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منبع: Seeking Alpha خبرگزاری

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Credo: Don't Get Left Behind, AI Expansion Is Just Beginning

Quad 7 Capital suggested investors wait, especially for a buy sub-$200, which recently triggered, generating substantial short-term returns. Credo Technology is still viewed as a buy; core thesis is driven by its expanding role in AI infrastructure, leveraging serializer/de-serializer technology and the recent DustPhotonics acquisition to address high-speed, energy-efficient data transmission. CRDO's fiscal 2026 delivered records, crushing consensus and supporting robust forward growth expectations, but fiscal Q1 2027 will set the tone.

منبع: Seeking Alpha

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منبع: Market Watch خبرگزاری

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Fed Chair Kevin Warsh promises 2% inflation, but skyrocketing U.S. debt makes that a pipe dream

Uncle Sam needs inflation, not just economic growth, to escape today's debt crisis.

منبع: Market Watch

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منبع: Investopedia خبرگزاری

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Profits Haven't Grown Like This Since 2021. Wall Street Has More Than AI to Thank

The broadening earnings growth that has eluded investors for years may have finally arrived.

منبع: Investopedia

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منبع: FXEmpire خبرگزاری

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Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Soars 6% As Iran Demands Reparations

Oil markets gained strong upside momentum as U.S. – Iran negotiations failed.

منبع: FXEmpire

Official Partner ITBFX Start Trading

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منبع: Seeking Alpha خبرگزاری

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A Steel-Forged Materials Breakout

Materials was the best-performing S&P 500 sector last Friday, rising 1.52%. The sector's rally has broken out from its recent range, taking it to its highest level since 3/3/26 and just 2% below a new all-time high.

منبع: Seeking Alpha

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منبع: CNBC خبرگزاری

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Trump extends limited waiver of shipping law to keep oil flowing in U.S. amid Iran war

The Trump administration narrowed its waiver of the Jones Act while extending it for another 90 days. President Donald Trump's second extension of the waiver comes as the Iran war disrupts global oil markets and as U.S. midterm elections approach.

منبع: CNBC

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منبع: Seeking Alpha خبرگزاری

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Digital Advertising Industry Snapshot Q2 2026

Digital advertising industry decelerated slightly from 22.2% in 1Q'26 to 20.3% in 2Q'26. We will likely see further deceleration for the next couple of quarters given the tough comps (both 3Q'25 and 4Q'25 grew by 18.5% YoY, which were the highest growth quarters last year).

منبع: Seeking Alpha

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منبع: Seeking Alpha خبرگزاری

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The One Word That Best Describes The Current Market: Unsustainable

Current equity market highs mask deep economic and credit market cracks, with AI-driven capex obscuring underlying weakness. Hyperscaler AI infrastructure spending exceeds $700B for 2026, driving negative free cash flow and record debt issuance at firms like GOOG.

منبع: Seeking Alpha

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منبع: Seeking Alpha خبرگزاری

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Weight-Loss Drugs - How Are GLP-1s Redistributing Consumer Spending?

The recent increasing adoption of GLP-1 drugs has fundamentally changed the landscape of weight loss and health habits. The GLP-1 user population is moving away from nutritionally poor foods and towards higher protein, smaller portion, and nutrient-dense options.

منبع: Seeking Alpha

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منبع: CNBC Television خبرگزاری

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Wall Street firms raise stock target

The Investment Committee debate how to navigate a bullish environment where Wall Street firms raise stock targets.

منبع: CNBC Television

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منبع: Market Watch خبرگزاری

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2 charts showing just how insane the stock market's August ‘crash-up' has been so far

Many investors were caught flat-footed when stocks suddenly jerked higher late last month, as a dramatic July momentum unwind ended with a hint of optimism.

منبع: Market Watch

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منبع: Seeking Alpha خبرگزاری

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Ferguson Delivers Another Solid Quarter, Despite A Muted Macro

Ferguson Enterprises demonstrates robust performance, gaining market share and executing successful bolt-on M&A despite a muted construction environment. FERG's balanced exposure to residential and nonresidential markets, with strength in data centers and HVAC, supports resilient revenue and margin performance. Guidance was raised to mid-single-digit revenue growth and higher operating margin, excluding the FloWorks acquisition, which is expected to enhance the growth profile post-integration.

منبع: Seeking Alpha

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منبع: Seeking Alpha خبرگزاری

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Two Market Signals, One Story

Strong corporate earnings and rising government bond yields tell the same story: a structurally higher cost of capital calls for a different portfolio approach. U.S. Treasury yields fell as weak jobs data eased pressure for an immediate Fed rate rise.

منبع: Seeking Alpha

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منبع: Reuters خبرگزاری

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Trump extends Jones Act waiver for 90 days, narrows scope

President Donald Trump has extended for 90 days a waiver allowing foreign-flagged ships to transport oil and ‌other commodities between U.S. ports, but imposed new limits after shipbuilders and their allies in Congress argued the policy was undermining the domestic maritime industry, the White House said.

منبع: Reuters

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