Infineon Gains, Softcat Fluctuates, Wizz Air Rises | Stock Movers
Oddo BHF upgraded Infineon and recommends investors return to the stock following a recent de-rating.
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Most coveredFederal Reserve policy rate 2 →Infineon Technologies 1Copper 1 →
The record
21 calls · newest first · every one links to its sourceRobert Friedland on the World's Monumental Shortage of Copper | Odd Lots
Friedland argues there is a monumental structural shortage of copper — nowhere near enough supply for coming demand, implying higher prices.
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Carlyle CEO Harvey Schwartz Talks Federal Reserve and AI | Bloomberg Talks
Schwartz does not see the Federal Reserve repeatedly raising interest rates.
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The Fed, Rate Hikes, and AI | Bloomberg Surveillance
Jay Goldberg (Seaport Group) keeps his sell recommendation on Nvidia.
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Soitec Up, Barratt Redrow Cuts, WH Smith Down | Stock Movers
JPMorgan upgrades Soitec to overweight and more than doubles its price target on raised photonics expectations.
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Intel Rises, JB Hunt Falls, and Expedia Drops on Morgan Stanley Downgrade | Stock Movers
JB Hunt warned third-quarter earnings will be down 5% to 10% versus the second quarter on higher fuel and driver-recruiting costs.
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Will Be 'Extremely Difficult' For The FOMC To Not Raise Rates Says Richards
Richards says it will be extremely difficult for the FOMC not to raise rates at Wednesday's meeting.
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AI Slowdown Seen as a Temporary Step to Investors
BMO's Jennifer Lee says AI infrastructure, investment and demand are unlikely to reverse course despite near-term uncertainty.
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The New Normal May Be Higher Interest Rates
Tom Orlik says higher interest rates may be the new normal and markets signal expectations for tighter policy.
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Energy Secretary Chris Wright Talks Fuel Prices | Bloomberg Talks
Energy Secretary Chris Wright expects gasoline prices to ease in the coming weeks.
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AB Foods Slides, Whitbread Rises, D’Ieteren Gains | Stock Movers
Whitbread placed on a 90-day positive catalyst watch at Citi ahead of first-half results on Oct. 15, with upside seen to consensus pretax numbers.
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Bloomberg News Now: Brent Tops $100 as US-Iran War Shows Little Sign of Abating
Bessent dares traders to bet against the yen, asserting he will strengthen Japan's currency.
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Iran, Ukraine Wars Strain the Energy Market
Ukraine's attacks on Russian refineries are compounding tight diesel supplies, creating a distillates crisis heading into peak demand season
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Market Risks and Equity Melt Up | Bloomberg Surveillance
Citi's Scott Chronert discusses his S&P 500 call and a potentially late-year equity rally (equity melt up).
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Apple Rises, Transportation Stocks Take Hit From Oil Spike, ExxonMobil Gains | Stock Movers
ExxonMobil is working its way up a consolidation pattern with a 176.41 buy point, gaining above its 21-day EMA after reclaiming the line.
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Apple Rises, Transportation Stocks Take Hit From Oil Spike, ExxonMobil Gains | Stock Movers
Apple CEO John Ternus touts a strong product pipeline and a 'phenomenal' iPhone launch next week, with shares rising as a result.
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China Won’t Have Claims to Venezuelan Oil Revenue, Wright Says
US Energy Secretary Chris Wright says Venezuela is poised to double its output of crude.
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Robinhood Rises, Duolingo Gains, Kroger Mixed After as Citi Cuts PT to Street-Low | Stock Movers
Citi cut its Kroger price target to a Street-low $57 and added a downside 30-day catalyst watch ahead of the Sept. 11 earnings report.
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Robinhood Rises, Duolingo Gains, Kroger Mixed After as Citi Cuts PT to Street-Low | Stock Movers
Evercore ISI upgraded Duolingo to outperform, seeing an opportunity after severe weakness in the stock.
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Robinhood Rises, Duolingo Gains, Kroger Mixed After as Citi Cuts PT to Street-Low | Stock Movers
Morgan Stanley upgraded Robinhood to overweight, seeing revenue and growth upside from prediction markets and rising assets per customer.
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Partners Group CEO David Layton Talks Management Reshuffle | Bloomberg Talks
Partners Group warned of a weaker outlook for performance fees following a slump in first-half earnings.
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