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المصدر: Seeking Alpha وكالة أنباء
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Why $40 Trillion In Debt Is Really A Tech-Stock Story

Why $40 Trillion In Debt Is Really A Tech-Stock Story

The $40 trillion U.S. national debt, combined with multi-decade-high Treasury yields, has fundamentally shifted the investment landscape for equities. Rising yields directly pressure high-multiple, long-duration tech stocks—especially AI infrastructure names like MRVL and AMBA—by increasing discount rates and reducing present values.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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Don't Let The Bond Market Spook You

Don't Let The Bond Market Spook You

Long-term Treasury yields have surged, with the 30-year eclipsing 5.33%, driven by increased government and corporate issuance and fiscal deficits. Rising yields reflect not only inflation and supply concerns but also accelerating economic growth, as evidenced by improving LEI and business activity indices.

المصدر: Seeking Alpha
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المصدر: Reuters وكالة أنباء
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India investigates fragrance giants over price collusion, document shows

India investigates fragrance giants over price collusion, document shows

Global fragrance makers Givaudan , ​Firmenich and International Flavors & Fragrances face a second antitrust investigation by Indian authorities, ‌according to a regulatory document seen by Reuters.

المصدر: Reuters
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المصدر: Seeking Alpha وكالة أنباء
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Edenor: Why The 75% Earnings Drop Is Misleading, And Metrogas Isn't Priced In Yet

Edenor: Why The 75% Earnings Drop Is Misleading, And Metrogas Isn't Priced In Yet

Edenor maintains strong operational recovery, but the market already prices in current improvements, justifying my continued 'Hold' rating. Q2 2026 results show revenue up 10% YoY and EBITDA up 94% YoY (ex-CAMMESA), while headline net earnings fell due to a non-recurring gain last year. EDN's $780M bid for Metrogas, if approved, would diversify operations and serve as a medium-term growth catalyst, but integration risks remain.

المصدر: Seeking Alpha
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المصدر: WSJ وكالة أنباء
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There's a New Mac Mini and Mac Studio. Good Luck Getting Your Hands on One.

There's a New Mac Mini and Mac Studio. Good Luck Getting Your Hands on One.

Between the AI agent craze and the global memory-chip shortage, Apple might struggle to keep these refreshed little powerhouse Macs in stock.

المصدر: WSJ
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المصدر: Barrons وكالة أنباء
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Forget Nvidia, Marvell Earnings Are a Bigger Deal for the AI Trade

Forget Nvidia, Marvell Earnings Are a Bigger Deal for the AI Trade

U.S. aims to defeat Iran with more sanctions, how auto makers lose from new tariffs, ETF closures have nearly doubled this year, and more news to start your day.

المصدر: Barrons
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المصدر: Market Watch وكالة أنباء
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The debt-fueled AI build-out may already be too big to fail

The debt-fueled AI build-out may already be too big to fail

The Federal Reserve's pandemic corporate credit facilities have capped downside risks and remain part of its tool kit, says BofA Global

المصدر: Market Watch
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المصدر: CNBC International TV وكالة أنباء
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Scott Bessent is set to intervene in bonds. Should he?

Scott Bessent is set to intervene in bonds. Should he?

Steve and Ben discuss Scott Bessent's forthcoming intervention in the bond market, as yields move higher and U.S. national debt ticks above $40 trillion.

المصدر: CNBC International TV
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المصدر: CNBC International TV وكالة أنباء
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Iran vows to respond as the U.S. unveils 'Operation Economic Outcast'

Iran vows to respond as the U.S. unveils 'Operation Economic Outcast'

Iran pledges retaliation as U.S. Treasury Secretary Scott Bessent unveils a plan to isolate Tehran's economy, threatening secondary sanctions on its "enablers". CNBC's Dan Murphy reports from Abu Dhabi.

المصدر: CNBC International TV
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المصدر: CNBC وكالة أنباء
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Oil drops 3% to 12-day low as Iran claims two-year plan to cope with Washington's ‘economic D-Day'

Oil drops 3% to 12-day low as Iran claims two-year plan to cope with Washington's ‘economic D-Day'

Oil prices extend losses despite supply concerns ahead of Washington's "economic D-Day" plan. Tehran is "fully prepared" to withstand more U.S. sanctions, said Iranian Economy Minister Ali Madanizadeh.

المصدر: CNBC
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المصدر: Proactive Investors وكالة أنباء
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UBS says Fed unlikely to raise rates despite housing pressures and AI investment

UBS says Fed unlikely to raise rates despite housing pressures and AI investment

UBS, the Swiss bank, expects the Federal Reserve to leave interest rates unchanged despite competing pressures from a strained housing market and strong artificial intelligence (AI) investment. Federal Reserve Chair Kevin Warsh, who is approaching 100 days in office, faces this dilemma as the annual Economic Policy Symposium in Jackson Hole runs from Thursday to Saturday.

المصدر: Proactive Investors
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المصدر: Bloomberg Markets and Finance وكالة أنباء
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Hartree's Morse: 3 Things Define Hormuz Strait's Future

Hartree's Morse: 3 Things Define Hormuz Strait's Future

Ed Morris, Senior Adviser and Commodities Expert, discusses the recent fall in Brent crude oil prices. The decline is attributed to market attention on the potential impact of Iran sanctions, which are influencing supply expectations and investor sentiment in the commodities market.

المصدر: Bloomberg Markets and Finance
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المصدر: Bloomberg Markets and Finance وكالة أنباء
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China Defends Cooperation With Iran Amid US Warnings | Opening Trade 8/25/2026

China Defends Cooperation With Iran Amid US Warnings | Opening Trade 8/25/2026

Beijing threatened to retaliate against the US and signaled it won't back away from its cooperation with Iran after the Trump administration's latest sanctions targeted businesses in China and Hong Kong. Bessent unveiled dozens of new sanctions on entities, individuals and vessels, but the main thrust of a high-profile press conference was threatening so-called secondary sanctions against companies and countries that continue doing business with Iran.

المصدر: Bloomberg Markets and Finance
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