Nouvelles de la Bourse

Le nouveau président de la Fed, Kevin Warsh, suggère qu'il pourrait adopter une approche à la Alan Greenspan à la banque centrale

New Fed Chair Kevin Warsh suggests he may take an Alan Greenspan-style approach at the central bank

The panel is divided on the implications of a potential shift in Fed policy under Jerome Powell's successor, Jerome Warsh. …

Block (XYZ) annonce que The Hat choisit Square comme plateforme de commerce unifié

Block (XYZ) Announces The Hat Selects Square as Unified Commerce Platform

The discussion consensus is neutral, with panelists agreeing that a single QSR win for Square is not a significant catalyst …

Needham Réduit PT sur l'Action Workday (WDAY)

Needham Reduces PT on Workday (WDAY) Stock

The panelists generally agree that Workday's (WDAY) recent results and Needham's significant price target cut signal a re-rating risk, with …

DA Davidson abaisse l'objectif de cours sur l'action Roblox (RBLX)

DA Davidson Lowers PT on Roblox (RBLX) Stock

Despite strong Q1 results, panelists express concern about Roblox's user retention risk due to Fortnite's accelerating user-generated content and the …

MercadoLibre (MELI) Publie les Résultats Financiers du T1 2026

MercadoLibre (MELI) Releases Financial Results for Q1 2026

The panel is bearish on MercadoLibre's current profitability, citing concerns over sustainable margin compression, potential structural issues in fintech ARPU, …

Bank of America Réitère une Recommandation d'Achat sur l'Action Netflix (NFLX)

Bank of America Reiterates Buy Rating on Netflix (NFLX) Stock

The panel is divided on Netflix's ad-supported tier monetization potential. While some see promise in the 250 million monthly active …

Uber Technologies (UBER) Raises Stake in Delivery Hero SE, Reports Bloomberg

The panel consensus is bearish on Uber's acquisition of Delivery Hero, citing significant antitrust risks, execution challenges, and potential financial …

Microsoft (MSFT) : L'une des meilleures actions à long terme à acheter maintenant pour des rendements élevés

Microsoft (MSFT): One of the Best Long-Term Stocks to Buy Now for High Returns

The panelists generally agree that while Microsoft's AI and Azure initiatives hold promise, there are significant risks and uncertainties, particularly …

Voici pourquoi AppLovin (APP) est l'une des meilleures actions à acheter maintenant pour des rendements élevés à long terme

Here’s Why AppLovin (APP) Is One of the Best Long-Term Stocks to Buy Now for High Returns

The panelists have a neutral to bearish sentiment on AppLovin (APP) due to its high valuation, reliance on gaming spend …

Le coup de semonce de SpaceX à 28,5 billions de dollars a-t-il révélé le génie d'Elon Musk — ou le summum du "Galaxy Brain" ?

Did SpaceX’s $28.5 Trillion Bombshell Reveal Elon Musk’s Genius — or Peak Galaxy Brain?

The panel's net takeaway is that SpaceX's IPO valuation is heavily reliant on speculative, long-term markets and regulatory approvals, with …

Bridgewater Associates échange l'apocalypse logicielle en vendant Workday, Salesforce, d'autres actions SaaS clés

Bridgewater Associates Is Trading the Software Apocalypse as It Sells Workday, Salesforce, Other Key SaaS Stocks

The panel discusses Bridgewater's rotation out of application-layer SaaS into AI infrastructure, with varying views on the implications for SaaS …

Alors que Berkshire achète Delta Airlines, ce milliardaire vient de vendre des actions AAL et UAL

As Berkshire Buys Delta Airlines, This Billionaire Just Sold Off AAL and UAL Stocks

The panelists agree that Buffett's investment in Delta signals a bet on the airline's specific strengths, such as its premium …