ADVFN US – Market Content Editor
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Strategic Player in the Future of New Zealand Energy
New Zealand Energy CEO Toby Pierce discusses the company’s Taranaki production portfolio, Tariki gas storage project and upcoming growth milestones. Ricki: What happens when a depleted gas field gets a second life — not just as a source of energy, but as infrastructure designed to help secure an entire country’s energy supply? Today we’re looking…
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Oppenheimer Says AI Software Spending Is Shifting Towards Measurable Returns
Oppenheimer said enterprise artificial intelligence spending is moving from an experimentation phase towards a greater focus on return on investment, with businesses increasingly evaluating AI based on measurable financial and operational outcomes. According to the firm’s research, AI is becoming a recurring operating expense for companies, with chief financial officers assessing investment in the technology…
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JPMorgan Says Elevated Equity Positioning and Leverage Could Weigh on Stocks in Q4
JPMorgan said elevated equity positioning and leverage have returned to parts of the market, potentially creating a headwind for stocks during the fourth quarter. The bank said the current levels of positioning and leverage remain below those recorded earlier in the summer but have increased following a period of deleveraging. “Elevated equity positioning and leverage…
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Morgan Stanley Expects S&P 500 and Market Breadth Gap to Narrow
Morgan Stanley expects the gap between the S&P 500’s performance and weaker market breadth to narrow over the next month, with the direction of bond market volatility likely to influence how the adjustment develops. The bank said it expects the index and broader market participation to move towards each other if bond volatility remains elevated.…
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Adobe Forecasts 130% Surge in AI-Driven Retail Traffic During US Holiday Season
Adobe forecasts that traffic from artificial intelligence tools to US retail websites will increase 130% during the upcoming holiday shopping season, exceeding expected growth from paid search and social media referrals. AI-referred traffic is projected to rise 159% year over year on Thanksgiving, 95% on Black Friday and 88% on Cyber Monday, according to Adobe.…
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Nasdaq Hits Record Close as Soft Jobs Report Eases Fed Rate-Hike Fears
Wall Street finished higher on Friday after a weaker-than-expected September jobs report calmed worries that a hot economy could push inflation, and interest rates, even higher. The Nasdaq Composite led the way with a record close, while the S&P 500 finished within about 1% of its all-time high. Falling Treasury yields and lower oil prices…
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Jefferies Sees Signs of Softer iPhone 18 Demand in Resale Pricing
Jefferies said resale pricing for Apple’s (NASDAQ:AAPL) latest high-end iPhones in Hong Kong is below levels recorded for comparable models last year, which the broker said could indicate softer demand for the iPhone 18 Pro and Pro Max. According to the analysts, the iPhone 18 Pro was trading at discounts to Apple’s official pricing across…
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Citi Says Frontier AI Models Are Widening Lead Over Open-Weight Rivals
Citi said the capability gap between proprietary frontier artificial intelligence models and open-weight alternatives has begun widening following an earlier period of convergence. According to the firm, the highest AA Intelligence Index score among proprietary models increased to 58 from 53, while the highest score for open models rose to 46 from 44. That expanded…
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Bank of America Raises Long-Term Copper Forecast to $12,000 Per Ton
Bank of America has raised its long-term copper price forecast by 20% to $12,000 per ton, equivalent to $5.44 per pound in 2026 dollars, according to a commodities strategy update from the bank. The strategists attributed the revised forecast primarily to continuing supply constraints, which they said have contributed to copper’s recent price performance. The…
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Stock Futures Surge on Weak September Jobs Report and Falling Yields: Dow Jones, S&P and Nasdaq Futures
U.S. stock futures rally ahead of Friday’s open after a weak September jobs report drives Treasury yields lower and cools Fed rate hike expectations. Dow Jones, S&P 500 and Nasdaq index futures are currently pointing to a sharply higher open on Friday, with stocks poised to add to the modest gains posted in the previous…