🚨NEW: BLOOMBERG ANALYST SAYS $BTC AND STOCKS HAVE 100% PERFECT RECORD OF BOUNCING BACKIn a recent post on X, Senior ETF analyst for Bloomberg, Eric Balchunas, stated that $BTC and Stocks have a 100% perfect record of coming back from huge declines to hit new ATHs.In what he called the "inconvenient truth for haters," he described the feat as indisputable, adding that it is the reason he avoids piling on during downturns.Will $BTC bounce back? ...

Core Insights - News Corp reported a revenue increase of 5.5% to $2.36 billion in the second quarter of its fiscal year, driven by growth in its Dow Jones and digital real estate divisions [1][4] - EBITDA for the quarter rose by 9% to $521 million, slightly exceeding analysts' expectations [1][2] Revenue Breakdown - Revenue from Dow Jones, which includes The Wall Street Journal and MarketWatch, increased by 8% year-over-year to $648 million [4] - Revenue from News Corp's digital real estate services division also rose by 8% to $511 million [4] CEO Statements - CEO Robert Thomson expressed satisfaction with the second quarter results, highlighting accelerating revenue and profitability growth compared to the previous quarter, and optimistic signs for the second half of the fiscal year [2] - Thomson emphasized the importance of AI firms compensating for the content they utilize, reiterating this message in light of ongoing discussions about AI's impact on the industry [5][6] Industry Context - The results come amid challenges faced by news organizations and publishers regarding the integration of artificial intelligence [5] - Thomson noted that companies are beginning to recognize the value of premium content, suggesting that there will be a willingness to pay a premium for quality content [7]

I would say he should be very worried. Yeah, he should be. As you know, they're negotiating with us.And look, that country's a mess right now because of us. We went in, we wiped out their nuclear. It was a question if we want peace in the Middle East.If I didn't take out their nuclear. Think of it. If we didn't take out that nuclear, we wouldn't have peace in the Middle East because the Arab countries could have never done that.They were very, very afraid of Iran. Yeah, they're not afraid of Iran anymore. S ...

Remember infrastructure week the week that never happened during the first Trump presidency while it's happening now when Donald Trump's version of infrastructure week is to kill the most important infrastructure project in the United States. Donald Trump is trying to stop the funding for construction for a new tunnel under the Hudson River connecting the state of New York and the state of New Jersey, a project that already secured funding with bipartisan support during the Biden presidency. And now, Now th ...

Core Insights - The introduction of AI agents is causing significant concern in various sectors, particularly in legal and professional services, as investors reassess the long-term pricing power of these industries due to the potential for AI to automate tasks traditionally performed by humans [6][7][12] Group 1: Market Reactions and Valuations - Major advertising firms Omnicom and Publicis saw declines of 11.2% and 9% respectively, while Australian firm Xero experienced a 16% drop, indicating widespread market panic [1][6] - The selloff resulted in a loss of approximately $285 billion in market value across software, financial services, and asset management sectors, highlighting the immediate financial impact of AI advancements [6][7] - Analysts suggest that the erosion of the historical 'visibility premium' is leading investors to aggressively reprice sectors affected by AI, making long-term valuations more challenging to defend [2][4] Group 2: AI's Impact on Business Models - The traditional per-seat pricing model, which has been foundational for companies like Salesforce and Bloomberg, is under threat as AI tools enable businesses to operate with fewer staff [3][13] - IDC predicts that by 2028, 70% of software vendors will shift from seat-based pricing to consumption-based or outcome-based pricing models, reflecting a significant change in how software services are monetized [13] - Bain & Company found that nearly 35% of SaaS vendors have increased per-seat pricing with bundled AI features, while another 35% are adopting hybrid models with usage-based add-ons [14] Group 3: Job Market and Workforce Implications - An MIT study indicates that 11.7% of U.S. jobs could be automated with current AI technology, suggesting a substantial potential for job displacement [19] - The World Economic Forum forecasts that nearly 60% of workers globally will need to undergo reskilling to remain relevant in a post-agent era, emphasizing the urgency for workforce adaptation [19][20] - Experts argue that while certain repetitive tasks may be displaced, the need for human judgment and high-touch interactions in roles such as healthcare and skilled trades will persist [12][21] Group 4: Future Outlook and Adaptation Strategies - Companies and professionals that adapt to work alongside AI agents, focusing on oversight and judgment rather than execution, are likely to perform better in the evolving job market [21][22] - The development of multi-agent ecosystems and better regulatory frameworks is anticipated, which may lead to a restructuring of the workforce rather than outright job elimination [16][17] - The long-term value in industries may shift from traditional software functionalities to proprietary data and insights, as AI continues to commoditize basic services [18]

Core Viewpoint - Tradeweb Markets Inc. is a significant player in the electronic trading sector, with upcoming quarterly earnings expected to meet or exceed Wall Street estimates, which could impact stock performance positively or negatively depending on actual results [1][2]. Financial Performance Expectations - The company is projected to report earnings per share (EPS) of $0.85 and revenue of approximately $516.1 million for the quarter ending December 2025 [1][5]. - The anticipated year-over-year increase in earnings is primarily driven by higher revenues for the quarter [2]. Market Valuation Metrics - Tradeweb has a price-to-earnings (P/E) ratio of approximately 33.69, indicating investor willingness to pay for earnings [3][5]. - The price-to-sales ratio is about 10.64, reflecting the market's valuation of the company's revenue [3]. - The enterprise value to sales ratio stands at around 9.76, suggesting the company's total valuation relative to its sales [3]. Cash Flow and Financial Stability - The enterprise value to operating cash flow ratio is approximately 17.79, providing insight into cash flow generation relative to valuation [4]. - Tradeweb's earnings yield is about 2.97%, indicating the return on investment [4]. - The company maintains a low debt-to-equity ratio of 0.022, suggesting financial stability [4][5]. - A current ratio of 4.11 highlights Tradeweb's strong liquidity and ability to cover short-term liabilities [4][5].

Modi's budget delivers a double shock: a shield against Trump's tariffs and a tax hike on India's booming F&O market. Bloomberg reporters analyze the impact in a Live Q&A at 4 p.m. IST / 6:30 p.m. HKT. Join and ask your questions: https://t.co/wk0WtbHXhG https://t.co/dXDoW0Uvah ...

Core Insights - Smart Communications has appointed Heidi Johnson as the new Chief Product and Technology Officer, succeeding Simon Tindal, who is retiring after nearly 20 years of leadership [1][2][3] Group 1: Leadership Transition - Heidi Johnson brings over 20 years of experience in building and scaling enterprise SaaS products, with a strong background in regulated industries [2][3] - Simon Tindal will continue to support the company as a full-time consultant during the transition period, ensuring a smooth handover of responsibilities [2][3] Group 2: Company Vision and Strategy - Smart Communications focuses on enhancing customer communication for highly regulated industries, leveraging its Conversation Cloud™ platform for seamless, compliant, and digital-first experiences [4] - The company aims to accelerate its innovation roadmap and AI vision under Johnson's leadership, building on the solid foundation established by Tindal [3][4] Group 3: Client Engagement and Integration - Smart Communications serves over 700 enterprises, including Zurich Insurance and Priority Health, helping them reduce compliance risks and enhance operational efficiency [4] - The platform supports over 60 billion mission-critical customer conversations annually and integrates seamlessly with trusted enterprise systems like Salesforce and AWS [4]

Gold (GC=F) fell 6% to around $5,000 per ounce on Friday while silver (SI=F) tumbled 13% in a sharp reversal of this year's massive rally in precious metals. The volatility came alongside a wide stock market sell-off, with the major averages set to open in red territory following a slide in tech stocks. "The higher metals rise, the more likely 2026 will mark enduring price peaks — notably for silver — if history is a guide," wrote Mike McGlone, senior commodity strategist at Bloomberg, on Friday. "The ...

Key Takeaways Bloomberg’s Mike McGlone warns of Ethereum sustained downside risk. Other strategists disagree on the near-term outlook. The predictions come amid the ERC-8004 announcement. A prominent Bloomberg analyst has issued a bearish outlook on Ethereum’s price, warning that the world’s second-largest cryptocurrency could fall below $2,000 and struggle to regain higher levels. Bloomberg Analyst Flags Ethereum Price Risks Bloomberg Intelligence senior commodity strategist Mike McGlone said E ...