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Networking stocks are surging well beyond the broader tech sector, and no earnings report, contract award, or company announcement explains why Ciena, Arista, and Cisco are all moving together on the same Friday afternoon.
We're now looking at a 200 bps margin on PPI-CPI headlines, 240 bps on core.
Damodaran found that the S&P 500 moved about 0.5% when the 10-year yield changed by more than three basis points.
U.S. stock futures are showing modest gains early Friday as investors brace for the critical August Consumer Price Index (CPI) report amid persistent inflation concerns, central bank pressure, and deepening maritime disruptions in the Middle East. The Polymarket (CRYPTO: POL)...
Fitch Ratings says an AI-led market collapse could send U.S. share prices down 35% over six months and push the economy into recession, as American growth becomes increasingly dependent on technology spending. The ratings firm modeled the outcome as a...
Oracle gave traders a 36% single-session surge exactly one year ago tonight, yet options activity heading into this earnings report tells a completely different story about where the smart money expects the stock to go.
Shares of GoPro (NASDAQ:GPRO) are up 11% to $1.57 in late-morning trading Thursday, extending a rerating that has lifted the action camera maker 124% over the past month. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.43% on the session. Also, the iShares Semiconductor ETF (NASDAQ:SOXX) is off 2%, so today’s green tape is […]
A single policy update with no operational content just sent the entire copper mining sector into freefall, erasing billions in gains that took months to build. Here is why tariff uncertainty can reprice a whole industry inside minutes.
A $161 million tariff refund turned American Eagle's quarterly results into something far more complicated than a simple beat, and now investors are asking what the business actually looks like without that one-time cushion.
Federal Reserve rate-hike odds just handed quantum computing stocks their sharpest single-session hit in weeks, and the reason has nothing to do with anything these companies actually did.
TPG just bought into the exact Optum clinics that derailed UnitedHealth's profits, and management is hours away from reaffirming guidance that could either validate the deal or reopen a wound investors hoped was healing.
Snowflake surged 17% on earnings night, then spent Friday giving it back while every benchmark around it barely budged. That split-screen moment raises a pointed question about who is actually selling and why.
GoPro is surging on a merger that turns a camera company into an optical-transceiver play, and a famous YouTuber just became its largest individual shareholder. Here is what the move actually means against a backdrop of proven incumbents already delivering billion-dollar datacenter revenue.
Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.
President Donald Trump reacted Friday to the hotter-than-expected August nonfarm payrolls report by threatening to halt trade with countries running trade surpluses with the U.S., unless the Federal Reserve lowers interest rates. The U.S. economy added 162,000 jobs in August, nearly triple the consensus of 56,000, and July’s reported loss of 23,000 was revised to a gain of 21,000. Food services and local government education accounted for about 62% of the total headline gain. “Great jobs number
Adobe named an internal successor days before a scheduled earnings report, and investors are not treating the timing as a coincidence. The question hanging over the stock is whether the new CEO can answer what the AI era actually means for the company's core business.
Ciena just posted a record quarter with earnings well above estimates, yet its stock cratered 10% while networking peers Arista and Cisco held firm or climbed. The divergence points to a specific pressure point that separates Ciena's story from the broader AI networking boom.
The U.S.-Canada trade dispute is deepening, with Canadian retaliatory tariffs set to take effect Tuesday and several potential flashpoints looming.
Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.