Fundstrat’s Tom Lee returned to CNBC’s Morning Call Sheet on Thursday, July 9, alongside JonesTrading’s Mike O’Rourke and Vital Knowledge’s Adam Crisafulli, to discuss a market that is simultaneously celebrating the AI build-out while rotating into value and defensive names. Lee argued: “AI is probably one of the most important structural stories in our lifetime.” ... Fundstrat’s Tom Lee: AI Is a Once in a Lifetime Story – Why Easing Inflation in H2 2026 Could Fuel the Next Rally
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Baseball legend Tommy Lasorda, the former Los Angeles Dodgers manager who won two World Series, didn’t have much time for the idea of “pressure” in professional sports. Stock markets are different matter, however. The looming second-quarter earnings season—set against the pullback in big tech stocks, the resurgence of global geopolitical risks, and the specter of renewed inflation—has investors on edge.
Stock Market Today: The Dow Jones index dropped Wednesday after Trump declared the ceasefire is "over." Micron and Sandisk dived.
U.S. forces carried out a "series of powerful strikes" against Iran late Tuesday after the Middle Eastern country struck three commercial ships passing through the Strait of Hormuz.
Brace for volatility as SpaceX joins the Nasdaq-100, Waller defends Fed’s use of forward guidance, and more news to start your day.
AI-driven momentum is keeping bulls in high spirits after the Dow’s record close, though investors are a bit cautious ahead of the Fed minutes and fresh corporate catalysts.
Markets overreacted to Warsh’s comments, Visser said, and expects the Fed to hold, citing AI-driven productivity as the rationale against near-term rate rises.
Federal employees are traditionally forbidden from endorsing companies — the U.S. Office of Government Ethics issued a reminder right before Trump first took office — but presidents enjoy immunity to many such rules.
Micron Technology just delivered the best quarter in its history. However, three days later, a federal courtroom in California turned that story upside down. A class-action lawsuit filed on June 25 accuses Micron (MU), Samsung, and SK Hynix of secretly restricting memory chip supply to inflate ...

Scott Melker discusses the latest crypto headlines. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
A fourth straight month of gains above 100,000 would represent a run of job growth not seen since the start of 2024
Stock futures were lower as tech companies fell across the globe ahead of crucial U.S. jobs data.
U.S. private employers added 98,000 jobs in June, according to ADP, as investors await Thursday’s payrolls report for clues on the labor market and interest rates.
Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.
US equity indexes fell Wednesday as the technology sector paced declines and traders assessed Federa
Micron and Apple trade blame, extreme heat is here, Strategy’s Bitcoin plan shifts, and more news to start your day.
Stocktwits data showed retail sentiment around SPY was ‘bearish’, while QQQ sentiment remained ‘bullish.’
Phil Rosen goes Inside The ICE House to explain how Micron’s blockbuster earnings are reinforcing the strength of the AI-driven memory trade and broader tech rally. He breaks down why investors remain bullish even as rising chip costs begin to pressure consumer-facing companies and create uneven outcomes across the market. Rosen also frames the recent tech sell-off as a healthy rotation into defensive sectors rather than a broader market breakdown. He discusses Fed Chair Kevin Warsh’s uncertain policy stance, with markets still searching for clarity on rates.
Micron stock fell Monday on news of a federal civil antitrust lawsuit accusing it and two other memory-chip makers of price-fixing.
Technology stocks were trading higher in premarket trading Monday as the looked set to finally snap its five-day losing streak. Semiconductor companies, other artificial-intelligence stocks, and the Magnificent Seven were among those rebounding to start the week. Microsoft jumped 2% ahead of the open, while Amazon Alphabet Nvidia Meta and Tesla were all up around 1%.
Micron's outlook eased chip-demand fears, but inflation concerns quickly reignited volatility across AI-focused stocks.

Coming off of May's hot Personal Consumption Expenditures (PCE) reading, Gradient Investments associate portfolio manager Lisa Schreiber weighs in on how the Federal Reserve may move on interest rates in 2026 based on the latest inflation data.