Notable analyst calls: Salesforce, Walmart and Lockheed Martin gain analyst support as tech downgrades mount
We haven't written up this one. Seeking Alpha News has the full story — the link below goes straight to it.
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Saturday links: decades of research
Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check out...
Treasury Yields Hit a 24-Year High This Month. Is Vanguard's High-Dividend ETF Still Worth Buying?
Can a 2.35% yield still compete with a government-backed 5%?
- 10-year Treasury yield hit 24-year high of 5.31% on October 5
- Vanguard High Dividend Yield ETF (VYM) offers $510 annual income on $10k investment
- Treasury note provides fixed interest, fund yields 2.35% annually
Rs 3,600 crore business enquiries at 5-day handicraft fair
Over 7,300 buyers participated in the 62nd IHGF Delhi Fair held from October 13 to 17. Business enquiries at the fair totaled Rs 3,600 crore, demonstrating strong international interest.
MP Materials vs. USA Rare Earth: Which Rare Earth Stock Is the Better Buy?
Key PointsMP Materials is lower risk with established operations and contracts.
Here's How Microsoft's $175 Billion in Capital Expenditures Is Hurting Its Business
Microsoft cloud computing business may not be as profitable as its other segments.
- Microsoft invested $175 billion in data centers for AI initiatives.
- Azure's operating margins are lower than AWS and Google Cloud.
- Lower margins may slow Microsoft's profit growth despite revenue gains.
Is Nebius a Buy? Its 22-Month Payback Offers a Clue
Nebius (NASDAQ: NBIS) is scaling quickly, but the next phase depends on whether falling compute prices are offset by lower costs, strong contracts, high utilization, and customer financing.