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Investing.com138d agoneutral
Fed hikes on the radar: Are EMs prepared?

Investing.com -- Institutional investors are growing increasingly concerned about upside inflation risks in the United States while pulling back from downside growth fears.

Amazon Lawsuit On Tariff Refunds And What It May Mean For Valuation
Simply Wall St.139d agobearish
Amazon Lawsuit On Tariff Refunds And What It May Mean For Valuation

Amazon.com (NasdaqGS:AMZN) is facing a proposed class-action lawsuit alleging it retained and failed to refund tariff-related charges after certain U.S. tariffs were invalidated by the Supreme Court. Plaintiffs claim Amazon collected unlawful tariff costs from consumers and did not pursue or return potential refunds once the tariffs were ruled unlawful. The case raises questions around consumer protection, pricing practices, and how large platforms handle regulatory changes affecting...

Ben Carlson Says Skip the Luxury Car and House Hunt Smart. That’s Real Inflation Protection.
24/7 Wall St.139d agoneutral
Ben Carlson Says Skip the Luxury Car and House Hunt Smart. That’s Real Inflation Protection.

Ben Carlson, portfolio manager at Ritholtz Wealth Management and the voice behind A Wealth of Common Sense, dropped a line on Morningstar’s The Long View podcast that I keep coming back to. Co-host Jeff Ptak summarized Carlson’s thinking as “it’s not the latte, it’s the Lexus,” and Carlson agreed, adding “and it’s the house too.” ... Ben Carlson Says Skip the Luxury Car and House Hunt Smart. That’s Real Inflation Protection.

FTC Probe Tests Arm Holdings Rally And Rich Valuation Premium
Simply Wall St.139d agoneutral
FTC Probe Tests Arm Holdings Rally And Rich Valuation Premium

The U.S. Federal Trade Commission has opened a formal antitrust investigation into Arm Holdings' licensing practices for its semiconductor technology. The probe focuses on how Arm structures and prices access to its chip designs for customers across the global electronics industry. The investigation introduces fresh regulatory risk around Arm's core licensing model at a time when scrutiny of large technology suppliers is increasing worldwide. For investors following Arm Holdings...

Costco just got its dream economy
TheStreet139d agoneutral
Costco just got its dream economy

Americans are feeling increasingly uneasy about the economy. Consumer sentiment has been alarmingly weak, according to recent University of Michigan sentiment readings. At the same time, inflation has soared since the Iran war broke out. In April, the Consumer Price Index rose 3.8% on a ...

Why The Story Around United States Antimony (UAMY) Is Shifting After New Project Updates
Simply Wall St.139d agoneutral
Why The Story Around United States Antimony (UAMY) Is Shifting After New Project Updates

Analysts covering United States Antimony have adjusted their price targets, with one bullish research note moving from US$9 to US$11, while the modelled fair value remains at US$12.67 per share. That shift is tied closely to optimism around the planned hydrometallurgical facility at the Galena Complex, potential federal funding, and progress across the wider project pipeline. As you read on, you will see what is driving these views and how to track the evolving narrative around the...

McDonald's Faces Low Income Strain As Stock Pullback Raises Valuation Questions
Simply Wall St.139d agoneutral
McDonald's Faces Low Income Strain As Stock Pullback Raises Valuation Questions

McDonald's CEO has highlighted growing pressure on low income consumers as inflation and rising gas prices squeeze household budgets. The company sees signs that these customers are rethinking discretionary spending, including visits to McDonald's, which could affect its value focused offerings. Investors in NYSE:MCD are watching how these consumer trends could influence demand patterns and pricing decisions. For investors tracking NYSE:MCD, the comments land at a time when the stock has...

Buy Nvidia Under $250 on Trump’s China Visit and Warsh’s Dovish AI Signals
24/7 Wall St.139d agobullish
Buy Nvidia Under $250 on Trump’s China Visit and Warsh’s Dovish AI Signals

NVIDIA (NASDAQ:NVDA) at $235.74 screens attractively under $250. President Trump’s China visit and growing signals that potential Fed Chair candidate Kevin Warsh will take a dovish stance toward AI investment reframe the two biggest overhangs on this stock: export controls and rate policy. Nvidia sits at the center of the AI buildout. Data Center revenue ... Buy Nvidia Under $250 on Trump’s China Visit and Warsh’s Dovish AI Signals

Gold Or Oil? This ETF Decides For You When Inflation Strikes
24/7 Wall St.139d agoneutral
Gold Or Oil? This ETF Decides For You When Inflation Strikes

Energy prices in the United States just did something violent. The PCE energy index jumped 11.56% month-over-month in March 2026, which pushed headline inflation back up to 3.5% year-over-year after a year of relative calm. West Texas Intermediate ripped from around $60 a barrel in January to over $100 today. If you have spent the ... Gold Or Oil? This ETF Decides For You When Inflation Strikes

The Bull Case For Deere (DE) Could Change Following Q2 Earnings Amid Precision Ag Profit Squeeze
Simply Wall St.139d agoneutral
The Bull Case For Deere (DE) Could Change Following Q2 Earnings Amid Precision Ag Profit Squeeze

In the past week, Deere & Company has drawn heightened attention as investors brace for its 21 May Q2 earnings release, with many expecting year-over-year earnings declines despite higher revenues amid pressure on its Production & Precision Agriculture segment from weak farm economics and tariff-related cost headwinds. At the same time, Deere’s growing focus on precision agriculture and automation remains in view, creating a tension between near-term profit concerns and longer-term...

Bloom Energy (BE) Is Up 5.7% After Oracle AI Deal And Revenue Outlook Boost - What's Changed
Simply Wall St.139d agoneutral
Bloom Energy (BE) Is Up 5.7% After Oracle AI Deal And Revenue Outlook Boost - What's Changed

In early 2026, Bloom Energy reported a very strong first quarter with revenue more than doubling year over year, raised its 2026 revenue outlook to US$3.40–US$3.80 billion, and expanded its Oracle agreement to supply up to 2.8 gigawatts of fuel cell capacity for AI data centers, while also awarding Federal Pacific a record switchgear contract for a large AI data center project. These developments highlight how Bloom’s solid oxide fuel cells are becoming deeply embedded in the power...