Institutional-grade analytics, real-time data, and AI research tools — built for investors who think in decades, not days.
Retail sales are still running hot enough to support earnings and stubborn enough to keep policy restrictive. That is a fine setup for operators and a worse one for expensive assets.
Read more →
The semiconductor boom will last at least through 2027, South Korean finance minister Lee Hyoung-Il said. Lee said semiconductor demand still far exceeds supply, even as producers expand capacity.
Nasdaq breaks lower as chip supply concerns and CoreWeave debt pressure hit AI stocks ahead of Tesla and Meta earnings.
Yields and stocks are falling together as they did in Q4 2018, which was the last time a Q4 closed lower. Recent declines are driven by AI sector debt concerns, intensifying competition, and falling prices, echoing 2018's Q4 risk-off dynamics and flight to safety.
Ritholtz Wealth Management Chairman and Chief Investment Officer Barry Ritholtz tells Bloomberg This Weekend that AI remains a transformational technology, but investors face a difficult task determining which companies will ultimately emerge as winners and losers. Speaking with hosts David Gura and Christina Ruffini, Ritholtz discusses CoreWeave's selloff, concerns about AI financing and valuations, and the challenges facing Tesla as competition in electric vehicles intensifies.
I remain optimistic but highly selective on U.S. equities amid macro uncertainty and sector rotations. Recent corrections in AI infrastructure and semiconductor stocks reflect healthy valuation resets, not a bubble burst.
Factories built to supply America's electric-vehicle boom are getting a second life making batteries for the power grid. As EV demand weakens and electricity demand from data centers and new factories strengthens, battery makers are shifting toward stationary storage, but the new market still relies on federal incentives and a supply chain that remains partly dependent on China.
The S&P 500's tech sector just had its worst week in a year and a half, while an equal-weighted version of the index cemented a second-straight weekly advance.
Despite gold's price dip in September, sector fundamentals look solid: producers are reporting near-record margins, strong balance sheets, and management teams focused on execution. Key Takeaways Strong cash flow is giving gold producers flexibility to fund growth, pursue acquisitions and return capital to shareholders.
Here are some of the arguments against a Fed rate hike — and why some economists disagree with them.
Wall Street closed the week mixed as a sharp spike in volatility reflected fresh tech struggles, while investors continued to digest hotter-than-expected CPI data and the latest bank earnings.
Trump invoked the Graham Act's national-interest waiver to suspend new duties on Russian goods and major Russian energy buyers, along with other sanctions and restrictions. The waiver came two days before the law's implementation deadline and follows a separate temporary easing of sanctions on Russian diesel exports.
The Dow Jones eyes 55,000 as Trump's tariff relief offers some support. But inflation risks and rising import costs could slow the recovery.
Bank of America sees little reason for investors to rush back into stocks ahead of November. Strategist Michael Hartnett favours a defensive stance because of a combination of stubbornly high borrowing costs, geopolitical tensions, election uncertainty and cracks in the AI trade.
Federal Reserve Chairman Kevin Warsh said Friday he won't prejudge what the U.S. central bank will do about interest rates at its upcoming meetings in October and December.
The Semiconductor Index was hammered 11.4% this week, the largest weekly loss since liberation day. Ten-year Treasury yields surged 12 bps to 5.33% on Wednesday's disappointing CPI report - a level that would have been the highest close since 2007.
China AI supply-chain IPOs hold firm despite valuation pullback, Citi says
Heritage Foundation chief economist E.J. Antoni joins ‘Kudlow' to analyze rising import prices and their impact on the Federal Reserve's rate path after Kevin Warsh rejects forward guidance.
As the week got underway, yields on US Treasuries were close to their recent decades-long highs. Like the CPI report, the PPI number was well ahead of economists' expectations.
Armadin founder and CEO Kevin Mandia joins ‘The Claman Countdown' to discuss suspected China-linked cyber threats targeting critical networks and a cybersecurity stock sell-off tied to software vulnerabilities and more. #fox #foxbusiness #media #breakingnews #us #usa #new #news #breaking #theclamancountdown #kevinmandia #mandia #lizclaman #claman #armadin #beyondtrust #china #chinesehackers #cybersecurity #cyberattack #cyberthreats #hacking #hackers #artificialintelligence #ai #technology #cybercrime #nationalsecurity #datasecurity #software #stockmarket #wallstreet #stocks #cyberdefense #techstocks #vulnerabilities #cyberwarfare
Nasdaq loses 4% on the week. WTI crude settles over $101 per barrel.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Anavex To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Anavex between November 26, 2025 and August 28, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] New York, New York--(Newsfile Corp. - October 17, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Anavex Life Sciences Corp. ("Anavex" or the "Company") (NASDAQ: AVXL) and reminds investors of the November 30, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
BOK Financial Corporation (BOKF) is upgraded to a very soft ‘buy' due to improved metrics and analyst optimism. BOKF's net interest margin and profitability have increased, with net profits rising from $140 million to $176.5 million. Uninsured deposit exposure remains high at 53.2%, but asset quality is strong with only 0.23% non-performing loans.
New York, New York--(Newsfile Corp. - October 17, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential breaches of fiduciary duties by the directors and officers of Sprout Social, Inc. (NASDAQ: SPT). If you currently own shares of Sprout Social stock, please visit the firm's website at https://rosenlegal.com/cases/sprout-social-inc/join for more information.
Palantir's stock has generated an 18-bagger gain since its public debut. But the near-term macro headwinds could compress its valuation.
Citigroup reported net income of $5.2 billion in the third quarter. Year-to-date severance expenses surpassed $1 billion across operations and technology.
Palantir (PLTR) is a stock that has gripped AI investors for the last couple years, and that attention has led to exceptionally high volatility in the rising software giant. George Tsilis turns to the developments that occurred within the company since he previously talked about the stock, including new partnerships with Nvidia (NVDA) and Nebus (NBIS).
DOCS Investors Have Opportunity to Lead Doximity, Inc. Securities Fraud LawsuitPR NewswireNEW YORK, Oct. 17, 2026NEW YORK, Oct. 17, 2026 /PRNewswire/ --
Micron's revenue surged nearly 380% in a year, analysts expect even tighter memory supply through 2028, and more than 75% of next year's output is already committed. So why are investors selling as if the cycle has already peaked?
Mind Robotics was founded by Rivian Automotive CEO RJ Scaringe. Rivian owns about a third of Mind, which could prove to be valuable.
NEW YORK, Oct. 17, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Doximity, Inc. (NYSE: DOCS) between August 8, 2024 and May 13, 2026, both dates inclusive (the "Class Period"), of the important November 16, 2026 lead plaintiff deadline. So what: If you purchased Doximity common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.