Notizie sul Mercato Azionario

Ultime notizie finanziarie · Aggiornato Lug 29, 2026

KMB KVUE O
▬ mixed

SDY, O, KVUE, KMB: Rilevato un grande deflusso dall'ETF

SDY, O, KVUE, KMB: Large Outflows Detected at ETF

The panel discusses large outflows from SDY, an ETF tracking high-dividend S&P stocks, with implications for holdings like Realty Income …

Nasdaq · Mag 11, 2026
DB PPI
▼ bear…

Eventi Chiave di Questa Settimana: CPI, PPI, Vendite al Dettaglio, Summit Trump-Xi

Key Events This Week: CPI, PPI, Retail Sales, Trump-Xi Summit

The panel is unanimously bearish, warning of a 'stagflation' setup due to sticky inflation, weakening demand, and geopolitical risks. They …

ZeroHedge · Mag 11, 2026
GM
▬ mixed

GM taglia centinaia di dipendenti IT con stipendio fisso mentre riduce i costi, valuta le esigenze

GM cutting hundreds of salaried IT workers as it cuts costs, evaluates needs

GM's IT layoffs and hiring indicate a strategic shift towards AI and autonomous vehicles, but the execution risk is high …

CNBC · Mag 11, 2026
MU INTC AMD QCOM +1
▬ mixed

L'approccio di Jim Cramer ai titoli AI in rialzo, più aggiornamenti sui nostri titoli di scissione

Jim Cramer's approach to rallying AI stocks, plus updates on our breakup plays

Panelists agree that AI infrastructure stocks, particularly Corning (GLW), are overvalued and driven by momentum rather than fundamentals, but disagree …

CNBC · Mag 11, 2026
AAPL TSLA BLK BA
▬ mixed

Trump invita Elon Musk, Tim Cook, Larry Fink e altri CEO a unirsi al viaggio in Cina per il summit con Xi

Trump invites Elon Musk, Tim Cook, Larry Fink and other CEOs to join China trip for Xi summit

The panel generally views the U.S.-China CEO delegation as a high-stakes leverage game, with negotiations focusing on purchasing commitments and …

CNBC · Mag 11, 2026
S U
▬ mixed

Trump dice che il cessate il fuoco con l'Iran è "in terapia intensiva" dopo aver respinto la controproposta di Teheran

Trump says Iran ceasefire is 'on life support' after rejecting Tehran's counterproposal

The panel agrees that the geopolitical risk premium is underpriced in the market, with a potential kinetic escalation in the …

CNBC · Mag 11, 2026
MSFT
▬ mixed

Processo OpenAI: Nadella afferma che Musk non gli ha mai sollevato preoccupazioni sull'investimento di Microsoft

OpenAI trial: Nadella says Musk never raised concerns to him about Microsoft investment

The panel's discussion reveals a mixed sentiment regarding Microsoft's OpenAI investment. While some panelists argue that Microsoft's defense is strong …

CNBC · Mag 11, 2026
JPM KKR KMPR
▼ bear…

Gruppo bancario guidato da JPMorgan Chase limita la linea di credito al fondo di credito privato in difficoltà di KKR mentre le perdite aumentano

JPMorgan Chase-led bank group reins in credit line to troubled KKR private credit fund as losses mount

The panel consensus is bearish on FSK due to rising non-accruals, AI-driven software loan vulnerabilities, and banks' loss of confidence …

CNBC · Mag 11, 2026
S U
▼ bear…

Trump, repubblicani del Congresso propongono la sospensione della tassa federale sulla benzina nel mezzo della guerra Iraniana

Trump, congressional Republicans float suspending federal gas tax amid Iran war

The panel largely agrees that suspending the federal gas tax is a politically motivated, inflationary measure that offers minimal consumer …

CNBC · Mag 11, 2026
D
▬ mixed

La guerra della ridistribuzione dei collegi non è finita, dicono i Democratici mentre Jeffries convoca una riunione questa settimana

Redistricting war isn't over, Democrats say as Jeffries calls a meeting this week

The panel generally agrees that redistricting will likely lead to increased legislative gridlock, potentially capping the upside for major fiscal …

CNBC · Mag 11, 2026
TSLA
▬ mixed

L'ex CFO di Tesla Deepak Ahuja entra in Redwood Materials

Former Tesla CFO Deepak Ahuja joins EV battery recycler Redwood Materials

Redwood Materials' hiring of Deepak Ahuja signals a shift towards operational efficiency and capital discipline, potentially preparing for an IPO. …

CNBC · Mag 11, 2026
AMAT
▬ mixed

I titoli dei chip continuano a salire. Ecco come acquistarne uno a meno

Chip stocks continue to surge. Here's how to buy one for less

The panelists agreed that Applied Materials (AMAT) is facing significant valuation risk, trading at 33x forward earnings against a 23x …

CNBC · Mag 11, 2026