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How To Profit From AI Correction: 5 Defensive Plays And 4 Sectors Set To Surge - iShares MSCI Emerging Markets ex China ETF (NASDAQ:EMXC), United States Copper Index Fund ETV (ARCA:CPER)
Benzinga· 2025-09-25 16:09
The artificial intelligence sector is showing critical warning signs that suggest a significant correction may be approaching. Recent market analysis reveals that AI stocks, particularly the “Magnificent Seven,” have been making lower highs since December 2024, diverging from broader market performance – a pattern that historically precedes major corrections.The I/O Fund, for example, has been 100% hedged since December 27th. Bridgewater Associates quietly rotated out of tech. With AI unicorn valuations rea ...
Market "Churn" Good Long-Term, Mind "Speculative" Utility Plays
Youtube· 2025-09-25 15:01
live. It's time now for the big picture. Let's welcome in the team from Charles Schwab.Joe Maza, head trading derivative strategist. Charles Schwab and Cooper Howard, director and fixed income strategist, Schwab Center for Financial Research. Let's start with you, Joe.We've been talking about a lot of um a lack of breadth in this market. You know, concentration risk. There's just a handful of names that, you know, continue to help chug things along.Why is that important. Why are you watching that. Well, I I ...
Why Every Investor Should Own This Trillion-Dollar Company Right Now
The Motley Fool· 2025-09-25 08:16
It's like having an all-star stock-picking team in your corner.People who invest in stocks come from all walks of life and have diverse goals and values and varying levels of risk tolerance and start-up capital. That's why it's hard to come up with a single stock everyone should own. But if I absolutely had to pick one, it would be Berkshire Hathaway (BRK.A 0.44%) (BRK.B 0.57%). The Warren Buffett–led conglomerate has many qualities that will appeal to long-term investors. Here is more on this longtime mark ...
U.S. Stocks Extend Yesterday's Pullback As Nvidia, Oracle Slump
RTTNews· 2025-09-24 20:20
After coming under pressure over the course of the previous session, stocks saw further downside during trading on Wednesday. The major averages showed a lack of direction early in the session but slid more firmly into negative territory as the day progressed.The major averages finished the day off their worst levels but still moderately lower. The Dow slid 171.50 points or 0.4 percent at 46,121.28, the Nasdaq fell 75.62 points or 0.3 percent to 22,497.86 and the S&P 500 dipped 18.95 points or 0.3 percent ...
欧洲天然资源基金:美联储2026、2027年降息指标“不靠谱” 市场主流未反映美息跌至1%
智通财经· 2025-09-24 06:49
据LSEG消息,欧洲天然资源基金Commodity Discovery特约分析师李冈峰对CFTC数据进行了分析并指出,至上周二为止,除了美期黄金外,美期金属期 货的基金持仓净多水平全线回升,黄金的净多下跌出乎意料。在美国新一轮降息周期准备开始之时,理论上现在任何资金都应该做多商品(特别是货币金 属)才是,但期货基金竟然三周前便开始陆续增加了空头 —— 这也可能解释了金属价格近期升幅受到了限制。 | | | COMEX黄金 | | COMEX日银 | Nymex铂金 | | Nymex把金 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (截至9月16日) | 탈 | 跟上周比较 | 를 | 跟上周比较 | 탈 | 跟上周比较 | 물 | 跟上周比较 | | 管理资金的净多头量 | 499 | -3.6% | 5.930 | +1. 0% | 23 | +10. 5% | -15 | +14. 1% | | 多头量 | 601 | -3.0% | 8.243 | +4. 8% | 61 | +2. 0% | 17 | +4. 0% | ...
LSEG跟“宗” | 美联储2026、2027年降息指标“不靠谱” 市场主流未反映美息跌至1%
Refinitiv路孚特· 2025-09-24 06:03
李冈峰 欧洲天然资源基金 Commodity Discovery 特约分析师 这是一个主要从美国每周的CFTC数据公布基金(Managed Positions)在当地期货市场的各种部署,继而反映 现时市场对贵金属的情绪和对短/中期的一个价格判断。美国每周五收市后公布的CFTC数据,记录日为刚过 去的周二(如果过去一周原本工作日是假日的话数据出炉会延期)。 概要 上周美联储议息,除了如市场预期降了0.25%外,鲍威尔同时确认今年还会再多降两次息; 更重 要的是,暂时美联储(平均)认为美国2026、2027年各再降一次,降息幅度普遍较投行预测的 少。 有趣的是,如果如鲍威尔所说:美国经济基调依然良好、通胀水平受控,那为什么未来两年还需 要降息? 更有意思的是,如众所周知, 鲍威尔明年5月份将会退下来,特朗普一定会推荐自己的小弟当美联 储主席,而特朗普一直都说,联储应该把利率砍到1% —— 换言之如果市场相信目前联储的指引 去投资的话(现时市场主流还未反映美国利率跌至1%),商品,特别是黄金,尚有升值空间。 目前黄金牛市完结的指标主要有两个:第一个是美国因为各种原因,加息周期回归;第二是全世 界(主要是中美)化干戈 ...
Extension of subsidiary Management Board Member's terms of office
Globenewswire· 2025-09-24 06:00
On September 23, 2025, the Supervisory Board of AS Elenger Grupp, a subsidiary of Aktsiaselts Infortar, approved the extension of Management Board Member Dāvis Sklute’s terms of office for an additional three years, until September 30, 2028. Infortar operates in seven countries, the company's main fields of activity are maritime transport, energy and real estate. Infortar owns a 68.47% share in Tallink Grupp, a 100% share in Elenger Grupp and a versatile and modern real estate portfolio of approx. 141,000 ...
Dow Jones: Record High Powered by Banks and Energy, Powell's Guidance Awaited
FX Empire· 2025-09-23 15:12
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...
Argentina bonds, peso extend rally with eyes on US support details
Yahoo Finance· 2025-09-23 13:55
By Rodrigo Campos and Karin Strohecker NEW YORK/LONDON (Reuters) -Argentina's international bonds extended gains on Tuesday and the local peso firmed against the dollar after U.S. President Donald Trump spoke in support of his right-wing peer in Argentina, Javier Milei, and his economic program. The World Bank said it aims to deploy up to $4 billion in Argentina in the coming months to support the South American country's reform agenda. Argentine assets rose as Trump said the U.S. will help Milei's ec ...
LandBridge, NRG Energy unveil deal to power potential Texas data center (LB:NYSE)
Seeking Alpha· 2025-09-23 13:21
LandBridge (NYSE:LB) +5.8% pre-market Tuesday after saying it entered into a strategic collaboration with NRG Energy (NYSE:NRG) to explore the development of a potential data center site in Texas' Delaware Basin. The site could contain a 1,100 MW natural gas ...