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Intercontinental Exchange’s (ICE) Moat Is Built to Outlast Market Jitters
Insider Monkey23d agoneutral
Intercontinental Exchange’s (ICE) Moat Is Built to Outlast Market Jitters

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter’s Iran shock faded and […]

Bloomberg23d agoneutral
SpaceX’s $101 Billion Unlock Heaps Pressure on Battered Shares

(Bloomberg) -- Investors hanging onto SpaceX shares after a plunge below their IPO price are bracing for the next potential hit, when $101 billion worth of stock becomes available for trading on Thursday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealSpaceX’s AI Splurge Puts Damper on Debut Earnings After IPOChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €7

Bloomberg23d agoneutral
Some 64% of Young Men Day Trading Stocks Feel Like Failures

(Bloomberg) -- Surging retail trading isn’t just transforming markets; it’s also highly correlated with demoralization in young men, according to a new study.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealSpaceX’s AI Splurge Puts Damper on Debut Earnings After IPOChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevOne-quarter of men

Fed’s Kashkari: It’s Time to ‘Start Slowly Moving’ Rates Higher
The Wall Street Journal23d agoneutral
Fed’s Kashkari: It’s Time to ‘Start Slowly Moving’ Rates Higher

Minneapolis Federal Reserve President Neel Kashkari said he believes it is time to “start slowly moving” interest rates higher to help bring down inflation to the Fed’s 2% target. During an interview on CNBC, the central bank official said he isn’t calling for a dramatic increase in rates, adding: “I don’t see evidence monetary policy is marginally restrictive right now, and I think we have more work to do to get inflation back down.

Treasury Yields Mixed as Investors Look Ahead to Friday's Jobs Data
Barrons.com23d agoneutral
Treasury Yields Mixed as Investors Look Ahead to Friday's Jobs Data

Treasury yields are mixed as oil prices edge up. Mideast mediators are working on a temporary fix for the Strait of Hormuz, with the U.S. indicating a deal might be near. ADP says private employers added 44,000 jobs in July versus the WSJ consensus of 75,000.

Is AT&T (T) Cheap On SpaceX Mobile Competition Fears?
Simply Wall St.23d agoneutral
Is AT&T (T) Cheap On SpaceX Mobile Competition Fears?

AT&T (T) is back in focus after SpaceX outlined plans for a full mobile service that would combine Starlink satellites with ground infrastructure, sharpening competitive questions around long term wireless customer retention. See our latest analysis for AT&T. The AT&T share price has been choppy around competitive headlines, with a 1-day share price return that declined 0.89% and a 7-day move down 5.19%. However, the 30-day share price return of 13.61% still points to recent momentum, while...

Simon Property Group (SPG) Stock Fair Value Edges Higher After Analyst Target Increases
Simply Wall St.23d agoneutral
Simon Property Group (SPG) Stock Fair Value Edges Higher After Analyst Target Increases

The latest update for Simon Property Group shows a modest lift in fair value estimates, with the internal price target moving from US$224.42 to US$227.95. That shift aligns with recent Street research, where price targets are clustering higher as analysts refine funds from operations and net operating income assumptions, even while views on risk and entry points remain split. Read on to see how these changing targets, and the research behind them, can help you track the evolving analyst story...

Freshworks (FRSH) Appoints Ryan Manning To Unify Product And Technology
Simply Wall St.23d agoneutral
Freshworks (FRSH) Appoints Ryan Manning To Unify Product And Technology

Freshworks has appointed Ryan Manning as Chief Product and Technology Officer, taking charge of both product and technology strategy. The move is aimed at sharpening the company’s focus on mid market and enterprise customers. Manning brings previous leadership experience from ServiceNow and BMC Helix. Freshworks, traded as NasdaqGS:FRSH, is drawing fresh attention with this leadership change at a time when the stock trades around $12.04. The shares are up 7.7% over the past week and 16.4%...

Ciena (CIEN) Is Up 17.3% After Quantum-Safe 1.6 Tb/s Networking Trial Success – Has The Bull Case Changed?
Simply Wall St.23d agoneutral
Ciena (CIEN) Is Up 17.3% After Quantum-Safe 1.6 Tb/s Networking Trial Success – Has The Bull Case Changed?

In early August 2026, Quantum Corridor Inc. reported a successful trial of high-speed quantum-safe networking on its live Midwest commercial network, using Ciena’s WaveLogic 6 Extreme 1.6 Tb/s quantum-safe encryption and Toshiba’s quantum key distribution technology alongside existing WaveLogic 5 Extreme 800G traffic. The trial highlights how Ciena’s hybrid approach combining post-quantum cryptography with quantum key distribution can help operators secure current high-capacity networks...

Why Fastly (FSLY) Is Up 20.0% After Joining Experian’s Agent Trust AI Security Ecosystem
Simply Wall St.23d agoneutral
Why Fastly (FSLY) Is Up 20.0% After Joining Experian’s Agent Trust AI Security Ecosystem

In July 2026, Experian announced that Fastly had joined its Agent Trust ecosystem, integrating Fastly’s programmable edge platform to help enterprises verify AI agents, authorize transactions, and apply identity-based policies in real time before traffic reaches core infrastructure. This collaboration positions Fastly’s edge network as a key enabler of trusted AI commerce, extending Experian’s identity and fraud-prevention framework to the network edge where automated transactions can be...

Euroapi (ENXTPA:EAPI) Stock Sees Fair Value Cut As JPMorgan Rebased Expectations
Simply Wall St.23d agoneutral
Euroapi (ENXTPA:EAPI) Stock Sees Fair Value Cut As JPMorgan Rebased Expectations

Euroapi is back in focus after analysts cut the official price target from €2.90 to €1.70, with fair value in the reference model shifting from €1.48 to €1.20. Recent commentary, including the latest move from JPMorgan to a €1.70 target, shows how the market is resetting its view of Euroapi to match updated expectations. Read on to see what this may indicate for you and how to track the next steps in the Euroapi story. Analyst Price Targets don't always capture the full story. Head over to...