Core Viewpoint - Intel has reduced its full-year 2025 adjusted operating expense target to $16.8 billion from $17 billion, reflecting the deconsolidation of its programmable chip business [1] Group 1 - The adjusted operating expense target for 2025 is now set at $16.8 billion, a decrease from the previous target of $17 billion [1] - The reduction in operating expense is attributed to the deconsolidation of Intel's programmable chip business [1]

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the First Trust Small Cap Core AlphaDEX Fund ETF (Symbol: FYX), we found that the implied analyst target price for the ETF based upon its underlying holdings is $121.97 per unit.With FYX trading at a recent price near $108.45 p ...

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the Schwab 1000 Index ETF (Symbol: SCHK), we found that the implied analyst target price for the ETF based upon its underlying holdings is $35.10 per unit.With SCHK trading at a recent price near $31.75 per unit, that means tha ...

US chip giant Nvidia is facing a fresh round of antitrust scrutiny in China, deepening its troubles in a critical market as Washington and Beijing spar over technology access. On Monday, the State Adm... ...

Group 1 - Advent is in advanced discussions to acquire Brazilian supermarket chain Sonda, with a deal potentially valued at up to 3.5 billion reais ($653.50 million) based on Sonda's estimated gross revenue of 6.5 billion reais in 2025 [1] - Negotiations have been ongoing for several months, with unresolved key issues from primary shareholder Delcir Sonda, who has been considering a sale due to succession issues since about two years ago [2] - The likelihood of a sale has increased following the death of Idi Sonda in 2022, and Delcir Sonda, at 77, is contemplating the company's future despite publicly denying being on the market [3] Group 2 - Grupo Pereira, which owns Fort Atacadista and Comper chains, had shown interest in acquiring Sonda but has been surpassed by Advent in the negotiations [4] - Advent is exploring the creation of a food retail investment division, aiming for a larger investment scale than Pátria's Plurix holding, which manages 10 billion reais in supermarket sales and an additional 6 billion reais in cash-and-carry sales [4] - Advent has been actively seeking opportunities in the Brazilian grocery market, including partnerships with regional grocers like Angeloni, and has a strong presence in the sector, evidenced by its previous successful transactions [5]

Group 1 - Expectations of a rally in the crypto market are building ahead of a significant Federal Reserve announcement on September 17, with an interest rate cut anticipated, which could boost risk assets like crypto [1] - Bitcoin has experienced a decline of nearly 8% from its high of $124,128 in August, but analysts believe this is not the peak of the current cycle, citing factors such as falling rates and strong institutional positioning [2] - Recent data shows a strong demand for Bitcoin, with $2.3 billion invested in US spot Bitcoin exchange-traded funds over the past five days, indicating bullish sentiment among traders [3] Group 2 - Predictions for Bitcoin's price include estimates of $140,000 by year-end, with a conservative cycle top of $200,000 and a potential high of $250,000 if institutional flows continue [4] - Coinbase CEO Brian Armstrong has made a bold prediction of Bitcoin reaching $1 million by 2030, a sentiment echoed by Eric Trump [5] - Current market performance shows Bitcoin trading at $115,100, down 0.8% in the last 24 hours, while Ethereum is trading at $4,520, down 3.2% [7]

Group 1 - Economists predict a significant $100 trillion will be transferred from baby boomers over the next 25 years, termed the "Great Wealth Transfer" [1] - Approximately 66% of Americans anticipate inheriting money during this period, with 10% feeling less pressure to save due to expected inheritances [1][2] Group 2 - Increased longevity leads to higher healthcare and end-of-life costs, impacting the wealth available for inheritance [2][3] - Fidelity estimates that a couple retiring at 65 will need $172,500 for healthcare expenses, reflecting a 4% increase from 2024, with costs rising as age increases [4] - Long-term care costs are significant, with private nursing home rooms averaging $10,600 per month and semi-private rooms over $9,000 [6] Group 3 - Chronic conditions prevalent in older age, such as Alzheimer's, can be costly, with annual costs for Alzheimer's projected to exceed $1 trillion by 2050 [6] - The potential inheritance may diminish due to the costs associated with parents' care, compounded by the fact that only 24% of U.S. adults have a will, leading to possible delays and disputes in estate distribution [7]

Eli Lilly has seen weakness in its stock price year to date. I think it's a short-term problem.It's not often that something as influential as an effective weight loss drug comes on the market. Eli Lilly (LLY -0.20%) has that product. They also have a leading treatment for diabetes and a burgeoning treatment for Alzheimer's. These multiple treatment avenues have the company set to rake in quite a bit of money as long as they don't screw it up.My general take here is that the remarkable revenue growth we saw ...

Core Viewpoint - UnitedHealth (NYSE: UNH) is identified as a stock with significant potential for recovery after experiencing a decline of over 50% due to rising healthcare costs reflected in recent earnings reports [1] Group 1 - The stock has been heavily impacted by a series of earnings releases that indicated increasing healthcare expenses [1] - There is a belief that the stock has the potential to rise again, suggesting a possible investment opportunity [1]

Group 1: Federal Reserve and Monetary Policy - The Federal Reserve is expected to resume its interest rate cutting cycle, with a widely anticipated 25 basis points cut on Wednesday due to worsening job market indicators [1] - Investors are pricing in a total of 69.6 points in monetary policy easing by the end of 2025, implying nearly three quarter-point cuts this year [2] - There is a possibility that Fed Chair Jerome Powell may emphasize inflation risks and tariff impacts, which could temper market expectations of a dovish Fed [3] Group 2: Market Performance and Company Updates - Nvidia's stock fell 2.8% in premarket trading following an investigation by China's market regulator for potential anti-monopoly law violations [4] - Wall Street's main indexes recorded weekly gains, with the Nasdaq and S&P 500 reaching intraday record highs, despite September historically being a poor month for U.S. equities [5] - Warner Bros Discovery's stock tumbled 4.1% before the bell, while a source indicated that Paramount Skydance was preparing a bid for the studio, leading to a surge of over 50% in its stock since the news [6]