2 hours ago
The people familiar with the search didn't say where the devices are currently or what information was being sought, but seizing the electronics from a high-profile business leader like Walter is a significant investigative step. Probes by prosecutors can end without charges being brought. The search warrant was one of several executed last September, according to other people with knowledge of the probe, who asked not to be identified discussing a confidential matter. Federal prosecutors in Manhattan have been investigating potential financial improprieties at two of Walter's insurance companies and at Guggenheim Partners, the financial firm Walter leads, Bloomberg News has reported.
This article originally appeared on Hoops Hype: The people familiar with the search didn't say where …
#financial #probes #september #federal
This article originally appeared on Hoops Hype: The people familiar with the search didn't say where …
#financial #probes #september #federal
2 hours ago
An early focus of the inquiry was a deal TWG struck last year with Mubadala Capital, an arm of an Abu Dhabi sovereign wealth fund, according to people familiar with the matter. In April 2025 the companies announced Mubadala Capital would anchor a $10 billion syndicated investment in TWG. Prosecutors were looking into whether Mubadala Capital had been misled about valuations, said the people, who asked not to be identified discussing confidential matters. It's unclear whether prosecutors are still pursuing that line of inquiry.
This article originally appeared on Hoops Hype: An early focus of the inquiry was a deal TWG struck …
#focus
This article originally appeared on Hoops Hype: An early focus of the inquiry was a deal TWG struck …
#focus
5 hours ago
argenx has entered a definitive agreement to acquire Forte Biosciences for approximately $2.2bn in total equity value.
Approved by both companies' boards of directors, the transaction is expected to close in the third quarter of 2026, contingent upon standard closing conditions.
The main ***** et involved is FB102, Forte Biosciences' first-in-class anti-CD122 antibody, which will be added to argenx's immunology portfolio. FB102 was evaluated in Phase Ib studies for vitiligo and celiac disease.
These studies were a key factor in deciding to proceed from a strategic investment to acquisition by argenx.
Forte Biosciences expects to release Phase II data for FB102 in the second half of this year.
#forte #biosciences
Approved by both companies' boards of directors, the transaction is expected to close in the third quarter of 2026, contingent upon standard closing conditions.
The main ***** et involved is FB102, Forte Biosciences' first-in-class anti-CD122 antibody, which will be added to argenx's immunology portfolio. FB102 was evaluated in Phase Ib studies for vitiligo and celiac disease.
These studies were a key factor in deciding to proceed from a strategic investment to acquisition by argenx.
Forte Biosciences expects to release Phase II data for FB102 in the second half of this year.
#forte #biosciences
5 hours ago
One of Wall Street's largest publicly traded companies, Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB), has entered a new era. With Warren Buffett officially retiring as CEO on Dec. 31, 2025, after more than half a century at the helm, it's his protégé, Greg Abel, now calling the shots.
Berkshire's more than five dozen owned companies more or less run themselves. The focus of Berkshire Hathaway's operating results tends to be on what, if any, moves have been made in the company's $352 billion investment portfolio. Although Abel has been an aggressive buyer of Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG) stock of late, stock market dynamics strongly suggest he was a net seller of equities in the second quarter.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
If accurate, this would mark the 15th consecutive quarter that Buffett and/or Abel have sold more stocks than they've purchased.
As of March 31, Warren Buffett and Greg Abel had collectively sold approximately $194.8 billion more in stocks than they've purchased since Oct. 1, 2022. While some investors had postulated that Buffett was raising cash to give Abel a treasure chest to work with when he took over, the more likely catalyst behind this selling is the stock market's otherworldly valuation.
#abel #signal #NYSE
Berkshire's more than five dozen owned companies more or less run themselves. The focus of Berkshire Hathaway's operating results tends to be on what, if any, moves have been made in the company's $352 billion investment portfolio. Although Abel has been an aggressive buyer of Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG) stock of late, stock market dynamics strongly suggest he was a net seller of equities in the second quarter.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
If accurate, this would mark the 15th consecutive quarter that Buffett and/or Abel have sold more stocks than they've purchased.
As of March 31, Warren Buffett and Greg Abel had collectively sold approximately $194.8 billion more in stocks than they've purchased since Oct. 1, 2022. While some investors had postulated that Buffett was raising cash to give Abel a treasure chest to work with when he took over, the more likely catalyst behind this selling is the stock market's otherworldly valuation.
#abel #signal #NYSE
5 hours ago
US tech stocks sank before the bell on Tuesday as a sell-off in Korean memory makers underscored concerns about AI circular financing deals, overshadowing a drop in oil prices and earnings optimism.
Contracts on the Nasdaq-100 (NQ=F) fell 0.9%, signaling further losses for the tech-heavy index, while those on the S&P 500 (ES=F) dropped 0.2%. But Dow Jones Industrial Average futures (YM=F) edged into the green, up 0.1%.
South Korea's Kospi (^KS11) stock benchmark tumbled over 10% on Tuesday as investors dumped shares in top memory chipmakers SK Hynix (SKHY, 000660.KS) and Samsung Electronics (005930.KS), which sank more than 14% and 13%, respectively.
Sentiment on the AI trade has soured amid reports that Nvidia (NVDA) is exploring a $250 billion funding backstop for OpenAI (OPAI.PVT), further intertwining the two companies and heightening worries about circular financing. Tech traders also grew nervous that Chinese competition is narrowing the AI gap with US companies, undermining prospects for a payoff.
Oil prices, meanwhile, continued to retreat after the US and Iran halted active fighting and President Trump said the two sides were in diplomatic talks. "There's a good chance that something could happen, and if it does, good," Trump said aboard Air Force One on Monday. "If it doesn't, we go back to doing what we were doing."
#sank #circular #financing #further
Contracts on the Nasdaq-100 (NQ=F) fell 0.9%, signaling further losses for the tech-heavy index, while those on the S&P 500 (ES=F) dropped 0.2%. But Dow Jones Industrial Average futures (YM=F) edged into the green, up 0.1%.
South Korea's Kospi (^KS11) stock benchmark tumbled over 10% on Tuesday as investors dumped shares in top memory chipmakers SK Hynix (SKHY, 000660.KS) and Samsung Electronics (005930.KS), which sank more than 14% and 13%, respectively.
Sentiment on the AI trade has soured amid reports that Nvidia (NVDA) is exploring a $250 billion funding backstop for OpenAI (OPAI.PVT), further intertwining the two companies and heightening worries about circular financing. Tech traders also grew nervous that Chinese competition is narrowing the AI gap with US companies, undermining prospects for a payoff.
Oil prices, meanwhile, continued to retreat after the US and Iran halted active fighting and President Trump said the two sides were in diplomatic talks. "There's a good chance that something could happen, and if it does, good," Trump said aboard Air Force One on Monday. "If it doesn't, we go back to doing what we were doing."
#sank #circular #financing #further
5 hours ago
Honda Motor and Nissan Motor plan to collaborate in the development of a new software operating system (OS) for their next-generation vehicles, as the two ****** anese automakers look to cut vehicle development and production costs amid intensifying global competition, according to local reports citing a source familiar with the matter.
As the automotive industry moves towards software-defined vehicles (SDVs), software and electronic hardware account for an increasing proportion of the cost of a vehicle, as advanced driver ****** istance systems (ADAS), autonomous driving, connected technologies, and AI ****** istants become core features in next-generation vehicles.
Nissan and Honda, which pulled back from a full merger in early 2025, have been discussing collaboration in a number of areas, including SDVs, and EV batteries and powertrain components.
These latest reports suggest that a new OS, which serves as the brain of a vehicle, will be developed based on Nissan's existing OS. The two companies also plan to share key electronic hardware, including electronic control units (ECUs), with a formal agreement expected to be announced next month.
The decision to standardise software and electronic hardware was apparently made following recent progress in preliminary joint development.
#software #development #vehicles #hardware
As the automotive industry moves towards software-defined vehicles (SDVs), software and electronic hardware account for an increasing proportion of the cost of a vehicle, as advanced driver ****** istance systems (ADAS), autonomous driving, connected technologies, and AI ****** istants become core features in next-generation vehicles.
Nissan and Honda, which pulled back from a full merger in early 2025, have been discussing collaboration in a number of areas, including SDVs, and EV batteries and powertrain components.
These latest reports suggest that a new OS, which serves as the brain of a vehicle, will be developed based on Nissan's existing OS. The two companies also plan to share key electronic hardware, including electronic control units (ECUs), with a formal agreement expected to be announced next month.
The decision to standardise software and electronic hardware was apparently made following recent progress in preliminary joint development.
#software #development #vehicles #hardware
6 hours ago
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Oh, the spoils of war.
The House of Representatives narrowly passed a record $1.15 trillion annual defense budget last week. It still needs Senate approval, but Washington's appetite for military spending is clear, and the US isn't alone. The EU, **** an and Middle Eastern nations have all been ramping up defense budgets, too, creating real sector opportunities for portfolios. Capturing them, however, takes more than pure defense-category investing: It requires knowing where the money actually flows.
"The defense ecosystem is actually much larger than most investors think," said Chris Grisanti, chief market strategist at MAI Capital Management. "It can include industrial companies like autos — GM has a big defense business — and of course technology and communications companies."
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#defense #sign #upside #House
Oh, the spoils of war.
The House of Representatives narrowly passed a record $1.15 trillion annual defense budget last week. It still needs Senate approval, but Washington's appetite for military spending is clear, and the US isn't alone. The EU, **** an and Middle Eastern nations have all been ramping up defense budgets, too, creating real sector opportunities for portfolios. Capturing them, however, takes more than pure defense-category investing: It requires knowing where the money actually flows.
"The defense ecosystem is actually much larger than most investors think," said Chris Grisanti, chief market strategist at MAI Capital Management. "It can include industrial companies like autos — GM has a big defense business — and of course technology and communications companies."
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
#defense #sign #upside #House
6 hours ago
Currently, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is trailing Apple (NASDAQ: AAPL) in the race to join Nvidia (NASDAQ: NVDA) in the $5 trillion market-cap club. Apple is just over $200 billion in market cap away from joining, while Alphabet is about $1 trillion away following its sell-off.
However, I think Alphabet can overcome this deficit if the market comes to its senses. Alphabet's business can actually justify a $5 trillion market cap, while Apple's is questionable. It's all because of one factor: valuation.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
When comparing Alphabet and Apple, it's clear that they are two entirely different businesses. Apple stakes its company on the success of its hardware business, although it generates a fair bit of revenue from its services as well. Alphabet is more software focused. Alphabet clearly has some hardware exposure, but it also has a cloud computing business that involves purchasing hardware and renting it back out to clients. Regardless, both companies have proved their merits over the long term.
However, Alphabet looks to be the stronger company. From a revenue standpoint, Apple is still outperforming Alphabet. But that's not nearly as important for companies this size. What matters is how the company uses that revenue, and investors are more focused on profits. From a net income standpoint, Alphabet is starting to put some distance between itself and Apple.
#NASDAQ #company #signal #trillion
However, I think Alphabet can overcome this deficit if the market comes to its senses. Alphabet's business can actually justify a $5 trillion market cap, while Apple's is questionable. It's all because of one factor: valuation.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
When comparing Alphabet and Apple, it's clear that they are two entirely different businesses. Apple stakes its company on the success of its hardware business, although it generates a fair bit of revenue from its services as well. Alphabet is more software focused. Alphabet clearly has some hardware exposure, but it also has a cloud computing business that involves purchasing hardware and renting it back out to clients. Regardless, both companies have proved their merits over the long term.
However, Alphabet looks to be the stronger company. From a revenue standpoint, Apple is still outperforming Alphabet. But that's not nearly as important for companies this size. What matters is how the company uses that revenue, and investors are more focused on profits. From a net income standpoint, Alphabet is starting to put some distance between itself and Apple.
#NASDAQ #company #signal #trillion
6 hours ago
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19th-century Parisian Opera crowds were so notoriously hard to please that companies hired paid sycophants, known as claqueurs, to clap, hoot and holler. AI hyperscalers might want to revive the tradition.
Last week, Alphabet reported the biggest quarterly profit in its history, with the $112.1 billion take almost quadrupling what it made a year earlier. The company's shares fell more than 7%: Investors, racked by anxiety over the company's massive capital expenditure plans, paid more mind to the Google parent hiking its 2026 spending forecast by $15 billion. Tough crowd. This week, Microsoft, Meta and Amazon get their turns.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: YouTube's Peacock Partnership is a Streaming Bundle Breakthrough and China's Making Memory with its New Biggest Company
#week #billion #parisian
19th-century Parisian Opera crowds were so notoriously hard to please that companies hired paid sycophants, known as claqueurs, to clap, hoot and holler. AI hyperscalers might want to revive the tradition.
Last week, Alphabet reported the biggest quarterly profit in its history, with the $112.1 billion take almost quadrupling what it made a year earlier. The company's shares fell more than 7%: Investors, racked by anxiety over the company's massive capital expenditure plans, paid more mind to the Google parent hiking its 2026 spending forecast by $15 billion. Tough crowd. This week, Microsoft, Meta and Amazon get their turns.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: YouTube's Peacock Partnership is a Streaming Bundle Breakthrough and China's Making Memory with its New Biggest Company
#week #billion #parisian
6 hours ago
BEIJING, July 27 (Reuters) - Profits at China's industrial firms grew at a solid, though slower, pace as resilient exports helped cushion sluggish domestic demand, highlighting the economy's uneven recovery despite policymakers' efforts to spur consumption.
Exports and industrial production have done much of the heavy lifting for the world's second-largest economy. Persistent weakness in consumption and the property sector, however, helped drag second-quarter growth to its slowest pace in more than three years, keeping calls alive for further policy support to address economic imbalances.
Industrial profit growth eased to 15.1% in June from 21.1% in May, while first-half profits rose 18.7% from a year earlier, compared with an 18.8% increase in the January-to-May period, data from the National Bureau of Statistics (NBS) showed on Monday.
"If this recovery can be sustained, it will be a good sign for the rest of the economy, as a return of profits growth could give companies room to resume wage growth," said Lynn Song, chief economist of Greater China at ING.
The figures add to evidence of a two-speed recovery in the world's second-largest economy, where manufacturers have benefited from robust overseas demand, while sectors tied to domestic spending continue to struggle.
#industrial #recovery #second
Exports and industrial production have done much of the heavy lifting for the world's second-largest economy. Persistent weakness in consumption and the property sector, however, helped drag second-quarter growth to its slowest pace in more than three years, keeping calls alive for further policy support to address economic imbalances.
Industrial profit growth eased to 15.1% in June from 21.1% in May, while first-half profits rose 18.7% from a year earlier, compared with an 18.8% increase in the January-to-May period, data from the National Bureau of Statistics (NBS) showed on Monday.
"If this recovery can be sustained, it will be a good sign for the rest of the economy, as a return of profits growth could give companies room to resume wage growth," said Lynn Song, chief economist of Greater China at ING.
The figures add to evidence of a two-speed recovery in the world's second-largest economy, where manufacturers have benefited from robust overseas demand, while sectors tied to domestic spending continue to struggle.
#industrial #recovery #second
7 hours ago
SEOUL, July 27 (Reuters) - Shares of South Korean internet and cloud service giant Naver jumped more than 10% on Monday after it said Nvidia would acquire $1 billion of its new shares to finance a project to expand an AI data centre.
The move underscores a deepening partnership between the two companies, which in June announced plans to build global AI infrastructure to tap demand for sovereign AI in the Asia-Pacific region, Europe and the Middle East.
As the first step, the two firms and investment group Brookfield announced on Friday plans to expand Naver's AI data centre in South Korea with up to $10 billion in funding.
Naver said on Monday it will place 7.2 million new shares with Nvidia for 204,500 won each, or a 1% discount to its closing price on Friday, as part of the agreement. Brookfield will provide up to $9 billion in financing as the project's capital partner, Naver added.
With the investment, Nvidia would become one of the biggest shareholders of Naver, owning a 4.5% stake. The National Pension Service was the biggest shareholder of Naver with a 9.25% stake, followed by BlackRock Fund Advisors with 6.12% as of end-2025.
#billion #service
The move underscores a deepening partnership between the two companies, which in June announced plans to build global AI infrastructure to tap demand for sovereign AI in the Asia-Pacific region, Europe and the Middle East.
As the first step, the two firms and investment group Brookfield announced on Friday plans to expand Naver's AI data centre in South Korea with up to $10 billion in funding.
Naver said on Monday it will place 7.2 million new shares with Nvidia for 204,500 won each, or a 1% discount to its closing price on Friday, as part of the agreement. Brookfield will provide up to $9 billion in financing as the project's capital partner, Naver added.
With the investment, Nvidia would become one of the biggest shareholders of Naver, owning a 4.5% stake. The National Pension Service was the biggest shareholder of Naver with a 9.25% stake, followed by BlackRock Fund Advisors with 6.12% as of end-2025.
#billion #service
11 hours ago
These are unprecedented times, with companies pumping hundreds of billions of dollars into capital expenditures -- data centers, GPUs, and other infrastructure for artificial intelligence (AI). It's an arms race of sorts, and companies are spending first and asking questions later in fear of missing out on their share of AI adoption.
Two groups of AI stocks have formed within this capex boom. On one side are the AI hyperscalers, big tech companies like Microsoft, Amazon, Meta Platforms, and Alphabet. On the other side are neoclouds, companies such as CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS), that build specialized GPU data centers and sell the computing power.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Knowing which group actually wins in the big picture is crucial to deciding where to invest your dollars.
Neocloud companies build specialized GPU data centers, engineered from the ground up for AI workloads. That specialization gives them cost advantages over hyperscalers building more generalized data centers for a broader range of applications. The rampant demand for AI compute is fueling blistering growth at neocloud companies such as CoreWeave and Nebius, where ***** ysts expect revenue to multiply over the next couple of years.
#coreweave #NASDAQ #nebius
Two groups of AI stocks have formed within this capex boom. On one side are the AI hyperscalers, big tech companies like Microsoft, Amazon, Meta Platforms, and Alphabet. On the other side are neoclouds, companies such as CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS), that build specialized GPU data centers and sell the computing power.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Knowing which group actually wins in the big picture is crucial to deciding where to invest your dollars.
Neocloud companies build specialized GPU data centers, engineered from the ground up for AI workloads. That specialization gives them cost advantages over hyperscalers building more generalized data centers for a broader range of applications. The rampant demand for AI compute is fueling blistering growth at neocloud companies such as CoreWeave and Nebius, where ***** ysts expect revenue to multiply over the next couple of years.
#coreweave #NASDAQ #nebius
11 hours ago
Interested in RTX Corporation? Here are five stocks we like better.
RTX and Lockheed Martin both beat Q2 earnings and revenue estimates, sending shares up 7% and 10%, respectively, and expanding their record contract backlogs.
Neither company's backlog yet reflects the resumed Iran conflict, while an unenacted 2027 NDAA could threaten multiyear defense procurement contracts if not signed by October 1.
Lockheed's backlog is nearly all defense-related with limited commodity risk, whereas RTX's backlog is 58% exposed to commercial aerospace risks like fuel prices and airline capacity.
The war trade has resumed in July, and earnings from two of the U.S.'s most prominent defense contractors are leading the tape. After weak Q1 reports and a tenuous Iran ceasefire, aerospace and defense stocks deepened their drawdowns as the market repriced the re-stock trade and institutional selling intensified. But now that the war is back on and Q2 reports from defense companies are rolling in, the repricing is being repriced. Does the defense trade have staying power this time?
#backlog #Iran #stocks
RTX and Lockheed Martin both beat Q2 earnings and revenue estimates, sending shares up 7% and 10%, respectively, and expanding their record contract backlogs.
Neither company's backlog yet reflects the resumed Iran conflict, while an unenacted 2027 NDAA could threaten multiyear defense procurement contracts if not signed by October 1.
Lockheed's backlog is nearly all defense-related with limited commodity risk, whereas RTX's backlog is 58% exposed to commercial aerospace risks like fuel prices and airline capacity.
The war trade has resumed in July, and earnings from two of the U.S.'s most prominent defense contractors are leading the tape. After weak Q1 reports and a tenuous Iran ceasefire, aerospace and defense stocks deepened their drawdowns as the market repriced the re-stock trade and institutional selling intensified. But now that the war is back on and Q2 reports from defense companies are rolling in, the repricing is being repriced. Does the defense trade have staying power this time?
#backlog #Iran #stocks
11 hours ago
S&P Global's composite PMI climbed to 53.6 in July, its highest reading in eight months, signaling roughly 2% annualized GDP growth in Q3.
Rising input costs, supply chain disruptions, and the fastest selling-price increases in years give the Fed little reason to cut rates before 2027.
Companies with strong balance sheets, free cash flow, and pricing power are best positioned to outperform in a higher-for-longer rate environment.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The biggest question facing investors today isn't whether the U.S. economy is slowing -- it's whether it's slowing enough for the Federal Reserve to finally begin cutting interest rates. New data suggests the answer may be no.
#free #whether #rising #Companies
Rising input costs, supply chain disruptions, and the fastest selling-price increases in years give the Fed little reason to cut rates before 2027.
Companies with strong balance sheets, free cash flow, and pricing power are best positioned to outperform in a higher-for-longer rate environment.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The biggest question facing investors today isn't whether the U.S. economy is slowing -- it's whether it's slowing enough for the Federal Reserve to finally begin cutting interest rates. New data suggests the answer may be no.
#free #whether #rising #Companies
11 hours ago
Warren Buffett stands as one of the most celebrated investors in history. Under his leadership at Berkshire Hathaway beginning in 1965, the investment conglomerate delivered a compound annual gain of 19.7% through 2025, almost double the S&P 500's (SNPINDEX: ^GSPC) 10.5% average annual return over the same period.
That performance turned modest early investments into generational wealth for patient shareholders, validating Buffett's reputation for focusing on long-term value rather than short-term profits.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
One tool the Oracle of Omaha has long employed for gauging the health of the stock market is the aptly named Buffett indicator, which compares the total value of U.S. stocks to gross domestic product (GDP). Its currently elevated reading raises questions about whether stocks are outrunning underlying economic growth and what that could signal for future returns.
The Buffett indicator is a ratio between the aggregate market capitalization of all publicly traded U.S. companies -- typically captured by a broad index such as the Wilshire 5000 -- and nominal U.S. GDP. This metric offers a snapshot of how large the stock market has become relative to the size of the economy that ultimately supports corporate profits.
#total
That performance turned modest early investments into generational wealth for patient shareholders, validating Buffett's reputation for focusing on long-term value rather than short-term profits.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
One tool the Oracle of Omaha has long employed for gauging the health of the stock market is the aptly named Buffett indicator, which compares the total value of U.S. stocks to gross domestic product (GDP). Its currently elevated reading raises questions about whether stocks are outrunning underlying economic growth and what that could signal for future returns.
The Buffett indicator is a ratio between the aggregate market capitalization of all publicly traded U.S. companies -- typically captured by a broad index such as the Wilshire 5000 -- and nominal U.S. GDP. This metric offers a snapshot of how large the stock market has become relative to the size of the economy that ultimately supports corporate profits.
#total
12 hours ago
Interested in Capital One Financial Corporation? Here are five stocks we like better.
Northrop Grumman beat Q2 earnings estimates and raised its 2026 guidance, citing a record $104.7 billion backlog amid ongoing defense demand tied to the war in Iran.
D.R. Horton topped earnings expectations but cut its full-year delivery outlook as rising cancellations and price cuts signal a cooling housing market.
Capital One and Charles Schwab both posted double beats in Q2, signaling improving momentum for the financial sector after a weak start to the year.
As the second week of earnings season draws to a close, companies across several sectors are providing clues about what investors can expect for the remainder of the year. Of course, quarterly earnings and revenues are rear-facing metrics. But when combined with recent financial performances and full-year guidance, notable trends begin to emerge.
#financial
Northrop Grumman beat Q2 earnings estimates and raised its 2026 guidance, citing a record $104.7 billion backlog amid ongoing defense demand tied to the war in Iran.
D.R. Horton topped earnings expectations but cut its full-year delivery outlook as rising cancellations and price cuts signal a cooling housing market.
Capital One and Charles Schwab both posted double beats in Q2, signaling improving momentum for the financial sector after a weak start to the year.
As the second week of earnings season draws to a close, companies across several sectors are providing clues about what investors can expect for the remainder of the year. Of course, quarterly earnings and revenues are rear-facing metrics. But when combined with recent financial performances and full-year guidance, notable trends begin to emerge.
#financial
12 hours ago
JPMorgan Chase(NYSE: JPM) CEO Jamie Dimon recently gave a provocative interview with a CNBC podcast. On Monday, Dimon effectively said that he wouldn't buy most stocks right now at today's high valuations.
Even if Dimon is somewhat bearish on the stock market, that doesn't mean everyday investors should be. For one thing, Jamie Dimon is a billionaire, and he's getting closer to retirement; his investment goals and time horizon are probably a lot different from yours. And perhaps even more important: No one knows how to time the market, not even the CEOs of major banks.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Even if you share Dimon's concerns that some stock valuations are too high, that doesn't mean you should stop investing. Let's look at three exchange-traded funds (ETFs) that might be good choices for non-billionaire, long-term investors.
Even if valuations are high, it's almost always a good idea for long-term investors to keep buying a broadly diversified stock market index fund like the Vanguard Total Stock Market ETF (NYSEMKT: VTI). This Vanguard ETF holds a portfolio of 3,531 U.S. stocks of companies of all sizes (large cap, mid cap, and small cap) and charges an ultralow expense ratio of 0.03%.
#dimon #market
Even if Dimon is somewhat bearish on the stock market, that doesn't mean everyday investors should be. For one thing, Jamie Dimon is a billionaire, and he's getting closer to retirement; his investment goals and time horizon are probably a lot different from yours. And perhaps even more important: No one knows how to time the market, not even the CEOs of major banks.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Even if you share Dimon's concerns that some stock valuations are too high, that doesn't mean you should stop investing. Let's look at three exchange-traded funds (ETFs) that might be good choices for non-billionaire, long-term investors.
Even if valuations are high, it's almost always a good idea for long-term investors to keep buying a broadly diversified stock market index fund like the Vanguard Total Stock Market ETF (NYSEMKT: VTI). This Vanguard ETF holds a portfolio of 3,531 U.S. stocks of companies of all sizes (large cap, mid cap, and small cap) and charges an ultralow expense ratio of 0.03%.
#dimon #market
12 hours ago
BEIJING, July 27 (Reuters) - Profits at China's industrial firms grew at a solid, though slower, pace as resilient exports helped cushion sluggish domestic demand, highlighting the economy's uneven recovery despite policymakers' efforts to spur consumption.
Exports and industrial production have done much of the heavy lifting for the world's second-largest economy. Persistent weakness in consumption and the property sector, however, helped drag second-quarter growth to its slowest pace in more than three years, keeping calls alive for further policy support to address economic imbalances.
Industrial profit growth eased to 15.1% in June from 21.1% in May, while first-half profits rose 18.7% from a year earlier, compared with an 18.8% increase in the January-to-May period, data from the National Bureau of Statistics (NBS) showed on Monday.
"If this recovery can be sustained, it will be a good sign for the rest of the economy, as a return of profits growth could give companies room to resume wage growth," said Lynn Song, chief economist of Greater China at ING.
The figures add to evidence of a two-speed recovery in the world's second-largest economy, where manufacturers have benefited from robust overseas demand, while sectors tied to domestic spending continue to struggle.
#profits #economy #exports
Exports and industrial production have done much of the heavy lifting for the world's second-largest economy. Persistent weakness in consumption and the property sector, however, helped drag second-quarter growth to its slowest pace in more than three years, keeping calls alive for further policy support to address economic imbalances.
Industrial profit growth eased to 15.1% in June from 21.1% in May, while first-half profits rose 18.7% from a year earlier, compared with an 18.8% increase in the January-to-May period, data from the National Bureau of Statistics (NBS) showed on Monday.
"If this recovery can be sustained, it will be a good sign for the rest of the economy, as a return of profits growth could give companies room to resume wage growth," said Lynn Song, chief economist of Greater China at ING.
The figures add to evidence of a two-speed recovery in the world's second-largest economy, where manufacturers have benefited from robust overseas demand, while sectors tied to domestic spending continue to struggle.
#profits #economy #exports
12 hours ago
Artificial intelligence has become a market that rewards execution, not promises. Investors have poured hundreds of billions of dollars into companies building AI infrastructure, yet leadership can change quickly when technology shifts or customers choose different suppliers. That makes earnings season especially important because it separates companies making real progress from those still telling turnaround stories.
Intel's (INTC) latest quarterly results showed meaningful progress across the businesses that matter most for AI, helping explain why the stock has climbed 322% over the past year even after retreating 27% from the all-time high it reached last month. Even so, the numbers suggest investors may still find better opportunities elsewhere in the AI ecosystem.
Dear **** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#Stock #still
Intel's (INTC) latest quarterly results showed meaningful progress across the businesses that matter most for AI, helping explain why the stock has climbed 322% over the past year even after retreating 27% from the all-time high it reached last month. Even so, the numbers suggest investors may still find better opportunities elsewhere in the AI ecosystem.
Dear **** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
#Stock #still
12 hours ago
By Eduardo Baptista
BEIJING, July 27 (Reuters) - China's commerce ministry on Monday accused the United States of "AI hegemonism" and threatened countermeasures after senior U.S. officials said Chinese AI companies could face investigations, sanctions and trade restrictions over the alleged theft of U.S. technology.
The ministry said Washington was threatening Chinese companies with punishment based on allegations they used "distillation" to copy advanced U.S. AI models, despite what it called a lack of factual or legal grounds.
Model distillation is a widely used AI training technique in which developers use the outputs of a more capable model to train or improve another system. U.S. officials say they distinguish between legitimate distillation and large-scale extraction that amounts to intellectual property theft.
'ALL NECESSARY MEASURES'
#model #Companies #eduardo
BEIJING, July 27 (Reuters) - China's commerce ministry on Monday accused the United States of "AI hegemonism" and threatened countermeasures after senior U.S. officials said Chinese AI companies could face investigations, sanctions and trade restrictions over the alleged theft of U.S. technology.
The ministry said Washington was threatening Chinese companies with punishment based on allegations they used "distillation" to copy advanced U.S. AI models, despite what it called a lack of factual or legal grounds.
Model distillation is a widely used AI training technique in which developers use the outputs of a more capable model to train or improve another system. U.S. officials say they distinguish between legitimate distillation and large-scale extraction that amounts to intellectual property theft.
'ALL NECESSARY MEASURES'
#model #Companies #eduardo
3 days ago
Suzlon Group has been awarded a 201.6MW wind power project in the Indian state of Andhra Pradesh by Waaree Forever Energies Private (WFEPL), the independent power producer arm of the Waaree Group.
This marks the Waaree Group's first wind project in the state and is the second consecutive engineering, procurement and construction (EPC) order Suzlon has received in a week under the company's DevCo model.
The project will see Suzlon supply 64 of its S144 wind turbine generators (WTGs), each with a capacity of 3.15MW.
Suzlon Group vice-chairman Girish Tanti said: "This partnership is strategically important as it unites two companies whose growth has mirrored the evolution of India's renewable energy sector.
"Waaree and Suzlon have been trailblazers in solar and wind, respectively, each building world-class manufacturing ecosystems and establishing a strong global presence.
#wind #project #power #andhra
This marks the Waaree Group's first wind project in the state and is the second consecutive engineering, procurement and construction (EPC) order Suzlon has received in a week under the company's DevCo model.
The project will see Suzlon supply 64 of its S144 wind turbine generators (WTGs), each with a capacity of 3.15MW.
Suzlon Group vice-chairman Girish Tanti said: "This partnership is strategically important as it unites two companies whose growth has mirrored the evolution of India's renewable energy sector.
"Waaree and Suzlon have been trailblazers in solar and wind, respectively, each building world-class manufacturing ecosystems and establishing a strong global presence.
#wind #project #power #andhra
3 days ago
Marvell Technology (NASDAQ: MRVL) has emerged as a strong AI investment candidate throughout 2026. It has a great bull thesis and is right at the heart of the AI buildout.
Furthermore, Nvidia (NASDAQ: NVDA) has invested $2 billion into Marvell and announced several strategic partnerships to ensure that Nvidia's computing units function on Marvell's products. This is a big deal because Marvell is starting to grow its custom AI chip business, and this could be a major part of the company someday, especially with the two major clients that it has.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But is this enough to make Marvell the new Nvidia? Let's take a look.
Marvell makes connectivity devices for data centers and also ******* ists AI hyperscalers design custom chips. This is a great business to be in right now, as the AI buildout is full steam ahead. In its custom AI chip business, Marvel has captured two major clients: Amazon and Microsoft. These two companies operated the largest and second-largest cloud computing platforms in the world, and having these two as clients is a big deal for Marvell, as it gives them a major customer that wants to reduce reliance on Nvidia chips through designing their own.
#major #NASDAQ
Furthermore, Nvidia (NASDAQ: NVDA) has invested $2 billion into Marvell and announced several strategic partnerships to ensure that Nvidia's computing units function on Marvell's products. This is a big deal because Marvell is starting to grow its custom AI chip business, and this could be a major part of the company someday, especially with the two major clients that it has.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But is this enough to make Marvell the new Nvidia? Let's take a look.
Marvell makes connectivity devices for data centers and also ******* ists AI hyperscalers design custom chips. This is a great business to be in right now, as the AI buildout is full steam ahead. In its custom AI chip business, Marvel has captured two major clients: Amazon and Microsoft. These two companies operated the largest and second-largest cloud computing platforms in the world, and having these two as clients is a big deal for Marvell, as it gives them a major customer that wants to reduce reliance on Nvidia chips through designing their own.
#major #NASDAQ
3 days ago
July 24 (Reuters) - India's HCLTech said on Friday it would invest 142.57 billion rupees ($1.48 billion) to set up its first AI data center in the eastern state of Odisha in partnership with homegrown startup Sarvam AI.
India's IT services firms are entering the data center business to capitalise on demand from AI and cloud computing while diversifying beyond their traditional outsourcing operations.
HCLTech's investment will include financial support from the Odisha government, the company said.
The project, based in the state capital of Bhubaneswar, will utilise HCLTech's full-stack AI capabilities and Sarvam's foundation models to offer sector-specific AI applications to both government-owned and private companies.
Last month, HCLTech acquired a 10.5% stake in Sarvam AI for $150 million.
#sarvam #reuters
India's IT services firms are entering the data center business to capitalise on demand from AI and cloud computing while diversifying beyond their traditional outsourcing operations.
HCLTech's investment will include financial support from the Odisha government, the company said.
The project, based in the state capital of Bhubaneswar, will utilise HCLTech's full-stack AI capabilities and Sarvam's foundation models to offer sector-specific AI applications to both government-owned and private companies.
Last month, HCLTech acquired a 10.5% stake in Sarvam AI for $150 million.
#sarvam #reuters
3 days ago
The TJX Companies, Inc. (TJX), headquartered in Framingham, Massachusetts, operates as an off-price apparel and home fashions retailer. With a market cap of $171.7 billion, the company operates off-price retail concepts and e-commerce sites in the U.S., Canada, and Europe that offer a wide range of brand name and designer merchandise. The leading off-price retailer is expected to announce its fiscal second-quarter earnings for 2027 soon.
Ahead of the event, ***** ysts expect TJX Companies to report a profit of $1.17 per share on a diluted basis, up 6.4% from $1.10 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
Dear ***** eX Stock Fans, Mark Your Calendars for July 23
Microsoft Earnings Preview: Get Ready for Soaring AI Spending to Sink MSFT Stock
Why Nvidia (NVDA) Stock Faces Sell-the-News Risk Following Its Q2 Earnings Report
#company
Ahead of the event, ***** ysts expect TJX Companies to report a profit of $1.17 per share on a diluted basis, up 6.4% from $1.10 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
Dear ***** eX Stock Fans, Mark Your Calendars for July 23
Microsoft Earnings Preview: Get Ready for Soaring AI Spending to Sink MSFT Stock
Why Nvidia (NVDA) Stock Faces Sell-the-News Risk Following Its Q2 Earnings Report
#company
3 days ago
SINGAPORE, July 24 (Reuters) - For months, Chinese chip manufacturer ChangXin Memory Technologies (CXMT) had been hiking prices on Huawei, one of the country's biggest technology companies. The chipmaker held firm when Huawei demanded relief from the escalating costs, according to two people familiar with the matter.
The standoff came to a head on CXMT's factory floor in June. A group of engineers from a chipmaking-equipment vendor with deep strategic ties to Huawei had been working in the cleanrooms at CXMT's core research and development zone in Hefei, Anhui province. Without warning, CXMT ordered the engineers, who had been helping with equipment maintenance, to pack their tools and leave the factory floor immediately, the two sources said.
Executives at the Huawei-connected equipment vendor, SiCarrier, concluded the confrontation was the result of the power struggle between CXMT and Huawei, the people told Reuters. The companies still do business but the engineers haven't been allowed back into the R&D zone, the two people said.
CXMT, Huawei and SiCarrier didn't respond to questions about the incident.
The clash illustrates the changing dynamics of China's semiconductor industry. CXMT has risen to become the world's fourth-biggest maker of memory, including the DRAM variety used in smartphones, laptops and servers. Now, the company is powerful enough to charge prices even Huawei can't stomach.
#engineers #memory
The standoff came to a head on CXMT's factory floor in June. A group of engineers from a chipmaking-equipment vendor with deep strategic ties to Huawei had been working in the cleanrooms at CXMT's core research and development zone in Hefei, Anhui province. Without warning, CXMT ordered the engineers, who had been helping with equipment maintenance, to pack their tools and leave the factory floor immediately, the two sources said.
Executives at the Huawei-connected equipment vendor, SiCarrier, concluded the confrontation was the result of the power struggle between CXMT and Huawei, the people told Reuters. The companies still do business but the engineers haven't been allowed back into the R&D zone, the two people said.
CXMT, Huawei and SiCarrier didn't respond to questions about the incident.
The clash illustrates the changing dynamics of China's semiconductor industry. CXMT has risen to become the world's fourth-biggest maker of memory, including the DRAM variety used in smartphones, laptops and servers. Now, the company is powerful enough to charge prices even Huawei can't stomach.
#engineers #memory
3 days ago
(Corrects para 18 to say that CXMT will debut on the market, not launch its IPO)
SINGAPORE, July 24 (Reuters) - For months, Chinese chip manufacturer ChangXin Memory Technologies (CXMT) had been hiking prices on Huawei, one of the country's biggest technology companies. The chipmaker held firm when Huawei demanded relief from the escalating costs, according to two people familiar with the matter.
The standoff came to a head on CXMT's factory floor in June. A group of engineers from a chipmaking-equipment vendor with deep strategic ties to Huawei had been working in the cleanrooms at CXMT's core research and development zone in Hefei, Anhui province. Without warning, CXMT ordered the engineers, who had been helping with equipment maintenance, to pack their tools and leave the factory floor immediately, the two sources said.
Executives at the Huawei-connected equipment vendor, SiCarrier, concluded the confrontation was the result of the power struggle between CXMT and Huawei, the people told Reuters. The companies still do business but the engineers haven't been allowed back into the R&D zone, the two people said.
CXMT, Huawei and SiCarrier didn't respond to questions about the incident.
#cxmt #people #factory
SINGAPORE, July 24 (Reuters) - For months, Chinese chip manufacturer ChangXin Memory Technologies (CXMT) had been hiking prices on Huawei, one of the country's biggest technology companies. The chipmaker held firm when Huawei demanded relief from the escalating costs, according to two people familiar with the matter.
The standoff came to a head on CXMT's factory floor in June. A group of engineers from a chipmaking-equipment vendor with deep strategic ties to Huawei had been working in the cleanrooms at CXMT's core research and development zone in Hefei, Anhui province. Without warning, CXMT ordered the engineers, who had been helping with equipment maintenance, to pack their tools and leave the factory floor immediately, the two sources said.
Executives at the Huawei-connected equipment vendor, SiCarrier, concluded the confrontation was the result of the power struggle between CXMT and Huawei, the people told Reuters. The companies still do business but the engineers haven't been allowed back into the R&D zone, the two people said.
CXMT, Huawei and SiCarrier didn't respond to questions about the incident.
#cxmt #people #factory
3 days ago
By
Updated July 23, 2026 5:25 pm ET
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(3 min)
U.S. stocks fell sharply Thursday as global oil prices topped $100 a barrel for the first time in two months. Earnings from Alphabet and Tesla rekindled fears that big technology companies are spending far more on artificial intelligence than investors are comfortable with.
#updated #earnings #alphabet
Updated July 23, 2026 5:25 pm ET
Listen
(3 min)
U.S. stocks fell sharply Thursday as global oil prices topped $100 a barrel for the first time in two months. Earnings from Alphabet and Tesla rekindled fears that big technology companies are spending far more on artificial intelligence than investors are comfortable with.
#updated #earnings #alphabet
3 days ago
We can separate high-yield dividend stocks into two broad categories. The first group consists of companies with stable businesses that generate consistent cash flow and are very likely to continue paying -- and perhaps raising -- their dividends for the foreseeable future. The second are distressed corporations. They boast high yields because their share prices have fallen substantially, reflecting weak business fundamentals.
Many investors would put Pfizer (NYSE: PFE) in the second group. The drugmaker's shares have lost significant value over the past five years, as the company has failed to sustain the amazing success it achieved in the coronavirus market. However, there is much more to the story. Let's discuss why Pfizer's 7% forward yield is more sustainable than it appears at first glance.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Pfizer's revenue and earnings have declined over the past five years, while it has maintained and even increased its dividend. The company's payout ratio has soared as a result -- it is currently about 127%. That looks unsustainable. But Pfizer's cash payout ratio, a much better measure of whether the company can maintain its dividend program intact, looks less scary at 107.7%. Management is confident of the company's ability to sustain, and even increase, the payout moving forward. That isn't just wishful thinking: Pfizer could improve its business in the coming years and eventually post much stronger financial results.
Consider that Pfizer boasts highly promising programs in the pipeline that will yield brand-new approvals and label expansions. For instance, the company's Padcev is a cancer medicine that is currently one of its better-performing products. On July 10, Padcev earned approval for the treatment of muscle-invasive bladder cancer in combination with Merck's (NYSE: MRK) Keytruda. Padcev was granted the green light regardless of whether patients are eligible for Cisplatin, a chemotherapy drug for bladder cancer that is effective but comes with significant side effects. That's a big deal since many drugs for bladder cancer (including Padcev, initially) aren't approved regardless of Cisplatin eligibility.
#NVIDIA #yield #first
Many investors would put Pfizer (NYSE: PFE) in the second group. The drugmaker's shares have lost significant value over the past five years, as the company has failed to sustain the amazing success it achieved in the coronavirus market. However, there is much more to the story. Let's discuss why Pfizer's 7% forward yield is more sustainable than it appears at first glance.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Pfizer's revenue and earnings have declined over the past five years, while it has maintained and even increased its dividend. The company's payout ratio has soared as a result -- it is currently about 127%. That looks unsustainable. But Pfizer's cash payout ratio, a much better measure of whether the company can maintain its dividend program intact, looks less scary at 107.7%. Management is confident of the company's ability to sustain, and even increase, the payout moving forward. That isn't just wishful thinking: Pfizer could improve its business in the coming years and eventually post much stronger financial results.
Consider that Pfizer boasts highly promising programs in the pipeline that will yield brand-new approvals and label expansions. For instance, the company's Padcev is a cancer medicine that is currently one of its better-performing products. On July 10, Padcev earned approval for the treatment of muscle-invasive bladder cancer in combination with Merck's (NYSE: MRK) Keytruda. Padcev was granted the green light regardless of whether patients are eligible for Cisplatin, a chemotherapy drug for bladder cancer that is effective but comes with significant side effects. That's a big deal since many drugs for bladder cancer (including Padcev, initially) aren't approved regardless of Cisplatin eligibility.
#NVIDIA #yield #first
3 days ago
VYM's high-yield strategy leads VIG 13% to 9% in 2026 year-to-date returns, but dividend growth ETFs have historically delivered stronger long-term total returns.
A high dividend yield often signals slower earnings growth or a declining share price, sacrificing future capital appreciation for current income.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Many income investors ***** ume that the highest-yielding dividend ETF is automatically the better investment. However, that has not necessarily been the case in 2026. While high-yield strategies continue to attract investors seeking immediate income, dividend growth ETFs have historically delivered stronger long-term total returns by investing in companies with growing earnings, rising dividends, and high-quality fundamentals.
Two of the most popular ETFs representing these approaches are the Vanguard Dividend Appreciation ETF (NYSEARCA: VIG) and the Vanguard High Dividend Yield ETF (NYSEARCA: VYM). VIG prioritizes companies with long records of increasing dividends, while VYM focuses on stocks offering above-average current yields. For investors deciding between dividend growth vs. high yield, understanding the trade-offs between these two strategies may be more important than simply chasing the highest payout.
#etfs #returns #income #vanguard
A high dividend yield often signals slower earnings growth or a declining share price, sacrificing future capital appreciation for current income.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Many income investors ***** ume that the highest-yielding dividend ETF is automatically the better investment. However, that has not necessarily been the case in 2026. While high-yield strategies continue to attract investors seeking immediate income, dividend growth ETFs have historically delivered stronger long-term total returns by investing in companies with growing earnings, rising dividends, and high-quality fundamentals.
Two of the most popular ETFs representing these approaches are the Vanguard Dividend Appreciation ETF (NYSEARCA: VIG) and the Vanguard High Dividend Yield ETF (NYSEARCA: VYM). VIG prioritizes companies with long records of increasing dividends, while VYM focuses on stocks offering above-average current yields. For investors deciding between dividend growth vs. high yield, understanding the trade-offs between these two strategies may be more important than simply chasing the highest payout.
#etfs #returns #income #vanguard
3 days ago
By Leo Marchandon
July 23 (Reuters) - SAP's finance chief said on Thursday that artificial intelligence in enterprise software must move beyond chatbots and coding tools into more complex business processes, where clean data, reliability and cost control matter more than access to the most powerful model.
Companies have poured money into generative AI but are still seeking evidence of broad productivity gains, and SAP is arguing that the returns will come less from general-purpose models than from governed systems embedded in specific business processes.
CFO Dominik Asam told reporters after SAP's second-quarter results that the "lion's share" of AI token consumption today was spent in "low-hanging fruits" coding ******* istant and chatbots, where AI's hallucinations matter less because the output carries limited risk if it fails.
But applying AI to finance, supply chain or other core business processes is harder because errors carry over multiple steps, increasing risk against compliance standards, he said.
#coding #matter #marchandon #july
July 23 (Reuters) - SAP's finance chief said on Thursday that artificial intelligence in enterprise software must move beyond chatbots and coding tools into more complex business processes, where clean data, reliability and cost control matter more than access to the most powerful model.
Companies have poured money into generative AI but are still seeking evidence of broad productivity gains, and SAP is arguing that the returns will come less from general-purpose models than from governed systems embedded in specific business processes.
CFO Dominik Asam told reporters after SAP's second-quarter results that the "lion's share" of AI token consumption today was spent in "low-hanging fruits" coding ******* istant and chatbots, where AI's hallucinations matter less because the output carries limited risk if it fails.
But applying AI to finance, supply chain or other core business processes is harder because errors carry over multiple steps, increasing risk against compliance standards, he said.
#coding #matter #marchandon #july
