Berita Pasar & Analisis AI
Berita keuangan terbaru · Diperbarui Mei 03, 2026
Mengapa Saham Intuitive Machines Melonjak pada Hari Jumat
Why Intuitive Machines Stock Popped on Friday
Despite LUNR's recent contract win and the upcoming Artemis II splashdown, the panel remains cautious due to the company's lack …
Pasaran Eropa Ditutup Naik Seiring Investor Menanti Pembicaraan Diplomatik AS-Iran
European Markets Close Higher As Investors Await U.S.-Iran Diplomatic Talks
The panel agrees that today's rally is sentiment-driven and not based on fundamentals, with key risks including margin compression and …
Dividen Owens Corning Tiga Kali Lipat dan Jumlah Saham Turun 20%: Apakah Saham Siklus Perumahan Ini Pembelian untuk Investor Jangka Panjang?
Owens Corning's Dividend Has Tripled and Share Count Is Down 20%: Is This Housing-Cyclical Stock a Buy for Long-Term Investors?
Panelists debate OC's capital allocation strategy, with some seeing it as a risky move during a housing downturn, while others …
CEO Amazon Andy Jassy Baru Saja Menyampaikan Kabar Buruk untuk Para Beruang Kecerdasan Buatan (AI)
Amazon CEO Andy Jassy Just Delivered Bad News for the Artificial Intelligence (AI) Bears
The panelists debated the validity of Amazon's AI investment, with some expressing concern about the high capex and potential depreciation …
Aktivitas Opsi Jumat yang Patut Dicatat: PANW, FICO, AZO
Noteworthy Friday Option Activity: PANW, FICO, AZO
The panel discusses significant long-term positioning in FICO and AZO, with FICO's $1000 put volume suggesting institutional hedging or bearish …
Spekulasi Melonjak Bahwa Pembicaraan Pakistan Adalah Taktik Penundaan Menjelang Tindakan AS yang Diperluas Terhadap Iran
Speculation Surges That Pakistan Talks Are A Delay Tactic Ahead Of Expanded US Action On Iran
The panel generally agrees that the current situation involves a dual-track approach, with diplomatic talks coinciding with military posturing. They …
Futures Datar Menjelang CPI, Negosiasi Gencatan Senjata
Futures Flat Ahead Of CPI, Ceasefire Negotiations
The panel is divided on the sustainability of the current rally, with concerns about high inflation, geopolitical risks, and potential …
Kami menaikkan target harga kami untuk 4 saham dan memotongnya untuk 2 saham lainnya
We're raising our price targets for 4 stocks and cutting them for 2 others
The panelists generally agreed that CNBC's moves to up industrial/infra names and cut software targets were sensible, but there was …
Rumah Sam Altman dilempari koktail molotov, kantor pusat OpenAI San Francisco terancam
Sam Altman's house hit with Molotov cocktail, OpenAI San Francisco headquarters threatened
The panel generally agrees that the Molotov cocktail incident at OpenAI's headquarters is more of a reputational risk than a …
Rata-rata pengembalian pajak naik 11%, data pengajuan IRS terbaru menunjukkan
Average tax refund is 11% higher, latest IRS filing data shows
The panel is divided on the impact of the 11.1% refund increase, with some seeing it as a significant liquidity …
Laporan Analis: Smurfit WestRock plc
Analyst Report: Smurfit WestRock plc
The panel consensus is neutral, with concerns about containerboard pricing pressure, merger integration risks, and a lack of recent financial …
CEO Amazon ungkap pendapatan AI, menepis keraguan pengeluaran dalam surat tahunan
Amazon CEO reveals AI revenue, dismisses spending doubts in annual letter
Amazon's AI and custom chip run-rates are significant, but their sustainability and monetization remain uncertain. The panelists agree that customer …