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Ford recalls 420,000 SUVs for a dangerous issue
TheStreet79d agobearish
Ford recalls 420,000 SUVs for a dangerous issue

Ford knows it has a problem with recalls: it is once again leading all other auto manufacturers by a large margin so far in 2026. CEO Jim Farley has said improving the quality of its vehicles is Ford's "largest near-term opportunity" to lower costs. Ford has issued 40 recalls so far this year. ...

📃Money Quote: Tech Selloff an ‘Overreaction’
The Wall Street Journal79d agobearish
📃Money Quote: Tech Selloff an ‘Overreaction’

📣 “There's nothing to support the fact that all these companies should be dumped, just because Broadcom’s got a problem...Today’s tech sell-off is an overreaction to Broadcom’s results because there’s no evidence to suggest that the AI trade is weakening.

CrowdStrike Sinks 9% as Earnings Beat Falls Short of Lofty Expectations, Weighing on Palo Alto Networks
24/7 Wall St.79d agobearish
CrowdStrike Sinks 9% as Earnings Beat Falls Short of Lofty Expectations, Weighing on Palo Alto Networks

Shares of CrowdStrike (NASDAQ:CRWD) are down 8% in early Thursday trading, changing hands near $679 after Wednesday’s close of $747.61. The move marks the cybersecurity leader’s worst single-day drop in about 22 months, despite a fiscal Q1 2027 earnings beat and a raised outlook. Cybersecurity peer Palo Alto Networks (NASDAQ:PANW) is dipping modestly in sympathy, ... CrowdStrike Sinks 9% as Earnings Beat Falls Short of Lofty Expectations, Weighing on Palo Alto Networks

Why This Cybersecurity Stock Is Dropping After Earnings
Barrons.com79d agobearish
Why This Cybersecurity Stock Is Dropping After Earnings

Shares of Netskope declined sharply Thursday after the company reported mixed fiscal 2027 first-quarter earnings, with underwhelming new annual recurring revenue. A slew of Wall Street firms lowered price targets on the cybersecurity company. Netskope stock sank 18% to $10.17 on Thursday, putting it on pace for its largest ever daily percentage decline, according to Dow Jones Market Data.

Apple’s Indian Antitrust Probe Meets Growing iPhone, AI And Services Story
Simply Wall St.79d agobearish
Apple’s Indian Antitrust Probe Meets Growing iPhone, AI And Services Story

Apple has agreed to submit local financial statements to India's competition authority as part of an ongoing antitrust probe into alleged abuse of dominance. The case comes at a time when Apple's iPhone business and production footprint in India are expanding and the company is rolling out new integration features such as native bill splitting. This development arrives ahead of an expected AI focused Siri update at WWDC, raising questions about potential regulatory penalties in a key...

Treasury Yields, Dollar Fall Amid Easing Fears of Escalation in Middle East
Barrons.com79d agobearish
Treasury Yields, Dollar Fall Amid Easing Fears of Escalation in Middle East

Falling oil prices drive Treasury yields and the dollar lower. Crude slips 3% on hopes an Israel-Lebanon ceasefire could facilitate negotiations with Iran to reopen the Strait of Hormuz. WSJ reports President Trump wants to maintain a ceasefire with Iran unless American troops are killed, easing fears of escalation.

Investing.com79d agobearish
Broadcom downgraded as Google moves to reduce reliance on chip supplier

Investing.com -- Investment bank Macquarie has downgraded Broadcom from Outperform to Neutral, citing growing concerns that key customer Google is increasingly developing its own artificial intelligence (AI) chip capabilities and diversifying suppliers. The firm also cut its 12-month price target on Broadcom by 15% to $437 per share, down from $513.

Broadcom’s Stock Tumble Could Be About More Than Just Guidance
The Wall Street Journal79d agobearish
Broadcom’s Stock Tumble Could Be About More Than Just Guidance

Broadcom’s 15% slide in premarket trading has widely been blamed on guidance that merely held steady against Wall Street’s lofty expectations. But there might be more to the story. According to Ben Barringer, head of technology research at U.

The Telegraph79d agobearish
Chip giants plunge in AI sell-off

Hundreds of billions of dollars are set to be wiped off the value of US microchip giants amid fears that the AI boom is running out of steam.

AMD’s $130,000 Decade: U.S. Chipmaker Rises from Near-Bankruptcy to AI Leader
24/7 Wall St.79d agobearish
AMD’s $130,000 Decade: U.S. Chipmaker Rises from Near-Bankruptcy to AI Leader

Ten years ago, AMD (NASDAQ:AMD) was a punchline. The stock traded around $4.16 in June 2016, the company was bleeding share to Intel, and bankruptcy chatter was still fresh. Then CEO Lisa Su shipped the Zen architecture, Ryzen launched in 2017, and EPYC began chewing through the data center. The acquisition spree followed: Xilinx for ... AMD’s $130,000 Decade: U.S. Chipmaker Rises from Near-Bankruptcy to AI Leader

When Trump Cuts Tariffs on Farm and Construction Equipment, These 5 Stocks Win Big
24/7 Wall St.79d agobearish
When Trump Cuts Tariffs on Farm and Construction Equipment, These 5 Stocks Win Big

The Trump administration is about to hand five equipment makers a margin gift, and the window to position is closing fast. I’ve been tracking this tariff-relief setup across the industrial complex for months, and per the Marketplace Morning Report’s Nova Safo, tariffs on imported agricultural and manufacturing machinery containing steel, aluminum, and copper drop from ... When Trump Cuts Tariffs on Farm and Construction Equipment, These 5 Stocks Win Big