>> WELCOME TO BLOOMBERG ETF IQ. KATIE: LAST WEEK WENT PRETTY WELL. HERE WE ARE.WE HAVE A LOT TO TALK ABOUT. LET'S GET TO THE BIGGEST STORIES RIGHT NOW. $20 TRILLION GLOBAL ETF STOCKS BACK IN THE GREEN BUT BITCOIN BACK IN THE RED FOLLOWING A ROLLER COASTER RIDE AT THE END OF LAST WEEK.SCARLETT: WE WILL CHECK IN WITH BOB MICHELE ON CONCERNS CHINESE BANKS ARE BEING TOLD TO PULL BACK ON THEIR HOLDINGS OF U.S. GOVERNMENT BONDS. KATIE: WE SPEAK TO CHRIS MARANGI ON HIS SPORTS ETF AFTER THE SEATTLE SEAHAWKS DOMINAT ...

Core Viewpoint - Sterling Capital Management launched the Sterling Capital Hedged Equity Premium Income ETF (SCEP), which combines artificial intelligence for idea generation and human intelligence for portfolio construction to provide a U.S. equity allocation while employing options strategies for income generation and market protection [1][3]. Fund Overview - The fund began trading on December 12 and currently manages $214.1 million in assets with a management fee of 0.65% [2]. - The ETF structure was chosen for its tax efficiency, intraday trading capability, and lower costs compared to traditional mutual funds [2]. Investment Strategy - SCEP aims to deliver tax-efficient monthly income, better risk-adjusted returns through AI-driven stock selection, and reduced downside risk via protective options trading [3]. - The fund's sub-adviser, Guardian Capital, has utilized AI in equity strategies since 2018 and manages over $4 billion in assets using similar investment processes [3]. AI Utilization - Guardian's AI models forecast key investment variables, including earnings growth and dividend growth, using machine learning and deep learning techniques [4]. - The AI narrows the investment universe to a shortlist of companies with a higher probability of durable earnings and dividend growth [5][6]. Portfolio Composition - The fund's top holdings include Alphabet Inc. (6.37%), Apple Inc. (6.09%), NVIDIA Corp. (5.77%), Microsoft Corp. (5.07%), and Amazon.com, Inc. (4.58%), identified for their strong balance sheets and growth potential [7]. - The fund maintains around 21% exposure to midcap stocks, which may provide better valuations compared to large-cap alternatives [11]. Options Strategy - SCEP employs a dynamic options overlay strategy, writing covered call options on up to 100% of its portfolio to boost income while buying protective put options to cushion against market declines [8][9]. - Protective puts are structured to guard against a 10% to 30% market decline, aiming to protect income-focused investors from large drawdowns [9][10]. Tax Efficiency - The fund's structure seeks to deliver more tax-efficient income by finding losses on individual securities and options to offset gains, potentially allowing for return of capital distributions [13]. - Return of capital distributions are generally not taxable in the year received, deferring taxes until the shares are sold, which may result in a higher capital gain [14][15].

Google Cloud appears to be emerging as the earnings driver for Alphabet Inc. ( GOOGL , GOOG ) since it surpassed the $70 billion run rate with operating margins at 30%. Operating income growthHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spott ...

Google Cloud appears to be emerging as the earnings driver for Alphabet Inc. ( GOOGL , GOOG ) since it surpassed the $70 billion run rate with operating margins at 30%. Operating income growthHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spott ...

The Value Pendulum is an Asian equity market specialist with over a decade of experience on both the buy and sell sides.He is the author of the investing group Asia Value & Moat Stocks, providing ideas for value investors seeking investment opportunities listed in Asia, with a particular focus on the Hong Kong market. He hunts for deep value balance sheet bargains and wide moat stocks and provides a range of watch lists with monthly updates within his investing group.Analyst’s Disclosure: I/we have no stock ...

Group 1 - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]

据直接了解情况的人士称，Alphabet此次债券发行的认购需求已超过1000亿美元，该笔发行规模预计约 为150亿美元。这一需求强度堪称企业债发行史上最为火爆的案例之一，显示出投资者对与 人工智能热 潮相关债务资产的强烈兴趣。就在上周，甲骨文通过一笔债券发行筹集了250亿美元，认购需求高达创 纪录的1290亿美元。Alphabet还已指定多家 银行，筹备可能以瑞郎和英镑计价的债券发行，其中包括一 只罕见的100年期债券。 ...

Core Insights - Google is preparing to issue a 100-year bond, following a 50-year bond issued in November, indicating strong investor confidence in the company's long-term viability [1][4] - The interest rates on Google's bonds are only slightly higher than those of US Treasury bonds, suggesting that Google is viewed as a safe investment comparable to the US government [2] - A recent federal judge's ruling allowed Google to maintain its monopoly status, which has led to significant profits, with net income reaching $132 billion in 2025 and plans to invest $185 billion in AI-related infrastructure in 2026 [3] Company Position - Google is now seen as a government-approved monopoly, with the ability to set prices for online search ads without regulatory constraints, unlike utilities that are price-controlled [2][5] - The issuance of a 100-year bond in British pounds places Google alongside entities like the University of Oxford and EDF, which are among the few that have borrowed for such long durations [4] Future Outlook - There is speculation about Google's long-term sustainability, with comparisons made to the US's potential to thrive in the next 50 to 100 years [4] - Google is appealing the recent monopoly ruling, arguing that it operates in a competitive market and seeking to pause the implementation of specific remedies during the appeal process [6]

“Big Short” investor Michael Burry issued a warning Monday about Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) planning to issue 100-year bonds, drawing parallels to Motorola Solutions Inc.‘s (NYSE:MSI) downfall following a similar move in 1997.Burry Draws Motorola ComparisonWriting on X Monday, Burry stated, “Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in 1997, which was the last year Motorola was considered a big deal.”Alphabet’s Bond Sale DetailsMultiple media outlets hav ...

Alphabet's $15 billion bond deal may have a highly unusual component - MarketWatch## Market Extra# Alphabet's $15 billion bond deal may have a highly unusual component## As tech companies look to finance their hefty spending plans, they've been offering bonds with longer maturitiesPublished: Feb. 9, 2026 at 11:57 a.m. ETShareResize---Listen(3 min)Google parent Alphabet is looking to raise up to $15 billion in the bond market on Monday Photo: Justin Sullivan/Getty ImagesAlphabet shocked Wall Street last week ...