Good morning. How are finance leaders preparing their teams to meet today’s complexities and build for the future? Deloitte’s inaugural Finance Trends report draws on a global survey of 1,326 finance leaders—mostly CFOs or next-in-line finance chiefs from companies with annual revenues above $1 billion—and interviews with nine global finance executives.Along with an in-depth analysis of the survey data, the report explains the top five finance trends through 2026, identified by respondents and interviewees: ...

The third-quarter 2025 earnings season is about to kick off. This week’s quarterly reports from Pepsi (PEP) , Delta Airlines (DAL) , and two other S&P 500 members for their respective fiscal quarters ending in August will be considered as part of the September-quarter tally.We have already seen such fiscal August-quarter results from 19 S&P 500 members, including results from FedEx, General Mills, Oracle and others. Key banking earnings that are considered one of the inaugurators should start the season fro ...

The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major overso ...

Dell Technologies Inc (NYSE:DELL) is trying to keep the tech sector afloat today, last seen up 1.9% to trade at $148.53 after the company hiked its long-term revenue and profit growth forecasts. CEO Michael Dell cited the rabid demand for AI as a the catalyst for the upbeat guidance.DELL earlier hit an annual high of $154.70 before paring those gains. The shares are now up 29.2% year to date, and are testing the upper rung of an uptrend channel stemming from their April lows at $66.Options traders are rampi ...

Tokenised stocks launched globally in May this year and are now available to South Africans through Luno, starting with 60+ US stocks and ETFs on the investment platform. This gives both lay and professional investors instant access to some of the largest companies in the world, including Apple, Meta, Alphabet, Amazon, and Tesla.Before the internet, the only way to trade stocks was to place an order with your stockbroker, who gave instructions to traders on a physical trading floor, where deals were struck ...

J Studios/DigitalVision via Getty Images By John Baldi & Michael Clarfeld, CFA Diversifying to Lower Downside Risk Market Overview The third quarter was a strong one for the stock market and ClearBridge Dividend Strategy. AI enthusiasm continued to propel the S&P 500 (SP500), (SPX) Index higher, as evidenced by sizable gains in the information technology sector as well as tech proxies in the communication services and consumer discretionary sectors. The Strategy profited from its exposure to AI, though ...

US companies have repurchased $1T of stock as of August 20, on track to hit a record of $1.1T by the end of 2025The top 20 S&P 500 companies continue to dominate buyback activity, making up 51.3% of total dollar level buyback authorizations in Q2 2025Wall Street Horizon saw a 10-year low in the number of companies announcing buyback plans in Q3American companies continue to buy back their shares at a record pace in 2025. This has not only padded balance sheets but it’s helped drive the stock market rally ...

文章核心观点 - 年轻投资者通过投资股息股并 reinvest 股息可以获得显著回报 利用更长的投资周期使复利效应最大化 [1] - 股息股有更多时间增长和支付股息 最终可能形成覆盖生活开支的被动收入来源 [1] - 推荐五家商业模式强大且具有长期增长前景的公司作为买入并持有25年的候选标的 [2] 推荐公司分析 Alphabet (GOOGL/GOOG) - 公司是科技未来发展的关键参与者 核心业务包括搜索引擎、人工智能、云计算和自动驾驶汽车 [4] - 传统业务如Google和YouTube持续增长 [4] - 公司于去年首次启动股息支付 当前股息支付率仅为2025年预期收益的8% 未来提升空间巨大 [5] - 技术实力使其在未来几十年具备显著的股息增长潜力 [5] Apple (AAPL) - 公司拥有强大的iOS生态系统 包括iPhone等硬件设备以及软件和订阅服务 是全球最具标志性的品牌之一 [6] - 全球活跃iOS设备数量超过23亿台 [6] - 公司盈利能力强劲 过去几年每年产生约1000亿美元的自由现金流 [7] - 将大量现金用于股票回购和股息支付 已连续12年提高股息 [7]

文章核心观点 - 文章旨在反驳零售投资者认为卖出长期期权能获得更高收益的常见误解 [2] - 通过英伟达公司的具体期权链数据分析，证明较短期限的期权能提供更高的年化回报率 [2][6][8] - 强调投资者应关注年化回报而非名义美元金额，并指出短期期权的其他优势 [9][10] 期权策略分析 - 以英伟达股票为例，其于2025年6月4日股价为141.39美元，分析了三个不同到期日、行权价均为144.00美元的看涨期权 [6] - 2025年6月6日到期的期权权利金为0.72美元，持有3天的期权回报率为0.51%，年化回报率为61.96% [8] - 2025年7月3日到期的期权权利金为4.70美元，持有30天的期权回报率为3.32%，年化回报率为40.44% [8] - 2026年6月18日到期的期权权利金为27.20美元，持有380天的期权回报率为19.24%，年化回报率为18.48% [8][9] - 数据明确显示，期限最短的期权年化回报率最高，而长期期权的年化回报率最低 [8][9] 短期期权的优势 - 短期期权策略允许投资者更频繁地重新评估对标的证券的看涨假设 [10] - 有助于避免财报发布和除息日等可能影响股价的事件风险 [10] - 提供了更高的年化回报潜力，是更有效的资本利用方式 [10]

交易概览 - SACH Pte Ltd 与特殊目的收购公司Quantumsphere Acquisition Corporation达成合并协议，合并后公司将在纳斯达克全球市场上市 [1][2] - 交易完成后，SACH所属的公司集团将成为Purchaser的全资子公司，Purchaser将成为上市公司 [2] - 交易对SACH的隐含前估值约为3亿美元，预计将为SACH提供高达约8280万美元的现金收益 [6][8] - 假设Quantumsphere股东不赎回股份，现有SACH股东将保留100%股权，并在合并后公司中持有绝大部分股份 [6] 公司业务与战略 - SACH是一家总部位于新加坡的多行业创新公司，业务涵盖游戏、科技、电子商务、零售和现场活动 [3][6] - 公司核心业务是通过创新平台整合数字与实体体验，其主要产品是具备游戏化功能的社交技术平台OMMiii [3][6] - OMMiii平台整合虚拟环境与实体位置，为品牌、活动和知识产权提供互动元素和分析工具，以推动用户参与度 [3][10] - 公司还基于币安智能链网络开发区块链移动游戏，旨在创建一个连接虚拟与现实世界的生态系统 [3][10] 管理层观点 - SACH首席执行官认为此次合并是公司发展的变革性里程碑，有助于加速其重新定义数字与实体体验交互方式的使命 [4] - Quantumsphere董事长/CEO表示合并反映了其将公开市场平台与具备执行力的运营商结合的承诺，相信SACH能利用其产品线和合作伙伴关系把握未来重大机遇 [4] 财务与法律顾问 - Geneva Capital Group担任SACH的财务顾问 [9] - Celine & Partners, PLLC担任Quantumsphere的法律顾问，KPMG Law Firm担任SACH的法律顾问 [9] 交易参与方背景 - Quantumsphere Acquisition Corporation是一家在开曼群岛注册的特殊目的收购公司，于2024年3月进行首次公开募股，筹集资金8280万美元 [11] - SACH Pte Ltd成立于2021年，总部位于新加坡，专注于跨行业产品和服务的开发与商业化 [10]