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منبع: Schwab Network خبرگزاری
2 ماه پیش
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Tuesday's Final Takeaways: Chips Rally, Middle East Peace Hopes Build

Tuesday's Final Takeaways: Chips Rally, Middle East Peace Hopes Build

Marley Kayden reminds investors that positive commentary from Treasury Secy. Bessent led to a premarket rally in stocks and potentially some relief in crude oil prices.

منبع: Schwab Network
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منبع: Market Watch خبرگزاری
2 ماه پیش
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Stocks face their weakest seasonal stretch. Why extreme investor pessimism could limit any selling.

Stocks face their weakest seasonal stretch. Why extreme investor pessimism could limit any selling.

U.S. stocks are entering what has historically been the weakest stretch of the year, but unusually bearish investor sentiment could help limit any pullback, according to Ned Davis Research.

منبع: Market Watch
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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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Grab: Sturdy GMV Acceleration Keeps Shares A 'Buy'

Grab: Sturdy GMV Acceleration Keeps Shares A 'Buy'

Grab offers a compelling opportunity as investors rotate into lagging names amid rising market dispersion. GRAB's Q2 results showed accelerating GMV and a post-earnings rebound, despite the stock being down over 25% YTD. I reiterate my "Buy" rating on GRAB, supported by upgraded FY26 guidance and improving growth at a reasonable valuation.

منبع: Seeking Alpha
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منبع: Market Watch خبرگزاری
2 ماه پیش
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Traders are using options to chase a runaway rebound in stocks, pushing the market even higher

Traders are using options to chase a runaway rebound in stocks, pushing the market even higher

Stocks have shot higher over the past four trading sessions, and investors who are worried about missing out are piling into bullish options bets just to try to keep up.

منبع: Market Watch
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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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Forget Trump, Warsh Is The Real Threat

Forget Trump, Warsh Is The Real Threat

Markets are misjudging risk by focusing on geopolitical noise; Kevin Warsh's hawkish Fed stance is the real threat to equities. Warsh's focus on balance sheet reduction and questioning of ample reserves could drive yields higher and unsettle markets.

منبع: Seeking Alpha
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منبع: WSJ خبرگزاری
2 ماه پیش
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U.S. Stocks Jump as Bessent Says Iran Deal May Be Days Away

U.S. Stocks Jump as Bessent Says Iran Deal May Be Days Away

U.S. stocks surged and oil fell sharply after Treasury Secretary Scott Bessent said the U.S. could reach a deal with Iran to reopen the Strait of Hormuz “today or tomorrow.”

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منبع: Bloomberg Markets and Finance خبرگزاری
2 ماه پیش
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Hackers Hit Bitcoin's Safest Hiding Place

Hackers Hit Bitcoin's Safest Hiding Place

Bloomberg's Lauren Tara LaCapra joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." Hackers have absconded with more than $100 million worth of Bitcoin from thousands of supposedly secure accounts in recent days, setting up another scandal for investors who have been repeatedly preyed upon by thieves in the sector.

منبع: Bloomberg Markets and Finance
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منبع: CNBC International TV خبرگزاری
2 ماه پیش
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Higher bond yields matter more than a weak yen for US stocks: Strategist

Higher bond yields matter more than a weak yen for US stocks: Strategist

Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, sees a “constant push and pull” in the U.S. bond market. Ultimately, he expects the Trump administration to keep the 10-year treasury yield “contained” below 5%.

منبع: CNBC International TV
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منبع: CNBC International TV خبرگزاری
2 ماه پیش
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China's open-source AI models will push the U.S. to compete at lower end of the value chain: AEI

China's open-source AI models will push the U.S. to compete at lower end of the value chain: AEI

American Enterprise Institute's Ryan Fedasiuk says that with China's leading labs open-sourcing, U.S. competing labs will have to follow suit by open sourcing degraded versions of their models. He also says that in the U.S.-China AI race, it's too early to label CXMT as a serious challenger to the big three.

منبع: CNBC International TV
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منبع: Seeking Alpha خبرگزاری
2 ماه پیش
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Comstock Resources: A Risky Investment Good For A Trade

Comstock Resources: A Risky Investment Good For A Trade

Comstock Resources, Inc. rates a Buy for aggressive investors seeking exposure to a potential year-end recovery in natural gas prices. CRK faces significant free cash flow deficits—projected at $200M–$250M per quarter—through at least year-end 2027 due to elevated Western Haynesville development costs. Operational improvements, including larger diameter wells and heat-resistant equipment, may gradually reduce drilling costs, but higher proppant loads will offset some savings.

منبع: Seeking Alpha
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