General News
Latest news from around the World.
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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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Big Tech earnings: What do investors do now?
Alphabet, Amazon, Meta, Apple. Microsoft, Tesla, AMD, and Palantir reported earnings.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Inflation double feature: two data prints that could rewrite market rate-cut fantasy
Wall Street's favourite macro assumption that inflation will cool “enough” to let the Federal Reserve cut rates on a predictable timetable faces a real stress test in the coming weeks.
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Tech Selloff: Reset, Not Rupture
The tech sector has come under sustained pressure in recent days, with Anthropic's latest model upgrade amplifying concerns that rapid AI progress could threaten traditional software business models. Over recent quarters, investors have grown increasingly skeptical that AI adoption will translate into measurable productivity gains, that elevated AI‑related capex will ultimately feed through to earnings, or that valuations across the AI ecosystem are sustainable.
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Weekly Commentary: Deleveraging Watch
Today's late-cycle dynamics are especially affected by the perception of the all-powerful Federal Reserve liquidity backstop, coupled with an administration that will uniquely do and say anything to sustain the bull market. The President's tariff 'pause' triggered a major short squeeze and reversal of market hedges.
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The Everything Pullback
Anyone who bought silver and/or gold a couple of weeks ago is probably not singing a merry tune this week, as the price of these precious metals commenced a precipitous plummet last Friday that has continued into this week. The huge costs associated with chasing AI supremacy seem to be, finally, weighing on investor sentiment.
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