The Wall Street Journal6h agoneutral
Tariff Refunds Are Here—and Turbocharging EarningsApple, Nike and FedEx are just some of the companies that are recovering big sums relatively quickly.
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Stocktwits13h agoneutral
Apple Taps American Airlines Veteran For A Crucial Role As It Reportedly Navigates Trump-Era Policy Challenges — AAPL Stock SlipsNate Gatten’s appointment comes as Apple navigates tariffs, White House relations and a broader shake-up across its senior leadership ranks.
Bloomberg19h agoneutral
US Core Inflation Comes in Subdued, Easing Pressure on Fed(Bloomberg) -- Underlying US inflation was subdued in July, likely easing pressure on the Federal Reserve to raise interest rates.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesThe consumer price index, excludi
Investor's Business Daily21h agoneutral
CPI Inflation Data May Keep Fed Rate Hikes On Hold (Live Coverage)Consumer price index inflation data, out at 8:30 a.m. ET, may further dampen odds of a Federal Reserve rate hike in September following Friday's weak July jobs reports. S&P 500 futures are slightly higher ahead of the CPI inflation report, holding just off record highs despite inching lower on Monday and Tuesday. Wall Street expects the overall CPI to rise 0.1%, lowering the 12-month headline inflation rate to 3.4% from 3.5%, according to the Econoday consensus forecast.
Kiplinger2d agoneutral
Markets Pull Back for Incoming Inflation Data: Stock Market TodayUnease about negotiations to reopen the Strait of Hormuz boosted oil and yields but pressured stocks at the start of a big week for inflation data.
Motley Fool5d agoneutral
Apple (AAPL) Q3 2026 Earnings Call TranscriptiPhone revenue surged 22% as Apple navigates supply constraints and memory cost inflation.
Moneywise5d agoneutral
‘Your refund: $0’: Companies claim billions in tariff refunds, months after Trump floated $2,000 checksWalmart gets $2.4 billion, Apple $2.2 billion. And you? Nothing.
Bloomberg7d agoneutral
OpenAI Asks Judge to Toss Apple Suit Alleging Trade Secret Theft(Bloomberg) -- OpenAI is asking a federal judge to dismiss a lawsuit filed by Apple Inc. accusing the artificial intelligence company of stealing trade secrets, saying that the iPhone maker’s allegations are meritless.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targ
Moneywise7d agoneutral
Amazon says it will share $600 million in Trump tariff refunds with some of its customers — will you get a payout?Of the $166 billion in tariff refunds available, $71 billion has been claimed by companies, but very little of the refund money has gone directly to consumers.
Yahoo Finance Video7d agoneutralVIDEO
AI CapEx fears: Is big tech overspending?Host Kenny Polcari joins Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.
CNN Business7d agoneutral
Corporate America got billions of dollars in tariff refunds. Where’s your cut?Apple got an estimated $2.2 billion tariff refund last quarter. Amazon got $600 million. Nike got $300 million. But American consumers who paid higher prices as President Donald Trump’s tariffs filtered through the economy are getting almost nothing back.
Reuters Videos12d agoneutralVIDEO
Wall Street ends higher as Amazon soothes AI jitters<body><p>STORY: Wall Street ended higher on Friday, with the Dow adding more than half a percent, the S&P 500 gaining seven-tenths of a percent and the Nasdaq climbing one percent.</p><p>:: Amazon</p><p>Amazon surged more than 15% after the tech giant posted its biggest quarterly revenue growth in over four years. Its results, along with a similar report from Microsoft this week, alleviated investor concerns about potential overspending on AI data centers.</p><p>Meanwhile, shares of Apple tumbled more than 7% after a disappointing forecast showed that the iPhone maker was struggling to secure enough components, as the AI-driven data center boom strains global supply chains.</p><p>Friday marked the end of a bumpy week for stocks that included a Fed policy meeting in which the central bank left rates unchanged - but with three dissenters pushing for a 25 basis point hike.</p><p>Dean Smith is chief strategist & portfolio manager at FolioBeyond.</p><p>"I think there was a decent case to be made that a hike is in order. Inflation, we had a slightly softer print on the most recent one, but inflation is now running well above Fed's 2% stated target. It's higher now than it was a year ago and it seems to be reaccelerating. [FLASH] So it was a close call probably, but I think, you know, if I had been on that voting committee, I would have voted for a rate hike as well."</p><p>:: Archive</p><p>Other stocks on the move Friday included Monolithic Power Systems, which rose more than 8% after forecasting third-quarter revenue above estimates.</p><p>But shares of GoDaddy slid nearly 17% after the domain registrar narrowed its annual revenue forecast.</p></body>
The Wall Street Journal12d agoneutral
Kevin Warsh’s ‘Bear Steepener’ Is No Goldilocks Moment for StocksEveryone knows that interest rates affect stock prices. The Fed’s decision Wednesday to keep overnight rates unchanged sounds like it would have been clearly bullish, but stocks sold off just after Chair Kevin Warsh’s press conference. Also following Warsh’s Q&A, long-term Treasury yields hit a 19-year high.
GuruFocus.com13d agoneutral
Apple Inc (AAPL) (Q3 2026) Earnings Call Highlights: Record Revenue Amid Supply Constraints and ...Apple Inc (AAPL) posts a record June quarter with $109.4 billion in revenue, but faces supply constraints and memory cost inflation that pressure September guidance.
Yahoo Finance Video13d agoneutralVIDEO
Apple commits more than $30 billion to US manufacturingDuring Thursday night's earnings call, Apple (AAPL) CEO Tim Cook highlighted a string of milestones, including the company's best-ever June quarter, with revenue reaching $109.4 billion. iPhone revenue surged 22% year-over-year to $54.3 billion, while Mac revenue climbed to a record $10.4 billion. Beyond the financial results, Cook reaffirmed Apple's commitment to US manufacturing, announcing plans to invest $600 billion in the United States over the next four years. The investment, which the company said includes the reinvestment of tariff-related funds, expands Apple's long-term domestic manufacturing strategy. As part of that effort, Apple has entered a new multiyear agreement with Broadcom (AVGO) under its American Manufacturing Program. The partnership is expected to contribute more than $30 billion in investment to build an end-to-end silicon supply chain and advanced manufacturing equipment in the United States.
Yahoo Finance Video13d agoneutralVIDEO
Apple commits more than $30 Billion to US manufacturingDuring Thursday night's earnings call, Apple (AAPL) CEO Tim Cook highlighted a string of milestones, including the company's best-ever June quarter, with revenue reaching $109.4 billion. iPhone revenue surged 22% year-over-year to $54.3 billion, while Mac revenue climbed to a record $10.4 billion. Beyond the financial results, Cook reaffirmed Apple's commitment to US manufacturing, announcing plans to invest $600 billion in the United States over the next four years. The investment, which the company said includes the reinvestment of tariff-related funds, expands Apple's long-term domestic manufacturing strategy. As part of that effort, Apple has entered a new multiyear agreement with Broadcom (AVGO) under its American Manufacturing Program. The partnership is expected to contribute more than $30 billion in investment to build an end-to-end silicon supply chain and advanced manufacturing equipment in the United States.
GuruFocus.com13d agoneutral
Apple Faces a Closely Watched Earnings TestInvestors are focused on guidance, AI and tariff-related commentary.
Barrons.com13d agoneutral
Stocks Bounce Back From Fed Day TurmoilStocks kicked off Thursday’s trading session higher, reemerging from the carnage of Wednesday’s selloff. The S&P 500 was up 0.9%, while the Nasdaq Composite rose 1.6%. Rosenberg Research’s Dave Rosenberg described the moves as “a weak stock-market bound on shaky ground,” nodding to the major averages’ “precarious technical positions,” yesterday’s rise in bond yields, and oil price spikes.
Barrons.com14d agoneutral
‘Big Wednesday’ Offers a Big Test for the Stock MarketWall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.
Barrons.com14d agoneutral
Wall Street’s ‘Big Wednesday’ Offers Big Test to Summer Rotation TradeWall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.
The Wall Street Journal15d agoneutral
Tech Earnings, Fed Meeting: What to Watch the Rest of the WeekToday Federal Reserve meeting: Fed Chairman Kevin Warsh will hold a press conference at 2:30 p.m. ET, following the FOMC interest-rate decision at 2 p.m. Earnings (a.m): Procter & Gamble, Humana, L3Harris, Biogen, General Dynamics, Teva Pharmaceuticals, Airbus Earnings (p.
Investor's Business Daily15d agoneutral
Stock Market Today: Tech Futures Sell Off As Chip Stocks Micron, Sandisk Dive; Coca-Cola Jumps (Live Coverage)Stock Market Today: The Dow Jones index rose, but tech futures dropped as chip stocks Micron and Sandisk dived. Coca-Cola jumped on earnings.
The Wall Street Journal16d agoneutral
Tech Earnings, Fed Rate Decision: What to Watch This WeekToday Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.