Bonds issued by defense contractors are being snapped up, as stocks fall on talk of spending cuts
Bond spreads have tightened in recent weeks as stocks have slumped on fears that “DOGE” will target the Pentagon. Source link
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Dell expected to provide lower guidance next week, but AI servers remain a big bright spot
Here’s why one analyst advises, “Don’t bet against Michael Dell.” Source link
20 stocks of companies expected to put up numbers to back investors’ new ‘growth mindset’
The co-chief investment officers at Neuberger Berman see a new dynamic in the stock market as investors move on from inflation worries. Source link
Anthony Scaramucci was a hot Wall Street manager last year thanks to crypto. Now he sees bitcoin hitting $200,000 — this year.
The manager says Trump’s meme coin and other cypto-related actions have “slowed down positive crypto regulation.” Source link
Medtronic credits heart-surgery-device growth as profit tops analyst estimates
Medtronic said it is “starting to see the results” of its investment in new products. Source link
Baidu profits slow in ‘transformation year’ but top estimates
Chinese internet giant Baidu said its core business saw declining profits in the fourth quarter as online marketing revenue growth slowed even as its AI cloud business grew. Source link