News

Tesla will have product demos for the Cybercab, Semi and new Roadster planned within the span of a month. The stock edged lower Thursday.

Andrew Obin’s team came back from a key Washington conference with a new risk investors need to watch.

Morning Brief host Julie Hyman sits down with Yahoo Finance Breaking Business News Reporter Jake Conley and Washington Crossing Advisors senior portfolio manager Chad Morganlander to discuss the latest updates with the New York Times's (NYT) lawsuit against OpenAI (OPAI.PVT) and Microsoft (MSFT).

Stocks climbed Thursday as the 10-year Treasury yield fell below 5% and oil prices eased, partially reversing Wednesday's Fed-driven losses

Here's a check of the markets in the first few minutes of trading.

The benchmark US stock measures were tracking in the red before the opening bell Monday as traders a

Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.

Stock Market Today: The Dow Jones index rises Thursday ahead of a key inflation report. Nvidia chipmaker TSMC falls on August sales.

Asian shares were mostly higher in early Friday trading, as regional market sentiment got a boost from the rally on Wall Street, mostly from big technology stocks. Japan's benchmark Nikkei 225 rose 0.6% in morning trading to 64,622.33. Hong Kong's Hang Seng jumped 2.1% to 25,751.26, while the Shanghai Composite added 0.8% to 3,973.27.

Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.

MongoDB stock slid late Tuesday, after the database software company reported fiscal second quarter results.

Global bond markets are selling off heading into September, with yields in Japan hitting their highest level since 1996

Microsoft and other titans lifted the major indexes for the week, masking declines for small caps and many sectors as yields jump.

Zoom Communications (ZM) shares fell early Wednesday as the video communication platform provided a

Chamath Palihapitiya sees three converging forces that could choke off the AI infrastructure boom, and the companies with the most to lose are not the ones you might expect.

Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.

All three major US stock indexes were down in late-morning trading Thursday, as yields on Treasury b

Nvidia stock is in a base headed into earnings next week. Shares are above an early buy point of 224.76.

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U

(Bloomberg) -- Apple Inc. was downgraded to an underperform rating at Jefferies, in the latest example of growing bearishness toward the company.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Waver Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hormuz Deal Close But Its Conditions Must Be MetAnalyst Edison

The Dow Jones Industrial Average was down in late-morning trading Thursday, while the the S&P 500 an

Sandisk shattered Wall Street estimates for its fiscal fourth quarter as relentless hyperscaler demand for AI data storage triggered severe capacity bottlenecks and surging memory chip prices.

The storage and memory maker is scheduled to report fiscal fourth-quarter financials after the stock market closes on Wednesday.

On the latest episode of the AI Investor Podcast, 24/7 Wall St. Analyst Austin Smith opens with a puzzle: two companies are being treated in opposite ways for the same underlying behavior. Microsoft is up roughly 16% after Azure growth accelerated from 38% to 43%, with guidance pointing to 45–46%, vindicating a capex program the market had criticized. Meta, meanwhile, is down about 10% at roughly 20x earnings despite 28% top-line growth — and is being punished for the same infrastructure spending, even after Zuckerberg argued that Meta rents out compute at a markup over its cost. Co-host Eric Bleeker's answer is that both moves are likely overreactions, and that the real variable is what each company said versus what Wall Street wanted to hear. Microsoft delivered on message: Azure at a $124 billion run rate, 90% of cloud demand coming from outside the frontier labs, and no capex increase. He frames Microsoft's position as a prisoner's dilemma, since compute routed to Azure is compute unavailable for its own AI products, and argues Microsoft CEO Satya Nadella relented under pressure from prior quarters. He compares the market's discomfort with capex growth to Apple's mid-decade smartphone choppiness versus Google's steadier trajectory. Meta hit every wrong note: an EPS miss on one-time costs, decelerating guidance, Zuckerberg walking back the cloud-capacity revenue opportunity, and incremental compute directed toward Meta Superintelligence rather than the core ad business. Eric estimates the justified moves were only a few percent in either direction, with the rest attributable to PR and positioning. He credits Microsoft's software exposure as valuable diversification, but concludes the share-price gap doesn't reflect any real difference in business trajectory.

Apple (AAPL) asked a US judge for a preliminary injunction barring ChatGPT maker OpenAI and two form

Chip stocks have taken it on the chin lately, but worries about the AI trade don’t have to bring down the entire market. The S&P 500’s information technology and communications sectors fell 15% from June 1 through July 29, when the Federal Reserve announced it was holding the fed-funds rate steady, strategist Jim Paulsen wrote Monday on Substack. The overall S&P 500 ended up down less than 4%.

Microsoft faces an August 11 Copilot lawsuit deadline, days after the biggest one-day market cap gain in US history.

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

All three major US stock indexes were up in late-morning trading Thursday, rallying from Wednesday's

Meta Platforms stock cratered Thursday after a quarterly report that beat on revenue but raised serious questions about where billions in AI spending actually leads, and Wall Street's response was swift and brutal.