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منبع: Reuters خبرگزاری
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Saudi Red Sea oil exports go dark as Houthi attack threat grows

Saudi Red Sea oil exports go dark as Houthi attack threat grows

Saudi crude exports from the Red Sea are increasingly vanishing ​from view as tankers switch off tracking signals to avoid attacks by Yemen's Iran-aligned Houthis, with analysts saying all ‌recent Yanbu loadings have been conducted "dark".

منبع: Reuters
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منبع: Seeking Alpha خبرگزاری
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Fluent: Low Valuation In A Growing Sector

Fluent: Low Valuation In A Growing Sector

Fluent is rated BUY, driven by strong 2Q26 results and secular growth in commerce media advertising. FLNT's commerce media solutions segment now dominates revenue, growing 90% YoY, with CMS gross margins expanding to 27%. Forward EV/Sales multiple of 0.7x is materially below sector median, despite management guiding for double-digit revenue growth and EBITDA profitability by 4Q26.

منبع: Seeking Alpha
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منبع: WSJ خبرگزاری
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منبع: Bloomberg Markets and Finance خبرگزاری
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Yardeni Says He Hasn't Been Bullish Enough on Earnings

Yardeni Says He Hasn't Been Bullish Enough on Earnings

Ed Yardeni, president of Yardeni Research, says earnings are driving the markets higher. He talks about raising his year-end forecast for the S&P 500 from 8,250 to 8,400.

منبع: Bloomberg Markets and Finance
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منبع: Seeking Alpha خبرگزاری
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Smithfield Q2: A Not So Meaty Outlook As Consumers Pull Back

Smithfield Q2: A Not So Meaty Outlook As Consumers Pull Back

In reporting its Q2, Smithfield Foods, Inc. pulled back its forecast to a more muted outlook, which includes expectations for flat sales for the year. The downgrade in guidance follows a more challenged operating environment that includes more selective consumer shopping patterns. Shares declined following the release, adding to losses of over 5% in the last five days.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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Global Payments: The Market Is Still Far Too Pessimistic

Global Payments: The Market Is Still Far Too Pessimistic

Global Payments remains a Strong Buy, with significant re-rating potential despite recent guidance cuts and macro headwinds. GPN continues to generate robust free cash flow, enabling aggressive buybacks, dividends, and progress toward its $7.5 billion shareholder return target by 2027. Post-Worldpay integration, GPN targets ~3.0x net leverage by 2027, with over 90% fixed-rate debt and a weighted average cost of ~4%.

منبع: Seeking Alpha
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منبع: New York Post خبرگزاری
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July inflation eases to 3.4% – likely keeping the Fed split on interest rates for now

July inflation eases to 3.4% – likely keeping the Fed split on interest rates for now

The Consumer Price Index rose 3.4% in July over the past 12 months, cooling slightly from 3.5% in June, the Bureau of Labor Statistics said Wednesday.

منبع: New York Post
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منبع: Seeking Alpha خبرگزاری
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My Argument Against A Fed Rate Hike

My Argument Against A Fed Rate Hike

Geopolitical tensions in the Strait of Hormuz and rising oil prices are elevating bond yields and weighing on equities. July's CPI is expected to show another decline in the annual inflation rate, likely supporting a positive market response and easing interest rates.

منبع: Seeking Alpha
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منبع: Market Watch خبرگزاری
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The $30 trillion Treasury market is facing a painful reckoning. How rising yields could squeeze your portfolio.

The $30 trillion Treasury market is facing a painful reckoning. How rising yields could squeeze your portfolio.

The roughly $30 trillion Treasury market — widely seen as the bedrock of the global financial system — is facing a dangerous reckoning driven by a perfect storm of rising risks.

منبع: Market Watch
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منبع: CNBC خبرگزاری
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Mortgage rates finally stop rising, causing demand to trickle back

Mortgage rates finally stop rising, causing demand to trickle back

The average contract interest rate for 30-year fixed-rate mortgages with conforming loan balances, $832,750 or less, decreased to 6.77% from 6.81% Applications to refinance a home loan rose 5% for the week but were 22% lower than the same week one year ago.

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منبع: CNBC خبرگزاری
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AI's costly buildout complicates the Fed's inflation fight

AI's costly buildout complicates the Fed's inflation fight

Silicon Valley leaders argue AI will eventually lower costs and boost productivity. For now, AI infrastructure spending is pushing up prices for electricity, chips, software and data-center capacity.

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