As surging inflation puts significant pressure on margins, Bernstein names stocks with pricing power that could outperform.
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These stocks could provide ‘downside protection’ as inflation soars, Bernstein says
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Europe markets set to open higher as investors assess Nvidia results
European stock markets are heading for a higher open Thursday, as investors assess an above-consensus quarterly earnings report from chipmaker Nvidia. The U.S.-listed firm, which makes products for tech giants including Microsoft, Google, Meta and Amazon, said sales growth this quarter will remain above 50% in a sign of the continued resilience of the artificial […]
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CNBC Daily Open: Nvidia’s investors may be barking up the wrong tree
A Nvidia logo is pictured on its facility at the High-tech park at Yokne’am, in northern Israel on July 9, 2025. Shir Torem | Reuters Market watchers might be perplexed by the seemingly contradictory moves of Nvidia’s shares in extended trading. The company beat expectations for its second-quarter results, and its forward revenue guidance also […]
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France’s latest budget crisis poses risk to defense investment pledges
The latest clash between French lawmakers over reducing the country’s hefty public deficit could see its defense spending pledges fall to the wayside, analysts say. That would come as a blow to the likes of Thales , Dassault Aviation , Safran and Leonardo -owned MBDA — domestic defense players that have rallied this year on […]
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