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Retail Investors Just Got a Lot More Bullish on the Market, Schwab Says
Barrons.com15d agoneutral
Retail Investors Just Got a Lot More Bullish on the Market, Schwab Says

Investors are expressing positive vibes about U.S. equities, despite ongoing concerns that the market is overvalued. The report shows that 47% of retail clients are bullish on the U.S. stock market. A separate report from The CFP Board also suggests that clients are more optimistic about their financial outlook this summer than they were three months ago.

Bank of New York expands crypto business with Galaxy
TheStreet15d agoneutral
Bank of New York expands crypto business with Galaxy

The Bank of New York Mellon Corporation (NYSE: BNY), the world's largest custodian bank, is expanding its digital asset business to let institutional clients earn rewards on the crypto they already hold with the bank, teaming up with Galaxy Digital to make it happen. BNY Mellon is a ...

Royal Caribbean vs. Norwegian Cruise Line: Pricing Power Divide Sparks Cruise Divergence
Insider Monkey15d agoneutral
Royal Caribbean vs. Norwegian Cruise Line: Pricing Power Divide Sparks Cruise Divergence

The second-quarter 2026 earnings season highlighted a sharp divide within the cruise sector, as high interest rates and persistent inflation continued to strain discretionary consumer spending. Although overall leisure travel demand remained stable, households facing compounding price hikes and higher transatlantic ticket rates became much pickier about their vacation spending. Navigating this backdrop properly is […]

Dan Niles Says Situational Awareness Takeout ‘Solved’ His AI ‘Speed Bump’ Worries — Bullish on Microsoft (MSFT)
Insider Monkey15d agoneutral
Dan Niles Says Situational Awareness Takeout ‘Solved’ His AI ‘Speed Bump’ Worries — Bullish on Microsoft (MSFT)

The dissolution of Leopold Aschenbrenner’s Situational Awareness hedge fund is proving to be a positive in hindsight for some Wall Street investors. Dan Niles, founder and portfolio manager at Niles Investment Management, said on a recent CNBC program that the fund’s exit removed a key overhang he had been tracking. He is now favoring infrastructure […]

Ashley leads race to Worship £75m City real estate deal
Sky News15d agoneutral
Ashley leads race to Worship £75m City real estate deal

The high street billionaire Mike Ashley is leading a race to acquire a collection of London buildings in what would represent a further expansion of his burgeoning property empire. Sky News understands that the businessman's Frasers Group has emerged as the frontrunner to buy the Worship Street Estate - a 195,000 square foot mixed-use space located where the City, Shoreditch and Tech City converge. A sale process initiated by the City of London Corporation was initiated earlier in the summer, with sources saying that Frasers was now the likeliest buyer.

Wall Street Is Bullish on SpaceX, Despite Recent Stock Weakness
The Wall Street Journal15d agoneutral
Wall Street Is Bullish on SpaceX, Despite Recent Stock Weakness

Wall Street has reached a broad consensus about SpaceX’s shares: investors should buy them. Among 25 analysts with a stock recommendation for the space-and-artificial intelligence company, 21 suggest purchasing the stock or have an “overweight” rating on it, according to a tally from FactSet. SpaceX’s stock has been trading under its IPO price of $135 over the last couple of weeks, weighed down in part by the expectation that insiders will start selling shares when lock-up periods preventing them from doing so expire.

MT Newswires15d agoneutral
Sector Update: Energy

Energy stocks were lower Tuesday afternoon, with the NYSE Energy Sector Index decreasing 0.7% and th