Berita Pasar & Analisis AI
Berita keuangan terbaru · Diperbarui Mei 05, 2026
Mengapa Saham Terns Pharmaceuticals Mengguncang Pasar di Bulan Maret
Why Terns Pharmaceuticals Stock Rocked the Market in March
The panel consensus is that the reported Merck-Terns deal is a fabrication, making any strategic analysis or valuation irrelevant. The …
Studi Gedung Putih: Larangan Hasil Stablecoin Hampir Tidak Meningkatkan Pemberian Pinjaman Bank
White House Study: Stablecoin Yield Ban Barely Boosts Bank Lending
The panel's net takeaway is that the White House study's $2.1B lending boost claim is overstated and ignores potential risks, …
Apakah Saham Goldman Sachs Dapat Memberikan Lonjakan Pasca-Laba Lainnya?
Can Goldman Sachs Stock Deliver Another Post-Earnings Pop?
Despite recent gains, Goldman Sachs' (GS) future performance is uncertain, with risks including stretched valuations, potential margin compression, and consumer …
Super Micro meluncurkan penyelidikan baru setelah pendiri bersama didakwa
Super Micro launches new probe after co-founder’s indictment
The panel is divided on Super Micro's (SMCI) outlook. Bears argue that the company's credibility crisis, involving a co-founder's indictment …
Broadcom Baru Saja Mendapatkan Kesepakatan AI yang Mengubah Permainan. Apakah AVGO Layak Dibeli Sekarang?
Broadcom Just Landed Game-Changing AI Deals. Is AVGO a Buy Now?
The panel discusses Broadcom's (AVGO) recent deals with Google and Anthropic, which increase revenue visibility and reduce customer concentration risk. …
Datavault AI Sebut Kontrak Tokenisasi Q1 Senilai $750 Juta Menunjukkan Bisnis RWA yang Lebih Terukur
Datavault AI Says $750M in Q1 Tokenization Contracts Point to a More Measurable RWA Business
The panel is skeptical about Datavault's (DVLT) $200M revenue guidance, with concerns about fee recognition timing, non-contract revenue streams, and …
Saham India Diprediksi Dibuka Lebih Tinggi Seiring TCS Lampaui Perkiraan
Indian Shares Seen Opening Higher As TCS Tops Estimates
Despite TCS's earnings beat, the panel is bearish due to macroeconomic headwinds, particularly elevated oil prices, geopolitical risks, and capital …
Sorotan Panggilan Laba Delta Air Lines Kuartal Pertama
Delta Air Lines Q1 Earnings Call Highlights
Delta's Q1 results showed operational resilience, but Q2 guidance is uncertain due to high fuel costs and potential demand destruction. …
Pasar Saham Thailand Mungkin Menguji Resistensi Pada 1.500 Poin
Thai Stock Market May Test Resistance At 1,500 Points
Despite a 2.4% three-session rally, the SET index faces structural weakness and narrow leadership, with energy and financials sectors soft. …
Beberapa Pendukung Shah yang Muak Mengekspresikan Penyesalan Setelah Skala Pemboman AS di Iran Terungkap
Some Jaded Shah Supporters Express Regret After Scale Of US Bombing On Iran Revealed
The panel agrees that the ceasefire is fragile and geopolitical risk premium remains high, but they disagree on the impact …
Kerugian Kuartal Keempat Reitman's Canada Meningkat
Reitman's Canada Q4 Loss Climbs
Reitmans (RET.TO) reported a widening net loss despite modest revenue growth, indicating severe margin compression and raising concerns about operational …
Intel Baru Bergabung dengan Proyek Terafab Bersama Elon Musk. Apakah Itu Membuat Saham INTC Layak Dibeli?
Intel Just Joined the Terafab Project with Elon Musk. Does That Make INTC Stock a Buy?
The panel is bearish on Intel's current valuation, with concerns about execution risk, over-reliance on the Terafab partnership, and high …