A costly infrastructure build may unlock another growth engine

Market participants are warning that a lack of predictability when it comes to the US Treasury's debt management strategy could ultimately portend higher borrowing costs. Guneet Dhingra, Head of US Rates Strategy at BNP Paribas, discusses this, and examines current parallels with the 2023 bond selloff.

BNP Flags Major AI Compute Opportunity for Meta, Keeps $855 Target

Longer-maturity bonds are at the epicenter of investor angst about everything from inflation to the debt-laden artificial-intelligence boom — and governments are paying the price.

China’s economy got off to a sluggish start in the second half, reviving pressure on policymakers to support growth as industrial output, consumption and investment all fared worse than forecast.

The latest update for Optimum Communications focuses on a reduced fair value estimate, shifting from US$1.19 to US$1.06. This adjustment brings model pricing closer to where the stock has been trading. Analysts are split, with some moving to Neutral while others have set a Sell rating with a price target of US$0.50, so the new fair value sits between these views. As you read on, you will see how this evolving narrative may shape your own assessment of Optimum Communications over time. Analyst...

The AI leadership battle just changed direction again

Boeing Co.’s efforts to turn around its business are getting a loud cheer from Wall Street, as analysts this week turned the most bullish on the company in nearly four years.

As a flood of debt sales by US tech companies ripples through the credit market, it seems to be triggering an inadvertent rise in risk metrics for some of the world’s safest firms.

The latest U.S. tariffs on imported solar panels could give First Solar, Inc. (NASDAQ:FSLR) a meaningful competitive advantage, according to UBS and BNP Paribas. The new tariffs include a minimum import price of $0.38 a watt and a 15% duty on covered polysilicon imports, increasing the cost burden for competitors relying on imported panels. However, […]

Owner Kontoor executives called the company’s Helly Hansen outdoor brand its “growth engine,” but some analysts aren’t so sure.

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Find insight on BNP Paribas, Plus500, St. James’s Place and more in the latest Market Talks covering financial services.

(Bloomberg) -- Food company executives intervened in recent weeks to persuade the Trump administration not to release a proposed definition of ultra-processed food, according to people familiar with the discussions.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Wobble on Hormuz Standoff as Nvidia Sinks: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Trump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaGameS

Price target conversations around Rolls-Royce Holdings have shifted, with bullish analysts now talking about levels such as 1,500 GBp, 1,705 GBp and 1,800 GBp as they reassess what the stock might support if current trends hold. Recent research from several large banks frames these higher targets as a response to reassessment of execution, earnings power and the balance of upside and risk. As you read on, you will see how to track these evolving targets and what they might mean for your own...

The project includes a 150MW/750MWh battery energy storage system capable of storing energy for five hours.

The project includes a 150MW/750MWh battery energy storage system capable of storing energy for five hours.

Nextech3D.AI (CSE:NTAR, OTCQX:NEXCF, FRA:1SS) CEO Evan Gappelberg tells Proactive's Stephen Gunnion the company has reported $874,000 in new customer contract value and 160 new customer contracts, with software gross margins of 92%. He describes these as proof points of a new phase of growth for the AI-powered event technology business. Gappelberg says average contract value is up 77% and that the company is increasingly signing three-year deals rather than one-year deals, providing greater revenue visibility. Enterprise customers including Microsoft, Meta, Google, Deloitte, and BNP Paribas are among those buying from the company's three platforms: Eventdex, MapD, and KraftyLabs. On KraftyLabs, Gappelberg says it is the most underappreciated platform Nextech currently owns, and that the company is building it into an AI-first corporate culture platform with an AI avatar layer set to launch in the coming weeks. Gappelberg also reveals that Nextech is imminently close to signing what he calls the biggest deal in the company's history, describing it as a multimillion-dollar contract he expects to close in August. He says this deal, combined with 92% gross margins, will significantly accelerate the path to profitability and cash flow. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #Nextech3Dai #NexTech #AItechnology #eventstech #SaaS #softwaremargins #enterprisesoftware #smallcap #growthinvesting #techinvesting

BNP Paribas Wealth Management just handed clients a gold target that would stun most investors, and the bank says two converging forces make it more realistic than it sounds.

The approval arrived seven years late. The cash it unlocks could start arriving much sooner.