Motley Fool51d agoneutral
No Forward-Looking Guidance Needed: Fed Chair Kevin Warsh Just Outlined His Inflation Plan in 9 WordsThe bond market is telling quite a tale for those willing to listen.
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Bloomberg51d agoneutral
Bond Traders Look to Jobs Data That May Tip Scale on Fed Hike(Bloomberg) -- Bond investors are bracing for labor market data Friday, which could cool growing expectations the Federal Reserve raises interest rates at its next meeting in September. Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffers Record Drop on Di
Associated Press51d agobullish
World shares are mixed after US stocks fall back, while oil reboundsWorld shares were mixed Friday after a modest retreat on Wall Street, while the price of Brent crude gained more than 1%. In early European trading, Germany's DAX rose 0.4% to 26,253.77, while the CAC 40 in Paris edged 0.2% higher to 8,715.47. Selling of computer chipmakers and other stocks linked to the boom in artificial intelligence appeared to taper off a bit as Tokyo's Nikkei 225 lost 0.1% to 65,606.71.
Stocktwits51d agoneutral
Michael Burry Shares 'Three Great Charts' That Show Big AI Capex Could Unwind As Badly As Housing Did In 2008Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.
Journal-News, Hamilton, Ohio51d agoneutral
Thomas Gnau: Joby reports stronger quarter, shrinking net loss, generating Blade business revenueJoby Aviation Inc., which has long-term plans to make electric flying taxis in Dayton and Vandalia, reported stronger quarterly performance, saying its Blade helicopter service business generated $36.2 million in the second quarter of 2026. Still, the company saw a net loss of $245 million. Joby says its electric aircraft is in the fifth and final stage of Federal Aviation Administration ...
Dayton Daily News, Ohio51d agoneutral
Joby reports stronger quarter, shrinking net loss, generating Blade business revenueJoby Aviation Inc., which has long-term plans to make electric flying taxis in Dayton and Vandalia, reported stronger quarterly performance, saying its Blade helicopter service business generated $36.2 million in the second quarter of 2026. Still, the company saw a net loss of $245 million. Joby says its electric aircraft is in the fifth and final stage of Federal Aviation Administration ...
Reuters Videos51d agoneutralVIDEO
Stocks slip as investors eye Mideast talks, earnings<body><p>STORY: Stocks fell Thursday, pausing after a strong start to the week.</p><p>The Dow dropped close to one percent. The S&P 500 slid about two tenths and the Nasdaq was basically flat.</p><p>Investors digested the latest round of corporate earnings and looked for signs of progress toward a peace deal between the U.S. and Iran.</p><p>Strong corporate results so far have tempered some concerns about the massive spending by AI-related companies.</p><p>Ben McMillan, chief investment officer with IDX Advisors, says AI will likely continue to push stocks higher though investors have broadened their view of who is likely to benefit from the growth of the technology.</p><p>“So I think the AI trade broadly is still very much intact. I do think investors, and we're hearing this from our investors and others that we talked to, are going to be a little bit more discerning, they're going to be more judicious, they're going to start looking at maybe much more the picks and shovels plays we're hearing a lot more interest in things like you know uranium and power providers as you know an AI play as well as things like photonic stocks and you know not necessarily just betting on you know chips or semiconductors.”</p><p>Stocks on the move included data storage company Western Digital which tumbled 13% and memory chip maker Sandisk which dropped nearly seven percent in the wake of quarterly results. </p><p>Both companies have surged this year, however, with Sandisk up more than 400% and Western Digital up about 160%.</p><p>And SpaceX erased losses from earlier in the session and closed six percent higher, defying expectations that shares would be pressured by insider selling, as the lockup period for early investors holding the stock expired.</p><p>On the data front, the number of Americans filing claims for unemployment benefits increased slightly last week. </p><p>The report came ahead of closely watched nonfarm payrolls figures for July due on Friday, which will shape expectations for the Fed's path of interest rates at a time when Chairman Kevin Warsh has scaled back on forward guidance from the central bank.</p></body>
Bloomberg51d agobullish
Petrobras Profit Tops Estimates on Iran War-Driven Oil Rally(Bloomberg) -- Brazilian oil producer Petrobras outperformed expectations after supply disruptions stemming from the US-Iran conflict lifted second-quarter prices for crude, gasoline and diesel.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanWhy Do Data Centers Use So Much Fresh Water?Google AI Veterans Depart During Seismic Leadership ShiftIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltTrump Made Calls to Warsh in Latest Sign of Bid to Influence FedTh
GuruFocus.com51d agoneutral
S&P 500 Gains as Iran-Oman Deal Eases Oil FearsA fragile breakthrough could reshape inflation and rate expectations
Investor's Business Daily51d agoneutral
Dow Jones Futures: Market Pauses With Jobs Report Due; Cloudflare, Sezzle Lead Earnings MoversDow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.
Barchart51d agoneutral
A $50 Million Reason Why ELF Stock Is Up TodayE.L.F. Beauty shares rally on $50 million tariff refunds and blowout Q2 earnings. Here’s how you should play ELF shares after the quarterly print.
Barchart51d agoneutral
Corning Shares Pop on Proposed Solar Tariffs. What This Means for GLW Stock.The move is expected to benefit Corning's joint venture with Japan's Shin-Etsu Handotai.
Barrons.com51d agoneutral
Dow Snaps 5-Day Win Streak. The Jobs Report Looms.With the July jobs report looming, the Dow’s winning streak finally ran into a wall. The Dow Jones Industrial Average fell 464 points, or 0.9%. The S&P 500 dropped 0.2%. The Nasdaq Composite dipped 0.
Insider Monkey51d agoneutral
Boeing (NYSE:BA) Shows Operational Acceleration Ahead of Max 7 RolloutThe Boeing Company (NYSE:BA) got a certificate seven years in the making. On August 3, the Federal Aviation Administration approved the 737 Max 7 for commercial service, nearly a decade after Boeing first unveiled the plane and years after the company originally targeted 2019 for certification and delivery. Shares rose 8% that day, closing at […]
NYSE51d agoneutralVIDEO
Market Storylines: Tech Breakout, Hyperscalers lead the charge + Jobs FridayMichael Reinking, Senior Market Strategist at the NYSE, reviews a pivotal week in which the S&P 500 broke above its May-July trading range near 7,600, driven by strong Q2 earnings, easing oil prices, and mispositioning in tech that sparked a broad-based rally. Hyperscalers led the charge as investors embraced the ongoing shortage of compute capacity, while semiconductors and optical stocks saw volatile swings amid eye-popping growth figures and sky-high expectations. Looking ahead, Friday's jobs report and next week's inflation prints take center stage, with reports suggesting Fed Chair Warsh could support a September rate hike should the data come in hot.
Barrons.com51d agoneutral
The Fed’s Next Rate Move Might Actually Be a Cut. How the Market Would React.The central bank has let the bond market do its heavy lifting when it comes to rates. But a cut is on the horizon if a weak jobs and inflation stir up Wall Street.
Zacks51d agobullish
Is ANGO a Buy as Med Tech Growth Battles Persistent Margin Pressure?AngioDynamics' Med Tech growth and reimbursement gains strengthen its outlook, but tariffs, rising costs and execution risks keep the buy case uncertain.
Zacks51d agoneutral
ANGO's FY27 Guidance Puts Med Tech Growth and Tariff Risks in FocusAngioDynamics' fiscal 2027 outlook hinges on Med Tech growth offsetting flat device sales as tariffs, spending and losses pressure margins.
Zacks51d agobullish
ANGO Jumps 33.5% in 3 Months: Can the Rally Keep Going?AngioDynamics' 33.5% three-month rally rests on Med Tech growth, but valuation, tariffs and negative earnings keep execution risks high.
GuruFocus.com51d agobullish
Motorola Solutions Stock Jumps 8% as Backlog Hits RecordHigher-margin software growth and a $15.6 billion backlog strengthened Motorola's outlook despite acquisition spending and tariff-related benefits.
GuruFocus.com51d agoneutral
Kevin Warsh Opens Door to Surprise Fed MoveThe Fed's next decision is suddenly far less predictable
Zacks51d agobullish
Shake Shack Q2 Earnings Beat Estimates, Revenues Increase Y/YSHAK's Q2 earnings beat estimates and revenues rose 17.2% YoY, but beef inflation and higher costs pressured margins.
GuruFocus.com51d agobullish
E.l.f.'s 83% Margin Owes Most of Its Jump to Tariff RefundsAbout 1,050 of the 1,400 basis points of margin gain came from one-time tariff refunds
24/7 Wall St.51d agobullish
The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If ... The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.
Simply Wall St.51d agoneutral
Does T1 Energy’s (TE) Clearway Deal Clarify Its U.S. Solar Advantage or Expose New Risks?T1 Energy Inc. recently announced a contract to supply Clearway Energy Group with 641 MW of solar modules using domestic cells from its G2_Austin fab, aligning with its goal of a traceable U.S.-focused solar supply chain and targeting more than 60% domestic content in its modules from 2027. This agreement not only reinforces Clearway’s push to support American manufacturing but also highlights T1’s effort to position its growing U.S. cell and module capacity as a solution to trade and tariff...
Motley Fool51d agobearish
Fed Chair Kevin Warsh Said the Central Bank Has "No Tolerance" for Inflation, and the Dow Dropped 840 Points. What It Means for Your Portfolio.It has already recovered, but the message is clear.
Simply Wall St.51d agoneutral
e.l.f. Beauty (ELF) Raises 2027 Sales Outlook As It Nears $2 Billion In SalesE.l.f. Beauty (NYSE:ELF) lifted its fiscal 2027 sales outlook as it approaches the US$2b annual sales mark. Management plans to use tariff refunds to support marketing and pricing initiatives. The revised forecast and reinvestment plans highlight management's view of the current business trajectory. For readers looking to explore more ideas in related areas, a natural next stop is 8 dividend fortresses NYSE:ELF Earnings & Revenue Growth as at Aug 2026 e.l.f. Beauty sits in the mass...