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A firmer dollar, higher Treasury yields, and another jump in oil are not separate headlines. They are the same tightening impulse hitting global equities through different pipes.
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@CharlesSchwab's Cooper Howard turns to the fixed income landscape as equities experience a euphoric rally led by tech. He explains how the rise in crude oil prices serves as a key indicator for longer-term yield movement and the "floor" sustained tensions between the U.S. and Iran builds for fixed income.
The S&P 500 rally is heavily driven by AI-linked companies, with investor positioning increasingly crowded and FOMO palpable. AI capex projections have been revised sharply higher, now expected to reach $1.2T by 2027, but funding has shifted from operating cash flow to record debt issuance.
The European Commission may propose leaving the G7 price cap on Russian crude unchanged at its July review, in an effort to curb Moscow's windfall from the Iran war and the ensuing oil price shock, EU diplomats said on Monday.
This video explains the major questions doctrine and how the Supreme Court has used it to curb major agency actions by requiring clear approval from Congress for policies with significant economic or political impact. (Produced by Andrew Satter; Executive Producer Josh Block) -------- More on Bloomberg Television and Markets Like this video?
The pre-2026 AI phenom was sparked by the introduction of ChatGPT to the masses. Up until now, that promise has produced wonderful and rational results in the stock market as companies throughout the industrial spectrum stand to benefit from tremendous AI-fueled productivity gains and new sales opportunities translating into tremendous profits.
The artificial-intelligence trade locked in fresh gains on Monday, allowing global equities to shrug off a rebound in oil prices as the US and Iran remained deadlocked over a peace deal. Ozan Tarman, Global Macro Vice Chair at Deutsche Bank joined Stephen Carroll and Lizzy Burden to discuss the the moves in stocks as where Bond yields go from here.
The Institute for Supply Management's purchasing managers index was 54 last month, its highest reading since May 2022. Readings above 50 indicate sectoral expansion.
Canadian health company Apotex Health said on Monday it is seeking to raise up to C$1.2 billion ($868.06 million) in an initial public offering on the Toronto Stock Exchange, in a deal that could help revive the country's subdued IPO market.
Spending on building projects rose by 0.4% to an annualized pace of $2.172 trillion in April, versus $2.165 trillion in March, the Census Bureau said.
American manufacturers grew in May for the fifth month in a row — the biggest winning streak in four years — but lingering anxiety about the Trump tariffs and a rise in inflation tied to the Iran war left business leaders anxious.
Trading veteran Kevin Muir, author of the Macro Tourist on Substack, raises questions about true demand for artificial intelligence.
The Trump administration is pushing to fast-track psychedelic drug approvals as his economic approval ratings hit record lows, marking a sharp reversal from his first term stance on drugs. Three companies, Compass Pathways, Transcend Therapeutics and Usona Institute received priority FDA review vouchers under the executive order.
Semiconductor stocks, led by MU and INTC, have gone parabolic, signaling classic market top conditions reminiscent of the dot-com era. A coming surge in IPOs, including SpaceX at a $1.75–$2T valuation, suggests speculative excess and risk for passive index investors.
The US indices continue to look positive overall, but the early part of the Monday session is looking a bit lackluster in general.
US stocks opened in the red on Monday as investors balanced renewed optimism around artificial intelligence against rising geopolitical tensions in the Middle East, while oil prices climbed following fresh developments involving Iran. The S&P 500 slipped 0.2%, while the Nasdaq Composite fell 0.1%.
The rally in stocks is getting narrower, says Kevin Hincks, pointing out the S&P 500's (SPX) recent move higher despite 9 of 11 sectors being lower at times. It comes as the index sees overbought technical metrics.
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Ruchir Sharma, Rockefeller International chairman and Breakout Capital founder and CIO, joins 'Squawk Box' to discuss cracks in the foundation of the current market highs, state of the AI boom, fears of an AI bubble, and more.
The S&P 500 has surged nearly 20% in nine weeks, driven by robust Q1 profit growth and rising forward guidance. Despite inflation and geopolitical headwinds, AI enthusiasm and record-high margins (13.9%) have sustained elevated valuations at 21x forward earnings.
Can Inflation Crash The Market?
Nutanix Inc (NASDAQ:NTNX) has announced that its Nutanix Unified Storage (NUS) solution has achieved Nvidia-Certified status at the enterprise level, validating the product for use with Nvidia Corp (NASDAQ:NVDA, XETRA:NVD)'s accelerated-computing systems. The designation certifies Nutanix at the enterprise level under Nvidia's certification program, which tests storage and infrastructure products against the performance, security and scale requirements for large-scale production AI workloads.
Zurich, Switzerland, June 01, 2026 (GLOBE NEWSWIRE) -- ABB today announced the next phase of its collaboration with NVIDIA to accelerate AI infrastructure deployment. ABB will integrate its power systems as SimReady™ 3D digital assets into NVIDIA Omniverse DSX Blueprint – enabling data center operators to model, validate, and optimize source-to-rack power distribution before breaking ground.
Investors have watched Nvidia ( NASDAQ:NVDA | NVDA Price Prediction ) ride the AI wave to extraordinary heights, with data center revenue exploding in recent years.
Barry Diller is making his next big move as People Inc. (previously IAC) submitted a non-binding proposal to acquire control of MGM Resorts International. The plan would be to buy outstanding MGM shares that People doesn't already own and take the publicly-traded company private. People Inc.
Microsoft's entrenched software franchise generates enough cash to fund the next platform shift without ever needing permission from the market, a profile that long-term holders have historically rewarded.
LAS VEGAS, June 1, 2026 /PRNewswire/ -- MGM Resorts International (NYSE: MGM) ("MGM Resorts" or the "Company") confirms that it received an offer today from People Incorporated (f/k/a IAC) to acquire all of the outstanding shares of the Company that it does not already own for $48.30 per share in cash. The Company's Board of Directors, in consultation with its financial and legal advisors, will carefully review and consider the proposal to determine the course of action that it believes is in the best interests of the Company and all of its shareholders.
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) just posted a quarter that should have shares ripping higher.
Macro strategist Jordi Visser delivered a striking observation on a recent episode of The Pomp Podcast with Anthony Pompliano.
Just as Micron (NASDAQ: MU) stock soared 5.58% and crossed above $1,000 for the first time in history with the June 1 morning bell, one prominent Wall Street expert elected to effectively double her 12-month forecast for MU shares.
Shares of Intel Corp (NASDAQ:INTC, XETRA:INL), Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) and Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) fell sharply on Monday after Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) unveiled a new personal computer chip at the Computex trade show in Taipei, marking a direct challenge to the incumbents of the Windows PC processor market. Intel shares fell about 3% while AMD declined a similar amount.