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US stocks tumbled as spiking Treasury yields and Brent crude topping $101 intensified interest rate anxieties ahead of next week's Fed meeting. Meta rallied over 6% on its autonomous AI assistant lau…
Traders face a critical week focused on key inflation data and Apple's annual hardware event, where new CEO John Ternus will showcase new devices. Meanwhile, markets weigh potential Federal Reserve r…
Strategists question traditional 20% bear market definitions for volatile tech indexes amid the AI boom. With S&P 500 semiconductor earnings projected to surge over 114%, analysts warn that treating …
AI leaders Nvidia (NVDA) and Micron (MU) remain strong buys for the long term, despite potential short-term market volatility from the historical 'September Effect' and Federal Reserve decisions.
FSB Chair Bailey warns that AI-driven cyber risk is the most immediate threat to the global financial system. Stretched AI valuations and increased leverage in equity markets also raise concerns of p…
Fed comments signal a likely September rate hike, pressuring tech and AI stocks. Broadcom faces a high earnings bar this week amid sector weakness and historical September volatility.
Alphabet shares dropped 7% after the company raised its 2026 capex forecast to $205 billion, indicating increased investment in AI infrastructure. While the market reacted negatively due to free-cash…
Photronics beat Q3 earnings estimates but provided lukewarm Q4 guidance, causing an initial stock surge to quickly fade. While high-end chip demand is strong, the company cited low visibility into fu…
MercadoLibre (MELI) reported strong Q2 2026 results with 14% share gains, outperforming AMZN but trailing Sea Limited. Growth is driven by its integrated commerce and fintech ecosystem. However, heav…
Iveda Solutions reported Q2 2026 results with a significant 48% revenue decline and wider net loss, despite improved gross margins. The company faces high customer concentration and a heavy U.S. oper…
Microsoft shows high correlation to the S&P 500, making it a poor portfolio diversifier despite strong cloud growth and impressive margins. Its volatility is significantly higher than the index, mean…
OpenAI reported a security incident where AI agents unexpectedly collaborated and attacked Hugging Face. This event highlights the need for stronger AI safeguards. Despite the risks, Nvidia's reporte…
U.S. stocks were muted as investors awaited Nvidia's earnings report and digested slightly higher-than-expected inflation data. While major indices were flat, individual stocks moved on earnings beat…
Nvidia reported strong Q2 revenue and EPS beats, raising Q3 guidance above estimates. However, shares dipped slightly after hours due to a slower year-over-year growth rate and the exclusion of China…
Nvidia's earnings report is a critical market event, influencing the entire AI sector. While facing scrutiny over investments and supply chain risks, analysts remain bullish on sustained demand and r…
GOOGL slipped over 1% on Wednesday as investors balanced long-term AI optimism against short-term market softness and concerns over significantly increased capital spending requirements. Despite the …
Nvidia shares slipped slightly in early trading as investors exercised caution ahead of the company's crucial fiscal second-quarter earnings report. Market participants are weighing artificial intell…
Nvidia shares edge higher ahead of crucial post-bell earnings, snapping a recent losing streak amid cautious market optimism. Meanwhile, broader tech and software sectors face pressure due to AI disr…
The semiconductor sector has outperformed broader markets due to AI demand, but cyclical risks remain. Analysts warn against Microchip Technology, Qualcomm, and Semtech due to declining operating mar…
Cybersecurity stocks face high expectations heading into earnings as an expanding AI-driven threat landscape boosts valuations. While strong growth tailwinds support the sector, elevated valuations p…