The recent rally in the Nasdaq Composite index has led to a parabolic jump in Intel (NASDAQ: INTC) , with its shares rising an incredible 66% since March 30. The Nasdaq Composite index has gained an impressive 17.7% during this period, driven by signs of a potential de-escalation in the conflict in the Middle East. The improving market sentiment has rubbed off positively on Intel stock , with the ...
The recent rally in the Nasdaq Composite index has led to a parabolic jump in Intel (NASDAQ: INTC) , with its shares rising an incredible 66% since March 30. The Nasdaq Composite index has gained an impressive 17.7% during this period, driven by signs of a potential de-escalation in the conflict in the Middle East. The improving market sentiment has rubbed off positively on Intel stock , with the semiconductor giant adding more than $137 billion to its market cap during this period. However, the stock's terrific surge isn't just because of the broader market's recovery. Let's see what has been driving Intel's impressive rally lately and what lies in store for investors following this surge. Continue reading
Jeff Bezos’s space business Blue Origin has successfully reused one of its heavy rockets for the first time, taking a major leap towards catching up with Elon Musk’s SpaceX.
Jeff Bezos’s space business Blue Origin has successfully reused one of its heavy rockets for the first time, taking a major leap towards catching up with Elon Musk’s SpaceX.
The artificial-intelligence boom has supercharged demand for data-center chips, servers, and the high-bandwidth memory that makes it all run. Tech giants are pouring billions into infrastructure, yet memory supply remains tight. This shortage has created a rare window for one memory specialist to deliver profit growth that outpaces even the biggest names in the sector: ... This Stock Will Be More ...
The artificial-intelligence boom has supercharged demand for data-center chips, servers, and the high-bandwidth memory that makes it all run. Tech giants are pouring billions into infrastructure, yet memory supply remains tight. This shortage has created a rare window for one memory specialist to deliver profit growth that outpaces even the biggest names in the sector: ... This Stock Will Be More Profitable Than Amazon and Meta by 2027
Wall Street's scorching rally off its wartime lows back to new highs faces a big test this week: a jam-packed earnings calendar. The list of companies reporting stretches from linchpins of the AI trade like Club name GE Vernova to battleground software stocks such as ServiceNow to companies with their pulse on the industrial economy like steelmaker Cleveland-Cliffs and copper miner Freeport-McMoRa...
Wall Street's scorching rally off its wartime lows back to new highs faces a big test this week: a jam-packed earnings calendar. The list of companies reporting stretches from linchpins of the AI trade like Club name GE Vernova to battleground software stocks such as ServiceNow to companies with their pulse on the industrial economy like steelmaker Cleveland-Cliffs and copper miner Freeport-McMoRan . Don't forget Intel , which is at the center of the AI compute shortage, or Elon Musk's Tesla . Both of those reports are always talkers. The market will look to these earnings reports for insights into what the Iran war meant for businesses and economic activity over the past six-plus weeks. But, just as important, investors want to understand the outlook from here. Over the weekend, Iran re-closed the Strait of Hormuz after a brief reopening that sent stocks soaring on Friday. President Donald Trump , while again threatening infrastructure bombing, said Sunday he dispatched U.S. negotiators to Pakistan for talks with Iranian officials on Monday. Stocks held up better than expected during the Iran war sell-off, which bottomed on March 30 , in large part because investors were betting that many companies could still grow earnings this year. That's why this earnings season carries such weight. As quarterly results and forward guidance from management teams continue rolling in, we will find out whether that was the right bet to make. In a busy week ahead, the one thing that should matter most to us is the six Club names reporting. Here's a closer look at what we're watching (all revenue and earnings-per-share estimates are from LSEG). Capital One kicks off the action Tuesday night. This report can essentially be broken up into buckets. The first is everything related to the health of the consumer. That includes Capital One's credit metrics, such as its net charge-off rate and reserve builds to cover potential loan defaults. It also includes CEO Richard Fairbank's general c...
The children, aged from one to 14 years old, were killed in a shooting in Shreveport, Louisiana, which police are describing as a "domestic disturbance".
The children, aged from one to 14 years old, were killed in a shooting in Shreveport, Louisiana, which police are describing as a "domestic disturbance".
bjdlzx/E+ via Getty Images Morgan Stanley looks at the differences between the current global oil ( USO ) ( BNO ) ( CL1:COM ) ( CO1:COM ) shock and the one triggered by Iraq's invasion of Kuwait. (H/T to SA analyst Mike Zaccardi .) Morgan Stanley More on United States Oil Fund LP ETF, United States Brent Oil Fund LP ETF Macro Insights: The 'Spoils Of The Iran War' Hidden In The Market Energy Marke...
bjdlzx/E+ via Getty Images Morgan Stanley looks at the differences between the current global oil ( USO ) ( BNO ) ( CL1:COM ) ( CO1:COM ) shock and the one triggered by Iraq's invasion of Kuwait. (H/T to SA analyst Mike Zaccardi .) Morgan Stanley More on United States Oil Fund LP ETF, United States Brent Oil Fund LP ETF Macro Insights: The 'Spoils Of The Iran War' Hidden In The Market Energy Market Outlook Hinges On The Middle East Iran: A Game Theory Analysis Of The Hormuz Siege Trump threatens again to blow up all Iran's bridges and power plants U.S. renews waiver on Russian oil sanctions
ozgurdonmaz/E+ via Getty Images A ceasefire between the U.S. and Iran earlier this month has helped revive the “TINA” trade, short for “There Is No Alternative,” as investors return to U.S. equities on expectations of stronger earnings growth and greater economic resilience, Reuters reported Sunday. Wall Street has climbed to fresh highs since President Donald Trump announced the ceasefire on Apri...
ozgurdonmaz/E+ via Getty Images A ceasefire between the U.S. and Iran earlier this month has helped revive the “TINA” trade, short for “There Is No Alternative,” as investors return to U.S. equities on expectations of stronger earnings growth and greater economic resilience, Reuters reported Sunday. Wall Street has climbed to fresh highs since President Donald Trump announced the ceasefire on April 7. According to LSEG/Lipper data, global investors have poured a net $28 billion into U.S. stocks since then, with nearly $23 billion coming from domestic investors. Before the ceasefire, investors had withdrawn a net $56 billion from U.S. equities this year. The rebound reflects confidence that the U.S. economy is better positioned than Europe or parts of Asia to absorb higher energy prices, aided by America’s status as a net energy exporter. Michael Browne of Franklin Templeton said investors are gravitating back to the market with the strongest long-term performance and best near-term results. Recent earnings forecasts have also supported the shift. First-quarter profit growth for S&P 500 companies is projected at nearly 14%, compared with about 4.2% for European firms, largely driven there by oil and gas companies. Some money managers are already reducing overweight positions in Europe in favor of the U.S., while fund flows show recent outflows from South Korea and European stock funds. The S&P 500 ( SP500 ) has now risen more than 10% in just 11 trading sessions, one of the fastest rallies of this century, according to Deutsche Bank strategist Jim Reid. More on S&P 500 Index, NASDAQ Composite Index, etc. The Trade Driving The S&P 500 Higher May Not Last The Year's Most Positive Signal Rallies Markets, But Iran Risk Favors Select Sectors S&P 500 Snapshot: The 7,000 Era Begins Amid Triple Record Highs Markets keep shrugging at crisis risks as faith in bailouts grows: NYT BlackRock turns more cautious on Europe as energy shock dulls market appeal
The artificial intelligence (AI) boom isn't just about chips and chatbots. The boom should share some love with the hidden machinery making it all possible. Beneath the marquee AI stock names, a group of under-the-radar companies is quietly building the backbone of tomorrow's digital economy. From circuit boards to fiber networks, these are the pick-and-shovel players powering AI's expansion , and...
The artificial intelligence (AI) boom isn't just about chips and chatbots. The boom should share some love with the hidden machinery making it all possible. Beneath the marquee AI stock names, a group of under-the-radar companies is quietly building the backbone of tomorrow's digital economy. From circuit boards to fiber networks, these are the pick-and-shovel players powering AI's expansion , and they are where the real opportunity lies for your portfolio. Image source: Getty Images. Continue reading
Markets face an interesting week following conflicting signals about Strait of Hormuz access as Iran's Foreign Minister announced Friday the waterway was "completely open" citing an Israel-Lebanon ceasefire
Markets face an interesting week following conflicting signals about Strait of Hormuz access as Iran's Foreign Minister announced Friday the waterway was "completely open" citing an Israel-Lebanon ceasefire
Suspect was fatally shot, Shreveport police say, after children ranging from 18 months to 14 years were killed Sign up for the Breaking News US email to get newsletter alerts in your inbox At least eight people are dead and others are wounded after a mass murder reported in the Louisiana city of Shreveport, according to local police . Police said that among the victims were children ranging in age...
Suspect was fatally shot, Shreveport police say, after children ranging from 18 months to 14 years were killed Sign up for the Breaking News US email to get newsletter alerts in your inbox At least eight people are dead and others are wounded after a mass murder reported in the Louisiana city of Shreveport, according to local police . Police said that among the victims were children ranging in age from 18 months to 14 years. Two other women were reportedly shot in the head but survived – and a third person, described as a young boy, was injured while jumping from a roof. Continue reading...