Key Points TSMC’s accelerating AI demand has improved long-term visibility for its foundry business. The company is expanding its CoWoS packaging capacity. TSMC can continue to witness even more share price gains in 2026. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Taiwan Semiconductor Manufacturing's (NYSE: TSM) shares are already up by over 40% in 2025, but several Wall Street analysts believe that the rally may not be over. The most bullish among them is Susquehanna analy ...

Nexi has declined a €1bn ($1.17bn) offer from investment firm TPG for its digital banking solutions unit, reported Bloomberg. Last month, TPG submitted a binding offer for the digital banking solutions division of Italian payments technology company Nexi, after several months of negotiations. This follows earlier efforts to sell Nexi’s digital banking business with discussions involving mooted €800m deal with Italian fund F2i, which also did not result in a sale. The Italian digital payment company sai ...

Core Insights - Building a high-income portfolio requires more than just acquiring high-yielding assets; it also involves wealth preservation and growth over time [1] - The focus is on identifying opportunities that align with the market's risk-return tradeoff while also cautioning against misleading investments [1] - The analysis is grounded in fundamental principles, emphasizing the importance of a strong foundation for long-term success [1] Analyst Background - The analyst has nearly two decades of experience in various roles including technical trading, fintech research, startup consulting, finance writing, and small business ownership [1] - The analyst holds a graduate degree in economics along with multiple post-graduate degrees in finance and business administration [1]

Core Viewpoint - Nanhua Futures has successfully completed its IPO on the Hong Kong Stock Exchange, raising HKD1.29 billion to support its international growth strategy [1][5][6] Company Overview - Nanhua Futures is a subsidiary of Hengdian Group and is recognized as China's first publicly listed futures firm, having previously listed in Shanghai in 2019 [3][6] - The company aims to enhance its global competitiveness and influence through this dual listing [7] IPO Details - The IPO involved the issuance of 107.65 million shares, raising approximately USD165.8 million [5] - The shares opened at HKD8.70, below the listing price of HKD12, and closed at HKD9.53, reflecting a 20% decrease from the listing price [5] Use of Proceeds - Proceeds from the IPO will be allocated to HGNH International Financial, Nanhua's Hong Kong subsidiary, to strengthen its capital base and increase liquidity for overseas operations in Hong Kong, the UK, the US, and Singapore [9][10] Financial Performance - In 2024, Nanhua Futures ranked first among non-financial institution-affiliated futures companies in China and eighth among all domestic futures companies based on total revenue [11] - The company's overseas business has shown significant growth, with customer equity for overseas services reaching HKD17.8 billion, a 50% increase from 2022, and AUM for overseas asset management growing by 70% to HKD3.4 billion [12] - Operating income increased from RMB954 million in 2022 to RMB1.35 billion in 2024, with net profit rising from RMB246 million to RMB458 million during the same period [13]

Silver’s stellar rally in 2025 and surge past $68 per ounce have captured market attention. Per veteran market analysts, when mainstream media shifts its narrative, it is time to be cautious.In a recent interview for VRIC Media, seasoned commodity speculators Rick Rule and Lobo Tiggre have shared their views on metals markets.“As a contrarian, I gotta say my contrarian wolf whiskers are twitching,” said Tiggre, noting the dramatic shift in sentiment.Also Read: Peter Schiff Says He Expects Gold, Silver To Hi ...

Core Viewpoint - Lam Research (LRCX) shares experienced a significant increase of 4.6% to $172.27, driven by strong trading volume and positive revisions in target prices from financial research firms due to rising demand for wafer fabrication equipment used in AI and high-performance computing chips [1] Group 1: Company Performance - Lam Research is projected to report quarterly earnings of $1.15 per share, reflecting a year-over-year increase of 26.4%, with expected revenues of $5.22 billion, up 19.2% from the previous year [2] - The consensus EPS estimate for Lam Research has remained stable over the last 30 days, indicating that the stock's price movement may not sustain without changes in earnings estimate revisions [3] Group 2: Industry Context - Lam Research is part of the Zacks Electronics - Semiconductors industry, which includes Allegro MicroSystems, Inc. (ALGM), whose shares rose 1.1% to $26.7 and have returned 15.9% over the past month [3] - Allegro MicroSystems has an unchanged consensus EPS estimate of $0.14, representing a 100% increase compared to the previous year's EPS, and currently holds a Zacks Rank of 3 (Hold) [4]

Company Overview - VerticalScope (FORA:CA) operates over a thousand online enthusiast communities through its cloud-based digital platform [1] - The company has experienced high stock volatility since its IPO in 2021, primarily due to its dependence on the advertising market [1] Investment Highlights - ADTH has gained over 250% in 9 months, with a first "Buy" covering at $1.24 in September 2023 and an acquisition price of $3.21 per share in June 2024 [1] - LUMN has seen a gain of over 450% in 13 months, with a first "Buy" covering at $1.39 in September 2023 and a downgrade after selling at $6.08 in October 2024 [1] - EB has increased by over 60% in 14 months, with a "Buy" covering at $2.79 in October 2024 and an acquisition price of $4.50 per share in December 2025 [1] - SMRT has gained around 100% in 10 months, with a first "Buy" covering at $1.51 in February 2025 and a position trimming noted in December 2024 at over $2 [1]

Core Viewpoint - CTO Realty Growth, Inc. has signed an anchor lease with a national retailer, achieving 100% leased occupancy at Marketplace at Seminole Towne Center in Orlando, Florida [1][2][3] Group 1: Lease Details - The new lease covers 48,000 square feet, consolidating 34,000 square feet previously occupied by Big Lots, along with 9,000 square feet of small shop space and 5,000 square feet of new expansion space [2] - The lease has an initial term of 10 years, with the tenant expected to open in early 2027 [2] Group 2: Company Performance and Strategy - The execution of this lease resolves seven out of ten vacant anchor spaces, presenting a mark-to-market releasing opportunity to generate net operating income (NOI) growth [3] - The company is negotiating leases with several prospective tenants and aims for a 40% to 60% positive cash leasing spread across all ten anchor spaces [3] Group 3: Property Overview - Marketplace at Seminole Towne Center spans 320,000 square feet across 41 acres, strategically located along I-4 and SR 417, just over 20 miles north of downtown Orlando [3] - The center is anchored by national retailers such as Target, Burlington, Marshalls, Boot Barn, and Ross Dress for Less, providing high foot traffic and strong visibility [3]

Core Viewpoint - Honeywell anticipates a one-time charge of approximately $470 million in Q4 due to potential settlement related to Flexjet litigation, resulting in a 1.3% decline in its shares [1] Financial Impact - The expected charge of $470 million will be recorded in the fourth quarter [1] - The announcement has led to a decrease of 1.3% in Honeywell's share price [1]

If you're reading this, then it's likely you're aware of dividend darling Schwab U.S. Dividend Equity ETF ( SCHD ) and its performance in the past year. As a current shareholder myself, I'll admit I'veFormerly known as "The Dividend Collectuh." Top 1% of financial experts on TipRanks. Contributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is ...