See the full story in the original article.
Read the original on gx94radio.com ↗
Keywords
Open a keyword to see other news on the same topic.
Related news
- UK company profit warnings surge as Iran war drives up costs
Profit warnings from London-listed companies rose to 65 over the summer, up from 59 in the second quarter and the most since the fourth quarter of 2024, when 71 were issued, according to EY. Over half of firms blamed geopolitical uncertainty, with 38% citing the Middle East conflict, while others pointed to cancelled or delayed contracts and weaker consumer confidence. Construction and household goods had the most warnings at 8, including 6 from housebuilders, taking the housebuilders' year-to-date total to 14, above the 10 issued at the peak of the 2008 financial crisis. EY said this is not a conventional economic cycle, and housebuilders face cost and interest rate pressure while details of the government's first-time buyer support remain unconfirmed.
- UK profit warnings hit two - year high as Iran conflict drives up energy costs
Profit warnings from London-listed businesses rose to their highest level in nearly two years over the summer, with 65 issued compared with 59 in the second quarter, according to EY. More than half of companies blamed geopolitical uncertainty, with 38 per cent citing the continuing Middle East conflict, while others pointed to cancelled or delayed contracts and weaker consumer confidence. Housebuilders issued six warnings in the period, bringing the year-to-date total to 14, more than the 10 issued at the height of the 2008 financial crisis. EY said cost and interest rate pressures are weighing heavily on housebuilding, and that boards acting early will retain more options as policy changes and external shocks become more frequent.
- Anti-AI Trade Drives Buyers Into Bonds: Market Analysis
Market presenters on Bloomberg's Opening Trade said US and Asian tech futures rebounded after last week's sharp sell-off, while European futures fell amid protests in France and Russia-Ukraine tensions. Treasuries acted as a haven, while riskier bonds issued by AI companies widened from the rest of the market. India performed well because it has little AI exposure, and investors will watch Meta's guidance on AI spending. French debt sold off, with long-end yields up about four basis points, and the euro came under pressure.
- Global economy continues to grow despite Iran war | Peak Oil News and Message Boards
According to BOFIT, the global economy has kept growing faster than forecasters expected despite the Iran war and energy supply disruptions, as countries used alternative oil routes and drew down national inventories. AI investment, especially in the US and in chip-exporting East Asian economies such as Taiwan, South Korea and China, has also supported growth. The IMF this week slightly raised its global growth forecast to 3.1 percent, and the IMF, OECD and ADB all expect China to grow around 4.5 percent this year. Russia's outlook has been revised down, with BOFIT forecasting about 1 percent this year and half a percent next year. Most risks are on the downside, particularly if the Middle East crisis depletes energy inventories or demand for AI computing capacity fades.
- US Stock Market : What to led to S & P 500 , Nasdaq , Dow Jones , Russell 2000 rebound after historic low despite fall of Nvidia stocks , TSMC shares ?
- Gold Prices Rebound as Dollar and Treasury Yields Ease Despite Higher US Inflation
Gold prices rose on Thursday as a weaker US dollar and lower Treasury yields offset a hotter-than-expected US inflation reading that raised expectations of further Federal Reserve rate hikes. Spot gold climbed 1.2% to $4,152.51 an ounce, while US gold futures gained 1.6% to $4,173.75. After Wednesday's consumer price report initially lifted yields and the dollar, both retreated as investors reassessed monetary policy and sought safer assets amid a sell-off in AI-related stocks. The US Dollar Index fell 0.5% to 102.01. Analysts at Vital Knowledge said markets were pricing in about 30 basis points of further Fed rate increases over the rest of 2026, compared with around 25 basis points previously.
Related markets
Latest news
- Crypto Long & Short: Why real-world assets need fixed-rate loans onchain
Peter Gaffney of O2O Capital Partners argues that fixed-rate, fixed-term lending is the missing piece for real-world assets (RWAs) to scale in DeFi, since borrow rates on variable-rate pools move with utilization. Illustratively, Aave's USDC borrow rate can climb from 4% to 14% as utilization goes from 92% to 100%, while JAAA yields 4.5%–5% and the one-year average USDC borrow rate is 4.56%, leaving only 50 basis points of spread. The April 2026 KelpDAO rsETH exploit pinned Aave's USDC pool at 100% utilization, forcing borrowers to pay 14% for five days. Morpho has opened fixed-rate markets, which Coinbase used to launch fixed-rate crypto-backed loans in September 2026, while Kamino offers 5.3% fixed-rate loans against Figure's auto loan portfolio. The piece also notes that a 5% shift in Sky and Ethena reserves could create $1.8 billion of demand for RWAs.
- Here's where one strategist is putting new money in the AI trade
Futurum CEO Daniel Newman and SlateStone Wealth's Kenny Polcari discuss where to put new money in the AI trade. Newman still favors infrastructure, semiconductors, equipment and foundry companies such as ASML and TSMC, which he sees as solid even without the parabolic moves of some constraint-based names. He expects Nvidia to generate about a trillion dollars in profit over the next six to eight quarters, with benefits then flowing to Dell, HPE and software firms before reaching the broader economy. Healthcare and financial services benefit only indirectly, and investors will feel more comfortable once AI makes those companies more profitable. Newman also cites SpaceX, noting Elon Musk's view that a return on billions of dollars of investment within six months is not impossible, and that this is already showing in the company's numbers.
- Sego Resources Drilling Underway
Sego Resources Inc. (TSXV: SGZ) has started diamond drilling at its Miner Mountain Project near Princeton, British Columbia, an alkalic porphyry copper-gold project targeting near-surface disseminated gold and deeper copper-gold porphyry IP targets. A total of 2,000 m of drilling is planned under the fall-winter exploration program. The company applies a quality assurance and quality control protocol, inserting certified reference materials, duplicates and blanks into the sample stream and sending check assays to another laboratory. The 100%-owned property covers 2,056 hectares, about 15 km north of the Copper Mountain Mine operated by Hudbay Minerals, and Sego has a Memorandum of Understanding with the Upper Similkameen Indian Band.
- 3 Value Stocks We Steer Clear Of
StockStory highlights three value stocks it considers to face an uphill battle. Asana (ASAN) trades at $10.63 per share, or 2.6x forward price-to-sales, with ARR growth averaging 9.5% over the last year and a net revenue retention rate of 96.5%. General Motors (GM) trades at a 5.8x forward P/E at $77.20 per share, with revenue rising an average of 1.2% a year over the last two years and a gross margin of 11.5%. F.N.B. Corporation (FNB), at 0.9x forward price-to-book, is a diversified financial services holding company serving consumers and businesses across seven states and Washington, D.C.
- Why Did SpaceX Stock Soar Today?
SpaceX (SPCX) reported quarterly results for only the second time as a public company, with total revenue of $14.6 billion, up 161% year over year and nearly $2 billion above analyst expectations. The standout was its AI business, now called SI for superintelligence, which accounted for more than half of revenue in the latest quarter and generated about $430 million in net income after being unprofitable in the second quarter. Starlink subscriptions rose from 12 million to 13.6 million over the same period. SpaceX expects first-quarter 2027 revenue of $33 billion to $37 billion, versus $22.2 billion forecast by analysts. Shares were up 11.9% as of 10:10 a.m. ET, and the article suggests the recent $2.1 trillion valuation could look cheap if these trends continue.
- Elon Musk Says SpaceX Could Exit 2027 with Up to $1 Trillion in Sales Run Rate. That’s Higher Than Any Company on Earth.
On the October 20, 2026 third-quarter earnings call, Elon Musk projected that SpaceX's annual recurring revenue could reach between $500 billion and $1 trillion by the end of 2027. CFO Bret Johnson said the company remains on track for $100 billion in ARR by year-end, following third-quarter revenue of $14.6 billion, up 161%. Musk linked the forecast to AI compute, which stood at 1.7 gigawatts at the end of Q3, and said he would be surprised if less than 13 GW were added by the end of next year, while acknowledging that not everything may go right. The superintelligence segment produced $7.6 billion in revenue and $5 billion in adjusted EBITDA. The formal guidance is Q1 2027 revenue of $33 billion to $37 billion.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.