General News
Latest news from around the World.
US FDA to monitor clinical trial data in real time in pilot program aimed at speeding approvals
The U.S. Food and Drug Administration launched a pilot program on Monday aimed at allowing the agency to monitor clinical trial data in real time, a step the agency said could cut years from drug approval timelines and keep the U.S. competitive with China.
...keep reeding on reuters.com
AI's Free Ride Is Over and the Tab Is Big
For the last couple of years, $10 a month bought a developer unlimited AI coding help. That deal is gone.
...keep reeding on pymnts.com
UPM, Sappi paper joint venture may lead to price hikes, EU regulators warn
A proposed paper joint venture between Finnish forestry group UPM-Kymmene and South African-listed wood fibre producer Sappi may reduce competition and lead to price hikes, EU antitrust regulators warned on Tuesday as they opened an investigation into the deal.
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Private credit signals broader liquidity risk beneath record equity markets - Dohmen Capital
The increasing stress in private credit markets is pointing to a broader tightening in financial system liquidity, even as public equities continue to trade near record highs, according to Bert Dohmen, president and founder of Dohmen Capital.
...keep reeding on kitco.com
Tech Stocks, Bond Yields, Oil: What's Driving Markets Now
The stock market is asking and answering. Right now, there are four questions driving investor thinking: Let's break it down.
...keep reeding on seeitmarket.com
Dow Jones And U.S. Stock Market Intraday Outlook - The Tech Honeymoon Is Over... Right Before Earnings?
Nasdaq leads US benchmarks to the downside, and traders are now unrolling risk heavily ahead of the key earnings. The honeymoon price action for stocks is now facing a few tests, including still unclear geopolitics.
...keep reeding on seekingalpha.com
The AI Peak Is An Illusion As Compute Bottleneck Worsens
Semiconductor stocks have staged a phenomenal rally, decisively breaking above key resistance and outperforming the market hands down. The AI agentic era, driven by hyperscaler demand and Anthropic's inflection, is fueling unprecedented semiconductor growth and AI compute bottlenecks.
...keep reeding on seekingalpha.com
Jamie Dimon shrugs off inflation concerns but says he worried about stagflation risks
Dimon previously warned the war in Iran risks oil and commodity price shocks that could keep inflation sticky and push interest rates higher.
...keep reeding on nypost.com
CVC weighs $10.54 billion bid for Italian payments group Nexi, FT reports
Private equity firm CVC Capital is weighing a 9 billion euros ($10.54 billion) deal for the Italian Payments group Nexi , the Financial Times reported on Tuesday, citing people familiar with the matter.
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Case-Shiller Home Prices Come in Muted
Pre-markets are somewhat reversed this morning: after closing yesterday with the Dow closing in the red slightly and the Nasdaq and S&P 500 in the green, at this hour the Dow is up but the Nasdaq, S&P 500 and small-cap Russell 2000 are down. Oil prices are up again at this hour, sending futures off their early-morning highs.
...keep reeding on zacks.com
Jamie Dimon warns of 'some kind of bond crisis' ahead as global debt risks build
Jamie Dimon warned a bond crisis is likely, saying rising global government debt, including in the U.S., could lead to “some kind of bond crisis” if policymakers don't act proactively. Risks are building across multiple fronts.
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Frothy, but not like 1999: This new valuation indicator has stocks beating inflation
Shiller CAPE ratio predicts a lost decade, but this superior model shows a path to positive real returns.
...keep reeding on marketwatch.com
Shoppers are buying less where prices are rising fastest, showing that inflation isn't being driven by demand but by companies passing on costs
Shoppers are buying less where prices are rising fastest, showing that inflation isn't being driven by demand but by companies passing on costs.
...keep reeding on wsj.com
Why The Probability For A Global Recession Is Increasing
The S&P 500 and Nasdaq 100 have staged extraordinary rallies, but I am turning more cautious due to unresolved macro risks. Energy market instability from the Iran conflict, persistent inflation, and monetary policy uncertainty heighten recession risks and limit Fed flexibility.
...keep reeding on seekingalpha.com
Tengler: "Need to Stay Long" in Big Tech & Highlighting Earnings Expectations
Nancy Tengler talks all about tech as five Mag 7 companies ready to report earnings. She believes Big Tech remains a key long-term trade due to their earnings growth.
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Markets Under Pressure: Oil Surges on Iran Volatility, Big Tech Earnings Anticipation
Kevin Green helps investors break down the tough market environment as tensions in Iran and Lebanon escalate, sending crude oil back above $100 level. He says Big Tech and AI momentum continue to carry markets as key earnings approach, including Mag 7 names like Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) among others.
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The UAE Quits OPEC. It Could Be the End for the Oil Cartel.
The fracturing of the alliance diminishes OPEC's ability to control prices.
...keep reeding on barrons.com
S&P 500 And Nasdaq 100: OpenAI Concerns, Oil Surge Hit US Stocks
US stocks pull back as OpenAI concerns hit tech stocks and oil prices rise, pressuring the S&P 500 and Nasdaq ahead of major earnings this week.
...keep reeding on fxempire.com
April Consumer Sentiment Improved, According to Conference Board Survey
The headline index from the Conference Board's survey rose to 92.8, versus 92.2 in March.
...keep reeding on wsj.com
Two investment strategies for people who are afraid of the stock market
ETFs with protection features can help risk-averse investors increase returns while weathering market storms.
...keep reeding on marketwatch.com