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المصدر: Seeking Alpha وكالة أنباء
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Why Nuclear Is Still Our Best Option

Why Nuclear Is Still Our Best Option

Nuclear stocks appear undervalued after a 40% slide in the NLR ETF correction and are rebounding with renewed upside potential. AI data center growth is driving structural demand for nuclear energy, making the sector strategically critical and underappreciated by recent market participants. My top nuclear picks - Cameco, Constellation, Vistra, BWX Technologies, and Oklo - offer a mix of established operators and high-upside SMR innovators, with 12-month price targets above consensus for most.

المصدر: Seeking Alpha
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المصدر: CNBC وكالة أنباء
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U.S. to use economic tactics on Iran `that have never been seen'; Navy works to relieve troubled carrier Abraham Lincoln

U.S. to use economic tactics on Iran `that have never been seen'; Navy works to relieve troubled carrier Abraham Lincoln

The U.S. will be applying economic measures "that have never been seen on Iran," according to Treasury Secretary Scott Bessent. This will be in conjunction with the military blockade imposed by Washington.

المصدر: CNBC
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المصدر: Market Watch وكالة أنباء
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Markets are looking eerily calm as investors chase FOMO rally

Markets are looking eerily calm as investors chase FOMO rally

By nearly every headline measure, investors have never looked more relaxed in a year not short of wild rides. But that calm may not be as reassuring as it looks.

المصدر: Market Watch
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المصدر: CNBC وكالة أنباء
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Cramer says investors shouldn't let past market crashes scare them out of today's winners

Cramer says investors shouldn't let past market crashes scare them out of today's winners

CNBC's Jim Cramer warned investors against relying too heavily on historical comparisons, arguing that doing so can cause them to miss what has fundamentally changed. He pointed to Nvidia, Cisco, and Workday as examples where he thinks skeptics are applying lessons from past technology cycles that don't necessarily fit today's businesses.

المصدر: CNBC
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المصدر: Schwab Network وكالة أنباء
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Thursday's "Everything Rally:" Tech's New Strength Bolsters Stock Market

Thursday's "Everything Rally:" Tech's New Strength Bolsters Stock Market

@MoneyFlowsCom's Alec Young breaks down Thursday's "everything rally," highlighting the expanding breadth of the market as technology, cyclicals and rate-sensitive sectors push stocks to new highs. He discusses how strong tech earnings, helped by the reignited leadership of the Mag 7, add muscle to the rise in equities.

المصدر: Schwab Network
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المصدر: Reuters وكالة أنباء
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White House says transshipped goods cost $19 billion to $26 billion in lost tariffs

White House says transshipped goods cost $19 billion to $26 billion in lost tariffs

The White House on Thursday said in a report the U.S. is losing some $19 billion to $26 billion in annual tariff revenue ​to goods, largely from China, that are transshipped through third ‌countries to avoid U.S. import duties.

المصدر: Reuters
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المصدر: Fox Business وكالة أنباء
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Iran has NO LEVERAGE as pressure mounts, ex-energy official warns

Iran has NO LEVERAGE as pressure mounts, ex-energy official warns

Former Acting Assistant Secretary of Fossil Energy Tala Goudarzi assesses oil flow patterns through the Strait of Hormuz amid conflict in the region on ‘Kudlow.' #fox #foxbusiness #media #breakingnews #us #usa #new #news #breaking #kudlow #talagoudarzi #goudarzi #donaldtrump #trump #iran #tehran #middleeast #straitofhormuz #oil #energy #economy #sanctions #economicpressure #geopolitics #foreignpolicy #iranconflict #usiran #globaltrade

المصدر: Fox Business
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المصدر: Reuters وكالة أنباء
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US eyes indefinite Iran naval blockade as oil supply shortfall deepens

US eyes indefinite Iran naval blockade as oil supply shortfall deepens

The United States on Thursday threatened to maintain a naval blockade of Iran indefinitely, ratcheting ​up economic pressure on Tehran as ceasefire talks have floundered, global oil supply is dropping and regional tensions are rising.

المصدر: Reuters
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المصدر: Fox Business وكالة أنباء
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Kudlow: The inflationistas are proven wrong — again

Kudlow: The inflationistas are proven wrong — again

FOX Business host Larry Kudlow says recent data shows disinflation setting in on ‘Kudlow.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #kudlow #larrykudlow #inflation #disinflation #economy #economicdata #prices #consumerprices #markets #wallstreet #federalreserve #interestRates #business #finance

المصدر: Fox Business
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المصدر: Seeking Alpha وكالة أنباء
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Huntsman: Undervalued With Free Cash Flow Poised For An Inflection

Huntsman: Undervalued With Free Cash Flow Poised For An Inflection

Huntsman remains a "Buy" despite a 20% share price decline, supported by improving market fundamentals and merger synergies with Olin. Q2 results showed revenue up 14% to $1.7 billion and adjusted EBITDA up $46 million, but free cash flow was disappointing due to working capital outflows. Segment strength in polyurethanes and advanced materials, especially from aerospace and power, underpins the investment case amid resilient end-market demand.

المصدر: Seeking Alpha
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المصدر: CNBC Television وكالة أنباء
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Jeremy Siegel: If oil stays near $80 there's no way the Fed raises rates in September

Jeremy Siegel: If oil stays near $80 there's no way the Fed raises rates in September

Jeremy Siegel, WisdomTree chief economist, joins 'Closing Bell' to discuss the recent earnings momentum, if investors are too bullish and much more.

المصدر: CNBC Television
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المصدر: Barrons وكالة أنباء
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This Credit Fund Lends Where Investors Fear to Tread

This Credit Fund Lends Where Investors Fear to Tread

Blue Owl Technology Finance shares trade at a 31% discount to its portfolio valuation due to fears that AI will disrupt its software borrowers.

المصدر: Barrons
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المصدر: Seeking Alpha وكالة أنباء
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The Next Leg Of The Bull Run Is Priced In Oil Barrels

The Next Leg Of The Bull Run Is Priced In Oil Barrels

I still think a rate hike is on the table before the end of this year (likely December). That may lead to a double-digit correction in the broader markets.

المصدر: Seeking Alpha
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المصدر: CNBC وكالة أنباء
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These charts show why stocks keep rallying. Profit margins are the highest on record

These charts show why stocks keep rallying. Profit margins are the highest on record

S&P 500's net profit margin is running at 16.9%, on pace for the highest since FactSet began tracking the metric in 2009. At sector levels, margins have been improving across most of the market in comparison to previous year, led by technology.

المصدر: CNBC
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