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commodities1 month ago

Oil retreats after rally as Trump hints Iran campaign could be brief

Oil prices edged lower in Asia after a three-day rally as Trump said renewed attacks on Iran would not last long, helping ease near-term supply fears tied to the Strait of Hormuz. Brent hovered around $95.25 a barrel and WTI near $90.80 after Wednesday’s gains, while U.S. inventories showed a 4.5 million-barrel weekly draw. Shipping through Hormuz remained volatile despite the data, and OPEC+ is expected to keep October output policy unchanged as it unwinds cuts, keeping focus on potential Middle East supply risks.

via Investing.com|
#commodities#energy#iran
Nvidia Earnings Could Move Markets as AI ROI Comes Under Scrutiny
business1 month ago

Nvidia Earnings Could Move Markets as AI ROI Comes Under Scrutiny

Seema Shah calls Nvidia's upcoming Q2 results the week's key market catalyst, arguing the AI capex cycle must show returns for the rally to continue; markets expect a beat, but upside above $220 is uncertain, and the guidance on data-center compute and margins could set the tone for the broader market as investors weigh AI profitability and watch Powell at Jackson Hole.

via 24/7 Wall St.|
#ai#business#earnings
SpaceX IPO Sparks Reassessment of the AI Stock Boom
business2 months ago

SpaceX IPO Sparks Reassessment of the AI Stock Boom

As Nasdaq stalls after SpaceX’s IPO and AI model costs rise, the AI rally appears to be cooling: the Magnificent Seven have slipped from late May/June peaks, export controls nudged diversification toward Chinese models, and doubts about AI firms’ revenue prospects loom, raising questions whether this tech-led correction could spill into the broader market as earnings season unfolds.

via UnHerd|
#ai#business#ipo
GenAI Hits Reality Check as IPO Delays and Market Doubts Grow
technology3 months ago

GenAI Hits Reality Check as IPO Delays and Market Doubts Grow

Gary Marcus argues June has delivered a reality check for Generative AI: OpenAI reportedly delaying its IPO, SpaceX’s AI bets cooling, and major tech names slipping as questions about profitability, funding, and regulatory risk mount. The post frames the AI boom as moving from hyper-growth to caution and efficiency, with policy turbulence amplifying market skepticism about frontier AI access and the sector’s long‑term profitability.

via Marcus on AI | Substack|
#ai#ipo#market
Oil slide lifts markets but risks linger over optimistic rally
business3 months ago

Oil slide lifts markets but risks linger over optimistic rally

Oil prices fell as the Strait of Hormuz reopened, easing supply fears and lifting stocks toward record highs, with WTI around $76.60 a barrel and gas under $4 per gallon; the S&P 500 has risen about 9% since the Iran conflict began, buoyed by AI optimism, but analysts warn the rally could be overdone as the 60-day ceasefire window and ongoing Middle East risks loom.

via CNN|
#business#market#oil
Oil slides as Trump signals near Iran deal, reviving Hormuz hopes
business4 months ago

Oil slides as Trump signals near Iran deal, reviving Hormuz hopes

Oil prices fell sharply after Trump said talks with Iran were progressing and a peace deal could reopen the Strait of Hormuz, sending Brent from about $93 to briefly below $85 before trading around $87.50 as traders priced in the potential supply relief. Tehran indicated progress but had not made a final decision. Analysts noted headlines driving volatility and argued a deal that reopens Hormuz would boost markets, with Goldman Sachs maintaining a $90/bbl forecast for Q4 but trimming its 2027 price outlook to $80 amid higher anticipated supply from the Americas and UAE.

via The Guardian|
#business#hormuz#iran
Bitcoin Dips Below $68K as ETF Outflows and Mt. Gox Moves Rally Market Fears
markets4 months ago

Bitcoin Dips Below $68K as ETF Outflows and Mt. Gox Moves Rally Market Fears

Bitcoin traded in the mid–$60k range and briefly slipped below $68,000—the lowest since April—amid a confluence of factors: heavy spot ETF outflows, Strategy’s first BTC sale in years, a $739 million Mt. Gox on-chain move, and renewed Iran–U.S. tensions fueling risk-off sentiment, leaving BTC around the $67k level as investors reassess Bitcoin’s premium and market exposure.

via Bitcoin Magazine|
#bitcoin-price#etf-outflows#iran-us
The CRT Comeback: Why Giant Vintage TVs Are Booming Again
technology4 months ago

The CRT Comeback: Why Giant Vintage TVs Are Booming Again

A feature on Minnesota’s CRT revival shows why old 27–34 inch cathode-ray tube TVs are making a surprising comeback: gamers, collectors, and physical-media enthusiasts crave authentic 4:3 displays and zero input lag, while Covid-era nostalgia and dwindling supply push prices up and turn garage sales and thrift-store shelves into hot markets. Experts note the dangers and aging components, but restoration shops and online groups document growing, sometimes frenetic demand for these “boxy behemoths.”

via Racket MN|
#collectors#crt#market
Surface Tools Lift MSFT Shares as Gaming Shakeups Loom
business4 months ago

Surface Tools Lift MSFT Shares as Gaming Shakeups Loom

Microsoft rolled out a new Surface lineup (including four models priced from about $1,499–$2,000) with features like a hardware privacy screen and haptic feedback, while signaling big changes in its gaming division and hinting at Valve’s Steam Machine developments. Wall Street remains bullish on MSFT with a Strong Buy consensus and an average target around $560, and the stock edged higher on the news.

via TipRanks|
#business#market#microsoft
Analysts Lift NVDA Price Targets on AI Momentum Ahead of Q1
market4 months ago

Analysts Lift NVDA Price Targets on AI Momentum Ahead of Q1

Ahead of Nvidia's Q1 FY27 results due May 20, Wall Street analysts have raised NVDA price targets on strong AI chip demand, data‑center growth, and enterprise AI spending; the stock remains a consensus Strong Buy (40 buys, 1 hold, 1 sell) with an average 12‑month target around $279.28, implying about 18.5% upside. Earnings are expected at $1.75 per share on roughly $78.8 billion in revenue. Recent target hikes include Cantor Fitzgerald to $350, UBS to $275, and Bank of America to $320, as analysts anticipate continued AI infrastructure spending and a ramp in upcoming chip deployments driving growth.

via TipRanks|
#earnings#market#nvda
AI-Driven Rally Extends as Fed Week Ahead Looms
market-news5 months ago

AI-Driven Rally Extends as Fed Week Ahead Looms

Last week U.S. stocks pushed to fresh highs on strong jobs data and AI-driven demand, with the S&P 500 up about 0.8% and the Nasdaq up around 2.3% as the 10-year yield eased and the VIX fell. Chip stocks led gains on AI spend and data-center growth, while some AI names retreated; oil traded in the mid-to-high $90s to $100s amid geopolitical tensions. In the week ahead, focus shifts to Fed policy after the jobs data, ongoing AI spending, and a busy earnings calendar with previews for firms like AMAT, BABA, TGT, XOM and others, along with notable ex-dividend dates.

via TipRanks|
#ai#earnings#macro