Welcome back to Morning Trade Live. It is time now for the big picture. Let's welcome in the team from Charles Schwab.We have Nate Peterson, director of derivatives analysis, Schwab Center for Financial Research, and Mike Townsen, who is the managing director, legislative regulatory affairs at Charles Schwab. Mike, let's just start with you. We're less than 14 hours away from this potential government shutdown.Now, what should investors be paying attention to. What kind of impact is it going to have. >> Yea ...

I think norms around dropping out are changing a lot post-covidIt used to be either Thiel scholar types or drug addicts who drop out but now it is normiesInvestment banks and bigtech both hiring nondegree holders at scaleAnanda (@Galaxriel):the average woman having more schooling than the average man is just an indicator that college is going to be low status soon btw ...

US stocks edged higher on Monday as investors eyed a looming US government shutdown that risks delaying the release of the all-important monthly jobs report later in the week. The S&P 500 (^GSPC) gained 0.3%, while the tech-heavy Nasdaq Composite (^IXIC) rose 0.5%, with the two gauges building on Friday's rebound. Meanwhile, the Dow Jones Industrial Average (^DJI) rose almost 0.2%. Markets are assessing the odds of a US government shutdown on Wednesday this week, as a standoff between Republicans and De ...

Core Insights - Accenture plc (NYSE:ACN) is recognized as one of the 11 Best Value Dividend Stocks to buy currently [1] - The company is a global leader in professional services, focusing on consulting, technology, and outsourcing, with a workforce exceeding 800,000 [2] - Accenture's strategy includes integrating advanced technology, pursuing sustainability, and enhancing capabilities through strategic acquisitions [2][3] Company Performance - Accenture's success is attributed to its skilled workforce, technology partnerships, and commitment to sustainable practices, aiming to create 360-degree value [3] - The company has maintained a solid dividend policy, having never missed a dividend payment since 2005, and has consistently raised dividends for the past 14 years [4] - As of September 26, Accenture offers a quarterly dividend of $1.63 per share, resulting in a dividend yield of 2.73% [4]

Market Overview - U.S. stocks exhibited mixed performance, with the Nasdaq Composite increasing by over 100 points on Monday [1] - Cannabis-linked stocks experienced significant gains following President Trump's video promoting the health benefits of cannabis [1] Company Highlights - Tilray Brands, Inc. (NASDAQ: TLRY) saw a sharp increase in shares, rising 39.2% to $1.5983 [1] - Merus N.V. (NASDAQ: MRUS) gained 36.6% to $94.14 after Genmab agreed to acquire the company for $97 per share [4] - Better Home & Finance Holding Company (NASDAQ: BETR) increased by 20.1% to $63.60, supported by a $75 million at-the-market offering for Class A shares [4] - BTQ Technologies Corp. (NASDAQ: BTQ) jumped 20% to $6.36, as Danal began proof-of-concept for BTQ's quantum-secure Stablecoin settlement network [4] - SNDL Inc. (NASDAQ: SNDL) rose 18.8% to $2.77, benefiting from the positive sentiment around cannabis stocks [4] - Innoviz Technologies Ltd. (NASDAQ: INVZ) increased by 15.6% to $1.9701 after Goldman Sachs upgraded the stock from Neutral to Buy, raising the price target from $1.50 to $2.50 [4] - Sandisk Corporation (NASDAQ: SNDK) shares jumped 14.3% to $111.06 [4] - GDEV Inc. (NASDAQ: GDEV) rose 12.7% to $29.24 [4] - Ondas Holdings Inc. (NASDAQ: ONDS) gained 12.2% to $8.59 [4] - Pony AI Inc. (NASDAQ: PONY) increased by 10.3% to $23.36, with Citigroup initiating coverage with a Buy rating and a price target of $29 [4] - Galaxy Digital (NASDAQ: GLXY) gained 9.5% to $33.85 [4] - Western Digital Corporation (NASDAQ: WDC) rose 9% to $116.48 after Rosenblatt raised its price target from $90 to $125 while maintaining a Buy rating [4] - New Oriental Education & Technology Group Inc. (NYSE: EDU) increased by 5% to $53.85, with B of A Securities maintaining a Buy rating and raising the price target from $56.2 to $58.2 [4] - GLOBALFOUNDRIES Inc. (NASDAQ: GFS) rose 5% to $37.40 following a collaboration announcement with Corning for developing detachable fiber connector solutions [4]

In the current market environment, the technology industry is driving market returns, so every investor is looking to get some tech exposure, the only problem is that as everyone is buying the same companies, the valuation multiples areI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in ...

9月29日晚上，观察者网从知情人士处获悉，华为公司今天（9月29日）任命余承东为华为产品投资评审 委员会（IRB）主任，任命文件由任正非亲自签发。 分析人士称，IRB负责对华为重大战略方向的资源投入、项目立项及预算审批进行关键决策，确保资源 高效聚焦核心战略目标。余承东主导华为IRB，核心任务是带领华为在人工智能（AI）领域取得全球领 先地位，被内部视为"打赢AI关键战役"的核心领导人。 这次任命由任正非亲自签发，也体现华为最高层对AI战略的重视及对余承东的信任。 图源：华为官网 除了IRB主任一职，余承东仍担任华为常务董事、终端 BG 董事长，掌管华为终端、鸿蒙智行等业务。 知情人士表示，余承东兼具技术商业化成功经验（如终端业务崛起）与战略执行力，其双重角色将推动 华为在AI芯片、大模型、智能汽车等关键战场加速突破，直面全球科技竞争。 当前，阿里通义、腾讯混元、字节豆包、百度文心等各种国产大模型百花齐放，数据狂奔、模型狂卷， 中国AI竞争已全面进入"大模型军备赛"的白热化阶段，各大互联网公司均不甘落后。 分析人士对观察者网表示，此次人事任命凸显华为将AI置于未来十年发展的核心地位，通过IRB机制确 保战略资 ...

ab 25 September 2025 Powered by YES UBS Evidence Lab Global Research China Industrials Going global: Breakdown of China's exports (August 2025) Leveraging UBS Evidence Lab's China Export Monitor UBS's China research team has classified about 6,000 six-digit Harmonized System Code (HS Code) goods in nine industries and 112 sectors, representing more than 90% of China's overall exports in 2024. We break down China's exports by end-market and sector (> Access Dataset). Notably, exports of aluminium ore (+21975 ...

Tariff Announcements and Market Reactions - A 100% tariff on branded or patented pharmaceutical products is set to take effect on October 1, 2025, aimed at boosting domestic manufacturing and addressing a "feud with Tylenol" [3] - Major pharmaceutical companies like Merck, Eli Lilly, and Johnson & Johnson saw minimal stock gains, as they had already announced U.S. expansion plans [4] - European pharmaceutical firms experienced a decline in stock prices, with shares of Lonza, Novartis, and Roche dropping around 1.2%, while Japanese firm Sumitomo Pharma fell 3.5% [5] Furniture and Truck Tariffs - Upholstered furniture will face a 30% tariff, while kitchen cabinets and bathroom vanities will incur a 50% tariff, effective October 1, 2025, justified by "national security" [6] - Import-reliant furniture retailers like RH and Wayfair saw significant stock declines, with RH falling 4.16% and Wayfair nearly 3% [7] - Domestic manufacturers such as La-Z-Boy benefited from the tariffs, with La-Z-Boy's stock rising 8% [8] - A 25% import tax on heavy trucks positively impacted American truck manufacturer Paccar, whose stock surged 5.16% [9] Broader Market Trends - Despite the tariff announcements, major U.S. indices finished higher on September 27, 2025, with the Dow Jones up 0.65%, S&P 500 up 0.59%, and Nasdaq up 0.44% [12] - Analysts attributed this rally to relief over inflation data and a growing tendency for the market to overlook tariffs [13] - The overall market's ability to adapt to unpredictable trade policy announcements reflects a blend of selective attention and resilience [14]

Group 1: Karman Holdings - Karman Holdings (KRMN) is an aerospace and defense company that designs, tests, manufactures, and sells mission-critical systems for missile defense, space launch, and hypersonic technologies [2][3] - The company went public in February and has seen its stock price increase by 204% from its IPO price of $22 [2] - In Q2, Karman's revenue grew by 35% year over year to $115.1 million, with adjusted EBITDA rising by 29% to $35.3 million, and earnings per share reaching $0.10, more than triple the prior year's level [3] - Karman has a funded backlog of $719 million, indicating strong long-term visibility, with revenue growth across all segments: 22% for hypersonics and strategic missile defense, 39% for space and launch, and 46% for tactical missiles and IDS [3] - CEO Anthony Koblinski highlighted the company's positive trajectory, with index inclusions and new contracts enhancing Karman's position in the defense and space industries [4] - Wall Street rates Karman as a "Strong Buy," with four out of six analysts recommending it as such, and an average target price of $68.75, suggesting a potential upside of 47% based on the Street-high estimate of $100 [5] Group 2: Alphabet - Alphabet (GOOG), the parent company of Google, is a global technology leader primarily generating revenue from digital advertising [6] - The company is also heavily investing in cloud computing, artificial intelligence (AI), and other breakthrough technologies that could significantly impact the future [6]