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Major indexes edged lower as the yield on the 10-year Treasury note pushed past 5%. Markets have had a lot to digest this week: a quarter-point interest-rate hike, fluctuating fuel prices and big tech's P(doom)--aka the probability that AI results in a existentially catastrophic outcome, according to the Silicon Valley ecosystem.
Stock Market Today: The Dow Jones index falls Friday ahead of the August jobs report. Lululemon stock plunges 21% on earnings.
Today Inflation data: Consumer price index for July, 8:30 a.m. ET Other data: EIA petroleum status report, Treasury budget Bond auctions: 10-year Treasury note Earnings: Cisco Systems, Stubhub, Coherent, Air Canada Thursday Economic data: Producer price index for July, Jobless claims, EIA natural-gas storage report Earnings: Applied Materials, Tapestry Federal Reserve speakers: Cleveland Fed President Beth Hammack, one of three Fed regional bank heads to dissent from last month’s rate decision.
The Morning Bull - US Market Morning Update Tuesday, Aug, 11 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1% and tech heavy Nasdaq futures gaining around 0.4%. Softer U.S. jobs data is a key driver. July payrolls fell by 23,000, which reduces the chance of another interest rate hike and can ease pressure on mortgages, credit cards and auto loans. At the same time, Strait of Hormuz risks are keeping oil elevated, which feeds into fuel and...
Today Economic data: NFIB small-business index for July, existing home sales Earnings: Cardinal Health, Lumentum, CoreWeave, Super Micro, On Holding, Smithfield Foods Wednesday Inflation data: Consumer price index for July, 8:30 a.
Monday Earnings (a.m): Barrick Mining Earnings (p.m.): Simon Property, Rocket Lab, JBS, Hims & Hers Health, Trump Media Tuesday Economic data: NFIB small-business index for July, existing home sales Earnings: Cardinal Health, Lumentum, CoreWeave, Super Micro, On Holding, Smithfield Foods Wednesday Inflation data: Consumer price index for July, 8:30 a.
Stock Market Today: The Dow Jones index rises Friday ahead of a pivotal July jobs report. AI name Cloudflare stock soars on earnings.
Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.
China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If ... The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.
U.S. optical component stocks surged following a Reuters report that the Trump administration is drafting a ban on U.S. imports of new Chinese data center hardware. Applied Optoelectronics jumped 16%, Coherent gained 13%, Lumentum rose 11%, and Corning climbed 8%. According to four sources familiar with the matter, the Federal Communications Commission (FCC) is preparing restrictions against new Chinese optical transceivers—the critical hardware that routes data over fiber-optic cables inside AI
Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough ... These 7 Stocks Will Solve AI’s Most Important Bottleneck
Vishay Intertechnology opens 2026 with a record $1.6B backlog and AI-driven orders -- yet tariffs and export uncertainty loom over the Vishay 3.0 growth push.
The Morning Bull - US Market Morning Update Wednesday, Jun, 10 2026 US stock futures are pointing slightly higher this morning, with key contracts on the S&P 500 and Nasdaq up around 0.2% to 0.7%, as investors weigh cooler US inflation expectations against a climb in government bond yields. The US 10 year yield is around 4.57%, which means borrowing costs across mortgages, credit cards, and business loans remain relatively high. At the same time, one year ahead US consumer inflation...
A number of stocks fell in the afternoon session after a stronger-than-expected May jobs report fueled concerns that the Federal Reserve will keep interest rates elevated.
Investing.com -- Wall Street is set to cap off this week with a decline, as rate-sensitive technology stocks and chip names fall. We have also seen rising U.S. Treasury yields after a significantly stronger-than-expected May jobs report.
The Morning Bull - US Market Morning Update Tuesday, May, 12 2026 US stock futures are pointing slightly lower this morning, as investors brace for April inflation data and higher borrowing costs. The consumer price index is expected at 3.7% year on year, with a firm 0.6% monthly reading, which would underline that the cost of living is still rising faster than many households would like. At the same time, the 10 year US Treasury yield sits near 4.4%, a level that keeps pressure on mortgages,...
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