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Source: Seeking Alpha News Agency
4 days ago
General Medium Importance
Positioning For A Forth Quarter Rebound

Positioning For A Forth Quarter Rebound

Stocks and bonds rallied after the Fed's rate hike, with the 10-year Treasury yield retreating below 5% and oil prices easing inflation concerns. Continued improvement in oil and interest rates would provide a strong tailwind for Q3 earnings and potentially drive new all-time highs in major indexes.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
4 days ago
General Medium Importance AI Analyzed
The More The Fed Hikes, The More Income I Earn

The More The Fed Hikes, The More Income I Earn

While headline CPI sits at 3.4% driven by a +16% spike in energy, "supercore" CPI (excluding food, shelter, and energy) remains anchored near 2.0%. Despite Core CPI falling from a 6.6% peak down to 2.4% faster than during the 1990s disinflation cycle, hawkish policy rhetoric continues to raise the specter of additional rate hikes. With the 30-year Treasury yield elevated above 5%, corporate bonds and preferreds trade at deep dollar discounts driven purely by interest rate adjustments.

Source: Seeking Alpha
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Source: Reuters News Agency
4 days ago
General Medium Importance
Europe's AI firms, playing catch-up, challenge US calls for slowdown

Europe's AI firms, playing catch-up, challenge US calls for slowdown

Europe's leading AI company ​Mistral and others have accused US rivals of using safety concerns to entrench their dominance, rejecting Anthropic's calls for advanced developers to ‌slow down as Europe struggles to catch up.

Source: Reuters
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Source: Seeking Alpha News Agency
4 days ago
General Medium Importance
The S&P 500 Could Go Nowhere For A Decade

The S&P 500 Could Go Nowhere For A Decade

Relying on a 10% annual S&P 500 return is risky; historical averages mask long periods of stagnation or underperformance, especially after inflation. Recent market outperformance was driven by top-heavy AI-related growth, low inflation, and accommodative policy—conditions that may not persist.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
4 days ago
General Medium Importance AI Analyzed
Coherent: Margin Expansion Clears The Path For A Higher P/E

Coherent: Margin Expansion Clears The Path For A Higher P/E

Coherent is experiencing rapid growth driven by escalating AI data center buildouts and robust demand for AI infrastructure hardware. COHR reported record quarterly revenues of $2.05B, up 42% Y/Y, and expanding non-GAAP gross margins to a record 40.2% in the fourth fiscal quarter. Despite sector volatility, COHR trades at a forward P/E of only 21x, appearing undervalued given the strength and secularity of the underlying AI boom.

Source: Seeking Alpha
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Source: CNBC International TV News Agency
4 days ago
General Medium Importance
Fed should hold off on further rate hikes, says Moody's Analytics' Mark Zandi

Fed should hold off on further rate hikes, says Moody's Analytics' Mark Zandi

Moody's Analytics' Mark Zandi argues that the Federal Reserve should keep rates steady, saying higher borrowing costs will do little to counter inflation driven by supply shocks. He warns that further tightening risks weakening an already-soft non-AI economy, where job creation and wage growth are slowing.

Source: CNBC International TV
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Source: CNBC International TV News Agency
4 days ago
General Medium Importance
AI trade faces a "PR problem" despite strong fundamentals, says analyst

AI trade faces a "PR problem" despite strong fundamentals, says analyst

Paul Meeks of Freedom Capital Markets says AI's public-image problem could weigh on the trade through the U.S. midterms, even as earnings and spending signals remain robust. His chief concern is rising U.S. interest rates, which could raise funding costs for debt-reliant AI infrastructure builders and pressure long-duration tech valuations.

Source: CNBC International TV
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