Market context
Follow the story. See which markets it affects. Explore the context.
Intuit shares plunged 12% following weak fiscal 2027 revenue guidance, igniting fears of AI disruption across enterprise software. The selloff weighed on broader tech peers, dragging down software se…
While the S&P 500 has risen 8.28% this year, its gains are driven by a narrow group of AI stocks, overshadowing substantial losses in software and consulting sectors threatened by AI. However, the bi…
Michael Saylor argues quantum computing threatens global digital infrastructure but will drive capital into Bitcoin, which is adapting alongside other systems to quantum-resistant protocols.
Investors favor 'HALO' stocks with heavy assets and low AI risk, driving energy and materials sectors. Apple, benefiting from AI integration in devices, gains modestly despite tech sector weakness.
UBS raised 2026 forecasts for US tech investment-grade bond issuance, driven by increased capex from big tech including Alphabet, amid concerns AI disruptions may curb leveraged loan supply.
Elon Musk projects Tesla to gain major market expansion by 2027 with humanoid robots and AI advances, causing a 3% stock surge amid global geopolitical shifts and AI disruptions.