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Baird Investment Strategist Ross Mayfield recently appeared on CNBC to push back against the prevailing narrative that the memory cycle has been permanently rewired by AI demand, framing the bull case for Micron Technology (NASDAQ:MU) as a position-management problem rather than a definite outcome. His warning comes on a charged day, with Micron reporting fiscal Q3 2026 earnings tonight, June ... Baird Strategist Warns Memory Chip Boom Won’t Last. Margins Will Compress as Hyperscalers Seek Alter

Blue-chip index adds more mega-cap tech exposure.

Oil crashed. Gold tanked. Stocks barely looked up from their proverbial phones. Meanwhile, the Dow is getting a major upgrade next week.

Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and SK Hynix and Samsung both plunging more than 12% the day after SK Hynix overtook Samsung as Korea’s most valuable company. Layered on ... $900 Billion Just Vanished as Korean Chip Stocks Crater, but the Squawk Crew Isn’t Sold on an AI Breakdown

Scott Melker hits on SpaceX's short activity, ethereum, Kalshi, CBOE, and other big crypto news headlines. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Scott Melker discusses the trading volatility and short activity around SpaceX (SPCX) — the Elon Musk-led company's stock shedding its post-IPO gains — especially as it issues its first debt sale since going public. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Anyone who bought IonQ (NYSE:IONQ) bought a specific thesis: that trapped-ion architecture will win the race to commercial quantum computing. The stock rewards conviction when headlines break the right way and punishes it just as fast when they don’t. IonQ shares moved from $29.15 to $57.45 inside a six-month window in 2025, the kind of ... Forget Betting on One Quantum Stock. This Fund Owns the Entire Field for Just 0.40%

Nike could be the next company dropped from the given its low stock price—and that might allow Berkshire Hathaway to finally make it into the venerable index. S&P Dow Jones Indices, which oversees both the Dow industrials and S&P 500 index, said that Verizon is leaving in part because its low stock price–around $46—gave the company an “immaterial impact” on the price-weighted index. Verizon’s weighting was around 0.5%, while Goldman Sachs whose stock trades for nearly $1,100 a share, has the highest weighting in the index at around 13%.

Alphabet Inc (NASDAQ:GOOG) will join the Dow Jones Industrial Average, replacing Verizon Communications Inc (NYSE:VZ, XETRA:BAC), in a reshuffle that further increases the index’s exposure to large-cap technology companies. S&P Dow Jones Indices said the change will take effect prior to...

OpenAI introduced its Jalapeño AI inference chip, developed with Broadcom silicon and Celestica rack technology, as the ChatGPT maker pushes deeper into custom hardware.

The activities of AI agents inside OpenAI, Google and Anthropic offer a glimpse of what white-collar workers can expect in their own jobs.

Alphabet's inclusion in the Dow gives the 130-year-old blue-chip index a dose of the same mega-cap tech trade already dominating the Nasdaq 100.

Berkshire Hathaway’s Q1 2026 13F filing, dated May 15, 2026, covering positions held as of March 31, 2026, offers the cleanest read yet on how Greg Abel is steering Berkshire’s $300+ billion equity book. The early-summer ritual of dissecting those moves has investors hunting for signals on where the most patient institutional capital sees value. ... 3 Stocks Berkshire Hathaway Like This June

CME (CME) has seen a stock pullback due to investor concerns over perpetual futures, but perpetuals

Dell Technologies' AI push accelerates with a record $51.3B backlog, new NVIDIA-powered servers and strong Q2 guidance driven by AI demand.

Alphabet will replace Verizon in the Dow Jones Industrial Average, but history suggests membership in the price-weighted index rarely provides a meaningful lift for newly added stocks.

Yahoo Finance Markets and Data Editor Jared Blikre and Mahoney Asset Management CEO Ken Mahoney discuss the potentially problematic spending of AI hyperscalers.

Alphabet looks poised to become bigger than Nvidia over the next decade.

For much of the past two years, investors treated quantum computing as a single investment theme. Whether a company pursued trapped-ion systems, superconducting qubits, quantum annealing, or photonic architectures mattered less than the fact that it was associated with quantum computing. Capital flowed broadly into the sector as investors searched for the next transformative technology ... Why Investors Are Finally Separating Quantum Computing Winners From Losers

In June 2026, Verizon Communications completed cash tender and exchange offers covering about US$1.86 billion of subsidiary notes while also being removed from the Dow Jones Industrial Average, where Alphabet will take its place. Together with launching simplified Simplicity and Verizon One plans to address subscriber losses, these moves signal a focus on cleaner financing and more customer-centric wireless and broadband offerings. We’ll now examine how Verizon’s Dow exit and push into...

KR's retail media, private label and digital gains show promise, but margin, transportation and pharmacy pressures keep the stock in show-me mode.

Wall Street's AI trade is expanding beyond the Mag-7. Discover emergent players and the ETFs best positioned to benefit.

Alphabet will replace Verizon in the Dow Jones Industrial Average, but history suggests membership in the price-weighted index rarely provides a meaningful lift for newly added stocks.

AI chipmaker Micron Technology (MU) is due to report its fiscal third quarter earnings results after Wednesday's market close. The company's stock has gained by 270% year-to-date in 2026. Morning Brief Host Julie Hyman, Yahoo Finance Breaking News Reporter Jake Conley, and Opening Bell Media CEO Phil Rosen discuss how much higher Micron's stock could run following this earnings report.

Alphabet Lands Coveted Dow Slot, Replacing Verizon on June 29

Alphabet Inc. (NASDAQ:GOOGL) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More. One of the leading AI stocks analysts are watching, analysts at Citizens have recently flagged Alphabet over renewed concerns related to the company’s ability to retain top AI talent. On June 22, Citizens analyst Andrew Boone reiterated a […]

Cathie Wood and ARK Invest on Tuesday purchased $49 million of Amazon, Tesla, Alphabet, Palantir, CoreWeave and Cerebras.

HSBC Holdings plc (NYSE:HSBC) is one of the UK’s highest-dividend stocks. The company has successfully paid dividends for 27 consecutive years. While the stock pays a quarterly dividend of $0.94 a share, it offers a dividend yield of 4.08%. On May 5, the company’s board approved an interim dividend payment of $0.10 per ordinary share. […]

Cloudflare announced a new initiative with Mozilla, Google, and Microsoft to standardize privacy-preserving protocols for distinguishing human and AI-generated traffic. The collaboration centers on a proposed Private Access Control Tokens (PACT) standard that aims to verify traffic without exposing personal data. The effort is positioned as an industry-wide response to rising AI-driven and automated bot activity across the internet. Cloudflare, traded as NYSE:NET, is tying this new protocol...

Alphabet will join the DJIA and Honeywell Aerospace, a spinoff from Honeywell International, will join the S&P 500.