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Alibaba is tapping investors for roughly HK$80 billion, and the timing matters more than the size. This is a live test of whether markets will fund China’s AI and cloud buildout without demanding a punitive discount for ambition.
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A district attorney in the U.S. state of California said on Monday the office has ended a criminal probe into a GKN Aerospace factory and announced a claims program of up to $100 million for more than 50,000 nearby residents who left their homes in May due to a chemical incident at the plant.
Warsh wants an “unfiltered message from markets,” while Bessent is buying long Treasuries because he says yields no longer reflect the underlying fundamentals. AI hyperscalers issued $220bn of debt through August 10, versus $12.5bn in the comparable 2025 period, while Treasury is fighting for basically the same capital.
Chip makers and other tech stocks weighed on major U.S. indexes.
CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More.
Oil stocks, materials and techs have been market leaders this year. That trend could continue if the Federal Reserve raises interest rates later this year and in 2027.
AI is shaking up a lot of things—including which stocks investors can expect to hold up in a market selloff.
U.S. stocks ended mixed as a drop in oil prices was offset by concerns about debt incurred to fund the AI boom.
Steve Keen has spent two decades telling anyone who'll listen that markets watch the wrong debt. This week he put a clock on it.
The $40 trillion debt sounds alarming, but context matters: Household wealth has risen far more over the same period. Markets appear to have absorbed higher Treasury yields so far.
Artisan International Small-Mid Fund portfolio modestly trailed the MSCI ACWI ex USA SMID Index in Q2. On an individual company basis, NICE, Landis+Gyr and DBV Technologies were the largest Q2 detractors. Our top contributors for the quarter were Rohm, LivaNova and Glanbia.
Industrials rebounded 0.29% on Friday, snapping four consecutive declines. The gain wasn't enough to lift the sector back above its 50-DMA, but it did add to the series of higher lows that have been in place since the spring.
Basic Materials broke out of a multi-month consolidation, with unusually broad strength in copper and agricultural input stocks creating several attractive trend-trading setups. The strength in economically sensitive Materials supports the narrative of a healthy economy with persistent inflation.
Valuations today are so stretched that it may not take much more straw to break the camel's back.
Iran's "economic D-Day" sanctions are unlikely to shift the regime's stance or meaningfully impact global markets near-term. Much of the negative market impact from Iran-related turmoil is already priced in; expect volatility but not fundamental disruption before the U.S. midterms.
Markets continue to trade near record highs even as bond yields have hit their highest levels since 2007 and energy prices remain elevated. Private credit markets are deteriorating, with record default rates and redemption gates at major funds like Apollo (APO) and Blackstone (BX), raising systemic risk.
Patrick Harker, Fmr. Philadelphia Fed president, joins 'Squawk on the Street' to discuss what to expect from the Federal Reserve's annual Jackson Hole symposium.
I reiterate my Buy recommendation on the iShares MSCI Global Metals & Mining Producers ETF, which remains in a long-term bullish trend near record highs. Industrial metals prices, especially copper, zinc, tin, and steel, have posted strong double-digit gains in 2026, driving profitability for mining companies held in PICK. PICK offers diversified exposure to leading global mining firms, with robust liquidity, a 2% yield, and a 0.39% management fee.
Trump admin unveils anti-Iran global sanctions plan, signals China not exempt
AI trade fundamentals will likely drive future returns as speculative leverage unwinds, evidenced by lower volatility in semiconductor stocks. But, leverage is moving on and off-balance sheets of major AI players like Alphabet (GOOGL) and NVIDIA (NVDA), introducing hidden systemic risks reminiscent of the Dot.com era.
Strategy sold $2 billion of stock last week and bought no Bitcoin with it. Its holdings sat unchanged at 840,447 BTC while Bitcoin posted the largest weekly dollar gain in its history.
Western Asset High Income Opportunity Fund offers a ~12% yield and trades at a 9% discount to NAV. HIO's non-leveraged structure appeals to risk-averse investors, but its long-term performance lags peers and its benchmark. While the high distribution rate can be attention-grabbing, distribution coverage suggests continued potential for erosion going forward.
Amazon's Tetromino project aims to fully automate delivery stations. Amazon estimated more than $530 million in investment in Tetromino by 2029.
NVIDIA will report fiscal Q2 2026 results on Wednesday, August 26, 2026, after the market close. Here are the key numbers that we're watching. According to Visible Alpha consensus, analysts expect Nvidia's total revenue to reach $92.2 billion in fiscal Q2 2027. Blackwell's revenue is expected to jump from around $86.4 billion last year to $135.7 billion this year but to drop -71% next year.
The upcoming iPhone cycle is one that will be watched closely by Wall Street. Tom White notes lasting memory chip shortages as something he sees leading to price hikes, something expected to hit consumer demand. Kevin Hincks points to Apple's hardware moat as something he believes will offer lasting strength for the company. Both Tom and Kevin offer their own example options trades for the Mag 7 stock.
CFRA Senior Vice President and Equity Analyst Angelo Zino breaks down where he sees opportunity in AI, what could derail the trade and which stocks he likes best. Plus, he weighs in on Nvidia ($NVDA), Salesforce ($CRM) and Marvell ($MRVL) ahead of earnings, the outlook for software, and the AI stock he'd be most nervous owning.
SAN DIEGO, Aug. 24, 2026 /PRNewswire/ -- Robbins LLP reminds investors that a securities class action has been filed on behalf of all persons and entities who purchased or otherwise acquired Microvast Holdings, Inc. (NASDAQ: MVST) securities between April 1, 2025 and March 16, 2026, inclusive (the "Class Period"). The lawsuit alleges that Microvast Holdings, Inc. misled investors about its ability to achieve targeted profit margins and complete the expansion of its Huzhou, China manufacturing facility on schedule.
PINS' $4B AWS deal boosts AI ambitions through 2031, but rising infrastructure costs raise questions around monetization.
Natural gas is mostly flat as weather forecasts indicate that demand will stay at high levels this week. Strong production and high storage levels continue to serve as negative catalysts for natural gas markets.
MOUNTLAKE TERRACE, Wash., Aug. 24, 2026 (GLOBE NEWSWIRE) -- FS Bancorp, Inc. (NASDAQ: FSBW) (“Company”), the holding company for 1st Security Bank of Washington (“Bank”) announced that its Board of Directors has authorized a share repurchase program of up to $5.0 million in shares of the Company's outstanding common stock in the open market, in privately negotiated transactions from time to time over a 12-month period until August 24, 2027, at such prices as may be determined by the Company's management. The repurchase program will commence no sooner than the second trading day after the public announcement of this repurchase program.
Apple is cutting jobs across its Vision Pro, Siri, and Intelligent Systems Experiences teams as it redirects resources toward new devices and artificial intelligence. Bloomberg's Mark Gurman explains where the reductions are happening and how Apple is reshaping its Siri operation around new AI infrastructure.