Berita Pasar Saham
Berita keuangan terbaru · Diperbarui Mei 23, 2026
Kekhawatiran Resesi Kembali Muncul: Mengapa Hal Itu Seharusnya Tidak Mengubah Strategi Anda
Recession Fears Are Back: Here Is Why That Should Not Change Your Strategy
The panel agrees that dollar-cost averaging works historically, but there's no consensus on whether now is a good time to …
Netflix Mundur Dari Warner Bros. Apakah Itu Langkah yang Cerdas?
Netflix Walked Away From Warner Bros. Was That a Smart Move?
Netflix's decision to walk away from the Warner Bros. Discovery deal at $83 billion was primarily a capital-allocation decision, preserving …
Futures Menyarankan Wall Street Dibuka Sedikit Naik
Futures Suggest Wall Street To Open Moderately Up
Panel consensus suggests a cautious, bearish outlook. Markets show resilience but underlying data points to labor market cooling, geopolitical risks, …
Kembalinya Hugo Barra ke Meta 5 tahun setelah keluar menggarisbawahi urgensi AI Zuckerberg
Hugo Barra's return to Meta 5 years after exit underscores Zuckerberg's AI urgency
Meta's pivot to AI agents is a significant shift, but the panel is divided on its potential success. While some …
Startup AI Hukum Harvey dinilai $11 miliar dalam putaran pendanaan, karena VC menyebarkan taruhan di luar perusahaan model
Legal AI startup Harvey valued at $11 billion in funding round, as VCs spread bets beyond model companies
The panel is divided on Harvey's $11B valuation, with concerns about sustainability, competition, and liability risks, but also acknowledging its …
Merck akan membeli Terns Pharmaceuticals seharga $6,7 miliar untuk memperkuat lini produk kanker
Merck to buy Terns Pharmaceuticals for $6.7 billion to boost cancer pipeline
Merck's $6.7B acquisition of Terns' leukemia drug is a high-stakes gamble to bridge the Keytruda patent cliff in 2028. While …
Dollar General menunjuk Jerry Fleeman Jr sebagai CEO berikutnya
Dollar General appoints Jerry Fleeman Jr as next CEO
The panel's net takeaway is that Dollar General's (DG) FY26 guidance projects a material deceleration in same-store sales, suggesting a …
Netflix (NFLX) Merosot Meskipun Hasil Kuat dan Rencana Ekspansi Strategis
Netflix (NFLX) Slid Despite Strong Results and Strategic Expansion Plans
Despite mixed market performance, Renaissance's inclusion of Netflix (NFLX) as a top Q4 2025 holding in their Large Cap Growth …
Mengapa Nutanix, Inc. (NTNX) Berkinerja Buruk Meskipun Mendapatkan Pangsa Pasar dari VMware
Why Nutanix, Inc. (NTNX) Underperformed Despite Gaining Market Share from VMware
The panelists debate Nutanix's (NTNX) positioning, with Claude and Gemini expressing bearish sentiments due to lack of concrete growth metrics …
Applied Materials, Inc. (AMAT) Menguat Didorong Permintaan Chip AI yang Kuat dan Kinerja Operasional yang Tangguh
Applied Materials, Inc. (AMAT) Gained on Strong AI Chip Demand and Resilient Operating Performance
The panel is divided on Applied Materials (AMAT), with concerns about capex compression and potential inventory overhang, but also opportunities …
Cardinal Health (CAH) Muncul Sebagai Kontributor Kunci pada Kekuatan Farmasi dan Ekspansi Margin
Cardinal Health (CAH) Emerged as a Key Contributor on Pharmaceutical Strength and Margin Expansion
Cardinal Health's (CAH) recent margin expansion, driven by specialty drugs and biosimilars, is being debated for sustainability. While some panelists …
L&G dan Manulife WAM bentuk aliansi manajemen aset global
L&G and Manulife WAM form global asset management alliance
The panel is divided on the L&G-Manulife alliance, with bullish views focusing on expanded distribution and product offerings, while bearish …