Earnings Call Insights: Newmark Group, Inc. (NMRK) Q1 2026 Management View CEO Barry Gosin said the quarter delivered “record first quarter revenues” across management services and servicing, leasing, and capital markets, adding, “Given the strong start to the year, and our healthy transaction pipeline, we are raising our
Earnings Call Insights: Newmark Group, Inc. (NMRK) Q1 2026 Management View CEO Barry Gosin said the quarter delivered “record first quarter revenues” across management services and servicing, leasing, and capital markets, adding, “Given the strong start to the year, and our healthy transaction pipeline, we are raising our
A changing Federal Reserve, tight credit spreads and renewed opportunities in securitized markets are reshaping the fixed-income outlook. Russ Brownback, BlackRock’s deputy CIO of global fixed income and manager of the Strategic Income Opportunities Fund, joins Ira Jersey, Bloomberg Intelligence chief US interest-rate strategist on this Macro Matters edition of the FICC Focus podcast. Brownback di...
A changing Federal Reserve, tight credit spreads and renewed opportunities in securitized markets are reshaping the fixed-income outlook. Russ Brownback, BlackRock’s deputy CIO of global fixed income and manager of the Strategic Income Opportunities Fund, joins Ira Jersey, Bloomberg Intelligence chief US interest-rate strategist on this Macro Matters edition of the FICC Focus podcast. Brownback discusses what Kevin Warsh’s expected arrival as Fed chair could mean for policy, why he sees balance-
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in ArriVent Biopharma Inc (Symbol: AVBP), where a total volume of 4,042 contracts has been traded thus far today, a contract volume which is representative of appro
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in ArriVent Biopharma Inc (Symbol: AVBP), where a total volume of 4,042 contracts has been traded thus far today, a contract volume which is representative of appro
Tasos Katopodis/Getty Images Entertainment National Economic Council Director Kevin Hassett said Thursday he was “disappointed” with Federal Reserve Chair Jerome Powell’s decision to remain as a governor after his chairmanship ends, but expressed confidence that incoming chair Kevin Warsh will bring “fresh leadership” to the central bank
Tasos Katopodis/Getty Images Entertainment National Economic Council Director Kevin Hassett said Thursday he was “disappointed” with Federal Reserve Chair Jerome Powell’s decision to remain as a governor after his chairmanship ends, but expressed confidence that incoming chair Kevin Warsh will bring “fresh leadership” to the central bank
For the past few years, the largest US technology companies have been in a costly race to develop advanced artificial intelligence systems while at the same time providing computing power to a burgeoning field of startups. To chase these goals, they have radically changed how they finance their growth. Long reliant on rich revenues and share price increases, Alphabet Inc. ’s Google, Meta Platforms...
For the past few years, the largest US technology companies have been in a costly race to develop advanced artificial intelligence systems while at the same time providing computing power to a burgeoning field of startups. To chase these goals, they have radically changed how they finance their growth. Long reliant on rich revenues and share price increases, Alphabet Inc. ’s Google, Meta Platforms Inc. and other tech giants now are borrowing heavily to build the technology that makes chatbots run. In March, Amazon.com Inc. sold bonds in Europe for the first time, raising €14.5 billion ($17 billion), the biggest ever corporate deal in the currency. The retail giant also borrowed $37 billion in the US bond market, in the fourth-largest US corporate bond sale on record. And Facebook parent Meta sold $25 billion of investment-grade bonds on April 30 aimed at financing its AI buildout, Bloomberg reported. Four of the biggest US tech companies have said that just this year, they need to spend around $650 billion collectively on data centers, networking equipment and other AI infrastructure needed to achieve their AI ambitions. Here’s how the reliance on borrowing is changing the tech industry and fueling the AI boom. How has the growth of AI changed tech companies’ financial practices? For many years, tech companies that emerged from the internet boom grew by reinvesting their immense profits back into their businesses. They also sold bonds, but that played a smaller role in raising and spending capital. But beginning in late 2025, big tech firms began issuing tens of billions of dollars in debt as they scrambled to ramp up investing in AI capacity. New businesses such as OpenAI and Anthropic , meanwhile, have each raised billions of dollars in funding from venture capital investors. How are tech companies planning to spend the money? Most of the money these tech companies are deploying — be it through debt or equity — is being invested in AI-related equipment, services a...
Prae_Studio/iStock via Getty Images Best Dividend Stocks: Yield + Quality = 'Sweet Spot' Investors looking for the best dividend stocks are often challenged to balance higher yield and higher risk. So, finding quality stocks within this space requires identifying a sweet spot where yields are high
Prae_Studio/iStock via Getty Images Best Dividend Stocks: Yield + Quality = 'Sweet Spot' Investors looking for the best dividend stocks are often challenged to balance higher yield and higher risk. So, finding quality stocks within this space requires identifying a sweet spot where yields are high
imaginima/iStock via Getty Images Shares of Amazon ( AMZN ) have gained 27.5% since my last report , in which I rated the shares a "S trong Buy." The improvement in the share price is driven by the stock market, which reached new highs, and a positive
imaginima/iStock via Getty Images Shares of Amazon ( AMZN ) have gained 27.5% since my last report , in which I rated the shares a "S trong Buy." The improvement in the share price is driven by the stock market, which reached new highs, and a positive
imaginima/iStock via Getty Images Shares of Amazon ( AMZN ) have gained 27.5% since my last report , in which I rated the shares a "S trong Buy." The improvement in the share price is driven by the stock market, which reached new highs, and a positive
imaginima/iStock via Getty Images Shares of Amazon ( AMZN ) have gained 27.5% since my last report , in which I rated the shares a "S trong Buy." The improvement in the share price is driven by the stock market, which reached new highs, and a positive
Elon Musk spent the better part of three days on the stand, accusing OpenAI and its executives of deceiving him into donating money to help found what is now one of the world’s biggest AI companies.
Elon Musk spent the better part of three days on the stand, accusing OpenAI and its executives of deceiving him into donating money to help found what is now one of the world’s biggest AI companies.
PM Images/DigitalVision via Getty Images Market Summary During the first quarter of 2026, market leadership shifted as small-cap stocks outperformed large caps amid a rotation away from crowded trades by investors. The Russell 2000® small-cap benchmark surpassed the broader market, as measured by
PM Images/DigitalVision via Getty Images Market Summary During the first quarter of 2026, market leadership shifted as small-cap stocks outperformed large caps amid a rotation away from crowded trades by investors. The Russell 2000® small-cap benchmark surpassed the broader market, as measured by
Federal Reserve Chairman Jerome Powell, and Federal Reserve Nominee, Kevin Warsh. Reuters When the Federal Open Market Committee gathers again in mid-June, it will mark the first time in nearly 80 years that a sitting and former chair conduct business together, a historic overlap that comes at a sensitive time for the central bank. While the scenario could look something like the clash of the poli...
Federal Reserve Chairman Jerome Powell, and Federal Reserve Nominee, Kevin Warsh. Reuters When the Federal Open Market Committee gathers again in mid-June, it will mark the first time in nearly 80 years that a sitting and former chair conduct business together, a historic overlap that comes at a sensitive time for the central bank. While the scenario could look something like the clash of the policy titans, the meeting with the incoming Chair Kevin Warsh and outgoing Jerome Powell likely will be less antagonistic — though still carrying high stakes for policy. "Both Kevin and Jay will be able to interact, and I think the rest of the FOMC will be able to interact, although I grant that it may be challenging," said Loretta Mester, who served as Cleveland Fed president until 2024 and knows what happens behind the doors of the committee meetings well. "They're all adults, and they all know what the mission of the Fed is, and I'm very confident that that's what will drive decision making, not any of these other things that people are worried about." Though Mester and other observers expect the collegial reputation of the Fed to prevail, the potential for drama is unmistakable. The unusual situation raises the possibility for competing policy positions, even if expressed subtly, as the markets await the Fed's next move. After all, Warsh himself has called for "regime change" at the Fed , a direct shot at Powell's leadership. Moreover, President Donald Trump , who nominated both men, has been a severe Powell critic and has made no secret that he expects Warsh to lower rates . Finally, Powell's apparent last turn as Fed chair underscored the potential fault lines, with a stunning four dissents from the post-meeting statement, mostly from members who objected to a subtle phrasing in the document that could be interpreted as a signal of policy easing ahead. Regional presidents stand tough For those with a fertile imagination, the three "no" votes — from regional presidents Ne...
pryzmat/iStock via Getty Images The CME Comex is the Exchange where futures are traded for gold, silver, and other commodities. The CME also allows futures buyers to turn their contracts into physical metal through delivery. You can find more detail on the CME
pryzmat/iStock via Getty Images The CME Comex is the Exchange where futures are traded for gold, silver, and other commodities. The CME also allows futures buyers to turn their contracts into physical metal through delivery. You can find more detail on the CME
Earnings Call Insights: Aflac Incorporated (AFL) Q1 2026 Management View “The first quarter marked a good start to the year. Aflac Incorporated reported net earnings per diluted share of $1.98 and adjusted earnings per diluted share of $1.75.” (Chairman & CEO Daniel Amos)
Earnings Call Insights: Aflac Incorporated (AFL) Q1 2026 Management View “The first quarter marked a good start to the year. Aflac Incorporated reported net earnings per diluted share of $1.98 and adjusted earnings per diluted share of $1.75.” (Chairman & CEO Daniel Amos)