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April CPI came in hotter than investors wanted, and the reaction was immediate: higher Treasury yields, a firmer dollar, and lower equity multiples. The important question is not whether inflation is dead, but which parts of the market were still priced as if it already was.
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A stunning run-up in shares of semiconductor companies has helped drive the U.S. stock rally, but the eye-popping gains are sparking concerns about an overheated market and prompting some investors to prepare for a pullback.
China is pushing back against proposed U.S. legislation that would curb its chipmakers in the global AI race, making early moves that underscore Beijing's concerns.
Private credit's share of institutional portfolios has fallen, according to a report. Canoe Intelligence found that only infrastructure had net inflows from institutions in Q4 2025.
U.S. stock futures and global indexes were mixed ahead of the meeting between the leaders of the world's two biggest economies.
Japanese investors turned net sellers of foreign stocks for the first time in four months in April, as concerns over higher energy costs from the Iran war and the risk of broader inflation prompted caution on overseas equities.
As AI drives unprecedented demand for data centers, private equity investors are pouring billions into digital infrastructure. Private equity investment in US data centers jumped to $45.70 billion in 2025, the highest total in at least five years.
Gilt yields opened lower. Pepperstone said they could climb further as U.K. political uncertainty persists while concerns about inflation grow.
Panelists Liz Peek and EJ Antoni discuss the global economic impact of stalled U.S.-Iran talks as oil worries remain in focus on ‘The Bottom Line.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #thebottomline #economy #interestrates #inflation #federalreserve #fed #oil #energy #markets #finance #business #global #iran #politics #political #politicalnews #government #lizpeek #ejantoni #kevinwarsh
JPMorgan chief U.S. economist Michael Feroli has the latest on consumer spending on 'The Claman Countdown.'#fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #credit #cards #consumer #spending #economy #jpmorgan #michaelferoli #feroli #inflation #debt #finance #business #markets #money
European countries are forecast to import 80% of their liquefied natural gas supplies from the U.S. by 2028, posing risks from heavy reliance on a single fuel supplier, researchers at the Institute for Energy Economics and Financial Analysis said in a report released on Wednesday.
China and the U.S. are considering extending a truce on Chinese rare earth export curbs at a leaders' summit this week, but Chinese customs data shows Beijing is still throttling shipments of the materials vital for defence and manufacturing.
NEC Director Kevin Hassett discusses the Strategic Petroleum Reserve, the federal gas tax, and the Trump administration's pro-growth economic agenda as solutions to combat rising gas prices on 'Kudlow.' #fox #media #us #usa #new #news #foxbusiness #trump #donaldtrump #energy #gas #oil #economy #inflation #policy #politics #political #politicalnews #government #markets #finance #energynews #gasprices
Asian currencies mostly consolidated against the dollar, as traders assessed U.S. CPI data.
Chip stocks fell sharply after weeks of gains. The vibe shift pushed consumer staples and healthcare stocks higher.
Surging energy prices have pushed investors' inflation expectations to multiyear highs.
Consumers feeling "boxed in" by inflation is the new norm. 📦 📈
The April consumer price index shows that annual inflation is still above the Federal Reserve's 2% target. Energy is the main driver of inflation as the Iran war creates oil supply shocks.
Higher rates mean higher costs for borrowers, but 5% isn't a level that's prone to sticking around in the Treasury market
Marley Kayden says April's CPI came in hotter than expected as the global tensions and the conflict in the middle east continues to rise. Sam Vadas said with Trump headed to China, there could be positive development in Iran with China helping speed up those negotiations.
The video giant will focus its upfront presentation to advertisers on creator ads and new AI-powered bundles for large advertisers.
After Spirit Airlines vanished from the skies, its not-quite-sudden collapse raised questions about why the successful low-cost model, born in the U.S. airline industry, is failing.
Oil and Natural Gas settle into technical ranges as the Middle East truce holds. WTI bounces strongly inside its blue channel, Brent finds solid support, and NatGas builds short-term base near $2.85.
Tencent Holdings extended its streak of double-digit profit growth in the first quarter.
Shoals Technologies posted strong Q1 revenue growth, driven by US utility-scale solar demand and AI data center power needs. SHLS raised full-year revenue guidance to $600m–$640m, reflecting optimism about sustained demand, especially from AI-related projects. Profitability remains pressured by tariffs, higher input costs, and substantial non-GAAP adjustments, with gross margin at 29.2% and notable inventory buildup.
The tech giant reported its first-quarter 2026 earnings on Wednesday.
Enviri NYSE: NVRI reported first-quarter 2026 revenue that was flat from a year earlier, while executives said the company remains on track to complete the sale of Clean Earth and the spin-off of New Enviri around June 1.
Envista NYSE: NVST reported a strong start to 2026, with management citing broad-based growth across its major dental businesses, margin expansion and continued investment in new products and commercial capabilities.
Upwork trades at a distressed valuation despite remaining profitable, generating strong free cash flow, and maintaining a clean balance sheet. AI-related fears over the business model have pressured sentiment and the UPWK shares, but I believe the market is overstating the risk to the freelance market. Following a significant Q1 reset, stabilization in revenue and continued execution on margins and buybacks could drive a meaningful re-rating in shares from current levels.
NEXA, SHBI and HCSG made it to the Zacks Rank #1 (Strong Buy) value stocks list on May 13th, 2026.
Tencent Holdings reported first-quarter revenue growth of 9% on Wednesday, as China's largest social media and gaming company benefited from robust demand for its games and expanding artificial intelligence services.