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06.11.26 - 19:30
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Jobs Boom Meets AI Market Turmoil (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." A blowout jobs report fuels expectations for another Fed rate hike, even as Wall Street reels from a nearly $4 trillion tech selloff and mounting questions about the AI trade. Plus, Anthropic's IPO prospects and valuation reset, BlackRock CIO Rick Rieder explains the AI unwind and emerging credit opportunities, Kevin Hassett, director of the White House National Economic Council, discusses inflation and Fed policy, and Greg Ebel, CEO of Enbridge Energy, weighs in on the growing energy demands of AI infrastructure. (Source: Bloomberg)...
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06.11.26 - 12:06
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Humana Reports Third Quarter 2026 Financial Results; Raises Full Year 2026 Adjusted EPS Guidance (Business Wire)
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Reports 3Q26 earnings per share (EPS) of $1.33 on a GAAP basis, Adjusted loss per share of $0.70; reports year to date (YTD) 2026 EPS of $16.84 on a GAAP basis, $17.17 on an Adjusted basis
3Q26 Insurance segment GAAP benefit ratio of 93.7 percent, favorable to management's guidance of 'slightly above 94 percent'
Raises FY 2026 Adjusted EPS guidance to now be 'at least $9.50', up from the previous expectation of 'at least $9.00'; while revising GAAP EPS guidance to 'at least $15.09', up from the previous estimate of 'at least $6.52'
Continued strategic expansion of the company's CenterWell and Medicaid footprints
YTD growth of 146,800 patients, or 30 percent, in CenterWell Senior Primary Care
Recently announced joint venture (JV) with BlackRock replaced the previous JVs with Welsh, Carson, Anderson & Stowe, enhancing balance sheet efficiency and providing greater financial flexibility at a reduced cost of capital, while also funding future growth
YTD Medicaid membership growth of 103,600, or 7 ...
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04.11.26 - 14:12
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BlackRock-Aktie: 0,25 Prozent vor dem Hoch – jetzt Kredit-Test? (Der Aktionaer)
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BlackRock baut sich zum Finanzierer des KI-Booms um – und heute Abend kommt ein Härtetest für dieses Geschäft. Nach US-Börsenschluss legt Blue Owl Capital, einer der großen Kreditgeber außerhalb der Banken, Quartalszahlen vor. Die BlackRock-Aktie steht vorbörslich knapp unter ihrem 52-Wochen-Hoch....
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03.11.26 - 10:12
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BlackRock: Investoren verschärfen kritische Prüfung von KI (BondGuide)
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Die Experten von BlackRock Investment Institute (BII) äußern sich regelmäßig im globalen Marktkommentar. Dabei vertritt Ann-Katrin Petersen, Leiterin Kapitalmarktstrategie Deutschland, Schweiz, Österreich und Osteuropa bei BlackRock, folgende Ansichten: – Aktienmärkte: Nach der kräftigen Wertentwicklung der vergangenen Monate war das Marktumfeld zuletzt von Gewinnmitnahmen an den Aktienmärkten geprägt, vor allem bei Technologiewerten. Gleichzeitig schichteten Anleger verstärkt in […]...
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30.10.26 - 10:12
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BlackRock: Zinspause der EZB ist keineswegs Ende der Fahnenstange (BondGuide)
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Ann-Katrin Petersen, Leiterin Kapitalmarktstrategie Deutschland, Schweiz, Österreich und Osteuropa bei BlackRock, kommentiert das Ergebnis der gestrigen Sitzung der Europäischen Zentralbank (EZB): Die EZB hat gestern wie erwartet die Füße stillgehalten – doch die Zinspause markiert unseres Erachtens nicht das Ende ihrer Zinserhöhungen. Die größere Frage lautet vielmehr: Wie weit und wie schnell muss die EZB […]...
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30.10.26 - 09:18
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BlackRock Says Bonds Offer Compelling Income Opportunity (Bloomberg)
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James Turner, BlackRock's head of global fixed income for EMEA, says bonds offer an "extremely strong" income opportunity with yields at generational highs. "It's just such an attractive time to invest in fixed income," he tells Bloomberg Television. (Source: Bloomberg)...
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28.10.26 - 21:01
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Fed′s Warsh ′Sensitive′ to AI, BlackRock′s Rosenberg Says (Bloomberg)
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Jeffrey Rosenberg, senior portfolio manager for the systematic alternatives ETF at BlackRock, reacts to the Federal Reserve's decision to leave interest rates unchanged. Speaking on "Bloomberg Surveillance: The Fed Decides," Rosenberg says the Federal Reserve recognizes that conditions have tightened but stops short of calling them tight, while connecting interest rates to AI. (Source: Bloomberg)...
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27.10.26 - 14:12
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Opto Investments Appoints Justin Mills as Principal Product Manager and Rachel Hallock as Head of Design (Business Wire)
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Product and design leaders from BlackRock and Carta join as Opto designs better tools for building, executing, and servicing private investmentsNEW YORK--(BUSINESS WIRE)--Opto Investments (“Opto”), a private markets outsourced chief investment officer (OCIO) for wealth management firms, family offices and institutional investors, today announced the appointments of Justin Mills, CFA, as Principal Product Manager and Rachel Hallock as Head of Design. Their work will help make Opto's platform simpler, faster and more personalized as advisors and CIOs scale their private markets offerings.
Opto's experienced investment management team helps firms build, execute, and service private markets programs. As alternative investments have become a core component of client portfolios, allocators are taking on the complexity that comes with them, from due diligence to ongoing reporting. With these hires, the firm is advancing a platform that helps users spend less time on manual work and more time on the investm...
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27.10.26 - 11:48
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BlackRock: Nahostkonflikt offenbart Schwachstellen der Energieversorgung (BondGuide)
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Die Experten von BlackRock Investment Institute (BII) äußern sich regelmäßig im globalen Marktkommentar. Dabei vertritt Ehsan Khoman, Economist bei BlackRock, folgende Ansichten: – Nächste Stufe: Die Puffer, die den ersten Schock noch abfedern konnten, werden dünner. Immer stärker legt der Nahostkonflikt nun die längerfristigen Schwachstellen der Energieversorgung offen. In diesem Umfeld zählt Selektivität. – Marktumfeld: Der […]...
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