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Fidelity warns American workers on 401(k), IRA mistakes

American workers leaving a job often struggle with choices they have, including whether they should roll the 401(k) plan they are exiting into an IRA. Fidelity Investments explains options people can consider — and emphasizes key mistakes to avoid during the process. "If youve left a previous job ...

Japan’s chip subsidies may swing $6.4 billion Sony bet

Sony and TSMC are back in Kumamoto, this time as partners rather than neighbors, discussing a $6.4 billion image sensor plant on the same ground where Japan already spent billions rebuilding its chip industry. Five years ago, Tokyo lured TSMC to the prefecture with unprecedented state subsidies. ...

Archer Aviation: Ready for Takeoff?

With its regulatory lead, strategic partnerships, and best-in-breed technology, Archer Aviation is positioned to be a leader in the burgeoning air taxi industry.

UBS upgrades Jabil, citing AI, healthcare, and automation growth with a $430 price target.

UBS upgraded Jabil Inc to Buy and raised its earnings estimates, driven by strong growth prospects in AI, healthcare, and automation sectors. The firm expects Jabils AI-related revenue to grow about 50% in fiscal 2027, supported by capacity expansions and key customers like Amazon and Meta. Healthcare growth is expected from new capacity in Croatia, focusing on higher-margin products. UBS raised earnings-per-share forecasts for 2027 and 2028, anticipating operating margin improvements and a m...

Jabil expands into full data center services, targeting $40B revenue and $13.6B AI revenue by 2026.

Jabil is transforming from a traditional manufacturer into a comprehensive data center infrastructure partner, extending its services to power, cooling, and rack-level integration. The company projects its AI-related revenue to reach $13.6 billion by fiscal year 2026, with potential to exceed $20 billion in 2027. Management aims for total revenue above $40 billion and core operating margins over 6% by 2027, which supports a fair value estimate of $408 per share and a Buy rating. Risks include ...

Bank ETFs: An Overlooked Winner of AI Boom

AI infrastructure spending is fueling broader commercial loan demand, creating a potential growth opportunity for bank ETFs beyond data center financing.