the billionaire

the letter from the rich investor

10 Aug, 2026
With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap..
Don't let Trump's new tariffs hold you back from investing in global stock ETFs.
Chinese robot maker Unitree has priced its Shanghai initial public offering at 150.8 yuan per share, with subscriptions to start on ‌Monday, as it seeks to raise 6.1 billion yuan ($904 million) in a deal that ‌would see it become the first mainland-listed humanoid robot manufacturer. Below are some facts about Unitree, and why it is leading ​several Chinese robotics companies towards public listings. WHAT IS UNITREE?
The communications-platform company's growth has now accelerated for two straight quarters -- and management raised the full-year guide to match.
SpaceX posted strong momentum during the second quarter, but several questions loom.
If Micron returns to its historical average valuation, it's a no-brainer buy now.
The pace of dividends and buybacks runs near $37 billion a year -- and the cash covering it arrives unevenly.
The answer to who is funding the AI build-out could matter far more for cash-burning AI companies than for Nvidia itself.
(Bloomberg) -- Tencent Holdings Ltd.’s spending plans will draw investor scrutiny as investors cool on lavish outlays on artificial intelligence.Most Read from BloombergTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Iran Says Hormuz Deal Close But Its Conditions Must Be MetOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300China Unleashes $28 Trillion Capital Markets to Challenge US in AILast month, the
Apple's September launch of the iPhone 18 Pro family is more than tradition. It is a key part of the entire ecosystem, all built around this fixed date in the calendar.
The newly public companies offer investors a choice between the hot space sector and the emerging quantum computing market.
09 Aug, 2026
This detail from their earnings reports could spell trouble for Micron's stock in the long run.
The market is unclear whether the Fed will hike interest rates at its September meeting.
The building materials distribution platform declined after closing a major acquisition, while interest rates and oil prices rose.
The quarter set records and the outlook went up for a third time this year. The market erased about $2 billion of value anyway.
Multiple market indicators are issuing warning signals right now, but history still has good news.
22:27
Yahoo! Finance
Apple is testing memory chips from China’s CXMT across its product lines, including iPhones and MacBooks, as global tech reckons with an AI-induced memory shortage.
Rising memory chip prices could be a difficult challenge for new CEO John Ternus.
The Clarity Act could be a major unlock for XRP, if it passes and gets signed into law.
Canaccord Genuity Group (TSE:CF) reported stronger fiscal 2027 first-quarter results as growth in wealth management and capital markets lifted revenue and profitability, supported by favorable equity markets, higher client activity and expense discipline. Firm-wide revenue rose 29% from a year earl
The conglomerate's 16% jump looks impressive until you see which line did most of the lifting.
21:41
Yahoo! Finance
Smaller merchants are benefiting disproportionately from AI agent-driven purchases.
Any of these could derail your efforts.
IREN (NasdaqGS:IREN) is drawing fresh attention after management outlined a pivot toward AI-focused cloud computing, highlighting plans for large scale GPU deployments and data center build outs alongside a reduced emphasis on Bitcoin mining. See our latest analysis for IREN. IREN's 1-day share price return of 8.70% and 7-day share price return of 12.04% suggest investors are reacting to the AI cloud shift, even though the 90-day share price return is down 25.24%. At the same time, the 1-year...
Rising memory demand has shifted pricing power away from Apple, giving Micron and other memory makers a stronger negotiating position.
The breakaway chain drew just 2.53% of mining support, leaving its blocks hours apart and roughly 350 days from a difficulty adjustment while the main network powered ahead.
You can't go anywhere today without hearing people talk about artificial intelligence. AI is seeping into every aspect of our daily lives, for better or worse. No matter what you think about this sea change, there's no denying its existence. It's being incorporated into everything from smartwatches ...
Google Cloud grew revenue 82% during the second quarter, with nearly 90% of the Fortune 100 using the platform.
Japan's $96B bond losses are raising concerns over US Treasuries, the yen carry trade, and Bitcoin as the BOJ faces a difficult rate path.
Tim Cook's 15-year tenure has proven to be one of the best in corporate history.
The bearish case against SpaceX keeps finding new voices. I've now tracked short theses from Doug Kass, warnings from the former Nasdaq CEO, my colleague’s piece on Michael Burry walking away from the trade, and Jim Cramer urging patience before the lockup expiration. Now add Peter Andersen ...
Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $37.93 as of August 6th 2026. IREN’s trailing and forward P/E were 47.82 and 136.99 respectively according […]
Is AI the biggest risk to global markets? Here is what the S&P 500 concentration actually reveals right now.
Apple held early talks with CXMT, which is China's largest chipmaker by market value, about supplying components with the goal of using them in some devices sold in China, the report said, citing people familiar with the matter.
ChatGPT and Claude both ranked the same coin last, but they disagreed on which of the remaining two deserves your money right now, and the reasoning behind each pick reveals a real tension about where institutional crypto buying goes next.
Investor and television personality Kevin O’Leary said he may begin buying SpaceX shares once post-IPO volatility settles, arguing that the bigger long-term opportunity lies in Elon Musk potentially connecting SpaceX with Tesla Inc., artificial intelligence, robotics and autonomous driving. O’Leary...
Michael Saylor built his fortune and his reputation on a single promise: never sell bitcoin. Strategy has now broken that promise multiple times in quick succession, but one specific number buried in its preferred stock data reveals exactly when the selling stops.
VFIAX is one of the most popular ways Americans own the S&P 500, but two hidden costs quietly make it the wrong choice for millions of investors, and Vanguard already sells the fix.
On August 9, 2011, Apple overtook ExxonMobil to become the world's most valuable company for the first time. Many such milestones followed.
Institutions might start to win more trust from investors.
Despite facing tough competition and difficult logistical problems, SPCX is very expensive.
Six days like it since February 2022. Their aftermaths don't agree.
The Boring Company's valuation has nearly quadrupled in four years, but what exactly are investors getting?
Both IBIT and MSTR promised Bitcoin exposure, but in 2026 they delivered very different kinds of pain. Before you decide which one deserves a spot in your portfolio, you need to understand what you are actually buying with each.
Within the next five years, Bitcoin could soar past the $1 million price level.
Apple has been testing memory chips from China's ‌CXMT across product lines including ‌iPhones and MacBooks, to mitigate a component shortage ​fueled by the AI boom, the Wall Street Journal reported on Sunday. Apple held early talks with CXMT, which ‌is China's ⁠largest chipmaker by market value, about supplying components with ⁠the goal of using them in some devices sold in China, the ​report said, ​citing people ​familiar with the ‌matter.
The latest monthly jobs report could take the pressure off the Fed to hike rates.
Bitdeer, Forward, and Bit Digital report this week after sharp Q1 losses. Bitdeer stock jumped 83% in Q2. Here's what to watch.
When Apple put up prices for Mac, iPad, Apple TV and more, it left the iPhone untouched. That could be about to change.
Retiring on dividends at 60 sounds straightforward until you realize the yield tier you choose today could mean the difference between an income stream that doubles over a decade and one that quietly erodes your nest egg.
Micron and Sandisk are primed to cash in on huge growth.
In 2026, getting exposure to the crypto market starts and ends with Bitcoin.
Grayscale says crypto will advance without the CLARITY Act as a September 15 Senate vote looms and passage odds stay low.
Microsoft offers a lower-risk way to invest in the future of quantum computing by combining established AI and cloud leadership with an advancing quantum platform.
Investing.com -- Bitcoin traded under $65,000 on Sunday, slipping slightly over the previous 24 hours, as strong U.S. exchange-traded fund inflows competed with concerns surrounding the stalled BIP-110 minority chain.
The result is a six-figure sum. What produced it matters for the next decade.
In the second quarter of 2026, Geron Corporation reported revenue of US$57.48 million versus US$49.04 million a year earlier, a net loss of US$16.68 million, first-half revenue of US$109.32 million, and a reduced first-half net loss of US$20.32 million, while also filing a US$6.03 million common stock shelf registration for 4,500,000 shares tied to an ESOP. Investors now have an initial full-year 2026 view on RYTELO, with Geron guiding to net product revenue between US$220 million and US$240...
The largest companies are huge because they have run their businesses very well.
High-performing open-weight models could put downward pressure on pricing for the leading U.S. frontier labs.
Elon Musk is a polarizing figure, and buying Tesla means you are deferring to his management decisions.
08 Aug, 2026
Just days after hackers drained thousands of self-custody wallets in the Coldcard exploit, Bitcoin ETFs suddenly snapped a months-long losing streak with their strongest week in months. The timing is hard to ignore, but the explanation turns out to be more complicated than it first appears.
Hedge fund Situational Awareness is forced to sell its equity holdings, leading to a drop and a pop in AI-related stocks. What went wrong?
Doximity, Inc. recently reported fiscal first-quarter 2027 results, with revenue rising to US$156.62 million from US$145.91 million a year earlier, while net income and earnings per share declined year on year. Management emphasized rapid uptake and monetization of its clinical AI tools, updating guidance to US$170–171 million for second-quarter revenue and US$671–681 million for full-year revenue. We’ll now examine how Doximity’s raised revenue outlook, underpinned by accelerating adoption...
As investors scrutinize the AI data center capital spending of the "Magnificent Seven," the quarter's standout is Microsoft.
During CNBC’s Mad Money episode aired on August 5, Jim Cramer addressed investor concerns surrounding Space Exploration Technologies Corp. (NASDAQ:SPCX) and its immense capital requirements. Explaining why he remains bullish on SpaceX’s long-term trajectory despite the massive expenditures involved, Cramer stated: I want to take this moment to explain why the stock might be valuable […]
MP Materials (NYSE:MP) reported second-quarter 2026 revenue and PPA income of $126.1 million, more than double the prior-year period, as sales volumes of neodymium-praseodymium, or NdPr, increased 127% year over year. Consolidated adjusted EBITDA was $28.5 million, improving by $41 million from a ye
On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a list that already included Anthropic Claude, OpenAI’s ChatGPT Enterprise, and Microsoft Copilot. It is a bet that as companies rush to adopt AI, someone needs to watch […]
Eli Lilly (LLY) posted a second-quarter result strong enough to shift the debate around its stock. For months, the debate centered on one worry: a slow start for its new obesity pill. That worry did not disappear in the second quarter, but it stopped driving the conversation. Bank of America came ...
LegalZoom.com (NASDAQ:LZ) had one of the roughest weeks in its history, and it happened almost right on top of a product launch. On August 4, the company announced a new agent integrated into Microsoft 365 Copilot, putting business formation, compliance filings, and attorney consultations directly inside the productivity tool millions of small businesses already use. […]
General Motors (NYSE:GM) and SAIC Motor renewed their China joint venture for another 20 years, with a focus on new energy vehicles and global exports. The partners plan to launch at least 30 new energy vehicle models and build out GM's premium Electra sub brand from China. The renewed agreement shifts GM's China role toward local R&D, two way technology sharing, and positioning China as an export hub for next generation EVs. General Motors is only one example of how large automakers and...
VGT has quietly turned into a three-stock concentration problem for long-term holders, and selling to fix it means handing the IRS a check. There is a pairing strategy that rebalances the exposure without triggering a single taxable event.
Tech giants are pouring hundreds of billions into AI while quietly gutting the workforces that built them, and the labor data reveals a layoff rate that dwarfs anything seen during the 2008 financial crisis or the dot-com bust.
ChatGPT went from generating roughly $10 million a month on Apple's App Store in Jan. 2024 to more than $275 million in July 2026. Apple did not build ChatGPT. It does not train it, run it, or market it. But every time someone subscribes, Apple collects a commission. That dynamic is playing out ...
The Rivian R2 is, frankly, the most important vehicle Rivian has ever built. It's the car that's supposed to push Rivian over the edge on cost, scale, and profits.
Gilead Sciences (GILD) closed a strong second quarter, and Wall Street noticed. The drugmaker beat sales expectations across its biggest franchises, raised its full-year outlook, and gave analysts fresh reasons to stay bullish heading into the back half of 2026. Bank of America was one of them. The ...
Tesla’s deliveries in the UK have fallen sharply as the popularity of the carmaker’s Chinese rivals surges.
Tesla doesn't have to fail for the company's stock to disappoint investors.
In late July and early August 2026, Bank of America disclosed potential monetary penalties tied to anti-money laundering deficiencies while also issuing a series of senior unsecured callable notes across maturities from 2027 to 2046, and enhancing its digital Travel Center platform for cardholders. At the same time, the bank highlighted that GLP-1 weight-loss drugs now account for roughly 13% of its more than US$2.00 billion annual employee healthcare spend, underscoring a growing focus on...
Chevron's West Texas data center deal with Microsoft may jumpstart a new Big Ol and AI trend.
Pershing Square stock reacts to focus on concentrated portfolio and AI-linked holdings Pershing Square (PS) is back in focus after Bill Ackman spotlighted the hedge fund’s concentrated portfolio of seven stocks and emphasized key positions in Microsoft and Meta tied to artificial intelligence themes. See our latest analysis for Pershing Square. Pershing Square’s recent Microsoft and Meta commentary comes after a sharp rebound in momentum, with the stock posting a 56.53% year to date share...
Intel (NasdaqGS: INTC) announces a joint venture with SpaceX and Tesla to build a semiconductor fabrication facility in Texas as part of the Terafab project. The Terafab facility is intended to support chips for next generation robotics and autonomous vehicle platforms used by SpaceX and Tesla. The partnership highlights efforts by the companies to tighten control over chip supply for AI hardware and advanced manufacturing in North America. The announcement positions Intel as a key foundry...
The yield you chase at 52 could quietly cannibalize the very nest egg you need at 62. Before you reach for the biggest monthly payout, understand the compounding trap hiding inside each income tier.
Western Digital Corp (WDC) turned in one of the strongest quarters in its history on August 5, then watched investors punish the stock for it anyway. Shares fell as much as 16% across two sessions even though revenue and profit beat Wall Street’s targets by wide margins, according to a Reuters ...
Investing.com -- Switch Inc. has filed confidentially for a U.S. initial public offering that could take place as early as November, Bloomberg reported, citing people familiar with the matter.
SpaceX and Tesla's Terafab in Grimes, Texas, will produce AI chips for Optimus robots, Cybercabs and space-based data centers at massive scale.
Osisko Metals Incorporated reported second-quarter 2026 results showing a net loss of C$84.13 million, versus net income of C$0.796 million in the same period a year earlier, with basic and diluted loss per share from continuing operations of C$0.11. Over the first six months of 2026, the company’s net loss widened to C$158.82 million and loss per share from continuing operations increased to C$0.22, highlighting a sharp deterioration in profitability compared with the prior year period. We...
07 Aug, 2026
Aspen Aerogels (NYSE:ASPN) said it expects a sharp sequential increase in revenue and adjusted EBITDA in the third quarter, supported by energy-industrial project deliveries, rising General Motors EV production and expanding European demand for its PyroThin thermal barriers. The company forecast th
A confluence of forces paired to help send SPCX shares higher, today, Aug. 7, 2026.
General Electric (GE) is back in focus after GE Vernova, its former energy division, reported a US$176b backlog and a recent 5% share price pullback following weaker adjusted EBITDA and EPS. See our latest analysis for General Electric. At a latest share price of US$370.08, General Electric has seen a 90 day share price return of 24.54% and a 1 year total shareholder return of 35.25%. This points to momentum that remains firmly positive despite the recent pullback linked to GE Vernova’s...
Want true value stocks with low P/Es? Look at the auto industry.
Memory giant SanDisk’s (SNDK) Aug. 5 earnings report came with a difficult question hanging over the stock. After what’s been a monumental surge in NAND pricing and profitability, how much longer can it keep this up? As it has for the past several quarters, SanDisk blew past top- and bottom-line ...
Investor Gary Black of The Future Fund LLC has backed ride-hailing giant Uber Technologies Inc. as his pick to lead the autonomous ride-hailing market ahead of the likes of Alphabet Inc.‘s Waymo and Elon Musk‘s Tesla Inc.. Gary Black Says...
(Bloomberg) -- Switch Inc. filed confidentially for a US IPO, according to people familiar with the matter, joining its data center peers in tapping demand for exposure to the artificial intelligence theme.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordTrump Administration Considers Order on Autism and VaccinesIran Says Agreement on Hormuz Shipping Reached With OmanWalmart Tests Fulfillment Ca
Post-earnings momentum accelerated today as analyst enthusiasm fueled a 10% rally, signaling investor confidence in commercial AI demand, today, Aug. 7, 2026.
Thursday evening, MP Materials reported second-quarter Ebitda of $28.5 million, Wall Street was looking for $27.1 million.
FEATURE Tesla stock rose Friday, helping shares snap a three-week losing streak. Retail traders, as usual, are helping. Shares of the EV maker gained 2.8% to $328.58 on Friday, while the and rose 0.
GE Vernova's recent post-earnings dip is a good buying opportunity.
Tesla has several major advantages when competing in the robotaxi market.
The Texas semiconductor complex could give Tesla and SpaceX greater control over the chips powering their most ambitious AI products.
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Yahoo! Finance
Shares rose as weaker jobs data reduced expectations for higher interest rates and lifted growth stocks.
Three bank stocks, Bank of America, U.S. Bancorp and PNC Financial are hitting new highs while they also hover near buy points.
SpaceX plans a 100M SF Texas semiconductor facility that could reshape industrial development and advanced manufacturing.
Agentic AI stocks are moving in lockstep this Friday, and the gap in valuations between the leaders tells a very different story about what investors are actually betting on.
Bank of America's CEO said the company spends more than $250 million a year on GLP-1 drugs for employees, calling the growing cost a worthwhile investment.
Bank of America says investor optimism has reached its most extreme level since 2021.
F's sub-$30K Fathom targets affordability, manufacturing efficiency and profitability after the costly F-150 Lightning setback.
The American currency is under pressure as traders reduce bets on hawkish Fed.
Transparency notification byBank of America Corporation In accordance with article 14, § 1 of the law of 2 May 2007 on the disclosure of major holdings, Umicore was recently notified by Bank of America Corporation that it has crossed the legal threshold of 3% for the equivalent financial instruments upwards on 3 August 2026. The total holding of direct voting rights and equivalent financial instruments of Bank of America Corporation stood at 3.08% on 3 August 2026. Summary of the move: Date on w
This semiconductor stock has doubled in 2026 -- and the climb may not be ending anytime soon.
Honeywell Aerospace (HONA) is hindered by execution challenges but its fundamental business is "attr
Weight-loss drugs are becoming a popular perk, with almost a third of workers saying they’d even switch jobs for it. Bank of America has them covered.
The U.S. dollar gets hit after a weaker-than-anticipated jobs number.
OUST's Q2 revenues surge 56% as record sensor shipments, Rev8 traction and smart infrastructure demand fuel growth.
HMC's Q1 FY27 earnings beat estimates as revenues grow, with stronger Auto, Motorcycle and Financial Services results.
Bank of America upgraded Atlassian to ‘Buy’ and lifted its price target to $175 after the company's fourth-quarter results.
Which stocks are the best mutual funds buying? Marvell, Apple stock and Santander lead as 14 others also make this monthly screen.
Bank of America Corp allocates millions each year to provide GLP-1 obesity medications for employees, with CEO Brian Moynihan calling it an investment in workforce health and productivity. "We spend about $250 million or more on GLPs, and that’s up...
(Bloomberg) -- Investor bullishness has become so extreme that it’s time to start reducing exposure to risky assets, according to Bank of America Corp. strategists. Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltThe bank’s
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.
06 Aug, 2026
Tesla is spending billions on its next act, from robots to robotaxis, and the answers management gave when last pressed by analysts reveal the real risks in that strategy.
Honeywell Aerospace cut full year 2026 financial guidance while many of its peers are increasing their outlooks.
Apparent deescalation in the Gulf and lower expectations for the Fed to hike twice have been negative for the US dollar.
17:07
Seeking Alpha
16:59
Seeking Alpha
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.
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.
BorgWarner beats Q2 earnings estimates as cost controls lift margins. It raises 2026 EPS guidance and expands buyback capacity.
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.
TM's Q1 earnings miss estimates as higher labor costs and R&D spending weigh on profit.
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.
Lear's Q2 earnings beat estimates on E-Systems margin expansion. The company's 2026 share buyback target rises to at least $350 million.
05 Aug, 2026
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...
GE Vernova collaborator AirJoule is riding high on the AI data-center boom's formidable thirst — and excess waste heat.
SAIC-GM has been operating in China's automotive sector since 1997, with cumulative production and deliveries surpassing 20 million vehicles.
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.
GE's commercial engines unit surges on services, spare parts and LEAP deliveries, while major orders support its 2026 growth outlook.
The currency markets have no major announcements to focus on today, so ranges are likely to be watched by most.
13:30
Seeking Alpha
GE Aerospace has outperformed the broader market over the past year, and analysts remain highly bullish on its growth prospects.
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.
04 Aug, 2026
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.
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.
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.
10 Jul, 2026
08 Jul, 2026
31 May, 2026
Investing.com -- The Reserve Bank of India (RBI) is expected to maintain interest rates at its June monetary policy meeting while adopting a more hawkish tone, according to a new report by Bank of America (BofA) Global Research.
30 Apr, 2026
The iShares MSCI Indonesia ETF (NYSEARCA:EIDO) gives U.S. investors a single-ticker route into Southeast Asia’s largest economy, but the trip has been bumpy. Shares trade around $15 after sliding roughly 20% year to date and about 9% over the past year. The ten-year chart is no kinder: the fund is down about 18% over the ... This Indonesian ETF Has A High Yield But Has Notable Risks
War shock reshapes central-bank calculus: downside for growth, upside for inflation, making precautionary rate increases an option for the coming months. As for today, the ECB and Bank of England are seen keeping rates unchanged. (Published on 30 April 2026)
09 Apr, 2026
Six Swiss banks including UBS, Sygnum, and PostFinance launch a CHF stablecoin sandbox on Ethereum. The test runs through 2026.
01 Apr, 2026
In a single day, the share price of two holding companies on the Budapest Stock Exchange with links to the Orbán government, 4iG and Opus Global, fell 10-12%.View on euronews

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