اخبار بازار

آخرین اخبار مالی و اقتصادی، تحولات بازار، گزارش‌ها و تحلیل‌های بازارهای مالی را در PipVero دنبال کنید.

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Unusual Machines Q2: The Valuation Still Requires A Lot

Unusual Machines Q2: The Valuation Still Requires A Lot

Unusual Machines delivered Q2 revenue of $16.7M, doubling sequentially and up 687% YoY, with gross margin rising to 34.7%. UMAC's valuation remains stretched at $27, requiring belief in rapid scaling to several hundred million in revenue and eventual profitability. Q3 revenue is expected to decline sequentially to $12–14M due to supply chain and production issues, but Q4 is guided to recover to $25M.

منبع: Seeking Alpha
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منبع: Schwab Network خبرگزاری
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Rate Hikes "Won't Derail" Stock Market & Crypto's Midterm Elections Catalyst

Rate Hikes "Won't Derail" Stock Market & Crypto's Midterm Elections Catalyst

PPI continued the trend CPI by signaling inflation is cooling. @CharlesSchwab's Kevin Gordon expects the Fed to hold interest rates in its next meeting with current data in mind.

منبع: Schwab Network
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منبع: Bloomberg Markets and Finance خبرگزاری
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US PPI Cools More Than Expected, Easing Pressure on Fed

US PPI Cools More Than Expected, Easing Pressure on Fed

US wholesale inflation decelerated in July by more than estimated as energy and food costs fell, likely giving the Federal Reserve more time to assess price pressures at upcoming meetings. Initial jobless claims rose by 9,000 in the week ending August 9.

منبع: Bloomberg Markets and Finance
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منبع: CNBC Television خبرگزاری
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Morning Call Sheet: AI price wars collide with cooling inflation

Morning Call Sheet: AI price wars collide with cooling inflation

Steve Grasso, CEO of Grasso Global, Peter Tchir, Head of Macro Strategy at Academy Securities, and Jose Torres, Senior Economist at Interactive Brokers, discuss AI price wars, cooling inflation, Fed cuts and geopolitical risks.

منبع: CNBC Television
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منبع: Seeking Alpha خبرگزاری
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Union Bankshares: An Attractive Local Vermont Bank Offering A 6% Dividend Yield

Union Bankshares: An Attractive Local Vermont Bank Offering A 6% Dividend Yield

Union Bankshares delivers robust financial results, driven by double-digit EPS growth and disciplined loan loss provisioning. UNB trades at 1.3–1.35x tangible book and ~10x earnings, supported by a rising book value and strong credit quality. The loan book is heavily real estate-backed, with low provisioning (0.75% of loans) and manageable past-due exposure.

منبع: Seeking Alpha
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منبع: Bloomberg Markets and Finance خبرگزاری
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Dan Ives Talks New Moves in the AI Revolution

Dan Ives Talks New Moves in the AI Revolution

After leaving Wedbush, Dan Ives has launched a new merchant bank that he says will deliver the same research he's known for, but with people who want to innovate and grow in this "Fourth Industrial Revolution." The wide-ranging conversation touches on AI skepticism, China's role in the AI industry, and why he sees the AI industry going to heights that we may not yet be able to see.

منبع: Bloomberg Markets and Finance
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South Korea - Reiterating AI Warning Despite Good Performance

South Korea - Reiterating AI Warning Despite Good Performance

South Korea's equity market, especially KOSPI and EWY, remains highly leveraged and vulnerable to sharp downside despite ongoing AI-driven bullish sentiment. Leverage in Korean AI/memory stocks has increased since March, amplifying risks of forced selling and market dislocation, as seen in the July crash.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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CPI Vs. PPI: NDX And NDX Option Data To Know Ahead Of This Week's Inflation Reports

CPI Vs. PPI: NDX And NDX Option Data To Know Ahead Of This Week's Inflation Reports

The Fed recently indicated that inflation is in focus, and future unexpected rate hikes may be required if inflationary pressures resurface. We like to treat major economic numbers as earnings announcements for the overall equity markets and especially the Nasdaq-100, which is typically more sensitive to economic numbers than other major market indices.

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Kaplan on Rate Hikes, Warsh at Jackson Hole

Kaplan on Rate Hikes, Warsh at Jackson Hole

Former Dallas Fed President and Goldman Sachs Vice Chair Robert Kaplan says the Federal Reserve was right to hold rates in July. He also says Fed Chairman Kevin Warsh needs to give some more details about policy when he speaks in Jackson Hole.

منبع: Bloomberg Markets and Finance
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منبع: Bloomberg Markets and Finance خبرگزاری
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Trump Uses AI to Stop China's Transshipment Network

Trump Uses AI to Stop China's Transshipment Network

White House trade adviser Peter Navarro says the Trump administration is using artificial intelligence to crack down on countries that are helping China avoid tariffs imposed on them by the US. He says more than 40 countries are part of China's transshipment network.

منبع: Bloomberg Markets and Finance
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Amos Hochstein on the Iran war's impact on energy: Oil prices are not reflecting reality

Amos Hochstein on the Iran war's impact on energy: Oil prices are not reflecting reality

Amos Hochstein, TWG Global managing partner and former Biden White House senior advisor, joins 'Squawk Box' to discuss the latest developments in the U.S.-Iran war, impact on the energy markets, who has control over the Strait of Hormuz, and more.

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منبع: Schwab Network خبرگزاری
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PPI Follows CPI Trend of Cooling Inflation: What Does it Mean for Fed?

PPI Follows CPI Trend of Cooling Inflation: What Does it Mean for Fed?

More reprieve for investors worried about inflation hit the tape Thursday morning when PPI came in cooler than expected. Kevin Hincks takes a deep dive into the report and points to key metrics signaling that inflation is cooling and lowering the chances for an interest rate hike from the Fed.

منبع: Schwab Network
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