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FEATURE The artificial-intelligence trade appeared to be reignited Tuesday as investors digested a slew of bank earnings reports ahead of the consumer-price index inflation report for June. International Business Machines sank 23% after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets.
Jim Cramer just made his first bearish call in 25 years, and the trigger was not a market crash or a recession signal but a single bond deal that he says proves the AI spending machine is quietly running out of fuel.
Wall Street is tuning out wars and ignoring geopolitical headlines, and one chief investment strategist thinks he knows exactly why. The answer involves a spending figure that should stop any investor cold.
Fundstrat’s Tom Lee returned to CNBC’s Morning Call Sheet on Thursday, July 9, alongside JonesTrading’s Mike O’Rourke and Vital Knowledge’s Adam Crisafulli, to discuss a market that is simultaneously celebrating the AI build-out while rotating into value and defensive names. Lee argued: “AI is probably one of the most important structural stories in our lifetime.” ... Fundstrat’s Tom Lee: AI Is a Once in a Lifetime Story – Why Easing Inflation in H2 2026 Could Fuel the Next Rally
Baseball legend Tommy Lasorda, the former Los Angeles Dodgers manager who won two World Series, didn’t have much time for the idea of “pressure” in professional sports. Stock markets are different matter, however. The looming second-quarter earnings season—set against the pullback in big tech stocks, the resurgence of global geopolitical risks, and the specter of renewed inflation—has investors on edge.
Stock Market Today: The Dow Jones index dropped Wednesday after Trump declared the ceasefire is "over." Micron and Sandisk dived.
U.S. forces carried out a "series of powerful strikes" against Iran late Tuesday after the Middle Eastern country struck three commercial ships passing through the Strait of Hormuz.
Brace for volatility as SpaceX joins the Nasdaq-100, Waller defends Fed’s use of forward guidance, and more news to start your day.
AI-driven momentum is keeping bulls in high spirits after the Dow’s record close, though investors are a bit cautious ahead of the Fed minutes and fresh corporate catalysts.
Markets overreacted to Warsh’s comments, Visser said, and expects the Fed to hold, citing AI-driven productivity as the rationale against near-term rate rises.
Federal employees are traditionally forbidden from endorsing companies — the U.S. Office of Government Ethics issued a reminder right before Trump first took office — but presidents enjoy immunity to many such rules.
Micron Technology just delivered the best quarter in its history. However, three days later, a federal courtroom in California turned that story upside down. A class-action lawsuit filed on June 25 accuses Micron (MU), Samsung, and SK Hynix of secretly restricting memory chip supply to inflate ...

Scott Melker discusses the latest crypto headlines. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
A fourth straight month of gains above 100,000 would represent a run of job growth not seen since the start of 2024
Stock futures were lower as tech companies fell across the globe ahead of crucial U.S. jobs data.
U.S. private employers added 98,000 jobs in June, according to ADP, as investors await Thursday’s payrolls report for clues on the labor market and interest rates.
Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.
US equity indexes fell Wednesday as the technology sector paced declines and traders assessed Federa
Micron and Apple trade blame, extreme heat is here, Strategy’s Bitcoin plan shifts, and more news to start your day.
Stocktwits data showed retail sentiment around SPY was ‘bearish’, while QQQ sentiment remained ‘bullish.’