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Barclays Keeps Its Overweight Rating On Twist Bioscience Corporation (TWST)
Insider Monkey· 2025-12-31 12:48
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 ...
Federal Reserve: Inflation risk tilted to upside, labor market tilted to downside
Youtube· 2025-12-31 03:27
Brian, thank you very much. Minister to the December meeting showed the rate cut that the Fed the 25 basis point rate cut was maybe a closer call than it appeared from the vote, which was nine in favor of the cut, two dissenting against it, and one for a 50 basis point cut. The minutes show that a few of those who voted for the cut, said they could have supported no change at all, and some wanted to wait for more data. Remember, the government was still clo they were still getting data from from uh the clos ...
The Bank Of New York Mellon Remains A 'Buy' After 115% Rally (NYSE:BK)
Seeking Alpha· 2025-12-31 00:20
Banks were a popular long play heading into 2025. Deregulation and broader Wall Street animal spirits were thought to be bullish catalysts during Trump 2.0. Alas, tariffs took center stage from January through April. Still, it has been a solid year for both M&A andFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient ...
The Bank Of New York Mellon Remains A 'Buy' After 115% Rally
Seeking Alpha· 2025-12-31 00:20
Banks were a popular long play heading into 2025. Deregulation and broader Wall Street animal spirits were thought to be bullish catalysts during Trump 2.0. Alas, tariffs took center stage from January through April. Still, it has been a solid year for both M&A andFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient ...
Bulls Only: Every Wall Street analyst now predicts a stock rally
The Economic Times· 2025-12-30 08:57
There's plenty of angst about the risks to the bull run that's pushed the S&P 500 Index up some 90% since its October 2022 low. The artificial-intelligence boom could turn to bust. The economy - and the Federal Reserve's interest-rate decisions - could defy expectations. And President Donald But after three years when the equity market's rip-roaring run made a mockery of any bearish calls, sell-side strategists are marching in lockstep optimism, with the average year-end S&P 500 forecast implying another ...
Car sales take an unexpected turn to close out 2025
Yahoo Finance· 2025-12-30 03:17
Describing an unsteady trajectory as a roller-coaster ride has become cliché, but there is genuinely no other way to describe auto sales in 2025. This year has been an anomaly for the car industry for many reasons, but the top issue has been tariffs and their impact on U.S. car buyers. U.S. 2025 new-vehicle sales forecast GM: 2.83 million vehicles (+5.1% year over year); 17.3% market share Toyota: 2.52 million vehicles (+8.4% YoY); 15.5% market share Ford: 2.18 million vehicles (+5.6% YoY); 13.4% mark ...
Jay Pelosky's Biggest Risks for the Market in 2026
Youtube· 2025-12-30 02:22
GROUP BREAKING DOWN THE RETAIL SECTOR AND VERONICA CLARK OF CITIGROUP EXPECTING UNEMPLOYMENT UP IN DECEMBER. WE BEGIN WITH STOCKS EDGING LOWER WITH PRECIOUS METALS TURNING VOLATILE AS MATT WAS SAYING. JAY PELOSKY OF DPW ADVISORY WRITING "WE THINK NEXT YEAR MIGHT BE THE YEAR WITH THE DOWNSIDE OF A SMALLER U.S. TRADE DEFICIT BENEFITS AND A WEAKER U.S. DOLLAR. A WEAK DOLLAR SHOULD SUPPORT COMMODITIES." J JOINS US.HAPPY HOLIDAYS. IT IS A REALLY IMPORTANT POINT. THIS IDEA THAT WHAT WE ARE SEEING IN COMMODITIES H ...
More than 700 US companies went bankrupt in 2025 — a 14% jump from last year
New York Post· 2025-12-30 02:02
美国企业破产潮激增 - 截至2025年11月,至少有717家美国公司申请破产,较去年同期增长14%,为2010年以来的最高水平 [1] 驱动因素 - 破产激增由顽固的成本压力、信贷紧缩以及推高进口材料价格并扰乱全球供应链的关税政策共同驱动 [3] - 与过去周期不同,工业公司受到的影响最为严重 [3] - 经济学家指出,依赖进口的公司受到两头挤压:无法将全部高成本转嫁给客户,同时承受着数十年来最严厉关税的影响 [5] 行业分布变化 - 制造业、建筑公司和运输供应商现在在新申请中占比最大,这与近年来消费者零售业主导破产法庭的情况形成鲜明对比 [4] - 面向消费者、销售非必需品的公司在破产申请中排名第二,表明受通胀困扰的美国人正在减少非必要支出 [8] - 销售时尚、家居装饰和配饰的零售商尤其脆弱,因为购物者优先考虑食品杂货、房租和水电费 [8] 破产类型与公司策略 - 申请包括第11章重组和第7章清算 [8] - 第11章允许公司在运营时重组债务,而第7章通常以关闭和资产出售告终 [9] - 专家表示,许多公司刻意维持价格以避免失去客户,即使这意味着现金流失 [9] 大型破产案例 - 2025年出现涉及资产超过10亿美元公司的“大型破产”激增 [10] - 仅2025年上半年就有17起此类申请,是自2020年新冠疫情危机以来任何六个月期间最多的一次 [10] - 其中多起涉及非必需消费品品牌,突显了通胀和利率对需求和资本获取的严重影响 [11] 工业与制造业困境 - 工业部门目前似乎是困境的中心 [11] - 对钢铁、零部件和能源相关设备的关税打击了制造商和供应商,而政策转变削弱了可再生能源领域的部分行业 [11] - 联邦数据显示,截至11月的一年中,制造业裁员超过7万人 [4] 可再生能源行业案例 - 路易斯安那州的太阳能安装公司PosiGen于11月申请第11章破产,原因是联邦清洁能源激励措施的缩减以及对进口太阳能设备征收的新高额关税 [12] - 密歇根州立大学分析的数据显示,5月后进口太阳能电池和组件的有效关税率从之前几年的不到5%跃升至约20% [15] - 太阳能进口商在下半年为普通面板每月支付近7000万美元的关税,这对小型公司是沉重负担 [15] 运输行业案例 - 电动卡车制造商Nikola在努力扩大生产规模并承担了与电池召回相关的数千万美元成本后,于2月申请第11章破产,该公司还面临美国证券交易委员会1.25亿美元的民事罚款 [17] - Spirit Airlines在8月寻求破产保护,这是其在不到一年内的第二次申请 [17]
Bank of America CEO Brian Moynihan Predicts Tariffs Will Ease in 2026
PYMNTS.com· 2025-12-30 01:23
Bank of America CEO Brian Moynihan is forecasting an easing of tariff-related tensions next year.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Moynihad said during an interview Sunday (Dec. 28) with CBS News that ...
Trump has negotiated better U.S. trade deals but tariffs do worry me, says Stephen Moore
Youtube· 2025-12-29 22:27
All right, let's talk uh to Stephen Moore about the economy, Trumpomics heading into 2026. He is the co-founder of Unleash Prosperity. He's also a former economic adviser to President Trump.Good to see you, Steve. >> Hi, Joe. Merry Christmas.Happy New Year. >> Yep. Same to you.>> The president says the T-word, tariffs, is the most beautiful word in the English language. Uh on the other side of that, we had the naysayers forecasting a deep recession starting in April uh of last year from the tariffs. You're ...