Goldman Sees Few Fed Hikes Ahead, Says Stocks Could Rally
Goldman strategist Vickie Chang said markets are pricing three additional Fed rate increases, while Goldman economists expect one more hike. The report says stocks could rally.
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T1 Energy Shares Rise 16.98% as AI Optimism Lifts Chip Stocks
T1 Energy shares rose 16.98% to $2.47 as investors bought technology and semiconductor stocks following Anthropic’s S-1 filing for a planned IPO. The stock was trading near its 52-week low of $2.21.
Morgan Stanley’s Mike Wilson Sees S&P 500 Reaching 8,500 by Mid-2027
Morgan Stanley strategist Mike Wilson says the market correction is nearly over and sees the S&P 500 potentially reaching 8,500 by mid-2027. He expects two to three more weeks of turbulence and says higher credit spreads tied to AI infrastructure are a key risk.
Goldman Says US Stock Rally Can Continue, With a Caveat
Goldman Sachs sees room for U.S. stocks to rise but cautions against blindly chasing recent winners as market leadership becomes more concentrated. Strategists cite slowing economic and earnings growth.
Wall St Week Ahead — As AI rally wobbles, stock market's spotlight turns to earnings
(Adds SpaceX also reporting results next week, latest market data) Technology shares pull back after big run AI trends in focus with results from Meta Platforms, chip companies SpaceX, Tesla, Netflix among other reports due in coming week By Lewis Krauskopf NEW YORK, Oct 16 (Reuters) — Stumbles in the market-leading AI
BUZZ — US stocks weekly: AI unwind
* S&P 500 drops 1.9% as AI jitters exact a toll.N * Dow adds 0.7%, but tech-heavy Nasdaq Composite sheds 4.5% * Dow tries to build a base, but resistance looms ahead * This as tech's lead over banks faces another test * US 10-Year Treasury yield spikes to as high as about 5.33%, then pulls back to end around 5.09% as i
Potential Anthropic IPO Could Generate $700 Million in Bank Fees
A potential $100 billion Anthropic IPO could generate about $700 million in underwriting fees at an illustrative 70-basis-point rate, according to Gabelli Financial Services Opportunities ETF portfolio manager Macrae Sykes. The offering has not been confirmed, and its trading after listing could influence confidence in
GLOBAL MARKETS — Stocks dip on AI jitters, big banks kick off US earnings season
(Updates with US premarket context) Chipmakers drop across the globe on competition concerns JPMorgan, Wells Fargo, Goldman Sachs report Q3 results Treasuries rise as investors seek safety, oil markets in focus By Sruthi Shankar Oct 13 (Reuters) — World stocks dipped on Tuesday as renewed AI concerns hit high-flying ch
Institutional Confidence in Banks Has Collapsed Ahead of Earnings
The banking sector has diverged from the broader equity rally. While the State Street SPDR S&P 500 ETF (NYSE: SPY ) is up about 14% for the year, the five largest U.S. banks, measured by the Invesco KBW Bank ETF (NASDAQ: KBWB ), have collectively dipped around $270 billion from summer peaks. Institutional investors hav
GLOBAL MARKETS — World stocks dip as chips slide, bonds rise
(Updates with European prices, analyst's comments) Chipmakers drop across the globe on competition concerns US bank earnings to show impact of rising yields on lending, dealmaking and funding Treasuries rise as investors seek safety, oil markets in focus By Ankur Banerjee and Sruthi Shankar Oct 13 (Reuters) — World sto
GLOBAL MARKETS — Asian stocks hit 2 — month low on AI jitters, bonds find favour
(Updates to Asia afternoon) Chipmakers lead regional losses after a Wall Street semiconductor selloff US bank earnings to show impact of rising yields on lending, dealmaking and funding Treasuries rise as investors seek safety, oil markets in focus By Ankur Banerjee SINGAPORE, Oct 13 (Reuters) — Asian stocks slid to a
GLOBAL MARKETS — Asian stocks dive on AI jitters ahead of US bank earnings
(Updates to Asia mid-morning) Chipmakers led regional losses after a Wall Street semiconductor selloff US bank earnings to show impact of rising yields on lending, dealmaking and funding Dollar stands tall on safe-haven bid, oil markets in focus By Ankur Banerjee SINGAPORE, Oct 13 (Reuters) — Asian stocks fell sharply
GLOBAL MARKETS — Asian stocks dive as focus on earnings, geopolitics
Chipmakers led regional losses after a Wall Street semiconductor selloff US bank earnings to show impact of rising yield on lending, dealmaking and funding Dollar stands tall on safe-haven bid, oil markets in focus By Ankur Banerjee SINGAPORE, Oct 13 (Reuters) — Asian equities fell sharply on Tuesday led by technology
LIVE MARKETS — US stocks end mixed ahead of earnings, data
Dow gains, S&P 500 edges lower, Nasdaq dips Energy leads S&P sector gainers; tech biggest laggard Dollar rallies; US crude up ~1.5%; gold, bitcoin decline Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at Us Stocks End Mixed Ahead Of Earnin
China’s 4F² Memory Technology Poses Potential Challenge to Micron
China’s ChangXin Memory Technologies says it has made progress with 4F² memory technology and plans to introduce a product before year-end. The article says the technology could increase memory density and that competition may pressure prices and margins, while noting uncertainty over ChangXin’s ability to manufacture
Ray Dalio Says the AI Bubble Is Close to Bursting. A Strategist Says Zombie Companies Are the Real Risk
Ray Dalio and Jordi Visser agree that markets have a bubble. They disagree on where it is. Last week, Dalio, the founder of Bridgewater Associates, described artificial intelligence as a classic bubble. "I think we’re close to that," Dalio said of the bursting point at the Forbes Global CEO Conference in Singapore, Vis
Stocks near highs as TSMC, ASML lead earnings week
Major indexes ended last week with gains, while Treasury yields and crude oil moved modestly. Taiwan Semiconductor and ASML are among the key earnings reports due this week, alongside several major banks and inflation data.
SpaceX nears U.S. mobile service push
SpaceX said it is buying a nationwide portfolio of low-band spectrum that would pave the way for Starlink Mobile to become a major U.S. mobile carrier. The move weighed on telecom shares, while tower companies rallied.
ASML and Taiwan Semi kick off key AI earnings week
ASML and Taiwan Semiconductor are due to report this week, with investors focused on guidance and capital spending. The article also notes Nvidia, Dell and Snowflake near buy points ahead of the reports.
Stocks near highs as TSMC and ASML earnings approach
Major U.S. indexes finished the week higher, while semiconductors and AI names weakened ahead of coming results from Taiwan Semiconductor and ASML. The piece also flags next week’s bank earnings and key U.S. inflation data.
US stocks rise broadly to end positive week
Major U.S. indexes finished higher Friday, with nine S&P 500 sectors advancing and small- and mid-cap shares also participating. Technology was mixed, as semiconductor weakness offset gains in software, cybersecurity and several megacaps.
Bitcoin rises to around $82,500 in broad market rally
Bitcoin moved up to around $82,500 as U.S. stocks advanced and Treasury yields edged higher. The move was part of a wider intraday risk-on session rather than a standalone catalyst-driven event.
Bond selloff eases as mortgage hedging pressure fades
U.S. bond-market pressure tied to mortgage hedging and Treasury futures is showing signs of slowing, according to market participants and analysts. The 10-year Treasury yield fell to 5.232% after a strong auction and later reversed some losses.
U.S. bond market sees signs of reprieve
Investors and analysts say several technical pressures that helped deepen the recent Treasury selloff may be easing. The 10-year Treasury yield fell after a strong 10-year note auction, while Brent crude rose 4.1% and stocks slipped.
Goldman upgrades Palantir to buy
Goldman Sachs upgraded Palantir to buy from neutral, saying the company is positioned to benefit from growth in bespoke software and sovereign AI. The stock was up 1.6%.
What Is Going on With Super Micro Stock on Thursday?
Super Micro Computer Inc. (NASDAQ: SMCI ) is pulling back after a strong run as investors weigh profit-taking against continued AI infrastructure demand and mixed sentiment around the company’s outlook. The stock slid about 3% on Thursday after a multi-day rally across AI infrastructure and server stocks. The stock has
Stocks fall as yields and oil stoke inflation fears
U.S. stocks fell Thursday as higher bond yields and rising oil prices revived inflation concerns and interrupted the AI-led rally. The report also noted mixed stock moves tied to Intel, Chipotle, Starbucks, Wolfspeed, Applied Digital, Palantir, SpaceX, PepsiCo, Levi Strauss and Haemonetics.
PepsiCo beats estimates but cuts 2027 guidance
PepsiCo said fiscal third-quarter earnings beat Wall Street estimates, but it lowered its fiscal 2027 outlook because of inflationary pressures. The company now expects earnings per share to grow 2.5% to 3.5%, versus prior guidance for the low end of 5% to 7%.
Palantir Gets Goldman Sachs Upgrade as Sovereign AI Opens New Market
Goldman Sachs upgraded Palantir Technologies Inc. (NASDAQ: PLTR ) to Buy from Neutral on Thursday, arguing that demand for sovereign AI and custom-built applications could widen the software company’s addressable market again. Analyst Gabriela Borges reiterated a 12-month price target of $230. Based on Wednesday’s clos
Rising rates pressure tech valuations as yields climb
Wall Street says higher Treasury yields are reducing the valuation investors assign to high-flying tech shares and the broader S&P 500. The article cites falling price-to-earnings multiples even as earnings have remained strong.