Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Shares of Galaxy Digital (NASDAQ: GLXY) surged higher on June 8 after CEO Mike Novogratz detailed the firm's AI data center plans over the weekend. Galaxy Digital is a diversified financial services and infrastructure firm founded by former Goldman Sachs partner Novogratz in 2018, listed on ...
<body><p>STORY: U.S. stocks ended mostly higher Monday boosted by shares of chip companies.</p><p>While the Dow fell slightly, the S&P 500 added three tenths of one percent and the Nasdaq climbed about nine tenths.</p><p>:: Intel</p><p>Intel shares jumped 11% after news website The Information reported that Alphabet's Google had placed an order to manufacture more than 3 million tensor processing units in 2028.</p><p>:: Marvell Technology</p><p>And shares of Marvell Tech rose 9.5% after S&P announced that the company would be added to the S&P 500 index later this month.</p><p>Also, Iran and Israel said they had halted attacks on each other.</p><p>This came after an appeal from U.S. President Donald Trump that they immediately "stop shooting." </p><p>The attacks over 24 hours were the most direct confrontation between Iran and Israel since an April ceasefire in the war.</p><p>Justin Livengood, senior portfolio manager with Invesco, says he thinks regardless of when there is an end to the conflict in the Middle East, energy prices could stay higher, which could lead the Federal Reserve to raise interest rates.</p><p>“Inflation's been drifting up in general the last six to nine months, not just for oil prices but even for core elements. And that's a concern. I think that concern persists as oil and natural gas prices linger higher. And the longer that persists, the more likely we are to have a Fed feel they need to raise rates late this year. I certainly feel that right now the base case for the Fed is a hike, not a cut, as their next move. And I think with each week and month that this Middle East conflict continues. The odds of that hike get pulled forward.” </p><p>:: Apple</p><p>Other stocks on the move included Apple which dropped almost 2% after announcing a Siri revamp at its annual Worldwide Developers Conference.</p><p>:: AWS</p><p>And shares of Corning gained 5.5% after Amazon announced a multi-year multi-billion-dollar deal to buy the company's optical fiber and cables for its data centers. </p></body>
SpaceX is setting aside a large chunk of shares for ordinary investors as it seeks to raise a record $75 billion. Here's what to know.
The S&P 500 added 0.3%, coming off its 2.6% drop from Friday that was its worst since October. The Dow Jones Industrial Average dipped 0.2%, and the Nasdaq composite climbed 0.9%. Some of the best performers were companies that sell computer chips, memory and other products fueling the AI boom.
As the Nasdaq Composite Index tries to hang onto its gains for today, recent market history is on its side, considering Friday's big drop. After the last 20 drops of 4% or more, the index has risen, on average 0.9% on the following trading day.
Fed rate hike probability has quietly climbed from 46% to 70% this year, and Saylor's prized Bitcoin may have been the first to feel the burn.
Infrastructure Capital Advisors CEO Jay Hatfield joined Steve Darling from to discuss the launch of the firm's new QVOL ETF, outlining the investment philosophy behind the fund and how it aims to provide investors with a differentiated approach to Nasdaq-focused investing. Hatfield explained that QVOL was created to give investors exposure to high-quality growth companies listed on the Nasdaq while avoiding what he described as the “dogs of the Nasdaq” — larger companies that may have slower growth prospects or valuations that Infrastructure Capital believes do not adequately justify their future earnings potential. Rather than simply replicating the Nasdaq 100 Index, the fund employs a more selective methodology designed to identify businesses offering what Hatfield considers “growth at a reasonable price.” A key component of this process is the use of PEG ratios, which compare a company’s price-to-earnings ratio with its expected earnings growth rate. According to Hatfield, this metric helps identify companies that combine strong growth potential with attractive valuations. The portfolio currently holds approximately 55 companies drawn from the Nasdaq 100 universe. Hatfield noted that the selection process excludes businesses that the firm’s proprietary models view as overvalued or lacking sufficient growth characteristics. While companies such as Walmart, Costco, and Comcast may be attractive investments within other strategies, he explained that they do not necessarily fit the growth-oriented profile QVOL seeks to deliver. A major differentiator for the ETF is its income-generation strategy. Unlike many covered-call funds that write options against a broad market index, QVOL selectively writes covered calls on individual portfolio holdings. Hatfield believes this approach allows the fund to generate additional income while maintaining greater flexibility and preserving more upside participation in stocks that continue to perform well. He argued that traditional index-based covered-call strategies can often cap returns during strong market advances because they apply options broadly across the entire portfolio. By selectively targeting individual holdings based on valuation and market conditions, QVOL seeks to balance income generation with capital appreciation potential. The discussion also touched on broader market conditions and the economic outlook. Hatfield shared his view that certain segments of the economy, particularly housing and construction, are already experiencing recessionary conditions. He suggested that these trends may influence future monetary policy decisions and expressed confidence that additional interest rate increases are unlikely. According to Hatfield, easing inflation pressures and slower economic activity in key sectors could create a more favorable environment for growth-oriented equities over time. He believes investors should continue monitoring Federal Reserve policy, inflation data, and broader economic indicators as they evaluate portfolio positioning. #proactiveinvestors #QVOL #ETFInvesting #Nasdaq #GrowthStocks #CoveredCalls #IncomeInvesting #TechnologyStocks #Investing #StockMarket #InfrastructureCapital
US stocks surged at the opening bell after Iran said it would end its strikes against Israel.
Popping onto the IBD Leaderboard and two exclusive screens, Eli Lilly stock has returned to buy range after a brief hiccup.
Wall Street heads into a big week after a sharp selloff rattled investors, with inflation data, Apple's annual developer conference and the highly anticipated SpaceX initial public offering set to dominate market attention. Stocks ended last week under pressure after a stronger-than-expected...
June 8 (Reuters) - Wall Street's main indexes opened higher on Monday, bouncing back from a sharp selloff in the prior session, aided by a recovery in chip stocks and signs of easing tensions in the
Tech stocks are recovering from a brusing sell-off ahead of Oracle earnings, Apple's Worldwide Developers Conference, and the highly anticipated SpaceX IPO.
U.S. stock futures were mixed and markets in in Asia and Europe were weaker as renewed fighting between Iran and Israel added to an already uncertain outlook for investors.
Stock market investors could be facing a specter they haven’t had to navigate since early April, when the bull market in tech caught fire and powered domestic indices out of their early year torpor and tensions between Washington and Tehran simmered into a fragile truce effort. The two-day surge in volatility follows a series of events that have tested the strength of the current tech market wave, pushed the Federal Reserve into a challenging position of moving toward rate hikes while defying President Donald Trump’s public call for easier policy, and unsettled investors hoping for an extended cease-fire agreement between the U.S. and Iran. “At the same time, growing expectations of Fed tightening have caught an investor base overweight equities and overweight emerging markets,” said ING’s Chris Turner, the bank’s global head of markets.
June 8 (Reuters) - S&P 500 and Nasdaq futures climbed on Monday, as chip stocks steadied after plunging to over two-week lows, though renewed strikes in the Middle East kept investors largely at bay.
US equity investors will focus on the inflation data, a worsening conflict in the Middle East, and t
US stock futures were mixed as concerns about a Middle East ceasefire continued to weigh, and investors braced for fresh inflation data and a blockbuster SpaceX IPO this week.
US stock futures were mixed as concerns about a Middle East ceasefire continued to weigh, and investors braced for fresh inflation data and a blockbuster SpaceX IPO this week.
Blue-chip stocks looked set to fall on Monday as the cease-fire in the Middle East appeared to fray, with the market still reeling from Friday’s brutal artificial intelligence selloff. Futures tracking the Dow Jones Industrial Average slipped 169 points, or 0.3%. S&P 500 futures climbed 0.3%, while contracts tied to the tech-heavy Nasdaq 100 added 0.7%.
There's a silver lining in the Fed's initial June inflation forecast -- but we're nowhere close to being out of the woods.
<body><p>STORY: Asian stocks plunged on Monday morning as investors hit the brakes on the red-hot AI rally.</p><p>South Korea’s tech-heavy KOSPI index took the heaviest beating.</p><p>It was down around 6% by late-morning after volatile trade had earlier triggered a 20-minute halt.</p><p>Chip giant Samsung matched the overall decline. </p><p>Meanwhile, Japan’s Nikkei index was down around 4% by the same time.</p><p>That follows a similar drop for the Nasdaq on Wall Street at the end of last week.</p><p>One analyst told Reuters that doubts have crept in over tech earnings, partly following weaker-than-expected numbers from US chipmaker Broadcom.</p><p>Last week’s hotter-than-expected U.S. jobs data have also all but wiped out hopes for further rate cuts by the Federal Reserve this year.</p><p>Then there’s Iran.</p><p>Tensions in the Middle East have flared again, following Israel’s strikes on Lebanon, and Iran’s retaliatory strikes on Israel.</p><p>International benchmark Brent Crude was up around 3% on Monday morning, once again heading towards the $100 per barrel mark.</p><p>That’s despite weekend action by the OPEC+ oil exporters’ group to reassure markets with a further boost to output.</p><p>Later this week, all eyes turn to the potentially record breaking SpaceX share listing.</p><p>Elon Musk’s rocket firm is set to start trading on Friday, and is expected to debut with a valuation of around $1.75 trillion.</p><p>With so much money going to that, and more possible mega-listings such as OpenAI, some brokers have expressed concern about the impact on other assets. </p></body>
SINGAPORE, June 8 (Reuters) - Asian markets were poised to fall on Monday after Wall Street's nine-week winning streak ended in heavy tech selling, while Israeli strikes on Beirut sent oil and the
Tensions in the Gulf had already been escalating as the U.S. and Iran increasingly exchange fire, with both sides trying to establish their own shipping lanes in the Strait of Hormuz.
Investors are likely to confront challenges from the latest inflation reading and the SpaceX IPO in the days ahead.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
