Analyst news

• AUD/USD Pulls Back From Fresh Monthly High- Retail FX Fading?

  23-02-2016 20:30
  The retail FX crowd remains net-short AUD/USD even as the pair breaks to a fresh monthly high ahead of Australia’s Wage Price Index.
  
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• TSMC to invest additional $100 billion in Arizona after second-quarter profit soars 77%

  22-07-2026 23:01 via rocketnews.com
  
  Taiwan Semiconductor Manufacturing Co delivered second-quarter results that substantially exceeded analyst expectations, with net income rising 77.4% year over year. The company’s profits reached record highs for a fifth consecutive quarter and climbed 23.4% from the prior quarter. Revenue expanded to NT$1.27 trillion, representing a 36% increase from NT$933.79 billion in the year-ago period.
  Chairman C.C. Wei attributed the strong performance to continued robust demand from artificial in
  
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• Tesla misses on earnings, as free cash flow turns negative and margins slide

  22-07-2026 23:01 via rocketnews.com
  
  Tesla delivered mixed financial results for the second quarter, with revenue exceeding analyst expectations while profitability metrics fell short of forecasts. The company’s stock declined almost 3% in extended trading following the disclosure.
  Total revenue reached $22.5 billion from a year earlier, reflecting a 26% increase year-over-year. However, net income contracted 5% to $1.11 billion, or 32 cents per share, compared with $1.17 billion, or 33 cents per share, in the prior-year per
  
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• SpaceX Wants To Power Pentagon AI. Microsoft, Amazon And Google Already Do.

  22-07-2026 23:01 via rocketnews.com
  
  Space Exploration Technologies Corp. is exploring an expansion into artificial intelligence infrastructure services by negotiating a potential lease agreement with the U.S. Department of Defense. Under the reported arrangement, SpaceX would provide computing capacity from its data centers to support military and intelligence agencies in running AI models on its systems.
  The Pentagon already maintains significant business relationships with SpaceX, which handles national security launches, suppl
  
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• Popular crypto firm files for Chapter 11 after token collapse

  22-07-2026 23:01 via rocketnews.com
  
  Movement Labs, the developer of the Movement blockchain, sought Chapter 11 bankruptcy protection in the U.S. Bankruptcy Court for the District of Delaware on July 15. The filing marked the culmination of significant challenges facing the cryptocurrency project over the preceding months. The company indicated it would pursue restructuring while maintaining operations, with creditors required to submit claims by Sept. 14.
  The bankruptcy stemmed from substantial turmoil surrounding the launch of t
  
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• Nike results top estimates even as China sales drop 12%; retailer expects $986 million tariff refund

  22-07-2026 23:01 via rocketnews.com
  
  Nike announced fiscal fourth-quarter results that surpassed analyst expectations, with the company reporting net income of $1.07 billion, or 72 cents per share, compared with $211 million, or 14 cents per share, in the prior-year period. Total revenue reached $10.97 billion, declining 1% from $11.10 billion in the comparable quarter. The strongest performance came from North America, its largest market, where revenue increased 3% to $4.83 billion, though this still fell short of analyst project
  
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• IBM lowers full-year forecast after earnings warning

  22-07-2026 23:01 via rocketnews.com
  
  IBM lowered its full-year 2026 guidance and reported quarterly results that disappointed Wall Street forecasts, even as the company had provided an advance earnings warning days earlier. The technology vendor’s stock rose 4% in extended trading following the announcement.
  The company posted second-quarter revenue growth of 1% on a year-over-year basis. Net income reached $2.17 billion, equivalent to $2.30 per share, marking a decline from $2.19 billion, or $2.36 per share, in the prior-ye
  
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• EU antitrust regulators clear Paramount-WBD merger as it faces challenge by U.S. states

  22-07-2026 23:01 via rocketnews.com
  
  European Union antitrust authorities cleared Paramount Skydance’s proposed acquisition of Warner Bros. Discovery on Wednesday, marking a significant regulatory milestone for the $110 billion transaction. The approval came after Paramount agreed to make concessions aimed at addressing competition concerns, including divesting its stake in a European film distribution joint venture with United International Pictures and committing not to enter into any film distribution agreements with Univ
  
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• Canadian mattress retailer to acquire Sleep Number for over $700M

  22-07-2026 23:01 via rocketnews.com
  
  Sleep Country announced plans to acquire Sleep Number for $702 million, including approximately $530 million in cash. The U.S. Bankruptcy Court in the Southern District of New York approved the transaction on Monday, with closure anticipated within approximately 10 days based on court filings.
  Sleep Number initiated bankruptcy proceedings the previous month with a pre-negotiated agreement already in place with Sleep Country. The Canadian retailer’s initial proposal valued the acquisition
  
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• Ardian alumni’s Clipway breaks debut secondaries record at $6.4B

  22-07-2026 23:01 via rocketnews.com
  
  Clipway, a London-based secondaries firm established by former Ardian executives, achieved a $6.4 billion final close on its inaugural fund, marking the largest debut secondaries vehicle on record. The fund exceeded its original $4 billion target by 60 percent and drew commitments from 186 limited partners across multiple regions, with Europe providing 44 percent of capital, followed by North and Latin America at 21 percent, the Middle East at 18 percent, and Asia at 17 percent.
  The firm distin
  
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• American Airlines CEO lays out his vision to close a more than $3 billion profit gap

  22-07-2026 23:01 via rocketnews.com
  
  American Airlines leadership presented a comprehensive plan to address the carrier’s significant profitability deficit compared to industry peers. The airline currently operates approximately 6,500 flights daily, nearly an entire Alaska Airlines’ worth more than its closest competitor, yet United Airlines generated roughly $3 billion more profit last year and Delta approximately $5 billion more, according to CEO Robert Isom.
  To close the revenue gap, American’s executives outl
  
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• What Bank Earnings Just Revealed About the Health of the American Consumer

  22-07-2026 13:00 via rocketnews.com
  
  Several large financial institutions released second-quarter earnings results last week, providing insights into consumer financial health. JPMorgan Chase and Bank of America, which collectively manage trillions in consumer deposits and serve millions of households, offered particular visibility into spending patterns, debt levels, and payment behaviors across different segments of the population.
  Previous economic discussions had centered on a K-shaped recovery dynamic, where higher-income hou
  
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• The AI boom just found two new winners: Goldman Sachs and JPMorgan Chase

  22-07-2026 13:00 via rocketnews.com
  
  Major U.S. banks demonstrated on Tuesday that the artificial intelligence investment cycle extends well beyond technology companies and semiconductor manufacturers. Goldman Sachs and JPMorgan Chase each reported record quarterly revenue figures, with Goldman’s revenue climbing 39% to $20.3 billion and JPMorgan’s rising 27% to $58 billion.
  JPMorgan’s chief financial officer attributed the surge to AI’s pervasive presence in financial markets, noting that the boom has crea
  
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• TE Connectivity projects upbeat quarterly results, to buy Astrodyne for $1.4 billion

  22-07-2026 13:00 via rocketnews.com
  
  Electronic equipment manufacturer TE Connectivity released guidance indicating stronger-than-expected financial performance for the upcoming quarter, driven primarily by elevated demand for artificial intelligence-related tools and infrastructure. The company attributed the positive outlook to increased global investments in data centers and network equipment, which have benefited producers of electrical connector systems like TE.
  Chief Executive Officer Terrence Curtin outlined the company&rsq
  
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• Oil trades near six-week high as Middle East tensions raise supply concerns

  22-07-2026 13:00 via rocketnews.com
  
  Oil prices traded near six-week highs as geopolitical tensions in the Middle East sparked concerns about potential supply disruptions. Brent crude futures for September delivery rose 3.4% to $94.13 per barrel, while U.S. West Texas Intermediate crude futures gained 3.7% to $87.42 per barrel. Both benchmarks were on track for their fourth consecutive day of gains and stood at their highest levels since June 11.
  Military operations continued to escalate the broader conflict, with U.S. forces cond
  
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• Intel results to test if AI-fueled rally has room to run

  22-07-2026 13:00 via rocketnews.com
  
  Intel prepared to release second-quarter results Thursday as investor enthusiasm for the chipmaker’s recovery narrative faces a test against actual financial performance. The company’s shares had climbed nearly three times higher for the year, reflecting renewed confidence in its turnaround strategy amid growing demand for artificial intelligence infrastructure.
  Analysts anticipated Intel would report its fastest quarterly revenue growth in approximately six years, driven primarily
  
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• AT&T tops targets for wireless subscriber additions as bundle offers gain traction

  22-07-2026 13:00 via rocketnews.com
  
  AT&T reported stronger-than-expected wireless subscriber additions during the second quarter, with the company adding 432,000 net monthly bill-paying wireless customers compared to analyst estimates of 338,500. The stronger performance was attributed to the company’s bundled service offerings and revamped pricing strategies designed to appeal to value-conscious consumers.
  The company’s convergence strategy centered on selling multiple connectivity services to individual househol
  
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• Brent Climbs as Bearish Factors Weaken. Forecast as of 22.07.2026

  22-07-2026 12:56 via litefinance.org
  
  Previously, Brent bears could rely on factors such as Chinese imports, rising US production and exports, ample global inventories, and alternative supply routes that reduced dependence on Saudi Arabia. Today, however, the effectiveness of these stabilizing forces is increasingly in doubt. Let's examine the key drivers and develop a trading plan.Major Takeaways Global reserves have fallen to critical levels. The alternative route from Riyadh is blocked. Geopolitical factors continue to push
  
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• Short-Term Analysis for Oil, Gold, and EURUSD for 22.07.2026

  22-07-2026 09:37 via litefinance.org
  
  Welcome, my fellow traders! I have prepared a price forecast for the USCrude, XAUUSD, and EURUSD using a combination of the margin zones method and technical analysis. Based on the market analysis, I suggest entry signals for intraday traders.Gold continued to correct higher today.Major Takeaways USCrude: Oil continues to strengthen within a short-term uptrend. XAUUSD: Gold has reached the resistance B of 4,128–4,113. EURUSD: The euro has reached the first bearish target of 1.1403.Oil Pric
  
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• Short-Term Analysis for BTCUSD, XRPUSD, and ETHUSD for 22.07.2026

  22-07-2026 09:26 via litefinance.org
  
  Dear readers,I've prepared a short-term forecast for Bitcoin, Ripple, and Ethereum based on Elliott Wave analysis.Major Takeaways BTCUSD: The price may decline in the fifth part of an impulse. Consider short positions with a Take Profit at a low of 57,662.26. XRPUSD: The price is expected to decline in the final impulse wave of the zigzag pattern. Consider short positions with a Take Profit at 0.951. ETHUSD: The price may decline as part of a bearish impulse wave. Short positions can b
  
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• Tariff Uncertainty Keeps US Dollar Range-Bound. Forecast as of 22.07.2026

  22-07-2026 08:23 via litefinance.org
  
  Donald Trump's temporary tariffs are about to become permanent, and the announcement of new tariffs could shake up markets, just as on Liberation Day in 2025. Will investors just ignore it? Let's examine this situation and make a trading plan for the EUR/USD pair.Major Takeaways The US is preparing new long-term tariffs. Geopolitics is supporting the US dollar. The euro finds support from the ECB and macroeconomic data. Range-bound trading strategies remain appropriate for the EUR/USD while the
  
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• Treasury Secretary Bessent backs rate cuts but says he understands if the Fed wants to wait

  22-07-2026 05:25 via rocketnews.com
  
  Treasury Secretary Scott Bessent indicated optimism regarding inflation trends, stating core inflation remains well-controlled and declining across numerous categories. Speaking at the Semafor World Economy Conference, he expressed a belief that interest rate reductions should occur, while simultaneously recognizing the Federal Reserve’s desire to await greater clarity on consequences stemming from geopolitical developments before making policy adjustments.
  Recent economic data presented
  
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• Nike to cut off thousands of online distributors in China, restructure digital footprint

  22-07-2026 05:25 via rocketnews.com
  
  Nike announced plans to significantly restructure its digital distribution network in China, effective starting next year. The sportswear company intends to discontinue relationships with thousands of online retailers currently authorized to sell Nike products, shifting consumer traffic primarily to Nike’s official website and mobile app alongside its flagship storefronts on major Chinese e-commerce platforms including Tmall, JD.com, and Douyin.
  Company leadership characterized the initia
  
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• Berkshire shares trade lower even after Abel scores good marks at meeting, earnings jump

  22-07-2026 05:25 via rocketnews.com
  
  Berkshire Hathaway Class B shares traded lower on Monday, closing nearly 1% down after gaining ground earlier in the session. The initial strength came following CEO Greg Abel’s first performance leading the company’s annual meeting in Omaha, Nebraska, held on Saturday, as well as the release of strong first-quarter earnings results.
  While observers noted the absence of legendary founder Warren Buffett’s characteristic wit and storytelling, industry analysts indicated confiden
  
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• AeroVironment soars 28% on earnings beat, backlog grows to $1.2 billion

  22-07-2026 05:25 via rocketnews.com
  
  AeroVironment shares climbed during premarket trading following the release of fourth-quarter earnings results that exceeded analyst forecasts on both profit and revenue metrics. The dronemaker reported earnings per share of $1.84, surpassing the consensus estimate of $1.46, while revenue reached $642 million compared to the expected $559 million.
  The company’s autonomous systems segment delivered particularly strong results, generating $492 million in revenue against a StreetAccount expe
  
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• Weekly Economic Calendar for 27.07.2026–02.08.2026

  22-07-2026 02:00 via litefinance.org
  
  Three of the world's largest central banks—the US Federal Reserve, the Bank of England, and the Bank of Japan—will hold policy meetings during the final week of the month. The Fed's decision is expected to be the key event of the week (July 27–August 2, 2026).Investors will also be closely watching major macroeconomic releases from Australia, Germany, the eurozone, the US, Japan, and China.Note: During the coming week, new events may be added to the calendar, and/or some s
  
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• SpaceX’s stock snaps brutal losing streak ahead of key Starship rocket launch

  21-07-2026 22:59 via rocketnews.com
  Plus, investors just found out when insiders can start dumping their shares.
  Article Attribution | Read More at Article Source
  The post SpaceX’s stock snaps brutal losing streak ahead of key Starship rocket launch appeared first on RocketNews.
  
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• I will definitely claim Social Security early. Why do so few people talk about the elephant in the room?

  21-07-2026 22:30 via rocketnews.com
  “The strongest argument for claiming benefits earlier goes beyond the traditional break-even analyses.”
  Article Attribution | Read More at Article Source
  The post I will definitely claim Social Security early. Why do so few people talk about the elephant in the room? appeared first on RocketNews.
  
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• Why energy stocks still look so cheap, even after their big rally this month

  21-07-2026 22:27 via rocketnews.com
  Energy stocks are having a big month as oil prices surge on Iran war fears — but it’s not solely the conflict in the Middle East that makes the sector appear attractive.
  Article Attribution | Read More at Article Source
  The post Why energy stocks still look so cheap, even after their big rally this month appeared first on RocketNews.
  
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• Why Micron and other chip stocks are bouncing back so strongly

  21-07-2026 22:12 via rocketnews.com
  The recent chip sell-off presented a buying opportunity, and open-source AI models should drive more memory demand, analysts say
  Article Attribution | Read More at Article Source
  The post Why Micron and other chip stocks are bouncing back so strongly appeared first on RocketNews.
  
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