The Wall Street Journal8h agoneutral
Tariff Refunds Are Here—and Turbocharging EarningsApple, Nike and FedEx are just some of the companies that are recovering big sums relatively quickly.
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
321last 24h
2139last 7d
381● bullish (7d)
186● bearish (7d)
204publishers
Stocktwits15h agoneutral
Apple Taps American Airlines Veteran For A Crucial Role As It Reportedly Navigates Trump-Era Policy Challenges — AAPL Stock SlipsNate Gatten’s appointment comes as Apple navigates tariffs, White House relations and a broader shake-up across its senior leadership ranks.
Bloomberg21h agoneutral
US Core Inflation Comes in Subdued, Easing Pressure on Fed(Bloomberg) -- Underlying US inflation was subdued in July, likely easing pressure on the Federal Reserve to raise interest rates.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesThe consumer price index, excludi
Investor's Business Daily23h agoneutral
CPI Inflation Data May Keep Fed Rate Hikes On Hold (Live Coverage)Consumer price index inflation data, out at 8:30 a.m. ET, may further dampen odds of a Federal Reserve rate hike in September following Friday's weak July jobs reports. S&P 500 futures are slightly higher ahead of the CPI inflation report, holding just off record highs despite inching lower on Monday and Tuesday. Wall Street expects the overall CPI to rise 0.1%, lowering the 12-month headline inflation rate to 3.4% from 3.5%, according to the Econoday consensus forecast.
24/7 Wall St.1d agobearish
This Fidelity Dividend ETF Was Built for Rising Rates. Three Fed Cuts Later, Investors Own the Wrong ToolThree Fed rate cuts transformed FDRR from a timely bet into a potential mismatch, and income investors holding it may not realize what they actually own beneath the dividend label.
24/7 Wall St.1d agobullish
The Market Now Says a Rate HIKE Is Coming. There’s a Dividend Fund Literally Built for ThisPolymarket now prices real odds of a September rate hike, and that puts millions of investors holding the most popular dividend ETF in a position their fund was never designed to handle. Fidelity quietly built something for exactly this moment.
Kiplinger2d agoneutral
Markets Pull Back for Incoming Inflation Data: Stock Market TodayUnease about negotiations to reopen the Strait of Hormuz boosted oil and yields but pressured stocks at the start of a big week for inflation data.
Barrons.com2d agobullish
Inflation Data Will Be the Real Test for This AI Stock RallyBerkshire’s stock buybacks climb, Apple may turn to China, why Coca-Cola is clobbering Pepsi, and more news to start your day.
Motley Fool5d agoneutral
Apple (AAPL) Q3 2026 Earnings Call TranscriptiPhone revenue surged 22% as Apple navigates supply constraints and memory cost inflation.
Moneywise5d agoneutral
‘Your refund: $0’: Companies claim billions in tariff refunds, months after Trump floated $2,000 checksWalmart gets $2.4 billion, Apple $2.2 billion. And you? Nothing.
Axios7d agobearish
OpenAI moves to dismiss Apple's trade secret lawsuitOpenAI asked a federal judge Wednesday to dismiss Apple's lawsuit accusing the AI giant and two former Apple employees of stealing trade secrets and soliciting confidential information from job candidates.
Bloomberg7d agoneutral
OpenAI Asks Judge to Toss Apple Suit Alleging Trade Secret Theft(Bloomberg) -- OpenAI is asking a federal judge to dismiss a lawsuit filed by Apple Inc. accusing the artificial intelligence company of stealing trade secrets, saying that the iPhone maker’s allegations are meritless.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targ
Moneywise7d agoneutral
Amazon says it will share $600 million in Trump tariff refunds with some of its customers — will you get a payout?Of the $166 billion in tariff refunds available, $71 billion has been claimed by companies, but very little of the refund money has gone directly to consumers.
Yahoo Finance Video8d agoneutralVIDEO
AI CapEx fears: Is big tech overspending?Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.
CNN Business8d agoneutral
Corporate America got billions of dollars in tariff refunds. Where’s your cut?Apple got an estimated $2.2 billion tariff refund last quarter. Amazon got $600 million. Nike got $300 million. But American consumers who paid higher prices as President Donald Trump’s tariffs filtered through the economy are getting almost nothing back.
Stocktwits8d agobearish
AAPL Stock Gets Downgrades As Wall Street Sees Memory Inflation Pressures Persisting For 'Several More Quarters'China Renaissance, DZ Bank and Phillip Securities downgraded AAPL stock, citing a combination of rising component costs, supply constraints and uncertainty around the pace of returns from Apple Intelligence.
Reuters Videos12d agoneutralVIDEO
Wall Street ends higher as Amazon soothes AI jitters<body><p>STORY: Wall Street ended higher on Friday, with the Dow adding more than half a percent, the S&P 500 gaining seven-tenths of a percent and the Nasdaq climbing one percent.</p><p>:: Amazon</p><p>Amazon surged more than 15% after the tech giant posted its biggest quarterly revenue growth in over four years. Its results, along with a similar report from Microsoft this week, alleviated investor concerns about potential overspending on AI data centers.</p><p>Meanwhile, shares of Apple tumbled more than 7% after a disappointing forecast showed that the iPhone maker was struggling to secure enough components, as the AI-driven data center boom strains global supply chains.</p><p>Friday marked the end of a bumpy week for stocks that included a Fed policy meeting in which the central bank left rates unchanged - but with three dissenters pushing for a 25 basis point hike.</p><p>Dean Smith is chief strategist & portfolio manager at FolioBeyond.</p><p>"I think there was a decent case to be made that a hike is in order. Inflation, we had a slightly softer print on the most recent one, but inflation is now running well above Fed's 2% stated target. It's higher now than it was a year ago and it seems to be reaccelerating. [FLASH] So it was a close call probably, but I think, you know, if I had been on that voting committee, I would have voted for a rate hike as well."</p><p>:: Archive</p><p>Other stocks on the move Friday included Monolithic Power Systems, which rose more than 8% after forecasting third-quarter revenue above estimates.</p><p>But shares of GoDaddy slid nearly 17% after the domain registrar narrowed its annual revenue forecast.</p></body>
The Wall Street Journal12d agoneutral
Kevin Warsh’s ‘Bear Steepener’ Is No Goldilocks Moment for StocksEveryone knows that interest rates affect stock prices. The Fed’s decision Wednesday to keep overnight rates unchanged sounds like it would have been clearly bullish, but stocks sold off just after Chair Kevin Warsh’s press conference. Also following Warsh’s Q&A, long-term Treasury yields hit a 19-year high.
Stocktwits12d agobearish
AAPL Stock Heads For Worst Single-Day Fall In Over A Year — Wall Street Warns Apple’s AI Supply Chain Headwinds Are Far From OverAnalysts at Morningstar said in a recent note that Apple's outlook points to mounting pressure from AI-driven memory inflation, tight chip supply and foreign exchange headwinds.
GuruFocus.com13d agoneutral
Apple Inc (AAPL) (Q3 2026) Earnings Call Highlights: Record Revenue Amid Supply Constraints and ...Apple Inc (AAPL) posts a record June quarter with $109.4 billion in revenue, but faces supply constraints and memory cost inflation that pressure September guidance.
Yahoo Finance Video13d agoneutralVIDEO
Apple commits more than $30 billion to US manufacturingDuring Thursday night's earnings call, Apple (AAPL) CEO Tim Cook highlighted a string of milestones, including the company's best-ever June quarter, with revenue reaching $109.4 billion. iPhone revenue surged 22% year-over-year to $54.3 billion, while Mac revenue climbed to a record $10.4 billion. Beyond the financial results, Cook reaffirmed Apple's commitment to US manufacturing, announcing plans to invest $600 billion in the United States over the next four years. The investment, which the company said includes the reinvestment of tariff-related funds, expands Apple's long-term domestic manufacturing strategy. As part of that effort, Apple has entered a new multiyear agreement with Broadcom (AVGO) under its American Manufacturing Program. The partnership is expected to contribute more than $30 billion in investment to build an end-to-end silicon supply chain and advanced manufacturing equipment in the United States.
Yahoo Finance Video13d agoneutralVIDEO
Apple commits more than $30 Billion to US manufacturingDuring Thursday night's earnings call, Apple (AAPL) CEO Tim Cook highlighted a string of milestones, including the company's best-ever June quarter, with revenue reaching $109.4 billion. iPhone revenue surged 22% year-over-year to $54.3 billion, while Mac revenue climbed to a record $10.4 billion. Beyond the financial results, Cook reaffirmed Apple's commitment to US manufacturing, announcing plans to invest $600 billion in the United States over the next four years. The investment, which the company said includes the reinvestment of tariff-related funds, expands Apple's long-term domestic manufacturing strategy. As part of that effort, Apple has entered a new multiyear agreement with Broadcom (AVGO) under its American Manufacturing Program. The partnership is expected to contribute more than $30 billion in investment to build an end-to-end silicon supply chain and advanced manufacturing equipment in the United States.
GuruFocus.com13d agoneutral
Apple Faces a Closely Watched Earnings TestInvestors are focused on guidance, AI and tariff-related commentary.
Barrons.com13d agoneutral
Stocks Bounce Back From Fed Day TurmoilStocks kicked off Thursday’s trading session higher, reemerging from the carnage of Wednesday’s selloff. The S&P 500 was up 0.9%, while the Nasdaq Composite rose 1.6%. Rosenberg Research’s Dave Rosenberg described the moves as “a weak stock-market bound on shaky ground,” nodding to the major averages’ “precarious technical positions,” yesterday’s rise in bond yields, and oil price spikes.
