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المصدر: Seeking Alpha وكالة أنباء
قبل 2 شهر
عام أهمية متوسطة
Artisan Global Discovery Fund Q2 2026 Portfolio Activity

Artisan Global Discovery Fund Q2 2026 Portfolio Activity

During the quarter, we initiated new positions in Entegris, Cellebrite and C.H. Robinson. In addition to Lattice Semiconductor and Babcock, we added to Games Workshop Group, Tradeweb Markets and Teledyne Technologies during the quarter. In addition to ROBLOX, we ended our investment campaigns in Colliers International and MongoDB.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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عام أهمية متوسطة
MetLife's Q2 Earnings Beat Reaffirms The Buy Case As Organic Growth Stands Out

MetLife's Q2 Earnings Beat Reaffirms The Buy Case As Organic Growth Stands Out

MetLife, Inc. is reaffirmed as a Buy, with quality fundamentals, strong organic growth, and a resilient dividend profile supporting continued bullish momentum. MET's diversified business model, including investment management and group benefits, drives organic growth across multiple segments despite modest profit margin expansion. The balance sheet boasts A-level credit ratings and modest leverage, but significant fixed-income exposure introduces interest rate risk, warranting ongoing monitoring.

المصدر: Seeking Alpha
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Official Partner ITBFX Start Trading
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المصدر: Seeking Alpha وكالة أنباء
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عام أهمية متوسطة
Oakmark International Strategy Q2 2026 Portfolio Update

Oakmark International Strategy Q2 2026 Portfolio Update

Oakmark International Strategy portfolio's return was 8.28% (net) for the reporting period vs. MSCI World ex USA Index that returned 10.22% for the same period. Contributors in the quarter were Samsung Electronics Pfd, adidas and BNP Paribas. Detractors in the quarter were BMW, Alibaba Group and SAP.

المصدر: Seeking Alpha
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المصدر: Seeking Alpha وكالة أنباء
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عام أهمية متوسطة
Final Call Before The AI Rally Leaves Without You

Final Call Before The AI Rally Leaves Without You

Nvidia Corporation is regaining momentum, with its stock poised to reclaim all-time highs amid robust AI and semiconductor sector tailwinds. Valuations for the tech sector, Mag 7, and semiconductors remain well below 2025 peaks, supporting a bullish outlook for further upside.

المصدر: Seeking Alpha
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المصدر: Reuters وكالة أنباء
قبل 2 شهر
عام أهمية متوسطة
Furious pace of AI investment on some Fed officials' radar now

Furious pace of AI investment on some Fed officials' radar now

Federal Reserve officials are beginning to mull whether the frenzied investment driving the ​buildout of the artificial intelligence sector is getting out of hand and creating risks for the financial sector.

المصدر: Reuters
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المصدر: Reuters وكالة أنباء
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عام أهمية متوسطة
Deutsche hires Liu from Bank of America as global head of TMT, sources say

Deutsche hires Liu from Bank of America as global head of TMT, sources say

Deutsche Bank has hired a former top ​Bank of America technology banker as its ‌global head of Technology, Media & Telecommunications, sources familiar with the matter told Reuters.

المصدر: Reuters
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المصدر: Zacks Investment Research وكالة أنباء
قبل 2 شهر
عام أهمية متوسطة
CTO Realty (CTO) Moves to Strong Buy: Rationale Behind the Upgrade

CTO Realty (CTO) Moves to Strong Buy: Rationale Behind the Upgrade

CTO Realty (CTO) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

المصدر: Zacks Investment Research
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المصدر: Bloomberg Markets and Finance وكالة أنباء
قبل 2 شهر
عام أهمية متوسطة
Iran-Oman Deal to Open Strait of Hormuz Is in Final Stages

Iran-Oman Deal to Open Strait of Hormuz Is in Final Stages

An Iran-Oman deal to partially reopen the Strait of Hormuz is in the final stages, with an understanding in principle reached on almost all issues, including maritime traffic entry and exit routes. Bloomberg News Reporter Dan Williams discusses the latest developments from conflict in the Middle East.

المصدر: Bloomberg Markets and Finance
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