Key News Asian equities were mixed overnight as the Philippines, Taiwan, and South Korea outperformed, Thailand underperformed, and Pakistan was closed for Kashmir Solidarity Day. Tariff tit for tat weighed on market sentiment except for metals and mining companies as gold surged, as well as AI plays such as semiconductors, software, and technology hardware, which could also be related to the early success of the new electronic trade in subsidy. News that the U.S. Postal Service would suspend non-letter parcels from Hong Kong and Mainland China and that an investigation into Shein and Pinduoduo’s Temu would be conducted weighed on…

We are—unequivocally—bullish on the US economy. We’re also big fans of the 6.1% dividend we’re going to discuss below, which trades for less than half its annual sales. That’s pretty much the opposite of the nosebleed 26 times sales (and 0.03% yield—not a typo!) over at NVIDIA (NVDA), even after last week’s panic over Chinese AI chatbot DeepSeek. US Stocks Are Wealth-Building Machines … Fact is, it’s easy to be bullish on the US these days, with the country’s economy leading (and in many cases lapping!) those of other countries. The IMF, for example, sees the US economy growing 2.7%…

From Mount Olive, North Carolina to Anchorage, Alaska, each of the top 10 banks on Forbes’ ranking of 100 publicly traded banks are relatively tiny institutions with less than $25 billion in assets. By Hank Tucker, Forbes Staff Four thousand miles from the New York headquarters of JPMorgan Chase or Citigroup, Betsy Lawer, 75, operates one of America’s top-performing banks in Anchorage, Alaska. With 28 branches scattered among 19 cities in its state, First National Bank Alaska safeguards $5.6 billion in assets for customers and small businesses, competing with non-bank real estate lenders and institutions like Wells Fargo, the nationwide…

Shares of most of Europe’s biggest automakers rallied Tuesday after diving the previous day when they reacted to President Donald Trump’s long-awaited campaign to use tariffs to restore fairness in global trading relations. Calm may have returned to auto shares, but when it’s Europe’s turn to face the tariff question the added issue of non-tariff barriers might quickly turn nasty. President Trump’s campaign started with Canada and Mexico and this set off tremors across the world’s stock markets. But the quick reaction of Canada and Mexico to offer concessions calmed investors’ nerves Tuesday, after Trump suspended his threat of 25%…

Large corporations that have spent the last few years building up their sustainability, environmental, social and governance (ESG) programs are confronting a bit of an existential crisis as they start to digest the first round of actions coming out of the new administration in the U.S. In response to a series of executive orders pulling the U.S. out of the Paris climate agreement and ending the green new deal, businesses are now starting to make some tough decisions about how they want to position themselves on the topic of sustainability. While some, have reiterated their commitment to policies such as…

The company is well-positioned to capture long-term demand for AI computing By Oliver Rodzianko Summary AMD’s AI-inference focus and diversified chip strategy set it apart, supporting a ~35% CAGR amid strong data-center demand. A three-year model projects $8.37 EPS at a 35% margin, justifying a $290 target and ~35% margin of safety. Competition and geopolitical risks exist, but AMD’s strategic pivot, open-source ROCm, and cost efficiency bolster a bullish outlook. AMD (AMD, Financial) is one of the most exciting chip companies in the world at the moment. Due to its strategic focus on AI, including a diversified approach centered on…

Key News Asian equities rebounded, and tariff talk became more bark than bite for Canada and Mexico as the US dollar fell. Hong Kong stocks rose on optimism that a Trump-Xi phone call would lead to a similar deal, though that failed to materialize by midnight (noon local time), indicating US 10% tariffs would be implemented, which sent stocks lower. For the first time in a long time, against a clear negative with the media banging the doomsday drum, Hong Kong stocks rose. They rose on good volumes that were 118% of the 1-year average, even without Southbound Stock Connect,…

Here’s my take on the DeepSeek selloff we saw last week: It’s a buying opportunity, especially for income investors. (I wrote a bit about this in last Thursday’s article. Since the market has rebounded a bit since, we’re going to talk about it more today. A preview? It’s not too late to buy the dip.) Income Investors: 2, Speculators: 0 Why do income investors hold an edge here? Because they have a chance to buy NVIDIA (NVDA) and other AI stocks, including some private-equity firms few people have access to, through closed-end funds (CEFs). Tapping the selloff this way gives…

Investors finished Monday relieved that Trump’s tariffs on Mexico and Canada are on hold, but a 10% levy on goods imported from China still takes effect Tuesday. By Hank Tucker, Forbes Staff Donald Trump appeared triumphant Monday after extracting deals from Canada and Mexico to increase their border security efforts in exchange for a pause on tariffs against imports from those countries that was slated to take effect Tuesday, giving the stock market a reprieve as well. But investors should be prepared if that relief is only temporary. Trump’s weekend announcement that 25% tariffs would be imposed on all goods…

Key News Asian stocks wished they were still on vacation, as US tariffs proved not to be a beautiful thing for stocks as the US dollar surged, Asian equities plunged, except for the Philippines, while Mainland China remains on holiday. The Hang Seng and Hang Seng Tech indexes opened sharply lower by -2.28% and -3.20%, but managed to close at -0.04% and +0.29%, led by semiconductors and AI winners. Alibaba gained +6.46%, Tencent gained +0.75%, Semiconductor Manufacturing International (SMIC) gained +10.26%, and Kingsoft Cloud surged +31.43%. It is surprising that Baidu fell -3.82%, considering its significant efforts in the AI…