Core Insights - The stock market experienced significant gains during President Trump's administration, with the S&P 500 closing up 16% in 2025, marking the third year of a bull market [1] - Trump's tax policy, particularly the Tax Cuts and Jobs Act (TCJA), has been a major driver of corporate investment trends, leading to a surge in stock buybacks [3][8] - The TCJA reduced the corporate income tax rate from 35% to 21%, the lowest since 1939, which has incentivized companies to invest in share repurchases [9][10] Stock Market Performance - The S&P 500 index rose by 16% in 2025, following a turbulent period related to Trump's trade policies [1] - During Trump's first term, major indices like the Dow Jones and Nasdaq saw substantial increases, with the S&P 500 rising by 70% [2] Impact of Tax Policy - The TCJA has led to a significant increase in corporate buybacks, with S&P 500 companies on track to repurchase an estimated $1.02 trillion in shares for 2025 [12] - Prior to the TCJA, quarterly buyback activity for S&P 500 stocks was between $100 billion and $150 billion, which surged to between $200 billion and $250 billion post-TCJA [13] Corporate Buybacks - In Q3 2025, S&P 500 companies bought back $249 billion worth of their own stock, down from a record $293.5 billion in Q1 2025 [12] - Apple has been a leader in share repurchases, buying back over $816 billion since 2013, with $90.7 billion spent in fiscal 2025 [17] - Alphabet ranks second in buybacks among S&P 500 companies, having repurchased $342.4 billion over the last decade [18] - Nvidia has also engaged in significant buybacks, totaling $115.1 billion over the last decade, with a recent annual buyback approaching $52 billion [21] Conclusion - The combination of Trump's tax policies and the resulting corporate strategies has led to a robust environment for stock buybacks, significantly impacting the financial landscape of major companies like Apple, Alphabet, and Nvidia [22]

Core Viewpoint - IperionX has secured nearly A$7 million in funding from the U.S. Department of War, part of a larger US$50 million package, along with a delivery of approximately 290 tonnes of scrap titanium metal from the U.S. government, which is crucial for its Titanium Manufacturing Campus in Virginia [1][2][4]. Group 1: Funding and Material Supply - The funding from the U.S. Department of War is the final tranche of a US$50 million package aimed at supporting IperionX's operations [1][4]. - The delivery of 290 tonnes of scrap titanium provides essential feedstock for the Titanium Manufacturing Campus, representing about 1.5 years of material throughput [2][4]. - IperionX plans to produce at least 1,400 tonnes of titanium annually to support U.S. defense supply chain goals [4]. Group 2: Market Context and Challenges - The critical mineral supply chain, particularly for titanium, is transitioning from a narrative to a structural reality, indicating a growing market interest in tensile metals [3]. - Despite positive developments, short selling pressure on IperionX shares has increased, with nearly 8% of shares currently shorted [5][8]. - The funding assurance from the U.S. government has not significantly deterred short sellers, indicating ongoing market skepticism [8].

Trump's 25% tariff on AI chips landed the same day Taiwan Semiconductor Manufacturing Company (TSMC) posted blowout earnings and dismissed AI bubble fears. ...

To celebrate High Yield Investor turning five, we’re offering a 30-day money-back guarantee . Now is the perfect time to join. We are releasing our Top Picks for 2026 , and with the guarantee, you have everything to gain and nothing to lose.When approaching a dividend growth investing strategy, investors typically think that they have to constantly trade off between yield and growth, as well as quality and total return potential. This is typically seen when some investors, especially youngerSamuel Smith has ...

Key Takeaways Apple struck a multi-year deal to integrate Gemini into Siri, transforming it into an advanced assistant. Alphabet gains a major licensing stream and wider Gemini reach, pushing market cap to $4 trillion intraday.Tech-focused ETFs like IYW offer diversified exposure to the AI partnership, helping reduce single-stock risk.In a surprising turn of the artificial intelligence (AI) arms race, tech titans Apple (AAPL) and Alphabet (GOOGL) have recently announced a landmark multi-year partnership, t ...

Here's the thing about TSMC earnings: they're not just a company report. They're a health check on the entire AI supply chain. When TSMC beats, it means Nvidia (NVDA), AMD (AMD), Apple (AAPL), and every hyperscaler building out AI infrastructure are all pulling chips as fast as the fabs can stamp them out. The Numbers That Matter The headline profit beat obscures how dominant the quarter really was. Advanced chips—those measuring 7- nanometer or smaller—accounted for 77% of wafer revenue in Q4, up from 74% ...

Core Insights - Goldman Sachs exceeded fourth-quarter profit expectations significantly, driven by strong performance in investment banking and equities sectors [1] - Despite the profit beat, the stock price declined due to disappointing revenue figures [1] Investment Banking Performance - The investment banking division showed particular strength, contributing positively to the overall profit results [1] Equities Business - The equities business also performed well, further supporting the company's strong profit margins in the fourth quarter [1] Revenue Concerns - Revenue figures fell short of market expectations, which negatively impacted the stock performance despite the profit beat [1]

Core Viewpoint - The article discusses the investment potential of Apple, Inc. (NASDAQ: AAPL), highlighting a favorable market position and suggesting it is a good time to buy the stock based on recent performance trends [1]. Group 1: Company Performance - The stock of Apple, Inc. was noted to be breaking resistance levels, indicating a potential upward trend in its market performance [1]. Group 2: Analyst Position - The analyst has a beneficial long position in Apple shares, indicating confidence in the company's future performance [1].

Core Viewpoint - The article discusses the investment potential of Apple, Inc. (NASDAQ: AAPL), highlighting a favorable market position and suggesting it is a good time to buy the stock based on recent performance trends [1]. Group 1 - The stock of Apple, Inc. was noted to be breaking resistance levels, indicating a potential upward trend in its market performance [1]. - The previous coverage of Apple was on September 3rd, 2025, where a "buy" rating was given, reflecting confidence in the company's future growth [1].

Core Insights - The rise of AI-first technology companies has led to a significant increase in company valuations, with multiple companies now reaching trillion-dollar market caps [1][2]. Group 1: Companies Reaching $4 Trillion Valuation - Nvidia became the first company in history to exceed a $4 trillion market capitalization in July 2025, driven by its role as the primary supplier of hardware for modern artificial intelligence [3]. - Microsoft reached the $4 trillion valuation shortly after Nvidia, benefiting from its strong enterprise software, cloud computing, and AI integration [5]. - Apple is the most recent company to achieve a $4 trillion valuation, supported by consistent consumer demand and a robust ecosystem of services and hardware [7]. Group 2: Company Performance and Market Position - Nvidia's chips are essential for data centers, machine learning models, and AI platforms, leading to a demand surge that has outpaced supply, positioning the company strategically in the AI hardware market [4]. - Microsoft has integrated AI tools across its platforms, including Azure and Office, and holds a significant stake in OpenAI, enhancing its growth potential in AI services [6]. - Apple's strong performance in recent iPhone models and stable cash flow has maintained investor confidence, with the company trading at $277.55 per share as of November 26, 2025 [7].