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Neuberger Berman Energy Fund: A Deep Dive into High-Yielding Infrastructure

The Neuberger Berman Energy Infrastructure and Income Fund (NML) offers a 7.48% yield, focusing on high-yielding, growth-oriented midstream and upstream energy companies. NML is heavily weighted toward natural gas infrastructure, positioning it for growth as U.S. and global demand for natural gas rises. Despite its yield being the lowest among peers, NML has outperformed on share price and delivered competitive total returns over the past year. NML trades at a 9.42% NAV discount, above its long-term average but more attractive than most peers, with stable distributions since late 2022.

Fareed Zakaria

McDonald's Stock Anticipated to Hit New Peaks as Q4 Earnings Approach

McDonald's is poised to announce its fourth-quarter earnings on Wednesday, with market analysts predicting substantial growth in both revenue and profits. Options trading indicates a potential 3% fluctuation in McDonald's (MCD) stock this week, possibly pushing it to new record highs above $336. The company's focus on value offerings and strategic deals is expected to attract consumers and boost sales.

Lisa Jing

S&P 500's Unexpected Resilience Amidst Market Fluctuations

Despite episodes of significant market disruption, the S&P 500 has consistently maintained an upward trajectory since late 2023. This article explores the index's surprising stability, examining key events that tested its resilience and the underlying factors contributing to its sustained growth. The analysis covers the period leading up to early 2026, highlighting how the market navigated through various challenges to uphold its orderly progression.

Strive Masiyiwa

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First Eagle US Fund Q4 2025 Commentary: Market Performance and Investment Strategy

The title of this article is First Eagle US Fund Q4 2025 Commentary: Market Performance and Investment Strategy

USMCA Withdrawal Threatens Millions of American Jobs, Business Leaders Warn

Mariana Mazzucato

The title of this article is USMCA Withdrawal Threatens Millions of American Jobs, Business Leaders Warn

Finance

Datadog: A Strong Buy Amidst AI Software Sector Shifts

KT Corporation: Navigating Challenges and Opportunities in Telecom and Beyond

ORIX Corporation: Strong Financial Performance and Promising Outlook

Mariana Mazzucato

Transocean's Strategic Acquisition of Valaris: A Game Changer for Offshore Drilling

Equity Sector Rotation: Tangible Economy on the Rise

David Rubenstein

Ferrari's Strong Financial Performance Exceeds Market Expectations

Nouriel Roubini

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Cipher Mining Inc. Shares Surge Following Morgan Stanley's Bullish Outlook

ImmunityBio Shares Soar Ahead of Key Oncology Event Participation

BP Halts Share Buybacks to Prioritize Debt Reduction Amidst Mixed Financial Results

Chika Uwazie

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Vonovia: A Deep Dive into Europe's Residential Real Estate Giant

Vonovia emerges as a premier European residential real estate entity, characterized by high-quality assets, consistent demand, and a resilient market position. The company aims for mid-single-digit EBITDA growth, driven by rental indexation, expansion of value-added services, and a projected annual capital expenditure of EUR 2 billion by 2028. Currently, Vonovia's stock appears undervalued, trading at 0.55 times its Net Tangible Assets (NTA) with an attractive forward yield of 5.2%.

Nouriel Roubini

Dell's Strategic Shift: AI Server Dominance Amidst PC Market Volatility

Dell's recent performance highlights a strong server segment, driven by increasing AI server average selling prices and significant contracts, contrasting with a weaker PC market affected by declining consumer demand and market share shifts. The company is re-focusing its PC strategy from AI-centric consumer models to commercial performance, despite industry-wide PC challenges. Improved margins and server-led growth contribute to a revised higher valuation.

Suze Orman

Big Tech's Capital Expenditure Surge Ignites Semiconductor Market Boom

Major technology companies, including Amazon, Google, and Meta, are significantly increasing their capital expenditures, signaling a robust investment cycle for the semiconductor industry. This surge is fueled by demand for high-bandwidth memory (HBM), tight DRAM supply, and advancements in AI and advanced packaging. Semiconductor equipment manufacturers and key chip providers like NVIDIA and Broadcom are poised for substantial gains, while consumer electronics may face rising component costs.

Robert Kiyosaki

Yum! Brands' Stock: Overbought with Limited Upside Despite Strong Performance

Yum! Brands demonstrates resilience with strong Q4 2025 results and robust liquidity, driven by KFC and Taco Bell. However, despite a recent 10% rally and bullish technicals, the stock appears fully priced, suggesting limited upside. Pizza Hut's underperformance, due to intense competition and brand challenges, continues to weigh on overall growth. The company's asset-light franchise model, prudent debt management, and strong free cash flow provide stability amidst market volatility.

Fareed Zakaria

NVIDIA's Inventory Surge Signals Market Shift

NVIDIA (NVDA) is facing increasing inventory levels, reaching $19.7 billion in FQ3 2025, with 105 days of inventory. This trend, coupled with rising inventory at competitor AMD, indicates a potential erosion of NVIDIA's market dominance and pricing power. The article explores how intensified competition and hyperscalers' development of custom ASICs contribute to this changing landscape, suggesting a more competitive environment for NVIDIA.

Lisa Jing

The AI Reckoning: Massive Capex Meets SaaS Disruption

With more than half of S&P 500® companies reporting thus far, EPS growth for Q4 2025 currently stands at 13%. This week, 1,662 companies are expected to report, including results from McDonald’s, Cisco, CVS, Shopify, and Coca-Cola. Potential earnings surprises this week: Ford, T-Mobile, Quest Diagnostics, American Electric Power and more.

Microsoft's Strategic AI Investment Boosts Quality Rating Amidst Market Fluctuations

The title of this article is Microsoft's Strategic AI Investment Boosts Quality Rating Amidst Market Fluctuations

Top Analysts Downgrade Wingstop and Other Stocks

Suze Orman

The title of this article is Top Analysts Downgrade Wingstop and Other Stocks

PayPal's Eroding Moat and Value Trap Concerns

The title of this article is PayPal's Eroding Moat and Value Trap Concerns

FICO's Strong Performance and Future Outlook

Fareed Zakaria

The title of this article is FICO's Strong Performance and Future Outlook

CleanSpark's Strategic Shift: From Bitcoin Mining to AI and HPC Data Centers

Mariana Mazzucato

The title of this article is CleanSpark's Strategic Shift: From Bitcoin Mining to AI and HPC Data Centers

Top Analyst Insights: Caterpillar's Potential Surge and Other Key Stock Movements for Tuesday

The title of this article is Top Analyst Insights: Caterpillar's Potential Surge and Other Key Stock Movements for Tuesday

Amplify CWP Growth & Income ETF: A New Leader in High-Yield Investments

David Rubenstein

The title of this article is Amplify CWP Growth & Income ETF: A New Leader in High-Yield Investments

Unpacking the Dollar's Trajectory: Trump Era Impacts and Fiscal Realities

Nouriel Roubini