High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Alphabet (GOOGL) has spent billions of dollars preparing for a future that could disrupt its most profitable business. Generative AI helps people get thorough answers without the need to navigate through a standard list of search results. This raised a thorny question for Alphabet investors: Would ...
U.S. chip stocks are taking a beating Monday after a stratospheric stock market debut by Chinese memory-chip maker CXMT. But that's only the latest development to rattle jittery investors. Also: Apple has been lobbying the Trump administration on a plan to use memory chips from China in some Apple products.
It's a big week for tech earnings, with Amazon (AMZN), Apple (AAPL), Meta (META), and Microsoft (MSFT) all set to report quarterly results. Yahoo Finance Senior Reporter Brooke DiPalma and Argent Capital Management portfolio manager Jed Ellerbroek discuss their expectations for the upcoming reports. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.
Four of the Magnificent Seven are set to report earnings this week. Neuberger senior research analyst Dan Flax joins Julie Hyman on Market Catalysts to discuss whether investors should be concerned about soaring AI spending as tech giants ramp up capital expenditures (capex).
NBCUniversal and Google's YouTube have reached a deal that will bring the Peacock streaming service to YouTube Premium subscribers in the U.S., and also extend its distribution agreement with YouTube TV. YouTube Premium, a paid-for service, has more than 125 million global subscribers, dwarfing Peacock's 48 million in the U.S. Peacock just became profitable and is playing catchup with Netflix and Hulu and Disney+.
The AI selloff that crushed Meta shares this week sent one investor straight to the buy button, and the reasoning behind that move cuts against everything the market currently believes about Big Tech spending.
(Bloomberg) -- The implosion of the once-hot market for cryptocurrency treasury stocks is prompting a number of firms to pivot to artificial intelligence in an attempt to win back investors. So far, it isn’t working. Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks and Bonds Rall
Still known as Google at the time, the future Alphabet Inc announced a game-changing $1.65 billion acquisition for video platform YouTube on Oct. 9, 2006. The deal has transformed Alphabet and become one of the most profitable acquisitions of all...
(Bloomberg) -- US companies that are integrating artificial intelligence capabilities are well positioned this earnings season as they’re poised for stronger profit margins, according to Morgan Stanley strategists.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Re
(Bloomberg) -- Meta Platforms Inc.’s Facebook and Instagram have served thousands of ads for AI “nudify” apps in breach of the company’s policies, delivered by one of its few advertising partners in China, according to the nonprofit Tech Transparency Project.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals Anew Wi
After a year of holding back on new hires, companies from tech and transportation to defense now say they need more people to work alongside AI.
Investors step into the busiest week of the quarter with hyperscaler earnings, the June Fed meeting, and escalations in the Middle East all in focus.
The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...
Drive past enough American commercial real estate and you start to notice the second acts. The bowling alley that became a church. The Sears that became a self-storage warehouse. Somebody put up the building for one reason, the reason expired, and the concrete found a new job. That pattern is not a ...
Google-parent Alphabet Inc. posted a blowout quarter on Wednesday, and buried in the numbers is a figure bigger than most countries’ entire economies. The YouTube owner’s second-quarter revenue rose 24% to $119.8 billion, up from $96.4 billion a year earlier,...
Are autonomous vehicles like Waymo really safer than human drivers? That's the question some of the biggest tech companies in the world are investing billions of dollars to answer. Alphabet owns Waymo, Amazon owns Zoox, and Tesla has its own Robotaxi division. The advantages robots have over human ...
It’s peak earnings season, and investors could be forgiven for wanting an escape hatch. Corporate America is delivering solid results, but it’s not helping stocks. Last night, chip maker Intel’s quarterly results blew past Wall Street estimates.
<body><p>STORY: U.S. stocks ended mixed on Friday, with the Dow gaining just under half a percent, the S&P 500 virtually flat and the tech-heavy Nasdaq sliding nearly two-thirds of a percent.</p><p>The S&P 500 technology index underperformed the broader market as chip stocks fell, with Intel dropping nearly 8% despite forecasting quarterly profit and revenue above Wall Street estimates.</p><p>Enthusiasm for the AI trade weakened after Alphabet's announcement earlier this week of a plan to hike capital spending even as it burns cash.</p><p>Richard Reyle, chief investment officer at Questar Capital Partners, said that as a result investors are rotating into what he called "safer parts of the market."</p><p>"Pharmaceuticals have been flying, and that's been, I think, where we see the rotation of the market right now. [FLASH] You look at the iShares, pharmaceutical fund, it's big components that are J&J and Eli Lilly, they're at all-time highs. And they're still relatively not super expensive stocks. So I think that's a place that can be bought and held. And of course, energy. Exxon's going to announce earnings next week. I bet they're going to be a blockbuster and they're going to continue to be because they make money at $60 a barrel. At $100 a barrel, forget about it. They do very well."</p><p>The S&P 500 real estate sector also outperformed during the session. Its leading gainer was Digital Realty Trust, which rallied 11% after it raised its full-year forecast for funds from operations.</p><p>Among other gainers, shares of SLB climbed 11% after the oilfield services firm beat expectations for second-quarter profit.</p><p>Investors now turn their attention to quarterly results next week from Magnificent 7 megacaps Microsoft, Amazon, Meta and Apple.</p></body>
The business inventory-to-sales ratio has declined to the lowest level since 2021, suggesting inflation may be even stickier than expected. Plus, investment newsletter commentary on small-caps, AI spending, and the gold market’s nasty message for bonds.
Asking for a Trend Host Brooke DiPalma previews several of the biggest stories to come next week, including Mag 7 earnings from Microsoft (MSFT), Meta (META), Apple (AAPL) and Amazon (AMZN), as well as the Fed decision and the latest Consumer confidence data.
Dow Jones futures will open Sunday evening, along with S&P 500 futures and Nasdaq futures. Apple, Microsoft, Meta Platforms, Amazon.com headline a massive earnings wave. The Federal Reserve meets, with a rate hike a possibility.
Investors aren’t buying the earnings story this summer, in contrast to the spring rally that powered stocks to a record high in early June, suggesting a tough climb for markets over the back half of the year. Early second-quarter earnings data suggests companies are beating Wall Street forecasts by nearly 9%, well ahead of the four-quarter average of around 7.5% and the 4.4% tallied since 1994, according to LSEG. Nearly 85% of companies are beating estimates, compared with the recent average of around 80% and the historic reading of around 68%, and LSEG figures suggest overall second-quarter profit growth of 27%.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
