Tin tức thị trường chứng khoán

The Goldman Sachs Group, Inc. Q1 2026 Earnings Call Summary

Panelists have mixed views on Goldman Sachs' Q1 2026 performance, with concerns around private credit stress, reliance on IPOs and …

Nvidia Benekter Oppkjøpsrykte Som Fikk Dell, HP Til Å Stige

Nvidia Denies Acquisition Rumor That Sparked Dell, HP Rise

Despite the denial, Nvidia's strategic moves in AI compute stack are being priced in by the market. While a full …

Barclays Kutter Thomson Reuters (TRI) Mål, Sier AI-Narrativ Fortsetter å Dominere

Barclays Cuts Thomson Reuters (TRI) Target, Says AI Narrative Still Dominates

Panelists debate TRI's valuation and growth prospects, with bearish views prevailing due to concerns about AI narrative fatigue, competitive pressure, …

Airbus Aksjonærer Godkjenner Resolusjoner for 2026 Årsmøte

Airbus Shareholders Approve 2026 AGM Resolutions

Airbus's AGM showed governance continuity with a planned chair transition and board renewals, signaling stability despite industry challenges. The €3.20 …

Obsidian Therapeutics Vil Slå Sammen Med Galera I Omvendt Fusjon

Obsidian Therapeutics To Merge With Galera In Reverse Merger

The panel is largely bearish on the Obsidian-Galera merger, citing significant dilution for existing shareholders, high risks associated with solid …

Aksjemarkeder kommer seg etter tap under Iran-krigen midt i håp om fredsavtale; Reeves og Bessent skal møtes ved IMF – næringslivet i direkte sending

Stock markets recovering Iran war losses amid peace deal hopes; Reeves and Bessent to meet at IMF – business live

The panel is bearish on the current market rally, citing geopolitical uncertainty, high mortgage rates, and potential liquidity crunch in …

AA-skoler beordret til å refundere 80 000 lærere over skjulte gebyrer

AA driving schools ordered to refund 80,000 learner drivers over hidden fees

The CMA's enforcement action against AA for drip pricing signals a shift towards aggressive use of new powers, potentially leading …

AA og BSM dømt til å refundere trafikklærere for skjulte gebyrer

AA and BSM ordered to refund learner drivers for hidden fees

The consensus is that the £4.2m fine and £760k refunds are material but not existential for AA/BSM, with the real …

Chip gigant ASML hever 2026-prognosen ettersom etterspørselen etter AI-halvledere holder seg sterk

Chip giant ASML raises 2026 guidance as AI semiconductor demand stays strong

Despite ASML's strong Q1 and raised 2026 guidance, panelists express concern about geographic concentration risk, particularly the high exposure to …

Stanley Druckenmiller Gjorde 1 Stort Veddemål Som Fortsatt Virker Attraktivt I Dag og Kuttet 2 Toppstillinger

Stanley Druckenmiller Made 1 Huge Bet That Still Looks Attractive Today and Cut 2 Top Positions

The panel is divided on Druckenmiller's Alphabet (GOOGL) position, with some seeing it as a bet on AI infrastructure and …

Nat-Gas Priser Trekker Tilbake på Grunn Av Over-Normal Temperaturer i USA

Nat-Gas Prices Retreat on Above-Normal US Temps

After verifying the lack of confirmed damage to Ras Laffan, the panel consensus shifted to bearish, focusing on the US's …

Råolje stiger etter at USAs blokade av Hormuzstredet begynner

Crude Oil Rallies as US Blockade of Strait of Hormuz Begins

The panel is divided on the impact of a potential US naval blockade of the Strait of Hormuz on oil …