Actualités

Consensus already expects the revenue boom to fade, leaving margin to do much of the work of bringing the multiple down.

Michael Burry is still short, still warning of a shock on the scale of 1987, and doing so while the Dow sits near all-time highs and the VIX barely stirs. His reasoning traces back to a single, rarely seen S&P 500 signal he says has only appeared three times since 1999.

Stock Market Today: The Dow Jones index falls Monday as oil prices climb amid a lack of progress in U.S.-Iran talks. SpaceX stock rallies.

Astec lowers 2026 EBITDA outlook as asphalt order delays pressure shipment timing, while Materials Solutions demand and cash flow provide support.

Astec's Q2 sales top estimates and backlog surge, but higher interest expense and a lower 2026 EBITDA outlook weighed on earnings.

Michael Burry sounds the alarm on a 1987-style selloff despite fresh market highs

Calm markets may be encouraging investors to take greater risks

The "Big Short" investor said all his short positions remain profitable except his bet against Nvidia stock

While the S&P 500 just hit a record high and the AI trade roars back to life, one famous short seller is keeping his bearish bets intact and warning that the market's own mechanics could turn a celebration into a collapse.

The power business now earns more profit than the famous yellow machines do.

By Stefano Rebaudo Aug 4 (Reuters) - European stocks climbed alongside U.S. futures on Tuesday, although a rebound in oil prices underscored market scepticism that the U.S.-Iran war would be resolved

U.S. stock futures rose while oil edged higher in early European trade as investors also await U.S. job openings data for the month of June.

Stocks stabilised in Asia on Tuesday after last week's tech-led rollercoaster ride as investors tracked a record day on Wall Street, while oil prices edged up after their recent plunge with Donald Trump and Iran giving conflicting views on peace talks.Oil prices rose around one percent, having plunged five percent Monday, on hopes for a US-Iran deal to reopen the Strait of Hormuz.

Generac's 23.6% monthly slide offers a selective buying chance amid data-center strength and rising estimates but residential and margin risks remain.

Wall Street futures pointed moderately higher pre-bell Monday after President Donald Trump, over the

Fed Chair Kevin Warsh reassured markets about a resilient economy, but geopolitical uncertainty remains the major factor for most interested parties right now.

Baird reduced its price target by $300 as data-center restrictions created new risks for Caterpillar's power-equipment growth.

The Dow dropped over 900 points as Iran tensions pushed oil prices sharply higher. Semiconductor stocks extended their brutal weekly decline.

Caterpillar stock sinks as Baird downgrades it to Neutral. Here’s why the firm turned bearish on CAT shares today.

The brokerage stated that growing opposition to data centre construction could weigh on demand for construction equipment and compress Caterpillar's valuation.

Vertiv Holdings (VRT) stock sinks on Wednesday after missing its second quarter earnings estimates despite its increase to full-year guidance. Vertiv is a major player in AI data center infrastructure. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to weigh in on the outlook for the rest of the major companies participating in the AI infrastructure buildout.

Baird analyst Mig Dobre bumped the shares to Hold from Buy. His price target dropped by $300, to $900 each.

Investing.com -- Baird downgraded Caterpillar to Neutral from Outperform and cut its price target to $900 from $1,200, arguing that mounting U.S. state and local regulations targeting data center development could slow equipment demand from 2027 onward, even as the company's near-term order book remains strong.

US market liveblog: stocks set for mixed open ahead of Fed decision US stocks are set for a mixed open on Wednesday as investors look ahead to the Federal Reserve's latest interest-rate decision, while renewed tensions in the Middle East and continued pressure on semiconductor stocks cloud...

Caterpillar's strong order and backlog growth are likely to slow in 2027 and 2028, Baird projected on Wednesday, highlighting the recent New York data center moratorium as an example of growing state and local regulatory pushback. CAT stock dragged the Dow Jones into the red before Wednesday's open, as S&P 500 futures pointed higher. Baird downgraded CAT to neutral from outperform, cutting its price target to 900 from 1,200, according to The Fly investment news site.

Baird analyst Mig Dobre bumped the shares to Hold from Buy. His price target dropped by $300, to $900 each.

Caterpillar has benefited from AI's growing demand for power, but is it worth buying the stock?

Industrial stocks bucked a falling market on Thursday. The State Street Industrial Select Sector SPDR ETF popped back into in a buy zone, led by gap-ups and breakouts for CSX, RTX and others. Many holdings in this exchange traded fund delivered blowout earnings this week.

US equities (^DJI, ^IXIC, ^GSPC) closed Friday's session in negative territory — led by the Nasdaq Composite's 1.4% drop — all three of the market indexes seeing weekly losses amid the recent sell-off in semiconductor stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's market moves, taking a closer look at the losses in semiconductor stocks and the gains seen across the software landscape.

Stock Market Today: The Dow Jones index dropped Friday as Netflix stock plunged on earnings. SpaceX shares sold off on a canceled test flight.