Berita Pasar & Analisis AI
Berita keuangan terbaru · Diperbarui Mei 14, 2026
Jim Cramer tentang Vistra: “Saya Tahu Ini Utilitas, Tidak Penting, Ini Murah Sekali”
Jim Cramer on Vistra: “I Know It’s Utility, Doesn’t Matter, It’s a Steal”
The panel's net takeaway is that Vistra (VST) is mispriced as a traditional utility, with EPS projected to double, but …
Jim Cramer tentang Uber: “Penjualan Ini Menciptakan Barang Murah”
Jim Cramer on Uber: “This Sell-Off Is Creating Bargains”
Despite Uber's growth potential and partnerships, panelists express concern about its fragile profitability, regulatory risks, and the unproven nature of …
Jim Cramer tentang Microsoft: “Bisnisnya Tidak Berkembang Sesuai yang Saya Inginkan”
Jim Cramer on Microsoft: “The Business Isn’t Growing the Way I’d Like It To”
The panel consensus is that while Azure's growth remains crucial, the market is over-indexing on AI hype at the expense …
TSMC mengalahkan ekspektasi Q1 karena laba melonjak karena permintaan chip AI
TSMC beats Q1 expectations as profits surge on AI chip demand
TSMC's Q1 results were impressive, with high gross margins and strong AI-related demand. However, the sustainability of these margins and …
Jim Cramer Menyoroti Investasi Talenta Meta Membuahkan Hasil
Jim Cramer Highlights Meta Talent Investment Paying Off
The panelists agreed that Meta's AI investments are crucial for its future, but they differ on the timing and magnitude …
Jim Cramer Mengatakan “Apapun Hal Buruk yang Seharusnya Terjadi pada NVIDIA, Itu Justru Tidak Terjadi”
Jim Cramer Says “Whatever Bad That Was Supposed to Happen to NVIDIA, It Just Didn’t Happen”
The panelists agreed that NVDA's recent rebound was primarily a relief rally, not a fundamental change in long-term demand. They …
Bernstein Hampir Melipatgandakan Target Harga Intel menjadi $60: Apakah Pembalikkan Keadaan Produsen Chip Ini Akhirnya Tiba?
Bernstein Nearly Doubles Intel’s Price Target to $60: Has the Chipmaker’s Turnaround Finally Arrived?
The panel consensus is bearish on Intel, with the key concern being the foundry's projected $2.51B operating loss in 2025 …
Jim Cramer Menyoroti “BlackRock Punya Kredit Swasta yang Baik”
Jim Cramer Highlights “BlackRock Has Good Private Credit”
Panelists agree that BlackRock's private credit exposure carries risks, particularly around illiquidity, opacity, and potential regulatory changes. They disagree on …
AmEx akan membeli Hyper yang didukung Altman untuk mendorong alat pengeluaran bertenaga AI
AmEx to buy Altman-backed Hyper in push for AI-powered expense tools
The panel is mixed on AmEx's acquisition of Hyper, with concerns about integration risks, talent retention, and uncertain ROI, but …
Graham Stephan Mengejutkan Komunitas Real Estat Dengan Mendaftarkan Semua Sewaan LA-nya Dan Pergi. Inilah Apa yang Menjadi Pemicu Akhir.
Graham Stephan Stuns The Real Estate Community By Listing All His LA Rentals And Walking Away. Here's What The Final Straw Was
The panelists agree that Graham Stephan's decision to exit the LA rental market signals a broader issue with collapsing risk-adjusted …
Prediksi: Saham Kecerdasan Buatan (AI) Ini yang Telah Melonjak Lebih dari 5x dalam Setahun Masih Berpotensi Melonjak 66% atau Lebih
Prediction: This Artificial Intelligence (AI) Stock That Has Jumped by Over 5x in a Year Can Still Soar by 66% or More
The panel is largely bearish on Applied Digital (APLD), citing high customer concentration, execution risks in data center construction and …
Apa Investasi ETF yang Lebih Baik, Indeks S&P 500 atau Emas?
What Is the Better ETF Investment, the S&P 500 Index or Gold?
The panel generally agrees that while GLD can serve as a useful hedge, SPY is the better choice for long-term …