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Lincoln in Talks With Talcott for Multibillion-Dollar Risk Deal

by Bloomberg.com | July 13, 2026 | AlphaTack Intel | 0 Comments

Lincoln National Corp. is in advanced talks with Talcott Financial Group for a reinsurance deal that would shift billions of dollars of life insurance reserves off its balance sheet, according to people familiar with the deliberations. The deal is expected to focus on...

Apollo’s Slok Warns of Dollar’s Vulnerability to an AI Pullback

by Bloomberg.com | July 13, 2026 | AlphaTack Intel | 0 Comments

The dollar’s recent gains are at risk if the selloff in artificial intelligence stocks deepens, according to Apollo Global Management Inc.’s Torsten Slok. International investors embracing the AI theme have spurred record net foreign inflows into US equities on a...

Corporate Landlords Targeted by Trump Now Poised for Growth

by Bloomberg.com | July 13, 2026 | AlphaTack Intel | 0 Comments

President Donald Trump shocked Wall Street when he called to bar big investors from the US housing market. Six months later, the effort ended in a compromise that still offers the biggest landlords plenty of ways to grow. The deal, encoded in broader housing...

Morgan Stanley Sees Pressure Rising on Chipmakers’ Pricing Power

by Bloomberg.com | July 10, 2026 | AlphaTack Intel | 0 Comments

Morgan Stanley’s Lisa Shalett urged investors to be cautious on chipmakers as evidence mounts that their pricing power is limited, suggesting that the stocks may have rallied too far on optimism around artificial-intelligence spending. “We are seeing the AI data...

Bank of America sets SpaceX stock price target

by TheStreet | July 9, 2026 | AlphaTack Intel | 0 Comments

SpaceX (SPCX) stock is trading near $153 on July 9. All the initial gains since its IPO have been wiped out, despite the stock’s inclusion in the Nasdaq-100, and a slew of high price targets coming from big Wall Street banks. Goldman Sachs initiated the stock with a...

Private Credit Rebukes Planview as AI Boom Roils Software Firms

by Bloomberg.com | July 9, 2026 | AlphaTack Intel | 0 Comments

Software firm Planview Inc.’s push to refinance its debt in the private credit market has faltered, according to people familiar with the matter, leaving its owners TPG Capital and TA Associates under pressure to provide additional capital. The tech company, which has...

Wave of Earnings Surprises Will Be Hard to Repeat, Says Goldman

by Bloomberg.com | July 8, 2026 | AlphaTack Intel | 0 Comments

The wave of AI-fueled earnings surprises that powered stocks in the last earning season will be tough to repeat, making it unlikely the results alone will spark a major rally, according to Christian Mueller-Glissmann. While companies are still likely to beat...

Apollo’s Slok Says S&P 493’s Stalled Margins Are a Big-Tech Risk

by Bloomberg.com | July 7, 2026 | AlphaTack Intel | 0 Comments

Apollo Global Management Inc.’s Torsten Slok warned that companies outside the giants of the technology sector are failing to show gains in profitability from their spending on artificial intelligence, posing risks to Big Tech valuations. “We need to see profit...

Mag 7 Loses Market Swagger as AI Trade Spreads Beyond Behemoths

by Bloomberg.com | July 7, 2026 | AlphaTack Intel | 0 Comments

For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over. While the technology-heavy Nasdaq 100 Index is up 16% in 2026 and the...

Meta Is Reportedly Building a Cloud Business to Rival Amazon and Microsoft — and a Way to Make Its Massive AI Bet Pay Off

by The Motley Fool | July 3, 2026 | AlphaTack Intel | 0 Comments

For months, the knock on Meta Platforms (NASDAQ: META) hasn't been its business. It has been the bill. When management raised its 2026 capital expenditures guidance in April to a range of $125 billion to $145 billion, shares sank on the news. And heading into...