Taiwan Semiconductor Manufacturing Co TSM stock traded lower Friday after its Thursday gains following upbeat quarterly results.CFO Wendell Huang told Bloomberg that the contract chipmaker plans to stay cautious with spending in 2025 while accelerating global expansion to meet booming AI chip demand.The company may invest up to $42 billion in capex this year, but is closely watching macro and foreign exchange risks, especially sharp currency swings that threaten margins.Also Read: Taiwan Semiconductor’s Top ...

Company Performance - 3M Company reported second-quarter 2025 results with GAAP sales of $6.3 billion, reflecting a year-over-year increase of 1.4% and adjusted sales of $6.2 billion, which beat the consensus estimate of $6.09 billion [2] - Adjusted earnings per share rose 12% year over year to $2.16, surpassing the Street estimate of $2.01 [2] Future Guidance - 3M raised its 2025 Adjusted EPS guidance to a range of $7.75-$8.00 from a prior range of $7.60-$7.90, compared to the consensus of $7.68 [3] - The company expects 2025 adjusted sales organic growth of approximately 2%, with operating cash flow projected between $5.1 billion and $5.5 billion, indicating over 100% free cash flow conversion [3] Stock Movements - Telomir Pharmaceuticals, Inc. saw its shares increase by 81% to $2.19 following the announcement of gene silencing data [8] - MEI Pharma, Inc. shares surged 33% to $5.99 after announcing a $100 million private placement [8] - Blaize Holdings, Inc. shares rose 45% to $4.39 after a $120 million agreement for deploying its hybrid AI platform [8] - LQR House Inc. shares dropped 65% to $2.29 due to plans to integrate cryptocurrency and blockchain technology [8] - Northern Dynasty Minerals Ltd. shares fell 48% to $0.8398 after insider trading disclosures [8] - Draganfly Inc. shares decreased by 23% to $5.55 following a $25 million registered direct offering [8]

Take-Two Interactive Software TTWO stock has been on a wild roller coaster in recent years with investors changing valuation of the company based on potential release dates for the highly anticipated "Grand Theft Auto VI."Roundhill Investments CEO Dave Mazza shares his thoughts on how to value Take-Two stock and what's next for the company.Take-Two Out In 2026?: After a long delay, Mazza is confident that 2026 is the year the public sees "Grand Theft Auto VI" released to the public."Yes, Take-Two and Rockst ...

Group 1: Company Overview - TotalEnergies is a French company with over 100 years of experience in the oil industry and operates in more than 130 countries, holding a leading position in upstream, midstream, and downstream oil segments [1] - The company has restructured its operations to align with a long-term strategy of increasing low-carbon activities and aims to become a net-zero company by 2050 [4][20] - TotalEnergies is organized into five business segments: Exploration & Production, Integrated LNG, Integrated Power, Refining & Chemicals, and Marketing & Services [4][8] Group 2: Financial Performance - In Q1 2025, TotalEnergies recorded revenues from sales of $47,899 million, down from $51,883 million in Q1 2024, with a gross profit of $14,046 million [2][3] - The net income for the same period was $3,921 million, compared to $5,804 million in Q1 2024 [2][3] - The company has a solid tradition of dividend returns, increasing dividends from €0.57 in 2012 to €0.85 expected in July 2025, representing a 49.12% increase [6][11] Group 3: Cash Flow and Investments - TotalEnergies generated cash flow from operating activities in the range of $15-25 billion from 2012-2024, with a record high of $46 billion in 2022 [12][29] - The company expects net investments of $17-17.5 billion in 2025, with a focus on projects that offer higher margins and generate more cash flow [21][24] - The investment strategy includes 33% in low-carbon energies, 20% in natural gas, and 45% in the oil chain [26] Group 4: Market Dynamics - The LNG market is expected to slow down in 2027-2029 due to increasing production capacity, which may reduce profit potential for companies in this sector [34] - The refining market is currently experiencing oversupply, which is stressing profit margins due to increased supply from various global sources [39][44] - TotalEnergies' exploration and production segment remains the primary cash generator, influencing the dividends that can be offered to shareholders [28][41]

Despite delivering a robust second-quarter earnings report that surpassed analyst expectations and raised full-year guidance, Netflix NFLX stock dipped over 5% on Friday, leaving investors to weigh strong financials against underlying concerns.The company reported second-quarter revenue of $11.08 billion, up 16% year-over-year (Y/Y). The revenue total beat a Street consensus estimate of $11.04 billion.The company reported second-quarter earnings per share of $7.19, beating a Street consensus estimate of $7. ...

As one of the top technology enterprises in the world, Alphabet Inc. GOOG GOOGL will command a massive audience when it releases its second-quarter earnings report on Wednesday, July 23, after the closing bell. Analysts will be looking for earnings per share of $2.17 on revenue of $93.72 billion, a sizable lift from the year-ago quarter's print of $1.89 and $84.74 billion, respectively.Undoubtedly, artificial intelligence will represent a hot topic for Alphabet, which owns the Google ecosystem. Earlier this ...

Core Insights - Dividend stocks are facing challenges in 2025, with a significant decline in dividend increases compared to previous quarters and years [1][2] - Despite the current struggles, there are indications that dividend growth may improve in the latter half of 2025, benefiting investors who rely on stable income [3][14] Dividend Trends - U.S. common dividend increases totaled $9.8 billion in Q2 2025, a decrease of 49.8% from $19.5 billion in Q1 2025 and down 52.1% from $20.4 billion in Q2 2024 [1] - Concerns over cash commitments due to uncertainties regarding tariffs and their economic impact have contributed to the decline in dividend growth [2] - Companies are still increasing dividends, but the increases are smaller, and some firms are delaying their dividend actions [2] Investment Opportunities - Wealth managers highlight several dividend stocks as attractive opportunities, including Walmart, Verizon, and UnitedHealth Group [6] - Walmart, with a dividend yield of 0.99%, is leveraging AI for operational efficiencies and is considered undervalued despite its status as a 'Dividend King' [7][8] - Verizon offers a dividend yield of 6.62% and is noted for its stable cash flows and consistent dividend increases [9][11] - UnitedHealth Group has a dividend yield of 3.07% and has increased its dividend for 16 consecutive years, presenting a good opportunity for income generation [13] Sector Outlook - The second half of 2025 is expected to see slow but positive growth in dividends, with potential improvements as legislative changes and tariff situations become clearer [14][15] - The S&P 500 is projected to achieve a record dividend payment for the year, with a 6% increase in dividend payments, down from an earlier expectation of 8% [16]

Apple Inc's AAPL second quarter may look like a celebration of iPhone strength, but investors shouldn't mistake momentum for long-term muscle.The Party Was Fun: iPhone Volumes SurgedAccording to JPMorgan analyst Harlan Sur, iPhone shipments tracked slightly ahead of expectations in the second quarter, driven by seasonal builds and strong consumer demand. But there's a twist—Sur believes the demand spike may have been fueled by a one-time trigger: a pause on smartphone tariffs.That short window created an in ...

OpenAI is raking in billions, reshaping industries, and amassing a user base rivaling the world's top tech firms — but it's still not making a dime. If this sounds familiar, it should.OpenAI co-founder Sam Altman may be running Silicon Valley's next great high-growth, no-profit juggernaut. It’s a trajectory similar to one his fellow OpenAI co-founder, Elon Musk, used when scaling Tesla Inc TSLA.Burning Cash, Building The Future — Just Like Musk DidOpenAI's trajectory evokes comparisons to Tesla’s early year ...

In a pivotal moment for the energy sector, Chevron Corporation‘s CVX has won a dispute with Exxon Mobil Corporation XOM over Hess Corp’s HESS offshore oil assets in Guyana.Exxon CEO Darren Woods confirmed the latest news in an interview with CNBC on Friday.The International Chamber of Commerce’s (ICC) ruling, which favors Chevron, allows the oil major to complete its $53 billion acquisition of Hess.“We disagree with the ICC panel’s interpretation but respect the arbitration and dispute resolution process. A ...