(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
So many lessons from earnings season, so little time
(Bloomberg) -- Efforts continued to broker an end to the Iran war, now into its third month, as US President Donald Trump suggested the Islamic Republic’s latest peace proposal might not be enough to satisfy him.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and S
(Bloomberg) -- Efforts continued to broker an end to the Iran war, now into its third month, as US President Donald Trump suggested the Islamic Republic’s latest peace proposal might not be enough to satisfy him.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and S
Amazon just posted what may be its best quarter ever. Revenue beat. Earnings nearly doubled the estimate. AWS hit its fastest growth rate in 15 quarters. And operating margins reached a level the company had never seen before. Wall Street responded quickly. Five major firms raised their Amazon ...
Meta served up strong quarterly results, but investors saw some problem points in its latest report.
Investing.com -- A new industry report from BofA Global Research suggests that aggressive investments in artificial intelligence (AI) could drive global hyperscale capital expenditure (capex) to $1 trillion by calendar year 2027.
April jobs numbers come after hiring rose more than expected in March.
The April jobs report, earnings reports from major semiconductor companies, and a strong start to the month for US equities outline a busy week for investors.
Jerome Powell delivered a warning during his final press conference as Federal Reserve chairman.
The SpaceX IPO should be one of the biggest in history.
Except for historical information contained in this call, matters discussed on this call, including any statements regarding current and planned products, current and potential customers, potential market opportunities, expected events and announcements, and our capacity expansion, as well as management’s expectations for sales growth, spending, and profitability, are forward-looking statements involving risks and uncertainties. In light of these risks and uncertainties, we can offer no assurance that any forward-looking statement will in fact prove to be correct. Vicor Corporation undertakes no obligation to update any statements, including forward-looking statements, made during this call, and you should not rely upon such statements after the conclusion of this call.
A war that seemed primed to pummel emerging economies reliant on Middle East imports hasn’t done the same to their stock markets. Investors feared that the energy shock would derail a big year for international stocks, particularly in the developing world. The index just wrapped up its best month since 2022, powered by South Korea, which imports around 70% of its crude oil from the Middle East.
The WisdomTree Emerging Markets High Dividend Fund (NYSEARCA:DEM) was built for a specific problem: U.S. investors who own the S&P 500, a few mega-cap tech names, and call it a day are sitting on a portfolio that is almost entirely tied to one currency, one economy, and one set of Federal Reserve decisions. DEM screens ... This High-Yield Emerging Funds ETF Offers International Diversification
Boeing is the biggest aircraft manufacturer in the U.S., and it employs tens of thousands of people across the country. Here’s how many people work at Boeing, and who among them earn the most. Boeing reported in its 2025 annual report that it had a workforce of about 182,000. That included ...
AI disruption fears only grew during the month for the DIY design service provider.
Investing.com -- Chicago Federal Reserve President Austan Goolsbee stated on Saturday that recent inflation figures are "bad news" for the U.S. central bank, signaling continued caution regarding interest rate cuts.
Amazon (AMZN) gave Wall Street a lot to like, and BofA analysts have responded in kind. The bank kept its buy rating on Amazon stock, while raising its price target to $310 from $298, implying roughy 18% upside from its recent $263 level. Three primary drivers anchoring the call include a robust ...
Zeta Global (NYSE:ZETA) executives highlighted another quarter of above-guidance results and a higher full-year outlook, pointing to strong demand for AI-driven marketing tools and early traction from its new Athena product. Q1 results extend “beat and raise” streak Co-founder, Chairman and CEO Dav
Waste Management (NYSE:WM) reported first-quarter 2026 results that management said met internal expectations, highlighting margin expansion, strong free cash flow generation, and continued progress across the company’s strategic priorities despite softer volumes tied to winter weather and the absen
Wayfair (NYSE:W) reported first-quarter 2026 results showing year-over-year revenue growth and improved profitability, while executives emphasized continued market share gains in a home furnishings category they described as still under pressure. Management also highlighted progress in international
There is not a publicly traded company in America quite like this one right now. It is the only stock where the President of the United States logs onto social media to congratulate the country on its returns. That happened on April 30. And the market responded the same way it has every time the ...
The S&P 500, managed by S&P Global Dow Jones Indices, on Thursday, announced it was beginning consultation on rule changes that could potentially help Elon Musk-led SpaceX gain an expedited entry into the index. S&P 500 Rule Changes The rule changes include letting IPOs enter the index six months after their debut on an eligible index instead of a 12-month period, according to current rules. The index also proposed eliminating a minimum Investable Weight Factor (IWF) of 0.10 for megacap companie
Charles Schwab’s market update Wednesday morning landed on a single piece of guidance for clients heading into the Fed decision: “Traders need to be really careful here, in my view.” The caution makes sense. The Federal Open Market Committee is widely expected to pause in the 3.5% to 3.75% range for the third consecutive meeting, ... ‘Traders Need to Be Really Careful Here’: Schwab on the Fed Decision and Powell’s Uncertain Future
Vale (NYSE:VALE) reported first-quarter 2026 results marked by higher iron ore volumes, stronger price realization and a sharp step-up in earnings from its Base Metals business, while executives emphasized ongoing cost discipline, shareholder returns and continued progress on safety and decarbonizat
McDonald's most impressive feat is not that it rose to the top of the fast-food chain; it's that it managed to stay there. The chain was founded in 1940, but its true rise to prominence came in the 1970s. It was a simple model based on offering hot food quickly with an experience that was the same ...
Eli Lilly’s first-quarter report gave Wall Street another reason to stay optimistic about one of the market’s biggest pharmaceutical winners, even as analysts continue to weigh how much growth is already priced into the stock. Bank of America reiterated its Buy rating on Eli Lilly and set a $1,133 ...
Trane Technologies (NYSE:TT) reported what Chair and CEO Dave Regnery called “another strong quarter,” highlighted by a surge in bookings and a record backlog that management said provides visibility into faster growth later in 2026. On the company’s Q1 2026 earnings call, executives also raised ful