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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Update On PICK: Reiterating The Buy Recommendation

Update On PICK: Reiterating The Buy Recommendation

I reiterate my Buy recommendation on the iShares MSCI Global Metals & Mining Producers ETF, which remains in a long-term bullish trend near record highs. Industrial metals prices, especially copper, zinc, tin, and steel, have posted strong double-digit gains in 2026, driving profitability for mining companies held in PICK. PICK offers diversified exposure to leading global mining firms, with robust liquidity, a 2% yield, and a 0.39% management fee.

Kaynak: Seeking Alpha
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Kaynak: Seeking Alpha Haber Ajansı
1 ay önce
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More 'Naked Swimmers' Will Continue To Emerge As The Tide Recedes

More 'Naked Swimmers' Will Continue To Emerge As The Tide Recedes

Markets continue to trade near record highs even as bond yields have hit their highest levels since 2007 and energy prices remain elevated. Private credit markets are deteriorating, with record default rates and redemption gates at major funds like Apollo (APO) and Blackstone (BX), raising systemic risk.

Kaynak: Seeking Alpha
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Kaynak: Schwab Network Haber Ajansı
1 ay önce
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SPX & Russell 1000 Levels to Watch as Fed, Treasury Yields Add Uncertainty

SPX & Russell 1000 Levels to Watch as Fed, Treasury Yields Add Uncertainty

U.S. Treasury Secretary Scott Bessent is "pulling levers" in the bond market by doubling liquidity in longer-duration bonds, says @CharlesSchwab's Collin Martin. He considers the move a short-term fix to push back bond volatility.

Kaynak: Schwab Network
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Kaynak: Seeking Alpha Haber Ajansı
1 ay önce
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Archer-Daniels-Midland: A Toll Collector Crushing Q2 Like Its Seed Oils

Archer-Daniels-Midland: A Toll Collector Crushing Q2 Like Its Seed Oils

Archer-Daniels-Midland is rated a buy, supported by its dominant infrastructure and toll-collector role in global food and energy supply chains. ADM's ag services and oilseeds segment drove 129% year-on-year operating profit growth, underlining its competitive moat and scale advantages. EPA's Renewable Fuel Standard mandates create a structural demand floor for ADM's biofuel-linked businesses, catalyzing robust forward earnings growth.

Kaynak: Seeking Alpha
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Kaynak: Fox Business Haber Ajansı
1 ay önce
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VACCINE BREAKTHROUGH: Personalized cancer treatment takes major leap

VACCINE BREAKTHROUGH: Personalized cancer treatment takes major leap

Moderna CEO Stéphane Bancel joins ‘Mornings with Maria' to discuss the company's landmark cancer vaccine partnership with Merck. Bancel details the promising Phase 3 melanoma trial results and outlines Moderna's latest financial growth outlook.

Kaynak: Fox Business
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Kaynak: CNBC Television Haber Ajansı
1 ay önce
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The 10-year bond yield is simply back to normal, says Ed Yardeni

The 10-year bond yield is simply back to normal, says Ed Yardeni

Ed Yardeni, Yardeni Research president, joins 'Squawk on the Street' to discuss the Treasury doubling the size of bond buybacks, the Treasury announcing it could use its General Account to help fund purchases of government bonds, and more.

Kaynak: CNBC Television
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Kaynak: Seeking Alpha Haber Ajansı
1 ay önce
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Orion180 Insurance Group Grows Into U.S. IPO Plan

Orion180 Insurance Group Grows Into U.S. IPO Plan

Orion180 Insurance Group is a quickly growing hybrid insurer and MGA, targeting the residential E&S market across 14 U.S. states. OIG has demonstrated strong consolidated profitability, robust revenue growth, and impressive cash generation, but underwriting performance remains challenged with combined ratios above 100%. The company's growth strategy focuses on geographic and product diversification, private flood expansion, and reducing concentration risk, while maintaining a capital-light model via reinsurance.

Kaynak: Seeking Alpha
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Kaynak: Seeking Alpha Haber Ajansı
1 ay önce
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Digi International: Record Quarterly Results From Accretive Acquistions

Digi International: Record Quarterly Results From Accretive Acquistions

Digi International is capitalizing on IIOT growth, focusing on mission-critical industrial applications and higher-margin service offerings. DGII's revenue mix is shifting toward services, now 36%, as product revenue declines and end-to-end solutions gain traction. Strong 3QFY26 results beat consensus on both revenue and EPS, with broad-based growth and robust demand from data center clients.

Kaynak: Seeking Alpha
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