Nouvelles de la Bourse

Spencer Pratt prend de l'ampleur dans la course à la mairie de L.A. alors que les démocrates s'inquiètent

Spencer Pratt Surges In L.A. Mayoral Race As Democrats Grow Nervous

The discussion panel generally agrees that Spencer Pratt's LA mayoral campaign, while generating media buzz, is unlikely to win but …

Le président Donald Trump pourrait forcer la main de la Fed – mais pas de la manière dont vous l'imaginez

President Donald Trump May Force the Fed's Hand -- but Not in the Way You'd Expect

The panel consensus is bearish, with the market mispricing the transition from Powell to Warsh and the structural inflationary event …

Il n'est pas trop tard pour commencer à acheter les gagnants des centres de données. Voici pourquoi

It's not too late to start buying the data center winners. Here's why

The panel consensus is bearish on Micron and the memory market, citing cyclicality, stretched valuations, and significant risks such as …

Voici les 2 grandes choses que nous surveillons sur le marché boursier dans la semaine à venir

Here are the 2 big things we're watching in the stock market in the week ahead

The panel consensus is bearish on Qnity Electronics, citing rich valuation, potential earnings misses, and macroeconomic risks such as sticky …

Pourquoi l'achat de 6,6 millions de dollars de Millrose par un fonds ressemble à un pari sur le fait que les constructeurs de maisons resteront légers en actifs

Why One Fund’s $6.6 Million Millrose Buy Looks Like a Bet on Homebuilders Staying Asset-Light

The panel is largely bearish on Millrose Properties (MRP), with concerns about its high dividend yield, concentration risk, and potential …

Un fournisseur de santé américain majeur abandonne l'autorisation préalable pour 30 % des services — et 93 % des médecins estiment que c'est attendu depuis longtemps

Major US health provider drops prior authorization for 30% of services — and 93% of doctors say it's long overdue

UnitedHealthcare's (UNH) move to cut prior authorization by 30% is seen as a strategic pivot to protect its long-term 'license …

Cipher Digital (CIFR) publie ses résultats financiers du T1 2026

Cipher Digital (CIFR) Releases Q1 2026 Financial Results

The panel consensus is that Cipher Digital's (CIFR) Q1 2026 results indicate a precarious transition phase, with high capital intensity, …

Needham maintient la note d'achat sur le titre Zeta Global Holdings (ZETA)

Needham Maintains Buy Rating on Zeta Global Holdings (ZETA) Stock

Panelists are divided on Zeta Global's (ZETA) prospects. Bulls highlight impressive momentum, strong execution, and potential AI-driven growth, while bears …

Les meilleures actions de croissance en intelligence artificielle (IA) après le choc de l'hélium sont celles qui n'ont pas besoin du détroit d'Ormuz

The Best Artificial Intelligence (AI) Growth Stocks After the Helium Shock Are the Ones That Don't Need the Strait of Hormuz

The panelists agreed that Datadog and CrowdStrike's high multiples make them vulnerable to even modest growth misses, and the 'helium …

FTAI Aviation (FTAI) publie ses résultats financiers pour le T1 2026

FTAI Aviation (FTAI) Releases Financial Results for Q1 2026

The panel's net takeaway is that FTAI's current growth is driven by cyclical factors and may not be sustainable in …

Bank of America Upgrades Ulta Beauty (ULTA) Stock

The panel is divided on Ulta's outlook, with concerns about competition, inventory turnover, and margin sustainability, but also optimism about …

Oppenheimer relève l'objectif de cours de QXO (QXO)

Oppenheimer Raises PT on QXO (QXO) Stock

The panel is largely skeptical about QXO's $17 billion acquisition of TopBuild, citing significant integration risks, potential balance sheet strain, …