Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland go through various consumer categories and examine how March inflation pressures have pushed their prices higher. Last month's Consumer Price Index survey (CPI) reported to have risen 0.9% month-over-month and 3.3% year-over-year (vs. estimates of 3.4%). Core CPI — which excludes food and energy costs — saw inflation rise 0...
Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland go through various consumer categories and examine how March inflation pressures have pushed their prices higher. Last month's Consumer Price Index survey (CPI) reported to have risen 0.9% month-over-month and 3.3% year-over-year (vs. estimates of 3.4%). Core CPI — which excludes food and energy costs — saw inflation rise 0.2% monthly (vs. estimates of 0.3%) and 2.6% annually (vs. estimates of 2.7%) in March.
Igor Borisenko/iStock via Getty Images Despite dramatic price swings in crude oil markets ( CL1:COM ), ( CO1:COM ) following the Iran war ceasefire, waiting for “opportunities to potentially buy the dip” remains the right strategy for traders, according to Rebecca Babin, senior energy trader with CIBC Private Wealth. West Texas Intermediate crude ( CL1:COM ) has fallen roughly 11% over the past we...
Igor Borisenko/iStock via Getty Images Despite dramatic price swings in crude oil markets ( CL1:COM ), ( CO1:COM ) following the Iran war ceasefire, waiting for “opportunities to potentially buy the dip” remains the right strategy for traders, according to Rebecca Babin, senior energy trader with CIBC Private Wealth. West Texas Intermediate crude ( CL1:COM ) has fallen roughly 11% over the past week, with even sharper intraday moves including a 16% plunge on Monday. During an interview with CNBC, she explained that market positioning was “very long” heading into the ceasefire headlines, which triggered the aggressive selloff as traders rushed to adjust their positions. Babin highlighted a significant disconnect between paper and physical oil markets. “The paper market we’re seeing right now is looking through this, seeing the light at the end of the tunnel,” she said. “The physical market, not so much, not seeing a glimmer of hope, but not knowing if it’s the light at the end of the tunnel or an oncoming train.” Babin emphasized that the actual supply-demand balance remains “tighter than what the paper market’s indicating right now.” Even if ships begin moving immediately, she noted, deliveries take two to three weeks to reach their destinations, leaving near-term supply constrained. The volatility has been most pronounced in the prompt contract for May delivery, currently trading around $98.40, compared to $90 for June and $85.17 for July. “Where you’re seeing the tremendous amount of volatility is in this prompt contract,” Babin explained, noting it is where speculative trading and physical delivery requirements create the most stress. Looking further out, prices dip into the $70s by November, suggesting the market expects a relatively quick healing process. However, Babin cautioned that while opportunities exist, traders “need to see the barrels moving to their destination” before acting, warning that “headline risk is extreme” in the current environment. Energy ...
We just covered Billionaire Ken Fisher’s Latest Portfolio: 10 Best AI Stocks to Buy. Meta Platforms, Inc. (NASDAQ:META) ranks #9 (see the 5 Best AI Stocks to Buy). Billionaire Ken Fisher’s Stake: $4.36 billion Wall Street has been spooked by Meta Platforms’ (NASDAQ:META) massive AI spending, but many overlook the results it is generating. The […]
We just covered Billionaire Ken Fisher’s Latest Portfolio: 10 Best AI Stocks to Buy. Meta Platforms, Inc. (NASDAQ:META) ranks #9 (see the 5 Best AI Stocks to Buy). Billionaire Ken Fisher’s Stake: $4.36 billion Wall Street has been spooked by Meta Platforms’ (NASDAQ:META) massive AI spending, but many overlook the results it is generating. The […]
We just covered Billionaire Ken Fisher’s Latest Portfolio: 10 Best AI Stocks to Buy. Microsoft Corp (NASDAQ:MSFT) ranks #3 (see the 5 Best AI Stocks to Buy). Billionaire Ken Fisher’s Stake: $12.24 billion Microsoft Corp (NASDAQ:MSFT) shares are down 21% so far this year. Despite recent market skepticism about its AI narrative, Microsoft Azure rose […]
We just covered Billionaire Ken Fisher’s Latest Portfolio: 10 Best AI Stocks to Buy. Microsoft Corp (NASDAQ:MSFT) ranks #3 (see the 5 Best AI Stocks to Buy). Billionaire Ken Fisher’s Stake: $12.24 billion Microsoft Corp (NASDAQ:MSFT) shares are down 21% so far this year. Despite recent market skepticism about its AI narrative, Microsoft Azure rose […]
We just covered Billionaire Ken Fisher’s Latest Portfolio: 10 Best AI Stocks to Buy. Apple Inc. (NASDAQ:AAPL) ranks #2 (see the 5 Best AI Stocks to Buy). Billionaire Ken Fisher’s Stake: $14.99 billion Despite all the talk of a lack of an AI strategy and slowing iPhone sales growth, Apple Inc. (NASDAQ:AAPL) stock is becoming […]
We just covered Billionaire Ken Fisher’s Latest Portfolio: 10 Best AI Stocks to Buy. Apple Inc. (NASDAQ:AAPL) ranks #2 (see the 5 Best AI Stocks to Buy). Billionaire Ken Fisher’s Stake: $14.99 billion Despite all the talk of a lack of an AI strategy and slowing iPhone sales growth, Apple Inc. (NASDAQ:AAPL) stock is becoming […]
SuperX AI Technology ( SUPX ) announced on Friday it had provided an update on its share repurchase program, under which its board had authorized the buyback of up to $20 million of its ordinary shares. The company had repurchased 1.29M shares at an average price of $8.93 as of April 9, 2026. Shares +3.77%. More on SuperX SuperX AI Technology Limited: Buyback Plan Accounts For A Lot Of Recent Equi...
SuperX AI Technology ( SUPX ) announced on Friday it had provided an update on its share repurchase program, under which its board had authorized the buyback of up to $20 million of its ordinary shares. The company had repurchased 1.29M shares at an average price of $8.93 as of April 9, 2026. Shares +3.77%. More on SuperX SuperX AI Technology Limited: Buyback Plan Accounts For A Lot Of Recent Equity Raise Financial information for SuperX
hapabapa Loop Capital began coverage of Macom Technology Solutions ( MTSI ) with a Buy rating and a $300 price target. Shares of Macom rose about 2% on Friday. "We view MTSI as a key beneficiary of three end markets with structurally higher growth rates, when compared to historical growth patterns. We also see MTSI benefitting from cyclical tailwinds that are broadening across the semiconductor ma...
hapabapa Loop Capital began coverage of Macom Technology Solutions ( MTSI ) with a Buy rating and a $300 price target. Shares of Macom rose about 2% on Friday. "We view MTSI as a key beneficiary of three end markets with structurally higher growth rates, when compared to historical growth patterns. We also see MTSI benefitting from cyclical tailwinds that are broadening across the semiconductor market," said analysts led by Gary Mobley. The analysts noted that about two-thirds of Macom's revenue is tied to markets that are now at structurally higher growth rates, from data center capital expenditure, or capex, poised to grow at 80% in 2026 to a satellite market that expects to see another record year of launches in 2026. Macom develops the key semiconductor-based radio frequency, or RF, millimeter, microwave, and lightwave components enabling civil, defense, data center, satellite, and telecom infrastructure buildouts, the analysts added. More on Macom Technology The Outlook For MACOM Technology Is Bright, But The Valuation Is Blinding MACOM Technology Solutions Holdings, Inc. (MTSI) Q1 2026 Earnings Call Transcript Whale Rock exits Hinge Health, adds Macom, pares Celestica, among Q4 trades MACOM raises 2026 data center growth outlook to 35%-40% as 1.6T ramps Seeking Alpha’s Quant Rating on MACOM Technology
nuttapong punna/iStock via Getty Images Thesis Intel Corporation ( INTC ) has just expanded its partnership with Alphabet/Google ( GOOG ). For me, it signals that Xeon CPUs are not likely to be displaced in the AI era, but rather they seem to be becoming more deeply embedded at the core of hyperscale infrastructure, as I’ll explain. It's a good trend for Intel, and the collaboration would imply th...
nuttapong punna/iStock via Getty Images Thesis Intel Corporation ( INTC ) has just expanded its partnership with Alphabet/Google ( GOOG ). For me, it signals that Xeon CPUs are not likely to be displaced in the AI era, but rather they seem to be becoming more deeply embedded at the core of hyperscale infrastructure, as I’ll explain. It's a good trend for Intel, and the collaboration would imply that they’re evolving from a component supplier into a strategic systems partner. They’re set to co-design balanced architectures alongside custom IPUs, which should position them to benefit directly from scaling AI demand. Elsewhere, the valuation would reflect a turnaround already being priced in. So in that sense, this deal would then reinforce the durability of CPU demand and support the long-term earnings recovery story here. I last covered Intel towards the end of last year, in which I explained what the Apple ( AAPL ) collaboration over the 18A node meant for investors. I see this collaboration as another step in the right direction for Intel's recovery and would remain Buy-rated again. Intel and Google continue their collaboration As you know, Intel and Google have just recently expanded their partnership. I see it as a pretty subtle but important shift, specifically in how AI infrastructure is evolving for both parties. You see, much of the recent AI boom has been focused on GPUs and specialized accelerators. And it is true, many companies have seen huge share momentum from expanding their GPU portfolio. However, this collaboration reinforces that CPUs are still the backbone of large-scale systems here. Intel Corporation On Intel’s side, it comes down to their Xeon processors. These processors basically orchestrate AI workflows in that they combine a very strong general-purpose compute with system-level control capabilities. This is what accelerators lack. Architecturally speaking, the Xeon can offer us much higher core counts and large shared caches. They also have ...
nuttapong punna/iStock via Getty Images Thesis Intel Corporation ( INTC ) has just expanded its partnership with Alphabet/Google ( GOOG ). For me, it signals that Xeon CPUs are not likely to be displaced in the AI era, but rather they seem to be becoming more deeply embedded at the core of hyperscale infrastructure, as I’ll explain. It's a good trend for Intel, and the collaboration would imply th...
nuttapong punna/iStock via Getty Images Thesis Intel Corporation ( INTC ) has just expanded its partnership with Alphabet/Google ( GOOG ). For me, it signals that Xeon CPUs are not likely to be displaced in the AI era, but rather they seem to be becoming more deeply embedded at the core of hyperscale infrastructure, as I’ll explain. It's a good trend for Intel, and the collaboration would imply that they’re evolving from a component supplier into a strategic systems partner. They’re set to co-design balanced architectures alongside custom IPUs, which should position them to benefit directly from scaling AI demand. Elsewhere, the valuation would reflect a turnaround already being priced in. So in that sense, this deal would then reinforce the durability of CPU demand and support the long-term earnings recovery story here. I last covered Intel towards the end of last year, in which I explained what the Apple ( AAPL ) collaboration over the 18A node meant for investors. I see this collaboration as another step in the right direction for Intel's recovery and would remain Buy-rated again. Intel and Google continue their collaboration As you know, Intel and Google have just recently expanded their partnership. I see it as a pretty subtle but important shift, specifically in how AI infrastructure is evolving for both parties. You see, much of the recent AI boom has been focused on GPUs and specialized accelerators. And it is true, many companies have seen huge share momentum from expanding their GPU portfolio. However, this collaboration reinforces that CPUs are still the backbone of large-scale systems here. Intel Corporation On Intel’s side, it comes down to their Xeon processors. These processors basically orchestrate AI workflows in that they combine a very strong general-purpose compute with system-level control capabilities. This is what accelerators lack. Architecturally speaking, the Xeon can offer us much higher core counts and large shared caches. They also have ...
Michael Burry is using fresh data on enterprise AI spending to sharpen a long-running bear case against Palantir Technologies, Inc., while framing Anthropic as the clear winner in the corporate AI land grab. Burry Strengthens His Case Against PLTR Burry posted his latest jab at Palantir Wednesday on X: "Anthropic is eating $PLTR Palantir’s lunch. That massive boost from $9B to $30B ARR at Anthropi...
Michael Burry is using fresh data on enterprise AI spending to sharpen a long-running bear case against Palantir Technologies, Inc., while framing Anthropic as the clear winner in the corporate AI land grab. Burry Strengthens His Case Against PLTR Burry posted his latest jab at Palantir Wednesday on X: "Anthropic is eating $PLTR Palantir’s lunch. That massive boost from $9B to $30B ARR at Anthropic is because Anthropic offers the easier, cheaper, intuitive solution for businesses," he said. "PLT
Tencent Holdings’ super app WeChat has updated its content governance rules to ban non-human automated publishing, including the use of artificial intelligence and scripts, amid a surge in technologies that can replace human creators. “Official accounts and service accounts must not use AI, scripts, APIs or other automated methods to replace human involvement in content production and distribution...
Tencent Holdings’ super app WeChat has updated its content governance rules to ban non-human automated publishing, including the use of artificial intelligence and scripts, amid a surge in technologies that can replace human creators. “Official accounts and service accounts must not use AI, scripts, APIs or other automated methods to replace human involvement in content production and distribution,” WeChat said on Thursday via its official platform. The super app, marketed as Weixin on the...
格隆汇4月10日｜美股开盘，道指涨0.03%，标普500指数涨0.27%，纳指涨0.4%。科技股方面，英伟达股价上涨0.51%，谷歌-A股价上涨0.86%，苹果股价下跌0.47%，微软股价下跌0.18%，亚马逊股价上涨1.26%，Meta Platforms Inc Class A股价上涨1.2%，特斯拉股价上涨0.2%，奈飞股价上涨0.35%。
格隆汇4月10日｜美股开盘，道指涨0.03%，标普500指数涨0.27%，纳指涨0.4%。科技股方面，英伟达股价上涨0.51%，谷歌-A股价上涨0.86%，苹果股价下跌0.47%，微软股价下跌0.18%，亚马逊股价上涨1.26%，Meta Platforms Inc Class A股价上涨1.2%，特斯拉股价上涨0.2%，奈飞股价上涨0.35%。
matdesign24/iStock via Getty Images CPI inflation surged in March , rising 0.865%, matching estimates, as an oil-driven energy shock led the way. It was good enough for a top-10 biggest sequential CPI hike since 1970. While headline inflation jumped, core CPI increased a more modest 0.196%, a tick under economists’ projections, with food prices flat. Energy spiked 10.9% (the largest rise in 21 yea...
matdesign24/iStock via Getty Images CPI inflation surged in March , rising 0.865%, matching estimates, as an oil-driven energy shock led the way. It was good enough for a top-10 biggest sequential CPI hike since 1970. While headline inflation jumped, core CPI increased a more modest 0.196%, a tick under economists’ projections, with food prices flat. Energy spiked 10.9% (the largest rise in 21 years), driven by a sharp 21% rise in gasoline (the biggest surge on record, back to 1967). Gasoline accounted for almost three-quarters of the inflation spike. On an annual basis, headline CPI is 3.3%, while the core rate is 2.6%. Digging into the report, core goods rose just 0.1%, with new vehicles flat, used cars down 0.4%, and apparel up 1%. Core services also increased 0.2%, led by shelter (+0.3%), including rent (+0.2%) and OER (+0.3%), while hotels rose 0.2%. Medical care and car insurance were flat, though airfares climbed 2.7%. Big picture, super core CPI rose 18 basis points last month, which was an improvement from +35 basis points in February. Also keep in mind that the partial government shutdown may have shaved some pricing pressure. For the consumer, real average hourly earnings are now a paltry +0.3% on a trailing 12-month basis, down sharply from 1.4% in February. Higher energy bills weigh on households, with electricity CPI up 4.6% over the past 12 months and gas utilities up 6.4% vs March 2025. Food-at-home CPI is +1.9%, but food away from home is hotter at +3.8%. The good news is that vehicle prices are up a weak 0.5% YoY, with used vehicle prices off 3.2%. Equity futures were little changed after the 8:30 a.m. ET data, while the bond market largely yawned at the March numbers. The bulls are fine with that, as the S&P 500 ( SP500 ) looks to put in a second consecutive large weekly climb. As for Fed Fund futures, there was a modest uptick in expectations for an eventual rate cut. Of course, the FOMC is likely to be in a holding pattern for quite some time. T...