Berita Pasar Saham
Berita keuangan terbaru · Diperbarui Jul 04, 2026
Anthropic memperluas Project Glasswing ke 200 mitra
Anthropic expanding Project Glasswing to 200 partners
Anthropic's Glasswing expansion signals enterprise demand for automated vulnerability discovery, but the 6-12 month commoditization risk remains a significant concern. …
Elizabeth Warren Menyebut Kevin Warsh 'Boneka' Trump. Rapat Fed Pertamanya Mungkin Membuktikan Dia Salah
Elizabeth Warren Branded Kevin Warsh Trump’s ‘Sock Puppet.’ His First Fed Meeting May Prove Her Wrong
The panel consensus is bearish, with the key risk being the erosion of the Fed's independence and credibility under a …
Trump Menunjuk Regulator Perumahan Bill Pulte Sebagai Direktur Intelijen Nasional Sementara
Trump Taps Housing Regulator Bill Pulte As Acting Director Of National Intelligence
The panel unanimously expresses concern over Bill Pulte's appointment as Acting DNI while retaining his FHFA directorship and Fannie/Freddie chairmanship, …
Futures Menyarankan Wall Street Dibuka Lebih Rendah
Futures Suggest Wall Street To Open Lower
The panel is divided on the market's direction, with concerns about high valuations and geopolitical risks countering optimism about solid …
Mengapa Saham SoFi Melonjak 13% di Bulan Mei
Why SoFi Stock Soared 13% in May
The panel has mixed views on SoFi's recent performance, with concerns around tech platform concentration risk, stablecoin regulatory scrutiny, and …
Perusahaan Musk Mana yang Lebih Saya Inginkan? Tesla vs. SpaceX
Which Musk Company Would I Rather Own? Tesla vs. SpaceX
The panel consensus is bearish, with key concerns being regulatory scrutiny post-SpaceX IPO, capital intensity, dilution, and geopolitical competition.
Analisis-Bagaimana dorongan dari Nvidia mendorong Micron yang hemat biaya ke dalam ledakan AI dan kapitalisasi pasar $1 triliun
Analysis-How a nudge from Nvidia propelled frugal Micron into the AI boom and a $1 trillion market cap
Panelists generally agree that Micron's shift to HBM for AI accelerators is promising, but they caution about high capex requirements, …
Wall Street Tak Doyan Saham Semikonduktor. Haruskah Anda Beli Micron atau Intel Sekarang?
Wall Street Can't Get Enough of Semiconductor Stocks. Should You Buy Micron or Intel Right Now?
The panel consensus is bearish on Micron (MU) due to cyclical memory pricing risks and potential oversupply, despite its impressive …
Berkshire Memiliki Uang Tunai $400 Miliar dan Baru Menginvestasikan $6,8 Miliar ke Perumahan. Apa Artinya Bagi Investor.
Berkshire Has $400 Billion in Cash and Just Put $6.8 Billion Into Housing. What That Means for Investors.
The panel is divided on Berkshire Hathaway's $6.8B acquisition of Taylor Morrison. While some see it as a strategic move …
Factbox-Pemilik Mobil China Meningkatkan Kehadiran di Eropa
Factbox-China's carmakers expand their presence in Europe
While Chinese automakers like BYD and Geely are gaining market share in Europe, the panel expresses concern about margin compression …
Saham HPE melonjak karena backlog rekor, bisnis server AI yang booming
HPE stock soars on record backlog, booming AI server business
The panel is divided on HPE's recent performance, with some seeing genuine AI demand and others suspecting a backlog-fueled surge. …
Alphabet meningkatkan $80 miliar dalam bentuk aksinya untuk mendana infrastruktur AI
Alphabet raises $80 billion in stock to fund AI infrastructure
Alphabet's aggressive AI expansion, involving a massive $80B capital raise and $180-190B capex, faces significant execution risks, notably energy constraints …