Xperi Surpasses Street Expectations On Q4 Results
Xperi Corp. reported fourth‑quarter results that topped Wall Street revenue forecasts, marking a notable beat against consensus estimates. CEO Jon Kirchner highlighted that 2025 saw the company hit key milestones across its core franchises, including DTS AutoStage, TiVo, and HD Radio. The stronger top line reflects robust demand for the firm’s licensing and automotive audio solutions. Management signaled confidence that the momentum will carry into the next fiscal year as it pursues its long‑term growth agenda.
VEON to Release FY25 Earnings Update on March 13, 2026
VEON Ltd. announced that it will publish its FY 2025 fourth‑quarter and full‑year financial results on March 13, 2026 at 8:00 GST (00:00 EST). A results conference call with senior management is set for 16:00 GST (08:00 EST) the same day. The company will stream the presentation...
India Braces for Unusually Hot March that Can Put Key Crops at Risk, Sources Say
India is expected to experience one of its warmest Marches on record, with temperatures projected up to 7 °C above normal in Punjab, Haryana, Rajasthan, Uttar Pradesh and parts of Madhya Pradesh. These states produce more than 80 % of the nation’s...
HANetf Plans Drones UCITS ETF
HANetf announced plans to launch a UCITS exchange‑traded fund that gives investors exposure to companies developing unmanned aerial systems. The fund targets firms across military, public‑safety and commercial drone applications as the sector expands. Market forecasts show civil UAS revenue...
Golden Agri-Resources Sustains Strong Performance for Full Year 2025
Golden Agri-Resources reported a record FY 2025 revenue of US$12.95 billion, up 19% year‑on‑year, and EBITDA of US$1.26 billion, a 14% increase, maintaining a 9.7% margin. Net profit rose 10% to US$400 million despite a sharp drop in foreign‑exchange gains. The Board proposed...
ECB President Lagarde: My Baseline Is that I Will Stay Until the End of My Term
ECB President Christine Lagarde told reporters her baseline assumption is that she will remain in office until the end of her six‑year term. Analysts note her wording leaves room for an earlier exit, a scenario that has been floated in...
Melco Included in the S&P Global Sustainability Yearbook 2026
Melco Resorts & Entertainment has been named to the S&P Global Sustainability Yearbook 2026 after ranking in the 96th percentile of the 2025 Corporate Sustainability Assessment, up from the 92nd percentile last year. Inclusion requires a top‑15% industry score and...
Zimbabwe's Lithium Ban Likely Short‑Lived, Minimal GDP Impact
The Zimbabwe export ban seems to be due to transfer pricing, ie producers understating grade/value of exports. Similar to what we saw from the Chinese company that operated Bald Hill in Australia a few years ago. On my calcs, average Zimbabwe...
Market Talks: Market Moves Since the Fertilizer Latino Americano Conference
In this episode, Argus Brazil editor Renata Cardarelli and fertilizer specialist Gisele Augusto review how Brazil and the Southern Cone fertilizer markets have evolved a month after the Fertilizer Latino-Americano (FLA) conference. They note a sharp slowdown in RIA deals,...
Wall Street Says the Stock Market's Return in 2026 Will Crush the 30-Year Average
Wall Street analysts project the S&P 500 will close 2026 near 7,650 points, delivering roughly a 12% annual return. That outpaces the index’s 30‑year historical average of 8.1% and the 20‑year average, though it trails the 10‑year pace. The median forecast...
Billionaire Stephen Mandel Dumped His Fund's Entire Stake in Meta Platforms -- Meaning This AI Stock Is Lone Pine's New...
Billionaire Stephen Mandel’s Lone Pine Capital sold its entire Meta Platforms stake—about $971 million, representing 7.1% of the fund—by the end of Q4 2025. The hedge fund’s exit appears driven by profit‑taking and concerns over Meta’s aggressive AI capital‑expenditure. In its...
Drax Earned Less in 2025
British power producer Drax reported lower 2025 earnings, with adjusted EBITDA falling to £947 million from £1.064 billion, driven by weaker power prices. The company improved its balance sheet, cutting net debt to £784 million and raising earnings per share to 137.7 p, enabling...
Bull of the Day: Fabrinet (FN)
Fabrinet reported record fourth‑quarter revenue of $753.3 million, a 15% year‑over‑year increase, and posted a new high EPS of $2.41. The board approved an additional $139.5 million share‑repurchase program, underscoring confidence in cash flow. Analysts upgraded the company to a Zacks Rank...
Douro Labs Pushes SEC to Modernize Vendor Display Rule
Douro Labs has filed a comment letter urging the SEC to modernize Rule 603 of Regulation NMS, which currently mandates that broker‑dealers display SIP‑derived NBBO and last‑sale data. The firm argues the rule’s technology‑specific language is outdated and proposes a technology‑neutral “Fair...
Northern Trust Adds Berenberg to Its Framework of Dynamic Currency Hedging Solutions
Northern Trust announced the addition of Berenberg’s AI‑driven foreign‑exchange models to its dynamic currency‑hedging framework. The partnership lets institutional clients embed third‑party, model‑based strategies and adjust hedge ratios in real time across the US, UK, Europe, Australia and Canada. By...
Fire Horse Freight Frenzy: VLCC Markets Smash Records in Supertanker Anniversary Year
The 2026 Year of the Fire Horse marks the 60th anniversary of the world’s first VLCC, Idemitsu Maru, and has sparked a surge in supertanker charter rates, with spot prices topping $200,000 per day and rumors of a one‑year deal...
Christine Lagarde: Hearing of the Committee on Economic and Monetary Affairs of the European Parliament
Christine Lagarde told the European Parliament that euro‑area inflation has fallen sharply, reaching 1.7% in January and hovering near the ECB’s 2% target. Despite the data, surveys show households still perceive price growth about 1.2 percentage points higher than official...
Gains Fade as Bears Take Hold: Sensex Slips 225 Points by Midday
Indian equity benchmarks reversed early gains, with the BSE Sensex slipping 225 points to 82,050 and the NSE Nifty 50 falling 0.26% to 25,415 by midday. Selling pressure was concentrated in power, energy and consumer stocks, while auto and healthcare names...
Record Dividend Amid Profit Dip Raises Order Book Questions
Velesto Energy just reported a profit dip for FY25, yet they are paying out the highest dividend in the company's history. Is the RM1.3 billion order book enough to offset lower rig utilization and declining charter rates? Here is the breakdown of...
Great Liquidity Partnerships Are Built on Trust
Alex Mackinnon, CEO of Finalto Asia, argues that regulation has become a catalyst rather than a constraint, enabling the liquidity market to mature and gain trust. He highlights Finalto’s multi‑asset prime brokerage model, which spans equities, commodities, crypto, FX and...
Jonathan Tepper on The Myth of Capitalism, His "Shooting Up" Memoir and $BKMG | S08 E07
In this episode, Tobias Carlisle and Jake Taylor interview Jonathan Tepper, founder of Previt Capital and author of *The Myth of Capitalism*. Tepper explains his investment approach—buying high‑quality, dominant companies at a discount to intrinsic value—and illustrates it with the...
Stocks to Buy: Nagaraj Shetti Recommends Aurobindo Pharma, NMDC Shares to Buy
Indian equities opened with modest gains but reversed by early afternoon, as the Sensex fell 0.34% to 81,994 and the Nifty slipped 0.25% to 25,421. Profit‑taking, a seven‑month peak in crude‑oil prices, and renewed US‑Iran nuclear tensions pressured sentiment despite...
IT Sector Valuations Turn Attractive After AI Sell-Off: Emkay; Adds Infosys, HCL Tech; Exits Mphasis in Portfolio Reset
Emkay Global has turned marginally overweight on the Indian IT sector after an AI‑driven sell‑off made valuations appear attractive. The brokerage cites price‑to‑earnings multiples of 14‑18× and free‑cash‑flow yields of 4‑6% as evidence of value. It projects a potential total...
Munich Re’s Net Result Exceeds Target in 2025 at over €6.1bn
Munich Re posted a €6.121 billion net result for 2025, surpassing its €6.0 billion target and marking the fifth consecutive year of outperformance. The reinsurance arm contributed €5.204 billion, buoyed by strong property‑and‑casualty and life‑and‑health segments, while group insurance revenue held steady at...
Banker on Wheels Broker Review Methodology (v2.0)
Banker on Wheels released version 2.0 of its broker review methodology, introducing a dual‑score system that separates an absolute score (company, fee, platform) from a relative category ranking. The absolute score applies a uniform 35 % company, 35 % fee, 30 % platform weighting,...
Booming Markets Propel Hong Kong Exchange’s Profits to Record High
Hong Kong Exchanges and Clearing reported a second‑year profit record in 2025, with attributable earnings up 36% to US$2.3 billion and total revenue hitting US$3.7 billion. The exchange reclaimed its position as the world’s leading IPO venue, hosting 119 listings that raised...
Thailand’s Gulf Energy Seeks More April LNG
Thai private‑sector importer Gulf Energy announced a new tender for two additional April LNG cargoes, targeting delivery windows of 22‑23 April and 25‑26 April. The offers are to be priced against the northeast Asian spot LNG index, with the tender closing on...
Nvidia’s Comments on Supplies for Gaming Chips: Tight for a Couple of Quarters
Nvidia CFO Colette Kress told analysts that the current shortage of graphics chips and cards for gaming rigs will persist for the next few quarters. The tight supply stems from Nvidia’s aggressive allocation of fab capacity to higher‑margin AI accelerators....
Better Collective Posts Record EBITDA Amid Revenue Headwinds
Better Collective reported Q4 2025 revenue of €94.3 million, a 2% YoY decline but flat in constant currencies, while achieving a record quarterly EBITDA before special items of €37 million (39% margin), beating consensus. Full‑year revenue fell 9% to €337 million and EBITDA...
Waste Not, Want Not: DRDGold’s R2.7bn Bonanza
DRDGold has surged from a marginal waste‑dump miner to a R47.6bn market‑cap company, driven by soaring gold prices and a shift to unhedged cash flow. In the six months to December 2025 the firm posted R2.7bn operating profit on R5bn...
Trade Doesn't Flow on Roads − It Flows on Data
Africa’s trade potential hinges on overhauling its digital infrastructure, not just fixing ports or roads. Current IoT systems rely on permanent roaming SIMs and single‑core networks that crumble at borders, inflating costs and risk. Surveys show operators are shifting to...
UK Wants to Ban Firms From Insuring Russian Oil
The United Kingdom announced it will back a full ban on maritime services – including insurance and shipping – for Russian crude and refined oil, moving beyond the existing $44.10‑per‑barrel price‑cap rule. Trade Minister Chris Bryant said the UK will...
SBI Life Declares Interim Dividend of ₹2.7, Stock Rises Around 1.5% - Check Record Date Here
SBI Life Insurance announced an interim dividend of ₹2.7 per share for FY26, with a record date of March 6 and payout scheduled by March 27. The declaration lifted the stock about 1.5% in early trade, trading near ₹2,094. In Q3 FY26...
Lucas Birdsall on the Impact of Copper and Silver Production on COMEX Futures
Venture capitalist Lucas Birdsall highlights how surging demand for copper and silver—driven by electric vehicles, renewable energy and electronics—is outpacing production capacity. S&P Global projects copper consumption could rise to 42 million metric tons by 2040, while silver’s photovoltaic share sits...
Celio’s Francois Gomez Bets on Bigger Stores, Honest Pricing and Sharper India Play
At the ET Retail GIRS 2026 conference, Celio COO Francois Gomez outlined a new growth plan for India, emphasizing larger‑format stores and a shift away from discount‑driven sales. The brand will prioritize honest pricing and its core apparel DNA—suits, polos, shirts and...
Scrap Metal Sector Calls for Broader Changes as Price-Fixing Probe Highlights Fault Lines
South Africa’s Competition Commission has raided four scrap‑metal firms amid a price‑fixing investigation, prompting the Metals Recyclers Association (MRA) to call for a full, independent inquiry into the sector’s policy framework. The MRA argues that the Price Preference System, export...
More Funds ≠ True Diversification; Look Deeper
Most people think diversification means owning lots of different funds. A client came to me with 17 funds across 4 fund houses. "My advisor said this was maximum diversification." When I showed him what he actually owned underneath, something broke.
Ecuador to Extend Mirador Mine Contract, Enable Norte Expansion
Ecuador plans a Mirador copper mine contract extension in 1H 2026 to unlock Mirador Norte expansion. https://www.metalnomist.com/2026/02/mirador-copper-mine-contract-extension.html
Private Credit in Emerging Markets Surges to Record Levels:
Private credit allocations to emerging markets hit record levels in 2025‑2026, shifting capital from traditional hubs to cities like Mumbai, São Paulo, Mexico City, and Jakarta. The surge is driven by bank retrenchment, robust demographic growth, and attractive relative yields compared...
Bailey Pushes New FSB Initiative for Cross‑border Payments
Bailey makes new FSB bid to kickstart cross-border payments work https://t.co/iC7ZiAlciT via @LauraNoonanX @Alemrome https://t.co/sSnw6BJ8QB
300th Stock Club: Revisiting 13‑stock Legacy, New 10‑year Picks
Our 300th episode of Stock Club has dropped. Mike and I review the 13 stock portfolio from an early show 7 years ago (it has one 24 bagger in it) — and we each pitch three to buy now and...
Evergreen Alternative Funds Surge to $493 Billion:
Evergreen alternative funds have surged to roughly $493 billion, marking a pivotal shift in asset management. By offering continuous capital deployment and periodic liquidity, they eliminate the timing constraints of traditional closed‑end structures. Wealth managers and high‑net‑worth investors gain public‑market convenience...
UBS Predicts 20% Chinese Stock Rally on Inflation
Chinese stocks may gain another 20% as rising inflation expectations translate into better earnings, according to UBS Securities Asia https://t.co/X14DnpuQpY
China's Rare Earth Export Curbs Still Limit US Supply
Chinese rare earth export controls are still choking off lots of material to the US
Amazon Becomes the Most-Owned Stock Among Hedge Funds:
Amazon has become the most‑owned stock in hedge‑fund portfolios, overtaking Microsoft and Nvidia. The shift reflects Amazon’s transition from a high‑growth, low‑margin e‑commerce model to a cash‑flow‑generating infrastructure platform spanning cloud, logistics and AI. Over the past two years the...
Semiconductor Index Delivered Over Tenfold Returns Decade‑Long
The PHLX Semiconductor index: ASML, TSMC, Texas Instruments, AMD, Nvidia, NXP, Qorvo, Qualcomm, Applied Materials, Broadcom etc. More than a ten-bagger in the past decade https://t.co/P0OKb3JVYf
Trump's Pressure Pushes Modi to Diversify India’s Trade Partners
#IndiaWatch🇮🇳: Thanks to Trump’s threats and tariffs, Modi has pivoted and opened India’s doors to Japan, Brazil, Canada & the EU. MODI IS FASTER ON HIS FEET THAN YOU THINK. https://t.co/I5SCjNBPfI
Hedge Funds Push Into Quantum Computing:
Hedge funds are increasing exposure to publicly traded quantum computing firms such as IonQ, Rigetti and D‑Wave, moving the technology from venture‑capital niches to institutional portfolios. They employ structured, risk‑managed strategies—pairing longs with shorts, using options, and limiting volatility—to capture...
Activist Pressure, Not Weak Yen, Drives Real Improvements
Seems to me that the biggest improvements have been in firms: - Shamed into increasing their P/B to 1.0x - Targeted by shareholder activists like Oasis - Already had the right mindset, eg Hitachi / Itochu - Illusory improvement from the weak yen https://t.co/KxTgEB3c9O https://t.co/DoX7UvP2gs
Southdale Center Turns 70; Then What?
Southdale Center, America’s first indoor mall, celebrated its 70th anniversary after Simon Property Group completed a $400 million renovation that added a high‑end luxury wing featuring brands such as Gucci and Louis Vuitton. The upgrade makes Southdale the Midwest’s most concentrated...