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Equipment Companies Will Collect While Hyperscalers Borrow

Equipment Companies Will Collect While Hyperscalers Borrow

The Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) offers targeted exposure to companies with strong free cash flow margins amid elevated AI-driven capex cycles. I anticipate COWG may outperform QQQ and SPY over the next twelve months, especially if the AI market experiences a pullback.

منبع: Seeking Alpha
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منبع: Bloomberg Markets and Finance خبرگزاری
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Steven Major Sees List of Factors in ‘Drip, Drip Higher' of Long-End Bonds

Steven Major Sees List of Factors in ‘Drip, Drip Higher' of Long-End Bonds

Steven Major, global macro advisor at Tradition Dubai, says, “the focus is Jackson Hole already” for the bond market as he examines the factors he sees contributing to the move higher in the long end of the yield curve. -------- More on Bloomberg Television and Markets Like this video?

منبع: Bloomberg Markets and Finance
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منبع: CNBC خبرگزاری
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Santoli: Earnings bonanza that lifted market to record may not be all that it appears to be

Santoli: Earnings bonanza that lifted market to record may not be all that it appears to be

The S&P 500 is up more than 6% in 12 trading days to record levels. Why the booming profits just reported could turn out to be a case of companies “over-earning.

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منبع: Invezz خبرگزاری
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Nasdaq futures rise 170 points: 5 things to know before Wall Street opens

Nasdaq futures rise 170 points: 5 things to know before Wall Street opens

US stock futures pointed to a tech-led start on Monday as investors returned from a third straight week of S&P 500 gains with another record in sight. Nasdaq 100 futures rose about 170 points or 0.6%, S&P 500 futures added 0.1% and Dow futures slipped around 0.1% in early trading.

منبع: Invezz
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منبع: Seeking Alpha خبرگزاری
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July CPI: Good News For The Fed, Mixed News For P&C Insurers

July CPI: Good News For The Fed, Mixed News For P&C Insurers

July headline CPI eased to 3.4%, but the insurance implications are less benign than the broader disinflation story suggests. Motor vehicle insurance prices fell 4.5% year over year while maintenance and repair costs increased 6.6%, creating a widening pricing-versus-claims-cost gap.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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The High Cost Of Small Change

The High Cost Of Small Change

Rising prices for industrial metals, like copper (HG1:COM), zinc (LMZSDS03:COM), and nickel (LN1:COM), have made the cost of producing some modern-day coinage unsustainable. The U.S. Mint already killed the penny last year due to the economics, with labor inflation and other overhead only adding to the costs.

منبع: Seeking Alpha
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منبع: Reuters خبرگزاری
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China's July oil throughput posts first month-on-month rise since Iran war

China's July oil throughput posts first month-on-month rise since Iran war

China's July crude oil throughput fell 15.8% from ‌a year earlier but edged up from June, marking the first month-on-month rise since the Iran war began in late February, data from the National Bureau of Statistics showed on Monday.

منبع: Reuters
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منبع: CNBC Television خبرگزاری
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Expect markets to grind higher into the end of the year, says Hightower's Stephanie Link

Expect markets to grind higher into the end of the year, says Hightower's Stephanie Link

Stephanie Link, Hightower chief investment strategist, joins 'Squawk Box' to discuss the latest market trends, state of the economy, and more.

منبع: CNBC Television
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