Aaron Back

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Aaron Back

Aaron Back

@AaronBack

Global Editor of The Wall Street Journal's Heard on the Street column. Previously with @wsj in Beijing and Hong Kong.

New York, NY Katılım Nisan 2009
2.9K Takip Edilen10.2K Takipçiler
Aaron Back retweetledi
Heard on the Street
Heard on the Street@WSJheard·
Is luxury demand finally recovering? Jewelry has been the sector's standout for the last couple years while other categories suffered. But in Cartier-owner Richemont's latest results, there were hopeful signs for watches and handbags as well: wsj.com/finance/live/s…
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Heard on the Street
Heard on the Street@WSJheard·
What's the real forward P/E ratio on the S&P 500? It depends what's included in the "E," and nobody seems to actually know. wsj.com/finance/stocks…
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Aaron Back
Aaron Back@AaronBack·
SK Hynix is one of the hottest companies in the world, having more than tripled this year and now listing in the U.S. It trades at ... 7 times earnings. Heard columnist Asa Fitch explains why that makes sense in the WSJ AI & Business newsletter: wsj.com/tech/ai/why-sk…
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Aaron Back retweetledi
Heard on the Street
Heard on the Street@WSJheard·
A few years ago, the idea of using hundreds of small engines to power gigawatts of data-center capacity would have seemed ridiculous. Not so today. Engine maker Innio, which listed in June, is up 46% from its IPO price. wsj.com/business/energ…
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Aaron Back
Aaron Back@AaronBack·
"Netflix faced a severe revolt by its own shareholders over its pursuit of Warner. The same concerns—price, political pressure, exposure to shrinking TV networks and complications to a streaming-focused business model—would also be present in a bid for NBCUniversal."
Heard on the Street@WSJheard

Investment bankers may already be salivating over NBC Universal deal prospects. But ending one problematic combination doesn’t automatically open the floodgates for more. wsj.com/business/media…

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Aaron Back retweetledi
Heard on the Street
Heard on the Street@WSJheard·
Investment bankers may already be salivating over NBC Universal deal prospects. But ending one problematic combination doesn’t automatically open the floodgates for more. wsj.com/business/media…
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Aaron Back retweetledi
Heard on the Street
Heard on the Street@WSJheard·
The mortgage market hangs on every word that comes out of the Federal Reserve. So what happens when the Fed says a lot less? The most likely answer is higher mortgage rates. wsj.com/finance/invest…
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Aaron Back
Aaron Back@AaronBack·
Ok I’m rolling the dice and turning on a Mets game. Will probably regret this
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Heard on the Street
Heard on the Street@WSJheard·
Amazon has the most installed power as a longtime operator of big data centers. Meanwhile Google seems the most innovative at adding renewable capacity. Heard's @JinjLee on the hyperscaler power race: wsj.com/business/energ…
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Aaron Rupar
Aaron Rupar@atrupar·
here is Mamdani's entire speech at the Knicks parade, which is easily the best speech I've ever heard at an event of this sort
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Aaron Back
Aaron Back@AaronBack·
Earnings are soaring, yes. But remember: chip companies and other AI equipment suppliers are booking hundreds of billions of dollars of sales now. The buyers are capitalizing these expenses, meaning the costs will only be recognized over several years. wsj.com/finance/turboc…
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Aaron Back
Aaron Back@AaronBack·
Milton Friedman reference!
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Christopher Hale
Christopher Hale@ChristopherHale·
My mayor still Muslim My bagel still Jewish The pope’s on our side Knicks in🖐️
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TSDR Trading
TSDR Trading@TSDR_Trading·
Idk who she is but I know Paul Tudor Jones when I see him!
TSDR Trading tweet media
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Aaron Back
Aaron Back@AaronBack·
Wu Tang turned it around
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Keşfet

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