Nouvelles de la Bourse
Dernières actualités financières · Mis à jour Jul 31, 2026
Les petites capitalisations sont-elles sur le point de faire un retour en 2026 ?
Are Small-Cap Stocks About to Make a Comeback in 2026?
The panel is divided on the outlook for small caps, with concerns about zombie firms, credit risk, and execution risk …
Meta est-elle une action à acheter ?
Is Meta Stock a Buy?
Meta's valuation at 19x forward earnings is debated, with bulls citing fast ad growth and bears warning of high capex …
Prédiction : Les actions d'infrastructure IA surpasseront le S&P 500 en 2026
Prediction: AI Infrastructure Stocks Will Crush the S&P 500 in 2026
The panel is largely bearish on the $700B AI capex thesis, citing potential latency in AI adoption, margin compression due …
Cette entreprise veut alimenter les agents d'IA, mais le cours de l'action est-il trop élevé ?
This Company Wants to Power AI Agents, but Is the Stock Priced Too High?
Cloudflare's (NET) expansion into AI agents and edge services is promising, but execution risks and competitive threats from hyperscalers like …
QQQM est un meilleur achat que QQQ -- pour une raison puissante
QQQM Is a Better Buy Than QQQ -- For 1 Powerful Reason
While QQQM offers a slight expense ratio advantage, the panel consensus is that QQQ's superior liquidity, options ecosystem, and tax-loss …
Est-il trop tard pour acheter des actions Apple ?
Is It Too Late to Buy Apple Stock?
The panelists generally agreed that Apple's AI integration is promising but faces challenges, including potential slow upgrade cycles, regulatory risks, …
Voici pourquoi les actions de Joby Aviation ont décollé cette semaine
Here's Why Joby Aviation Shares Lifted Off This Week
The panel is generally bearish on Joby's stock, citing concerns about FAA certification delays, high cash burn rates, and the …
MONECO Advisors se renforce sur cet ETF obligataire à maturité déterminée -- Voici pourquoi c'est important
MONECO Advisors Loads Up on This Defined-Maturity Bond ETF -- Here's Why It Matters
The panel consensus is bearish on MONECO's BSCW purchase, citing significant duration risk, credit quality concerns, and potential mark-to-market losses …
« Degré de complaisance » : les chaînes d'approvisionnement sont-elles préparées à l'impact de la guerre Iran-Israël en cours ?
‘Degree of complacency’: are supply chains prepared for impact of ongoing Iran war?
The panel largely agrees that the market is underestimating supply chain risks, particularly in manufacturing, due to the closure of …
Nationalisation complète de British Steel attendue dans le discours du Roi
Full nationalisation of British Steel expected in King’s speech
Panel consensus is bearish on the full nationalisation of British Steel, citing high fiscal costs, structural uncompetitiveness, and potential political …
Mike Ashley admet être à l'origine de la vidéo qui a fait chuter le président de JD Sports
Mike Ashley admits he was behind video that brought down JD Sports chair
The panel's net takeaway is that Mike Ashley's admission of orchestrating surveillance at JD Sports creates significant reputational and potential …
Les remboursements des droits de douane de Trump se réalisent bel et bien – et les entreprises devraient en tenir compte
Trump tariff refunds are actually happening – and businesses should pay attention
The panel is divided on the impact of $166bn tariff refunds. While some see potential working capital relief and boosts …