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The recent rotation from growth to value is well documented. While the return divergences between, for instance, technology stocks and materials or industrials stocks are significant, they do not tell the whole story. There are also extreme return differentials between broad industries and their sub-industries. In this article, we address one such divergence between the broad technology sector and the software-as-a-service (SaaS) sub-industry. The graph below shows the wide gap in returns between software, technology, the , and semiconductor stocks. Since the well-followed software ETF () peaked on September 19, 2025, it has fallen 30%. For context, the broad technology…

Free NewsletterGet the hottest Fintech Singapore News once a month in your InboxStripe has shown early interest in acquiring PayPal or parts of its business, Bloomberg reported citing people familiar with the matter.The talks are at an exploratory stage and may not result in a deal. Both companies declined to comment.PayPal shares rose about 6.7 percent to US$47.01 in New York trading on Tuesday, giving it a market value of roughly US$43.3 billion.Stripe was valued at US$159 billion in a recent employee and shareholder tender offer.PayPal, an early online payments pioneer, has faced slower growth amid rising competition from digital…

Stay informed with free updatesSimply sign up to the UK energy myFT Digest — delivered directly to your inbox.British household bills are set to fall after the government recategorised certain subsidy charges and axed an energy efficiency scheme, bringing the energy price cap lower.Ofgem, the energy regulator, has lowered the cap by 7 per cent for the April to June period, bringing it to a level that will see typical households pay £1,641 per year, down from £1,758 currently. The price cap covers accounts on default tariffs, which currently applies to about 60 per cent of the market. Fixed-tariff accounts…

Key PointsWhen investors evaluate MercadoLibre (NASDAQ: MELI), the focus usually falls on growth rates. To this end, revenue is still expanding at an impressive clip. Fintech adoption continues rising. Engagement remains strong across Latin America.But heading into 2026, a more important question is emerging: Has competition permanently changed the economics of MercadoLibre’s business?Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »Because if it has, that matters far more than a single quarter of revenue growth. Image…

Nvidia is scheduled to release its highly anticipated fiscal Q4 earnings report on Wednesday evening. The AI bellwether’s results and guidance will serve as a critical test for both the tech sector and the broader market. A beat-and-raise quarter could reignite risk appetite and quiet skeptics who fear an AI bubble, while a miss or cautious guidance could trigger a sharp correction. As the curtain rises on Nvidia’s (NASDAQ:) fiscal fourth-quarter earnings report this Wednesday evening, all eyes are on the chip giant that’s become synonymous with the AI revolution. With a market cap hovering around $5 trillion and shares…

The exchange’s institutional desk highlights negative gamma exposure between $60,000 and $70,000, a setup that can amplify volatility. Bitcoin’s brief rebound above $66,000 following U.S. President Donald Trump’s State of the Union address has done little to shift the underlying market structure, with fresh analysis from Coinbase Institutional pointing to a critical support zone near $60,000 that, if broken, could trigger accelerated selling. The combination of options market dynamics and on-chain data suggests the path of least resistance remains lower, with any sustained recovery likely requiring a reclaim of $82,000, a level that currently stands as the first major…

Most bitcoin miners are no longer profiting from their digital asset-related operations as the flagship cryptocurrency falls further into the red, according to a new analyst note from Rosenblatt. Bitcoin was last trading at $64,143, down roughly 26% year to date. Earlier on Tuesday, the token sank just below $63,000, dropping near its lowest level in more than two weeks. BTC.CM= YTD mountain Bitcoin in 2026 via CoinMetrics The crypto’s latest slides could deepen a reemerging threat to most bitcoin miners, Rosenblatt analysts noted. “With [the revenue earned on mining] now under [3 cents], it is down to levels that…

Diageo has slashed its dividend and cut its annual sales and profit forecast for the second time in four months, as the maker of Guinness warned of capacity constraints affecting drinkers of “the black stuff” in London pubs.The world’s largest spirits maker – which owns brands including Smirnoff vodka, Johnnie Walker whisky and Don Julio tequila – reported weak demand in the US and China in the first results released under the new chief executive, Dave Lewis.The former Tesco chief executive, who earned the nickname “Drastic Dave” as a result of his cost-cutting during almost three decades at the conglomerate…

Treasuries fell and the dollar slipped as investors exited haven assets following advances in tech stocks.

Home Depot shares are up 3% after the retailer reported beats on sales, earnings, and same-store sales. While those headline numbers were down over last year, it remains our favorite way to play falling interest rates and an eventual housing rebound. Revenue for the fourth quarter ended Feb. 1 fell nearly 4% year over year to $38.2 billion, but outpaced the $38.12 billion expected by LSEG. Earnings per share (EPS) declined 13% to $2.72, but exceeded the $2.54 analyst estimate. HD 1Y mountain Home Depot 1-year return Bottom line Home Depot is handling the cards it’s been dealt well. The…