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With CPI dropping at 8:30 AM and the Strait of Hormuz near shutdown, Wall Street faces a pivotal morning that could swing stocks sharply in either direction, and analysts at Deutsche Bank, Oppenheimer, Berenberg, and others are already repositioning ahead of the numbers.
A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip
IBM's CEO recently highlighted stronger enterprise spending on AI infrastructure, including servers, storage, and memory. This commentary supports growing demand expectations for AI hardware, a key end market for Monolithic Power Systems (NasdaqGS:MPWR). A softer-than-expected inflation report has added to broader optimism around semiconductor companies tied to AI themes. Monolithic Power Systems, or MPWR, designs and supplies power solutions used in data centers, automotive systems,...
A number of stocks jumped in the afternoon session after a cooler-than-expected June inflation report and a surprise capital expenditure warning from IBM appeared to validate AI hardware demand.
US stocks are set to rebound on Thursday after Wall Street suffered a sharp sell-off following the first meeting of a new Federal Reserve regime, with investors taking comfort from signs of a de-escalation in the Middle East. Futures on the Nasdaq 100 have risen 1.3%, while the S&P 500...
The Morning Bull - US Market Morning Update Wednesday, Jun, 17 2026 US stock futures are mixed this morning, with S&P 500 contracts slightly softer while Nasdaq 100 futures edge up, as investors weigh a steady US 10 year yield near 4.47% against soft factory data. The 4.47% yield matters because it anchors mortgage costs and business borrowing, so a stable reading suggests no fresh rate shock ahead of the upcoming Federal Reserve meeting. At the same time, US industrial output for May grew...
A number of stocks fell in the morning session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.
8.45am: US CPI rises to three-year high US inflation last month was the highest in three years, due to rising energy, housing and food prices. The US consumer price index was up 3.8% year on year in April, up from 3.26% the month before. Month-on-month, CPI increased 0.6%, easing from...
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