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Junk-Bond Market Gets AI Jolt from SoftBank
Barrons.com4d agoneutral
Junk-Bond Market Gets AI Jolt from SoftBank

Global investment company SoftBank Group is seeking a record amount from junk bond investors. Japan’s SoftBank Group— a big investor in companies like Arm Holdings a chip designer— is issuing over $11 billion in junk-rated bonds, according to media reports. It will add to the $4.6 billion SoftBank has already issued this year across two deals.

3 Reasons to Sell GRNT and 1 Stock to Buy Instead
StockStory4d agoneutral
3 Reasons to Sell GRNT and 1 Stock to Buy Instead

Over the last six months, Granite Ridge Resources’s shares have sunk to $4.91, producing a disappointing 8.7% loss - a stark contrast to the S&P 500’s 16.4% gain. This might have investors contemplating their next move.

Advanced Micro Devices (AMD) Is Up 24.7% After Expanding Its Role In Regulated AI Infrastructure – Has The Bull Case Changed?
Simply Wall St.4d agoneutral
Advanced Micro Devices (AMD) Is Up 24.7% After Expanding Its Role In Regulated AI Infrastructure – Has The Bull Case Changed?

Advanced Micro Devices has recently been at the center of a series of AI-focused developments, from powering MindWalk’s OpenFold3 life-sciences workloads on Instinct MI325X GPUs to expanding ecosystem collaborations across edge AI, quantum-classical integration, and agentic AI security and infrastructure. Together, these partnerships and deployments highlight AMD’s role not just as a chip supplier but as a foundational compute layer for regulated, production-grade AI systems spanning data...

3 U.S. Growth Stocks Facing The Biggest AI Spending Test Right Now
Simply Wall St.4d agoneutral
3 U.S. Growth Stocks Facing The Biggest AI Spending Test Right Now

Markets are racing to fresh highs while many stocks quietly struggle, which creates a strange mix of euphoria and fragility that investors cannot ignore. Narrow leadership in big tech and communication names can quickly reward or punish anyone chasing the rally late. This article walks through three large U.S. growth stocks that are closely tied to the latest news shock and explains how that exposure could help or hurt your portfolio from here. The three stocks that follow are only a sample...

Super Micro Computer (SMCI) Is Up 12.1% After Record AI Backlog Sparks Major Capacity Expansion
Simply Wall St.4d agoneutral
Super Micro Computer (SMCI) Is Up 12.1% After Record AI Backlog Sparks Major Capacity Expansion

In recent months, Super Micro Computer reported a record AI-focused order backlog, including over US$60.00 billion in new fourth-quarter orders, and began expanding global manufacturing capacity to produce more than 6,000 racks per month to support growing data center demand. At the same time, AI-related solutions have become an increasingly central part of the business, already contributing the majority of recent quarterly revenue and expected to dominate future sales based on the existing...

5 Dividend ETFs to Buy Once and Never Sell for a 40-Year Retirement
24/7 Wall St.4d agoneutral
5 Dividend ETFs to Buy Once and Never Sell for a 40-Year Retirement

A retirement lasting 40 years will outlive most strategies built around fixed income alone, and five dividend ETFs cover every gap that leaves retirees vulnerable, from income growth against inflation to geographic exposure most US-focused portfolios quietly ignore.

Philip Morris’ Dividend Gets an 8.8% Boost: What Investors Should Know
Insider Monkey4d agoneutral
Philip Morris’ Dividend Gets an 8.8% Boost: What Investors Should Know

Philip Morris International Inc. (NYSE:PM) raised its quarterly dividend by 8.8% to $1.60 per share, or $6.40 annualized. The decision reinforces its commitment to returning cash to shareholders. The increase also aligns with PMI’s long dividend-growth record: the company has raised its annual dividend every year since becoming public in 2008, at a 7.2% compound […]