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Australia Job Advertisements Rise 2.5% in August Australian job advertisements strengthened in August, providing a positive signal for labor demand.

Australian job advertisements strengthened in August, providing a positive signal for labor demand. ANZ Job Advertisements increased 2.5% month over month, accelerating from a...

09-07-26

Indonesia’s Foreign Exchange Reserves Rise to $146.5 Billion in August Indonesia’s foreign exchange reserves increased in August, strengthening the country’s

increased in August, strengthening the country’s external financial buffer. FX reserves rose to $146.5 billion from $145.3 billion in the...

09-07-26

Thailand Inflation Accelerates to 2.53% in August, Above Forecasts Thailand’s inflation accelerated more than expected in August, with both headline

Thailand’s inflation accelerated more than expected in August, with both headline and core consumer prices exceeding market forecasts. Headline CPI rose 2.53% year over...

09-07-26

Singapore Retail Sales Growth Slows to 1.5% in July Singapore’s retail sales continued to expand in July, although annual growth

Singapore’s retail sales continued to expand in July, although annual growth slowed considerably from the previous month. Retail sales increased 1.5% year over year...

09-07-26

Japan’s Leading and Coincident Indicators Rise 1.7% in July Japan’s latest economic indicators pointed to improving momentum in July, with

Japan’s latest economic indicators pointed to improving momentum in July, with both the Leading Index and Coincident Indicator posting stronger monthly gains. The Coincident...

09-07-26

Iran Says It Targeted Oil Tankers in Response to US Strikes

Iran said it targeted three oil tankers using an unauthorized route through the Strait of Hormuz, as well as a number of US-linked ships,...

finance.yahoo.com 09-06-26

Inflation data, Oracle earnings, and an energy supply crunch: What to watch this week

Two questions are set to lead the week: Will the data push the Fed toward a rate hike, and what can Oracle tell Wall...

finance.yahoo.com 09-06-26

Sysco Secures $750 Million Loan Facility to Help Fund JRD Acquisition Sysco (NYSE: SYY) has established a $750 million senior

Sysco (NYSE: SYY) has established a $750 million senior unsecured delayed-draw term loan facility, with proceeds expected to help finance its previously announced acquisition...

09-06-26

Grindr Settles UK Privacy Lawsuit for £26 Million Grindr (NYSE: GRND) has reached a settlement in a UK group action

Grindr (NYSE: GRND) has reached a settlement in a UK group action concerning historical data practices before 2020, agreeing to pay a total of...

09-06-26

De-dollarization: The End of Dollar Dominance?

Top dollar no more? Discover the factors threatening the dominance of the world’s reserve currency and how this is playing out across markets.

jpmorgan.com 09-06-26

Tesla Robotaxi will be a 24/7 service: here’s when

Tesla AI lead Ashok Elluswamy said this week that 24-hour Robotaxi service is close. Replying on X to a rider who wanted Cybercab trips...

teslarati.com 09-06-26

Costco August Sales Rise 9.9% as Digital Growth Remains Strong Costco Wholesale (NASDAQ: COST) reported another month of solid sales

Costco Wholesale (NASDAQ: COST) reported another month of solid sales growth, with August net sales rising 9.9% year over year to $23.70 billion from...

09-05-26

US DividendsFollow

Nvidia Can Clearly Afford a Bigger Dividend. Why Its Payout Hasn’t Grown.

Nvidia left its quarterly dividend unchanged at $0.25 after reporting Q2 revenue of $96.2 billion, even though the company clearly has the cash to pay more.

(finance.yahoo.com)

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WS News 09-01-26

Dividend Growth Stocks: McDonald's Corporation (MCD) Dividend Stock Analysis

Your source for finding the best dividend growth stocks

(dividend-growth-stocks.com)

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European Investor 08-15-26

National Beverage (FIZZ) Stock Soars After Special Dividend and Fiscal 2026 Results

National Beverage Corp. (NASDAQ: FIZZ) shares surged approximately 13% on Thursday after the company announced a $3.25 per share special cash dividend alongside its fiscal 2026 financial results, boosting investor sentiment despite relatively flat earnings.

The special dividend, payable on or before July 30 to shareholders of record as of July 13, marks the company's thirteenth special cash dividend over the past 22 years. National Beverage said it has returned more than $1.8 billion to shareholders through special dividends during that period.

For fiscal 2026, the maker of LaCroix sparkling water reported net sales of $1.18 billion, compared with $1.20 billion in the prior fiscal year. Net income slipped slightly to $183.6 million from $186.8 million, while diluted earnings per share declined to $1.96 from $1.99.

Despite the modest year-over-year declines, management expressed confidence in the company's outlook, pointing to continued product innovation, a strong balance sheet, and improving market conditions. Cash increased by $156 million during the year to $350 million, providing significant financial flexibility.

The company also highlighted strong momentum from newer LaCroix flavors, including PineApple CocoNut and Strawberry Peach, while noting that easing commodity costs and improving consumer spending trends could support future growth.

# Why FIZZ Stock Rose

Several developments fueled Thursday's rally:

* National Beverage declared a special cash dividend of $3.25 per share.
* The company ended fiscal 2026 with $350 million in cash, up $156 million from the prior year.
* Management expressed confidence in future growth, citing improving market conditions and continued product innovation.
* Investors welcomed the company's long history of returning capital to shareholders through special dividends.

While fiscal 2026 earnings were largely stable compared with the prior year, the sizeable special dividend and upbeat outlook significantly boosted investor sentiment, sending National Beverage shares approximately 13% higher during Thursday's trading session.

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Global Finance News 07-02-26

Paychex, Inc. (Nasdaq: PAYX) has declared a regular quarterly cash dividend on Paychex common stock of $1.19 per share, an increase of $0.11 (or 10%) from the prior quarterly dividend of $1.08 per share, payable on May 29, 2026 to shareholders of record as of May 13, 2026.

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Global Finance News 05-04-26

Kenvue Inc. (NYSE: KVUE) declared a quarterly dividend of $0.2075 per share on its common stock. The quarterly dividend is payable on May 27, 2026, to shareholders of record as of the close of business on May 13, 2026.

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Global Finance News 04-30-26

The Board of Directors of Prologis, Inc. (NYSE: PLD) declared a regular cash dividend for the quarter ending June 30, 2026, on the following securities:

A dividend of $1.07 per share of the company's common stock, payable on June 30, 2026, to common stockholders of record at the close of business on June 16, 2026; and

A dividend of $1.0675 per share of the company's 8.54% Series Q Cumulative Redeemable Preferred Stock, payable on June 30, 2026, to Series Q stockholders of record at the close of business on June 16, 2026.

PRNewswire

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Global Finance News 04-29-26

W.W. Grainger, Inc. (NYSE: GWW) announced a quarterly cash dividend of $2.49 per share, an increase of 10% from the most recent company dividend. The dividend is payable on June 1, 2026, to shareholders of record on May 11, 2026.

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Global Finance News 04-29-26

Corteva, Inc. (NYSE: CTVA) announced a common stock dividend of $0.18 cents per share, payable June 15, 2026, to the Company’s shareholders of record on June 1, 2026.

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The Investor 04-28-26

Williams (NYSE: WMB) approved a regular dividend of $0.525 per share, $2.10 annualized, on the company’s common stock, payable on June 29, 2026, to holders of record at the close of business on June 12, 2026.

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The Investor 04-28-26

Linde plc (Nasdaq: LIN) declared a quarterly dividend of $1.60 per share.

The dividend is payable on June 18, 2026, to shareholders of record on June 4, 2026.

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The Investor 04-27-26

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COINBASE:BTCUSDFollow

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Bitcoin Holds Near $80,000 After Strong U.S. Jobs Report Triggers Sharp Reversal

Bitcoin traded near $79,641 on Saturday, up 0.24%, after recovering from a sharp selloff triggered by stronger-than-expected U.S. employment data.

Bitcoin had climbed above $82,000 before the August jobs report, supported partly by Fed Governor Christopher Waller’s comments favoring unchanged rates if inflation continued to cool. The rally reversed after nonfarm payrolls increased by 162,000, far above expectations, while unemployment remained at 4.1%.

The strong labor data pushed Treasury yields higher and increased expectations for a Federal Reserve rate hike in September, pressuring rate-sensitive assets including cryptocurrencies. Bitcoin subsequently fell below $79,000 before recovering toward $80,000.

Despite the volatility, Bitcoin remains up about 1.4% over the five-day period shown in the chart. Attention now turns to the September 11 U.S. CPI report, which could play a major role in determining the Fed’s next move and Bitcoin’s near-term direction.

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WS Investor 09-05-26

Bitcoin Jumps Above $81,000 as Fed Fears Ease; Strategy and Coinbase Rally

Bitcoin climbed above $81,000 on Friday as easing Federal Reserve rate-hike expectations, lower U.S. Treasury yields and improving regulatory sentiment boosted demand for crypto assets.

Bitcoin traded around $81,089, up 4.2% over 24 hours, after briefly topping $82,000 and reaching its highest level in nearly four months.

Fed Shift Fuels Crypto Rally

The rally accelerated after Fed Governor Christopher Waller signaled support for keeping rates unchanged in September if inflation continues to moderate. The comments pushed Treasury yields lower and reduced expectations for another rate hike.

Crypto-related stocks rallied even more sharply. Strategy (NASDAQ: MSTR) surged roughly 18% Thursday, while Coinbase (NASDAQ: COIN) gained around 10%, benefiting from Bitcoin's rebound and expectations for stronger crypto trading activity.

Regulatory optimism also helped sentiment, with investors watching potential progress on U.S. crypto legislation.

Attention now turns to Friday's U.S. jobs report. Softer employment data could further reduce Fed rate-hike expectations and support Bitcoin, while a stronger report could push Treasury yields higher and challenge the rebound.

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WS Investor 09-04-26

Gold Jumps 2.2% Above $4,500 as Iran Conflict, Lower Yields and Weaker Dollar Fuel Safe-Haven Demand

Gold surged Thursday, with December COMEX futures climbing 2.24% to $4,513.60 an ounce, as renewed U.S.-Iran hostilities combined with falling Treasury yields and a weaker dollar to trigger a sharp rebound in precious metals. Bitcoin also rallied, rising 3.02% to $79,342, as demand strengthened across alternative stores of value.

Gold’s move represents a significant reversal from earlier this week, when rising Treasury yields and expectations for another Federal Reserve rate increase pressured the non-yielding metal. The U.S. 10-year Treasury yield has since retreated toward 4.75%, while the dollar has weakened, reducing two important headwinds for bullion. Spot gold was already advancing before the U.S. session, supported by the pullback in both yields and the dollar.

Geopolitical demand has added another layer of support. The renewed U.S.-Iran conflict has pushed Brent crude back toward $100 a barrel and raised concerns over energy supplies through the Strait of Hormuz. President Donald Trump has indicated that the latest U.S. military operations may not last long, which has provided some hope that the conflict could be contained, but continued attacks and retaliation have kept uncertainty high. (Reuters)

Gold is therefore benefiting from two competing consequences of the conflict. The immediate geopolitical uncertainty increases demand for safe-haven assets, while the recent retreat in bond yields makes holding gold more attractive. At the same time, oil-driven inflation remains a major risk: persistent energy inflation could force the Fed to maintain a more hawkish stance and eventually send yields higher again.

Bitcoin’s simultaneous 3% advance is also notable. BTC has recently benefited from improving technical momentum after a roughly 30% rally, while the U.S. Treasury’s expansion of long-duration debt buybacks has contributed to the move.

Attention now shifts to Friday’s U.S. employment report. A weak payrolls number could reduce expectations for a September Fed rate hike, potentially extending the decline in yields and providing another catalyst for both gold and Bitcoin. Conversely, a strong jobs report could revive rate-hike expectations and test Thursday’s rally, particularly for gold, which remains highly sensitive to real interest rates.

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European Investor 09-03-26

Bitcoin Slides Below $78,000 as Hawkish Fed Outlook Pressures Risk Assets

Bitcoin fell sharply into the weekend, dropping below $78,000 as investors reacted to a more hawkish U.S. monetary-policy outlook and rising short-term Treasury yields.

Bitcoin was trading around $77,521 on Saturday, down 2.51% over the previous 24 hours and about 1.9% over five days. The cryptocurrency briefly traded above $81,000 earlier in the week before reversing sharply on Friday, with the chart showing selling accelerating after Bitcoin lost the $79,000 area.

The key macro catalyst was Federal Reserve Chair Kevin Warsh’s Jackson Hole speech on Friday. Warsh stressed that inflation remains too high and reinforced the Fed’s commitment to returning inflation to its 2% target. Markets responded by increasing expectations for further monetary tightening, pushing the policy-sensitive two-year U.S. Treasury yield higher.

That environment is generally unfavorable for Bitcoin and other risk assets. Higher Treasury yields increase the return available from relatively low-risk assets, while expectations for tighter monetary policy reduce liquidity and can strengthen the U.S. dollar. Bitcoin’s sharp Friday decline therefore broadly coincided with the selloff in gold and the repricing of Fed expectations.

Bitcoin nevertheless remains caught between competing forces. Institutional adoption and long-term demand continue to provide structural support, but the near-term direction may depend heavily on U.S. inflation data and Treasury yields. After falling through $79,000, the $77,000 area has emerged as an important near-term level; a failure to hold it could leave Bitcoin vulnerable to another leg lower.

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WS Investor 08-29-26

Bitcoin Climbs 1.3% as Treasury Buybacks and ETF Inflows Support Crypto Rally

Bitcoin traded around $77,750 on Monday, up roughly 1.3% over the past 24 hours, extending its recent recovery after one of the cryptocurrency's strongest weeks in years.

The move follows a sharp rally that pushed Bitcoin from below $65,000 earlier this month to above $77,000, with the cryptocurrency gaining more than 20% over the past week.

U.S. Treasury bond buying remains a major catalyst

A key driver continues to be the U.S. Treasury's surprise decision to double planned buybacks of longer-dated Treasury securities. The program is intended to improve liquidity in the government bond market, but investors have also interpreted the increased purchases as supportive for financial-market liquidity.

The announcement initially pushed long-term yields lower and weakened the dollar, improving conditions for risk assets such as Bitcoin. Treasury Secretary Scott Bessent's strategy involves increasing purchases of longer-term government debt while relying more heavily on short-term Treasury bill issuance.

Institutional demand adds support

Crypto-specific flows are also strengthening the move. U.S. spot Bitcoin ETFs attracted approximately $1.9 billion in net inflows last week, with inflows recorded during five consecutive trading sessions. The Coinbase Bitcoin Premium Index also turned positive, indicating improving U.S. spot-market demand. Bitcoin is now consolidating near $78,000 after briefly approaching $80,000 last week. The ability to hold the $77,000 area could be important for maintaining the current momentum, while the $79,000-$80,000 region remains a significant near-term resistance zone. (KuCoin)

The combination of Treasury liquidity measures, strong ETF inflows, a softer-dollar narrative and improving regulatory sentiment has therefore created a substantially more supportive backdrop for Bitcoin after months of weakness.

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The Investor 08-24-26

Bitcoin Surges 8% Above $77,000 as Treasury Bond Buybacks and Crypto Policy Optimism Fuel Rally

Bitcoin extended its powerful rebound on Friday, jumping 8.2% to around $77,757 and briefly approaching $80,000. The cryptocurrency has now gained roughly 24% this week, putting it on course for its strongest weekly performance since March 2023.

The latest advance is closely linked to the U.S. Treasury's decision to substantially increase buybacks of longer-dated government bonds. Treasury plans to at least double liquidity-support buybacks of 10- to 30-year securities to $4 billion per operation. Markets have interpreted the move as an attempt to relieve pressure on long-term yields and improve liquidity in the Treasury market.

While the program is not Federal Reserve quantitative easing, it has nevertheless encouraged a "debasement trade." The dollar has weakened as investors question whether attempts to suppress long-term borrowing costs could shift some of the pressure from the bond market into the currency. That environment has simultaneously supported assets such as Bitcoin and gold.

Crypto-specific developments are providing another tailwind. Investors have become more optimistic about U.S. digital-asset regulation following renewed political momentum around the Clarity Act and broader efforts to establish clearer rules for cryptocurrency markets.

The rally is also broad rather than limited to Bitcoin. Ethereum, Solana and XRP have advanced strongly alongside Bitcoin, while crypto-related equities have benefited from the renewed risk appetite.

Bitcoin's move above $77,000 therefore reflects several catalysts working simultaneously: Treasury bond-market intervention, dollar weakness, expectations for improved financial liquidity and regulatory optimism. The combination has transformed what began as a rebound earlier this week into one of Bitcoin's strongest rallies in several years.

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Global Finance News 08-21-26

Trump expected to attend White House meeting with crypto CEOs, sources say

Those involved in a meeting of CEOs from the worlds of crypto, prediction markets and AI anticipate President Donald Trump will take part in next week's gathering.

(coindesk.com)

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European Investor 08-15-26

Live updates: Bitcoin holds $62,600 as the Iran conflict reignites and CPI looms

Trump reinstated the Hormuz blockade, sending oil higher and rate-hike bets up, reversing the peace trade that helped bitcoin recover in early July. Today's inflation print is the next test.

(coindesk.com)

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Global Finance News 07-14-26

Bitcoin (BTC) Falls 1.2% as Cautious Sentiment Keeps Price Below $60,000

Bitcoin (BTC) traded lower on Tuesday, extending its recent weakness as investors remained cautious despite improving sentiment across global equity markets.

At the time of writing, Bitcoin was trading at $59,273.83, down 1.2% over the past 24 hours after failing to reclaim the key $60,000 level.

# Bitcoin Remains Under Pressure

The world's largest cryptocurrency briefly approached $60,000 but failed to sustain momentum, with sellers pushing prices lower as traders continued to assess the outlook for monetary policy and institutional demand.

Unlike U.S. equities, which benefited from easing geopolitical tensions following the U.S.-Iran ceasefire, Bitcoin did not participate in the broader risk-on move and has remained under pressure in recent weeks.

# Macro Headwinds Continue to Weigh

Analysts point to several factors limiting Bitcoin's recovery, including uncertainty surrounding the Federal Reserve's interest-rate outlook, persistent outflows from crypto investment products, and weaker overall demand for digital assets. Recent reports have also highlighted concerns over potential additional Bitcoin supply entering the market from large holders.

# What Investors Are Watching

Market participants continue to monitor:

* Federal Reserve policy expectations.
* Institutional demand for Bitcoin.
* ETF flows and broader crypto market sentiment.
* Key technical support around the $58,000–$60,000 range.

While long-term adoption trends remain intact, Bitcoin has struggled to regain upward momentum in 2026. Until macroeconomic conditions improve or institutional buying strengthens, the cryptocurrency is likely to remain sensitive to interest-rate expectations and shifts in investor risk appetite.

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WS Investor 06-30-26

Bitcoin Holds Above $60,000 as Buyers Return After Sharp Selloff

Bitcoin (BTC) traded around *$60,360* on Saturday, gaining nearly 2% over the past 24 hours as the cryptocurrency rebounded from this week's sharp decline. The recovery comes after Bitcoin briefly slipped below the psychologically important $60,000 level, with buyers stepping in as market sentiment stabilized.

Why is Bitcoin rising?

The latest bounce appears to be driven by bargain hunting following several days of heavy selling that pushed Bitcoin to its lowest levels in months. The price chart shows buyers gradually regaining control, with BTC climbing steadily throughout the past 24 hours and holding above the $60,000 threshold.

While concerns over inflation and the Federal Reserve's interest rate outlook continue to weigh on risk assets, Bitcoin has shown signs of stabilization after the recent wave of liquidations across the crypto market.

What investors should watch

Although the latest rebound has improved short-term sentiment, Bitcoin remains below the highs seen earlier this week, suggesting volatility could persist. Investors will likely monitor macroeconomic developments, institutional fund flows, and whether BTC can establish support above $60,000 before attempting another move higher.

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The Investor 06-27-26

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NASDAQ:NVDAFollow

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Nvidia Gains 2.5% as Rosenblatt and Needham Reiterate Buy Ratings

Nvidia (NASDAQ: NVDA) shares rose about 2.5% as two Wall Street firms reiterated bullish ratings on the AI chip leader.

Rosenblatt Securities analyst Kevin Cassidy maintained a Buy rating on Nvidia with a $390 price target, implying substantial upside from the stock’s current price of $234.07.

Needham & Company analyst N. Quinn Bolton also reiterated a Buy rating, setting a $300 price target.

AI Leadership Supports Bullish Sentiment

The positive analyst calls reinforce Wall Street confidence in Nvidia’s position at the center of the artificial intelligence infrastructure market. The company remains the dominant supplier of GPUs used to train and run advanced AI models, while its broader ecosystem spanning networking, software and accelerated computing strengthens its competitive position.

The two price targets indicate different expectations for Nvidia’s upside, but both firms remain bullish on the stock. Rosenblatt’s $390 target is particularly aggressive, representing roughly 67% upside from the indicated price, while Needham’s $300 target implies about 28% upside.

Nvidia’s 2.5% gain suggests the reiterated Buy ratings are adding to positive sentiment around the AI semiconductor leader.

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Global Finance News 09-04-26

NVIDIA to Acquire Hugging Face for $12.93 Billion, Expanding Its Reach Across the AI Ecosystem

NVIDIA has agreed to acquire Hugging Face for approximately $12.93 billion, bringing one of the world’s largest open artificial intelligence developer platforms under the AI chip leader as it expands its influence beyond computing hardware and deeper into the software and model ecosystem.

Hugging Face has become a central hub for open-source and open-weight AI development. According to NVIDIA, more than 18 million developers, researchers and creators use the platform, which hosts over 3 million models, 500,000 datasets and 1 million applications. More than 200,000 companies use Hugging Face to discover, evaluate, customize and deploy AI models.

Importantly, NVIDIA said Hugging Face will remain an open platform rather than becoming tied exclusively to NVIDIA hardware. Developers will continue to be able to choose their preferred models, frameworks, cloud providers, inference services and computing platforms, and NVIDIA compute will not be required to use Hugging Face. The platform will also continue supporting models from competing developers and multi-cloud and multi-accelerator deployments.

The acquisition could significantly expand NVIDIA’s position across the AI technology stack. NVIDIA already dominates the market for accelerators used to train and run advanced AI models, while Hugging Face provides a major distribution and collaboration layer connecting model developers with enterprises and researchers. NVIDIA said it has already published more than 500 models and over 250 open datasets on Hugging Face and describes itself as the platform’s largest contributor of open models and data.

NVIDIA plans to use its infrastructure, engineering capabilities and global reach to improve Hugging Face’s reliability, model evaluation, safety, inference and deployment capabilities while preserving its open ecosystem.

The $12.93 billion deal represents another major strategic expansion for NVIDIA as competition increasingly moves beyond GPUs toward complete AI platforms encompassing chips, networking, software, models and deployment. Owning Hugging Face could give NVIDIA a much broader role in how millions of developers build and deploy AI while maintaining the platform as a hardware-neutral gateway to the wider AI ecosystem.

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European Investor 09-03-26

Nvidia's next act is bigger than selling AI chips: Chart of the Day

CEO Jensen Huang wants Nvidia to become the architecture of AI, not merely its dominant chipmaker.

(finance.yahoo.com)

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WS News 09-02-26

Nvidia Can Clearly Afford a Bigger Dividend. Why Its Payout Hasn’t Grown.

Nvidia left its quarterly dividend unchanged at $0.25 after reporting Q2 revenue of $96.2 billion, even though the company clearly has the cash to pay more.

(finance.yahoo.com)

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WS News 09-01-26

Analysts Expect Nvidia Stock to Soar 47%, But You Shouldn’t Rush to Buy NVDA Here

Nvidia's mean target price calls for a 47% upside over the next year, but the returns might be much more muted.

(finance.yahoo.com)

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WS News 09-01-26

NVIDIA and MediaTek Expand AI Partnership With $3.5 Billion Investment

NVIDIA and MediaTek announced an expanded strategic partnership Monday covering AI infrastructure, local AI computing and automotive technology. As part of the agreement, NVIDIA has invested $3.5 billion in convertible bonds issued by MediaTek.

A key part of the collaboration will see MediaTek adopt NVIDIA’s NVLink Fusion platform, allowing hyperscalers, cloud providers and AI developers to build custom XPUs that integrate with NVIDIA’s rack-scale AI infrastructure.

The move is strategically important as major technology companies increasingly develop custom AI accelerators. NVLink Fusion allows these chips to operate within NVIDIA’s broader infrastructure ecosystem, potentially helping NVIDIA maintain a central role in AI data centers even as demand for custom silicon grows.

The companies are also expanding their work in local AI computing. MediaTek previously collaborated with NVIDIA on the GB10 Grace Blackwell Superchip used in DGX Spark, and the companies will now work together across multiple generations of RTX Spark and DGX Spark chips for PCs, developer systems and enterprise workstations.

Their partnership also extends to automotive computing, where MediaTek’s Dimensity Auto platforms integrate NVIDIA AI and RTX technologies for intelligent and software-defined vehicles.

The expanded agreement strengthens NVIDIA’s position across AI data centers, custom silicon, AI PCs and automotive computing. For MediaTek, it provides deeper access to NVIDIA’s AI ecosystem while expanding its opportunities beyond its traditional mobile and connectivity businesses.

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The Investor 08-31-26

AWS and NVIDIA Expand AI Partnership With 2 Million Additional GPUs

Amazon Web Services and NVIDIA announced a major expansion of their AI infrastructure partnership, with AWS planning to deploy 2 million additional NVIDIA GPUs across its global infrastructure in 2027 and 2028.

The expansion comes as demand for AI computing continues to accelerate. AWS said the new capacity will include NVIDIA Blackwell Ultra, Rubin and Rubin Ultra GPUs, supporting workloads ranging from agentic AI and scientific computing to enterprise automation and robotics.

The partnership extends well beyond GPUs. AWS plans to introduce infrastructure based on NVIDIA’s Vera CPUs, expand NVLink Fusion integration with Amazon’s Trainium chips, and use NVIDIA’s new high-bandwidth memory technology. The companies also plan to build secure AI factories for the U.S. government, including infrastructure incorporating 100,000 GPUs for federal and national-security workloads.

The agreement further expands NVIDIA’s presence across AWS software and services. Nemotron open models will remain available through Amazon Bedrock and SageMaker, while NVIDIA technology will accelerate data processing, vector indexing and Amazon’s robotics development.

The scale of the commitment is another strong signal that hyperscaler AI infrastructure spending remains robust. For NVIDIA, the planned deployment strengthens visibility for demand extending into the Rubin generation through 2028. For Amazon, it significantly expands AWS’s ability to compete for increasingly compute-intensive AI workloads.

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European Investor 08-27-26

NVIDIA Jumps 7.5% Premarket as AI Demand Drives Revenue Above $96 Billion

NVIDIA (NASDAQ: NVDA) shares are up about 7.5% in premarket trading after the chipmaker reported another exceptionally strong quarter, with accelerating AI infrastructure demand and a bullish outlook reinforcing confidence in its growth trajectory.

For the second quarter of fiscal 2027, NVIDIA reported revenue of $96.2 billion, up 18% sequentially and 106% year over year. Data Center remained the dominant growth engine, with revenue reaching $89.0 billion, up 117% from a year earlier.

Non-GAAP diluted EPS rose 120% year over year to $2.22, while non-GAAP operating income surged 124% to $64.0 billion. Gross margin remained exceptionally strong at 75.0%.

The outlook appears to be a major reason for the positive market reaction. NVIDIA expects third-quarter revenue of approximately $108 billion, plus or minus 2%, implying another roughly 12% sequential increase at the midpoint. Notably, that forecast assumes no Data Center compute revenue from China, highlighting the strength of demand elsewhere.

CEO Jensen Huang said AI infrastructure deployment is now “at full steam,” with multiple frontier AI labs, startups, sovereign AI projects and physical AI applications expanding simultaneously. NVIDIA's next-generation Vera Rubin platform is already ramping into full production.

The company is also benefiting from an increasingly broad AI ecosystem. During the quarter, NVIDIA announced infrastructure and technology initiatives involving major cloud providers, sovereign AI projects and a planned financing ecosystem aimed at mobilizing more than $500 billion of third-party capital for AI infrastructure.

The 7.5% premarket gain suggests investors are focusing on three key factors: another doubling of annual revenue, 117% Data Center growth, and guidance showing that NVIDIA's extraordinary expansion is continuing even from an increasingly large revenue base.

For investors, the next major question is whether the Vera Rubin ramp and continued hyperscaler and AI-lab spending can sustain this growth while keeping gross margins near the mid-70% range.

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European Investor 08-27-26

IBM Expands AI Infrastructure Push With $240 Million Together AI Agreement

IBM (NYSE: IBM) announced a multi-year $240 million agreement with Together AI to deploy a large-scale artificial intelligence inference cluster on IBM Cloud, further expanding the company’s exposure to growing enterprise AI infrastructure demand.

Under the agreement, IBM plans to deploy NVIDIA HGX B300 systems combined with NVIDIA Spectrum-X Ethernet networking. The cluster, expected to become available in the first quarter of 2027, will be used by Together AI to provide production-scale inference for open-source AI models.

The deployment will be IBM Cloud’s first dedicated large-scale inference cluster based on HGX B300 systems. NVIDIA says the architecture can deliver as much as 30 times greater AI factory output compared with previous generations.

Together AI has been scaling rapidly as demand for open-source AI models grows. The company says its inference platform currently processes around 400 trillion tokens per month and recently raised $800 million at an $8.3 billion valuation.

For IBM, the agreement strengthens its position as an infrastructure provider for increasingly compute-intensive AI workloads. It also deepens IBM’s existing relationship with NVIDIA, spanning GPUs, networking, cloud infrastructure and enterprise AI software.

The $240 million multi-year commitment provides IBM with another significant AI infrastructure customer while demonstrating demand for its GPU-based cloud capacity. The companies expect the platform to help enterprises run open-source AI models with improved performance and lower inference costs.

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The Investor 08-11-26

Semiconductor Stocks Fall as China's Chip Breakthrough Pressures Nvidia and the AI Sector

Semiconductor stocks came under pressure on Monday, dragging the Nasdaq lower as investors weighed China's rapidly advancing semiconductor industry against the latest developments in the global AI infrastructure race. Nvidia led the sector's decline, falling more than 4%, while weakness spread across AI and memory chipmakers.

The latest catalyst on the AI front came after reports that Nvidia is in talks to provide roughly $250 billion in financing guarantees for OpenAI's massive AI data center project in Ohio. The proposed 10-gigawatt facility would rank among the world's largest AI infrastructure projects, underscoring the enormous capital being committed to artificial intelligence. While the news reinforces long-term demand for AI hardware, it also highlights the rapidly evolving competitive landscape and the unprecedented scale of investment required across the industry.

Investor sentiment was also weighed down by developments in China. ChangXin Memory Technologies (CXMT), China's largest memory chipmaker, surged more than 400% in its Shanghai trading debut following Asia's largest IPO of 2026. The emergence of another major Chinese chipmaker renewed concerns that global competition in memory and AI-related semiconductors will intensify. Those concerns were particularly significant for Nvidia, whose growth opportunities in China have already been constrained by U.S. export restrictions.

The weakness extended across the broader semiconductor sector. Memory-related companies including Sandisk, Micron Technology, Western Digital, and SK Hynix posted notable declines, while ASML, AMD, Intel, Marvell Technology, Super Micro Computer, and Taiwan Semiconductor Manufacturing Co. (TSMC) also traded lower as investors reassessed the industry's competitive outlook.

Despite Monday's selloff, the semiconductor industry's long-term fundamentals remain supported by accelerating AI adoption and record investment in data center infrastructure. However, the combination of elevated valuations, China's rapid technological progress, and an increasingly competitive global landscape prompted investors to lock in profits following the sector's strong rally.

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European Investor 07-27-26

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NYSE:MCDFollow

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Dividend Growth Stocks: McDonald's Corporation (MCD) Dividend Stock Analysis

Your source for finding the best dividend growth stocks

(dividend-growth-stocks.com)

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European Investor 08-15-26

McDonald's Stock Rises 1.4% as Global Sales Growth and Loyalty Expansion Support Q2 Results

McDonald's (NYSE: MCD) shares rose 1.4% on Tuesday after the fast-food giant reported solid second-quarter results, supported by positive comparable sales across all operating segments, expanding global systemwide sales and continued momentum in its loyalty program.

Second-quarter revenue increased 4% year over year to $7.1 billion, while diluted earnings per share rose 6% to $3.32. Global systemwide sales increased 5% to $37 billion, reflecting continued consumer demand across the company's international markets.

Comparable Sales Turn Positive Across All Markets

Global comparable sales increased 1.3% during the quarter, marking positive growth across each of McDonald's major operating segments.

U.S. comparable sales rose 0.8%, driven by higher average customer spending and a favorable product mix despite lower guest traffic. International Operated Markets increased 1.5%, led by Germany, Australia and the U.K., while International Developmental Licensed Markets grew 1.9%, supported by strong performance in Japan.

The company also reported a 3% increase in operating income and a 5% increase in net income, highlighting continued operational resilience despite ongoing restructuring investments.

Loyalty Program Continues to Drive Customer Engagement

McDonald's continued expanding its digital ecosystem during the quarter.

Across 70 loyalty markets, systemwide sales generated by loyalty members over the past 12 months increased more than 20% to $40 billion. Active 90-day loyalty users also grew 13% year over year to nearly 220 million, reinforcing the company's focus on digital engagement and repeat customer activity.

Management also announced the appointment of longtime executive Skye Anderson as President of McDonald's USA, aiming to accelerate execution and improve performance in the company's largest market.

What to Watch

Investors welcomed another quarter of steady earnings growth and positive comparable sales across all segments. Going forward, markets will monitor U.S. customer traffic trends, international sales momentum, continued expansion of the loyalty platform and whether management's operational initiatives can further accelerate growth in McDonald's largest market.

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European Investor 08-04-26

McDonald's Edges Lower Despite Solid Q1 Beat as Investors Weigh Growth Quality

Chicago, May 7, 2026 — Shares in McDonald's Corporation dipped 0.33% on Wednesday even as the fast food giant reported a stronger-than-expected first quarter, with global comparable sales growth of 3.8% and a double-digit rise in operating income. The muted market reaction suggests investors may be scrutinizing the quality and durability of the recovery rather than simply celebrating the headline numbers.

A Broad-Based Sales Recovery

McDonald's posted consolidated revenues of $6.5 billion for the quarter ended March 31, 2026, up 9% year-over-year, or 4% in constant currencies. Systemwide sales grew 11% in reported terms, reaching 6% on a constant currency basis. Comparable sales were positive across all three of the company's reporting segments: the U.S. rose 3.9%, International Operated Markets grew 3.9%, and International Developmental Licensed Markets added 3.4%.

The U.S. rebound is particularly notable. A year ago, domestic comparable sales fell 3.6%, making this quarter's nearly 4% gain a meaningful reversal. Management attributed the improvement primarily to positive check growth, suggesting customers are spending more per visit. In the International Operated Markets, the U.K., Germany and Australia led the way, with nearly all markets reflecting positive results. Japan anchored the Developmental Licensed segment, with all geographic regions in positive territory.

CEO Chris Kempczanski pointed to the company's three-pronged approach — value leadership, marketing execution, and menu innovation — as the engine behind the results. "Our 6% global Systemwide sales growth shows how we executed with discipline, proving that we can drive results even in a challenging environment," he said.

Earnings Solid but Restructuring Costs Linger

Operating income rose 12% to $2.95 billion, or 6% in constant currencies. Net income came in at $1.98 billion, up 6%, while diluted earnings per share grew 7% to $2.78. Excluding restructuring charges tied to the company's internal modernization effort, known as Accelerating the Organization, adjusted diluted EPS was $2.83, representing 6% growth year-over-year.

Those restructuring charges — $47 million pre-tax in Q1 2026 and $66 million in the prior year period — have now appeared across multiple quarters, and while they are declining, they continue to be a line item that investors must strip out to assess underlying performance. The company's higher effective tax rate also partially offset the gains from stronger franchise margins.

Loyalty Programme Signals Long-Term Strength

One of the more compelling longer-term data points in the report was the continued momentum of McDonald's loyalty programme. Across 70 markets, systemwide sales to loyalty members exceeded $38 billion for the trailing twelve-month period, and surpassed $9 billion for the quarter alone. For a company of McDonald's scale, the ability to deepen customer relationships through digital engagement is increasingly seen as a strategic differentiator, and these figures suggest the programme is gaining meaningful traction.

Why the Stock Barely Moved

Given the breadth of the beats, the slight decline in McDonald's shares may seem counterintuitive. A few factors likely played into the muted response. First, much of the comparable sales growth, particularly in the U.S., appears to be driven by higher prices rather than increased traffic, which raises questions about volume sustainability in a cost-conscious consumer environment. Second, constant currency growth rates — the figures that strip out the benefit of a weaker dollar — tell a more modest story, with revenues up just 4% and EPS up only 1% to 2% on that basis. Third, with the stock having already appreciated in anticipation of a recovery, some degree of sell-the-news behavior is not unusual.

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European Investor 05-07-26

'We know that consumers' behavior changes': McDonald's prepares for wider GLP-1 adoption as weight-loss pills hit market

McDonald's CEO prepares to battle weight-loss drug pills.

(finance.yahoo.com)

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European Investor 02-12-26

Dividend Growth Stocks: McDonald's Corporation (MCD) Dividend Stock Analysis

Mc donalds dividend analysis ...

(dividend-growth-stocks.com)

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European Investor 11-08-25

McDonald’s Reports Third Quarter 2025 Results with Strong Global Sales Growth

McDonald’s Corporation reported third quarter 2025 results showing continued global momentum despite a challenging environment. Global comparable sales rose 3.6 percent, with gains across all major segments — up 2.4 percent in the U.S., 4.3 percent in International Operated Markets, and 4.7 percent in International Developmental Licensed Markets.

Global Systemwide sales reached over 36 billion dollars for the quarter, up 8 percent year over year, or 6 percent in constant currency. Loyalty program sales across 60 markets totaled approximately 9 billion dollars for the quarter and 34 billion dollars over the past twelve months. Consolidated revenues grew 3 percent, while consolidated operating income rose 5 percent, or 3 percent in constant currency.

Earnings per diluted share were 3.18 dollars, up 2 percent from the previous year. Excluding restructuring charges related to the company’s “Accelerating the Organization” initiative, adjusted earnings per share were 3.22 dollars, essentially flat compared to last year.

CEO Chris Kempczinski said McDonald’s sustained growth reflects the strength of its value-driven strategy, menu innovation, and marketing effectiveness. “We’re fueling momentum by delivering everyday value, affordability, and menu innovation that continue to bring customers through our doors,” he said.

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European Investor 11-05-25

How to analyse franchise stocks in 6 simple steps

Analyse franchise stocks in 6 steps ...

(fifthperson.com)

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Global Finance News 10-21-25

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WS News 06-09-25

McDonald’s Q1 2025 Results

McDonald’s reported a modest decline in financial performance for the first quarter ended March 31, 2025, largely due to the absence of Leap Day compared to the prior year.

Key highlights:
- Global comparable sales decreased 1.0%. Adjusting for Leap Day, comparable sales were essentially flat.
- U.S. comparable sales declined 3.6%, driven by lower guest traffic.
- International Operated Markets declined 1.0%, impacted by softness in the U.K.
- International Developmental Licensed Markets grew 3.5%, led by the Middle East and Japan.
- Consolidated revenues were 5.96 billion dollars, down 3 percent (2 percent in constant currency).
- Operating income was 2.65 billion dollars, down 3 percent. Excluding restructuring charges, it declined 2 percent (flat in constant currency).
- Net income was 1.87 billion dollars, down 3 percent.
- Diluted earnings per share was 2.60 dollars, down 2 percent. Excluding restructuring charges, adjusted EPS was 2.67 dollars, down 1 percent (up 1 percent in constant currency).
- Systemwide sales to loyalty members reached approximately 8 billion dollars in the quarter and over 31 billion dollars for the trailing 12 months across 60 markets.

Outlook remains cautious amid global economic uncertainty, with McDonald’s focusing on value offerings, innovation, and global loyalty engagement to support long-term performance.

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Global Finance News 05-01-25

McDonald's Corporation issued $1.5 billion in medium-term notes, including $600 million of 4.600% notes due in 2030 and $900 million of 4.950% notes due in 2035. These were issued under the company's medium-term notes program, as outlined in its Form S-3 Registration Statement filed on August 12, 2024. The legal opinion regarding the issuance was provided by Desiree Ralls-Morrison, Executive Vice President and Global Chief Legal Officer. The filing includes her legal opinion and consent as exhibits. The issuance may support corporate investments, refinancing, or other strategic initiatives.

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WS News 03-04-25

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IranFollow

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Iran Says It Targeted Oil Tankers in Response to US Strikes

Iran said it targeted three oil tankers using an unauthorized route through the Strait of Hormuz, as well as a number of US-linked ships, in retaliation for American attacks on Iranian tankers over the weekend.

(finance.yahoo.com)

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WS News 09-06-26

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NASDAQ:GOOGFollow

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Alphabet (GOOGL) Stock Edges Higher After Morgan Stanley Raises Price Target

Alphabet (NASDAQ: GOOGL) shares traded modestly higher on Tuesday after Morgan Stanley raised its price target on the Google parent company, reinforcing confidence in its long-term growth prospects driven by artificial intelligence and digital advertising.

The brokerage maintained its Overweight rating while increasing its price target to $415 from $375, signaling continued optimism about Alphabet's ability to capitalize on AI-driven opportunities across its search, cloud, and software businesses.

# Morgan Stanley Sees More Upside

The higher price target reflects growing confidence that Alphabet will continue benefiting from expanding AI adoption while maintaining its leadership in digital advertising.

Analysts also remain constructive on the company's cloud business, where ongoing investment in generative AI services is expected to support revenue growth and margin expansion over the coming years.

# AI Remains a Key Growth Driver

Alphabet has accelerated the rollout of AI-powered products across Google Search, Google Cloud, and Workspace, while continuing to invest heavily in infrastructure to support growing enterprise and consumer demand.

The company's strong balance sheet and leadership in AI innovation continue to position it as one of the largest beneficiaries of the industry's long-term growth.

# Why GOOGL Stock Was Little Changed

Despite the higher price target, Alphabet shares posted only modest gains, suggesting much of the positive outlook may already be reflected in the stock's valuation.

Still, Morgan Stanley's decision to reaffirm its Overweight rating while lifting its valuation target reinforces Wall Street's confidence in Alphabet's long-term earnings potential and competitive position within the AI ecosystem.

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Global Finance News 06-30-26

Alphabet Falls 5% Despite Citi Reiterating Positive Rating

Alphabet (NASDAQ: GOOG) fell 5% even after Citigroup reiterated its Market Outperform rating, as investors reacted to broader concerns surrounding competition, valuation, and the evolving artificial intelligence landscape.

The decline came despite Citi maintaining a positive long-term view on the company. Alphabet remains one of the world's dominant digital advertising and cloud computing platforms, with growing exposure to artificial intelligence through products such as Gemini and its expanding AI infrastructure investments.

However, investor sentiment toward the stock has recently become more cautious as competition in AI-powered search intensifies. Market participants continue to evaluate how generative AI could reshape internet search and digital advertising, two of Alphabet's most important businesses.

Despite the sharp decline, analysts generally remain constructive on Alphabet's outlook. The company's leadership positions in search, cloud computing, digital advertising, and artificial intelligence continue to provide multiple growth drivers. Google Cloud has also emerged as a key beneficiary of growing enterprise AI adoption, helping diversify revenue beyond advertising.

Citigroup's reaffirmed Market Outperform rating suggests the firm believes the recent weakness does not alter Alphabet's long-term investment case. Nevertheless, the stock's decline highlights that investors remain sensitive to competitive developments and AI-related execution risks across the technology sector.

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Global Finance News 06-22-26

Alphabet Holds Steady as TD Cowen Raises Price Target to $475

Alphabet (GOOG) traded little changed despite receiving a bullish analyst update from TD Cowen, which raised its price target to $475 from $450 while maintaining a Buy rating.

The higher target reflects growing confidence in Alphabet's ability to capitalize on the artificial intelligence boom while maintaining the strength of its core Search and advertising businesses. Investors have become increasingly optimistic that Google's AI investments are beginning to translate into stronger product offerings, improved user engagement, and new monetization opportunities across Search, Cloud, YouTube, and Workspace.

The lack of a significant stock reaction suggests that investors had already been expecting positive analyst commentary following the company's recent execution and strong positioning within the AI ecosystem. Alphabet has been one of the major beneficiaries of increasing enterprise AI adoption, particularly through Google Cloud, which continues to gain traction among businesses deploying large-scale AI workloads.

Analysts remain focused on several key catalysts, including the pace of Google Cloud growth, AI-driven improvements in Search, expansion of advertising revenue, and the company's ability to convert its massive AI investments into sustainable earnings growth.

While the stock was flat on the day, the target increase reinforces the view that many Wall Street firms continue to see substantial upside potential in Alphabet. With the new $475 target standing well above the current share price, TD Cowen's update suggests confidence that Alphabet's combination of AI leadership, dominant digital advertising position, and growing cloud business can continue to drive long-term shareholder returns.

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Global Finance News 06-09-26

Alphabet Slips 1% as Broader Tech Weakness Overshadows Higher Price Target

Alphabet shares fell 1% on Friday, outperforming many large-cap technology peers but still ending lower as investors sold growth stocks following stronger-than-expected U.S. economic data and rising Treasury yields.

Despite the decline, Wall Street sentiment remained constructive. New Street Research raised its price target on Alphabet from $450 to $455 while maintaining a Buy rating, signaling continued confidence in the company's long-term growth prospects despite recent market volatility.

The target increase reflects optimism surrounding Alphabet's expanding artificial intelligence initiatives, strength in digital advertising, and growing cloud computing business. Investors have been closely watching how the company integrates AI across Google Search, YouTube, Google Cloud, and other products as competition intensifies throughout the technology sector.

Alphabet has faced concerns that generative AI could disrupt traditional search advertising, but the company has continued to demonstrate strong user engagement and has been aggressively rolling out AI-powered features across its ecosystem. At the same time, Google Cloud remains one of the fastest-growing segments of the business, benefiting from increasing enterprise demand for AI infrastructure and cloud services.

Friday's decline appeared largely driven by macroeconomic factors rather than company-specific developments. Following the release of strong U.S. employment data, investors reduced exposure to technology stocks as expectations for Federal Reserve rate cuts moved further into the future. Higher interest rates tend to pressure growth-stock valuations, particularly across the technology sector.

The fact that Alphabet fell only modestly while the Nasdaq dropped more than 4% may indicate that investors continue to view the company as one of the highest-quality names in the technology sector. The latest target increase from New Street Research further suggests that analysts remain confident in Alphabet's ability to capitalize on the AI revolution while maintaining its dominant position in digital advertising and cloud computing.

With a $455 price target compared with a recent share price around $369, Wall Street continues to see meaningful upside potential, even as short-term market volatility remains elevated.

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The Investor 06-06-26

Alphabet Plans Massive $80 Billion Equity Raise to Accelerate AI Infrastructure Expansion

Alphabet announced plans to raise approximately $80 billion through a combination of public stock offerings, preferred securities, and an at-the-market share sale program as the company ramps up investments in artificial intelligence infrastructure to meet surging demand.

The financing package includes $30 billion of underwritten offerings, a new $40 billion at-the-market stock sale program, and a $10 billion private placement investment from Berkshire Hathaway. Berkshire will purchase $5 billion of Alphabet Class A shares and $5 billion of Class C shares, expanding a position it has been building since late 2025.

The announcement underscores the scale of the AI investment race. Alphabet said customer demand for its AI products and services is exceeding available capacity, prompting the company to aggressively expand its compute infrastructure. Management previously guided for $180 billion to $190 billion in capital expenditures during 2026 and expects spending to rise significantly again in 2027.

The company enters this expansion phase with strong business momentum. First-quarter 2026 revenue climbed 22% year-over-year to $110 billion, while Google Cloud revenue surged 63%. Cloud backlog nearly doubled sequentially to more than $460 billion, highlighting robust enterprise demand for AI-related services. Alphabet also reported 350 million paid subscriptions across its ecosystem and said its AI models now process 19 billion tokens per minute, six times higher than a year ago.

Alphabet emphasized that the equity raise is part of a balanced funding strategy that also includes strong cash generation and debt financing. Over the past 12 months, the company generated $174 billion in operating cash flow and has raised more than $85 billion in debt across global markets.

The announcement highlights how major technology companies continue to commit unprecedented amounts of capital to AI infrastructure, with Alphabet positioning itself to capture growing demand across search, cloud computing, subscriptions, and developer platforms.

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Global Finance News 06-02-26

Alphabet Hits Intraday Record as Cloud Growth Stuns Wall Street

Alphabet shares hit intraday record highs on April 30 after Q1 2026 revenue came in at $109.9 billion, up 22% year-over-year, beating the $107.2 billion consensus and marking the company's 11th consecutive quarter of double-digit growth. (CNBC)

The standout was Google Cloud. Cloud revenues surged 63% to $20 billion, crushing the $18.05 billion estimate, with backlog nearly doubling quarter-on-quarter to over $460 billion. Search revenue rose 19% to $60.4 billion as queries hit an all-time high. Gemini Enterprise paid users grew 40% quarter-on-quarter, and total paid subscriptions reached 350 million. (The Motley Fool)

Operating margin expanded two percentage points to 36.1%, putting Alphabet in a rare position of accelerating growth and expanding margins simultaneously. The company raised its 2026 capex guidance to $180 to $190 billion, but unlike Meta, markets are rewarding the spend given the Cloud results that accompanied it. (The Motley Fool, CNBC)

Goldman Sachs reiterated a Buy with a $400 price target. (Investing*com)

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WS Investor 04-30-26

Alphabet Reports 22% Revenue Growth in Q1 2026, Driven by AI and Cloud

Alphabet posted first-quarter revenues of $109.9 billion, up 22% year over year, marking its 11th consecutive quarter of double-digit growth. Google Cloud was the standout performer, with revenues surging 63% to $20 billion, while its backlog nearly doubled quarter over quarter to over $460 billion.

Google Search grew 19% and total paid subscriptions reached 350 million across YouTube and Google One. Net income rose 81% with earnings per share of $5.11, and operating margin expanded to 36.1%. The company also raised its quarterly dividend by 5% to $0.22 per share.

CEO Sundar Pichai highlighted that Gemini API usage has reached 16 billion tokens per minute, up 60% from last quarter, while Waymo surpassed 500,000 fully autonomous rides per week.

Source: Alphabet Inc. Press Release, April 29, 2026

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Global Finance News 04-29-26

Intel and Google Expand Partnership to Advance AI Infrastructure

Intel and Google announced a multiyear collaboration to enhance next-generation AI and cloud infrastructure.

The partnership will deepen the use of Intel Xeon processors across Google Cloud while expanding co-development of custom infrastructure processing units (IPUs), designed to improve efficiency, performance, and scalability in AI systems.

The companies emphasized the growing importance of CPUs alongside accelerators in managing complex AI workloads, with IPUs helping offload networking, storage, and security tasks to optimize overall system performance.

The collaboration aims to build more efficient, flexible, and scalable infrastructure to support rising global demand for AI-driven applications and services.
Business Wire

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WS Investor 04-09-26

5 Cash-Rich Fortresses with War Chests That Could Withstand the Market Chaos

Uncover the 5 cash-rich fortresses built to survive market turbulence and geopolitical tensions with strong war chests.

(thesmartinvestor.com.sg)

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European Investor 04-09-26

Google announced the completion of its acquisition of Wiz, a New York–based cloud and AI security platform, which will now operate as part of Google Cloud while maintaining its brand and cross-cloud capabilities.

The acquisition aims to strengthen Google Cloud’s security offerings by combining Wiz’s cloud security platform with Google’s AI-powered threat detection and infrastructure capabilities. The integrated platform will help organizations detect, prevent, and respond to cyber threats across multiple cloud environments, including Amazon Web Services, Microsoft Azure, Google Cloud, and Oracle Cloud.

Google said the move is designed to support the growing demand for multicloud security as businesses and governments migrate critical workloads to cloud and AI systems, while also improving cybersecurity automation and protection against emerging AI-driven threats.

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The Investor 03-11-26

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S&P 500Follow

Inflation data, Oracle earnings, and an energy supply crunch: What to watch this week

Two questions are set to lead the week: Will the data push the Fed toward a rate hike, and what can Oracle tell Wall Street about the state of Big Tech's AI debt load?

(finance.yahoo.com)

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WS News 09-06-26

U.S. Stocks Slip as Strong Jobs Report Revives Fed Rate-Hike Fears

U.S. stocks traded slightly lower Friday after a much stronger-than-expected August employment report revived expectations that the Federal Reserve could raise interest rates at its September meeting.

The S&P 500 fell 0.21% to 7,731.74, while the Dow Jones dropped 0.46% to 53,436.70. The Nasdaq was nearly flat at 26,583.15.

U.S. nonfarm payrolls increased by 162,000 in August, nearly triple expectations of around 55,000. July's figure was also revised sharply higher to a gain of 21,000 from an initially reported decline of 23,000. Private payrolls rose by 127,000, while the unemployment rate remained unchanged at 4.1%.

Strong Labor Market Pushes Treasury Yields Higher

The unexpectedly strong report challenged hopes that the Fed could keep rates unchanged. Markets increased bets on a 25-basis-point September hike, with the implied probability rising to around 60% following the data. U.S. Treasury yields moved sharply higher in response.

The report comes just a day after Fed Governor Christopher Waller suggested he could support holding rates steady if inflation continues to cool. With the labor market showing renewed strength, next week's inflation data could now prove decisive for the Fed's September decision.

The modest decline in equities suggests investors are balancing evidence of a resilient U.S. economy against the risk that stronger employment gives the Fed more room to tighten monetary policy further.

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Global Finance News 09-04-26

U.S. Stocks Rise as Strong Services Activity and Lower Treasury Yields Offset Inflation Concerns

U.S. stocks traded higher Thursday as investors weighed stronger-than-expected services activity against signs of a cooling labor market and renewed inflation pressure from rising oil prices. The S&P 500 gained 0.37% to 7,694.65, the Dow Jones Industrial Average rose 0.46% to 53,304.90, and the Nasdaq Composite advanced 0.66% to 26,391.59.

Economic data painted a mixed but generally resilient picture. Initial jobless claims increased slightly to 206,000 from 204,000, marginally above the 205,000 consensus, while continuing claims climbed to 1.779 million from 1.771 million. The figures suggest layoffs remain relatively limited even as hiring momentum has weakened ahead of Friday’s closely watched August employment report.

Services activity was considerably stronger. The ISM Non-Manufacturing PMI rose to 55.4 in August from 54.1, comfortably beating expectations for an unchanged 54.1 reading. S&P Global’s Services PMI also increased to 56.5 from 54.6, although it came slightly below the 56.8 forecast. Together, the readings indicate that the dominant U.S. services sector continues to expand at a healthy pace.

The inflation component, however, complicated the outlook for the Federal Reserve. ISM services prices jumped to 72.6 from 70.3, well above the 70.0 forecast, signaling persistent input-cost pressures. Investors are already sensitive to inflation after Fed Chair Kevin Warsh’s hawkish Jackson Hole message increased expectations that monetary policy may need to remain restrictive.

Oil remains another major inflation risk. Brent crude climbed to around $97 a barrel and WTI moved above $93 as renewed U.S. strikes on Iran and threats of further escalation raised concerns about supplies through the Strait of Hormuz.

Despite those risks, declining Treasury yields are currently providing support to equities, particularly technology stocks, helping the Nasdaq outperform. Markets now turn to Friday’s U.S. employment report, which could determine whether investors focus more heavily on slowing labor demand or the increasingly visible inflation pressures coming from services and energy markets.

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European Investor 09-03-26

U.S. Stocks Trade Mixed as Weak Jobs Data Collides With Oil-Driven Inflation Fears

U.S. stocks traded mixed Wednesday as investors weighed softer-than-expected labor-market data against rising oil prices, elevated Treasury yields and renewed concerns that energy costs could keep inflation above the Federal Reserve’s target.

The S&P 500 was nearly flat at 7,638.19, up 0.09%, while the Dow Jones Industrial Average gained 0.39% to 52,975.28. The Nasdaq Composite slipped 0.08% to 26,079.81, with technology shares remaining more sensitive to elevated bond yields.

Fresh labor data provided some support for equities. ADP reported that private employers added only 38,000 jobs in August, below expectations for 47,000 and down from an upwardly revised 46,000 in July. It was the weakest pace of private-sector job creation since January. Manufacturing lost 17,000 jobs and professional and business services shed 16,000, while education and health services added 45,000.

Ordinarily, weaker employment growth would strengthen expectations for easier monetary policy. This time, however, the signal is being complicated by renewed inflation risks. Escalating U.S.-Iran hostilities have pushed crude prices sharply higher, with Brent trading around $95 a barrel Wednesday after surging in recent sessions. Concerns over disruptions around the Strait of Hormuz have put an additional geopolitical premium into energy markets.

Higher oil prices are feeding directly into inflation expectations and challenging hopes that slowing employment will quickly translate into lower interest rates. U.S. Treasury yields have consequently remained elevated, with the 10-year yield reaching roughly 4.8%, its highest level since late 2023. Markets have also increased expectations for another Federal Reserve rate hike following Fed Chair Kevin Warsh’s recent hawkish comments on inflation.

The result is an increasingly difficult backdrop for equities: labor-market momentum is weakening at the same time that an external energy shock is threatening to revive inflation. That combination helps explain Wednesday’s divergence, with the Dow advancing while the rate-sensitive Nasdaq remains under pressure. Investors will now turn to Friday’s official U.S. employment report for a clearer indication of whether labor-market cooling is becoming significant enough to alter the Fed’s inflation-focused policy stance.

💬 🔗

The Investor 09-02-26

U.S. Stocks Fall as Treasury Yields and Mixed Economic Data Pressure Tech Shares

U.S. stocks traded lower Tuesday as a renewed selloff in government bonds pushed Treasury yields higher, while investors assessed mixed manufacturing and labor-market data ahead of Friday’s key U.S. jobs report.

The S&P 500 fell about 0.6% to 7,640, while the Dow Jones Industrial Average declined roughly 0.4%. The Nasdaq Composite underperformed with a drop of about 1%, reflecting greater pressure on technology and other growth stocks as borrowing costs increased.

Treasury yields remained one of the biggest headwinds for equities. The benchmark 10-year U.S. Treasury yield climbed to around 4.79%, its highest level since January 2025, as a global government-bond selloff continued. Higher yields make bonds more competitive with equities and reduce the present value of future corporate earnings, putting particular pressure on richly valued technology companies.

Tuesday’s economic data provided a mixed picture. The S&P Global Manufacturing PMI was finalized at 53.9 for August, above the 53.2 preliminary estimate and signaling continued expansion. The ISM Manufacturing PMI, however, declined to 54.6 from 55.6 and missed the 55.2 forecast. ISM’s prices index remained elevated at 71.1, slightly above expectations, keeping inflation concerns in focus.

The labor market also showed signs of cooling. JOLTS job openings increased to 7.271 million in July from 7.182 million but remained below the 7.330 million forecast. ISM manufacturing employment fell to 51.2 from 52.8, while construction spending unexpectedly declined 0.5% in July.

The combination is uncomfortable for markets: economic activity remains relatively resilient, but employment indicators are softening while price pressures remain elevated. That makes the Federal Reserve’s next move more difficult, particularly after Chair Kevin Warsh’s recent hawkish Jackson Hole remarks increased expectations for another rate hike.

Geopolitical risks are adding to those inflation concerns. Brent crude traded above $92 per barrel as renewed U.S.-Iran fighting raised fears of further disruptions around the Strait of Hormuz. Higher energy prices have contributed to the global bond selloff by increasing concerns that inflation could remain above central-bank targets for longer.

Investors will now focus heavily on Friday’s August employment report. Strong jobs data could reinforce expectations that the Fed has room to raise rates, potentially keeping Treasury yields elevated and technology stocks under pressure. Weaker employment figures, however, would highlight the growing tension between slowing labor demand and persistent inflation.

💬 🔗

WS Investor 09-01-26

US Stocks Fall as Iran Tensions, Oil Prices and Fed Rate-Hike Bets Weigh

U.S. stocks traded lower Monday as renewed military clashes between the United States and Iran pushed oil prices higher and revived concerns about inflation and interest rates.

The Dow Jones Industrial Average fell 370 points, or 0.69%, to 53,189.64. The S&P 500 declined 0.50% to 7,673.22, while the Nasdaq Composite slipped 0.45% to 26,284.22.

The main pressure came from the renewed U.S.-Iran conflict. U.S. forces carried out fresh strikes against Iranian targets near the Strait of Hormuz, prompting retaliation and raising fears of further disruption to one of the world's most important oil-shipping routes. Brent crude climbed above $90 per barrel as geopolitical risk returned to energy markets.

Higher oil prices are particularly important for equities because they could add another layer of inflationary pressure just as investors are becoming more concerned about Federal Reserve policy. Fed Chair Kevin Warsh delivered a hawkish message at Jackson Hole last week, saying borrowing costs may need to rise if inflation does not move toward the central bank's 2% target. Markets now see a greater than 60% probability of a September rate increase, up sharply from 41.4% a week earlier (Reuters).

Economic data added another concern. The Chicago PMI plunged to 47.1 in August from 57.6, far below the 57.8 forecast. The move below 50 signaled a return to contraction in regional business activity, creating an uncomfortable combination of weaker growth signals and renewed inflation risks.

Treasury yields also remained elevated following Friday's jump after Warsh's comments. The 10-year Treasury yield was around 4.76%, while longer-term yields remained under pressure from inflation and interest-rate concerns.

Energy stocks were among the few beneficiaries of the geopolitical escalation, with higher crude prices supporting oil producers, while most other S&P 500 sectors traded lower.

Investors will now turn their attention to this week's U.S. labor-market data, culminating in Friday's August jobs report. A weak employment report could reinforce concerns about slowing economic growth, while stronger data could further strengthen expectations that the Fed has room to raise rates despite signs of softer activity.

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The Investor 08-31-26

# S&P 500 Slips 0.25% as Hawkish Fed Message Pressures Technology Stocks

U.S. stocks ended Friday modestly lower as investors reacted to Federal Reserve Chair Kevin Warsh’s hawkish Jackson Hole speech, with rising Treasury yields weighing particularly heavily on technology and other rate-sensitive sectors.

The S&P 500 closed at 7,711.76, down 0.25%. The index had climbed above 7,770 earlier in the session before reversing around midday and remaining under pressure through the afternoon.

Warsh emphasized that inflation remains too high and reinforced the Fed’s commitment to bringing it back toward the 2% target. The remarks pushed Treasury yields higher as investors increased expectations for tighter monetary policy. Higher yields tend to pressure equity valuations, particularly for technology and other growth companies whose valuations depend more heavily on future earnings.

The sector breakdown showed a clear rotation. Information technology was the weakest S&P 500 sector, falling 1.29%, followed by utilities at 1.14%, industrials at 0.96% and real estate at 0.49%. In contrast, consumer discretionary jumped 1.69% and communication services gained 1.56%. Energy rose 0.59%, while financials advanced 0.34%.

The relatively small decline in the broader S&P 500 despite the technology selloff suggests investors were rotating rather than abandoning equities altogether. Consumer-oriented and communication stocks provided significant support, limiting the index’s losses.

The Fed and Treasury yields are likely to remain central to the market outlook. If incoming inflation and labor-market data reinforce expectations for higher rates, richly valued technology stocks could remain under pressure even as strength in other sectors provides some support to the broader market.

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WS Investor 08-29-26

US Stocks Open Slightly Lower as PCE Inflation Remains Elevated

US stocks opened modestly lower on Wednesday as investors assessed July inflation data that showed underlying price pressures remained persistent.

The S&P 500 slipped 0.07% to 7,671.53 shortly after the opening bell, while the Dow Jones Industrial Average fell 0.15% to 53,499.19. The technology-heavy Nasdaq Composite declined 0.28% to 26,079.36, underperforming the broader market.

Core PCE Holds at 3.3%

The Federal Reserve's closely watched core PCE price index increased 3.3% year over year in July, unchanged from the previous month and matching market expectations.

On a monthly basis, core PCE rose 0.2%, also in line with forecasts, but accelerating slightly from June's 0.1% increase.

Headline inflation delivered a somewhat firmer signal. The PCE price index rose 0.2% month over month, above the 0.1% expected and reversing the previous month's 0.1% decline. Annual headline PCE inflation came in at 3.7%, slightly above the 3.6% forecast but unchanged from June.

Inflation Data Keeps Fed Outlook in Focus

The figures suggest inflation remains sticky, with both headline and core PCE running well above the Federal Reserve's 2% target. While the core readings matched expectations, the hotter-than-forecast monthly headline figure offered little evidence of a decisive return toward price stability.

That may be contributing to the cautious start on Wall Street, particularly in rate-sensitive technology stocks, with the Nasdaq posting the largest decline among the three major indexes.

Investors will now assess whether persistent inflation pressures could keep US monetary policy restrictive for longer than previously anticipated.

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The Investor 08-26-26

U.S. Stocks Edge Higher Despite Weak Housing Data and Escalating Canada Trade War

U.S. stocks traded modestly higher Tuesday as investors weighed mixed economic data against a sharp escalation in trade tensions between the United States and Canada.

The Nasdaq Composite led gains, rising 0.60%, while the S&P 500 advanced 0.27% and the Dow Jones Industrial Average added 0.11%.

U.S. Economic Data Sends Mixed Signals

ADP's weekly employment estimate showed private-sector employment increasing by 11,800, up from 9,500 previously, signaling continued resilience in the labor market.

Other data were weaker. The Conference Board's Consumer Confidence Index fell to 89.4 in August from 90.2, missing the 90.3 forecast. New home sales also dropped sharply to an annualized 607,000 in July from 678,000 and came in below expectations of 620,000.

The softer housing and confidence readings could support expectations for a less restrictive Federal Reserve policy outlook, helping offset concerns about the labor market remaining relatively firm.

U.S.-Canada Trade Tensions Escalate

Trade developments added uncertainty to the session after Canada announced retaliatory tariffs on about C$27.6 billion, or roughly $20 billion, of U.S. goods. The measures, scheduled to take effect September 8, will impose tariffs ranging from 15% to 50% on hundreds of product categories, including steel, aluminum, appliances, electronics, clothing and agricultural products.

Canada's action follows new 50% U.S. tariffs on roughly $20 billion of Canadian imports after trade negotiations between the two countries broke down. President Donald Trump has also threatened further tariffs on Canadian automobiles and auto parts, increasing concerns about disruption to highly integrated North American supply chains.

Despite the escalation, U.S. equities remained positive, with technology stocks providing the strongest support to the broader market. Investors are now balancing expectations for easier monetary policy against the inflation and growth risks created by the expanding U.S.-Canada trade dispute.

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WS Investor 08-25-26

US Stock Futures Fall as Strong Economic Data and Higher Treasury Yields Pressure Markets

U.S. stock futures moved lower Thursday after stronger-than-expected manufacturing and labor-market data reinforced expectations that the Federal Reserve may have less room to ease monetary policy, while Treasury yields moved higher.

Dow futures fell 0.56%, Nasdaq 100 futures declined 0.48%, and S&P 500 futures were down 0.23%.

Strong Economic Data Pushes Yields Higher

The Philadelphia Fed Manufacturing Index surged to 47.4 in August, far above the 24.1 forecast and up from 41.4 previously, signaling strong manufacturing activity.

Initial jobless claims also came in stronger than expected, falling to 206,000 from 212,000 versus the 210,000 forecast. Continuing claims increased to 1.799 million, slightly above expectations of 1.790 million.

Following the data, the U.S. 10-year Treasury yield climbed to around 4.702%, up roughly 5.2 basis points on the day.

The combination of stronger manufacturing activity and low layoffs reduces the immediate case for easier Federal Reserve policy, putting upward pressure on bond yields and weighing on equities.

Technology and other rate-sensitive stocks are particularly exposed to rising yields, contributing to the decline in Nasdaq futures. Markets will now assess whether the latest economic strength leads investors to further scale back expectations for future Fed rate cuts.

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European Investor 08-20-26

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IndonesiaFollow

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Indonesia’s Foreign Exchange Reserves Rise to $146.5 Billion in August

Indonesia’s foreign exchange reserves increased in August, strengthening the country’s external financial buffer.

FX reserves rose to $146.5 billion from $145.3 billion in the previous month, an increase of $1.2 billion.

The higher reserve level gives Bank Indonesia additional capacity to manage volatility in the rupiah and respond to external financial pressures.

The increase also provides a somewhat stronger cushion against global market uncertainty, particularly as shifts in U.S. interest-rate expectations continue to influence capital flows and emerging-market currencies.

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WS News 09-07-26

Bank Indonesia Holds Interest Rate at 5.75% in August

Bank Indonesia kept its benchmark interest rate unchanged at 5.75% in August, matching market expectations and maintaining its current monetary policy stance.

The decision follows earlier tightening by the central bank and comes as policymakers continue to balance currency stability, inflation risks and economic growth.

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WS Investor 08-19-26

Bank Indonesia Raises Interest Rates to 5.75% to Support Stability

Bank Indonesia raised its benchmark interest rate to 5.75%, matching market expectations and increasing the policy rate from 5.50%.

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WS Investor 06-18-26

Indonesia’s central bank raised its benchmark interest rate to 5.25% from 4.75%, surprising markets that had expected a smaller increase to 5.00%.

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European Investor 05-20-26

Indonesia’s foreign direct investment grew 8.5% year-on-year in the first quarter, accelerating from 4.3% previously.

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European Investor 04-27-26

Indonesia’s central bank left its policy rate unchanged at 4.75%, in line with expectations and unchanged from the previous level

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Global Finance News 04-22-26

Emerging markets may offer more than meets the eye. Selectivity matters. | J.P. Morgan Private Bank EMEA EN

Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.

(privatebank.jpmorgan.com)

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The Investor 04-19-26

Indonesia’s retail sector showed stronger momentum in February, with retail sales rising 6.5% year-over-year, up from the previous 5.7%.

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WS Investor 04-13-26

Bank Indonesia kept its benchmark interest rate unchanged at 4.75%, in line with market expectations.

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The Investor 03-17-26

Indonesia’s retail sales increased 5.7% year-on-year in January, accelerating from the previous 3.5% growth, indicating stronger consumer spending momentum.

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Global Finance News 03-10-26

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Broadcom Stock Falls 5% After Hours Despite Explosive AI Growth and Record Q3 Revenue

Broadcom (NASDAQ: AVGO) shares fell about 5% in after-hours trading Wednesday despite reporting record fiscal third-quarter results, as exceptionally strong AI growth and an aggressive fourth-quarter outlook appeared insufficient to satisfy elevated investor expectations.

Third-quarter revenue surged 86% year over year to $29.59 billion. GAAP operating income jumped 171% to $15.96 billion, while GAAP net income more than tripled to $13.09 billion. Adjusted earnings reached $3.32 per share, up 96% from $1.69 a year earlier. Broadcom also generated $13.67 billion in free cash flow, representing 46% of revenue.

AI remained the standout growth engine. AI semiconductor revenue reached $16.7 billion, soaring 221% year over year and 54% sequentially. CEO Hock Tan said demand for custom AI accelerators and networking products remained very strong. Overall semiconductor solutions revenue jumped 127% to $20.84 billion, while infrastructure software revenue increased 29% to $8.75 billion.

Broadcom expects the momentum to accelerate further. Fiscal fourth-quarter revenue is projected at approximately $34.8 billion, up 93% year over year, with non-GAAP operating income expected at roughly 66% of revenue. AI semiconductor revenue alone is forecast to reach $21.7 billion, representing 236% year-over-year growth and roughly 30% sequential growth.

The negative stock reaction therefore appears less about weakness in Broadcom’s underlying business and more about the extremely high expectations already embedded in the shares. With AI semiconductor revenue growing more than threefold and Broadcom increasingly positioned as a major supplier of custom AI accelerators and networking infrastructure, investors may have been looking for an even larger upside surprise or stronger guidance.

Broadcom ended the quarter with $24 billion in cash and approved another quarterly dividend of $0.65 per share. The 5% after-hours decline highlights the demanding valuation environment surrounding leading AI infrastructure stocks: even record revenue, nearly doubled adjusted operating income and accelerating AI demand may not be enough when market expectations are already exceptionally high.

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WS News 09-02-26

Broadcom Unveils AI-Ready VMware Tanzu Platform for Secure Enterprise AI

Broadcom (NASDAQ: AVGO) announced new AI-ready data capabilities for its VMware Tanzu Platform on Monday, expanding its enterprise AI offering as companies move from experimental AI projects toward production-scale AI agents.

The new release is designed for VMware Private AI Cloud and focuses on one of the biggest challenges facing enterprise adoption of agentic AI: allowing autonomous AI agents to access corporate data without compromising security, governance or cost control.

Broadcom said the platform combines governed AI agents with governed enterprise data inside customers’ private cloud environments. New AI-Ready Data Foundations process structured and unstructured data on-site, providing more relevant context to AI agents while aiming to reduce hallucinations and token costs.

The update also introduces hardened agent sandboxes with a deny-by-default security model designed to isolate credentials and limit unauthorized access. An integrated AI gateway can monitor, rate-limit and log agent activity, providing companies with an auditable record of AI actions and the data used to make decisions.

Other additions include pre-approved AI skills, human-in-the-loop controls, integrated memory services and a curated marketplace where developers and AI agents can access vetted models, tools and data products.

The launch strengthens Broadcom’s position in enterprise AI infrastructure through VMware, targeting organizations that want to deploy AI agents while keeping sensitive data within private-cloud environments. The new Tanzu Platform capabilities are expected to become generally available in fall 2026.

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The Investor 08-31-26

Broadcom Expands VMware Security Tools With AI-Powered vDefend and Avi Updates

Broadcom (NASDAQ: AVGO) announced new security and performance upgrades for VMware vDefend and VMware Avi Load Balancer, strengthening its private-cloud offering as enterprises face increasingly sophisticated AI-driven cyber threats.

The updates are designed for VMware Cloud Foundation environments and focus on multi-layer cybersecurity, API protection, infrastructure efficiency and AI-assisted operations.

Among the major additions, Broadcom introduced a simplified three-step deployment framework for vDefend Advanced Threat Prevention, which the company says can reduce deployment times from months to weeks. vDefend also adds fully on-premises malware sandboxing and support for air-gapped environments, allowing organizations with sensitive workloads to operate without cloud connectivity.

## Broadcom Adds API Protection and AI Automation

Avi Load Balancer is gaining native API protection across virtual machines, Kubernetes services and AI workloads. Its combined Web Application Firewall and API Protection capabilities are intended to reduce reliance on multiple separate security products.

Broadcom is also integrating an AI Assistant into both vDefend Distributed Firewall and Avi Load Balancer to automate troubleshooting and remediation. An enhanced migration tool will help enterprises move from legacy agent-based firewalls to VMware's distributed firewall architecture.

Performance is another focus. Broadcom said vDefend Distributed Firewall throughput can reach 75 Gbps on servers equipped with 100G network interfaces, while intrusion detection and prevention performance can reach 17 Gbps per server. Avi Load Balancer scale-out throughput has been increased to as much as 12.25 Tbps per controller instance.

The company also introduced a leaner two-node vDefend deployment that can reduce physical hardware requirements by as much as 33%.

The enhancements are being delivered through vDefend SSP 5.2, vDefend 9.1.1, Avi Load Balancer 32.1.4 and vACT 3.0 and are compatible with VMware Cloud Foundation 9.1.

Broadcom is positioning the upgrades as part of its effort to make VMware private-cloud infrastructure more secure and efficient as enterprises deploy increasingly complex AI applications and face a growing range of AI-assisted cyber threats.

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Global Finance News 08-07-26

Broadcom Slides Despite Wave of Bullish Analyst Reactions Following Earnings

Broadcom (AVGO) shares fell more than 12% following the company's latest earnings report, but Wall Street's response suggests analysts remain highly confident in the semiconductor giant's long-term outlook.

In the hours after earnings, several major brokerage firms reaffirmed Buy and Overweight ratings on the stock, while multiple analysts raised their price targets. The updated targets generally imply significant upside from current trading levels, indicating that analysts view the post-earnings selloff as an opportunity rather than a warning sign.

The positive analyst sentiment reflects Broadcom's continued strength in artificial intelligence infrastructure, where demand for custom AI chips and networking solutions remains exceptionally strong. While investors appeared disappointed that management did not deliver an even larger increase to its long-term AI revenue outlook, analysts largely focused on the company's robust revenue growth, expanding AI business, and strong visibility into future demand.

Several firms lifted their targets into the mid-$500 range, while others maintained existing targets near $500. Even analysts with more neutral ratings became more constructive, raising their valuation estimates following the earnings release.

The contrast between the market's reaction and Wall Street's assessment highlights the challenge facing many AI leaders. Expectations had become extremely elevated after Broadcom's massive rally over the past year. As a result, even strong earnings and continued guidance growth were not enough to satisfy investors looking for another major upward revision.

For analysts, however, the bigger picture remains intact. The broad pattern of target increases and rating reiterations suggests that Wall Street continues to view Broadcom as one of the premier beneficiaries of the ongoing AI infrastructure buildout. While short-term sentiment has weakened, analyst commentary indicates that confidence in the company's long-term growth trajectory remains largely unchanged.

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WS Investor 06-04-26

Broadcom Plunges 12% Despite Record Results as Sky-High AI Expectations Overshadow Strong Guidance

Broadcom (AVGO) fell 12% in premarket trading despite delivering record revenue, profits, and cash flow, suggesting investors were expecting even stronger results after the stock's massive AI-driven rally over the past year.

The semiconductor and infrastructure software giant reported second-quarter revenue of $22.2 billion, up 48% year-over-year, while non-GAAP earnings per share surged 54% to $2.44. Adjusted EBITDA climbed 52% to a record $15.2 billion, representing an exceptional 69% margin. Free cash flow reached a record $10.3 billion during the quarter. The company also increased its cash position to nearly $20 billion and maintained its quarterly dividend.

The primary growth engine remained artificial intelligence. Semiconductor revenue jumped 79% to $15.0 billion, driven by explosive demand for custom AI accelerators and AI networking products. AI-related semiconductor revenue reached $10.8 billion during the quarter, soaring 143% year-over-year and exceeding management's prior expectations.

Looking ahead, management provided what would normally be considered spectacular guidance. Broadcom forecast third-quarter revenue of approximately $29.4 billion, representing 84% year-over-year growth, while AI semiconductor revenue is expected to reach $16.0 billion, implying growth of more than 200% from the prior year period. Operating margins are also expected to remain exceptionally strong.

Despite these impressive numbers, investors appear to be reacting to valuation and expectation concerns rather than operational performance. After becoming one of the market's largest beneficiaries of the AI infrastructure boom, Broadcom had entered earnings with extremely high expectations. Many investors were likely looking for an even larger guidance increase, additional AI customer announcements, or signs that AI demand was accelerating beyond already extraordinary levels.

Some investors may also be focusing on the composition of growth. While semiconductor revenue surged, infrastructure software revenue grew only 9%, highlighting Broadcom's increasing dependence on the AI spending cycle. With the stock having dramatically outperformed the broader market, any result perceived as merely "excellent" rather than "exceptional" can trigger a sharp reaction.

Importantly, nothing in the report suggests a slowdown in Broadcom's underlying business. AI demand continues to accelerate, margins remain near record highs, cash generation is enormous, and management's outlook points to another quarter of extraordinary growth. The sharp premarket decline appears driven primarily by profit-taking and a reset of expectations rather than any deterioration in business fundamentals.

In short, Broadcom delivered one of the strongest earnings reports in the semiconductor industry, but after a prolonged AI-fueled rally, investors appear to be concluding that even record results were not enough to justify the market's extremely elevated expectations.

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The Investor 06-04-26

Broadcom Rises 3.5% as Alphabet's $80 Billion AI Push and Earnings Optimism Fuel Rally

Shares of Broadcom (NASDAQ: AVGO) gained 3.5% on Tuesday as investors positioned ahead of the company's earnings report and reacted positively to Alphabet's announcement that it plans to raise $80 billion to accelerate its artificial intelligence infrastructure buildout. According to MarketWatch, Broadcom was among the biggest beneficiaries of the news because of its deep involvement in designing Google's custom AI processors and networking hardware.

Alphabet's massive AI investment plan reinforced expectations that demand for Broadcom's custom AI accelerators, networking chips, and data-center infrastructure products will remain exceptionally strong for years. Broadcom is a key partner in Google's Tensor Processing Unit (TPU) program and is also benefiting from growing demand for custom AI chips across hyperscale customers.

Investor sentiment was further boosted ahead of Broadcom's earnings release scheduled for Wednesday. Analysts expect fiscal second-quarter revenue of approximately $22 billion and AI semiconductor revenue of about $10.7 billion, reflecting continued triple-digit growth in the company's AI business. Broadcom's AI revenue more than doubled in its most recent quarter, and management has previously stated it sees a path to more than $100 billion of annual AI-related chip revenue by 2027.

The stock also benefited from broader enthusiasm surrounding AI infrastructure companies following strong moves in Marvell Technology and Hewlett Packard Enterprise. Investors increasingly view Broadcom as one of the most important suppliers enabling the next phase of AI data-center expansion through both custom silicon and high-speed networking solutions.

With Broadcom already valued at more than $2 trillion, tomorrow's earnings report is expected to be closely watched for updates on AI demand, major customer spending plans, and management's outlook for the remainder of 2026.

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European Investor 06-02-26

Broadcom announced the launch of VMware Cloud Foundation 9.1, a new platform designed to support secure and cost-efficient deployment of production AI workloads.

The updated platform enables enterprises to run AI and Kubernetes-based applications on a unified private cloud infrastructure, supporting hardware from AMD, Intel, and NVIDIA. The solution focuses on reducing costs and improving efficiency, with reported benefits including up to 40% lower server costs, 39% lower storage costs, and 46% reduction in Kubernetes operational expenses.

The release comes as enterprises increasingly shift toward private cloud environments for AI deployment, driven by concerns over cost, data security, and regulatory compliance. VMware Cloud Foundation 9.1 also introduces enhanced security features such as zero-trust architecture, continuous compliance enforcement, and ransomware recovery capabilities.

Broadcom positions the platform as a comprehensive solution for scaling AI from experimentation to production, addressing key challenges around infrastructure costs, data sovereignty, and performance.

Globe Newswire

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The Investor 05-05-26

Broadcom Inc. announced the launch of new Wi-Fi 8 and 10G PON chip solutions aimed at accelerating multi-gig broadband adoption in mass markets.

The company introduced three key products, including the BCM68565 PON gateway SoC and BCM67142-BCM67192 Wi-Fi 8 radio chips, designed to deliver higher speed, lower latency, and improved efficiency while reducing system costs. The integrated architecture combines fiber backhaul, 10G PON, with next-generation Wi-Fi 8 to enable scalable, high-performance connectivity for service providers.

Broadcom emphasized that the new solutions optimize power consumption, reduce hardware complexity, and lower bill-of-materials costs, making advanced broadband technology more accessible in competitive markets. The products are currently being sampled to early access customers.

Source: Broadcom Inc

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The Investor 04-30-26

Broadcom Inc. has expanded its partnership with Google Cloud to introduce Cloud Network Insights, a new service offering end-to-end visibility into network performance across multi-cloud and hybrid environments. Powered by Broadcom’s AppNeta technology, the platform enables organizations to monitor application and network experience, detect issues, and quickly identify root causes.

The solution is designed to address increasing complexity in modern IT infrastructures, particularly with the growth of AI-driven and cross-cloud workloads. By providing comprehensive observability and proactive diagnostics, Cloud Network Insights aims to improve operational efficiency and reduce issue resolution times. The service is now available as a first-party offering for Google Cloud users.

Source: GlobeNewswire

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Global Finance News 04-24-26

Broadcom announced the launch of Tanzu Platform agent foundations, a new platform designed to accelerate the deployment of enterprise-grade AI applications on VMware Cloud Foundation.

The solution introduces a secure, platform-as-a-service environment for AI agents, enabling organizations to move from experimental AI projects to scalable, production-ready systems. It incorporates a “secure-by-default” architecture with features such as zero-trust networking, automated patching, and strict access controls to ensure governance and data protection.

Broadcom said the platform allows developers to build and manage AI agents using familiar enterprise tools, while simplifying infrastructure complexity through automation and scalable cloud resources. The system also supports integration with enterprise data services and AI models, helping organizations deploy autonomous workflows more efficiently.

The company highlighted that the offering addresses key challenges in enterprise AI adoption, particularly around security, compliance, and operational scalability, especially in regulated industries such as finance.
Globe Newswire

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WS Investor 04-16-26

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ThailandFollow

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Thailand Inflation Accelerates to 2.53% in August, Above Forecasts

Thailand’s inflation accelerated more than expected in August, with both headline and core consumer prices exceeding market forecasts.

Headline CPI rose 2.53% year over year, accelerating from 1.95% previously and coming in above the 2.20% consensus estimate.

Core inflation also strengthened, rising to 1.44% from 1.34%. Economists had expected a smaller increase to 1.33%.

The stronger-than-expected readings indicate that price pressures broadened in August, with underlying inflation also gaining momentum. The data could reduce the scope for monetary easing by the Bank of Thailand, as policymakers balance inflation developments against domestic economic conditions.

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WS News 09-07-26

Bank of Thailand Holds Interest Rate at 1.00% as Expected

The Bank of Thailand kept its benchmark interest rate unchanged at 1.00% on Wednesday, matching market expectations and extending its policy pause.

The decision reflects a balancing act between supporting Thailand's relatively soft economic growth and preserving policy flexibility.

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Global Finance News 08-26-26

Thailand GDP Growth Slows to 1.9% in Q2, Beats Forecast

Thailand’s economy expanded faster than expected in the second quarter, although growth slowed considerably from the previous period.

GDP increased 1.9% year-over-year in Q2, beating the 1.7% market forecast but easing from 2.8% growth in the previous quarter.

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Global Finance News 08-17-26

Thailand's central bank left its benchmark interest rate unchanged at 1.00%, matching market expectations and the previous rate.

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WS Investor 06-24-26

Thailand’s economy grew 2.8% year over year in the first quarter, beating expectations of 2.2% and accelerating from the previous 2.5% growth rate.

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European Investor 05-18-26

Thailand Current Account posted a surplus of 2.1B in February, improving significantly from 0.7B previously.

Trade Account also returned to surplus at 0.60B, compared to a prior deficit of -0.70B.

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Global Finance News 03-31-26

Thailand’s consumer confidence index rose to 53.7 in February from 52.8 in the previous month, indicating a modest improvement in household sentiment and expectations about economic conditions.

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Global Finance News 03-13-26

Thailand’s inflation remained in negative territory in February, indicating continued deflationary pressure.

Headline CPI fell 0.88% year-on-year, worse than the expected −0.50% and deeper than the previous −0.66%. Meanwhile, core CPI, which excludes volatile food and energy prices, rose 0.56% YoY, slightly above the forecast of 0.50% but below the prior 0.60%.

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The Investor 03-05-26

Thailand recorded a trade deficit of THB 0.70 billion in January, reversing from a THB 2.70 billion surplus previously, indicating a deterioration in external trade conditions at the start of the year.

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The Investor 02-27-26

Thailand’s industrial production rose 1.46% year-on-year in January, slowing from the previous 2.52% increase.

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European Investor 02-26-26

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