The Vanguard S&P 500 ETF's heavy tech concentration could become a liability in an extended high-inflation environment.
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Plus, Bank of England holds rates steady and investors keep requesting withdrawals from private-credit funds.
Intel's up over 10% as Trump touts a new deal to produce chips in the U.S. with Apple.
Micron stock, a huge winner in 2025, continues to probe all-time highs amid a "supercycle" for memory and storage stocks thanks to AI demand.
Netflix has secured an exclusive, multi-year television partnership with Proximity Media, the production company founded by Ryan Coogler, Zinzi Coogler and Sev Ohanian.
Investing.com -- Kardigan Inc. shares rose iver 27% roughly one hour into its Nasdaq debut on Thursday, after the heart-health focused biotech raised $400 million in an initial public offering.
Costco Wholesale (NASDAQ: COST) trades near $985, a price that demands flawless execution into a tightening macro even as the best-in-class compounder narrative remains intact. Kevin Warsh’s first meeting as Fed Chair lands with sticky inflation keeping long yields elevated, and high-multiple stocks have already started bleeding multiple compression into premium consumer staples. Costco runs ... Is Costco Wholesale Stock a Buy Near $985?
The stock market rallied on the Iran deal, led by AI and biotech names, despite a hawkish Fed. SpaceX rose for the week but came well off highs.
I keep hitting the buy button on Apple (NASDAQ:AAPL), and the June panic over Fed Chair Kevin Warsh has only made my finger faster. Momentum traders are dumping high-flying tech indiscriminately, terrified Warsh will hold or hike to stamp out sticky inflation, and Apple has been dragged back under the $300 threshold at $299.24. I ... Why I Can’t Stop Buying This $3 Trillion Tech Titan Even as a “Rate Shock” Threatens to Tank Wall Street
SpaceX (NASDAQ:SPCX) is the ticker dominating every group chat this week, with the private-company exposure vehicle gaining 19.18% in five trading days on pure rocket-launch euphoria. But here is what you should actually be watching. The space narrative is colliding with a wall. Tighter global liquidity, sticky policy rates, and a Federal Reserve that is ... Forget SpaceX. Alphabet Just Beat Earnings by 94% and Doubled Its Cloud Backlog to $460 Billion
U.S. stocks rose in early Thursday trading, rebounding from the previous session’s Fed-driven selloff as falling oil prices and optimism surrounding the Iran peace deal boosted investor sentiment.
Intel will build chips for Apple, President Trump wrote in a Truth Social post.
Oil prices continued tumbling on Thursday after President Donald Trump and Iranian President Masoud Pezeshkian signed a memorandum of understanding to end the war and reopen the Strait of Hormuz. The deal starts a 60-day negotiation period centered on Iran's nuclear program. It requires the U.S. to lift its blockade of Iran's ports, free up frozen Iranian funds, waive sanctions of Iranian oil sales and prevail upon Israel to cease military operations in Lebanon.
Investing.com -- Goldman Sachs initiated coverage of two major U.S. independent power producers, arguing that tightening electricity supply and surging demand from data centers in the PJM power market will support higher power prices and earnings growth through the end of the decade.
Investing.com -- Monness, Crespi, Hardt upgraded Salesforce to Buy from Neutral in a note on Thursday, arguing that fears over artificial intelligence displacing the company are overblown and that the stock's decline has created a compelling entry point.
Intel stock jumped after U.S. President Donald Trump said Apple has reached a chip manufacturing deal with Intel.
The early Chinese backers of AI startup Manus are planning to buy the company back from Meta at the $2 billion price that the Facebook parent paid, The Information reported on Thursday, citing two people with direct knowledge of the matter. The move is in response to a Chinese government order that the deal be reversed, the report said.
Investing.com -- Investing.com - Citi upgraded Albemarle shares to Buy from High Risk on Thursday, pointing to underappreciated growth opportunities in the lithium market despite recent spot price weakness. The bank kept its $225 price target on the stock.
HIVE Digital Technologies Ltd. (NASDAQ:HIVE) shares surged 11.
The video-sharing platform says it will change its name and tweak its business structure after buying German AI company Northern Data.
Investing.com - U.S. stock futures ticked higher on Thursday, as the signing of an interim Middle East peace deal helped ease concerns sparked by the Federal Reserve’s hawkish policy outlook.
GM’s stock, however, is up more than 40% over the past five years even as its market cap clocks in around $75 billion today. The magic is share repurchases: GM has spent roughly $30 billion retiring 500 million shares over that span. Since 2021, GM has generated about $53 billion in free cash flow, despite Covid, inflating prices, tariffs, and ever-changing EV policies.
Accenture (ACN) delivered earnings and revenue surprises of +2.66% and -0.37%, respectively, for the quarter ended May 2026. Do the numbers hold clues to what lies ahead for the stock?
Woodside isn't the only LNG target available.
Investing.com -- Accenture on Thursday reported fiscal third-quarter earnings and issued full-year guidance that topped Wall Street estimates, but shares fell more than 10% in premarket trading after the company also announced a roughly $4.175 billion acquisition spree in the cybersecurity space.
(Bloomberg) -- The artificial-intelligence race is becoming so expensive that it’s snuffing out one of the key forces that has helped keep Big Tech stocks soaring for years: steady share buybacks.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera AirPods Alongside Upgrad
Warsh kills Fed guidance but the signs are clear on rates, peace deal leaves big questions over Hormuz and oil
Investing.com -- Shares of U.S. semiconductor companies climbed in premarket trading Thursday after President Trump said Apple has agreed to work with Intel to design and manufacture its chips domestically.