Nouvelles de la Bourse
Dernières actualités financières · Mis à jour Aoû 22, 2026
L'IA rend-elle la vie plus chère ? La Fed anticipe des pressions à la hausse durables
AI Making Life More Expensive for You? Federal Reserve Says 'Upward Pressure' Likely to Sustain for Now
The panel agrees that AI is driving near-term inflation, primarily through capex-driven commodity pressures, but there's no consensus on its …
Reeves à la BBC : Burnham a besoin d'un plan clair pour gouverner dès le départ
Reeves tells BBC: Burnham needs worked-through plan to govern from the start
The panel consensus is bearish, warning of a 'fiscal powder keg' and structural stagnation inherited by the incoming Burnham administration. …
PDG tech milliardaire : Notre carnet de commandes de 25 Md$ prouve que "la demande est déjà là" car "nous n'avons jamais vu une telle expansion depuis la Grande Muraille de Chine"
Billionaire Tech CEO: Our $25 Billion Backlog Shows “The Demand Is Booked” as “We’ve Never Seen a Buildout Like This Since the Great Wall of China”
The panel agrees that while there's significant 'booked demand' for AI infrastructure, the key risk is margin compression due to …
AbbVie est déjà un roi des dividendes. Voici pourquoi l'accord Apogee à 10,9 milliards de dollars pourrait en faire une dynastie
AbbVie Is Already a Dividend King. Here's Why the $10.9 Billion Apogee Deal Could Make It a Dynasty
The panel is generally neutral to bearish on AbbVie's $10.9B acquisition of Apogee, citing high execution risk, unproven assets, and …
Comment jouer l'action SKHY après l'IPO de SK Hynix
How to Play SKHY Stock Following the SK Hynix IPO
The panel is largely bearish on SKHY, citing cyclicality of the memory market, potential execution risks around the Indiana fab, …
SK Hynix lève 26,5 milliards de dollars lors de la deuxième introduction en bourse la plus importante de Wall Street, devancée uniquement par SpaceX
SK Hynix raises $26.5 billion in Wall Street's second-biggest IPO ever, trailing only SpaceX
The panel is divided on SK Hynix's $26.5B IPO, with concerns about cyclicality, competition, and geopolitical risks, but also acknowledging …
Micron intensifie ses dépenses aux États-Unis à 250 milliards de dollars. Il reste encore de la marge pour que l'action MU progresse.
Micron Aggressively Lifts U.S. Spending to $250 Billion. There’s More Room for MU Stock to Run.
The panelists have mixed views on Micron's $250 billion capex commitment, with some seeing it as a bet on AI …
CrowdStrike vient d’effectuer un fractionnement d’actions. Le titre est-il à acheter maintenant ?
CrowdStrike Just Completed a Stock Split. Is the Stock a Buy Now?
The panelists generally agreed that CrowdStrike's high forward P/E (161x) prices in near-perfect execution and leaves little room for slowdown …
Analyse — Trump fait de la Bourse son tableau de bord, mais de nombreux Américains ne sont même pas dans la partie
Analysis-Trump makes the stock market his scoreboard, but many Americans aren't even in the game
The panel generally agrees that Trump's equity market focus and government stakes in firms like Intel and U.S. Steel create …
La hausse historique des retraites aux États-Unis en 2027 pourrait avoir un avantage inattendu, pour la première fois depuis 2023
Social Security's Historic 2027 COLA May Have a Silver Lining for the First Time Since 2023
The panel largely agrees that the 4.7% COLA is not a 'win' for retirees due to inflationary pressures and structural …
Le PDG d’Apple Tim Cook annonce un accord de $30 milliards avec Broadcom pour produire 15 milliards de puces
Apple CEO Tim Cook Announces $30 Billion Broadcom Deal to Produce 15 Billion Chips
The panel discusses Apple's $30B Broadcom deal, with mixed views on its implications for Broadcom's revenue visibility, margin expansion, and …
Voici combien le chèque moyen de la Sécurité sociale pourrait augmenter en 2027 si les projections actuelles COLA sont exactes
Here's How Much the Average Social Security Check Could Increase in 2027 If Current COLA Projections Are Correct
The panel generally agrees that the projected 3.8% to 4.7% COLA for 2027 is not a windfall for retirees but …