Investing News and Headlines

GLD: My Second-Largest Portfolio Position, On Path To Become My Largest Holding

GLD remains a buy as its fundamentals stay strong despite recent price swings. The SPDR Gold Shares ETF has generated nearly a ten‑fold return since inception and now manages over $174 billion backed by 1,080 tonnes of gold. Retail physical‑gold sales are...

Google Bigger than India GDP? Sanjeev Bikhchandani Exposes the Flaw in that Viral Claim

A viral post claimed Google’s $4 trillion market capitalisation exceeds India’s GDP, prompting entrepreneur Sanjeev Bikhchandani to debunk the analogy. He explained that market cap is a stock measure reflecting investor expectations, while GDP is a flow metric tracking annual economic...

Pax Silica Pact: India Plugs Into US Tech Alliance to Secure Chips, AI and Critical Minerals

India signed the Pax Silica Declaration at the India AI Impact Summit, formally joining the U.S.-led technology coalition that spans semiconductors, artificial intelligence and critical minerals. The pact reinforces a full‑stack supply‑chain partnership aimed at reducing reliance on hostile or coercive...

Could Medical Care Help Cure China’s Services Trade Deficit?

China’s medical tourism is gaining traction as foreign patients praise rapid, affordable care in megacities like Shanghai and Beijing. While the absolute number of inbound patients remains modest, industry insiders see a growing pipeline driven by visa‑free entry, expanding international...

Why Global Capital Is Looking at India Differently This Year

India’s economy is gaining traction through robust digital public infrastructure and maturing regulatory frameworks, positioning it as a distinct asset class for global investors. The latest Union Budget underscores this shift by offering a 20‑year tax holiday and a flat...

China’s Submarine Surge Testing Pacific’s Undersea Balance

China’s nuclear‑submarine production has accelerated dramatically, with the Bohai shipyard launching more hulls in 2021‑25 than the entire previous decade and overtaking the United States in annual launches for the first time. The yard now produces roughly two Type‑093B attack...

$2.4B AUM Wells Fargo Team Launches Jacksonville, Fla., RIA

US Market | Credit Concerns Mount: Blue Owl Shake-Up Weighs on US Financial Stocks

Blue Owl Capital announced the sale of $1.4 billion of assets across three credit funds and permanently halted redemptions in one fund to return capital and reduce leverage. The announcement triggered a broad sell‑off in listed alternative‑asset managers such as Apollo,...

Delaware Duo Managing $1B Leave Merrill To Join Janney

RSBT ETF: It's A Directional Bet, Not A Diversification Vehicle

The Return Stacked Bonds & Managed Futures ETF (RSBT) posted a 12.25% year‑over‑year price gain after a tough 2022‑23 inflation cycle. The fund allocates capital between the AGG bond ETF and a suite of trend‑following managed‑futures strategies, positioning it as...

Rupee Declines 27 Paise to 90.95 Against US Dollar in Early Trade

The Indian rupee slipped to 90.95 per U.S. dollar in early Friday trade, down 27 paise from its previous close. The decline was driven by a firmer dollar, higher Brent crude at $71.77 a barrel, and escalating U.S.-Iran tensions. Domestic...

Pakistani PM Holds Talks with Rubio After Washington Summit

Pakistan’s Prime Minister Shehbaz Sharif met U.S. Secretary of State Marco Rubio in Washington on Feb 19, focusing on cooperation in critical minerals, energy, counter‑terrorism and potential American investment. The discussion also highlighted Pakistan’s backing of President Donald Trump’s Gaza peace plan...

Global Market | Japan’s Tightening Cycle Could Redraw the Map of Global Market Liquidity

The Bank of Japan has ended its ultra‑easy stance, pushing policy rates to the highest level in decades and pricing in another hike. Higher domestic yields are likely to trigger repatriation of Japanese savings, cutting the flow of low‑cost funding...

First Citizens, Buyer Of Collapsed SVB, Weighs Another Target

Indonesian Tycoon Mochtar Riady’s OUE REIT Seeks Buyers For Prime Singapore CBD Tower

OUE Commercial REIT, controlled by Indonesian tycoon Mochtar Riady, is seeking buyers for its flagship One Raffles Place tower in Singapore’s CBD. The sale, handled by CBRE and JLL, targets a reserve price of up to S$2.4 billion, roughly 24% above...

Infra Sector Outlook Cautious as Weak Q3 Performance Leads to 4% YoY Contraction: Nuvama Research

India's infrastructure sector posted a 4% year‑on‑year revenue contraction in Q3 FY26, driven by eroding order books, payment delays, prolonged monsoons and construction bans. Average EBITDA margin slipped 40 basis points to 10.1%, while adjusted PAT margin fell to 5.2%....

Wells Fargo Advisors Lures Former J.P. Morgan Advisor Duo With $3.1B

Goldman's Petershill Seeks $5 Billion For New Flagship Fund

Goldman: Gold to Grind Higher to $5,400/Oz by End-2026 on Strong Demand

Goldman Sachs projects gold prices to climb to $5,400 per ounce by the end of 2026, driven primarily by renewed central‑bank buying and modest private‑investor inflows linked to Federal Reserve rate cuts. The forecast assumes a conservative base case with...

FXR: Sophisticated Strategy With A High Fee Lagging XLI, A Hold

The First Trust Industrials/Producer Durables AlphaDEX® Fund (FXR) has underperformed the sector benchmark XLI since its 2007 launch, delivering a CAGR 1.38 % lower while exhibiting higher volatility and deeper drawdowns. Despite a sophisticated AlphaDEX screening process and a modest value...

Tax Implications of Adding Someone to a Bank Account: Rules and Tips

Adding someone to a bank account can simplify money management but creates tax, estate, and liability issues. Joint ownership is treated as a gift only when funds are withdrawn, potentially exceeding the annual gift‑tax exclusion and requiring a return. Interest...

Vietnam Making the Leap Into AI and Semiconductors

Vietnam is targeting a selective role in the AI and semiconductor value chains, emphasizing manufacturing, testing, packaging and applied AI rather than frontier chip design. The strategy builds on a mature electronics production base, abundant skilled labor and strong ASEAN...

US Pays About $160m Towards Nearly $4bn in UN Dues

The United States transferred roughly $160 million toward its nearly $4 billion UN arrears, a modest contribution amid a broader shortfall. Washington still owes about $2.196 billion for the UN’s regular budget and $1.8 billion for peacekeeping operations. President Trump, long critical of the...

NZD, AUD Fall as RBNZ Says Inflation Returning to Target, No Preset Path

The New Zealand and Australian dollars slipped in Asian trade after the Reserve Bank of New Zealand signaled that inflation is already back within its 2% target band and is expected to stay there for the next year. Governor Adrian Breman emphasized that...

USD Gains on Strong US Data Unlikely to Last; Policy Uncertainty, Political Risks to Cap

MUFG’s Derek Halpenny says the U.S. dollar’s recent rally, sparked by stronger‑than‑expected durable‑goods, housing and industrial production data and hawkish Fed minutes, is unlikely to be sustained. While the minutes hinted at a cautious stance on further rate cuts, Halpenny...

This Biotech ETF Is a Catalyst-Rich Story

Biotech stocks and ETFs rebounded strongly last year, and the ALPS Medical Breakthroughs ETF (SBIO) is positioned to benefit from that momentum. SBIO tracks nearly 90 companies with drugs in Phase II or III trials, but it carries a modest YTD...

Pa. Court Slams The Door On Noncompetes, Backs Breakaway Advisors

REIT Fears Could Give Way to Opportunity with This ETF

Commercial real‑estate REITs have recently slumped amid AI‑related worries, but the dip may create a buying window for investors. The NEOS Real Estate High Income ETF (IYRI) stands out with an almost 11% distribution rate and a 3.15% 30‑day SEC...

Megaport Sees Record Revenue in First Half FY26

Megaport reported a record first‑half FY26, with revenue rising 26 percent to $134.9 million and annual recurring revenue climbing 49 percent to $338 million. EBITDA increased 28 percent to $35.3 million, but post‑tax profit fell to a $19.1 million loss due to $15.8 million acquisition costs. The company...

Quantum eMotion to Transition Trading Operations to NYSE American Exchange

Quantum eMotion Corp. received approval to list its common shares on NYSE American under the ticker QNC, with trading slated to start around February 24, 2026. The move will see the company exit the OTCQB market while retaining listings on the TSX Venture...

Shares of Local Oil Explorers Surge on Supply Disruption Fears

Shares of Indian upstream explorers jumped as Brent crude breached $71 per barrel amid renewed US‑Iran tensions and temporary Strait of Hormuz closures. Oil India rose 5.2% and ONGC gained 3.6%, while downstream marketers HPCL and BPCL slipped nearly 5%...

IMF Warns Venezuela’s Economy and Humanitarian Situation Is ‘Quite Fragile’

The IMF warned that Venezuela’s economy and humanitarian situation remain “quite fragile,” citing triple‑digit inflation, a sharply depreciating currency and public debt at roughly 180 percent of GDP. The country has seen massive emigration, with about 8 million people leaving since 2014,...

How Do You Modernise Mango Farming?

India produces roughly 23 million tonnes of mangoes annually, yet climate‑driven season shifts and rising input costs are eroding yields. Researchers at ICAR have sequenced the mango genome, accelerating breeding of temperature‑resilient and pest‑tolerant varieties. Farmers like Upendra Singh and Neeti...

Texas Roadhouse Gets a Pass From Wall Street. What's Next Might Be Out of Its Control

Texas Roadhouse reported Q4 2025 revenue of $1.48 billion and EPS of $1.28, both missing Wall Street expectations. Comparable restaurant sales rose 4.2% for the quarter but accelerated to 8.2% in the first seven weeks of 2026, indicating resilient demand. The...

Japan Inflation Slows to 1.5% in January, Core Measures Ease. What Will the BoJ Think?

Japan’s consumer price index slowed sharply in January, with headline inflation dropping to 1.5% year‑over‑year, the lowest level since March 2022 and below expectations. Core inflation excluding fresh food eased to 2.0% YoY, while the core‑core measure fell to 2.6%,...

Amicus Therapeutics Inc (FOLD) Q4 2025 Earnings Call Transcript

Amgen reported double‑digit revenue and earnings growth for 2025, driven by strong performance across its oncology, rare‑disease, biosimilar and general‑medicine portfolios. Fourteen products surpassed $1 billion in sales, with Repatha, Evenity and Tespire each posting over 30% year‑over‑year growth. The company...

Array Digital Infrastructure Inc (AD) Q4 2025 Earnings Call Transcript

Array Digital Infrastructure closed a $1.018 billion AT&T spectrum sale in January 2026, triggering a $726 million special dividend and enabling TDS Telecom to retire its final $150 million term loan. The company raised its long‑term fiber build target to 2.1 million service addresses...

Oil States International Inc (OIS) Q4 2025 Earnings Call Transcript

Oil States International reported fourth‑quarter 2025 revenue of $178 million, up 8% sequentially and year‑over‑year, as offshore and international operations drove growth. Adjusted consolidated EBITDA rose 9% to $23 million, hitting the top of management’s guidance range. Cash flow from operations surged...

Harmonic Wraps Up 2025

Harmonic reported record quarterly broadband bookings of $346.9 million in Q4 2025, driving total net revenue to $157.3 million. Continuing operations generated $98.2 million in revenue and a modest $2 million net income. The company deployed its cOS broadband platform to 146 commercial customers, covering...

Turkmen Leader’s Visit to United States Remains Shrouded in Mystery

Turkmen President Gurbanguly Berdymukhamedov made a low‑profile trip to the United States from February 16‑18, with reports suggesting a possible meeting at President Trump’s Mar‑a‑Lago club. Turkmen state media offered only vague remarks about fostering "mutually beneficial cooperation," while U.S. officials...

Civil War-Torn Sudan Sits On Unexplored Mineral Riches Worth Billions

Sudan, despite a civil war that began in 2023, is courting foreign investors to develop its largely untapped mineral portfolio that includes gold, copper, uranium and rare‑earth elements. Gold production set a new record of 70 tonnes in 2025, generating...

Cogent Communications Holdings Inc (CCOI) Q4 2025 Earnings Call Transcript

Cogent Communications reported Q4 2025 revenue of $200.1 million, a modest 0.6% sequential decline, while on‑net services grew 7.8% year‑over‑year and now represent 58% of total revenue. Off‑net revenue contracted 17.9% YoY, but the high‑margin Wavelength business surged 74% YoY, expanding to...

Costamare Bulkers Holdings Ltd (CMDB) Q4 2025 Earnings Call Transcript

Safe Bulkers (CMDB) reported adjusted earnings of $0.14 per share for Q4 2025 and declared a $0.05 dividend. The company held $385 million in total liquidity, with $167 million cash and $218 million of undrawn revolving credit. Operating expenses rose 13% year‑over‑year to...

Anglogold Ashanti PLC (AU) Q4 2025 Earnings Call Transcript

Centerra Gold reported nearly $100 million of free cash flow in the quarter, driven by strong production at Öksüt and elevated metal prices. Gold output reached almost 82,000 ounces and copper 13.4 million pounds, while all‑in sustaining costs rose to $1,652 per...

ICMA Responds to FCA Consultation on Improving the UK Transaction Reporting Regime

ICMA responded to the FCA’s CP25/32 consultation on improving the UK transaction‑reporting regime, focusing on MiFIR cash‑bond reporting and the SFTR repo reporting framework. The feedback was produced by two dedicated ICMA working groups—a newly formed MiFIR Transaction Reporting Taskforce...

ESAB Corp (ESAB) Q4 2025 Earnings Call Transcript

Westinghouse Air Brake Technologies Corp reported Q4 2025 revenue of $2.97 billion, a 14.8% year‑over‑year increase, and adjusted EPS of $2.10, up 25%, while GAAP EPS fell 4.1% due to restructuring charges. The company expanded its multiyear backlog to $27 billion, up...

PPL Corp (PPL) Q4 2025 Earnings Call Transcript

PPL Corp reported fourth‑quarter 2025 earnings with ongoing EPS of $1.81 per share, a 7.1% year‑over‑year increase that hit the midpoint of its guidance. The utility raised its quarterly dividend to $0.285 and reaffirmed a 4‑6% dividend growth target while...

AdvanSix Inc (ASIX) Q4 2025 Earnings Call Transcript

AdvanSix reported a strong finish to 2025, delivering $157 million of adjusted EBITDA and expanding its margin to 10.3%, up 90 basis points year‑over‑year. Q4 sales rose 9% to $360 million, driven by an 11% volume increase and modest pricing gains, while...

Bath & Body Works Inc (BBWI) Q4 2026 Earnings Call Transcript

Edgewell Personal Care closed its feminine‑care divestiture on Feb. 2, 2026 and reported Q1 2026 results on a continuing‑operations basis. Organic net sales slipped 0.5% overall, with North America posting a near‑1% increase driven by a 60% jump in Sun Care and solid...