Reported 13 days ago
MPLX, a leading midstream operator connected to Marathon Petroleum, offers a substantial 7.6% annual dividend yield, which has drawn interest from income-seeking investors. The company reported solid financials, including a net income of $1.05 billion in Q2 2025, and plans to invest over $5 billion in growth initiatives, including a notable acquisition of Northwind Midstream. However, potential investors should consider their personal investment goals, as MPLX may not suit those seeking rapid growth or who prefer to avoid the tax complexities associated with MLPs.
Source: YAHOO
Reported 13 days ago
Source: BARRONS
Reported 13 days ago
Source: WSJ
Reported 13 days ago
Moerus Capital Management LLC has increased its stake in Banco Bradesco S.A. (NYSE:BBD) during Q1, making it the fifth-largest position in their portfolio. The bank reported strong quarterly results, including an 11.7% growth in its loan portfolio and a 15.8% rise in net interest income. Analysts highlight the bank's digital transformation and a competitive 6% dividend yield as key factors for future growth, despite challenges from fintech competitors.
Source: YAHOO
Reported 13 days ago
CuriosityStream Inc. (CURI), a media and entertainment company known for factual content, has become Penn Mutual's 18th largest holding after the firm increased its stake by purchasing 245,289 shares, now totaling 0.43% ownership. CURI has seen a significant rise of over 250% this year, largely due to optimism around AI licensing revenues and new content deals. Though potential is acknowledged, some analysts suggest other AI stocks may offer better investment opportunities.
Source: YAHOO
Reported 13 days ago
President Trump announced plans to potentially implement new tariffs and export restrictions on advanced technology in response to digital taxes he deems unfair towards U.S. companies, specifically targeting actions by nations like India, the EU, and others. As U.S. tariffs on Indian imports rise to 50%, discussions are ongoing with Canada and China regarding trade agreements, while the domestic impact of these tariffs is already affecting U.S. businesses and consumers.
Source: YAHOO
Reported 13 days ago
China’s recent $1 trillion stock market rally has prompted concerns of potential investor risks, leading several brokerages and mutual funds to impose financing limitations. Sinolink Securities has raised its margin deposit ratio to 100%, and other funds have introduced daily purchasing caps on some portfolios. As the Shanghai Composite Index reaches a decade high, the regulatory landscape is tightening amid fears of a market correction, marking a cautious approach towards the surging investment activity.
Source: YAHOO
Reported 13 days ago
Vietnam plans to fully switch to ethanol-blended gasoline, specifically E10, starting next year to enhance imports of ethanol and corn from the U.S. This move aims to reduce the trade deficit with the United States, its largest export market, where it recorded a $123 billion deficit last year. The government has proposed this transition as an effective method to boost U.S. goods imports while also contributing to carbon emission reduction goals.
Source: YAHOO
Reported 13 days ago
India's significant savings from increased purchases of discounted Russian oil amid the Ukraine conflict are threatened by new punitive tariffs imposed by the U.S. President Donald Trump. Analysts estimate these tariffs could dramatically reduce India's exports, potentially jeopardizing jobs in key sectors and complicating India's relations with both the U.S. and Russia. As India seeks to balance its longstanding partnership with Russia with its need for a strong alliance with the U.S., its response to the tariffs could have lasting implications for its economic and geopolitical landscape.
Source: YAHOO
Reported 13 days ago
JD.Com's property investment arm, along with Partners Group and EZA Hill Property, plans to launch a Singapore-based real estate investment trust (REIT) potentially valued over $1 billion. This move reflects growing confidence in Singapore's REIT market and aims to expand into Southeast Asia's industrial and logistics sectors. The planned REIT follows the acquisition of logistics assets from CapitaLand and is expected to be established by October, amid rising investor interest in the region.
Source: YAHOO
Reported 13 days ago
JD Sports Fashion reported a significant decline in underlying sales for the second quarter, largely due to weakness in the UK market. While UK sales fell by 6.1%, there was some improvement in North America. Overall, like-for-like sales decreased by 3.0% compared to the previous quarter's 2.0% decline. The company is cautiously optimistic about the second half of the year, foreseeing profits to be lower than the previous year.
Source: YAHOO
Reported 13 days ago
Western officials are increasingly alarmed that the Nui Phao tungsten mine in Vietnam may fall under Chinese control amid rising U.S.-China trade tensions. Owned by Masan High-Tech Materials, the complex is crucial for global tungsten supply, with China's recent export restrictions exacerbating worries. Chinese firms have reportedly sought to invest in the mine indirectly, raising concerns in Vietnam about sensitive foreign involvement. The situation is further complicated by the mine's permitting issues and strained U.S.-Vietnam relations.
Source: YAHOO
Reported 13 days ago
President Donald Trump has imposed a 50% tariff on Indian goods as a punitive measure for India's purchase of Russian oil, which he claims supports the war in Ukraine. This marks a significant shift in US-India relations, doubling an existing tariff and affecting over half of India's exports to the US, predominantly impacting labor-intensive sectors like textiles. India's government has decried the tariffs as 'unfair and unjustified,' while analysts warn that this could severely harm India's export competitiveness and economic growth.
Source: YAHOO
Reported 13 days ago
Oil prices continue to decline following the implementation of a steep 50% tariff on certain Indian goods by the US, in response to India's Russian oil imports. Despite this economic pressure, Indian refiners are expected to maintain their crude oil purchases. Brent crude recently hovered around $67 per barrel after a notable drop, with concerns of supply gluts emerging amid a trade war affecting demand.
Source: YAHOO
Reported 13 days ago
Rio Tinto has restructured its operations into three business units: Iron Ore, Aluminium & Lithium, and Copper, aiming to streamline its operations. Matthew Holcz has been named head of the new iron ore division, combining Western Australian and Canadian operations, while Jérôme Pécresse will lead the Aluminium & Lithium unit and Katie Jackson continues to oversee Copper. The company is also reviewing its Borates and Iron & Titanium businesses due to weak market conditions, as Sinead Kaufman prepares to leave after nearly 30 years.
Source: YAHOO
Reported 13 days ago
US companies are expressing strong interest in Pakistan's oil and gas sector after President Trump claimed significant reserves in the country, which has sparked both intrigue and skepticism among industry experts as many foreign investors have exited in recent years. Pakistani officials are in talks with US firms regarding upcoming bids for exploration blocks, aiming to revitalize a sector that has seen declining production and foreign investment.
Source: YAHOO
Reported 13 days ago
Mitsubishi Motors has revised its operating profit forecast for the current fiscal year down by 30% to 70 billion yen ($475.12 million), attributing the decrease to the adverse effects of U.S. tariffs, lower anticipated sales, and increased selling expenses. As a result, the company's shares have fallen by 2%.
Source: YAHOO
Reported 13 days ago
In a significant move within the telecom industry, AT&T has agreed to purchase a collection of 5G spectrum licenses from EchoStar for $23 billion, bolstering its network expansion efforts. EchoStar's decision to sell comes amidst financial struggles, including a skipped interest payment and rumors of a potential bankruptcy filing. The sale is expected to enhance AT&T's competitive position in the 5G market while providing EchoStar with funds to pay off debt and support growth initiatives.
Source: YAHOO
Reported 13 days ago
China's exports to Africa have surged significantly, with a 25% increase to $122 billion in 2025, outpacing other markets as trade dynamics shift due to tariffs imposed by the Trump administration. The Belt and Road Initiative has further bolstered Chinese investments in African infrastructure, making it a key partner for construction and renewable energy projects. As the trade relationship strengthens, concerns remain about local production and potential debt implications for African nations reliant on Chinese goods.
Source: YAHOO
Reported 13 days ago
US Commerce Secretary Howard Lutnick stated that the government is considering investments in the defense sector and other industries after acquiring a 10% stake in Intel. He highlighted the importance of defense companies like Lockheed Martin, which generates significant revenue from government contracts. Lutnick emphasized the need to finance munitions acquisitions and noted that talks will continue to ensure taxpayers benefit from such investments. His comments come after a new deal aimed at revitalizing Intel, reflecting a shift in economic strategy under the Trump administration.
Source: YAHOO
Reported 13 days ago
Nvidia is set to close Big Tech's earnings season by announcing its second quarter results, expecting an $8 billion impact from the recent China chip ban. Despite prior lifting of a sales ban by Trump, a 15% tax on sales into China now applies. Analysts predict Nvidia will report adjusted earnings of $1.01 per share on $46.2 billion in revenue, reflecting significant growth from last year's figures. Investors are keenly interested in Nvidia's performance, especially regarding its GB200 super chip and developments in the Chinese market.
Source: YAHOO
Reported 13 days ago
Activists from the 'No Azure for Apartheid' group occupied Microsoft President Brad Smith's office in Redmond, leading to a temporary lockdown of the headquarters. The protestors, who livestreamed their sit-in, accused Smith of supporting genocide related to Microsoft's cloud contracts with Israel. After refusing to leave, the seven demonstrators were removed and arrested by the police. Smith criticized the protest as unnecessary, stating that it detracted from genuine dialogues the company is having with diverse employee groups.
Source: YAHOO
Reported 13 days ago
US stock futures increased slightly as investors await Nvidia's earnings report, with the Dow, S&P 500, and Nasdaq 100 each rising by 0.1%. Nvidia's stock has surged 35% this year, even amid US restrictions on chip sales to China, leading to heightened expectations. Meanwhile, Cracker Barrel reversed its decision on its logo following public backlash, and Okta shares rallied after their positive earnings report, while UnitedHealth faced investigations from the Justice Department.
Source: YAHOO