See the full story in the original article.
Original headline: Connecting the dots : Why higher inflation doesnt always mean bigger corporate profits
Read the original on investinglive.com ↗
Keywords
Open a keyword to see other news on the same topic.
Related news
- Which company has the world's highest earnings? The answer may surprise you
Samsung Electronics has overtaken Nvidia in quarterly operating profit, driven by its booming memory-chip business amid surging AI infrastructure demand. Samsung reported third-quarter operating profit of 107.4 trillion won (about $75 billion), up 783% year on year and 20% from the previous quarter, above Nvidia's estimated 97 trillion won. KB Securities kept its 'buy' rating with a 600,000-won target price and forecasts fourth-quarter operating profit of 114 trillion won, including 113 trillion from memory. It expects average selling prices for HBM to rise more than 100% year on year, which could accelerate earnings growth in 2027. Under its three-year shareholder-return programme with 110 trillion won remaining, Samsung could pay 70-80 trillion won in dividends and cancel shares worth 30-40 trillion won; KB argues its forward P/E of about 4 times is hard to justify.
- Roger Marshall praises Trump tariff policies after Kansas executive says they hurt his business
At a Topeka event, Zac Surritt of R&S Maintenance told Sen. Roger Marshall that Trump's tariffs had reduced global demand, squeezed margins and forced the company to delay expansion plans. Marshall said this experience was likely an anomaly, since most manufacturers he has spoken with are expanding, and argued that tariffs are helping Kansas manufacturing grow. Democratic challenger Adam Hamilton said business leaders need stability, criticized the 56 tariff changes made in the past year, and called on Congress to reassert its authority over tariffs. The Federal Reserve Bank of New York estimated that tariffs imposed in 2025 and 2026 added 2.9 percentage points to inflation across a basket of 67 consumer goods, while the Tax Foundation put the average cost at $820 per household in 2026.
- Highest inflation in four years will result in some hardship says Dr King | Business
- Two - thirds of Britons have lost faith in traditional careers | united kingdom | News
A Business Ownership Index study for BusinessesForSale.com finds 60% of UK adults believe traditional careers are less secure than before, and only 21% expect a traditional path with a single employer. The findings come as UK unemployment reached 1.78 million, a 4.9% rate, with 16 to 24-year-olds at 16.4%. Some 76% say wage growth has failed to keep pace with inflation, and 54% believe owning a business is the best way to maximise earnings, rising to 65% among 18 to 24-year-olds. Yet 54% say entrepreneurship is poorly supported, and 35% are unaware they could buy an established business rather than start one. The article's examples argue that buying an existing business can offer faster access to customers, staff and cash flow.
- Corporate Goods Price Index (Sept.)
- Corporate Goods Price Index (Sept.)
Related markets
Latest news
- Strategy Resumes Bitcoin Buys With $66M Purchase
Strategy bought 811 BTC for $65.5 million between October 26 and November 1, resuming purchases after a one-week pause, according to an SEC filing. It also spent $208.2 million from its USD Cash balance to repurchase 2,092,035 STRC shares, cutting USD Cash to $132.7 million from $242.4 million a week earlier. The company now holds 849,327 BTC, acquired for $64.08 billion at an average of about $75,451 per coin. Mizuho kept its Outperform rating and $165 price target on MSTR, while analyst Dan Dolev flagged dilution concerns as Bitcoin per share fell 3.7% this year. Strategy also faces possible removal from MSCI's equity indexes, with the list of affected companies due on November 11.
- Apple has turned into Wall Street's hedge against the AI trade: Chart of the Day
Apple has moved against chip stocks, rising on 30 of the 46 days the Philadelphia Semiconductor Index fell 2% or more, a much higher share than in past years. Its correlation with the chip index turned negative in July and hit a record low in September. Over the past four reported quarters, Amazon, Alphabet, Microsoft and Meta spent more than $600 billion on capital expenditures, while Apple spent about $10 billion. Apple still faces pressure from higher memory chip costs, which Bank of America says will weigh on iPhone margins, and the bank considers Wall Street's margin forecasts too high into next year.
- Inuvo's IntentKey Puts Custom Audiences Live on Safari and iPhone Within 24 Hours
Inuvo (NYSE American: INUV) says its managed IntentKey service can put custom audiences live on Safari and iPhone within 24 hours of an approved campaign plan. Since Apple's iOS 27 update further limited how advertisers recognize people in Safari, the company says IntentKey has kept the same share of iPhone impressions with no change in client performance. Unlike cookie-based approaches, IntentKey uses a large language model to read content across the open web and infer interest and intent, with no cookies or personal data attached to profiles. Roughly a third of its iPhone traffic now runs on iOS 27, and Inuvo notes it first offered Safari reach without cookies in 2022 and again in 2023 when Apple tightened tracking in iOS 17.
- Gold Has Cooled From Its First-Quarter Record, Yet Miners Still Sold Ounces at Prices More Than 20% Above Last Year
Gold's third-quarter average was $4,262 an ounce, about 23% above the same quarter of 2025, but it has fallen for two straight quarters from a first-quarter record of $4,872.90. The LBMA Gold Price PM was $3,913.25 on October 30. The World Gold Council linked September's decline to rising Treasury yields and the U.S. dollar after the Fed's rate increase, though the 10-year yield has since eased from 5.29% to 4.94%. Buying has held up, with gold-backed ETFs taking in a record $31 billion in the third quarter and central banks buying 289 tonnes in the second quarter. Four gold miners reported realized prices more than 20% above a year earlier.
- Buy, Sell, or Hold? Today's Top Upgrades and Downgrades: Amazon.com, Coinbase Global, CrowdStrike, FormFactor, GameStop, L3Harris Technologies, Oracle, Reddit, Rivian Automotive, and More
Wall Street analysts made several rating changes on Monday, November 2, 2026, after the Nasdaq fell 5.2% in October. Upgrades include Amazon.com to Buy from Accumulate at Phillip Securities, with its target raised to $330 from $320, and CrowdStrike to Buy from Hold at Deutsche Bank, with its target lifted to $300 from $240. Morgan Stanley downgraded Coinbase Global to Underweight from Equal Weight and cut its target to $120 from $258, while Loop Capital cut Reddit to Hold from Buy with a target of $100 from $250. Among initiations and resumptions, TD Cowen started AngloGold Ashanti at Buy with a $123 target, and Morgan Stanley resumed L3Harris Technologies at Overweight with a $402 target.
- SuperMatics Is Building AI to Find the Next Superconductors for Commercial Wire
SuperMatics, a Berkeley company building AI exclusively for superconductors, argues that the gap lies not in discovering materials but in making tough, affordable wire. It points to rising demand from AI data centers and fusion developers, which rely on costly, scarce high-temperature superconducting tape. Its models, built on physics including the Modulated Electron Lattice (MEL) framework, predict properties, write synthesis recipes and simulate finished wire, and every result, failures included, retrains them. The company works with researchers at UC Berkeley and Georgia Tech and is in talks with materials and technology firms on joint programs. It will present at the Plug and Play Silicon Valley November Summit on November 5.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.