Piyasa Haberleri

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Kaynak: Seeking Alpha Haber Ajansı

1 ay önce

Genel Orta Önem

Transportadora de Gas del Sur: Vaca Muerta Infrastructure Creates A New Growth Platform

Transportadora de Gas del Sur is transitioning from a regulated utility to an integrated infrastructure platform, leveraging Vaca Muerta's growth across the value chain. Q2 2026 results highlight strong operating performance, robust cash flow, and segment growth, especially in liquids production and commercialization. Major projects—the $780M Perito Moreno expansion and the $3B Integrated NGL Project—are underpinned by long-term contracts, regulatory improvements, and strategic location advantages.

Kaynak: Seeking Alpha

Official Partner ITBFX Start Trading

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Kaynak: Bloomberg Markets and Finance Haber Ajansı

1 ay önce

Genel Orta Önem

Thoma Bravo Conceded 40 Deal Sweeteners in Debt Talks

Thoma Bravo executives gave ground to lenders, resulting in 40 creditor-friendly changes to the deal documents for Proofpoint, including tighter limits on future borrowing and regular check-in calls. Sridhar Natarajan has more on "Bloomberg Open Interest.

Kaynak: Bloomberg Markets and Finance

Official Partner ITBFX Start Trading

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Kaynak: Seeking Alpha Haber Ajansı

1 ay önce

Genel Orta Önem

Drop In Crude Oil Prices Fuels Markets

WTI crude oil falls to $82 range. Investors await Nvidia's earnings.

Kaynak: Seeking Alpha

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Kaynak: Schwab Network Haber Ajansı

1 ay önce

Genel Orta Önem

How 2026's Bull Market Differs from 2022 & Fed's Role to Maintain Run

Talley Leger is surprised to find himself more bullish than expected in 2026, highlighting a still-strong economy and neutral Fed to support his bullishness. He takes a "step back" perspective for investors and touches on how a Kevin Warsh-led FOMC opens the door for a deeper bull run.

Kaynak: Schwab Network

Official Partner ITBFX Start Trading

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Kaynak: WSJ Haber Ajansı

1 ay önce

Genel Orta Önem

U.S. Home Price Growth Rose in June

The S&P Cotality Case-Shiller National Home Price Index rose 1.5% in the 12 months through June, compared with a 1.2% increase in May.

Kaynak: WSJ

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Kaynak: Seeking Alpha Haber Ajansı

1 ay önce

Genel Orta Önem

Stride: Mispriced Growth Transition Could Actually Drive Significant Upside

Stride offers a compelling risk/reward profile, driven by robust Career Learning segment growth and an undervalued forward earnings multiple. Career Learning revenue surged 19.1% with 13.9% enrollment growth, offsetting General Education declines and shifting the business mix toward higher growth. With a strong balance sheet, a $500M buyback authorization, and a supportive funding environment, I see 38% upside to a $116 price target, rating LRN a Buy.

Kaynak: Seeking Alpha

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Kaynak: Schwab Network Haber Ajansı

1 ay önce

Genel Orta Önem

Crude Oil Falls Despite New Iran Sanctions, Brace for Tons of Inflation Data

Crude oil prices have trickled lower despite the U.S. placed new sanctions on Iran. Kevin Hincks explains what the set-up means for the macro outlook and tentative market moves.

Kaynak: Schwab Network

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Kaynak: Seeking Alpha Haber Ajansı

1 ay önce

Genel Orta Önem

The Entire AI Trade Hinges On One Number

Nvidia is the pivotal catalyst for the next phase of the AI trade, with its Q2 earnings beat magnitude set to determine sector direction. Investor skepticism has created an asymmetric risk-reward profile, favoring a sustained rally in AI stocks if Nvidia delivers a material earnings surprise.

Kaynak: Seeking Alpha

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Kaynak: Seeking Alpha Haber Ajansı

1 ay önce

Genel Orta Önem

The Market Is Cheap: The AI Revolution Has Created Plenty Of Bargains

The S&P 500 appears expensive on trailing P/E, but forward P/E and robust earnings growth—driven by AI—justify current valuations. Q2 showed that AI is already driving corporate earnings growth, while there is still a long runway for further investment in AI hardware infrastructure.

Kaynak: Seeking Alpha

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Kaynak: Seeking Alpha Haber Ajansı

1 ay önce

Genel Orta Önem

The Credit Market Lens: Narrowing The Visibility Gap In Defaults

Defaults are not created equal. As the credit cycle ages, default rates will remain central to assessing credit quality, but headline comparisons between public and private markets can be misleading.

Kaynak: Seeking Alpha

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Kaynak: Reuters Haber Ajansı

1 ay önce

Genel Orta Önem

Russia to extend diesel export ban through September, sources say

Russia is set to extend its diesel export ban through September as fuel shortages persist in the domestic market, with a number of ‌refineries still idle following repeated Ukrainian drone attacks, three industry sources told Reuters.

Kaynak: Reuters

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Kaynak: Bloomberg Markets and Finance Haber Ajansı

1 ay önce

Genel Orta Önem

Treasury Can Send Strong Signal to Market, Swiber Says

Meghan Swiber, managing director of US rates strategy at BofA Securities, says the US Treasury can cut issuance at the back end of the yield curve, which she says would send a more impactful message to the market. Swiber also talks about what Fed Chair Kevin Warsh may say at Jackson Hole later this week.

Kaynak: Bloomberg Markets and Finance

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Kaynak: Bloomberg Markets and Finance Haber Ajansı

1 ay önce

Genel Orta Önem

Treasury Move Just Another Way to a Weaker Dollar, Says SocGen's Juckes

Kit Juckes, chief FX strategist at Societe Generale, says the US Treasury's move to increase the purchases of long-dated bonds is “management of the market, rather than yet, something that you might call intervention of the bond market.” He speaks on “Bloomberg Surveillance.

Kaynak: Bloomberg Markets and Finance

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Kaynak: CNBC Television Haber Ajansı

1 ay önce

Genel Orta Önem

There are pockets of the market that look a lot more rational now, says BofA's Savita Subramanian

Savita Subramanian, Bank of America Securities head of U.S. equity and quantitative strategy, joins 'Squawk Box' to discuss the latest market trends, where investors can find opportunity right now, 2027 market outlook, and more.

Kaynak: CNBC Television

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