Nouvelles de la Bourse
Dernières actualités financières · Mis à jour Aoû 22, 2026
"Le Nouvel An, c'est le moment de propager la bonne nouvelle" : New York perd des milliards alors que les millionnaires fuient la Grosse Pomme
"Start Spreadin' The News": New York Losing Billions As Millionaires Flee Big Apple
The panel generally agrees that New York's high-end tax base erosion is a significant concern, with the potential expiration of …
14 actions du S&P 500 en hausse de plus de 100% en 2026. Pourquoi Micron est ma préférée pour le reste de l'année.
14 S&P 500 Stocks Are Up Over 100% in 2026. Why Micron Is My Favorite for the Rest of the Year.
Panelists debate Micron's (MU) valuation, with some arguing for a 'permanent' re-rating due to AI-driven demand and long-term supply contracts, …
La Fifa va annoncer un revenu record de 15 milliards $ pour la Coupe du monde, pulvérisant les attentes
Fifa to announce record $15bn World Cup revenue, smashing expectations
Despite record revenues, FIFA's financial sustainability is questioned due to heavy reliance on one-off windfalls, opaque finances, and potential regulatory …
Ce titre sur l'infrastructure IA en plein essor vient de réaliser un coup de maître. Comment jouer NBIS ici.
This Red-Hot AI Infrastructure Stock Just Made a Game-Changing Move. How to Play NBIS Here.
The panel is bearish on Nebius (NBIS) due to concerns about earnings quality, reliance on a single customer (Reflection AI), …
Eli Lilly rachète AtaiBeckley pour 2,8 milliards de dollars. Ce que cela signifie pour l'action LLY
Eli Lilly Is Buying AtaiBeckley in $2.8 Billion Deal. What It Means for LLY Stock
The panel is divided on Eli Lilly's acquisition of ATAI, with concerns about regulatory risks, commercialization challenges, and the high …
Micron Technology : la demande de mémoire pour l'IA n'en est qu'à ses débuts (NASDAQ: MU)
Micron Technology: AI Memory Demand Is Still in the Early Innings (NASDAQ: MU)
The panel agrees that Micron's (MU) long-term prospects are promising due to AI-driven memory demand, but they also highlight significant …
Mohamed El-Erian : Kevin Warsh est "sérieux" quant à la réforme de la Fed et le rétablissement de son indépendance politique
Mohamed El-Erian Says Kevin Warsh Is 'Serious' About Reforming the Fed, Restoring Political Independence
The panel is largely bearish on Kevin Warsh's Fed appointments, citing risks of regulatory capture, mission creep, and potential governance …
L'action IBM subit sa pire journée en décennies, effaçant des milliards. Achetez la baisse, mais n'appelez pas cela une bonne affaire.
IBM Stock Suffers Worst Day in Decades, Wiping Out Billions. Buy the Dip but Don’t Call It a Bargain.
IBM's Q2 miss and subsequent 25% drop reflect execution risks, with panelists expressing concern about infrastructure revenue decline, slow software …
Zebra Technologies : à quoi s'attendre pour les résultats
Zebra Technologies Earnings Preview: What to Expect
Panelists debate ZBRA's growth prospects, with Grok and Gemini disagreeing on the sustainability of its EPS growth and the market's …
Voici un point rapide sur notre portefeuille d'actions, incluant 5 noms à acheter
Here's a rapid-fire update on our stock portfolio, including the 5 names to buy
The panelists generally agree that the portfolio is rotating out of overheated AI winners and into undervalued enablers and defensives, …
Stripe offre 53 milliards de dollars pour PayPal, et ne veut toujours pas se faire introduire en Bourse
Stripe Bids $53 Billion for PayPal, and Still Won’t Go Public
The panel is divided on Stripe's $53B acquisition of PayPal, with concerns about regulatory hurdles, integration risks, and potential overlap …
Rapport d'analyste : Progressive Corp/The
Analyst Report: Progressive Corp/The
The panelists agree that Progressive (PGR) is a strong player in the P&C insurance sector, but they await the full …