Students attend a nursing class during vocational training at the Infrastructure Leasing & Financial Services Institute of Skills in New Delhi. A global nurse-staffing agency and several unions sued over President Donald Trump’s plans to charge a $100,000 fee for H-1B visas that allow skilled immigrants to work in the US, saying the move is unlawful. Most Read from Bloomberg Trump signed a proclamation last month requiring the $100,000 payment for any new for H-1B visa application, claiming the program “ ...

I only buy strong businesses. I only buy them when they're cheap. Backgrounds in economics, philosophy, government, data. I started my investing journey with a fairly concentrated portfolio of Canadian dividend payers in the telecom, pipeline and banking industries. I have moved forward through different industries including payments, US regional banking, Chinese and Brazilian equities, REITs, technology companies and a few other emerging market opportunities, as well as microcap through to megacap range. I ...

futures this morning. There's a triple digit gain in the Dow. S&P pitching in with 15 points and the NASDAQ up 52.For more on the markets, let's bring in Sarah Malik, chief investment officer and head of equities as well as fixed income uh at new. I I think in I don't a lot of times I think more of of fixed income. What do you want to start with today Sarah.You you extending location or duration with with bonds. Is it attractive right now. How do you think if we're in a um kind of an easing cycle with the F ...

Core Insights - Market cycles are characterized by "bull" markets when prices rise and "bear" markets when they fall, impacting investor behavior and strategies [1][2] Bull Market Insights - A bull market is defined by rising stock prices, high investor confidence, and strong company earnings, often reflected in indices like the Straits Times Index (STI) [3] - Singapore banks such as DBS Group, OCBC, and UOB typically perform well during periods of strong loan demand and fee income growth [4] - Caution is advised as chasing overpriced stocks can lead to significant losses when market momentum shifts [5][6] - Key strategies for investing in a bull market include avoiding high valuations, rebalancing portfolios, maintaining cash reserves, and adhering to a personal investment strategy [9] Bear Market Insights - A bear market is identified when stock indexes decline by 20% or more, leading to a loss of confidence among investors [10] - Historical examples show that quality companies can still generate income during downturns, as seen with CapitaLand Integrated Commercial Trust and Mapletree Logistics Trust during the COVID-19 pandemic [10] - Investing in bear markets can yield the best bargains, emphasizing the importance of temperament over timing [11] - Effective strategies during bear markets include backing quality businesses, diversifying investments, and employing dollar-cost averaging [12][13] Investor Psychology - Market behavior is influenced by investor emotions, with greed driving prices up in bull markets and fear causing panic in bear markets [14] - Understanding the psychology behind market cycles helps investors view downturns as opportunities rather than disasters [15] Long-term Investment Strategies - Investors are encouraged to focus on quality companies, stick to long-term plans, and view market downturns as buying opportunities [16] - Defensive sectors such as food, medicine, and utilities tend to perform better during economic downturns [17]

Group 1 - The analyst has over 10 years of experience researching more than 1000 companies across various sectors including commodities and technology [1] - The focus has shifted from a personal blog to a value investing-oriented YouTube channel, emphasizing research on hundreds of companies [1] - The analyst expresses a particular interest in metals and mining stocks, while also being knowledgeable in consumer discretionary, staples, REITs, and utilities [1]

Former Stripe CTO Rahuil Patil is joining Anthropic to fine-tune the company's infrastructure. https://t.co/1DK63uOoPG ...

Notable technology industry analyst Dan Ives says Big Tech companies and private equity firms are gearing up to make a flurry of acquisitions to stay ahead in the AI arms race. The analyst shared his picks for stocks that are prime acquisition targets as the dealmaking boom gets underway. "With the regulatory landscape becoming more lenient to acquisitions with the new administrations stepping in and no longer representing steep hurdles, we believe that the tech M&A floodgates are ready to be opened as more ...

Core Insights - Morgan Stanley has set a price target of $270 for NASDAQ:GOOGL, indicating a potential increase of about 10.25% from the current stock price of $244.90 [1][5] - Google is enhancing its position in the AI landscape by integrating its Gemini AI into smart home devices, competing with major players like Amazon and OpenAI [2][5] - Despite recent staff reductions in its Cloud unit, Google's stock price has shown a slight increase, with a current market capitalization of approximately $2.96 trillion [4][5] Company Developments - Google has revamped its smart home devices by incorporating advanced AI, aiming to improve user experience and efficiency in managing smart home environments [3] - The integration of AI technology is expected to make smart home assistants more intuitive and responsive to user needs, reinforcing Google's competitive edge in the smart home market [3] Market Performance - The stock for GOOGL is currently priced at $244.90, reflecting an increase of 0.74% or $1.80, with trading fluctuations between a low of $238.61 and a high of $246.30 during the day [4] - Over the past year, GOOGL has reached a high of $256 and a low of $140.53, with a trading volume of 29,649,105 shares on NASDAQ [4]

Key Takeaways Jobs Week Ends Early with No Jobless Claims, BLSPre-Market Investors Keep Tech Indexes Up on AI TradeTesla Outperforms on EV Deliveries in Q3, As ExpectedThursday, October 2, 2025It’s a quiet Thursday in today’s pre-market, with a federal government shutdown keeping us from Weekly Jobless Claims data from the U.S. Department of Labor and Factory Orders from the Census Bureau. With no signs of ending this week, this shutdown will also likely keep nonfarm payrolls from the Bureau of Labor Statis ...

AI Infrastructure Investment & Strategy - Microsoft is discussing the tech industry's massive AI infrastructure buildout and whether the hundreds of billions of investment are excessive [1] - Microsoft is evaluating its OpenAI investment, considering the value of scaling pre-training [1] - The discussion includes Microsoft's strategic AI infrastructure decisions and balancing AI training with infrastructure [1] Financial & Economic Considerations - The podcast addresses Silicon Valley's growing debt problem [1] - The conversation covers the consequences of debt management in the tech industry [1] - ROI (Return on Investment) on investments in AI and infrastructure is analyzed [1] - The economic impact of data centers on communities is explored [1] Technology & Competition - The longevity of the GPU (Graphics Processing Unit), custom silicon, and competition with NVIDIA are discussed [1] - The future of custom silicon in AI is examined [1] - Global competition in data center development is navigated [1]