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With no clean, source-backed single-stock catalyst worth elevating, the more interesting message is coming from the cross-asset tape: oil down hard, gold up, the dollar weaker, and U.S. breadth holding up better than big-cap tech.
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A tanker in the Strait of Hormuz was reported struck by a projectile on Saturday, the latest escalation of tensions between the U.S. and Iran. The U.K. Maritime Trade Operations Centre said a vessel in the strait was hit by an "unidentified projectile," though the crew was reported safe.
Small and microcaps are outperforming large caps, signaling a durable rotation after years of underperformance. Healthcare and REITs are attracting bargain hunters, while energy and commodities are under significant pressure.
For many American farmers, Canada and Mexico have become indispensable export markets at a time when trade disputes, weak commodity prices, and rising costs are already straining the agricultural economy. Iowa farmer Stu Swanson says many producers are operating on dwindling hope as financial pressures mount.
A modern-day gold rush is giving a big boost to U.S. GDP.
Technology stocks closed out a volatile week sharply lower as investors reassessed the sustainability of the AI trade, with concerns over rising semiconductor costs, memory pricing and capital spending. Bloomberg Intelligence Global Head of Technology Research Mandeep Singh and Bloomberg News Macro Strategist Cameron Crise also explain to hosts of Bloomberg This Weekend David Gura and Christina Ruffini the evolving US restrictions on advanced AI models, the cooling IPO market, and questions over whether AI companies can generate enough revenue to justify soaring valuations amid rising costs.
Recent swings in tech stocks are reviving fears of an AI bubble—and some experts warn that if it pops, the fallout could be bigger than anything Wall Street has ever seen.
The equal-weighted version of the S&P 500 outperformed its traditional capitalization-weighted sibling this week by the widest margin in six years.
Tech sector valuations remain elevated, and macroeconomic headwinds, including slowing global GDP growth and rising debt, challenge the sustainability of these multiples. Current innovation cycles, including AI and green energy, are not delivering the broad economic stimulus seen in past industrial revolutions, raising doubts about future consumption growth.
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Dividend Aristocrats rebounded in June and are now outperforming SPY YTD with a 9.61% return versus SPY's 6.91%. CAT leads 2026 performance at +76.98%, with 46 Aristocrats now ahead of SPY and 39 posting double-digit total returns. Recent dividend increases averaged 4.09%, slightly below the 2025 average, with 2026's average dividend growth rate at 3.97%.
Former Fed board nominee Judy Shelton interprets U.S. economic growth and inflation on ‘Maria Bartiromo's Wall Street.' #fox #foxbusiness #media #breakingnews #us #usa #new #news #breaking #mariabartiromoswallstreet #judyshelton #shelton #federalreserve #inflation #economicgrowth #economy #finance #markets #interestrates #monetarypolicy #investing #wallstreet
SoftBank's Masayoshi Son thinks the math doesn't support space-based data centers.
South Korea's KOSPI equities index sank 10.0% Tuesday, rallied 3.3% Wednesday and an additional 5.4% Thursday, before sinking 5.8% in wild Friday trading. The Dollar Index traded this week to a one-year high.
Improving macro conditions helps reduce inflation risks. Equity leadership broadens beyond technology.
Three IPOs priced this past week, joined by four SPACs. Five IPOs are currently scheduled to list in the week ahead, including four set to raise more than $100 million. Street research is expected for five companies in the week ahead.
Micron delivered a blowout quarter and reinforced the strength of AI-driven memory demand, but the same surge in memory prices pressured Apple, Microsoft, Amazon, and other mega-cap technology names. Progress around U.S.-Iran negotiations and improving traffic through the Strait of Hormuz helped push crude oil lower, supporting airlines, homebuilders, industrials, and other rate- and energy-sensitive areas of the market.
D.A. Davidson technology research head Gil Luria explains why Micron's booming semiconductor business reflects a short-term, zero-sum A.I. trade for megacap tech on ‘Making Money.
Tech stocks had another subpar day, as worries about AI spending—and its inflationary impact on consumers—mount.
President Donald Trump said Friday (June 26) that he will impose a 100% tariff on goods from any country that imposes a digital services tax on American companies. Several European countries have been considering implementing such a tax, and some are close to doing so, Trump said in a Friday post on Truth Social.
Nvidia remains central to the AI revolution, with Vera Rubin in full production and demand for AI compute accelerating. Recent volatility in semiconductor stocks reflects skepticism, but fundamentals and valuations across leaders like Nvidia, Micron, Broadcom, and AMD remain robust.
Apple (NASDAQ:AAPL | AAPL Price Prediction) rarely raises prices.
Bloom Energy (BE) is rated a buy after a 28% drawdown, attributed mainly to mechanical selling from Russell index reconstitution. BE reported Q1 non-GAAP EPS of $0.44 (vs. $0.13 consensus) and revenue up 130% YoY, prompting raised FY 2026 guidance. Management now guides for $3.4–$3.8B FY 2026 revenue, 34% gross margin, and $600–$750M operating income, with strong operating leverage and positive free cash flow.
Did you buy ZTS securities between January 14, 2025, and May 6, 2026? Did you buy ZTS securities between January 14, 2025, and May 6, 2026?
Pfizer's high yield is the result of the stock's lingering underperformance, reflecting one serious concern. To circumvent this headwind, the company has been rebuilding and continues to rebuild itself.
Artificial intelligence has turned the stock market into a contest over who will own the infrastructure powering the next decade of computing.
Delta Air Lines maintains a competitive advantage through its lucrative American Express partnership and high-margin premium travel segments. JetBlue Airways is currently focused on its "JetForward" turnaround strategy and a new interline alliance with United Airlines to improve efficiency.
BP and ConocoPhillips have tightened their spending to increase margins. Each stock offers investors an above-average dividend.
Devon Holdco, an indirect subsidiary of Devon Energy, sold 1,755,174 Class A shares for a transaction value of $52.7 million on June 22, 2026. This disposition was effected solely through indirect ownership (Devon Holdco).
F5 has remade itself in every era of computing — from the early web to the cloud — and at 30 it's doing it again.
Artificial intelligence is rapidly shifting from the cloud to the devices we use every day.