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" Throw your soldiers into positions whence there is no escape, and they will prefer death to flight. If they will face death, there is nothing they may not achieve." Sun Tzu, The Art of War Textbook macroeconomics says surging benchmark yields should crush high-multiple growth stocks and chill aggressive corporate inv
U.S. stocks look set to open in the green on Wednesday, with futures of the Dow Jones, S&P 500, and Nasdaq 100 indices rising, following Tuesday’s lower close. Before the opening bell, all eyes will be on the latest Personal Consumption Expenditures (PCE) price index, the Federal Reserve’s preferred inflation gauge, fo
Meta Platforms Inc (NASDAQ: META ) is taking its AI spending spree to a new funding market. The company is preparing to tap Europe’s bond market for the first time this autumn, turning what was once a U.S.-centric borrowing story into a global one. For investors, the more important signal is where AI companies are find
Investors who spent the past two years chasing the AI trade through Magnificent Seven stocks would have made far more money buying a company that turns crude oil into fuel. Valero Energy Corp. (NYSE: VLO ) traded at $415 on Friday morning after setting a fresh record intraday high of $416.66. The stock has now rallied
Main US indexes turn redDow is weakest off ~0.5%, Nasdaq strongest, off ~0.1% Energy leads S&P 500 sector gainers; Materials is biggest loser Euro STOXX 600 index down >1% Dollar, gold rise; US crude up ~0.9%; bitcoin rallies >5% US 10-year Treasury yield rises to ~4.99% Welcome to the home for real-time coverage of ma
The AI spending boom has become two things at once. It is the trade investors are most sure about, and the place they think a credit accident is most likely to start. In Bank of America’s September Global Fund Manager Survey, 53% named buying global semiconductor stocks the most crowded trade in the market. A crowded t
Future Fund’s Gary Black said Broadcom trades at a lower valuation than the Magnificent Seven after its post-earnings drop. He called AVGO the cheapest of the “Mag 8” on 2026 P/E versus long-term EPS growth at 0.9x.
Nvidia said it expects third-quarter revenue of $108 billion, above Wall Street’s $103.52 billion estimate, after reporting second-quarter revenue of $96.22 billion and adjusted EPS of $2.22.
Nvidia Corp. is set to report fiscal second-quarter results Wednesday after the bell, with Wall Street expecting $2.07 in adjusted EPS on $91.91 billion in revenue and the company guiding to $91 billion, plus or minus 2%.
Marvell Technology remains one of JPMorgan’s top semiconductor picks, with the firm expecting fiscal second-quarter results in line with or slightly above consensus and third-quarter revenue guidance above the Street estimate.
The 30-year Treasury yield touched 5.33%, its highest since June 2007, while long-dated government yields also rose in Japan, Germany, France and the UK.
Mohamed El-Erian says the U.S. Treasury’s move to at least double liquidity-support buybacks for long-dated bonds is a short-term “Band-Aid,” while Treasury says the change runs Sept. 9 through Nov. 4.
The New York Fed’s Empire State manufacturing index rose to 20.6 in August from 15.6 in July, above the 10.0 consensus estimate, while new orders, shipments and employment remained positive.
Steve Eisman says AI depends heavily on OpenAI and Anthropic and calls that an “Achilles’ heel,” but says it is too early to short the boom without evidence of deterioration.
Microsoft is highlighted as the strongest projected free-cash-flow generator among hyperscalers in 2027, while Alphabet and Meta are projected to remain negative and Amazon thinly positive, based on third-party estimates rather than company guidance.
S&P 500 may reach 9,000 driven by AI adoption boom
Jane Street is reportedly seeking to refinance roughly $11 billion of debt through a private credit deal involving investors including PIMCO, which could support further investment in artificial intelligence (AI) infrastructure. Private Credit Deal Could Fuel AI Expansion The trading firm is discussing moving its debt
On Monday, Palantir Technologies, Inc. (NASDAQ: PLTR ) shares surged nearly 15% in after-hours trading as Wall Street commentators praised the AI software company’s blowout second-quarter results and raised outlook. Jim Cramer, Analysts React to Palantir’s Blowout Quarter CNBC’s Jim Cramer took to X and reacted to Pala
AMZN +5.5% GOOGL +4.4% META +4.4% MSFT +4.9% TSLA +2% as large cap names in Mag 7 surging; QQQ only +0.7% as semis remain weak SOX -3.1%
Senators from across the aisle have reportedly sent a letter to Apple Inc. (NASDAQ: AAPL ) CEO Tim Cook, urging the company to refrain from using memory chips from ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corp (YMTC) in its devices, even if the products are meant solely for the Chinese market
Credit-default swaps, the derivatives synonymous with the 2008 financial crisis, are becoming Wall Street’s preferred system for dealing with the rampant artificial-intelligence spending boom. As hyperscalers tap out their cash flows and increasingly reach into the debt market, investors are paying for protection again
U.S. equities clawed back Wednesday’s post-Fed losses by midday Thursday, with a blowout cloud print from Microsoft Corp. (NASDAQ: MSFT ) reviving the artificial intelligence trade and dragging beaten-down semiconductor names sharply higher. The Nasdaq 100 led with a 3.1% advance, though a 19-year high in long-dated Tr
Two of America’s largest companies reported earnings this week. Neither was punished for what it sold. Both were punished for what they spent. Alphabet Inc. (NASDAQ: GOOGL ) lost $294 billion in market value on Thursday, the largest single-session loss in the company’s history. Tesla Inc. (NASDAQ: TSLA ) suffered its w
Alphabet Inc. (NASDAQ: GOOG ) (NASDAQ: GOOGL ) just erased $294 billion in market value in a single session — roughly the size of an entire Palantir Technologies Inc. The 7.1% plunge marked Alphabet’s worst trading day since May 2025 and the largest one-day destruction of shareholder value in the company’s history. The
U.S. stocks extended their slide on Thursday as Brent crude vaulted above $100 a barrel and the 10-year Treasury yield climbed to an 18-month high, while concerns over Alphabet Inc.’s (NASDAQ: GOOGL ) rising AI capital expenditures overshadowed an otherwise strong quarterly report and added to investor unease following
Trump's Schedule ECB Rate Prep Daily Prep Articles Week Ahead Prep Articles Upcoming Earnings Estimates July 22 GOOGL 16:00 ET EPS: $2.90 Rev: $101.07B TXN 16:00 ET EPS: $1.93 Rev: $5.23B TSLA 16:05 ET EPS: $0.51 Rev: $26.31B IBM 16:10 ET EPS: $2.97 Rev: $17.55B July 23 TMO 06:00 ET EPS: $5.72 Rev: $11.7B LMT 06:30 ET
Trump's Schedule ECB Rate Prep Daily Prep Articles Week Ahead Prep Articles Upcoming Earnings Estimates July 22 GOOGL 16:00 ET EPS: $3.02 Rev: $103.02B TXN 16:00 ET EPS: $1.93 Rev: $5.23B TSLA 16:05 ET EPS: $0.51 Rev: $26.31B IBM 16:10 ET EPS: $2.97 Rev: $17.55B July 23 TMO 06:00 ET EPS: $5.72 Rev: $11.7B LMT 06:30 ET
Trump's Schedule ECB Rate Prep Daily Prep Articles Week Ahead Prep Articles Upcoming Earnings Estimates July 22 GOOGL 16:00 ET EPS: $2.90 Rev: $102.26B TXN 16:00 ET EPS: $1.93 Rev: $5.23B TSLA 16:05 ET EPS: $0.51 Rev: $26.31B IBM 16:10 ET EPS: $2.97 Rev: $17.55B July 23 TMO 06:00 ET EPS: $5.72 Rev: $11.7B LMT 06:30 ET
Trump's Schedule ECB Rate Prep Daily Prep Articles Week Ahead Prep Articles Upcoming Earnings Estimates July 22 GEV 06:30 ET EPS: $3.16 Rev: $10.77B T 06:35 ET EPS: $0.59 Rev: $31.77B GOOGL 16:00 ET EPS: $3.20 Rev: $102.05B TXN 16:00 ET EPS: $1.93 Rev: $5.23B TSLA 16:05 ET EPS: $0.51 Rev: $26.31B IBM 16:10 ET EPS: $2.9
Trump's Schedule ECB Rate Prep Daily Prep Articles Week Ahead Prep Articles Upcoming Earnings Estimates July 22 T 06:35 ET EPS: $0.59 Rev: $31.77B GOOGL 16:00 ET EPS: $3.20 Rev: $102.05B TXN 16:00 ET EPS: $1.93 Rev: $5.23B TSLA 16:05 ET EPS: $0.51 Rev: $26.31B IBM 16:10 ET EPS: $2.97 Rev: $15.92B July 23 TMO 06:00 ET E