AI capex to Pass $1 trillion by 2027: Strategist
Raymond James Investment Management chief market strategist Matt Orton predicts 2027 AI capex will top $1 trillion driven by strong cloud monetization and capacity constraints, war…
earnings
Yahoo
Jul 20, 4:32 PM ▼ sentiment
Stocks Wobble to Kick Off a Big Tech Earnings-Heavy Week
The Dow was down 300 points or 0.6% after reversing earlier gains. Chip stocks led the declines, with the same names leading the market year-to-date seeing the most dramatic losse…
earnings
Yahoo
Jul 20, 1:25 PM ▼ sentiment
Is Intel (INTC) Stock a Buy Before Q2 Earnings?
The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expa…
earnings
Yahoo
Jul 20, 1:06 PM ▲ sentiment
Alphabet, Tesla kick off Big Tech earnings
Big Tech earnings are on deck this week. The Opening Bid panel breaks down what to expect from Alphabet (GOOGL, GOOG) and Tesla (TSLA). Truist CIO and chief market strategist, Keit…
earnings
Yahoo
Jul 20, 10:13 AM — sentiment
5 Things to Know Before the Stock Market Opens on Monday
Stock futures are rising as the market looks to bounce back from last week’s losses, as investors prepare for a busy stretch of earnings reports. Here’s what you need to know today…
earnings
Yahoo
Jul 20, 8:06 AM ▼ sentiment
3 Not-So-Obvious AI Stocks to Buy in July
Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-ra…
earnings
Yahoo
Jul 20, 8:00 AM ▲ sentiment
Five market events investors should watch this week
Investors face another busy week as major technology companies prepare to report earnings, central banks weigh inflation risks and geopolitical tensions continue to influence globa…
earnings
Yahoo
Jul 20, 6:18 AM ▼ sentiment
Tesla, Alphabet, Intel, GM: Earnings to watch this week
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including earnings results out from Alphabet (GOOG, GOOGL), Tesla (TSLA), …
earnings
Yahoo
Jul 19, 8:00 PM — sentiment
Jobs, GM, Tesla, Alphabet, Intel, Verizon, and More to Watch This Week
It’s a heavy earnings week, with results also coming in from Halliburton, 3M, AT&T, Blackstone, and more. On the economic front, we’ll see data on jobs, new-home sales, and industr…
earnings
Yahoo
Jul 19, 2:00 PM — sentiment
Apple raises prices on key subscription services
Apple isn't just counting on customers to keep buying iPhones. It also expects them to keep paying every month long after they've bought one. While Apple built its reputation selli…
earnings
Yahoo
Jul 18, 1:09 PM ▲ sentiment
Can ‘The Odyssey’ Beat the World Cup?
Christopher Nolan’s movies have strong staying power, but the World Cup has Lionel Messi. Which will get more viewers?
earnings
Yahoo
Jul 17, 7:17 PM ▲ sentiment
Apple Knows Cash is King Which is Why I Keep Loading Up
Apple prints billions in cash every quarter while rivals burn theirs on unproven bets, and that difference is exactly why one investor keeps adding shares despite a valuation that …
earnings
Yahoo
Jul 17, 3:47 PM — sentiment
Intel and Google deepen AI ties for chip design
Intel Corporation (INTC) and Google Cloud announced an expanded partnership on Thursday 16th, deploying Gemini Enterprise across Intel’s workforce and pushing agentic AI tools into…
deal
Yahoo
Jul 18, 2:33 PM ▲ sentiment
DeepMind CEO calls for US-led oversight of advanced AI
Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss DeepMind CEO Demis Hassabis' call for U.S.-led oversight of advanced AI models and what it could mean for th…
regulatory
Yahoo
Jul 20, 3:51 PM — sentiment
How Starlink is SpaceX's key to making big 'star bucks'
SpaceX (SPCX) canceled the test launch of its latest Starship rocket on Thursday due to engine ignition failure. The space venture's stock sinks lower ahead of Friday's close after…
product
Yahoo
Jul 17, 4:25 PM ▼ sentiment
Raymond Dalio’s 3 Favorite Stocks: Buy, Sell or Hold?
Ray Dalio's Bridgewater holds major stakes in Amazon, NVIDIA, and Alphabet, but one of the three flashes a warning sign that could reshape the entire investment case before year-en…
geopolitical
Yahoo
Jul 20, 2:00 PM ▼ sentiment
Warren Buffett’s Alphabet bet eases bigger Berkshire fear
Warren Buffett’s decision to start building a stake in Alphabet is being seen as a late-career imprimatur for artificial intelligence. For stockholders in Berkshire Hathaway (BRK.A…
geopolitical
Yahoo
Jul 17, 9:17 PM — sentiment
Meet Moonshot, China's latest AI challenger
Yahoo Finance Tech Editor Dan Howley joins Market Domination to break down China's AI startup Moonshot's new AI model, Kimi K3, explaining how its technology works and how it stack…
geopolitical
Yahoo
Jul 17, 3:56 PM ▲ sentiment
China Wants To Cripple Anthropic
As Anthropic races toward a high-stakes IPO, China is stepping up its AI ambitions and positioning its cheaper models as a credible rival, raising a question that investors and ent…
geopolitical
Yahoo
Jul 17, 9:06 AM — sentiment
Billionaire Investor David Tepper’s Top 5 Stocks
Appaloosa Management just concentrated its biggest US equity bets across five stocks that together cover every layer of the AI stack, and one of them has nothing to do with chips.
macro
Yahoo
Jul 20, 12:30 PM — sentiment
Is Oracle's debt becoming a bigger risk for investors?
Opening Bid Host Brian Sozzi is joined by Crossmark Global Investments Chief Market Strategist Victoria Fernandez, BD8 Capital Partners CEO and CIO Barbara Doran, and Yahoo Finance…
macro
Yahoo
Jul 17, 10:32 AM — sentiment
Asia stocks up as chip stocks recover, oil eases
Asian stocks mostly rebounded after days of losses on Tuesday led by technology shares, while oil prices eased slightly even as Iran said it had struck hit US military targets in B…
other
Yahoo
Jul 20, 11:29 PM ▼ sentiment
Review & Preview: Rough Start
REVIEW PREVIEW NEWSLETTER Losing Streak. Markets started off the week on slippery footing as fighting over the weekend between the U.S. and Iran pushed oil prices higher. The S&P 5…
other
Yahoo
Jul 20, 7:55 PM — sentiment
Behind the Ticker: RISE Ditches the Usual EM Playbook
Looking to diversify your U.S. equity-centric portfolio? Emerging markets are touted as one of the best solutions, but these days they’re strikingly similar in tech concentrations …
other
Yahoo
Jul 20, 7:03 PM — sentiment
Closing bell: The biggest market movers today
Yahoo Finance Senior Business Reporter Ines Ferre joins Market Domination to break down the biggest market movers and key trends shaping trading as Wall Street heads into the closi…
other
Yahoo
Jul 20, 3:34 PM — sentiment
Dow Drops 300 Points, S&P 500 Reverses Gains
Stocks were mixed ahead of Monday's closing bell after all three major indexes opened the session in the green. The Dow was down 0.6% or 300 points and the S&P 500 wavered at the f…
other
Yahoo
Jul 20, 2:53 PM — sentiment
Nvidia Stock Steadies, But It Needs Help for Real Gains
Nvidia stock has steadied above $200 a share, but could do with Big Tech companies reaffirming their commitments to spending big on its artificial-intelligence processors to spark…
other
Yahoo
Jul 20, 11:33 AM ▲ sentiment
Why Is Alphabet Stock Gaining Monday?
Alphabet (GOOG) stock rises on news of its new "Frozen v2" custom AI server chip designed to boost Gemini efficiency.
other
Benzinga
Jul 20, 8:09 AM ▲ sentiment
Stock Market Today: S&P 500, Dow, Nasdaq 100 Futures Gain as Trump Says Iran is 'Very, Very Badly Damaged'— Eva Live, RTX, Synopsys in Focus (UPDATED)
U.S. stock futures advanced on Monday, as the Dow Jones, Nasdaq 100, and S&P 500 indices rose, following Friday's lower close.
other
Benzinga
Jul 20, 4:43 AM ▲ sentiment
Did AI Just Cannibalize Microsoft’s Greatest Narrative?
Management has gone quiet on the cloud migration engine that built Azure, but with AI now shouldering all the growth expectations, the health of that silent giant has never mattere…
other
Yahoo
Jul 17, 4:22 PM ▲ sentiment
Why the Dow Is Flat After Opening Down 500 Points
The Dow opened down 1%, or more than 500 points, but within the first hour of the trading day the blue-chip index clawed its way back to the flatline. Travelers Companies was the D…
other
Yahoo
Jul 17, 10:37 AM — sentiment