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KBW Reaffirms Outperform on Western Alliance Bancorporation (WAL) After $300M Buyback
Insider Monkey· 2025-09-29 18:53
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Trump’s tariffs are already spurring Japanese companies to shift more production to the U.S.
Yahoo Finance· 2025-09-29 18:35
When it comes to Japan, it looks like President Donald Trump’s plan to use tariffs as a way to boost domestic production is working so far. Japan’s export volume to the U.S. has fallen to the weakest level since 2021 while its overall exports remain above the 2024 average, Marcel Thieliant, head of Asia-Pacific at Capital Economics, said in a note on Thursday, citing recent data from the Bank of Japan. “What is becoming increasingly clear, though, is that firms are responding to U.S. tariffs by stepping ...
Trade Tracker: Jenny Harrington sells Star Bulk Carriers
CNBC Television· 2025-09-29 17:19
Jenny has a move to tell you about. Star Bulk Carriers. You sold it.Yes. Why'd you do that. Oh my gosh.This was such a home run of an investment. So, we bought it in 2021 and we bought it around like 18 and change initially. We just sold it around 19 and change in like at the exit price.But here's the awesome part on this. We actually had 117% total return in those four years because they were paying out huge huge huge dividends. So when we bought it, um, dry bulk shipping rates were high and the inventory ...
Trade Tracker: Steve Weiss trims Taiwan Semi
Youtube· 2025-09-29 17:14
Um the president is talking about tariffs on foreign electronics based on the number of chips according to Reuters. So on a day where we're talking about potential tariffs on here, there and everywhere. Um why your Taiwan semi >> is among the biggest non- US chip makers as people know, >> right.>> You've taken your position down a bit. >> I have. >> But you do have considerable exposure there.>> It's still my largest position. It just gotten too big. I I bought it early, owned it for a number of years.But t ...
Nike expected to post sales decline as it navigates tariffs, turnaround strategy
Yahoo Finance· 2025-09-29 16:55
Nike (NKE) is expected to report results for its fiscal first quarter on Tuesday after the market close as the sneaker giant navigates a major turnaround strategy under CEO Elliott Hill, who took the helm last fall, and President Trump's tariffs. Wall Street analysts expect adjusted earnings per share to come in at $0.28, a decline of 60% from the prior-year period, according to data from Bloomberg. Revenue is expected to drop 4.9% to $11.02 billion. In a call with investors in the previous quarter, CFO ...
Nike stock rises 5% as earnings, sales top forecasts, company continues progress with turnaround
Yahoo Finance· 2025-09-29 16:55
Nike (NKE) reported its fiscal first quarter results on Tuesday after market close. Its results beat expectations as the sneaker giant navigates a major turnaround strategy under CEO Elliott Hill, who took the helm last fall, and President Trump's tariffs. Nike stock rose around 5% in Wednesday's trading session. The company reported adjusted earnings per share of $0.49 compared to Wall Street analyst estimates for $0.28, according to data from Bloomberg. Revenue increased 1% year over year to $11.7. bi ...
Nike stock rises earnings, sales top forecasts, company expects $1.5 billion tariff headwind
Yahoo Finance· 2025-09-29 16:55
Nike (NKE) reported its fiscal first quarter results on Tuesday after market close. Its results beat expectations as the sneaker giant navigates a major turnaround strategy under CEO Elliott Hill, who took the helm last fall, and President Trump's tariffs. Nike stock rose near 4% in early trading Wednesday. The company reported adjusted earnings per share of $0.49 compared to Wall Street analyst estimates for $0.28, according to data from Bloomberg. Revenue increased 1% year over year to $11.7. billion, ...
Nike stock rises as earnings, sales top forecasts, company expects $1.5 billion tariff headwind
Yahoo Finance· 2025-09-29 16:55
Nike (NKE) reported its fiscal first quarter results on Tuesday after market close. Its results beat expectations as the sneaker giant navigates a major turnaround strategy under CEO Elliott Hill, who took the helm last fall, and President Trump's tariffs. Nike stock rose near 4% in early trading Wednesday. The company reported adjusted earnings per share of $0.49 compared to Wall Street analyst estimates for $0.28, according to data from Bloomberg. Revenue increased 1% year over year to $11.7. billion, ...
Fed’s Williams says policy still restrictive while flagging weak job market
Yahoo Finance· 2025-09-29 16:28
This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: New York Federal Reserve Bank President John Williams said Monday that the labor market shows signs of weakening while noting that monetary policy is still restraining inflation after a quarter-point cut this month in the federal funds rate. The current 4%-to-4.25% range in the central bank’s benchmark interest rate “continues to be what we call restrictive mo ...
X @Watcher.Guru
Watcher.Guru· 2025-09-29 15:40
JUST IN: 🇨🇭🇺🇸 Switzerland proposes investing in US gold refining industry to secure lower tariffs. https://t.co/O8T5RLQOHz ...