News — AI supercycle headlines

24/7 Wall St.4d agoneutral

‘Traders Need to Be Really Careful Here’: Schwab on the Fed Decision and Powell’s Uncertain Future

Charles Schwab’s market update Wednesday morning landed on a single piece of guidance for clients heading into the Fed decision: “Traders need to be really careful here, in my view.” The caution makes sense. The Federal Open Market Committee is widely expected to pause in the 3.5% to 3.75% range for the third consecutive meeting, ... ‘Traders Need to Be Really Careful Here’: Schwab on the Fed Decision and Powell’s Uncertain Future

24/7 Wall St.4d agobullish

Amazon and Tesla Drive One-Third of FDIS as U.S. Spending Surges Despite Recession-Level Sentiment

Consumer discretionary names live or die on whether households feel comfortable opening their wallets, and right now those signals are flashing in opposite directions. Right now those signals are crossing in unusual directions: the University of Michigan Consumer Sentiment Index sits at 53.3 in March 2026, deep in what economists treat as recessionary territory, yet ... Amazon and Tesla Drive One-Third of FDIS as U.S. Spending Surges Despite Recession-Level Sentiment

Yahoo Finance4d agobullish

Jerome Powell's Fed years were an everything rally: Chart of the Day

Powell's tenure at the Fed began with a volatility shock. It's ending with a monster cross-asset rally.

^GSPC

Motley Fool4d agoneutral

Fed Chair Nominee Kevin Warsh Aims to Transform the Central Bank -- and the Biggest Loser May Be Wall Street

Warsh's testimony before the Senate Banking Committee points to foundational changes at the Fed.

^DJI ^IXIC

Bloomberg5d agoneutral

Microsoft, Amazon Hand Pentagon More Control Over AI Systems

(Bloomberg) -- The Pentagon has struck agreements with more technology companies for expanded use of advanced artificial intelligence tools on classified military networks, according to a Defense Department statement and two defense officials briefed on the matter.Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftTrump Rues State of Iran Talks, Says Prefers Not to StrikeSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Fir

ORCL

Investing.com5d agoneutral

Court halts mail-order abortion pills as Louisiana legal challenge escalates

Investing.com -- Abortion access in the United States was dealt a legal blow on Friday after a Federal Appeals Court issued a temporary stay halting the distribution of Mifepristone by mail.

HIMS

Barrons.com5d agoneutral

At Risk in North American Trade Talks: Cheap Cars

Average car prices have been rising since the pandemic and tariffs. Now the availability of low-cost new cars hangs in the balance as the United States, Mexico, Canada trade deal talks begin.

AMD

Yahoo Finance Video5d agoneutralVIDEO

AMD earnings, Fed commentary, April jobs report: What to Watch

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week,  including earnings results out from companies like Advanced Micro Devices (AMD), Paramount Skydance (PSKY), Disney (DIS), Novo Nordisk (NVO), Pfizer (PFE), Warner Bros. Discovery (WBD), McDonald's (MCD), and Coinbase (COIN); a wave of fresh commentary from top Federal Reserve officials; and April's jobs reports due out next Friday. May 8.

AMD DIS MCD UBER

Reuters Videos5d agoneutralVIDEO

S&P 500, Nasdaq end higher, notch weekly gains

<body>STORY: U.S. stocks ended mostly higher on Friday, with the Dow the only outlier, dipping about three-tenths of a percent, while the S&P 500 gained about three-tenths of a percent and the Nasdaq climbed nine-tenths of a percent.Both the S&P 500 and the Nasdaq logged their sixth consecutive week of gains, their longest weekly winning stretches since October of 2024.It was a big week for corporate earnings, with five of the Magnificent Seven megacaps reporting.Among them, Apple climbed more than 3% on Friday, a day after the tech giant provided a solid sales forecast, touting strong demand for its flagship iPhone 17 and the MacBook Neo.Analysts now see overall first-quarter earnings growth of nearly 28% year-over-year, according to LSEG I/B/E/S Estimates.That's an 11.7 percentage point increase from where the estimate stood a week ago, and marks the biggest earnings growth since the fourth quarter of 2021.Melissa Brown is managing director of investment decision research at SimCorp."I think we're just seeing the continuation of this AI trade and maybe the complete ignoring of some of the other red flags that are out there - higher oil prices leading to higher inflation, you know, many other things that might give investors pause. But we're coming through a good earning season, particularly for some of these tech companies, and investors are, I guess, saying it's still time to buy there."Among other movers, shares of Atlassian surged more than 29% after the enterprise software firm hiked its forecast. Peers Salesforce and ServiceNow also gained.Shares of Reddit jumped 13% after the social media site gave an upbeat quarterly revenue forecast.On the flip side, shares of Roblox tumbled more than 18% after the online game platform cut its annual bookings forecast. </body>

^DJI ^IXIC

Zacks5d agoneutral

FedEx (FDX) Stock Dips While Market Gains: Key Facts

FedEx (FDX) closed at $393.73 in the latest trading session, marking a -2.38% move from the prior day.

^DJI

Barrons.com5d agoneutral

U.S. Dips Into Oil Reserves as Iran War Enters Its Third Month

U.S. petroleum inventories are declining, although they are still above year-ago levels. Plus, market newsletter commentary on the Federal Reserve, consumer spending, and the growth of the venture-capital market.

AXP

The Wall Street Journal5d agoneutral

Jobs Report, Berkshire Annual Meeting: What to Watch in the Next Week

Investors won’t get too much of a respite from a big week trading the AI boom, with Palantir, Advanced Micro Devices, and CoreWeave reporting earnings. Before then, Warren Buffett successor Greg Abel will lead his first annual meeting as CEO of Berkshire Hathaway.

AMD CRWV DUOL PLTR

Bloomberg5d agoneutral

SEC Semiannual Reporting Proposal Clears White House Review

(Bloomberg) -- A Securities and Exchange Commission plan to let public companies cut quarterly disclosures to twice a year moved closer to reality after passing a White House review.Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftTrump Rues State of Iran Talks, Says Prefers Not to StrikeWorld’s Largest Container Carrier Plans Route Avoiding HormuzTrump Family-Backed Drone Firm Signs Weapons Deal With USSpirit Bailout Talks Said to Have Ended With Closure L

HOOD

Simply Wall St.5d agoneutral

Lithium Americas (TSX:LAC) Is Up 20.7% After Capex And Dilution Reassessment At Thacker Pass – Has The Bull Case Changed?

In recent days, Scotiabank and BMO Capital revised their research on Lithium Americas, citing rising capital expenditure inflation at the Thacker Pass project and dilution from at-the-market equity issuance. This combination of higher projected project costs and funding-related dilution concerns adds a fresh layer of scrutiny to how investors assess Lithium Americas’ long-term project economics and capital structure. With the stock moving sharply over the past week, we’ll explore how capex...

LAC

Barrons.com5d agobearish

The S&P 500 Just Had Its Best Month Since 2020. Don’t Let ‘Sell in May’ Spook You.

There was a lot that could have made the stock market fall. Investors shrugged off questions about when—or even if—the Federal Reserve would cut interest rates again this year after the central bank held rates steady, and they ignored the fact that Jerome Powell plans to stay on the Fed’s Board of Governors even as Kevin Warsh prepares to become chair. Inflation came in hot as oil prices continued to rise, and earnings from Microsoft and Meta Platforms revealed sizable capital spending increases—and resulted in falling stocks. Eli Lilly earnings offered evidence that weight-loss drugs were only getting bigger; Coca-Cola’s beat showed that not all soft-drink makers are suffering from an Ozempic overhang; Alphabet’s capital spending paid off with big profits; and Caterpillar’s numbers demonstrated that there’s more to its business than mining and machinery.

GLW XLK

Bloomberg5d agoneutral

Meta Acquires Robotics AI Company to Help Build Humanoid Technology

(Bloomberg) -- Meta Platforms Inc. has acquired Assured Robot Intelligence, a startup developing artificial intelligence models for robots, as part of a major initiative to build humanoid technology. Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Firm Signs Weapons Deal With USTrump Rues State of Iran Talks, Says Prefers Not to StrikeTwo NJ Malls Separated by Just Four M

QCOM

Bloomberg5d agoneutral

OpenAI CFO Sees ‘Vertical Wall of Demand’ for Products

(Bloomberg) -- OpenAI Chief Financial Officer Sarah Friar pushed back on concerns about missing internal targets, saying the company is meeting objectives and sees “a vertical wall of demand” for its products.Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Firm Signs Weapons Deal With USTrump Rues State of Iran Talks, Says Prefers Not to StrikeUS Seeks to Deploy Hypersoni

CRM CRWV

Zacks5d agobullish

CNH Q1 Earnings Meet Estimates, Revenues Beat on Favorable Pricing

CNH posts in-line Q1 earnings as pricing and FX lift revenues, but tariffs and costs squeeze margins across Agriculture and Construction.

CNH

GuruFocus.com5d agoneutral

Gold Nears $4,630 As Dollar Retreat Offsets Iran War Inflation Risks

Gold rose after dollar weakness helped counter inflation pressure from the Iran war and Strait of Hormuz disruption.

GLD

Zacks5d agoneutral

Ball Corp. Set to Report Q1 Earnings: What's in Store for the Stock?

BALL heads into Q1 earnings with sales and profit growth expected, but the model signals no clear beat as tariff costs and mixed segment outlook weigh.

ETN

Zacks5d agoneutral

Considering "Sell in May?" 5 ETFs to Buy Instead

Don't "sell in May" yet. Solid earnings, AI strength, and geopolitical tailwinds make select ETFs attractive despite inflation and Iran war risks.

XLK

ETF Trends6d agoneutral

Why Investors Should Consider FLTB

ETF flows in March 2026 were highlighted by a massive flight to the short end of the yield curve. Investors sought refuge in short-term bonds to escape the downpour of geopolitical volatility mixed in with a thick fog of stubborn inflation. It’s a perfect environment to consider the Fidelity Limited Term Bond ETF (FLTB). One [...]

^VIX

Barrons.com6d agoneutral

Consumers Are Still Spending, for Now. These Companies Show It.

Consumer companies Hilton and Visa both reported strong quarterly earnings and raised their full-year guidance. Inflation remains a concern going forward.

HLT

Simply Wall St.6d agobullish

Leidos Wins US$456m Contract As Health Services Role And Valuation Stand Out

Leidos Holdings (NYSE:LDOS) has been awarded a US$456 million Military OneSource contract. The award covers wide ranging well being services for service members and their families. The contract is structured as a long term federal engagement serving more than 4.7 million eligible individuals. For investors tracking Leidos primarily as a defense technology and government IT contractor, this Military OneSource award puts the managed health and support services side of the business in sharper...

LDOS

24/7 Wall St.6d agoneutral

VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex

The CBOE Volatility Index (^VIX) is in a whipsaw trajectory, trading between 17.32 and 18.73 in today’s session alone, a range of 8.2% in this uncertain market climate. The move lands amid a dense macro week: blowout earnings from four mega-caps, a $725 billion AI capex revelation, Q1 GDP of 2.0%, and a Fed rate hold ... VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex

DIA QQQ ^VIX

MT Newswires6d agobearish

Gold Rises as the Dollar and Yields Fall After a Report Showed U.S. Inflation Continues to Run Hot

Gold rose early Thursday as the dollar dropped after a report showed a key U.S. inflation measure ro

GLD

Simply Wall St.6d agoneutral

3 TSX Stocks That May Be Undervalued For Investors Seeking Value

As the Canadian market navigates a complex landscape marked by steady interest rates and cautious optimism around earnings, investors are closely watching how these factors influence economic growth and inflation. In this environment, identifying stocks that may be undervalued can be particularly appealing for those seeking value, as they offer potential opportunities to capitalize on resilient fundamentals despite broader uncertainties.

UUUU

24/7 Wall St.6d agoneutral

Here Are Thursday’s Top Wall Street Analyst Research Calls: AbbVie, Equinix, GE Healthcare, Kratos Defense, Meta Platforms, Oneok, Palantir Technologies, Wingstop, and More

Pre-Market Stock Futures: Futures are trading higher this morning after a messy Wednesday trading session that saw all major indices except the Nasdaq end lower, with the Nasdaq closing virtually unchanged at 24,603, up 0.04%. The combination of soaring oil prices, the Federal Reserve keeping interest rates unchanged for the third straight meeting, and bogged-down ... Here Are Thursday’s Top Wall Street Analyst Research Calls: AbbVie, Equinix, GE Healthcare, Kratos Defense, Meta Platforms, Oneok

AVAV KTOS TER

Simply Wall St.7d agoneutral

Ondas Merger With Mistral Recasts Role In Defense Contracts And Valuation

Ondas Holdings (NasdaqCM:ONDS) has completed its merger with Mistral. The deal adds U.S.-based manufacturing, integration, and federal contracting infrastructure to Ondas. Completion of the merger gives Ondas direct access to U.S. Army and Special Operations contract vehicles. The combined business now targets larger U.S. military and public safety programs and carries a higher backlog tied to autonomous defense systems. For you as an investor, the key point is that Ondas is no longer just...

ONDS

Motley Fool7d agoneutral

FormFactor (FORM) Q1 2026 Earnings Transcript

Before we begin, Stan Finkelstein, the company's Vice President of Investor Relations, will remind you of some important information. Reconciliations of GAAP to non-GAAP measures and other financial information are available in the press release issued today by the company and on the Investor Relations section of our website. Today's discussion contains forward-looking statements within the meaning of the federal securities laws.

FORM