July 28 (Reuters) - The Nasdaq opened lower on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Stock Market Today: The Dow Jones index rose, but tech futures dropped as chip stocks Micron and Sandisk dived. Coca-Cola jumped on earnings.
Boeing cleared Q2 sales estimates as commercial airplane deliveries grow. FAA highlights seat installation issue. BA stock rises.
Leveraged ETFs posted huge gains last week despite a weak market, driven by rallies in crypto, AI infrastructure, defense and energy-related stocks.
United Parcel Service reports adjusted second-quarter earnings per share of $1.76. Wall Street was looking for $1.66.
Investing.com - U.S. stock futures were mixed on Tuesday as renewed concerns over artificial intelligence spending weighed on semiconductor stocks ahead of a pivotal week featuring mega-cap technology earnings and the Federal Reserve’s latest interest rate decision.
Wall Street is heading for another mixed session on Tuesday, with blue-chip gains offset by concerns about AI spending and Chinese competition weighing on some technology stocks. Dow Jones futures were up 317 points, or 0.6%, but the Nasdaq has been called 1% lower, with S&P 500 futures...
Wall Street analysts are busy reshuffling their ratings ahead of the Fed meeting, with surprise double-upgrades, dramatic target cuts, and fresh initiations spanning surgical robots to cybersecurity. Find out which names made the biggest moves today.
US equity futures traded without a clear direction on Tuesday as investors prepared for a pivotal week of corporate earnings, while attention also turned to the Federal Reserve’s policy meeting and ongoing geopolitical developments in the Middle East. By 07:43 GMT, Dow Jones futures were up 41 points, or 0.
SpaceX just won’t stop going down. Shares are very close to the $100 level where Morgan Stanley analyst Adam Jonas believes the company is getting no value for its AI business. Jonas’ $100 price observation isn’t too far from the $90 Barron’s suggested SpaceX was worth about a week before the IPO.
Ford reports second quarter results on Tuesday. Wall Street is looking for second quarter operating profit of $2.1 billion from sales of $47.2 billion.
Enterprise AI agents were meant to be the breakout software offering for 2026, yet instead they’ve become one of the major sources of buyer distrust. According to Anaconda and Forrester research, over 88% of AI agent pilots never reach production, as confirmed by independent polls from a16z and MIT Sloan’s CIO panel, while Gartner predicts […]
Tech stocks looked set to drop again on Tuesday as investors continued to ditch chip makers, which got hammered the previous session due to concerns about fierce competition from China. Nasdaq 100 futures declined 0.
Who's ready for another round of tariffs?
SINGAPORE, July 28 (Reuters) - Asian markets fell on Tuesday led by chipmakers on unease about the massive funding demands of the AI boom, while a slide in oil prices did relatively little to lift
Markets are largely focused on pivotal earnings from major hyperscalers this week, including Amazon.com, Apple, Meta and Microsoft.
International Business Machines — more commonly known as IBM or “Big Blue” — is far older than most of its peers in the computing technology industry. But while it was founded more than a century ago, its current operations span the gamut of cutting-edge technologies, from cloud-based ...

<body><p>STORY: Wall Street ended mixed on Monday, with the Dow gaining half a percent, the S&P 500 virtually flat and the Nasdaq dropping marginally.</p><p>Investors awaited earnings results from Big Tech companies this week, including Microsoft, Amazon, Meta and Apple. Of the four, only Apple has seen significant gains this year, with investors concerned about future returns on massive AI spending.</p><p>Skyler Weinand is chief investment officer at Regan Capital.</p><p>"If they don't come out and beat [estimates], they're going to sell off even further. You're going to see some profit taking. You're going to see some hedge funds and retail [investors] potentially pack it in for the rest of the year, sitting up 10 to 15%. I don't blame them. // I don't really see the opportunity for these companies that have run so much over the past 18 to 24 months on that AI build out. I don't see that as a huge buying opportunity. I would rather be looking at some of the companies that have fallen behind a little bit. Auto manufacturers are having their day right now. Defense companies are having their day. Some of these companies that will continue to print earnings regardless of what comes from AI build out."</p><p>The Philadelphia semiconductor index extended its recent selloff, falling more than 2%. It is down 21% from its record high close on June 22 but remains up 63% in 2026.</p><p>Chinese chipmaker CXMT's stellar debut on Monday and a report that the country has started manufacturing homegrown deep ultraviolet chipmaking tools also signaled intensifying competition for the U.S. semiconductor industry.</p><p>Meanwhile, oil prices slid after President Donald Trump said the administration was having "good talks" with Iran, but warned that U.S. strikes would resume if the negotiations failed to deliver.</p><p>Shares of Occidental Petroleum fell more than 4% and Exxon Mobil also closed lower.</p><p>Traders this week will also turn their attention to Tuesday's start of the Federal Reserve's two-day policy meeting, with traders projecting a more than 60% chance that the central bank will leave rates unchanged, according to CME's FedWatch tool.</p></body>