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Peter Oppenheimer, chief global equity strategist at Goldman Sachs, discusses the outlook for equities in 2026 in light of this week's US CPI print. "The central backdrop, I think, is relatively benign for risk assets, for equities broadly," he tells Bloomberg Television. Oppenheimer also discusses …
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NikeΒ posted more weakness in China and its Converse brand, sending shares down and offsetting higher-than-expected revenue in the latest quarter.Β Direct-to-consumer sales missed expectations, while Converse plunged 30% in the fiscal second quarter ended Nov. 30. Revenue rose 1% to $12.4 billion, abo…
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Oracle keeps making investors nervous. Not just about the company itself, but about Big Tech's enormous bet on AI that has been the engine of our economic growth and the bull market. Why it matters:Β  With so much money at stake, any sign of a delay in AI profits raises the risk that some players ma…