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المصدر: Seeking Alpha وكالة أنباء
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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
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المصدر: Seeking Alpha وكالة أنباء
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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
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المصدر: Barrons وكالة أنباء
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The AI Spending Boom Is Outrunning Wall Street Estimates

The AI Spending Boom Is Outrunning Wall Street Estimates

Big Tech is shoveling billions of dollars into the AI buildout, leaving investors spooked and analysts behind. Can they catch up?

المصدر: Barrons
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المصدر: Skynews وكالة أنباء
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TikTok reaches $400m US children's privacy settlement

TikTok reaches $400m US children's privacy settlement

TikTok has reached a $400m (£293.2m) settlement with the US Department of Justice (DoJ), ending a 2024 lawsuit alleging the company violated federal children's privacy laws.

المصدر: Skynews
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المصدر: Fox Business وكالة أنباء
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Trump allows 300,000 metric tons of tariff-free beef imports in bid to cut prices, drawing rancher backlash

Trump allows 300,000 metric tons of tariff-free beef imports in bid to cut prices, drawing rancher backlash

Trump's tariff-free ground beef import plan drew sharp backlash from cattle industry groups and Republican senators warning it hurts ranchers.

المصدر: Fox Business
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المصدر: Fox Business وكالة أنباء
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We are changing ENERGY for the FUTURE: Senior analyst

We are changing ENERGY for the FUTURE: Senior analyst

The PRICE Futures Group senior analyst Phil Flynn discusses rising crude oil prices amid the tense US-Iran standoff and the Trump administration's energy agenda on ‘Kudlow.' #fox #foxbusiness #media #breakingnews #us #usa #new #news #breaking #kudlow #trump #donaldtrump #energy #oil #oilprices #crudeoil #markets #globalmarkets #iran #usiran #middleeast #energyindependence #energydominance #economy #commodities #geopolitics

المصدر: Fox Business
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المصدر: Schwab Network وكالة أنباء
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Bitcoin's "Coiled Spring" Jump, Clarity Act Pivot Point & Miners' Data Center Move

Bitcoin's "Coiled Spring" Jump, Clarity Act Pivot Point & Miners' Data Center Move

The Treasury doubling liquidity on some long-term debt buybacks in bonds is what Sam Callahan points to as the key driver backing the crypto rally. He adds that Bitcoin experiencing low volatility in recent months, backed by bullish expectations on the Clarity Act, added to the "coiled spring" leap ion futures trading.

المصدر: Schwab Network
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المصدر: Yahoo Finance وكالة أنباء
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Forget the Fed put. Meet the Bessent put.

Forget the Fed put. Meet the Bessent put.

Treasury Secretary Scott Bessent is signaling that the government is willing to get more aggressive as long-term bond yields remain elevated, but investors are debating how much power Treasury actually has to change the market. Yahoo Finance Senior Reporter Jennifer Schonberger and Crossmark Global Investments Chief Market Strategist Victoria Fernandez join Executive Editor Brian Sozzi to break down what Schonberger calls the "Bessent put," Treasury's willingness to expand long-duration bond buybacks, and why the move may be more important as a signal to markets than as a direct intervention.

المصدر: Yahoo Finance
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المصدر: Bloomberg Markets and Finance وكالة أنباء
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'Something Has To Give' On US Fiscal Policy: Patterson

'Something Has To Give' On US Fiscal Policy: Patterson

Rebecca Patterson, senior fellow at the Council on Foreign Relations and former chief investment strategist at Bridgewater Associates, joins Scarlet Fu and Tom Keene on "Bloomberg Money." Total US public debt surpassed $40 trillion for the first time, and has now surged by a third in less than five years, as US lawmakers continue to shrug off calls to contend with historically wide fiscal deficits.

المصدر: Bloomberg Markets and Finance
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المصدر: Seeking Alpha وكالة أنباء
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Evercore: Strong Outlook Into 2027

Evercore: Strong Outlook Into 2027

Evercore Inc. rated Buy, driven by accelerating deal flow and strong EBITDA growth expected into 2027. EVR trades at a forward EV/EBITDA of 9.1x, near technical lows and a 57% discount to its recent peak multiple. Record-high capital returns, including a $1.6B buyback program and $3.41/share TTM dividends, support the share price.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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Dividend Champion, Contender, And Challenger Highlights: Week August 23

Dividend Champion, Contender, And Challenger Highlights: Week August 23

A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.

المصدر: Seeking Alpha
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المصدر: Bloomberg Markets and Finance وكالة أنباء
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Treasury Whiplash, US Debt Hits $40T | Bloomberg Money 8/21/2026

Treasury Whiplash, US Debt Hits $40T | Bloomberg Money 8/21/2026

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Rebecca Patterson, Council on Foreign Relations Senior Fellow, and Kevin Gordon, Charles Schwab Head of Macro Research & Strategy.

المصدر: Bloomberg Markets and Finance
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