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المصدر: Seeking Alpha وكالة أنباء
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Nearly A Third Of Tech Has Raised Guidance

Nearly A Third Of Tech Has Raised Guidance

With more than 1,500 companies already reporting their Q2 numbers, we can confidently say that this has been one of the strongest earnings seasons relative to expectations in the last couple of decades. During the Q2 reporting period that began back in early July, 77% of companies have reported earnings per share (EPS) that were stronger than consensus analyst estimates.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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Merchants Bankcorp: Record Asset Base In Q2 2026

Merchants Bankcorp: Record Asset Base In Q2 2026

Merchants Bancorp is rated BUY due to strong 2Q26 results, robust capital returns, and discounted valuation versus peers. MBIN's net income surged 106% YoY, driven by an 83% decline in credit provisions, though non-performing loans remain above optimal levels. The bank's asset base and loan growth hit record highs, supported by multi-family housing and mortgage warehouse lending.

المصدر: Seeking Alpha
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المصدر: Fox Business وكالة أنباء
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We don't see a rate HIKE this year, Goldman Sachs chief economist predicts

We don't see a rate HIKE this year, Goldman Sachs chief economist predicts

Goldman Sachs chief economist Jan Hatzius previews the upcoming July CPI inflation report and discusses the Federal Reserve's interest rate trajectory, and the state of the U.S. economy on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #goldmansachs #janhatzius #hatzius #economy #useconomy #inflation #cpi #federalreserve #fed #interestrates #monetarypolicy #markets #wallstreet #finance #banking

المصدر: Fox Business
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المصدر: CNBC وكالة أنباء
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Why the historic U.S.-Japan intervention has failed to halt the yen's slide

Why the historic U.S.-Japan intervention has failed to halt the yen's slide

Japan's currency is currently trading around 159 per dollar, approaching the psychologically important 160 level. The reversal has come despite the unprecedented decision by Washington to join Tokyo in buying yen and pledges from both sides that further action could follow.

المصدر: CNBC
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المصدر: CNBC وكالة أنباء
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AI agents' 'alarming' hacking skills creates rush to spend on cybersecurity

AI agents' 'alarming' hacking skills creates rush to spend on cybersecurity

Recent spate of hacking incidents has placed attention onto AI cybersecurity. Spending on cybersecurity is expected to increase as capex on buildout increases

المصدر: CNBC
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المصدر: Seeking Alpha وكالة أنباء
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Polen 5Perspectives Large Growth Composite Portfolio Q2 2026 Commentary

Polen 5Perspectives Large Growth Composite Portfolio Q2 2026 Commentary

During the second quarter of 2026, the Polen 5Perspectives Large Growth Composite Portfolio returned 26.63% net of fees compared to the 16.74% return of the Russell 1000 Growth Index. The top contributors to relative performance in the period were Advanced Micro Devices, Intel, and Nebius Group. Consistent with recent history, the Portfolio continued to have its largest absolute exposure to the Technology sector and that exposure grew over the course of the quarter.

المصدر: Seeking Alpha
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المصدر: CNBC Television وكالة أنباء
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Fed will need to hike rates to tackle inflation, says Fmr. Trump Special Assistant Joe Lavorgna

Fed will need to hike rates to tackle inflation, says Fmr. Trump Special Assistant Joe Lavorgna

Former Trump Special Assistant Joe Lavorgna joins 'Fast Money' to talk why he believes the Federal Reserve will be forced to raise rates to combat inflation.

المصدر: CNBC Television
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المصدر: CNBC وكالة أنباء
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Cramer says ask yourself these 3 questions to figure out what's really happening in the market

Cramer says ask yourself these 3 questions to figure out what's really happening in the market

CNBC's Jim Cramer said investors can quickly gauge the market by focusing on three things: bonds, oil and Nvidia. He said they offer clues about interest rates, inflation and geopolitical risk and the health of the AI trade.

المصدر: CNBC
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المصدر: Investors Business Daily وكالة أنباء
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Stock Market Steps Back As Investors Eye CPI; Software Drags Nasdaq, But Asset Managers Jump

Stock Market Steps Back As Investors Eye CPI; Software Drags Nasdaq, But Asset Managers Jump

The stock market ends mildly lower Tuesday as the Nasdaq suffers a rare distribution day. Next up, July's report on consumer price inflation.

المصدر: Investors Business Daily
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المصدر: Invezz وكالة أنباء
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Dow falls 180 pts as oil rises on Hormuz fears; Nasdaq slips before CPI data

Dow falls 180 pts as oil rises on Hormuz fears; Nasdaq slips before CPI data

Wall Street ended lower on Tuesday as rising oil prices and renewed uncertainty over the Strait of Hormuz weighed on investor sentiment, while weakness in major technology stocks added pressure ahead of key US inflation data due later this week.

المصدر: Invezz
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