
Bank of America's Michael Hartnett predicts the debt will reach $50 trillion by July 2029, reinforcing his "Anything But Bonds" strategy
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

Bank of America's Michael Hartnett predicts the debt will reach $50 trillion by July 2029, reinforcing his "Anything But Bonds" strategy

While Otis Worldwide has underperformed the broader market over the past year, Wall Street analysts are moderately optimistic about the stock’s prospects.

JD frames Q2 as a profitability inflection, with retail revenues expected to return to growth in Q3 on easier comparisons and supply-chain execution.
The move followed SanDisk's investor day, where the company outlined new financial targets for the next three years.
Stifel upgraded Intuitive Machines to ‘Buy’ from ‘Hold,’ highlighting the importance of the company’s backlog growth.

Stock Market Today: The Dow Jones index falls Friday after surprise retail sales data. AI chip giant Applied Materials dives on earnings.

Occidental Petroleum Corporation (NYSE:OXY) was held by 78 hedge funds at the end of Q1 2026 in the Insider Monkey database, with a cumulative stake value of almost $20.8 billion. This compares to 67 hedge fund investors with a total investment value of approximately $12 billion in the prior quarter. Jeremy Hosking’s Hosking Partners held […]

NVIDIA's $2 billion bet on Marvell sent shares surging overnight, but the real question for investors is which company walks away with the stronger long-term position as their AI partnership deepens.

While flashier AI names grabbed headlines, Cisco quietly rewired itself for the infrastructure boom and just delivered numbers that stopped Wall Street's skeptics cold. The question now is whether the market has actually caught up to what the business has become.

ALB's 28% slide reflects weak lithium prices and near-term margin pressure, but project ramp-ups and cost savings offer support.
Apple is coming for media budgets from advertisers, and in return the iPhone maker is giving them an incentive to start placing ads.
BofA hikes Nebius price target to $310 on AI Growth

Meta shares are under pressure amid fears about heavy AI spending. Roger McNamee, co-founder of Elevation Partners, recently said in a program on CNBC that Zuckerberg is trying to create an “illusion” that the company is positioned well in the AI race. He thinks the company is losing the race and criticized Zuckerberg’s latest manifesto […]
The disclosure carries weight given Intel's simultaneous moves: a $20 billion common stock offering completed August 10 and the June 18 appointment of Seok-Hee Lee, former CEO of SK Hynix, as executive vice president of Intel Foundry.

SanDisk is up more than 20% across two sessions as Wall Street scrambles to reprice a memory stock that may have just rewritten the rules on cyclicality, and the gap between analyst targets and current share price tells a story worth reading.

Payward's revenue rose 17% while Coinbase's fell 18%. So why did the Kraken parent's profit still collapse 71%?

ASE Technology Hldg (ASX) could be a solid choice for shorter-term investors looking to capitalize on the recent price trend in fundamentally sound stocks. It is one of the many stocks that passed through our shorter-term trading strategy-based screen.
Micron Targets AI's Next Big Winners With $250 Million Venture Fund

Both chipmakers crushed their earnings estimates, yet the same geopolitical pressure that wiped out billions for one barely registered for the other. Understanding why reveals something surprising about where real AI market power actually sits.
Solaris Energy Infrastructure delivered a robust second quarter, surpassing Wall Street’s revenue and profit expectations and prompting a positive market reaction. Management attributed the quarter’s outperformance to expanded contract scope with major technology and energy customers, higher ancillary service revenue, and successful integration of new business lines. Chairman and Co-CEO Bill Zartler emphasized, “We continue to provide dedicated power at scale to data centers, consistently achiev

ConocoPhillips (NYSE:COP) was held by 74 hedge fund investors at the end of Q1 2026 in the Insider Monkey database, with a total stake value of just over $7.5 billion. This is up from 65 hedge fund holders with a cumulative investment of almost $5.5 billion in the previous quarter. Ric Dillon’s Diamond Hill Capital […]

Investors need to pay close attention to BBVA stock based on the movements in the options market lately.
Boost Run said that, as part of the deal, 10X has agreed to provide immediate access to 20 MW of GPU infrastructure capacity, with plans to scale to 111 MW across three sites through 2027.
Apple Opens 20,000-Square-Foot Houston Facility as AI Server Production Grows

Forty days after MiCA’s transition ended, BeInCrypto examines Europe’s licensed crypto market, stablecoin shift, enforcement gaps and unresolved risks.
Non-GAAP gross margin reached 50.4% with fourth-quarter revenue guided above $10 billion

Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here. Fund performance improved significantly in Q2, achieving a return of 36.3% as tensions in Iran eased. Since inception, it has met its goal of annualized returns of 16.5%. The outlook for the next […]

Traders are growing more confident that the $110 billion merger between Paramount Skydance Corp. and Warner Bros. Discovery Inc. will move forward despite an ongoing legal battle with US states.
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.