Category: Investing.com

  • Vista Oil & Gas reports robust growth in Q2 2024 By Investing.com

    Vista Oil & Gas (ticker: VISTA) has reported significant growth in production and financial performance in its second quarter of 2024. The company’s total production surged by 40% year-over-year to 65,300 barrels of oil equivalent per day (BOEs per day), with oil production alone increasing by 46%. Total revenues for…

  • NVIDIA consensus suggests a lot of imminent AI energy is needed: Barclays By Investing.com

    In a recent thematic investment report, Barclays analysts discussed the energy demand that is set to accompany the rise of AI technologies, with a particular focus on NVIDIA (NASDAQ:)’s role in this landscape. According to analysts, the expected power needs associated with advances in artificial intelligence highlight a crucial aspect…

  • What could actually happen? By Investing.com

    A potential second Trump administration is expected to double down on tough immigration policies, but what are the realistic outcomes? According to Evercore ISI, along with taxes and trade, immigration is a key driver of overall policy under Trump, especially as immigration has emerged as a top issue for voters…

  • Inflation, deficit under Trump would be worse than under Biden, WSJ’s survey shows By Investing.com

    According to a report in the Wall Street Journal this week, most economists expect inflation, deficits and interest rates to be higher under a second Trump administration than they would be if Biden remained in the White House. Citing its quarterly poll of forecasters conducted July 5-9, The Wall Street…

  • Goldman Sachs says this is ‘a key indicator for the durability of the AI trade’ By Investing.com

    Goldman Sachs analysts have identified a key metric to gauge the longevity of AI trading: sales review. According to a report released Wednesday, while the AI ​​sector has seen significant growth, especially in the infrastructure phase, there are still doubts about its long-term profitability. The report examines four phases of…

  • Wall Street eyes Walmart’s strategic moves By Investing.com

    About the company Walmart Inc. (NYSE:), a leading global retailer, operates through three segments: Walmart US, Walmart International, and Sam’s Club. The company has evolved into a leading player in the retail industry, known for its low prices and broad range of products and services. With a strong consumer-centric culture…

  • Wall Street dives into Zscaler’s strategic position By Investing.com

    Zscaler Company (NASDAQ:) Financial Analysis Update Recent financial analysis from firms such as Cantor Fitzgerald, UBS, and BMO Capital Markets provides a multifaceted view of Zscaler Inc.’s position in the cybersecurity space. With its leading cloud security solutions and zero-trust approach, Zscaler is adapting to market dynamics, competitive pressures, and…

  • Wall Street dives into Zscaler’s strategic position By Investing.com

    Zscaler Company (NASDAQ:) Financial Analysis Update Recent financial analysis from firms such as Cantor Fitzgerald, UBS, and BMO Capital Markets provides a multifaceted view of Zscaler Inc.’s position in the cybersecurity space. With its leading cloud security solutions and zero-trust approach, Zscaler is adapting to market dynamics, competitive pressures, and…

  • Deflation in China is spilling over into the US and euro area: Morgan Stanley By Investing.com

    Deflationary pressures from China’s slowing economy are starting to reverberate through global markets, particularly affecting the United States and the euro zone through lower commodity prices, Morgan Stanley said on Monday. China’s prolonged deflation, the deepest since the 1990s, is exacerbating overcapacity problems despite recent policy measures aimed at stabilizing…

  • What to expect from corporate America By Investing.com

    In a note to clients Tuesday, Bank of America strategists previewed the impending second-quarter earnings season as investors brace for a fresh batch of results after a strong first quarter. In the first quarter, US companies managed to deliver strong earnings, with earnings per share beating consensus estimates by 3%.…

  • How will the US election impact M&A? Morgan Stanley answers By Investing.com

    The upcoming US elections are expected to impact the M&A landscape, but according to Morgan Stanley, a strong M&A cycle is expected regardless of whether the winner is a Democrat or Republican. “A Democratic win would likely support the current strong economy, a key driver of M&A, while a Republican…

  • Elon Musk has donated ‘a significant amount’ to Trump-linked SPAC- report By Investing.com

    Ken Griffin and Paul Singer, two influential Republican billionaires known for their past criticism of Donald Trump, have held discussions with the former president about potentially supporting his bid to return to the White House, Bloomberg News reported. Elon Musk has reportedly donated a large sum of money to a…

  • Elon Musk has donated ‘a significant amount’ to Trump-linked SPAC- report By Investing.com

    Ken Griffin and Paul Singer, two influential Republican billionaires known for their past criticism of Donald Trump, have held discussions with the former president about potentially supporting his bid to return to the White House, Bloomberg News reported. Elon Musk has reportedly donated a large sum of money to a…

  • Jefferies says AI is already a bubble. But the bubble will likely get bigger By Investing.com

    The AI ​​bubble is likely to get bigger before it deflates, analysts at Jefferies said in a recent note. Since ChatGPT’s introduction, the market cap of a select group of 27 large-cap AI stocks has surged by nearly $10 trillion, a 127% increase. However, this growth stands in stark contrast…

  • Could a deregulatory policy agenda boost economic activity? By Investing.com

    As the 2024 presidential election approaches, an economic question everyone needs to answer is: Can a deregulatory policy agenda under a potential second Trump administration boost economic activity? While both candidates face constraints on further fiscal expansion, former President Trump has called for deregulation to boost domestic growth. On the…

  • Biden faces more calls to step aside By Investing.com

    A growing number of Democratic lawmakers are urging President Joe Biden to drop out of the 2024 presidential race because they believe a younger candidate may be better suited to take on the challenges ahead. Calls for Biden to withdraw have grown since Biden’s solo press conference after the NATO…

  • What should investors do with tech stocks after a 21.5% H1 rally? By Investing.com

    Technology stocks, driven largely by gains in semiconductor and computer hardware sectors benefiting from advances in artificial intelligence, have outpaced the broader market by a wide margin in the first half of the calendar year. Technology stocks have surged 21.5% in the first half of 2024, and now present both…

  • Kintara Therapeutics restructures share designations By Investing.com

    In a recent move, Kentara Therapeutics, a San Diego, California-based pharmaceutical company, has officially withdrawn its designation of two types of preferred stock. The company, listed on the Nasdaq Capital Market under the symbol KTRA, filed the necessary documents with the Nevada Secretary of State on Friday, July 12, 2024.…

  • Bank reserves are still ample — but for how much longer? By Investing.com

    Barclays analysts warn that while bank reserves remain plentiful, their abundance may not last long. The Barclays analysis suggests that the transition to a steeper part of the reserve demand curve, where prices start to move higher, could occur when reserves reach about $3.1 trillion. Analysts expect the quantitative tightening…

  • UBS answers 10 key investors questions By Investing.com

    In a note to clients this week, analysts at UBS addressed a range of investor concerns, and offered insights on how to navigate the complex market landscape. Geopolitical risk and portfolio resilience: As geopolitical tensions persist, UBS warns against reactive shifts in portfolios. Instead, investors should focus on building resilient…