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By Mike Dolan July 27 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets A pause in the Iran conflict and a sizeable retreat in crude oil

Plus, America’s big cities are rapidly losing kids, and Trump puts off a major escalation of his military campaign against Iran.

Nebius' new business model is an attempt to overcome a huge hurdle.

US equity investors will focus on big-tech earnings, inflation, and the Federal Reserve policy meeti

Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla, there are two industry leaders that stand out for all the right reasons.

Tech companies are rallying behind open weight AI models — and not just the usual suspects.

July 27 (Reuters) - Wall Street's main stock index futures rose on Monday as the United States and Iran announced a pause in hostilities over the weekend, sending oil prices sharply lower.

The software firm’s shares look expensive, but a look at future earnings reveals a very different picture.

Despite the futures rebound, retail investors remain cautious. Stocktwits data showed retail sentiment is ‘bearish’ on SPY and QQQ.

Alphabet's results raised expectations for Microsoft, Meta Platforms, Apple and Amazon as investors focus on cloud growth, AI spending and upcoming Magnificent Seven earnings.

Days after Wall Street punished Alphabet for its unbridled spending on AI infrastructure, the world's two leading cloud giants are set to provide the latest update on their long-running rivalry.

CRSR's AI infrastructure push and rising earnings estimates earn Bull of the Day, while AU faces falling forecasts as gold cools.

The entire Pixel family of devices will see price “adjustments” that “will be rolled out dynamically,” a top Google executive told 9to5Google.

As per The Kobeissi Letter, the S&P 500's net profit margin is on track to surge to 15.7% for Q2 2026, the highest since 2009.

Three of the biggest AI budgets on Earth seem to just keep growing. The company selling the hardware fell anyway.

Microsoft, Apple, Amazon and SK Hynix report this week as investors test Big Tech's AI spending against real returns.

(Bloomberg) -- Moonshot AI is poised to make its Kimi K3 model available for public download, expanding its reach and influence in the global open software community at a time of growing US concern about Chinese encroachment into the top echelons of AI development.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals A

This year’s stock rally has withstood war, inflation and uncertainty surrounding the tech sector’s massive artificial-intelligence investments. The question now is: Have investors finally reached their limit? Major stock indexes have posted healthy gains this year.

Nvidia is in talks to provide a roughly $250 billion financing ‌for OpenAI as part of a ‌massive data center project, The Wall Street Journal reported ​on Sunday. The guarantees from Nvidia would help the ChatGPT maker lease a 10-gigawatt project that SoftBank's energy subsidiary is developing in southern Ohio, ‌the newspaper said, ⁠citing people familiar with the matter. Nvidia, OpenAI and U.S. Commerce Department did not respond to requests for comment outside ‌regular business hours.

Both stocks are cheaper than the S&P 500.

Microsoft stock has struggled this year.

Every powerful technology eventually reaches the same argument. Somebody has to decide whether the thing gets handed out or locked up. Encryption had that fight in the 1990s, when the federal government classified strong cryptography as a munition and tried to keep it away from ordinary people. ...

This is a huge earnings week, with nearly a third of S&P 500 companies reporting. The Fed is expected to hold rates steady after its confab ends Wednesday, and we’ll see key inflation data on Thursday.

Artificial intelligence is fueling the American economy right now. But so much of the spending around AI is one massive bet – and many on Wall Street are worried about whether the payout will materialize. Fareed asks Satya Nadella, CEO of Microsoft, about the potential bubble and AI competition.

Markets face the week's most consequential moment Wednesday at 2:00pm when the Federal Reserve announces its rate decision and Fed Chair Kevin Warsh holds his first post-decision press conference, setting policy direction.

The stakes are high as hundreds of billions of dollars flow into AI data centers.

The pure plays are so risky that it makes sense to consider investing in their suppliers instead.

Buying all seven tech giants together made investors rich during the AI boom, but the basket trade has quietly become a drag on portfolios. Some of these companies are pulling ahead while others face serious questions about whether AI will ever pay off for them.

Hyperscaler cash levels will be a key focus in the coming week as Apple, Amazon, Meta and Microsoft report.

Investing.com -- Barclays said a sharp slowdown in share buybacks by major U.S. technology companies is unlikely to weigh significantly on the broader equity market, arguing that investors have increasingly rewarded growth over capital returns as artificial intelligence spending accelerates.