General News
Latest news from around the World.
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
The pace of hiring in the U.S. has dropped off precipitously for a number of reasons, ranging from workers staying in their jobs to tariff uncertainties that make it difficult for companies to plan
A ‘deep freeze' has enveloped the U.S. labor market. A whole bunch of factors are at play.
...keep reeding on wsj.com
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
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
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
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
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
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
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
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
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
‘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
Big Tech earnings: What do investors do now?
Alphabet, Amazon, Meta, Apple. Microsoft, Tesla, AMD, and Palantir reported earnings.
...keep reeding on youtube.com
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
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
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
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
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
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
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