Analyst Report: Fedex Corp
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Analyst Report: Fedex Corp

Kristina Ruggeri Analyst: Generalist Kristina began working with Argus Research in 2019. She is responsible for covering selected Consumer Discretionary and Consumer Staples Stocks and has nearly 20 years of experience in the financial services industry. Kristina began her career at Price Waterhouse where she audited asset managers, broker dealers, and banks. Later she joined…

Analyst Report: JPMorgan Chase & Co
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Analyst Report: JPMorgan Chase & Co

Stephen Biggar Director of Financial Institutions Research Stephen is responsible for coverage of large global banks, regional banks and domestic credit card companies. He has covered financial services stocks for more than 20 years. He is also a member of the Argus Investment Policy Committee and Senior Portfolio Group, and frequently appears in print and…

Intel, ARM face near-term pain while AMD rides server boom: BofA
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Intel, ARM face near-term pain while AMD rides server boom: BofA

CPU makers Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD), Intel Corp (NASDAQ:INTC, XETRA:INL), Arm Holdings PLC (NASDAQ:ARM) and Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) are all reporting earnings in the coming weeks, and Bank of America says the results will tell very different stories depending on the business. PC and smartphone sales are still struggling, both down more…

Wall Street banks see AI ‘super cycle’ set to boost deals, financing
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Wall Street banks see AI ‘super cycle’ set to boost deals, financing

By Saeed Azhar, Nupur Anand and Tatiana Bautzer NEW YORK, July 15 (Reuters) – A rush by technology companies to fund AI infrastructure is boosting dealmaking and financing activity for Wall Street, bankers said on Tuesday, generating lucrative fees from capital raising and loans. Investment banks have ā€Œreaped strong fees from AI-related deals, including SK…

Galaxy Debuts GOFR to Pipe Institutions Into DeFi Credit
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Galaxy Debuts GOFR to Pipe Institutions Into DeFi Credit

Galaxy just unveiled GOFR, the Galaxy Onchain Financing Rate, a managed lending program that gives institutions a single blended borrowing rate sourced from DeFi’s biggest money markets. What’s the Scoop? The mechanics: GOFR aggregates variable rates from Aave, Kamino, Morpho, Spark, and other lending protocols, then continuously rebalances them into one optimized rate. Clients borrow…

Elon Musk’s dream of colonizing Mars could come sooner than fixing the ā€˜broken’ workplace, CEO says—as worker disengagement costs  trillion a year
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Elon Musk’s dream of colonizing Mars could come sooner than fixing the ā€˜broken’ workplace, CEO says—as worker disengagement costs $10 trillion a year

Whether it’s toxic office politics, endless meetings that should have been an email, or return-to-office mandates, the modern workplace has become a source of frustration rather than fulfillment.  In fact, roughly 80% of workers worldwide are checked out at work, according to Gallup, with engagement falling over the past two years and now on par…

The Goldman Sachs Group Q2 Earnings Call Highlights
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The Goldman Sachs Group Q2 Earnings Call Highlights

Key Points Interested in The Goldman Sachs Group, Inc.? Here are five stocks we like better. Goldman Sachs posted record Q2 2026 results, with net revenues of $20.3 billion and EPS of $20.98, driven by strong client activity and a surge in strategic dealmaking. Global Banking & Markets generated record revenues of $15.5 billion, while…

FB Financial Q2 Earnings Call Highlights
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FB Financial Q2 Earnings Call Highlights

Key Points Interested in FB Financial Corporation? Here are five stocks we like better. FB Financial posted solid Q2 results with EPS of $1.13 and adjusted EPS of $1.14, while net income reached $58.6 million. Pre-tax, pre-provision net revenue rose about 8% sequentially, and management said the bank remains well-positioned with strong balance sheet growth…

Freight Distress Report: Carrier, logistics closures erase over 245 jobs
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Freight Distress Report: Carrier, logistics closures erase over 245 jobs

Four companies are eliminating nearly 250 jobs at logistics and distribution facilities across New Jersey, North Carolina, Illinois and California, while nine transportation- and logistics-related companies have recently sought bankruptcy protection. The latest bankruptcy filings and layoff notices highlight continued financial stress across trucking, freight forwarding, warehousing, trailer manufacturing and supply chain services. The largest…

Dollar Falls and Gold Rallies as US CPI Trails Estimates
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Dollar Falls and Gold Rallies as US CPI Trails Estimates

The dollar index (DXY00) is down by -0.55% today.  The dollar is retreating today after US June consumer prices rose less than expected, a dovish factor for Fed policy.  Also, the benign CPI report has reduced the chances of a Fed rate hike at the FOMC meeting later this month to 12% from 43% on…

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