2 hours ago
Bryson DeChambeau has been one of the leading voices in the anti-golf ball rollback movement.
Golf technology's rapid advancement has seen a jaw-dropping increase in distance from modern professional golfers. To counteract this, the sport is preparing a golf ball rollback to prevent players from hitting the ball quite as far.
Many current players and legends alike, such as Rory McIlroy, Jack Nicklaus and Tiger Woods, are in favor of this move, although there are questions being raised about how effective the new golf ball will be at reducing distance.
Meanwhile, DeChambeau has argued that fans want to see players hit the ball as far as humanly possible. He says being able to drive the ball over 350 yards is a feat of human accomplishment, and it's good for the game.
But what's happening on the PGA Tour this season proves that DeChambeau's take on this is complete nonsense.
#players #mcilroy
Golf technology's rapid advancement has seen a jaw-dropping increase in distance from modern professional golfers. To counteract this, the sport is preparing a golf ball rollback to prevent players from hitting the ball quite as far.
Many current players and legends alike, such as Rory McIlroy, Jack Nicklaus and Tiger Woods, are in favor of this move, although there are questions being raised about how effective the new golf ball will be at reducing distance.
Meanwhile, DeChambeau has argued that fans want to see players hit the ball as far as humanly possible. He says being able to drive the ball over 350 yards is a feat of human accomplishment, and it's good for the game.
But what's happening on the PGA Tour this season proves that DeChambeau's take on this is complete nonsense.
#players #mcilroy
3 hours ago
European football officials have issued a renewed directive on the use of Video ****** istant Referees (VAR), stressing that the technology should only intervene in cases of "blatantly incorrect" decisions or clear missed incidents.
The move follows a significant meeting last week involving referee chiefs from all 55 national ****** ociations and representatives from the International Football ****** ociation Board (Ifab), the body responsible for the game's laws.
The consensus reached aims to streamline officiating and reduce the impact of lengthy reviews.
A Uefa release stated: "VAR must only intervene in situations of 'clear and obvious' error, i.e. when a referee decision is blatantly incorrect or when the referee has missed a clear incident. VAR is not meant to re-referee the game, it is an essential support to the referees, who must remain at the centre of all decision-making. Lengthy, microscoping reviews are often a symptom revealing that the decision on the field was not clearly and obviously incorrect, and should therefore be limited."
VAR was a major point of contention at the World Cup (Getty)
#clear
The move follows a significant meeting last week involving referee chiefs from all 55 national ****** ociations and representatives from the International Football ****** ociation Board (Ifab), the body responsible for the game's laws.
The consensus reached aims to streamline officiating and reduce the impact of lengthy reviews.
A Uefa release stated: "VAR must only intervene in situations of 'clear and obvious' error, i.e. when a referee decision is blatantly incorrect or when the referee has missed a clear incident. VAR is not meant to re-referee the game, it is an essential support to the referees, who must remain at the centre of all decision-making. Lengthy, microscoping reviews are often a symptom revealing that the decision on the field was not clearly and obviously incorrect, and should therefore be limited."
VAR was a major point of contention at the World Cup (Getty)
#clear
5 hours ago
Varun Sharma, founder and CEO of NEUVIOR, reflects on the necessitates of the recently forged India-UK pharma trade deal.
The India UK Comprehensive Economic and Trade Agreement became operational on 15 July. That is good news for businesses in both countries. It is also the moment to stop treating tariff reduction as a synonym for market access, especially in pharmaceuticals, medical technology and digital health.
Medicines and devices do not move from factory to patient through one gate. They move through at least five. A product must qualify for the tariff preference under the rules of origin. It must have the right approval in the destination market. Its manufacturing and quality evidence must withstand inspection. It must meet the terms of any public procurement. Its people, systems and data must be able to operate lawfully across borders.
The agreement changes some of these gates. It does not collapse them.
The Indian schedule places 198 of 226 pharmaceutical tariff lines in immediate staging, four already at zero, with the rest phased over five or ten years. Medical technology receives a more mixed pattern of phased elimination and partial reduction. These preferences matter, but only for products that satisfy the product specific origin rule.
#trade #market #technology #move
The India UK Comprehensive Economic and Trade Agreement became operational on 15 July. That is good news for businesses in both countries. It is also the moment to stop treating tariff reduction as a synonym for market access, especially in pharmaceuticals, medical technology and digital health.
Medicines and devices do not move from factory to patient through one gate. They move through at least five. A product must qualify for the tariff preference under the rules of origin. It must have the right approval in the destination market. Its manufacturing and quality evidence must withstand inspection. It must meet the terms of any public procurement. Its people, systems and data must be able to operate lawfully across borders.
The agreement changes some of these gates. It does not collapse them.
The Indian schedule places 198 of 226 pharmaceutical tariff lines in immediate staging, four already at zero, with the rest phased over five or ten years. Medical technology receives a more mixed pattern of phased elimination and partial reduction. These preferences matter, but only for products that satisfy the product specific origin rule.
#trade #market #technology #move
5 hours ago
Saudi Arabia's AI champion HUMAIN has signed its first sports sponsorship, partnering with Al Nassr, the Riyadh soccer club where superstar Cristiano Ronaldo plays, as it looks to integrate its AI offerings into the team.
The agreement will see HUMAIN's logo on Al Nassr's jerseys and new training center. HUMAIN also plans to deploy its sports technology unit and its interactive entertainment platform at the club.
HUMAIN aims to use the sponsorship deal to "go beyond the traditional sponsorship model," chief executive Tariq Amin said. "Together, we'll look at how solutions such as HUMAIN Sport and HUMAIN Create can help shape the next generation of fan engagement, from more personalized digital experiences to new forms of AI-powered content.
HUMAIN declined to comment on the financial details of the deal.
The sponsorship is also expected to provide a financial boost for Al Nassr. The club — which, like HUMAIN, is owned by Saudi Arabia's Public Investment Fund — is reported to have more than $200 million in debt, complicating efforts to sign new players this summer.
#sponsorship #nassr
The agreement will see HUMAIN's logo on Al Nassr's jerseys and new training center. HUMAIN also plans to deploy its sports technology unit and its interactive entertainment platform at the club.
HUMAIN aims to use the sponsorship deal to "go beyond the traditional sponsorship model," chief executive Tariq Amin said. "Together, we'll look at how solutions such as HUMAIN Sport and HUMAIN Create can help shape the next generation of fan engagement, from more personalized digital experiences to new forms of AI-powered content.
HUMAIN declined to comment on the financial details of the deal.
The sponsorship is also expected to provide a financial boost for Al Nassr. The club — which, like HUMAIN, is owned by Saudi Arabia's Public Investment Fund — is reported to have more than $200 million in debt, complicating efforts to sign new players this summer.
#sponsorship #nassr
6 hours ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
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
Marvell Technology (NASDAQ:MRVL) primarily earns revenue by developing data infrastructure semiconductor solutions and system-on-a-chip architectures for enterprise clients across the globe.
It was officially added to the S&P 500 index on June 22, 2026, and it reported a 52% gross margin for the quarter ended May 2, 2026.
UiPath (NYSE:PATH) primarily earns revenue by delivering a software ecosystem focused on robotic process automation to organizations in various commercial and government settings.
While launching new artificial intelligence features for its Automation Suite on May 5, it recorded an 81% gross margin for the quarter ended April 30, 2026.
Tracking revenue helps investors understand the total volume of money a business brings in before operating expenses or taxes are deducted. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.
#revenue #Margin #quarter
It was officially added to the S&P 500 index on June 22, 2026, and it reported a 52% gross margin for the quarter ended May 2, 2026.
UiPath (NYSE:PATH) primarily earns revenue by delivering a software ecosystem focused on robotic process automation to organizations in various commercial and government settings.
While launching new artificial intelligence features for its Automation Suite on May 5, it recorded an 81% gross margin for the quarter ended April 30, 2026.
Tracking revenue helps investors understand the total volume of money a business brings in before operating expenses or taxes are deducted. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.
#revenue #Margin #quarter
6 hours ago
Baker Hughes raised its 2026 Industrial & Energy Technology (IET) order outlook after posting record second-quarter bookings, as surging investment in LNG export facilities, gas-fired power generation and data center infrastructure continued to fuel demand for its equipment and services.
The company reported second-quarter orders of $10.5 billion, up 49% from a year earlier, while IET orders more than doubled to a record $7.1 billion. Remaining performance obligations reached a record $40.1 billion, including $37.1 billion for the IET segment, providing increased visibility into future revenue. Revenue totaled $6.74 billion, while adjusted EBITDA rose to $1.23 billion, exceeding the high end of the company's guidance range.
Chairman and CEO Lorenzo Simonelli said Baker Hughes benefited from continued strength in data centers, gas infrastructure and upstream markets despite operational challenges in the Middle East. He said the company now expects to reach the midpoint of its full-year guidance while increasing its Horizon 2 (2026-2028) IET orders target to more than $45 billion.
The record order intake was supported by a series of major LNG and power generation contracts. During the quarter, Baker Hughes secured equipment awards from Venture Global, Cheniere Energy, Golar LNG and Nigeria LNG, alongside large power generation orders from Dynamis Power Solutions and Kodiak Gas Services to support growing electricity demand from data centers and energy infrastructure across North America.
Oilfield Services & Equipment also outperformed expectations despite geopolitical disruptions. Segment EBITDA exceeded guidance as activity improved in the Middle East late in the quarter, while North America land operations and Latin America delivered solid results. However, segment revenue remained 5% below the prior year, reflecting ****** et divestitures and regional disruptions.
#record
The company reported second-quarter orders of $10.5 billion, up 49% from a year earlier, while IET orders more than doubled to a record $7.1 billion. Remaining performance obligations reached a record $40.1 billion, including $37.1 billion for the IET segment, providing increased visibility into future revenue. Revenue totaled $6.74 billion, while adjusted EBITDA rose to $1.23 billion, exceeding the high end of the company's guidance range.
Chairman and CEO Lorenzo Simonelli said Baker Hughes benefited from continued strength in data centers, gas infrastructure and upstream markets despite operational challenges in the Middle East. He said the company now expects to reach the midpoint of its full-year guidance while increasing its Horizon 2 (2026-2028) IET orders target to more than $45 billion.
The record order intake was supported by a series of major LNG and power generation contracts. During the quarter, Baker Hughes secured equipment awards from Venture Global, Cheniere Energy, Golar LNG and Nigeria LNG, alongside large power generation orders from Dynamis Power Solutions and Kodiak Gas Services to support growing electricity demand from data centers and energy infrastructure across North America.
Oilfield Services & Equipment also outperformed expectations despite geopolitical disruptions. Segment EBITDA exceeded guidance as activity improved in the Middle East late in the quarter, while North America land operations and Latin America delivered solid results. However, segment revenue remained 5% below the prior year, reflecting ****** et divestitures and regional disruptions.
#record
7 hours ago
Tesla (TSLA) is an electric vehicle (EV) and clean energy company led by CEO Elon Musk. Founded in 2003 and based in Austin, Texas, the company designs, manufactures, and sells EVs alongside energy storage and generation products, including Megapack and solar solutions. Tesla operates across two core segments: Automotive — which includes vehicle sales, regulatory credits, and Full Self-Driving (FSD) subscriptions — and Energy Generation and Storage.
Rapidly emerging businesses including Tesla's robotaxi service, Optimus humanoid robots, and artificial intelligence (AI) computing infrastructure are increasingly shaping the company's long-term valuation narrative. That's positioning Tesla as a full-stack autonomous technology and energy platform. Let's take a closer look.
What Do Monday Morning's Markets Bring to Mind?
Dear Bloom Energy Stock Fans, Mark Your Calendars for July 28
Crude Oil Prices Plunge as Supply Threats Ease
#energy #full #vehicle
Rapidly emerging businesses including Tesla's robotaxi service, Optimus humanoid robots, and artificial intelligence (AI) computing infrastructure are increasingly shaping the company's long-term valuation narrative. That's positioning Tesla as a full-stack autonomous technology and energy platform. Let's take a closer look.
What Do Monday Morning's Markets Bring to Mind?
Dear Bloom Energy Stock Fans, Mark Your Calendars for July 28
Crude Oil Prices Plunge as Supply Threats Ease
#energy #full #vehicle
11 hours ago
If your portfolio has been riding the same cluster of mega-cap technology stocks since 2023, Morgan Stanley has a timely warning.
The S&P 500climbed about 20% from its April low to a record high near 7,620 on June 2, fueled by optimism over the U.S.–Iran ceasefire and persistent enthusiasm for artificial intelligence.
Since then, the benchmark has stalled, closing near 7,457 on July 17 and struggling to gain traction despite strong corporate earnings.
Giant stocks are pulling in opposite directions, and those offsetting moves are keeping the broader market locked in place.
Morgan Stanley Wealth Management chief investment officer Lisa Shalett laid out those dynamics in her July Global Investment Committee presentation.
#stanley #july #stocks
The S&P 500climbed about 20% from its April low to a record high near 7,620 on June 2, fueled by optimism over the U.S.–Iran ceasefire and persistent enthusiasm for artificial intelligence.
Since then, the benchmark has stalled, closing near 7,457 on July 17 and struggling to gain traction despite strong corporate earnings.
Giant stocks are pulling in opposite directions, and those offsetting moves are keeping the broader market locked in place.
Morgan Stanley Wealth Management chief investment officer Lisa Shalett laid out those dynamics in her July Global Investment Committee presentation.
#stanley #july #stocks
11 hours ago
Amazon (AMZN) has been one of the market's strongest large-cap technology stocks in 2026, helped by rapid growth in Amazon Web Services (AWS), advertising, and artificial intelligence. The company also delivered an impressive first quarter, beating Wall Street estimates.
But the story has recently shifted. Recently, Bloomberg reported that Senate investigators are examining allegations of Chinese influence over Amazon's third-party marketplace, sending AMZN shares down about 4% in a single session.
Dear ******* eX Stock Fans, Mark Your Calendars for August 6
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
What a Major Anthropic Chip Deal Really Means for AMD Stock
#amazon #senate
But the story has recently shifted. Recently, Bloomberg reported that Senate investigators are examining allegations of Chinese influence over Amazon's third-party marketplace, sending AMZN shares down about 4% in a single session.
Dear ******* eX Stock Fans, Mark Your Calendars for August 6
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
What a Major Anthropic Chip Deal Really Means for AMD Stock
#amazon #senate
11 hours ago
Micron Technology has been on a tear on the stock market in 2026, with its shares almost tripling this year, as of this writing. However, the memory specialist's gains have been eclipsed by a 242% surge in shares of Dell Technologies (NYSE: DELL).
Dell stock has benefited from a significant acceleration in revenue and earnings growth this year, primarily fueled by booming demand for its artificial intelligence (AI) servers. The good news for investors is that it isn't too late to buy Dell, as it is trading at an extremely attractive valuation even after its stunning rally in 2026.
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 »
Let's look at the reasons why this AI stock could double your money in the next three years.
Market research firm IDC estimates that the global server market's revenue increased by 31% in the first quarter of 2026. IDC expects the server market to clock a solid annual growth rate of 25% through the end of the decade.
#NVIDIA #Stock
Dell stock has benefited from a significant acceleration in revenue and earnings growth this year, primarily fueled by booming demand for its artificial intelligence (AI) servers. The good news for investors is that it isn't too late to buy Dell, as it is trading at an extremely attractive valuation even after its stunning rally in 2026.
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 »
Let's look at the reasons why this AI stock could double your money in the next three years.
Market research firm IDC estimates that the global server market's revenue increased by 31% in the first quarter of 2026. IDC expects the server market to clock a solid annual growth rate of 25% through the end of the decade.
#NVIDIA #Stock
12 hours ago
The MAGS ETF returned 158% since its April 2023 launch but has fallen 4% in 2026 while the S&P 500 gained 8%.
Alphabet, Amazon, Meta, and Microsoft stand out for combining strong cash flows with AI monetization, while Tesla and Apple face steeper growth questions.
Buying the Magnificent 7 as a single basket no longer makes sense, as each stock sits at a different stage of turning AI spending into profit.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The artificial intelligence boom reshaped the stock market faster than almost any investing trend in recent memory. When OpenAI released ChatGPT in late 2022, investors quickly realized AI wasn't another speculative technology story -- it was becoming the next computing platform.
#mags #april
Alphabet, Amazon, Meta, and Microsoft stand out for combining strong cash flows with AI monetization, while Tesla and Apple face steeper growth questions.
Buying the Magnificent 7 as a single basket no longer makes sense, as each stock sits at a different stage of turning AI spending into profit.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The artificial intelligence boom reshaped the stock market faster than almost any investing trend in recent memory. When OpenAI released ChatGPT in late 2022, investors quickly realized AI wasn't another speculative technology story -- it was becoming the next computing platform.
#mags #april
12 hours ago
Markets face the week's most consequential moment Wednesday at 2:00pm when the Federal Reserve announces its rate decision and Fed Chair Kevin Warsh holds his first post-decision press conference, setting policy direction.
This comes amid extraordinary uncertainty about technology sector valuations, artificial intelligence infrastructure spending, and economic growth trajectory.
The decision arrives after a week dominated by disappointing technology earnings that intensified AI bubble concerns and validated investor skepticism about whether massive data center investments will translate into proportional revenue and earnings growth.
Intel Corp Shows Strong Q2 Results and Free Cash Flow - Shorting INTC Puts is Still the Best Play
Option Volatility And Earnings Report For July 27-31
Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, ******* ysis, and headlines.
#decision #free #reserve
This comes amid extraordinary uncertainty about technology sector valuations, artificial intelligence infrastructure spending, and economic growth trajectory.
The decision arrives after a week dominated by disappointing technology earnings that intensified AI bubble concerns and validated investor skepticism about whether massive data center investments will translate into proportional revenue and earnings growth.
Intel Corp Shows Strong Q2 Results and Free Cash Flow - Shorting INTC Puts is Still the Best Play
Option Volatility And Earnings Report For July 27-31
Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, ******* ysis, and headlines.
#decision #free #reserve
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
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
This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter.
Bryan Hipsher was named chief financial officer of Dow Jones, the professional news and services division within News Corp. that includes The Wall Street Journal and MarketWatch. Hipsher, who will join the company on Sept. 8, most recently spent seven years as CFO of Dun & Bradstreet. He earlier was a senior vice president of finance at Black Knight. He started his career at Fidelity National Financial and Fidelity Information Services. Hipsher replaces interim CFO Brian Carlesimo, who has been in the role since January. Carlesimo, who has been senior vice president of finance at Dow Jones since 2025, stepped in for Jared DiPalma when he became deputy CFO of News Corp.
Chanel has appointed Helene de Tissot as its new chief financial officer, starting in October. De Tissot will join the French luxury fashion company in October. For the last 23 years, she has worked at French distiller Pernod Ricard, the owner of spirits brands including Absolut vodka and Jameson whiskey. She has been executive vice president of finance and IT of Pernod Ricard since 2018, according to her LinkedIn profile. De Tissot succeeds Philippe Blondiaux, who is retiring at the end of the year. Blondiaux has been CFO since 2011.
Pernod Ricard promoted Mauve Croizat to EVP of finance and technology, effective Oct. 1, to succeed Helene de Tissot. Croizat has worked at Pernod Ricard for almost 20 years, where she has held senior leadership positions across finance, business development and general management in France, the U.S. and Sweden. She was most recently global senior vice president of transformation, a role she has held since 2023.
Sharon McCollam, president and chief financial officer of Albertsons, will retire later this year. The company is currently looking for her replacement, and McCollam will remain in her role at the food and drug retailer until her successor is named. She will then remain with the company in an advisory capacity until Feb. 27, 2027. McCollam retired from Best Buy in 2016, where she was EVP, chief administrative officer and CFO, before joining Albertsons in 2021. She previously held leadership positions at Williams-Sonoma, including chief operating officer and chief financial officer.
#financial
Bryan Hipsher was named chief financial officer of Dow Jones, the professional news and services division within News Corp. that includes The Wall Street Journal and MarketWatch. Hipsher, who will join the company on Sept. 8, most recently spent seven years as CFO of Dun & Bradstreet. He earlier was a senior vice president of finance at Black Knight. He started his career at Fidelity National Financial and Fidelity Information Services. Hipsher replaces interim CFO Brian Carlesimo, who has been in the role since January. Carlesimo, who has been senior vice president of finance at Dow Jones since 2025, stepped in for Jared DiPalma when he became deputy CFO of News Corp.
Chanel has appointed Helene de Tissot as its new chief financial officer, starting in October. De Tissot will join the French luxury fashion company in October. For the last 23 years, she has worked at French distiller Pernod Ricard, the owner of spirits brands including Absolut vodka and Jameson whiskey. She has been executive vice president of finance and IT of Pernod Ricard since 2018, according to her LinkedIn profile. De Tissot succeeds Philippe Blondiaux, who is retiring at the end of the year. Blondiaux has been CFO since 2011.
Pernod Ricard promoted Mauve Croizat to EVP of finance and technology, effective Oct. 1, to succeed Helene de Tissot. Croizat has worked at Pernod Ricard for almost 20 years, where she has held senior leadership positions across finance, business development and general management in France, the U.S. and Sweden. She was most recently global senior vice president of transformation, a role she has held since 2023.
Sharon McCollam, president and chief financial officer of Albertsons, will retire later this year. The company is currently looking for her replacement, and McCollam will remain in her role at the food and drug retailer until her successor is named. She will then remain with the company in an advisory capacity until Feb. 27, 2027. McCollam retired from Best Buy in 2016, where she was EVP, chief administrative officer and CFO, before joining Albertsons in 2021. She previously held leadership positions at Williams-Sonoma, including chief operating officer and chief financial officer.
#financial
3 days ago
Following Advanced Micro Devices Inc.'s (NASDAQ:AMD) Advancing AI 2026 event in San Francisco, top technology ****** ysts are issuing aggressive price targets and bullish forecasts for the chipmaker.
Futurum Equities reiterated its Buy rating and raised its price target to $800—representing nearly 48% upside—declaring "AMD is one of our top convictions." At the same time, Moor Insights & Strategy chief ****** yst Patrick Moorhead highlighted projections indicating the server CPU market will surge past $200 billion by 2030.
Daniel Newman of Futurum Equities cited AMD's rapidly expanding hardware ecosystem and customer momentum following major keynote announcements. Key among them is a strategic 2-gigawatt deployment deal with Anthropic, bringing AMD's total committed accelerator deployments to 14 gigawatts.
Futurum models $38 billion in GPU revenue next year, accelerated by 6th Gen EPYC "Venice" CPUs and AMD Helios rackscale solutions, which deliver up to 30% more tokens per dollar than competitors. Newman noted AMD is well-positioned across an accelerator total addressable market reaching $1.4 trillion by 2030.
$AMD Futurum Equities reiterates Buy and ups PT to $800.
Top 5 takes from today's event by rolfbulk pic.twitter.com/GgpY2nzqtB
#futurum #newman #price #billion
Futurum Equities reiterated its Buy rating and raised its price target to $800—representing nearly 48% upside—declaring "AMD is one of our top convictions." At the same time, Moor Insights & Strategy chief ****** yst Patrick Moorhead highlighted projections indicating the server CPU market will surge past $200 billion by 2030.
Daniel Newman of Futurum Equities cited AMD's rapidly expanding hardware ecosystem and customer momentum following major keynote announcements. Key among them is a strategic 2-gigawatt deployment deal with Anthropic, bringing AMD's total committed accelerator deployments to 14 gigawatts.
Futurum models $38 billion in GPU revenue next year, accelerated by 6th Gen EPYC "Venice" CPUs and AMD Helios rackscale solutions, which deliver up to 30% more tokens per dollar than competitors. Newman noted AMD is well-positioned across an accelerator total addressable market reaching $1.4 trillion by 2030.
$AMD Futurum Equities reiterates Buy and ups PT to $800.
Top 5 takes from today's event by rolfbulk pic.twitter.com/GgpY2nzqtB
#futurum #newman #price #billion
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
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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
Slipping 2.15% to 25,138, the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped sharply today, driven by a broad retreat in technology stocks following earnings reports. The S&P 500 (SNPINDEX:^GSPC) lost 1.21% to 7,408 and the Dow Jones Industrial Average (DJINDICES:^DJI) fell 0.97% to 51,712.
Gold prices fell 2.36% to $4,048.76 as of U.S. market close, and the 10-Year Treasury yield rose 0.04% to 4.67%, a 52-week high. Communication services and consumer cyclicals were the biggest losers today, while industrials and healthcare stocks showed strength.
Alphabet fell by 7%, and Tesla shares tumbled almost 15% following yesterday's earnings. In contrast, Intel rose in after-hours trading following its Q2 results, which beat expectations. EquipmentShare.com rose 8%, extending gains after increasing its revenue guidance earlier this month.
The risk that the huge outlays on artificial intelligence (AI) infrastructure might not pay off pressured technology stocks today. Rising oil prices and high Treasury yields compounded the risk-off mood. WTI crude oil gained 5.8% to $91.84 a barrel on reports that Houthi militia had attacked tankers in the Red Sea, threatening an alternative supply route to the Strait of Hormuz, which remains largely closed.
Mounting concern over heavy AI capital expenditures hit both Alphabet and Tesla shares. Increased spending from both firms — without a clear indication of when investors will see returns — weighed on shares. Investors are shifting their stances on AI spending sprees, which could justify a more cautious stance on big tech firms.
#stocks #rose #tesla
Gold prices fell 2.36% to $4,048.76 as of U.S. market close, and the 10-Year Treasury yield rose 0.04% to 4.67%, a 52-week high. Communication services and consumer cyclicals were the biggest losers today, while industrials and healthcare stocks showed strength.
Alphabet fell by 7%, and Tesla shares tumbled almost 15% following yesterday's earnings. In contrast, Intel rose in after-hours trading following its Q2 results, which beat expectations. EquipmentShare.com rose 8%, extending gains after increasing its revenue guidance earlier this month.
The risk that the huge outlays on artificial intelligence (AI) infrastructure might not pay off pressured technology stocks today. Rising oil prices and high Treasury yields compounded the risk-off mood. WTI crude oil gained 5.8% to $91.84 a barrel on reports that Houthi militia had attacked tankers in the Red Sea, threatening an alternative supply route to the Strait of Hormuz, which remains largely closed.
Mounting concern over heavy AI capital expenditures hit both Alphabet and Tesla shares. Increased spending from both firms — without a clear indication of when investors will see returns — weighed on shares. Investors are shifting their stances on AI spending sprees, which could justify a more cautious stance on big tech firms.
#stocks #rose #tesla
3 days ago
July 23 (Reuters) - Amkor Technology said on Thursday it had entered a multi-year agreement with Nvidia worth $1.5 billion to expand advanced semiconductor packaging and test capacity in the U.S., as the chip industry races to build out AI infrastructure.
Shares of the semiconductor packaging company jumped 17% in extended trading.
Here are a few details on the partnership:
• Under the agreement, Nvidia will make a prepayment to support the expansion of Amkor's U.S. advanced packaging operations, including capacity in Arizona.
• The companies will jointly develop packaging and testing technologies for Nvidia's AI and accelerated-computing platforms, focusing on combining different types of chips in a single package.
#july
Shares of the semiconductor packaging company jumped 17% in extended trading.
Here are a few details on the partnership:
• Under the agreement, Nvidia will make a prepayment to support the expansion of Amkor's U.S. advanced packaging operations, including capacity in Arizona.
• The companies will jointly develop packaging and testing technologies for Nvidia's AI and accelerated-computing platforms, focusing on combining different types of chips in a single package.
#july
3 days ago
Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management attributes the 10% year-over-year core EPS growth to disciplined execution of their lean operating system and consistent customer capital investment.
The company is pursuing a 'path to flat' strategy, targeting 0% to 3% annual customer bill growth by leveraging electric load growth to offset infrastructure costs.
Operational performance is increasingly driven by 'continuous monitoring' technology, which management claims has avoided nearly 20 million outage minutes and 28 potential ignitions since January 2025.
#Growth #year #tell
Management attributes the 10% year-over-year core EPS growth to disciplined execution of their lean operating system and consistent customer capital investment.
The company is pursuing a 'path to flat' strategy, targeting 0% to 3% annual customer bill growth by leveraging electric load growth to offset infrastructure costs.
Operational performance is increasingly driven by 'continuous monitoring' technology, which management claims has avoided nearly 20 million outage minutes and 28 potential ignitions since January 2025.
#Growth #year #tell
3 days ago
Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Achieved record $230 billion backlog driven by a $35 billion multiyear THAAD contract and significant radar and ***** e awards.
Performance attribution stems from strategic decisions to increase munitions capacity and establish international co-production footprints ahead of contracted demand.
Management is pivoting to a 'Defense Technology' leader mindset, prioritizing target-weapons matching to provide lower-cost, high-volume solutions for modern threats like drones.
Operational execution hit a stride with resumed F-16 deliveries and increased C-130 output, alongside successful technical milestones in hypersonic and laser weapon programs.
#tell
Achieved record $230 billion backlog driven by a $35 billion multiyear THAAD contract and significant radar and ***** e awards.
Performance attribution stems from strategic decisions to increase munitions capacity and establish international co-production footprints ahead of contracted demand.
Management is pivoting to a 'Defense Technology' leader mindset, prioritizing target-weapons matching to provide lower-cost, high-volume solutions for modern threats like drones.
Operational execution hit a stride with resumed F-16 deliveries and increased C-130 output, alongside successful technical milestones in hypersonic and laser weapon programs.
#tell
3 days ago
July 23 (Reuters) - Digital Realty Trust raised its full-year forecast for funds from operations on Thursday, betting on resilient leasing momentum from cloud and AI customers to drive growth, sending its shares up 3% in extended trading.
Austin, Texas-based Digital Realty is a real estate investment trust (REIT) that provides data center, colocation and interconnection solutions.
The company leases managed data centers to clients across industries ranging from cloud and information technology to social networking, communications, and manufacturing, and has been a major beneficiary of the race to adopt generative AI, which requires vast amounts of computing power housed in specialized facilities.
Here are some more details:
• Digital Realty now expects fiscal 2026 adjusted funds from operations, a key cash flow metric for REITs, in the range of $8.15 to $8.20 per share, compared with its earlier projection of $8 to $8.10 per share.
#cloud #july
Austin, Texas-based Digital Realty is a real estate investment trust (REIT) that provides data center, colocation and interconnection solutions.
The company leases managed data centers to clients across industries ranging from cloud and information technology to social networking, communications, and manufacturing, and has been a major beneficiary of the race to adopt generative AI, which requires vast amounts of computing power housed in specialized facilities.
Here are some more details:
• Digital Realty now expects fiscal 2026 adjusted funds from operations, a key cash flow metric for REITs, in the range of $8.15 to $8.20 per share, compared with its earlier projection of $8 to $8.10 per share.
#cloud #july
3 days ago
Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Achieved significant automotive market outperformance with 12.7% organic growth against a 3% decline in global light vehicle production, driven by high take rates in China and strong demand for Lumbar and Massage solutions.
Successfully validated technology transferability by securing two major North American furniture brands, providing visibility to $50 million to $100 million in home and office revenue by 2028.
Advanced medical market strategy through the FDA 510(k) clearance of ThermAffyx, a patient-warming solution derived from core automotive intellectual property.
Acquired Innovative Medical Equipment (IME) to gain immediate access to the Veterans Administration channel, creating a cross-selling platform for the broader thermal management portfolio.
#million
Achieved significant automotive market outperformance with 12.7% organic growth against a 3% decline in global light vehicle production, driven by high take rates in China and strong demand for Lumbar and Massage solutions.
Successfully validated technology transferability by securing two major North American furniture brands, providing visibility to $50 million to $100 million in home and office revenue by 2028.
Advanced medical market strategy through the FDA 510(k) clearance of ThermAffyx, a patient-warming solution derived from core automotive intellectual property.
Acquired Innovative Medical Equipment (IME) to gain immediate access to the Veterans Administration channel, creating a cross-selling platform for the broader thermal management portfolio.
#million
4 days ago
Rep. Alexandria Ocasio-Cortez, D-N.Y., came under fire after claiming the House-passed National Defense Authorization Act (NDAA) would "merge parts of our military with the Israel Defense Forces," drawing accusations that she distorted what the legislation actually does.
The fight centers on Section 219 of the House-passed National Defense Authorization Act, a provision that calls for deeper U.S.-Israel defense integration through expanded cooperation on military technology, supply chains, research, artificial intelligence, cybersecurity and joint exercises.
On Wednesday, the House passed its version of the FY2027 NDAA in a 219-206 vote, leaving Section 219 intact.
But ahead of the vote, Ocasio-Cortez wrote on X that the NDAA "includes a provision to merge parts of our military with the IDF."
The Us-israel Strategic Alliance – Partnership, Not Charity
#passed #national #authorization
The fight centers on Section 219 of the House-passed National Defense Authorization Act, a provision that calls for deeper U.S.-Israel defense integration through expanded cooperation on military technology, supply chains, research, artificial intelligence, cybersecurity and joint exercises.
On Wednesday, the House passed its version of the FY2027 NDAA in a 219-206 vote, leaving Section 219 intact.
But ahead of the vote, Ocasio-Cortez wrote on X that the NDAA "includes a provision to merge parts of our military with the IDF."
The Us-israel Strategic Alliance – Partnership, Not Charity
#passed #national #authorization
4 days ago
Nvidia Corporation's (NVDA) reported decision to delay the launch of its RTX 50 Super due to soaring GDDR7 memory prices may seem like bad news for the GPU market, but it could create an unexpected opportunity for Micron Technology (MU). According to Wedbush, the delay highlights just how tight the memory market has become, reinforcing the pricing power of memory suppliers like Micron rather than signaling weakening demand.
The reported issue is not with Nvidia's GPU chips themselves but with the cost of the new 3GB GDDR7 memory modules used in the upgraded graphics cards. Industry reports suggest these chips now cost roughly three times as much as traditional 2GB modules, making it difficult for Nvidia and its board partners to launch new products without significantly increasing retail prices. So, Nvidia has allegedly postponed the rollout despite hardware already being ready for distribution.
Dear ****** eX Stock Fans, Mark Your Calendars for July 23
The Biggest Risk to ****** eX Stock Comes After Earnings. Here Are The Numbers You Should Keep An Eye On.
Walmart Stock's Extended Downturn Could Trigger a Possible Comeback
#delay
The reported issue is not with Nvidia's GPU chips themselves but with the cost of the new 3GB GDDR7 memory modules used in the upgraded graphics cards. Industry reports suggest these chips now cost roughly three times as much as traditional 2GB modules, making it difficult for Nvidia and its board partners to launch new products without significantly increasing retail prices. So, Nvidia has allegedly postponed the rollout despite hardware already being ready for distribution.
Dear ****** eX Stock Fans, Mark Your Calendars for July 23
The Biggest Risk to ****** eX Stock Comes After Earnings. Here Are The Numbers You Should Keep An Eye On.
Walmart Stock's Extended Downturn Could Trigger a Possible Comeback
#delay
4 days ago
This article was originally published on ETFTrends.com.
International stocks are performing admirably this year. As of July 22, the MSCI ACWI ex-US Investable Market Index, which combines developed and emerging market equities, is higher by 11.51%. Sounds good and it is, but investors should dig deeper.
Artificial intelligence (AI)-adjacent and technology stocks, many hailing from emerging markets, have been key contributors to international equity upside this year. As a result, markets such as South Korea and Taiwan loom large in some supposedly diverse international ETFs. Plus, some of those funds now devote significant percentages of their portfolios to growth stocks.
For investors looking to defray some of those risks while adding more value exposure to their portfolios, the ALPS O'Shares International Developed Quality Dividend ETF (OEFA) is an idea to consider. With its emphasis on quality traits and dividend growth, OEFA could be an ideal complement to growth-heavy portfolios and for investors looking for a more prudent way to gain international exposure.
With the S&P 500 heavily allocated to AI-related stocks and with the same becoming true of some developing markets, developed market exposure – attainable via OEFA – becomes all the more compelling because the sector-level profiles in many developed markets don't resemble those found here in the U.S.
#international #stocks #market
International stocks are performing admirably this year. As of July 22, the MSCI ACWI ex-US Investable Market Index, which combines developed and emerging market equities, is higher by 11.51%. Sounds good and it is, but investors should dig deeper.
Artificial intelligence (AI)-adjacent and technology stocks, many hailing from emerging markets, have been key contributors to international equity upside this year. As a result, markets such as South Korea and Taiwan loom large in some supposedly diverse international ETFs. Plus, some of those funds now devote significant percentages of their portfolios to growth stocks.
For investors looking to defray some of those risks while adding more value exposure to their portfolios, the ALPS O'Shares International Developed Quality Dividend ETF (OEFA) is an idea to consider. With its emphasis on quality traits and dividend growth, OEFA could be an ideal complement to growth-heavy portfolios and for investors looking for a more prudent way to gain international exposure.
With the S&P 500 heavily allocated to AI-related stocks and with the same becoming true of some developing markets, developed market exposure – attainable via OEFA – becomes all the more compelling because the sector-level profiles in many developed markets don't resemble those found here in the U.S.
#international #stocks #market
