Barrons.com1d agoneutral
A Big Inflation Risk Still Looms for Stock MarketsApplied Materials forecast fails to dazzle, White House to crack down on tariff evasion, the shipping world is in chaos, and more news to start your day.
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24/7 Wall St.2d agoneutral
The Lowest-Beta Mega-Cap Just Got a $358 TargetApple just posted its strongest June quarter ever, yet the stock sits 6% below its 52-week high while a supply-chain dispute and fading tariff tailwinds threaten to complicate the bullish case that Wall St. keeps building.
Investor's Business Daily2d agoneutral
Stock Market Today: Dow Rises On Surprise Inflation Data; Cisco, AI Name Cerebras Plunge On Earnings (Live Coverage)Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.
MarketBeat3d agoneutral
TransAct Technologies Q2 Earnings Call HighlightsTransAct Technologies (NASDAQ:TACT) reported second-quarter net sales of $13.9 million, up slightly from $13.8 million a year earlier, as growth in its food service technology business was partially offset by tariff-related customer refund adjustments and lower reported casino and gaming revenue. T
Bloomberg8d agoneutral
Congress Eyes Boosting Quantum Funds as Global Race Heats Up(Bloomberg) -- US lawmakers from both parties are seeking to boost federal funding for quantum computing as China and other countries race to transition from research to deployment of the nascent technology across defense, intelligence and cybersecurity.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordTrump Administration Considers Order on Autism and VaccinesIran Says Agreement on Hormuz Shippi
Stocktwits8d agoneutral
Michael Burry Shares 'Three Great Charts' That Show Big AI Capex Could Unwind As Badly As Housing Did In 2008Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.
Yahoo Finance Video10d agoneutralVIDEO
AI CapEx fears: Is big tech overspending?Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.
Bloomberg14d agoneutral
Warsh’s Silent Treatment Has S&P Traders Bracing for Wild Swings(Bloomberg) -- A relentless run of uncertainty, from war to tariff fights to inflation that refuses to die, has challenged investors this year. Now they have to balance another risk: A Federal Reserve that won’t tell them what it’s thinking.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysIndia’s Family Offices Embrace Profit-Sharing to Attr
MarketBeat14d agoneutral
Sony Q1 Earnings Call HighlightsSony (NYSE:SONY) reported record first-quarter sales and operating income for fiscal 2026, raised its full-year sales, operating income and net-income forecasts, and said it expects most of an estimated ¥80 billion in U.S. tariff refunds to benefit results during the current fiscal year. For the qu
Reuters Videos14d agoneutralVIDEO
Wall Street ends higher as Amazon soothes AI jitters<body><p>STORY: Wall Street ended higher on Friday, with the Dow adding more than half a percent, the S&P 500 gaining seven-tenths of a percent and the Nasdaq climbing one percent.</p><p>:: Amazon</p><p>Amazon surged more than 15% after the tech giant posted its biggest quarterly revenue growth in over four years. Its results, along with a similar report from Microsoft this week, alleviated investor concerns about potential overspending on AI data centers.</p><p>Meanwhile, shares of Apple tumbled more than 7% after a disappointing forecast showed that the iPhone maker was struggling to secure enough components, as the AI-driven data center boom strains global supply chains.</p><p>Friday marked the end of a bumpy week for stocks that included a Fed policy meeting in which the central bank left rates unchanged - but with three dissenters pushing for a 25 basis point hike.</p><p>Dean Smith is chief strategist & portfolio manager at FolioBeyond.</p><p>"I think there was a decent case to be made that a hike is in order. Inflation, we had a slightly softer print on the most recent one, but inflation is now running well above Fed's 2% stated target. It's higher now than it was a year ago and it seems to be reaccelerating. [FLASH] So it was a close call probably, but I think, you know, if I had been on that voting committee, I would have voted for a rate hike as well."</p><p>:: Archive</p><p>Other stocks on the move Friday included Monolithic Power Systems, which rose more than 8% after forecasting third-quarter revenue above estimates.</p><p>But shares of GoDaddy slid nearly 17% after the domain registrar narrowed its annual revenue forecast.</p></body>
The Wall Street Journal15d agoneutral
Kevin Warsh’s ‘Bear Steepener’ Is No Goldilocks Moment for StocksEveryone knows that interest rates affect stock prices. The Fed’s decision Wednesday to keep overnight rates unchanged sounds like it would have been clearly bullish, but stocks sold off just after Chair Kevin Warsh’s press conference. Also following Warsh’s Q&A, long-term Treasury yields hit a 19-year high.
Reuters15d agoneutral
Teetering US stock market faces jobs report, big earnings weekBy Lewis Krauskopf NEW YORK, July 31 (Reuters) - U.S. employment data and a batch of corporate results this coming week will keep equity investors on edge over the direction of the stock market, which
Yahoo Finance Video16d agoneutralVIDEO
Microsoft and Meta boost AI spending, but only one stock pays the priceScott Melker discusses the Federal Reserve's latest decision to hold interest rates steady, Meta (META) and Microsoft's (MSFT) increasing AI expenses, but only one stock is getting punished. Meanwhile, bitcoin (BTC-USD) continues to hover around $64,000, Melker explains why the cryptocurrency's resilience is a bullish sign despite the broader market uncertainty. "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.
Barrons.com16d agoneutral
Stocks Bounce Back From Fed Day TurmoilStocks kicked off Thursday’s trading session higher, reemerging from the carnage of Wednesday’s selloff. The S&P 500 was up 0.9%, while the Nasdaq Composite rose 1.6%. Rosenberg Research’s Dave Rosenberg described the moves as “a weak stock-market bound on shaky ground,” nodding to the major averages’ “precarious technical positions,” yesterday’s rise in bond yields, and oil price spikes.
InvestorsHub16d agoneutral
Fed Decision and Big Tech Earnings Dominate Market Attention: Dow Jones, S&P, Nasdaq, Wall Street FuturesU. S. stock futures edged higher on Thursday as investors weighed the Federal Reserve’s latest interest rate decision alongside a fresh wave of earnings from major technology companies.
Stocktwits16d agoneutral
Dow Sees Worst Day In Over A Year, Nasdaq Enters Correction Territory As Fed Decision Piques Inflation Concerns — SPCX, CAT, ADBE, SOFI, HIMS Stock In FocusU.S. equity futures were little changed on Wednesday as investors digested Microsoft, Meta and Qualcomm earnings and the Federal Reserve’s decision.
Barrons.com17d agoneutral
Wall Street’s ‘Big Wednesday’ Offers Big Test to Summer Rotation TradeWall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.
