The Forecast Newsletter on Bloomberg.com: Spend your Sunday thinking about what's ahead — with predictions and analysis from around the world. Journalist and author Philip Delves Broughton joins Bloomberg’s David Gura and Christina Ruffini to examine the parallels between the current Middle East war–driven energy shock and the 1973 Yom Kippur crisis. (Source: Bloomberg)
The Forecast Newsletter on Bloomberg.com: Spend your Sunday thinking about what's ahead — with predictions and analysis from around the world. Journalist and author Philip Delves Broughton joins Bloomberg’s David Gura and Christina Ruffini to examine the parallels between the current Middle East war–driven energy shock and the 1973 Yom Kippur crisis. (Source: Bloomberg)
Hongkonger Shirley Sung finally returned home on Sunday after being stranded in Dubai for a week and making eight failed attempts to secure a flight, ultimately paying HK$11,000 (US$1,406) to escape the Middle East conflict via Kuala Lumpur. The 30-year-old solo traveller, who had flown to the United Arab Emirates (UAE) for a wedding, found herself in a tense situation as she witnessed missile int...
Hongkonger Shirley Sung finally returned home on Sunday after being stranded in Dubai for a week and making eight failed attempts to secure a flight, ultimately paying HK$11,000 (US$1,406) to escape the Middle East conflict via Kuala Lumpur. The 30-year-old solo traveller, who had flown to the United Arab Emirates (UAE) for a wedding, found herself in a tense situation as she witnessed missile interceptions and sought shelter in a hotel car park during Tehran’s retaliatory attacks amid US-Israel strikes on Iran. After purchasing nine tickets – eight of which were cancelled for free – Sung eventually secured a one-way flight to Kuala Lumpur from Dubai last Friday for HK$6,000. Advertisement She then spent two nights in the Malaysian capital city, paying around HK$2,000 in hotel fees, before catching an AirAsia flight to Hong Kong for HK$3,000, arriving home on Sunday evening. “I started looking at Emirates [airline] and booked two tickets to available Asian destinations each day for four days, but it was a repetitive cycle of hope and disappointment. I would book one and then it would be cancelled. The process was very frustrating,” Sung, a sales representative, told the South China Morning Post upon landing in Hong Kong on Sunday evening. Advertisement The regional conflict has thrown Middle Eastern air traffic into disarray.
Vinva Investment Management Ltd lifted its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 20.3% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 424,738 shares of the information services provider's stock after purchasing an additional 71,777 shares during the quarter. Alphabet comprises ...
Vinva Investment Management Ltd lifted its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 20.3% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 424,738 shares of the information services provider's stock after purchasing an additional 71,777 shares during the quarter. Alphabet comprises 2.1% of Vinva Investment Management Ltd's investment portfolio, making the stock its 7th biggest holding. Vinva Investment Management Ltd's holdings in Alphabet were worth $103,789,000 at the end of the most recent reporting period. Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in shares of Alphabet by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider's stock worth $73,927,821,000 after acquiring an additional 5,182,111 shares in the last quarter. State Street Corp boosted its stake in Alphabet by 1.3% during the second quarter. State Street Corp now owns 188,914,125 shares of the information services provider's stock worth $33,511,477,000 after acquiring an additional 2,428,266 shares in the last quarter. Geode Capital Management LLC grew its holdings in Alphabet by 0.4% in the second quarter. Geode Capital Management LLC now owns 107,760,033 shares of the information services provider's stock worth $19,022,926,000 after purchasing an additional 441,177 shares during the period. JPMorgan Chase & Co. grew its holdings in Alphabet by 8.6% in the third quarter. JPMorgan Chase & Co. now owns 99,529,742 shares of the information services provider's stock worth $24,240,469,000 after purchasing an additional 7,904,434 shares during the period. Finally, Sanders Capital LLC increased its stake in shares of Alphabet by 6.4% during the second quarter. Sanders Capital LLC now owns 35,357,943 shares of the infor...
Key Points The Motley Fool surveyed 2,000 retirees to find out what makes a place well-suited for retirement. Important factors include quality of life, healthcare access, and housing affordability. Some of the top places to retire are the results one might expect, while others were unexpected. The $23,760 Social Security bonus most retirees completely overlook › There's no right way to retire and...
Key Points The Motley Fool surveyed 2,000 retirees to find out what makes a place well-suited for retirement. Important factors include quality of life, healthcare access, and housing affordability. Some of the top places to retire are the results one might expect, while others were unexpected. The $23,760 Social Security bonus most retirees completely overlook › There's no right way to retire and no perfect amount to save. Everyone has their own preferences. Some prefer to live their lives exactly how they did before retirement, while others want to travel or purchase second homes. Others want to live an even simpler lifestyle than before. Regardless of how you want to retire, it's a good idea to set goals and plan. 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 » Looking at expert advice and public data can be helpful. Research can also help determine where you want to retire. The U.S. is massive, and there are many undiscovered gems that people may at least want to consider or weigh against their initial retirement destinations. Here are the top five best places to retire in the U.S., according to recent research from Motley Fool. How the survey was conducted Earlier this year, The Motley Fool analyzed every U.S. county using primary and secondary data. This included surveying 2,000 retired Americans to identify the best retirement locations by county. The Motley Fool first identified seven key retirement preferences, based on the survey results, and then assigned weights to them. The weights are as follows: Quality of life: 31% Healthcare access and quality: 15% Housing affordability: 13% Crime and safety: 12% Weather and climate: 12% State and local taxes: 11% Non-housing affordability: 6% The Motley Fool then applied these weightings to secondary data from eight public and institutional data ...
SweetBunFactory/iStock via Getty Images A tightening in memory chip supply, driven by accelerating capital expenditure on AI infrastructure, is redistributing earnings across the semiconductor sector, pressuring end-market customers while improving pricing power and margins for memory manufacturers. For smartphone chipmaker Qualcomm ( QCOM ), constrained component availability and shifting capital...
SweetBunFactory/iStock via Getty Images A tightening in memory chip supply, driven by accelerating capital expenditure on AI infrastructure, is redistributing earnings across the semiconductor sector, pressuring end-market customers while improving pricing power and margins for memory manufacturers. For smartphone chipmaker Qualcomm ( QCOM ), constrained component availability and shifting capital allocation towards AI servers rather than handsets threaten to make 2026 a challenging year. For SanDisk ( SNDK ), however, the imbalance is proving beneficial. NAND flash has become a critical enabler of AI workloads, supporting the vast data storage and retrieval demands of large language models and high-performance computing clusters. As hyperscalers accelerate investments in AI capacity, supply of enterprise solid-state drives (SSDs) has tightened, pushing up prices. Unlike more diversified memory players such as Samsung ( SSNLF ) (KRX:005930), SK hynix (HXSC.F) (KRX:000660), and Micron ( MU ), which are major suppliers of both DRAM and NAND, SanDisk is a pure-play NAND developer and manufacturer. Visible Alpha consensus estimates point to a sharp earnings jump for SanDisk driven by these market conditions. SanDisk's NAND and SSD bit shipments are projected to rise 23% year-on-year to 135,434 million units in 2026, while average selling prices are expected to climb 77% to $0.11 per bit. The combination of volume and pricing power is forecast to drive total revenue up 113% to $15.7 billion. Profitability is set to swing even more sharply. Net income is projected to reach $6 billion in 2026, compared with a $1.6 billion loss last year. Diluted earnings per share are expected to jump to $37.96 from a negative $11.32, underscoring the operational leverage inherent in memory markets when pricing turns favorable. However, the buoyant earnings outlook has done little to shield memory stocks from broader market volatility. US-listed memory stocks have fallen in tandem with the...
Quant rankings for the upcoming earnings calendar show strength in materials and consumer-related names, while several health care, technology, and communication services companies appear among the weakest-scoring stocks. Silver miner Avino Silver & Gold Mines ( ASM ) leads the list with a quant rating of 4.83, followed by gold producer Harmony Gold Mining Company ( HMY ) at 4.81, underscoring str...
Quant rankings for the upcoming earnings calendar show strength in materials and consumer-related names, while several health care, technology, and communication services companies appear among the weakest-scoring stocks. Silver miner Avino Silver & Gold Mines ( ASM ) leads the list with a quant rating of 4.83, followed by gold producer Harmony Gold Mining Company ( HMY ) at 4.81, underscoring strong factor momentum across precious metals companies in the materials sector. Consumer names also feature prominently among the top-rated group, including food distributor United Natural Foods ( UNFI ) and fashion retailer Industria de Diseño Textil ( IDEXY ), both with ratings of 4.72, alongside apparel retailer Zumiez ( ZUMZ ). Health care and biotechnology companies appear more frequently among the lowest-ranked names. Angel Studios ( ANGX ) in the communication services sector holds the weakest score in the group at 1.06, followed by biotechnology company Exagen ( XGN ) with a rating of 1.07. Other low-scoring stocks include industrial machinery maker Realbotix ( XBOTF ) and software company Digimarc ( DMRC ), reflecting weaker readings across valuation, growth, or momentum factors. High-profile companies set to report earnings this week include NIO ( NIO ), Oracle ( ORCL ), Adobe ( ADBE ), and Hewlett Packard Enterprise ( HPE ) . Three of the companies, NIO, Oracle, and Adobe, carry Hold ratings, while Hewlett Packard Enterprise holds a Buy rating. Their respective quant scores stand at 2.98 , 3.43 , 2.98, and 3.95, respectively. Seeking Alpha’s Quant system ranks stocks based on their relative performance across critical quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are given on a scale from 1 to 5, with any score of 3.5 or above considered a bullish rating, while 2.5 or below indicates a bearish assessment. Here are the top-rated upcoming earnings stocks, ranked by Quant: Avino Silver & Gold Mines ( ASM ), Quant Rating...
President Donald Trump and Attorney General Pam Bondi are being sued by two investors who claim that the approval of a deal allowing TikTok to become a separate American-owned entity was unlawful. Zhaocheng Anthony Tan, who has stakes in Alphabet, and Garrett Reid, a shareholder in META, have initiated the lawsuit on Thursday. They argue that the deal allowing TikTok to spin off into a separate Am...
President Donald Trump and Attorney General Pam Bondi are being sued by two investors who claim that the approval of a deal allowing TikTok to become a separate American-owned entity was unlawful. Zhaocheng Anthony Tan, who has stakes in Alphabet, and Garrett Reid, a shareholder in META, have initiated the lawsuit on Thursday. They argue that the deal allowing TikTok to spin off into a separate American-owned entity violated a law requiring its parent company, ByteDance, to divest from the app or face a U.S. ban. The Public Integrity Project, which filed the lawsuit, contends that the deal would let ByteDance maintain control over all key aspects of TikTok, defeating the intent of the TikTok Law. Don't Miss: Tan and Reid assert that the approval of the deal has resulted in financial harm to them as investors in competing companies, creating a “legal impediment to [their] financial recovery.” The lawsuit seeks to renegotiate the deal to prevent Trump administration allies from having the power to censor political content on one of the world's most popular media platforms. Notably, it does not seek to force a U.S. ban on TikTok. TikTok: A Timeline Of Events 2019 – U.S. national security concerns emerge over TikTok during Trump's first term. Officials and lawmakers warn that China's National Intelligence Law could force Chinese companies to share data with Beijing. 2020– Trump unsuccessfully tried to ban TikTok and ordered ByteDance to divest its stake in TikTok’s U.S. operations within 90 days. ByteDance challenged the order and was granted extensions. 2022- The U.S. banned TikTok on Federal devices. Trending: Before the IPO: How One Company Quietly Locked Up 500+ Iconic Character Rights 2023–TikTok CEO Shou Zi Chew testified before Congress, repeatedly denying that the app shares user data or has ties to the Chinese Communist Party (CCP). 2024 – A law is passed requiring ByteDance to sell its U.S. assets by January 2025 or face a ban and potential fines. The law was ...
watch now VIDEO 8:25 08:25 Why these Gen Zers are ditching college degrees for blue-collar careers Make It James Vandall, 25, said his interest in becoming an electrician first sparked, so to say, when workers were recently redoing the wiring on the third floor of his home. "I asked them how I could go about getting into that trade," he said. Part of the appeal, he said, was working with his hands...
watch now VIDEO 8:25 08:25 Why these Gen Zers are ditching college degrees for blue-collar careers Make It James Vandall, 25, said his interest in becoming an electrician first sparked, so to say, when workers were recently redoing the wiring on the third floor of his home. "I asked them how I could go about getting into that trade," he said. Part of the appeal, he said, was working with his hands. "Initially, I really didn't know what I wanted to do. I went to college and then left," he said. "I sort of bounced around from job to job throughout the years until I eventually landed on trades." Vandall is now enrolled in Rosedale Technical College in Pittsburgh. After the 16-month program, the school's job placement program typically puts students directly into a position in the field — an increasingly rare feat in today's job market . Read more CNBC personal finance coverage Middle-income homebuyers have $30,000 more buying power than a year ago Average IRS tax refund is up 10.6%, early filing data shows GOP 'big beautiful bill' to deal 'shock' to the ACA marketplace: health experts As millions claim Trump's 'no tax on overtime' deduction, filers risk mistakes S&P 500 shrugs off 1% daily drops all the time. Investors can too, advisors say Where investors can look for stability as the Iran war rattles markets What the Iran war market turmoil means for those nearing retirement Musk says Grok can help with your taxes. What experts say about AI and tax prep New bill would update anti-poverty program, 'a critical lifeline': Warren There's a push to cut capital gains taxes on home sales to add supply for buyers Iran war and your portfolio: Historical stock market patterns investors should know Trump says '401(k)s are way up' — but workers are tapping them at record rates AI, layoffs spur workers to want a career change, survey finds — but few may do it Poor coordination can cost couples an average $14,000 in retirement wealth Gold price jumps on Middle East turmoil. What t...
Even before last weekend, Pacific Investment Management Co.’s Daniel Ivascyn was preparing for turbulence. With AI-related jitters reverberating through markets and private credit tremors setting off alarms, the chief investment officer at Pimco and manager of the world’s largest active bond fund was making adjustments — reducing corporate credit and stockpiling cash-equivalent holdings that could...
Even before last weekend, Pacific Investment Management Co.’s Daniel Ivascyn was preparing for turbulence. With AI-related jitters reverberating through markets and private credit tremors setting off alarms, the chief investment officer at Pimco and manager of the world’s largest active bond fund was making adjustments — reducing corporate credit and stockpiling cash-equivalent holdings that could be quickly sold to take advantage of any dislocations, while still favoring medium-dated Treasuries. “Then a war breaks out in the Middle East,” Ivascyn said in an interview, “and now you have additional concerns.” Just as investors closed their books on a month when mounting concerns over corporate risks fueled demand for the perceived safety of Treasuries, the US-Israeli attack on Iran raised a whole new set of worries — and triggered a different response. Instead of acting as a refuge, US government bonds took their cue from surging crude prices and yields shot up, with inflation fears taking center stage at a time when prices are already running higher than central banks would like. “That’s the type of tension in terms of markets that we have seen in the last few days,” Ivascyn said. Then at week’s end, a report showing a surprise drop in US payrolls added yet another cross-current to the mix, and raised the specter of stagflation. As hostilities in the Middle East grind on for a second week, the human toll and geopolitical ramifications of the war remain of paramount concern. But for investors in the $31 trillion US bond market, the conflict has also served to complicate a defining trade for 2026 that had seemed straightforward: collect interest of around 4% and wait for the Federal Reserve, under its incoming chair, to resume cutting interest rates. While that strategy is still working, risks are on the rise, with more spinning plates to juggle. ‘Serious Move’ The unfolding conflict has forced some of the world’s largest asset managers to reassess their assumptions a...