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Stocks

All articles tagged with #stocks

markets2 days ago•8 min saved

Grantham puts 90% odds on a SpaceX stock crash amid AI hype

Legendary investor Jeremy Grantham warns SpaceX stock could crash with roughly a 90% probability, citing an extreme valuation, SpaceX’s ambitious but questioned space plans (asteroid mining, Mars colony) deemed “utterly inconceivable” by physicists, and doubts about AI-driven productivity gains. He notes SpaceX’s post-IPO performance and lofty total addressable market projections in its S-1 while highlighting his longstanding permabear stance on bubbles—suggesting the push around SpaceX’s valuation may not be sustainable.

via Business Insider|

#ai #investing #markets

markets2 days ago•3 min saved

Oil spikes and Iran tensions pull U.S. stocks lower as markets brace for Fed path

Futures sit near flat as oil climbs on renewed U.S.-Iran tensions; in regular trading the Dow fell about 576.8 points (1.1%), the S&P 500 slid 0.28%, while the Nasdaq rose ~0.2% on Nvidia. Investors weigh higher energy costs and inflation risk against earnings momentum and AI gains, with Fed minutes signaling uncertainty on rate cuts. Traders await weekly jobless claims and existing-home sales data, and Asia-Pacific markets opened mixed (Kospi rallying after bear-market dip). After-hours movers included Levi Strauss (-5.5%) and AZZ rising on earnings.

via CNBC|

#fed-minutes #iran-tensions #markets

markets2 days ago•18 min saved

Oil jump drags U.S. stocks lower as US-Iran tensions flare

U.S. stocks drifted lower as oil surged on renewed US-Iran tensions, with the Dow down about 1.1%, the S&P 500 down 0.3%, and the Nasdaq near flat after earlier losses, as crude prices climbed roughly 5% and the market awaited Fed minutes amid rising bond yields.

via Yahoo! Finance Canada|

#dow-jones #markets #nasdaq

markets3 days ago•6 min saved

Global markets wobble as oil climbs on Iran tensions

European stocks opened lower as oil prices rose after U.S. strikes on Iran; Asia-Pacific markets were mixed, with South Korea’s Kospi entering a bear market and briefly trading halted as Samsung and SK Hynix fell, while Hong Kong rose and mainland China declined. Oil surged, lifting energy names across Europe, and gold fell after a brief safe-haven rally. The roundup also notes tech’s outsized role in U.S. earnings growth, underscoring the tech-market link in current sentiment.

via CNBC|

#asia-pacific #iran #markets

markets3 days ago•10 min saved

Samsung Profit Spark, AI Chip Stocks Pause

Samsung reported a Q2 operating profit of 89.4 trillion won (about $58.4 billion) and revenue of 171 trillion won, driven by strong AI memory demand, but AI memory and broader chip stocks nonetheless fell in Korea and the US as investors lagged behind the rally and questioned whether the AI infrastructure boom was already priced in. Major declines hit Samsung, SK hynix, Micron, Western Digital, Seagate, and Sandisk, with Nvidia, AMD, Marvell, Intel, Lam Research, Applied Materials, and ASML also trading lower.

via Yahoo Finance|

#ai #markets #memory

business3 days ago•3 min saved

Oil climbs on Strait of Hormuz tensions as tanker attacks rattle markets

Oil prices rose over 3% to above $70 a barrel after reports of tanker attacks in the Strait of Hormuz, including drone and missile strikes on vessels; U.S. yields climbed, and stock indices fell before modestly rebounding, as investors weighed geopolitical risk and its impact on energy and tech shares.

via NBC News|

#business #geopolitics #markets

business5 days ago•9 min saved

AI-Powered Utilities Set for a Record $240B Spend in 2026: Stocks to Watch

AI is driving utilities to invest as much as $240 billion in 2026 to meet data-center power demand, but regulators may limit passing all costs to consumers. The piece suggests investors focus on power providers and services outside regulated grids, highlighting Brookfield Renewable Partners and NextEra Energy as attractive dividend plays, with Bloom Energy offering AI-ready fuel cells but at a stretched valuation. In short, choose players with contract-backed power and dependable yields over momentum plays with lofty multiples.

via The Motley Fool|

#ai #business #investing

economy6 days ago•4 min saved

Oil Returns to Pre-War Levels, but Markets Remain Mispriced

Oil has fallen back to pre-war levels as supply normalizes, but markets still price in Fed hikes, implying a hawkish shift that the author argues is mispriced. He expects falling oil to reduce inflation and real interest rates, push the dollar lower, and lift gold and the S&P 500 after the next CPI release.

via Robin J Brooks | Substack|

#dollar #economy #fed-policy

business6 days ago•16 min saved

AI-fueled optimism keeps Wall Street eyeing gains into H2 2026

Following a strong quarter, analysts say the rally can extend into the second half of 2026 as earnings resilience and liquidity support further gains, with tech/AI momentum helping the Nasdaq and S&P 500 and forecasts of roughly a 21% S&P 500 rise over the next 12 months; JPMorgan has even pushed year-end targets toward the 7,800 level. Still, strategists caution against chasing crowded high-flyers in memory and chip names and urge diversification into industrials, healthcare, and mid/small caps as the AI cycle broadens, with signals the bull market could persist into 2027 amid softer oil prices and easing geopolitical tensions and a not-overheated labor market.

via Yahoo Finance|

#ai #business #earnings

business6 days ago•3 min saved

AI Stocks as Bids: San Francisco Homes Enter a Futuristic Currency Era

AI wealth from Silicon Valley is fueling a Bay Area real estate craze, with reports of bids paid in equity from AI firms like OpenAI and even listings accepting AI stock as payment. While some offers have exceeded asking prices, the authenticity of the specific exchange is unclear, and such deals carry stock-value risks and require precise purchase agreements. The story underscores how the AI boom is reshaping who can buy homes in San Francisco, though it’s not yet clear how widespread or enforceable these arrangements will be.

via New York Post|

#artificial-intelligence #business #openai

business9 days ago•17 min saved

Netflix climbs as NBCUniversal buyout chatter cools

Netflix shares rose about 3–4% after The Wall Street Journal walked back speculation of a Netflix bid for NBCUniversal, easing fears of another costly megadeal after Netflix’s Warner Bros. Discovery bid. Analysts largely doubt a Netflix-for-NBCU deal, and Comcast’s Brian Roberts said the NBCUniversal spin-off is not a sale. The spin-off includes a one-year post-separation lockup, while Netflix awaits its Q2 earnings on July 16 as investors weigh the company’s M&A stance against organic growth.

via Yahoo Finance|

#acquisition #business #manda

markets9 days ago•6 min saved

EV Delivery Boost Lifts BYD, Xiaomi as Asia Markets See Tech Rout

Hong Kong-listed EV makers BYD and Xiaomi rose after June delivery figures, while a broad tech selloff dragged Asia’s chipmakers and pushed indices like South Korea’s Kospi lower. Oil prices slipped as Middle East tensions eased. Other headlines included Hanwha Ocean being named the preferred bidder for a South Korean destroyer program, rising inflation in Korea fueling rate‑hike expectations, and U.S. stock futures hovering near flat ahead of trading.

via CNBC|

#asia-markets #ev-deliveries #markets

business9 days ago•2 min saved

Trump’s Pre-Pause Stock Spree Ignites Market Rally

Trump’s investment accounts reportedly bought hundreds of stocks the day before he announced a 90-day tariff pause, including Apple, Microsoft, Nvidia, Amazon, and Alphabet; the trades were disclosed a year later, and the move coincided with a near-10% jump in the S&P 500 the following day, raising ethics concerns about insider information and late reporting.

via readsludge.com|

#business #ethics #market-rally

politics10 days ago•5 min saved

Trump’s 2025 disclosure uncovers crypto windfall and tech stock splurge

Trump’s 2025 annual financial disclosure reveals hundreds of millions in crypto income from World Liberty Financial, major revenue from his golf and club properties, sizable stock purchases in Apple, Microsoft, Nvidia and Amazon, and a range of royalty and licensing income, along with Melania Trump’s licensing earnings and other assets.

via CNBC|

#crypto #financial-disclosure #politics

finance11 days ago•3 min saved

Real Estate Tops Americans' Favorite Long-Term Investment

Gallup's annual poll shows real estate as the top long-term investment (38%), ahead of stocks (20%), with gold and cash also prominent. Yet investing experts point to stocks as the true long-term winner: the S&P 500 has averaged roughly 11.5% per year over 40 years to 2025 (and about 10.4% from 1992–2024), far outpacing home-price gains around 5%. Real estate’s popularity is driven by widespread homeownership and a perceived safety net, while gold is viewed mainly as diversification and savings accounts/CDs as safety for risk-averse investors.

via USA Today|

#finance #gallup-poll #investing-experts