longbridge

Flexshares Stoxx US ESG Select Index Fd

ESG
----

  • The Week Ahead: TSMC and the US Banks Open the Season; CPI Tests the Rate Path

    The Week·
    - TSMC will release its third-quarter earnings report on Thursday, with expected revenue of 44.6 billion to 45.8 billion USD and September revenue surging 54.6% year-on-year to a record 1.49 trillion NTD. - Major US banks including JPMorgan Chase, Goldman Sachs, and Citigroup kick off the third-quarter earnings season on Tuesday and Wednesday. - China will release September CPI and trade data on Wednesday, while the US will publish its September CPI on the same day amid ongoing energy and geopolitical monitoring.
    TSM-1.02%NVDA-0.52%

  • 3 Tech Stocks Wall Street Upgraded Last Week, and the One I'd Buy First

    Motley Fool·
    - Wall Street analysts upgraded Microsoft, Palantir, and Marvell Technology last week due to strong catalysts in artificial intelligence and cloud services. - Microsoft and Palantir face high valuations and capacity constraints, though both benefit from growing enterprise adoption of AI tools and proprietary data platforms. - Marvell Technology offers the most attractive valuation among the three with a PEG ratio of 1.3x, driven by surging demand for its AI connectivity and custom silicon businesses.
    MRVL+0.25%MSFT+2.38%

  • Bank earnings to shed the first light on how higher yields are affecting the economy

    MarketWatch·
    - The six largest U.S. banks are reporting their third-quarter earnings, providing investors with key insights into how higher Treasury yields, oil prices, and economic uncertainties are impacting corporate and consumer borrowing behavior. - While investment-banking revenue is expected to decline sequentially from a record IPO-driven second quarter, all six banks are projected to show year-over-year increases in earnings per share and solid credit quality. - Analysts note that a strong labor market and high consumer spending support a resilient operating environment for the banking sector despite concerns over commercial real-estate loans and rising interest rates.
    BAC+1.32%C+1.22%

  • US Stocks Rise as Dow Gains Over 400 Points; Tech and Pharma Lead; Palantir Jumps 5% to Record High

    TradingKey·
    - U.S. stocks rose broadly, driven by technology and pharmaceutical sectors, with the Dow Jones Industrial Average gaining 0.83% to close at 51,654.95 points. - President Trump announced that Russia would supply large amounts of diesel to the U.S. and global markets, contributing to slight declines in oil prices. - Key market developments included SpaceX planning an $8 billion spectrum acquisition, OpenAI projecting $70 billion in annualized revenue by the end of 2026, and Palantir hitting a record high after a Goldman Sachs rating upgrade.
    AAPL-1.11%AMZN+3.29%

  • Micron Stock Price Forecast: $35 Billion Buyback Plan Takes Effect in December, Will MU Uptrend Gain New Support?

    TradingKey·
    - Micron Technology announced that its board approved expanding its share repurchase program authorization to $35.16 billion, effective December 9, 2026. - This substantial buyback increase reflects management's confidence in future cash flows and long-term operating prospects amid growing AI memory demand. - Despite a recent short-term pullback to $1,029, the stock's medium- to long-term uptrend structure remains intact above key support levels.
    MU-0.66%MUD+0.75%

  • 'Don't Let the Swings Fool You,' Says Top Investor About Micron Stock

    Tip Ranks·
    - Top investor Juxtaposed Ideas argues that short-term price volatility in Micron stock presents a buying opportunity, despite recent post-earnings pullbacks. - The investor points to $150 billion in remaining performance obligations through 2031, strong AI-driven memory demand, and favorable valuations as core growth drivers. - Micron reported fiscal Q4 revenue surging 379% year-over-year to $54.23 billion, while maintaining a Strong Buy consensus rating on Wall Street with a 12-month average price target of $1,621.67.
    MU-0.66%MUD+0.75%

  • Microsoft Launches New AI Model That Makes Decisions 35 Times Faster Than GPT-6 Sol

    Tip Ranks·
    - Microsoft introduced a new artificial intelligence model named Microsoft-Decision-1 designed to make quick choices between predefined options at high speeds. - The model operates 35 times faster than GPT-6 Sol while being priced at $0.042 per million input tokens with no charge for output tokens. - Microsoft is currently testing the technology internally across its Xbox and Copilot teams for tasks such as incident response and quality control.
    MSFT+2.38%MSFC+4.61%

  • Vance highlights Microsoft in crackdown on visa abuse

    Taipei Times·
    - The US administration suspended Microsoft, Adobe, and six other IT firms indefinitely from the Permanent Labor Certification Program due to alleged visa abuse. - Vice President J.D. Vance and Labor Secretary Keith Sonderling announced the targeted enforcement during a Washington briefing amid ongoing federal investigations. - The administration aims to pressure tech companies into prioritizing the employment and training of US workers over foreign talent.
    ADBE+0.51%CGEMY+2.26%

  • Microsoft tries to spark new life into Windows

    The Verge·
    - Microsoft announced plans to transform Windows 11 into an agentic operating system integrated with artificial intelligence. - The company introduced hybrid intelligence features allowing Windows to utilize free local models alongside cloud-based options. - These updates were unveiled during a recent Windows and Surface event to expand the platform's technological capabilities.
    MSFT+2.38%MSFC+4.61%

  • JPMorgan Spots Stunning Shift in S&P 500

    GuruFocus·
    - JPMorgan reports that a basket of 41 AI-linked companies now represents 49% of the S&P 500's market value, generating about two-thirds of its market capitalization increase this year. - This unprecedented market concentration surpasses levels seen during the dot-com era, with major firms like Nvidia and Apple driving significant earnings growth. - This high concentration creates potential vulnerability for index funds if AI earnings or valuations disappoint, making broader earnings catch-up a critical metric for investors.
    AMD-2.03%ANET+2.73%

  • Apple Inc. $AAPL Position Decreased by Van Hulzen Asset Management LLC

    Market Beat·
    - Van Hulzen Asset Management LLC reduced its position in Apple Inc. by 10.1% during the second quarter, while other institutional investors and insiders also adjusted their holdings. - Apple recently reported strong quarterly earnings with 2.02 dollars EPS and revenue of 109.42 billion dollars, alongside ongoing market discussions regarding consumer AI prospects, smart-home expansion plans, and iPhone demand concerns. - The company maintains a market capitalization of 4.91 trillion dollars and a consensus rating of Moderate Buy among Wall Street analysts.
    AAPL-1.11%AAPB-2.29%

  • Micron Stock Price Forecast — Bull Case Sees 191%+ Upside Ahead Despite Recent Pullback

    Tip Ranks·
    - Micron Technology stock has gained over 260% year to date driven by artificial intelligence demand, despite a recent 5% pullback over five trading days. - Wall Street maintains a Strong Buy consensus with an average price target of $1,621.67, while a bull case target reaches $3,000 implying more than 191% upside. - Analysts expect memory demand to exceed supply through 2028, supported by long-term customer agreements and strategic artificial intelligence infrastructure growth.
    MU-0.66%MUD+0.75%
© 2026 Longbridge｜Terms of ServicePrivacy Policy