
The suit represented an uncertainty for the company and shareholders.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

The suit represented an uncertainty for the company and shareholders.
Eisman warned that OpenAI’s failure could cause a major market correction and push the U.S. economy into recession.

A federal court just ruled the Pentagon's retaliation against an AI supplier illegal, and the fallout lands squarely on one of Palantir's most critical defense programs before a make-or-break September deadline.

Cloudflare just cleared the government's highest civilian security bar, giving it access to contracts it was previously locked out of entirely. Whether that clearance turns into the kind of compounding federal revenue Palantir built depends on a template that has worked exactly once so far.

Kevin Warsh just told the market that the Fed has been blaming the wrong culprit for inflation for decades, and if he is right, the playbook for rate hikes, growth stocks, and the entire AI capital cycle changes with it.

Prices have hardly budged where it counts for consumers, courtesy of Trump’s tariffs and the Iran war.

The Fed chair signals his commitment to bringing down inflation, boosting the chance of a September rate hike.

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

AST SpaceMobile stock sank 15.5% this week as Fed Chair Kevin Warsh signaled inflation is now the central bank's top priority, raising the odds of a rate hike.
The Federal Reserve has a problem that won’t be solved by simply waiting. Inflation remains well above the central bank’s 2% target, while several forces pushing prices higher are still in place. The Bureau of Economic Analysis reported July PCE inflation at 3.7%, with core PCE at 3.3%. Meanwhile, the Bureau of Labor Statistics said […]

The biggest issue for the Fed is what effect AI will have on employment. In the past, new general purpose technologies like AI have always destroyed some jobs, but created more than what was lost.

Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.

By Lewis Krauskopf NEW YORK, Aug 28 (Reuters) - A fresh look at the U.S. labor market in the coming week along with quarterly results from semiconductor company Broadcom will test a market rally that

Nvidia has spent more than $2.5 million on federal lobbying this year, according to Bloomberg.

Asian stocks mostly rose Friday ahead of a closely watched speech by Federal Reserve boss Kevin Warsh that investors will be parsing for clues about the outlook for interest rates amid elevated inflation and no sign of an end to the Middle East crisis. "Recent data have reduced the immediate need for tighter policy, giving Warsh room to re-establish the Fed's inflation-fighting message without signalling imminent action," he wrote.

By Stella Qiu SYDNEY, Aug 28 (Reuters) - Shares in Asia turned cautious on Friday after a Nvidia-fuelled technology rally, while currency and bond markets held their breath for the world's most

Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.

By Jamie McGeever ORLANDO, Florida, Aug 27 (Reuters) - Another bumper earnings report and outlook from chipmaking giant Nvidia boosted tech stocks on Thursday, which was enough to lift the benchmark

The FTSE 100 index closed down 85.58 points, 0.8%, at 10,792.54.

The Trump administration is weighing options for a new round of tariffs on semiconductors, according to POLITICO reporting. Morning Brief Host Jake Conley is joined by Yahoo Finance Senior Reporter Pras Subramanian and AInvest managing editor Adam Shapiro to discuss how the US may be holding itself back in the AI race with these trade policies.

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Thursday, Aug. 26, including quarterly earnings results from Marvell (MRVL), Dollar General (DG), and Dollar Tree (DLTR). Meanwhile, the 2026 Jackson Hole Economic Policy Symposium kicks off, setting the stage for Federal Reserve Chair Kevin Warsh's upcoming Friday remarks.
Semiconductor ETFs rallied following Nvidia’s results, with SOXX and SMH both gaining in early morning trade.

Past recessions offer an important lesson for long-term investors.

Asian chip firms rallied Thursday following more blockbuster earnings from Nvidia that eased worries over the AI investment boom, though the euphoria was tempered by US data showing stubbornly high inflation.Nvidia is considered the bellwether for the AI spending frenzy, with its results largely determined by mega purchases from AI giants such as OpenAI, Amazon, Microsoft and xAI. The firm has led an eye-watering rally by tech firms over the past year and in October became the first to hit a mar

By Jamie McGeever ORLANDO, Florida, Aug 26 (Reuters) - The dollar and U.S.
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