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Nvidia Stock Slips. Why Wall Street Still Loves the Shares.

Reported 8 days ago

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Source: BARRONS

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Trending Stocks: Chip Sector, Caterpillar, PepsiCo, and Celsius

Reported 8 days ago

In the latest market updates, Yahoo Finance discusses the impact of the U.S. tightening chip restrictions on Chinese companies, specifically affecting Intel and other chip stocks. Caterpillar warns of possible tariffs costing up to $1.8 billion this year, while PepsiCo increases its stake in Celsius Holdings to 11% through a $585 million deal, aimed at enhancing distribution of Celsius's energy drinks.

Source: YAHOO

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Trump Administration Issues Second Criminal Referral Against Fed Governor Lisa Cook

Reported 8 days ago

The Trump administration has filed a second criminal referral against Federal Reserve governor Lisa Cook, alleging mortgage fraud linked to multiple loans. This referral ahead of an emergency hearing in Washington, D.C. concerns accusations that Cook misrepresented properties in mortgage applications to gain lower interest rates. Cook's attorney argues that these allegations result from clerical errors, while the administration contends that such misrepresentations warrant her removal from office.

Source: YAHOO

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Market Trends: Marvell, Dell, and Affirm Updates

Reported 8 days ago

In a recent update, Marvell faces a decline in shares due to disappointing second quarter data center results and a lowered revenue forecast. Dell also sees a drop as sales of AI servers fall short of last quarter’s performance, leading to weaker profit margins. Conversely, Affirm reports better-than-expected fourth quarter earnings and a positive outlook, contributing to a notable rise in its stock price this year.

Source: YAHOO

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US Inflation Rates Steady with Slight Increase in Core Inflation

Reported 8 days ago

The Federal Reserve's preferred inflation measure remained stable in July, with a year-over-year increase of 2.6%, although core inflation saw a rise to 2.9%. Despite ongoing tariffs, consumer spending shifted upward by 0.5%, indicating resilience among American consumers. As inflation remains above the Fed's target and economic growth has weakened, officials consider potential interest rate cuts cautiously.

Source: YAHOO

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US Goods Trade Deficit Increases Significantly in July

Reported 8 days ago

In July, the U.S. goods trade deficit surged by 22.1%, reaching $103.6 billion due to a spike in imports, raising concerns that trade might hinder economic growth in the third quarter. June saw imports rise by $18.6 billion while exports slightly decreased, marking a reversal from a trade deficit contraction in the previous quarter which had bolstered GDP growth. Current estimates suggest a 2.2% growth rate for GDP in the upcoming quarter.

Source: YAHOO

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Market Movers: Alibaba, Marvell, and Dell in Focus

Reported 8 days ago

In today's market analysis, Alibaba showcased impressive growth in its cloud computing segment despite overall revenue falling short of expectations, while Marvell Technology faced a decline due to a weaker third-quarter guidance amidst signs of slowing AI-driven growth. Dell's stock is also under pressure after missing profit targets, despite raising its full-year outlook and reporting solid second-quarter results.

Source: YAHOO

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Ollie's Bargain Reports Strong Q2 Earnings and Raises Forecast

Reported 8 days ago

Ollie's Bargain Outlet Holdings, Inc. announced impressive second-quarter fiscal 2025 results, with earnings of 99 cents per share surpassing estimates, and net sales increasing by 17.5% year over year. The company saw a 5% rise in comparable store sales and expanded its gross margin, prompting a raised full-year outlook. With 29 new store openings, a growing loyalty program, and a strong consumer response to promotional strategies, Ollie's is well-positioned for growth amid a challenging retail environment.

Source: YAHOO

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Analyst Report: Royal Bank of Canada

Reported 8 days ago

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Source: YAHOO

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Analyst Report: HP Inc

Reported 8 days ago

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Source: YAHOO

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Analyst Report: BJ`s Wholesale Club Hldgs In

Reported 8 days ago

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Source: YAHOO

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Analyst Report: Advance Auto Parts Inc

Reported 8 days ago

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Source: YAHOO

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The Irony of Trump's Pressure on the Fed to Lower Interest Rates

Reported 8 days ago

President Trump has been openly critical of the Federal Reserve, advocating for lower interest rates. However, experts warn that his attempts to influence monetary policy could backfire, particularly if strong employment reports arise which may lead to higher rates. The political tension surrounding the Fed is growing, potentially compromising its independence and complicating Trump's goals.

Source: YAHOO

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Nvidia's Clientele: A Vulnerability or a Chokehold?

Reported 8 days ago

Nvidia's financial stability appears at risk with a heavy reliance on a small number of major tech clients, who account for a significant portion of its revenue. Despite competition from rivals developing their own chips, Nvidia's advanced technology keeps these clients dependent on its products. This dynamic creates an industry chokehold, where Nvidia and its major customers are intertwined, raising concerns about market vulnerability amidst rising global tensions and shifting interests in the AI space.

Source: YAHOO

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China Cautions Against Over-Competition in AI Sector

Reported 8 days ago

China has warned that it will take measures to prevent excessive competition in the rapidly growing artificial intelligence sector, aiming to foster a coordinated approach among provinces to leverage local strengths without wasting resources. The National Development and Reform Commission emphasized the need to avoid disorderly competition and highlighted cautions echoed by President Xi Jinping regarding local government investments. This strategic approach is intended to balance development and investment in AI, while minimizing risks similar to those seen in other industries, such as electric vehicles.

Source: YAHOO

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September's Seasonal Challenges Loom for Stock Investors

Reported 8 days ago

As September approaches, stock market bulls brace for potential turbulence, historically the weakest month for U.S. stocks. High valuations and signs of slowing retail and corporate buying raise concerns among investors, who will also face key economic reports before crucial Federal Reserve decisions. With seasonal factors likely to amplify market movements, cautious strategies are becoming prevalent as pension and mutual funds prepare to rebalance portfolios, and volatility is expected to increase.

Source: YAHOO

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Dell Shares Drop Amid Declining AI Server Sales and Profit Margins

Reported 8 days ago

Dell Technologies Inc. saw a significant drop in its shares after reporting a decline in sales of AI servers and profit margins that fell short of analysts' expectations. The company's orders for AI servers totaled $5.6 billion in the second fiscal quarter, a steep drop from $12.1 billion in the previous quarter. Despite these challenges, Dell raised its annual outlook, reporting quarterly sales of $29.8 billion and profits per share that exceeded expectations, while also forecasting a $20 billion shipment of servers by fiscal year's end.

Source: YAHOO

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Huawei's Profit Declines Amid Increased R&D Investment

Reported 8 days ago

Huawei reported a 32% drop in net profit for the first half of the year, falling to 37 billion yuan, despite a 4% increase in revenue to 427 billion yuan. The decline is attributed to the company's significant investment in research and development, which rose to 96.9 billion yuan, as it seeks to mitigate the effects of ongoing U.S. sanctions and re-enter the 5G smartphone market.

Source: YAHOO

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China's Yuan Strengthens Amid Rising Economic Confidence

Reported 8 days ago

China's central bank is nudging the yuan higher, signaling a potential strategic shift towards a stronger exchange rate as strong export performance enhances economic prospects. The People's Bank of China raised the daily reference rate for the yuan, marking the most significant increase in nearly a year. This move reflects growing confidence in allowing currency appreciation amidst improved trade relations and a stabilizing economy. Analysts believe a strengthened yuan could bolster domestic consumption and investor confidence, helping to support trade discussions with the U.S.

Source: YAHOO

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Oil Prices Decline Amid Supply Concerns and Geopolitical Tensions

Reported 8 days ago

Oil prices are on track for a monthly loss as traders express worries about a potential oversupply and geopolitical issues, particularly the impact of the ongoing war in Ukraine. West Texas Intermediate crude fell approximately 1% to near $64 per barrel, while Brent oil approached $68. The market's decline reflects fears of increasing stockpiles due to supply outpacing demand in the upcoming quarters, alongside a sharp decrease in US consumer sentiment and escalating tensions involving Russia.

Source: YAHOO

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Reliance Jio Plans IPO by Mid-2026

Reported 8 days ago

Billionaire Mukesh Ambani announced that Reliance Jio, India's leading telecom and digital service provider, aims to launch its IPO by mid-2026, following delays since 2019. Valued at over $100 billion, Jio will also establish an AI unit in collaboration with Google and Meta, as part of Reliance's strategy to diversify beyond petrochemicals and expand its retail and technology sectors.

Source: YAHOO

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Alibaba Develops New AI Chip to Compete with Nvidia

Reported 8 days ago

Alibaba has created a new AI chip designed for a wider range of AI tasks, manufactured by a Chinese company rather than Taiwan Semiconductor. This development comes as Nvidia faces regulatory challenges in the Chinese market, prompting local firms to explore homegrown alternatives. Separately, Alibaba reported a 26% revenue increase in its cloud computing sector for the April-June quarter.

Source: YAHOO

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Lowest Labor Day Gas Prices Since 2020

Reported 8 days ago

This Labor Day, gas prices are averaging $3.15 per gallon, the lowest since 2020. Prices are particularly low in 15 states, including Georgia and Texas, offering relief amid rising living costs. Analysts attribute the decline to low oil prices and increased production by OPEC. Experts suggest that gas prices may further dip below $3 as the fall season approaches.

Source: YAHOO

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Potential Launch of Dogecoin ETFs and Other Crypto Products as SEC Reviews New Rules

Reported 8 days ago

The SEC's upcoming decision on new listing standards for commodity- and crypto-based ETFs could lead to the swift approval of various new investment products, including those tracking Dogecoin and other altcoins. Major U.S. exchanges have proposed standardized rules to simplify the approval process, potentially resulting in the launch of a variety of digital asset ETFs that investors have eagerly anticipated.

Source: YAHOO

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Focus on Reliance's Oil Strategy Amid U.S. Sanctions at Annual Investor Meeting

Reported 8 days ago

Reliance Industries' annual investor gathering is set against a backdrop of U.S. sanctions and rising tensions over its purchases of discounted Russian oil. Chairman Mukesh Ambani's speech will likely steer clear of direct discussion on Russia, focusing instead on the company’s diversification into telecom, retail, and clean energy. However, the financial implications of Russian oil deals remain significant, with Reliance's core oil and gas business still accounting for a substantial portion of its revenue despite a shift toward greener initiatives.

Source: YAHOO

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