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Latest financial and economic news and analysis

Seeking Alpha News Agency
3 days agoSeeking Alpha
General Medium Importance Neutral
EWY: This Volatile Stock Market Is Now The Most Attractive

EWY: This Volatile Stock Market Is Now The Most Attractive

Korea, via the iShares MSCI South Korea ETF (EWY), now offers an attractive entry point after a severe deleveraging-driven selloff. Samsung and SK Hynix posted record operating profits and maintain strong forward growth, despite recent earnings volatility and consensus misses.

Source: Seeking Alpha
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Seeking Alpha News Agency
3 days agoSeeking Alpha
General Medium Importance Neutral
The Easy Way To Get The Inflation Rate To 2%

The Easy Way To Get The Inflation Rate To 2%

Chairman Warsh reaffirms the Fed's unwavering commitment to a 2% inflation target, using Core PCE as the primary measure for now. Despite alternative inflation gauges like Trimmed Mean PCE showing lower rates, the Fed should resist changing its preferred metric mid-cycle.

Source: Seeking Alpha
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Seeking Alpha News Agency
3 days agoSeeking Alpha
General Medium Importance Neutral
thyssenkrupp: The Conglomerate Discount Is Being Distributed Back To Shareholders

thyssenkrupp: The Conglomerate Discount Is Being Distributed Back To Shareholders

thyssenkrupp A G is transforming from a conglomerate into a financial holding company, unlocking value through spin-offs and direct shareholder participation. Q2 results show margin expansion and operating leverage, with adjusted EBIT rising to €198 million despite weak sales and ongoing restructuring costs. Spin-offs like TKMS and tk accelis establish transparent market values, enabling direct and indirect shareholder exposure while addressing the conglomerate discount.

Source: Seeking Alpha
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Seeking Alpha News Agency
3 days agoSeeking Alpha
General Medium Importance Neutral
Mission Deflation: China, Chips, And The AI Price War

Mission Deflation: China, Chips, And The AI Price War

Alibaba Group Holding Limited may be the clearest public-market winner from China's AI price war, using Qwen to attract developers while monetizing the real prize: Alibaba Cloud, distribution, and ecosystem scale. DeepSeek, Qwen3.8-Max, and other Chinese models are collapsing the cost of intelligence and redrawing the global price-performance frontier, leaving mid-tier models trapped between 'not smart enough' and 'not cheap enough.

Source: Seeking Alpha
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Seeking Alpha News Agency
3 days agoSeeking Alpha
General Medium Importance Neutral
The AI Bubble Burst To Resume: Sell The Rally

The AI Bubble Burst To Resume: Sell The Rally

The recent bounce is likely short-covering of AI losers in the aftermath of the Situation Awareness blowup, aided by temporary falling oil prices. The LLM Token Expenditures Index continues to fall, now 41% below the peak, and this will be reflected in Q3 earnings for hyperscalers.

Source: Seeking Alpha
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Fox Business News Agency
4 months agoFox Business
General Medium Importance Neutral
‘TONE-DEAF:' QI Research CEO says the Fed isn't ‘listening to small businesses'

‘TONE-DEAF:' QI Research CEO says the Fed isn't ‘listening to small businesses'

QI Research CEO Danielle DiMartino Booth discusses the Federal Reserve's stance amid receding inflation fears and declining bond yields on ‘Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #economy #federalreserve #fed #inflation #bonds #interestrates #finance #markets #business #smallbusiness #economic #policy #government #politics #political #politicalnews #danielledimartinobooth #money #investing

Source: Fox Business
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CNBC News Agency
4 months agoCNBC
General Medium Importance Neutral
Jim Cramer says the market's rally is a peek into what stocks are worth buying

Jim Cramer says the market's rally is a peek into what stocks are worth buying

CNBC's Jim Cramer said Wednesday's rally revealed to investors what companies are worth buying and which to avoid. Cramer pointed to Sherwin-Williams, Caterpillar, Home Depot and Goldman Sachs as some of the Dow's biggest gainers in Wednesday's session.

Source: CNBC
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Investors Business Daily News Agency
4 months agoInvestors Business Daily
General Medium Importance Neutral
Stock Indexes Mark New Bullish Move; These Leaders Rally

Stock Indexes Mark New Bullish Move; These Leaders Rally

One of the strongest single-session gains by the stock market in months arrived Wednesday. Investors clearly showed relief that the U.S. would take at least two weeks to consider a peace plan with decades-long enemy Iran.

Source: Investors Business Daily
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