Wiadomości giełdowe
Najnowsze wiadomości finansowe · Zaktualizowano Lip 16, 2026
Dlaczego akcje IBM radziły sobie tak dobrze w tym tygodniu
Why IBM Stock Was Rocking it This Week
IBM's 17% gain reflects optimism around a $1B DoC grant for Anderon quantum foundry and AI cybersecurity rollout, but execution …
Znacząca aktywność opcyjna w piątek: NVDA, MSFT, COIN
Notable Friday Option Activity: NVDA, MSFT, COIN
Panelists agree that high trading volumes in long-dated MSFT and COIN calls reflect institutional positioning, but the directionality and conviction …
Kevin Warsh zaprzysiężony na przewodniczącego Fed, podczas gdy Trump spotyka się z krytyką dotyczącą gospodarki
Kevin Warsh sworn in as Fed chair as Trump faces backlash over economy
The appointment of Kevin Warsh signals a potential erosion of the Fed's independence and a shift towards prioritizing growth over …
Trump chce, aby nowy przewodniczący Fed był „całkowicie niezależny”
Trump wants new Fed chair to be 'totally independent'
The panel generally agrees that Trump's appointment of Warsh signals a shift towards prioritizing growth over inflation stability, potentially leading …
Wielka Brytania zgadza się na umowę handlową o wartości 3,7 mld funtów z sześcioma państwami Zatoki Perskiej
UK agrees £3.7bn trade deal with six Gulf states
The panel generally views the UK-GCC trade deal as modest in economic impact, with the real value lying in data …
Precz z Private Equity. Znowu wspaniale być bankierem.
Move Over, Private Equity. It’s Great to Be a Banker Again.
The panelists generally agree that while banks may currently benefit from record trading revenues and M&A fees, these gains are …
Uber Buduje Dużą Udział w Niemieckiej Delivery Hero w Tle Spekulacji na Temat Przejęcia
Uber Builds Large Stake In Germany's Delivery Hero As Takeover Speculation Builds
The panel is neutral to bearish on Uber's 19.5% stake in Delivery Hero, citing regulatory risks, high integration costs, and …
Iran twierdzi, że 35 statków opuściło Cieśninę Ormuz, podczas gdy Rubio potępia opłaty
Iran Says 35 Ships Exited Strait Of Hormuz As Rubio Condemns Tolls
The panel agrees that Iran's claimed transits are significantly higher than independently verified counts, suggesting potential overstatement or tracking gaps. …
Czy ETF VanEck Semiconductor to właściwy ETF do posiadania w miarę zbliżania się do czerwca?
Is the VanEck Semiconductor ETF the Right ETF to Own as We Head Into June?
The panel is largely bearish on SMH, citing high concentration risk (especially in Nvidia), rich valuation (26x forward P/E), and …
Wzrost rentowności "wolnych od ryzyka" obligacji skarbowych wysyła inwestorów obligacji w poszukiwaniu lepszych okazji
Surge in 'risk-free' treasury yields sends bond investors in search of better opportunities
The panel agrees that rising yields and inflation pose significant risks, particularly for corporate bonds, and that the Fed's policy …
Prawdziwa „zmiana reżimu” Kevina Warsha w Fed może nastąpić głęboko w strukturach Wall Street
Kevin Warsh's real Fed 'regime change' may happen deep inside Wall Street's plumbing
The panel consensus is bearish, warning of significant risks from Warsh's proposed regime change. Key concerns include potential volatility spikes …
Ross, TJX, a Walmart ujawniają, jak radzi sobie prawdziwy motor amerykańskiej gospodarki
Ross, TJX, and Walmart reveal how the real engine of the U.S. economy is doing
The panelists generally agree that while Ross Stores (ROST) and TJX posted strong comps, the underlying reasons and sustainability of …