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COMMENTARY: Morning Bid: Oil and the blame game
Shorting ‘Value’ and Buying AI
It’s become too detached from fundamentals that ai hardware has gotten anyway from single digits to less than teen pe ratios. Data centers will be built regardless because Nancy Pelosi isn’t going to tank her #1 position in NVDA and cause…
Binance Cuts Off SignalPlus API Keys Over 'Potential Security Issue' at Trading Platform
The exchange said its own systems and user funds are unaffected, a week after it lost $6.4 billion in a hack blamed on North Korea.
Bearish
Why is Kontron stock sliding today?
The real test for the artificial intelligence build-out is what happens in 2028, analysts say
JPMorgan’s Michael Cembalest is worried about data center build-outs following midterm elections, and he’s looking two years ahead.
“.. McCormick said she expects there is ‘going to be a lot more review’ of new projects. ‘What I mean by that is to start new data center build-outs today in the United States will be very…
“.. McCormick said she expects there is ‘going to be a lot more review’ of new projects. ‘What I mean by that is to start new data center build-outs today in the United States will be very challenging.’” @wsj.com $META www.wsj.com/tech/ai/meta...
Astronauts spacewalk outside ISS
Barclays turns bearish on Michelin as cost headwinds outweigh pricing benefits
Bearish
The colour of the grain may not be what matters most. Register for free to learn which you should be eating
Rising vet bills drive more Americans to pet insurance
Why is Unity Software stock surging today?
Tripadvisor CEO Matt Goldberg to step down
Pollution as Growth Killer
India’s Outlook Business has an excellent issue focusing on pollution not just as a people killer but as a growth killer (as I have emphasized pollution reduces wealth and health, see especially this video). I am interviewed; here is one bit: Q. Doesn’t the demographic dividend argue for growth first? The demographic dividend is people. […] The post Pollution as Growth Killer appeared first on…
Bullish
Unity Software stock soars 22% on strong Q3 beat, robust guidance
Bullish
An Anthropic IPO when the AI trade is this turbulent? Godspeed!
Wall Street takes a harder look at AI costs after historic midterm results. Plus, the upside to Apple’s lack of artificial-intelligence spending.
Jordanian officer killed in Amman stabbing, suspect arrested, state media says
Warby Parker Inc. (WRBY) Q3 Earnings and Revenues Surpass Estimates
Zoetis (ZTS) Q3 Earnings and Revenues Top Estimates
Bullish
Wendy's (WEN) Tops Q3 Earnings and Revenue Estimates
Bullish
Tapestry (TPR) Q1 Earnings and Revenues Top Estimates
Bullish
US Foods (USFD) Surpasses Q3 Earnings Estimates
Teleflex (TFX) Q3 Earnings Surpass Estimates
Molson Coors Brewing (TAP) Q3 Earnings and Revenues Miss Estimates
Bearish
Virtu Financial (VIRT) Surpasses Q3 Earnings and Revenue Estimates
Strategic Education (STRA) Misses Q3 Earnings and Revenue Estimates
Bearish
Steven Madden (SHOO) Q3 Earnings and Revenues Beat Estimates
Bullish
United Parks & Resorts (PRKS) Misses Q3 Earnings and Revenue Estimates
Bearish
Kontoor Brands (KTB) Tops Q3 Earnings Estimates
Bullish
Planet Fitness (PLNT) Q3 Earnings and Revenues Top Estimates
Bullish