AI and Chip Stocks Race Ahead
Plus, Paramount settles and crude prices drop again
Market News
BOMBING IRAN: Trump is in 'DECSISON MODE'
'The Big Money Show' analyzes energy stocks and gas prices as Iran outlines seven conditions for peace talks with the U.S. Mike Waltz discusses President Donald Trump's diplomatic stance amid rising tensions. #foxbusiness #bigmoneyshow 0:04 Potential Military Action and Diplomacy with Iran 0:49 Global Energy Markets and Refining Capacity Bottlenecks 3:02 Energy Sector Stock Performance vs.
America's power grid is running out of juice — and these stocks stand to gain
SpaceX is one of a host of potential beneficiaries identified by Morgan Stanley as ways to play the intensifying AI power shortage.
Elon Musk, Jensen Huang and Tim Cook are set to dine this week with Xi. Here's what their companies want from China.
The Trump White House's guest list reads like a map of corporate America's exposure to China — from Tesla's Shanghai factory, to Nvidia's blocked AI chips, to Citi's long-awaited brokerage license.
Reassessing China as Trump, Xi Jinping meet
President Trump hosting Chinese leader Xi Jinping this week for their second meeting of the year. Will it change the calculus of investing in China?
Trump administration proposes $5 billion to kickstart investment fund to rebuild Gulf energy sites, WSJ reports
The Trump administration has proposed investing $5 billion in a new fund that would help Middle East countries rebuild energy infrastructure battered in the Iran war and reduce their reliance on the Strait of Hormuz to transport oil and gas, the Wall Street Journal reported on Monday, citing U.S. and Middle Eastern officials and documents.
The hottest part of the AI trade could be turning into its biggest weakness
While stock investors celebrate booming demand for chips and servers, credit markets are flagging risky contracts and rising debt costs.
Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Tests New Lows As Traders Bet Trump Could Talk To Iranian President
Oil markets are losing ground as traders focus on potential talks between U.S. and Iran.
Market has 'all the ingredients for a face ripper', says Fundstrat's Tom Lee
Tom Lee, Fundstrat head of research, and Jay Woods, Freedom Capital Markets chief market strategist, join 'Power Lunch' to talk the rally in stocks and if it has staying power.
U.S.-China AI safety talks put new focus on what companies disclose when models break loose
CNBC's MacKenzie Sigalos reports on Google's disclosure that Gemini autonomously accessed real-world systems during a cybersecurity test — as Washington and Beijing weigh whether to create a mechanism for alerting each other to serious AI incidents.
Trump-Xi Summit Puts Global AI Race in Focus
Bloomberg's Ed Ludlow breaks down what to expect from the Trump-Xi summit later this week, with AI's role anticipated to be a major part of the agenda for those upcoming talks. Plus, Bloomberg reports Paramount reached a settlement with California and other states suing to block its proposed acquisition of Warner Bros.
Nasdaq Index: Tech Stocks Lead US Indices Higher Despite Rate Warning
Nasdaq-led US stocks rally as tech buyers return, while Goolsbee's call for higher rates keeps the next pullback risk firmly in view.
Gas Price Relief Coming for Drivers, Refinery Supply & Diesel Headwinds Will Last
How much worse can gasoline prices get? It's the question that's always shifting for @gasbuddy's Patrick De Haan, and as of Monday, he believes a shift in tone from President Trump will bring prices down.
Bitcoin just did something it hasn't done in 45 weeks.
Scott called this bear market bottom. The weekly chart just confirmed it.
A Big Chunk Of 2026's Earnings Growth Is Increasingly Illusionary
Earnings growth in the S&P 500 is currently heavily concentrated in the technology and energy sectors, driven by AI and Middle East conflict-induced commodity price spikes. Much of the recent profit surge appears transitional or overstated, especially in tech and energy, with underlying economic engines sputtering and GDP growth averaging just 1.2%.
Trump Looks to Sideline Canadian Potash With Belarusian Supply Deal
President Trump is signaling a potential agreement to purchase lower-priced potash from Belarus, a move that could challenge Canadian exporters.
Key Indicators Point To A Market Rally Through November
Despite internal market weakness, I expect the current stock rally to continue into November barring a major event. Traders are buying an unusual amount of 2X short ProShares funds, which usually occurs right before stocks move higher.
Stocks, Bonds Climb as Oil Falls on US-Iran Hopes
Stocks and bonds kicked off the week on a positive note as hopes for diplomatic efforts to end the war in Iran drove oil prices lower, easing inflation anxiety. The advance in equities erased the S&P 500's decline for the month, with a renewed rally in chipmakers also buoying sentiment.
Ultralife: Well Positioned For Liquidity Despite Low Cash And Declining Cash Flow
Ultralife Corporation maintains a Buy rating, supported by strong working capital, declining debt, and improving profitability despite recent cash flow concerns. ULBI's Q2-2026 results show significant year-over-year gains in operating income and adjusted EBITDA, aided by a $1.1 million tariff refund. Liquidity risk is mitigated by a current ratio of 2.9, a quick ratio of 1.11, and management's confidence in converting inventory and receivables into cash.
Earnings Mean Reversion: When Estimates Snap Back
Consensus 2026 S&P 500 earnings growth has been marked up from about 15% in January to roughly 24% by the close of Q2 season. Goldman now pegs 2026 operating EPS near $340 and 2027 near $385, close to 50% above the long-term earnings trend.
