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Berita keuangan terbaru · Diperbarui Jul 12, 2026
SpaceX Berinvestasi 3X Lebih Banyak pada AI Daripada Roket dan Kehilangan $6,3 Miliar pada Segmen Tersebut Tahun Lalu. Haruskah Investor Khawatir?
SpaceX Invests 3X More on AI Than Rockets and Lost $6.3 Billion on the Segment Last Year. Should Investors Be Worried?
The panel is largely bearish on SpaceX's AI investments, with concerns about unproven orbital data centers, lack of revenue visibility …
Kerugian Genesco Inc. Kuartal 1 Menurun
Genesco Inc. Q1 Loss Declines
Panel consensus is bearish, citing weak revenue growth, margin compression, and lack of visibility into operational improvements. They question the …
CEO KPMG Australia Andrew Yates mengundurkan diri karena skandal pelapor
KPMG Australia’s CEO Andrew Yates quits over whistleblower scandal
The panel agrees that KPMG Australia's leadership exits signal escalating risks for the Big 4 in Australia, with potential margin …
Para juru masak top Inggris menyerukan pemotongan PPN 10% untuk pub dan restoran
Top UK chefs call for 10% VAT cut for pubs and restaurants
The panel consensus is that a 10% VAT cut for UK hospitality is unlikely to be a panacea, with significant …
Musk mengatakan SpaceX hanya menyetujui sewa AI Colossus enam bulan kepada Anthropic
Musk says SpaceX agreed only six-month Colossus AI lease to Anthropic
The panel consensus is that SpaceX's six-month, cancellable lease with Anthropic is an optionality play rather than a stable revenue …
Buckle Inc. Mengumumkan Kenaikan Pendapatan di Kuartal Pertama
Buckle Inc. Announces Advance In Q1 Income
Despite a strong Q1 beat, the panelists are cautious due to lack of guidance, gross margin details, and same-store sales …
GH Melampaui Target Rata-Rata Target Analis
GH Crosses Above Average Analyst Target
Despite crossing the average target, Guardant Health's price movement lacks fundamental justification and may be driven by momentum and analyst …
Icon Mencapai Target Harga Analis
Icon Reaches Analyst Target Price
Panelists generally view ICLR's share price crossing the consensus target as a neutral event, with no clear catalyst for sustained …
Dari ‘Clusters’ ke ‘Factories,’ Supercycle Jaringan AI Akan Mendorong Saham Marvell Lebih Tinggi
From ‘Clusters’ to ‘Factories,’ An AI Networking Supercycle Will Lift Marvell Stock Higher
The panelists generally agree that Marvell's (MRVL) high valuation (54x forward P/E) is based on aggressive growth assumptions, particularly in …
Harga Nat-Gas Pulih Seiring Prakiraan Cuaca AS Memanas
Nat-Gas Prices Rebound as US Weather Forecasts Warm
Despite a short-term weather-driven rally, persistent oversupply and limited export capacity suggest a bearish outlook for US natural gas prices …
Harga Minyak Mentah Turun Karena Pembicaraan Pembukaan Hormuz Berlanjut
Crude Oil Prices Sink as Hormuz-Reopening Talks Continue
Despite initial panic-driven selloff due to unverified Hormuz reopening rumors, panelists agree that the market remains severely undersupplied through October, …
Dolar Pulih Akibat Rencana Perdamaian AS-Iran yang Bertentangan
Dollar Recovers on Conflicting US-Iran Peace Plans
The panel is divided on the dollar's outlook, with some citing strong US data and others pointing to deflationary oil …