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

المصدر: Seeking Alpha وكالة أنباء
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The Market Says AI Bubble, The Guidance Says Buy

The Market Says AI Bubble, The Guidance Says Buy

AI-infrastructure stocks are not in a bubble; earnings and guidance across the stack are accelerating, not stagnating. Coherent, Applied Materials, and Sandisk each report robust revenue growth and guide to higher future demand, signaling real, funded AI buildout.

المصدر: Seeking Alpha
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المصدر: Bloomberg Markets and Finance وكالة أنباء
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Treasury 30-Year Yields Are Back at 2007 Highs

Treasury 30-Year Yields Are Back at 2007 Highs

Global bond yields have resumed their march higher on Monday, with US rates pushing to pre-global financial crisis highs again. With oil ticking higher on fresh Middle East headlines and the Empire Manufacturing survey coming in hotter than expected, yields have extended their ascent in the US session.

المصدر: Bloomberg Markets and Finance
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المصدر: Seeking Alpha وكالة أنباء
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The King Of The AI Bubble

The King Of The AI Bubble

Nvidia Corporation is downgraded from Buy to Hold due to mounting risks and the emergence of a $500B AI securitization scheme. NVDA remains central to the AI industry, but the new Wall Street-backed financing platforms signal a potential AI bubble reminiscent of the 2005-2009 MBS era.

المصدر: Seeking Alpha
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المصدر: Schwab Network وكالة أنباء
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Why Japan's U.S. Treasury Investments Remain Critical as U.S. Economy Firms

Why Japan's U.S. Treasury Investments Remain Critical as U.S. Economy Firms

@CharlesSchwab's Collin Martin says rising crude oil prices are "one part of the puzzle" behind the uptick in yields, though he believes other factors are at play. Despite elevated fixed income pricing, he sees the U.S. economy as resilient in the face of benign inflation data.

المصدر: Schwab Network
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المصدر: Seeking Alpha وكالة أنباء
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Flex Q1 Review: RemainCo Seems A Lot More Attractive Than Before

Flex Q1 Review: RemainCo Seems A Lot More Attractive Than Before

Flex Inc. delivered strong Q1 '27 results, with 20% y/y revenue growth and beats across all major segments. RemainCo's RMS and ITS segments posted unexpected double-digit growth, improving the investment case for both post-spinoff entities. Management reaffirmed the Q1 2027 tax-free spin-off of Cloud & Power Infrastructure, with segment momentum and sustainability in focus.

المصدر: Seeking Alpha
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المصدر: CNBC Television وكالة أنباء
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Market Midday: Stocks Mixed, US Debt Hits $40T, US-Iran War Continues • 8/17/26

Market Midday: Stocks Mixed, US Debt Hits $40T, US-Iran War Continues • 8/17/26

CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More.

المصدر: CNBC Television
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المصدر: Seeking Alpha وكالة أنباء
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Korea Electric Power: Turning Bearish After Q2 Shortfall (Rating Downgrade)

Korea Electric Power: Turning Bearish After Q2 Shortfall (Rating Downgrade)

I downgrade Korea Electric Power Corporation to 'Sell' following a substantial Q2 earnings miss and mounting negative catalysts. KEP's 2Q2026 profitability was under pressure from surging fuel costs, a declining nuclear power mix, and sluggish economic growth impacting electricity demand. Rising CapEx, flattish tariff rates, and dividend cuts are potential de-rating catalysts.

المصدر: Seeking Alpha
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المصدر: Reuters وكالة أنباء
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General Atlantic picks JPMorgan to lead revived IPO effort, source says

General Atlantic picks JPMorgan to lead revived IPO effort, source says

Investment firm General Atlantic has tapped JPMorgan Chase ​to lead its initial public offering, according to ‌a source familiar with the matter, reviving listing plans that had been stalled for nearly three years.

المصدر: Reuters
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المصدر: Bloomberg Markets and Finance وكالة أنباء
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Some Bonds Are Getting 'Twitchy,' Major Says

Some Bonds Are Getting 'Twitchy,' Major Says

Steven Major, global macro advisor at Tradition Dubai, says some bonds may be getting "twitchy" further out on the curve. He says the US Treasury is not doing any favors for the taxpayer "by issuing long bonds north north of 5% yield.

المصدر: Bloomberg Markets and Finance
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المصدر: Seeking Alpha وكالة أنباء
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Memory Is The Best AI Story, Equipment Is The Better Trade

Memory Is The Best AI Story, Equipment Is The Better Trade

The AI Stack Model splits the AI trade into 14 segments across 4 layers, scoring each on macro conditions, estimate revisions, and how much the market has already paid. Memory wins on fundamentals - revisions up 21% on average - but trades 152% above its own five-year average.

المصدر: Seeking Alpha
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المصدر: Forbes وكالة أنباء
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Retail Sales Show Strength The Headlines Are Missing

Retail Sales Show Strength The Headlines Are Missing

Consumers keep confounding the economy's doom merchants. A quick look at the actual numbers released by the Census Bureau belies the AP's headline: “US Retail Sales Slump Unexpectedly and Sharply after a Summer Tax-Refund Boost Fades.

المصدر: Forbes
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