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...
Chip stocks including Micron and Nvidia fell as reported details about Anthropic's financial progress reignited fears about the health of the AI ecosystem. The selloff highlights growing investor skepticism over...
Yardeni Research cut its year-end S&P 500 target to 7,900 from 8,400 and trimmed its forward P/E target to 18.6x, blaming valuation compression rather than earnings. A hot September CPI...
Veteran strategist Steven Jon Kaplan calls the record-setting S&P 500 'completely irrational' and points investors toward a safe, high-yielding alternative they're ignoring. His warning highlights compressed equity risk premiums and...
Longsys expects Q3 net profit to surge as much as 964% year-over-year, but the memory module maker warns that the DRAM and NAND price rally driving its earnings is fading....
A hedge-fund manager says a 'monstrous bull market' is developing beneath the surface of the S&P 500, as improving market breadth signals a broad-based advance even while mega-cap leaders lag....
Morgan Stanley keeps an Overweight rating and $300 target on SpaceX, with enterprise AI worth $165 of that — 55% of total value — while distributed inference cloud is barely...
US-listed memory and storage stocks fell broadly in pre-market trading, with Micron down 4.2%, SK Hynix off 6.2%, Western Digital down 4.6%, SanDisk 5% lower and Seagate down 4%. The...
European semiconductor and AI suppliers including ASML, ASM, BE Semiconductor, STMicroelectronics, Soitec, Legrand and Schneider Electric fell 3-7% in early trading. The synchronized decline across the entire AI hardware supply...
CoreWeave shares plunged 15% as its bonds fell into distressed territory and default insurance hit record highs, raising doubts about the debt-fueled AI infrastructure model. The selloff spread across Oracle,...
Berkshire Hathaway has invested an additional $330 million in Bending Spoons, an Italian tech company that acquires and revitalizes mature apps. The news sent Bending Spoons' shares up over 41%...
Anthropic's revenue growth is cooling as it prepares for an IPO, stoking fresh anxiety about the durability of the AI trade. The news carries read-throughs for mega-cap tech, semiconductors, bonds...
Apple closed at a $5.005 trillion market capitalization on Wednesday, becoming the second company ever to hold that level at the close, even as the S&P 500 fell 1.1% and...
Sono-Tek has outlined a facility expansion that would lift manufacturing capacity to $33M-$36M annually, with a longer-term path to $44M-$45M. The move signals management confidence in demand from medical device,...
Rocket Lab's stock fell after the company delayed the first launch of its Neutron rocket beyond 2024. The medium-lift vehicle is key to competing with SpaceX's Falcon 9, and the...
CoreWeave's 15% plunge has revived a dilemma for Nvidia: rescue its largest customer and equity stake again, or risk a liquidity cascade that would hit GPU demand and the broader...
The unified AI stock rally is fracturing as sticky inflation and rising borrowing costs threaten the debt-financed data-center buildout. Semiconductors and speculative AI names are selling off while power and...
OpenAI has accused a former employee of stealing over 100 confidential hardware files before returning to Apple, delaying a trade secrets trial and potentially leading to a counterclaim. The legal...
Long-run data shows a 60-40 stock-bond portfolio has historically kept pace with an all-equity portfolio over 30-year horizons, challenging the case for abandoning diversification. The finding has implications for equity...
The CEOs of the largest U.S. banks have acknowledged rising risks in financing the AI infrastructure boom, citing concentration, uncertain returns and private-credit opacity — yet none signaled a slowdown...
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