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منبع: Seeking Alpha خبرگزاری
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I'm Bullish On AI But Not Every AI Stock

I'm Bullish On AI But Not Every AI Stock

S&P 500 earnings-revision breadth hit a four-year high, supporting my bullish outlook despite historically stretched market valuations. Amazon, Microsoft, Alphabet, and Meta could invest roughly $700–725 billion in AI infrastructure during 2026.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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Barings BDC: Resilience Makes The Discount Compelling

Barings BDC: Resilience Makes The Discount Compelling

Barings BDC offers a 13.5% dividend yield and trades at a discount to NAV, appealing to income-focused investors. BBDC's Q2 saw solid 108% dividend coverage, improved leverage, and manageable non-accruals, supporting near-term dividend safety. Despite a 12% year-over-year decline in total investment income, increased origination activity and resilient fundamentals support cautious optimism.

منبع: Seeking Alpha
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منبع: Deadline خبرگزاری
2 ماه پیش
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U.S. Lost 23,000 Jobs In July, But Entertainment Industry Saw An Uptick

U.S. Lost 23,000 Jobs In July, But Entertainment Industry Saw An Uptick

The U.S. economy lost 23,000 in July, while the unemployment rate fell slightly to 4.1%. The figures showed declines in local government education and retail trade, according to the figures from the Bureau of Labor Statistics. The job loss was unexpected, with analysts estimating a gain of as much as 100,000.

منبع: Deadline
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منبع: Bloomberg Markets and Finance خبرگزاری
2 ماه پیش
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US Loses 23,000 Jobs in July, Unemployment Rate Falls

US Loses 23,000 Jobs in July, Unemployment Rate Falls

US employers unexpectedly cut jobs in July and hiring over the previous two months was revised lower. 23,000 jobs were lost, the estimate was for a gain of 80,000 jobs.

منبع: Bloomberg Markets and Finance
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منبع: Schwab Network خبرگزاری
2 ماه پیش
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Markets Higher as Jobs Number Disappoints, Wage Growth Falls

Markets Higher as Jobs Number Disappoints, Wage Growth Falls

Stocks are higher Friday despite the U.S. losing jobs in July, as slowing average hourly wage growth and a drop in the unemployment rate to 4.1% offered potentially encouraging signs for the Fed's inflation fight. Kevin Hincks breaks down the jobs report, the latest headlines from Iran, Airbnb (ABNB) surging after earnings, and The Trade Desk (TTD) plunging following disappointing quarterly results and a weak outlook.

منبع: Schwab Network
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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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July Jobs Report: A Mixed Showing As Payrolls Decline But Employers Retain

July Jobs Report: A Mixed Showing As Payrolls Decline But Employers Retain

The Labor Department reported that payrolls declined 23K in July, well below expectations of growth of nearly 100K. Unemployment, on the other hand, declined to 4.1%.

منبع: Seeking Alpha
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منبع: Invezz خبرگزاری
2 ماه پیش
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Dow slips as Nasdaq jumps after weak jobs data cools Fed rate hike bets

Dow slips as Nasdaq jumps after weak jobs data cools Fed rate hike bets

US stocks were mixed on Friday after a weaker-than-expected July jobs report sharply reduced expectations of a Federal Reserve interest rate hike in September. The Dow Jones index fell about 0.11% or 60 points, while the S&P 500 gained 0.37%.

منبع: Invezz
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منبع: Reuters خبرگزاری
2 ماه پیش
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Japan's yen surges after US jobs data, traders wary of intervention risk

Japan's yen surges after US jobs data, traders wary of intervention risk

Traders are alert to the ​prospect of intervention just a few days after Japanese and U.S. authorities ‌jointly stepped into the foreign exchange markets.

منبع: Reuters
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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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July CPI Likely To Come 'Hot,' Could Accelerate The AI Bubble Burst

July CPI Likely To Come 'Hot,' Could Accelerate The AI Bubble Burst

The market expected another "mild" CPI report, but soft data points to a "hot" report. The Fed might be forced to hike in September, with more aggressive tightening policy to be priced in.

منبع: Seeking Alpha
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