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24,471 signal articles · 165 in last 24h · 116,526 total before filter · latest 1h ago
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Strategy Is Now Barely Worth Its Weight In Bitcoin
Investor's Business Daily31d agoneutral
Strategy Is Now Barely Worth Its Weight In Bitcoin

Strategy's valuation premium to its bitcoin holdings has been almost entirely erased, according to the company's own metric. In other words, the financial architecture Strategy created in order to amass the cryptocurrency is now seen as close to worthless. It may soon be valued as worth less than zero, given that Strategy faces as much as $8 billion in interest and dividend costs and debt redemptions over the next two years.

Investing.com31d agobearish
Netflix, Intuitive Surgical tumble premarket

Investing.com - U.S. stock index futures fell sharply on Friday, pointing to a second straight day of losses on Wall Street as investors continued to reassess lofty technology valuations following a string of disappointing corporate updates tied to artificial intelligence spending.

Bloomberg31d agobullish
Apple Upgraded to Buy by HSBC on Agentic AI, Hardware Pipeline

(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble

Chip Selloff Is Just a Wobble, JPMorgan Strategist Says
The Wall Street Journal31d agobearish
Chip Selloff Is Just a Wobble, JPMorgan Strategist Says

Chip makers are selling off premarket as investors pare back investments in artificial intelligence-linked stocks. Intel, Micron and Sandisk are on track to notch double-digit losses for the week, while large tech names in Asia have cratered.

Bloomberg31d agoneutral
Neglected Quant Safety Trade Makes a Comeback as AI Risks Rise

(Bloomberg) -- As worries build around the artificial intelligence trade, investors are starting to seek shelter in a more pedestrian corner of the stock market: companies with sturdy finances.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Markets WrapUS Cyclospora Outbreak Tied to

Investing.com31d agobullish
HSBC upgrades Apple to Buy, sees "strong cycle ahead"

Investing.com -- HSBC analyst Nicolas Cote-Colisson upgraded Apple to Buy from Hold and raised its price target on the iPhone maker’s shares to $366 from $260 in a note Friday, saying it is at "an operational turning point" as AI capabilities and a strong product pipeline support growth.

Netflix Poised for Biggest One-Day Drop in Years
The Wall Street Journal31d agobearish
Netflix Poised for Biggest One-Day Drop in Years

Netflix shares are trading down more than 10% premarket after the company issued a third-quarter revenue forecast that raised concerns about its growth. The decline took off in earnest last year when Netflix was exploring a bid for Warner Bros. Discovery’s studio and streaming service. Netflix joins a list of other companies—including PayPal—whose stock soared during the pandemic and the following years, only to stumble as investors' attention turned to other areas of the market.

Meta (META) Faces Employee Lawsuit Over AI Assisted Layoffs
Simply Wall St.31d agobearish
Meta (META) Faces Employee Lawsuit Over AI Assisted Layoffs

Meta Platforms (NasdaqGS:META) has been hit with a federal lawsuit filed by employees over AI-assisted layoffs. The suit alleges that Meta's use of AI in personnel decisions discriminated against protected groups, including workers with disabilities and pregnant employees. Plaintiffs are seeking to halt further layoffs and are calling for an independent audit of Meta's AI systems used in workforce management. Meta Platforms, the parent company of Facebook, Instagram, WhatsApp and other...

Morning Bid: Chips and ships
Reuters31d agoneutral
Morning Bid: Chips and ships

By Anna Szymanski July 17 (Reuters) - From the Editor Hello Morning Bid readers! We can’t seem to get away from semiconductors and straits.

Bloomberg31d agoneutral
Hyperscalers Are Dragging Down Bond Gauges Across Global Markets

(Bloomberg) -- The bonds sold by hyperscalers to fuel their artificial intelligence ambitions have become a drag on investor portfolios from London to Tokyo.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Markets WrapUS Cyclospora Outbreak Tied to Taco Bell Lettuce From MexicoFrom fa

Bloomberg31d agoneutral
IBM’s Warning Is a ‘Hammer’ Slamming Down on Tech’s AI Outsiders

(Bloomberg) -- International Business Machines Corp.’s warning this week that its sales are falling well short of expectations highlights a growing divide between artificial intelligence winners and everyone else in the tech universe.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Ma

TSMC hikes 2026 guidance as AI demand outpaces capacity
TheStreet31d agoneutral
TSMC hikes 2026 guidance as AI demand outpaces capacity

ASML Holding raised its full-year sales guidance on July 15 for the second time in 2026, and investors treated it as confirmation that the AI buildout still has room to run. A day later, Taiwan Semiconductor Manufacturing (TSM) did almost the same thing, lifting its own 2026 outlook for the second ...

Bloomberg31d agoneutral
Circle Gets Street-Low Target as Stablecoin Competition Heats Up

(Bloomberg) -- Circle Internet Group Inc. shares have lost more than three-quarters of their value from the highs seen just after their initial public offering last year and as more stablecoins come to market, one analyst is warning it could get worse.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian T