Tether is the lynchpin of crypto. Yes, there are many controversies, specifically those questioning its reserves. Still, time and time again, even during extreme market volatility, including the destruction that happened on October 10, USDT stood firm. Not so much can be said about new entrants, mainly USDe, which temporarily depegged. As of November 7, USDT is still the largest stablecoin by market cap and trading volume. With over $183Bn of USDT in circulation, it is easy to say Tether, which is the iss ...

Group 1: Market Sentiment and Performance - The weakness in the North American market, particularly the North Atlantic route, is significant for IAG, as it accounts for about one-third of their capacity, impacting investor sentiment and the bottom line [1][4] - Recent comments regarding softness in the US and transatlantic markets have spooked investors, despite the company's overall numbers being slightly below revenue expectations but in line with operating profit [3][4] - The airline industry is currently facing a tough week, with stock prices dropping significantly, similar to the situation with Air France [2] Group 2: Capacity Management and Operational Impact - Airlines are planning a 10% reduction in capacity over the next few days, starting with a 4% reduction immediately, as they adapt to current market conditions [7] - On average, there are about 25,000 flight movements daily, with approximately 500 cancellations, indicating that while there are disruptions, the situation is manageable and not expected to lead to a major breakdown [8] - The current operational challenges are seen as manageable, although there is potential for worsening conditions as the Thanksgiving holiday approaches [9]

Core Insights - Visa Inc. reported strong Q4 fiscal 2025 results, driven by increased processed transactions and payment volumes, indicating stability and growth potential for investors [2][4][19] Financial Performance - Visa's Q4 EPS was $2.98, beating the Zacks Consensus Estimate by $0.01, and grew 10% year over year [4] - Total revenue reached $10.7 billion, exceeding estimates by 1% and reflecting a 12% year-over-year increase [4] - Processed transactions grew 10% year over year to 67.7 billion, surpassing estimates [5] Growth Drivers - Cross-border volumes surged 12% year over year, driven by increased travel activity [5] - Payment volumes increased by 9% year over year on a constant-dollar basis [5] - Value-Added Services (VAS) revenue grew 25% in constant dollars to $3 billion, now approaching 30% of Visa's total revenue [6][7] Strategic Initiatives - Visa is expanding its digital asset infrastructure, managing over $140 billion in crypto and stablecoin flows since 2020 [9] - The company is positioned as a critical player in international payments through its Visa Direct prefund initiatives [8] Regulatory Environment - The passage of the GENIUS Act provides regulatory clarity for digital assets, benefiting Visa's operations [10] - Visa is authorized to settle across four stablecoins and four blockchains, enhancing its competitive edge [10][11] Shareholder Returns - Visa returned $6.1 billion to shareholders in Q4, including $4.89 billion through buybacks and $1.2 billion in dividends [13] - The dividend yield stands at 0.69%, slightly above the industry average [13] Market Position - Visa's market cap is $623.7 billion, providing a strong competitive moat [12] - Analyst estimates suggest an 11.7% and 13.3% increase in EPS for fiscal 2026 and 2027, respectively [14] Competitive Landscape - Visa faces increasing competition from retail giants like Walmart and Amazon exploring stablecoin options [17] - Ongoing legal challenges, including an antitrust lawsuit and regulatory scrutiny in the U.K., pose risks [18] Valuation Metrics - Visa shares have risen 7.6% year to date, underperforming the S&P 500's 16.7% gain [15] - The stock trades at a forward P/E of 26.19, above the industry average of 20.81 [16]

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Industries across the economy are continually refining their AI strategies quarter after quarter, often tying the success of initiatives to broader business goals.  While generative and agentic AI are dominating conversations, organizations are still relying on foundational elements, such as machine learning and routine automation. However, newer technologies have captured C ...

Key Points Altria shares sank as the company continues to feel volume pressure in its core cigarette business. However, the dividend remains well covered, and its balance sheet is in good shape. The stock looks more reasonably valued today than it did earlier this year. 10 stocks we like better than Altria Group › Following the recent pullback in its stock, Altria Group's (NYSE: MO) forward dividend yield now sits at a hefty 7.5%. For investors considering this high-yield stock, one of the big qu ...

Core Insights - Quantum computing is emerging as a significant technological innovation alongside artificial intelligence, with substantial market potential projected for the future [1][3]. Quantum Computing Industry - Quantum computing stocks have seen remarkable growth, with IonQ shares increasing by 294%, Rigetti Computing by 3,080%, D-Wave Quantum by 8.48%, and Quantum Computing Inc. by 1,260% as of November 3, 2025 [2]. - The economic impact of quantum computing is estimated to reach between $450 billion to $850 billion by 2040, with some forecasts suggesting it could hit $1 trillion by 2035 [3]. - Despite the hype, pure-play quantum computing stocks may not be the best investment strategy due to historical patterns of market corrections following technological bubbles [4][5]. Investment Risks in Quantum Computing - Historical trends indicate that major technological innovations often experience a bubble-bursting event early in their expansion, affecting stocks like IonQ, Rigetti Computing, and D-Wave Quantum [6]. - There is a lack of widespread commercialization and evidence of profitability among quantum computing companies, which may hinder their long-term success [7][9]. - These companies are expected to rely on capital raises through dilutive share offerings or convertible bonds, which could negatively impact existing shareholders [10]. Strategic Investment Approach - A more prudent investment strategy involves acquiring shares in a profitable company with established operations that can invest in quantum computing as demand grows, such as Amazon [12][13]. - Amazon's AWS segment, which accounts for about 60% of its operating income, is integrating quantum computing services, providing investors with exposure to this technology while maintaining a strong financial foundation [14][15][18]. - Amazon's stock is currently trading at a historically low multiple of 13 times forward-year cash flow, making it an attractive investment option compared to the high-risk pure-play quantum stocks [20][21].

British Airways parent IAG said its transatlantic routes experienced weakness in the third quarter, weighing on earnings that missed estimates. The company reported total revenue of 9.33 billion ($10.8 billion), compared with Bloomberg analyst estimates of 9.43 billion. Revenue from North Atlantic routes fell 7.1%, partly triggered by foreign exchange impacts as well as what it called "some softness" in that segment. Bloomberg's Benedikt Kammel reports. ...

Dogecoin price, dogecoin mining, dogecoin thumzup. Photo by BeInCrypto Bitwise's spot Dogecoin ETF could launch within 20 days through an automatic approval process, marking a significant milestone in crypto institutionalization. Bloomberg ETF analyst Eric Balchunas reported that Bitwise is utilizing Section 8(a) of the Securities Act, which allows registration statements to become effective automatically unless the SEC intervenes. This development occurs amid subdued DOGE prices, highlighting a disconne ...

Core Insights - The individual has extensive experience across various roles including sales, project management, and software engineering, showcasing a diverse skill set [1] - After retiring in 2004, the individual transitioned to fund management, applying value investing principles from renowned investors [1] - The individual has achieved recognition in investment competitions, indicating a successful track record in investment strategies [1] Investment Strategy - The investment approach is based on value investing principles established by notable figures such as Benjamin Graham and Warren Buffett [1] - A specific article titled "The Portfolio For Early Retirees" outlines a practical investment portfolio structure tailored for early retirees [1] - The individual emphasizes the importance of thorough research and knowledge accumulation regarding stock picks, which requires significant time investment [1] Contributions and Engagement - The individual has been a consistent contributor to Seeking Alpha Pro, sharing insights and analyses on investment opportunities [1] - Transparency is prioritized, with related positions disclosed at the end of articles to maintain clarity for readers [1] - Engagements with readers are framed as hypothetical examples or exchanges of opinion rather than formal investment advice [1]

Ray Dalio warns the Fed’s renewed easing could fuel gold and other assets as liquidity rises. | Credit: Getty Images. Key Takeaways Dalio said that increased liquidity from the Federal Reserve’s balance-sheet expansion could fuel ‘financial-asset inflation,’ a dynamic that typically lifts assets such as gold. The comments come after former BitMEX CEO Arthur Hayes said the Fed’s quantitative easing could “reignite the Bitcoin bull market.” CCN’s Valdrin Tahiri has tempered optimism with warnings that ...