Motley Fool49d 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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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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Associated Press49d 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.
Reuters Videos49d 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>
GuruFocus.com49d agoneutral
S&P 500 Gains as Iran-Oman Deal Eases Oil FearsA fragile breakthrough could reshape inflation and rate expectations
Investor's Business Daily49d 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.
NYSE49d 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.com50d agoneutral
How Friday’s Jobs Report Could Push Treasury Yields LowerTreasury yields have given back some of their recent summer surge. What happens next will likely depend on the chances of a longer term peace agreement between the U.S. and Iran and the Federal Reserve’s reaction to Friday’s jobs report. Longer-dated 30-year paper, meanwhile, was marked at 5.176%, down around 8 basis points from last week’s peak of 5.25%, the highest since 2007.
Motley Fool50d agoneutral
The Federal Reserve's Initial August Inflation Forecast Has Arrived, and It Contains a Glaring Red Flag That Can Come Back to Bite Wall StreetA modest silver lining for headline inflation is overshadowed by one of the central bank's favorite inflationary measures.
Motley Fool51d agoneutral
Fed Chair Kevin Warsh Is Considering Fewer Annual FOMC Meetings, Which Would Be Disastrous for Wall StreetSacrificing additional transparency is a dangerous game to play.
Barrons.com51d agoneutral
CVS’s Turnaround Faces Its Next TestCVS Health reports earnings Wednesday, with analysts expecting another solid quarter and looking for potential guidance upside from its Aetna insurance and Caremark pharmacy-benefit businesses.
Motley Fool52d agoneutral
One Word Repeated 10 Times by Fed Chair Kevin Warsh Has Effectively Reshaped the Central Bank's Monetary Policy ApproachKevin Warsh delivers "shock" while leaving Wall Street in awe.
TheStreet52d agoneutral
JPMorgan makes surprising S&P 500 call after inflation shockWall Street’s nervousness over inflation and higher rates derailing the stock market was already on the radar. Elevated oil prices threatened to lift consumer prices and stoke fears of a Fed rate hike while pressuring tech stocks that had powered the market to record highs. The Nasdaq 100’s ...
Stocktwits53d agoneutral
Evercore Founder Roger Altman Touts Resilience Of US Market — Says Iran War, High Energy Prices Are Not Enough To Destabilize ItAltman said that the comments made by Federal Reserve Chair Kevin Warsh on the U.S. economy were “striking.”
Motley Fool53d agoneutral
The Federal Reserve Just Did Something That No One's Witnessed in 56 Years -- and It Has Significant Implications for the Stock MarketA Fed divided against itself cannot stand.
Motley Fool54d agoneutral
The Bond Market Just Called Fed Chair Kevin Warsh's Bluff on Interest RatesBond traders aren't counting on Warsh and the Federal Open Market Committee (FOMC) to sit on their proverbial hands for much longer.
Yahoo Finance54d agoneutral
The July jobs report, SpaceX earnings, and AI struggles: What to watch this weekInvestors step into another busy week, with the July jobs report and SpaceX earnings in focus.
Motley Fool55d agoneutral
President Donald Trump Just Threw the Federal Reserve Under the Bus Yet Again Over Interest RatesFed Chair Kevin Warsh and the Federal Open Market Committee (FOMC) are contending with elevated inflation, thanks in part to the president's policies.
Motley Fool55d agoneutral
Trump Says the Market Is Going to "Go Through the Roof." His Iran Escalation and New Tariffs Suggest Otherwise.The president isn't helping ensure his prediction about the stock market comes true.
Reuters Videos55d agoneutralVIDEO
Wall Street ends higher as Amazon soothes AI jitters<body><p>STORY: Wall Street ended higher on Friday, with the Dow adding more than half a percent, the S&P 500 gaining seven-tenths of a percent and the Nasdaq climbing one percent.</p><p>:: Amazon</p><p>Amazon surged more than 15% after the tech giant posted its biggest quarterly revenue growth in over four years. Its results, along with a similar report from Microsoft this week, alleviated investor concerns about potential overspending on AI data centers.</p><p>Meanwhile, shares of Apple tumbled more than 7% after a disappointing forecast showed that the iPhone maker was struggling to secure enough components, as the AI-driven data center boom strains global supply chains.</p><p>Friday marked the end of a bumpy week for stocks that included a Fed policy meeting in which the central bank left rates unchanged - but with three dissenters pushing for a 25 basis point hike.</p><p>Dean Smith is chief strategist & portfolio manager at FolioBeyond.</p><p>"I think there was a decent case to be made that a hike is in order. Inflation, we had a slightly softer print on the most recent one, but inflation is now running well above Fed's 2% stated target. It's higher now than it was a year ago and it seems to be reaccelerating. [FLASH] So it was a close call probably, but I think, you know, if I had been on that voting committee, I would have voted for a rate hike as well."</p><p>:: Archive</p><p>Other stocks on the move Friday included Monolithic Power Systems, which rose more than 8% after forecasting third-quarter revenue above estimates.</p><p>But shares of GoDaddy slid nearly 17% after the domain registrar narrowed its annual revenue forecast.</p></body>
Reuters56d agoneutral
Teetering US stock market faces jobs report, big earnings weekBy Lewis Krauskopf NEW YORK, July 31 (Reuters) - U.S. employment data and a batch of corporate results this coming week will keep equity investors on edge over the direction of the stock market, which
Motley Fool56d agoneutral
The Federal Reserve's Latest Interest Rate Decision Featured Something We Haven't Seen in 10 Years, and It Should Rightly Worry Wall StreetFederal Open Market Committee (FOMC) dissension just reached a new (and dubious) milestone.
GuruFocus.com56d agoneutral
Dow, S&P 500, Nasdaq Gain After Inflation Surprise Calms InvestorsWall Street Gains Momentum as Inflation Cools and Bond Yields Retreat
Barrons.com57d agoneutral
Stocks Bounce Back From Fed Day TurmoilStocks kicked off Thursday’s trading session higher, reemerging from the carnage of Wednesday’s selloff. The S&P 500 was up 0.9%, while the Nasdaq Composite rose 1.6%. Rosenberg Research’s Dave Rosenberg described the moves as “a weak stock-market bound on shaky ground,” nodding to the major averages’ “precarious technical positions,” yesterday’s rise in bond yields, and oil price spikes.