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30,452 signal articles · 144 in last 24h · 154,112 total before filter · latest 18m ago
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Investing.com10h agobearish
Moody’s cuts Baidu outlook to negative as AI capital costs weigh on margins

Investing.com -- Moody's Ratings has affirmed Baidu Inc (NASDAQ:BIDU) A3 issuer and senior unsecured ratings, but revised its rating outlook to negative from stable as heavy artificial intelligence capital expenditures weigh on cash flow and leverage. The outlook adjustment reflects the Chinese tech giant's subdued top-line expansion, narrowing profit margins, and execution risks tied to monetizing AI services while simultaneously stabilizing its core search advertising business amid fierce dome

Bloomberg70d agobearish
Oracle Risks Falling Behind in AI Race as Spending Binge Bites

(Bloomberg) -- Oracle Corp.’s ambitions to dominate the artificial intelligence buildout are running into a key hurdle: funding a spending spree without further damaging its credit standing.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popula

What Moody's (MCO)'s Broad Russell Value Index Inclusion Means For Shareholders
Simply Wall St.78d agobearish
What Moody's (MCO)'s Broad Russell Value Index Inclusion Means For Shareholders

In late June 2026, Moody's Corporation (NYSE:MCO) was added to multiple Russell value-oriented benchmarks, including the Russell 3000 Value, Russell 1000 Value, Russell 1000 Value-Defensive, Russell Top 200 Value, and Russell 3000E Value indices following the annual reconstitution. This broad inclusion across major Russell value indices may reshape how large institutional investors and index-tracking funds view Moody's role in value-focused portfolios. Next, we'll examine how Moody's broad...

Franklin Resources, Paymentus, and Moody's Shares Are Falling, What You Need To Know
StockStory78d agobearish
Franklin Resources, Paymentus, and Moody's Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after President Trump declared the Iran ceasefire "over" and vowed fresh strikes, triggering a broad risk-off move. Diversified financials (asset managers, exchanges, brokerages, and consumer-lending firms) are geared to market levels, transaction activity, and credit conditions, all of which sour when volatility spikes.

Moody's (MCO) Could Be 6% Overvalued After Russell Value Index Addition
Simply Wall St.78d agobearish
Moody's (MCO) Could Be 6% Overvalued After Russell Value Index Addition

Moody's (MCO) has just been added to several Russell value oriented indices, including the Russell 1000 Value Defensive Index. This inclusion puts the stock on the radar of investors tracking quantitative and benchmark driven portfolios. See our latest analysis for Moody's. Moody's share price has moved higher in recent weeks, with a 7 day share price return of 10.50% and a 30 day return of 10.89%. The 3 year total shareholder return of 51.19% points to stronger gains over a longer...

Ecopetrol (EC) Downgraded at Moody’s, Outlook Revised to Negative
Insider Monkey138d agobearish
Ecopetrol (EC) Downgraded at Moody’s, Outlook Revised to Negative

Ecopetrol S.A. (NYSE:EC) is included among the 10 Best Energy Stocks to Buy Under $20 According to Billionaires. With a workforce of over 18,000, Ecopetrol S.A. (NYSE:EC) is among the largest companies in Colombia and one of the leading integrated energy groups on the American continent. On May 6, the credit rating agency Moody’s downgraded […]

Warren Buffett Will Never Sell These 4 Favorite ‘Forever’ Dividend Giants
24/7 Wall St.148d agobearish
Warren Buffett Will Never Sell These 4 Favorite ‘Forever’ Dividend Giants

Warren Buffett stepped down as CEO of Berkshire Hathaway on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a very concentrated portfolio: almost 65% of Berkshire’s $381 billion portfolio is invested in ... Warren Buffett Will Never Sell These 4 Favorite ‘Forever’ Dividend Giants