General News
Latest news from around the World.
The chip rally has a dark side — and a rare market risk is at its highest level since 2015
A cavernous spread between stock and index volatility leaves semiconductor leaders, including AMD and Micron, vulnerable.
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Why These Stock-Market Bears See This Year's Bullish Tailwinds 'Reversing'
Most on Wall Street expect more gains for stocks in the second half of 2026. Not everyone, however, is convinced.
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Rubenstein Doesn't See the AI Stock Bubble Bursting
David Rubenstein, the founder and co-chairman of the Carlyle Group and host of "Bloomberg Wealth," says he doesn't expect the AI bubble to pop anytime soon. He speaks on "Bloomberg Surveillance.
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Enthusiast Gaming Holdings Inc. (EGLX:CA) Shareholder/Analyst Call Prepared Remarks Transcript
Enthusiast Gaming Holdings Inc. (EGLX:CA) Shareholder/Analyst Call Prepared Remarks Transcript
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Warsh Wants the Fed to Talk Less. That Only Gets Wall Street to Listen Harder.
Investors are trying to get a read on the new chairman even as he seeks to limit communication so markets can respond independently to economic data.
...keep reeding on wsj.com
Chip Stocks on Track for Best Quarter Ever | Bloomberg Tech 6/30/2026
Bloomberg's Ed Ludlow breaks down what's behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China.
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How stocks put up their best quarter in 6 years
The Investment Committee react to the market having its best quarter in 6 years. They debate what it means for the second half of the year.
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Grilling Burgers on the 4th? Get Ready to Pay Up
Record-high beef prices will continue to wallop U.S. consumers this summer as drought conditions and the resurgence of an invasive pest are the latest obstacles to increasing cattle herds.
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Zyn can be marketed as safe alternative to cigarettes, FDA says
Federal regulator gives Philip Morris International a win for nicotine pouches.
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It's Time To Hedge
Near-record leverage, elevated valuations, and extreme optimism have created one of the weakest equity risk-reward setups in decades. We believe investors should focus less on timing the market and more on protecting portfolios against an increasingly asymmetric downside.
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Mountain Province Diamonds Inc. (MPVD:CA) Shareholder/Analyst Call Prepared Remarks Transcript
Mountain Province Diamonds Inc. (MPVD:CA) Shareholder/Analyst Call Prepared Remarks Transcript
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Volatility Traders Position For Long Convexity On Global Tech Consolidation
With the exception of equities and credit, implied volatilities amongst the major asset classes remained steady w/w following last week's global AI/Tech consolidation. The VIX Index had a controlled response to last week's 2% SPX Index pullback with the volatility gauge rising 2 pts to 18.4 (68th percentile) and traded mostly in line with the pre-established skew.
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Insiders Made $100 Million on China Brokerage Crackdown, Trading Firm Alleges
Susquehanna has filed a lawsuit seeking to unmask the traders who bet on drop in Futu and Tiger Brokers stock.
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Bank Stocks Are Doing Great, but It's Time to ‘Take the Money and Run'
JPMorgan, Goldman, and Bank of American hit fresh highs this month, And that might be a signal to exit, Oppenheimer says.
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AI Should Bring A Positive Deflationary Effect, But This Negative Effect Was Not Expected
I maintain a hold rating on assets tracking main US indices amid falling inflation expectations and AI-driven market dynamics. Short-term catalysts include declining oil prices and reduced geopolitical risk, but long-term inflation expectations are even more favorable as OPEC's influence wanes.
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Quarter Ends On High Notes Across The Board
Stock market continues to grind higher despite geopolitical and economic woes. Dow settled in record territory.
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Egg Producers Manipulated Market, Keeping Prices High, Say Antitrust Authorities
Companies agreed to donate over 50 million eggs to resolve an antitrust investigation focused on a period when prices reached record highs.
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AI ROI Remains a Critical Question for Mag 7 as Investors Question CapEx
Can both hyperscaler and chipmaker stocks rally together? That's the question @CharlesSchwab's Nathan Peterson poses to investors, as he explains the role ROI has in both corners of the tech space.
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How an AI Bust Could Ripple Through The Global Economy
Plus, South Korea plots new chip plants, and AI brings bumper profits for memory producers
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U.S. Equity Markets: Lots Of Gambling Going On
Speculative excess is evident in record margin debt ($1.4T), surging leveraged ETF AUM ($198B), and the return of SPACs, signaling heightened market risk. Market leadership has narrowed as the Magnificent Seven have shed $5T in market cap from its peak, with hyperscalers facing surging capex and falling free cash flow.
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