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المصدر: Seeking Alpha وكالة أنباء
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Scott Bessent Might Have Started The Bitcoin Bull Cycle

Scott Bessent Might Have Started The Bitcoin Bull Cycle

Bitcoin sentiment has shifted bullish, driven by recent U.S. Treasury interventions and regulatory clarity from the White House. The Treasury's increased bond buybacks and willingness to control yields signal a macro shift favoring scarce assets like BTC. White House discussions clarified Bitcoin's commodity status, reducing regulatory risk and encouraging institutional adoption.

المصدر: Seeking Alpha
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The 1-Minute Market Report, August 22, 2026

The 1-Minute Market Report, August 22, 2026

The S&P 500 remains less than 2% from its all-time high despite a down week, with dip buyers still active. Commodities, especially gold, silver, and crude oil, are showing durable strength as investors rotate away from financial assets.

المصدر: Seeking Alpha
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Morgan Stanley Direct Lending: High Safety Margin Despite Non-Accrual Challenges

Morgan Stanley Direct Lending: High Safety Margin Despite Non-Accrual Challenges

Morgan Stanley Direct Lending Fund trades at a 21% discount to NAV, reflecting market concerns over dividend sustainability and asset quality. MSDL's portfolio shrank for the fourth consecutive quarter since Q2'25, with cost-based non-accruals rising to 2.9% and NII per share down 9.4% year-over-year. Dividend coverage remains fragile at ~101% after a recent cut, raising the risk of further reductions if negative trends persist.

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المصدر: Bloomberg Markets and Finance وكالة أنباء
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Bloomberg Previews Jackson Hole Symposium

Bloomberg Previews Jackson Hole Symposium

Bloomberg's Joe Weisenthal, Lisa Abramowicz, Tracy Alloway and Tom Keene preview the Jackson Hole Symposium as all eyes will be on Fed Chairman Kevin Marsh and his first annual symposium address. -------- More on Bloomberg Television and Markets Like this video?

المصدر: Bloomberg Markets and Finance
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Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America

Energy Fuels: The Largest Combined Uranium And Rare Earth Company In North America

Energy Fuels, Inc. is the only North American company producing both uranium and separated rare earth elements (REEs), giving it a first-mover advantage in domestic REE processing. UUUU's White Mesa Mill's regulatory approvals and infrastructure for processing REE-rich monazite sands have enabled it to produce NdPr since April 2024, positioning it ahead of competitors. Despite Seeking Alpha's Quant 'Strong Sell' rating, I see UUUU's low debt, cash flow positivity, and unique regulatory position as compelling for long-term growth.

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المصدر: Market Watch وكالة أنباء
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Here's some surprisingly good news for the stock market this midterm election year

Here's some surprisingly good news for the stock market this midterm election year

ven taking into account the stock market's recent declines and extraordinary volatility, it is far ahead of where it would be if this were an average midterm election year.

المصدر: Market Watch
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المصدر: Finbold وكالة أنباء
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‘Enjoy the last rally of the tech bubble', economist warns

‘Enjoy the last rally of the tech bubble', economist warns

Macro strategist Henrik Zeberg has cautioned investors that the current advance in technology stocks represents the final phase of a prolonged bull market.

المصدر: Finbold
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المصدر: TechXplore وكالة أنباء
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TikTok to pay $400 million settlement in U.S. children's privacy case

TikTok to pay $400 million settlement in U.S. children's privacy case

TikTok has agreed to pay $400 million to settle a lawsuit with the U.S. Department of Justice over claims that the video-sharing platform violated federal children's privacy laws, the department announced Friday.

المصدر: TechXplore
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المصدر: CNBC International TV وكالة أنباء
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JPMorgan's James Sullivan sees ‘significantly higher coupons' as debt supply surges

JPMorgan's James Sullivan sees ‘significantly higher coupons' as debt supply surges

JPMorgan's James Sullivan says surging government and corporate debt issuance will put upward pressure on bond yields as supply increasingly outpaces demand. He also argues that stablecoins could become a major source of Treasury demand and remain supportive of the US dollar, while warning that lofty AI-driven earnings expectations leave markets vulnerable if anticipated productivity gains fail to materialise.

المصدر: CNBC International TV
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Trump administration is losing the affordability debate: Eurasia Group

Trump administration is losing the affordability debate: Eurasia Group

Robert Kahn of Eurasia Group discusses the U.S. Treasury Department's debt buyback plan, saying it is small relative to the overall market. He adds that U.S. Treasury Secretary Scott Bessent has limited tools to bring yields lower, potentially risking credibility.

المصدر: CNBC International TV
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Six investors reveal the biggest market risks — and one strategy they agree on

Six investors reveal the biggest market risks — and one strategy they agree on

Global markets have been volatile this year, with a fresh bout of turbulence hitting equity and bond markets this week. Investors see different risks threatening markets, but broadly agree that traders should diversify beyond recent winners.

المصدر: CNBC
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Canadian Commodity Plays Or American AI Stocks?

Canadian Commodity Plays Or American AI Stocks?

Canadian stocks are outperforming US equities - but can that momentum continue? Ryan Irvine, president and CEO of Keystone Financial, and Philip MacKellar, analyst, general manager, and investor at Contra the Heard Investment Newsletter, break down where they're finding value and where they see growing risks for investors.

المصدر: Seeking Alpha
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Choosing Between Semis And SaaS, You May Not Need To

Choosing Between Semis And SaaS, You May Not Need To

Semiconductor and software correlations normalized after early-year panic, demonstrating that artificial intelligence expansion expands rather than eliminates enterprise software moats. Goldman Sachs projects global AI capital spending to exceed one trillion dollars in 2026, anchoring durable multi-year semiconductor demand ahead.

المصدر: Seeking Alpha
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