the billionaire

the letter from the rich investor

Thursday, August 6, 2026
06 Aug, 2026
Uber Technologies Inc (NYSE:UBER, XETRA:UT8) saw its price target lowered to $101 from $103 by Bank of America, which maintained a ‘Buy’ rating following the company’s second quarter results, with the analysts citing a lower valuation multiple despite raising their earnings estimates. Shares...
The top Silicon Valley investor is sticking with the high-growth data mining company.
The company is running through cash faster than some investors may like.
Yahoo Finance Markets and Data Editor Jared Blikre joins Market Domination to discuss Alphabet (GOOGL, GOOG) following the tech giant's $25 billion debt raise, the latest move in the hyperscalers' AI infrastructure spending race.
SpaceX disclosed the hefty Tesla Megapack buys in new SEC filings. SpaceX stock rose modestly, while Tesla was little changed.
The neocloud specialist is facing pushback over its data center plans.
During August 3’s episode of CNBC’s Mad Money, host Jim Cramer spotlighted Microsoft Corporation (NASDAQ:MSFT) as July’s eighth-best performer in the S&P 500. After lagging broader tech indices for much of the year, Microsoft posted a massive 24.6% monthly gain, driven by a post-earnings surge: Eighth place, Microsoft, up 24.6%, with most of that gain […]
A modest earnings premium sits on top of one exceptional margin, and the AI build-out is now pressing on that margin.
Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward Cloudflare, CoreWeave, Snowflake, and Oracle.
Alphabet launched a 10-part bond offering after raising its 2026 capital spending forecast to fund AI infrastructure and other corporate needs.
The company is known as one of the most reliable dividend payers in the stock market.
Wall Street is taking a "prove it" approach to PayPal's current valuation.
The Dow’s winning streak was in jeopardy after a broad rally evaporated on Thursday. The blue-chip index was down 400 points, or 0.7%, after opening higher. The Nasdaq Composite was back up 0.1% after turning lower.
Nvidia is reportedly testing at least three Rubin Ultra variants with reduced HBM capacity.
Amazon (NASDAQ:AMZN) crossed a market value of $3 trillion for the first time on August 3, with shares jumping 5% to a record $285.01. The stock is up more than 23% this year, and it took just over two years to add that latest trillion after Amazon first closed above $2 trillion in June 2024. […]
A single ETF charging roughly four cents per $100 turned a modest investment into a small fortune over a decade, and the fee structure is the part of the story most investors never think to examine.
Charlie Munger's only trusted outside manager just made a striking move in financial services, abandoning a position in one of America's biggest banks to load up on the companies that sit above the entire credit system and collect fees no matter who wins or loses.
(Bloomberg) -- Nscale is telling prospective investors it has about $51 billion of total contracted revenue ahead of a US initial public offering that could take place as soon as in September, according to people familiar with the matter.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joine
The handset chip business still supplies most of Qualcomm's revenue, and it is now shrinking year over year on the Android side and stepping down on the Apple side at the same time.
The purchase brings SpaceX's first-half spending on Tesla's battery storage systems to $329 million, filings show
August is off to a rocky start for this utility stock.
Fluence Energy (NASDAQ:FLNC) reported record third-quarter order intake and backlog growth, including its first signed data-center developer order, while lowering its fiscal 2026 revenue and adjusted EBITDA outlook because of delays ramping new manufacturing capacity. President and Chief Executive
Papa John's dashes hopes for a quick going-private transaction. Investors abandon ship.
Arm Holdings has already traded near $450 this year, then lost nearly a quarter of its value in a month. Now Wall Street analysts are split on whether the AI compute giant can claw back those highs or if the real trouble is just beginning.
Moby summary of KVH Industries, Inc.'s Q2 2026 earnings call
The next leg of growth runs through AI accelerators, and that is the piece management says carries a gross margin slightly below the company average.
Moby summary of Liquidity Services, Inc.'s Q3 2026 earnings call
Moby summary of Frontdoor, Inc.'s Q2 2026 earnings call
Sandisk and Western Digital both fell despite record quarterly results, a sign the AI trade may be stalling. With gold climbing and bitcoin holding above $64,000, is this a sign that traders are seeing capital rotating back toward crypto? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
The Texas complex aims to produce more than one terawatt of AI computing capacity annually.
The truck will be the first model built on Ford's new Universal EV Platform.
Microsoft and Broadcom are both winning the AI trade, but they are winning it in completely different ways, and betting on the wrong one right now carries very different risks.
Sandisk stock falls Thursday after a disappointing outlook from the memory maker seemed to overshadow strong fourth-quarter results.
The timing raises new questions about Xbox's turnaround
SpaceX and Circle rank among the 10 largest positions in Ark's flagship innovation fund after the firm continued buying both companies following their second-quarter earnings.
The facility in Grimes County will span more than 100 million square feet and is expected to create at least 3,000 jobs
17:07
Seeking Alpha
SpaceX purchased $295 million of Tesla Megapacks during the second quarter.
16:59
Seeking Alpha
Block stock fell amid Q2 earnings and revenue that topped consensus estimates while profit guidance met expectations.
Microsoft stock is bouncing back after a year in the doldrums.
The lender says the rising cost of weight-loss drugs is still a worthwhile investment in employee health.
Chinese auto giant SAIC Motor and the US automaker General Motors (GM) have signed an agreement to extend their joint venture (JV) partnership by 20 years to 2047.
(Bloomberg) -- Alphabet Inc. has received about $115 billion of orders for its latest jumbo bond sale, signaling renewed investor appetite for debt tied to the artificial intelligence boom after a recent selloff.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joined Forces Months Ahead of H
Tesla CEO Elon Musk and Nvidia CEO Jensen Huang have touted humanoid robots as the ultimate physical embodiment of artificial intelligence.
The Dow Jones Industrial Average was down in late-morning trading Thursday, while the the S&P 500 an
The American dream didn’t just get more expensive—it started asking for a six-figure salary. As home prices climbed and mortgage rates surged, buying a house slipped further out of reach for millions of Americans, fueling debate over what’s really behind...
Magna's Q2 earnings beat estimates as Power & Vision margin expansion and productivity gains supported higher profit and raised 2026 guidance.
GTX's Q2 earnings and sales beat estimates on broad-based growth. Margin gains and productivity drove a raised 2026 outlook.
TSLA and SPCX offer high-growth exposure to AI, autonomy, satellites and space, but steep valuations and heavy spending raise investment risks.
Bezos' planned $4B AMZN share sale sparks a pullback, but strong AWS, AI and retail momentum suggest the move doesn't alter the company's growth story.
Was last month a warning sign or an opportunity for Tesla investors?
After months of speculation, the companies formally announced the massive project will happen just north of Houston.
TSMC just raised its capital expenditure to eye-popping levels, yet insiders warn it still cannot produce chips fast enough to satisfy demand. The case for staying the course on the foundry giant is stronger than the recent turbulence suggests.
BorgWarner beats Q2 earnings estimates as cost controls lift margins. It raises 2026 EPS guidance and expands buyback capacity.
Michael Burry called the 2008 housing collapse and became a legend, but his string of bearish bets against AI and the current market rally raises a question he keeps dodging: what does his actual track record look like when you demand proof?
Newly filed court exhibits show OpenAI’s legal strategy in Apple’s trade secrets lawsuit: argue that Apple’s own security and offboarding practices — including allowing an Apple manager to access a former engineer’s iCloud account after he left the company —undermine its claims that the allegedly stolen information was properly protected.
The help that flattered the June quarter is gone from the second half, and what replaces it depends on suppliers the company does not control.
SpaceX disclosed that it bought $295 million of Tesla Inc. Megapack batteries during the second quarter, highlighting the circular flow of capital, hardware and equity across two of Elon Musk’s biggest companies. Tesla Purchases Deepen Musk Company Ties The rocket...
Nextech3D.AI (CSE:NTAR, OTCQX:NEXCF, FRA:1SS) CEO Evan Gappelberg tells Proactive's Stephen Gunnion the company has reported $874,000 in new customer contract value and 160 new customer contracts, with software gross margins of 92%. He describes these as proof points of a new phase of growth for the AI-powered event technology business. Gappelberg says average contract value is up 77% and that the company is increasingly signing three-year deals rather than one-year deals, providing greater revenue visibility. Enterprise customers including Microsoft, Meta, Google, Deloitte, and BNP Paribas are among those buying from the company's three platforms: Eventdex, MapD, and KraftyLabs. On KraftyLabs, Gappelberg says it is the most underappreciated platform Nextech currently owns, and that the company is building it into an AI-first corporate culture platform with an AI avatar layer set to launch in the coming weeks. Gappelberg also reveals that Nextech is imminently close to signing what he calls the biggest deal in the company's history, describing it as a multimillion-dollar contract he expects to close in August. He says this deal, combined with 92% gross margins, will significantly accelerate the path to profitability and cash flow. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #Nextech3Dai #NexTech #AItechnology #eventstech #SaaS #softwaremargins #enterprisesoftware #smallcap #growthinvesting #techinvesting
Investing.com -- Elon Musk’s ambition to build the world’s largest semiconductor factory is officially moving forward. Today, Texas Governor Greg Abbott joined SpaceX and Tesla to confirm that Terafab—a massive, vertically integrated chip manufacturing plant—will be built in Grimes County, Texas. While Musk teased the project earlier this year, today’s announcement locks in the location and the staggering financials for the first phase of construction. Structured as a formal joint venture betwee
TM's Q1 earnings miss estimates as higher labor costs and R&D spending weigh on profit.
Its correlation to the index leaves real room for its own story, and its up-day and down-day readings show what that story costs in swings.
The 30-year Treasury yield just crossed a threshold not seen since 2007, the dollar is weakening when it should be strengthening, and two new power players in Washington are sending markets signals that contradict each other. Something in the global bond market is starting to break.
Tesla has cratered 27% this year while the broader market surged, yet one of Wall Street's most polarizing analysts is doubling down on a call that implies the stock nearly doubles from here. Here is what separates his vision from where prediction markets think this ends.
Aeva's Q2 loss narrows as service revenues nearly triple, lifting sales and turning gross profit positive despite higher operating expenses.
Kenneth Griffin built a $60 billion empire by finding the cleanest risk-reward setups in mega-cap tech, and his playbook treats NVIDIA, Tesla, and Meta very differently than the crowd does right now.
Lear's Q2 earnings beat estimates on E-Systems margin expansion. The company's 2026 share buyback target rises to at least $350 million.
Elon Musk's SpaceX and Tesla will initially invest $16.8 billion to build Terafab, an advanced AI semiconductor complex in Grimes County, Texas, as the ‌companies race to secure the chip capacity that the billionaire has called essential ‌to their future. The facility is intended at narrowing the gap between global chip supply and the more than ​1 terawatt of computing power that SpaceX and Tesla expect to need in the coming years. Future expansion phases could push total investment much higher, SpaceX said in a statement on its website on Thursday, adding that the facility would employ at least 3,000 people.
Wall Street brokerage Bernstein has reaffirmed a “Buy” rating on TeraWulf (NASDAQ: $WULF) stock, along ...
(Bloomberg) -- Kevin Warsh’s embrace of financial markets to help the Federal Reserve do its job would mean trading more precise policy tools for a blunt instrument.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksIt can work, but it’s an ineffic
Two investors who called the 2008 housing collapse agree the artificial intelligence trade has a dangerous weak spot. They disagree on whether it is time to bet against it. Michael Burry said Tuesday he is maintaining bearish positions against Nvidia...
The US interest rates rise in early trading on Thursday, as Middle East tensions continue to move the needle.
Travel has the power to inspire lifelong learning, broaden perspectives and spark curiosity. As part of its continued commitment to enriching the guest experience, Oceania Cruises®, the world's leading destination- and culinary-focused luxury cruise line, is introducing Curated Conversations, a new onboard series designed to inspire guests through engaging discussions with influential figures from the worlds of technology, film, culture and the arts.
Ford on Thursday revealed the name of its all-new affordable midsize electric pickup and the first model to roll off its new Universal Electric Vehicle (UEV) platform: the Fathom.
Veleonis and co/efficient released Building Faster Than Trust, a survey of 1,566 registered voters on eight major technology and AI companies and America's AI buildout.
Tim Cook spent considerable time talking about memory prices during Apple's latest earnings call.
Fighting inflation at home and abroad starts with solid fundamentals.
(Bloomberg) -- Nigeria agreed a gas deal that moves it closer to reviving a giant steel plant that hasn’t produced any metal since being built half a century ago.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMajor Hedge Funds Targeted in Wave of Attempted CyberattacksMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOThe agreement with
US Dollar Price Forecast: DXY trades near key support ahead of Friday’s U.S. Nonfarm Payrolls report, while EUR/USD tests resistance and GBP/USD consolidates after recent gains.
OpenAI asked a federal judge Wednesday to dismiss Apple's lawsuit accusing the AI giant and two former Apple employees of stealing trade secrets and soliciting confidential information from job candidates.
(Bloomberg) -- OpenAI is asking a federal judge to dismiss a lawsuit filed by Apple Inc. accusing the artificial intelligence company of stealing trade secrets, saying that the iPhone maker’s allegations are meritless.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targ
Wall Street firms have raised their price targets on Shopify following its fiscal second-quarter earnings.
A grey divorce at 60 can cut your retirement savings in half and leave you with a compressed timeline that punishes the wrong investment choices. Here is how three ETFs can rebuild both the growth and the income you lost.
The main ‘big tech’ names recently reported quarterly financial results. We look at what is being signalled to investors.
Apple Inc. has asked a U.S. judge to issue a preliminary injunction preventing two former employees and OpenAI from accessing, using, or disclosing alleged confidential information while its trade secrets lawsuit proceeds. Apple asked the court to require former employees...
05 Aug, 2026
Bitcoin has spent a year punishing patient holders with nothing but losses and silence. BlackRock just launched a fund that flips that equation, and the structure of the trade reveals something most IBIT investors have not yet considered.
Pilot Travel Centers, General Motors (GM) and EVgo recently reported that their shared fast-charging network has passed 300 locations with 1,300 stalls across 40 states, now reaching about 75% of the contiguous United States. See our latest analysis for General Motors. For General Motors, the charging milestone comes at a time when momentum in the stock has been building, with a 16.2% 1 month share price return and a 69.5% 1 year total shareholder return. Longer term holders have seen even...
If you hold shares, you're already carrying exposure to a potential swing that could redefine the stock's value over the coming year.
SpaceX and Tesla CEO Elon Musk is famous for his sky-high ambitions, including reaching Mars one day. After SpaceX’s earnings report Tuesday, Musk laid out four more brazen goals for the rocket and artificial-intelligence company, including reaching $1 trillion in revenue in less than five years. SpaceX stock tumbled about 14% to $108.27, down 10 cents from Friday’s closing price.
GE Vernova collaborator AirJoule is riding high on the AI data-center boom's formidable thirst — and excess waste heat.
Yahoo Finance Technology Editor Dan Howley explains how the AI boom is driving up the cost of consumer electronics.
Yahoo Finance Senior Business Reporter Brooke DiPalma dives into the crypto market and bitcoin (BTC-USD) using AlphaSpace
Amazon recently joined an exclusive group of companies with market caps worth more than $3 trillion.
Spanish Investor's Buffett-Style Strategy Surges as Value Makes a Comeback
Bitcoin’s price has struggled to break past $65,000 since the beginning of June, even hitting a 52-week low of around $57,700 in July.
SpaceX reported its first quarterly results as a public company, beating on revenue but falling 11% as investors focused on heavy capital spending. Its 18,712 bitcoin lost roughly $195 million in value during the quarter. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
A 2x leveraged Bitcoin ETF with over a billion dollars on the line is teaching traders an expensive lesson about what daily resets actually do to a position over time.
During an interview with CNBC, Moynihan said inflation had been easing before picking up again due to the effects of tariffs and the war on prices, adding that those pressures are now beginning to subside.
Toronto-based Coinkite says software bug meant passwords were less secure than thought
CEO Brian Moynihan says GLP-1 medications now account for roughly 13% of the bank's total annual healthcare spending
Ripple just secured a national bank charter, launched a stablecoin clearing billions in trades, and closed a years-long SEC battle, yet XRP sits 72% below a price it set in 2018. The reasons why reveal a fundamental tension built into how XRP was designed.
SAIC-GM has been operating in China's automotive sector since 1997, with cumulative production and deliveries surpassing 20 million vehicles.
Oshkosh tops Q2 estimates as sales rise 6.7% and Access orders hit $1.5B, but margin pressure and a slower fire truck ramp trim its 2026 outlook.
Carvana's Q2 revenues jump 52% on record retail volume and strong pricing, while EBITDA grows despite margin pressure from expansion investments.
CleanSpark mined 586 BTC in July and ended the month with 13,931 BTC in inventory and a 50 EH/s operational hashrate
The constraint management once pointed to for a fall in shop visit volume now sits inside the growth case, and the raised guidance now rests on working through it.
Yahoo Finance Markets & Data Editor Jared Blikre breaks down the forces driving the crypto market and the key catalysts that could fuel the next leg higher for bitcoin (BTC-USD).
Lucid's Q2 revenues jump 56.2% and beat estimates, but a $300 million inventory charge widens losses and keeps margins deeply negative.
GE's commercial engines unit surges on services, spare parts and LEAP deliveries, while major orders support its 2026 growth outlook.
Rivian's Q2 loss narrows as software growth, regulatory credits and higher deliveries lift revenues, while R2 momentum drives a raised 2026 outlook.
CMI's Q2 revenues beat estimates. The company raises its 2026 outlook, but higher compensation, R&D, freight and coverage costs weigh on earnings and margins.
Stellantis had a much-improved second quarter, but Wall Street still isn't buying. Should you?
Memory stocks have always been among the most volatile in the semiconductor sector. They run hard when the cycle is right, then give back a lot of it when investors start pricing in the next downturn. Micron has been through that cycle more times than most companies, and investors who have watched ...
Bank of America is now accepting proposals for its 2027 Art Conservation Project through Sept. 30, 2026. The program provides grant funding to nonprofit museums, cultural institutions and conservation organizations undertaking projects to preserve historically or culturally significant artworks and artifacts.
The currency markets have no major announcements to focus on today, so ranges are likely to be watched by most.
Investing.com -- Bank of America reiterated a Buy rating and $380 price target on Apple in a note Wednesday, pointing to a sharp jump in manufacturing purchase commitments that it reads as a sign of an iPhone production ramp and component stockpiling.
Hashdex is closing DEFI, the first US spot Bitcoin ETF to shut down. Fees fell to $6,453 a quarter. What holders need to know.
SpaceX’s digital asset holdings fell by $539 million, declining 33% from $1.637 billion in December to $1.098 billion at the end of June. The company ...
13:30
Seeking Alpha
CEO Paul Prager said the company is transitioning from "platform formation" to "scaled execution" as it expands its AI infrastructure business.
The latest update for Simon Property Group shows a modest lift in fair value estimates, with the internal price target moving from US$224.42 to US$227.95. That shift aligns with recent Street research, where price targets are clustering higher as analysts refine funds from operations and net operating income assumptions, even while views on risk and entry points remain split. Read on to see how these changing targets, and the research behind them, can help you track the evolving analyst story...
GE Aerospace has outperformed the broader market over the past year, and analysts remain highly bullish on its growth prospects.
Bitcoin has indeed functioned as a store of value in an unexpected way: it has delivered net-zero returns since late 2021!
The deal allows each company to use the other’s full portfolio of patents. USAA for years has sued – or threatened court action against – banks it says infringe on its remote deposit capture patents.
NEW YORK, August 05, 2026--Individuals and small businesses receiving money from family, friends or businesses abroad will get a faster, clearer experience as Bank of America and J.P. Morgan go live with a new initiative from Swift, the organisation behind the global network that connects more than 11,500 financial institutions in over 200 countries and territories.
A rising institutional footprint helped slow bitcoin sell-offs, and the current dip appears significantly less volatile than past crypto bear markets.
General Motors (NYSE:GM) has renewed its joint venture with China’s SAIC Motor for another 20 years, marking a new chapter for the partnership after a major restructuring of its operations in the Chinese market that included factory closures and a streamlined vehicle lineup. The renewed agreement preserves the companies’ 50-50 ownership structure and places greater emphasis on developing vehicles within China to better meet the preferences of local consumers.
PARIS, August 05, 2026--Ekovolt Welcomes Éric Scotto, Co-Founder of Akuo Energy, as a Shareholder, and Rebrands as Pont Digital Infrastructure
The US dollar trades cautiously ahead of Friday’s Nonfarm Payrolls report as investors assess Fed rate expectations, cooling labor market data, and the outlook for EUR/USD, GBP/USD, and the DXY.
Bank of America (NYSE:BAC) disclosed that it may face monetary penalties tied to deficiencies in its anti money laundering program. The bank indicated that a resolution with the Office of the Comptroller of the Currency, or OCC, could be near. This disclosure marks a change from earlier statements that suggested any regulatory outcome was not expected to have a material financial impact. Bank of America is one of the largest U.S. banks, with a broad mix of consumer, commercial, and...
GM has taken on considerable cost in recent years to reorganize its China business and facilitate new vehicle launches in the country.
04 Aug, 2026
A positive update on Oklo's reactor progress could reverse the nuclear stock's downward spiral.
Micron Technology Inc (NASDAQ:MU) remains a ‘Bu’y at Bank of America, which reiterated its $1,550 price target and viewed the recent pullback in the stock as an enhanced buying opportunity as end-demand, particularly from cloud and AI infrastructure, remains solidly on track. Shares of Micron...
17:35
Seeking Alpha
Monday's approval was already telegraphed, the rare double upgrade beside it was not, and the finished flight test frees engineering capacity for a different program entirely.
Micron stock could earn $150 a share in 2028, and is still a buy.
Investing.com -- Bank of America reiterated a Buy rating and $1,550 price target on a key memory stock in a note on Tuesday, telling investors the recent pullback is an "enhanced buying opportunity" rather than a reason for concern.
Applied Materials (AMAT), Lam Research (LRCX), and KLA (KLAC) sell machines used to manufacture and inspect processors and memory chips. Cloud providers purchase finished processors and memory for artificial intelligence data centers. Chip manufacturers may need more factory equipment when server ...
The U.S. dollar steadies ahead of JOLTS job openings and ISM Services PMI, while EUR/USD and GBP/USD react to key economic data and central bank expectations.
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.
GE Vernova’s shares have outperformed the broader market and sector peers, and analysts are bullish on the stock’s growth potential.
03 Aug, 2026
Invesco Mortgage Capital Inc. (the "Company") (NYSE: IVR) announced today that Peter Graham has joined its Board of Directors (the "Board"), effective August 3, 2026. Mr. Graham is Co-President and Chief Financial Officer of Sallie Mae (formally, SLM Corporation). In this capacity, Mr. Graham is responsible for finance, treasury and capital markets activities at Sallie Mae, as well as equity and fixed-income investor relations. Mr. Graham has more than 30 years of experience in financial service
Which of these SMR makers has a brighter future?
In July 2026, Philippine Airlines announced an agreement with GE Aerospace to equip 15 Boeing 787-10 Dreamliners, plus options for five more, with GEnx-1B engines, with aircraft deliveries expected between 2031 and 2034. This deal underlines ongoing airline interest in GE’s fuel-efficient, lower-emission widebody engines, reinforcing the company’s role in supporting quieter and more sustainable long-haul flying. We’ll now examine how this new GEnx-1B engine agreement with Philippine Airlines...
Boeing is delivering airplanes at a pace it has not managed in years, and almost none of the profit those airplanes will carry has shown up yet.
WILMINGTON, Ohio, August 03, 2026--ATSG today announced that Matthew Scagnelli has joined the company as Chief Human Resources Officer (CHRO).
US Dollar Index, EUR/USD and GBP/USD await NFP, JOLTS, ADP and ISM Services PMI as traders assess the Fed’s next move after last week’s rate hold.
Investors are in good company when they buy into the thesis that rising demand for power for AI data centers will continue to benefit GE Vernova over the long term.
01 Aug, 2026
GE Aerospace and NetApp, whose enterprise data storage has made it an AI infrastructure play, lead this weekend's list of five stocks near buy points, which are showing relative strength in a tricky market. Joining GE and NTAP is oncology diagnostics firm Guardant Health. Guardant Health is part of the IBD Leaderboard portfolio of elite stocks and Viking is on the watchlist for possible inclusion.
GE's energy spin-off is still a great long-term play on the booming AI market.
31 Jul, 2026
GE Aerospace stock rose on Friday, capping a week of gains that left it squarely within a buy zone. Shares rose 1.5% as they rebounded from key technical support. Like most aerospace stocks, GE Aerospace has had a year of ups and downs that has nonetheless yielded gains thus far.
GE Aerospace tops NOC on stronger growth estimates, share gains and commercial engine momentum despite a steeper valuation.
Honeywell’s spin-off into three separate public businesses from its massive industrial giant is complete. Investors are just beginning the hard part, Jim Cramer says. The CNBC host sees Honeywell Technologies (HON) and new independent Honeywell Aerospace (HONA) as an interesting long-term setup, ...
The US dollar continues to fight back, as we are looking to resume some of the previous trends.
The average brokerage recommendation (ABR) for GE (GE) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
The U.S. dollar weakens after the Federal Reserve held interest rates steady, while EUR/USD and GBP/USD strengthen as markets assess global policy divergence.
29 Jul, 2026
December Euro currency futures present a selling opportunity on more price weakness.
The Federal Reserve is in play on Wednesday, and this will be the main story it seems.
The U.S. dollar, EUR/USD and GBP/USD are in focus on Fed Decision Day as investors await the Fed’s policy statement and Chair Kevin Warsh’s guidance.
28 Jul, 2026
14:21
Seeking Alpha
The US dollar continues to flex its muscles early on Tuesday.
The Fed meeting, GDP, PCE inflation and payrolls could drive major forex moves this week. Explore the latest outlook for DXY, EUR/USD and GBP/USD.
27 Jul, 2026
The US dollar softened a bit in the early part of the Monday session, as the missiles in the Middle East have stopped, for the moment.
The Fed, GDP, PCE inflation and payrolls headline a pivotal week for forex markets. Explore the latest outlook for DXY, EUR/USD and GBP/USD.
24 Jul, 2026
23:42
Yahoo! Finance
Investing.com -- Europe’s economy is nearing a critical point as renewed energy inflation, slowing manufacturing activity and limited fiscal support raise the risk of a technical recession, according to BCA Research.
The ECB kept rates unchanged as traders turn to U.S. PMI data and the Fed meeting. Explore the latest outlook for DXY, EUR/USD and GBP/USD.
23 Jul, 2026
The American currency is moving higher as oil prices soar amid rising tensions in the Middle East.
The European Central Bank left interest rates unchanged Thursday amid uncertainty about how volatile energy prices will affect inflation. The central bank for the 21 countries that use the euro currency left its benchmark rate unchanged at 2.25% following a quarter-point hike at its previous meeting June 11. Analysts say the bank may simply be taking a pause to gather more information amid swings in oil prices, which fell after announcement of a ceasefire but then rose again when the ceasefire agreement collapsed and fighting resumed.
The ECB is likely to hold rates steady today, and avoid premature signals on September policy as energy risks, Iran tensions and a weaker euro keep inflation uncertainty alive.
10 Jul, 2026
08 Jul, 2026

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