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Xcel Energy: A Potential AI Data-Center Play With A Wildfire Overhang
Seeking Alpha· 2025-07-17 09:48
Michael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he advises an over-weight position in the technology sector, which he believes is still in the early stages of a long-term secular bull-market. For dividend income, and as a 4th generation oil & gas man, Fitzsimmons suggests investors consider a position in la ...
The Taiwan Fund, Inc. Announces 3rd Quarter Earnings
Prnewswire· 2025-07-16 21:27
BOSTON, July 16, 2025 /PRNewswire/ -- The Taiwan Fund, Inc. (the "Fund") (NYSE: TWN) announced today details regarding its investment performance for the three month period ended May 31, 2025.The Fund reported a net asset value per share of $46.82 as of the close of business on May 31, 2025. This represents an increase of $1.10 per share from the net asset value per share of $45.72 reported on Feb 28, 2025. The Fund's share price, as traded on the New York Stock Exchange on May 31, 2025, was $37.77, represe ...
SPLB: The Worst Of Both Worlds From A Macro Stand-Point
Seeking Alpha· 2025-07-16 20:39
We last wrote about the SPDR Portfolio Long Term Corporate Bond ETF (NYSEARCA: SPLB ) a year ago, when we started our coverage on this name. In our initial article, we described the fund structure and risk drivers andWith an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annualized returns with a ...
Morgan Stanley Q2 Revenue Hits $16.8 Billion
The Motley Fool· 2025-07-16 20:39
Morgan Stanley(MS -1.39%) reported fiscal 2025 second-quarter earnings on Wednesday, July 16, posting $16.8 billion in revenue (up 12% year over year), $2.13 in earnings per share, and an 18.2% return on return on tangible common equity (ROTCE). Wealth and Investment Management client assets reached $8.2 trillion, with net new assets of $59 billion, and fee-based flows reached a record $43 billion. The company increased its quarterly dividend to $1 per share. Key insights highlight the durability of capital ...
JNJ's Stock Price Is Back in Rally Mode—The Time to Buy Is Now
MarketBeat· 2025-07-16 20:16
Johnson & Johnson TodayJNJJohnson & Johnson$164.78 +9.61 (+6.19%) 52-Week Range$140.68▼$169.99Dividend Yield3.16%P/E Ratio18.33Price Target$171.00Add to WatchlistAfter years of post-COVID-19 normalization and the impact of its Kenvue spinoff, Johnson & Johnson’s NYSE: JNJ stock price is back in rally mode. It is still early in the game, but the Q2 results affirm that growth is back, acceleration is happening and is expected to continue in the back half of the year. Acceleration may be stronger than foreca ...
M&T Bank Reports 28 Percent EPS Jump Sequentially in Q2
The Motley Fool· 2025-07-16 18:34
M&T Bank Corporation (MTB -1.95%) reported 2Q2025 results on July 16, 2025, highlighting a 27.7% increase in diluted GAAP EPS to $4.24 compared to $3.32 in Q1 2025 and $1.1 billion in share repurchases. Management provided quantitative updates on risk, capital, and business line growth trends, all of which were discussed in detail.Material Capital Return Acceleration and Prudent Targeting of Regulatory BuffersCapital distribution was robust in 2Q2025, with $1.1 billion in share repurchases, representing 5.7 ...
CNBC Property Play: Building data centers on the moon
CNBC Television· 2025-07-16 18:20
Real Estate & Space Industry Trends - Data centers are a rapidly growing sector in real estate, driven by AI, cloud computing, and online activities, but their high energy consumption poses a challenge [1] - Private capital is flowing into the space industry, with new companies emerging to serve various aspects of the sector from both public and private perspectives [3] - The space industry is experiencing a revolution, with companies seeking to monetize space through manufacturing and serving as a base for further space exploration, including potential data center production on the moon [6] - Space offers unlimited power from the sun, unlimited cooling from the vacuum, and unlimited real estate, potentially unlocking constraints faced on Earth and providing clean energy [9] - The current economic environment presents challenges for global development, with stagflation, higher rates, and slower growth making it difficult for developers to make projects financially viable [19][20] Technological Advancements & Infrastructure - Reusable rocket technology is advancing, with potential for 1,000 tons of launch capability, moving towards a million tons per year [32] - Robotics are becoming increasingly advanced and advantageous in the lunar environment due to the challenges of sustaining human life in space [31] - Ethos is developing technology to utilize lunar geological resources, such as anorthosite, to create building materials like synthetic igneous rock, which is twice as strong as concrete, for constructing landing pads, roads, and foundations on the moon [26][27][28][29] Energy & Power Consumption - Data centers are projected to consume a significant portion of US power generation, potentially reaching 40% by 2030, highlighting a serious infrastructure problem [42] - China has a significantly larger installed power base than the US and is investing heavily in solar energy, necessitating the exploration of new, non-Earth-bound power generation methods [44] - The cost of solar energy is declining rapidly, and nuclear energy is gaining traction, suggesting that energy problems will be solved, but the demand for power is infinite [47] Investment & Future Outlook - Capital is seeking great opportunities and returns, with space emerging as a promising area for investment [21] - Infrastructure investments require a long-term perspective, considering future disruptors and their potential interplay with the current world [14] - The space industry is in its early stages, similar to the railroad era, representing a major investment opportunity and creating new "rails" for the future [17]
X @mert | helius.dev
mert | helius.dev· 2025-07-16 17:51
manit's crazy we have to say things like "teams generating revenue on top of solana is not bad actually"you will not shame a team into making different financial decisions with *revenue they earned on their own* — they will always do what's best for their businessand this is what you should want — you should want businesses to optimize for their own needs, this is literally how capitalism worksif you can provide a platform where businesses can optimize for their own needs and succeed, then in return you get ...
Bank of America: 8% Dividend Hike in Q2
The Motley Fool· 2025-07-16 17:25
Bank of America (BAC -1.10%), the U.S. banking giant known for its vast retail, commercial, and investment banking operations, released its Q2 2025 earnings on July 16, 2025. The highlight of the announcement was earnings per share of $0.89 (GAAP), beating analyst expectations of $0.86 (GAAP). Net income (GAAP) rose to $7.1 billion, also ahead of the prior-year period. However, total revenue (GAAP) of $26.5 billion slightly missed consensus estimates of $26.77 billion. The quarter was marked by strong net i ...