President Donald Trump's nomination of Kevin Warsh to lead the Federal Reserve sets the stage for a potential pivot in U.S. monetary policy, placing a seasoned yet controversial figure with deep Wall Street ties at the helm.
Rosenblatt Securities initiates coverage on Credo Technology with a Neutral rating and a $170 price target, highlighting its strong position in high-speed connectivity for AI infrastructure while flagging competitive pressures. The note follows a more bullish target hike from Barclays earlier in the month.
Analyst firm Piper Sandler reiterates its Overweight rating on AGNC Investment Corp., highlighting a favorable shift in agency mortgage-backed securities spreads that could bolster the REIT's book value.
President Donald Trump announces his intent to nominate former Fed Governor Kevin Warsh as the next Federal Reserve Chair, seeking a leader aligned with his economic vision amid debates over interest rates and inflation.
Wall Street analysts have updated their price target for Amcor (NYSE: AMCR), prompting a fresh look at the investment case for the global packaging leader. The revision reflects evolving views on the company's strategic positioning and market dynamics.
Historical data reveals a counterintuitive trend: periods of extreme pessimism in consumer sentiment have often preceded strong stock market gains, aligning with Warren Buffett's famed contrarian advice.
President Donald Trump announces his intent to nominate former Fed Governor Kevin Warsh to lead the central bank, seeking a policy shift aligned with his economic vision amid debates over inflation and the Fed's independence.
The Leicester-based manufacturer behind the iconic baby shoes worn by Prince George and his siblings warns it is likely to shut down, a victim of soaring costs and plummeting consumer demand despite its royal endorsement.
A combination of deep political polarization, economic pressures, and a growing brain drain is challenging Israel's viability as a secure and prosperous state, according to experts within and outside the country.
GCL Global's fiscal first-half revenue nearly doubled after consolidating Ban Leong Technologies, yet the company reported a net loss as it absorbed acquisition costs. Management lowered full-year guidance, citing delays for two key game titles.
U.S. producer prices rose more than anticipated in December, driven primarily by increasing costs in the services sector. The data suggests businesses are beginning to pass on tariff-related expenses to consumers, potentially signaling a reacceleration of inflationary pressures.
Germany's inflation rate ticked higher at the start of 2025, driven by rising food costs and persistent service price increases, even as energy prices provided some relief.
As Nvidia's historic rally sets a high bar, investors are looking for the next wave of AI winners. Micron Technology and Amazon present compelling cases with unique drivers in the booming ecosystem.
After a three-year suspension due to insurgent violence, TotalEnergies and Mozambique have agreed to restart one of Africa's largest natural gas developments, raising hopes for economic transformation amid lingering risks.
Intel's contract chipmaking division is reportedly in advanced discussions with tech giants Nvidia and Apple to manufacture key components starting in 2028, a potential game-changer for the semiconductor industry's supply chain.
Following the UK Prime Minister's visit to Beijing, China has agreed to slash tariffs on UK-produced whiskies from 10% to 5%, a move welcomed by the industry as a potential catalyst for growth in a key premium market.
President Trump's nomination of former Fed Governor Kevin Warsh to lead the central bank is seen as a pivotal test of its political independence, potentially aligning monetary policy more closely with White House objectives.
President Donald Trump has nominated Kevin Warsh, a former Federal Reserve governor and advocate for central bank reform, to chair the Fed, following his sustained public criticism of Jerome Powell's interest rate policy.
Former Federal Reserve Governor Kevin Warsh, known for his hawkish stance but recently aligned with Trump's calls for lower rates, has been nominated by the former president to chair the Fed. The move, if confirmed, could test the institution's independence amid political pressure and an ongoing Justice Department probe.
Barclays has initiated coverage on Bloom Energy (NYSE: BE) with an 'Equal Weight' rating and a $153 price target, citing strong fundamentals but suggesting the market has already priced in its near-term growth trajectory, particularly from AI data center demand.
