All the latest news from Investing Port https://www.investingport.com Boeing Shares Rise as CEO Confirms China Deliveries to Resume Next MonthKey Highlights:Boeing CEO Kelly Ortberg confirms aircraft deliveries to China will resume next month.China recently lifted a ban that prevented its airlines from receiving Boeing planes.Boeing aims to increase 737 Max production, pending FAA approval.Boeing (BA) stock rose over 3% on Thursday after CEO Kelly Ortberg announced that aircraft deliveries to China are set to resume in June. Speaking at the Bernstein Strategic Decisions Conference, Ortberg noted that Chinese airlines have expressed readiness to accept new aircraft, with the first deliveries expected next month. This follows China’s recent reversal of a ban that had previously restricted such deliveries.Ortberg also addressed the company’s ongoing challenges with tariffs, stating that Boeing currently pays duties on components imported from countries like Italy and Japan. However, these costs are typically recovered once the completed aircraft are exported.Looking ahead, Boeing plans to ramp up production of its 737 Max jets—targeting 42 units per month in the near term and 47 by year-end. These increases will require approval from the Federal Aviation Administration (FAA), which had previously limited production to 38 jets per month due to safety concerns following an in-flight incident involving a detached door plug.Year-to-date, Boeing shares have gained 17%, reflecting renewed investor optimism amid signs of recovery in international operations. Fri, 30 May 2025 08:50:07 EST https://www.investingport.com/boeing-shares-rise-as-ceo-confirms-china-deliveries-to-resume-next-month/ https://www.investingport.com/boeing-shares-rise-as-ceo-confirms-china-deliveries-to-resume-next-month/ STOCK SPOTLIGHT: UNION HOMES REAL ESTATE INVESTMENT TRUST (UHREIT)Price: ₦45.701-Year Change: +26.09%52-Week Range: ₦36.60 – ₦56.90Market Cap: ₦11.5 Billion1-Year Liquidity: ₦383.1 MillionDividend Yield: 10.91%Listed: April 24, 2006Head Office: 32, Awolowo Road, Ikoyi, LagosCOMPANY PROFILE Union Homes Real Estate Investment Trust (UHREIT), formerly Union Homes REIT, is an actively managed, close-ended unit trust scheme focused on long-term capital appreciation through real estate investments.Up to 90% of its portfolio is dedicated to commercial and residential property investments and mortgage assets, while up to 10% is invested in high-quality money market instruments to maintain liquidity.Managed by Union Homes Savings & Loans Plc (a subsidiary of Union Bank of Nigeria Plc), UHREIT is one of the few listed REITs on the Nigerian Exchange — offering investors an alternative, stable income stream through rental yields and capital growth.Financial Highlights – Q1 2025Total Revenue: ₦260.44 MillionOperating Income: ₦201.73 MillionEPS: ₦1.07Diluted Shares Outstanding: 188.13 MillionTotal Assets: ₦12.84 BillionTotal Liabilities: ₦1.95 BillionInsight: Strong income generation, modest liabilities, and consistent earnings per share (EPS) reflect a well-structured and relatively low-risk investment vehicle.TECHNICAL ANALYSIS SNAPSHOT Recent technical indicators from ng.investing.com show a mild bearish sentiment:RSI: NeutralMACD (12,26): SellStochastic RSI: SellMoving Averages: Mostly bearishInterpretation: While the broader market may be applying downward pressure, UHREIT remains fundamentally solid — making it a potential long-term hold for yield-focused investors.SWOT ANALYSIS STRENGTHS Tangible Asset Backing: Real estate properties provide long-term value and stability.Diversification: Balanced exposure to residential, commercial, and mortgage assets.Liquidity Management: Money market allocation cushions market shocks.WEAKNESSES Market Sensitivity: Vulnerable to real estate and economic downturns.Close-ended Structure: Limited flexibility for expansion or new unit issues.OPPORTUNITIES Urban Expansion: Nigeria’s urban growth fuels demand for housing and offices.Strategic Deals: Possible alliances with property developers and fintech lenders.THREATS ⚖️ Regulatory Risks: Changes in REIT tax laws or property policies could affect returns.Macroeconomic Headwinds: High inflation and naira devaluation can impact rental income and asset value.Final Thoughts: Is UHREIT a Buy, Hold, or Sell?If you’re an investor seeking:Consistent dividend incomePortfolio diversification away from equitiesReal estate exposure without direct property management hasslesThen UHREIT might be a solid "hold" or "accumulate" position in your portfolio.While technical indicators currently reflect some bearishness, its underlying fundamentals, dividend payout, and asset stability continue to make it a worthy defensive play — especially in uncertain economic times.#InvestingPortVibes | #WealthWisdomThursday | #UHREITAnalysis#RealEstateNigeria | #NigerianREITs | #SmartInvestorMoves Thu, 29 May 2025 09:29:23 EST https://www.investingport.com/stock-spotlight-union-homes-real-estate-investment-trust-uhreit/ https://www.investingport.com/stock-spotlight-union-homes-real-estate-investment-trust-uhreit/ Nvidia Q1 2025 Earnings Report SummaryShares of NVIDIA Corporation (NASDAQ: NVDA) surged in pre-market trading after the AI chip giant posted strong fiscal Q1 results, beating Wall Street expectations despite ongoing headwinds from U.S. export restrictions to China.Nvidia reported Q1 revenue of $44.1 billion, marking a 69% year-over-year increase and up 12% from the previous quarter. This exceeded analyst consensus estimates of $43.2 billion. Adjusted earnings per share (EPS) came in at $0.96, topping the expected $0.93 and significantly higher than the $0.61 posted in the same period last year.? Key Financial Highlights:Total Revenue: $44.1B (Est.: $43.2B | Q1 2024: $26B)Adjusted EPS: $0.96 (Est.: $0.93 | Q1 2024: $0.61)Q2 Revenue Guidance: $45B ± 2%, including an $8B impact from China export controlsData Center Revenue: $39.1B (Est.: $39.2B | Q1 2024: $22.5B)Nvidia stock rose 5.6% to $142.31 in pre-market trading and gained over 4% in after-hours following the release.?? China Export Restrictions: $8B Revenue HitOne major highlight of the earnings report was Nvidia’s acknowledgment of the $8 billion revenue loss in Q2 due to U.S. government export controls targeting its H20 chips, which are widely used in China’s AI infrastructure.CEO Jensen Huang stated, “The $50 billion China market is effectively closed to U.S. industry. The H20 export ban ended our Hopper data center business in China. We cannot reduce Hopper further to comply.”Despite the setback, Huang emphasized Nvidia’s resilience, saying the company is “exploring limited ways to compete,” although “China’s AI moves on with or without U.S. chips.”? OutlookLooking forward, Nvidia remains optimistic with a strong guidance for Q2, signaling ongoing demand for its AI and data center technologies, even as geopolitical tensions cloud some of its growth potential. Thu, 29 May 2025 06:16:59 EST https://www.investingport.com/nvidia-q1-2025-earnings-report-summary/ https://www.investingport.com/nvidia-q1-2025-earnings-report-summary/ ? U.S. Market Summary – May 28, 2025Major Index PerformanceS&P 500: ↓ 0.6% to 5,888.6Dow Jones Industrial Average: ↓ 0.6% to 42,098.7Nasdaq Composite: ↓ 0.5% to 19,100.9All sectors closed in negative territory, with utilities leading the losses.? Key HighlightsInvestors remained cautious ahead of Nvidia's quarterly earnings, pulling the S&P 500 slightly lower.The Federal Reserve minutes revealed concerns over the inflationary impact of tariffs, signaling potential complications for future monetary policy.The Fed held interest rates steady for the third consecutive meeting at 4.25%–4.50%.? Fed & MacroeconomicsFed officials noted that tariff-driven inflation could hinder policy flexibility, especially if labor conditions weaken.U.S. trade updates:90-day pause on certain tariffs for non-retaliating countries.Suspension of most U.S.–China levies for 90 days.Tariff deadline extension for the EU to July 9.? Treasury Yields & Commodities2-year Treasury yield: ↑ 4.9 bps to 4.00%10-year Treasury yield: ↑ 4.9 bps to 4.48%WTI Crude: ↑ 1.1% to $61.58/barrelGold: ↓ 0.3% to $3,292.30/ozSilver: ↓ 0.7% to $33.09/oz? Notable Stock MoversLosers:Okta (OKTA): ↓ 16% after maintaining full-year guidance and highlighting macroeconomic risks.A.O. Smith (AOS): ↓ 6.3% after Lennox (LII) and Aris (ARIS) announced a joint venture entering the water heater market.Deckers Outdoor (DECK): ↓ 4.3% amid volatility and a withheld full-year outlook.AES Corp. (AES): ↓ 3.67% following a downgrade by Argus Research.Gainers:Abercrombie & Fitch (ANF): ↑ 15% on strong Q1 earnings and increased full-year sales guidance.Fair Isaac Corp. (FICO): Rebounded from recent losses after criticism from a federal housing official last week. Thu, 29 May 2025 05:11:31 EST https://www.investingport.com/us-market-summary-may-28-2025/ https://www.investingport.com/us-market-summary-may-28-2025/ CBN Launches New Financial Tools to Boost Nigeria’s Non-Interest Banking Sector! ✨Detailed Breakdown:1. Introduction of Three Non-Interest Financial InstrumentsThe Central Bank of Nigeria (CBN) has unveiled three new financial instruments to deepen and strengthen the non-interest (Islamic) banking sector in Nigeria.2. What Are These Instruments?• Nigerian Non-Interest Financial Institutions’ Master Repurchase Agreement (NNMRA):A standardized contract designed to regulate repurchase (repo) transactions within the non-interest banking sector. It sets international standards and clarifies the responsibilities of counterparties, including the CBN itself.• CBN Non-Interest Asset-Backed Securities (CNI-ABS):A liquidity management tool backed by tangible assets and structured to comply with non-interest finance principles, offering non-interest banks an effective way to manage liquidity.• CBN Non-Interest Note (CNIN):An interest-free loan instrument between eligible participants and the CBN, designed to complement other non-interest instruments and provide additional liquidity management via periodic auctions.3. Operational Guidelines and Compliance• The CBN has instructed all authorized participants to integrate these instruments into their operations and comply fully with existing regulations and guidelines.• Importantly, participants will not be allowed access to the CBN’s discount window on auction days for CNI-ABS and CNIN.4. CBN’s VisionThese initiatives are part of CBN’s ongoing commitment to develop the non-interest financial market, enhance adoption of non-interest instruments, and boost market participation.5. Further InformationParticipants are encouraged to refer to the 2022 Revised Guidelines for detailed instructions on operating these new instruments.6. CBN’s MonitoringThe Bank will continue to monitor market developments closely and provide additional guidance as necessary to ensure smooth implementation.✨ This move by the CBN marks a significant step in expanding and modernizing Nigeria’s non-interest banking sector, paving the way for more inclusive and diversified financial services.]]> Wed, 28 May 2025 09:56:12 EST https://www.investingport.com/cbn-launches-new-financial-tools-to-boost-nigerias-non-interest-banking-sector/ https://www.investingport.com/cbn-launches-new-financial-tools-to-boost-nigerias-non-interest-banking-sector/ Market Watch: Key Updates as Wall Street Awaits Nvidia and Salesforce Earnings U.S. stock futures are holding steady this morning after a strong rebound in yesterday’s session, with investors awaiting major earnings reports from Nvidia and Salesforce later today. Automaker Stellantis has appointed a new CEO to navigate ongoing tariff challenges, and Vail Resorts is surging after reinstating its former chief executive. Here are five major developments to follow before the market opens. 1. Stock Futures Flat as Market Pauses Ahead of Nvidia Earnings After breaking a four-day losing streak on Tuesday, U.S. stock futures are relatively unchanged in early trading. The S&P 500 rose 2.1% yesterday, while the Nasdaq gained 2.5%, and the Dow Jones Industrial Average climbed over 700 points, or 1.8%. As the market steadies, investors are focused on upcoming earnings from tech heavyweights. Meanwhile, Bitcoin (BTCUSD) is down 1%, trading below $109,000. Yields on the 10-year Treasury note are ticking higher, alongside gains in oil and gold futures. 2. Nvidia Expected to Post Strong Revenue Growth Amid China Trade Concerns Nvidia (NVDA) is in focus ahead of its Q1 earnings report after the bell. Analysts expect adjusted earnings of $0.86 per share on $43.28 billion in revenue — a 66% year-over-year surge. The company is also expected to address the impact of U.S. export restrictions to China, which could result in a $5.5 billion charge related to its H20 chips. Nvidia shares are up slightly in premarket trading. 3. Salesforce to Report Q1 Results Following Informatica Deal Salesforce (CRM) will also release its Q1 earnings after market close. Analysts are forecasting EPS of $2.55 on $9.75 billion in revenue, representing a 7% increase year-over-year. The report comes one day after Salesforce announced an $8 billion acquisition of Informatica (INFA), a move aimed at strengthening its AI data capabilities. Shares, which have fallen 17% this year, are inching higher in premarket trading. 4. Stellantis Names Antonio Filosa as New CEO Amid Tariff Pressures Stellantis (STLA), the parent company of Jeep and Chrysler, has promoted company veteran Antonio Filosa to CEO. Filosa has served with the automaker for 25 years and was most recently COO of the Americas. The leadership change comes as Stellantis grapples with declining sales and uncertainty from U.S. tariffs. The company recently withdrew its full-year guidance and reported a 14% drop in Q1 revenue. Shares are down about 1% in early trading. 5. Vail Resorts Shares Surge on Return of Former CEO Vail Resorts (MTN) is rallying 11% in premarket action after announcing that Rob Katz, its former CEO and current Executive Chairperson, will return as chief executive. Katz replaces Kirsten Lynch, who is stepping down but will remain as an advisor. The leadership shake-up follows a turbulent year for Vail, marked by a 12-day ski patrol strike in Utah and a 20% drop in share price year-to-date. Wed, 28 May 2025 09:48:21 EST https://www.investingport.com/market-watch-key-updates-as-wall-street-awaits-nvidia-and-salesforce-earnings/ https://www.investingport.com/market-watch-key-updates-as-wall-street-awaits-nvidia-and-salesforce-earnings/ U.S. Equity Markets Rally as EU Tariff Deadline Is Extended and Consumer Confidence SurgesU.S. stocks closed higher on Tuesday, driven by improved consumer confidence and President Donald Trump’s decision to extend the European Union (EU) tariff deadline. All 11 sectors in the S&P 500 posted gains, with consumer discretionary and technology stocks leading the charge.Nasdaq climbed 2.5% to 19,199.16S&P 500 rose 2.1% to 5,921.54Dow Jones Industrial Average gained 1.8% to 42,343.65Bond Market and Commodities10-year Treasury yield fell by 6.7 basis points to 4.45%2-year yield declined 1.5 basis points to 3.99%WTI crude oil (July) slipped 0.9% to $61.03 per barrelGold dropped 1.8% to $3,304.40 per troy ounceSilver fell 0.7% to $33.37 per troy ounceMarket MoversTop Gainer: Hologic (HOLX) +14.5%Shares of medical tech firm Hologic surged after reports from Financial Times revealed the company rejected a buyout offer from private equity firms Blackstone (BX) and TPG (TPG). Despite the rejection, talks are reportedly ongoing, boosting investor optimism.Deckers Outdoor (DECK) +7.8%Footwear giant Deckers, owner of Hoka, Ugg, and Teva, rebounded after a previous drop triggered by tariff-related concerns. The strong gain followed encouraging consumer sentiment and hopes for a more favorable trade outlook.Tesla (TSLA) +6.9%Tesla shares jumped after CEO Elon Musk pledged to refocus on the EV maker, promising to "spend 24/7 at work." The move comes amid declining EU sales and investor worries about Musk’s involvement in political affairs.Biggest Decliner: Fair Isaac (FICO) -11.3%FICO shares plunged amid continued concerns over its pricing model. The drop followed recent comments by FHFA Director Bill Pulte, raising regulatory scrutiny and extending FICO’s recent losing streak.AutoZone (AZO) -3.4%AutoZone fell despite beating same-store sales estimates for its fiscal Q3. The decline was driven by narrower margins compared to last year. CEO Phil Daniele remains optimistic, citing margin recovery plans as the company expands distribution centers. Analysts note the firm could benefit as consumers opt to repair vehicles due to tariff-driven price hikes.Key Macro HighlightPresident Donald Trump announced over the weekend that the planned 50% tariffs on EU imports will be delayed from June 1 to July 9, following discussions with European Commission President Ursula von der Leyen. Wed, 28 May 2025 05:57:58 EST https://www.investingport.com/us-equity-markets-rally-as-eu-tariff-deadline-is-extended-and-consumer-confidence-surges/ https://www.investingport.com/us-equity-markets-rally-as-eu-tariff-deadline-is-extended-and-consumer-confidence-surges/ ? Things to Know Before the U.S. Stock Market OpensU.S. stock futures are sharply higher this morning as markets react to President Trump’s delay of European Union (EU) tariffs. Meanwhile, Tesla reports another slump in EU sales, Trump Media plans a major crypto move, and investors await today’s consumer confidence data. Here's what you need to know:1. U.S. Stock Futures Rally on EU Tariff DelayMarkets are rebounding after President Trump postponed the implementation of new EU import tariffs to July 9, easing investor concerns.Nasdaq futures: +1.6%S&P 500 futures: +1.5%Dow futures: +1.3%Bitcoin (BTC): Slightly up at ~$109,500Gold & 10-year Treasury yields: LowerOil: Mostly flat2. Trump Delays EU Tariffs to July 9The tariffs, initially scheduled for June 1, had rattled markets last week. Trump announced the delay via Truth Social, noting that the EU is ready to resume trade negotiations. EU Commission President Ursula von der Leyen echoed his sentiment, saying talks would begin "swiftly and decisively."3. Tesla EU Sales Slide for Fourth MonthTesla (TSLA) continues to struggle in Europe.April EU sales: Down 53% YoY to 5,475 units2025 YTD sales: Down 46%This drop comes despite a 34% rise in overall EU battery-electric vehicle (BEV) sales. Tesla shares are up 2% premarket, lifted by the broader rally.4. Trump Media Reportedly Seeking $3B for Crypto InvestmentsTrump Media & Technology Group (DJT) is reportedly planning to raise $3 billion to invest in cryptocurrencies.$2B via equity$1B through convertible bondsFollowing the report, DJT shares jumped nearly 9% in premarket trading.5. May Consumer Confidence Report Coming TodayThe May consumer confidence report will be released at 10 a.m. ET.Forecast: 86.0, unchanged from AprilTariff-related concerns and inflation fears have kept sentiment fragile in recent months. Tue, 27 May 2025 09:08:18 EST https://www.investingport.com/things-to-know-before-the-us-stock-market-opens/ https://www.investingport.com/things-to-know-before-the-us-stock-market-opens/ ?️ ?️ What to Expect in the Markets This Week (May 27–31)? Key Highlights:Nvidia headlines earnings this week, alongside Salesforce, Dell, Marvell Technologies, HP, Costco, AutoZone, Dick’s Sporting Goods, and PDD Holdings (Temu’s parent).The April PCE inflation report (Friday) will be closely watched for clues on the Fed’s next moves.Other key data: Q1 GDP update, U.S. trade balance, retail inventories, and consumer confidence/sentimentreports.Fed officials including Christopher Waller and John Williams are scheduled to speak. The FOMC minutes from the May meeting will be released on Wednesday.? Investor Focus:Nvidia (NVDA) reports Wednesday, following a sharp rally that pushed its valuation back to the $3 trillion mark. Its last quarter showed 78% YoY revenue growth.Salesforce (CRM) and HP (HPQ) also report Wednesday. Salesforce’s outlook disappointed last quarter, but analysts see long-term AI-driven growth potential.Dell Technologies (DELL) reports Thursday. AI infrastructure demand has been boosting server and networking sales.Costco (COST), also reporting Thursday, saw a 7% sales jump in April, partly driven by pre-tariff buying.AutoZone (AZO) reports Tuesday. Analysts suggest higher car prices could lead to more DIY repairs.Dick’s Sporting Goods (DKS) reports Wednesday, following its recent acquisition of Foot Locker.PDD Holdings (PDD) and Li Auto will provide insight into Chinese firms amid U.S. tariff concerns.? Reminder: Markets are closed Monday (May 27) for Memorial Day. Mon, 26 May 2025 03:24:19 EST https://www.investingport.com/what-to-expect-in-the-markets-this-week-may-2731/ https://www.investingport.com/what-to-expect-in-the-markets-this-week-may-2731/ ? Market Recap – Thursday, May 22, 2025Indexes PerformanceS&P 500: -0.1% to 5,842Nasdaq Composite: +0.3% to 18,925.7Dow Jones Industrial Average: Flat at 41,859.1Key HighlightsU.S. markets closed mixed as the House passed a major GOP-backed tax and spending bill, now moving to the Senate.The bill proposes rolling back clean energy incentives, hitting renewable stocks hard.Bitcoin reached a new all-time high, lifting crypto-related equities.Treasury yields dropped, while gold and silver prices declined.Sector & Stock MoversRenewables:Enphase Energy (ENPH) plunged -19.6%NextEra Energy (NEE) fell -6.4%(Due to planned early phase-out of wind/solar tax credits)Health Insurance:Humana (HUM) dropped -7.6% after CMS announced increased audits for Medicare Advantage plans.Retail:Williams-Sonoma (WSM) fell -4.5% despite beating earnings; lower-than-expected gross margins and tariff costs weighed on sentiment.Cryptocurrency:Coinbase (COIN) rose +5% as Bitcoin hit new highs amid favorable crypto legislation developments.Tech/Buybacks:Seagate (STX) gained +4.2% after announcing a $5B stock repurchase authorization.Airlines:United Airlines (UAL) rose +3.6%, supported by a UBS upgrade and optimism from a pause in U.S.-China tariffs.Commodities & RatesGold: ↓ 0.7% to $3,291.60/ozSilver: ↓ 1.4% to $33.17/oz10-Year Treasury Yield: ↓ 6.1 bps to 4.54%2-Year Treasury Yield: ↓ 3.1 bps to 4% Fri, 23 May 2025 04:54:16 EST https://www.investingport.com/market-recap-thursday-may-22-2025/ https://www.investingport.com/market-recap-thursday-may-22-2025/