Analyst Ratings

Dell Raises Forecasts Through 2030 on AI Boom | Bloomberg Tech 10/7/2025

Dell shares surged after the company nearly doubled its sales and profit growth estimates through fiscal 2030. Tesla is expected to announce a cheaper Model Y version.

Air Traffic Delays in Chicago and Nashville Following US Government Shutdown

FAA reported flight delays in Chicago and Nashville Tuesday evening, attributed to staffing shortages caused by the US government shutdown.

Meta Marketing Chief Says AI Creates 'Audiences of One'

Meta CMO Alex Schultz explains how AI enables advertisers to target individual markets, discussing targeted advertising and creative data use, linked to his new book.

Analyst Ratings

Thoma Bravo finalizes $5.5 billion loan for Dayforce acquisition

Thoma Bravo secured a $5.5 billion debt facility Tuesday to fund its acquisition of HR software provider Dayforce Inc., following strong investor demand.

UBS warns of credit market weakening despite strong issuance

UBS Group AG strategists identify growing vulnerabilities in the credit market, despite high issuance volume last month and a low fear indicator.

End of shutdown: IPO acceleration expected

Ted Smith of Union Square Advisors anticipates a strong rebound in IPOs, especially in tech, following the government shutdown's end, signaling a market open to investors.

PIMCO Anticipates Two Rate Cuts and Declining Cash Interest in 2025

PIMCO's Jerome Schneider forecasts two more rate cuts, signaling a diminishing appeal of 5% cash yields and the need for capital reallocation.

California passes law to limit private equity influence in healthcare

California Governor Gavin Newsom signed a law allowing the state to penalize private equity firms interfering in medical decisions at healthcare facilities they own.

US Stocks Decline, AI Rally Cools, and Medicare Open Enrollment

Josh Lipton recaps market moves. Angelo Kourkafas discusses the US government shutdown, AI, and Fed rate forecasts. Robert Powell covers Medicare open enrollment.

Jefferies maintains its buy recommendation on London Stock Exchange

Jefferies reaffirms its buy rating for London Stock Exchange, signaling continued confidence in the company's performance. This decision could positively influence LSEG stock.

Arrests in the UK following cyberattack on London childcare firm

British police arrested two individuals for hacking and blackmail after data theft of over 8,000 children in a ransomware attack targeting a London childcare company.

United Site Services Secures Standstill Agreement After Missing Interest Payments

United Site Services Inc., backed by Platinum Equity, is operating under a standstill agreement after missing interest payments on some of its debt.

Five arrests in Ecuador after President Noboa's vehicle attacked

President Daniel Noboa's vehicle was attacked by around 500 people throwing stones in Cañar province. Bullet impacts were discovered on the presidential vehicle.

Analyst Ratings

New Fortress Gas Deliveries to Puerto Rico Threatened by Lawsuit

A Puerto Rico judge ordered New Fortress Energy Inc. to stop using its tugboats for deliveries to its San Juan Bay terminal, forcing power plants to switch to more expensive diesel.

OpenAI Mentions at Dev Day Boost Stocks of Companies Cited

Companies mentioned at OpenAI's Dev Day saw their stocks surge, demonstrating OpenAI's positive influence on stock markets, according to Bloomberg.

IREN drops 6% following announcement of $875 million convertible bond offering

IREN's stock fell 6% after announcing an $875 million convertible bond offering, potentially impacting existing shareholder dilution.

Gold ETFs Attract Investors Following Yellow Metal's Historic Records

Investors are massively turning to gold-backed ETFs as the precious metal reaches unprecedented highs, signaling growing interest in this safe-haven asset.

FTSE Russell Promotes Vietnam to Emerging Market Status

FTSE Russell announced Vietnam's promotion to emerging market status, a move expected to attract billions in foreign investment to Southeast Asia's top-performing stock market.

Pause in Market Rally, Gold Exception

Markets pause their upward trend while gold prices continue to rise, signaling persistent interest in safe-haven assets.

USA: Trump considers eliminating green subsidies, potential impact on Stellantis

A document indicates the Trump administration may cancel billions in green transition subsidies, potentially affecting Stellantis.

Trump Aspires to be a "Great Man" like Canada's Prime Minister Mark Carney

President Donald Trump called Canadian Prime Minister Mark Carney a "world-class leader" Tuesday, adding trade talks with Canada are dragging because he also wants to be "great."

OpenAI Mentions Boost Stocks

Companies mentioned at OpenAI's Dev Day saw their stocks rise. Bloomberg's Ryan Vlastelica analyzes OpenAI's positive impact on listed companies.

Canada's largest pension fund optimistic about domestic investments

The Canada Pension Plan Investment Board is "very optimistic" about domestic investments as the government increases efforts to attract private capital for projects in Canada.

Analysis of Gold Price as an Indicator of Uncertainty

Gold's price reflects a growing need to hedge against current economic and geopolitical uncertainties.

Michael Dell anticipates future saturation of AI data centers despite robust current demand

Michael Dell believes AI data center demand is strong but anticipates a future point of oversupply.

China's Golden Week tourism reveals spending caution

Golden Week travelers, from Shanghai Disneyland to Macau, remain cautious about the country's economic outlook, limiting their spending.

FTSE Reclassifies Vietnam as Emerging Market

Vietnam was classified as an emerging stock market for the first time by a major index compiler, potentially attracting billions of dollars in capital.

Central Bank of Uruguay Cuts Key Rate to 8.25% and Considers Further Reductions

The Central Bank of Uruguay lowered its key interest rate by 50 basis points to 8.25%, citing controlled inflation and falling consumer price expectations.

Jamie Dimon (JPMorgan Chase) on AI, Jobs, and the US Government Shutdown

JPMorgan Chase CEO Jamie Dimon discusses AI integration in banking, the US government shutdown, and challenges with quarterly earnings in a London interview.

Analyst Ratings

Iceland Foods CEO calls on UK to tackle shoplifting

Iceland Foods CEO Richard Walker says shoplifting costs the company £20 million annually, a sum that could be invested in its stores.

Goldman Sachs assesses buyer interest for $2.1 billion loan tied to Versant Media split

Goldman Sachs is talking to investors to gauge interest in a $2.1 billion leveraged loan tied to Versant Media Group Inc.'s split from Comcast Corp.

Sanae Takaichi, Potential Future Prime Minister of Japan, and Her Economic Impact

Sanae Takaichi's rise to Prime Minister could redefine Japan's economy, despite political reservations from some citizens.

Tesla plans to launch a more affordable version of the Model Y

Tesla is preparing to unveil a cheaper version of the Model Y, fulfilling its goal of offering a more accessible vehicle after the removal of US incentives for electric cars.

British Man Pleads Guilty in New York to $99 Million Wine Fraud

A British man pleaded guilty in New York to a nearly $100 million fraud involving loans for fake wine collectors and non-existent wines.

Gold ETFs Attract Investors as Precious Metal Hits Records

Significant inflows into gold-backed exchange-traded funds (ETFs) fueled a dramatic surge, pushing bullion to all-time highs last month, according to analysts.

The Rise of Japan's 'Iron Lady' and the Political Shift to the Right

Sanae Takaichi, 64, was elected head of Japan's ruling party, a historic first for a woman. Her political journey and potential impact on Japan's economy and US relations are analyzed.

How High Can Gold Go? Analysis of the Gold Price Rally

Gold nears $4,000 an ounce, boosted by the US shutdown and French political crisis. Traders anticipate rate cuts, while Ken Griffin of Citadel worries about gold's perception as a safe haven over the dollar.

Fed Acknowledges Difficulty in Precisely Targeting Long-Term Inflation

A Federal Reserve official highlighted the complexity of maintaining exact long-term inflation, suggesting a more flexible monetary policy approach.

Fed's Balance Sheet Size a Consequence of Regulatory System, Says Miran

Federal Reserve's Miran stated the institution's balance sheet size is directly influenced by the existing regulatory system.

Fed calls for tailored regulation before addressing balance sheet

Federal Reserve's Miran emphasizes the need for financial regulation adjustments before discussing the central bank's balance sheet size.

Fed's Miran: Bank Regulation Remains Too Strict

Fed's Miran reiterated that current bank regulations are excessively restrictive, suggesting a need for easing in the financial sector.

Tesla unveils cheaper electric vehicles; 'little bubbles' forming in AI

Tesla presented more affordable versions of its Model Y and Model 3. Analysts discuss growing concerns about an AI bubble.

S&P 500 Falls After $16 Trillion Rally From Lows

US stock markets closed lower, with the S&P 500 retreating after a $16 trillion rally. Tech stocks weighed on the index, while bonds advanced. Investors worry about overvaluation.

S&P 500 Rally Pauses, Oracle Falls

The US market closed lower, with the S&P 500 impacted by Oracle's sharp decline. Full market movement analysis.

Fed anticipates continued capital flows to the US

Fed member Miran does not expect capital flows to the US to decrease, signaling confidence in the country's economic attractiveness.

US API Crude Oil Stocks Rise More Than Expected

API data shows US crude oil stocks increased by 2.78 million barrels, exceeding the forecast of 2.25 million and reversing the prior week's decline.

Unexpected drop in crude oil stocks at Cushing per API

API crude oil stocks fell by 1.152 million barrels, exceeding the previous drop of 0.693 million barrels.

Unexpected Drop in US API Distillate Stocks

US API distillate stocks fell 1.822 million barrels, contrary to the previous 3.003 million rise, signaling potentially stronger demand.

Unexpected drop in US API gasoline stocks

US API gasoline stocks fell by 1.245 million barrels, contrary to a previous increase, signaling potentially stronger demand.

Tech Stocks Fall Amid Doubts Over AI Profitability

Oracle shares dropped 2.5% following a report raising concerns about AI profitability, while gold reached a new record.

Trump Expresses Optimism on Trade with Canada, No Tariff Concessions

During a meeting with Prime Minister Mark Carney, the US President announced no changes regarding tariffs applied to his main trading partner.

Wall Street Close: IBM, AppLovin, PayPal, AMD Higher; Tesla, Oracle, Ford, Nike Lower

US stock markets closed lower Tuesday. The Dow fell 0.2%, the S&P 500 0.4%, and the Nasdaq 100 0.6%.

Fed estimates US financial conditions are primarily influenced by domestic factors

Federal Reserve member Miran stated that financial conditions in the US are mostly determined by domestic factors.

Dollar and gold appreciate amid political uncertainty in France

The dollar and gold benefited from the French political crisis as investors sought safe havens amid growing uncertainty in Europe.

Oil Market Awaiting Demand Data to Guide Prices

Oil remains stable as investors await fresh global demand data to determine future price direction.

API Weekly Statistical Bulletin

Grupo Mexico Excludes a Bid for Citi's Banamex and Considers an IPO

Grupo Mexico, led by German Larrea, refuses a bidding war for Citigroup's Banamex and suggests a future public listing if its current offer succeeds.

Air Traffic Control Staffing Issues in the USA Cause Flight Delays

US air traffic control staffing problems caused flight delays for the second consecutive day at multiple airports as the government shutdown continues.

Homebuilders Fall, AppLovin Drops, Oracle Plunges on Weak Margins | Stock Movers

DR Horton, Toll Brothers, and KB Home were downgraded due to depressed housing sentiment. AppLovin faces a SEC probe for data collection practices. Oracle revealed weaker-than-expected cloud margins.

Gold Surpasses $4,000 on October 7, 2025, Despite US Shutdown Fears

Gold nears $4,000 as investors overlook a potential US government shutdown. Experts discuss market sentiment, AI, and a possible 2026 recession.

Fed's Miran Expresses Optimism on Economic Growth

Federal Reserve member Miran shared optimistic views on future economic growth, highlighting confidence in the U.S. economy's trajectory.

Fed's Miran: Financial conditions not solely dependent on monetary policy

Fed's Miran highlighted that financial conditions are influenced by factors beyond just monetary policy, involving other economic dynamics.