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A number of stocks fell in the afternoon session after the April PPI report lifted the 10-year Treasury yield to a 10-month high of 4.49%, eliminating 2026 rate-cut expectations and raising the discount rate for long-duration growth valuations.
A number of stocks fell in the afternoon session after the April PPI report lifted the 10-year Treasury yield to a 10-month high of 4.49%, eliminating 2026 rate-cut expectations and raising the discount rate for long-duration growth valuations.
Shares of latin American e-commerce and fintech company MercadoLibre (NASDAQ:MELI) fell 2.9% in the afternoon session after the April PPI report lifted the 10-year Treasury yield to a 10-month high of 4.49%, eliminating 2026 rate-cut expectations and raising the discount rate for long-duration growth valuations.
If you are wondering whether Alphabet's current share price still makes sense for new capital, it starts with understanding what the market might be pricing in versus what the underlying business could be worth. The stock last closed at US$396.78, with returns of 16.1% over the past 30 days and 25.9% year to date, while the past year shows a 139.6% gain and the past 5 years show an increase that is roughly 2.5x the starting level, even with a slight 1% pullback over the past week. Recent...
Investing.com -- Artificial intelligence is beginning to account for a significantly larger share of corporate workforce reductions, according to a UBS Global Research report issued on May 13, 2026.
The conglomerate's first portfolio disclosure under its new CEO hints at a willingness to lean further into technology.
Broadcom (AVGO) stock has gained about 36% since the April 6 closing price of $314.43, trading at $428.61 according to Yahoo Finance at the time of writing, Friday afternoon, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up about 12.5% in the same period. Why has Broadcom outpaced the ...
Two unconventional ETFs promise to monetize information edges that traditional fund managers ignore. The Unusual Whales Subversive Democratic Trading ETF (NASDAQ:NANC) mirrors stocks disclosed by Democratic members of Congress under the STOCK Act, while the VanEck Social Sentiment ETF (NYSEARCA:BUZZ) uses natural language processing to score social media chatter around large-cap US stocks. Both test ... NANC Traders Beat the Crowd by 33 Points and the Difference Keeps Growing
AI infrastructure spending is reshaping the semiconductor supply chain in unexpected ways. AXT emerged as one of the market’s top performers by supplying materials essential to modern data centers.
The U.S. electricity grid hasn’t faced a demand shock like this since the post-World War II industrial boom. For decades, power consumption grew at a sleepy 1% to 2% annually. Then came data centers. Then came AI. And now, if Nvidia (NASDAQ:NVDA) CEO Jensen Huang is right, we haven’t seen anything yet. So here’s the ... The Staggering Number Jensen Huang Just Revealed Changes Everything About AI
Nvidia Corp has become the world's second-largest asset by market value after its market cap soared to above $5.5 trillion ahead of next week's highly awaited earnings report. Nvidia Outstrips Silver According to an X post by The Kobeissi Letter...
Despite Alibaba Group's report of a sharp drop in profitability, its full-stack AI business could be seen as a pivot in the right direction.
(Bloomberg) -- Brian Emes manages a retail store in Lethbridge, Alberta, a small city on the Canadian prairie about a two-hour drive from the US border. On the morning of May 11, before opening the shop, the 43-year-old launched his brokerage app and bought 55 shares of an exchange-traded fund that hadn’t existed until early April. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitWhat Is The Thucydides Trap
Investing.com -- Billionaire investor Bill Ackman clarified on Saturday that his hedge fund’s decision to fully liquidate its long-held stake in Google parent Alphabet Inc Class A (NASDAQ:GOOGL) was driven by portfolio rebalancing rather than negative sentiment.
They have been among the biggest winners of the AI revolution so far.
Billionaire investor Bill Ackman said on Saturday that the sale of Google parent Alphabet's shares was not a bet against the company. Ackman on Friday said his firm Pershing Square had built a new position in tech giant Microsoft after its stock price dropped recently, and sold his long-owned investment in Alphabet to help pay for it.
Netlist (OTCMKTS:NLST) reported record quarterly revenue for the first quarter of 2026, citing strong demand for memory products, tight industry supply and higher DRAM pricing as key drivers of its performance. Chief Executive Officer Chuck Hong said the company delivered “a strong first quarter pe
Affirm Holdings (AFRM) is back in focus after announcing a new collaboration with Google that will put its buy now, pay later options directly into Google Search, AI Mode, the Gemini app and Google Pay checkout. See our latest analysis for Affirm Holdings. The stock has had a strong 90-day share price return of 32.14% and a 10.40% 30-day share price gain, even though the year-to-date share price return is down 11.09%. Over the longer term, the 1-year total shareholder return of 25.20% and...
Alphabet's YouTube and Snap have reached settlements in the first case set for trial in litigation seeking to force social media platforms to cover the costs school districts incur to combat a youth mental health crisis they say the companies fueled. The settlements were detailed in court filings on Friday in federal court in Oakland, California, and resolve claims by a Kentucky school district that is still due to take Facebook and Instagram parent Meta Platforms and TikTok to trial on June 15. Terms of the settlements with Breathitt County School District in rural Eastern Kentucky were not disclosed.
Two of Wall Street's most closely watched billionaire stock pickers, both once voluble activist investors, took opposite tacks this year when Bill Ackman bet on Microsoft and exited Google parent Alphabet and Daniel Loeb did the opposite. Ackman said on X his firm Pershing Square began building a new position in software giant Microsoft in February after shares dropped, saying investors weren't giving it enough credit for its Microsoft 365 office suite and artificial intelligence investments.
Elon Musk‘s rocket company, SpaceX and Alphabet Inc are reportedly negotiating a launch deal to put data centers into orbit. The speculative technology would bypass Earth’s massive power grid constraints just as SpaceX gears up for what may become the...
Alphabet issued a record ¥576.5 billion (about $3.6b) yen-denominated corporate bond, the largest ever by a foreign company in Japan. The sale is Alphabet's first yen bond and is aimed at funding AI infrastructure, including cloud and datacenter capacity. This deal is part of a wider funding push that has seen Alphabet raise close to $60b in global debt markets for AI spending. Wall Street is increasingly focused on the scale of AI related borrowing by large tech companies and its impact on...
Berkshire Hathaway more than tripled the size of its investment in Google's parent company and bought over $2.6 billion worth of Delta Airlines stock as Greg Abel settled into the CEO job after taking over from Warren Buffett at the start of the year. The conglomerate also dumped a number of other stocks, including Visa, Mastercard, Domino's Pizza, Amazon and United Healthcare after the departure late last year of Todd Combs, who was one of the two investment mangers Buffett hired to help manage the portfolio. Buffett was always reluctant to invest in tech companies because he said he didn't understand them well enough to predict the long-term winners.
Pershing Square Capital Management, the hedge fund run by billionaire Bill Ackman, added Microsoft as a core holding during the first quarter of 2026, betting that the software giant will be a winner in the artificial-intelligence race. Pershing Square held 11 U.S.-listed equity positions with a disclosed market value of about $13.71 billion by the end of the first quarter, according to the fund’s latest 13F filing, which was submitted to the Securities and Exchange Commission on Friday. The top holding was Brookfield , valued at roughly $2.42 billion; followed by Amazon valued at $2.39 billion; and Uber valued at $2.15 billion.
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