the billionaire

the letter from the rich investor

Wednesday, August 5, 2026
05 Aug, 2026
Eli Lilly (NYSE:LLY) opened Wednesday’s session with a blowout second-quarter earnings report, sending shares sharply higher and cementing the drugmaker’s status as the only pharmaceutical company trading above a $1 trillion market cap. On a CNBC segment breaking down the release, anchor Joe Kernen walked viewers through the headline figures that pushed the stock up ... Eli Lilly’s Weight-Loss Drug Demand Is Nearly Limitless. Here’s What Comes Next for the $1 Trillion Drugmaker
SpaceX just posted its first public earnings report and shares cratered in after-hours trading, but Elon Musk is calling the selloff a buying opportunity. Before you follow his lead, there are some serious questions about the numbers worth considering.
A strong earnings report sends Disney stock into triple digits, but investors have seen this story before.
Warren Buffett once said investors would have been better off if someone had "shot Orville down" at Kitty Hawk.
Apple reportedly approached CXMT for lower mobile-memory prices.
Uber is investing aggressively in robotaxis.
A sweeping AI leadership overhaul sent Alphabet shares sliding Wednesday, rattling investor confidence despite a blowout earnings quarter. The path to $400 hinges on something far less obvious than executive rosters or earnings beats.
The U.S. Treasury has been buying yen to prop up its value relative to other world currencies.
Get paid a significant income stream now, which you keep no matter what, for the chance to buy a semiconductor leader at a steep discount if it ever gets there.
18:15
Yahoo! Finance
The company will be the exclusive provider of AI chips to another big name in the space.
This linchpin of the AI chipmaking market still has plenty of upside potential.
(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par
The options market is pricing a sizable swing for the streaming giant, and if you hold the shares, you are already carrying that full two-sided risk.
The customer list now includes Microsoft and Nvidia. The hard part is building fast enough to serve them.
(Bloomberg) -- Microsoft Corp. generates most of its artificial intelligence revenue from OpenAI, according to new disclosures from the company. Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOIran Says Agreement on Hormuz Shipping Reached With OmanTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallThe software giant recorded $2
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."
SpaceX stock has been weak for weeks. Analysts are sticking with their price targets. The average analyst price target for SpaceX stock is about $227 a share, according to FactSet, down $1 since SpaceX reported better-than-expected second-quarter numbers on Tuesday evening.
More capable AI could create multiple different profit opportunities.
Big Tech just closed out its second-quarter 2026 earnings season, and the results looked, on paper, like a triumph. Microsoft, Amazon, and Alphabet all posted numbers that blew past Wall Street's estimates, and headlines celebrated growth rates that haven't been seen in years. Dig one layer deeper, ...
Micron, Samsung and SK Hynix have reportedly committed significant portions of their 2027 output.
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.
Cloud computing giants are back in favor as investor support for artificial intelligence (AI) capital expenditures grows.
TransMedics stock slipped on mixed results, but its future remains bright.
Three dividend stocks share the same cut-off deadline this week, meaning investors who wait even one extra day walk away with nothing. Here is what separates a timely income play from a missed opportunity.
Tech investors hoping that a wave of AI spending will moderate in 2027 are likely to be disappointed.
Wall Street has piled 41 buy ratings onto AMD with zero sells, yet shares just cratered after a blowout quarter. Something about this setup does not add up, and the answer points toward a price target most analysts have not caught up to yet.
The ride-hailing company reported mostly in-line second-quarter earnings and guidance that missed expectations.
Nvidia stock was seeing solid gains on Wednesday, though you wouldn't guess it by taking a look at major index moves. The AI chip maker was up 4.3% and was the only Magnificent Seven name in the green on Wednesday afternoon.
SolarEdge is working on a turnaround -- but it's a work in progress.
Stock Market Today: The Dow Jones index rises Wednesday with word on a Strait of Hormuz deal. AMD stock and SpaceX fall.
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.
The likes of Microsoft, Google, and Amazon have spurred concern about how much they’re spending on their AI clouds. But there’s another metric that bodes well for the AI trade.
CEO Brian Moynihan says GLP-1 medications now account for roughly 13% of the bank's total annual healthcare spending
Michael Burry sounds the alarm on a 1987-style selloff despite fresh market highs
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.
Calm markets may be encouraging investors to take greater risks
SAIC-GM has been operating in China's automotive sector since 1997, with cumulative production and deliveries surpassing 20 million vehicles.
Memory stocks have been under pressure, but Elon Musk has a different view.
Microsoft, Salesforce, and ServiceNow continue to see strong demand, despite the sell-off in their share prices.
16:44
Yahoo! Finance
The Dow maintained gains in afternoon trading, while the S&P 500 and the Nasdaq slid. The blue chip index was up 0.7%, or 461 points, despite sharing some of the same components dragging on the Nasdaq and the S&P 500. The key to the Dow's resilience during Wednesday's session is its price-weighted structure.
[220+ Pages Latest Report] According to a market research study published by Healthcare Foresights, the demand analysis of Global Generative AI In Clinical Trials Market size & share revenue was valued at approximately USD 0.74 Billion in 2025 and is expected to reach USD 0.81 Billion in 2026 and is expected to reach around USD 1.86 Billion by 2035, at a CAGR of 9.63% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are IQVIA Holdings I
Follow these guidelines and you'll be on your way to building a durable and sustainable long-term income stream.
Of the $166 billion in tariff refunds available, $71 billion has been claimed by companies, but very little of the refund money has gone directly to consumers.
In this segment of the AI Investor Podcast from 24/7 Wall St., Eric Bleeker lays out his framework for evaluating the AI trade, describing it as a stool resting on three legs: technological progress, real-world adoption, and the ability to finance the buildout. Two legs he considers extremely strong. On progress, he points to Nvidia's backing of a straight-shot superintelligence effort, ongoing gains in training and model capability, and expectations of highly capable autonomous models at roughly human level, at scale, within a year. On adoption, he cites OpenAI's monthly revenue now exceeding its prior full quarter, Microsoft noting that 90% of cloud demand comes from outside the frontier labs, and Google's 82% cloud growth. Adoption is uneven, concentrated among a relatively small group of heavy users, but strong. Financing is the weak leg and the source of most current fear. Bleeker estimates $700 to $800 billion in AI data center spending this year, growing to roughly $1.2 trillion next year, against a financing ceiling he places somewhere between $1.5 and $2 trillion annually. With 2028 expectations near $1.4 trillion, the market is approaching that ceiling, which is why valuation now dominates stock selection. A company historically worth 15 times earnings trading at 40 times its 2028 or 2029 numbers is hard to defend. He closes with three points: the selloff is likely closer to its end than its beginning, macro risks remain including a possible September rate rise and soft GDP, and for anyone sidelined by prior valuations, this is arguably the most attractive entry point since spring 2025.
AMD's data center sales exploded while the stock slipped, and retail investors are scratching their heads. Here is why the math behind the confusion points to a very specific price target.
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.
Shopify beat Wall Street expectations, raised its outlook, and argued that AI companies are becoming partners—not competitors—of its e-commerce platform.
CleanSpark mined 586 BTC in July and ended the month with 13,931 BTC in inventory and a 50 EH/s operational hashrate
PRGS vs. MSFT: Which Stock Is the Better Value Option?
Shares are down roughly a fifth over the past year, and the risk that matters now is a spending plan with no stated payback date.
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 8% to $115.29 on Wednesday, while the S&P 500 edged up 0.1%.
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).
Record vehicle deliveries and robotaxi expansion drive capital spending surge.
Lucid's Q2 revenues jump 56.2% and beat estimates, but a $300 million inventory charge widens losses and keeps margins deeply negative.
The reported quarter was strong, yet management added far more to its full-year outlook than the quarter itself beat its own guidance by, and the contract book explains why.
PLTR's AI-driven growth, rising margins and strong cash flow support its rally, but a steep valuation raises the bar for further gains.
GE's commercial engines unit surges on services, spare parts and LEAP deliveries, while major orders support its 2026 growth outlook.
Palantir's surging growth, expanding margins and strong cash flow support the bull case, but its rich valuation favors a selective entry.
Uber reported second-quarter results on Wednesday that beat on bookings and profit, but shares fell as the ride-hailing giant's bookings guidance missed analyst projections. Uber says its robotaxi push is still well underway, with investments set to grow.
Amazon's Zoox will begin paid rides in Las Vegas next week, the company said on Wednesday, days after the U.S. ‌road safety agency allowed commercial deployment of its robotaxis that run without human ‌controls. Zoox, whose electric carriage-style vehicle has two rows of inward-facing seats, has been carrying passengers in Las Vegas, ​San Francisco, Austin and Miami for free as part of testing. Zoox will ‌start charging passengers in Las ⁠Vegas from Monday, with pricing similar to the "comfort" tier offered by other ride-hailing companies, it said in a statement.
15:04
Yahoo! Finance
EVgo (NASDAQ:EVGO) reported second-quarter 2026 revenue of $83 million, down 16% from a year earlier, as growth in its core charging network was offset by declines in its eXtend and autonomous-vehicle-related businesses. The company posted an adjusted EBITDA loss of $10.6 million, in line with its p
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?
Tesla just posted record deliveries while its operating income collapsed and free cash flow went negative, yet BYD keeps selling more electrified vehicles than any company on earth. Which bet actually wins the next twelve months depends on one question neither company can fully answer yet.
On August 4, 2026, the 9th U.S. Circuit Court of Appeals issued a ruling in Amazon v. Perplexity AI (No. 26-1444) that fundamentally alters the legal landscape for the agentic economy. In a decision authored by Circuit Judge Milan Smith, the court vacated a preliminary injunction that had previously blocked Perplexity’s Comet AI shopping agent […]
Base Power founder & CEO Zach Dell joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss how the AI boom is reshaping energy demand and what differentiates Base Power from competitors, including Tesla (TSLA). This following company's $1 billion Series D funding round, which values the company at $13 billion post-money.
Cook told investors that memory prices will continue to rise.
The payout is comfortably funded, but each dollar of buyback retires less stock as the price climbs, and the three-year scoreboard shows what the engine alone can do.
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 ...
Tesla stock was down early Wednesday, falling with SpaceX. hares. The two stocks have become linked, by more than just Elon Musk, who runs both companies. SpaceX stock was down 10.3% at $112.33 after reporting second-quarter earnings.
Advanced Micro Devices (NASDAQ:AMD) shares dropped more than 6% in early trading on Wednesday after Elon Musk revealed that SpaceX plans to source its artificial intelligence processors exclusively from Nvidia, overshadowing AMD’s stronger-than-expected quarterly earnings. The announcement weighed heavily on investor sentiment despite another quarter of record revenue and upbeat guidance from the semiconductor company.
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.
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.
Elon Musk is tying SpaceX and Tesla closer together, amid speculation of an eventual merger. Both stocks fell Wednesday after SpaceX's earnings.
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.
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...
SAN FRANCISCO, August 05, 2026--Kurv Investment Management, an asset manager bringing an institutional approach to active ETFs, today announced the launch of the Kurv Equity Option Income ETF (CBOE BZX: KEO).
Apple quietly acquired PlasmaSolve, a Czech firm specializing in plasma-simulation software for thin-film coatings, in a deal disclosed through European Commission filings. This marks its third small technology acquisition of the year.
The global electric vehicle (EV) battery market is poised for significant growth, with projections indicating an increase from USD 103.04 billion in 2026 to USD 168.95 billion by 2035, driven by a compound annual growth rate of 5.6%. This expansion is fueled by the rising adoption of battery electric vehicles (BEVs), decreased battery pack prices, investments in local manufacturing, and advancements in fast-charging technologies and battery architectures. The 50-110 kWh battery capacity...
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.
The slide started when investors began pulling back from riskier assets amid geopolitical tensions.
The company's 2018 decision to stop reporting unit sales in 2019 means investors aren't seeing the full bullish story. Fortunately, IDC is still keeping score.
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.
Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.
(Bloomberg) -- A dramatic turnaround in technology stocks has powered a $3.5 trillion increase in the Nasdaq 100’s market capitalization in just four days, driven by strong earnings that have emboldened investors about the AI outlook.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersS
Apple got an estimated $2.2 billion tariff refund last quarter. Amazon got $600 million. Nike got $300 million. But American consumers who paid higher prices as President Donald Trump’s tariffs filtered through the economy are getting almost nothing back.
A record send-off met an after-hours drop of as much as 8%. The market was looking past the quarter.
AI is pulling liquidity, and concerns over Strategy are weighing on sentiment, Arthur Hayes said, which could push Bitcoin down before pushing it up.
PARIS, August 05, 2026--Ekovolt Welcomes Éric Scotto, Co-Founder of Akuo Energy, as a Shareholder, and Rebrands as Pont Digital Infrastructure
Monthly revenue at Taiwanese contract electronics manufacturer Foxconn hit a record ‌in July, surpassing T$900 billion ($27.93 billion) for ‌the first time as strong demand for AI products boosted sales, ​the company said on Wednesday. Foxconn, a major supplier to Nvidia and Apple, said revenue last month rose 54.2% from a year earlier to T$946.5 billion. Its cloud ‌and networking products division, ⁠which includes AI servers, saw strong growth, benefiting from "strong pull-in momentum for AI ⁠products", the company said.
(Bloomberg) -- Hon Hai Precision Industry Co. reported a 54.2% increase in monthly sales, signaling sustained demand in global AI infrastructure buildout by customers such as Nvidia Corp.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earni
Supply constraints were driven mainly by a lack of advanced-node capacity for producing Apple’s systems-on-a-chip.
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.
Arthur Hayes says an AI credit bust is coming and it will force the Fed to print money, sending Bitcoin toward $1 million.
Hut 8 stock fell 9.7% after Q2 2026 results paired an 81% revenue jump with a $177 million net loss. Key numbers inside.
MSTY investors collect weekly distributions while something far more expensive quietly erodes their accounts, and the fund's own prospectus explains exactly how it happens.
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
Apple is entering a new era, but it should remain a market-beater over the long run.
The CNBC host announced the decision on air after interviewing IBM CEO Arvind Krishna, asking him whether quantum computers could eventually crack the cryptography protecting his coins.
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.
16:04
Yahoo! Finance
Hut 8 (NASDAQ:HUT) reported second-quarter 2026 revenue growth and improved adjusted EBITDA as its compute operations expanded, while management highlighted progress on its AI data center development projects and project-level financing strategy. Revenue rose approximately 81% year over year to $74
PHIN misses Q2 earnings estimates despite higher sales as employee costs and product mix weigh on margins.
Building faster chips turned out to be the easy part of the AI buildout. The real bottleneck has sent investors hunting for a winner in a completely different industry, and one company already controls the market for the solution Morgan Stanley says matters most.
Bitdeer Technologies Group (NASDAQ:BTDR) said it has entered the artificial intelligence infrastructure colocation market through a 16-year data center lease and services agreement at its Tydal campus in Norway. The agreement, executed with Volta Tydal AS, a subsidiary of AI infrastructure platform
Pick any investor who watched Donald Trump walk back into the White House on January 20, 2025 and decided to put money into the three most talked-about assets surrounding that moment. Bitcoin, the asset Trump had openly embraced. Gold, the safe haven that has anchored portfolios for centuries. And ...
Micron stock could earn $150 a share in 2028, and is still a buy.
The contract covers 121 megawatts of AI infrastructure at Bitdeer's Tydal campus in Norway and could expand to $8 billion if an eight-year renewal option is exercised.
The revenue beat and the raised outlook are real, and so is the company's own account of what paid for them.
A capital program set to keep growing for years has already turned free cash flow negative, and it is funding the product Tesla itself calls the hardest it has ever had to scale.
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.
The company said construction has progressed at the River Bend and Beacon Point AI data center campuses, with initial deliveries expected in 2027.
Ford and General Motors have had long-standing defense businesses that investors sometimes overlook.
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 ...
Peak Energy, a U.S. leader in low-cost giga-scale energy storage, today announced it has appointed Paul D. Menson as the company's first Vice President of Sales. Menson's appointment will strengthen Peak's commercial team as demand for the company's passively cooled sodium-ion battery systems continues to rise with data centers and utilities increasingly seeking safer, more reliable energy storage solutions.
F's $1 billion cost-savings target, truck dominance, hybrid demand and improving EV economics are strengthening its core automotive business.
KNOXVILLE, Tenn., August 04, 2026--Pilot Company (Pilot), General Motors (NYSE: GM) and EVgo Inc. (NASDAQ: EVGO) today announced their collaborative electric vehicle (EV) fast-charging network has surpassed 300 locations with 1,300 fast-charging stalls across 40 states, marking a major milestone in expanding convenient, reliable EV travel across the United States. The network now spans approximately 75% of the contiguous United States, covering more than 2.2 million square miles and connecting d
F's Q2 earnings beat, raised 2026 guidance, improving product mix and narrowing EV losses strengthen its investment case.
Warren Buffett's five biggest public bets have all moved sharply this year, but not in the same direction, and the gap between where he bought and where these stocks trade now tells a very different story for each one.
Investing.com -- Bank of America has resumed coverage of SK Hynix with a Buy rating and a price target of W3,000,000 on the locally listed shares, arguing that the Korean chipmaker's dominance in high-bandwidth memory positions it for an operating profit super-cycle that Wall Street has yet to fully price in.
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.
Toyota will launch a ¥1tn ($6.3bn) share buyback as the world’s biggest carmaker raised its annual outlook on the back of the weak yen and strong...
(Bloomberg) -- Japan’s historic joint intervention with the US is shifting market focus to whether the yen can strengthen beyond 155 per dollar, a threshold strategists view as the key test for the rally’s staying power.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevS&P 500 Closes Near Record High on US-Iran Hopes: Markets WrapAlibaba Adds to China AI Breakthroughs With New Qwen Model Iran Says Hormuz Talks Ongoing After Trump Calls Off StrikesTrump Says US to H
03 Aug, 2026
As Tesla's automotive momentum slows, General Motors and Ford are emerging as serious EV contenders. But one is clearly ahead.
Another SMR stock is expected to make its public debut.
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
The second-largest U.S. bank provided an update to investors about the consent order issued by the OCC in 2024, saying a resolution may include monetary penalties.
Nuclear energy could be a $10 trillion global opportunity.
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...
Toyota reported fiscal first quarter results on Tuesday that topped estimates for revenue and net income, and the world's largest automaker raised its full-year profit forecast and announced a share buyback even as US tariffs and softer sales hit operating profit.
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.
30 Jul, 2026
Its five-year correlation and its return gap say most of this has been the company's own story, and the capture readings say you will feel every market swing along the way.
The U.S. dollar steadies after the Fed held rates unchanged as markets shift focus to PCE inflation, EUR/USD, GBP/USD and the Bank of England meeting.
REalloys is establishing a comprehensive, non-Chinese rare earth supply chain in North America by integrating feedstock sourcing, proprietary metallization technology, and permanent magnet manufacturing
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.
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.
The ECB rate decision and strong U.S. data keep forex markets on edge. Explore the latest outlook for DXY, EUR/USD and GBP/USD.
10 Jul, 2026
08 Jul, 2026

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