بايبر ساندلر تُعيد رسم خريطة التأمين وترفع تصنيف غالاغر وتخفض خمسة تصنيفات
حددت شركة Piper Sandler يوم الثلاثاء استراتيجية استثمارية جديدة في ظل تراجع سوق التأمين على الممتلكات والحوادث في الولايات المتحدة، مؤكدةً أن على المستثمرين التنقل داخل القطاع بدلاً من الخروج منه في ظل تراجع أسعار التأمين التجاري.
يونايتد إيرلاينز تتجاوز توقعات الربع الثاني وترفع توقعات ربحية العام
أعلنت شركة يونايتد إيرلاينز عن نتائج أقوى من المتوقع للربع الثاني يوم الأربعاء، ورفعت توقعاتها للأرباح المعدّلة للعام الكامل، إذ أسهم الطلب القوي على درجات السفر المميزة والمسارات الدولية في تعويض ارتفاع تكاليف الوقود.
رئيس فيدرالي نيويورك: التضخم قد يكون بلغ ذروته عند %4 قال جون ويليامز، رئيس بنك الاحتياطي الفيدرالي في نيويورك، الأربعاء، إن التضخم لا يزال مرتفعاً بشكل مفرط عند نحو 4%، غير أنه ربما يكون قد بلغ ذروته وينبغي أن يبدأ في الانخفاض خلال الأرباع المقبلة.
وأشار ويليامز إلى أن مستوى التضخم الحالي يتجاوز بشكل واضح الهدف طويل الأمد للجنة الفيدرالية للسوق المفتوحة البالغ 2%. وحدّد ثلاثة عوامل رئيسية أسهمت في رفع التضخم خلال العام الماضي، وهي: ارتفاع التعريفات، واضطرابات سلاسل التوريد، وارتفاع أسعار الطاقة الناجم عن الحرب في الشرق الأوسط، إضافةً إلى قوة الاستثمار التجاري في تقنيات الذكاء الاصطناعي.
Bitcoin tests resistance at $65,600: Live update Bitcoin’s current price at $64,850.30 is testing a strong resistance zone between $65,100–$65,600 on the 5-hour chart, with a bearish rejection candle forming that could signal a pause in the upward momentum. Any breakout or bounce from this zone will determine the next direction—this is the market’s real crossroads right now.
Danger zone: Testing major resistance
Technical context: Price is hitting a dense supply area (resistance) at $65,100–$65,600, supported by the highest trading volumes (VPVR) and by the 38.2% Fibonacci level at $65,340. Bullish signals: The SuperTrend indicator has flipped positive at $62,995, MACD shows clear bullish momentum, and the price is above the Ichimoku cloud (slightly bullish). Bearish signals: Trading volumes retreat as price rises, a bearish rejection candle forms at $65,419, and price is approaching a prior breakdown zone. Risk management note: Any failure to break $65,600 may lead to a rapid drop toward $63,200. #FootballSeason2026 #BlackRockDigitalAssetAUMFalls39% #JapanReclassifiesCryptoAsFinancialAsset #StripeAdventBidToBuyPayPalFor$53B #ChinaQ2GDPGrows4.3%MissingForecast $
Lucid jumps 17.5% after bankruptcy denial And expectations for the stock to rise more than 70%
Lucid’s shares surged strongly during Wednesday’s trading, after the company quickly denied reports suggesting it is considering filing for bankruptcy or converting to a private company—something that restored some confidence among investors after a severe selling wave the stock saw in the previous session.
The Nasdaq-listed stock under the LCID ticker rose 17.5% to reach $5.43, lifting the company’s market value to about $2.1 billion.
Piper Sandler redraws the insurance map, raises Gallagher’s rating, and cuts five ratings
On Tuesday, Piper Sandler outlined a new investment strategy amid a downturn in the U.S. property and casualty insurance market, emphasizing that investors should navigate within the sector rather than exit it as commercial insurance prices fall.
Urgent: New strikes against Iran.. War without end or clear goal - The United States launched a new round of military strikes against Iranian targets today, just hours after President Donald Trump warned that the attacks would intensify next week if Tehran does not cooperate in peace talks.
The U.S. Central Command announced via the X platform that the wave of strikes began at exactly 6:00 a.m. Eastern Time, targeting efforts to reduce the military capabilities used by Iranian forces to attack commercial shipping in the Strait of Hormuz. In a later update, Central Command said the attacks ended at 7:30 a.m., using precision-guided munitions against Iranian coastal defense systems, cruise missile storage facilities, and their launch sites on Greater Tumb Island in the Persian Gulf near the strait—one day after similar U.S. strikes on Tuesday, which Tehran met by targeting several Gulf countries.
Morgan Stanley maintains a positive outlook on the aerospace and defense sector ahead of second-quarter results Morgan Stanley maintained its constructive view of the aerospace and defense sector in the period leading up to the announcement of second-quarter results, based on resilience in commercial aerospace demand, improved aircraft production, and positive trends in long-term defense spending, while taking a more selective approach amid recent volatility in stock prices and shifts in valuations.
The brokerage firm reiterated its positive views on the commercial aerospace, defense, and outer space sector, highlighting solid demand in the aftermarket market, continued driven use of the air fleet, lower aircraft retirement rates, limited maintenance capacity, and ongoing engine maintenance needs. It also noted that Boeing’s production recovery is gaining increasing momentum, as the 737 MAX production line is running at a rate of 47 aircraft per month, with expectations of additional milestones in approval and certification to support the outlook for the commercial aerospace sector.
Shares of Walt Disney Company Ignore Decline After Reports of a Federal Communications Commission Ruling Against "The "View
Walt Disney shares ignored a temporary dip on Wednesday after reports by Bloomberg said the U.S. Federal Communications Commission is preparing to issue a ruling against the company over its "The View" program.
Anthropic begins meetings with investors Preparing for an initial public offering
Investing.com - Anthropic is arranging meetings with investors in preparation for a possible initial public offering later this year, according to a report published by CNBC on Wednesday.
The report said that the underwriters are working to schedule meetings between potential investors and senior executives at the artificial intelligence company, which develops Claude models.
An Amazon Web Services executive leaves the company After 19 years Amazon.com will witness the departure of Dave Brown, Senior Vice President at Amazon Web Services, after 19 years spent at the company. Brown is a member of the S-team, the internal group that advises CEO Andy Jassy.
AWS CEO Matt Garman announced this move in an internal memo reported by Reuters, saying that Brown is leaving to take on another role, without disclosing details about his next position. Brown recently led AWS’s computing and machine learning services.
Dave Treduel, currently Senior Vice President of e-commerce foundations, will replace Brown starting August 1. Treduel is also a member of the S-team, known as Amazon’s senior leadership team, where membership in this group is considered a distinguished honor within the company.
You see opportunities to raise the prices of their equipmentAT According to the CFO
Investing.com — ASML (AS:ASML) announced that it has room to raise prices for certain semiconductor manufacturing equipment, a statement confirmed by its Chief Financial Officer on Wednesday, following an earnings report that revealed its production capacity for advanced EUV tools is nearly fully booked through the end of 2027.
The CFO, Roger Dassen, told analysts during a call that the current environment gives the company “better pricing power” and “a very strong trajectory for potential price improvements in the future.”
He said: “These are (the discussions) we are having currently with customers, so... you should be able to see improvement in this regard over time.”
These drive a broad selloff wave in AI device stocks AI devices fall 14% Dell Technologies shares fell about 14% on Wednesday, one of its steepest single-day declines in months, amid a sweeping selloff in AI server hardware stocks as investors reassess whether lofty valuations can withstand growing macroeconomic concerns. The Wednesday move was not attributed to any specific confirmed reason.
The selloff extends beyond Dell shares. Hewlett Packard Enterprise shares fell about 8%, while Super Micro shares dropped about 5%, underscoring that the pressure is concentrated in AI hardware stocks with high volatility, rather than the technology sector broadly. The Nasdaq-100 ETF (QQQ) fell about 1% during the session.
ETS Spa for Engineering and Technical Services announced today that it has acquired a 51% stake in ST S.r.l. The transaction is scheduled to be completed on 16/07/2026.
The company will fully finance the acquisition from its own resources, without resorting to any external financing. This deal grants ETS a controlling stake in ST S.r.l.
Amazon’s LEO arm launches satellite internet service in South Africa
Amazon’s LEO satellite internet arm has signed an agreement with South African company Herotel on Wednesday, aiming to launch a new broadband service for rural communities underserved by communications.
Herotel, South Africa’s largest fixed internet service provider, will rely on Amazon’s LEO satellite technology to offer a service branded evry, which is expected to be commercially launched in 2027 for residential customers.
The partnership seeks to close the internet connectivity gap in South Africa, where millions of people living on farms, in small towns, and in rural communities lack reliable internet services, as deploying fiber-optic networks and traditional wireless networks is often not economically viable in these areas.
Natural gas futures rose during the European session
Investing.com - Natural gas futures rose during the European session on Wednesday. According to the New York Mercantile Exchange, natural gas futures for August were trading at USD2.92 per million British thermal units at the time of writing, up 0.69%.
They had previously traded at the session high of USD2.94 per million British thermal units. Natural gas may find support at USD2.847 and resistance at USD3.244.
Dollar index futures, which measure the performance of the U.S. currency against a basket of six other major currencies, rose 0.07% to trade at USD100.78.
Meanwhile on Nymex, crude oil for August rose 0.97% to trade at USD80.11 per barrel, while August heating oil rose 0.49% to trade at USD4.03 per gallon الو#BitcoinHoldsThreeWeekHighAt$65K $GOOGLB
European gas prices rise to their highest levels in three months as risks of war in the Middle East escalate
European natural gas prices rose to their highest levels in more than three months on Wednesday, as intensifying tensions between the United States and Iran stoked widespread fears of a major disruption to global liquefied natural gas (LNG) supplies.#FootballSeason2026 $MSFTB