Sharemaestro Newsreel

The Next Phase of Crypto Is Bigger Than You Think

Raoul welcomes Blue Macellari, head of digital assetts at T. Rowe Price, to explore why crypto has struggled despite improving fundamentals, and how AI, stablecoins, tokenization, and institutional adoption could reshape the financial system. They also discuss the risks around AI, crypto infrastructure, and …

Wealth managers cut fees to win AI’s paper millionaires

Wealth managers are cutting fees and hiring staff around Silicon Valley in a rush to win over workers at OpenAI and Anthropic before their initial public offerings mint a new class of millionaires. Morgan Stanley's wealth management division last quarter took in more than …

Inter & Co (INTR) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Global CEO - Joao Vitor Nazareth Teixeira de SouzaBrazil CEO - Alexandre De OliveiraCFO - Santiago StelIR Officer - Rafaela Vitória TAKEAWAYS Total Net Revenue -- BRL 2,637 …

MSCI (MSCI) Could Be 35% Overvalued As Finance Leadership Changes Raise Fresh Questions

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. MSCI (MSCI) drew fresh attention after announcing interim changes in its finance leadership, with Chief Financial Officer Andrew C. Wiechmann assuming principal accounting …

Rand Paul Inspects Fort Knox Gold, Says Dollar’s 97% Collapse Since 1913 Is Behind America’s 'Affordability' Crisis: 'The Real Point Is...'

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Sen. Rand Paul (R-Ky.) toured Fort Knox to inspect the gold reserves on Monday, voicing concerns over the diminishing purchasing power of the dollar. Paul, in a …

Northern Trust Expands Relationship with First Sentier Group to Support Singapore Unit Trust Offering

SINGAPORE, August 13, 2026--(BUSINESS WIRE)--Northern Trust (Nasdaq: NTRS) today announced that it has expanded its relationship with First Sentier Group, being appointed fund administrator for First Sentier Investors Global Growth Funds, a Singapore unit trust offering. Under the expanded mandate, Northern Trust will provide …

Caixa Seguridade Participacoes SA (BSP:CXSE3) (Q2 2026) Earnings Call Highlights: Record ROE of ...

This article first appeared on GuruFocus. Managerial Net Income: BRL1.14 billion in Q2 2026, up 9.5% year-over-year. Return on Equity (ROE): 70.9% at the end of June, the highest in company history, up 1.3 percentage points year-over-year. Operating Revenues: BRL1.5 billion in the quarter, …

Itausa Investimentos ITAU SA (BSP:ITSA3) (Q2 2026) Earnings Call Highlights: Record Recurring ...

This article first appeared on GuruFocus. Revenue: BRL9.6 billion, up 22% year-over-year. Recurring Net Income: BRL8.8 billion, up 12% year-over-year. ROE: 21.2% (reported), 19.3% (recurring). Net Debt: BRL1.2 billion at the end of the quarter. Net Assets: Approximately BRL94 billion. Portfolio Market Value: Approximately …

LECAP ASSET MANAGEMENT LTD's Berkshire Hathaway Inc(BRK.B) Holding History

Agentic AI Foundation Welcomes 57 New Members, Gaining Major Financial Services Players and APAC Leaders

Alibaba, Visa, and Wells Fargo join as Gold Members as demand for open agentic AI infrastructure accelerates globally Summary The Agentic AI Foundation (AAIF) grows to 247 member organizations with the addition of 57 new members over the past three months across Gold, Silver …

Hapvida (HAPV3) vê lucro desabar 95,8% no 2T26

MSCI Equity Indexes August 2026 Index Review

LONDON, August 12, 2026--(BUSINESS WIRE)--MSCI Inc. (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, announced the results of the August 2026 Index Review for the MSCI Equity Indexes. All changes will be implemented as of …

NVIDIA's Jensen Huang Says AI Isn’t Just Tech Anymore — It’s Infrastructure, and Wall Street Is Financing It

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. NVIDIA Corp. stock gained nearly 1% in Tuesday's premarket trading as investors weighed fresh efforts to finance large-scale AI infrastructure and GPU deployments. The world's most valuable …

Michael Burry Drops Stark Take on Nvidia Stock

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is taking aim at Nvidia's (NASDAQ:NVDA) $500 billion AI-infrastructure financing strategy, arguing that Wall Street is building a dangerously leveraged system around GPU demand that echoes risks seen before the 2008 financial crisis. The …

Wells Fargo Has Fresh Message for Microsoft Investors

This article first appeared on GuruFocus. Wells Fargo sees therapid improvement of open AI models as a potential tailwind for Microsoft (NASDAQ:MSFT) and ServiceNow (NYSE:NOW), arguing that cheaper intelligence could strengthen established software platforms rather than disrupt them. The key investor implication is that …

Moody’s Corporation Elects Keith Demmings to Board of Directors

NEW YORK, August 12, 2026--(BUSINESS WIRE)--Moody's Corporation (NYSE:MCO) today announced that Keith Demmings has been elected to the Company's Board of Directors, effective November 1, 2026. Mr. Demmings, 54, currently serves as President and Chief Executive Officer of Assurant, Inc., a publicly traded company …

U.S. Bancorp (USB) Has Investors Looking Closer, What Is Behind The Attention?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. U.S. Bancorp (USB) has been active in the bond market in recent weeks, completing and announcing several fixed income offerings with coupons between 5.25% and …

The Goldman Sachs Group (GS)’s $2.3 Billion ETF Bet: How Does It Compare With JPMorgan?

The Goldman Sachs Group, Inc. (NYSE:GS)–NEOS deal looks strategically important because it pushes Goldman further into a part of asset management that is growing quickly: actively managed ETFs, particularly products that use options to generate income and manage downside risk. Goldman is paying up …

Global gas turbine orders reach record as power demand surges, J.P. Morgan says

[Combined Cycle Power Plant. Steam Turbine Modern Clean Power generator building. Large electricity industry.] coffeekai/iStock via Getty Images Global gas turbine orders hit a record high [https://www.bloomberg.com/news/articles/2026-08-11/global-gas-turbine-orders-soar-to-record-quarter-jpmorgan-says] in Q2 as demand for power generation surges, with new orders climbing 29% Q/Q and 71% Y/Y …

CME Group (CME) Enters AI Compute Futures

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. CME Group (NasdaqGS:CME) is partnering with Silicon Data to launch Compute futures that allow businesses and investors to manage exposure to AI compute costs. …

Deutsche Bank upgrades Hilton to buy as expectations reset

Investing.com -- Hilton Worldwide shares have come under pressure over the past month, but Deutsche Bank said investor expectations have now largely reset, creating a more attractive entry point as hotel demand remains resilient and the company's valuation has become more reasonable. The bank …

Grubhub’s $24M FTC settlement is finally reaching diners and drivers

Well over half a million Grubhub drivers and customers are set to receive a share of $23.8 million following allegations that the food delivery company misled workers about their potential earnings and engaged in other deceptive practices. The Federal Trade Commission (FTC) announced on …

PayPal's Venmo: Can Monetization Sustain Its Mid-Teens Growth?

PayPal Holdings, Inc.'s PYPL Venmo is becoming a bigger part of the company's growth story as it pushes beyond peer-to-peer payments. In the second quarter of 2026, Venmo's total payment volume (TPV) rose 14% year over year, marking a seventh straight quarter of double-digit …

Can Bank Of America’s (BAC) $250B Bet Pay Off?

Bank of America (NYSE:BAC) said on August 12 that it will deploy $250 billion by July 2027 to finance US digital and infrastructure projects, from data centers to power grids to natural gas pipelines. The bank calls it the Critical Infrastructure Finance Initiative, arriving …

Cboe Global Stock Falls 22% in 3 Months: Time to Buy the Dip?

Shares of Cboe Global Markets CBOE have lost 22% in the past three months, underperforming the industry, the sector as well as the Zacks S&P 500 composite. Cboe Global Markets is one of the largest stock exchange operators by volume in the United States …

Bank of America sends blunt message to Nvidia stock investors

Every few quarters, the debate around Nvidia moves. For a while, it was about whether AI demand was real. Then it was about whether margins could hold. Now, heading into its August 26 earnings report, the question is whether the next product cycle can …

Why Delta and United’s Loyalty Programs Could Be Worth $30 Billion

Air Canada sold the 25% Aeroplan program stake to Blackstone and some leading Canadian institutional investors, valuing the program at more than $7 billion U.S. dollars ($10 billion Canadian dollars), according to a news release Tuesday. Based on the valuation of the Aeroplan stake, …

Why Cognex (CGNX) Shares Are Sliding Today

Why Cognex (CGNX) Shares Are Sliding Today What Happened? Shares of machine vision technology company Cognex (NASDAQ:CGNX) fell 4% in the afternoon session after HSBC downgraded the stock to "Hold" from "Buy" and slashed its price target. The bank adjusted its price target on …

NVIDIA Stock Jumps 2.5% Today as $500 Billion AI Funding Opens

This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the chip giant powering the AI boom, jumped approximately 2.5% in Wednesday morning trading after unveiling an ambitious plan that could throw even more fuel on the AI infrastructure race. NVIDIA is teaming up with Apollo …

Nvidia's $500 Billion AI Gamble Raises the Stakes for NVDA Stock

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is expanding its role in the artificial intelligence industry by helping finance the infrastructure needed to support growing demand, with a $500 billion financing initiative involving major financial firms. The arrangement includes Goldman Sachs (NYSE:GS), BlackRock …

Berkshire Hathaway Stock Drops as Buyback Rally Loses Steam

This article first appeared on GuruFocus. Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B), the giant built across insurance, railroads, energy and manufacturing, dropped approximately 1.4% Wednesday morning. But don't let the red screen tell the whole story. Berkshire had just raced to its highest level since Greg …

Bank of America Stock Rises on $250 Billion AI Push

This article first appeared on GuruFocus. Bank of America (NYSE:BAC), one of America's biggest banks, launched a monster $250 billion U.S. infrastructure-financing initiative Wednesday as the stock climbed roughly 0.7% by late morning. The number grabs attention. But this is not Bank of America …

Goldman Sachs Stock Rises After $2.25 Billion ETF Deal

This article first appeared on GuruFocus. Goldman Sachs (NYSE:GS), the Wall Street heavyweight spanning investment banking and asset management, agreed Wednesday to buy NEOS Investments for as much as $2.25 billion. Goldman shares rose approximately 0.7% by late morning, but the bigger story is …

Allstate (ALL) Could Be 3% Above Fair Value Following Strong Q2 Results

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Allstate (ALL) drew fresh attention on August 5, 2026, after reporting second quarter and first half 2026 results that showed higher revenue, net …

JPMorgan Stock Rises 0.7% as Bank Calls for S&P 8,000

This article first appeared on GuruFocus. JPMorgan Chase (NYSE:JPM), America's largest bank by assets, rose approximately 0.7% Wednesday morning as its strategy team turned even more bullish on stocks. The bank now sees the S&P 500 (SPY) ending 2026 at 8,000, up from its …

Lilly Targets Black-Market Retatrutide Sellers

This article first appeared on GuruFocus. Eli Lilly and Co. (LLY, Financials), the pharmaceutical company behind Zepbound and Foundayo, is stepping up its fight against unauthorized sellers of its experimental obesity drug retatrutide. Warning! GuruFocus has detected 8 Warning Sign with JPM. Is LLY …