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10.10.26 - 19:42
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Strong Earnings Keep US Stocks in Favor (Bloomberg)
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PNC Asset Management Chief Investment Officer Amanda Agati tells Bloomberg This Weekend that strong corporate fundamentals and resilient consumer spending could support US stocks as investors head into third-quarter earnings season. Speaking with hosts David Gura and Christina Ruffini, Agati says investors will be watching for evidence that AI investment is generating returns beyond the largest technology companies, while strong US earnings growth keeps her favoring domestic equities over developed international markets. (Source: Bloomberg)...
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10.10.26 - 01:30
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Wall Street Week | Michigan Manufacturing, AI Debt Investments, Baby Bonds, Canadian Coal Fight (Bloomberg)
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This week, Ford, JPMorgan and the state of Michigan team up to help domestic manufacturers turn new technology into factories and supply chains. And, hyperscalers and data centers are borrowing hundreds of billions of dollars to finance AI infrastructure, transforming the corporate bond market. Plus, can baby bonds actually narrow America's wealth gap? Later, Alberta's Grassy Mountain project has become a test of whether Canada can expand resource exports without reigniting old environmental conflicts. (Source: Bloomberg)...
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