BlackRock's Q3 AUM hit a record $15.49 trillion, half of US GDP, driven by $205 billion in net inflows and a 19% revenue jump. While private credit showed resilience, Moody's...
Hedge funds have wiped out two years of net buying in global AI stocks in just five trading days, triggering circuit breakers in Korea and record foreign outflows from Taiwan....
Fundstrat's Mark Newton recommends buying the recent tech dip while urging diversification, as debt concerns around AI infrastructure provider CoreWeave test the durability of the AI trade. The call highlights...
Global tech stocks lost over $1 trillion in market value this week amid doubts over AI infrastructure returns. Nvidia CEO Jensen Huang pushed back, defending CoreWeave and arguing that market...
Jim Cramer expressed support for Reddit and Rocket Lab while passing on SiTime, framing his picks around a 'rate test' as Federal Reserve hike odds persist. The split verdict highlights...
KFC is switching its fountain beverage contract from PepsiCo to Coca-Cola, dealing another symbolic blow to Pepsi in the cola wars. The direct financial impact is small, but the competitive...
MSCI has approved new rules that would exclude companies acting more like investment vehicles than operating businesses, putting Strategy and similar Bitcoin-treasury firms at risk of index removal. The move...
AI stocks are already under pressure, and strategists warn a Democratic midterm sweep could escalate the pullback into a full crash. Antitrust, tax, and AI-regulation risks target the market's most...
Market strategists are telling investors not to abandon technology stocks after an AI-driven selloff, instead recommending a selective hunt for bargains and continued exposure to major cloud companies. The pullback...
CoreWeave's stock rebounded after a sharp selloff as Wall Street remains deeply divided over whether the massive capital spending behind the AI boom is sustainable. The debate has broad implications...
AbbVie, Eli Lilly, and Gilead Sciences closed near record highs as investors rotated out of technology stocks into defensive healthcare names. The shift reflects growing caution over AI-driven valuations and...
Crypto-linked equities significantly outperformed the broader US market, with Circle surging 9.5% and Coinbase gaining 6.62% while major indices posted modest gains. The rally suggests growing investor confidence in stablecoin...
Circle (CRCL) shares jumped 10.03% to $87.69 intraday, underscoring renewed investor appetite for stablecoin infrastructure. The move reflects a mix of macro rate expectations, regulatory clarity, and USDC's competitive positioning...
Mizuho upgraded Array Technologies, arguing that investor concerns over the solar tracker maker's cash position are overstated. The call could lift sentiment across renewable-energy equities, though credit and commodity markets...
Volvo Cars has expanded its partnership with NVIDIA into automated driving, deepening its reliance on the chipmaker's automotive compute platforms. The move reinforces NVIDIA's position as the picks-and-shovels supplier for...
Neocloud stocks sold off sharply this week, prompting investors to weigh whether the pullback is a buying opportunity or the start of a deeper repricing. The capital-intensive, AI-demand-leveraged business model...
Boeing's stock has fallen sharply amid production and regulatory challenges, but some Wall Street analysts are turning bullish, citing a strong order backlog and attractive valuation. The outcome will impact...
CleanSpark and BitFuFu reported lower September bitcoin production while Canaan stayed flat. CleanSpark is ending monthly mining reports, and BitFuFu faces uncertainty over its Ethiopia hosting deal, highlighting growing divergence...
Nasdaq is reporting network problems originating at its Carteret data center, causing intermittent data gaps for customers across Nasdaq, Nasdaq Texas and Nasdaq PSX. The outage highlights how concentrated market...
A deepening selloff in AI-linked stocks is pushing traders into government bonds and defensive sectors, but stubbornly hot inflation is complicating the classic safe-haven trade. The rotation signals a potential...
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