Schroders Adds Long-Dated US Treasuries, Sees Yield Peak Near 5%
Markets

Schroders Adds Long-Dated US Treasuries, Sees Yield Peak Near 5%

The British asset manager says 10-year US yields of 4.8%–5% are a buying opportunity, while Equiti's research chief outl...

Yael Ben-David 👁 21 💬 0
Morgan Stanley Names 5 AI-Sovereignty Stocks with 20%-Plus Upside
Markets

Morgan Stanley Names 5 AI-Sovereignty Stocks with 20%-Plus Upside

The bank's AI-sovereignty screen spans chips, packaging, cloud and telecom, with base-case price targets implying 21% to...

Yael Ben-David 👁 61 💬 0
Outdoor Sector Holds Its Appeal as Health and Nature Trends Drive Demand
Markets

Outdoor Sector Holds Its Appeal as Health and Nature Trends Drive Demand

A MarketScreener thematic screen highlights listed outdoor-equipment companies, pointing to post-pandemic demand for hea...

Yael Ben-David 👁 38 💬 0
Nvidia Jumps 6% After Data Center Sales Drive $96.2 Billion Quarter
Companies

Nvidia Jumps 6% After Data Center Sales Drive $96.2 Billion Quarter

Revenue rose 106% to $96.2 billion and net income nearly doubled, but Nvidia's margin guidance signals a step down. Afte...

Declan Byrne 👁 40 💬 0
Wall Street Ends Lower as Weak Retail Sales and Chip Selloff Weigh
Markets

Wall Street Ends Lower as Weak Retail Sales and Chip Selloff Weigh

US stocks fell Friday as chip names slid, July retail sales unexpectedly dropped 0.6%, and Strait of Hormuz shipping dis...

Yael Ben-David 👁 57 💬 0
AI's Infrastructure Boom Is Now an Inflation Risk for Stocks and Bonds
Markets

AI's Infrastructure Boom Is Now an Inflation Risk for Stocks and Bonds

Computer, software and energy costs tied to AI are pushing inflation higher now, complicating Fed policy and lifting Tre...

Yael Ben-David 👁 49 💬 0
SK Hynix’s August 2026 Valuation Snapshot: 92.7% ROE, No Dividend and a 0.27 PEG
Markets

SK Hynix’s August 2026 Valuation Snapshot: 92.7% ROE, No Dividend and a 0.27 PEG

A market data page shows a lofty 92.7% trailing return on equity, a low 0.27 PEG and no forward payout — raising questio...

Yael Ben-David 👁 50 💬 0
Outdoor Sector Equities Ride a Structural Shift Toward Active Lifestyles
Markets

Outdoor Sector Equities Ride a Structural Shift Toward Active Lifestyles

The outdoor gear and apparel theme promises exposure to health-conscious consumers and post-pandemic habits, but the pit...

Yael Ben-David 👁 39 💬 0
Ibex Hesitates at Highs as Markets Digest Jobs Shock and Await US Inflation Data
Markets

Ibex Hesitates at Highs as Markets Digest Jobs Shock and Await US Inflation Data

Unexpected US job losses cut the odds of a September Federal Reserve rate hike in half, propelling Wall Street but leavi...

Yael Ben-David 👁 39 💬 0
European Indices Hit Records as Weak US Jobs Data Lifts Rate Cut Hopes
Markets

European Indices Hit Records as Weak US Jobs Data Lifts Rate Cut Hopes

European and US equity markets surged to fresh highs this week, powered by solid corporate earnings, easing Middle East ...

Yael Ben-David 👁 28 💬 0
Peace Hopes and Profit Reports Push ASX 200 to Second Straight Record
Markets

Peace Hopes and Profit Reports Push ASX 200 to Second Straight Record

Gold miners and healthcare stocks powered the Australian benchmark to another all-time high, as falling oil prices and s...

Yael Ben-David 👁 35 💬 0
Battery Tech and Covid Habits Revive Cycling: Meet the Listed Players
Companies

Battery Tech and Covid Habits Revive Cycling: Meet the Listed Players

From component makers Shimano and Yamaha to frame giants Giant and Merida — a guide to the listed companies with the pur...

Declan Byrne 👁 36 💬 0
MarketScreener's 40-Stock Wine Screen: From LVMH to Oregon's Willamette Valley
Markets

MarketScreener's 40-Stock Wine Screen: From LVMH to Oregon's Willamette Valley

A new thematic equity list tracks the wine ecosystem from LVMH's Champagne houses to Oregon micro-cap Willamette Valley ...

Yael Ben-David 👁 42 💬 0
argenx Ends Week at €745 After 7.4% Slide; Analyst Target Implies 20% Upside
Markets

argenx Ends Week at €745 After 7.4% Slide; Analyst Target Implies 20% Upside

The immunology group slipped 7.38% over five sessions to close at €745.00 on July 31, while holding a 3.93% gain for 202...

Yael Ben-David 👁 31 💬 0
Macquarie Bank (MBLPC.AX) Data Snapshot: 7.43% Forward Yield, 25.27% ROE
Markets

Macquarie Bank (MBLPC.AX) Data Snapshot: 7.43% Forward Yield, 25.27% ROE

A stock-data snapshot profiles Macquarie Bank (MBLPC.AX): a 7.43% forward dividend yield, 25.27% return on equity and a ...

Yael Ben-David 👁 33 💬 0
DAX Nears Record High as Earnings Season Fuels Optimism
Markets

DAX Nears Record High as Earnings Season Fuels Optimism

A global tech rebound and better-than-expected corporate results push the German benchmark toward its early-July peak of...

Yael Ben-David 👁 53 💬 0
Amman Stock Exchange Index Rises 0.53% on Industrial and Financial Sector Gains
Markets

Amman Stock Exchange Index Rises 0.53% on Industrial and Financial Sector Gains

The Amman Stock Exchange closed at 3,978.68 points, up 21 points, with the industrial index jumping 1.52% on pesticide a...

Yael Ben-David 👁 35 💬 0
Just Four Brazilian Stocks Have Beaten the CDI in Every Annual Window Since 2022
Markets

Just Four Brazilian Stocks Have Beaten the CDI in Every Annual Window Since 2022

A survey by Elos Ayta found only Sabesp, Copel, Cemig, and TIM outperformed the CDI in all five 12-month windows through...

Yael Ben-David 👁 39 💬 0
Goldman Sachs: Stocks Historically Stall Before Midterms, Then Rally After
Markets

Goldman Sachs: Stocks Historically Stall Before Midterms, Then Rally After

History shows the S&P 500 often treads water in the months before US midterm elections, but typically gains around 6% in...

Yael Ben-David 👁 45 💬 0
Barclays Warns Earnings and Central Banks Will Set Market Tone as Oil Hits $100
Markets

Barclays Warns Earnings and Central Banks Will Set Market Tone as Oil Hits $100

Barclays says strong Q2 results have supported equities but rising oil, bond yields and AI spending doubts are creating ...

Yael Ben-David 👁 51 💬 0