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OpenAI IPO delayed by Apple threat?
Yahoo Finance Video15d agoneutralVIDEO
OpenAI IPO delayed by Apple threat?

Host Kenny Polcari, Hennion & Walsh CIO Kevin Mahn, and Neostellar Capital Corp Principal Willy Lee break down Apple's intellectual property lawsuit against OpenAI, how it exposes Apple's AI vulnerabilities, and why the legal battle could push the highly anticipated IPO to 2027.

Can Google and Tesla Keep the AI Trade Going?
Barrons.com15d agoneutral
Can Google and Tesla Keep the AI Trade Going?

This is a big day for the market, with Google owner Alphabet and electric vehicle manufacturer Tesla both set to report after the closing bell to kick off earnings season for Big Tech. Alphabet's earnings could be a make-or-break moment for the artificial-intelligence trade, which has faltered in recent weeks amid concerns about the rise of cheaper Chinese chatbots.

The Long Bond Is Making People Nervous
The Wall Street Journal15d agoneutral
The Long Bond Is Making People Nervous

The Congressional Budget Office in January 2001 predicted such large future budget surpluses that it said all redeemable U.S. government debt could be paid off within five years. Treasury reversed course five years later as deficits instead widened, yet those bonds remain an afterthought. The long bond isn’t as closely followed as the 10-year note, the benchmark shown daily in this newsletter and important for things like mortgage rates.

Morning Bid: Alphabetting
Reuters15d agoneutral
Morning Bid: Alphabetting

LONDON, July 22 - What matters in U. and global markets today , Editor-At-Large, Finance and Markets Oil prices, bond yields and chip stocks were rising in sync again overnight, as this renewed round of fighting between the U.

Reach H1 Earnings Call Highlights
MarketBeat15d agoneutral
Reach H1 Earnings Call Highlights

Reach (LON:RCH) said first-half revenue fell as lower referral traffic, particularly from Google, continued to weigh on digital audiences, but the publisher maintained that it remains on track to deliver full-year profit in line with market expectations. Chief Executive Piers North told investors t

Is Washington Building a Tariff Wall Around American AI?
Insider Monkey15d agoneutral
Is Washington Building a Tariff Wall Around American AI?

Moonshot AI’s July 17 release of Kimi K3 has confronted Washington with an awkward fact: a Chinese open-weight model can approach leading American systems in coding and agentic tasks while charging less, though we challenge the simplicity of that premise here. On July 20, the White House was considering options to block or sharply restrict […]

Google (GOOGL) Backs Skilled Trades Alliance Across 30 States With BlackRock And Ford
Simply Wall St.15d agoneutral
Google (GOOGL) Backs Skilled Trades Alliance Across 30 States With BlackRock And Ford

Google, part of Alphabet (NasdaqGS:GOOGL), joined BlackRock, Carhartt, and Ford to launch the Alliance for America's Skilled Trades. The alliance aims to expand access to skilled trades training and scale apprenticeships and partnerships across 30 U.S. states. The initiative seeks to address workforce shortages in critical trades across the country. Alphabet, trading at around $347.15 per share, is adding a new dimension to its presence in the U.S. economy by backing this skilled trades...

Review & Preview: Bounce
Barrons.com15d agoneutral
Review & Preview: Bounce

The Dow Jones Industrial Average added 0.7% while the S&P 500 rose 0.9% and the Nasdaq Composite gained 1.3%. Semiconductor stocks logged their best day in a month. Overall, traders “shrugged off the news from the War in favor of buying the chip makers again, presumably on the hope that the AI hyperscalers, when they report second-quarter earnings over the next few days, will also report large capital spending plans,” wrote Macquarie Strategist Thierry Wizman.