금융 뉴스 허브

25 stocks up more than +100% in 2026 as the S&P 500 hits record high

Euro finds relief from softer US Dollar ahead of Fed minutes

EUR/USD trades on the front foot on Tuesday, drawing support from a modest pullback in the US Dollar (USD). However, concerns over France’s fiscal position keep the Euro’s (EUR) gains in check. At the ...

Steel Mill Fears Create a Buying Opportunity in Cleveland-Cliffs Stock

Wells Fargo upgraded Cleveland-Cliffs, saying near-term earnings could beat expectations even as a planned Iowa steel mill raises concerns about future supply.

Asia FX: Tech-linked FX could outperform against US Dollar - MUFG

Michael Wan at MUFG argues that Asian currencies have been more resilient than others, supported by strong AI-related exports and a less acute Oil and diesel supply situation in the region.

Agentic AI drives up CPU demand; Mizuho ups targets on AMD, Intel

AI Stocks Aren't the Only Names Riding the Record-Setting Rally Higher

The AI trade may have kickstarted this rally, but gains have broadened across most parts of the market.

Canadian Dollar: Trade surplus supports cautious outlook – RBC

Royal Bank of Canada’s (RBC) Nathan Janzen notes Canada’s trade balance swung to a $4.2 billion surplus in August, helped by higher energy prices and a rush of exports to the United States (US) ahead ...

What Are Palantir Stock Bulls Not Worried About?

Palantir Technologies (PLTR) stock has returned 46% over the three months through October 5, 2026, against 3.9% for the S&P 500. Buyers at this price appear to expect the company's sales to businesses ...

Nvidia’s new record high puts nearly 900 ETFs in the spotlight

Thermo Fisher Scientific (TMO): Strong Q3 Guidance and Broadening Demand Support Multi-Year Outlook

ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here. In the third quarter, leaders ...

Is It Prudent to Add Teleflex Stock to Your Portfolio Now?

TFX's Vascular growth, Asia expansion and improved leverage support the outlook, but tariffs, input costs and margin pressure remain key risks.

What Would It Take For Apple Stock To Move Higher?

Apple (AAPL) stock trades at 37.8 times earnings, against 21.5 for the S&P 500. Buyers at that price appear to expect more growth than Apple has reported so far. A Barron's article on October 1, 2026, ...