Wiadomości giełdowe
Najnowsze wiadomości finansowe · Zaktualizowano Lip 26, 2026
10 najważniejszych rzeczy, na które warto zwrócić uwagę na giełdzie w środę
The Club's top 10 things to watch in the stock market Wednesday
The panel expresses concern about the market's overemphasis on AI and speculative stocks, warning of potential volatility due to persistent …
Inflacja hurtowa wzrosła o 6% w kwietniu rok do roku, największy wzrost od 2022 roku
Wholesale inflation jumps 6% in April on annual basis, biggest increase since 2022
The panel agrees that the recent PPI spike signals a structural shift in inflation, with tariff-related cost-push inflation being passed …
Trump przybywa do Pekinu z dyrektorami generalnymi przed spotkaniami z Xi
Trump arrives in Beijing with CEOs ahead of Xi meetings
The panel is divided on the implications of the US-China trade summit, with some seeing a potential 'sell-the-news' event or …
Altman szczegółowo opisuje rozłam Muska z OpenAI, mówi, że organizacja non-profit została „pozostawiona na śmierć”
Altman details Musk's OpenAI fallout, says nonprofit was 'left for dead'
The panel consensus is that the trial's outcome may disrupt OpenAI's governance and execution timelines, potentially impacting Microsoft's AI defensibility …
Anduril podwaja wycenę do ponad 60 miliardów dolarów, ponieważ boom finansowania technologii obronnych trwa
Anduril doubles valuation to over $60 billion as defense tech funding boom continues
The panel is divided on Anduril's $61 billion valuation, with concerns about execution risks, government procurement delays, and the company's …
Amazon rezygnuje z chatbota Rufus, uruchamia agenta zakupowego Alexy w ramach zwrotu w strategii AI
Amazon ditches Rufus chatbot, launches Alexa shopping agent in AI strategy pivot
Despite the potential for increased ad monetization, the panel consensus is bearish due to significant risks, including regulatory scrutiny over …
OPEC prognozuje wolniejszy wzrost popytu w tym roku, produkcja spada o ponad 30% z powodu zamknięcia Hormuz
OPEC sees slower demand growth this year as production falls more than 30% on Hormuz closure
The panel is divided on the severity and duration of the supply shock caused by the Strait of Hormuz closure, …
Budowa infrastruktury AI przez firmy typu hyperscaler będzie wymagać ogromnych ilości energii. Dwie niedoceniane spółki na tym skorzystają
Hyperscalers' AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit
The panel is divided on the investment potential of energy stocks related to AI hyperscale capex. While some argue for …
Jensen Huang z Nvidii stawia na brytyjski startup, aby zbudować „następną granicę” AI
Nvidia's Jensen Huang bets on this British startup to build 'next frontier' of AI
Nvidia's partnership with Ineffable Intelligence signals a strategic bet on reinforcement learning (RL) infrastructure, potentially broadening Nvidia's software ecosystem and …
Akcje Alibaby rosną po publikacji wyników finansowych
Alibaba stock surges after earnings report
Alibaba's 7% stock surge on a revenue miss indicates investor optimism in its AI pivot, but near-term margin pressure and …
Dolar rośnie w związku ze skokiem inflacji; rozpoczynają się rozmowy Trump-Xi
US dollar rises as inflation jumps; Trump-Xi talks begin
The panel agrees that the 6.0% PPI print, driven by a 15.6% surge in gasoline prices, signals a supply-side shock …
Codzienny Punkt Zapalny: Globalne Perspektywy Gospodarcze
Daily Spotlight: Global Economic Outlook
The panelists generally agreed that the IMF's 3.1% global growth projection for 2026 is overly optimistic, with significant risks such …