Finance

Despite strong quarterly results and positive guidance, analysts remain divided on the payroll giant, with the consensus rating unchanged over the past three months.

Robert Kaplan argues geopolitical supply shocks, not domestic factors, are the primary catalyst for renewed speculation on Federal Reserve tightening.

The alternative asset manager disclosed a new stake in the ridesharing giant, arguing that concerns over autonomous vehicles have pushed the stock to near its lowest ever valuation despite strong earnings growth.

American national debt has reached a new milestone of $40 trillion, driven by a surge in public spending and borrowing at a historic rate.

The London Company reduced its holding in Corning Incorporated to manage concentration in AI data centre infrastructure, citing strong demand in optical communications and robust earnings expectations.

The Rosemead-based utility has delivered strong returns over the past year, yet Wall Street maintains a cautious consensus following mixed Q2 results.

The enterprise software giant has fallen 32.1 per cent over the past year, yet analysts maintain a "Strong Buy" consensus, citing robust subscription growth and raised guidance.

Minutes from the Federal Reserve’s July meeting indicate that many policymakers are prepared to increase borrowing costs, signalling a hawkish contingency despite recent softening in price data.

Washington is preparing to increase its purchases of long-term debt as a response to surging borrowing costs, a move investors say is designed to restore stability to financial markets.

John Wyllie’s annual payments of $260,000 ceased without warning following the 2025 bankruptcy filing, leaving him and other past winners as unsecured creditors.

A new guide explains how indexed universal life policies link cash value to stock indices, outlining the caps, floors, and fees that define their performance.

The latest clinical data offers a potential revenue stream for the cash-burning biotech firm, though significant questions remain regarding the vaccine's efficacy for patients.

Estée Lauder and Analog Devices rose on strong guidance, while Lowe’s, La-Z-Boy, Baidu, and Klarna fell despite some profit beats, reflecting uneven macroeconomic pressures.

Moderna’s share price doubled following the release of positive results from a late-stage clinical trial of its melanoma cancer vaccine, developed in partnership with Merck.

La-Z-Boy reported a first-quarter adjusted earnings miss and slashed its second-quarter outlook, citing an uneven consumer environment, while peers like Home Depot and Target delivered stronger results.

The transaction, agreed on 17 August, sees private equity firm Trustar Capital acquire the remaining stake in the game studio, while Alibaba redirects capital towards its Qwen large language model family and cloud computing division.

President Trump suspends 50 per cent duties on Canadian goods for three days following 11th-hour negotiations, while Target beats estimates and Meta faces trial pressure.

A $250 million factory upgrade by Generac and capacity expansions by peers highlight how data centre growth is driving job creation and order backlogs, despite mixed sentiment across the broader manufacturing sector.

With high-yield savings rates lagging behind credit card interest, clearing high-cost liabilities is now the priority for household balance sheets.

The US Securities and Exchange Commission alleges the trio misled investors and underwriters about the quality of collateral and the lender’s financial health prior to its September 2025 bankruptcy.

The US regulator’s proposal aims to onshore innovation and clarify securities law application for digital assets, with a 60-day comment period now open.

Warehouse giant partners with nonprofit insurer to offer Medicare Advantage and supplement plans, integrating coverage with existing pharmacy and vision benefits while maintaining strict separation from membership requirements.

The United Arab Emirates has halted commercial exchanges with Iran following allegations of an Iranian missile attack, escalating tensions in a region already grappling with rising oil prices and geopolitical friction.

Tensions escalate following claims over the Strait of Hormuz, with Iranian officials viewing renewed war as inevitable

Despite revenue and earnings falling short of consensus estimates, Third Point buys into PFGC, citing market share gains and a more attractive growth-adjusted valuation than sector peers.

Nvidia announces massive financing for OpenAI and SB Energy facility, while Micron shares surge past $1,000 on memory chip demand

Financial Times reports that institutional investors are maintaining a bullish stance on capital spending, disregarding recent instability in the bond market amid broader 2026 geopolitical tensions.

Fazoli’s has shuttered 50 locations over the past nine months, reducing its national footprint to 142 stores. The closures follow FAT Brands’ January 2026 bankruptcy filing and its subsequent $595 million sale to FBG Bid Co.

US 30-year Treasury yields reach 19-year peak of 5.322% as geopolitical tensions and AI-related debt issuance compound market volatility.

Nasdaq-100 futures lead losses while crude prices surge past $90 per barrel amid threats over the Strait of Hormuz.

Adjusted earnings of $4.79 per share surpassed analyst expectations, while outdoor categories and live goods fuelled growth amid a shift away from major construction.

While President Donald Trump cited falling prices and rising markets as signs of success, new data reveals real wages contracted and core costs remain elevated, prompting the Federal Reserve to maintain its current policy stance.

Net earnings of $4.79 per share outpace predictions, while the company maintains its fiscal 2026 growth guidance amid a challenging housing market.

Five-star analyst Glenn Thum cites short-term AI contracts, high capital expenditure, and customer concentration risk as key drivers behind the divergent outlook.

Recent cyber incidents highlight capabilities inherent to AI training, with current security measures proving insufficient to mitigate the threats.

Conflicting figures from the US Department of Energy and independent analysts highlight a significant gap in reported Middle Eastern oil exports, coinciding with record-high US gasoline prices ahead of the midterm elections.

While the recipient faces no immediate income tax, the Canadian domiciled giver confronts a steep federal gift tax bill due to the absence of a lifetime exemption for non-residents.

Netflix shares rose 5.4% following the disclosure, though the stock remains down 42% from its June 2025 peak amid concerns over moderating growth and changes to engagement reporting.

Financial Times reports that Washington’s scaling back of Ulchi Freedom Shield exercises raises questions about regional resolve, while Seoul responds to the strategic recalibration.

The directive, issued on 17 August 2026, marks a significant departure from previous joint training protocols and reflects a recalibration of US defence strategy in East Asia.

A cluster of major retail reports and key economic indicators converge this week, providing critical data on spending habits, inflation trajectories, and industrial health as investors assess the economic outlook.

The upgrade contrasts with recent downgrades from HSBC, though Wall Street consensus remains a Strong Buy with a mean target of $480.93.

As Nvidia reports record quarterly revenue and launches a new marketplace for compute power, the market weighs the structural risks of the financing deal against robust cash flows and analyst optimism.

With average credit card interest rates hitting 20.94% in May 2026, Tu and regulators like the SEC advise clearing balances before entering the market.