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منبع: Seeking Alpha خبرگزاری
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Coherent: AI Demand Is Outrunning Its Factories

Coherent: AI Demand Is Outrunning Its Factories

Coherent's Q4 revenue reached a record $2.05 billion as Data Center revenue surged 66% and gross margin expanded to 40.2%. Fiscal 2027 is effectively sold out, while purchase orders extend into 2028 and LTAs reach through the decade. Six-inch InP delivers roughly four times the output at half the cost, creating simultaneous capacity and margin leverage.

منبع: Seeking Alpha
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منبع: Schwab Network خبرگزاری
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Sam Burns on Fed's Direction Amid Volatile Risks & TSLA, MSTR, SMCI Outlook

Sam Burns on Fed's Direction Amid Volatile Risks & TSLA, MSTR, SMCI Outlook

Mill Street Research's Sam Burns discusses why his firm's equity risk model remains neutral despite the S&P 500's (SPX) record highs. He points to slowing momentum in tech stocks, shifting market leadership, and risks tied to Fed expectations.

منبع: Schwab Network
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منبع: Bloomberg Technology خبرگزاری
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AI Stress Tester: Models Have Crossed a ‘Threshold of Competency'

AI Stress Tester: Models Have Crossed a ‘Threshold of Competency'

After AI models from OpenAI, Anthropic and others broke out of controlled tests and accessed real-world systems, new questions were raised about how they should be assessed before deployment. Those evaluations were run with Irregular, a startup hired to stress-test advanced AI models.

منبع: Bloomberg Technology
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منبع: Market Watch خبرگزاری
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Wall Street wants to turn sports betting into ETFs. Critics call it dangerous ‘nonsense.

Wall Street wants to turn sports betting into ETFs. Critics call it dangerous ‘nonsense.

The convergence of investing, trading and sports betting may be getting a major shot in the arm — or shot on goal — starting with 32 new exchange-traded funds.

منبع: Market Watch
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منبع: Schwab Network خبرگزاری
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Explaining U.S. Yields "Creep," Japan's Currency Woes & China's Tech Paradox

Explaining U.S. Yields "Creep," Japan's Currency Woes & China's Tech Paradox

@CharlesSchwab's Michelle Gibley walks investors through global market movers through Japan and the currency intervention keeping some on edge. She turns to China and economic data suggesting a slowing consumer and struggles to translate tech earnings into stronger profits.

منبع: Schwab Network
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منبع: Finbold خبرگزاری
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Banking giant picks assets to invest in as market risk increases

Banking giant picks assets to invest in as market risk increases

Bank of America is urging investors to rotate toward defensive assets as market risks increase, despite investor sentiment reaching one of its most bullish levels in recent years.

منبع: Finbold
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منبع: ETF Trends خبرگزاری
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Bitcoin: A Low-Volume Lull While the Macro Backdrop Is Quietly Turning

Bitcoin: A Low-Volume Lull While the Macro Backdrop Is Quietly Turning

Bitcoin remains caught in a summer lull. Daily volumes are running at $4B per day on trusted exchanges, with similarly subdued activity across equities and other risk assets.

منبع: ETF Trends
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منبع: CNBC خبرگزاری
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U.S. government debt yields are surging at a bad time. Here's what's behind the move

U.S. government debt yields are surging at a bad time. Here's what's behind the move

Government bond yields have been surging for nearly two months, escalating costs for the burgeoning U.S. debt level. The 30-year bond in particular is trading around its highest level since 2003 amid a slew of concerns.

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منبع: Bloomberg Markets and Finance خبرگزاری
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The AI Boom Hits the Bond Market

The AI Boom Hits the Bond Market

JP Morgan's Gabriela Santos says AI remains the biggest theme in global markets—but investors may be dangerously concentrated. She explains why recurring AI selloffs are inevitable, where investors can still find diversification, and how massive tech borrowing is quietly extending AI risk from stocks into bonds.

منبع: Bloomberg Markets and Finance
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منبع: Seeking Alpha خبرگزاری
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Fortune Brands: The Water Segment Turnaround Execution Remains A 'Show-Me' Story

Fortune Brands: The Water Segment Turnaround Execution Remains A 'Show-Me' Story

Fortune Brands Innovations is rated Hold due to execution issues in its Water segment and ongoing revenue weakness. FBIN's Q2 2026 adjusted EBIT and EPS benefited from an $81M tariff refund; underlying profits and EPS declined year-over-year when adjusted. Management expects Water segment service levels to normalize by year-end, but turnaround execution remains a 'show-me' story for investors.

منبع: Seeking Alpha
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