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11.04.26 - 14:12
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Earnings-Alarm: Diese 3 Aktien könnten die Wall Street überraschen (Ariva)
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Die Berichtssaison geht los. Morgan Stanley sieht drei Favoriten für positive Überraschungen. Wer jetzt liefert, könnte die Wall Street kalt erwischen. Am stärksten schnitt Western Digital in der Aktienanalyse der US-Bank ab. Die Aktie des Speicherherstellers war zuletzt kaum zu bremsen. Angetrieben von der hohen Nachfrage nach Speicherchips im Zuge des Booms rund um künstliche Intelligenz (KI) legte das Papier im vergangenen Jahr um fast ......
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11.04.26 - 12:12
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Diese Dividenden-Aktien haben Spielraum für den nächsten Schritt (Ariva)
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Hohe Dividendenrenditen sind rar. Barron?s setzt deshalb auf Aktien mit frischer Dividendenerhöhung und niedriger Ausschüttungsquote. Genau dort könnte schon bald der nächste Schub lauern. Die Dividendenrendite des S&P 500 liegt laut Barron's derzeit bei nur 1,2 Prozent. Außerhalb der Dotcom-Blase war sie nie niedriger. Damals hatte sie 1,1 Prozent erreicht. Grund dafür ist vor allem der Aufstieg großer Technologiekonzerne, die Wachstum oft höher ......
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11.04.26 - 10:01
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Odd Lots: The Big Macro Force That′s Kept Stocks High (Podcast) (Bloomberg)
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Stocks have gone up over the years because corporate earnings continue to grow. That part is straightforward. But in addition to rising stock prices, we've also seen rising stock market valuations. For years, investors have talked about stocks being unreasonably priced, and yet they haven't reverted to historical norms. But perhaps there's a good explanation for this, beyond just animal spirits. Jonathan Heathcote is an economist at the Minneapolis Federal Reserve Bank, who recently co-authored...
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11.04.26 - 01:42
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Wall Street Week | Iran Oil Fallout (Bloomberg)
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This week, Richard Haass of Centerview Partners on what to expect out of US-Iran peace talks. Plus, why Gulf states are begging Trump not to end the Iran war early and how the conflict could hit consumers, from gas prices to interest rates. And, former Canadian Finance Minister Chrystia Freeland warns of stagflation, a food crisis, and the growing strain on the US-led global order as finance leaders gather in Washington at the annual World Bank-IMF meetings. Later, how China quietly built a monopoly on the minerals that power modern life, and why American innovators think they can still leapfrog Beijing. (Source: Bloomberg)...
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11.04.26 - 00:48
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Wall Street Bracing for US-Iran Talks | The Close 4/10/2026 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Federated Hermes' RJ Gallo, Barclays' Jon Hill, Goldman Sachs' Alex Blostein, Fmr. Nato Supreme Allied Commander Gen. Wesley Clark (Ret.), Gabelli Funds' Macrae Sykes, Envestnet's Dana D'Auria, 22V Research's Kim Wallace, Carbone Fine Food Co-Founder Mario Carbone, Magnolia Bakery CEO Nathan Louer, & Former Super Bowl Champion Reggie Bush & United Athletes Tour CEO Len Brown. (Source: Bloomberg)...
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