Berita Pasar Saham

Dell Melonjak 33% karena Ledakan Server AI, Super Micro Computer Menambahkan 16% saat Belanja Hyperscaler Mempercepat

Dell Surges 33% on AI Server Boom, Super Micro Computer Adds 16% as Hyperscaler Spend Accelerates

Dell's Q1 results show strong AI server demand, but gross margin dilution and potential commoditization risks cloud the outlook. The …

Mengapa Saham Evolution Metals & Technologies Turun Drastis Minggu Ini

Why Evolution Metals & Technologies Stock Is Plunging This Week

EMAT's Q1 results and 12% stock drop reflect significant execution risks and cash burn concerns, with the key catalyst being …

Mengapa merger dengan SpaceX bisa menjadi hal buruk bagi pemegang saham Tesla

Why a merger with SpaceX could be bad for Tesla shareholders

The panel consensus is bearish, with the main concern being the governance downgrade and potential value destruction for Tesla shareholders …

Bank Laurentian Kanada Kuartal 2 Merosot Menjadi Kerugian

Laurentian Bank Of Canada Q2 Slips To Loss

Laurentian Bank's Q2 results reflect significant transition costs, with a GAAP loss and revenue decline. The market is pricing in …

Pernyataan Gubernur Bank of England, Bailey, Tidak Ada Ketergesa-gesaan Menaikkan Suku Bunga di Tengah Ketidakpastian Perang Iran

Bank of England’s Bailey says no rush to raise interest rates amid Iran war uncertainty

The panel agrees that the BoE will maintain the 3.75% rate through summer, tolerating above-2% inflation, but warns of potential …

Obituari Frank Land

Frank Land obituary

The panel discusses the historical significance of Frank Land's role in pioneering user-driven computing, but agrees that this obituary carries …

Qfin Holdings (QFIN) Rockets 25% on Stellar Q1

The panel consensus is bearish, with concerns about QFIN's Q2 guidance implying a significant YoY profit drop, potential one-time reserve …

Dan Ives: Pertumbuhan Anthropic 'hanyalah puncak dari bidang' untuk reli AI

Dan Ives: Anthropic’s growth is 'just the tip of the sphere' for AI rally

The panel expresses bearish sentiments regarding the current AI market, particularly around the high valuations and lack of profitability of …

Laporan Analis: Intercontinental Exchange Inc

Analyst Report: Intercontinental Exchange Inc

The panelists agree that ICE's core exchange business is strong, but the integration and future of its mortgage technology unit …

Palantir diperdagangkan pada 42 Kali Penjualan Masa Depan. ServiceNow diperdagangkan pada 6 Kali Penjualan Masa Depan. Salah Satu dari Ini adalah Beli yang Jelas.

Palantir Trades at 42 Times Forward Sales. ServiceNow Trades at 6 Times Forward Sales. One of These Is the Obvious Buy.

The panelists collectively express bearish sentiments towards Palantir (PLTR) due to its high valuation, reliance on government funding, and potential …

Genesco Menaikan Prospek EPS yang Disesuaikan FY27

Genesco Raises FY27 Adj. EPS Outlook

Panelists generally agree that Genesco's EPS raise is unsustainable due to widening losses despite sales growth, lack of top-line acceleration, …

Haruskah Hyperliquid Lebih Berharga dari XRP atau Ethereum?

Should Hyperliquid Be Worth More Than XRP or Ethereum?

The panel consensus is that Hyperliquid's buyback mechanism, while innovative, is highly dependent on sustained trading volume and faces significant …