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$NVDA’s latest quarter and $AMD’s manufacturing roadmap update say the same thing: AI spending is no longer a single-company trade. It is becoming a system-wide capex cycle across compute, foundry capacity, servers, networking, and power.
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Private credit has grown into a $2 trillion industry over the past decade, financing software companies, healthcare rollups, and industrial firms. Fueled by ultra-low interest rates, post-2008 banking regulations, and yield-hungry investors, it became one of the most powerful forces in global finance.
Participants went through a rollercoaster of emotions in the past week between a rejected Iranian offer to a severe hawkish repricing and, finally, a promising path to peace. Traders are getting ready for next week's important bet for peace.
The gap between Wall Street and Main Street just hit a new extreme.
SpaceX is marketing itself to IPO investors as an artificial intelligence targeting a $26.5 trillion potential market opportunity. The move signaling its intention to wrest business from investor darlings whose valuations have soared.
Treasury liquidity flows have shifted from supportive to restrictive, with over $100 billion in net new issuance this week pressuring risk assets. Net T-bill issuance has become a dominant short-term liquidity driver, correlating with weaker S&P 500 and Bitcoin performance on issuance days.
Plus, voice-powered writing in Google Docs, the coming “vibe slop” crisis, the rising AI backlash and Apple's success with imperfect chips.
Even as markets continue to linger near all-time highs, Ryan Detrick says he's surprised to see a lack of excitement among investors. He attributes the "dourness" to caution on inflation and jobs, though he expects a reversal of sentiment to occur once geopolitical uncertainty cools.
The U.S. stock market has arrived at the unofficial start to summer with major benchmarks sitting at record highs. But a few factors could make for a bumpy ride in the months ahead.
The S&P 500's eight-week rally masks extreme market concentration, record-high valuations, and negative equity risk premium, signaling classic bubble conditions. Apple and NVIDIA now comprise 15% of total U.S. equity market cap, with tech and tech-related stocks over 55%, surpassing even the dot-com era's concentration.
Markets face Core PCE, GDP data, Fed speakers and major tech earnings as traders watch rates, inflation and AI-driven momentum.
Investors have a short week ahead—and a long list of retailer earnings to peruse. Quarterly results from companies including Dollar Tree, Burlington Stores, Gap and American Eagle Outfitters are set to land this week.
Dow Jones hits a record high as Iran peace hopes, Fed leadership changes, and strong earnings lift US stocks and boost market sentiment.
The S&P 500 rally is maturing and has developed a weekly exhaustion signal. A US-Iran peace deal could trigger a 'sell the news' event.
The S&P 500 has rallied for eight consecutive weeks, with strong dip-buying and minimal drawdowns, indicating persistent bullish sentiment. Investors are rotating into Small and Microcap stocks, REITs, Consumer Cyclical, and value equities.
Stocks are partying like it's 1999. Americans haven't been this gloomy in 70 years.
A stark inventory mismatch is bedeviling housing markets across the country, but areas like Denver and Honolulu are showing improvement.
FOX Business' Darren Botelho reports Republicans are racing to cement U.S. crypto dominance with a proposed national Bitcoin reserve funded by seized digital assets tied to Iran.
From jet fuel to fertilizer, the Iran war is causing price hikes and product shortages across the world economy. Medical supply company Gentell is facing turbulence as the crisis at the Strait of Hormuz rattles global supply chains.
President Donald Trump's latest financial disclosure has drawn scrutiny for its astonishing scale: 3,711 trades, almost entirely in shares of companies across America, including many whose fortunes can turn on federal policy. Bloomberg News US Equities Team Leader Elena Popina joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss.
Chinese artificial intelligence startup DeepSeek will make permanent a 75% price cut on its flagship V4‑Pro artificial intelligence model, keeping prices at a quarter of their original level, the company said in a statement on Saturday.
Reddit, Inc. has retraced its gains as initial AI and user growth enthusiasm faded. The social media company has more normalized growth, with logged-in users only growing 7% YoY in Q1'26 and key U.S. users reporting sub-10% growth. RDDT's ability to capture a larger share of the AI opportunity is a key forward driver, but the company isn't expected to see any material increase in data licensing fees.
Meta Platforms (NASDAQ:META | META Price Prediction | META Price Prediction) delivered a strong earnings beat, yet shares drift lower.
I keep clicking buy on NextEra Energy (NYSE:NEE | NEE Price Prediction), and my brokerage statements prove it.
There is a principle I have followed for 30 years in this business. When the smartest credit team on the planet starts aggressively buying a beaten-down asset class they understand better than anyone alive, you do not sit on your hands and debate whether the timing is perfect.
New York, New York--(Newsfile Corp. - May 24, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Pinterest, Inc. (NYSE: PINS) between February 7, 2025 and February 12, 2026, inclusive (the "Class Period"), of the important May 29, 2026 lead plaintiff deadline. SO WHAT: If you purchased Pinterest securities 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.
The film based on a hit Disney+ series is the first new Star Wars film since 2019.
Wall Street analysts remain bullish on Meta Platforms (NASDAQ: META) stock despite the social media giant experiencing volatility in 2026.
PayPal shaped the industry by being the first major online wallet to market. This mature business, however, has few barriers to entry.
The AI boom was supposed to follow a familiar technology cycle.
One key part of last week's blog post was the late 1990s “tech market cap vs. earnings (EPS) weight”. Today, the tech sector's market cap is roughly 37%, versus the earnings weight of 30.8%, while in March 2000, the tech sector's market cap weight was 33-35%, while the earnings weight was just 13%. For semiconductors and semi-cap equipment, which has been the tech sector's juice this year, the semiconductors complex's market cap weight is 18.7%, while its earnings weight in mid-May '26 is 15.1%. There is still no slowdown in forward EPS estimates for the S&P 500.