|
|
|
|
|
|
|
|
|
27.07.26 - 15:45
|
Futures Jump As Brent Tumbles Below $90 On Fresh Round Of Iran Ceasefire Optimism (ZeroHedge)
|
|
|
Futures Jump As Brent Tumbles Below $90 On Fresh Round Of Iran Ceasefire Optimism
A sharp drop in oil prices prompted by a quieter weekend for geopolitics and a pause in MidEast hostilities also sparked a drop in bond yields and the USD. A powerful relief rally in stocks and bonds emerged after a lull in hostilities in the Middle East, and started a week packed with earnings and a stack of interest-rate decisions on a positive note. As of 8.00am ET, Nasdaq futures surged after the index logged its first back-to-back weekly declines since March; S&P 500 futures rose 1%. After Friday's rout, all Mag 7 stocks gained amid the relief rally in tech and AI-related stocks (Meta Platforms +1.8%, Alphabet +1.7%, Amazon +1.4%, Tesla +1.3%, Microsoft +1%, Nvidia +0.9%, Apple +0.1%). While Asian markets closed mixed, European stocks advanced as broader risk sentiment gets a boost from a pullback in energy prices. Brent crude futures for September fell 9% to around $88 a barrel (these hit $100 late last...
|
|
|
|
|
14.07.26 - 05:39
|
Saudi Arabia Turns Taiwan Into Drone Export Leader As Iran War Reshapes Warfare (ZeroHedge)
|
|
|
Saudi Arabia Turns Taiwan Into Drone Export Leader As Iran War Reshapes Warfare
New data show that Saudi Arabia purchased a record $47.2 million worth of small drones from Taiwan last month, underscoring how governments are beginning to rapidly procure suicide drones.
Bloomberg was the first to cite new data from Taiwan's Ministry of Finance showing that drone exports surged in June, driven by a record order from Saudi Arabia. The timing suggests Riyadh absorbed many hard lessons during the US-Iran conflict and is moving quickly to build stockpiles of one-way attack and interceptor drones.
The exported drones weighed roughly 7 to 15 kilograms - or up to 30 pounds - and in a recent report by Piper Sandler analyst Clarke Jeffries, these drones are considered Group 1 and Group 2.
Jeffries laid out three key insights about the rapidly changing defense landscape:
He also listed ways to profit from the drone industry as the wave of orders begins:
Read:
"Only The Beginning": How To Profit From The A...
|
|
|
10.07.26 - 11:06
|
Nvidia gets China boost, Iran ceasefire breaks, GDP release (SCMP)
|
|
|
China eased a boycott of higher-end Nvidia processors, seeking to balance concerns about chip shortages hurting local artificial intelligence (AI) developers against the risk of over-reliance on US technology.
Alibaba is among select businesses that will be eligible to buy H200s, Nvidia's second-best AI chip, the South China Morning Post reported, citing an unidentified source. TikTok developer ByteDance and AI start-up DeepSeek are also on the list, The Information said this week. Alibaba owns......
|
|
|
|
|
|
|
18.06.26 - 09:12
|
Tesco′s UK sales growth more than halves amid Iran war uncertainty (The Guardian)
|
|
|
UK's biggest retailer reports better figures than expected by City analysts and is cheered by strong online salesBusiness live – latest updatesTesco's UK sales growth has more than halved as it said the conflict in the Middle East had created “ongoing uncertainty for many households”.The UK's biggest retailer said comparable sales rose 1.8% to £13.4bn in the three months to the end of May, well below the 4.2% reported in the previous quarter. Continue reading......
|
|
|
17.06.26 - 12:18
|
US-Iran Deal Details Emerge in 14-Point Memorandum | The Pulse 6/17/2026 (Bloomberg)
|
|
|
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Tanuja Randery, Amazon Web Services Vice President and EMEA Managing Director; Stefan Hoops, DWS CEO; Nadia Calviño, European Investment Bank President (Source: Bloomberg)...
|
|
|
15.06.26 - 16:24
|
Key Events This Week: First Warsh FOMC, Iran Deal Signing, Retail Sales And More (ZeroHedge)
|
|
|
Key Events This Week: First Warsh FOMC, Iran Deal Signing, Retail Sales And More
After 107 days and a seemingly endless number of false dawns, we finally have a deal between the US and Iran to end the war and open the Strait of Hormuz. It was announced on Sunday afternoon - Trump's birthday, shortly before futures opened for trading and ahead of today's Iran game in the World Cup - and the MoU will be signed in Switzerland on Friday.
According to statements carried by Iranian state-affiliated media, the agreement includes a phased lifting of US sanctions on Iranian oil exports, the unfreezing of roughly $12bn in overseas assets, and a commitment to reopen the Strait of Hormuz within 30 days (after mine clearing) alongside the removal of the US naval blockade. The deal also sets out a 60-day negotiation window on a broader accord, including constraints around Iran's nuclear programme, where Tehran is expected to commit to maintaining its current status and not pursuing nuclear weapons. The U...
|
|
|
|
|
10.06.26 - 09:24
|
WH Smith to raise £100m as it warns on profits due to Iran war (The Guardian)
|
|
|
Retailer plans to shut unprofitable stores as shopper numbers at airports fall amid Middle East conflictBusiness live – latest updatesWH Smith has issued a profit warning after shopper numbers at its stores in US airports fell as a result of the war in the Middle East.The retailer, which operates 1,200 outlets globally in airports, railway stations and hospitals, also announced plans to raise about £100m to strengthen its balance sheet, pay down debt, invest in technology and shut down unprofitable stores after “a downturn in trading conditions”. Continue reading......
|
|
|
|
|
|
|
|
|
|
|
28.05.26 - 14:54
|
US and Iran trade fresh strikes & Snowflake′s melt-up | The Pulse 5/28/2026 (Bloomberg)
|
|
|
The US and Iran traded fresh strikes. Oil prices climbed on fears of escalation and mixed signals on the status of peace talks. Meanwhile, software-maker Snowflake soared postmarket after signing a $6 billion chip and cloud deal with Amazon.
Today's guests: Greg Peters, PGIM Credit Co-CIO; Elizabeth Weymouth, Grafine Partners Founder and Managing Partner; Lorenzo Bini Smaghi, Former Societe Generale Chairman; Katie Gaddini, UCL Associate Professor and Janet Truncale, EY CEO
---
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. (Source: Bloomberg)...
|
|
|
28.05.26 - 14:06
|
US Strikes Iran Targets; Snowflake Jumps on Results | Bloomberg Brief 5/28/2026 (Bloomberg)
|
|
|
US equity futures fall and oil climbs after the US struck Iranian military targets for the second time this week. Snowflake surges after a stronger-than-expected annual outlook and signing a $6 billion deal with Amazon. Salesforce issues a tepid outlook. Michael Sneyd of BNP Paribas discusses Kevin Warsh's challenges as Fed Chair ahead of US PCE numbers. (Source: Bloomberg)...
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
