UBS Global Wealth Management raised its S&P 500 year-end 2026 target to 8,100 from 7,900 and its mid-2027 target to 8,400 from 8,200, citing an earnings reset driven by AI, technology, and broad secto…
Financial journalist Jeff Prestridge advises investors to prepare for a potential stock market crash triggered by the bursting of the artificial intelligence (AI) bubble, recommending portfolio divers…
Rising Treasury yields have stocks 'on the brink' of a 15-20% decline, warns Phillip Colmar, partner of global strategy at MRB Partners, as the 10-year yield approaches 5%. Colmar says higher yields w…
The S&P 500 industrials sector now trades at a forward price-to-earnings ratio above 30, a 50% premium over its historical average of around 20, as investors bet on AI infrastructure spending. Sub-sec…
U.S. investors bought a net $11.72 billion of equity funds in the week through August 19, the largest weekly inflow since July 29, according to LSEG Lipper data, supported by a strong earnings season …
Nvidia Corp. reports fiscal second-quarter 2027 earnings on August 26, with shares up just 12% year-to-date despite record revenue of $81.6 billion, an 85% jump year-over-year. Analysts are focused on…
UBS projects the S&P 500 will reach 8,100 by end-2026 and 8,900 by end-2027, driven by broad-based earnings growth across all 11 sectors, with approximately 28% EPS growth in Q2 2026 and 20% for full-…
Goldman Sachs equity strategist Ben Snider flagged in a July 17 research note that the three-month implied average stock correlation across the S&P 500 has fallen to a record low of 0.14, as hedge fun…
Broadcom Inc. shares fell between 12.6% and 15% on June 4, erasing roughly $286 billion in market value, after the company reported record fiscal Q2 2026 revenue of $22.2 billion (up 48% year-over-yea…
Gemini co-founder Cameron Winklevoss said on Aug. 18 that the artificial-intelligence equity trade offers Bitcoin buyers a roughly 50% discount, with BTC recently near $64,231, about 49% below its Oct…
Dow Jones futures and S&P 500 futures were little changed early Wednesday, while Nasdaq futures fell slightly, after the stock market retreated Tuesday and erased recent gains. Chips and AI hardware s…
Asian shares fell sharply on Wednesday, with South Korea's Kospi dropping 5.2% to 6,515.97, as Wall Street pulled further from its all-time high and artificial-intelligence stocks resumed their declin…
The Nasdaq Composite fell 1.2% on Tuesday as Micron Technology dropped 7.6% and other AI-linked stocks retreated, while the S&P 500 declined 0.6% and the Dow Jones Industrial Average was down about 89…
Wall Street pulled further from its record high on Tuesday as AI stocks sank, with the S&P 500 falling 0.5 percent for a third straight loss since its all-time high on Thursday. Micron Technology drop…
Bank of America has added 'community support' as a criterion for assessing data center projects, as Wall Street factors local opposition into stock recommendations and financing decisions for AI infra…
Bitcoin rose 2.6% to over $64,000 on Monday, its best daily performance in over a month, while the S&P 500 fell 0.52%, marking a rare outperformance. According to Glassnode, Bitcoin has outperformed t…
Anthropic reported financial results indicating it is not spending as fast as expected, according to The Diff's latest newsletter. The newsletter also discusses the role of financial entrepreneurship …
Anthropic reported Q2 2026 revenue exceeding $11.5 billion, a 14-fold jump from $787 million a year earlier, boosting tech stocks as Nasdaq 100 futures rose 0.5% on August 17. The AI company behind Cl…
U.S. stock indexes hit new highs earlier this month despite Middle East war uncertainty, inflation, and rising bond yields, driven by consumer spending and massive corporate investment in AI, accordin…
The S&P 500 opened nearly flat on Monday, rising 4.9 points (0.06%) to 7,790.68, as Middle East tensions weighed on sentiment, while the Dow Jones Industrial Average fell 69.3 points (0.13%) to 53,663…