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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

The AI Trade Deleveraged, Its Suppliers Didn't

AI trade fundamentals will likely drive future returns as speculative leverage unwinds, evidenced by lower volatility in semiconductor stocks. But, leverage is moving on and off-balance sheets of major AI players like Alphabet (GOOGL) and NVIDIA (NVDA), introducing hidden systemic risks reminiscent of the Dot.com era.

المصدر: Seeking Alpha

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المصدر: CNBC وكالة أنباء

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عام أهمية متوسطة

Trump admin unveils anti-Iran global sanctions plan, signals China not exempt

المصدر: CNBC

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

Update On PICK: Reiterating The Buy Recommendation

I reiterate my Buy recommendation on the iShares MSCI Global Metals & Mining Producers ETF, which remains in a long-term bullish trend near record highs. Industrial metals prices, especially copper, zinc, tin, and steel, have posted strong double-digit gains in 2026, driving profitability for mining companies held in PICK. PICK offers diversified exposure to leading global mining firms, with robust liquidity, a 2% yield, and a 0.39% management fee.

المصدر: Seeking Alpha

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المصدر: CNBC Television وكالة أنباء

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عام أهمية متوسطة

Fed Chair has to say something about inflation, says former Fed President Patrick Harker

Patrick Harker, Fmr. Philadelphia Fed president, joins 'Squawk on the Street' to discuss what to expect from the Federal Reserve's annual Jackson Hole symposium.

المصدر: CNBC Television

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

More 'Naked Swimmers' Will Continue To Emerge As The Tide Recedes

Markets continue to trade near record highs even as bond yields have hit their highest levels since 2007 and energy prices remain elevated. Private credit markets are deteriorating, with record default rates and redemption gates at major funds like Apollo (APO) and Blackstone (BX), raising systemic risk.

المصدر: Seeking Alpha

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المصدر: Barrons وكالة أنباء

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عام أهمية متوسطة

U.S. to Unveil New Iran Sanctions in ‘Economic D-Day.' What to Expect.

Treasury Secretary Scott Bessent is aiming to isolate Tehran further from the global financial system.

المصدر: Barrons

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المصدر: Schwab Network وكالة أنباء

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عام أهمية متوسطة

SPX & Russell 1000 Levels to Watch as Fed, Treasury Yields Add Uncertainty

U.S. Treasury Secretary Scott Bessent is "pulling levers" in the bond market by doubling liquidity in longer-duration bonds, says @CharlesSchwab's Collin Martin. He considers the move a short-term fix to push back bond volatility.

المصدر: Schwab Network

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المصدر: Market Watch وكالة أنباء

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عام أهمية متوسطة

Bessent tapping Treasury's rainy-day fund for buybacks isn't a ‘bazooka' to get markets to move his way

Bessent's move “does not change anything. It just reduces the cash that Treasury has on deposit,” one analyst says.

المصدر: Market Watch

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

Archer-Daniels-Midland: A Toll Collector Crushing Q2 Like Its Seed Oils

Archer-Daniels-Midland is rated a buy, supported by its dominant infrastructure and toll-collector role in global food and energy supply chains. ADM's ag services and oilseeds segment drove 129% year-on-year operating profit growth, underlining its competitive moat and scale advantages. EPA's Renewable Fuel Standard mandates create a structural demand floor for ADM's biofuel-linked businesses, catalyzing robust forward earnings growth.

المصدر: Seeking Alpha

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المصدر: Fox Business وكالة أنباء

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عام أهمية متوسطة

VACCINE BREAKTHROUGH: Personalized cancer treatment takes major leap

Moderna CEO Stéphane Bancel joins ‘Mornings with Maria' to discuss the company's landmark cancer vaccine partnership with Merck. Bancel details the promising Phase 3 melanoma trial results and outlines Moderna's latest financial growth outlook.

المصدر: Fox Business

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المصدر: CNBC Television وكالة أنباء

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عام أهمية متوسطة

The 10-year bond yield is simply back to normal, says Ed Yardeni

Ed Yardeni, Yardeni Research president, joins 'Squawk on the Street' to discuss the Treasury doubling the size of bond buybacks, the Treasury announcing it could use its General Account to help fund purchases of government bonds, and more.

المصدر: CNBC Television

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

Orion180 Insurance Group Grows Into U.S. IPO Plan

Orion180 Insurance Group is a quickly growing hybrid insurer and MGA, targeting the residential E&S market across 14 U.S. states. OIG has demonstrated strong consolidated profitability, robust revenue growth, and impressive cash generation, but underwriting performance remains challenged with combined ratios above 100%. The company's growth strategy focuses on geographic and product diversification, private flood expansion, and reducing concentration risk, while maintaining a capital-light model via reinsurance.

المصدر: Seeking Alpha

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المصدر: CNBC وكالة أنباء

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عام أهمية متوسطة

Prediction market traders doubtful Bessent's bond interventions will push yields lower

Treasury Secretary Scott Bessent is trying to calm rising yields. But prediction market traders don't think his efforts will be that fruitful.

المصدر: CNBC

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المصدر: CNBC Television وكالة أنباء

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عام أهمية متوسطة

Sam Altman on AI: 'We've not had the iPhone moment'

CNBC's Kate Rooney joins 'Squawk on the Street' to discuss OpenAI CEO Sam Altman saying over the weekend the AI revolution may take longer than expected.

المصدر: CNBC Television

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