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Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock
Bloomberg104d agoneutral
Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock

(Bloomberg) -- The S&P 500 Index has had a fitful 2026 as it aims for a fourth-straight year of double-digit percentage gains, something it hasn’t done since the 1990s, while contending with risks from the war in Iran and rising inflation. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksGoldman CEO Slides Into Musk’s DMs During Bid to

Bloomberg104d agoneutral
Walmart Flags Higher Fuel Costs Eroding Retailer’s Earnings

(Bloomberg) -- Walmart Inc. warned that fuel costs are squeezing the company’s bottom line and could lead to higher prices for shoppers.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksGoldman CEO Slides Into Musk’s DMs During Bid to Lead SpaceX IPONvidia Tells Skeptical Investors AI Is Ready to Go MainstreamIn the latest quarter, the

Deere (DE) Reports Q2 Earnings: What Key Metrics Have to Say
Zacks104d agoneutral
Deere (DE) Reports Q2 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Deere (DE) give a sense of how its business performed in the quarter ended April 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Anthropic in talks to use Microsoft's AI chips, The Information reports
Reuters104d agoneutral
Anthropic in talks to use Microsoft's AI chips, The Information reports

Anthropic is in talks to rent servers powered by Microsoft-designed chips to meet rising demand for its AI services, The ‌Information reported on Thursday, in what would be a major boost ‌for the tech giant's in-house chip efforts. The Claude creator's talks to rent the chips are still ​early and may not lead to an agreement, the report said, citing two people who spoke to executives involved in the discussions. Microsoft and Anthropic did not immediately respond to Reuters requests for comment.

Treasury Yield Rise Slows as Markets Watch Peace Talks, Macro Indicators
Barrons.com104d agoneutral
Treasury Yield Rise Slows as Markets Watch Peace Talks, Macro Indicators

Treasury yields give back some of their overnight increases as markets wait for a U.S.-Iran peace deal while U.S. indicators support the Fed's wait-and-see approach. Weekly requests for unemployment benefits decline to 209,000 from an upwardly revised 212,000, versus WSJ consensus of 210,000.

The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging
24/7 Wall St.104d agoneutral
The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging

The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) keeps rising more and more, no matter how “bad” the news gets. Since Election Day 2024, the index is up 30%, a run that has absorbed a shooting war with Iran, a tariff regime that rewrites itself by tweet, and an inflation print that refuses to behave. The ... The “Don’t Fight Trump” Trade Is Working: S&P 500 Ignores Everything and Keeps Surging

Major takeaways from Magnificent Seven's AI-fueled earnings
Reuters104d agoneutral
Major takeaways from Magnificent Seven's AI-fueled earnings

The latest quarterly earnings from Big Tech companies have given investors ample reason to stay invested in the AI trade, helping lift equities despite the unprecedented disruption in ‌the oil markets that has clouded the economic growth outlook. Nvidia rounded out the results from the so-called ‌Magnificent Seven that includes Alphabet, Apple, Microsoft, Amazon.com, Meta Platforms and Tesla. Revenue ​growth at the Magnificent Seven remains highly uneven, with Nvidia's blistering pace helping maintain its dominant lead.

Macrohard and Terafab: The Tesla and SpaceX Joint Ventures Wall Street Hasn’t Priced In
24/7 Wall St.104d agoneutral
Macrohard and Terafab: The Tesla and SpaceX Joint Ventures Wall Street Hasn’t Priced In

Tucked inside SpaceX’s pre-IPO S-1 filing are two project names most investors have never heard. Macrohard is an agentic AI software platform, and Terafab is a vertically integrated chip fabrication initiative. Tesla is the partner on both. SpaceX disclosed that financial terms, intellectual property rights, and the ultimate term of the collaboration are not yet ... Macrohard and Terafab: The Tesla and SpaceX Joint Ventures Wall Street Hasn’t Priced In

Why Tesla Stock Is Up After the SpaceX IPO Filing
Barrons.com104d agoneutral
Why Tesla Stock Is Up After the SpaceX IPO Filing

Tesla stock rose early Thursday after SpaceX filed its IPO registration statement, fueling speculation about a megamerger between the two companies as their ties and overlap deepen. Tesla stock was up 1.2% in premarket trading at $422.18, while and futures were down 0.3% and 0.2%, respectively. The move comes after the Wednesday evening release of SpaceX’s IPO filings.

Bloomberg104d agoneutral
Blockchain.com Files Confidentially for Initial Public Offering

(Bloomberg) -- Blockchain.com Group Holdings Inc., one of the oldest crypto exchanges, has filed confidentially with the US Securities and Exchange Commission for an initial public offering, joining the spate of digital asset companies seeking to go public amid one of the most turbulent periods for the sector. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond M

Forget SpaceX and OpenAI IPOs. This Is the Hot New Listing to Watch.
Barrons.com104d agoneutral
Forget SpaceX and OpenAI IPOs. This Is the Hot New Listing to Watch.

For all the hype over those two IPOs, South Korea’s SK Hynix could be the hottest new AI story for American investors in the coming weeks. The memory-chip maker has already filed an application to list American depositary receipts with the Securities and Exchange Commission. The size and pricing of the listing haven’t been decided, but SK Hynix could raise up to $10 billion according to local Korean media reports.

Musk Has Complete Control of SpaceX, and  4 More Takeaways From the IPO Filing
Barrons.com104d agoneutral
Musk Has Complete Control of SpaceX, and 4 More Takeaways From the IPO Filing

The S-1 IPO registration statement for Elon Musk’s rocket company SpaceX arrived late Wednesday afternoon. SpaceX is going after what it describes as a $28.5 trillion addressable market “to build the systems and technologies necessary to make life multiplanetary, to understand the true nature of the universe, and to extend the light of consciousness to the stars.” The IPO is expected to raise a record amount of money, valuing Elon Musk’s company at roughly $2 trillion—enough to turn the world’s richest person into a trillionaire.

You Do Not Need 30 Years of Federal Service to Build a Pension. Here Is the $495,000 Dividend Portfolio That Pays Like One
24/7 Wall St.104d agoneutral
You Do Not Need 30 Years of Federal Service to Build a Pension. Here Is the $495,000 Dividend Portfolio That Pays Like One

A federal employee retiring at 62 after 30 years of service with a “high-3” salary average of $90,000 would receive an estimated FERS basic pension benefit of roughly $29,700 annually, based on the standard formula: 1.1% × 30 years × $90,000. For private-sector workers without access to a defined-benefit pension, that figure provides a useful ... You Do Not Need 30 Years of Federal Service to Build a Pension. Here Is the $495,000 Dividend Portfolio That Pays Like One

Jamie Dimon Says JPMorgan Is Revving Up for an AI Banking Pivot
Barrons.com104d agoneutral
Jamie Dimon Says JPMorgan Is Revving Up for an AI Banking Pivot

Higher interest rates could trigger a recession, JPMorgan Chase CEO Jamie Dimon has warned, as the market frets that a flare-up in inflation will bolster the case for central banks to tighten monetary policy. Dimon also discussed JPMorgan’s artificial-intelligence strategy in the interview in Shanghai, saying that the company was using the technology for risk, fraud, marketing, design, and several other functions. “It’s the tip of the iceberg, it’s moving very quickly,” Dimon added, predicting that JPMorgan would hire more AI talent and fewer bankers in certain categories.

Bloomberg104d agoneutral
Anthropic’s New Consulting Venture Makes Its First Acquisition

(Bloomberg) -- The new artificial intelligence enterprise services firm backed by Blackstone Inc., Anthropic PBC and Hellman & Friedman has picked a San Francisco firm called Fractional AI as the operational centerpiece of the as-yet unnamed venture. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI I