News — AI supercycle headlines

Simply Wall St.4d agoneutral

Uber Jury Verdict Puts Legal Risks Beside Valuation Upside For Investors

A federal jury recently found Uber (NYSE:UBER) legally responsible for a 2019 passenger assault. The verdict is part of a nationwide multi-district litigation focused on passenger sexual assault. Jurors held Uber liable as a common carrier, a classification with potential implications for future cases. This is the second major verdict against Uber this year, with more bellwether trials scheduled. Uber operates a global ride hailing and delivery platform, connecting drivers, couriers and...

UBER

Barrons.com4d agoneutral

Tech Stocks Eclipse Iran, Oil as the Market’s Mover. Why That Will Continue.

Elon Musk settles over Twitter stock disclosures, Palantir beats expectations, Trump’s tariff risks persist, and more news to start your day.

Motley Fool4d agoneutral

Yikes! The Federal Reserve's April and Quarterly Annualized Inflation Forecast Was Just Updated -- and It Isn't Pretty

Things continue to look dicey for the U.S. economy and stock market.

^DJI ^GSPC ^IXIC

The Wall Street Journal4d agoneutral

Tech Earnings, Jobs Report: What to Watch This Week

Earnings season revs up the next few days as investors will hear from big companies including Advanced Micro Devices, CoreWeave, Pfizer and McDonald's. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.

AMD ANET CRWV HOOD MCD PFE PYPL SHOP

BeInCrypto4d agoneutral

US 30-Year Yield Hits Highest Yield in Two Decades as Iran War Reignites Inflation Fears

The 30-year US Treasury yield exceeded 5%, nearing an 18-year high as the US-Iran war continues to fuel inflation fears.

^GSPC

Yahoo Finance Video4d agoneutralVIDEO

AMD and Pfizer earnings, job openings, Fedspeak: What to Watch

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Tuesday, May 5, including earnings results from Advanced Micro Devices (AMD), Pfizer (PFE), and Anheuser-Busch Inbev (BUD); fresh labor data in the form of the latest Job Openings and Labor Turnover Survey (JOLTS) report; and commentary from Federal Reserve Vice Chair for Supervision Michelle Bowman and Governor Michael Barr.

AMD PFE

Reuters Videos4d agobearishVIDEO

S&P 500 falls from record high on Middle East worries

<body>STORY: U.S. stocks ended lower after a South Korean ship was hit by an explosion in the Strait of Hormuz.The Dow fell more than one percent, the S&P 500 dropped four tenths of one percent after hitting a record high Friday and the Nasdaq slid about two tenths. It also climbed to a new high Friday.Energy stocks rose after reports of the latest confrontations which appeared likely to persuade commercial shippers the strait was still unsafe after U.S. President Donald Trump said the U.S. Navy would open it.Also, the United Arab Emirates reported a fire at an oil installation following an Iranian drone attack.Meanwhile, in the U.S., earnings continue to far outpace predictions. S&P 500 companies are expected to post aggregate earnings growth of 28% year-over-year for the first quarter, double the expectation of 14% at the start of April, according to LSEG.Brad Bernstein, managing director at UBS Private Wealth Management remains optimistic about stocks."I think markets look great going into the rest of the year. As long as this war with Iran ends, because we have incredible earnings."(FLASH)"Revenue growth is the best it's been in five years. Consumer spending, if you look at bank earnings, continues to be better than expected. And when you look at the underpinnings of the economy, such as manufacturing growth, we're seeing a lot of new order spend and increase in the underlying economy of manufacturing, which is very bullish.":: EbayIndividual stocks on the move Monday included GameStop which fell 10% after the video game retailer offered to buy much larger eBay for about $56 billion in a cash-and-stock deal. Shares of Ebay advanced 5%.:: AmazonAmazon shares gained after the e-commerce giant said it was rolling out "Amazon Supply Chain Services," opening up its logistics network for other businesses to use.That hurt shares of UPS which plunged 10.5%, and FedEx which fell 9%.</body>

^GSPC ^IXIC

Motley Fool4d agoneutral

Prediction: This Silver ETF Will Take Off After May 15

Concerns about the Federal Reserve's independence and strategy is likely to result in investors loading up on silver again.

INTC NVDA ^GSPC

Barrons.com4d agoneutral

Think AI Spending Won’t Stoke Inflation? This Time Could Be Different.

Big tech spending on artificial intelligence is set to soar past $1 trillion next year as companies race to secure their place in the queue of the world’s hottest technology. The upshot of all that spending, however, is a likely boost to inflation prospects, which are already rising from oil and energy prices tied to the U.S. war with Iran and the on again, off again nature of tariffs put in place by President Donald Trump. “There is a regime shift underway in technology goods inflation,” said Stifel research analyst Thomas Carroll, who notes that 2026 “marks the first time in 65 years that tech goods prices are rising faster than wages.”

AMZN

Reuters4d agobullish

Pinterest forecasts upbeat quarterly revenue on resilient advertiser spending

Pinterest forecast second-quarter revenue above analysts' estimates on Monday, helped by steady spending from advertisers as the ‌image-sharing platform sharpens its ad offerings with deeper artificial intelligence ‌integration. Shares of the California-based company jumped 16% in extended trading. The company has been stepping up investments in AI, rolling out enhancements to its Performance+ ad suite to automate ad creation and improve personalized targeting, which have started to bear fruit.

META PINS

24/7 Wall St.4d agoneutral

FedEx Slides 9%, UPS Sinks 10% as Amazon Supply Chain Services Goes Live: How Real Is the Threat?

Shares of FedEx (NYSE:FDX) are down 9% to roughly $359 in midday trading Monday, while United Parcel Service (NYSE:UPS) stock is down 10% to about $97. The trigger: Amazon (NASDAQ:AMZN) has officially launched Supply Chain Services as a direct enterprise offering. Amazon stock is up 1% to $271 on the news, building on a 27% ... FedEx Slides 9%, UPS Sinks 10% as Amazon Supply Chain Services Goes Live: How Real Is the Threat?

AMZN

Yahoo Finance4d agoneutral

Ferrari affirms full-year guidance despite Middle East war; 'normality is abnormality' CEO says

Ferrari reported a first quarter earnings beat before the bell on Tuesday and reaffirmed its guidance, as the Italian automaker's luxury consumers bucked tension in the Middle East by selling more sports cars and in other regions. The report comes as President Trump renews a tariff threat on the European Union.

RACE

Barrons.com4d agobearish

Amazon Opens Shipping Business to All Comers. FedEx Stock Tumbles.

FedEx stock dropped after Amazon unveiled a new logistics offering that could compete directly with the shipping giant’s core business.

AMZN ODFL ^DJI

Reuters Videos4d agoneutralVIDEO

Amazon opens its logistics network to other businesses in growth push

<body>STORY: Amazon.com is elbowing its way into the business of UPS and FedEx.The company is giving other businesses access to its supply chain network that has powered the e-commerce giant’s operation for decades.Its so-called "Amazon Supply Chain Services" will allow companies across industries such as retail, healthcare and manufacturing to use Amazon’s freight network spanning ocean, road, rail and air to move, store and deliver everything from raw materials to final products.Amazon’s stock rose as much as almost 3% Monday morning while UPS fell as much as 10% and FedEx dropped more than 9%.With a fleet of more than 100 cargo planes, behind only FedEx and UPS, along with a vast network of warehouses and sorting hubs, Amazon's move could make it a key logistics player and intensify competition on pricing and speed.One analyst told Reuters quote, “For UPS and FedEx, this is not immediate disruption, but it is a structural warning shot, especially in e-commerce-heavy lanes where Amazon already has density, data and delivery-speed advantages."Amazon will allow businesses to take advantage of its speedy two-to-five-day delivery timelines, as well as warehousing and inventory forecasting capabilities.It has already signed up Procter & Gamble, 3M and American Eagle Outfitters. </body>

AMZN

Trefis4d agoneutral

Palantir Stock At $145: Five Risks Worth Tracking

Palantir Technologies (PLTR) is up over 5x in the last two years. It built its foundation on government contracts - defense, intelligence, and federal agencies - and that business is still growing fast. But the new growth vector is enterprise. Companies are moving from AI pilots to production deployment, and Palantir's AIP platform is becoming the infrastructure layer for that shift - autonomous workflows, real decisions, and running at scale.

AMZN MSFT PLTR SNOW

Investing.com4d agoneutral

The midterms could lead to less aggressive tariffs, BofA says

Investing.com -- Upcoming U.S. midterm elections could reshape the Administration’s approach to both foreign policy and trade, according to a new note from Bank of America.

BAC

Yahoo Finance Video4d agoneutralVIDEO

The FBI shut down a swarm of crypto scams. Here's what happened.

The US Federal Bureau of Investigation (FBI) shut down several crypto scam centers, leading to 276 arrests and $562 million saved. Scott Melker discusses the details in the video above."The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

META

Investing.com4d agoneutral

Fed’s Williams says monetary policy well positioned amid Middle East uncertainty

Investing.com -- New York Federal Reserve President John Williams said on Monday that U.S. monetary policy is well positioned to handle economic uncertainty stemming from the war in the Middle East, though he warned that risks to both sides of the central bank's mandate have increased.

WSJ4d agoneutralVIDEO

Redesigning America's Digital Infrastructure

Joe Gebbia, Airbnb co-founder and U.S. Chief Design Officer, and design pioneer Peter Arnell discuss their work with the National Design Studio, a newly formed federal initiative aimed at modernizing the United States government's digital infrastructure.

ABNB

BeInCrypto4d agoneutral

Elon Musk Is Now Worth More Than an Average Country’s GDP

Elon Musk's net worth hit $800 billion, matching Rockefeller's 1913 share. He responded with a $10 trillion target.

TSLA

Zacks4d agoneutral

Can Productivity Savings Shield PepsiCo From Inflation Pressures?

PEP leans on productivity gains, supply-chain efficiency and tech investments to blunt inflation, but can they fully protect margins over time?

24/7 Wall St.4d agoneutral

Gold Slides, 30-Year Yield Hits 5.1% as Rate Fears Take Over

The PHLX Gold/Silver Sector (^XAU) is under pressure Monday as precious metals pull back across the board. SPDR Gold Shares (NYSEARCA: GLD) ETF is down 1.3% to roughly $418, while iShares Silver Trust (NYSEARCA: SLV) ETF is off 2.3% near $67 as the market reassesses what the Strait of Hormuz disruption actually means for inflation, rates ... Gold Slides, 30-Year Yield Hits 5.1% as Rate Fears Take Over

GLD

TheStreet4d agoneutral

Morgan Stanley resets Apple stock price target after earnings

Apple just delivered a quarter that surprised even its skeptics. Services grew faster than expected. Margins held up better than feared. And for a company that has spent much of 2026 navigating tariff concerns and AI doubts, the results landed exactly when it needed them to. Morgan Stanley noticed. ...

AAPL

Barrons.com4d agobearish

FedEx Stock Falls as Amazon Expands Into Logistics. Disruption Fears Rise Again.

FedEx stock dropped after Amazon unveiled a new logistics offering that could compete directly with the shipping giant’s core business.

AMZN ^DJI ^GSPC

24/7 Wall St.4d agoneutral

“The Nuclear Weapons of Cybersecurity”: Why Treasury Just Warned Banks About AI’s New Power

It is unusual for the Treasury Secretary to call the heads of the largest Wall Street banks into a room to discuss a software system. It is even more unusual when the Federal Reserve Chair joins him. Treasury Secretary Scott Bessent and Fed Chair Jerome Powell recently gathered the CEOs of major Wall Street banks ... “The Nuclear Weapons of Cybersecurity”: Why Treasury Just Warned Banks About AI’s New Power

NVDA

24/7 Wall St.4d agoneutral

Stocks have never posted a losing year after a midterm election since 1950. Here’s why that matters heading into 2026 elections.

Markets hate uncertainty. But they have a remarkably consistent way of handling it. Since 1950, the S&P 500 has not posted a single negative one-year return in the 12 months following a midterm election. Not one. Through 19 midterm cycles spanning Eisenhower to Biden — across recessions, oil shocks, impeachments, wars and a financial crisis ... Stocks have never posted a losing year after a midterm election since 1950. Here’s why that matters heading into 2026 elections.

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Proactive4d agoneutral

Week ahead: US labour data and Big Tech earnings in focus as volatility lingers

Wall Street heads into the first full week of May with a familiar mix of anticipation and nerves. The spotlight is firmly on the April jobs report, a wave of big-name earnings, and a steady drumbeat of Federal Reserve commentary that could shape expectations for interest rates going into...

PLTR

Zacks4d agoneutral

GCT Q1 Earnings on Deck: Buy, Sell or Hold It Ahead of Results?

GCT to report Q1 2026 on May 7, with estimates pointing toward 87 cents EPS and $344.9M revenues as costs, tariffs and acquisitions shape results.

SYM

Quartz4d agoneutral

Amazon Supply Chain Services opens logistics to all businesses

Procter & Gamble, 3M, Lands' End, and American Eagle Outfitters are among the first companies to sign up

AEO AMZN

24/7 Wall St.4d agoneutral

While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding

NVIDIA (NASDAQ:NVDA) is the stock dominating every retirement account discussion, every cable hit, and every chart on Twitter, and the multi-year run is precisely why. The more important signal sits elsewhere. Semiconductor revenue is cyclical. Always has been. The Bureau of Economic Analysis already shows the math: manufacturing’s share of GDP fell from 9.7% in ... While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding

AMZN CRM GOOGL META MSFT NOW