Wiadomości giełdowe
Najnowsze wiadomości finansowe · Zaktualizowano Maj 24, 2026
Samsung znalazł szokujący nowy sposób na wejście w AI AMD
Samsung just found a shocking new way into AMD’s AI push
The panel generally agrees that Samsung securing HBM4 supply is positive for their memory margins but unlikely to lead to …
Dlaczego Wall Street wysyła mieszane sygnały dotyczące 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 …
Co kryje się za naciskiem Applied Materials, Inc. (AMAT) na sztuczną inteligencję
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) dostarczył „czysty” trzeci kwartał, mówi 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 …
Co strategia Salesforce, Inc. (CRM) na rok fiskalny 2027
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, …
Dlaczego Citizens pozostaje optymistyczny w sprawie 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 …
Jak NVIDIA Corporation (NVDA) Kształtuje Przyszłość Obliczeń
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 …
Czy Microsoft Corporation (MSFT) to spółka technologiczna z najlepszym wzrostem zysków w 2026 roku?
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% emerytów uważa, że Rezerwa Federalna pomaga Wall Street, a nie im — 4 czynniki, które możesz kontrolować, aby zmaksymalizować swój dochód
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. …
Wydatki na budownictwo w USA nieoczekiwanie spadają w styczniu
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 fundusz ETF na technologie, na który warto postawić, i 1, którego należy unikać, jeśli interesują Cię akcje związane z 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 …
Znacząca aktywność opcyjna w poniedziałek: 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 …