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25,521 signal articles · 27 in last 24h · 122,266 total before filter · latest 1h ago
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Bloomberg36d agoneutral
Neglected Quant Safety Trade Makes a Comeback as AI Risks Rise

(Bloomberg) -- As worries build around the artificial intelligence trade, investors are starting to seek shelter in a more pedestrian corner of the stock market: companies with sturdy finances.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Markets WrapUS Cyclospora Outbreak Tied to

Investing.com36d agobullish
HSBC upgrades Apple to Buy, sees "strong cycle ahead"

Investing.com -- HSBC analyst Nicolas Cote-Colisson upgraded Apple to Buy from Hold and raised its price target on the iPhone maker’s shares to $366 from $260 in a note Friday, saying it is at "an operational turning point" as AI capabilities and a strong product pipeline support growth.

Netflix Poised for Biggest One-Day Drop in Years
The Wall Street Journal36d agobearish
Netflix Poised for Biggest One-Day Drop in Years

Netflix shares are trading down more than 10% premarket after the company issued a third-quarter revenue forecast that raised concerns about its growth. The decline took off in earnest last year when Netflix was exploring a bid for Warner Bros. Discovery’s studio and streaming service. Netflix joins a list of other companies—including PayPal—whose stock soared during the pandemic and the following years, only to stumble as investors' attention turned to other areas of the market.

Meta (META) Faces Employee Lawsuit Over AI Assisted Layoffs
Simply Wall St.36d agobearish
Meta (META) Faces Employee Lawsuit Over AI Assisted Layoffs

Meta Platforms (NasdaqGS:META) has been hit with a federal lawsuit filed by employees over AI-assisted layoffs. The suit alleges that Meta's use of AI in personnel decisions discriminated against protected groups, including workers with disabilities and pregnant employees. Plaintiffs are seeking to halt further layoffs and are calling for an independent audit of Meta's AI systems used in workforce management. Meta Platforms, the parent company of Facebook, Instagram, WhatsApp and other...

Morning Bid: Chips and ships
Reuters36d agoneutral
Morning Bid: Chips and ships

By Anna Szymanski July 17 (Reuters) - From the Editor Hello Morning Bid readers! We can’t seem to get away from semiconductors and straits.

Bloomberg36d agoneutral
Hyperscalers Are Dragging Down Bond Gauges Across Global Markets

(Bloomberg) -- The bonds sold by hyperscalers to fuel their artificial intelligence ambitions have become a drag on investor portfolios from London to Tokyo.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Markets WrapUS Cyclospora Outbreak Tied to Taco Bell Lettuce From MexicoFrom fa

Bloomberg36d agoneutral
IBM’s Warning Is a ‘Hammer’ Slamming Down on Tech’s AI Outsiders

(Bloomberg) -- International Business Machines Corp.’s warning this week that its sales are falling well short of expectations highlights a growing divide between artificial intelligence winners and everyone else in the tech universe.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Ma

TSMC hikes 2026 guidance as AI demand outpaces capacity
TheStreet36d agoneutral
TSMC hikes 2026 guidance as AI demand outpaces capacity

ASML Holding raised its full-year sales guidance on July 15 for the second time in 2026, and investors treated it as confirmation that the AI buildout still has room to run. A day later, Taiwan Semiconductor Manufacturing (TSM) did almost the same thing, lifting its own 2026 outlook for the second ...

Bloomberg36d agoneutral
Circle Gets Street-Low Target as Stablecoin Competition Heats Up

(Bloomberg) -- Circle Internet Group Inc. shares have lost more than three-quarters of their value from the highs seen just after their initial public offering last year and as more stablecoins come to market, one analyst is warning it could get worse.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian T

Stocks sink as chip rout deepens, oil set for weekly gain
Reuters Videos36d agoneutralVIDEO
Stocks sink as chip rout deepens, oil set for weekly gain

<body><p>STORY: A brutal selloff in chipmakers spread through global markets on Friday.</p><p>It led to a rout across Asia and also saw European shares open lower.</p><p>It follows a shift in investor sentiment about an AI-driven rally as they reassessed its durability.</p><p>Investors fled risk across Asia, which sent MSCI's broadest index of Asia-Pacific shares outside Japan down 2.7%.</p><p>While the Nikkei tumbled more than 5%.</p><p>Taiwan's stock market plunged more than 6% for its worst day since U.S. President Donald Trump's "Liberation Day" tariffs.</p><p>Hong Kong's Hang Seng Index also slid 2.5%.</p><p>The selloff came even as Taiwan's TSMC announced second-quarter profit that blew past forecasts earlier in the week.</p><p>Another AI-exposed firm in ASML also raised its sales forecasts earlier this week.</p><p>Markets in South Korea were closed on Friday for a holiday.</p><p>It came a day after authorities announced they would temporarily ban new listings of exchange-traded funds (ETFs) tied to certain major tech firms.</p><p>They will also raise minimum required deposits for retail investors to invest in such products as they try to lower&nbsp;volatility.</p><p>Oil prices were also on the rise in commodities.</p><p>Brent crude futures crept up 0.1% at just over $84 a barrel.</p><p>Iran said it launched fresh attacks on U.S. facilities in the Gulf on Friday.</p><p>That comes after a sixth consecutive night of U.S. strikes on Iranian military facilities.</p><p>Brent and U.S. crude futures were due to rise more than 10% each for the week.</p></body>

The Semiconductor Selloff Is Going From Bad to Worse
The Wall Street Journal36d agobearish
The Semiconductor Selloff Is Going From Bad to Worse

19% That's how much the PHLX Semiconductor Index has tumbled from its June high. The index's biggest components include AI heavyweights including Nvidia, Micron Technology, Broadcom and Applied Materials, all of which have come under pressure in recent weeks.