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المصدر: Seeking Alpha وكالة أنباء
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Koppers Is Performing But Is Feeling Input Price Pressure In A Weak Demand Market

Koppers Is Performing But Is Feeling Input Price Pressure In A Weak Demand Market

Koppers Holdings reported 2Q26 results with stable adjusted performance but significant GAAP impairment charges, maintaining a Hold rating. Performance Chemicals outperformed expectations, but margin gains were partly hedging-driven and may face pressure if copper prices persist. Utility poles remain robust due to AI and electrification trends, while railroads and CM&C segments are challenged by cost pressures and weak demand.

المصدر: Seeking Alpha
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المصدر: Bloomberg Markets and Finance وكالة أنباء
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Iran Sanctions Could Put China Oil Trade in Focus

Iran Sanctions Could Put China Oil Trade in Focus

The Trump administration is considering additional sanctions on Iran as the Strait of Hormuz blockade squeezes oil flows and keeps pressure on US gasoline prices. Joining Bloomberg This Weekend is Axios Business Reporter Nathan Bomey who says Washington could target companies or countries doing business with Iran, potentially putting China and its purchases of Iranian oil in the spotlight.

المصدر: Bloomberg Markets and Finance
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المصدر: Seeking Alpha وكالة أنباء
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The Market Is Taking The AI Bubble Naysayers For A Ride

The Market Is Taking The AI Bubble Naysayers For A Ride

Nvidia and major Wall Street asset managers are launching a $500 billion AI infrastructure fund, signaling deep confidence in ongoing AI buildout, baffling the AI pessimists. Hyperscalers are ramping CapEx to avoid compute constraints, causing S&P 500 free cash flow yields to reach new lows as AI demand accelerates.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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The Treasury Is Caught In Its Own Trap

The Treasury Is Caught In Its Own Trap

Net interest is now $931B, the third-largest line in the federal budget, behind Social Security at $1.38T and Medicare at $955B. Hyperscalers now compete with Treasury for the same capital.

المصدر: Seeking Alpha
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المصدر: Bloomberg Markets and Finance وكالة أنباء
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Inflation Is Cooling. But is 2% Out of Reach?

Inflation Is Cooling. But is 2% Out of Reach?

BlackRock's Rick Rieder says the latest CPI report gave markets reason to celebrate, but inflation remains above the Fed's 2% target. He argues the economy is now “in the ballpark” and that raising overnight rates may not be the most effective way to bring inflation lower.

المصدر: Bloomberg Markets and Finance
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المصدر: Market Watch وكالة أنباء
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AI inflation is putting even more pressure on the Fed. Could higher interest rates be next?

AI inflation is putting even more pressure on the Fed. Could higher interest rates be next?

One thing the Federal Reserve could always count on to keep inflation low was falling prices for computers, cell phones and other high-tech stuff — but not anymore.

المصدر: Market Watch
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المصدر: Fox Business وكالة أنباء
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Weak retail report shouldn't be a concern yet, expert argues

Weak retail report shouldn't be a concern yet, expert argues

SlateStone Wealth chief market strategist Kenny Polcari discusses why retail numbers unexpectedly tumbled on ‘Maria Bartiromo's Wall Street.' #fox #foxbusiness #media #breakingnews #us #usa #new #news #breaking #mariabartiromoswallstreet #kennypolcari #polcari #retail #retailsales #markets #economy #consumer #consumerism #spending #wallstreet #business #economicdata

المصدر: Fox Business
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المصدر: Seeking Alpha وكالة أنباء
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The One Chart Investors Can't Ignore As America's Debt Approaches $50 Trillion

The One Chart Investors Can't Ignore As America's Debt Approaches $50 Trillion

U.S. federal debt is accelerating, projected to reach $50 trillion by 2029. I take a deeper look at this projection's implications for the U.S. economy and the stock market.

المصدر: Seeking Alpha
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المصدر: Reuters وكالة أنباء
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Crusading India state food safety chief targets Eternal, Swiggy, Zepto in sweeping crackdown

Crusading India state food safety chief targets Eternal, Swiggy, Zepto in sweeping crackdown

Maharashtra state's food safety chief has intensified a crackdown on the food and grocery industries, suspending the permits of 12 ​warehouses of Indian grocery giants Eternal , Swiggy and Zepto after finding ‌cockroach infestations and other unhygienic conditions.

المصدر: Reuters
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المصدر: Seeking Alpha وكالة أنباء
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Weekly Commentary: Expect Trouble

Weekly Commentary: Expect Trouble

The great global government finance Bubble continues to illustrate the precarious nature of Bubbles financed by perceived safe and liquid 'money' and 'money-like' debt instruments. The U.S. federal budget deficit for July jumped ‌to $432 billion, a record for the month.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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U.S. IPO Weekly Recap: Copper Foils Producer And Metabolic Disorders Biotech List Amid August Lull

U.S. IPO Weekly Recap: Copper Foils Producer And Metabolic Disorders Biotech List Amid August Lull

Three IPOs and one SPAC priced this week, while two IPOs and five SPACs submitted filings. The IPO market's summer slowdown is in full swing, though one sizable IPO issuer is currently scheduled for the week ahead. Street research is expected for one company in the week ahead, and three lock-up periods will be expiring.

المصدر: Seeking Alpha
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المصدر: Fox Business وكالة أنباء
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Trump-linked World Liberty crypto venture gets preliminary approval from currency comptroller

Trump-linked World Liberty crypto venture gets preliminary approval from currency comptroller

World Liberty Financial's proposed national trust bank would issue and manage the USD1 stablecoin under OCC supervision, but key preopening hurdles remain.

المصدر: Fox Business
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المصدر: Fox Business وكالة أنباء
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Expert describes ‘balancing act' of dealing with Iran's regime

Expert describes ‘balancing act' of dealing with Iran's regime

Ronald Reagan Institute Director Roger Zakheim discusses the status of the Strait of Hormuz on ‘Kudlow.' #fox #foxbusiness #media #breakingnews #us #usa #new #news #breaking #kudlow #rogerzakheim #zakheim #straitofhormuz #iran #middleeast #geopolitics #oil #energy #nationalSecurity #foreignpolicy #globalmarkets #shipping

المصدر: Fox Business
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