Investing.com -- With the potential introduction of section 232 tariffs, Bernstein has analyzed the U.S. supply and demand balance in analog and discrete semiconductors, focusing on the implications for major players including Texas Instruments (NASDAQ:TXN), Analog Devices (NASDAQ:ADI), Infineon (OTC:IFNNY) Technologies (ETR:IFXGn), and Renesas (TYO:6723). The U.S. already holds a strong positio ...
Investing.com -- Team Trump is exploring ways to monetize the U.S. government’s stakes in mortgage giants Fannie Mae (OTC:FNMA) and Freddie Mac (OTC:FMCC), with an initial sale of up to $30 billion possible “as soon as this winter,” according to TD Cowen. The White House’s focus is on “the government realizing a return rather than on the GSEs raising new capital,” the analysts ...
Investing.com -- Target may be on the verge of its own turnaround story if Chief Executive Brian Cornell steps down in September and a new leader steps in.Investors will be looking for a fresh strategy to reverse falling sales, restore customer appeal and compete more effectively with Walmart (NYSE:WMT) and Amazon (NASDAQ:AMZN). Target is losing market share in core categories, struggling in ...
Investing.com -- Investment in computer hardware and software has surged in the first half of 2025, but the broader economic benefits of artificial intelligence remain uncertain. Real GDP growth slowed to an average annualized pace of 1.2% in the same period, yet business investment expanded at a 6.1% rate. This was driven largely by an 86.4% annualized jump in computer equipment spend ...