Though oil prices have spiked in the aftermath during the Iran war, disruption in energy markets probably won't lead to a major downturn in U.S. stocks, according to Sam Stovall at CFRA Research. The war – now in its third week – has brought about the biggest oil supply disruption in history by closing the Strait of Hormuz, sending oil prices above $100 per barrel. Stocks have sold off amid growin...
Though oil prices have spiked in the aftermath during the Iran war, disruption in energy markets probably won't lead to a major downturn in U.S. stocks, according to Sam Stovall at CFRA Research. The war – now in its third week – has brought about the biggest oil supply disruption in history by closing the Strait of Hormuz, sending oil prices above $100 per barrel. Stocks have sold off amid growing concerns that inflation will rise and economic growth will slow, leading to stagflation . For all that, however, the S & P 500 is still less than 5% below its all-time high reached in late January, when it touched 7,002. If the index were to hit the 5% threshold this week, that would be more than 47 days since it notched the high, which is not on par with historical trends. The S & P 500 has needed, on average, only 28 days to pull back 5% to 9.9%, according to Stovall, the chief investment strategist at CFRA. It has needed an average of 80 days to move into a correction, falling between 10% and 19.9% below a recent high, and an average of 245 days to move into a bear market, falling 20% or more. "Even though history should be viewed as a guide and never as gospel, the S & P 500 has never fallen into a bear market since WWII when it took more than 40 days to slip into a Pullback, possibly giving investors ample time to evaluate the likelihood that the current crisis would require such a selloff," Stovall wrote to clients Monday. So, while investors shouldn't rule out the index possibly suffering a greater decline, the amount of time the index has taken to even approach a pullback now signals that while a correction is "highly likely," a bear market is not, Stovall said. Still, CFRA's Energy Strategy Group projects that crude oil prices will continue to climb and remain above the $100 level. On Monday, U.S. West Texas Intermediate crude futures were lower by more than 3% to trade around $95, while Brent crude futures fell 1%, close to $102. Although the risk of faster infl...
Two of the most widely followed U.S. retail REITs, Realty Income O and Simon Property Group SPG, approach real estate investing from very different angles. Realty Income has built its reputation around single-tenant net lease properties and a reliable monthly dividend, while Simon Property focuses on large, high-productivity malls and premium outlets. Both companies generate billions in rental inc...
Two of the most widely followed U.S. retail REITs, Realty Income O and Simon Property Group SPG, approach real estate investing from very different angles. Realty Income has built its reputation around single-tenant net lease properties and a reliable monthly dividend, while Simon Property focuses on large, high-productivity malls and premium outlets. Both companies generate billions in rental income and have long histories of returning capital to shareholders, but the way they grow and manage risk differs significantly. Realty Income emphasizes stability through long lease structures and necessity-driven tenants. Simon, on the other hand, relies on premium retail destinations that benefit from strong consumer spending and tenant demand. Recent financial results show that both companies remain profitable and operationally strong, yet their balance sheet strategies, growth pipelines and capital allocation plans highlight different long-term opportunities. For investors comparing these two REIT leaders, the decision often comes down to growth potential versus income stability. Examining recent operating data, capital investments and strategic initiatives helps clarify how each company positions itself in today’s retail real estate environment. The Case for Realty Income One of Realty Income’s strongest advantages is the predictability of its rental income. The company owns more than 15,000 properties leased to tenants across retail, industrial and other sectors under long-term net leases. These leases typically pass property expenses to tenants, which helps stabilize margins even during economic fluctuations. Dividend reliability is another key strength. Realty Income increased its monthly dividend again in early 2026, marking its 134th common stock dividend increase since listing. The company has long marketed itself as “The Monthly Dividend Company,” and that reputation remains supported by steady AFFO generation and a diversified tenant base. For income-focused inv...
"Problem Is Solvable": Airline CEOs Urge Congress To End Shutdown, Pay TSA Workers The Department of Homeland Security's social media team on X spent the weekend blaming Democrats for the travel chaos unfolding at airports nationwide, as TSA agents failed to report to work during a funding lapse caused by Senate Democrats' refusal to fund the DHS budget without reforms to ICE and Border Patrol. "T...
"Problem Is Solvable": Airline CEOs Urge Congress To End Shutdown, Pay TSA Workers The Department of Homeland Security's social media team on X spent the weekend blaming Democrats for the travel chaos unfolding at airports nationwide, as TSA agents failed to report to work during a funding lapse caused by Senate Democrats' refusal to fund the DHS budget without reforms to ICE and Border Patrol. "Thanks to the Democrats' shutdown, travelers at Austin-Bergstrom International Airport are again seeing MASSIVE security lines this morning," DHS said on X on Saturday. "The Democrats' political games are making spring break travel a NIGHTMARE for Americans as they continue to withhold funding from DHS and refuse to pay our heroic @TSA officers." Thanks to the Democrats' shutdown, travelers at Austin-Bergstrom International Airport are again seeing MASSIVE security lines this morning. The Democrats' political games are making spring break travel a NIGHTMARE for Americans as they continue to withhold funding from DHS and… https://t.co/KsChjpcDnJ — Homeland Security (@DHSgov) March 15, 2026 DHS said Sunday that "Airports coast to coast are seeing major delays, HOURS-long security lines, and missed flights because of the Democrats' DHS shutdown." Airports coast to coast are seeing major delays, HOURS-long security lines, and missed flights because of the Democrats’ DHS shutdown. SAVE SPRING BREAK. REOPEN DHS NOW. https://t.co/ABeVfNiG2C — Homeland Security (@DHSgov) March 15, 2026 A reader on Sunday evening sent ZeroHedge Tips a photo showing, he said, roughly 200 travelers stuck in line at BWI Airport's international customs, with only two CBP agents staffing the booths while at least a dozen booths sat empty. He added that the Global Entry line had only a handful of passengers, who were waved through quickly, while non-Global Entry travelers were left waiting in what seemed like an hours-long line. Last weekend, similar travel chaos unfolded at some airports, with TSA lines t...
Key Points SPDR Gold ETF has generated extremely attractive returns in the past year. There are several factors that support the rise in gold prices that could remain in place. History suggests that investors have to be patient during long stretches when gold doesn’t perform as well. 10 stocks we like better than SPDR Gold Shares › Part of the reason to own exchange-traded funds is to get exposure...
Key Points SPDR Gold ETF has generated extremely attractive returns in the past year. There are several factors that support the rise in gold prices that could remain in place. History suggests that investors have to be patient during long stretches when gold doesn’t perform as well. 10 stocks we like better than SPDR Gold Shares › Part of the reason to own exchange-traded funds is to get exposure to all the investments you want. Contrary to what many investors believe, ETFs don't just cover stocks. You can find funds that invest in a wide variety of different asset classes. And when those particular asset classes do well, interest in the ETFs that make investments in those areas tends to rise considerably. That's been the case with SPDR Gold ETF (NYSEMKT: GLD), which has benefited greatly from the jump in gold prices over the past year. The yellow metal has been hitting successive new all-time highs, and it still trades above $5,000 per ounce. There's considerable debate, though, about whether the surge in precious metals is sustainable. If past trends bear out, then it's likely that at some point, gold's rise will run out of steam, and prices could correct lower considerably. In this final article of a three-part series for the Voyager Portfolio, you'll get a better sense of where popular opinion stands on the prospects for SPDR Gold ETF and whether it looks like a smart investment at these levels. 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 bull case for gold Advocates for gold have a variety of different reasons for believing that the precious metal is a smart long-term investment. The most popular one lately centers on the belief that the current global financial system is resting on a foundation that's eroding, and eventually, gold will reclaim its past status as a leading recognized...
Olivier Le Moal/iStock via Getty Images For decades, U.S. Treasuries have been treated as a refuge during periods of market stress. When growth slowed or equities stumbled, investors could rely on long-dated government bonds to provide stability. That assumption has been tested recently. In late 2025, long-term Treasuries weakened even as the Federal Reserve moved toward easier policy, leaving man...
Olivier Le Moal/iStock via Getty Images For decades, U.S. Treasuries have been treated as a refuge during periods of market stress. When growth slowed or equities stumbled, investors could rely on long-dated government bonds to provide stability. That assumption has been tested recently. In late 2025, long-term Treasuries weakened even as the Federal Reserve moved toward easier policy, leaving many income-oriented investors caught off guard.¹ Under normal circumstances, falling policy rates support longer-duration bonds. This time, the relationship has broken down. Prices on long bonds declined, translating into negative total returns, despite a friendlier stance from the Fed. Market commentary has increasingly highlighted the unusual combination of policy easing alongside persistent upward pressure on longer-term yields.² Why Long-Term Yields Remain Under Pressure Several forces help explain why this has happened. A heavy wave of new bond issuance, both from U.S. corporates and sovereigns abroad, increased supply at a time when global investors were already reassessing interest rate risk. Signals from Japan pointing toward less accommodative policy added to the pressure, pushing yields higher across major markets.³ In the U.S., inflation has also proven more persistent than many expected, complicating the outlook for long-term rates and keeping term premiums elevated.⁴ At the same time, policymakers themselves have acknowledged uncertainty around where rates ultimately settle. Recent Federal Reserve projections suggest the “neutral” rate may be higher than in past cycles, meaning longer-dated yields could remain elevated even if short-term rates drift lower.⁵ Strategists increasingly argue that the traditional playbook of loading up on ultra-long Treasuries at the first sign of easing may no longer apply in this cycle. Implications for Income-Focused Portfolios Instead, the shape of the yield curve has shifted investor attention toward the middle. Intermediate-term...
Joe Hendrickson/iStock Editorial via Getty Images The shares of fintech company SoFi Technologies, Inc. ( SOFI ) have fallen back considerably, from $30-plus to below $20, so it's high time we had a look at what's going on. FinViz SOFI IR Presentation SoFi's one-stop shop model enables members to borrow, save, spend, invest, and protect, producing a flywheel effect as adding products that create n...
Joe Hendrickson/iStock Editorial via Getty Images The shares of fintech company SoFi Technologies, Inc. ( SOFI ) have fallen back considerably, from $30-plus to below $20, so it's high time we had a look at what's going on. FinViz SOFI IR Presentation SoFi's one-stop shop model enables members to borrow, save, spend, invest, and protect, producing a flywheel effect as adding products that create new entry points for adding members (13.7M at the end of FY25), increasing stickiness and cross-selling opportunities. SOFI IR Presentation Some 40% of new products are now opened by existing members, significantly reducing CAC (Customer Acquisition Costs). The company also offers its platform as a B2B solution for other financial institutions, generating stable SaaS revenue. It has a traditional banking business that offers several advantages: It adds members for its Financial Services platform. It provides access to low funding costs. It generates flexibility: SoFi can keep loans on the book or sell them. It requires no branch network. So there are obvious growth drivers, which tend to reinforce one another mutually: New Members. New products. Technology platform (B2B). Lending business. New Members The company continued to produce excellent results in FY25. The future looks equally bright as the company can benefit from two primary technology tailwinds in AI and Blockchain/Crypto. SoFi's members are up 20-fold since 2018, reaching 13.7M members. Product Innovation There were several new product introductions: SoFi Smart Card is an all-in-one card enabling members to earn 5% cash back at grocery stores while purchases are automatically set aside from deposits in real time. SoFi Invest Expansion with alternative investments (private companies like SpaceX and Epic Games) and IPOs. Business Banking for institutions will be launched in FY26. Crypto The company is embarking on integrating crypto now that it's allowed for national banks, with the following initiatives: SoFi Pay ...
narvo vexar Two Harbors Investment ( TWO ) adjourned its special meeting of stockholders on Monday to provide additional time for its shareholders to vote on the proposed acquisition of the mortgage servicing rights-focused REIT by UWM Holdings ( UWMC ), the company said. The record date for the adjourned meeting remains Feb. 10, 2026. In December, UWMC agreed to acquire TWO in an all-stock deal t...
narvo vexar Two Harbors Investment ( TWO ) adjourned its special meeting of stockholders on Monday to provide additional time for its shareholders to vote on the proposed acquisition of the mortgage servicing rights-focused REIT by UWM Holdings ( UWMC ), the company said. The record date for the adjourned meeting remains Feb. 10, 2026. In December, UWMC agreed to acquire TWO in an all-stock deal that at that time was valued at ~$1.3B. Two Harbors ( TWO ) stock rose 0.3%, and UWM Holdings ( UWMC ) stock gained 0.8% in Monday midday trading. More on Two Harbors Investment, UWM Holdings UWM Holdings Corporation 2025 Q4 - Results - Earnings Call Presentation UWM Holdings Corporation (UWMC) Q4 2025 Earnings Call Prepared Remarks Transcript Two Harbors Investment Corp. 2025 Q4 - Results - Earnings Call Presentation UWM Q4 loan volume hits $49.6B; sees strong 2026 revenue growth Rocket Cos., UWM Holdings slide after Better partners with OpenAI on mortgage decision app
A Los Angeles private school with ties to famous junk bond investor Michael Milken is looking to sell $63 million in municipal bonds to fund a campus expansion. Milken Community School, a coed Jewish day school that’s received backing from the Milken Family Foundation, is looking to refinance debt it took on to purchase a 22-acre site that will help the school triple in size. It’s also planning to...
A Los Angeles private school with ties to famous junk bond investor Michael Milken is looking to sell $63 million in municipal bonds to fund a campus expansion. Milken Community School, a coed Jewish day school that’s received backing from the Milken Family Foundation, is looking to refinance debt it took on to purchase a 22-acre site that will help the school triple in size. It’s also planning to use the financing to add new facilities. Private independent schools are increasingly looking to upgrade or build new facilities in order to justify lofty tuition and remain competitive as the population of school-aged kids drops due to a declining US birth rate. Located off Mulholland Drive, the school will charge roughly $57,000 in tuition for students in grades 6 to 12 next year, plus extra costs for trips, MacBooks and school clothing. Read More: US Private Schools’ Tuition Approaches Record $50,000 Proceeds of the bond sale, which is slated for Tuesday, will help create a new upper school on the site and fund interior renovations, according to an investor presentation. The site was previously owned by American Jewish University , and Milken Community School borrowed $40 million to purchase it in 2024. The school was first established in 1984 and became religiously affiliated with Stephen Wise Temple for several years until it became an independent nonprofit school in 2011. Since 1990, MCS has received funding at key junctures in its history from the Milken Family Foundation, which was established by brothers Michael and Lowell Milken. Lowell Milken sits on the school’s board of trustees alongside a roster of executives and entrepreneurs from companies including Mattel Inc. and Rodan & Fields . The school has seen enrollment grow over the past five years to 814 students this year, compared to 719 in 2021-2022. By expanding its campus, the school hopes to increase enrollment to about 900 students. Read More: Elite Prep Schools Unleash Debt Wave Sparked by 2023 Bank Cris...
Hello my names is james,I'm photographer./iStock via Getty Images BHP ( BHP ) won its effort to throw out a contempt of court case in the U.K. over the funding of litigation to try to prevent some Brazilian municipalities suing the company in London over the 2015 Mariana dam collapse, one of Brazil's worst environmental disasters, Reuters reported Monday. The judgment comes as BHP ( BHP ) awaits...
Hello my names is james,I'm photographer./iStock via Getty Images BHP ( BHP ) won its effort to throw out a contempt of court case in the U.K. over the funding of litigation to try to prevent some Brazilian municipalities suing the company in London over the 2015 Mariana dam collapse, one of Brazil's worst environmental disasters, Reuters reported Monday. The judgment comes as BHP ( BHP ) awaits a decision on whether it can challenge a ruling that it is liable for the disaster at the dam that was owned and operated by BHP and Vale's ( VALE ) Samarco joint venture. Lawyers representing the claimants suing BHP ( BHP ) - which include hundreds of thousands of Brazilians, as well as local governments and businesses - alleged that, by procuring and funding a lawsuit by a Brazilian mining lobby group, the company was in contempt of court by interfering with the administration of justice. Brazil's Court of Appeal is expected to give its ruling on BHP's ( BHP ) application for permission to appeal in the coming weeks; the company has always denied liability and says the case duplicates legal proceedings and reparation and repair programs in Brazil. More on BHP BHP Group Presents at 35th BMO Global Metals, Mining & Critical Minerals Conference - Slideshow BHP Group Is A Better Fit For All-Weather Portfolios Than Rio Tinto BHP: Decent Quarterly Results Tied To Copper, But Demand May Disappoint (Downgrade)
Tencent TCEHY is scheduled to report its fourth-quarter 2025 results on March 18. The Zacks Consensus Estimate for fourth-quarter earnings is pegged at 98 cents per share, unchanged over the past 30 days. The figure indicates a 19.51% increase from the year-ago quarter’s reported figure. The consensus mark for revenues is pegged at $27.83 billion, indicating a 16.05% increase from the year-ago qua...
Tencent TCEHY is scheduled to report its fourth-quarter 2025 results on March 18. The Zacks Consensus Estimate for fourth-quarter earnings is pegged at 98 cents per share, unchanged over the past 30 days. The figure indicates a 19.51% increase from the year-ago quarter’s reported figure. The consensus mark for revenues is pegged at $27.83 billion, indicating a 16.05% increase from the year-ago quarter’s reported figure. TCEHY’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, while missing once and delivering an average surprise of 6.73%. Tencent Holding Ltd. Price and EPS Surprise Tencent Holding Ltd. price-eps-surprise | Tencent Holding Ltd. Quote Let us see how things are shaping up for the upcoming announcement. Factors to Consider Tencent is expected to have entered the fourth quarter of 2025 with broad operational momentum, having delivered robust growth across its gaming, marketing and fintech verticals in the previously reported quarter. The domestic games portfolio is expected to have remained a primary growth driver, with evergreen titles such as Honor of Kings and Peacekeeper Elite continuing to benefit from expanded game ecosystems and AI-powered content enhancements. VALORANT Mobile, which had emerged as China's most successful mobile game launch of 2025 by first-month engagement metrics, is expected to have sustained strong user retention through the quarter. Marketing Services is expected to have remained a meaningful tailwind, with continued AI-driven improvements to ad targeting efficiency and broader advertiser adoption of the AIM+ automated campaign solution anticipated to have supported healthy revenue growth across Video Accounts, Mini Programs and Weixin Search inventories. Tencent's ongoing upgrades to the Hunyuan foundation model throughout the quarter, combined with Yuanbao's deeper integration within the Weixin ecosystem, are expected to have progressively strengthened the company's competitive positioning ...
Tencent TCEHY is scheduled to report its fourth-quarter 2025 results on March 18. The Zacks Consensus Estimate for fourth-quarter earnings is pegged at 98 cents per share, unchanged over the past 30 days. The figure indicates a 19.51% increase from the year-ago quarter’s reported figure. The consensus mark for revenues is pegged at $27.83 billion, indicating a 16.05% increase from the year-ago qua...
Tencent TCEHY is scheduled to report its fourth-quarter 2025 results on March 18. The Zacks Consensus Estimate for fourth-quarter earnings is pegged at 98 cents per share, unchanged over the past 30 days. The figure indicates a 19.51% increase from the year-ago quarter’s reported figure. The consensus mark for revenues is pegged at $27.83 billion, indicating a 16.05% increase from the year-ago quarter’s reported figure. TCEHY’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, while missing once and delivering an average surprise of 6.73%. Tencent Holding Ltd. Price and EPS Surprise Tencent Holding Ltd. Price and EPS Surprise Tencent Holding Ltd. price-eps-surprise | Tencent Holding Ltd. Quote Let us see how things are shaping up for the upcoming announcement. Factors to Consider Tencent is expected to have entered the fourth quarter of 2025 with broad operational momentum, having delivered robust growth across its gaming, marketing and fintech verticals in the previously reported quarter. The domestic games portfolio is expected to have remained a primary growth driver, with evergreen titles such as Honor of Kings and Peacekeeper Elite continuing to benefit from expanded game ecosystems and AI-powered content enhancements. VALORANT Mobile, which had emerged as China's most successful mobile game launch of 2025 by first-month engagement metrics, is expected to have sustained strong user retention through the quarter. Marketing Services is expected to have remained a meaningful tailwind, with continued AI-driven improvements to ad targeting efficiency and broader advertiser adoption of the AIM+ automated campaign solution anticipated to have supported healthy revenue growth across Video Accounts, Mini Programs and Weixin Search inventories. Tencent's ongoing upgrades to the Hunyuan foundation model throughout the quarter, combined with Yuanbao's deeper integration within the Weixin ecosystem, are expected to have progressively strengt...
(RTTNews) - The Canadian market gained in strength on Monday as soft inflation data and slightly easing concerns about oil supplies triggered strong buying at several counters. Technology, financials, consumer discretionary and real estate stocks were among the prominent gainers. Materials and energy stocks turned in a mixed performance, while several stocks from industrials, utilities and consume...
(RTTNews) - The Canadian market gained in strength on Monday as soft inflation data and slightly easing concerns about oil supplies triggered strong buying at several counters. Technology, financials, consumer discretionary and real estate stocks were among the prominent gainers. Materials and energy stocks turned in a mixed performance, while several stocks from industrials, utilities and consumer staples sectors posted impressive gains. Despite rising tensions, several tankers supplying oil to Asian countries have been passing through the Strait of Hormuz, contributing to easing concerns about crude supplies. West Texas Intermediate Crude oil futures dropped to a low of $92.97 a barrel before recovering to $95.10, still down by about 3.7% from last week's closing price. Meanwhile, investors are looking ahead to the monetary policy announcements from several central banks, including the Federal Reserve, the Bank of Canada, the Bank of England and the European Central Bank this week. The benchmark S&P/TSX Composite Index, which climbed to 32,891.42 earlier in the session, was up 223.93 points or 0.7% at 32,765.86 a few minutes past noon. Statistics Canada showed the headline inflation in Canada slowed to 1.8% in February, from 2.3% a month earlier. Inflation was expected to come in at 1.9%. The Consumer Price Index increased 0.5% in February over the previous month. Canada's annual core inflation fell to an 11-month low of 2.3% in February from 2.6% in January. On a monthly basis, core consumer prices rose 0.4% in February, following a 0.2% increase in January. A separate data from Statistics Canada said car registrations in Canada dropped to 114,410 Units in January from 127,248 Units in December of 2025. A report from Canada Mortgage And Housing Corporation showed housing starts in Canada increased 4.5% in February 2026 to a seasonally adjusted annual rate of 238,049 units, up from 250,900 in January. Technology stocks Tecsys, Dye & Durha, Celestica Inc., Shopify,...
Nvidia (NASDAQ:NVDA) is hosting its annual GTC Technology Conference this week in San Jose, a four-day gathering that draws thousands of developers, engineers, and tech leaders to dive deep into AI, accelerated computing, and graphics innovations. The event kicks off today at 2 p.m. EST with CEO Jensen Huang’s highly anticipated keynote address. Huang has ... Will Nvidia’s ‘Surprise’ Announcement ...
Nvidia (NASDAQ:NVDA) is hosting its annual GTC Technology Conference this week in San Jose, a four-day gathering that draws thousands of developers, engineers, and tech leaders to dive deep into AI, accelerated computing, and graphics innovations. The event kicks off today at 2 p.m. EST with CEO Jensen Huang’s highly anticipated keynote address. Huang has ... Will Nvidia’s ‘Surprise’ Announcement Today Finally Spark New Growth?
tiero/iStock via Getty Images SMCI Is Still A Buy I've been bullish on Super Micro Computer, Inc. ( SMCI ) for the past year, and so I can't be happy with the price action that has taken place since then - SMCI's momentum is one of the worst, especially when compared to most AI-related stocks out there. Seeking Alpha, SMCI The stock is currently consolidating near its medium-term support zone at $...
tiero/iStock via Getty Images SMCI Is Still A Buy I've been bullish on Super Micro Computer, Inc. ( SMCI ) for the past year, and so I can't be happy with the price action that has taken place since then - SMCI's momentum is one of the worst, especially when compared to most AI-related stocks out there. Seeking Alpha, SMCI The stock is currently consolidating near its medium-term support zone at $28-31/share, slightly below the 100-day moving average. TrendSpider Software, SMCI daily, Oakoff's notes I believe that the odds of SMCI breaking out to the upside off the above support zone are pretty high, as the mispricing that's been created is likely to catalyze the stock once the targeted revenues kick in and the margins stabilize. The majority of analysts have already upgraded their consensus estimates for FY2026 EPS and revenues, but the stock's price action hasn't reacted yet - the mispricing is evident, in my opinion. Seeking Alpha, SMCI The current valuation also speaks of a clear upside ahead, so I'm not withdrawing my Buy on SMCI just yet. My Updated Reasoning On The SMCI's Prospects Super Micro's fiscal Q2 2026 revenues amounted to $12.68 billion (+123% YoY), beating the previous consensus estimates by over 22% (the largest beat since at least 2022, according to Seeking Alpha data ). The delayed shipments for Q1 were basically pushed out, thanks to customer readiness, and we, the bulls, have been writing about it for weeks before the print. Anyway, this tailwind was only $1.5 billion in size, and 90% of SMCI's sales came from the strong underlying demand for AI GPU platforms - the beat isn't a one-off thing, and it isn't just an accounting adjustment. Even if we deduct the $1.5 billion completely from the beating amount, SMCI would have beaten the top-line consensus by $840 million, or ~8.12%, if my math is correct. Seeking Alpha, SMCI On the bottom line, SMCI's adjusted EPS amounted to $0.69, which was 15% above last year's figure, and it was also >41% above ...
Since last week's Fedora 44 Beta release I have been testing out this upcoming Fedora Linux version on a few systems in the lab, most notably with the Framework Desktop powered by the powerful AMD Ryzen AI Max+ 395 "Strix Halo". Fedora Workstation 44 Beta has been looking nice and running stable albeit in some instances seeing lower performance at this point than Fedora Workstation 43 but overall ...
Since last week's Fedora 44 Beta release I have been testing out this upcoming Fedora Linux version on a few systems in the lab, most notably with the Framework Desktop powered by the powerful AMD Ryzen AI Max+ 395 "Strix Halo". Fedora Workstation 44 Beta has been looking nice and running stable albeit in some instances seeing lower performance at this point than Fedora Workstation 43 but overall in good shape. As the first of the Fedora 44 benchmarking, today is a look at the Framework Desktop performance using the AMD Ryzen AI Max+ 395 on Fedora Workstation 43 stock, Fedora Workstation 43 with all stable updates as of this past weekend, and then Fedora Workstation 44 Beta. The same Framework Desktop hardware was used throughout all the testing with just carrying out clean installs of Fedora Workstation 43/44 as the only changes being made. Unlike Ubuntu and many other distributions that will stick to the same kernel release for its lifetime, Fedora Linux continues rolling down new stable kernel releases and the like that for Fedora 43 means already matching the same v6.19 kernel base as Fedora 44 Beta. This diminishes some of the performance benefits to upgrading to newer Fedora Linux releases but in any event there were some interesting performance changes discovered when moving from Fedora 43 to Fedora 44 Beta. Fedora 44 notably shifts from GCC 15 to the GCC 16 compiler, which hasn't yet seen its official GCC 16.1 stable release. Fedora with their H1 releases continue to be on the leading-edge of shipping new compilers, typically before other prominent Linux distributions.
Key Points Eli Lilly's growth rate has accelerated significantly in recent years due to its GLP-1 drugs. The stock, however, trades at more than 40 times its trailing earnings. 10 stocks we like better than Eli Lilly › Eli Lilly (NYSE: LLY) has been an exceptional growth stock to own in recent years. Its popular GLP-1 treatments, Zepbound and Mounjaro, have been in high demand, and they are amassi...
Key Points Eli Lilly's growth rate has accelerated significantly in recent years due to its GLP-1 drugs. The stock, however, trades at more than 40 times its trailing earnings. 10 stocks we like better than Eli Lilly › Eli Lilly (NYSE: LLY) has been an exceptional growth stock to own in recent years. Its popular GLP-1 treatments, Zepbound and Mounjaro, have been in high demand, and they are amassing billions in revenue for the business. Investors and analysts continue to expect much more growth from them in the future. However, with Eli Lilly's valuation at around $900 billion today, expectations are also sky-high. That can make it difficult for the stock to impress investors and generate strong returns in the future. Is Eli Lilly's stock priced at too much of a premium to be a good buy right now, or is there still room for it to rise even higher? 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 » Why have investors been willing to pay so much for Eli Lilly stock? Investors have become extremely bullish on Eli Lilly in recent years due to its incredible growth potential. The company has been delivering fantastic results, as is evident in the chart below, which shows a sharp acceleration in its growth rate compared to where it was just a few years ago. The company plans to launch a GLP-1 weight loss pill this year, which could give it yet another fast-growing product to add to its portfolio. With such excitement and optimism, it's not much of a mystery as to why this is the most valuable healthcare company in the world, and why investors remain bullish. According to the consensus analyst price target of around $1,230, Eli Lilly's stock could still rise by around 24% from where it is today. Eli Lilly's stock isn't cheap, and that adds risk for investors In just five years, Eli Lilly's stock has skyrock...
Retirement is something you hear about often throughout your working life. It's easy to push those retirement thoughts away during your younger years, but waiting too long to get serious about your financial future can have serious consequences. The typical U.S. household has median retirement savings of just $200,000 at age 65. Where to invest $1,000 right now? Our analyst team just revealed what...
Retirement is something you hear about often throughout your working life. It's easy to push those retirement thoughts away during your younger years, but waiting too long to get serious about your financial future can have serious consequences. The typical U.S. household has median retirement savings of just $200,000 at age 65. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » In other words, someone using the popular 4% rule is trying to live off just $8,000 in their first year of retirement. Not many people can live off of that, so it's safe to say there is a financial crisis among older Americans. Just how much are people falling short of where they should be? There is no single number, but investment management company T. Rowe Price lays out some reasonable guidance to help gauge how much you should have invested throughout your working years. You should try to have 7.5 to 13.5 times your salary invested by age 65 T. Rowe Price lays out milestones, depending on your age: 1.5 to 2.5 times your salary at age 40 3.5 to 5.5 times your salary at age 50 6.0 to 11.0 times your salary at age 60 7.5 to 13.5 times your salary at age 65 Given the median household income in the U.S. is approximately $80,000, a typical household retiring at 65 should have between $600,000 and $1.1 million invested, according to the above guidelines. That's three to five times what a typical household actually retires on. Why the wide range? Everyone's situation is different. Your lifestyle, location, income, and personal finances can all directly impact how much you might need. These milestones also also based on the previously mentioned 4% rule and a 30-year retirement period. Younger workers shouldn't depend on Social Security This challenge is going to evolve and impact younger generations differently. Social Security currently provides a safety blanket to retirees. The average monthly Social Security ...