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Samsung Beats High Estimates After AI Chip Sales Defy War Fears

(Bloomberg) — Samsung Electronics Co. earned a far stronger-than-expected eight-fold leap in quarterly profit, underscoring robust demand for AI memory chips in the face of markets roiled by war in the Middle East. Customers led by cloud service providers are ramping up orders for high-bandwidth memory and other chips used in data centers to feed […]

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S&P 500, Dollar Are Overpriced — But Peter Schiff Warns Of A Bigger Mistake For U.S. Investors – ASML Hol

Investor Peter Schiff believes both the S&P 500 and the U.S. dollar are fundamentally overpriced. For Schiff, a long-time dollar critic, this “valuation gap” creates an illusion for investors who interpret rising equity markets as a sign of wealth creation. This trend is the “nominal mirage.” Investors see portfolios rising, but fail to account for […]

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Netflix Price Increases Were Illegally Issued, Rome Court Rules

A Rome court has found that Netflix illegally issued price increases from 2017 to 2024 by changing the terms of its subscription without sufficient notice and reasoning. Netflix has roughly 5.4 million users in Italy. They could receive a refund of up to €500 depending on their subscription tier, according to advocacy group Consumer Movement, […]

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DFAX Is A Good International ETF, But Its Sister Fund DFIV Looks Better (NYSEARCA:DFAX) – Seeking Alpha

DFAX Is A Good International ETF, But Its Sister Fund DFIV Looks Better (NYSEARCA:DFAX)  Seeking Alpha Read the full article…

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Jamie Dimon Warns: Geopolitical Risks May Force Higher Interest Rates

Geopolitical Instability Fuels Inflation Worries JPMorgan Chase CEO Jamie Dimon warned in his latest shareholder letter that escalating geopolitical tensions, particularly the conflict in Iran, are a key driver of commodity price shocks. This, he explained, risks entrenching “sticky inflation,” potentially forcing interest rates higher than markets currently expect. Dimon cited broader global instability, including […]

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Review: SAS A350 Business Class (Los Angeles – Copenhagen)

My 10.5-hour SAS A350 flight in business class from Los Angeles to Copenhagen was another excellent overall experience on Scandinavian Airlines, though a trio of factors onboard limited my rest on what is ordinarily a flight perfectly timed for sleeping. I prefer flying nonstop from Los Angeles to Europe (versus a connection in the US […]

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How The LTM (NSEI:LTM) Investment Story Is Shifting As Analyst Views Diverge

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for FREE. The fair value estimate for LTM has been trimmed from ₹5,951.97 to ₹5,435.49, an adjustment of about 8.7% in the modelled equity value. This shift lines up with a split in recent Latam Airlines research, where […]

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Strait of Hormuz is America’s decisive moment – and Washington’s blind spot

Live updates: Follow the latest news on the Iran war German has given English many useful words. Some are valuable in the current crisis: schadenfreude, joy in the misfortunes of others, or Energiewende, the transition to low-carbon energy. We could add another, schwerpunkt, the decisive point of a military campaign. In the war the US […]

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Airstrike hits building near Iran's capital as Trump makes threat over strait closure – Audacy

Airstrike hits building near Iran’s capital as Trump makes threat over strait closure  Audacy Read the full article…

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Did RLX’s (RLX) AI-Driven, International Pivot Just Shift Its Core Investment Narrative?

In its recent earnings call, RLX Technology reported that international markets generated 76.5% of fourth-quarter revenue, supported by margin expansion and continued profitability from supply-chain optimization and AI-driven operational efficiencies. Management highlighted a push into Europe and product diversification, including nicotine pouch launches, underscoring a deliberate shift toward a broader, more geographically balanced revenue base […]

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