Barrons.com48d agoneutral
Review & Preview: Magnificent WorriesTech stocks had another subpar day, as worries about AI spending—and its inflationary impact on consumers—mount.
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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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Barrons.com48d agoneutral
Charitable Giving: Where There’s a Will, There’s a WayAn annual report finds donations to nonprofits rose by 3% in inflation-adjusted dollars to $617.2 billion in 2025
Reuters Videos49d agobullishVIDEO
Wall St ends mixed as tech megacap losses outweigh upbeat chip outlook<body><p>STORY: U.S. stocks ended mixed on Thursday, with the Dow ticking up more than a tenth of a percent, while the S&P 500 closed flat and the Nasdaq dropped nearly half a percent.</p><p>Technology shares reversed early gains to move lower, as investors worried about hyperscaler spending on AI and who foots the bill.</p><p>:: Micron</p><p>Those fears outweighed upbeat signals on AI demand from Micron, which gained nearly 16%, while shares of Sandisk soared 22%.</p><p>Brian Mulberry, chief market strategist at Zacks Investment Management, notes that it's memory chip makers that are now leading the charge. </p><p>"What's different about Micron, SanDisk, Western Digital, those types of names that are doing so well is that they're memory chips. And you have to have memory, specifically DRAM or H-band memory, if you're going to have enough computing power to do all the computations. That is nothing if you don't have memory to transfer it from one place to another. So one of the reasons that these stocks have done so well and the growth at Micron is so solid is because a recent redesign in the server technology means we go from eight memory chips per server to 96. That's 12 times growth in demand for this one simple component."</p><p>The surging prices of memory and storage chips prompted Apple on Thursday to hike prices for its iPads and MacBooks. That weighed on the stock, sending it down more than 6%. Shares of Nvidia, Microsoft and Alphabet also dropped.</p><p>:: Archive</p><p>Among other movers, shares of Bio-Techne jumped after Merck agreed to acquire the biotech firm for $73 per share in cash, representing a total enterprise value of about $11.3 billion.</p><p>:: Archive</p><p>Meanwhile, U.S. Department of Commerce data on Thursday showed the annual inflation rate through May rose above 4% for the first time in three years, but oil prices this week fell to below pre-war levels.</p></body>
NYSE49d agobullishVIDEO
6-26-2025: AI Crosscurrents, Broadening Rally + Small Caps RiseEric Criscuolo, NYSE Market Strategist, recaps a volatile week as the S&P 500 declined amid weakness across mega-cap and AI-linked names. A growing divide within the AI trade emerged, with hyperscalers and software under pressure while memory and chip suppliers saw sharp swings. Despite index weakness, market internals held firm, with eight sectors higher and small caps outperforming. Rotation into Healthcare and Financials accelerated alongside falling oil prices, easing yields, and shifting Fed expectations. Focus now turns to quarter-end flows, key data including payrolls, and evolving AI spending trends.
MT Newswires49d agobullish
US Equity Markets Mixed After Micron Technology's Results, Surge in Annual Inflation RateUS equity indexes were mixed on Thursday after Micron Technology's (MU) better-than-expected quarter
MT Newswires49d agobullish
Update: US Equity Indexes Mixed as Tech Bulls Whistle Past Micron's Blockbuster Results, Inflation Surges to Three-Year High(Updates with index/price moves, macroeconomic data, and company/political news from the first parag
MT Newswires49d agoneutral
Update: US Equity Indexes Mixed as Tech Bulls Shrug Off Micron's Blockbuster Fiscal Q3 Amid Hot Inflation Print(Updates with index/price moves, macroeconomic data, and company news from the first paragraph.)
Investor's Business Daily50d agobearish
PCE Inflation Data Hot But Falling Oil Prices Calm Fed Fears (Live Coverage)The Federal Reserve's primary inflation gauge, the core PCE price index, showed the 12-month inflation rate hitting its highest level since October 2023, as Wall Street expected. S&P 500 futures are solidly higher early Thursday after a three-session losing streak sparked in part by the prospect for tighter monetary policy under new Fed Chairman Kevin Warsh. Rate-hike expectations have sent the U.S. dollar surging to its highest level in more than a year, even as prospects for rate hikes by other global central banks have faded with tumbling oil prices.
Barrons.com50d agobearish
Bond Yields Drop and Stocks Rise After PCE ReportBond yields dropped and stocks kept rising after the Federal Reserve’s benchmark inflation gauge matched expectations. The core personal expenditures price index, which excludes volatile food and energy prices and is watched closely by the central bank, rose at a 0.
Motley Fool50d agoneutral
The Newest Federal Reserve June Inflation Forecast Is a Good News-Bad News Scenario for Wall StreetA modest projected decline in overall inflation for June doesn't tell the complete story.
Reuters50d agoneutral
Trading Day: Tech jitters smother inflation reliefBy Jamie McGeever ORLANDO, Florida, June 24 (Reuters) - U.S. bond yields tumbled on Wednesday as oil's slide to a four-month low eased inflation fears, although the relief wasn't felt as much in
Investor's Business Daily50d agobullish
Dow Jones Futures Rise As Micron Jumps On Earnings, Lifting Sandisk, AI Stocks; Fed Inflation Data DueMicron surged overnight on strong earnings and guidance, lifting other memory and chip plays. The Fed's favorite inflation gauge is on tap.
Reuters50d agoneutral
US dollar rises to 13-month high on Fed rate hike viewsBy Chuck Mikolajczak NEW YORK, June 24 (Reuters) - The U.S. dollar rose for a third straight day on Wednesday to hit a 13-month high as markets brace for anticipated rate hikes from the Federal
Motley Fool51d agoneutral
Buckle Up! Fed Chair Kevin Warsh's 10-Word Statement on Inflation Implies That Wall Street Will Be Forced to Take Its Medicine.A three-year high for inflation may force the Federal Open Market Committee (FOMC) into action.
Barrons.com51d agoneutral
Gold Pressured by Stronger Dollar, Rate-Hike ConcernsGold prices fell, extending the previous session's losses as a stronger U.S. dollar and growing expectations of interest-rate hikes this year weighed on sentiment. "Limited support came from rising Treasury bonds as lower energy prices ease concerns about inflation," analysts at Saxo Bank said.
Investor's Business Daily51d agobearish
Dow Jones Futures: Nasdaq Breaks Support Amid AI Sell-Off; FedEx, Cerebras Tumble Late With Micron DueThe Nasdaq broke key support Tuesday as AI stocks sold off, even as SpaceX reversed higher. FedEx and AI chip IPO Cerebras reported late. Micron earnings loom.
Barrons.com51d agobullish
Wall Street Drags S&P 500 Targets Higher, Warning the Rally Is Riskier Than EverTwo of the biggest U.S. investment banks see increasing risks tied to Federal Reserve rate forecasts, an uneasy peace agreement between the U.S. and Iran, and questions over the fate of the artificial intelligence investment wave—but remain bullish. Markets will tangle with resurgent inflation, AI capital expenditure concerns and a hawkish Fed over the next six months, the team said, but its broader earnings thesis is still likely to take the to around 7800 points by the end of the year.
Barrons.com51d agoneutral
The June Tech Wreck Arrives—and the Stock Market Is Shaking In Its BootsStocks could be facing the end-of-quarter reckoning many investors feared when Elon Musk’s SpaceX unveiled plans for its multibillion-dollar initial public offering and Federal Reserve Chairman Kevin Warsh took over the central bank’s policy reigns earlier this month. The early signs of a late June “tech wreck” started to formulate Monday, with Google parent Alphabet shedding more than $225 billion in market value, its biggest slump in more than a year, and SpaceX extending its three-day decline to more than $600 billion. Shares in SpaceX were falling 4.3% in premarket trading Tuesday, putting them below $150 a share.
Reuters52d agobearish
Wall St falls at open on tech selloff as concerns about hawkish Fed, AI spending mountJune 23 (Reuters) - Wall Street's main indexes opened lower on Tuesday, following sharp losses in megacap and semiconductor stocks as investors braced for a more hawkish Federal Reserve and
24/7 Wall St.52d agoneutral
Here Are Tuesday’s Best Wall Street Analyst Research Calls: Centene, Darden Restaurants, Flutter Entertainment, GE Healthcare, IBM, Nike, SpaceX, Synopsys, Target, and MorePre-Market Stock Futures: Futures are trading lower after a mixed start to trading on Monday, following the holiday-shortened week due to the Juneteenth Federal holiday. We may start to see some end-of-the-quarter reallocations and selling for Hedge funds, ETFs, and Mutual Funds this week, and today looks like a starting point. With most corporate buybacks ... Here Are Tuesday’s Best Wall Street Analyst Research Calls: Centene, Darden Restaurants, Flutter Entertainment, GE Healthcare, IBM, Nike,