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المصدر: Barrons وكالة أنباء

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عام أهمية متوسطة

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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عام أهمية متوسطة

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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عام أهمية متوسطة

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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المصدر: WSJ وكالة أنباء

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عام أهمية متوسطة

Stocks Hit New Highs on Inflation Relief

Plus, Coach owner Tapestry tumbles and Workday soars.

المصدر: WSJ

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المصدر: Reuters وكالة أنباء

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عام أهمية متوسطة

US court backs Trump's power to close 'de minimis' tariff exemption

The U.S. Court of International Trade on Thursday ruled in favor of President ‌Donald Trump's 2025 decision to rescind a "de minimis" exemption for tariffs on some imports of less than $800, a rare win for the president in the trade court's review of emergency economic powers.

المصدر: Reuters

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المصدر: WSJ وكالة أنباء

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عام أهمية متوسطة

Cool Inflation Data Propels Stocks to Fresh Records

Wall Street now expects the Federal Reserve to hold rates steady next month.

المصدر: WSJ

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المصدر: Bloomberg Markets and Finance وكالة أنباء

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عام أهمية متوسطة

Japan On Possible Yen Intervention Watch

Bloomberg's Anya Andrianova joins Emily Graffeo on "Real Yield." The yen remains within striking distance of a crucial level against the dollar, even after Prime Minister Sanae Takaichi's government was said to support an interest-rate hike.

المصدر: Bloomberg Markets and Finance

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

AAII Sentiment Survey: Neutral Sentiment Rebounds

Bullish sentiment decreased 2.3 percentage points to 34.7%. Neutral sentiment increased 2.4 percentage points to 27.4%.

المصدر: Seeking Alpha

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المصدر: ETF Trends وكالة أنباء

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عام أهمية متوسطة

A Market Ahead of Its Economy

Key Takeaways The market is unusually disconnected from today's economy. The market is focused on the future of AI rather than the near-term economy.

المصدر: ETF Trends

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المصدر: CNBC وكالة أنباء

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عام أهمية متوسطة

Trade court upholds Trump's closure of 'de minimis' loophole

A federal trade court upheld President Donald Trump's elimination of the "de minimis" loophole, which allowed low-value goods to be imported to the U.S. tax free. Trump, a major proponent of tariffs and other forms of protectionism, celebrated the continued closure of the exemption, which he claims has cost the U.S. billions of dollars in uncollected tax revenue.

المصدر: CNBC

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المصدر: ETF Trends وكالة أنباء

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عام أهمية متوسطة

Inflation Holds Steady, Rate Hike Odds Retreat

For a market braced for an inflation surprise, July's CPI report provided none of the sort. Core CPI rose 0.2% and headline CPI increased 0.1%, both matching expectations.

المصدر: ETF Trends

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

White Mountains: Downgrading On Price Rise And Outlook

White Mountains Insurance Group, Ltd. is downgraded to Hold after a 20% share price run-up and signs of the underwriting cycle peaking. WTM remains discounted to book value and trades at a low P/E under 5x, with no evidence of a re-rating despite recent outperformance. Recent asset sales and acquisitions have left WTM with 14% undeployed capital, but management signals the current market is unfavorable for new deals.

المصدر: Seeking Alpha

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

Cellebrite Q2: This 33% Selloff Looks Like An Overreaction

Cellebrite DI Ltd. experienced a 33% post-earnings drop, but I view this as an overreaction given its robust fundamentals. Q2 saw ARR and revenue growth miss guidance, management transition, and slower-than-expected Inseyets conversions, but core products and retention remain strong. CLBT maintains high gross margins (80%+), strong free cash flow (28%), and guides for high-teens revenue growth despite execution risks and rising stock-based compensation.

المصدر: Seeking Alpha

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المصدر: Seeking Alpha وكالة أنباء

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عام أهمية متوسطة

Big Tech's AI Revenue Is Surging, But Suppliers Will Still Be The Bigger Winners

As analysts call for AI capex to hit $1 trillion in 2027, Big Tech showed strong progress on AI monetization in Q2. Despite strong increases for AI revenue un rates, Big Tech's capex to AI revenue ratios remain elevated from 1.5X to 4X.

المصدر: Seeking Alpha

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