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Chip Stocks Regain Ground, Powering Nasdaq
The Wall Street Journal23d agoneutral
Chip Stocks Regain Ground, Powering Nasdaq

STOCKS Investors are kicking off the trading week with AI bubble anxieties seemingly in the rearview mirror, pushing chip stocks higher and powering a nearly 1% advance in the Nasdaq composite. The gains come despite Alibaba previewing its new artificial-intelligence model-the second time in a week that China has flexed its advances in AI.

What it will take for Big Tech to wow investors this earnings season
Yahoo Finance Video23d agoneutralVIDEO
What it will take for Big Tech to wow investors this earnings season

US stock futures (ES=F, NQ=F, YM=F) got a lift in Monday's pre-market trading, coming off of last week's chip sell-off as investors await to hear earnings results from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) this week. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss what investors will be paying close attention to when it comes to Big Tech's investments and returns on AI.

Why the Next Two Weeks Will Make or Break the Stock Market
Barrons.com23d agoneutral
Why the Next Two Weeks Will Make or Break the Stock Market

U.S. stocks started off a key week of trading with a Monday morning rise. Treasury yields are holding steady, oil prices are climbing but not spiraling out of control, and tech stocks are looking to stanch a notable week of declines ahead of a crucial set of earnings. The heaviest slate of second-quarter earnings and big tech updates are on tap, as well as a Federal Reserve policy meeting, and continued attacks between the U.S. and Iran are putting the focus back on energy markets. Tech stocks, meanwhile, are in retreat, with the trading in bear market territory and the now more than halfway toward correction after making an all-time high on June 2.

Is Passive Investing Sabotaging Fund Managers?
The Wall Street Journal23d agoneutral
Is Passive Investing Sabotaging Fund Managers?

Mutual-fund managers can’t catch a break, and maybe they never will. Hedge-fund manager David Einhorn  caused a stir two years ago when he called markets “fundamentally broken.” Money regularly comes out of paychecks and pours into index funds tracking the S&P 500, buying stocks with no regard to value—only their weighting.

Five market events investors should watch this week
InvestorsHub23d agoneutral
Five market events investors should watch this week

Investors face another busy week as major technology companies prepare to report earnings, central banks weigh inflation risks and geopolitical tensions continue to influence global markets. Developments surrounding artificial intelligence, the conflict in the Middle East and key economic data releases are all expected to shape investor sentiment in the days ahead.

Bloomberg24d agoneutral
Big Tech Needs to Justify AI Spending as Investors Dump Stocks

(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz

Intel and Google deepen AI ties for chip design
TheStreet25d agoneutral
Intel and Google deepen AI ties for chip design

Intel Corporation (INTC) and Google Cloud announced an expanded partnership on Thursday 16th, deploying Gemini Enterprise across Intel’s workforce and pushing agentic AI tools into its chip design process, according to an Intel Newsroom statement. The announcement should have read as an unambiguous ...

Nasdaq Drops Again as Chip Slump Deepens
The Wall Street Journal26d agobearish
Nasdaq Drops Again as Chip Slump Deepens

MARKETS PM NEWSLETTER This is an edition of the Markets P.M. newsletter, a recap of the day’s most important markets moves, delivered after the closing bell. If you’re not subscribed, sign up here. What Happened in Markets Today The chip-stock selloff deepened, dragging the tech-heavy Nasdaq down 1.