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Follow the latest financial and economic news, market updates, reports, and analysis on PipVero.

Source: CNBC International TV News Agency
4 weeks ago
General Medium Importance AI Analyzed
The global AI race has entered a new phase, and China has the cost advantage: Brookings' Kyle Chan

The global AI race has entered a new phase, and China has the cost advantage: Brookings' Kyle Chan

Brookings Institution's Kyle Chan says Chinese AI models could gain ground by offering greater value at lower cost, even if they lag US rivals at the frontier. He also explains how China's AI companies are finding new ways to monetize open-source models.

Source: CNBC International TV
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Source: Kitco News Agency
4 weeks ago
General Medium Importance AI Analyzed
Fed Chair Warsh's actual guidance from Jackson Hole may be buried in the footnotes – LPL Financial's Roach

Fed Chair Warsh's actual guidance from Jackson Hole may be buried in the footnotes – LPL Financial's Roach

Fed Chairman Kevin Warsh's speech from Jackson Hole this morning will likely be light on details and new insights, but the footnotes could offer important clues about his thinking, according to Jeffrey Roach, chief economist at LPL Financial.

Source: Kitco
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Source: CNBC Television News Agency
4 weeks ago
General Medium Importance AI Analyzed
The risk for investors right now is being underinvested, says KKM Financial's Jeff Kilburg

The risk for investors right now is being underinvested, says KKM Financial's Jeff Kilburg

Jeff Kilburg, KKM Financial founder and CEO, joins 'Squawk Box' to discuss the latest market trends, what he's seeing in the options market, state of the economy, what to expect from Fed Chairman Kevin Warsh later today at the Jackson Hole Economic Symposium, and more.

Source: CNBC Television
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Source: Seeking Alpha News Agency
4 weeks ago
General Medium Importance AI Analyzed
Elastic: No SaaSpocalypse Here As Revenue Continues To Accelerate

Elastic: No SaaSpocalypse Here As Revenue Continues To Accelerate

Elastic delivered strong fiscal Q1 results, raised full-year guidance, and saw a ~15% post-earnings stock surge. ESTC's consumption-based model insulates it from per-seat SaaS risks and positions it to benefit from rising data usage and AI trends. Net expansion rates exceed 110% and backlog growth outpaces revenue, signaling robust customer engagement and future revenue visibility.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
4 weeks ago
General Medium Importance AI Analyzed
Easterly Government Properties: Collect A Riskier 7%+ Yield While Growth Accelerates

Easterly Government Properties: Collect A Riskier 7%+ Yield While Growth Accelerates

Easterly Government Properties reported solid Q2 results, raising full-year core FFO guidance and maintaining momentum in revenue and earnings growth. DEA trades at less than 8x forward FFO and offers a well-covered 7%+ dividend yield, appealing to income-focused investors with higher risk tolerance. Balance sheet deleveraging toward a 6.0x–6.75x leverage target and successful execution of the $1.5 billion acquisition pipeline are key to future price appreciation.

Source: Seeking Alpha
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Source: CNBC Television News Agency
4 weeks ago
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Staying put on rates won't be good for the Fed or the economy, says Roger Ferguson

Staying put on rates won't be good for the Fed or the economy, says Roger Ferguson

Former Federal Reserve Vice Chairman Roger Ferguson joins 'Squawk Box' to discuss Fed Chairman Kevin Warsh's upcoming keynote speech at the Jackson Hole Economic Symposium, state of the economy, the Fed's interest rate outlook, and more.

Source: CNBC Television
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Source: Seeking Alpha News Agency
4 weeks ago
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Best Dividend Aristocrats For September 2026

Best Dividend Aristocrats For September 2026

Dividend Aristocrats, tracked via NOBL, delivered a 12.9% YTD return, closely trailing SPY's 13.68%, with 29 Aristocrats outperforming SPY in 2026. Top 2026 performers include TGT (+73.04%), NUE (+55.64%), and BEN (+49.25%), highlighting strong sectoral momentum among select Aristocrats. Six Aristocrats announced dividend increases in the past month, pushing the group's average 2026 dividend growth rate to 4.30%, up from 4.10% last month.

Source: Seeking Alpha
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