Piyasa Haberleri

En güncel finans ve ekonomi haberlerini, piyasa gelişmelerini, raporları ve analizleri PipVero’da takip edin.

Kaynak: Seeking Alpha Haber Ajansı
1 ay önce
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abrdn Healthcare Opportunities Fund Q2 2026 Commentary

abrdn Healthcare Opportunities Fund Q2 2026 Commentary

The equity portion of the abrdn Healthcare Opportunities Fund gained (gross of fees) and outperformed its benchmark. uniQure was the standout contributor as its shares re-rated dramatically after the FDA agreed that the three-year AMT-130 (gene therapy) data set in Huntington's disease could serve as the primary basis for a BLA under accelerated approval. Boston Scientific was among the largest detractors, weighed down by slower uptake of Watchman (device), faster-than-expected market share loss in electrophysiology and a reduced growth outlook.

Kaynak: Seeking Alpha
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Kaynak: Seeking Alpha Haber Ajansı
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Climbing A Wall Of Worry For All The Right Reasons

Climbing A Wall Of Worry For All The Right Reasons

Falling oil prices and less severe sanctions have eased inflation concerns, lowering interest rates and supporting bullish market momentum. Despite negative consumer sentiment, real-time spending data and strong service sector activity indicate accelerating economic growth, with a 3% GDP rate expected this quarter.

Kaynak: Seeking Alpha
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Kaynak: Market Watch Haber Ajansı
1 ay önce
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Consumer spending posts smallest increase in 14 months. Is the economy getting weaker?

Consumer spending posts smallest increase in 14 months. Is the economy getting weaker?

Consumer spending rose in July at the slowest pace in seven months, suggesting the U.S. economy lost a little steam after the end of the 2026 Word Cup and start of the third quarter.

Kaynak: Market Watch
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Kaynak: Seeking Alpha Haber Ajansı
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AI Demand's Big Test

AI Demand's Big Test

The AI boom will face a key litmus test today, with chip giant Nvidia (NVDA) slated to report earnings after the bell. The results are widely viewed as a barometer for AI demand, given that almost all the major tech firms rely on Nvidia's chips to power their data centers.

Kaynak: Seeking Alpha
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Kaynak: Seeking Alpha Haber Ajansı
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Ondas: The Growth Is Real, But So Is The Risk

Ondas: The Growth Is Real, But So Is The Risk

Ondas Inc. delivered record Q2 revenue, raised guidance, and demonstrated 85% organic growth, yet shares remain flat amid high short interest. ONDS's backlog surged to $757 million, with a two-year pipeline exceeding $11 billion, validating its acquisition-driven growth strategy and operational execution. Significant warrant liability and dilution risk, alongside declining margins and ongoing cash burn until Q4 2027, weigh on the stock's valuation.

Kaynak: Seeking Alpha
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Kaynak: CNBC International TV Haber Ajansı
1 ay önce
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A potential Democrat administration won't hurt Bitcoin: VanEck

A potential Democrat administration won't hurt Bitcoin: VanEck

VanEck's Matthew Sigel says Democrat's victory in the midterm elections would not hurt Bitcoin, but could be a problem for other cryptocurrencies. He says President Trump's support for Bitcoin, along with his family's stake in World Liberty Financial is positive for the U.S. economy because digital assets have the potential to unleash productivity gains.

Kaynak: CNBC International TV
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Kaynak: CNBC International TV Haber Ajansı
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Goldman Sachs expects Q3 earnings inflection for China's internet giants

Goldman Sachs expects Q3 earnings inflection for China's internet giants

Goldman Sachs' Kinger Lau sees a widening divide between China's sluggish consumer economy and its booming AI sector. He expects an earnings inflection for Hong Kong-listed internet giants in Q3 that could make investors more willing to pay for their AI potential, while geopolitical concerns remain relatively subdued.

Kaynak: CNBC International TV
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Kaynak: WSJ Haber Ajansı
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Kevin Warsh faces his biggest audience this week with one question hanging over him: Is inflation high because of one-off shocks such as tariffs and a war, or because the economy is running too hot?

Kevin Warsh faces his biggest audience this week with one question hanging over him: Is inflation high because of one-off shocks such as tariffs and a war, or because the economy is running too hot?

Kevin Warsh has kept his views on interest rates close to the vest, leaving investors and Fed officials to guess how he plans to tackle persistent inflation.

Kaynak: WSJ
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