Our Privacy Statment & Cookie Policy

All LSEG websites use cookies to improve your online experience. They were placed on your computer when you launched this website. You can change your cookie settings through your browser.

S&P 500 Earnings Dashboard 24Q4 | February. 12, 2025 Click here to view the full report. Please note: if you use our earnings data, please source "LSEG I/B/E/S".   S&P 500 Aggregate ... Find Out More
Breakingviews: Super Bowl mania – media’s defensive line versus AI   Robots are no match for American football. The chorus of revolutionary promises about artificial intelligence might lead one to believe that no ... Find Out More
STOXX 600 Earnings Outlook 24Q4 | Feb. 11, 2025 Download the full report here. Please note: if you use our earnings data, please source "LSEG I/B/E/S". Find out more about our estimates with ... Find Out More
Concentrating on the US Market Using Lipper Leaders to analyse the best-performing funds in the IA North America sector.   Everyone loves the US market. Gainsayers have ... Find Out More
Sorted by:
Topics
Types

Show Less Options

Breakingviews: Super Bowl mania – media’s defensive line versus AI

  Robots are no match for American football. The chorus of revolutionary promises about artificial intelligence might lead one to believe that no human activity is safe in an era of silicon smarts. But when it comes to live events – on traditional television, no less — AI can’t beat flesh-and-blood fervor. For the uninitiated, the National Football League broadcast of its championship game, dubbed the Super Bowl, is tantamount to a religious experience for many in the United States. On Sunday, millions gathered to watch the Philadelphia Eagles trounce the Kansas City Chiefs. The draw of the most-watched event
Read More
Breakingviews
Feb 12, 2025
posted by Breakingviews

Breakingviews: Uncle Sam’s debt offers flimsy refuge to investors

U.S. government bond markets are feeling the squeeze from all sides. Yields on 10-year government debt have dropped in recent weeks amid signs of slowing growth and investors’ reflexive flight to safety following President Donald Trump’s tariff talk. But buyers should beware a false sense of security: blown-up deficits, a major trade war, and something going haywire in tech tycoon Elon Musk’s forceful takeover of U.S. government payment systems all introduce major and sometimes opposing risks, making the future direction of yields hard to predict. The only guarantee is volatility. In the month after Trump’s election victory in early November, yields
Read More
Breakingviews
Feb 7, 2025
posted by Breakingviews

Breakingviews: TikTok has a simple exit from US ban maze

The TikTok ban-or-sell drama is an algorithm stuck in a loop. First U.S. President Donald Trump, then his successor Joe Biden, pushed to ban the social media app amid warnings that its ties to China pose a national security threat. Both pulled back from the brink, even if a law mandating its sale or shutdown remains on the books. Now, with Trump back in charge, a long list of mooted, familiar buyers is re-emerging. The simplest way to scroll past this glitch in the feed is to spin TikTok off. Trump has given Chinese parent ByteDance a reprieve to figure
Read More
Breakingviews
Feb 3, 2025
posted by Breakingviews

Breakingviews: Masayoshi Son picks odd time to bet big on OpenAI

Masayoshi Son may be about to pull off his signature move – doubling down. Having already invested over $1.5 billion into OpenAI, the SoftBank boss could throw another $25 billion into the artificial intelligence company, according to a Financial Times report on Thursday. Previous double dips like WeWork and Uber have yielded distinctly mixed results, but the timing of the Japanese investor’s latest gambit deserves its own level of weird. As recently as last week, OpenAI might have seemed a sensible bet. The group run by Sam Altman, which launched ChatGPT in late 2022 and touted 100 million weekly active users within a year, was in
Read More
Breakingviews
Jan 31, 2025
posted by Breakingviews

Breakingviews: Excessive belt-tightening risks choking US economy

The U.S. Constitution gives Congress the power of the purse, but President Donald Trump interprets the foundational document differently. His acting budget chief issued a two-page memo, citing “wokeness” and “Marxist equity” as if they were spending line-items, that freezes what the agency says is $3 trillion in federal grants and loans. Even if only temporary, as the administration claims, the decision will upend financial planning for chipmakers, road builders, medical researchers and more. If no one stops the overreach, the economic consequences may be more dire. There was no advance warning that Trump would blatantly contradict the separation of powers. The vagaries
Read More
Breakingviews
Jan 28, 2025
posted by Breakingviews

Breakingviews: Larry Fink uncomfortably blurs crypto lines

What is a digital currency worth? If it has President Donald Trump’s name on it, the answer right now is more than $7 billion. Despite years of shouting about a decentralized revolution, it’s a reminder that frothy and baseless memes keep flourishing. Even BlackRock boss Larry Fink, steward of a $60 billion bitcoin ETF, is getting bullish, telling the Davos crowd that the OG cryptocurrency could more than quintuple in value if big sovereign wealth investors pile in. It’s a fine line to be treading. In their 2025 outlook, Goldman Sachs strategists put it bluntly: Bitcoin is “a speculative digital asset more suited to gambling than
Read More
Breakingviews
Jan 24, 2025
posted by Breakingviews

Breakingviews: Age is the wrong number by which to judge a CEO

The United States is having a senior moment. As the country’s oldest president, at age 82, is followed by the second-oldest, an octogenarian chief executive’s fate will also be decided at the ballot box this week. Dissident investors seeking to oust Air Products and Chemicals boss Seifi Ghasemi are harping on his age to make their case, but it’s the wrong number on which to focus. Ghasemi has helmed the $70 billion supplier of industrial gases since July 2014. He was installed following a push by hedge fund manager Bill Ackman, alongside his Pershing Square Capital Management partner Paul Hilal. Now
Read More
Breakingviews
Jan 22, 2025
posted by Breakingviews

Breakingviews: Wall Street titans may find a fly in the champagne

Wall Street’s investment banking titans closed 2024 on a high. Goldman Sachs and Morgan Stanley will most likely announce strong revenue growth in full-year results due Tuesday and Wednesday respectively, as an M&A uptick kept their dealmakers busy. But there’s a hitch: bond-market chaos could slow everything down. Wracked by rising interest rates, a bleak 2022 sliced Goldman’s net earnings roughly in half year-over-year. The slide continued in 2023, and the recovery is only now showing. Analysts expect both Goldman CEO David Solomon and Morgan Stanley boss Ted Pick to turn in a roughly 12% year-over-year bump in net revenue for all of 2024,
Read More
Breakingviews
Jan 15, 2025
posted by Breakingviews

Breakingviews: Fact-check – Meta fights for money, not speech

Mark Zuckerberg is more interested in the bottom line than the First Amendment. The Meta Platforms boss touted “free expression” as the motivating factor for reversing the company’s policy about moderating posts on Facebook and Instagram and allowing users to monitor themselves instead. Left unsaid was how the decision coincides with President Donald Trump’s return to the White House and that TikTok advertisers hang in the balance. Meta’s CEO said on Tuesday that his social media apps would embrace the policy used by Elon Musk’s X, where so-called community members flag contentious or erroneous material. Not all information will go unfiltered, however.
Read More
Breakingviews
Jan 10, 2025
posted by Breakingviews

Breakingviews: Getty deal is picture-perfect M&A for 2025

Getty Images’ $3.7 billion merger, including debt, with rival stock image seller Shutterstock is a picture-perfect template for more deals. Three big factors – potentially looser competition policing, the rise of artificial intelligence, and the benefits of combining aging tech stragglers – argue in favor of tie-ups. Key, though, is whether investors give buyers a long enough leash to strike acquisitions. Given the warm reception to the Tuesday announcement, which touts hefty savings, the scene is set. The outgoing administration of President Joe Biden was a nightmare for dealmakers. For four years, trustbusters opposed a host of combinations on novel legal grounds, slow-rolling approvals
Read More
Breakingviews
Jan 9, 2025
posted by Breakingviews

Breakingviews: Walgreens invites a Rube Goldberg buyout plan

Cartoonist Rube Goldberg designed fantastical machines to complete simple tasks through tortuously convoluted mechanisms. Buyout shop Sycamore Partners might take his contraptions as a model, judging by a Wall Street Journal report that it’s in talks to acquire Walgreens Boots Alliance. The struggling $8 bln drugstore is buried under a $36 billion morass of debt, leases and legal costs. Yet a carefully orchestrated clean-up might extract a salvageable asset. The idea is straightforward enough. Set aside the complications and focus on Walgreens’ net debt of $6.4 billion. On that basis, before deal news broke on Tuesday, it traded at under 4 times
Read More
Breakingviews
Dec 13, 2024
posted by Breakingviews

Breakingviews: Hershey would be a bitter confection to swallow

Buying chocolatier Hershey looks like a nutty idea. Mondelez International, the maker of Oreo cookies and Cadbury Dairy Milk bars, may nonetheless give it a shot some eight years after a previous bid failed. Crunching the numbers leaves a bitter taste. There is strategic logic to the approach, which Bloomberg reported on Monday. Rival confectioner Mars is poised to get bigger following its agreed $36 billion acquisition, including debt, of salty-snacks seller Kellanova. Moreover, anti-obesity drugs present a long-term threat to the consumption of unhealthy food, while the high price of cocoa and other supplies is pressuring the bottom line. Hershey’s gross margin
Read More
Breakingviews
Dec 12, 2024
posted by Breakingviews
Load More
We have updated our Privacy Statement. Before you continue, please read our new Privacy Statement and familiarize yourself with the terms.x