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Berita keuangan terbaru · Diperbarui Mei 24, 2026
Mengapa Wall Street Memberikan Sinyal Campuran pada Intuit Inc. (INTU)
Why Street Sends Mixed Signals on Intuit Inc. (INTU)
The panelists generally agree that Intuit's (INTU) 31% YTD decline and high forward multiple (45x) warrant caution, but there's no …
Apa yang Mendukung Dorongan AI Applied Materials, Inc. (AMAT)
What’s Behind Applied Materials, Inc. (AMAT)’s AI Push
Applied Materials (AMAT) is well-positioned for AI-driven semiconductor capex, but faces significant risks including cyclicality, NAND weakness, and geopolitical exposure …
Oracle Corporation (ORCL) Memberikan Kuartal Ketiga yang “Bersih”, Kata Mizuho
Oracle Corporation (ORCL) Delivered A “clean” Third Quarter, Says Mizuho
Oracle's Q3 results showed strong organic growth, but the $90B FY27 revenue target is debated due to high growth rates …
Apa yang Diisyaratkan oleh Strategi FY27 Salesforce, Inc. (CRM)
What Salesforce, Inc. (CRM)’s FY27 Strategy Signals
The panelists are cautious about Salesforce's FY27 outlook, with a consensus leaning bearish due to concerns about net retention rates, …
Mengapa Citizens Tetap Optimis Terhadap ServiceNow, Inc. (NOW)
Why Citizens Remains Bullish On ServiceNow, Inc. (NOW)
The panelists have mixed views on ServiceNow's 'AI Control Tower' strategy and $260 price target, with concerns around valuation, margin …
Bagaimana NVIDIA Corporation (NVDA) Membentuk Masa Depan Komputasi
How NVIDIA Corporation (NVDA) Is Shaping the Future of Computing
The panelists debate NVIDIA's valuation, with some bullish on its 'physical AI' pivot and high-margin verticalized compute, while others caution …
Apakah Microsoft Corporation (MSFT) Saham Teknologi dengan Pertumbuhan Laba Terbaik di Tahun 2026?
Is Microsoft Corporation (MSFT) The Tech Stock with Best Earnings Growth in 2026?
Microsoft's transition to AI-driven, consumption-based models holds significant growth potential, but rising capital intensity and supply constraints pose substantial risks …
74% Pensiunan Mengatakan The Federal Reserve Membantu Wall Street, Bukan Mereka — 4 Faktor yang Dapat Anda Kendalikan untuk Memaksimalkan Pendapatan Anda
74% of retirees say the Federal Reserve helps Wall Street, not them — 4 factors you can control to maximize your income
The panel agrees that retirees face real income challenges, but the survey's methodology and focus on Fed bias are contentious. …
Pengeluaran konstruksi AS secara tak terduga turun di bulan Januari
US construction spending unexpectedly falls in January
The panel agrees that construction spending, particularly in the private sector, is weak and shows no signs of immediate recovery. …
1 ETF Teknologi untuk Dimasukkan dan 1 untuk Dihindari Jika Anda Tertarik pada Saham AI
1 Tech ETF to Load Up On and 1 to Avoid If You're Interested in AI Stocks
The panel agrees that VGT's semiconductor exposure and QQQM's diversification into non-AI sectors like Walmart pose significant risks, while both …
Aktivitas Opsi Senin yang Patut Diperhatikan: RCL, JBL, COIN
Notable Monday Option Activity: RCL, JBL, COIN
The panel discusses heavy call volume in JBL and COIN, with Gemini and Grok interpreting it as institutional bullish bets …
Aktivitas Opsi Hari Senin yang Patut Diperhatikan: GE, FICO, KHC
Noteworthy Monday Option Activity: GE, FICO, KHC
The panelists debate the significance of unusual options activity in FICO and KHC, with mixed views on the bullish or …