Market News

Latest financial and economic news and analysis

CNBC Television News Agency
1 hours ago•CNBC Television
General Medium Importance Neutral
Expect two rate hikes this year or early next year, says Roger Ferguson

Expect two rate hikes this year or early next year, says Roger Ferguson

Former Federal Reserve Vice Chairman and The Business Council Vice Chair Roger Ferguson joins 'Squawk Box' to discuss the Fed's interest rate outlook, Google's AI leadership shake-up, latest results from The Business Council's CEO confidence survey, and more.

Source: CNBC Television
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Invezz News Agency
1 hours ago•Invezz
General Medium Importance Neutral
Wall Street futures trade mixed today: 5 things to know before Wall Street opens

Wall Street futures trade mixed today: 5 things to know before Wall Street opens

US stock futures were mixed on Thursday as Wall Street's record-setting advance ran into a fresh test from the most crowded corner of the AI trade. Dow futures added 123 points or 0.3% and S&P 500 contracts were little changed, while Nasdaq 100 futures fell 133 points or 0.5% after Western Digital and SanDisk slid despite powerful earnings and sales growth.

Source: Invezz
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Seeking Alpha News Agency
1 hours ago•Seeking Alpha
General Medium Importance Neutral
Radian: P&C Results Cloud Q2 But Upside Remains

Radian: P&C Results Cloud Q2 But Upside Remains

Radian Group remains a “Buy,” supported by resilient mortgage insurance earnings and strong capital returns despite a Q2 earnings miss. RDN's diversification into specialty P&C (Inigo) introduces short-term margin pressure but is expected to improve long-term earnings resilience. Shareholder returns are robust, with a 2.6% dividend yield and accelerating buybacks, supported by healthy leverage and cash flow.

Source: Seeking Alpha
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Seeking Alpha News Agency
1 hours ago•Seeking Alpha
General Medium Importance Neutral
Radian Group: The Rare Time Diversification Does Not Pay Off (Rating Downgrade)

Radian Group: The Rare Time Diversification Does Not Pay Off (Rating Downgrade)

Radian Group completed its Inigo acquisition to diversify into specialty insurance, aiming for global multi-line exposure beyond US mortgage insurance. Q2 2026 earnings missed expectations due to $169.2 million in Inigo loss provisions tied to the Middle East conflict, creating near-term uncertainty. Mortgage insurance performance also weakened, with higher combined ratios and persistency rates falling to their lowest since Q3 2022.

Source: Seeking Alpha
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Seeking Alpha News Agency
3 hours ago•Seeking Alpha
General Medium Importance Neutral
TransMedics: Margins Down, Concentration Up, Trials Delayed

TransMedics: Margins Down, Concentration Up, Trials Delayed

Q2's headline beat was driven by low-margin logistics and pricing, not by more organs moving through the platform; service outgrew product by 16.4 pp. Revenue is increasingly concentrated in the liver (78% of organ revenue), while the heart barely grew, and the lung fell 42% year-over-year. The heart and lung growth catalysts, ENHANCE and DENOVO, are delayed, gated by FDA enrollment, and contribute minimally while dragging margins.

Source: Seeking Alpha
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