Market News - Page 9
393 articles
AMD Bets Big on AI Inference as Stock Faces Volatility
AMD is shifting its AI strategy from chip launches to powering real-world business applications, as major deals with Anthropic, OpenAI, and Meta reshape the competitive landscape and drive new revenue forecasts
Microsoft Stock Target Raised as Azure Tops $100B and Q4 Surprises
Microsoft's Q4 results eased Wall Street's AI spending fears, sending shares up 9% and prompting Wells Fargo to restore its $650 price target. Azure's rapid growth and new milestones are shifting the debate over tech infrastructure investments.
June PCE Price Index Posts Rare Drop, But Gas Price Relief Unlikely to Last
The PCE Price Index fell 0.1% in June, its first monthly decline since 2020, as a brief drop in gasoline prices offset other increases. With fuel costs already rebounding, inflation pressures for U.S. consumers are far from over
Fed Chair Kevin Warsh's Press Conference Leaves Investors Frustrated
Fed Chair Kevin Warsh's vague remarks on inflation and policy left investors searching for direction as Treasury yields surged and stocks fell, highlighting the market's discomfort with uncertainty from the Federal Reserve
Zuckerberg Challenges U.S. Push to Ban Chinese AI Models
Mark Zuckerberg warns that blocking Chinese AI could backfire for U.S. tech, as new open-source models from China pressure American chip stocks and spark debate over regulation, cybersecurity, and global competition in artificial intelligence
WH Smith Successor to Close 150 UK Bookstores Amid Restructuring
A 234-year-old British bookseller is shutting down 150 stores after a private equity buyout, highlighting the financial strain on traditional retailers as digital reading habits reshape the industry
Circle Faces Profit Pressure as Fed Holds Rates Steady
Circle's USDC reserve income remains stable after the Fed's rate decision, but falling token circulation and rising distribution costs could weigh more heavily on future profits than interest rates alone
Wells Fargo Sets $500 Target for Snowflake as AI Bets Shift
Wells Fargo has stunned Wall Street by raising its Snowflake price target to $500, citing a reversal in AI-driven spending trends. Investors are weighing whether the data platform can sustain growth as competition and valuation risks mount
SpaceX Faces $100 Billion Share Unlock as Stock Sinks Below IPO
SpaceX stock has dropped nearly 50% from its high, and a major share lockup expires August 6, putting $100 billion in employee and investor shares in play. Morgan Stanley warns this could be a critical test for the newly public company.
Visa's Quiet Q3 Hides a Big AI Bet
Visa's Q3 revenue jumped 14.4% year-over-year as digital transactions soared and the company deepened its AI partnership with OpenAI, while returning $6.2 billion to shareholders through buybacks and dividends
U.S. Stocks Slide as Middle East Tensions and Fed Uncertainty Roil Markets
Major U.S. stock indexes tumbled as oil prices spiked over 6% and investors braced for the Federal Reserve's policy decision, with technology and industrial shares hit hardest by renewed geopolitical risk and rate uncertainty
Breakfast News: AI Spend Splits Meta and Microsoft
Meta's free cash flow plunged 91% last quarter as it ramped up AI infrastructure spending, while Microsoft's strong earnings and capital investments sent its shares higher, underscoring diverging approaches to funding AI growth
Why the Fed's Policy Decision Is Just a Blip on the Radar for Investors
While the Federal Reserve's rate decisions often spark market headlines, long-term stock performance has historically depended more on disciplined investing in quality companies than on reacting to policy meetings
Wall Street Targets S&P 500 at 8,000 and Beyond: What Investors Should Know
Major brokerages are setting S&P 500 targets as high as 9,000, but concerns about capital spending and slowing growth could challenge further gains for large-cap stocks. Here's what's driving the forecasts and the risks investors face
Rivian Gets Price Target Boost as Robotaxi Ambitions Draw Focus
Rivian stock has lagged in 2026, but a major Wall Street upgrade and new delivery targets are shifting investor attention to the company's robotaxi strategy and mass-market EV rollout
FOMC Interest Rate Decision Expected Today Amid Economic Uncertainty
The Federal Reserve is set to announce its latest interest rate decision as inflation runs above target and energy prices surge, but key economic data is missing, leaving markets and consumers bracing for potential volatility
A famous investor holds put options on a small-cap ETF, but there's more to the story
Millennium Management's large put position on the iShares Russell 2000 ETF isn't a bearish call on small caps-it's a hedge to protect gains as the fund rallies nearly 19% this year, highlighting how professional investors manage risk
Is Now a Good Time to Buy the SPDR Gold Shares ETF?
With inflation running above the Federal Reserve's 2% target and gold prices off recent highs, investors are weighing whether the SPDR Gold Shares ETF offers a timely hedge or faces headwinds from potential rate hikes
Vanguard International High Dividend Yield ETF Could Outperform U.S. Stocks Over Next Decade
Vanguard research suggests international developed-market stocks may outpace U.S. equities over the next decade, making the Vanguard International High Dividend Yield ETF a potential option for investors seeking higher dividends and global diversification
This Stock Market Valuation Metric Just Hit a Two-Decade High. Here's What History Says the S&P 500 Does Next.
The S&P 500's Shiller CAPE ratio has climbed to levels last seen during the dot-com bubble, raising concerns about future returns and the risk of a market correction for investors focused on long-term growth
Affluent Buyers Drive Uneven Rebound in U.S. Vacation-Home Market
Demand for vacation homes is rising for the first time since the pandemic, but the recovery is limited to high-income buyers as most Americans remain priced out by high mortgage rates and soaring property values
Akamai Stock Target Holds as Morgan Stanley Eyes AI Growth Risks
Morgan Stanley maintains its $165 price target on Akamai, citing long-term AI infrastructure potential despite recent stock declines and near-term revenue uncertainty. Investors are watching for signs the $1.8 billion deal will boost future earnings.
Coca-Cola Outpaces Pepsi as U.S. Shoppers Keep Buying Soda
Coca-Cola's latest earnings show strong U.S. demand for its drinks, even as PepsiCo blames weaker consumer spending for its own slowdown. The split reveals how company strategy, not just the economy, shapes results in the consumer staples sector
Microsoft Stock Surges on AI Growth as Meta Shares Slide After Miss
Microsoft's AI-driven cloud revenue beat expectations, sending shares up 9%, while Meta's earnings miss and plunging free cash flow triggered a sharp selloff and renewed questions about the cost of AI expansion
Cardinals Snap Losing Streak With Extra-Inning Win Over Cubs
A late-game rally lifted the St. Louis Cardinals past the Chicago Cubs, ending a three-game skid and highlighting the impact of bullpen depth and timely hitting as the MLB trade deadline approaches
Amazon Slashes AI Model Lineup, Refocuses on Single Flagship Effort
Amazon is winding down most of its Nova AI models, shifting resources to a single next-generation system as it seeks to compete with OpenAI and Google. The move signals a major reset for AWS customers and investors watching AI spending
Nvidia, Oil Prices, and the Fed: A New Inflation Dilemma
Rising oil prices and surging AI infrastructure costs are forcing the Federal Reserve to rethink its inflation strategy, with potential consequences for investors in Nvidia and the broader stock market
Breakfast News: AI Euphoria Meets Hard Questions
AI investments are under scrutiny as SpaceX's xAI racks up losses despite major contracts, Nvidia faces chip sector volatility, and Microsoft launches a new AI cybersecurity tool, all while global competition heats up
Intel's 14A Chip Ambitions Face New Test as Synopsys Certifies Tools
Intel is accelerating its 14A chip manufacturing timeline, but with few external customers and high technical stakes, Synopsys' early software certification could determine whether the foundry's bold bet pays off or leaves it exposed to costly delays
Trump's Tariffs on Canada Raise Economic Stakes and Political Tensions
The White House's new tariffs on Canadian goods-some as high as 50%-are straining U.S.-Canada trade, fueling political shifts in Ottawa, and exposing deep regional divides that could reshape North American economic ties
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