GuruFocus.com23h agoneutral
Intel Slips 1.7% as Its CEO Prices the Memory BottleneckComponent inflation supports AI scarcity while raising the cost of systems carrying Intel processors.
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The Wall Street Journal1d agobullish
Stocks Rally, Shaking Off Fed’s Rate HikeMajor stock-market indexes rallied, reversing the declines that followed the Federal Reserve’s interest-rate hike Wednesday. The PHLX Semiconductor Index rose 3.1% after comments from Intel Chief Executive Lip-Bu Tan about soaring memory prices. The Securities and Exchange Commission cleared a path for trading venues to offer tokenized stocks in the U.S., a landmark decision that may overhaul traditional equity markets.
24/7 Wall St.2d agoneutral
The $75,000 Retirement Budget That JEPQ May Struggle to Support in 10 YearsA $700,000 JEPQ position clears a $75,000 retirement budget today, but inflation-adjusted withdrawals over a decade expose a flaw baked into the fund's design that monthly distributions alone cannot fix.
Investor's Business Daily4d agoneutral
Stock Market Today: Dow Falls As Yields, Oil Prices Rise Ahead Of Fed Meeting; Nvidia Set To Rebound (Live Coverage)Stock Market Today: The Dow Jones index drops Tuesday as the 10-year Treasury yield reaches its highest level since 2007. Nvidia stock rises.
Reuters9d agoneutral
S&P 500, Dow futures attempt recovery ahead of inflation reportBy Tharuniyaa Lakshmi and Niket Nishant Sept 10 (Reuters) - Futures tracking the Dow and the S&P 500 indexes attempted a recovery after a three-day slide, as investors cautiously returned to equities
Benzinga Prediction Markets15d agobullish
Micron, SanDisk Jump 4% Even as Hot Jobs Report Briefly Flips Fed Hike Odds Above 50%Micron Technology Inc. (NASDAQ:MU) and SanDisk Corp. (NASDAQ:SNDK) jumped Friday even as a surprisingly strong jobs report sent Treasury yields higher and revived the case for a Federal Reserve rate hike. Micron rose 5% and SanDisk 8% in early trading,...
Associated Press15d agobearish
Asian benchmarks mostly rise after tech stocks lead rally on Wall StreetAsian shares were mostly higher in early Friday trading, as regional market sentiment got a boost from the rally on Wall Street, mostly from big technology stocks. Japan's benchmark Nikkei 225 rose 0.6% in morning trading to 64,622.33. Hong Kong's Hang Seng jumped 2.1% to 25,751.26, while the Shanghai Composite added 0.8% to 3,973.27.
Motley Fool16d agoneutral
The Fed's September Decision Could Hit Micron Harder Than Its Own EarningsMicron's financial numbers look powerful, but the Federal Reserve may decide how much investors are willing to pay for them.
24/7 Wall St.19d agoneutral
Leading Economist Warns Chip Tariffs Could Make the AI Buildout More ExpensiveA Heritage Foundation economist is challenging the Trump administration's push for semiconductor tariffs, arguing that the timing could saddle chip buyers with higher costs before a single new American fab is ready to ship product.
Barrons.com22d agoneutral
Warsh Is Asking the Right Questions About AI. The Answers Will Have to Wait.The biggest issue for the Fed is what effect AI will have on employment. In the past, new general purpose technologies like AI have always destroyed some jobs, but created more than what was lost.
Stocktwits24d agoneutral
S&P 500, Dow, Nasdaq Futures Rangebound As Investors Await Nvidia Earnings, Key Inflation Reading — MRNA, SPCX, PSKY, OpenAI In FocusTreasury yields declined, as the benchmark 10-year Treasury note yield dropped by over 7 basis points to reach 4.63%.
