China set its most modest growth target since 1991, in a tacit acknowledgment that the model powering the country’s rapid rise for the past four decades is showing strains. Bloomberg's Stephen Engle reports from Beijing. (Source: Bloomberg)
China set its most modest growth target since 1991, in a tacit acknowledgment that the model powering the country’s rapid rise for the past four decades is showing strains. Bloomberg's Stephen Engle reports from Beijing. (Source: Bloomberg)
Australia’s goods trade surplus dropped to AUD 2.63 billion in January 2026, down from AUD 3.37 billion in December and below the expected AUD 3.9 billion. This decline was due to lower exports, which fell 0.9% to AUD 44.06 billion, and a 0.8% rise in imports to AUD 41.43 billion, indicating stronger domestic demand at the start of the year. In Australia, the latest data showed household spending ...
Australia’s goods trade surplus dropped to AUD 2.63 billion in January 2026, down from AUD 3.37 billion in December and below the expected AUD 3.9 billion. This decline was due to lower exports, which fell 0.9% to AUD 44.06 billion, and a 0.8% rise in imports to AUD 41.43 billion, indicating stronger domestic demand at the start of the year. In Australia, the latest data showed household spending rebounded slightly in January after falling in December, indicating softer consumer demand. Australia's trade surplus shrinks to AUD 2.63B in January, missing forecasts The S&P/ASX 200 Index rose 0.4% to around 8,900 in Thursday morning deals, after shedding more than 3% over the previous two sessions. The Australian dollar hovered around $0.706, trading in a narrow range near three-year peaks, as investors weighed the impact and duration of the ongoing Middle East conflict More on Australia: EWA: Australian Financials May Struggle With A Flattening Yield Curve EWA: Potentially Range Bound, Given The Mix Of Tailwinds And Headwinds Australia: Q4 GDP growth beats estimates while services sector expansion hits a speed bump in February Australia’s inflation holds steady at 3.8% in January, topping forecasts of 3.7% Seeking Alpha’s Quant Rating on iShares MSCI Australia ETF
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. CSX dividend hike and data partnership set the tone CSX (CSX) recently hit an all time high as investors reacted to an 8% quarterly dividend increase to $0.14 per share and new data modernisation partnerships with Infosys and Mi...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. CSX dividend hike and data partnership set the tone CSX (CSX) recently hit an all time high as investors reacted to an 8% quarterly dividend increase to $0.14 per share and new data modernisation partnerships with Infosys and Microsoft. The higher payout, payable on March 13, 2026 to shareholders of record on February 27, 2026, arrived alongside these technology projects after a quarter of mixed earnings performance. See our latest analysis for CSX. Those updates arrived after a strong run in the shares, with the latest closing share price at US$42.78 and a 30-day share price return of 11.44%. The 1-year total shareholder return of 40.46% and 5-year total shareholder return of 46.71% point to momentum that has built rather than faded. If this freight rail story has you thinking about what else could be moving the market, it might be a good time to broaden your search and check out 20 top founder-led companies. With CSX trading near an all time high, along with a fresh 8% dividend bump and data partnerships in place, the real question now is whether the recent rally leaves upside on the table or if the market is already pricing in future growth. Most Popular Narrative: 6.1% Overvalued CSX closed at $42.78, a premium to the most followed fair value estimate of $40.31, which is built on detailed freight cycle and infrastructure assumptions. CSX's completion of major infrastructure projects, such as the Howard Street Tunnel and Blue Ridge subdivision rebuild, is expected to improve network fluidity, leading to increased operational efficiency and service reliability, which should enhance revenue and margin growth. CSX is leveraging enhanced operational tools and real-time decision-making systems to drive efficiency and asset utilization, which is expected to result in cost savings and margin improveme...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Microsoft’s model fair value sits at US$595.996 per share, with no change to the central price target even as some of the underlying assumptions have been fine tuned. That stability lines up with research that has become more ba...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Microsoft’s model fair value sits at US$595.996 per share, with no change to the central price target even as some of the underlying assumptions have been fine tuned. That stability lines up with research that has become more balanced, where firms are trimming published targets, talking up AI and core software, and at the same time stressing execution risk and richer valuation. As you read on, you will see how to track these shifting assumptions and what they might mean for following the evolving Microsoft story over time. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Microsoft. What Wall Street Has Been Saying 🐂 Bullish Takeaways Goldman Sachs assumed coverage of Microsoft with a Buy rating and a US$655 price target, highlighting the company as well placed to benefit from artificial intelligence adoption across software over the coming years. Barclays kept an Overweight rating while trimming its Microsoft price target to US$610, and still described the setup for software in 2026 as favorable, with what it sees as stable macro and IT spending and low sector valuations. Wells Fargo maintained an Overweight rating while reducing its price target to US$665, and continues to frame AI as a key theme for 2026, grouping Microsoft with infrastructure and incumbent platforms that it sees as central to that trade. HSBC placed Microsoft among its Buy rated enterprise software names, arguing that AI is likely to be embedded into existing software platforms rather than replace them, and that current software valuations are at what it calls historic lows. 🐻 Bearish Takeaways Multiple firms, including Wells Fargo, Barclays, Goldman Sachs and others such as UBS, TD Cowen and Citi, have reduced Microsoft price targets, signaling more caution on...
Key Points Apis added 106,948 shares of Turning Point Brands, with an estimated trade value of $10.46 million based on the quarterly average price. Quarter-end position value rose by $12.14 million, reflecting both additional shares and price movement. The transaction accounted for a 1.82% increase in 13F reportable assets under management (AUM). Post-trade, Apis Capital Advisors holds 164,377 sha...
Key Points Apis added 106,948 shares of Turning Point Brands, with an estimated trade value of $10.46 million based on the quarterly average price. Quarter-end position value rose by $12.14 million, reflecting both additional shares and price movement. The transaction accounted for a 1.82% increase in 13F reportable assets under management (AUM). Post-trade, Apis Capital Advisors holds 164,377 shares of Turning Point Brands, valued at $17.82 million. The stake represents 3.1% of fund AUM, making it the fund's 12th-largest holding. 10 stocks we like better than Turning Point Brands › What happened According to a SEC filing dated Feb. 17, 2026, Apis Capital Advisors, LLC increased its position in Turning Point Brands (NYSE: TPB) by 106,948 shares during the fourth quarter. The estimated transaction value was $10.46 million, based on the average quarterly closing price. The quarter-end position value increased by $12.14 million, reflecting both the additional shares acquired and changes in the underlying stock price. What else to know The buy lifted the Turning Point Brands stake to 3.1% of 13F reportable AUM following the filing. Top holdings after the filing: Celcuity : $60.04 million (10.5% of AUM) Aris Mining : $39.31 million (6.8% of AUM) Garrett Motion : $38.87 million (6.8% of AUM) Talen Energy : $32.69 million (5.7% of AUM) SSR Mining : $32.49 million (5.7% of AUM) As of March 4, 2026, shares of Turning Point Brands were priced at $97.58, up 38.6% over the past year, outperforming the S&P 500 by 21 percentage points. Company Overview Metric Value Price (as of market close 3/4/26) $97.58 Market Capitalization $1.86 billion Revenue (TTM) $463.06 million Net Income (TTM) $68.15 million Company Snapshot Turning Point Brands: Offers branded consumer products, including rolling papers, moist snuff, chewing tobacco, cigars, and vapor/CBD products under the brands Zig-Zag and Stoker's. Generates revenue through the manufacturing, marketing, and distribution of tobacco ...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Microsoft’s model fair value sits at US$595.996 per share, with no change to the central price target even as some of the underlying assumptions have been fine tuned. That stability lines up with research that has become more ba...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Microsoft’s model fair value sits at US$595.996 per share, with no change to the central price target even as some of the underlying assumptions have been fine tuned. That stability lines up with research that has become more balanced, where firms are trimming published targets, talking up AI and core software, and at the same time stressing execution risk and richer valuation. As you read on, you will see how to track these shifting assumptions and what they might mean for following the evolving Microsoft story over time. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Microsoft. What Wall Street Has Been Saying 🐂 Bullish Takeaways Goldman Sachs assumed coverage of Microsoft with a Buy rating and a US$655 price target, highlighting the company as well placed to benefit from artificial intelligence adoption across software over the coming years. Barclays kept an Overweight rating while trimming its Microsoft price target to US$610, and still described the setup for software in 2026 as favorable, with what it sees as stable macro and IT spending and low sector valuations. Wells Fargo maintained an Overweight rating while reducing its price target to US$665, and continues to frame AI as a key theme for 2026, grouping Microsoft with infrastructure and incumbent platforms that it sees as central to that trade. HSBC placed Microsoft among its Buy rated enterprise software names, arguing that AI is likely to be embedded into existing software platforms rather than replace them, and that current software valuations are at what it calls historic lows. 🐻 Bearish Takeaways Multiple firms, including Wells Fargo, Barclays, Goldman Sachs and others such as UBS, TD Cowen and Citi, have reduced Microsoft price targets, signaling more caution on...
undefined On Feb. 4, shares in some of China’s largest solar energy companies suddenly surged after reports that Elon Musk was looking to tap Chinese resources for his ambitious energy plans. The optimism proved short-lived. The stocks tumbled the following day, underscoring the fragility of the rebound in a sector awash with red ink. China’s solar industry has been locked in a brutal price war si...
undefined On Feb. 4, shares in some of China’s largest solar energy companies suddenly surged after reports that Elon Musk was looking to tap Chinese resources for his ambitious energy plans. The optimism proved short-lived. The stocks tumbled the following day, underscoring the fragility of the rebound in a sector awash with red ink. China’s solar industry has been locked in a brutal price war since 2023, fueled by chronic overcapacity. The cost has been severe. Combined losses for listed Chinese solar companies for 2025 are estimated to exceed 50 billion yuan ($7.3 billion). Tongwei Co. Ltd. ( 600438.SH ), the world’s largest manufacturer of polysilicon and solar cells, projected a loss of up to 10 billion yuan, on top of a 7 billion yuan loss the previous year. Across the supply chain, rivals from wafer giant TCL Zhonghuan Renewable Energy Technology Co. Ltd. ( 002129.SZ ) to module leader Trina Solar Co. Ltd. ( 688599.SH ) have also warned of multi-billion-yuan losses. Since late 2024, the industry has attempted to stabilize itself through coordinated production cuts and plans to establish a new company to acquire excess polysilicon capacity. But in January, China’s antitrust watchdog abruptly halted the acquisition plan, citing monopoly risks. This setback has left the sector struggling to rebalance supply and demand while bracing for a deeper shakeout.
Earnings Call Insights: MicroVision (MVIS) Q4 2025 Management View Glen DeVos, CEO, addressed a strategic pivot in the LiDAR sector, stating, "The transition from LIDAR 1.0 to LiDAR 2.0 now is now underway. Looking across our industry, incumbents will face significant challenges in navigating this shift... The new MicroVision has been built to lead in this LiDAR 2.0 era." He emphasized the company...
Earnings Call Insights: MicroVision (MVIS) Q4 2025 Management View Glen DeVos, CEO, addressed a strategic pivot in the LiDAR sector, stating, "The transition from LIDAR 1.0 to LiDAR 2.0 now is now underway. Looking across our industry, incumbents will face significant challenges in navigating this shift... The new MicroVision has been built to lead in this LiDAR 2.0 era." He emphasized the company’s move from hardware bragging rights to a software-centric, diversified, scalable product portfolio, supported by the acquisitions of Luminar and Scantinel, which DeVos said provide "the most complete and robust LiDAR technology portfolio." DeVos highlighted rapid progress in the security and defense sector, referencing proof-of-concept completions for drone and ground-based autonomy, ongoing shipments to a European defense OEM, and anticipated public demonstrations in the coming months. He reported, "We are now working closely with our defense advisory board members as part of our business development and customer engagement phase." The CEO reported that post-acquisition, MicroVision "already shipped IRIS units as we transfer contracts and POs and reestablish commercial relationships and the production schedules." He noted, "The customer feedback has been very positive, with strong interest in MicroVision's post-acquisition combined product road map." The company announced operational consolidation, stating, "This marks a key step in realizing the synergies we identified as part of the acquisitions as well as improving our overall operating efficiency. Orlando will be our U.S.-based manufacturing site for our full line of products." Stephen Hrynewich, Interim CFO, stated, "For fourth quarter revenue, we reported $0.2 million primarily driven by hardware sales in the industrial sector. This compares to $1.7 million of revenue during the same period in 2024." He also noted, "On a full year basis, we reported $1.2 million of revenue in 2025 as compared to $4.7 million in 202...