17.34 million (9.4% of AUM) NYSE: WKC: $17.34 million (9.4% of AUM) NYSE: CPS: $12.31 million (6.6% of AUM) NYSE:GEF: $11.85 million (6.4% of AUM) NYSE: MEC: $11.33 million (6.1% of AUM) As of Wednesday, shares of Greif were priced at $65.28, up 17% over the year and fairly in line with the S&P 500’s roughly 19% gain in the same period. Company overview Metric Value Price (as of Wednesday) $65.28 Market Capitalization $3.7 billion Revenue (TTM) $5.4 billion Net Income (TTM) $190 million Company snapshot Greif produces and sells industrial packaging products, including steel, fiber, and plastic drums, intermediate bulk containers, containerboards, corrugated sheets, and manages timber properties. The firm generates revenue through the manufacturing and distribution of packaging solutions, as well as providing logistics, warehousing, and land management services. It serves a diversified customer base across chemicals, food and beverage, agriculture, automotive, building products, and related industrial sectors worldwide. Greif, Inc. is a gl...
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Isabelle Mateos y Lago, BNP Paribas, Group Chief Economist; Sander van‘t Noordende; Randstad CEO; Charles Lichfield, At...
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Isabelle Mateos y Lago, BNP Paribas, Group Chief Economist; Sander van‘t Noordende; Randstad CEO; Charles Lichfield, Atlantic Council, Director of Economic Foresight and Analysis; Daniel Tannebaum, Oliver Wyman, Partner & Global Anti-Financial Crime Practice Leader; Douglas Rediker, International Capital Strategies, Managing Partner. (Source: Bloomberg)
Today, after the market closes, Micron Technology will release its results for the second quarter of fiscal year 2026. This event is closely watched not only by investors but also by the entire semiconductor industry and participants in the artificial intelligence sector. The Micron report has the potential to set the tone for the high-bandwidth memory segment, particularly in the context of risin...
Today, after the market closes, Micron Technology will release its results for the second quarter of fiscal year 2026. This event is closely watched not only by investors but also by the entire semiconductor industry and participants in the artificial intelligence sector. The Micron report has the potential to set the tone for the high-bandwidth memory segment, particularly in the context of rising demand for DRAM, NAND, and HBM in AI-powered data centers. Expectations for Micron are extremely high. Analysts’ consensus forecasts revenue around 19.4 billion dollars, representing roughly 150 percent year-on-year growth, and earnings per share of approximately 8.7 USD. Gross margin is expected at about 69 percent, with an operating margin of 62 percent. Market expectations Q2 FY26 revenue: 19.4 billion USD (150% y/y) EPS: 8.7 USD Gross margin: 69% Operating margin: 62% Guidance for the next quarter Q3 FY26 revenue: approximately 23.8 billion USD, gross margin above 71%, EPS around 11 USD Analysts anticipate a record-breaking beat of consensus estimates and a strong increase in memory prices driven by AI-related demand. Projections for Q3 also reflect revenue of 23.8 billion USD, gross margin above 71 percent, and EPS around 11 USD. Such high figures highlight the exceptional nature of the current memory supercycle, fueled primarily by AI investments and constrained supply. Market position and significance for the semiconductor sector In 2026, Micron shares have already risen by around 60 percent, following an almost threefold increase in 2025. Many competitors in the semiconductor industry posted only moderate gains by comparison. Micron’s market capitalization has exceeded 500 billion dollars, surpassing companies such as Oracle and placing the firm among the world’s leading memory manufacturers. Rising prices and strong demand for data center memory allow Micron to maintain control over revenues and margins. Its strong position in the high-bandwidth memory segment gi...
JHVEPhoto/iStock Editorial via Getty Images Twenty months ago I rated Loblaw Cos. Ltd ( L:CA ) as a Hold. Since that time it has outperformed both the Canadian and US markets, albeit only to a minor degree. It has also outperformed its parent and majority owner, George Weston Ltd ( WN:CA ), as well as Choice Properties REIT ( CHP.UN:CA ). Choice Properties was formed when Loblaw transferred its pr...
JHVEPhoto/iStock Editorial via Getty Images Twenty months ago I rated Loblaw Cos. Ltd ( L:CA ) as a Hold. Since that time it has outperformed both the Canadian and US markets, albeit only to a minor degree. It has also outperformed its parent and majority owner, George Weston Ltd ( WN:CA ), as well as Choice Properties REIT ( CHP.UN:CA ). Choice Properties was formed when Loblaw transferred its property holdings into it, and it now acts as Loblaw’s landlord. It should be noted that Weston also owns a majority stake in Choice Properties, and although Loblaw no longer owns its stores and logistics centers, the strategic interests of both entities are largely aligned. Readers who want a comprehensive overview of the group are referred to this article . Graph 1 - Select Canadian Stocks vs. the TSX and S&P 500 Data by YCharts When looked at over longer terms, Loblaw's outperformance is more striking. In the past three years, Loblaw has had a 130% price return, versus 81% for the TSX Composite Index, and 79% for the S&P 500 . Recent weakness in L:CA offers an opportunity for investors seeking medium to long-term exposure to Canada and / or to the grocery to establish a position. However, uncertainty over the near-term prospects for the Canadian economy is concerning. So, while I believe that the company's long-term prospects are attractive, and I had considered upgrading the stock to a Buy, I instead maintain my rating of Hold. I. Q4 2025's Results Loblaw released its most recent Quarterly results on February 25, 2026. At first glance the market reaction seems to be overdone. Graph 2 - Total Return One Month Data by YCharts Consider, From time to time, Loblaw has timing anomalies in its fiscal year, and FY 2025, which ended on January 3, 2026, contained 53 weeks. The figures below reflect a 12 week quarter (as opposed to the actual 13 weeks) so that they are directly comparable to Q4 2024. On a 12-week basis, Quarterly Revenue was $16.38 billion, a 3.5% YoY increase. This...
Iran says the US and Israel struck its giant South Pars gas field in the Persian Gulf. This would be the first time an Iranian upstream oil and gas facility was targeted during the war. Oil prices jumped on the news. Tyler Kendall has the latest from the White House. (Source: Bloomberg)
Iran says the US and Israel struck its giant South Pars gas field in the Persian Gulf. This would be the first time an Iranian upstream oil and gas facility was targeted during the war. Oil prices jumped on the news. Tyler Kendall has the latest from the White House. (Source: Bloomberg)
Meta META Drops 27 Billion on AI Compute; NVDA Backs Nebius Risk ripped through markets after Iran shut the Strait of Hormuz, sending crude up more than 30 percent and natural gas up over 90 percent this week. In the chaos, Meta is doubling down on its AI pivot with a 12 billion dollar commitment to Nebius Group for dedicated GPU capacity and a 15 billion dollar option over five years. Nebius shar...
Meta META Drops 27 Billion on AI Compute; NVDA Backs Nebius Risk ripped through markets after Iran shut the Strait of Hormuz, sending crude up more than 30 percent and natural gas up over 90 percent this week. In the chaos, Meta is doubling down on its AI pivot with a 12 billion dollar commitment to Nebius Group for dedicated GPU capacity and a 15 billion dollar option over five years. Nebius shares jumped about 14 percent on the announcement as Nvidia said it will invest 2 billion dollars and equip the build-out with Blackwell and H200 chips. Reports say Meta is also preparing to cut roughly 20 percent of its 75,945-person workforce. Elon Musk called the Strait closure a game-changer. The message from Menlo Park is just as blunt: secure compute now, argue about the bill later. Compute is the new oil for Big Tech Meta’s wager reframes compute as a strategic commodity. Securing capacity is no longer a tactical cloud procurement decision; it is an existential hedge against scarcity, pricing power, and rivals’ cloud gates. The Hormuz shock underlines it. When a choke point can reprice the world’s energy supply in a week, companies built on power-hungry training runs cannot rely on spot markets and best-effort allocations. Dedicated access to Nvidia’s newest platforms, including Blackwell B200 and B300 and H200, eliminates the most immediate bottleneck to model ambition. It also reduces dependence on hyperscale competitors that would rather sell their own AI platforms. Meta wants to own the throughput that powers Llama, ads ranking, and consumer agents, the same way an airline locks in fuel. Inside the Nebius deal Nebius is positioning itself as the specialist supplier willing to give Nvidia and Meta exactly what they want and take the capex hit to do it. As part of the agreement, Nebius will deploy Nvidia’s advanced GPUs with deep engineering support, early access to new platforms, and reference architectures that compress time-to-ramp. The company announced its first ...
Despite mounting pressure on the broader S&P 500 ( SP500 ) since the outbreak of the U.S.–Iran conflict, a number of individual companies within the benchmark index have experienced far steeper declines. The recent pullback has pushed several stocks into oversold territory based on readings from the widely followed relative strength index, a momentum indicator used by traders to gauge when selling...
Despite mounting pressure on the broader S&P 500 ( SP500 ) since the outbreak of the U.S.–Iran conflict, a number of individual companies within the benchmark index have experienced far steeper declines. The recent pullback has pushed several stocks into oversold territory based on readings from the widely followed relative strength index, a momentum indicator used by traders to gauge when selling may be overextended. While the broader market has weakened amid geopolitical uncertainty, these names now stand out for their particularly depressed technical positioning. Outlined below are the 15 most oversold constituents in the S&P 500 according to the latest RSI data. Genuine Parts Co. ( GPC ), RSI of 21.51. Ulta Beauty ( ULTA ), RSI of 21.81. General Mills ( GIS ), RSI of 22.80. A. O. Smith ( AOS ), RSI of 23.46. Campbell's Co. ( CPB ), RSI of 23.51. McCormick & Co. ( MKC ), RSI of 26.78. Avery Dennison ( AVY ), RSI of 26.84. United Parcel Service ( UPS ), RSI of 27.74. Ecolab ( ECL ), RSI of 27.94. Allegion ( ALLE ), RSI of 28.02. Amcor ( AMCR ), RSI of 28.20. Martin Marietta Materials ( MLM ), RSI of 28.31. Brown-Forman ( BF.B ), RSI of 28.49. Stanley Black & Decker ( SWK ), RSI of 28.61. Molson Coors Beverage ( TAP ), RSI of 28.86. S&P 500 ETFs: ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( FXAIX ), ( VFIAX ), ( VFFSX ), and ( SWPPX ). More on markets Fed policy outlook in focus as prediction markets bet on higher inflation Recessions are becoming less frequent as sector credit cycles take center stage, Apollo says 15 dividend stocks offering a 4% yield and double-digit returns in 2026 Micron is set to report earnings as traders price in key analyst call themes Market fear remains elevated as the VIX holds above 20 since the Middle East conflict began
Key Points HAUZ charges a slightly lower expense ratio but manages less than one-fourth the assets under management of VNQI HAUZ delivered a stronger 1-year total return, while both funds posted similar risk profiles and top holdings Both ETFs focus heavily on real estate, but HAUZ leans even more into the sector with less cash exposure 10 stocks we like better than Dbx ETF Trust - Xtrackers Inter...
Key Points HAUZ charges a slightly lower expense ratio but manages less than one-fourth the assets under management of VNQI HAUZ delivered a stronger 1-year total return, while both funds posted similar risk profiles and top holdings Both ETFs focus heavily on real estate, but HAUZ leans even more into the sector with less cash exposure 10 stocks we like better than Dbx ETF Trust - Xtrackers International Real Estate ETF › Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI) and Xtrackers International Real Estate ETF (NYSEMKT:HAUZ) both target international real estate, but HAUZ edges ahead with a marginally lower fee, higher recent return, and a more concentrated real estate sector tilt. Both VNQI and HAUZ offer exposure to real estate stocks outside the United States, appealing to investors seeking diversification in global property markets. This comparison looks at cost, performance, risk, sector makeup, and portfolio quirks to help clarify which may better align with various investment goals. Snapshot (cost & size) Metric VNQI HAUZ Issuer Vanguard Xtrackers Expense ratio 0.12% 0.10% 1-yr return (as of Mar. 16, 2026) 11.7% 13.4% Dividend yield 4.6% 4.4% Beta 0.71 0.75 AUM $4.2 billion $1.0 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. HAUZ comes in slightly more affordable on fees at 0.10% compared to VNQI’s 0.12%, which could appeal to cost-conscious investors. VNQI offers a modestly higher dividend yield at 4.6%, edging out HAUZ’s 4.4% payout. Performance & risk comparison Metric VNQI HAUZ Max drawdown (5 y) -35.76% -34.53% Growth of $1,000 over 5 years $817 $850 What's inside HAUZ targets the iSTOXX Developed and Emerging Markets ex USA PK VN Real Estate Index, resulting in an ultra-focused real estate portfolio: 96% real estate, 412 holdings, and just 2% in industrials and 1% in communication services. Its largest weights...
ASRock Industrial AI BOX A395 AMD Strix Halo SFF Workstation Delivers High Performance Local Generative AI with Ryzen AI Max+ 395 Processor and 128GB LPDDR5x Unified Memory ASRock Industrial has created AI BOX A395 which operates as a small form factor (SFF) workstation for executing AI inference and 3D rendering tasks directly at user sites. The AMD Strix Halo platform enables this compact system...
ASRock Industrial AI BOX A395 AMD Strix Halo SFF Workstation Delivers High Performance Local Generative AI with Ryzen AI Max+ 395 Processor and 128GB LPDDR5x Unified Memory ASRock Industrial has created AI BOX A395 which operates as a small form factor (SFF) workstation for executing AI inference and 3D rendering tasks directly at user sites. The AMD Strix Halo platform enables this compact system to deliver its computing power through an aluminum 200 x 100 x 232 mm chassis which functions as a high density computing solution. The AMD Ryzen AI Max+ 395 serves as the system s foundation because it stands as the most advanced x86 APU product currently available in 2026. The hardware configuration is optimized to deliver maximum performance for both high end workstations and industrial environments. The system operates at Processing Power capacity which includes: 16 Zen 5 cores and 32 threads that can achieve a maximum TDP of 120W. An XDNA 2 NPU which delivers 50 TOPS performance for handling local AI tasks. Radeon 8060S iGPU integrated graphics solution providing mid range laptop GPU performance. Support for 1080p gaming and advanced 3D rendering tasks. The AI BOX A395 features unified memory support which enables it to handle extensive data processing requirements. The system supports 128 GB of LPDDR5x 8000 RAM which delivers 256 GB/s bandwidth. The system enables users to operate large language models (LLMs) and generative AI applications directly on the device. The system features two M.2 Key M slots which support PCIe Gen 4 x4 for RAID 0/1 to provide quick data access during data heavy projects. ASRock has equipped the AI BOX A395 with a robust array of ports and networking options to satisfy professional requirements. The system operates using its internal 400W power supply to power the system without needing external power supply equipment. The professional connectivity suite includes: Dual LAN ports featuring one 10GbE (Marvell) and one 2.5GbE (Realtek) jack. W...
A speech delivered last night by Labour’s former deputy prime minister has intensified the debate about the party’s future. We reproduce an edited extract of it here When the British people voted for us, they voted for change and against a government that did not stand up for their interests. They were disillusioned by a system that is rigged against them, which they want us to transform. The Labo...
A speech delivered last night by Labour’s former deputy prime minister has intensified the debate about the party’s future. We reproduce an edited extract of it here When the British people voted for us, they voted for change and against a government that did not stand up for their interests. They were disillusioned by a system that is rigged against them, which they want us to transform. The Labour party is at its best when we are bold, when we stand for and stand by our values, and show we are delivering on them. We should make clear that our driving mission is to represent working people. When vested interests stand in the way, we should not shy away from a fight. We should take them on, head on. We did it with the employment rights bill. For millions of workers, after decades of low pay and insecurity, we chose stronger rights and security. We did it with the Renters’ Rights Act. For the renters who lived in fear that they could lose their home in an instant, we chose to ban no-fault evictions and stop outrageous rent hikes. Continue reading...
The Guardian’s Saturday magazine is looking for throuples to talk honestly about the experience of love and commitment. We’re particularly interested in talking to throuples living together under one roof, as well as throuples who are raising children as a unit of three parents. Is it easier to manage the chore rota and childcare when there are more adults in the room? Or more difficult? As well a...
The Guardian’s Saturday magazine is looking for throuples to talk honestly about the experience of love and commitment. We’re particularly interested in talking to throuples living together under one roof, as well as throuples who are raising children as a unit of three parents. Is it easier to manage the chore rota and childcare when there are more adults in the room? Or more difficult? As well as featuring existing throuples, we are hoping to speak to throuples who have broken up, and are willing to be candid about why they didn’t make it. You can share you experience below. Share your experience You can tell us your experience of being in a throuple using this form. Please share your story if you are 18 or over, anonymously if you wish. For more information please see our terms of service and privacy policy Tell us here Your responses, which can be anonymous, are secure as the form is encrypted and only the Guardian has access to your contributions. We will only use the data you provide us for the purpose of the feature and we will delete any personal data when we no longer require it for this purpose. For alternative ways to get in touch securely please see our tips guide Name Where do you live? Tell us a bit about yourself (e.g. age, background, what you do) Optional Share your experience of being a throuple Please include as much detail as possible. If you are happy to, please upload a photo of yourself here Optional Please note, the maximum file size is 5.7 MB . Choose file Can we publish your response? Yes, entirely Yes, but contact me first Yes, but please keep me anonymous No, this is information only Phone number Optional Your contact details are helpful so we can contact you for more information. They will only be seen by the Guardian. Email address Your contact details are helpful so we can contact you for more information. They will only be seen by the Guardian. You can add more information here Optional If you include other people's names please ask t...
This morning a "Potential Dividend Run Alert" went out for Sysco Corp (NYSE: SYY), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an interesting concept which we first learned about at a past ValueForum conference. And to best explain the concept, we ne...
This morning a "Potential Dividend Run Alert" went out for Sysco Corp (NYSE: SYY), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an interesting concept which we first learned about at a past ValueForum conference. And to best explain the concept, we need to start with the expected behavior of a stock on its ex-dividend date. For anyone unfamiliar with the term, the ex-dividend date marks the trading day when any buyer of the stock is no longer entitled to the referenced dividend — in other words, to be eligible to receive the dividend in question, one would have had to purchase their shares before the ex-dividend date. All else equal, the stock price would be expected to drop by the dividend amount on that ex-date (remember, that's "all else equal" and naturally other factors will drive stocks higher/lower on any given day). But think about it: if a buyer is entitled to a 0.54 dividend before ex-date, but no longer entitled to that amount on or after ex-date, then this drop makes perfect sense! Because if the shares didn't drop by that same 0.54 the next day, then effectively, buyers would effectively be paying 0.54 more for the same share of stock. But now think about this: if a stock is expected to drop by the dividend amount (all else equal) on ex-date, then in turn, shouldn't that stock be expected to rise sometime ahead of a dividend? After all, if a dividend-paying stock didn't ever rise and only fell on each and every ex-date, then eventually after enough dividend payments those shares would have fallen to zero. And that wouldn't make any sense for a company continually earning money and paying dividends. So indeed, "sometime" before a given dividend, there should be sort of a built-in "pressure" for a stock to gradually rise in expectation of that next cash dividend... in other words: pressure for the stock to ha...
NEW YORK, March 18, 2026, 9:08 AM EDT Nvidia stock barely budged early Wednesday. Word came that Beijing greenlit sales of its H200 AI chip in China, and sources said the company was also lining up a China-specific Groq chip. Shares recently traded at $181.93, off $1.22 from Tuesday’s close as of 8:53 a.m. EDT. Reuters This soft reaction stands out. After Jensen Huang pitched Nvidia’s AI chip pote...
NEW YORK, March 18, 2026, 9:08 AM EDT Nvidia stock barely budged early Wednesday. Word came that Beijing greenlit sales of its H200 AI chip in China, and sources said the company was also lining up a China-specific Groq chip. Shares recently traded at $181.93, off $1.22 from Tuesday’s close as of 8:53 a.m. EDT. Reuters This soft reaction stands out. After Jensen Huang pitched Nvidia’s AI chip potential as possibly exceeding $1 trillion by 2027 during his GTC keynote on Monday, the stock spiked, but the gains faded before the bell. Investors still seem to be waiting for something new to spark momentum. Reuters Huang said Tuesday that Nvidia has resumed H200 production, now that it’s got U.S. export licenses and purchase orders in hand. “Our supply chain is getting fired up,” he told reporters. Reuters The U.S. cleared limited H200 shipments to select customers in China, according to an SEC filing from late February. Now, sources tell Reuters that Nvidia has secured approval from Beijing as well, giving the green light to sell to numerous clients there—a market that used to account for 13% of Nvidia’s revenue. Reuters At GTC, Huang shifted the focus to inference—the part where AI systems perform tasks or respond to prompts, not just learn from data. “The inference inflection has arrived,” he said. Bob O’Donnell, president of Technalysis Research, called the announcements a move that “upleveled the entire discussion” about AI infrastructure. Reuters Nvidia bumped up its forecasted revenue potential for Blackwell and Rubin—the company’s current and upcoming AI chip families—to at least $1 trillion by 2027. That estimate, CEO Jensen Huang noted, leaves out any renewed H200 sales to China. Jacob Bourne, analyst at eMarketer, said the higher goal signals “durable demand for Nvidia’s AI infrastructure” as the technology heads toward broader rollout. Reuters The competition heats up in inference. Nvidia finds itself up against Google’s tailor-made chips and Intel’s grip on C...
With a temperature of 19.5C recorded in Bude in Cornwall, Wednesday has become the warmest day of the year so far the United Kingdom. Wales has also seen its warmest day of the year recording 18.6C at Gogerddan on the west coast. Temperatures widely have reached the high teens across England and Wales, making it more generally the warmest spell of weather of the spring so far. Longer spells of sun...
With a temperature of 19.5C recorded in Bude in Cornwall, Wednesday has become the warmest day of the year so far the United Kingdom. Wales has also seen its warmest day of the year recording 18.6C at Gogerddan on the west coast. Temperatures widely have reached the high teens across England and Wales, making it more generally the warmest spell of weather of the spring so far. Longer spells of sunshine will also lead to higher UV levels developing and there'll be very little rainfall in the forecast for most of us over the next week or so.
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Ross: Based in Dublin, CA, Ross is an off-price retailer of apparel and home accessories, offering in-season, branded and designer apparel, footwear, accessories and other home-related merchandise. Operating primarily in the United States, it targets middle-income households, keeping prices at generally 20% to 60% below the regular prices of most department and specialty stores. Here are five of t...
Ross: Based in Dublin, CA, Ross is an off-price retailer of apparel and home accessories, offering in-season, branded and designer apparel, footwear, accessories and other home-related merchandise. Operating primarily in the United States, it targets middle-income households, keeping prices at generally 20% to 60% below the regular prices of most department and specialty stores. Here are five of the 11 stocks that qualified the screening: Moreover, ROE is often used to compare the profitability of a company with other firms in the industry; the higher, the better. It measures how well a company is multiplying its profits without investing new equity capital and portrays management's efficiency in rewarding shareholders with attractive risk-adjusted returns. ROE helps investors distinguish profit-generating companies from profit burners and is useful in determining the financial health of a company. In other words, this financial metric enables investors to identify companies that diligently deploy cash for higher returns. However, identifying cash-rich stocks alone does not make for a solid investment proposition unless it is backed by attractive efficiency ratios, such as return on equity (ROE). A high ROE ensures that the company is reinvesting cash at a high rate of return. Ross Stores, Inc. , Globe Life Inc. , Broadcom Inc. , Colgate-Palmolive Co. and TE Connectivity plc are some of the stocks with high ROE to profit from. President Trump has vowed to form a coalition of countries to escort ships through the Strait to rein in oil prices, propelling the stock markets from the doom and gloom. As investors employ a wait-and-see approach in a classic example of "backing and filling" in the market, they can benefit from "cash cow" stocks that garner higher returns. After a tumultuous past week, the broader equity markets witnessed an uptrend yesterday as oil prices cooled with the U.S. administration allowing Iranian oil tankers to pass safely through the Strait of H...