Berita Pasar Saham
Berita keuangan terbaru · Diperbarui Jul 16, 2026
Raksasa Perawatan Kesehatan Ini Diam-diam Menjadi Kekuatan AI
This Healthcare Giant Is Quietly Becoming an AI Powerhouse
While UnitedHealth's AI initiatives show promise in improving operational efficiency and reducing medical benefit ratios, the panelists express significant concerns …
D-Wave Quantum Melonjak Hari Ini -- Apakah Sahamnya Layak Dibeli Sekarang?
D-Wave Quantum Is Skyrocketing Today -- Is the Stock a Buy Right Now?
The panel consensus is bearish on D-Wave (QBTS), citing extreme valuation, long-term technical hurdles, and the risk of becoming a …
Menunggangi Gelombang AI Tanpa Tersapu
Riding the AI Wave Without Getting Wiped Out
The panelists agree that while AI-driven demand is driving high-bandwidth memory and storage, the structural shortage narrative is overstated and …
Mengapa Saham IBM Meroket Minggu Ini
Why IBM Stock Was Rocking it This Week
IBM's 17% gain reflects optimism around a $1B DoC grant for Anderon quantum foundry and AI cybersecurity rollout, but execution …
Aktivitas Opsi Jumat yang Patut Diperhatikan: NVDA, MSFT, COIN
Notable Friday Option Activity: NVDA, MSFT, COIN
Panelists agree that high trading volumes in long-dated MSFT and COIN calls reflect institutional positioning, but the directionality and conviction …
Kevin Warsh disumpah sebagai ketua Fed saat Trump menghadapi reaksi balik atas ekonomi
Kevin Warsh sworn in as Fed chair as Trump faces backlash over economy
The appointment of Kevin Warsh signals a potential erosion of the Fed's independence and a shift towards prioritizing growth over …
Trump ingin ketua Fed baru menjadi 'benar-benar independen'
Trump wants new Fed chair to be 'totally independent'
The panel generally agrees that Trump's appointment of Warsh signals a shift towards prioritizing growth over inflation stability, potentially leading …
Inggris menyetujui kesepakatan perdagangan £3,7 miliar dengan enam negara Teluk
UK agrees £3.7bn trade deal with six Gulf states
The panel generally views the UK-GCC trade deal as modest in economic impact, with the real value lying in data …
Singkirkan Private Equity. Senang Menjadi Bankir Lagi.
Move Over, Private Equity. It’s Great to Be a Banker Again.
The panelists generally agree that while banks may currently benefit from record trading revenues and M&A fees, these gains are …
Uber Bangun Kepemilikan Besar di Delivery Hero Jerman Seiring Spekulasi Pengambilalihan Meningkat
Uber Builds Large Stake In Germany's Delivery Hero As Takeover Speculation Builds
The panel is neutral to bearish on Uber's 19.5% stake in Delivery Hero, citing regulatory risks, high integration costs, and …
Iran Sebut 35 Kapal Keluar dari Selat Hormuz Saat Rubio Mengutuk Tarif
Iran Says 35 Ships Exited Strait Of Hormuz As Rubio Condemns Tolls
The panel agrees that Iran's claimed transits are significantly higher than independently verified counts, suggesting potential overstatement or tracking gaps. …
Apakah VanEck Semiconductor ETF adalah ETF yang Tepat untuk Dimiliki Saat Memasuki Bulan Juni?
Is the VanEck Semiconductor ETF the Right ETF to Own as We Head Into June?
The panel is largely bearish on SMH, citing high concentration risk (especially in Nvidia), rich valuation (26x forward P/E), and …