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Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

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What Shapes Taiwan Semiconductor Manufacturing Company Limited (TSM) Brown Advisory Global Leaders Strategy’s Leading Contributor
Insider Monkey74d agoneutral
What Shapes Taiwan Semiconductor Manufacturing Company Limited (TSM) Brown Advisory Global Leaders Strategy’s Leading Contributor

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the first quarter of 2026 investor letter. A copy of the letter can be downloaded here. The strategy focused on delivering strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for […]

Navigating Microsoft Corporation (MSFT) Delivered Positive Results Against Market Skepticism
Insider Monkey74d agoneutral
Navigating Microsoft Corporation (MSFT) Delivered Positive Results Against Market Skepticism

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the first quarter of 2026 investor letter. A copy of the letter can be downloaded here. The strategy focused on delivering strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for […]

Role of Visa (V) in Agentic Commerce
Insider Monkey74d agoneutral
Role of Visa (V) in Agentic Commerce

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the first quarter of 2026 investor letter. A copy of the letter can be downloaded here. The strategy focused on delivering strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for […]

Here’s Why HDFC Bank Limited (HDB) Traded Lower in Q1
Insider Monkey74d agoneutral
Here’s Why HDFC Bank Limited (HDB) Traded Lower in Q1

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the first quarter of 2026 investor letter. A copy of the letter can be downloaded here. The strategy focused on delivering strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for […]

“AI Loser” Narrative Pressured Workday (WDAY) in Q1
Insider Monkey74d agoneutral
“AI Loser” Narrative Pressured Workday (WDAY) in Q1

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the first quarter of 2026 investor letter. A copy of the letter can be downloaded here. The strategy focused on delivering strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for […]

Ferguson Enterprises (FERG) Outperformed Amid an Adverse Macroeconomic Environment
Insider Monkey74d agobullish
Ferguson Enterprises (FERG) Outperformed Amid an Adverse Macroeconomic Environment

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the first quarter of 2026 investor letter. A copy of the letter can be downloaded here. The strategy focused on delivering strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for […]

ASML Holding N.V. (ASML) Gains from AI infrastructure Build Out
Insider Monkey74d agoneutral
ASML Holding N.V. (ASML) Gains from AI infrastructure Build Out

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the first quarter of 2026 investor letter. A copy of the letter can be downloaded here. The strategy focused on delivering strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for […]

What The Saylor Strategy Bitcoin Sale Really Means
99bitcoins74d agoneutral
What The Saylor Strategy Bitcoin Sale Really Means

In Bitcoin News today, Strategy sold 32 Bitcoins on June 3, 2026, receiving roughly $2.5M, and the market immediately treated it like a five-alarm fire, sending Bitcoin down 3.1% to $65,391 and erasing approximately $160Bn in total crypto market value within the week. The company, which holds 843,706 BTC worth ...

Bitcoin’s Break With Tech Widens After Strategy’s Sale Feeds Rout
Bloomberg74d agoneutral
Bitcoin’s Break With Tech Widens After Strategy’s Sale Feeds Rout

(Bloomberg) -- Bitcoin’s selloff extended into Wednesday after Strategy Inc.’s sale of a tiny portion of its massive cryptocurrency stockpile rattled sentiment and widened the token’s divergence from record-setting technology shares.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTrump Begins Rebuilding His Tariff Wall Citing Forced LaborCanada Dips Into Technical Recession for First Time Since 2020T

Bitcoin Price Crashes Below $66K on AI Boom, Peter Schiff Reiterates $20K Target
CoinGape74d agobearish
Bitcoin Price Crashes Below $66K on AI Boom, Peter Schiff Reiterates $20K Target

Bitcoin price plunged to $65,422 today, extending the ongoing crash to more than 20% within just a month. Critics such as ‘gold bug’ Peter Schiff reiterated his $20K prediction amid bearish sentiment. The crash comes as investor money pours into artificial intelligence plays, pulling capital away from the crypto market and amplifying fears of a

Is It Time To Reassess Strategy (MSTR) After A 64.9% One Year Share Price Fall?
Simply Wall St.74d agobearish
Is It Time To Reassess Strategy (MSTR) After A 64.9% One Year Share Price Fall?

If you are wondering whether Strategy's current share price reflects its true worth, this article walks through the key signals that matter for valuation. After a very strong multi year run where the stock is up a large amount over 3 years and 196.2% over 5 years, more recent moves have been weaker, with the share price down 14.9% over the last week, 23.2% over the last month, 13.4% year to date and 64.9% over the past year, based on a last close of US$136.08. Recent coverage of Strategy has...

Top economist issues stark warning as Bitcoin crashes
TheStreet75d agobearish
Top economist issues stark warning as Bitcoin crashes

Bitcoin's sell-off deepened on June 2, falling below $67,000 and dropping roughly 13% over the previous seven days, per TradingView. The slide followed Strategy's first Bitcoin sale in years, a long run of outflows from U.S. spot Bitcoin ETFs, and the movement of roughly $739 million worth of ...

Tesla bull drops blunt take on gold rival
TheStreet75d agobearish
Tesla bull drops blunt take on gold rival

Tesla bull Ross Gerber just took a sharp swing at Bitcoin (BTC). This comes at a time when "king crypto" has slipped below its $70,000 mark for the first time since April, while its rival, gold, continues to hold the fort in green. Gerber is the co-founder and CEO of Gerber Kawasaki Wealth ...