Investing.com -- UBS Global Research analysts have examined the European equity market and identified several key drivers for investors.While maintaining a neutral stance on the region as a whole, the firm notes the emergence of single stock opportunities spurred by potential macro and structural catalysts. These catalysts include the possibility of a more pro-growth German government, ...
Investing.com -- U.S. media stocks face a multi-pronged threat from tariffs, with ad-centric firms most exposed, according to a new note from Citi analysts, who outlined three key ways trade policy could pressure the sector in 2025.Tariffs will impact U.S. media in three main ways: through lower personal consumption expenditures, equity market declines, and recession-linked shifts in ad spend ...
Investing.com - U.S. stocks climbed to the end a tumultuous week of trading, with equities whipsawed by a near-constant stream of massive developments in President Donald Trump’s sweeping tariff plans.Following a sharp slide in stocks in the wake of the imposition of new tariffs on a host of countries around the world, as well as a steep sell-off in bond markets, Trump announced a 90-day de ...
Investing.com - The impact on artificial intelligence chips costs from new Chinese tariffs on goods imported from the U.S. is likely to be limited, according to analysts at Bernstein.In a note to clients, the analysts added that such levies on imported processors will "not pose a sizeable impact" to expenses related to AI computing, which rely heavily on these chips to train AI models.AI-opti ...