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The interesting part of Okta’s quarter was not the 11% revenue growth. It was management’s argument that AI agents are becoming a new class of enterprise user—and that identity software may become the control layer investors have been underpricing.
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One of the best lesson investors received when the Dow Jones Industrial Average DJIA turned 130 years old on May 26 was a reminder of why time diversification is so important in the stock market.
6 Numbers That Should Give Prudent Investors Pause
The Great Powers have returned. Russia's full-scale invasion of Ukraine, President Donald Trump's ill-thought-out attack on Iran, and China's threats towards Taiwan, all suggest that we are in a new era.
Bloomberg Intelligence Global Head of Technology Research Mandeep Singh joined Christina Ruffini and David Gura on Bloomberg This Weekend to discuss so-called "legacy" tech companies like Dell, Intel and Nokia seeing their stocks surge as they turn to AI. -------- More on Bloomberg Television and Markets Like this video?
The S&P 500 Momentum Index is ripping higher as semiconductor stocks power the stock market upward.
Josh Brown of Ritholtz Wealth Management launched Porterhouse, a separately managed account named after the premium cut of steak and built to hold what he considers the market's best opportunities. The launch comes after years of advisers steering clients toward low-cost index funds popularized by Vanguard founder Jack Bogle.
Consensus expects May non-farm payrolls to rise by 96K, but soft PMI and regional Fed data suggest downside risk, possibly even negative job creation. However, the Fed might still be forced to hike into a weakening labor market due to the persistent inflation pressures from the supply-side energy-driven inflation.
As political uncertainty grows in the United Kingdom, investors are increasingly focused on the country's fiscal outlook and rising government borrowing costs. Bloomberg Opinion Columnist John Authers says concerns over spending, debt, and political instability are pushing gilt yields higher, reviving memories of past market crises that helped topple governments from Harold Wilson to Liz Truss.
Later this month, the Kevin Warsh-led central bank will start preparing a possible pivot to tighter policy.
The AI-driven equity rally faces potential risks from cheaper Chinese LLMs, hyperscaler ROI concerns, and infrastructure constraints. Hyperscalers' $700 billion FY2026 capex, representing 2% of U.S. GDP, may deliver negative ROI, threatening tech sector tailwinds.
Central bank independence is again coming under pressure as policymakers push through unpopular measures to curb surging prices, prompting political interference that could erode trust and deepen the crisis, current and former officials said.
Blue Origin faces a months-long setback after the explosion of a rocket damaged its launch pad, company and industry sources said, scrambling schedules for Amazon satellite launches and bolstering SpaceX's dominance in the commercial launch market.
Wall Street finished the week on top with all three major averages advancing as investors weighed signs of easing geopolitical tensions in the Middle East, a softer-than-expected inflation reading, and strong corporate earnings that reinforced optimism around artificial intelligence-driven growth.
I went to Mistral AI's first-ever summit — it felt like a rallying cry for Europe's AI ambitions. Attendees told me Europe wants more control over its data, infrastructure, and AI.
Equities extend gains as earnings and semiconductors lead markets higher. Consumer confidence remains subdued despite economic resilience.
Recent data from S&P Global Market Intelligence indicated a notable shift in the near-term outlook for the chemicals industry in April 2026. The ongoing conflict in the Middle East has significantly impacted the sector, leading to soaring raw material and energy prices.
Down somewhat from Wednesday's high, the rates market still ended the week pricing 95% probability of a 25 bps Fed rate hike in the next 11 months. Semiconductor stocks have made their best start to a year since the dotcom bubble at the turn of the millennium.
Week-In-Review: Market Moves, AI Momentum, And What's Next
Own stocks, TIPS and gold. And wait as long as possible to collect Social Security to max out your inflation-adjusted benefit.
By now, 11 US companies have a market value of $1 trillion or more. Adding Walmart, the 12 US companies have a market cap of $30 trillion – roughly 43% of the total market capitalization of all S&P 500 stocks.
New York, New York--(Newsfile Corp. - May 30, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of AeroVironment, Inc. (NASDAQ: AVAV) between June 25, 2025 and March 10, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed.
FOSTER CITY, Calif.--(BUSINESS WIRE)--Mirum Pharmaceuticals Announces New Data from Rare Liver Disease Programs Presented at the EASL International Liver Congress 2026.
New York, New York--(Newsfile Corp. - May 30, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Upstart Holdings, Inc. (NASDAQ: UPST) between May 14, 2025 and November 4, 2025, inclusive (the "Class Period"), of the important June 8, 2026 lead plaintiff deadline. SO WHAT: If you purchased Upstart 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.
While the Magnificent Seven trade at forward multiples that demand near-flawless execution, a handful of profitable internet platforms have been left behind in the rotation.
Gemini Spark is Google's new 24/7 agentic assistant, designed to help you help you “navigate your digital life,” which essentially means getting your online to-dos done, summarizing the things you don't have time to read (like the entirety of your inbox), or organizing something that would have otherwise involved too much screen time-filled manual labor, like a personal expenses spreadsheet.
Dell (DELL) surged 33% post-Q1'27 earnings, driven by explosive demand for AI-optimized servers and record Infrastructure Solutions Group performance. Q1'27 revenues reached $43.8B, beating consensus by $8.1B, with non-GAAP EPS of $4.86, surpassing estimates by $1.90. AI server backlog soared to $51.3B (+19.3% Q/Q), and free cash flow rose 40% year-over-year to $3.1B.
Costco Wholesale Corp. NASDAQ: COST reported its fiscal Q3 2026 results after the market closed on May 28, and at first glance, it appears the company produced another stellar quarter.
Super Micro Computer (SMCI) is transitioning from a low-margin hardware assembler to a full-stack AI data center infrastructure provider, offering significant re-rating potential. SMCI's Q3 revenue miss was attributed to timing and supply chain issues, not demand destruction, with deferred revenue expected to be recognized in future quarters. Gross and operating margins improved materially in Q3, and management guides for continued revenue growth and double-digit gross margins, supporting a bullish speculative BUY rating.
Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) just posted record quarterly revenue of $15.84 billion with networking up 25% year over year and
[url="]Exelixis, Inc.[/url] (Nasdaq: EXEL) today announced results from a subgroup analysis of the phase 3 CABINET pivotal trial, which showed that CABOMETYXÂ