Institutional-grade analytics, real-time data, and AI research tools — built for investors who think in decades, not days.
The latest expansion between Brookfield and Bloom sharpens an investment point the market keeps half-learning: AI demand is useless without electricity. The next leg of the buildout looks less like a pure semiconductor story and more like a power-and-permitting race.
Read more →
South Korea's KOSPI index has surged on AI-driven memory chip demand, with Samsung and SK hynix accounting for most gains. Record leverage, extreme concentration, and new retail products have created a highly unstable setup, evidenced by frequent trading halts and sharp sell-offs.
Nasdaq again leads the pack. Fed Minutes coming out this week.
The conversation explores the powerful forces driving today's AI investment boom, from the surge in technology spending and data center demand to the broader impacts on productivity, inflation, interest rates, and financial markets. The president and macro strategist at Bianco Research explains why AI may become one of the most important economic themes of the decade, while also warning investors to stay focused on fundamentals, valuations, and the risks that come with fast-moving market narratives.
U.S. Stock Futures Mostly Flat to Start a New Week.
The stock has been weak lately, along with shares of other waste haulers, because investors want more AI in their portfolios and less garbage.
Jay Woods believes Wall Street's on the right path but sees turbulence in the coming weeks. He sets the stage for earnings season with big banks set to report next week, highlighting the good, bad, and ugly market moves he expects to see.
President Donald Trump said on Monday that aircraft manufacturer Sikorsky would pay for the new helicopter landing pad under construction at the White House, adding that the project aimed to accommodate the next-generation Marine One helicopters.
The global central bank BIS issued a stark warning in its 2026 annual report about the AI bubble burst and private credit, with limited policy response capability. AI capex is increasingly financed with debt, credit spreads are widening, and circular investing increases the risk of contagion.
The Institute for Supply Management's purchasing managers index for services providers was 54 in June compared with 54.5 in May. Economists polled by The Wall Street Journal expected a reading of 54.3.
U.S. stocks traded higher this morning, with the Nasdaq Composite gaining more than 150 points on Monday.
Trump used the occasion to promote the launch of “Trump accounts,” which are special investment accounts for children under age 18.
The loss comes after the company, formerly known as MicroStrategy, sold 3,588 Bitcoin for less than it paid.
US stocks opened higher on Monday, with the S&P 500 and Nasdaq looking to extend last week's rally. Investors welcomed a rebound in semiconductor shares while preparing for the release of Federal Reserve meeting minutes and the start of the second-quarter earnings season later this week.
Stephanie Link, chief investment strategist at Hightower, joins 'Squawk Box' to discuss her market outlook for the second half of the year, what investors are watching, and more.
The S&P 500's recent advance is masking a more dynamic story for US equity investors. Market winners remain confined to a tight clique of AI-related technology stocks, yet more companies are showing attractive fundamentals.
Stock futures are pointing to a higher open for major indexes as tech shares rise following the long holiday weekend; chip and memory stocks are gaining after turning in a volatile performance last week; Delta Air Lines and PepsiCo are among the companies scheduled to release quarterly results this week as the earnings season gets underway; oil prices are down slightly after OPEC announced plans to increase production next month; and shares of major bitcoin holder Strategy are volatile this morning after posting huge gains last week. Here's what you need to know today.
Strategists at the investment bank outlined five key drivers for global equities in the months ahead
The Dow Jones Index jumped to a record high last week, helped by strong performance of some traditional companies. It jumped to a high of 52,905, up by 17% from it lowest level this year.
Long-term real returns above 10% annualized are exceedingly rare.
The S&P 500 rebounded from the previous week's heavy rotation away from AI and technology stocks. Altogether, the S&P rose by a little under 1.8% on the strength of their rebound, closing at 7,483.24 on Thursday, 2 July 2026.
RIVN lifts its 2026 delivery outlook after Q2 deliveries beat guidance, as LCID also posts year-over-year gains in production and deliveries.
Tesla is a top EV company with a dominant position in the market, but its valuation is high. Rivian is a much smaller player with more upside, but its financials aren't nearly as strong.
Mike Khouw gives a trade on Rivian and Tesla, informed by his wife's recent auto purchase.
Investors need to pay close attention to BVN stock based on the movements in the options market lately.
Broadcom will supply Apple with custom AI processors through 2031.
Nvidia stock (NVDA) edged higher on Monday but continued to lag the broader semiconductor rally as investors remained cautious about the company's ability to capture the next wave of artificial intelligence infrastructure spending. The stock rose 0.5% to $195.86 in early trading, well behind the wider chip sector.
Steve Jobs, the co-founder, long-time CEO of Apple (NASDAQ: AAPL | AAPL Price Prediction), and the heart and soul of the company, died in 2011.
Artificial intelligence has become one of the biggest investment themes of the decade, but leadership inside the industry isn't standing still.
While mainstream retail investors spent the first half of 2026 hyper-focused on Nvidia, chip legacy giants AMD and Intel (INTC) stock quietly engineered a stunning regime change. Leaving NVDA's relatively muted H1 performance in the dust, both processing underdogs capitalized on massive rotational capital and a critical broadening of the artificial intelligence (AI) infrastructure narrative.
CNBC's Kate Rooney reports on news regarding Microsoft.