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Here’s what the Point72 founder’s latest portfolio moves say about where AI infrastructure money is heading next.

Yahoo Finance Break Business News Report Jake Conley joins Brooke DiPalma to discuss how the latest US tariffs on Canadian auto imports could affect automakers that rely on Canadian-made parts, including Ford (F) and General Motors (GM).

Seema Shah, chief global strategist at Principal Asset Management, told CNBC on Monday that NVIDIA (NASDAQ:NVDA) sits at the center of this week’s market setup, with its upcoming quarterly report positioned as the critical test of whether the AI capital-spending cycle can start showing profitable returns. Nvidia reports fiscal Q2 2027 results on Wednesday, August ... Top Strategist Warns Nvidia’s Earnings on Wednesday Could Hit the Entire Market

Investors, traders and speculators expect direction from the leaders of the AI revolution and the world's most important central bank.

Technology stocks tumbled again on Monday because Wall Street is worried about artificial intelligence shares ahead of another key earnings test. The Nasdaq Composite fell 0.8%. The Dow, which lacks the exposure to AI that the Nasdaq and S&P have, managed to claw its way higher despite the latest escalations between the U.S. and Canada on trade.

Another trade war has started with a volley of tariff threats, and this time the fight is with America’s neighbor and closest trading partner, Canada. While the U.S. has held several formal negotiations with Mexico this year about the USMCA, it hasn’t done so with Canada.

Investors are cutting accelerator exposure before the report that could reset the entire AI-chip trade.

Investors are favoring fee-driven networks while Nvidia anxiety punishes capital-intensive technology companies.

Super Micro Computer has cleared a major governance hurdle. Is the stock a 'Buy' now?

Visa shares jumped nearly 3% in Monday afternoon trading, positioning the payments giant for a new all-time closing high, based on data going back to 2008. Shares are currently hovering around $381. The gain sets Visa on course for its fifth consecutive winning day; shares climbed about 6% over the period.

Nvidia will have to get its stock price rerated to shake off the "cheap valuation" vibes.

Rising component costs are testing Nvidia's powerful AI economics

PDD Holdings Inc (PDD) reports 8% revenue increase to RMB112.4 billion, but net income declines 12% as the company prioritizes long-term ecosystem building and navigates EU customs changes.

XPeng Inc (XPEV) reports a 65% surge in quarterly deliveries and secures over $900 million for its robotics unit, while navigating margin pressures and expanding its global footprint.

Aug 24 (Reuters) - Tesla has stopped selling premium solar roof tiles on its website, nearly a decade after CEO Elon Musk launched the product as a more attractive alternative to panels.

Institutional selling and record ETF inflows are moving in opposite directions.

Marvell Technology will reports earnings on Thursday. Wall Street wants more details on a recently announced agreement with Google.

The GPU giant's earnings report could serve as a bellwether for memory companies.

Prime Minister Mark Carney said his government is still working on options for retaliating against US President Donald Trump’s new tariffs on Canadian goods, but added that he’s willing to continue trade talks if the US adopts the “right attitude.”

Investing.com -- Bond traders increased credit risk measures for Broadcom Inc. as the company provides financial support for large AI-related financing packages.

Marvell’s huge rally has not scared Wells Fargo away

Teradyne stock is in a base with a buy point of 487.91 as analysts raise their annual profit estimates. Figs and two more stocks are on watch.

Investing.com -- President Donald Trump purchased between $15,001 and $50,000 in SpaceX shares on June 23, according to a financial disclosure signed on August 12 and released on Friday. The transaction was among more than 1,000 stock trades made by the president in June.

Marvell has surged further than almost any semiconductor stock in 2026, and now it faces a confirmed earnings event in three sessions with options volume piling up on both sides. The question is whether that lead becomes a liability before the August 27 print arrives.

Shares of Lucid Group Inc (NASDAQ:LCID) are falling Monday afternoon as a macro-driven selloff across growth equities overshadows recent operational progress. Here’s what investors need to know. Lucid Group shares are retreating from recent levels. Why are LCID shares down? Automotive Tariff Threats and Macro Pressures Drag Lucid Lower Risk appetite across growth equities took a hit Monday after President Donald Trump announced plans to impose 50% tariffs on Canadian auto imports starting in 202

The bitcoin price continued its recent surge on Monday, touching a two-month high on news that the Treasury Department might conduct its own version of quantitative easing using its nearly $1 trillion general account. The rally got cooking with a burst of short-covering last Wednesday, when Treasury announced that it would at least double buybacks of long-term government bonds to stem a big rise in 10- and 30-year Treasury yields. The moves by Treasury Secretary Scott Bessent are both part of an effort to rein in government borrowing costs and the economic fallout of high rates.

By Courtney Rozen WASHINGTON, Aug 24 (Reuters) - U.S.

Super Micro Computer stock falls. Why the AI server maker faces fresh pressure

Bond traders have ramped up measures of credit risk associated with Broadcom Inc. as it backstops mega financing packages for the buildout of artificial intelligence.

(Updates with index/price moves, macroeconomic data, tariffs and company/geopolitical news from the