Berita Pasar Saham
Berita keuangan terbaru · Diperbarui Jul 24, 2026
Solid Q1 dan Panduan Menggarisbawahi Mengapa Danaher Corporation (DHR) adalah salah satu Pilihan Saham Large-Cap Steve Cohen
Solid Q1 and Guidance Underlines Why Danaher Corporation (DHR) is one of Steve Cohen’s Large-Cap Stock Picks
Panelists express caution about Danaher's (DHR) $9.9B Masimo acquisition due to regulatory risks, high premium, and long closing timeline, despite …
Sea Limited (SE) Menonjol Sebagai Pilihan Saham Kapitalisasi Besar Steve Cohen Teratas Berdasarkan Pertumbuhan Pendapatan yang Kuat
Sea Limited (SE) Stands Out as a Top Steve Cohen Large-Cap Pick on Robust Revenue Growth
Panelists agree that Sea Limited's impressive top-line growth is accompanied by concerning margin deterioration and high capital intensity. The role …
NVIDIA (NVDA): UBS Melihat Lebih Banyak Potensi Kenaikan Seiring Permintaan AI Tetap Sehat
NVIDIA (NVDA): UBS Sees More Upside as AI Demand Stays Healthy
Panelists agreed that NVDA's expansion into AI and robotics is strategic, but they differ on the timing and extent of …
Robert W. Baird Mempertahankan Peringkat Tahan pada Saham Fortinet (FTNT)
Robert W. Baird Maintains Hold Rating on Fortinet (FTNT) Stock
Despite strong fundamentals like RPO growth, Fortinet faces significant risks such as hardware exposure, Taiwan geopolitical issues, and potential cyclical …
General Dynamics (GD) Merilis Hasil Keuangan Q1 2026
General Dynamics (GD) Releases Q1 2026 Financial Results
General Dynamics' Q1 2026 performance shows strong top-line momentum with a 2x book-to-bill, but panelists express concerns about margin erosion …
Truist Menaikkan PT pada Saham Woodward (WWD)
Truist Raises PT on Woodward (WWD) Stock
While Woodward's guidance raise signals strong fundamentals, panelists express concerns about execution risk, cyclical demand, and potential margin compression. The …
Interactive Brokers Group (IBKR) Mengumumkan Peluncuran Antarmuka Terpadu untuk Perdagangan Pasar Prediksi
Interactive Brokers Group (IBKR) Announces Launch of Unified Interface for Trading Prediction Markets
While IBKR's integration of prediction markets is seen as tactically smart and potentially sticky, there's no consensus on its material …
Mizuho menaikkan PT pada Saham Advanced Micro Devices (AMD)
Mizuho lifts PT on Advanced Micro Devices (AMD) Stock
Despite strong Q1 results and AI-driven data center demand, AMD's high valuation and unproven software ecosystem (ROCm) pose significant risks. …
Bank besar jatuhkan bom atas taruhan suku bunga The Fed
Major bank drops bombshell on Fed interest-rate bets
The panel is divided on the likelihood and necessity of a Fed rate hike, with some arguing for a near-term …
Truist Menaikkan PT pada Saham Visa (V)
Truist Raises PT on Visa (V) Stock
The panelists express concern about Visa's slowing organic transaction growth and reliance on value-added services for revenue growth, questioning the …
Taiwan Semiconductor Manufacturing (TSM): Salah Satu Saham Fundamentally Strong Terbaik untuk Dibeli Sekarang
Taiwan Semiconductor Manufacturing (TSM): One of the Best Fundamentally Strong Stocks to Buy Now
TSMC's dominance in the foundry space is undeniable, but its high capex intensity and customer concentration risk may pressure margins …
Inilah Mengapa NVIDIA (NVDA) Adalah Salah Satu Saham Kuat Fundamental Terbaik untuk Dibeli Sekarang
Hers’s Why NVIDIA (NVDA) Is One of the Best Fundamentally Strong Stocks to Buy Now
The panelists' discussion centered around the risks associated with NVDA's high valuation and potential demand cliff due to hyperscalers' capex …