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Burry highlighted data compiled by Bloomberg that showed that Alphabet, Microsoft, Amazon, Meta, Oracle, Micron, and Tesla detracted from the benchmark S&P 500 index's performance since the start of June.

Wall Street futures pointed higher pre-bell Monday on softer oil prices and statements from Tehran a

(Bloomberg) -- The implosion of the once-hot market for cryptocurrency treasury stocks is prompting a number of firms to pivot to artificial intelligence in an attempt to win back investors. So far, it isn’t working. Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks and Bonds Rall

Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.

By Mike Dolan July 27 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets A pause in the Iran conflict and a sizeable retreat in crude oil

Plus, America’s big cities are rapidly losing kids, and Trump puts off a major escalation of his military campaign against Iran.

Zynga founder Mark Pincus breaks down to Yahoo Finance Executive Editor Brian Sozzi the explosive creation of Farmville, the hard truths of scaling a massive gaming empire, and what it was really like investing in a young Mark Zuckerberg during the early days of Facebook.

US equity investors will focus on big-tech earnings, inflation, and the Federal Reserve policy meeti

Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla, there are two industry leaders that stand out for all the right reasons.

(Bloomberg) -- US companies that are integrating artificial intelligence capabilities are well positioned this earnings season as they’re poised for stronger profit margins, according to Morgan Stanley strategists.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Re

Tech companies are rallying behind open weight AI models — and not just the usual suspects.

July 27 (Reuters) - Wall Street's main stock index futures rose on Monday as the United States and Iran announced a pause in hostilities over the weekend, sending oil prices sharply lower.

Despite the futures rebound, retail investors remain cautious. Stocktwits data showed retail sentiment is ‘bearish’ on SPY and QQQ.

Alphabet's results raised expectations for Microsoft, Meta Platforms, Apple and Amazon as investors focus on cloud growth, AI spending and upcoming Magnificent Seven earnings.

AMD CEO Lisa Su has made bold moves to position AMD as an AI winner.

Is Meta a customer or a competitor? Or is it both?

As per The Kobeissi Letter, the S&P 500's net profit margin is on track to surge to 15.7% for Q2 2026, the highest since 2009.

Three of the biggest AI budgets on Earth seem to just keep growing. The company selling the hardware fell anyway.

Microsoft, Apple, Amazon and SK Hynix report this week as investors test Big Tech's AI spending against real returns.

The multiple has come down while the growth rate has gone up. Wednesday decides whether that gap is an opportunity or a warning.

(Bloomberg) -- Meta Platforms Inc.’s Facebook and Instagram have served thousands of ads for AI “nudify” apps in breach of the company’s policies, delivered by one of its few advertising partners in China, according to the nonprofit Tech Transparency Project.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals Anew Wi

Both stocks are cheaper than the S&P 500.

This is a huge earnings week, with nearly a third of S&P 500 companies reporting. The Fed is expected to hold rates steady after its confab ends Wednesday, and we’ll see key inflation data on Thursday.

Markets face the week's most consequential moment Wednesday at 2:00pm when the Federal Reserve announces its rate decision and Fed Chair Kevin Warsh holds his first post-decision press conference, setting policy direction.

The stakes are high as hundreds of billions of dollars flow into AI data centers.

Buying all seven tech giants together made investors rich during the AI boom, but the basket trade has quietly become a drag on portfolios. Some of these companies are pulling ahead while others face serious questions about whether AI will ever pay off for them.

Hyperscaler cash levels will be a key focus in the coming week as Apple, Amazon, Meta and Microsoft report.

A report stating that Meta Platforms intends to sell its excess cloud computing capacity doesn't bode well for CoreWeave.

Investing.com -- Barclays said a sharp slowdown in share buybacks by major U.S. technology companies is unlikely to weigh significantly on the broader equity market, arguing that investors have increasingly rewarded growth over capital returns as artificial intelligence spending accelerates.

Earnings reports from four of the world’s largest tech companies, a decision on interest rates, and key economic data releases will be in focus this week.