Motley Fool26d agoneutral
Fed Chair Kevin Warsh, Welcome to Your No-Win Scenario, Courtesy of President Donald TrumpNo one ever said overseeing monetary policy for the world's largest economy would be easy.
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Motley Fool26d agoneutral
Inflation Isn't Just a Trumpflation Problem Any Longer -- There's a New Culprit, and It Has Potentially Dire Implications for Wall StreetThe stock market's No. 1 catalyst has quickly transformed into an inflationary menace.
Barrons.com27d agoneutral
Chip Stocks, Tech IPOs, and Wildfire Smoke Are All Clouding the OutlookThe tech selloff has spread beyond semiconductor stocks to many of this year’s biggest listings, even as some Wall Street analysts argue the pullback is a healthy reset rather than the end of the AI boom.
InvestorsHub27d agoneutral
U.S. futures weaken as Netflix guidance disappoints and Middle East tensions intensify: Dow Jones, S&P, Nasdaq, Wall StreetU. S. stock index futures traded lower on Friday as investors remained cautious about the outlook for artificial intelligence spending while monitoring renewed military escalation between the United States and Iran.
Reuters Videos27d agoneutralVIDEO
Wall St ends lower as chip weakness offsets solid earnings, data<body><p>STORY: Wall Street's main indexes ended lower on Thursday, with the Dow dropping two-tenths of a percent, the S&P 500 shedding about half a percent and the tech-heavy Nasdaq losing almost one-and-a-half percent.</p><p>Chip stocks tumbled despite bellwether TSMC posting a 77% jump in quarterly profit, it's shares falling more than 2%.</p><p>Mel Casey, senior portfolio manager at FBB Capital Partners, said the pullback demonstrated the lofty expectations for a sector that has soared by nearly 70% so far this year. </p><p>"You just have so many investors in the same trade here and really banking on every little component of the value chain, like, humming along at maximum pace. And so anything that's a little bit shy of, say, the whisper, or anything that's as good as expected but not better than expected is seen almost as a disappointment. And so that's what you're seeing today. But there's nothing you could really point to in the Taiwan Semi report to feel bearish about."</p><p>Memory-chip makers were among the biggest laggards, with SanDisk, Western Digital, Seagate Technology and Intel down between about five-and-a-half and twelve-and-a-half percent.</p><p>:: Netflix</p><p>Elsewhere in the market, shares of Netflix tumbled more than 7% in extended trading after the streaming giant's third-quarter revenue and earnings projections hovered below Wall Street targets. The company also said it would reduce the amount of information it discloses about consumers' viewing hours as it seeks new avenues of growth.</p><p>Shares of UnitedHealth Group closed higher after the company beat Wall Street earnings estimates and hiked its 2026 forecast.</p><p>But shares of United Airlines fell as surging oil prices weighed on its forward guidance.</p><p>Meanwhile, generally upbeat economic data on Thursday showed solid core retail sales, a drop in jobless claims and surging manufacturing activity in the Northeast.</p></body>
The Wall Street Journal27d agoneutral
Here’s What Is Happening Behind the Market’s Swings, in ChartsThe Nasdaq composite fell 1.5%, leading the session’s losses. Another quarter of solid earnings from Taiwan Semiconductor Manufacturing did little to mitigate a rough patch for chip stocks, with investors worried more about its spending plans than its bright outlook. Shares of chip makers from Santa Clara, Calif., to Seoul slid.
The Wall Street Journal28d agoneutral
Which Stocks Are Hurting the Most?The Nasdaq composite is down more than 1% this morning. Here are the stocks on the index that are getting hit hard: 💾 Chips, memory makers: Sandisk, Micron, AMD, SK Hynix's ADRs, Intel, Western Digital, Seagate, Arm, Broadcom, Nvidia and Marvell are all deep in the red.
Reuters28d agoneutral
Wall St futures pause after two-day rally as investors await data, earningsJuly 16 (Reuters) - U.S. stock index futures were subdued on Thursday as investors paused after a two-day rally, while chip stocks remained under pressure ahead of fresh economic reports and another
Motley Fool28d agoneutral
Investors Just Got a Subtle Warning From the Federal Reserve. History Says the Stock Market Will Do This Next.The Federal Reserve may pivot to interest rate increases this year, a move that has often led to stock market corrections.
Motley Fool28d agoneutral
Fed Chair Kevin Warsh Just Drove a Dagger Through Wall Street's Heart With This Telling 15-Word Statement on InflationWarsh's hardline stance on inflation is a wake-up call for the second-priciest stock market in history.
Proactive28d agoneutral
FTSE 100 Live: UK growth in focus, takeover Thursday for Rotork, Gooch and RamsdensFTSE 100 down 35 points to 10,481 UK GDP three-month growth at 0.8% Rotork, Gooch & Housego, and Ramsden's agree to takeovers Experian and Ocado fall after updates 9.50am: City focused on Burnham and his potential Chancellor Market commentators are focused on UK politics...
Reuters28d agoneutral
Asian shares slump on chipmaker drag, bonds cheer cooler inflationBy Stella Qiu SYDNEY, July 16 (Reuters) - Asian shares fell on Thursday as chipmakers stumbled ahead of results from bellwether TSMC, while bonds benefited from another benign reading on U.S.
Reuters Videos28d agoneutralVIDEO
Wall St ends higher on cool inflation data, strong earnings<body><p>STORY: U.S. stocks closed higher on Wednesday, with the Dow gaining more than a quarter of a percent, the S&P 500 adding over a third of a percent and the Nasdaq climbing more than six-tenths of a percent.</p><p>A second day of solid bank earnings added momentum to an auspicious beginning to second-quarter reporting season.</p><p>BlackRock and Morgan Stanley both beat quarterly profit expectations, with shares of BlackRock advancing over 6.5% and Morgan Stanley also ending higher.</p><p>Strong earnings combined with more cooler-than-expected inflation data, in the form of June wholesale prices, helped lift stocks, says Melissa Brown, managing director of investment decision research at SimCorp.</p><p>"We saw some good earnings from the financial companies. And, you know, on top of that, there's just still the same buzz around the AI trade, around what's happening with semiconductors. And there's, we haven't really seen a lot of bad news. The inflation news has been better than expected, although I would argue still not good. So inflation is still higher than the Fed's target, even though it has come in a little bit lower than expected. But I think, you know, kind of all those things are conspiring to make it a good but not blowout day today."</p><p>Among the session's other stock moves, PayPal surged more than 17% after sources told Reuters that Stripe and private equity firm Advent International have jointly offered to acquire it.</p><p>And shares of United Airlines dipped in extended trading despite the carrier saying it expected full-year profit at the high end of its prior forecast, as the company's third-quarter outlook was short of Wall Street expectations.</p></body>
Investor's Business Daily28d agoneutral
Dow Jones Futures: Apple, Google Mask Dell, Sandisk, Micron Sell-Off; J.B. Hunt Jumps LateDell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.
The Wall Street Journal28d agoneutral
Megacap Tech Lifts U.S. StocksFINANCE U.S. stocks edged higher Wednesday as gains in megacap technology names offset weakness in chip stocks. PayPal surged on reports of a takeover offer and another round of strong bank earnings kept Wall Street in an upbeat mood.
Motley Fool29d agoneutral
In 7 Words, Fed Chair Kevin Warsh May Have Just Confirmed the Stock Market's Biggest FearInterest rate increases could be coming. Here's what that means for the market.
Motley Fool29d agoneutral
Dow Jones Stays Calm While Memory Chips Give Investors Whiplash (Again)Inflation data gave investors hope on Wednesday morning. Semiconductor stocks took it away by lunchtime.
Barrons.com29d agoneutral
Stocks Rise as Wall Street Zeros In on EarningsThe earnings season is full steam ahead, and tech stocks are leading the march higher. All three major indexes were in the green to kick off Wednesday’s session. The tech-heavy Nasdaq rose 0.7%. The S&P 500 gained 0.