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Rightmove (LSE:RMV) Stock Gets Fair Value Trim As Analysts Weigh Growth And Execution
Simply Wall St.7h agoneutral
Rightmove (LSE:RMV) Stock Gets Fair Value Trim As Analysts Weigh Growth And Execution

The latest research on Rightmove centres on a revised price target that has moved from 404 GBp to 429 GBp. Analysts link this change to updated assumptions and a split view on execution and growth, which helps explain why JPMorgan maintains an Underweight rating, while Goldman Sachs initiates at 516 GBp with a Neutral stance. As you read on, you will see how these shifting targets fit into the wider Rightmove story and how to keep track of the evolving narrative. Analyst Price Targets don't...

Bloomberg7h agoneutral
Tech Melt-Up Drives $3.5 Trillion Nasdaq 100 Gain in Four Days

(Bloomberg) -- A dramatic turnaround in technology stocks has powered a $3.5 trillion increase in the Nasdaq 100’s market capitalization in just four days, driven by strong earnings that have emboldened investors about the AI outlook.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersS

Bloomberg16h agoneutral
Scott Bessent Draws on Hedge Fund Instincts to Help Rescue Yen

(Bloomberg) -- Scott Bessent wanted to help Japan prop up its currency. So he decided to let the media spy on his notepad, where a to-do list included buying as much as $10 billion in yen. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersIran Weighs Allowing Europe to Clear Mines in Strait of HormuzTrump Discusses Iran With Qatari Emir as Hopes

Goldman Sachs' new oil price target sparks wild onchain trading
TheStreet17h agoneutral
Goldman Sachs' new oil price target sparks wild onchain trading

As the U.S.-Iran standoff continues, Goldman Sachs unveiled its price target for Brent crude oil on Aug. 4. The bank said it expects Brent crude to trade in the range of $80-$90 a barrel until there is ​either confirmation of a new nuclear deal or a ‌significant escalation of the conflict, as ...

Coupang (CPNG) Stock Fair Value Edges Lower After Analysts Rework Earnings
Simply Wall St.18h agoneutral
Coupang (CPNG) Stock Fair Value Edges Lower After Analysts Rework Earnings

Coupang’s fair value estimate has shifted slightly from US$26.29 to US$25.83, mirroring modest cuts in analyst price targets. The change ties back to recent research where analysts are reworking models for tax and regulatory developments, currency effects and updated earnings assumptions that influence how confident they feel about Coupang’s medium term profile. As you read on, you will see how these price target tweaks fit into the broader bull and bear narrative and what to watch as that...

Bloomberg1d agoneutral
Bond Dealers Expect US Will Avoid Signaling Auction Increases

(Bloomberg) -- The US Treasury will need to increase the sizes of at least some of its fixed-rate borrowing programs next year but is unlikely to signal the shift just yet, according to bond dealers.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Lead

Bloomberg1d agoneutral
Asia Hedge Funds Suffer Widespread Losses in July Market Rout

(Bloomberg) -- Asia-based hedge funds logged extensive losses in July, as the tech selloff led to what Goldman Sachs Group Inc. prime brokers said was the worst month for regional stockpickers on record.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundS&P 500 Closes Near Record H

Goldman Sachs (GS) Premium Income ETFs Are Beating JPMorgan On Yield And Returns
Simply Wall St.1d agobullish
Goldman Sachs (GS) Premium Income ETFs Are Beating JPMorgan On Yield And Returns

Goldman Sachs Group (NYSE:GS) premium income ETFs, GPIX and GPIQ, are currently outperforming JPMorgan’s JEPI and JEPQ across expense ratios, dividend yields, and total returns. The comparison highlights competitive advantages for Goldman Sachs products in the premium income ETF category. The performance gap has drawn attention to Goldman Sachs as a growing player in retail income-focused ETFs. Goldman Sachs Group has long been known for its institutional and advisory businesses, and its...

Bloomberg2d agoneutral
Oil Slips as Trump Holds Off Iran Attack, Says Talks to Resume

(Bloomberg) -- Oil fell after US President Donald Trump said he called off a planned attack on Iran and that new talks with the Islamic Republic would begin on Monday.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedAlibaba Adds to China AI Breakthroughs With New Qwen Model Stocks, Bonds Rise as US-Iran Hopes Spur Oil Drop: Markets WrapSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping AttackWest Texas Inter

Bloomberg2d agoneutral
Robinhood Private Company Fund to Back Y Combinator Startups

(Bloomberg) -- Robinhood Markets Inc. kicked off formal marketing of its second publicly traded closed-end fund, which will focus on investing in private companies that have participated in startup accelerator Y Combinator’s programs.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedAlibaba Adds to China AI Breakthroughs With New Qwen Model Saudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosStocks, Bonds Rise as US-Iran Hopes Spur Oil Drop: Markets WrapTrump Say

Bloomberg2d agobullish
Dip Buyers Need to Heed the Market’s Warning Signs

(Bloomberg) -- The momentum trade just gave investors a taste of the pronounced profit-and-loss swings they can expect if they fail to hedge or diversify, a warning that’s reinforced by growing inflation risks. Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping AttackSingapore's Gated Island for the Rich Is Marred by Decayed HomesAlibaba Adds to China AI Break

Bloomberg2d agoneutral
Europe Gas Buffer at Risk as Levels Hit 18-Year Seasonal Low

(Bloomberg) -- European gas-storage levels fell to their lowest for this time of year in almost two decades after the war in the Middle East drove up prices and stalled winter stockpiling, leaving governments with a growing dilemma as the heating season approaches.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping AttackSingapore's Gated Island for the Rich Is

Bloomberg2d agoneutral
Morgan Stanley’s Wilson Tips Earnings to Revive Momentum Trade

(Bloomberg) -- Momentum-style equity investing is poised to rebound from a sharp retreat as sectors with strong earnings replace chip stocks in leading the market’s gains, Morgan Stanley strategist Michael Wilson said.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesTrump Says Iran Talks to Begin Monday After Scrapping AttackCrushed by Kospi Rout,

Where Does Oil Go Next After the Hormuz Crisis?
Bloomberg2d agoneutralVIDEO
Where Does Oil Go Next After the Hormuz Crisis?

Samantha Dart, Co-Head of Global Commodities Research at Goldman Sachs, discusses how oil prices may develop if the conflict in the Strait of Hormuz continues to escalate, and warns that a supply glut may pose a challenge even if the supply interruptions are resolved.