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25,716 signal articles · 164 in last 24h · 123,276 total before filter · latest 56m ago
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Investing.com60d agoneutral
SpaceX credit-default swaps start trading after bond sale

Investing.com -- Credit-default swaps linked to SpaceX began trading Thursday after the company completed its first high-grade bond offering earlier this week, Bloomberg reported. The development allows investors to protect against potential losses or bet on the company's creditworthiness.

Bloomberg60d agoneutral
Microsoft Raises Xbox Console Prices for Third Time in 13 Months

(Bloomberg) -- Microsoft Corp. announced a third substantial price increase for the company’s current-generation Xbox video-game consoles in a glaring example of the component shortage crisis that has universally driven up the cost of consumer tech products.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapGrand Ole Opry House Up For Sale by Owner Ryman HospitalityMicron Shares Soar After AI-Fue

BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story
24/7 Wall St.60d agobearish
BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story

Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural ... BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story

Sam's Club just made a big move Costco won't consider
TheStreet60d agoneutral
Sam's Club just made a big move Costco won't consider

In the warehouse club space, there are two main competitors — Costco and Sam's Club. Sure, BJ's Wholesale Club remains a significant player. But the biggest battle continues to be between Costco and Sam's Club. Both retailers have built loyal followings by offering members access to bulk ...

White House order shifts focus back to defense stocks
TheStreet60d agoneutral
White House order shifts focus back to defense stocks

President Donald Trump met with the CEOs of Boeing, Lockheed Martin, and Honeywell at the White House on Wednesday, pressing them to speed up weapons production hours after the White House asked Congress for $87.6 billion in supplemental spending tied largely to the Iran war, according to CNBC. The ...

Why Micron earnings beat may fuel AI trade optimism
Yahoo Finance Video60d agobullishVIDEO
Why Micron earnings beat may fuel AI trade optimism

Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron's (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and growing demand for AI memory chips may boost confidence in the broader AI trade.

Coke, IRS Clash in Appeals Court Over $20 Billion Tax Fight
The Wall Street Journal60d agoneutral
Coke, IRS Clash in Appeals Court Over $20 Billion Tax Fight

Coca-Cola asked a federal appeals court Thursday to overturn a U.S. Tax Court decision that put the company on the hook for more than $20 billion in taxes and interest, contending that the Internal Revenue Service engaged in an unfair and retroactive bait-and-switch in how it calculated Coke’s foreign profits. The IRS challenged Coke’s tax returns for 2007 through 2009, and the outcome of the case will affect the company’s payments for every year since then. Gregory Garre, arguing for the company before a three-judge panel in Miami, pointed to a 1996 Coke-IRS agreement and subsequent IRS statements that accepted the company’s method for calculating how much profit was assigned to the U.S. and how much was attributed to lower-taxed foreign countries.

Financial Services Roundup: Market Talk
The Wall Street Journal60d agoneutral
Financial Services Roundup: Market Talk

Find insight on JPMorgan Chase, UniCredit’s takeover offer for Commerzbank and more in the latest Market Talks covering financial services.

IBM stock just got powerful new price target from Wall Street
TheStreet60d agoneutral
IBM stock just got powerful new price target from Wall Street

June 23 gave me three reasons to pay closer attention to International Business Machines (IBM), also known simply as “Big Blue.” All three arrived together in a period of less than 48 hours. June 23, JPMorgan analyst Brian Essex upgraded IBM to Overweight from Neutral, raising his price target to ...

Goldman Sachs resets Micron stock target with a twist
TheStreet60d agoneutral
Goldman Sachs resets Micron stock target with a twist

Micron Technology’s (MU) Q3 2026 earnings report landed on June 24, giving the AI trade a badly needed jolt. Goldman Sachs had cautioned that the positioning was bullish, expectations were high, and the stock’s huge run left little room for disappointment. Then Micron delivered more than a beat. ...

Investing.com60d agoneutral
Cargo ship hit by projectile in Strait of Hormuz

Investing.com -- A cargo ship was struck by an unknown projectile in the Strait of Hormuz on Thursday, according to UK Maritime Trade Operations. The vessel sustained damage to its bridge southeast of Dahit, Oman, with no casualties or environmental impact reported.

JPMorgan Chase promotes Petno, Rohrbaugh to copresidents, setting up two more successors for Dimon
Associated Press60d agoneutral
JPMorgan Chase promotes Petno, Rohrbaugh to copresidents, setting up two more successors for Dimon

JPMorgan Chase promoted investment bankers Doug Petno and Troy Rohrbaugh to copresidents of the bank, elevating two potential contenders to succeed Jamie Dimon whenever the longtime CEO step downs from running the nation’s largest bank. The bank also announced Thursday that Marianne Lake, who had held several top positions in the company including chief financial officer and CEO of the consumer banking division, will retire at the end of the year. The promotion of Petno and Rohrbaugh is a sign that JPMorgan’s board is looking to its commercial and investment banking ranks as it develops the next generation of leadership, even as Rohrbaugh will now move over to run the bank’s giant consumer business.

Investing.com60d agoneutral
Iran plans to charge billions for Hormuz Strait passage

Investing.com -- Iran is working to generate $40 billion annually by charging fees for security, safety and environmental services in the Strait of Hormuz, according to a report from the Wall Street Journal, citing officials familiar with the matter. The Islamic Republic blocked the waterway at the beginning of the war and now seeks to establish control over the global oil transit route.

Apple’s Target Climbs as Earnings Accelerate: The Case For Double-Digit Upside
24/7 Wall St.60d agobullish
Apple’s Target Climbs as Earnings Accelerate: The Case For Double-Digit Upside

Apple (NASDAQ:AAPL) has become one of the more interesting setups in mega-cap tech. After a 46.9% rally over the past year and an 8.01% year-to-date gain, the stock consolidated in June. With earnings accelerating and the iPhone 17 cycle feeding the top line, our model sees room for double-digit upside. Our 24/7 Wall St. price ... Apple’s Target Climbs as Earnings Accelerate: The Case For Double-Digit Upside

💬 Money Quote: Power Rotation
The Wall Street Journal60d agoneutral
💬 Money Quote: Power Rotation

📣 “What we are getting right now is a power rotation. The 10-year Treasury is rallying, and that’s causing rotation into financials and consumer cyclicals. And the Nasdaq is bouncing all over the place because tech is a secular growth story and you don’t need tech as much when oil is at $70.