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

منبع: CNBC International TV خبرگزاری
2 ماه پیش
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Analyst on hyperscalers' earnings potential

Analyst on hyperscalers' earnings potential

Moor Insights & Strategy's Patrick Moorhead says that while some investor sre jumping on the AI wave and making quick bets on hyperscalers, firms like Microsoft and Azure are actually generating profits.

منبع: CNBC International TV
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منبع: Invezz خبرگزاری
2 ماه پیش
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Dow hits record high as Nvidia rallies, S&P 500 slips from fresh peak

Dow hits record high as Nvidia rallies, S&P 500 slips from fresh peak

The Dow Jones Industrial Average closed at another record high on Wednesday, outperforming the broader market as gains in Nvidia and strong corporate earnings offset weakness in several major technology stocks. The S&P 500 and Nasdaq Composite ended lower after pulling back from intraday highs, with investors digesting mixed earnings reports and fresh economic data while monitoring developments in the Middle East.

منبع: Invezz
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منبع: CNBC خبرگزاری
2 ماه پیش
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Fed Governor Cook says she's 'prepared to act' on rate hike to address inflation

Fed Governor Cook says she's 'prepared to act' on rate hike to address inflation

Fed Governor Lisa Cook said Wednesday that inflation is still too high and she is "prepared to act" on an interest rate hike. Cook voted with the majority last week to hold rates steady but said that may no longer be possible unless there are sure signs ahead that inflation is easing.

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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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Toast: Don't Let Valuation Get Out Of Control, Trim Here (Downgrade)

Toast: Don't Let Valuation Get Out Of Control, Trim Here (Downgrade)

Toast has surged ~50% from YTD lows, prompting a downgrade to neutral as valuation now appears stretched. TOST's Q2 results were strong: 23% y/y revenue growth, 28% subscription growth, and improving gross margins via AI-driven efficiencies. Despite robust ARR and GPV growth, macro headwinds in the restaurant sector and intensifying competition temper forward expectations.

منبع: Seeking Alpha
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منبع: CNBC خبرگزاری
2 ماه پیش
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As Warsh and the Fed contemplate fewer meetings, markets brace for potential volatility ahead

As Warsh and the Fed contemplate fewer meetings, markets brace for potential volatility ahead

Fed Chairman Kevin Warsh has floated the idea of holding fewer policy meetings than the current eight. The plan would further the strategy of reducing the central bank's communications to financial markets, causing some to worry about the chances of heightened volatility.

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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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Fidus Investment: Too Expensive To Buy Before Earnings (Earnings Preview)

Fidus Investment: Too Expensive To Buy Before Earnings (Earnings Preview)

FDUS remains a hold as recent price appreciation limits upside, despite strong Q1 results and robust dividend coverage. FDUS's portfolio is well-structured, with a significant first-lien debt focus and resilient software/IT exposure, supported by high switching costs and sponsor backing. NII growth of 22.5%, 151% regular DPS coverage, and minimal non-accruals underscore FDUS's superior performance versus BDC peers.

منبع: Seeking Alpha
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منبع: Fox Business خبرگزاری
2 ماه پیش
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Market expert eyes the ‘BIGGEST RISK LURKING OUT THERE'

Market expert eyes the ‘BIGGEST RISK LURKING OUT THERE'

'The Big Money Show' panel analyzes the stock market as Eli Lilly surges on raised guidance and the S&P 500 eyes a record close. The panel also debates SpaceX spending concerns and rising Treasury yields.

منبع: Fox Business
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