Nouvelles de la Bourse
Dernières actualités financières · Mis à jour Jul 26, 2026
460 milliards de raisons d'acheter des actions Alphabet à tout prix
460 Billion Reasons to Buy Alphabet Stock Hand Over Fist
The panelists agree that while Alphabet's GCP backlog and growth are impressive, the focus should be on profit and margin …
«Je ne pense pas à la situation financière des Américains», déclare Trump dans le cadre des pourparlers sur l'Iran
‘I don’t think about Americans’ financial situation,’ says Trump amid Iran talks
The panel generally agrees that high energy costs, driven by geopolitical risks, will lead to stagflationary pressures, hurting retail and …
Chine : un tribunal accorde une indemnisation à un travailleur licencié remplacé par l'IA
Chinese court awards compensation to sacked worker replaced by AI
The ruling increases the cost of capital for Chinese tech companies deploying LLMs in the short term, potentially hindering AI …
Les grands donateurs de Trump suspendent un projet de développement dans le Wisconsin, invoquant l'incertitude économique
Trump mega-donors pause Wisconsin development project, citing economic uncertainty
Uline's delay in constructing a 1M sq ft facility in Kenosha until 2027, citing 'economic unsettlement' and high interest rates, …
Les 10 choses à surveiller mercredi à la Bourse par The Club
The Club's top 10 things to watch in the stock market Wednesday
The panel expresses concern about the market's overemphasis on AI and speculative stocks, warning of potential volatility due to persistent …
L'inflation dans le commerce de gros bondit de 6% en avril sur une base annuelle, la plus forte augmentation depuis 2022
Wholesale inflation jumps 6% in April on annual basis, biggest increase since 2022
The panel agrees that the recent PPI spike signals a structural shift in inflation, with tariff-related cost-push inflation being passed …
Trump arrive à Pékin avec des PDG avant les réunions avec Xi
Trump arrives in Beijing with CEOs ahead of Xi meetings
The panel is divided on the implications of the US-China trade summit, with some seeing a potential 'sell-the-news' event or …
Altman détaille la chute d'OpenAI avec Musk, affirme que l'organisation à but non lucratif a été « laissée pour morte »
Altman details Musk's OpenAI fallout, says nonprofit was 'left for dead'
The panel consensus is that the trial's outcome may disrupt OpenAI's governance and execution timelines, potentially impacting Microsoft's AI defensibility …
Anduril double sa valorisation à plus de 60 milliards de dollars alors que la floraison des financements pour la technologie de la défense se poursuit
Anduril doubles valuation to over $60 billion as defense tech funding boom continues
The panel is divided on Anduril's $61 billion valuation, with concerns about execution risks, government procurement delays, and the company's …
Amazon abandonne le chatbot Rufus et lance l'agent d'achat Alexa dans un virage de stratégie d'IA
Amazon ditches Rufus chatbot, launches Alexa shopping agent in AI strategy pivot
Despite the potential for increased ad monetization, the panel consensus is bearish due to significant risks, including regulatory scrutiny over …
L'OPEP prévoit une croissance plus lente de la demande cette année alors que la production chute de plus de 30 % suite à la fermeture d'Hormuz
OPEC sees slower demand growth this year as production falls more than 30% on Hormuz closure
The panel is divided on the severity and duration of the supply shock caused by the Strait of Hormuz closure, …
Le développement de l'IA par les hyperscalers nécessitera des quantités massives d'énergie. Deux actions sous le radar en bénéficieront
Hyperscalers' AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit
The panel is divided on the investment potential of energy stocks related to AI hyperscale capex. While some argue for …