Bill Gates, Charles Koch And Three Other Billionaires Are Giving $1 Billion To Enhance Economic Mobility In The U.S. https://t.co/zJuNYS9OjQ https://t.co/2ty5YsauB6 ...

Bill Gates, Charles Koch And Three Other Billionaires Are Giving $1 Billion To Enhance Economic Mobility In The U.S. https://t.co/nGa0OMoNQf https://t.co/nGa0OMoNQf ...

This played out realllllllly well nglWe actually all might make it tbhIcoBeast.eth🦇🔊 (@beast_ico):Not a macro expert. Regularly larp as a macro enjoyooooorPersonal view is we experienced/are experiencing accelerated bear market (that has bottomed), and the biggest reason alts got obliterated while BTC didn’t is because of infinite institutional bid. Second reason is more ...

Welcome back. Small cap seen some signs of life this month, but can that show of strength continue. Let's bring in Greg Port Toorto.He's head of US small and midcap team at Goldman Sachs Asset Management. Joins us here at Post9. Greg, it's good to see you.Thanks for having me. We're back to that discussion about how the index is problematic, but you guys still think there opportunities within it, right. We do. We do.And I think that, you know, we're starting to see some signs of life in the small cap market ...

Uh back to the broader economy, we got retail sales, nice print today. Um people had varying thoughts on PPI, but for the most part, I wonder if you think like Williams for example, that any kind of cost pressures are still to come regarding tariffs. Yeah, I do think it's pretty easy to make the argument that we know that we brought in more than 500 billion in tariffs.Um where has that gone. Now companies have a good deal of cushion to absorb that more than$ two and a half trillion dollars in cash to absorb ...

Let's turn to Truit's Keith Learner. Talk about this market, Keith, as we are right at those all-time high levels intraday that we got uh in July. Um your your take is to keep keep playing with what's working, right.That's right, Carl. I think this market deserves the benefit of the doubt. And what got you here is still the growth sectors.It's the technology, is communication services. You also have industrials at all-time highs today. And um you know, the banks continue to act well as well.So you put that ...

Dining Trends - Despite economic uncertainty, people continue to prioritize dining out across all price points [1] - The industry observes year-over-year growth even in the $50 per person and up segment [2] - Restaurants are largely full and busy, indicating sustained consumer demand [2] Consumer Behavior - Consumers are willing to allocate discretionary income to restaurant experiences [1] - People want to go out to restaurants, have a good time, and enjoy good food [2]

All right, welcome back. Well, earlier today we got another pretty good read on the economy, but it's kind of another day where the bond market is not really moving. The 10-year yield is at 4.46% and as we noted yesterday, that's the same price that bond yields were at back in November.So, what's it going to take to get borrowing costs on the move again. Either way, Rick Santelli is in Chicago with the bond report. Rick, yeah, you nailed it.Not only was 445 an important area historically, that's where we we ...

Economic woes have made Chinese consumers reluctant to spend. But that hasn’t stopped them from splashing cash on Labubu dolls, gold jewelry and bubble tea. https://t.co/ZAFudlsAUS ...

Core Viewpoint - Marvell Technology (MRVL) and Microchip Technology (MCHP) are significant players in the Ethernet PHY transceiver market, each targeting different end markets and employing distinct strategies to navigate their respective challenges and opportunities [1]. Marvell Technology (MRVL) - Marvell Technology focuses on Ethernet PHY solutions for small and medium businesses, automotive, data centers, cloud, high-performance networking, and telecom [2]. - The company is divesting its automotive Ethernet business to Infineon for $2.5 billion to concentrate on core offerings for hyperscale and data center customers [4]. - MRVL's automotive and industrial segments have faced declining revenues over the past five quarters, with the automotive division recovering while the industrial division struggles [4]. - Broader challenges include lower gross margins in custom silicon and macroeconomic uncertainties, particularly regarding U.S.-China relations, which impact approximately 43% of MRVL's fiscal 2025 total revenues [5][6]. - Year-to-date, MRVL's shares have decreased by 35.9%, and it is trading at a forward sales multiple of 6.86X, significantly below its median of 9.47X over the past year [12][13]. - The Zacks Consensus Estimate for MRVL's fiscal 2026 EPS indicates a year-over-year growth of 77.71%, although estimates have been volatile [15]. Microchip Technology (MCHP) - Microchip Technology develops a variety of Ethernet PHYs for consumer electronics, automotive, aerospace, IoT, industrial, and enterprise applications, with a focus on data center and AI/ML use cases [7]. - The recently launched Single-Pair Ethernet for Edge Devices solution, 10BASE-T1S, is gaining strong adoption in various sectors [8]. - MCHP's industrial, automotive, consumer, and communications divisions are recovering, with rapid growth in its Aerospace & Defense business [9]. - The company's book-to-bill ratio improved to 1.07, indicating a healthy demand environment, with a projected top line of $4.54 billion reflecting a year-over-year growth of 3.2% [10]. - MCHP's stock has increased by 29.8% year-to-date, and it is trading at a forward sales multiple of 8.35X, above its median of 7.15X over the past year [12][13]. - The Zacks Consensus Estimate for MCHP's fiscal 2026 EPS suggests a year-over-year increase of 3.05%, with consistent upward revisions over the past 60 days [17]. Conclusion - MCHP is positioned favorably with innovative products and recovering margins, while MRVL faces significant challenges from macroeconomic factors and declining segments, making MCHP a more attractive investment option at present [11][19].