Two Penguins Investment
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Financial Intelligence
Recent perspective
Recent financial reporting selected by recency, stored importance, and source diversity.
The lead
Nasdaq Marketstechnologyearnings
Broadcom reported third-quarter results that sailed past Wall Street's expectations, with AI revenue soaring 221% and profits tripling. Despite this, the stock remained flat.
Continue at Nasdaq Markets02
Channel NewsAsia Businesscompaniescorporate event
Chinese AI firm Moonshot has confidentially filed for a Hong Kong IPO, according to sources. The move could provide capital for the company's AI development.
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CNBC Top Newscentral bankspolicy decision
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CoinDeskmarketsmarket event
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Semiconductor Engineeringtechnologyinvestment opinion
Live chronology
Page 48 · Newest reporting first
Nasdaq Marketsmarketsmarket event
European stocks were subdued near a one-month low on Wednesday. Concerns over rising oil prices and bond yields weighed on sentiment.
Channel NewsAsia Businessmarketsmarket event
Stocks rose after recent declines, while the Japanese yen jumped against the US dollar. This indicates a shift in market sentiment and currency movements.
Channel NewsAsia Businessmarketsmarket event
Stocks fell and bond yields rose as the U.S. and Iran exchanged attacks. The escalation heightened risk aversion and deepened the bond rout.
Channel NewsAsia Businessmarketsmarket event
Stocks fell and the bond rout deepened as the US and Iran traded attacks. The escalation heightened geopolitical risk and pressured risk assets.
Nasdaq Marketsmarketsinvestment opinion
Stretched AI valuations, heavy concentration, leverage, and circular financing are identified as real risks in September. The article discusses whether AI stock investors should be worried.
Nasdaq Marketscompaniesinvestment opinion
Argenx's top and bottom lines are growing robustly, with 18 consecutive quarters of sales growth. The article questions whether the biotech stock remains underrated.
Nasdaq Marketsmarketsinvestment opinion
In the last 15 years, the S&P 500 has fallen by an average of 1.3% in September, making it the worst month for the U.S. stock market. Historical patterns suggest potential market behavior.
Channel NewsAsia Businessotherinvestment opinion
US tech firms may crowd out other issuers in the euro bond market, potentially raising credit risk. The trend could affect pricing and access for other borrowers.
BBC Businessmacroinvestment opinion
Economist Kenneth Rogoff argues that the era of dollar dominance may be ending.
Nasdaq Marketscompaniesinvestment opinion
Billionaire investor Stanley Druckenmiller has not bought Nvidia, but he opened a position in a competitor that has surged over 100% this year. This reflects his investment strategy and views on the AI chip market.