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Here Are Monday’s Best Wall Street Analyst Research Calls: Accenture, Apple, Boyd Gaming, BWX Technologies, Conoco-Phillips, Estee Lauder, Hut 8, Incyte, SpaceX, and More
24/7 Wall St.44d agoneutral
Here Are Monday’s Best Wall Street Analyst Research Calls: Accenture, Apple, Boyd Gaming, BWX Technologies, Conoco-Phillips, Estee Lauder, Hut 8, Incyte, SpaceX, and More

Pre-Market Stock Futures: Futures are trading mixed as we prepare to finish the last full week of the second quarter. We finished a wild holiday-shortened trading week last Thursday, as Friday was the federal Juneteenth holiday, and all major indices rebounded smartly from the Federal Reserve-induced sell-off on Wednesday. Details of the signed memorandum of ... Here Are Monday’s Best Wall Street Analyst Research Calls: Accenture, Apple, Boyd Gaming, BWX Technologies, Conoco-Phillips, Estee Laud

“They Forgot to Protect Our Industries With TARIFFS!” — Does a Trump Trade War 2.0 Loom?
24/7 Wall St.47d agoneutral
“They Forgot to Protect Our Industries With TARIFFS!” — Does a Trump Trade War 2.0 Loom?

There have been renewed talks about whether tariffs could send us into another phase of trade wars. And while it’s up for debate as to whether a trade war 2.0, so to speak, has already arrived, I do think that investors shouldn’t panic over concerns that further tariffs will further fan the flame that is ... “They Forgot to Protect Our Industries With TARIFFS!” — Does a Trump Trade War 2.0 Loom?

Why I Can’t Stop Buying This $3 Trillion Tech Titan Even as a “Rate Shock” Threatens to Tank Wall Street
24/7 Wall St.48d agobullish
Why I Can’t Stop Buying This $3 Trillion Tech Titan Even as a “Rate Shock” Threatens to Tank Wall Street

I keep hitting the buy button on Apple (NASDAQ:AAPL), and the June panic over Fed Chair Kevin Warsh has only made my finger faster. Momentum traders are dumping high-flying tech indiscriminately, terrified Warsh will hold or hike to stamp out sticky inflation, and Apple has been dragged back under the $300 threshold at $299.24. I ... Why I Can’t Stop Buying This $3 Trillion Tech Titan Even as a “Rate Shock” Threatens to Tank Wall Street

Gas prices fall but chip demand is causing a new headache
Yahoo Finance Video48d agobearishVIDEO
Gas prices fall but chip demand is causing a new headache

Consumers may finally be getting some relief at the pump, with gas prices falling to their lowest levels since March following the Iran peace deal. But any savings could be offset elsewhere, as the AI-driven chip shortage pushes up the price of Apple (AAPL) iPhones. Hennion & Walsh CIO Kevin Mahn and Yahoo Finance Senior Business Reporter Ines Ferre join Julie Hyman to discuss the latest pressures on consumers and how the Fed is navigating the shifting inflation landscape.

Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure
24/7 Wall St.56d agoneutral
Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure

Apple (NASDAQ:AAPL), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic ... Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure

Stocks Are Flirting With a Dangerous Valuation Trap
Barrons.com57d agoneutral
Stocks Are Flirting With a Dangerous Valuation Trap

What hasn’t really moved, however, is the longer end of the bond market, where yields remain elevated and forecasts for Federal Reserve rate hikes are getting increasingly aggressive following last week’s stronger-than-expected payroll data, and ahead of Wednesday’s May inflation readings. The higher yields, which have for the most part echoed market bets on a Fed rate hike before the end of the year, now priced at around 70% by the CME Group’s FedWatch, also seem to be resetting at levels that could make stock markets uncomfortable. Its closest comparison in the bond markets, the yield on 3-month Treasury bills, is holding at around 3.7%.

Bloomberg57d agoneutral
Trump’s $100,000 H-1B Visa Application Fee Rejected by Judge

(Bloomberg) -- A federal judge struck down a $100,000 fee President Donald Trump ordered for H-1B visa applications, providing a reprieve for US technology companies that rely on hiring skilled foreign workers.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalWhy Oil’s Not at $200 After the Biggest Supply Shock in HistoryIsrael Stri

Apple Knocks Big Tech Rivals for Making 'AI for the Sake of AI'
Barrons.com57d agoneutral
Apple Knocks Big Tech Rivals for Making 'AI for the Sake of AI'

As he announced Apple's new AI services, senior VP Craig Federighi was critical of other companies' pursuit of AI. "Some appear to be racing forward, seemingly pursuing AI for the sake of AI. without clear regard for the people--all of us--that it's ultimately meant to serve," he said.

As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Titan Is The Clear Winner
24/7 Wall St.58d agoneutral
As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Titan Is The Clear Winner

Micron Technology (NASDAQ:MU) is the stock everyone wants to talk about right now, with shares up 202.87% year to date on an AI memory supercycle narrative that has order books reportedly stretching into 2027. But here’s what you should actually be watching. The Crowded Trade At The Top Of Its Cycle Micron just reported a ... As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Titan Is The Clear Winner

Week ahead: SpaceX readies for liftoff as inflation clouds gather
Proactive58d agoneutral
Week ahead: SpaceX readies for liftoff as inflation clouds gather

Wall Street heads into a big week after a sharp selloff rattled investors, with inflation data, Apple's annual developer conference and the highly anticipated SpaceX initial public offering set to dominate market attention. Stocks ended last week under pressure after a stronger-than-expected...

SpaceX IPO, Inflation Report: What to Watch This Week
The Wall Street Journal58d agoneutral
SpaceX IPO, Inflation Report: What to Watch This Week

Investors are counting down to the end of the week when Elon Musk’s rocket maker SpaceX is expected to start trading on the Nasdaq in what could be the largest IPO on record. Also, Apple’s developer conference kicks off Monday where the tech giant will unveil its latest tools and technologies.

Dangote Is Doubling Giant Oil Refinery and Plotting Trading Push
Bloomberg62d agoneutral
Dangote Is Doubling Giant Oil Refinery and Plotting Trading Push

(Bloomberg) -- Aliko Dangote has started work to double capacity at his huge oil refinery in Nigeria, which when finished will rival the world’s largest site and give Africa’s richest person a stronger grip of global fuel supply chains.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than a Year on AI Outlook MissTru

Palo Alto CEO’s Pay, Now Nearly $100 Million, Is Most Rejected in Corporate America
Bloomberg64d agoneutral
Palo Alto CEO’s Pay, Now Nearly $100 Million, Is Most Rejected in Corporate America

(Bloomberg) -- Shareholders at Palo Alto Networks Inc. have a recurring beef with the company over how much it pays the chief executive officer and other senior leaders. Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingAndrew Left Found Guilty in Case That Spooked Short SellersUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedA ma