Author: arthursheikin@gmail.com
[ad_1] Utilities are emerging as a hot play in 2025 as investors take notice of their role in powering the artificial intelligence movement – and many of the names also happen to pay attractive dividends. As the broader S & P 500 retreated on Tuesday, the Utilities Select Sector SPDR Fund (XLU) touched a fresh record. Utilities are the second-best performing sector in the S & P 500 in 2025, up more than 14% and outperforming tech’s roughly 13% advance. The outperformance is greater still including utilities’ 2.8% dividend yield. XLU 5D mountain The Utilities Select Sector SPDR Fund (XLU)…
[ad_1] Disney is on a mission to make Disney+ its one-stop shop in streaming, prompting some employees to wonder: Where does that leave Hulu?Nine Disney streaming staffers tell Business Insider that it’s become impossible to ignore the company’s increasing emphasis on Disney+ over Hulu.”Internally, the Hulu brand isn’t a priority,” an employee on the ads side of Disney’s streaming business said.The Mouse House has been steering bundle subscribers to the Disney+ app by loading it with most Hulu movies and shows and some ESPN content. Unbundled Disney subscribers can also watch some Hulu and ESPN shows free of charge on Disney+. But…
[ad_1] Fox stayed out of the streaming wars for years. Now it’s jumping in with Fox One, its $20-a-month service that launches August 21.But if you’re going to wait until years after everyone else to start streaming, you probably have pretty big ambitions. Right, Lachlan Murdoch?Nope!”Our aspirations for Fox One subscribers are modest,” the Fox CEO told investors on Tuesday, adding that the company will be making a “measured investment” in the service.Translation: Please don’t make too much of this.OK. What about Disney, which is finally launching its ESPN streamer for $30 a month in the next few weeks?Disney holds…
[ad_1] Walt Disney is on the docket to release fiscal third-quarter results before the stock market’s opening bell Wednesday, and most analysts expect the entertainment giant to beat Street expectations once again. An LSEG survey shows analysts, on average, estimate that Disney will earn $1.47 per share on $23.73 billion in revenue. Those results would correspond to earnings growth of 1.5% year over year, as well as a 2.5% rise in revenue when compared to the year-earlier period. The low-single-digit growth comes after Disney’s fiscal second-quarter earnings and revenue beat analysts’ expectations, boosted by better-than-anticipated subscriber growth for the Disney+…
[ad_1] As Fundstrat’s Tom Lee says, this is the most hated bull market of all time, yet it continues to power higher. There are plenty of overhanging uncertainties that could derail this rally that I’ll discuss below, but first let’s talk about technical condition of this rally. This V-shape recovery-turned-rally from April lows has been unrelenting. Any minor pullbacks are bought up and those left on the sideline are still waiting for a sizable pullback to enter. It could continue to power higher leaving those on the sideline chasing momentum and entries at new highs, or, the numerous overhanging threats to…
[ad_1] Garmin is one of the most trusted names in fitness watches, known for pairing industry-best GPS and heart rate tech with an ecosystem designed to help you train smarter, recover better, and live healthier. And while the brand has dipped into the smartwatch space before, the Vivoactive 6, released in April 2025, may finally be the Goldilocks option we’ve been waiting for.At $300, the Vivoactive 6 is a serious fitness tracker with lifestyle-friendly smart features — and easily one of the best-looking and highly-capable fitness watches I’ve tested for everyday use.As a health and fitness editor who’s tested many,…
[ad_1] (This is an actual research report from Trivector’s Adam Parker, reprinted for CNBC Pro subscribers with permission. Click here to subscribe to Trivector.) Investors with whom we are speaking appear well-aware of the potential negatives for the U.S. equity market. However, this awareness seems to be taking a back seat to FOMO (fear of missing out) on the current uptrend in the market. We share in some of that optimism as we see a path to 10% EPS growth for the S & P 500 , with a low 20x price-to-forward earnings ratio – elevated versus history but justified…
[ad_1] OpenAI announced Tuesday the launch of two open-weight AI reasoning models with similar capabilities to its o-series. Both are freely available to download from the online developer platform Hugging Face, the company said, describing the models as “state of the art” when measured across several benchmarks for comparing open models. The models come in two sizes: a larger and more capable gpt-oss-120b model that can run on a single Nvidia GPU, and a lighter-weight gpt-oss-20b model that can run on a consumer laptop with 16GB of memory. The launch marks OpenAI’s first ‘open’ language model since GPT-2, which was…
[ad_1] Analysts on Wall Street think Advanced Micro Devices is well positioned heading into second-quarter results late Tuesday. Investment banks from Bank of America to Wells Fargo to UBS point to rising demand from both data center expansion and AMD’s core graphics and central processing unit business as likely catalysts for the Santa Clara, California-based chipmaker to surpass Wall Street estimates. Melius Research also noted that a resumption of shipments to China could serve as an additional tailwind. AMD is slated to report results after the stock market closes on Tuesday. Analysts polled by FactSet forecast earnings per share of…
[ad_1] President Donald Trump’s student-loan policies are good for business, a major private lender said.Trump’s “One Big Beautiful Bill” spending legislation, signed into law in July, included sweeping changes to student-loan repayment, including the elimination of a key affordable repayment plan and new caps on graduate borrowing. The changes signal a complicated — and likely more expensive — road ahead for millions of borrowers, and a potential surge of federal borrowers into private lending.That’s because if borrowers are unable to get their tuition covered under the new federal borrowing caps, private student loans might be their only option for aid.…