Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned -10.6% in Q1 2026, significantly lagging the S&P 500’s -4.3% returns. The letter noted the quarter as the worst for equities since 2022, with strong corporate earnings being […]
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.
The U.S. dollar has separated from the pack, rising to the highest levels in more than a year and building on gains again Wednesday, as investors use the greenback as a sanctuary from risks tied to the global tech selloff and calibrate the impact of expected Federal Reserve interest-rate hikes over the back half of the year. There also was little change in Fed forecasts with futures indicating a 60% chance of a rate hike in September. Charalampos Pissouros, senior market analyst at XM, thinks the dollar rally is extending beyond the Fed funds trade.
The buy-the-dip mindset on hot tech stocks is currently being challenged.
(Bloomberg) -- Bitcoin spent years trying to shed its reputation as a playground for speculative retail traders. Its latest selloff is exposing the tradeoff: Wall Street brought scale and legitimacy, but the retail buyers who once helped absorb sharp declines have largely vanished.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock
China's Lingyi iTech priced its Hong Kong initial public offering at HK$10.18 per share, setting the stage to raise about HK$8.3 billion ($1.06 billion), part of which it plans to use for expanding its AI capacity. The Apple supplier seeks to capitalise on rising demand linked to AI computing and advanced hardware. It wrote in its prospectus that about 37.6% of the IPO proceeds, or roughly HK$3.07 billion, would be marked for enhancing production capacity and upgrading core manufacturing processes.
Investing.com - U.S. stock index futures were mixed on Wednesday, with the S&P 500 and Nasdaq edging higher after a bruising two-day selloff in technology and semiconductor shares. Investors were also looking ahead to earnings from memory chipmaker Micron for fresh clues on the outlook for artificial intelligence-related demand.
Wall Street stocks are expected to make a steadier start on Wednesday after a sharp technology-led sell-off in the previous two sessions, with investors now focused on Micron's earnings for clues about the health of the artificial intelligence boom. Nasdaq and S&P 500 futures were...
Elon Musk-led Space Exploration Technologies Corp surged past $200 per share following its blockbuster IPO earlier this month, but investor Gary Black of The Future Fund LLC remained unconvinced by the commercial space flight giant’s valuation. SpaceX’s Valuation Concerns In a post on X on Tuesday, Black outlined that investors were overpaying for the company’s shares following the IPO. “Investors shouldn’t be paying 150x 2026 EV/EBITDA” for SpaceX. He then drew comparisons with chipmaker NVIDIA

As tech and software stocks take a hit on Tuesday, memory chipmaker Micron Technology (MU) has dropped by as much as 12% in the session. Shares are still maintaining gains of over 270% in 2026 ahead of the company's latest earnings this Wednesday, June 24. Yahoo Finance Senior Business Reporter Ines Ferré and Mariner Wealth Advisors chief investment strategist Jeff Krumpelman take a closer look at what Wall Street is expecting from Micron's fiscal third quarter earnings results.
Don't assume some rising S&P 500 stock have gotten away from you. Analysts are unanimously supporting a few of them.
The spotlight is on chipmaker Micron Technology as it prepares to report earnings, with investors bracing for further volatility following sharp market swings fueled by large flows tied to SpaceX and a two-day boom-bust in semiconductor stocks. Last June, Micron was a well-known if somewhat obscure company with a market value of $136 billion and a long history, but not necessarily one whose quarterly earnings reports caught investors' fancy. Fast forward a year, and Micron is one of the stars of the technology rally that has sent chipmakers around the world soaring, igniting a fresh trading frenzy even after a dozen or more months of AI excitement.
U.S. stock futures were mostly higher after AI-bubble fears prompted a two-day slide in tech shares.
Cerebras shares tumbled about 14% before the bell on Wednesday after the chip designer warned that annual profit margins would undershoot first-quarter figures in its debut earnings following a blockbuster initial public offering. Cerebras forecast adjusted gross margins of 38% to 41% for 2026, compared with the 47% it reported for the first quarter. The projection is far below those of rivals such as Nvidia's mid-70% range and Advanced Micro Devices' mid-50%, even as it came above analysts' estimates of 29.58%.
For decades, your favorite sitcoms and soap operas have had hidden sponsors. In fact, the arrangement has been so pervasive that soap operas literally earned their nickname due to the sheer number of Procter & Gamble advertisements that ran between scenes. Now, nearly a century after ...
The war in Iran has had a trickle-down effect on inflation and interest rates.
Consumer group Which? permitted to lead class action on behalf of UK users over alleged anti-competitive iCloud practices.
The chip maker is seeking to tap foreign investors to fund its expansion plans as the AI boom fuels a rush for advanced chips.
Chinese tech giant Alibaba has filed a federal lawsuit against the Defense Department for designating it a military-linked firm.
By Mike Dolan June 24 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets An 8% plunge in the high-flying U.S. chip stock index on Tuesday
BlackRock Managing Director Robert Mitchnick says AI investment is draining capital away from Bitcoin, with weakness evident in Bitcoin’s 20% slide over the past month. Mitchnick Says US Debt Fears Could Reignite Bitcoin Around The Midterms Mitchnick argued on Monday that Bitcoin’s weak stretch since October has little to do with crypto-specific problems and everything to do with capital flooding into AI instead. He noted gold and other traditional inflation hedges have faced the same pressure a
(Bloomberg) -- In hindsight, the beginning of the end for the debasement trade can be traced back to Jan. 30.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallyKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsSpaceX Falls for Third Day, Erases $600 Billion in Market ValueThat’s when US President Donald Trump nom
FedEx (FDX) shares fell early Wednesday after the company provided a calendar-year earnings outlook
(Bloomberg) -- Hedge fund manager Lee Robinson notched a 900% gain during the global financial crisis by turning a $20 million position into $200 million with timely bets against the US subprime mortgage sector. Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallyKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsS
Brussels is set to approve Paramount’s $111bn takeover of Warner Bros Discovery provided the company accepts certain remedies, in a move that...
Take-Two Interactive Software on Wednesday priced "Grand Theft Auto VI" at $79.99 and stuck to its previously announced November 19 release date, bringing the industry's most anticipated title closer to launch after multiple delays. The price makes "GTA VI" one of the most expensive base versions of a top-tier game, pushing it above the $69.99 ceiling that blockbusters such as Sony's "Ghost of Yōtei" and Nintendo's "Legend of Zelda: Tears of the Kingdom" have held for years. The "Ultimate Edition" of the game will cost $99.99 and add exclusive vehicles, weapons and apparel woven into the story of Jason and Lucia, the protagonists of the game, Take-Two said.
NIKE is set to announce its fourth-quarter earnings this month, and Wall Street expects the company’s EPS to decrease by double digits.
FedEx touts premium revenue mix, cost savings and stronger cash flow as it resets its calendar 2026 outlook after a solid fiscal fourth quarter.
Amazon’s chief executive has said that power is the “single biggest constraint” in its cloud and artificial-intelligence business. Here, Amazon has an incumbent advantage. It is the world’s largest cloud provider and has been building a lot of data centers over the past two decades.
(Bloomberg) -- The volatility in South Korea’s benchmark equity index has become so extreme that investors and analysts are likening the market’s surging intra-day swings to the meme-stock frenzy.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumb
Every technology boom eventually gets a villain the public can picture. For the railroads, it was land grabs. For artificial intelligence (AI), it became a data center quietly drinking a town's water while a chatbot wrote someone's emails. That picture is not imaginary. Massive computing warehouses ...