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yanevapo57
3 days ago
Is there any investment market segment more debated than gold (XAUUSD)? I'm not sure there is. We have "gold bugs," including those who see the yellow metal as the ***** et to own when the world goes haywire.
Then, there are the "we're going back on the gold standard" types. The ones that preceded crypto bros in believing fiat currencies weren't for this world. It follows that gold would return to its former role as the reserve currency.
Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market ***** ysis you won't find anywhere else.
Of course, there are also plenty of investors who don't really think about gold investing very much, and who will simply trade it when there's a good opportunity. I'm in this camp.
Financial media pundits routinely tout gold as some sort of bulletproof allocation. Inflation worries? Own gold. Currency debasement? Own gold. Want your kitchen to be decorated like the Oval Office? You'll need a lot of gold.

#Gold #free #barchart #brief
yanevapo57
6 days ago
"I am the house now," Treasury Secretary Scott Bessent told traders last week, as he defended the administration's increasingly interventionist approach to the bond market. He added that he had "asymmetric information" about what policymakers would do next and dared investors: "bet against me if you want."
On Wednesday, Federal Reserve chair Kevin Warsh might effectively take the other side of the bet.

It's been a hot American summer. Oil is hot, hovering around $110 a barrel. Bond yields are hot, too: the 10-year Treasury yield has pushed above 5%, around its highest level since 2007. Credit markets are running hot as well: U.S.-dollar debt issuance to finance AI and data-center development reached $308 billion through July. And all that borrowing is competing with U.S. national debt, which crossed $40 trillion less than a month ago. Stocks, despite a rough few days, are still up roughly 11% this year. Inflation, meanwhile, remains above 3%.
Put all that heat together, and the Federal Reserve is staring down a question it hasn't seriously confronted in three years: Is the U.S. economy actually overheating? Markets are betting the Fed thinks the answer is at least "maybe." Traders have priced a quarter-point hike Wednesday with near certainty.
But whether Wednesday amounts to a one-time course correction or the beginning of a new tightening cycle depends on what, exactly, is making the American economy hot. The last time the Fed began raising rates, in March 2022, Jerome Powell's Fed ultimately raised its benchmark rate by 525 basis points over 16 months.
Mohamed El-Erian, Wharton professor of practice and chief economic adviser at Allianz, parsed the current fervor and anxiety into four questions on X Tuesday: whether oil-supply disruptions persist, with China potentially acting as a "swing consumer"; whether Treasury Secretary Scott Bessent intervenes again to influence long-end yields; whether this week's hike proves "one and done" or the beginning of a cycle; and how markets balance AI's enormous promise against its enormous risks.

#secretary #federal #american
yanevapo57
7 days ago
Auxier ****** et Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints and strong demand, while enterprise software remained under pressure as investors reassessed AI disruption risks and compressed valuations. In the quarter, Auxier Focus Fund's Investor Class gained 8.82% and 10.70% for the six months ended June 30, 2026. Despite strong earnings growth across the broader market, Auxier highlighted concerns around rising margin debt, increased leverage, and elevated capital flows into high-growth technology areas that could amplify future volatility. The firm continues to focus on identifying enduring businesses with strong competitive advantages, resilient cash flows, and sustainable long-term growth potential. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Auxier ****** et Management highlighted UnitedHealth Group Incorporated (NYSE:UNH) as a material contributor. UnitedHealth Group Incorporated (NYSE:UNH) is a multinational health benefits company based in Eden Prairie, Minnesota. On September 14, 2026, UnitedHealth Group Incorporated (NYSE:UNH) closed at $383.55 per share. Over the past month, UnitedHealth Group Incorporated (NYSE:UNH) declined 4.38%, while its shares gained 10.86% over the past 52 weeks. UnitedHealth Group Incorporated (NYSE:UNH) has a market capitalization of $344.27 billion with a 52-week trading range between $255.97 and $461.62.
Auxier ****** et Management stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its Q2 2026 investor letter:
"UnitedHealth Group Incorporated (NYSE:UNH) Leads the Way in Reshaping the Insurance Industry with AI UnitedHealth Group is among the companies that have successfully integrated AI into various parts of their operations. One of the most significant benefits has been in administrative functions, where AI has helped save tens of thousands of hours through increased automation and efficiency. As an example, automated transcription of patient encounters has contributed to lower levels of clinician burnout. Management reports that they are generating about $2 of value for every $1 spent on AI due to reductions in manual labor. We like this measured approach to implementing AI where it can provide clear operational benefits and attractive returns, which has been a key strategy of current CEO Stephen Hemsley. UnitedHealth's success in AI use highlights the technology's potential on the user side where companies can benefit without the high upfront cost of building the infrastructure. Cigna Group is projecting $200 million in me
yanevapo57
13 days ago
More than a dozen states have begun distributing millions of free eggs across local food banks following a settlement with three major producers over alleged collusion, but legal experts say this "unusual" remedy faces a logistical hurdle of making sure those eggs reach the American people.
"There are huge administrative problems with making sure that a settlement of this nature goes according to plan," Katherine Speegle, an antitrust lawyer and partner at Duane Morris, told Fortune.
In June, the U.S. Justice Department and 17 states settled a lawsuit alleging three major egg producers—Cal-Maine Foods, Versova, and Hickman's Egg Ranch—illegally colluded to inflate the price of eggs, which reached record heights last year. The complaint claimed the companies coordinated on bids submitted to Urner Barry Publications, which runs an index key that reports prices for grocery stores and restaurants.
Soaring egg prices became a key metric for how American consumers have experienced five years of above-trend inflation — with this case raising the prospect of collusive behavior on the egg front. None of the producers admitted to wrongdoing and maintained they acted legally.
"When powerful corporations collude behind the scenes to raise prices, working families suffer the costs," New York Attorney General Letitia James, who helped lead the investigation, said in a statement at the time. "These egg producers manipulated the market to squeeze even more profit out of consumers and businesses."

#states
yanevapo57
13 days ago
U.S. stock futures were little changed to moderately higher on Wednesday as investors ***** sed further military developments involving the United States and Iran, movements in oil and bond markets, developments in artificial intelligence and renewed trade tensions between the U.S. and Canada.
At 02:48 ET (06:48 GMT), S&P 500 futures were up 6 points, or 0.1%, while Nasdaq 100 futures gained 57 points, or 0.2%. Dow futures were broadly unchanged.
Wall Street equities declined on Tuesday following exchanges of attacks between the U.S. and Iran and strikes against Saudi Arabia by Houthi forces in Yemen.
Technology stocks were also affected by market reaction to OpenAI's GPT-6 Astra model, with software and services companies declining while some AI infrastructure-related companies, including chipmakers and data centre-linked industrial groups, received investor interest.
U.S. government bonds have also come under selling pressure. The benchmark 10-year Treasury yield was trading just below 5%, close to its highest level in almost two decades.

#points #wednesday #united
0.00$ raised of 0.00$ goal
0 donations 0.00$ to go
yanevapo57
19 days ago
On August 3, Ethos Technologies (NASDAQ:LIFE) reported second-quarter results for the period ended June 30, showing revenue climbing 113% year over year to $189.6 million, the company's second straight quarter above triple-digit growth. Alongside the print, Ethos said its board had authorized a new $100 million buyback of its Class A common stock. For a life insurance technology company that only recently went public, doubling revenue while also committing fresh capital to share repurchases is the kind of combination that invites a closer look at what is actually driving the numbers underneath.
The top line breaks down into two channels moving at different speeds. Direct channel revenue grew 131% year over year to $116.5 million, which Ethos said came with similar unit economics to prior periods, while third-party revenue grew 90% to $73.1 million. Behind those dollars sits actual policy volume. Ethos activated 107,847 new policies in the quarter, up 133% year over year, extending past 100,000 added families in a single three-month stretch. Gross profit came in at $185.5 million, a 98% gross margin, showing that the underlying cost of writing each policy remains small relative to what it generates in revenue.
Cash generation kept pace too. The company produced $35.7 million in net cash from operations during the quarter and $66.9 million over the first six months of 2026, helping push its cash and cash equivalents balance to $112.2 million from $91.1 million at the end of 2025. Ethos also widened its product shelf, launching a Juvenile IUL policy in partnership with North American. Management's outlook points to more of the same: third-quarter revenue guidance of $160 million to $164 million implies 73% year-over-year growth at the midpoint, and full-year 2026 guidance calls for revenue between $727 million and $731 million, an 88% increase, alongside adjusted EBITDA of $119 million to $123 million for the year.
The strain shows up once the growth is measured against what actually reaches the bottom line. GAAP net income was $19.5 million, a 10% margin, barely above the $18.5 million Ethos earned in the same quarter a year ago despite revenue more than doubling in between. Contribution margin, which strips out sales and marketing costs, fell to 33% from 42% a year earlier. Adjusted EBITDA margin slipped to 19% from 23%, even though the EBITDA dollar figure itself grew to $35.2 million from $20.8 million. Revenue per activated policy fell 8% year over year to $1,758, which Ethos attributed to a shift in channel and product mix, meaning each new policy is worth less on average than it used to be.

#policy #Margin
yanevapo57
20 days ago
SK hynix (SKHY) is giving investors a fresh reason to watch its artificial intelligence (AI)-driven memory growth story as the South Korean chipmaker weighs expanding its manufacturing footprint into ****** an. The company is reportedly exploring a potential memory-chip joint venture, with Miyagi Prefecture among the locations seeking to attract the investment. SK hynix looks to capitalize on surging AI-driven demand while deepening relationships with ****** anese customers and suppliers, including through its indirect stake in Kioxia Holdings.
The potential ****** an expansion could become another important piece of SK hynix's global capacity strategy. The company is already investing heavily in South Korea and recently broke ground on a $4 billion advanced packaging facility in Indiana, underscoring its effort to secure supply as the memory shortage is expected to persist through 2030. Amid this, ****** an could be strategically attractive because it has an established semiconductor ecosystem, and its willingness to subsidize semiconductor investments could further support SK hynix's expansion plans.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ****** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here

#Japan #driven
yanevapo57
21 days ago
The S&P 500 Index ($SPX) (SPY) closed down by -0.71% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down by -0.79%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down by -1.29%. E-mini S&P futures (ESU26) fell -0.71%, and September E-mini Nasdaq futures (NQU26) fell -1.25%.
Stock indices retreated on Tuesday, with the S&P 500 falling to a 4-week low, the Dow Jones Industrials sliding to a 1-month low, and the Nasdaq 100 posting a 1-week low. Stocks fell as surging oil prices boosted inflation expectations and bond yields and ramped up expectations that global central banks will keep raising interest rates. Investors are demanding higher yields to hold bonds as concerns intensify over persistent inflation, government spending, and surging corporate borrowing to finance the AI buildout. The higher bond yields sparked a retreat in chipmakers and AI-infrastructure stocks on Tuesday.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine

#NASDAQ #fell #Stock
yanevapo57
28 days ago
The dollar index (DXY00) is down by -0.04% today. The dollar gave up an early advance today and turned lower on weaker-than-expected US economic news, including July new home sales and Aug consumer confidence. Also, WTI crude oil plunged -3% to a 1-week low today, lowering inflation expectations and a dovish factor for Fed policy. In addition, safe-haven demand for the dollar was reduced today after the New York Times reported the US State Department is preparing to send US diplomats back to embassies in the Middle East that were evacuated before and during the war with Iran, suggesting that the Trump administration does not anticipate a return to all-out hostilities with Iran.
The US June S&P Composite-20 Home Price Index rose +2.1% y/y, stronger than expectations of +1.8% y/y and the largest year-over-year increase in a year.
Why This Week Looks to Be Fun
Dollar Moves Higher as US Ramps Up Pressure on Iran
Dollar Gains on Weak Stocks

#dollar #today #july
yanevapo57
29 days ago
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According to the Zillow lender marketplace, mortgage rates are lower today compared to Tuesday. The average 30-year fixed rate today, Wednesday, August 26, 2026, is 6.53%, down 10 basis points since yesterday. The 15-year fixed loan is currently 5.94%, 1 basis point higher than yesterday. The 5/1 ARM is 6.56%, down 6 basis points from Tuesday.
Read more: Weekly survey of mortgage lenders with the lowest rates: Holding firm in the mid-6s
Here are the current mortgage rates for Wednesday, August 26, 2026, according to the latest Zillow data:
30-year fixed: 6.53%

#mortgage #rates #year #according
yanevapo57
29 days ago
Artificial intelligence (AI) stocks have skyrocketed in recent years, but that has created a double-edged sword for the broader market.
The S&P 500 (SNPINDEX: ^GSPC) and Nasdaq Composite (NASDAQINDEX: ^IXIC) have surged by around 82% and 100%, respectively, over the last three years alone, thanks in large part to the AI boom. But major indexes are becoming increasingly dominated by mega-cap tech stocks, and that concentration increases risk.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The 10 largest stocks in the U.S. account for around 40% of the S&P 500, and most of those stocks are betting big on AI. Amazon, Alphabet, Microsoft, and Meta Platforms have spent a combined $303 billion on data centers just in the first half of 2026, a figure that has tripled over the last five years.
While these companies argue that demand for AI will deliver returns that justify the spending, there's no guarantee that these build-outs will pay off. If they don't, it could threaten the entire stock market. Here's what Warren Buffett suggests investors do.

#signal
yanevapo57
1 month ago
A 65-year-old on average Social Security needs just $125,000 invested to bridge the gap to $2,500 a month in Myrtle Beach.
Coastal wind, flood, and hazard insurance stacks to between $6,000 and $9,000 annually, consuming up to 30% of a $30,000 retirement budget.
Early retirees between ages 55 and 60 who lack Social Security income need between $800,000 and $900,000 and must engineer an ACA healthcare bridge before relocating.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
A common question is whether you can retire near the ocean on modest money. South Carolina taxes lightly, the Grand Strand stays warm, and $2,500 a month, which is roughly the average Social Security check plus a small supplement, feels like it ought to stretch pretty far. The real question is whether the math actually holds once you price in coastal reality. It can, but only under specific choices, and the trap most planners overlook involves coastal insurance costs rather than everyday expenses.

#month
yanevapo57
1 month ago
Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Consolidated revenue growth of 9% was driven by a strategic shift toward high-complexity services, including a 20% sequential increase in oncology treatments in Mexico.
Adjusted EBITDA declined 9% due to temporary margin pressures from investments in medical leadership talent in Mexico and billing reconciliation penalties in Peru.
In Mexico, the company successfully secured improved tier classifications with major insurers, which accelerated patient volume recovery following operational enhancements implemented last year.
The Colombia segment demonstrated a successful pivot in payer mix, with risk-sharing agreements now representing 24% of revenue, up from 14% a year ago, enhancing cash predictability.

#year #NVIDIA #colombia
yanevapo57
1 month ago
George S. Felix, EVP and chief marketing officer at Brinker International, Inc. (NYSE:EAT), disposed of 21,501 shares on August 13 and August 14, according to an SEC Form 4 filing.
Metric
Value
Transaction value
$5.2 million

#transaction
yanevapo57
1 month ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management attributed the flat quarter-over-quarter revenue of $1.8 million to the long sales cycles inherent in hospital contracting, while emphasizing that the commercial pipeline has doubled over the last five to six months.
The company secured a national group purchasing agreement with a third major U.S. GPO, which management views as a critical strategic component for accessing a substantial portion of U.S. hospitals.
Strategic focus has shifted toward international distribution, with partnerships covering more than 40 countries now better supported by a strengthened balance sheet following recent financing.
Operational efforts are currently concentrated on the PMA supplement for the second-generation LungFit PH system, which management describes as the most important near-term catalyst for the company.

#operational #analysts
yanevapo57
1 month ago
AbbVie (NYSE:ABBV) just moved a step closer to expanding one of its most recognizable brands. On August 4, the FDA accepted for review a supplemental Biologics License Application for Botox Cosmetic to treat masseter muscle prominence, the jaw-muscle bulge that can give a face a wider, squarer look. If cleared, Botox Cosmetic would become the first and only neurotoxin approved for that use in the US and the fifth aesthetic indication for a drug that already anchors AbbVie's fastest-growing units.
The filing rests on two Phase 3 studies, M21-416 and M21-417, both of which hit their main goal and showed statistically significant improvement in masseter prominence against a placebo, with p-values of 0.0046 and 0.0014. Twice as many treated patients called themselves satisfied compared with the placebo group, and the safety data lined up with Botox's long track record, with no new red flags. That is the AbbVie playbook in miniature: squeeze another approved use out of a drug it already owns rather than starting from zero.
The broader business backs that pattern up. In the quarter ended June 30, net revenue came in just under $17 billion, up more than 10% year over year, with immunology sales climbing 15% on Skyrizi and Rinvoq and neuroscience revenue jumping more than 20%. Management raised its full-year outlook for the second time this year, and the Humira patent-cliff drag that weighed on results for two years now looks largely behind the company.
Most of AbbVie's US product sales still flow through just three wholesale distributors, McKesson, Cardinal Health, and Cencora, a concentration that leaves the company exposed if any one relationship sours. The balance sheet carries real leverage too: a debt-to-equity ratio of roughly -21.1x as of its December 2025 filing means liabilities outweigh shareholder equity outright, and a current ratio near 0.7x offers less short-term cushion than many healthcare peers hold.
Patent protection for Skyrizi and Rinvoq remains a multi-year risk, and the Inflation Reduction Act already allows government price negotiation on products including Imbruvica and, notably, Botox itself. The pending $10.9 billion Apogee Therapeutics acquisition adds fresh debt and integration risk on top of that. Oncology revenue slipped almost 2% in the latest quarter, and the stock's 8% gain this year has trailed the S&P 500's 13%, with a trailing P/E near 70 that mostly reflects acquisition-related charges rather than the underlying business.

#revenue
yanevapo57
2 months ago
In this segment of the AI Investor Podcast from 24/7 Wall St., Eric Bleeker reviews Lam Research, a semiconductor equipment holding originally recommended to the million dollar AI portfolio he manages as part of a collection of memory-adjacent stocks. The quarter itself was solid: $1.82 in EPS against $1.70 expected, with the standout being guidance of $2.15 for next quarter versus a street estimate of $1.84. The stock jumped about 20% the next morning, though Bleeker attributes most of that to how far it had fallen during July's selloff rather than to the results, which he characterizes as good but not spectacular.His hesitation is valuation. Against a full-year estimate of $9.40, the shares trade a bit above 30 times forward earnings, which he considers the upper end of the historical range. He is not planning to add more with other opportunities across the market after a steep July sell-off. The broader read on semiconductor equipment is more bullish. Taiwan Semiconductor raised capex, Intel sounded optimistic on capex needs, and Bleeker guesses 2028 equipment spending could come in roughly 25% above where Wall Street currently models it. He is particularly interested in advanced packaging and testing, sub-verticals growing faster than the overall **** e. Lam remains a core long-term holding and, in his view, among the best operators in semi equipment.

#bleeker #semiconductor #above
yanevapo57
2 months ago
Ripple has launched Ripple Mint, a platform that lets institutions mint, redeem, and manage Ripple USD (RLUSD) through one console.
The company also invested in Notabene, a compliance firm, to add identity checks and transaction authorization to its stablecoin network. Standard Custody & Trust Company, a New York-chartered trust firm, issues RLUSD under state financial regulation. Jack McDonald, an executive at the company, called the Notabene deal a step toward globally compliant stablecoin transfers.
"Bringing together $RLUSD, Ripple Payments & Notabene's trusted institutional network to help scale compliant stablecoin payments," McDonald said.
Ripple Mint replaces the platform-only setup institutions previously used for RLUSD operations. Users can choose a web console for manual oversight, or new application programming interfaces (APIs) for automated workflows.
The system tracks transactions in real time and sends webhook alerts for fiat receipt, minting, and onchain settlement. Consistent reference IDs tie every stage together, which simplifies reconciliation for exchanges and market makers.

#notabene
yanevapo57
2 months ago
July 23 (Reuters) - U.S. equity holdings have surpassed real estate as a share of net financial wealth for ‌the first time since World War Two, Goldman Sachs ‌said, underscoring how stocks have become a dominant driver of household wealth and consumer spending."Equity gains have been the dominant driver of household wealth accumulation and the main contributor to a positive wealth effect on consumer spending," the brokerage said in a note on Thursday.
Here ‌are some details:
• Equity ⁠allocations among U.S. and Australasian households are approaching 50% of financial ****** ets, surpassing the levels seen ⁠during the dot-com era, Goldman noted.
• Households in the U.S., Australia and Sweden have the highest exposure to equities, while those in Europe and ****** an remain comparatively under-invested in stocks and hold a ‌larger share of their wealth in cash, the bank said.
• Strong stock-market gains since the global financial crisis, particularly over the past three to four years, have increased equities' share of global financial ****** ets and investor portfolios, with technology stocks accounting for ‌a growing portion of those holdings, Goldman said.

#Equity #Share #dominant
yanevapo57
2 months ago
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#access
yanevapo57
2 months ago
The US dollar has rallied a bit during the early part of the trading session against the Canadian dollar, right here at the 50-day EMA, making a nice technical bounce. For those who are Fibonacci retracement type traders, this is just above the 38.2% Fibonacci retracement level and the 1.40 level. If this holds, this is thought of by technical **** ysts quite often as a very bullish sign because the retrace was somewhat shallow.
Keep in mind that there are external factors out there, such as oil, that come into the picture, but as things stand right now looks like technical traders are trying to defend the 50-day EMA.
The US dollar initially fell against the Swiss franc, only to turn around and show signs of life again. The market is in the midst of a consolidation, and surprisingly, with all of the chaos over the weekend, we have not seen massive moves in the market. Generally speaking, that typically lends itself to quiet trading action, and that is exactly what we have seen here in what has been an uptrend for a while.
The US dollar has gone back and forth against the Mexican peso. We continue to see the 17.50 level offer a bit of a magnet for price, and as long as that is the case, I think you have got a scenario where traders are probably just waiting for the next catalyst.
The interest rate differential does favor the Mexican peso, and as a general rule, the better America does, the better the peso does because Mexico is the number one exporter into the United States globally.

#traders #peso #fibonacci
yanevapo57
2 months ago
The first half of 2026 brought plenty of volatility, particularly in memory stocks, while Wall Street remained distracted by short sellers and geopolitical tensions.
As investors look ahead to the second half of the year, here are five predictions to watch.
My highest-confidence prediction for the second half of 2026 is that earnings will continue to accelerate. A lot of that has to do with year-over-year comparisons, strong order backlogs, and rising investor confidence.
Earnings season is judgment day, and I go into every earnings season locked and loaded because Wall Street does not pay attention to earnings the way I do. When earnings come out, investors **** s them, but they are often distracted by other things, focusing only on qualitative **** ysis rather than combining it with a quantitative **** ysis of trading activity.
Earnings strength is expected to be concentrated in three sectors. Energy-related stocks are forecasted to post the strongest earnings, followed by information technology and semiconductors, then material stocks.
yanevapo57
2 months ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
The only thing more in-demand than SK Hynix memory chips? Demand for SK Hynix Nasdaq-listed stock.
The premier South Korean memory chipmaker, which already trades on the Korea Exchange, makes its US debut today, and investors are so desperate to get another piece of the company that it's arriving more than seven times oversubscribed, according to a Bloomberg report. Now, one big question remains: Can the company break free from the sector's historically cyclical nature?
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
READ ALSO: AstraZeneca Plunges After New Heart Disease Drug Fails Trial and Apple Edges Closer to Dethroning Nvidia After $30B Broadcom Chips Deal
yanevapo57
3 months ago
Cryptocurrency exchange Kraken is seeking a bank license in Europe.
Privately held Kraken is reportedly looking to Lithuania as the jurisdiction where it will try and secure a European bank license.
News of the bank license pursuit comes as Kraken plans to go public in the U.S. later this year or in early 2027.
More From Cryptoprowl:
Ripple, The Company Behind XRP, Is Valued At $50 Billion
yanevapo57
3 months ago
Last Updated: July. 7, 2026 at 9:14pm ET
2026년 7월 7일 오전 8:12 New York 시간
By
James Mackintosh
,
yanevapo57
3 months ago
Wall Street spent most of 2025 convinced that Federal Reserve rate cuts were the unlock for the next leg of the stock market rally. That thesis did not play out the way most strategists expected.
On June 30, Wells Fargo put a number on what the market has actually been running on instead.
Wells Fargo Chief Equity Strategist Ohsung Kwon published a call on June 30 that tells a specific story about what moves equity markets higher. The details behind the bank's revision are more instructive than the headline target.
Banks raise their S&P 500 targets two ways. They can ****** ume investors will pay a higher multiple for the same earnings, or they can raise their earnings estimates and let the math produce a higher target.
Wells Fargo did the second, as TheStreet reported. The firm lifted its year-end target to 7,950 from 7,007, a jump of nearly 14%, but the earnings multiple barely moved, going from 23.2x to 23.4x. The whole move came from higher profit estimates.
yanevapo57
3 months ago
The AI investment boom is set to push global growth further than initially modeled, Bank of America said in a midyear report published late last week.
Spurred by a mix of tailwinds, BofA strategists now see the global economy growing by 3.2% in 2026 and by 3.5% in 2027, with AI in the driver's seat. The economists had previously estimated growth at 3.1% and 3.4% in 2026 and 2027, respectively.
"More than the peace deal, the main drivers of the upward revision to global growth this year are the AI-driven export cycle in Asia and the AI investment boom in the US, while lower oil prices boost growth mildly in developed markets in 2027," global economists Claudio Irigoyen and Antonio Gabriel wrote to clients on Monday.
Through 2025 and into 2026, AI has increasingly dominated US final domestic demand growth, taking over from the traditional leader — consumer spending — per data published by the bank. That trend mean-reversed in the third and fourth quarters of 2025, but in the first quarter of 2026, AI was far and away the leader.
Where AI has boomed, consumer spending has been hamstrung by war-driven surging energy prices through the front half of the year and by steadily rising US inflation that won't seem to go away — and which looks increasingly likely to push the US Federal Reserve to raise rates.
yanevapo57
3 months ago
Boston Scientific Corporation (NYSE:BSX) is one of the best low volatility stocks to buy under $50. BofA cut the price target on Boston Scientific Corporation (NYSE:BSX) to $61 from $68 on June 12 and maintained a Buy rating on the shares. It noted that the firm's services team continues to highlight a lower utilization environment, and Barclays wants to take a more conservative view on 2027 medtech company estimates, given valuations are already reflecting utilization risk. It further told investors that the firm is lowering 2027 estimates across its larger-cap coverage where there's exposure to utilization and inflation.
Boston Scientific Corporation (NYSE:BSX) also received a rating update from Canaccord on June 1. The firm lowered the price target on the stock to $70 from $71, reiterating a Buy rating on the shares. Canaccord stated that it updated its model on the stock to take into account slowdowns in the U.S. Watchman business in 2026 and 2027, which have negative implications on its revenue and EPS estimates.
Boston Scientific Corporation (NYSE:BSX) manufactures, develops, and markets medical devices used in interventional medical procedures. Its operations are divided into Cardiovascular and MedSurg segments. The Cardiovascular segment covers Cardiology and Peripheral Interventions, while the MedSurg segment comprises Urology, Endoscopy, and Neuromodulation.
While we acknowledge the potential of BSX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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yanevapo57
3 months ago
ServiceNow (NYSE: NOW) regularly racks up 20%-plus yearly revenue growth and attractive margins. It has won praise from Nvidia CEO Jensen Huang, who called ServiceNow the "enterprise operating system" for artificial intelligence (AI). Huang also regularly speaks at ServiceNow's annual events, showing how much he believes in the company.
The Nvidia endorsement is huge, and it's backed by real fundamentals. Even with those tailwinds, the growth stock is down by roughly 35% year to date, but it likely won't remain that way for long.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
ServiceNow helps businesses set up AI operating systems for every part of their business. Companies can use these bots to enhance productivity, reduce expenses, and produce higher-quality customer experiences. While other companies also offer AI bot platforms, ServiceNow has become the premier option, with more than 85% of Fortune 500 companies using its platform.
The company has also expanded to approximately 8,800 customers on subscription plans. That stream of annual recurring revenue makes growth more scalable and easier to predict. It also helped ServiceNow beat all top-line growth and profitability metrics in the first quarter. ServiceNow also decided to raise its full-year subscription revenue outlook.
yanevapo57
3 months ago
Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Wendy's stock went vertical Wednesday after a since-deleted WallStreetBets post urged traders to "save Wendy's before it's too late," which is both a radical way to communicate a "Protect Gingers" kink and a fun new way to birth a meme stock .
The move had all the ingredients retail loves: a battered chart, a familiar brand, and a short interest figure that reads like a provocation. Wendy's is down more than 70% since mid‑2023 and had been hovering near 20-year lows. Shorts piled in, and ORTEX estimates put short interest around 34% of the free float on Monday and Tuesday, broadly consistent with late‑May FINRA data in the low-to-high 30s. That's a bear trade so crowded that it can rip off faces if the stock even flinches upwards.
Early-week buying didn't force an immediate squeeze because many shorts were still close to their entry points and weren't under acute pressure to cover. The dynamic changes when the stock gaps up, borrow costs bite, and risk managers start asking whether this position is worth dying on.
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