General News
Latest news from around the World.
U.S. Stocks: This Chart Indicator Signals A Sell Now
US equities, especially QQQ, are at the upper bounds of multi-year trend channels, signaling elevated short-term risk. Historically, buying near the lower trend channel yields outsized forward returns, while buying near the top underperforms or risks losses.
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It's All About The 2027 AI Capex - And It Doesn't Look Pretty
AI capex is currently expected to increase in 2027 by 15-30%, which is well below the 2026 growth of over 100% - that's negative the AI stocks. The valuation multiples have been contracting for tech stocks as earnings increased, which confirms an expected slowdown in earnings growth.
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Engine trouble ahead? How the Strait of Hormuz standoff threatens luxury auto giants
A global base oils shortage is starting to filter through to drivers of luxury vehicles as the Iran war drags on. Supercars engines rely on base oils because they can withstand extreme heat, high revs and intense pressure.
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Stock Market Today: Dow Holds On to Gains
Stocks waver, with Brent crude trading around $111
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Mobile World Congress 2026: Towercos Take Center Stage
Towercos have increased their presence at Mobile World Congress in 2026, reflecting their growing relevance as key infrastructure providers for the industry. Towerco ownership of global towers grew from 25% in 2014 to 75% today, as telcos around the world have sought to spin off infrastructure assets.
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Aluminum Facing 'Very Large Supply Hole,' JPM Says
Greg Shearer, JPMorgan base and precious metals research head, discusses the aluminum market and the impact the conflict in the Middle East on prices. "Our outlook in the very near term is still for prices to move up towards $4,000 per metric ton," Shearer tells Bloomberg Television.
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U.S. Solar Fleet Takes In Ample Sunshine; Winds Near 20-Year Average In Q1
The US basked in excess sunshine in the March quarter of 2026, with solar insolation levels exceeding the 20-year average by 5.8%. Wind was more diversified in terms of average winds in the March quarter.
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Fertilizer Prices Are Through the Roof. It's a Mixed Picture for These 6 Agricultural Stocks.
The Iran war has disrupted the global fertilizer market. Barron's sizes up where these agricultural stocks could be headed next.
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This Tech Sector ETF Gives Investors the Best Bang for Their Buck
Earnings for State Street Technology Select Sector SPDR members are expected to be up 43% this year from last and rise another 24% in 2027.
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Ex-commerce head WARNS of HARMFUL repercussions from tariffs
Former U.S. Secretary of Commerce Gina Raimondo discusses President Donald Trump's trade and tariff agenda on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #trump #donaldtrump #tariffs #trade #economy #business #investment #markets #commerce #policy #politics #political #politicalnews #government #finance #global #jobs #industry #gina #raimondo
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Eyes On Brazilian Assets - Compelling 2026 Opportunity
Brazil's current P/E of 12.5x versus emerging markets' 16.2x suggests a potential 29% upside if re-rating occurs post-election. Risks include Lula's political resilience, judicial influence, and historical underperformance at similar P/E levels, necessitating careful timing and monitoring.
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Huawei expects AI chip revenue to jump at least 60% this year, FT reports
Huawei expects revenue from its AI chips to jump at least 60% this year, boosted by strong demand for domestic offerings from Chinese companies, the Financial Times reported on Friday.
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Review & Preview: The Nasdaq's Partying Like it's 2020
Semiconductor stocks surged as cloud providers doubled down on infrastructure spending.
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Quanta is the obvious winner when you want to build out the grid, says Jim Cramer
'Mad Money' host Jim Cramer talks the impact of data center stocks on the overall market.
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UK discretionary retail sales fall 1.6% in April, says BDO
British discretionary retail like-for-like sales slid 1.6% year-on-year in April, their weakest April performance in a decade outside the pandemic, data from accountancy and business advisory firm BDO showed on Friday.
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Jim Cramer says the market's biggest winners all have one thing in common
CNBC's Jim Cramer said the market can be broken down into essentially two sectors: the data center stocks and everything else. He emphasized that the boom has expanded far beyond tech, fueling gains across industrials, infrastructure, and even unexpected sectors.
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Persian Gulf War Likely To Escalate; Investors, Buckle Up
The UAE's exit from OPEC and potential US swap lines signal escalating geopolitical and economic risks in the Gulf region. US swap lines to Gulf allies aim to preserve petrodollar dominance amid threats from the yuan and BRICS, especially as oil exports halt.
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Could Powell's decision to stay worsen relations between the Fed and the White House?
“I think there's a point where standing up to Trump moves into poking the bear with a sharp stick,” one analyst says.
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Some US troops cite benefits of Germany presence as Trump threatens pullback
At a U.S Army training facility in Germany on Thursday, some senior officers highlighted the benefits of American presence in the country, a day after U.S. President Donald Trump said he was reviewing whether to reduce troop numbers in the country.
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US economy grows 2% as layoffs plunge to 55-year low, inflation lingers
Fresh data showed the economy expanded at a 2% annualized pace in the first quarter while core inflation rose 3.2% year-over-year in March.
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