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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