اخبار بازار

0 0 0

منبع: CNBC خبرگزاری

یک ماه پیش

عمومی اهمیت متوسط

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

0 0 0

منبع: Seeking Alpha خبرگزاری

یک ماه پیش

عمومی اهمیت متوسط

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

0 0 0

منبع: Seeking Alpha خبرگزاری

یک ماه پیش

عمومی اهمیت متوسط

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

0 0 0

منبع: Seeking Alpha خبرگزاری

یک ماه پیش

عمومی اهمیت متوسط

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

0 0 0

منبع: CNBC Television خبرگزاری

یک ماه پیش

عمومی اهمیت متوسط

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

0 0 0

منبع: Market Watch خبرگزاری

یک ماه پیش

عمومی اهمیت متوسط

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

0 0 0

منبع: Seeking Alpha خبرگزاری

یک ماه پیش

عمومی اهمیت متوسط

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

0 0 0

منبع: Seeking Alpha خبرگزاری

یک ماه پیش

عمومی اهمیت متوسط

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

0 0 0

منبع: Reuters خبرگزاری

یک ماه پیش

عمومی اهمیت متوسط

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

0 0 0

منبع: Bloomberg Technology خبرگزاری

یک ماه پیش

عمومی اهمیت متوسط

How Can China Win the AI Race Against the US?

As the US-China AI race intensifies, investors are weighing not only access to chips and capital, but which companies have competitive advantages that can endure for decades. Paulina McPadden, investment manager of International Concentrated Growth Strategy at Baillie Gifford, discusses why she “wouldn't want to bet against China” and the durable moats she sees at TSMC, SK Hynix and ASML.

منبع: Bloomberg Technology

0 0 0

منبع: Seeking Alpha خبرگزاری

یک ماه پیش

عمومی اهمیت متوسط

Anas Alhajji On Hormuz Risks, LNG, And SPR Myths

Alhajji says the key risk remains the Strait of Hormuz, explaining why most proposed bypass pipelines or canals are no longer practical due to drone threats and economics. Anas also suggests OPEC+ could instead coordinate the buildup of large strategic inventories in consuming countries away from geographic chokepoints.

منبع: Seeking Alpha

0 0 0

منبع: Kitco خبرگزاری

یک ماه پیش

عمومی اهمیت متوسط

Five catalysts combine to create ‘one of the more compelling upside setups we have seen in precious metals' – Citadel Securities' Rubner

The current market environment offers precious metals investors “one of the more compelling upside setups we have seen in precious metals in months,” according to Scott Rubner, Head of Equity and Equity Derivatives Strategy at Citadel Securities.Citadel Securities, the largest retail market maker in the United States, is now calling for structural exposure to gold for the first time in 2026, even as it sees enormous potential on the retain side for silver.

منبع: Kitco

0 0 0

منبع: Fox Business خبرگزاری

یک ماه پیش

عمومی اهمیت متوسط

Iran has figured THIS out: Former Energy secretary

Former Energy Secretary Dan Brouillette analyzes the impact of Strait of Hormuz tensions on global crude oil prices and discusses Bill Gates and Warren Buffett backing a new nuclear plant in Wyoming.

منبع: Fox Business

0 0 0

منبع: CNBC Television خبرگزاری

یک ماه پیش

عمومی اهمیت متوسط

Markets Midday: Oil Above $80 On Iran Deal Doubts, Stocks Mixed, Consumer Spending Rises 8-10-2026

The CNBC Business News Update with Peter Schacknow features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day.

منبع: CNBC Television

0 0 0