أخبار السوق

تابع أحدث الأخبار المالية والاقتصادية وتحديثات الأسواق والتقارير والتحليلات على PipVero.

المصدر: CNBC International TV وكالة أنباء
قبل شهر واحد
عام أهمية متوسطة
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
زيارة المصدر
0 0 0
قراءة المزيد
تعليق
المصدر: CNBC International TV وكالة أنباء
قبل شهر واحد
عام أهمية متوسطة
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
زيارة المصدر
0 0 0
قراءة المزيد
تعليق
المصدر: CNBC وكالة أنباء
قبل شهر واحد
عام أهمية متوسطة
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
زيارة المصدر
Official Partner ITBFX Start Trading
0 0 0
قراءة المزيد
تعليق
المصدر: Seeking Alpha وكالة أنباء
قبل شهر واحد
عام أهمية متوسطة
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
زيارة المصدر
0 0 0
قراءة المزيد
تعليق
المصدر: Seeking Alpha وكالة أنباء
قبل شهر واحد
عام أهمية متوسطة
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
زيارة المصدر
0 0 0
قراءة المزيد
تعليق
المصدر: Seeking Alpha وكالة أنباء
قبل شهر واحد
عام أهمية متوسطة
JPMorgan Chase: Getting Paid 6.4% While Waiting For Lower Interest Rates

JPMorgan Chase: Getting Paid 6.4% While Waiting For Lower Interest Rates

JPMorgan Chase delivered robust Q2 results, with net profit reaching $21.2B and EPS of $7.71, driven by strong non-interest revenue growth. JPM's preferred dividends remain well-covered, requiring just 2% of net income, providing a substantial buffer for income-focused investors. JPM.PR.M preferred shares offer a 6.39% yield and significant capital gain potential if called or if market yields decline modestly.

المصدر: Seeking Alpha
زيارة المصدر
0 0 0
قراءة المزيد
تعليق
المصدر: Bloomberg Markets and Finance وكالة أنباء
قبل شهر واحد
عام أهمية متوسطة
Bond Market Tests Limits of Treasury Intervention

Bond Market Tests Limits of Treasury Intervention

Joining Bloomberg This Weekend is Bloomberg Radio host of "Masters in Business" Barry Ritholtz and he tells hosts David Gura and Christina Ruffini that Treasury Secretary Scott Bessent's bond-market moves may provide short-term relief but cannot override persistent inflation, rising debt and the forces setting long-term yields. -------- More on Bloomberg Television and Markets Like this video?

المصدر: Bloomberg Markets and Finance
زيارة المصدر
Official Partner ITBFX Start Trading
0 0 0
قراءة المزيد
تعليق
المصدر: Bloomberg Markets and Finance وكالة أنباء
قبل شهر واحد
عام أهمية متوسطة
Chinese AI Models Gain Ground on Price and Use

Chinese AI Models Gain Ground on Price and Use

Chinese AI models are rapidly narrowing the performance gap with US rivals while gaining users with lower prices and open-weight technology that lets companies deploy them locally. Bloomberg News Tech Reporter Luz Ding is on Bloomberg This Weekend and explains to hosts David Gura and Christina Ruffini that Chinese AI Models capabilities are approaching leading US models at lower cost.

المصدر: Bloomberg Markets and Finance
زيارة المصدر
0 0 0
قراءة المزيد
تعليق
المصدر: Seeking Alpha وكالة أنباء
قبل شهر واحد
عام أهمية متوسطة
Quantum Computing Finally Delivered, And The Stock May Be Too Cheap

Quantum Computing Finally Delivered, And The Stock May Be Too Cheap

Quantum Computing Inc. is upgraded from Hold to Buy, as commercial traction and financial strength have improved markedly since June 2025. QUBT now reports $5.6M in Q2 2026 revenue, a $42.5M contract backlog, and $1.3B in cash, but gross margins remain negative and costs are rising. NeuraWave and recent acquisitions position QUBT as an integrated photonics and semiconductor platform, broadening its addressable market beyond quantum computing.

المصدر: Seeking Alpha
زيارة المصدر
0 0 0
قراءة المزيد
تعليق
المصدر: Seeking Alpha وكالة أنباء
قبل شهر واحد
عام أهمية متوسطة
Bessent Doubled Buybacks, Yields Went Higher: A Headache For Warsh At Jackson Hole

Bessent Doubled Buybacks, Yields Went Higher: A Headache For Warsh At Jackson Hole

The Treasury doubled its long-end buyback cap on Wednesday, and the 30-year fell 9 basis points, but the entire move was gone within a day. Treasury Secretary Bessent now has two open requests that only the Federal Reserve can grant, and Fed Chair Kevin Warsh delivers his first Jackson Hole keynote on Friday the 28th.

المصدر: Seeking Alpha
زيارة المصدر
0 0 0
قراءة المزيد
تعليق
المصدر: Seeking Alpha وكالة أنباء
قبل شهر واحد
عام أهمية متوسطة محلل بالذكاء الاصطناعي
Churchill Capital Corp XI: First To Market Humanoid Robotics

Churchill Capital Corp XI: First To Market Humanoid Robotics

Churchill Capital Corp XI is taking Agility Robotics public at a $2.5B valuation, with the combined entity to trade as AGLT. Agility boasts over $300M in multi-year orders for Digit v5, with real deployments at major customers and a robust investor base including NVIDIA and Amazon. CCXI buyers at $14/share are paying a ~$4.8B market cap, implying ~20x run-rate revenue if Agility executes on its current order book.

المصدر: Seeking Alpha
زيارة المصدر
Official Partner ITBFX Start Trading
0 0 0
قراءة المزيد
تعليق
المصدر: Seeking Alpha وكالة أنباء
قبل شهر واحد
عام أهمية متوسطة محلل بالذكاء الاصطناعي
Flex: AI Infrastructure Growth Could Drive The Next Earnings Cycle

Flex: AI Infrastructure Growth Could Drive The Next Earnings Cycle

Flex earns a buy rating as its rapidly expanding Cloud and Power Infrastructure (CPI) segment drives a structural business shift. CPI revenue surged 38% to $6.6B in FY2026, now comprising 24% of total income, with continued outperformance in FY2027 Q1. Operating leverage is evident: Q1 FY2027 revenue rose 21% while adjusted EPS jumped 39%, prompting raised FY2027 forecasts.

المصدر: Seeking Alpha
زيارة المصدر
0 0 0
قراءة المزيد
تعليق
المصدر: Seeking Alpha وكالة أنباء
قبل شهر واحد
عام أهمية متوسطة محلل بالذكاء الاصطناعي
Seven Up, Seven Down

Seven Up, Seven Down

Along with US equities, European stocks have also succumbed to gravity this week, extending a losing streak that started in the middle of last week. Interestingly enough, the current seven-day streak immediately followed what was a seven-day winning streak for the STOXX 600.

المصدر: Seeking Alpha
زيارة المصدر
Official Partner ITBFX Start Trading
0 0 0
قراءة المزيد
تعليق