General News

Latest news from around the World.


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Investors chase cheaper, smaller companies as risk aversion hits tech sector

Investors are turning to cheaper, smaller companies while reassessing how much risk they are willing to take owning volatile assets after market whipsaws pounded some sectors and assets.

...keep reeding on reuters.com

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Prediction: The Trump Bull Market Will Come to an Abrupt End From an Unlikely Source -- the Federal Reserve

Statistically, Wall Street has enjoyed having Donald Trump in the White House, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite soaring 57%, 70%, and 142%, respectively, during his first term. President Trump's flagship tax and spending laws have helped fuel record share buyback activity and provided a boost to Wall Street's major stock indexes.

...keep reeding on fool.com

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The Dow, the Uncool Index, Has Its Moment in the Sun

The Dow industrials reached 50000 this past week. The younger crowd is unimpressed.

...keep reeding on wsj.com

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The Stock Market's Super Bowl Indicator Is More Accurate Than You Think

U.S. equity futures will open for trading on Sunday around half an hour before the Seattle Seahawks and the New England Patriots face off during Super Bowl LX in Santa Clara, Calif. However, investors might want to wait for the final whistle of the game before they start preparing for Monday's opening bell.

...keep reeding on barrons.com

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How Well Do You Know the Dow Jones Industrial Average? Take Our Quiz.

The Dow surpassed the 50000 mark on Friday.

...keep reeding on wsj.com

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NYSE's Reinking Weighs in on AI Trade Concerns

It's interesting that the S&P 500 Equal Weight (SPXEW) hit a new all-time high yesterday, posits Michael Reinking. He adds that concerns around AI spending and AI's impact on software as a service (SaaS) companies is weighing on market performance.

...keep reeding on youtube.com

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The Full Effects Of Tariffs To Start Showing Up In January CPI Report

The Full Effects Of Tariffs To Start Showing Up In January CPI Report

...keep reeding on seekingalpha.com

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Wall Street's wild week rattles investors' confidence while highlighting a growing divide within markets

“It seems like there are two different markets right now,” one strategist says.

...keep reeding on marketwatch.com

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From AI Darlings To Dow Dinosaurs: Investors Flee Software For Old-Economy Stocks

Software and other AI-exposed stocks have stumbled out of the gate this year, with the sell-off picking up pace in February as fresh fears emerged that artificial intelligence could disrupt, rather than fuel, demand.

...keep reeding on benzinga.com

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Big Pharma's Earnings Week: Strong Performance, Obesity Wars, LOE Management And More

Big Pharma delivered strong Q4 2025 results, with most companies beating revenue and EPS expectations and providing generally solid 2026 guidance. Eli Lilly solidified its leadership in obesity and diabetes, outpacing Novo Nordisk, which faces a sharp 2026 revenue decline amid fierce competition, pricing pressure, and other factors.

...keep reeding on seekingalpha.com

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‘It's existential': How Big Tech found itself in a $650 billion spending spiral

The market has spoken: It doesn't like the massive AI spending spree of the “Big Four” hyperscalers. But the companies are barreling ahead anyway.

...keep reeding on marketwatch.com

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Big Tech earnings: What do investors do now?

Alphabet, Amazon, Meta, Apple. Microsoft, Tesla, AMD, and Palantir reported earnings.

...keep reeding on youtube.com

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Fed's Bostic Discusses Inflation, Warsh & K-Shaped Economy

Outgoing Atlanta Fed President Raphael Bostic tells Bloomberg's Michael McKee that it's ‘paramount' for the Fed to get inflation back to its 2% target. In a wide-ranging interview, Bostic also discusses the argument of so-called ‘mission creep' at the Fed, Kevin Warsh's nomination as Fed Chair, and the K-shaped economy.

...keep reeding on youtube.com

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The Market's Primary Narrative Is Collapsing

AI infrastructure buildout costs are exploding, with Big Four capex set to reach $600 billion in FY2026, up 70% year-over-year. Rising data center demand is outpacing electrical grid capacity, driving up costs and regulatory risks for hyperscalers.

...keep reeding on seekingalpha.com

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Buyer Beware: The Market's AI Bubble Risk Just Got Even Bigger

A massive spending surge is quietly reshaping the market's risk profile. What looks like innovation may be creating a dangerous new dependency.

...keep reeding on seekingalpha.com

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Tech stocks have been shaky, but these 20 companies could still see rocketing sales growth

Sandisk and Micron could see industry-leading revenue growth in the coming years.

...keep reeding on marketwatch.com

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Stay Long. Capex-geddon Is A Déjà Vu

The AI-driven bull market persists, but volatility and sector rotation are intensifying. Industrials (XLI) and utilities (XLU) are positioned as likely 2026 sector winners.

...keep reeding on seekingalpha.com

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Elon Musk Is Betting Another Tech Conglomerate (His) Can Win Over Wall St.

The billionaire's decision to merge his A.I. start-up with his rocket company will test investors' interest in giant combinations of unalike businesses.

...keep reeding on nytimes.com

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Why investors may have to contend with market volatility for a while

While US equities rebounded from this week's tech and software stock sell-off on Friday, the Dow Jones Industrial Average managed to close above 50,000 points for the first time. Hirtle Callaghan Chief Investment Officer Brad Conger speaks with Jared Blikre about the patterns emerging from large-cap leaders and cyclical stocks as AI leadership changes, and what may be causing market volatility in 2026.

...keep reeding on youtube.com