AI hype has fuelled a prolonged market bubble, with excitement concentrated around a few beneficiaries while most companies see little gain. The key distinction is between building AI (capital-heavy, bubble risk) and using AI (productivity-enhancing, cash-generating). Unlike most, C.H. Robinson is already using AI effectively today, not just promising future benefits.
The ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has underperformed the SPDR S&P 500 ETF (SPY) year-to-date, but November shows a reversal. Several Dividend Aristocrats, including CAH, CAT, CHRW, and ALB, have posted double-digit gains in 2025, while others lag behind. Dividend growth among Aristocrats averages 5.46% for 2025, with most constituents announcing increases, though growth is s...
Rising Dividend Fund A Shares (without sales charge*) posted a return of 9.70% in third quarter 2025. Leading contributors in the First Eagle Rising Dividend Fund this quarter included Alphabet Inc. Class A, Oracle Corporation, TE Connectivity Ltd., Samsung Electronics Co Ltd Pfd Non-Voting and C.H. Robinson Worldwide, Inc. The leading detractors in the quarter were Comcast Corporation Class A,...
C.H. Robinson Worldwide, Inc. ( CHRW ) Baird 55th Annual Global Industrial Conference November 11, 2025 3:20 PM EST Company Participants Charles Ives - Senior Director of Investor Relations David Bozeman - President, CEO & Director Damon Lee - Chief Financial Officer Conference Call Participants Daniel Moore - Robert W. Baird & Co. Incorporated, Research Division Presentation Daniel Moore Rober...
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