Shares in companies with tangible productive assets are outperforming as investors seek havens from artificial intelligence disruption, according to Goldman Sachs Group Inc. strategists. The Goldman team said their basket of capital intensive stocks whose economic value derives from physical assets has outperformed a capital light group reliant on human or digital capital by about 35% since the st...
Shares in companies with tangible productive assets are outperforming as investors seek havens from artificial intelligence disruption, according to Goldman Sachs Group Inc. strategists. The Goldman team said their basket of capital intensive stocks whose economic value derives from physical assets has outperformed a capital light group reliant on human or digital capital by about 35% since the start of 2025. Investors are increasingly turning to stocks with what the strategists called the “HALO effect,” for heavy assets and low obsolescence, in sectors like utilities, basic resources and energy, the team including Guillaume Jaisson said in a client note. “Markets are rewarding capacity, networks, infrastructure and engineering complexity—assets that are costly to replicate and less exposed to technological obsolescence,” Jaisson wrote. Anxiety over AI applications upending business models has ripped through sectors from software to asset management, sparking sharp declines for stocks previously regarded as surefire winners. These worries have played out in indiscriminate selloffs that spread to industries like logistics that on the surface don’t seem particularly at risk from AI. The pursuit of AI leadership has also turned previous capital light market outperformers like the five so-called hyperscalers into capital intensive plays, according to the strategists. These companies — Amazon.com Inc., Microsoft Corp., Alphabet Inc., Meta Platforms Inc. and Oracle Corp. — are set to spend around $1.5 trillion on building out the AI infrastructure boom between 2023 and 2026, they estimated, compared with the roughly $600 billion the companies had invested in their entire history before 2022. Higher real yields and geopolitics that drive increased fiscal spend and manufacturing support the move into capital intensive sectors, the Goldman team said. Earnings momentum is also turning in favor of these plays, with consensus expectations for earnings-per-share growth and retur...
China’s maritime militia was deployed in “record-high numbers” across the disputed South China Sea in 2025, according to a US think tank report. However, the report also cited a concentration of civilian fishing fleets near less contested reefs, saying this suggested their waning strategic role for Beijing. The report was published on Monday by the Asia Maritime Transparency Initiative (AMTI) – a ...
China’s maritime militia was deployed in “record-high numbers” across the disputed South China Sea in 2025, according to a US think tank report. However, the report also cited a concentration of civilian fishing fleets near less contested reefs, saying this suggested their waning strategic role for Beijing. The report was published on Monday by the Asia Maritime Transparency Initiative (AMTI) – a research programme affiliated with the Centre for Strategic and International Studies, a...
Chassieu, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Chassieu (Francia), 23 febbraio 2026 – ore 18:00 - Amoéba (FR0011051598 - ALMIB) , greentech industriale specializzata nello sviluppo di soluzioni microbiologiche naturali basate sullo sfruttamento brevettato di amebe, annuncia che l’autorità francese, l’ANSES (Agenzia nazionale di sicurezza sanitaria dell'alimentazione, dell'ambiente e del lavoro), ha a...
Chassieu, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Chassieu (Francia), 23 febbraio 2026 – ore 18:00 - Amoéba (FR0011051598 - ALMIB) , greentech industriale specializzata nello sviluppo di soluzioni microbiologiche naturali basate sullo sfruttamento brevettato di amebe, annuncia che l’autorità francese, l’ANSES (Agenzia nazionale di sicurezza sanitaria dell'alimentazione, dell'ambiente e del lavoro), ha avviato la fase conclusiva della valutazione della domanda di autorizzazione all'immissione in commercio (AIC) del prodotto di biocontrollo AXPERA, presentata a marzo 2025.
Chassieu, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Chassieu (Francia), 23 de febrero de 2026 – 18:00 h - Amoéba (FR0011051598 - ALMIB) , empresa de tecnología verde industrial especializada en el desarrollo de soluciones microbiológicas naturales basadas en la explotación patentada de amebas, anuncia que la autoridad francesa ANSES (Agencia nacional de seguridad sanitaria de la alimentación, el medio amb...
Chassieu, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Chassieu (Francia), 23 de febrero de 2026 – 18:00 h - Amoéba (FR0011051598 - ALMIB) , empresa de tecnología verde industrial especializada en el desarrollo de soluciones microbiológicas naturales basadas en la explotación patentada de amebas, anuncia que la autoridad francesa ANSES (Agencia nacional de seguridad sanitaria de la alimentación, el medio ambiente y el trabajo), ha iniciado la fase final de la evaluación de la solicitud de autorización de comercialización (AC) del producto de biocontrol AXPERA, presentada en marzo de 2025.
Chassieu, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Chassieu (France), 23 February 2026 – 6:00 pm - Amoéba (FR0011051598 - ALMIB) , industrial greentech specialised in the development of natural microbiological solutions based on the patented use of amoebae, announces that the ANSES (French Agency for Food, Environmental and Occupational Health & Safety) has initiated the final phase of its assessment of ...
Chassieu, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Chassieu (France), 23 February 2026 – 6:00 pm - Amoéba (FR0011051598 - ALMIB) , industrial greentech specialised in the development of natural microbiological solutions based on the patented use of amoebae, announces that the ANSES (French Agency for Food, Environmental and Occupational Health & Safety) has initiated the final phase of its assessment of the marketing authorisation application for the biocontrol product AXPERA, submitted in March 2025.
Chassieu, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Chassieu (Frankrijk), 23 februari 2026 – 18.00 uur - Amoéba (FR0011051598 - ALMIB) , een industrieel greentech-bedrijf gespecialiseerd in de ontwikkeling van natuurlijke microbiologische oplossingen op basis van het gepatenteerde gebruik van amoeben, kondigt aan dat de Franse autoriteit ANSES (Frans agentschap voor voedsel-, milieu- en arbeidsveiligheid)...
Chassieu, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Chassieu (Frankrijk), 23 februari 2026 – 18.00 uur - Amoéba (FR0011051598 - ALMIB) , een industrieel greentech-bedrijf gespecialiseerd in de ontwikkeling van natuurlijke microbiologische oplossingen op basis van het gepatenteerde gebruik van amoeben, kondigt aan dat de Franse autoriteit ANSES (Frans agentschap voor voedsel-, milieu- en arbeidsveiligheid), de afsluitende fase is ingegaan voor de beoordeling van de vergunningsaanvraag voor het in de handel brengen van het biocontroleproduct AXPERA, ingediend in maart 2025.
Chassieu, 24 févr. 2026 (GLOBE NEWSWIRE) -- Chassieu (France), le 23 février 2026 – 18h00 - Amoéba (FR0011051598 - ALMIB) , greentech industrielle spécialisée dans le développement de solutions microbiologiques naturelles basées sur l’exploitation brevetée d’amibes, annonce que l’autorité française, l’ANSES (Agence nationale de sécurité sanitaire de l’alimentation, de l’environnement et du travail...
Chassieu, 24 févr. 2026 (GLOBE NEWSWIRE) -- Chassieu (France), le 23 février 2026 – 18h00 - Amoéba (FR0011051598 - ALMIB) , greentech industrielle spécialisée dans le développement de solutions microbiologiques naturelles basées sur l’exploitation brevetée d’amibes, annonce que l’autorité française, l’ANSES (Agence nationale de sécurité sanitaire de l’alimentation, de l’environnement et du travail), a initié la phase conclusive de l’évaluation de la demande d’autorisation de mise sur le marché (AMM) du produit de biocontrôle AXPERA, déposée en mars 2025.
Anthony Kwan/Getty Images News Chinese AI firm DeepSeek's ( DEEPSEEK ) latest AI model, which is expected to be released as soon as next week, was trained on Nvidia's ( NVDA ) most advanced AI chip series called Blackwell, Reuters reported, citing a senior Trump administration official. If true, it could be a violation of U.S. export controls. The U.S. believes DeepSeek will remove the technical i...
Anthony Kwan/Getty Images News Chinese AI firm DeepSeek's ( DEEPSEEK ) latest AI model, which is expected to be released as soon as next week, was trained on Nvidia's ( NVDA ) most advanced AI chip series called Blackwell, Reuters reported, citing a senior Trump administration official. If true, it could be a violation of U.S. export controls. The U.S. believes DeepSeek will remove the technical indicators that could disclose its use of U.S. AI chips, said the official. The official added that the Blackwells are likely clustered at its data center in Inner Mongolia, an autonomous region of China, the report added . The person declined to say how the U.S. government obtained the information or how DeepSeek received the chips but noted that U.S. policy is that "we're not shipping Blackwells to China," according to the report. Nvidia, DeepSeek, and the U.S. Commerce Department did not immediately respond to a request for comment from Seeking Alpha. The Chinese embassy in Washington said Beijing opposes "drawing ideological lines, overstretching the concept of national security, expansive use of export controls and politicizing economic, trade, and technological issues," the report noted. Asked about the news outlet's report at a regular Chinese foreign ministry briefing on Tuesday, spokesperson Mao Ning said they were not aware of the circumstances and that China had earlier repeatedly clarified its stance on Washington's treatment of U.S. chip exports to China. White House AI Czar David Sacks and Nvidia CEO Jensen Huang argue that selling advanced AI chips to China discourages Chinese competitors such as Huawei Technologies from redoubling efforts to catch up with Nvidia's and Advanced Micro Devices' ( AMD ) technology. The model the chips helped train likely depended on the “distillation” of models developed by U.S. AI companies, including Anthropic ( ANTHRO ), Google ( GOOG ) ( GOOGL ), OpenAI ( OPENAI ), and xAI ( X.AI ) echoing allegations made by OpenAI and Anthr...
An experimental drug Novo Nordisk licensed last year has shown notable weight loss in a mid-stage study in China, boosting the company’s search for newer products that could sustain its growth in the obesity market. Novo’s China partner, United Laboratories International Holdings , reported that Chinese people with obesity and overweight lost as much as 19.7% of their weight after taking the drug ...
An experimental drug Novo Nordisk licensed last year has shown notable weight loss in a mid-stage study in China, boosting the company’s search for newer products that could sustain its growth in the obesity market. Novo’s China partner, United Laboratories International Holdings , reported that Chinese people with obesity and overweight lost as much as 19.7% of their weight after taking the drug for 24 weeks. That compares with an average 2% weight loss for those taking placebo. A total of 205 patients in the trial were randomly assigned doses of 2mg, 4mg, 6mg or placebo. The results are based on an estimate of what the outcome would have been if all patients had stuck to taking the medicine as planned in the trial. No details were given on whether any patients stopped taking the treatment. Novo is separately running its own early-stage global trial for the drug and expects to announce topline data from that study in 2027. The company is “very encouraged by these data from the trial in China,” head of research and development Martin Holst Lange said in a statement . The drug, UBT251, is a triple agonist mimicking three hormones involved in metabolism: GLP-1, GIP and glucagon. This could make it more potent than Novo’s own Wegovy, which targets only GLP-1. The Danish drugmaker paid $200 million upfront for rights to develop the drug outside of China. All told, the deal could add up to $2 billion. Read More: Novo Signs $2 Billion Deal With United Labs for Obesity Drug Based on the mid-stage results, United Labs will also launch a phase 3 trial in China, Novo said. Shares of Novo fell as much as 4.4% on Tuesday after several analysts downgraded the stock, following negative news on its next-generation weight-loss drug Cagrisema. The stock is down more than 60% in the past year. Read More: Novo’s Latest Obesity Flop Prompts Investors to Call for a Pivot
It takes a lot of time and some smart decisions to build a retirement portfolio of $1 million or more. But it's important because many bills keep coming in, even when you're done with your career. Financial planners often suggest that you should be ready to live on roughly 80% of your pre-retirement income if you want to have the same lifestyle. For many people, that means having more than $1 mill...
It takes a lot of time and some smart decisions to build a retirement portfolio of $1 million or more. But it's important because many bills keep coming in, even when you're done with your career. Financial planners often suggest that you should be ready to live on roughly 80% of your pre-retirement income if you want to have the same lifestyle. For many people, that means having more than $1 million in their 401(k) plans or individual retirement accounts (IRAs) before heading off into the sunset. Continue reading