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Markets may get 'increasingly nervous' if hyperscalers raise AI capex further
Yahoo Finance Video67d agoneutralVIDEO
Markets may get 'increasingly nervous' if hyperscalers raise AI capex further

US stocks (^DJI, ^IXIC, ^GSPC) are mixed ahead of Monday's close as investors await the release of second quarter earnings from Alphabet (GOOG, GOOGL), Tesla (TSLA), Intel (INTC), and IBM (IBM) throughout this week. Tematica Research CIO Chris Versace comes on Market Domination to comment on how markets may end up reacting to AI spending forecasts outlined in these upcoming earnings.

Magnificent Seven Dominate S&P 500 Earnings, But That's Changing Dramatically
Investor's Business Daily67d agoneutral
Magnificent Seven Dominate S&P 500 Earnings, But That's Changing Dramatically

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

Why Micron (MU) Stock Is Up Today
StockStory67d agoneutral
Why Micron (MU) Stock Is Up Today

Shares of memory chips maker Micron (NASDAQ:MU) jumped 3.2% in the morning session after the company could repurchase more than 40% of its outstanding stock by 2028, sparking a rebound alongside a broader rotation back into semiconductor stocks, according to UBS. The investment firm expected Micron to generate over $400 billion in free cash flow through 2028. While the chipmaker was restricted from buying back stock until December 2026, UBS noted the company could allocate all free cash flow tow

Alphabet, Tesla kick off Big Tech earnings
Yahoo Finance Video67d agoneutralVIDEO
Alphabet, Tesla kick off Big Tech earnings

Big Tech earnings are on deck this week. The Opening Bid panel breaks down what to expect from Alphabet (GOOGL, GOOG) and Tesla (TSLA). Truist CIO and chief market strategist, Keith Lerner, and Yahoo Finance Senior Business Reporters Ines Ferré discuss the key themes and risks heading into earnings.

Chip Stocks Regain Ground, Powering Nasdaq
The Wall Street Journal67d agoneutral
Chip Stocks Regain Ground, Powering Nasdaq

STOCKS Investors are kicking off the trading week with AI bubble anxieties seemingly in the rearview mirror, pushing chip stocks higher and powering a nearly 1% advance in the Nasdaq composite. The gains come despite Alibaba previewing its new artificial-intelligence model-the second time in a week that China has flexed its advances in AI.

Chip stocks fight to rebound as semiconductors slip into bear market
Yahoo Finance Video67d agoneutralVIDEO
Chip stocks fight to rebound as semiconductors slip into bear market

Yahoo Finance Executive Editor Brian Sozzi welcomes Truist CIO and chief market strategist Keith Lerner and Yahoo Finance Markets & Data Editor Jared Blikre to the show to discuss the outlook for tech as chip stocks attempt to recover from recent pullbacks and the Philadelphia semiconductor (^SOX) sector falls into a bear market.

Bloomberg67d agoneutral
Short Bets Against US Equities Hit Record as AI Risks Mount

(Bloomberg) -- Bearish bets across US stocks are surging to a record in the face of market gains, reflecting anxiety about the staying power of a rally that has seen the S&P 500 jump 18% from late March. Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsTrump Silent So Far on Iran Plans as US Death Toll Hits 17FCC Near Rulings Aga