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Europe faces a ‘massive’ gas price shock from Iran war — and these three sectors will be hit hardest
As commodity prices spiked higher on Friday morning, a strategist warned that Europe was even more at risk of an energy shock than the U.S. Speaking with CNBC’s “Europe Early Edition”, Joachim Klement, head of strategy at Panmure Liberum, noted that Europe now sources most of its natural gas from Qatar, one of the world’s […]
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These U.S. natural gas exporters benefit from disruption to Qatar LNG supply in Iran war
U.S. natural gas exporters are poised to benefit from the big disruption in global supply caused by the escalating war in the Middle East. Qatar halted production of liquefied natural gas Monday after Iran struck two key facilities in retaliation for the massive U.S.-Israel airstrikes that killed the Islamic Republic’s head of state, Ayatollah Ali […]
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Stocks making the biggest moves midday: MongoDB, Pinterest, NRG Energy, Kontoor Brands & more
Check out the companies making headlines in midday trading. AeroVironment — The drone maker’s stock jumped 9% after AeroVironment said it is still in talks with the U.S. Space Force for the SCAR program contract. Negotiations had been paused in order to revise the terms to speed up delivery times. The company said it is […]
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What’s next for global markets as oil surges and stocks plunge on Middle East conflict
Assets from stocks to bonds sold off across the globe on Tuesday, as the intensifying conflict in the Middle East fueled risk-off sentiment. It came as the U.S.-Iran war entered its fourth day , marked by more missile and drone strikes across the region and a warning from U.S. President Donald Trump that the conflict […]
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Stocks making the biggest moves premarket: Target, Best Buy, On Holding, MongoDB & more
Check out the companies making headlines before the bell: Target — The big box retailer jumped more than 3% on better-than-expected earnings for the fourth quarter. Target earned an adjusted $2.44 per share, which topped the $2.16 per share analysts polled by LSEG were anticipating. Revenue of $30.45 billion came in just below consensus. Best […]
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Private equity enters its ‘Darwinian’ era as experts warn some funds face extinction
Falling returns, investment exit worries, longer holding periods and tougher fundraising conditions are hobbling the private equity industry, with experts warning that only the strongest will survive. According to a report by Bain & Co , private equity delivered low payouts to investors for a fourth consecutive year, weighed down by roughly 32,000 unsold companies […]
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Market watchers back Jensen Huang’s view that investors are ‘wrong’ on SaaSpocalypse
Nvidia ‘s Jensen Huang was right when he told CNBC investors “got it wrong” over AI fears that drove them to sell off software stocks, market watchers have said. Software stocks have been caught up in a sell-off that dragged the sector into bear market territory, amid fears AI could make software as a service […]
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Say hello to ‘Bye America!’: Three trades to navigate U.S. Big Tech disruption
A portfolio manager at Julius Baer has sketched out trades for investors looking to dial down their exposure to U.S. AI as investors cool on the sector. “There’s a lot of disruption in the U.S. at the moment,” Tom Watts told CNBC’s “Squawk Box Europe” Tuesday. “It comes in three stages how you can diversify […]
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Stocks making the biggest moves midday: IBM, AMD, Dillard’s, Novo Nordisk, Keysight Technologies & more
Check out the companies making headlines in midday trading: Dillard’s — Shares fell 7% after the department store posted weaker-than-expected revenue in the holiday quarter. Fourth-quarter revenue came in at $1.99 billion, while analysts polled by FactSet anticipated $2.03 billion. Dillard’s cited winter storms as a driver behind its sales results, which it says hurt […]
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Stocks making the biggest moves premarket: AMD, Home Depot, Hims & Hers Health, Diamondback Energy and more
Check out the companies making headlines before the bell: Advanced Micro Devices — The semiconductor maker rose about 11% after it inked a multiyear deal with Meta to lend up to 6 gigawatts of its graphics processing units to artificial intelligence data centers. The cost of the deal is unclear, but the companies’ agreement includes […]
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