Motley Fool110d agoneutral
Fed Chair Nominee Kevin Warsh Aims to Transform the Central Bank -- and the Biggest Loser May Be Wall StreetWarsh's testimony before the Senate Banking Committee points to foundational changes at the Fed.
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Bloomberg110d agoneutral
Microsoft, Amazon Hand Pentagon More Control Over AI Systems(Bloomberg) -- The Pentagon has struck agreements with more technology companies for expanded use of advanced artificial intelligence tools on classified military networks, according to a Defense Department statement and two defense officials briefed on the matter.Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftTrump Rues State of Iran Talks, Says Prefers Not to StrikeSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Fir
Investing.com110d agoneutral
Court halts mail-order abortion pills as Louisiana legal challenge escalatesInvesting.com -- Abortion access in the United States was dealt a legal blow on Friday after a Federal Appeals Court issued a temporary stay halting the distribution of Mifepristone by mail.
Barrons.com110d agoneutral
At Risk in North American Trade Talks: Cheap CarsAverage car prices have been rising since the pandemic and tariffs. Now the availability of low-cost new cars hangs in the balance as the United States, Mexico, Canada trade deal talks begin.
Yahoo Finance Video110d agoneutralVIDEO
AMD earnings, Fed commentary, April jobs report: What to WatchAsking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including earnings results out from companies like Advanced Micro Devices (AMD), Paramount Skydance (PSKY), Disney (DIS), Novo Nordisk (NVO), Pfizer (PFE), Warner Bros. Discovery (WBD), McDonald's (MCD), and Coinbase (COIN); a wave of fresh commentary from top Federal Reserve officials; and April's jobs reports due out next Friday. May 8.
Reuters Videos110d agoneutralVIDEO
S&P 500, Nasdaq end higher, notch weekly gains<body><p>STORY: U.S. stocks ended mostly higher on Friday, with the Dow the only outlier, dipping about three-tenths of a percent, while the S&P 500 gained about three-tenths of a percent and the Nasdaq climbed nine-tenths of a percent.</p><p>Both the S&P 500 and the Nasdaq logged their sixth consecutive week of gains, their longest weekly winning stretches since October of 2024.</p><p>It was a big week for corporate earnings, with five of the Magnificent Seven megacaps reporting.</p><p>Among them, Apple climbed more than 3% on Friday, a day after the tech giant provided a solid sales forecast, touting strong demand for its flagship iPhone 17 and the MacBook Neo.</p><p>Analysts now see overall first-quarter earnings growth of nearly 28% year-over-year, according to LSEG I/B/E/S Estimates.</p><p>That's an 11.7 percentage point increase from where the estimate stood a week ago, and marks the biggest earnings growth since the fourth quarter of 2021.</p><p>Melissa Brown is managing director of investment decision research at SimCorp.</p><p>"I think we're just seeing the continuation of this AI trade and maybe the complete ignoring of some of the other red flags that are out there - higher oil prices leading to higher inflation, you know, many other things that might give investors pause. But we're coming through a good earning season, particularly for some of these tech companies, and investors are, I guess, saying it's still time to buy there."</p><p>Among other movers, shares of Atlassian surged more than 29% after the enterprise software firm hiked its forecast. Peers Salesforce and ServiceNow also gained.</p><p>Shares of Reddit jumped 13% after the social media site gave an upbeat quarterly revenue forecast.</p><p>On the flip side, shares of Roblox tumbled more than 18% after the online game platform cut its annual bookings forecast. </p></body>
Barrons.com110d agoneutral
U.S. Dips Into Oil Reserves as Iran War Enters Its Third MonthU.S. petroleum inventories are declining, although they are still above year-ago levels. Plus, market newsletter commentary on the Federal Reserve, consumer spending, and the growth of the venture-capital market.
The Wall Street Journal110d agoneutral
Jobs Report, Berkshire Annual Meeting: What to Watch in the Next WeekInvestors won’t get too much of a respite from a big week trading the AI boom, with Palantir, Advanced Micro Devices, and CoreWeave reporting earnings. Before then, Warren Buffett successor Greg Abel will lead his first annual meeting as CEO of Berkshire Hathaway.
Bloomberg110d agoneutral
SEC Semiannual Reporting Proposal Clears White House Review(Bloomberg) -- A Securities and Exchange Commission plan to let public companies cut quarterly disclosures to twice a year moved closer to reality after passing a White House review.Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftTrump Rues State of Iran Talks, Says Prefers Not to StrikeWorld’s Largest Container Carrier Plans Route Avoiding HormuzTrump Family-Backed Drone Firm Signs Weapons Deal With USSpirit Bailout Talks Said to Have Ended With Closure L
Barrons.com110d agobearish
The S&P 500 Just Had Its Best Month Since 2020. Don’t Let ‘Sell in May’ Spook You.There was a lot that could have made the stock market fall. Investors shrugged off questions about when—or even if—the Federal Reserve would cut interest rates again this year after the central bank held rates steady, and they ignored the fact that Jerome Powell plans to stay on the Fed’s Board of Governors even as Kevin Warsh prepares to become chair. Inflation came in hot as oil prices continued to rise, and earnings from Microsoft and Meta Platforms revealed sizable capital spending increases—and resulted in falling stocks. Eli Lilly earnings offered evidence that weight-loss drugs were only getting bigger; Coca-Cola’s beat showed that not all soft-drink makers are suffering from an Ozempic overhang; Alphabet’s capital spending paid off with big profits; and Caterpillar’s numbers demonstrated that there’s more to its business than mining and machinery.
Bloomberg110d agoneutral
Meta Acquires Robotics AI Company to Help Build Humanoid Technology(Bloomberg) -- Meta Platforms Inc. has acquired Assured Robot Intelligence, a startup developing artificial intelligence models for robots, as part of a major initiative to build humanoid technology. Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Firm Signs Weapons Deal With USTrump Rues State of Iran Talks, Says Prefers Not to StrikeTwo NJ Malls Separated by Just Four M
Bloomberg110d agoneutral
OpenAI CFO Sees ‘Vertical Wall of Demand’ for Products(Bloomberg) -- OpenAI Chief Financial Officer Sarah Friar pushed back on concerns about missing internal targets, saying the company is meeting objectives and sees “a vertical wall of demand” for its products.Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Firm Signs Weapons Deal With USTrump Rues State of Iran Talks, Says Prefers Not to StrikeUS Seeks to Deploy Hypersoni
GuruFocus.com110d agoneutral
Gold Nears $4,630 As Dollar Retreat Offsets Iran War Inflation RisksGold rose after dollar weakness helped counter inflation pressure from the Iran war and Strait of Hormuz disruption.
24/7 Wall St.110d agoneutral
Oil Is Replacing Interest Rates as the Global Economy’s Dominant ForceThe hosts of The Best One Yet (TBOY) podcast have been arguing that the macro baton is changing hands. After interest rates dominated the economy for the past four years following the 2022 inflation spike, oil is now becoming the primary economic lever. The framing is straightforward. High interest rates “froze” housing markets, “closed” construction ... Oil Is Replacing Interest Rates as the Global Economy’s Dominant Force
ETF Trends111d agoneutral
Why Investors Should Consider FLTBETF flows in March 2026 were highlighted by a massive flight to the short end of the yield curve. Investors sought refuge in short-term bonds to escape the downpour of geopolitical volatility mixed in with a thick fog of stubborn inflation. It’s a perfect environment to consider the Fidelity Limited Term Bond ETF (FLTB). One [...]
Barrons.com111d agoneutral
Consumers Are Still Spending, for Now. These Companies Show It.Consumer companies Hilton and Visa both reported strong quarterly earnings and raised their full-year guidance. Inflation remains a concern going forward.
Zacks111d agoneutral
Inflation Risks Rise Amid Prolonged War: ETFs to Watch NowWar-driven oil shock is reigniting inflation fears and reviving stagflation risks. Here's how ETFs can help defend portfolios.
24/7 Wall St.111d agoneutral
VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI CapexThe CBOE Volatility Index (^VIX) is in a whipsaw trajectory, trading between 17.32 and 18.73 in today’s session alone, a range of 8.2% in this uncertain market climate. The move lands amid a dense macro week: blowout earnings from four mega-caps, a $725 billion AI capex revelation, Q1 GDP of 2.0%, and a Fed rate hold ... VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex
MT Newswires111d agobearish
Gold Rises as the Dollar and Yields Fall After a Report Showed U.S. Inflation Continues to Run HotGold rose early Thursday as the dollar dropped after a report showed a key U.S. inflation measure ro
24/7 Wall St.111d agoneutral
Here Are Thursday’s Top Wall Street Analyst Research Calls: AbbVie, Equinix, GE Healthcare, Kratos Defense, Meta Platforms, Oneok, Palantir Technologies, Wingstop, and MorePre-Market Stock Futures: Futures are trading higher this morning after a messy Wednesday trading session that saw all major indices except the Nasdaq end lower, with the Nasdaq closing virtually unchanged at 24,603, up 0.04%. The combination of soaring oil prices, the Federal Reserve keeping interest rates unchanged for the third straight meeting, and bogged-down ... Here Are Thursday’s Top Wall Street Analyst Research Calls: AbbVie, Equinix, GE Healthcare, Kratos Defense, Meta Platforms, Oneok
Motley Fool112d agoneutral
FormFactor (FORM) Q1 2026 Earnings TranscriptBefore we begin, Stan Finkelstein, the company's Vice President of Investor Relations, will remind you of some important information. Reconciliations of GAAP to non-GAAP measures and other financial information are available in the press release issued today by the company and on the Investor Relations section of our website. Today's discussion contains forward-looking statements within the meaning of the federal securities laws.
MT Newswires112d agoneutral
Equities Mixed Following Fed Pause; Oil GainsUS equities closed mixed Wednesday after the Federal Reserve kept interest rates steady at the end o
Investor's Business Daily112d agoneutral
Stock Market Today: Nasdaq Pares Losses, Powell Notes Resilient Economy; Mag 7 Earnings Loom (Live Coverage)Major stock indexes pared losses Wednesday afternoon after the Federal Reserve kept its key interest rate unchanged and Fed Chair Jerome Powell noted resilience in the economy. Meanwhile, earnings reports from four members of the Magnificent Seven are due after the market close. Earlier Wednesday, a Senate panel moved to put the nomination of Kevin Warsh as the next Fed chair to a vote before the full chamber.
Barrons.com112d agobearish
Treasury Sell-off Isn’t All That Alarming–YetBond yields nearly rose to levels seen in March during the height of fears over the Iran War–but it shouldn’t frighten investors. Much of the gains in yields came ahead of that hour as the Treasury market sold off alongside rising oil prices. Multiple Fed presidents didn’t support the inclusion of an easing bias, or potential lower rates in the future, in the FOMC statement, telling traders the Fed is likely closer to hikes than cuts.
Barrons.com112d agoneutral
Markets Are Less Confident the Fed Will Cut Rates This YearInflation remains above the Fed's 2% target and Powell says there are too many factors set to hit inflation in the coming months to consider cutting interest rates right now. After three Fed presidents said they disagreed with language in the April FOMC statement that indicated an easing bias for the Fed, markets are moving to price in lower odds of an interest-rate cut in 2026. Markets are now pricing in just a 1.3% chance of a cut this year, down from an 18% chance just a day ago, per the CME FedWatch Tool. While Powell said there wasn't discussion of near-term interest rate hikes during the most recent meeting, markets are starting to price a slim chance of a rate increase.
Barrons.com112d agobearish
Treasuries Extend Selloff After Fed DecisionThe U.S. debt market selloff picked up after the Fed left rates steady again. The Fed left rates steady but there was a higher level of dissent among participants. Fed governor Stephen Miran has typically dissented, but this time there were also multiple Fed presidents who didn’t support statement language including “an easing bias.”
MT Newswires112d agobearish
Update: Gold Falls to a Month Low as Rising Energy Costs Expected to Boost Inflation(Updates prices.) Gold traded lower for a third-straight day early Wednesday, pressured by inflat
GuruFocus.com112d agoneutral
Galaxy Digital Reports $216M Loss as Novogratz Flags Bitcoin $100K HurdlesMacro pressures and Fed outlook could delay Bitcoin recovery while Galaxy pivots toward AI data centers.
Barrons.com112d agoneutral
The White House Seems More Open to a Fed Rate PauseIt’s no secret that the Trump administration has consistently pushed the Fed to cut interest rates. Fed Governor Miran, one of the Fed’s most vocal advocates for lower rates, said at a Washington forum this month that he has scaled back his outlook from four cuts this year to potentially three, acknowledging the inflation picture had grown more complicated even before the conflict with Iran began. Treasury Secretary Scott Bessent went a step further at a separate conference, saying cuts should come eventually but that waiting for clarity on the Iran situation is reasonable.
Barrons.com112d agoneutral
Here's Where Fed Officials Stand on Interest Rates, the Iran War, Jobs, and MoreChair Powell said in late March that policy is “in a good place to wait and see,” a view Governor Michael Barr and others have shared. In early April, St. Louis Fed President Alberto Musalem said he believes the current rate will likely remain appropriate for some time, though he left the door open to both cuts and hikes depending on how conditions evolve. Gov. Christopher Waller has warned that an energy shock on top of existing tariff pressure could produce a more lasting rise in inflation, drawing a comparison to the pandemic-era sequence of supply shocks.