High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Markets don’t move in a straight line — and neither do the people running the country. Q1 2026 was a quarter defined by tariff headlines, rate uncertainty, and a broad S&P 500 pullback that rattled retail and institutional investors alike. Most people were paralyzed. Some panicked. And at least one person — or rather, one ... President Trump’s Stock Broker Was the Busiest Person in America in Q1
Interest rates, economic growth expectations, inflation trends, and credit conditions often determine which parts of the market lead and which fall behind. Dow Industrials trading near the very round 50,000 level is beginning to resemble a potential double top relative to the February peak. Bearish RSI divergence, marked by lower highs in April and May even as the Dow pushed upward, suggests upside momentum is fading.
Investing.com -- Morgan Stanley expects the Federal Reserve to hold interest rates through the rest of 2026 before beginning a gradual easing cycle in 2027, with the bank's mid-year outlook resting on fading tariff passthrough and limited spillover from higher oil prices into core inflation.
Unknown Executive: Before we begin the prepared remarks, we would like to remind you that earlier today, Blaize Holdings, Inc. issued a press release announcing its first quarter 2026 results. Earnings materials are available on the Investor Relations section of Blaize Holdings, Inc.'s website. Today's earnings call and press release reflect management's views as of today only and include statements related to our 2026 financial guidance, revenue, gross margin, competitive position, anticipated industry trends, market opportunities, products and financing opportunities, all of which constitute forward-looking statements under the federal securities laws.
Hotter-than-expected consumer and wholesale price readings this week have rattled investors, who were already fretting about the war in the Middle East driving up fuel costs. President Donald Trump said overnight that the U.S. doesn’t need the Strait of Hormuz open “at all,” adding to worries that the stalemate between the U.S. and Iran could drag on.
(Bloomberg) -- The dollar is heading for its best week in two months after US data showed price pressures that could push the Federal Reserve to raise interest rates over the next year.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That China Will Open Up MoreTrump Says China Offered Help on Iran as Sh
By Lewis Krauskopf NEW YORK, May 15 (Reuters) - Two themes critical to the U.S. stock market -- the artificial intelligence boom and inflation-pressured consumer spending -- will come under the
May 15 (Reuters) - Futures tracking the Nasdaq and the S&P 500 tumbled more than 1% on Friday, with an AI-driven rally in U.S. stocks poised to stall, as Treasury yields jumped on concerns about
A new standalone FedEx Freight may resemble a start-up, but the LTL carrier is far from it, experts say.
The benchmark 10-year U.S. Treasury yield is rising toward its highest level in nearly a year, as rising oil prices fan fears about inflation again. The yield topped 4.54% in early trading this morning, as Brent crude futures rose above $109 barrel. President Trump's summit with Chinese leader Xi Jinping concluded this morning, and while Trump said both he and Xi want the war to end, the meeting publicly yielded little in the way of concrete steps toward a resolution.
The central bank may be transforming from Wall Street's foundation to a liability before our eyes.
It's time to add exposure to businesses that consumers depend on regardless of the economic backdrop.
Stocks looked set to fall on Friday as investors fretted about soaring Treasury yields and President Donald Trump’s summit with China's leader Xi Jinping concluded without any meaningful breakthrough on trade. “For some time, analysts have been puzzled by equity markets’ resilience in the face of rising bond yields and clear inflationary pressures,” said Kathleen Brooks, research director at the foreign-exchange brokerage XTB. “Today we may see the pressure of rising bond yields start to weigh on equities, and futures prices suggest that U.S. indices will pull back from record highs later today and could close the week on a dampener.”
By Stella Qiu SYDNEY, May 15 (Reuters) - Asian shares came under pressure on Friday as investor euphoria over tech stocks gave way to inflation fears that saw Treasury yields spike to one-year highs
Wells Fargo made a significant call on interest rates six weeks ago. On May 13, its economists made a different one. And the reasoning behind the reversal says something important about how this bank reads the current inflation environment. The disagreement between Wells Fargo and two other major ...
<body><p>STORY: Tesla's robotaxi service is experiencing significant operational problems in Texas, raising questions about CEO Elon Musk’s ambitious vision for a near future full of driverless cars.</p><p>Reuters testing in Dallas, Houston and Austin found long wait times exceeding 30 minutes, limited availability and navigation problems.</p><p>In one case, a 20‑minute trip in Dallas stretched to nearly two hours.</p><p>The service remains confined to those three Texas cities despite Musk predicting last July that robotaxis would serve half the U.S. population by the end of 2025. </p><p>Much of Tesla’s $1.6 trillion valuation hinges on investor belief that the company will soon unleash a vast fleet of robotaxis.</p><p>But analysts say the expansion is moving slower than expected, with Musk now describing a more “cautious approach” to avoid injuries or fatalities.</p><p>In the meantime, experts have raised concerns about the technology's limits, including Peter Stone, a computer science professor at the University of Texas at Austin.</p><p>“People, at least so far, tend to be much better at unexpected situations and being able to reason about something that you've never seen before. But to be able to figure out on the fly what to do, especially if you're using a machine learning-based system, it relies critically on the training data that's been given. And if you come up with a completely, what's known as out of distribution, which is sort of a code word for just new or novel situation, then it's going to be much more difficult for a software-based system to react than people are.” </p><p>Police in Austin said Tesla's robotaxis tend to ignore posted speed limits, noting that vehicles in test rides last year drove 5 mph above the speed limit. </p><p>Since August, Tesla has reported 15 robotaxi crashes in Austin to federal regulators.</p><p>Most did not involve injuries, but one involved someone being sent to the hospital.</p><p>Tesla has requested that all information about the incidents be kept confidential, according to police.</p><p>Tesla did not respond to Reuters requests for comment.</p></body>
Yahoo Finance's Josh Lipton takes a look at the top stories for investors to watch on Friday, May 15, including Cerebras' (CBRS) second trading day, day two of President Trump's summit in China with President Xi, and Federal Reserve Chair Jerome Powell's last day in office.
We got a hot April Consumer Price Index (CPI) number, driven in a big way by energy costs, but even core CPI was surprisingly high, driven by a jump in shelter costs for the first time in a while. The April Producer Price Index (PPI) was even further above estimates. On May 12th, the ...
WASHINGTON, May 14 () - The Federal Communications Commission said Thursday it has approved Verizon's 2024 $1 billion deal to acquire some spectrum assets from U. Cellular to expand its network capacity and coverage.
Rising Treasury yields are starting to challenge the stock market’s AI-fueled rally, as investors grapple with persistent inflation, surging government borrowing, and elevated oil prices.
First, there was the TACO trade (Trump Always Chickens Out) amid rising tariff fears in the months and quarters that followed Liberation Day. These days, there’s growing chatter about the so-called NACHO (Not a Chance Hormuz Opens) trade, which suggests the much-anticipated reopening of the Strait of Hormuz might not happen anytime soon. Indeed, reopening ... Could the Trump NACHO Trade Send Energy Stocks Through the Roof?
A trial that may shape the future of OpenAI enters its final stages on Thursday, as lawyers for Elon Musk try to convince a jury to hold the ChatGPT maker's leaders responsible for transforming the nonprofit into a vehicle to enrich themselves. Closing arguments are scheduled in the Oakland, California, federal court in Musk's lawsuit against OpenAI and its CEO, Sam Altman. Musk is suing OpenAI and Altman for breach of charitable trust and unjust enrichment, accusing them of "stealing a charity" by straying from OpenAI's founding mission to build safe AI that would benefit humanity.
Tariffs affect a wide range of industries, from traditional manufacturing to modern AI development. Consumers and small businesses will feel the impact through higher costs for physical goods and digital services. The shift toward domestic production often carries a “compute tax” and increased infrastructure expenses. Also: Discover “The Next NVIDIA” Tariffs remain a ... These Are the Industries Most Affected by Tariffs
Investing.com -- Wolfe Research is warning that global central banks could be heading toward a policy split with the Federal Reserve, with the Bank of Japan emerging as the most important variable to watch in the months ahead.
It could be a tough travel season for key players.
Demand for Treasuries picks up overnight, and yields fall, as President Trump meets with China's Xi Jinping amid U.S. inflation jitters. Weekly jobless claims stay with a long-standing range, rising to 211,000 from a downwardly revised 199,000.
President Trump’s posture toward China has whipsawed markets for over a year, with prediction markets confirming tariffs escalated from 10% to 40% to 100% between February and June of last year. Any thaw in that relationship, whether through tariff relief, eased chip export rules, or restored market access, would flow straight into the income statements ... 5 Companies Are Betting on Trump’s China Pivot. Here’s Who’s Best Positioned.
South Korea's stock market is on track for another superb year as it swats away tariff and energy threats to its economy.
Pre-Market Stock Futures: Futures are trading higher on Thursday after another wild day on Wall Street, during which the major indices moved in different directions. Another round of disturbing inflation data hit the tape as the Producer Price Index for April came in at 1.4%, the largest move higher in four years, while Producer prices ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Commercial Metals, Doximity, Draftkings, Hut 8, Illumina, Lowe’s, TeraWulf, Starbucks, Whirlpool,
With a new Fed chair stepping in, uncertainty around inflation could rattle the market.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.