Akcie

Apple: Cook Avoided The AI Trap, Ternus Should Too

Why Canada's Counter-Tariff Is More Than 'Dollar For Dollar'

Státní dluhopisy jsou zpět

Po několik desetiletí byly úrokové sazby na okraji investorského zájmu. Mnoho let...

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Paladin Energy Ltd (PALAF) Analyst/Investor Day - Slideshow

Utilities Feel The Heat

Hibiscus Petroleum Berhad (HIBPF) Q4 2026 Earnings Call Transcript

Big Debt And Massive AI Bet Not Yet A Threat

Dogwood Therapeutics, Inc. (DWTX) Discusses Halneuron and Pipeline Advances for Chemotherapy-Induced Neuropathic Pain Transcript

Politics And The Markets 09/02/26

Cadeler: Norwegian Renewable Installation At A Potential Discount

Bathurst Resources Limited (BTURF) Q4 2026 Earnings Call Prepared Remarks Transcript

Zepp Health Corporation 2026 Q2 - Results - Earnings Call Presentation

CIMB Group Holdings Berhad (CIMDF) Q2 2026 Earnings Call Transcript

The Memory Wall And Next Leg Of The AI Story: The Connection Bottleneck

Agree Realty Preferreds: Lower Yield Magnifies Duration Risk

First Bancorp: I'm Not Ready To Downgrade The Stock Just Yet

Dell Technologies Inc. (DELL) Q2 2027 Earnings Call Transcript

Lam Research: AI Growth Is Strong, But The Valuation Demands More

Target Hospitality: Benefit Of AI Capex

Palo Alto Networks, Inc. (PANW) Q4 2026 Earnings Call Transcript

Sportsman's Warehouse Holdings, Inc. (SPWH) Q2 2026 Earnings Call Transcript

Apple CEO John Ternus started Tuesday. His $55 million award starts next year

Apple tied 75% of the new CEO’s annual equity target to shareholder return relative to the S&P 500. Neither award is granted until fiscal 2027

MongoDB, Inc. (MDB) Q2 2027 Earnings Call Transcript

BLS Pharmaceuticals Limited (PBIMF) Q4 2026 Earnings Call Transcript

DGL Group Limited (DGLGF) Q4 2026 Earnings Call Transcript

Tracking Jeremy Grantham's GMO Capital Portfolio - Q2 2026 Update

DGL Group Limited 2026 Q4 - Results - Earnings Call Presentation

Credo Technology Group Holding Ltd (CRDO) Q1 2027 Earnings Call Transcript

Hugging Face's new duck robot is selling fast. A Chinese chip powers it

The colorful "Microduck" robot from HuggingFace's French subsidiary Pollen Robotics has sold more than 10,000 units since launching on Thursday.

GitLab Inc. (GTLB) Q2 2027 Earnings Call Transcript

California lawmakers stall Newsom’s wildfire liability bill, saying it doesn’t go far enough for victims

The legislative setback leaves unresolved how victims, utilities, insurers, and ratepayers divide the escalating cost of utility-sparked fires

OpenAI to limit access to Astra model’s advanced cyber features due to hacking concerns

The company is being extra cautious following the Hugging Face incident, while also pitching its cybersecurity capabilities to potential customers.

Mark Cuban bought a $25 million mansion sight unseen—and got it for 50% off. His secret? ‘The best guaranteed return on investment’

Cuban dropped millions on a mansion he’d never set foot in, but has zero regrets. The deal captures how billionaires think differently about money.

The Pentagon is giving 3 million military and civilian workers access to ChatGPT and Grok through a secure AI platform built for ‘warfighter needs’

The rollout expands the Pentagon’s GenAI.mil platform beyond Gemini as it pushes AI deeper into everyday military work.

Prediction market traders think job creation rebounded in August

Traders see 50-50 odds that the U.S. economy added more than 50,000 jobs last month.

China's Xi builds diplomatic clout with multiple state visits ahead of Trump summit

Chinese President Xi Jinping is expected to make his first visit to India before traveling to the U.S. for a meeting with U.S. President Donald Trump.

Fed Governor Barr says he'll support rate hike if inflation doesn't ease

The policymaker said he's concerned about "broader price pressures taking hold" as inflation has prevailed above the Fed's 2% target.

Markets see Warsh endorsing a rate hike in September. Not everyone is convinced

The path toward the move still looks cluttered.

Aon CEO says insurance broker seeks to build 'premiere middle market platform' with purchase of rival USI

The insurance broker said the merger will create the premiere U.S. middle-market platform.

Jackson Hole analyst roundup: Warsh's speech sends hike chances higher, may put Fed 'at odds' with Treasury

Fed Chair Kevin Warsh's hawkish stance reinforced expectations of a relatively tighter stance at the Federal Open Market Committee meeting in September.

Temu spent up to $962 million on ads that helped finance an army of fake creators on Meta platforms, research claims

Among the top 100 influencers collaborating with Temu, about 73 are fake, ORL researcher Vendula Prokůpková says.

‘We’re facing a double whammy’: America’s hottest tinned fish snack is shrinking by nearly half thanks to climate change and war in Iran

Sardine landings in Morocco, the world’s top supplier, have fallen nearly 46% as warming waters and war-driven fuel costs squeeze the fleet.

Erdoganův princip

Turecký prezident Erdogan je terčem ironických poznámek od doby, kdy se pokusil...

U.S. appeals court rules against prediction markets, sets up likely fight at Supreme Court

The 9th U.S. Circuit Court of Appeals ruled that sports-related event contracts are not swaps, contradicting a 3rd Circuit ruling from April.

Corn and wheat prices jump to highest prices in more than three years

Corn and wheat futures have surged to their highest levels in more than three years. But the reasons for these recent rallies are notably different.

September Fed decision is now a coin flip as rate hike odds increase post Warsh

Odds rose after Warsh's speech in Jackson Hole, Wyo., where he discussed that he still is frustrated with the overall inflation trend.

Fed Chairman Kevin Warsh delivers his key Jackson Hole speech Friday. Here's what to expect

Prior Fed chairs have used the speech as an opportunity to lay out broad policy frameworks and intentions.

Alpha týdne: Nvidia potvrzuje, že AI boom nekončí

Nvidia znovu překonává vysoká očekávání Hlavní událostí týdne jsou výsledky Nvidie⁠, které...

Trump ratchets up rhetoric against Beijing as U.S.-China officials meet for Xi's Washington visit

U.S. and Chinese officials met in Beijing this week, despite the White House's tough talk on China.

Kansas City Fed's Schmid says inflation 'stubborn' and 'sticky,' policy rate not restrictive

The policymaker stopped just short of calling for an interest rate hike.

Z.ai shares surge 8% after releasing new AI model running only on Chinese chips

The Chinese AI company said it had already launched the model globally in stealth mode for a week.

HP inks deal with U.S.-blacklisted Huawei for licensing the Chinese company's WiFi tech

It's a sign of adoption of Huawei technology outside China, despite the U.S. restricting the company from working with American suppliers such as Google.

Prediction market traders doubtful Bessent’s bond interventions will push yields lower

Speculators still see yields hitting new highs in 2026 and ending the year at levels elevated from where they're currently trading.

Wells Fargo and Citigroup have room to buy a big bank. These 5 regionals fit the bill

Citigroup and Wells Fargo have room to buy a big regional bank as regulators have opened the door to megadeals. Five regional banks make sense as targets.

Warshovo extempore

Ve svém projevu na úvodní tiskové konferenci pronesl Kevin Warsh jednu velmi...

Trump admin taps former JPMorgan Chase exec Matt Zames to advise Social Security agency

Matt Zames is taking an unpaid position to help his former JPMorgan colleague Frank Bisignano tackle modernization of the SSA, CNBC has learned.

Chinese humanoid robots' biggest obstacle: Humans are still (mostly) better

Humanoid robots still struggle to perform as efficiently as humans in most labor scenarios.

Aplha týdne: Jednání s Íránem zamrzají

V pondělí Írán oznámil přechod k „plně ofenzivnímu“ vojenskému postoji poté, co snahy...

China is defying the global bond yield surge, boosting its diversification appeal

Chinese government bond yields have remained low amid a global surge.

Déjà vu

Poprvé jsem onu větu zaslechl v jednom rozhovoru s tržním analytikem z velké americké banky...

Randall Lane probably didn’t break the law by accepting $6 million while working at Forbes, but he may still pay a price under a 140-year-old doctrine

A New York legal doctrine requiring employee loyalty could pose more risk to the fired Forbes editor than any criminal exposure.

Alpha týdne: Česká inflace v normě, nejasné signály na EURUSD

Americký dolar dostal tento týden další důvod ztratit část svého lesku. Červencová...

Nečekaný efekt

V pondělí oznámila firma NVIDIA svou dohodu s konsorciem pěti firem z oboru privátního kapitálu...

Elon Musk in a post on X says some of his Trump posts ‘went too far’ and that he regrets them

Bank of England decision on Thursday will be at 12:02 p.m. local time instead of 12 p.m., due to VE Day’s two minutes of silence

Swiss National Bank cuts interest rates by a half point to 0.5%

Dollar jumps 0.5% to 0.8890 francs

Germany flash manufacturing PMI rises to 4-month high of 43.2

Germany flash services PMI falls to 9-month low of 49.4

Powell says labor market not a source of significant inflation pressure

Fed’s Powell says rate cut ‘on the table’ as soon as September

Final S&P U.S. manufacturing index is 52.2 in February vs. initial 51.5