News — AI supercycle headlines

Bloomberg4h agoneutral

Tech Bubble Fear Lures Investors to Hedge With Exotic Options

(Bloomberg) -- The tech-fueled stock rally is looking bubble-like to some investors, and they’re turning to exotic options that better protect against an eventual slump.Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded and Plunged Britain Into More ChaosThe fear-versus-A

Motley Fool5h agoneutral

New Fed Chair Kevin Warsh Has a $6.7 Trillion Conundrum -- and Wall Street Is Stuck in the Middle

Paring down the central bank's balance sheet, or doing nothing at all, poses potentially dire consequences for the stock market.

InvestorsHub6h agoneutral

Goldman Sachs Says Strong Q1 Earnings Momentum Is Supporting Fresh S&P 500 Highs

Goldman Sachs said the S&P 500 has continued climbing to record levels as stronger corporate earnings and upward revisions to profit forecasts fuel investor confidence. The benchmark index has advanced 8% so far this year through Monday.

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Motley Fool7h agoneutral

There's a Mammoth Disagreement Brewing Within the Federal Reserve Over Artificial Intelligence (AI) -- and It May Reshape Monetary Policy

Jerome Powell's successor and the Chicago Fed president foresee wildly different interest rate outcomes from the evolution of AI.

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Yahoo Finance7h agoneutral

Investors eye Nvidia, bond yields, and the next commodity supercycle: What to watch this week

Investors step into the week after a Friday in the red, spurred by a stable of geopolitical uncertainties post Trump-Xi summit, rising bond yields, and sticky inflation.

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The Wall Street Journal16h agoneutral

AI Chip Mania Sows Seeds of Its Own Destruction

Investors already factor in cyclicality in the chip industry. The bad news is that they’ve frequently gotten their assessments wrong.

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Motley Fool23h agoneutral

Kevin Warsh Is In. Jerome Powell Is Out. Here's What a New Fed Chair Means for Trump's Bull Market.

Kevin Warsh is taking the reins at the Federal Reserve.

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TheStreet1d agoneutral

5-star analysts reset Broadcom stock price target

Broadcom (AVGO) stock has gained about 36% since the April 6 closing price of $314.43, trading at $428.61 according to Yahoo Finance at the time of writing, Friday afternoon, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up about 12.5% in the same period. Why has Broadcom outpaced the ...

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24/7 Wall St.1d agobullish

The SpaceX IPO Is Coming June 12. Here’s Why You Shouldn’t Rush In to Buy

For years, investors have watched private companies stay private longer while Wall Street’s biggest gains increasingly went to venture capital firms and institutional money managers. That’s part of why the upcoming IPO of SpaceX has generated so much excitement. Retail investors finally get a shot at owning one of the world’s most influential companies. And ... The SpaceX IPO Is Coming June 12. Here’s Why You Shouldn’t Rush In to Buy

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Motley Fool1d agoneutral

6 Words From Now-Former Fed Chair Jerome Powell That Will Echo Through Wall Street for Years to Come

It's incredibly rare when a sitting Fed chair interjects their opinion on stock valuations -- and when this happens, it shouldn't be ignored.

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Investor's Business Daily1d agoneutral

Stock Market Week Ahead: Nvidia, Alphabet, Atlanta Fed Lead A Charged Week

Stock market investors await Nvidia earnings and the Google I/O Conference, as well as a key conference from the Atlanta Federal Reserve.

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24/7 Wall St.1d agoneutral

Gold Or Oil? This ETF Decides For You When Inflation Strikes

Energy prices in the United States just did something violent. The PCE energy index jumped 11.56% month-over-month in March 2026, which pushed headline inflation back up to 3.5% year-over-year after a year of relative calm. West Texas Intermediate ripped from around $60 a barrel in January to over $100 today. If you have spent the ... Gold Or Oil? This ETF Decides For You When Inflation Strikes

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InvestorsHub1d agobullish

Jefferies Says AI Rally Remains Supported by Strong Earnings Growth

Artificial intelligence-linked stocks have accounted for more than 80% of the S&P 500’s gains so far in 2026, prompting debate among investors over whether the rally can continue. However, strategists at Jefferies argue that the advance still appears fundamentally supported rather than excessively speculative.

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Motley Fool1d agobullish

Cerebras Soared 68% in Its First Day of Trading. After This Explosive IPO, Is It Too Late to Buy the Stock?

Investors may be eager to get in on this new AI growth story.

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Barrons.com1d agoneutral

Review & Preview: AI Isn’t Forever

All three major indexes stumbled on Friday as inflation worries and geopolitical concerns dampened market optimism.

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Reuters Videos1d agoneutralVIDEO

Wall Street ends lower on mounting inflation worries

<body>STORY: Wall Street's main indexes retreated from AI-fueled record highs on Friday, with the Dow dropping 1%, the S&P 500 shedding one-and-a-quarter percent and the Nasdaq declining more than one-and-a-half percent.Stocks moved lower as a jump in benchmark Treasury yields reflected surging energy prices and concerns about long-term inflation.Leah Bennett is chief investment strategist at Concurrent Investment Advisors.“Equities are trading down today primarily, I think, because people are disappointed not to see any sort of movement between Trump and Xi coming out of the summit regarding the conflict in the Middle East. So, oil is up another 4% today. We obviously saw an impact on the CPI (Consumer Price Index) and the PPI (Producer Price Index). And the longer that oil prices stay up, the longer we're going to have rising inflation. And this is the first time we've really seen the ten-year inflation expectations cross 2.5%. And historically, that's been very consistent with a period where the Fed had to increase interest rates.”Friday marks Jerome Powell's last day as U.S. Federal Reserve chair. Incoming Chair Kevin Warsh is saddled with the potential need for a rate hike if a protracted Iran war leads to sticky inflation.Among individual stock moves, the AI rally largely stalled, with Nvidia losing nearly 4.5%, AMD shedding more than 5.5% and Intel dropping more than 6%.On the flip side, shares of Microsoft rose 3% following the disclosure of a new position in the company taken by Bill Ackman's hedge fund Pershing Square.And shares of Ford slid about 7.5%, retreating from a near 21% surge over the last two sessions on optimism over the automaker's energy storage business.</body>

MT Newswires1d agobullish

Nasdaq, S&P 500 Retreat From Record Highs as Yields Surge Amid Inflation Woes

The Nasdaq Composite and the S&P 500 fell from record highs as inflation concerns pushed Treasury yi

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Investor's Business Daily1d agoneutral

Dow Jones Futures: S&P 500, Nasdaq Hold Near Highs; Nvidia, Walmart Earnings Loom

The indexes were little changed for the week after Friday's slide on surging yields. Small caps sold off. Nvidia and Walmart earnings loom.

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AFP1d agobearish

Stocks tumble as US-Iran impasse fuels inflation fears

Global stocks slumped and oil prices rose Friday with worries about sustained inflation driving up bond yields with no conclusion to the Iran war in sight."Today the catalyst is really the rally in bond yields, bond markets are under pressure as oil prices rise.

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The Wall Street Journal1d agoneutral

Mounting Inflation Pressures Deepen Global Bond Slide

The yield on the 10-year Treasury climbed to nearly 4.6% Friday, its highest level in more than a year.

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Motley Fool1d agoneutral

Why Unusual Machines Stock Is Plummeting Today

Unusual Machines' Q1 report arrived with a big sales beat, but there was a catch.

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Reuters1d agoneutral

Global bonds battered as flaring inflation spooks investors

By Amanda Cooper and Karen Brettell LONDON/NEW YORK, May 15 (Reuters) - Bond markets are bracing for interest-rate pain in a way they haven't in decades, as investors assess the economic costs of the

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MT Newswires2d agobullish

Equities Fall, Yields Surge Intraday Amid Inflation Concerns; Oil Jumps

US benchmark equity indexes were lower intraday as Treasury yields jumped amid inflation concerns, w

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Motley Fool2d agoneutral

Why IonQ Stock Is Plummeting Today

Tech stocks are falling today, and IonQ is feeling the pressure.

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Barrons.com2d agoneutral

Friday Fumble Dings Another Strong Week for Stocks

The bond market seems worried about oil prices and inflation, implying investors foresee a potential interest-rate hike ahead.

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TheStreet2d agoneutral

Bank of America resets AMD stock price target

Advanced Micro Devices (AMD) has gained more than 100% year to date, according to Yahoo Finance at the time of writing, Friday morning, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up slightly below 10% in the same period. AMD has outpaced the S&P 500 by a huge margin. That is ...

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Motley Fool2d agoneutral

Why Bit Digital Stock Is Plummeting Today

Bit Digital's Q1 report served up a significant sales beat, but the business continued to generate big losses.

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Yahoo Finance Video2d agoneutralVIDEO

Scott Melker on Jerome Powell’s Fed Chair legacy & market impact

Scott Melker reflects on Fed Chair Jerome Powell’s tenure and legacy at the Federal Reserve."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.

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