Cisco Systems, Inc. (NASDAQ: CSCO )(TSX: CSCO:CA ) is a technology conglomerate that provides high-quality solutions in networking, cloud management, collaboration, and security. CSCO stock has rallied more than 30% over the past 12 months, given its strong top and bottom line performance and significant demand forDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portf ...

CHUKAI: Police have closed the main Kerteh-Ranggon road to all vehicles following a gas leak detected in a Petronas Gas Berhad pipeline at the East Coast Rail Link Section 5 project site in Kerteh. Kemaman police chief Superintendent Mohd Razi Rosli confirmed they received an emergency call at approximately 9.53 am reporting a leak in a butane gas pipeline containing flammable gas. He stated that the leak occurred about two kilometres from the main road and did not affect any villages or residential areas. ...

Core Insights - The Schwab U.S. Dividend Equity ETF offers a low-cost option for investors seeking high-quality dividend stocks with the potential for annual income growth [3][8] - Investing consistently in this ETF can lead to significant passive income, potentially exceeding $20,000 annually by retirement [2][9] ETF Overview - The Schwab U.S. Dividend Equity ETF tracks the Dow Jones US Dividend 100 index, which includes 100 stocks with a history of paying dividends for at least 10 years [5] - The ETF has a low expense ratio of 0.06%, making it an attractive option for cost-conscious investors [8] Top Holdings - The ETF's top holdings include Abbvie (3%), Chevron (4.3%), Home Depot (2.2%), and Altria (6.5%), among others, showcasing a balance of quality and yield [6][7] - The ETF focuses on value stocks, with a price-earnings ratio of 18, compared to over 25 for the S&P 500 [7] Investment Potential - Consistent investment of $500 per month can lead to a portfolio balance of $588,032 after 30 years, generating an estimated annual dividend income of $21,757 [12] - The ETF has produced compound annual total returns of 12.6% since its inception in 2011, although future returns may be more conservative [10] Considerations for Investors - The potential for dividend income is influenced by stock performance and market conditions, with yields adjusting based on overall stock performance [13] - Inflation should be considered, as the purchasing power of future dividends may decrease, suggesting that increasing monthly contributions could be beneficial [14]

Core Insights - The CFTC has appointed key figures from the crypto industry to its Global Markets Advisory Committee and Digital Asset Markets Subcommittee, indicating a commitment to integrating industry expertise into digital asset policymaking [3][4][8] - The new co-chairs of the subcommittee, Scott Lucas from JPMorgan and Sandy Kaul from Franklin Templeton, emphasize the need for clear regulatory frameworks and consumer protections in digital markets [4][8] - The CFTC's initiatives, including the "Crypto Sprint," aim to clarify jurisdictional overlaps with the SEC and enhance regulatory oversight of digital assets [5][6][8] Group 1 - The CFTC has named Katherine Minarik of Uniswap Labs, Avery Ching of Aptos Labs, James J. Hill of BNY, and Ben Sherwin of Chainlink Labs to its Digital Asset Markets Subcommittee [3] - The subcommittee is tasked with guiding the CFTC on blockchain, tokenization, and decentralized finance developments [4] - The appointments reflect a broader trend of Wall Street institutions increasing their interest in tokenized finance, as seen with BNY Mellon's partnership with Goldman Sachs [6] Group 2 - The CFTC's leadership under Acting Chair Caroline D. Pham is focused on executing recommendations from the President's Working Group on Digital Assets [5] - Recent legislative actions, including the signing of the GENIUS Act, indicate a shift towards a more crypto-friendly regulatory environment [6][7] - The House has passed bills related to market structure and the prohibition of a central bank digital currency, awaiting Senate review [7]

The FTX Recovery Trust is preparing a third round of distributions to creditors, totaling $1.6 billion, as it continues efforts to return funds tied to the collapsed crypto exchange. Key Takeaways: The FTX Recovery Trust will distribute $1.6 billion to creditors on September 30, bringing total payouts to $7.8 billion. US customer claims will receive 40%, while convenience claims are set for a 120% reimbursement in this latest round. With over $16 billion in recoverable assets, how remaining funds are ...

Key Points TRON's stablecoin platform is in wide use, for good and for ill. Cardano's (technological) bones look decent, but its ecosystem is struggling. The usefulness of these platforms is the main issue here. 10 stocks we like better than TRON › TRON (CRYPTO: TRX) and Cardano (CRYPTO: ADA) sit on opposite sides of a practical divide. TRON aims to be a low-cost stablecoin platform for processing everyday payments. On the other hand, Cardano aims to be a carefully engineered smart contract platfo ...

Core Viewpoint - Investors should focus on companies building global AI infrastructure, as indicated by Broadcom's growth potential revealed during Oracle's earnings call [1][2]. Group 1: AI Infrastructure and Spending - Oracle's management reported a significant increase in AI infrastructure spending, with a 359% year-over-year rise in remaining performance obligations (RPO) amounting to $455 billion [2]. - OpenAI has signed a five-year, $300 billion deal with Oracle for computing capacity, necessitating rapid expansion of Oracle's data center footprint, which will benefit suppliers like Broadcom [4]. - Oracle plans to invest nearly $35 billion in capital expenditures for fiscal 2026, primarily for data center equipment, indicating a surge in demand for Broadcom's products [5]. Group 2: Demand for Broadcom's Products - The increasing inferencing workloads in AI will drive demand for Broadcom's ultra-fast Ethernet switches, optical interconnects, and custom AI chips [8]. - Broadcom's revenue for the third quarter of fiscal 2025 grew 22% year-over-year to $16 billion, with AI revenue rising 63% year-over-year to $5.2 billion, driven by demand from major hyperscaler clients [9][10]. - Broadcom has secured $10 billion in XPU-based AI rack orders from a new client, with expectations for faster AI revenue growth in fiscal 2026 [11]. Group 3: Networking Challenges and Solutions - The demand for Ethernet-based networking is surging as AI clusters expand, necessitating ultra-high bandwidth networking for efficient memory sharing [12]. - Broadcom's Ethernet-based Tomahawk switches and Jericho Ethernet fabric routers are effective in connecting GPUs/XPUs within and across data centers [13]. - The preference for Ethernet among hyperscalers is due to its open-source nature and familiarity, which will further increase demand as AI clusters grow [15]. Group 4: Valuation and Investment Outlook - Broadcom's current valuation is high at 36 times forward earnings, but the company is well-positioned for multiyear growth due to its $110 billion backlog and increasing demand for AI-optimized products [16].

Bitcoin might be losing some of its thrill, according to MicroStrategy chairman Michael Saylor. As big institutions pour into the market, the extreme volatility that once defined Bitcoin is starting to fade. “You want the volatility to decrease so the mega institutions feel comfortable entering the space and size,” Saylor said on the Coin Stories podcast. But he admitted it’s a “conundrum,” less volatility makes Bitcoin stronger, but also less exciting. “It’s like they had this big high and now the adren ...

Core Insights - OpenAI achieved its first billion-dollar revenue month in July, highlighting the growing demand for AI technology and the potential for further earnings if resource constraints are addressed [1] - The primary challenge for OpenAI's scalability is access to sufficient computing and electric power, which is critical for running data centers [3][5] - Oklo, a startup proposing small modular nuclear reactors (SMRs) for data center power, may be positioned to capture a significant share of the future investments in energy solutions for AI companies [6][9] Group 1: OpenAI's Current Situation - OpenAI's CFO, Sarah Friar, indicated that the company is "constantly 'under compute'" due to high demand for GPUs and computing power [3] - The company is exploring new methods to enhance data center efficiency and power supply, as existing electricity sources are becoming increasingly utilized [4][5] Group 2: Oklo's Innovative Solution - Oklo's approach involves using small modular nuclear reactors, which require less space compared to traditional nuclear facilities, making them a viable option for powering data centers [6] - The partnership between Oklo and engineering firm Vertiv aims to develop cooling systems for data centers powered by onsite SMRs, addressing both power and cooling needs [6] Group 3: Competitive Advantage and Future Outlook - Oklo has existing connections with OpenAI, potentially giving it an advantage in securing investment once its technology is proven [7] - The company anticipates having a working prototype by 2026 or 2027, which could lead to significant investment opportunities from AI companies like OpenAI [9]

Group 1 - The cash positions for the highest-rated US companies improved in Q1 2025, indicating a stronger liquidity position [2] - The median cash ratio, which measures cash and equivalents as a percentage of total assets, reflects this improvement [2]