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Stock futures prepare to open ahead of this week's FOMC meeting, where markets price an 86% probability of a rate hike. Surging Treasury yields continue to pressure equities, with the 10-year yield a…
Chinese rare earth suppliers are halting shipments to the U.S. and key allies over geopolitical tensions and sanctions fears. Critical materials essential for semiconductors and electric vehicle magn…
Bureau of Labor Statistics projections show AI and automation will reshape the U.S. labor market from 2025 to 2035. Technology and software roles will surge while administrative, office support, and …
The artificial-intelligence boom that propelled the S&P 500 to strong gains this year may soon lose its dominance as the primary market driver.
MD Sass highlights strong AI infrastructure momentum and memory demand driven by inference and agentic AI. The firm notes High Bandwidth Memory growth and multi-year supply agreements underpin struct…
US stock futures rose, driven by Nvidia's blowout earnings reigniting AI enthusiasm. Nvidia and CrowdStrike surged on strong results and guidance, while Synopsys dipped despite beating estimates, and…
Generative AI adoption is sharply curbing entry-level hiring across tech and corporate sectors, reducing junior positions by up to 65% since 2019. While corporate payrolls benefit from automation eff…
Guinness Global Innovators Fund highlighted strong gains in semiconductor equipment manufacturers like Lam Research, driven by record capex in AI infrastructure, advanced chip architectures, and soar…
A U.S. congressional report warns that China is systematically monetizing physical and enterprise data to gain an advantage in AI and robotics. Tight cross-border data regulations also create complia…
Wall Street advanced last week, led by the Nasdaq-100, as cooling inflation data reduced Fed rate hike bets for September. Easing price pressures and a weakening labor market boosted growth stocks, o…
Michael Burry warns the AI boom is an asset bubble akin to the dot-com era. The Shiller CAPE ratio sits at 42.56, just 3.7% below its 1999 peak, signaling historically elevated valuations and leaving…
Sticky core PCE and entrenched tariff-driven inflation threaten Wall Street's record rally. Persistent price pressures could force Federal Reserve rate hikes, raising borrowing costs and endangering …
Schwab data shows retail investors bought dips in AI stocks (Micron, Intel, SpaceX) in July, but overall tech sector saw net selling. Sentiment on AI valuations is cooling slightly ahead of a seasona…