See the full story in the original article.
Read the original on fleetpoint.org ↗
Related news
- SpaceX Is Changing: Here's What You Need to Know
SpaceX is shifting toward AI, but its Connectivity division (Starlink) is currently the only one of its three businesses making money, with $13.9 billion in trailing revenue and a $5.3 billion operating profit. Launch cadence may fall from 165 orbital missions in 2025 to as few as 140 in 2026, and lower again in 2027 as Falcon 9 and Crew Dragon are retired, with Starship, carrying about six times Falcon 9's payload, expected to fill the gap. Starship is also the only rocket large enough to carry full-size Starlink V3 satellites, each adding 1 Tbps and 10 times the bandwidth of V2. The article calculates that this could push Connectivity revenue toward nearly $140 billion a year. SpaceX has also spent $8 billion on cellular spectrum licenses and wants Starlink to become a major U.S. mobile carrier rivaling Verizon, AT&T and Comcast.
- 15 Press Releases You Need to See This Week
This roundup highlights notable press releases from the week, including Rona Therapeutics signing a global license agreement with Roche for an ALK7-targeting RNAi therapy for obesity, Workday's acquisition of C1.ai, and Clear Channel Outdoor's completed sale to Mubadala Capital, valued at about $6.2 billion. Other stories include AT&T's sale of AT&T Mexico to Grupo Televisa and Fintech Holdings, LG's smart home accessories designed with Apple, and Deloitte's forecast of a 4% rise in holiday spending. A rental market release reported demand up 20% while buying costs climbed faster. The list also covers a Pringles campaign, the Flo Health and Google Health partnership, and Little Debbie's holiday snacks.
- Should You Buy These 4 Video Game Stocks Before GTA 6 Arrives?
Global games revenue reached about $202 billion in 2025, up 9%, and Newzoo forecasts $214 billion for 2026. The article reviews four video game stocks ahead of the Nov. 19 release of GTA VI, noting that Take-Two (TTWO) is down about 20% over the past year but is expected to benefit most from the game. Nintendo has sold about 24 million Switch 2 consoles, yet its stock is down about 37%, while Roblox is down about 63% as users spend less on its platform. Sony, GTA VI's main console partner, had sold 93.7 million PS5 units as of March 31, 2026, and gaming generated about 42% of its operating profit in the June-ending quarter. The author concludes that Take-Two is the single best stock to profit from GTA VI and would not pay the premium for Nintendo right now.
- OpenAI, Anthropic's AI Lead Is 'Very Perishable,' IMD Professor Says: 'You Don't Need to Drive a Ferrari to Go to Walmart'
IMD professor Howard Yu says OpenAI and Anthropic may stay ahead of Chinese rivals, but a lead of roughly four to six months is 'very perishable' because most use cases don't need top-tier capability. He notes many companies use AI for simple tasks and weigh token spending against hiring, while cheaper Chinese open-source models can run inside a company's own data centers, a demand especially strong in Europe. Yu believes OpenAI and Anthropic will not be easily displaced in Western consumer markets thanks to easy access and clean interfaces, though enterprise buyers are more sophisticated. Polymarket traders still see U.S. labs leading, with Anthropic at about 43%, Alphabet at 42%, OpenAI near 8%, and Chinese labs around 1% or less to have the best AI model at end-2026.
- Here's How Many Shares of AbbVie You'd Need for $5,000 in Yearly Dividends
The author, who holds 6.2% of their portfolio in AbbVie (ABBV), considers it a favorite long-term dividend stock after 53 consecutive years of dividend increases, and reports an unrealized gain of nearly 200% on a position started in early 2020. AbbVie's forward yield of 2.4% is low compared with the 10-Year Treasury's 5.1%, and earning $5,000 a year in dividends would require 723 shares, worth about $206,358. The same investment in Pfizer (PFE) would generate nearly $12,000 in annual dividends. Over the past three years, AbbVie shares rose 93% after it overcame the loss of U.S. exclusivity for Humira, while Pfizer shares fell 8% as COVID-19 vaccine sales faded and other major drugs faced patent cliffs. The article concludes AbbVie could still suit long-term income investors despite its modest yield.
- Meta, Tesla, SpaceX Take Center Stage As Earnings Season Kicks Into High Gear. Everything You Need To Know.
Related markets
Latest news
- Meta Earnings: What To Look For From META
Meta Platforms (NASDAQ:META) will report earnings this Wednesday after the market closes. Last quarter, revenue reached $60.8 billion, up 28% year on year and above analysts' expectations, though revenue guidance for next quarter slightly missed forecasts; daily active users hit 3.6 billion, up 3.4%. The market expects revenue growth of 23.6% this quarter, slowing from 26.2% a year earlier, and analysts have generally reconfirmed their estimates over the past 30 days. Over the last month, consumer internet stocks have gained 1.3% on average, while Meta is down 4.8%.
- An AI bust could come from places investors arent watching , an economist says
Concerns about an AI bubble are growing, and TS Lombard's Dario Perkins warns that investors may be overlooking other risks. Debt among smaller cloud providers, model developers and suppliers could reach $2 trillion by the end of 2027. Perkins does not see this as a systemic risk, but warns that earnings disappointments and canceled orders could ripple through the ecosystem, and that a chip glut could follow over-ordering. Much of the industry's revenue growth still comes from spending within the AI ecosystem rather than from businesses and consumers outside it. He also flags political backlash, noting that ordinary people dislike AI and nearby datacenters, and warns that one high-profile accident could turn AI toxic.
- Yen jumps after JGB auction draws big demand , euro finds relief
The yen rose 0.2% to 158.15 per dollar in Asian trading after a 20-year Japanese government bond auction drew bids of 5.84 times the amount sold, well above the 4.01 times at the previous auction, and the yield fell 6 basis points to 3.71%. A State Street strategist said the record demand suggests sidelined cash is returning and that JGBs are becoming a relative haven from political and fiscal volatility in Europe, particularly France. Anti-government protests in France prompted curfews in several cities, while Italy said it would send 500 troops after two days of unrest, and the euro rallied 0.2% to $1.1234. Elsewhere, bitcoin slipped 0.3% to $81,674.25 and ether edged down 0.2% to $2,393.21.
- Unemployment rate dips to 4 . 7 % - but vacancies hit five - year low
Vacancies fell by 21,000 to 691,000 in the three months to September, the biggest drop since the three months to March and the lowest since July to September 2014 outside the pandemic, while unemployment dipped in the three months to August. Payroll numbers were down 66,000 over the year to September. The ONS said the fall was mainly among smaller firms struggling with higher labour costs, following rises in employer national insurance, the minimum wage and workers' rights. A CBI survey found labour costs and regulations were making it harder to create jobs, and firms urged the Chancellor not to add to their burden in the October 28 Budget. ICAEW's Suren Thiru said the labour market is 'running on idle' and unemployment could climb above 5 per cent, while Shadow Chancellor Andrew Griffith blamed Labour's 'Jobs Tax' and red tape.
- CNBC Daily Open: Tech rebounds in the U.S., but Asia isn’t buying it yet
U.S. tech stocks rebounded as the Nasdaq Composite rose more than 1% on Monday, with Nvidia up 1.4% and Tesla up 3.8%. In Asia, however, tech shares fell on Tuesday, with South Korea's Kospi down over 4% and Japan's Nikkei 225 down 1.6%. Nvidia also unveiled plans to back four German AI startups as part of its nearly $10 billion European investment commitment. Jenny Lee of Granite Asia said Asian companies are reaching IPOs much sooner, often at four to five years old, while Jio Platforms' Indian IPO saw its anchor investor quota oversubscribed more than 30 times, aiming to raise up to 302 billion rupees ($3.2 billion). In Singapore, several agricultural stocks fell after Senior Minister K Shanmugam warned that companies would not escape responsibility for possible roles in the haze, noting seven firms had been questioned by the Singapore Exchange.
- NiSource (NI) Stock Looks Overvalued Against Its Dividend Outlook
NiSource has nearly doubled shareholders' money over the past five years, delivering a 97.6% total return, which raises the question of whether dividends can justify the current share price. The article highlights a new 20-year energy agreement with Microsoft, including customer-funded grid upgrades and long-term electric service for data centers, which may affect future capital needs and cash-flow visibility. Using a Dividend Discount Model with inputs of about $1.35 dividend per share, roughly 9.07% return on equity, a payout ratio slightly above 61%, and implied dividend growth of about 3.5%, the estimated intrinsic value sits meaningfully below the current share price of $41.95. The model still does not bridge that gap, suggesting income investors are paying a premium for a relatively steady payout with modest assumed growth.
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.