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المصدر: CNBC Television وكالة أنباء

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عام أهمية متوسطة

Very skeptical on Oman-Iran deal regarding the Strait of Hormuz, says Energy Aspects' Amrita Sen

Energy Aspects' Amrita Sen discusses the latest news regarding the Strait of Hormuz.

المصدر: CNBC Television

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المصدر: Reuters وكالة أنباء

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عام أهمية متوسطة

Gunvor in talks to buy Haynesville shale assets for over $1 billion, sources say

Commodities trader Gunvor is in talks ‌to buy U.S. natural gas-producing assets from private energy firm Silver Hill Energy Partners, expanding efforts to build an integrated shale gas production and marketing business, four sources told Reuters on Tuesday.

المصدر: Reuters

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المصدر: Fox Business وكالة أنباء

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عام أهمية متوسطة

Canada FIRES BACK at Trump with dollar-for-dollar tariff retaliation

Canada announces retaliatory tariffs up to 50% on U.S. goods following President Donald Trump's threats. Premier Doug Ford and Finance Minister François-Philippe Champagne respond.

المصدر: Fox Business

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

AI Semiconductor Chips Vs. Software Stocks: Understanding Cyclicality And Disruption

Software stocks have recently outperformed semiconductor stocks, but long-term risks and narratives differ across both sectors. Nvidia Corporation and Microsoft Corporation are both AI-driven, but NVDA faces custom ASIC risk, while MSFT's growth is tied to Azure and custom chips.

المصدر: Seeking Alpha

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المصدر: CNBC وكالة أنباء

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عام أهمية متوسطة

Bond rout ending? Massive bets on bond rally dominate options market

There's an old Wall Street adage: Stocks float on a sea of bonds. Options traders are betting the tide is going out.

المصدر: CNBC

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

Wall Street Lunch: OpenAI's JalapeñO Tops Nvidia's Blackwell In Some Inference Tests

OpenAI's in-house inference chip, Jalapeño, developed with Broadcom, outperformed Nvidia's Blackwell on perf/W in multiple scenarios per SemiAnalysis benchmarks. Dick's Sporting Goods stock plunged after Q2 earnings miss and a cautious full-year outlook, citing increased promotional activity in athletic footwear and apparel.

المصدر: Seeking Alpha

Official Partner ITBFX Start Trading

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المصدر: Reuters وكالة أنباء

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عام أهمية متوسطة

Companies face backlash over controversial products and advertisement campaigns

Backlash over a Halloween costume sold by Target spilled into the retailer's shares on Tuesday, drawing fresh attention to a string of similar controversies that have plagued global brands over cultural missteps.

المصدر: Reuters

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المصدر: WSJ وكالة أنباء

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عام أهمية متوسطة

Officials Played Down Risks in Ohio Train Disaster, Residents Now Say

Newly released government documents raise questions about what the public was told about health risks after 2023 Norfolk Southern derailment of a train carrying chemicals.

المصدر: WSJ

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المصدر: Market Watch وكالة أنباء

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عام أهمية متوسطة

This chart shows exactly why investors should worry about rising yields — even if they don't own any bonds

Strong earnings growth over the past few quarters has helped lift U.S. stocks into record territory. Now, rising Treasury yields are threatening to temporarily derail the rally.

المصدر: Market Watch

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المصدر: Bloomberg Markets and Finance وكالة أنباء

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عام أهمية متوسطة

Bessent's Mentor Druckenmiller Calls Bond Buying a Mistake

Stanley Druckenmiller, the billionaire investor who mentored US Treasury Secretary Scott Bessent in his early career as a hedge fund trader, suggested his former pupil is making a mistake by wading into the bond market. Bessent has recently pledged to increase the Treasury's purchases of long-dated bonds, a move widely seen as an attempt to push down yields in the world's most important debt market.

المصدر: Bloomberg Markets and Finance

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

S&P 500 Earnings Growth Overstated And Bifurcated

S&P 500 profit growth is highly concentrated in energy and AI infrastructure, with most other sectors showing significantly weaker fundamentals. Valuations remain at extreme historical levels, raising caution amid tepid GDP growth, weak consumer demand, and potential AI bubble risks.

المصدر: Seeking Alpha

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

Cheapest AI Infrastructure Play Left: Crypto Miners Converting To AI Data Centers

Bitcoin miners are pivoting to AI data center operations, securing long-term contracts and reducing revenue volatility tied to BTC price swings. Sector leaders like TeraWulf and Core Scientific have signed multi-billion dollar AI compute contracts, with projections that AI services could reach 70% of revenue by 2026.

المصدر: Seeking Alpha

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المصدر: Investors Business Daily وكالة أنباء

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عام أهمية متوسطة

Bitcoin Tests $80K, Analyst Sees Further Upside. BTC ETFs Form Bases.

Bitcoin price tests $80,000 as Treasury-fueled rally continues. Analyst sets new bitcoin target.

المصدر: Investors Business Daily

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المصدر: CNBC وكالة أنباء

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عام أهمية متوسطة

Stanley Druckenmiller leads doubters who think Bessent's bond ploys will fail

Billionaire investor Stanley Druckenmiller cast doubt on whether the Treasury Department's recent bond market maneuvers will be successful. In a published op-ed, Druckenmiller said Treasury Secretary Scott Bessent's efforts may not only fail to bring down government bond yields, but also damage the department's credibility.

المصدر: CNBC

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