
Very skeptical on Oman-Iran deal regarding the Strait of Hormuz, says Energy Aspects' Amrita Sen
Energy Aspects' Amrita Sen discusses the latest news regarding the Strait of Hormuz.
En güncel finans ve ekonomi haberlerini, piyasa gelişmelerini, raporları ve analizleri PipVero’da takip edin.

Energy Aspects' Amrita Sen discusses the latest news regarding the Strait of Hormuz.

Commodities trader Gunvor is in talks to buy U.S. natural gas-producing assets from private energy firm Silver Hill Energy Partners, expanding efforts to build an integrated shale gas production and marketing business, four sources told Reuters on Tuesday.

Canada announces retaliatory tariffs up to 50% on U.S. goods following President Donald Trump's threats. Premier Doug Ford and Finance Minister François-Philippe Champagne respond.

Software stocks have recently outperformed semiconductor stocks, but long-term risks and narratives differ across both sectors. Nvidia Corporation and Microsoft Corporation are both AI-driven, but NVDA faces custom ASIC risk, while MSFT's growth is tied to Azure and custom chips.

There's an old Wall Street adage: Stocks float on a sea of bonds. Options traders are betting the tide is going out.

OpenAI's in-house inference chip, Jalapeño, developed with Broadcom, outperformed Nvidia's Blackwell on perf/W in multiple scenarios per SemiAnalysis benchmarks. Dick's Sporting Goods stock plunged after Q2 earnings miss and a cautious full-year outlook, citing increased promotional activity in athletic footwear and apparel.

Backlash over a Halloween costume sold by Target spilled into the retailer's shares on Tuesday, drawing fresh attention to a string of similar controversies that have plagued global brands over cultural missteps.

Newly released government documents raise questions about what the public was told about health risks after 2023 Norfolk Southern derailment of a train carrying chemicals.

Strong earnings growth over the past few quarters has helped lift U.S. stocks into record territory. Now, rising Treasury yields are threatening to temporarily derail the rally.

Stanley Druckenmiller, the billionaire investor who mentored US Treasury Secretary Scott Bessent in his early career as a hedge fund trader, suggested his former pupil is making a mistake by wading into the bond market. Bessent has recently pledged to increase the Treasury's purchases of long-dated bonds, a move widely seen as an attempt to push down yields in the world's most important debt market.

S&P 500 profit growth is highly concentrated in energy and AI infrastructure, with most other sectors showing significantly weaker fundamentals. Valuations remain at extreme historical levels, raising caution amid tepid GDP growth, weak consumer demand, and potential AI bubble risks.

Bitcoin miners are pivoting to AI data center operations, securing long-term contracts and reducing revenue volatility tied to BTC price swings. Sector leaders like TeraWulf and Core Scientific have signed multi-billion dollar AI compute contracts, with projections that AI services could reach 70% of revenue by 2026.

Bitcoin price tests $80,000 as Treasury-fueled rally continues. Analyst sets new bitcoin target.

Billionaire investor Stanley Druckenmiller cast doubt on whether the Treasury Department's recent bond market maneuvers will be successful. In a published op-ed, Druckenmiller said Treasury Secretary Scott Bessent's efforts may not only fail to bring down government bond yields, but also damage the department's credibility.

For many of the past several years, investor enthusiasm has been concentrated in a narrow group of AI-related and technology stocks. As liquidity conditions tighten and speculation begins to recede, broader market fundamentals are gaining importance.