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Nike and Lululemon fall 80% to lowest price in 10 years — will I buy either stock? | Financial Horse

financialhorse.com 10-04-26

UOB share (SGX: U11) versus DBS Group Holdings (SGX: D05) - SG Wealth Builder

sgwealthbuilder.com 10-04-26

Week Ahead: Nifty Violates Key Support; Still Stays Prone To Imminent Rebound

The technical structure of the Nifty has weakened. Is a rebound likely? Keep an eye on these key zones in the Nifty. A break...

articles.stockcharts.com 10-04-26

Dividend Growth Stocks: Cisco Systems, Inc. (CSCO) Dividend Stock Analysis

Your source for finding the best dividend growth stocks

dividend-growth-stocks.com 10-04-26

Why is Consumer Sentiment so Low? - A Wealth of Common Sense

Why you can't trust sentiment surveys anymore.

awealthofcommonsense.com 10-04-26

El-Erian issues an important reminder about the Fed and the US economy

The Fed can't solve this economic crisis alone.

finance.yahoo.com 10-03-26

The Iran war is driving inflation higher — and it's not just because of oil

US spending on the war in Iran is putting upward pressure on bond yields already at multi-decade highs, says Macquarie.

finance.yahoo.com 10-03-26

The simple reason Meta CEO Mark Zuckerberg is winning for investors again

Zuck is on a roll right now.

finance.yahoo.com 10-03-26

Bitcoin headed 'in bullish direction' as investors bet on Fed pause: Chart of the Day

Bitcoin jumped above $86,000 on Friday after a cooler-than-expected jobs report.

finance.yahoo.com 10-03-26

Ford Q3 Sales Fall 6.6% as Trucks, Bronco and Software Subscriptions Show Strength Ford reported third-quarter U.S. sales of 509,764

Ford reported third-quarter U.S. sales of 509,764 vehicles, down 6.6% year over year, as the planned phase-out of the Escape and Lincoln Corsair weighed...

10-02-26

Agilent Launches NovoStation to Automate Flow Cytometry Sample Preparation Agilent Technologies launched the NovoStation Sample Preparation System, a new automated

Agilent Technologies launched the NovoStation Sample Preparation System, a new automated platform designed to simplify and standardize flow cytometry sample preparation. When used with...

10-02-26

Edwards Lifesciences Wins FDA Approval for AUTUS Pediatric Pulmonary Valve Edwards Lifesciences received FDA approval for its AUTUS Size-Adjustable Valve,

Edwards Lifesciences received FDA approval for its AUTUS Size-Adjustable Valve, the first surgical pulmonary valve specifically designed for pediatric patients with congenital heart disease...

10-02-26

US Dividends

Dividend Growth Stocks: Cisco Systems, Inc. (CSCO) Dividend Stock Analysis

Your source for finding the best dividend growth stocks

(dividend-growth-stocks.com)

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The Investor 10-04-26

Honeywell Technologies (NASDAQ: HON) declared a quarterly dividend payment of $0.70 per share on common stock. The dividend is payable on December 4, 2026 to holders of record at the close of business on November 13, 2026.

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Global Finance News 09-25-26

Texas Instruments Incorporated (TI) (Nasdaq: TXN) announced it will raise its quarterly cash dividend 7%, from $1.42 per share to $1.52. The dividend will be payable November 10, 2026, to stockholders of record on October 30, 2026, contingent upon formal declaration by the board of directors at its regular meeting in October.

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Global Finance News 09-19-26

Keurig Dr Pepper (NASDAQ: KDP) announced that its Board of Directors has declared a regular quarterly cash dividend of $0.23 per share, payable in U.S. dollars, on the Company's common stock. The regular quarterly dividend will be paid on October 9, 2026 to shareholders of record on September 28, 2026.

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The Investor 09-17-26

Bristol Myers Squibb (NYSE: BMY) today announced that its Board of Directors has declared a quarterly dividend of sixty-three cents ($0.63) per share on the $0.10 par value common stock of the company.

The dividend is payable on November 2, 2026, to stockholders of record at the close of business on October 2, 2026.

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WS Investor 09-16-26

Danaher Corporation (NYSE: DHR) announced today that its Board of Directors has approved a regular quarterly cash dividend of $0.40 per share of its common stock, payable on October 30, 2026 to holders of record on September 30, 2026.

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WS Investor 09-16-26

Microsoft Corp. on Tuesday announced that its board of directors declared a quarterly dividend of $0.98 per share, reflecting a 7 cent or 8% increase over the previous quarter’s dividend. The dividend is payable Dec. 10, 2026, to shareholders of record on Nov. 19, 2026. The ex-dividend date will be Nov. 19, 2026.

The Board of Directors of JPMorgan Chase & Co. (NYSE: JPM) declared a quarterly dividend of $1.65 per share on the outstanding shares of the common stock of JPMorganChase, an increase from the prior quarterly dividend of $1.50 per share. The dividend is payable on October 31, 2026, to stockholders of record at the close of business on October 6, 2026.

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WS Investor 09-16-26

Dividend Growth Stocks: The Clorox Company (CLX) Dividend Stock Analysis

Your source for finding the best dividend growth stocks

(dividend-growth-stocks.com)

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The Investor 09-12-26

Meta and Applied Materials Declare Quarterly Cash Dividends

Meta Platforms and Applied Materials announced quarterly cash dividends on September 10, continuing shareholder capital returns at two of the largest U.S. technology companies.

Meta’s board declared a quarterly dividend of $0.525 per share for both Class A and Class B common stock. The dividend will be paid on September 28 to shareholders of record at the close of business on September 21.

Applied Materials separately declared a quarterly dividend of $0.53 per share, payable December 10 to shareholders of record on November 19. The semiconductor equipment company increased its quarterly dividend by 15% earlier this year, from $0.46 to $0.53, marking its ninth consecutive annual dividend increase.

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Global Finance News 09-11-26

Kenvue Inc. (NYSE: KVUE) today announced that its Board of Directors declared a quarterly dividend of $0.21 per share on its common stock. The quarterly dividend is payable on October 2, 2026, to shareholders of record as of the close of business on September 21, 2026.

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The Investor 09-10-26

10-04-26The Investor

10-02-26WS News

10-01-26European Investor

09-30-26WS News

09-28-26European Investor

US Bonds

The deeper reason behind the relentless rise in bond yields

Ignore hysteria calls on rising bond yields.

(finance.yahoo.com)

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WS News 09-28-26

U.S. 7-Year Treasury Auction Yield Jumps to 5.085%

The U.S. Treasury’s latest 7-year note auction cleared at a yield of 5.085%, sharply above the previous auction’s 4.512%.

The roughly 57-basis-point increase signals a materially higher yield environment for intermediate-term U.S. government debt and may reflect investors demanding greater compensation amid persistent inflation, resilient economic data and uncertainty over the Federal Reserve’s rate path.

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WS Investor 09-24-26

10-year Treasury yield hits highest level since 2007 as market prices in another Fed rate hike

The 10-year Treasury yield rose to its highest level since 2007 on Wednesday.

(finance.yahoo.com)

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WS News 09-23-26

Treasury Yields Are Climbing. Can Stocks Hold Their Ground?

Rising Treasury yields, persistent inflation, and weakening small caps put pressure on stocks. Here's what investors should watch next.

(articles.stockcharts.com)

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The Investor 09-12-26

U.S. 10-Year Treasury Yield Nears 5% as Inflation and Oil Keep Bond Markets Under Pressure

U.S. Treasury yields remained near multi-year highs Friday, with the benchmark 10-year yield trading around 4.94%, just below the psychologically important 5% level. The yield briefly reached about 4.97% earlier as a global bond selloff continued.

The sharp rise in yields has been driven by renewed inflation concerns and expectations that the Federal Reserve could raise interest rates next week. U.S. producer prices rose 0.4% in August and 5.4% year-over-year, while the surge in oil prices above $100 a barrel has increased concerns that energy costs could keep inflation elevated. Markets are currently pricing roughly a 70% chance of a 25-basis-point Fed hike. (Reuters)

Pressure has also emerged from the supply side of the Treasury market. The government bought back $5.2 billion of longer-dated bonds in its latest operation, below the $6 billion maximum and well below the $10.5 billion offered by investors. Concerns about heavy government borrowing are adding to the premium investors demand for holding longer-term debt. (Reuters)

Attention now turns to Friday’s U.S. CPI report. A hotter-than-expected inflation reading could push the 10-year yield through 5%, while softer inflation could provide some relief to the bond market ahead of the Fed’s September 15–16 meeting.

Graph: cnbc*com

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European Investor 09-11-26

U.S. 10-Year Treasury Yield Surges Above 4.92% as Oil and Inflation Revive Rate-Hike Fears

The U.S. 10-year Treasury yield climbed to 4.922% on Thursday, rising about 8 basis points and reaching its highest level since 2023 as escalating Middle East tensions, surging oil prices and persistent U.S. inflation fueled a sharp bond-market selloff.

Geopolitical developments remain a major driver. The U.S.-Iran conflict has severely disrupted shipping through the Strait of Hormuz and Red Sea, while attacks on Gulf energy infrastructure have intensified supply concerns.

The resulting oil rally is feeding directly into inflation expectations. Brent crude has climbed above $104 a barrel, while WTI briefly crossed $100 on Thursday. Higher energy costs raise the risk that inflation remains elevated, reducing the likelihood that the Federal Reserve can ease monetary policy and increasing the possibility of another rate hike.

Thursday’s macro data reinforced those concerns. U.S. producer prices rose 0.4% month over month in August, while annual PPI accelerated to 5.4% from 4.8%, slightly exceeding the 5.3% forecast. Traders subsequently raised the probability of at least a 25-basis-point Fed rate hike next week to nearly 70%. (Reuters)

The 10-year yield has now risen sharply from around 4.75% over the past five sessions. With oil prices elevated and Friday’s U.S. CPI report still ahead, the 5% level is increasingly coming into focus as the next major threshold for the Treasury market.

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The Investor 09-10-26

Apple event live updates: First foldable, the iPhone Duo, iPhone 18 Pro, watches, and more

Apple is hosting its annual fall event at its Cupertino, Calif., headquarters.

(finance.yahoo.com)

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WS Investor 09-09-26

U.S. 10-Year Treasury Auction Yield Jumps to 4.834% as Oil Fuels Inflation Concerns

The U.S. Treasury’s 10-year note auction cleared at 4.834% on Wednesday, sharply above the 4.683% yield at the previous auction, reflecting the broader rise in long-term U.S. borrowing costs.

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WS Investor 09-09-26

US Stocks Rise as Treasury Bond-Market Support Eases Yield Pressure

U.S. stocks were mostly higher Wednesday as the Treasury Department’s expanded bond-buyback operations continued to support sentiment by easing pressure in the government debt market.

The S&P 500 was up 0.37% at 7,719.85, while the Dow Jones Industrial Average gained 0.46% to 53,588.62. The Nasdaq Composite, however, slipped 0.05% to 26,277.81, giving back its earlier gains as technology stocks lagged the broader market.

Treasury Intervention Brings Relief to Bonds and Stocks

The main catalyst supporting risk sentiment was Treasury Secretary Scott Bessent’s move to bolster liquidity in the Treasury market. The department said it would at least double the maximum size of liquidity-support buybacks for longer-dated Treasury securities, increasing operations from $2 billion to at least $4 billion and targeting the 10- to 30-year portion of the curve.

Bond yields dropped sharply following the announcement. The benchmark 10-year Treasury yield fell about 6 basis points to around 4.65%, while the 30-year yield declined roughly 9 basis points to around 5.20%. Treasury prices and yields move inversely.

The action has provided some relief after the recent surge in long-term borrowing costs became a major headwind for equities. The 30-year Treasury yield had climbed to around 5.34% on Tuesday, its highest level in nearly two decades, amid concerns over government borrowing, inflation, the U.S.-Iran conflict and elevated energy prices.

Dow Leads While Nasdaq Loses Momentum

The latest market action shows a divergence beneath the headline indexes. The Dow is now outperforming with a 0.46% gain, while the S&P 500 remains moderately higher. The Nasdaq has reversed its earlier advance and is trading slightly lower.

The reversal suggests that lower Treasury yields have not been enough to sustain the initial rebound in technology stocks. Growth and technology shares remain particularly sensitive to changes in long-term rates because higher yields reduce the present value of expected future earnings.

For the broader market, however, Treasury intervention has eased one of Wall Street’s most immediate concerns and helped stabilize financial conditions.

Investors will continue to monitor the Treasury market, oil prices and developments surrounding the U.S.-Iran conflict. The Federal Reserve’s July meeting minutes are also in focus for additional clues about the outlook for monetary policy, inflation and interest rates.

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Global Finance News 08-19-26

U.S. Stocks Fall as Iran Conflict, Rising Oil Prices and Treasury Yields Pressure Markets

U.S. stocks traded lower Tuesday as the continuing U.S.-Iran conflict pushed oil prices higher and intensified concerns about inflation and interest rates, with technology stocks leading the decline.

The Nasdaq Composite fell 1.3% to 26,301, underperforming the broader market. The S&P 500 declined 0.49% to 7,707, while the Dow Jones Industrial Average was down 0.06% at 53,429.

The risk-off move comes as hopes for a lasting resolution to the U.S.-Iran conflict fade. Iran has shifted toward a more offensive military posture after efforts to negotiate a permanent end to the conflict stalled, while Washington declined to extend the temporary ceasefire.

Oil and Bond Yields Add Pressure

Energy markets remain one of the main channels through which the conflict is affecting U.S. equities. Brent crude rose for a third consecutive session Tuesday, trading around $91 per barrel and reaching its highest level in nearly three weeks as continued restrictions around the Strait of Hormuz raised concerns about global oil supplies.

Higher oil prices are feeding concerns that energy costs could keep inflation elevated, complicating the outlook for monetary policy.

Those concerns have spilled into the bond market. The U.S. 30-year Treasury yield climbed as high as 5.327%, its highest level since 2007, while the benchmark 10-year yield was also around 4.73%. The rise in long-term yields reflects a combination of inflation concerns related to the conflict and oil prices, alongside broader worries about U.S. borrowing and debt issuance.

The combination of higher energy prices and rising bond yields is particularly challenging for growth and technology stocks, helping explain the Nasdaq's sharper decline.

Latest U.S. Data Point to Softer Economic Momentum

Tuesday's economic releases added another layer of uncertainty.

U.S. housing starts dropped 12.4% month-over-month in July to an annualized 1.239 million units, well below expectations of 1.340 million and down sharply from 1.415 million previously.

Industrial production increased just 0.2% month-over-month in July, below the 0.3% forecast and previous reading. On a year-over-year basis, production growth slowed to 1.08% from 1.29%.

The labor market offered a somewhat stronger signal. Weekly ADP employment growth came in at 9,500 jobs, up from 8,300 previously.

Taken together, the data point to uneven economic momentum: employment continues to expand, but housing activity weakened sharply and industrial production grew more slowly than expected.

For Wall Street, however, geopolitics remains the dominant driver Tuesday. As long as the U.S.-Iran conflict keeps Brent crude elevated and pushes longer-term Treasury yields higher, pressure on equity valuations — particularly in the technology sector — is likely to remain a central market risk.

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The Investor 08-18-26

10-04-26The Investor

10-03-26WS News

10-02-26WS News

NASDAQ:CSCO

Dividend Growth Stocks: Cisco Systems, Inc. (CSCO) Dividend Stock Analysis

Your source for finding the best dividend growth stocks

(dividend-growth-stocks.com)

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The Investor 10-04-26

# Cisco Stock Falls 5.8% as Piper Sandler Cuts Price Target to $125

Cisco shares fell 5.8% to $104.97 after Piper Sandler lowered its price target on the networking company to $125 from $132 while maintaining a Neutral rating.

The revised target still implies roughly 19% upside from the latest share price, but the lower target reflects a more cautious view on Cisco’s near-term valuation and earnings potential.

Reasons behind the weakness might include concerns around enterprise networking demand and uncertainty over how quickly AI-related infrastructure investments will translate into stronger growth for Cisco’s core businesses.

Cisco continues to benefit from exposure to data-center networking, security, observability and AI infrastructure, but investors may be weighing those opportunities against softer traditional networking demand and a more demanding valuation backdrop.

The 5.8% decline suggests the lower target added to broader caution around the stock, even though Piper Sandler kept its Neutral stance.

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Global Finance News 09-22-26

Cisco Expands Splunk AI With NVIDIA and AWS Partnerships

Cisco (NASDAQ: CSCO) announced a broad expansion of its Splunk AI platform, introducing new capabilities aimed at helping enterprises deploy, monitor and secure AI agents at scale.

A key part of the announcement is an expanded collaboration with NVIDIA. The new Cisco AI POD for Splunk combines Cisco infrastructure, NVIDIA accelerated computing and AI software to allow companies to run Splunk AI within their own data centers, private clouds and air-gapped environments.

Cisco also introduced Tokenomics capabilities for Splunk Agent Observability, allowing enterprises to monitor AI token spending and usage of coding agents such as Claude Code, Codex and Cursor in real time. The system can forecast future consumption and help companies connect AI spending with business outcomes.

Meanwhile, Splunk and AWS signed a multi-year agreement to jointly develop security solutions designed to counter increasingly sophisticated AI-driven cyberattacks. The collaboration combines Splunk’s security data and detection capabilities with AWS cloud infrastructure to support AI agents across threat detection, investigation and response.

The announcements strengthen Cisco’s push to position Splunk as a core platform for enterprise AI observability and cybersecurity as businesses accelerate adoption of agentic AI.

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The Investor 09-15-26

AMD, Cisco and HUMAIN Expand Saudi AI Infrastructure With Instinct GPUs

AMD (NASDAQ: AMD), Cisco (NASDAQ: CSCO) and Saudi Arabia’s HUMAIN announced Monday that their first AMD-powered AI infrastructure is now operational in the Kingdom, marking a major step in their plans to build large-scale sovereign AI capacity.

The production system uses AMD Instinct MI355X GPUs and EPYC CPUs alongside Cisco Silicon One networking and 800G optics. HUMAIN is already using the infrastructure to provide GPU-as-a-service for AI workloads ranging from model training to inference.

The companies also announced the next major phase of the project. Beginning in 2027, they plan to deploy up to 250 megawatts of additional AI infrastructure based on AMD Instinct MI400 Series GPUs, EPYC processors and ROCm software, combined with Cisco networking technology. Capacity is expected to begin coming online in the second half of 2027.

The expansion forms part of the previously announced AMD-Cisco-HUMAIN joint venture, which remains on track to deploy up to 1 gigawatt of AI infrastructure by 2030. The companies said strong customer demand is supporting the buildout.

The project is particularly significant for AMD as it expands the footprint of its Instinct accelerators in large-scale AI data centers, competing for a greater share of a market currently dominated by NVIDIA. For Cisco, the project provides another major opportunity for its high-speed networking technology as AI clusters become larger and more demanding.

The partnership also supports Saudi Arabia’s ambition to become a major global AI infrastructure hub, with locally operated computing capacity designed to give governments and enterprises greater control over their data, models and AI systems.

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The Investor 08-31-26

Cisco Expands Secure AI Factory With NVIDIA and Supermicro for Rack-Scale AI

Cisco (NASDAQ: CSCO) is expanding its Secure AI Factory with NVIDIA through a partnership with Supermicro, strengthening its position in the rapidly growing AI data center infrastructure market.

The expanded platform combines Cisco networking and security, NVIDIA accelerated computing, and Supermicro’s high-density liquid- and air-cooled servers. It will support large-scale AI workloads including trillion-parameter model training and high-throughput inference using next-generation NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8 systems.

The architecture targets enterprises, neocloud providers and sovereign cloud operators, areas seeing strong investment as global AI computing capacity expands. Cisco said the solution will be NVIDIA Cloud Partner compliant, integrating Cisco Silicon One and NVIDIA Spectrum-X-based networking.

The partnership also moves Cisco beyond supplying networking equipment toward offering a broader AI infrastructure stack spanning compute, networking, security, cooling and management.

Cisco plans to begin offering Supermicro systems through its Secure AI Factory with NVIDIA in October 2026.

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The Investor 08-26-26

Cisco Expands AI Factory With NVIDIA and Supermicro for Rack-Scale AI Infrastructure

Cisco Systems (NASDAQ: CSCO) is expanding its Secure AI Factory with NVIDIA through a new partnership with Supermicro, adding high-density rack-scale computing to its AI infrastructure portfolio as demand from enterprises, neoclouds and sovereign cloud operators accelerates.

The expanded platform combines Cisco networking and security, NVIDIA AI infrastructure and Supermicro's liquid- and air-cooled server systems, creating an integrated architecture capable of supporting some of the industry's largest AI workloads.

Cisco Targets Massive AI Data Center Buildout

Cisco said the new architecture can support workloads ranging from trillion-parameter model training to high-throughput AI inference.

Supermicro's dense GPU systems will be integrated with Cisco's AI networking portfolio, including Silicon One-based front-end switches and NVIDIA Spectrum-X-based back-end switches. The infrastructure will support next-generation NVIDIA platforms including Vera Rubin NVL72 and HGX Rubin NVL8.

Cisco President and Chief Product Officer Jeetu Patel described the industry as being at the beginning of "one of the largest datacenter buildouts in history," highlighting the company's ambition to capture more spending associated with AI infrastructure.

Why the Expansion Matters for Cisco

The announcement broadens Cisco's exposure to AI beyond its traditional networking business. By combining compute, networking, security, cooling and management into a validated full-stack system, Cisco is positioning itself to capture a larger portion of customers' overall AI infrastructure budgets.

The architecture is also NVIDIA Cloud Partner compliant, targeting rapidly expanding neocloud and sovereign cloud markets where customers increasingly require high-performance AI infrastructure while maintaining greater control over their data.

Cisco's networking technology remains an important differentiator. The company said it is the only NVIDIA technology partner using its own networking switches and network operating system within an NVIDIA Cloud Partner-compliant solution.

The expansion strengthens Cisco's position in the AI data center ecosystem alongside NVIDIA and Supermicro and gives the company greater exposure to the massive capital investment being directed toward next-generation AI factories.

Cisco plans to begin offering the Supermicro compute systems as part of its Secure AI Factory with NVIDIA in October 2026.

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WS Investor 08-25-26

Cisco Stock Falls 4.7% Despite Record Earnings as Margin Outlook Weighs on AI-Fueled Growth

Cisco Systems (NASDAQ: CSCO) shares fell 4.7% in premarket trading Thursday despite reporting record fiscal fourth-quarter results, as investors appeared to focus on profitability expectations and whether rapid AI infrastructure growth can translate into sufficient earnings upside.

Cisco reported Q4 revenue of $17.3 billion, up 18% year over year, while non-GAAP EPS increased 23% to $1.22. Networking revenue jumped 28%, and total product orders surged 35%, highlighting strong demand across the business.

AI Infrastructure Demand Accelerates

AI was one of the strongest parts of the report. Cisco received $4 billion of AI infrastructure orders from hyperscalers during Q4, bringing fiscal 2026 orders to $9.3 billion. The company generated approximately $4 billion in AI infrastructure revenue during the year and expects that figure to climb to $7.5 billion in fiscal 2027.

Networking orders increased 40% in Q4, marking the eighth consecutive quarter of double-digit growth and supporting management's view that a networking "supercycle" is underway.

However, margins provided a potential reason for the negative share reaction. Non-GAAP gross margin declined to 66.3% from 68.4% a year earlier despite the substantial revenue growth. Cisco's Q1 FY2027 guidance calls for a non-GAAP gross margin of 65%-66%, indicating further pressure at the midpoint.

For fiscal 2027, Cisco expects revenue of $72.2 billion to $73.4 billion and non-GAAP EPS of $5.05 to $5.11.

The premarket decline suggests investors expected even stronger profitability and guidance after Cisco's recent AI-driven momentum. Still, rapidly expanding hyperscaler orders and the expected rise in AI infrastructure revenue leave Cisco increasingly positioned as a major networking beneficiary of global AI data center investment.

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Global Finance News 08-13-26

Cisco Surges 19% in Premarket on Record Revenue and Explosive AI Infrastructure Demand

May 13, 2026 | NASDAQ: CSCO

Cisco is set for one of its best single-day performances in years, jumping 19% in premarket after delivering a quarter that reframes the company's identity — from legacy networking giant to essential AI infrastructure backbone — and raises its AI-related revenue expectations by 80%.

The headline numbers are exceptional. Record quarterly revenue of $15.8 billion grew 12% year-on-year, beating the high end of guidance. GAAP EPS of $0.85 surged 37%, and non-GAAP EPS of $1.06 grew 10%. GAAP operating income rose 24% to $4.0 billion. Net income jumped 35% to $3.4 billion. Every major geographic segment posted growth — Americas up 14%, EMEA up 9%, APJC up 9%.

The numbers driving the 19% premarket move, however, are the order metrics. Total product orders grew 35% year-on-year — and even excluding hyperscalers, orders were up 19%, demonstrating that demand is broad-based rather than concentrated in a handful of mega-customers. Networking product orders accelerated to more than 50% growth year-on-year. Data center switching orders grew more than 40%. Campus networking orders grew more than 25%, with the next-generation portfolio ramping faster than prior product cycles.

The AI infrastructure story is where the real revision happened. Cisco raised its expected fiscal 2026 AI infrastructure orders to $9 billion — nearly double the prior $5 billion expectation. And it raised expected FY26 AI-related revenue to $4 billion, up from $3 billion previously. Year to date, the company has already taken $5.3 billion in AI infrastructure orders. The message is unambiguous: hyperscalers and enterprises are buying Cisco's networking infrastructure to connect and secure AI workloads at a pace that is accelerating, not stabilizing.

The campus networking refresh cycle adds another layer to the growth story. This is the traditional enterprise replacement cycle — companies upgrading aging campus networks — and Cisco is seeing it ramp faster than historical product launches. Combined with the AI-driven data center and hyperscaler demand, Cisco is simultaneously riding two distinct capex waves.

Q4 guidance calls for revenue of $16.7 to $16.9 billion with non-GAAP EPS of $1.16 to $1.18, and full-year revenue guidance was set at $62.8 to $63.0 billion. At $16.7 to $16.9 billion, Q4 would represent another sequential record.

With $16.6 billion in cash, $9.6 billion remaining in buyback authorization, and $2.9 billion returned to shareholders in the quarter alone, the balance sheet is in excellent shape. In a market that has been hungry for concrete proof that AI infrastructure spending is translating into real revenue for networking names, Cisco just delivered the most convincing evidence yet.

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European Investor 05-14-26

Cisco unveiled a new Universal Quantum Switch, a research prototype designed to enable communication between different quantum computing systems and advance the development of quantum networks. The technology allows quantum information to be routed and translated across multiple encoding formats while preserving data integrity, addressing a key challenge in scaling quantum computing.

In early tests, the system demonstrated less than 4% degradation in quantum information fidelity and operated at room temperature using existing telecom infrastructure. Cisco said the innovation represents a major step toward building interconnected quantum systems capable of supporting real-world applications.

The company emphasized that quantum networking will be essential for scaling quantum computing, with the new switch forming part of its broader strategy to develop a full-stack quantum network ecosystem.

Source: PR Newswire

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Global Finance News 04-24-26

Cisco Systems, Inc. reported that industrial artificial intelligence is rapidly moving into real-world operations, though infrastructure and security gaps remain key challenges to scaling adoption.

According to Cisco’s latest global study, around two-thirds of industrial organizations are already deploying AI in live operational environments, with applications spanning automation, predictive maintenance, and logistics. However, many companies face limitations in network readiness, cybersecurity, and collaboration between IT and operational teams.

The report highlights that infrastructure and security are now critical factors determining whether AI can scale effectively in industries such as manufacturing, transportation, and energy.

Cisco said organizations that invest in strong networks, cybersecurity, and IT/OT integration are better positioned to expand AI deployments and capture operational benefits.
PRNewswire

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WS Investor 04-07-26

08-29-26WS Investor

08-14-26Global Finance News

08-12-26European Investor

06-20-26European Investor

COINBASE:XRPUSD

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

Powell Just Lit the Fuse on Altcoin Season - Fat Tail Daily

Rate cuts aren’t just good for tech stocks. Lower rates mean more investors will also take a chance on higher-risk cryptos. Here’s the opportunity that’s just getting started…

(daily.fattail.com.au)

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WS Investor 09-27-25

Fidelity crypto half year report link:
https://www.fidelity.com/learning-center/trading-investing/crypto-midyear-outlook-2025?ccsource=em_Promo_1119565_18_0_22171_201

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WS News 06-06-25

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WS News 06-06-25

XRP, SOL, ADA's Coinbase Premium Surges to One-Month High After Trump's Crypto Reserve News

Tokens traded at a notable premium on Coinbase relative to Binance after Trump announced plans for establishing strategic crypto reserve.

(finance.yahoo.com)

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WS News 03-03-25

ripple

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WS Investor 01-15-25

10-04-26The Investor

09-28-26European Investor

09-23-26WS News

09-20-26WS News

09-18-26WS Investor

SGX:U11

UOB share (SGX: U11) versus DBS Group Holdings (SGX: D05) - SG Wealth Builder

UOB share (SGX: U11) versus DBS Group Holdings (SGX: D05)

(sgwealthbuilder.com)

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The Investor 10-04-26

United Overseas Bank Limited reported FY2025 operating profit of S$7.7 billion, while net profit declined 23% year-on-year to S$4.7 billion, mainly due to pre-emptive general allowances set aside in 3Q to strengthen provision coverage .

Net interest income fell 3% to S$9.4 billion as margin compression offset 4% loan growth, while net fee income rose 7% to a record S$2.6 billion, driven by strong wealth management and loan-related fees . Asset quality remained stable with a non-performing loan ratio of 1.5% .

The Board proposed a final dividend of 71 cents per share, bringing total FY2025 dividends to S$1.56 per share (approximately 50% payout ratio). In addition, a special dividend of 50 cents per share was paid during 2025 .

Source: UOB FY2025 Financial Results

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European Investor 02-24-26

GBA Enterprises Accelerate ASEAN Expansion Amid Trade Tensions

Enterprises across the Guangdong-Hong Kong-Macao Greater Bay Area (GBA) are fast-tracking expansion into ASEAN markets as global trade uncertainties and tariff pressures intensify, according to a joint study released by United Overseas Bank (UOB) Hong Kong and the Hong Kong Trade Development Council (HKTDC).

The report, titled “Hong Kong Empowers GBA Enterprises for ASEAN Growth Amid Global Trade Challenges,” found that 73% of surveyed GBA companies plan to accelerate their ASEAN business development. The region is increasingly viewed not just as a diversification strategy, but as a core growth engine.

Vietnam emerged as the top priority market, with companies planning to allocate 47% more resources to expansion there. Indonesia followed with a 37% increase in planned investment, while Thailand and Malaysia each saw 32% projected resource increases. Even Singapore, where GBA firms already maintain a strong presence, is set to receive an average 23% increase in committed resources, particularly in financing and regional office functions.

The study also highlighted a sharp rise in supply chain diversification efforts. Some 91% of respondents intend to expand or maintain ASEAN-based production and sourcing hubs, up seven percentage points from 2024. Meanwhile, 98% continue targeting ASEAN for sales operations, reflecting a 25 percentage point year-on-year increase in companies seeking to expand or maintain sales presence in the bloc.

Despite strong momentum, businesses face growing challenges. The most cited hurdle is identifying suitable local partners (47%), up 24 percentage points from 2024. Cultural and language barriers (46%) and shortages of specialist talent (40%) are also becoming more significant constraints.

Sustainability commitments are also strengthening. Eighty-three percent of participating enterprises have active green initiatives, while 96% plan to increase or maintain ESG funding over the next two years. The average intended ESG funding level has nearly doubled year-on-year to HK$874,771.

The report underscores Hong Kong’s continued role as a “superconnector” between the GBA and ASEAN. Among companies planning to accelerate ASEAN expansion, two-thirds have leveraged Hong Kong’s financial and professional services platform to support their growth strategies. Over 90% are considering or increasing their use of Hong Kong’s sustainable development services, particularly green finance, ESG reporting, and green asset valuation.

The findings are based on responses from more than 600 businesses across Hong Kong and five major mainland GBA cities, illustrating how regional enterprises are repositioning for growth amid shifting global supply chains and geopolitical tensions.

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Global Finance News 02-13-26

Which is the best Singapore bank stock to buy for 6% dividend yield? OCBC, UOB or DBS Bank? | Financial Horse

the best Singapore bank stock to buy...

(financialhorse.com)

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Global Finance News 10-04-25

UOB and Accenture Partner to Advance AI Use in Banking

UOB and Accenture signed a Memorandum of Understanding (MoU) to jointly develop and implement advanced technologies—especially generative AI (GenAI) and agentic AI—over the next three years. This marks Accenture’s first strategic AI-focused collaboration with a Singapore-based bank.

The collaboration aims to transform UOB’s customer experience through AI-driven enhancements in business processes, risk management, productivity, and personalization. UOB will use Accenture’s AI Refinery platform to support this transformation.

Employee upskilling is also a key pillar of the initiative. UOB staff will benefit from Accenture’s LearnVantage training programs to develop AI fluency and apply advanced technologies in their daily work, especially for improved client engagement.

UOB CEO Wee Ee Cheong emphasized the bank’s commitment to leveraging AI to enhance operations and scale personalized services across ASEAN. Accenture CEO Julie Sweet highlighted the partnership’s role in equipping UOB’s workforce for the future while delivering more engaging customer experiences and operational value.

The partnership reinforces UOB’s strategy to build a future-ready bank and Accenture’s commitment to driving business transformation through emerging technologies.

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European Investor 04-30-25

03-11-26The Investor

COINBASE:BTCUSD

Bitcoin headed 'in bullish direction' as investors bet on Fed pause: Chart of the Day

Bitcoin jumped above $86,000 on Friday after a cooler-than-expected jobs report.

(finance.yahoo.com)

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WS News 10-03-26

Gold, Silver and Bitcoin Fall as Rising Treasury Yields Pressure Alternative Assets

Gold, silver and Bitcoin moved sharply lower on Monday as rising U.S. Treasury yields and renewed inflation concerns weighed on assets that do not generate income.

Gold futures fell 3.9% to about $4,151.80 an ounce, while silver dropped 5.5% to $61.24. Bitcoin declined 1.9% to around $82,924, extending the broader risk-off move across markets.

The selloff comes as U.S. bond yields continue to climb, with the 10-year Treasury yield moving above 5.2%. Higher yields increase the opportunity cost of holding gold and silver, while also tightening financial conditions for speculative assets such as Bitcoin.

Rising oil prices are adding to the pressure by pushing inflation expectations higher. That makes investors less confident that the Federal Reserve will be able to ease monetary policy quickly and increases the possibility that interest rates remain elevated for longer.

Silver is underperforming gold because it carries both precious-metal and industrial exposure, making it more sensitive to shifts in growth expectations and market volatility. Bitcoin is also being pressured by the same higher-rate environment as investors reduce exposure to riskier assets.

The common theme across all three markets is the sharp rise in real and nominal yields. Unless Treasury yields stabilize, gold, silver and Bitcoin could remain vulnerable despite their different long-term investment narratives.

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The Investor 09-28-26

Gold and Bitcoin Rise as Investors Seek Safety and Risk Exposure After Fed Decision

Gold and Bitcoin moved higher Friday, with both assets benefiting from shifting expectations around inflation, interest rates and broader market risk sentiment.

December gold futures rose 0.60% to about $4,426 an ounce, extending gains as investors continued to assess the Federal Reserve’s latest rate increase and the outlook for inflation. Gold remained supported by demand for defensive assets, even as oil prices retreated and some immediate geopolitical supply concerns eased.

Bitcoin climbed 2.13% to around $78,019, recovering further from recent weakness. The cryptocurrency moved steadily higher through the session and briefly approached $78,500 as risk appetite improved.

The moves reflect different parts of the same macro environment. Gold is benefiting from continued demand for inflation protection and safe-haven exposure, while Bitcoin is drawing support from stronger appetite for higher-risk assets and renewed interest in crypto after the Fed’s policy decision reduced some uncertainty around the near-term rate outlook.

For both markets, the next major drivers are likely to be U.S. inflation data, Treasury yields, the dollar and any further signals from Federal Reserve officials about the possibility of additional rate increases.

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European Investor 09-18-26

Bitcoin Falls Below $76,000 After CLARITY Act Fails to Advance in Senate

Bitcoin fell 1.5% to around $75,794 on Wednesday, extending losses after the U.S. Senate failed to advance the Digital Asset Market CLARITY Act, dealing a setback to hopes for a comprehensive U.S. regulatory framework for cryptocurrencies.

The legislation failed to clear the Senate’s 60-vote procedural threshold on Tuesday. The vote was 50-49 in favor before a procedural switch, with opposition centered partly on ethics provisions and other unresolved regulatory issues. The bill was designed to establish clearer rules for digital-asset issuance and trading and clarify regulatory responsibilities between the SEC and CFTC. [Reuters)

The regulatory disappointment is being compounded by a difficult macro backdrop. Investors are awaiting Wednesday’s Federal Reserve decision, while elevated U.S. Treasury yields and expectations for a potential rate increase are supporting the dollar and pressuring risk assets including cryptocurrencies.

For Bitcoin, the combination of delayed U.S. regulatory clarity and tighter monetary-policy expectations has weakened momentum after the cryptocurrency recently traded above $80,000.

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European Investor 09-16-26

Gold and Bitcoin End Volatile Week Lower as Fed Rate-Hike Expectations Rise

Gold and Bitcoin came under pressure this week as surging Treasury yields, persistent U.S. inflation and sharply higher oil prices strengthened expectations that the Federal Reserve could raise interest rates at its September meeting.

Gold December futures finished Friday at $4,408.90 per ounce, nearly unchanged on the day but down about 1.8% over five sessions. Spot gold lost roughly 1.5% for the week, marking a third consecutive weekly decline. Rising bond yields were the main headwind, with the U.S. 10-year Treasury yield approaching 5% as investors repriced the interest-rate outlook. (Reuters)

Inflation remained central to the selloff. August CPI rose 0.4% month over month and 3.4% annually, while core prices increased 0.3%. Markets ended the week pricing an approximately 87% probability of a Fed rate increase next week. Gold nevertheless attracted dip-buying on Friday, while geopolitical uncertainty continued to provide some safe-haven support. (Reuters)

Bitcoin followed a similar risk-off pattern, falling about 2.3% over five days to around $77,300. The cryptocurrency briefly approached $80,000 before retreating toward $77,000 as higher yields reduced investor appetite for non-yielding and higher-risk assets.

Oil added another layer of pressure. Brent gained more than 8% for the week despite retreating Friday to $104.61, as Middle East supply disruptions kept inflation concerns elevated.

Next week’s Federal Reserve decision is therefore the key catalyst for both assets. A rate hike accompanied by a hawkish outlook could keep gold and Bitcoin under pressure, while a less aggressive Fed message and a retreat in Treasury yields could provide room for a rebound.

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The Investor 09-12-26

Gold, Silver and Bitcoin Fall as Higher Yields Keep Pressure on Alternative Assets

Gold, silver and Bitcoin traded lower Friday as elevated Treasury yields and persistent uncertainty over the Federal Reserve’s interest-rate outlook continued to weigh on non-yielding and risk-sensitive assets.

December gold futures fell 0.51% to $4,384.70 an ounce, although prices recovered substantially from an intraday low near $4,350. December silver declined 0.66% to $64.50 an ounce after also rebounding from earlier losses.

Bitcoin was down 1.04% over the past 24 hours at around $77,151. The cryptocurrency briefly fell toward $76,500 before recovering, but remained well below the $78,000 area seen earlier in the period.

The moves come after Thursday’s stronger-than-expected U.S. producer inflation data pushed Treasury yields sharply higher and revived concerns that the Fed could maintain a tighter policy stance. Meanwhile, oil prices remain above $100 a barrel despite Friday’s pullback, keeping energy-driven inflation risks in focus.

Investors are now turning their attention to Friday’s U.S. consumer inflation data, which could provide the next major signal for Treasury yields, the dollar, precious metals and Bitcoin ahead of next week’s Federal Reserve meeting.

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European Investor 09-11-26

Gold, Silver and Bitcoin Slide as Surging Treasury Yields Trigger Broad Selloff

Gold, silver and Bitcoin fell sharply Thursday as rising U.S. Treasury yields and renewed inflation concerns pressured both precious metals and cryptocurrencies.

December gold futures dropped 1.23% to $4,405.70 an ounce, while December silver futures plunged 4.98% to $65.23. Bitcoin fell 2.71% over 24 hours to around $77,016, briefly approaching $76,700.

The selloff came as the benchmark 10-year U.S. Treasury yield surged to around 4.92%, its highest level since late 2023. Higher yields increase the opportunity cost of holding non-yielding assets such as gold and silver and can also tighten financial conditions for risk assets including Bitcoin.

Inflation concerns intensified after August U.S. producer prices rose 0.4% month over month and 5.4% year over year, slightly above the 5.3% annual forecast. At the same time, Brent crude surged above $104 a barrel as supply disruptions and a sharp decline in Saudi production heightened fears that energy costs could keep inflation elevated.

Silver significantly underperformed gold, reflecting its greater volatility and sensitivity to both investment flows and industrial demand. Bitcoin also came under pressure as higher bond yields reduced investors’ appetite for risk.

Markets now turn to Friday’s U.S. CPI report. Another strong inflation reading could reinforce expectations for tighter Federal Reserve policy and keep upward pressure on Treasury yields, creating further headwinds for precious metals and cryptocurrencies.

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WS News 09-10-26

Gold and Bitcoin Rise as Middle East Tensions Drive Volatility Across Markets

Gold and Bitcoin moved higher Wednesday as escalating Middle East tensions, oil prices above $100 and renewed inflation concerns drove volatility across global markets.

December gold futures rose 0.77% to $4,473.10 per ounce, extending an intraday rebound as investors sought traditional safe-haven assets. Spot gold was also higher on the day as global equities declined.

Geopolitical risk remains a major catalyst. Brent crude climbed above $100 per barrel for the first time since July as renewed U.S.-Iran attacks, strikes on tankers and attacks on Saudi energy facilities intensified concerns over Middle East oil supplies. Brent reached an intraday high of $100.90, while flows through the Strait of Hormuz have fallen sharply.

Bitcoin also advanced, rising 1.76% over the past 24 hours to around $79,303 after trading below $78,000 earlier in the period. The cryptocurrency’s recovery came despite pressure on U.S. equities and rising Treasury yields, suggesting some improvement in crypto risk appetite.

However, higher oil prices create a competing risk for both assets. The energy surge is increasing inflation concerns and strengthening the case for tighter monetary policy. The U.S. 10-year Treasury yield was around 4.81%, near a three-year high, as markets await producer and consumer inflation reports later this week.

Gold is currently benefiting more directly from safe-haven demand, while Bitcoin remains sensitive to the outlook for interest rates and broader risk sentiment. Upcoming U.S. inflation data could therefore be the next major catalyst for both markets.

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WS Investor 09-09-26

Bitcoin Falls Below $79,000 as Fed Rate-Hike Bets and U.S.-Iran Conflict Weigh

Bitcoin extended its decline on Monday, falling below $79,000 as stronger U.S. interest-rate expectations and escalating tensions between the United States and Iran pressured risk appetite.

Bitcoin was trading at $78,866.34, down 1.02% over 24 hours. The cryptocurrency briefly traded above $80,000 earlier in the period before falling toward an intraday low near $78,500.

The decline follows Friday’s stronger-than-expected U.S. employment report. The economy added 162,000 jobs in August versus expectations of roughly 55,000, pushing the probability of a September Federal Reserve rate hike back toward 60%. Higher Treasury yields and tighter financial conditions tend to weigh on speculative assets including cryptocurrencies and gold.

Geopolitical risks are adding another layer of pressure. The U.S.-Iran conflict escalated over the weekend, driving Brent crude toward $97 as investors assessed the risk of further disruptions to Middle Eastern energy supplies. Higher oil prices could reinforce inflation pressures and make it harder for the Fed to adopt a more accommodative stance.

Bitcoin had climbed above $82,000 last week, but the combination of rising rate expectations, higher oil prices and geopolitical uncertainty has reversed part of that rally.

Attention now shifts to this week’s U.S. inflation data. A stronger-than-expected reading could reinforce expectations for a September rate hike and put further pressure on Bitcoin, while softer inflation could help restore risk appetite.

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WS Investor 09-07-26

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

10-04-26The Investor

10-01-26WS News

09-28-26European Investor

09-24-26WS News

09-23-26WS News

SGX:D05

UOB share (SGX: U11) versus DBS Group Holdings (SGX: D05) - SG Wealth Builder

UOB share (SGX: U11) versus DBS Group Holdings (SGX: D05)

(sgwealthbuilder.com)

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The Investor 10-04-26

10 things I learned from the 2026 DBS Group AGM

DBS’s performance marked by record net new money inflows and a doubling of AUM since 2019 suggests a strong and self-reinforcing path ahead.

(fifthperson.com)

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Global Finance News 04-08-26

DBS and Bank of China expand partnership to boost regional financial innovation

March 25, 2026 — DBS Group and Bank of China (BOC) announced an expanded strategic partnership aimed at accelerating financial innovation and strengthening cross-border trade and investment flows across Asia.

The agreement, signed during the China Development Forum in Beijing, focuses on key areas including fintech innovation, cross-border RMB solutions, regional connectivity, sustainable finance, and third-party market expansion. Both banks plan to leverage their complementary strengths to support Chinese enterprises expanding overseas and facilitate global investments into China.

The collaboration will deepen joint operations across major regional markets such as Singapore, Indonesia, and Vietnam, while also enhancing capabilities in trade finance, bond markets, and digital RMB initiatives.

Executives from both institutions emphasized that the partnership builds on a longstanding relationship and reflects a shared commitment to driving regional economic integration, innovation, and sustainable growth.

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European Investor 03-25-26

If I have $1 million for the Iran War Recovery: Buy S-REITs, DBS Bank, or Gold? | Financial Horse

I previously shared that this US Iran was not going to be straightforward. For the simple reason that Iran is psychologically in the same place as Ukraine – defending their homeland.

(financialhorse.com)

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WS Investor 03-15-26

DBS Bank received a principal underwriting licence from China’s National Association of Financial Market Institutional Investors to underwrite non-financial corporate bonds in the China Interbank Bond Market.

The approval makes DBS the only Singapore-headquartered bank licensed to lead underwrite all onshore corporate bond issuances in the market, strengthening its role as a gateway for global issuers and investors seeking access to China’s bond market.

DBS China also accounted for 38% of Panda bond issuances in the China Interbank Bond Market in 2025, participating in RMB 65.8 billion of deals. The bank said the licence will help attract more international issuers and expand global investor access to renminbi-denominated assets.

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Global Finance News 03-04-26

DBS Bank Ltd announced that from 1 April 2026, consumers can receive 10-cent refunds via DBS PayLah! when returning eligible beverage containers at Reverse Vending Machines (RVMs) under Singapore’s Beverage Container Return Scheme.

Users can generate a personal QR code within the DBS PayLah! app and scan it at participating machines to receive refunds directly into their digital wallets. The feature is available to all eligible users in Singapore, including those without a DBS or POSB bank account, who can still sign up for PayLah! and transfer funds to other bank accounts.

The integration, in partnership with Beverage Container Return Scheme Ltd., aims to make recycling more convenient and support Singapore’s circular economy goals by embedding sustainability into everyday digital payment habits.

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Global Finance News 03-02-26

DBS Group and Granite Asia have entered a three-year strategic partnership to develop investment and financing solutions aimed at supporting Asia’s next generation of high-growth companies, beginning with the close of a USD 110 million AI-focused IPO fund.

The fund, distributed exclusively to DBS’ wealth clients, targets IPOs of high-growth AI-driven companies in Asia and is designed to accelerate the region’s AI ecosystem. Since 2015, more than 13,000 AI-driven companies have been founded in Asia, many now seeking capital to scale. The fund attracted investors from Southeast Asia, South Asia and Europe, reflecting strong global interest in Asian AI listings.

Under the partnership, Granite Asia will create new funds exclusively for DBS clients and offer co-investment opportunities. A private capital product is also in development to provide non-dilutive capital to technology-enabled Asian businesses, while giving DBS wealth clients access to asset classes typically reserved for institutional investors.

DBS will leverage its corporate and investment banking platform to support Granite Asia’s funds and portfolio companies across their lifecycle. This includes subscription financing, corporate loans, M&A advisory, bond issuances and IPO preparation, reflecting DBS’ integrated “One Bank” model that combines wealth management, institutional banking and global markets capabilities.

Granite Asia, which manages USD 10 billion in assets and co-managed capital, has invested in 127 unicorn companies and supported 65 IPOs globally. In the past six months alone, it has recorded five listings and 10 additional IPO filings among its portfolio companies.

DBS CEO Tan Su Shan said the partnership aligns with the bank’s heritage as a development bank and its ambition to power Asia’s next generation of global leaders, particularly as capital flows into Asia increase and equity market listings regain momentum. Granite Asia’s senior managing partners Jenny Lee and Jixun Foo highlighted the combination of technology-focused investment expertise and DBS’ regional banking strength as a platform to help founders scale across borders and mature into global champions.

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WS Investor 02-23-26

DBS profit falls 10% - Is it time to sell DBS Bank? Or buy more at 5.6% dividend yield? | Financial Horse

lot of you probably saw the headlines this week about DBS Bank profits falling 10%. This led to a lot of discussion as to whether DBS profits are topping out – and whether it is time to take profit in DBS Bank.

(financialhorse.com)

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Global Finance News 02-14-26

DBS said a strong majority of Singapore SMEs are planning overseas expansion and increasing technology adoption to drive growth in 2026, despite trade and cost pressures, according to its latest Business Pulse Check Survey.

The survey of 730 companies found that 82% of SMEs intend to internationalise next year, led by firms in information and communications and manufacturing, as they seek new customer bases and stronger overseas brand presence. Around 67% of respondents are already using artificial intelligence to improve productivity, although only 12% have fully integrated AI across their operations, highlighting uneven adoption across sectors.

Sustainability readiness has improved markedly, with 49% of SMEs now considering themselves prepared, up from about one-third a year earlier, while the share feeling unprepared has fallen sharply. Despite headwinds from tariffs and trade restrictions, 57% of businesses expect performance to improve in 2026, supported by investments in productivity, technology and regional expansion.

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European Investor 02-10-26

DBS Group reported a record profit before tax of SGD 13.1 billion for 2025, supported by higher total income and resilient fee and trading performance despite a challenging interest rate environment. Total income rose 3% year on year to a new high of SGD 22.9 billion, while strong deposit growth and proactive hedging helped offset pressure from lower rates and a stronger Singapore dollar. Net profit declined 3% to SGD 11.0 billion due to higher tax expenses following the implementation of the global minimum tax, with return on equity at a robust 16.2%.

The board proposed a final ordinary dividend of 66 cents per share, lifting the full-year dividend to SGD 3.06 per share, including capital return dividends, up 38% from the previous year. Asset quality remained sound with a stable NPL ratio of 1.0%, while loans and deposits recorded solid growth. DBS said strong wealth management fees, record deposit inflows, and disciplined cost control underpin its confidence heading into 2026 despite ongoing rate and geopolitical headwinds.

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WS Investor 02-09-26

03-11-26The Investor

Nifty 50

Week Ahead: Nifty Violates Key Support; Still Stays Prone To Imminent Rebound

The technical structure of the Nifty has weakened. Is a rebound likely? Keep an eye on these key zones in the Nifty. A break above or below these levels can indicate which direction the index is likely to move.

(articles.stockcharts.com)

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The Investor 10-04-26

Key Triggers for Indian Markets This Week: US Fed Policy, FII Flows, And More

The Nifty closed up 0.8%, reclaiming the 24,000 level, while the Sensex also rose 0.8%, adding more than 600 points to end at 77,303. Indian markets witnessed a recovery in the session, with benchmark indices ending higher and reclaiming key psychological levels. However, broader sentiment remains cautious amid mixed global signals.

(tradebrains.in)

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WS Investor 04-27-26

Week Ahead: Strong Start Likely; Need Sustained Close Above Key Levels For Rebound Extensions

The Nifty has rebounded from lower levels. Will it break above a key resistance level, or will it remain within a broad consolidation? Here's a deeper analysis of the Nifty 50 Index to help plan for the week ahead.

(articles.stockcharts.com)

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The Investor 04-20-26

Week Ahead: NIFTY Near To Its Inflection Point; Minor Rebounds Likely, Though Overall Structure Stays Bearish

With the Indian market ending the week in the negative and volatility elevated, Milan Vaishnav digs into what the coming days hold for the Nifty.

(articles.stockcharts.com)

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European Investor 03-15-26

12 SME stocks in which Ashish Kacholia holds up to 9.3% stake as of December; Do you own any?

SME stocks in which Ashish Kacholia holds ...

(tradebrains.in)

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The Investor 02-20-26

Week Ahead: Nifty Near a Tactical Inflection Point

After a week of heightened volatility, the Nifty ended the week with gains and a positive broader trend. What will it take to reassert upside momentum -- or a correction?

(articles.stockcharts.com)

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The Investor 02-08-26

Blog - Trade Brains

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The Investor 02-08-26

Nifty Awaits Budget Trigger as Consolidation Narrows

With the Union Budget coming up, Milan Vaishnav analyzes the state of the Nifty ahead of the special session and what could be expected.

(articles.stockcharts.com)

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European Investor 02-01-26

Nifty Breaks Key Support: What Lies Ahead in the Truncated Expiry Week

The current technical structure of the Nifty reflects a significant breakdown. Will a deeper corrective move follow?

(articles.stockcharts.com)

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WS Investor 01-24-26

Are Indian Stocks Simply Too Expensive, or Are Tariffs the Real Problem?

For months, analysts and investors have blamed rising tariffs and trade tensions, especially between the U.S. and its major trading partners, for the slow performance of Indian stocks.

(tradebrains.in)

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WS Investor 01-24-26

06-14-26Global Finance News

05-08-26Global Finance News

01-29-26WS Investor

11-24-25The Investor

11-14-25The Investor

Brent Crude

U.S. Crude Inventories Rise as Atlanta Fed GDPNow Estimate Drops to 3.7%

U.S. crude oil inventories increased by 922,000 barrels in the latest weekly report, contrary to expectations for a 700,000-barrel decline. The previous reading showed a much larger 2.969 million-barrel build.

Inventories at Cushing, Oklahoma, also rose by 553,000 barrels after increasing by 2.266 million barrels previously, adding to signs of a looser near-term crude supply balance.

Separately, the Atlanta Fed’s GDPNow estimate for third-quarter U.S. economic growth fell sharply to 3.7% from 5.0%. The previous estimate had also stood at 5.0%.

For markets, the inventory build is a negative signal for crude prices because it suggests supply exceeded expectations during the week. At the same time, the lower GDPNow estimate points to softer expected economic growth, which could further weigh on oil demand expectations while supporting expectations for a less restrictive Federal Reserve stance.

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Global Finance News 09-30-26

Brent Crude Rises 1.6% as U.S.-Iran Talks Stall and Hormuz Risks Persist

Brent crude futures rose 1.6% to around $99 a barrel on Monday as geopolitical risk returned to the market following another setback in U.S.-Iran negotiations.

Oil prices gained after U.S. President Donald Trump rejected Iran’s latest proposal aimed at reopening the Strait of Hormuz, while both sides remained open to further talks. The unresolved dispute has kept a geopolitical premium in crude because the waterway remains critical to Gulf oil exports.(thenationalnews*com)

At the same time, supply concerns are being partly offset by improving regional export flows. Middle East crude exports are on track to reach about 12.8 million barrels per day in September, their highest level since the conflict began, while shipments through Hormuz have also recovered significantly from earlier disruptions.(Iran International)

Saudi Arabia’s East-West pipeline has also restarted after being damaged earlier this month, providing another route for crude exports and limiting some of the upside pressure on prices. (Reuters)

The result is a highly volatile oil market: geopolitical tensions continue to support Brent, while improving Gulf exports and alternative Saudi shipping routes are preventing supply fears from escalating further.

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The Investor 09-28-26

Brent Crude Climbs Back Above $100 as U.S.-Iran Tensions Revive Supply Concerns

Brent crude futures rose 2.08% to $100.16 a barrel on Thursday as renewed concerns over Middle East supply risks outweighed recent optimism around improving Gulf exports.

Oil prices rebounded after hopes for a quick U.S.-Iran diplomatic breakthrough faded. Talks surrounding the UN General Assembly produced limited progress, while uncertainty remained over the reopening of the Strait of Hormuz, a critical route for global crude shipments. (The National)

The move reverses part of Brent’s recent decline. Earlier this week, prices had fallen below $100 as Saudi Arabia restarted its East-West pipeline and markets anticipated increased exports through the Red Sea, while expectations for U.S.-Iran negotiations reduced the geopolitical risk premium. (FXStreet)

Supply concerns have not disappeared, however. Restrictions around Hormuz remain a major risk, while tight refined-product markets—particularly diesel—are adding support to crude prices. (Kitco)

Near-term direction is likely to remain highly sensitive to developments between Washington and Tehran, shipping flows through Hormuz and the pace of Saudi supply normalization.

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European Investor 09-24-26

Brent Crude Falls 1.1% as Saudi Pipeline Restarts and Hormuz Reopening Hopes Pressure Prices

Brent crude futures fell 1.14% to around $99.20 a barrel Tuesday, extending recent weakness as improving Middle East supply prospects reduced some of the geopolitical risk premium in oil prices.

The biggest pressure came from Saudi Arabia’s East-West Pipeline. The kingdom has restarted operations after the route was shut following drone attacks, and exports from the Red Sea port of Yanbu could resume. The pipeline had been used to reroute roughly 4 million barrels per day around the Strait of Hormuz, making its restart an important development for regional supply. (Reuters)

Oil prices also weakened after Iran signaled that the Strait of Hormuz could reopen within seven days if the U.S. eases military pressure and lifts its blockade on Iranian ports. The possibility of renewed diplomacy has reduced fears of a prolonged disruption through one of the world’s most important oil transit routes. (Reuters)

At the same time, physical supply flows appear to be adapting. Middle Eastern exporters have increasingly used alternative routes and storage hubs, while Saudi shipments have remained stronger than initially feared.

Still, downside risks are not one-sided. Shipping traffic through Hormuz remains far below pre-conflict levels, and continued regional fighting means oil could remain volatile even if supply conditions improve further.

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WS Investor 09-22-26

Brent Crude Falls 4% as Supply Fears Ease

Brent crude futures fell 4.01% to around $99.71 a barrel Monday, dropping back below the $100 level as traders reduced part of the geopolitical risk premium built into oil prices over the past week.

The decline reflects growing confidence that Saudi crude exports are recovering from recent disruptions and that alternative export routes are helping stabilize regional supply. Reuters reported that Saudi shipments have rebounded sharply in September, easing fears of a prolonged supply shock.

Oil was also pressured by renewed hopes for diplomatic progress involving the U.S. and Iran, which reduced some concern that Middle East tensions could escalate further and disrupt major energy routes.

Despite the pullback, geopolitical risk remains elevated. Shipping through the Strait of Hormuz is still below normal levels, and recent attacks on regional infrastructure continue to leave the market vulnerable to sudden supply disruptions.

For now, Brent’s move below $100 suggests traders are shifting their focus from worst-case supply scenarios toward improving export flows and the possibility of diplomatic de-escalation.

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The Investor 09-21-26

Brent Crude Falls Below $100 as Saudi Supply Concerns Ease

Brent crude futures fell 1.37% to around $98.56 a barrel Friday morning, extending a multi-session decline as fears of an immediate Saudi supply disruption continued to fade.

Oil prices had surged earlier in the week after attacks damaged Saudi Arabia’s East-West pipeline and disrupted loadings from the Yanbu export hub. Since then, Saudi Arabia has begun restoring pipeline capacity and increasing crude movements through alternative routes, including Oman, reducing some of the geopolitical risk premium that had pushed Brent toward $110. (Reuters)

Geopolitical risks remain significant in Middle East and Ukraine, however. That means oil prices could remain volatile even as immediate supply fears ease.

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European Investor 09-18-26

Brent Crude Falls 1.4% as Middle East Supply Fears Ease

Brent crude futures fell 1.44% to around $104.31 a barrel Thursday morning, extending their retreat from this week’s highs as concerns over immediate Middle East supply disruptions eased.

Oil prices came under pressure as Saudi Arabia worked to maintain crude exports following attacks on its East-West pipeline. Saudi shipments are being redirected through Oman’s Sohar port, while expectations that damaged pipeline infrastructure could return to service within days have reduced some of the geopolitical risk premium that recently pushed Brent toward $110. (Reuters)

Prices also reacted to comments from U.S. President Donald Trump expressing hope that the war with Iran was nearing an end, although fighting involving Saudi Arabia and Houthi forces continued to keep regional supply risks elevated. (Internazionale)

Brent nevertheless remains above $100 as Middle East tensions continue to threaten energy flows.

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Global Finance News 09-17-26

Brent Crude Surges Above $109 as Saudi Pipeline Shutdown Deepens Supply Fears

Brent crude surged more than 4% on Monday, climbing to $109.33 a barrel as escalating Middle East disruptions intensified concerns over global oil supplies.

The latest rally followed drone attacks that damaged Saudi Arabia’s East-West pipeline, forcing the key route to remain closed over the weekend. The pipeline has become particularly important because it allows Saudi crude to bypass the Strait of Hormuz and reach the Red Sea. Reuters reported that fresh attacks on Saudi energy infrastructure and vessels in the region have compounded supply concerns.

Risks are also increasing around the Bab el-Mandeb shipping route, while a planned meeting between Iran and Gulf states to discuss shipping through the Strait of Hormuz was postponed. The setback reduced hopes for an immediate diplomatic solution to disruptions affecting some of the world’s most important energy corridors.(Reuters)

Brent has now returned to the $109 area after briefly retreating toward $104 late last week. The renewed surge is likely to keep inflation concerns elevated ahead of this week’s Federal Reserve decision, with higher energy costs adding another complication for the interest-rate outlook.

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WS Investor 09-14-26

Brent Crude Falls 3% as Diplomatic Hopes Trigger Pullback From Near $110

Brent crude futures fell sharply on Friday, retreating 3.02% to $104.38 a barrel after briefly approaching $110 earlier in the session. The decline follows Thursday’s 6.3% surge, when Brent settled at $107.63 amid escalating attacks on shipping in the Middle East.

The pullback came as traders reacted to reports that Gulf ministers are expected to meet Iran next week in an effort to secure temporary access through the Strait of Hormuz. Any improvement in shipping conditions could ease some of the supply-risk premium that has rapidly built into crude prices. (Financial Times)

Still, supply risks remain elevated. Traffic through Hormuz continues to be constrained, while the Iran-aligned Houthis’ seizure of Yemen’s Mocha port has increased concerns over another critical shipping route near the Bab al-Mandeb Strait.

Despite Friday’s decline, Brent remains on track for a weekly gain of roughly 10% and is set to finish the week above $100 for the first time since mid-May, underscoring how strongly the prolonged Middle East conflict continues to influence global energy markets.

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European Investor 09-11-26

Brent Crude Surges Above $105 as Middle East Supply Crisis Deepens

Brent crude oil extended its powerful rally Thursday, climbing 4.28% to $105.54 a barrel as escalating Middle East tensions and severe supply disruptions intensified concerns over global oil availability. Brent has now gained more than 10% over the past five sessions.

A sharp deterioration in Saudi Arabian supply has become a major catalyst. Saudi crude production reportedly fell to around 6.2 million barrels per day in August, down roughly 23% and reaching levels last seen in the 1990s, as regional conflict disrupted exports and shipping routes (Financial Times).

The broader supply picture is also tightening. Flows through the Strait of Hormuz remain severely constrained amid the U.S.-Iran conflict. The disruptions have increased concerns that available supply may struggle to compensate for lost Gulf barrels.

The oil rally is also spilling into global financial markets. U.S. producer inflation accelerated to 5.4% year over year in August, while the 10-year Treasury yield climbed to around 4.92% as investors assessed the risk that higher energy costs could prolong inflation and force the Federal Reserve to maintain tighter monetary policy.

With Brent now firmly above $100, markets are closely watching developments around Hormuz and Saudi production. Further supply disruptions could keep upward pressure on crude prices and reinforce inflation concerns across the global economy.

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The Investor 09-10-26

10-04-26The Investor

09-30-26WS News

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NYSE:NKE

Nike and Lululemon fall 80% to lowest price in 10 years — will I buy either stock? | Financial Horse

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The Investor 10-04-26

Nike Stock Falls 10% Premarket as Weak Sales Outlook Overshadows Margin Improvement

Nike shares fell about 10% in premarket trading after the company reported fiscal first-quarter results showing continued revenue pressure and issued a weak full-year sales outlook.

Fiscal Q1 revenue fell 4% to $11.2 billion, or 5% on a currency-neutral basis. Nike Brand revenue declined 4%, while Nike Direct revenue dropped 8%, including a 13% decline in Nike Brand Digital sales. Converse remained particularly weak, with revenue falling 28%.

Profitability showed some improvement. Gross margin expanded 60 basis points to 42.8%, helped by lower warehousing and logistics costs, while selling and administrative expenses declined 3%. Net income was $0.7 billion, down 2%, and diluted EPS was $0.48.

The main pressure on the stock appears to be the outlook. Nike expects fiscal 2027 revenue to decline at a high-single-digit rate and adjusted EPS of $1.15 to $1.35. That signals that the company’s turnaround is likely to take longer, despite progress in margins and cost control.

Management also acknowledged continued weakness in Nike Sportswear, Jordan Brand and Greater China. The new Pace restructuring program is expected to generate about $2.5 billion in cumulative savings through fiscal 2031, but it also carries roughly $1.0 billion of expected pre-tax charges.

The premarket selloff suggests investors are focusing less on the quarter’s margin improvement and more on the depth and duration of the revenue decline, particularly in digital sales, China and key lifestyle categories.

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WS News 10-02-26

Nike (NKE) Stock Gains as Strong Earnings Continue to Support Sentiment Amid Guggenheim Rating Reiteration

Nike (NYSE: NKE) shares rose 2.4% on Thursday as investors continued to react positively to the company's stronger-than-expected quarterly earnings, while a fresh analyst update reinforced confidence in the athletic apparel giant.

On Friday, Guggenheim reiterated its Buy rating on Nike, maintaining a $60 price target. The reaffirmed bullish stance followed Nike's fiscal fourth-quarter results released earlier this week, which showed earnings and profitability well ahead of market expectations.

For the quarter, Nike reported diluted earnings per share of $0.72, significantly above analyst estimates, supported by a sharp improvement in gross margin to 49.2%. The company also posted stronger wholesale sales, while management highlighted continued progress in restructuring the business and improving profitability despite ongoing revenue headwinds.

Although Nike continues to face softer demand in key international markets and weakness in its direct-to-consumer business, investors focused on the company's improving margins, disciplined cost management, and signs that its turnaround strategy is gaining traction.

The combination of stronger-than-expected earnings and Guggenheim's reaffirmed Buy rating helped support investor sentiment, contributing to Thursday's gains as the market looked beyond near-term sales challenges toward Nike's longer-term recovery.

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The Investor 07-04-26

Nike (NYSE: NKE) shares fell 4.3% in premarket trading after the company reported fiscal fourth-quarter and full-year 2026 results, while Guggenheim reiterated its Buy rating with a $60 price target.

Although Nike reported diluted EPS of $0.72, boosted by a one-time $0.52 benefit from the expected recovery of IEEPA tariffs, quarterly revenue declined 1% year over year to $11.0 billion as weakness in Nike Direct and continued softness in Greater China weighed on results. Full-year net income also slipped 3% despite management highlighting progress in improving profitability and strengthening the company's long-term growth strategy.

The market appeared to focus on the company's ongoing top-line headwinds and challenging consumer environment, overshadowing Guggenheim's continued bullish stance and sending Nike shares lower in premarket trading.

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The Investor 07-01-26

Nike (NKE) Stock Falls 4% Premarket Despite Q4 Earnings Beat as Core Business Weakness Persists

Nike (NYSE: NKE) shares fell approximately 4.3% in premarket trading on Wednesday after the athletic apparel giant reported fiscal fourth-quarter 2026 results that met expectations but highlighted continued weakness in its core business.

While the company posted stronger reported earnings and a sharp improvement in gross margin, much of the upside was driven by a one-time tariff-related benefit rather than underlying operating momentum.

# Revenue Declines Continue

Nike reported fourth-quarter revenue of $11.0 billion, down 1% year over year, or 4% on a currency-neutral basis.

The company's wholesale business showed signs of improvement, with revenue rising 4%, but Nike Direct sales fell 7% as digital revenue declined 12% and company-owned store sales decreased 7%. Converse also remained a weak spot, with revenue plunging 32% during the quarter.

For the full fiscal year, revenue was essentially flat at $46.4 billion, reflecting continued top-line headwinds.

# Earnings Boosted by One-Time Tariff Recovery

Gross margin expanded 890 basis points to 49.2%, while diluted earnings per share increased to $0.72 from the prior year.

However, the results were heavily supported by a nearly $1 billion expected recovery of International Emergency Economic Powers Act (IEEPA) tariffs, which added approximately 900 basis points to gross margin and contributed $0.52 to quarterly earnings per share.

Excluding this one-time benefit, profitability would have been significantly weaker.

# Turnaround Progress Remains Gradual

Management said Nike continues to make progress repositioning the business through product innovation, marketplace improvements, and tighter cost controls. The company also highlighted growth in North America and improving performance in its wholesale channel.

However, ongoing weakness in Nike Direct, continued declines in Greater China, and soft consumer demand indicate the turnaround remains in its early stages.

# Why NKE Stock Is Falling Today

Investors appeared to focus on the underlying business rather than the headline earnings beat.

Key concerns included:

* Fourth-quarter revenue declined 1%.
* Nike Direct revenue fell 7%, with digital sales down 12%.
* Converse revenue dropped 32%.
* Much of the earnings and margin improvement came from a one-time tariff recovery.
* Management acknowledged continued top-line headwinds despite operational progress.

While Nike demonstrated improving financial discipline and delivered results in line with expectations, investors appeared disappointed that underlying sales trends remain weak, sending the stock more than 4% lower in premarket trading.

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The Investor 07-01-26

Nike (NYSE: NKE) shares fell 2.5% on Thursday, extending recent weakness ahead of the company's earnings release as investors remained cautious about the pace of its turnaround and the broader consumer spending environment.

On Friday, sentiment remained under pressure after KeyCorp downgraded the stock to Sector Weight, reflecting a more cautious view on Nike's near-term outlook. The downgrade suggests analysts see limited upside in the current environment despite the company's ongoing efforts to refresh its product lineup, strengthen wholesale partnerships, and improve brand momentum.

Nike continues to focus on rebuilding sales growth through product innovation and a more balanced distribution strategy. However, analysts remain concerned that competitive pressures and uneven consumer demand could delay a meaningful recovery in revenue and profitability.

The downgrade adds to recent investor caution, with the market continuing to look for clearer evidence that Nike's strategic initiatives can translate into sustained earnings growth.

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WS Investor 06-26-26

Nike stock steadies in premarket after CEO Elliott Hill discloses $1 million share buy

Nike stock steadies in premarket after CEO Elliott Hill discloses $1 million share buy - TechStock²

(ts2.tech)

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WS News 12-31-25

NIKE Reports Fiscal 2026 Second Quarter Results

NIKE, Inc. reported its fiscal 2026 second quarter results for the period ended November 30, 2025, showing modest top-line growth amid ongoing business repositioning efforts. Quarterly revenues reached $12.4 billion, up 1 percent on a reported basis, while diluted earnings per share declined 32 percent year over year to $0.53.

Wholesale revenue rose 8 percent to $7.5 billion, driven primarily by growth in North America. In contrast, NIKE Direct revenue declined 8 percent to $4.6 billion, reflecting weaker digital sales and lower performance at company-owned stores. Converse revenue fell sharply to $300 million, down 30 percent year over year.

Gross margin decreased by 300 basis points to 40.6 percent, largely due to higher tariffs in North America. Net income declined to $0.8 billion, down 32 percent from the prior year. During the quarter, NIKE returned approximately $598 million to shareholders through dividends, extending its record of 24 consecutive years of dividend growth.

Management stated that fiscal 2026 remains a transition year focused on operational realignment, strengthening partner relationships, and repositioning the product portfolio to support long-term growth and profitability.

Source: Business Wire

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WS Investor 12-20-25

NIKE, Inc. (NYSE: NKE) announced today that its Board of Directors has declared a quarterly cash dividend of $0.41 per share on the Company’s outstanding Class A and Class B Common Stock payable on January 2, 2026, to shareholders of record at the close of business on December 1, 2025.

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Global Finance News 11-21-25

Nike, Inc. (NYSE: NKE) reported fiscal 2026 first quarter revenues of $11.7 billion, up 1% year-over-year on a reported basis but down 1% on a currency-neutral basis. Wholesale revenues grew 7% to $6.8 billion, offsetting a 4% decline in Nike Direct sales, while Converse revenues plunged 27% to $366 million. Gross margin fell 320 basis points to 42.2%, pressured by lower average selling prices, channel mix, and higher North American tariffs. Net income dropped 31% to $700 million, with diluted EPS down 30% to $0.49.

Inventories stood at $8.1 billion, down 2% from last year, while cash and equivalents declined to $8.6 billion after dividends, buybacks, bond repayments, and capex. Nike returned $714 million to shareholders in the quarter through $591 million in dividends, up 6% year-over-year, and $123 million in buybacks. To date, $12.1 billion of shares have been repurchased under its $18 billion program. Management highlighted continued progress in its “Win Now” strategy focused on North America, Wholesale, and Running, while noting uneven recovery across geographies and categorieS.

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WS Investor 09-30-25

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