Ir para o conteúdo principal

Australia Últimas notícias

Bloomberg

Hollow Brook's Richter Eyes Opportunities Beyond AI Hype

The global race to finance the AI boom is on, with companies from SpaceX to SK Hynix seeking fresh capital to fuel growth. But beyond the headlines and geopolitical noise, where are the real long-term opportunities? Philip Richter, President and Co-Chief Investment Officer at Hollow Brook Wealth Management, joins "Bloomberg Open Interest" to discuss where he's finding value in today's market.

Leia mais: Hollow Brook's Richter Eyes Opportunities Beyond AI Hype
Bloomberg

Micron Earnings Take on New Gravity With Market on Edge Over AI

Tuesday's stock-market slide was what one Wall Street strategist called a "chip-wreck." The semiconductor companies that have led this year's stock-market advance with triple-digit percentage gains were suddenly hit with a wave of doubts about the sustainability of the AI-driven rally. Daniel Ives, Global Head of Technology as Wedbush Securities, discusses the broader tech landscape as investors remain jittery on high-flying tech stocks.

Leia mais: Micron Earnings Take on New Gravity With Market on Edge Over AI
Bloomberg

Carlyle's Thomas Says It's Hard to Be Bearish Amid Capex Boom

Jason Thomas, head of global research and investment strategy at Carlyle, discusses how US policies and the AI buildout are shaping markets. He notes nominal GDP growth is driven too heavily by inflation, and that the Federal Reserve's stance has shifted so much that simply holding rates steady now qualifies as dovish. Thomas speaks on "Bloomberg Open Interest."

Leia mais: Carlyle's Thomas Says It's Hard to Be Bearish Amid Capex Boom
Bloomberg

Hertz Tumbles on Q2 Miss; FedEx Falls on Profit Margin Decline | Stock Movers

On this episode of Stock Movers with Alexis Christoforous: - Cerebras (CBRS) shares are lower after the company gave an annual sales forecast that disappointed investors. Revenue in 2026 will be $855 million to $865 million, Cerebras said, while analysts projected $824.8 million. - FedEx (FDX) is dipping after it reported profit that beat Wall Street's expectations as the courier navigated tumultuous trade policies and rising costs. The company's profit margin for the past quarter declined to 8.4%, below analysts' expectations, due to "significant headwinds." - Hertz (HTZ) shares are tumbling after the rental car company reported preliminary second-quarter adjusted corporate Ebitda that missed the average analyst estimate. Additionally, Hertz filed to offer $100 million of stock, lent to JPMorgan via a share lending agreement. The company won't receive any proceeds from the sale of borrowed shares.

Leia mais: Hertz Tumbles on Q2 Miss; FedEx Falls on Profit Margin Decline | Stock Movers
Bloomberg

Zero Fed Rate Hikes Baked Into S&P Forecast, Says Wells Fargo's Cronk

Darrell Cronk, Wells Fargo Wealth and Investment Management CIO, says zero interest rate hikes by the Federal Reserve are baked into their forecast that says the S&P 500 will reach 7,900 by the end of this year. He says markets are not in a selloff, he says this is a "rotation within equities." He speaks on "Bloomberg Surveillance."

Leia mais: Zero Fed Rate Hikes Baked Into S&P Forecast, Says Wells Fargo's Cronk
Bloomberg

Goldman Sachs Cuts Fourth-Quarter Crude Forecast to $80

Daan Struyven, co-head of global commodities research at Goldman Sachs, explains the three reasons why oil prices are coming down so quickly following the US and Iran reaching an interim peace agreement and says analysts and investors "underappreciated the flexibility" in global oil markets during the conflict.

Leia mais: Goldman Sachs Cuts Fourth-Quarter Crude Forecast to $80