Bloomberg's Ed Ludlow breaks down why fears about the AI trade are resurfacing after South Korean data center firm Elice plunged 32% in its market debut. Plus, Anthropic is in talks with Nscale for a massive new computing deal that could be worth as much as...

The AI infrastructure buildout, driven by OpenAI and Anthropic, is the largest in U.S. history by GDP share. Both OpenAI and Anthropic are unprofitable, relying on massive future capital raises and circular financing.

Cybin Inc. (HELP) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Michelin posts a slight drop in sales on lower tyre volumes

US stocks have continued to climb, but the gains have been far from uniform. In most sectors, a majority of companies have trailed the index.

BlackRock's Bitcoin ETF took in $665 million on Monday, its largest single day since October 2025. Fidelity and Grayscale saw outflows the same day, and Bitcoin stayed stuck between $82,000 and $83,000.

Industrials, via XLI, are showing robust fundamentals with expanding factory activity, rising backlogs, and strong order growth, positioning the sector attractively ahead of earnings season. Backlogs and survey data indicate demand outpacing shipments, sugg...

Energy stocks have been the standout performers in 2026, soaring far ahead of every other sector, including technology. Yet, tech remains the primary force behind the S&P 500's advance because it carries a much larger weight than energy in the market ca...

AI-driven growth is highly concentrated in S&P 500 earnings, with Nvidia, Micron, and Broadcom expected to deliver near triple-digit growth. Valuation discipline is critical; high expectations and premium multiples in names like Tesla and Apple limit up...

ASX explores co-packaged optics as AI data centers demand faster data transfer, with initial low-volume launches potentially beginning by late 2026.

I remain cautious on broad S&P 500 (SPY) exposure due to high concentration risk and AI-driven capital expenditure pressures. Rising Treasury and corporate bond yields, fueled by AI investment, threaten equity valuations as the equity risk premium compr...

Oasis Management is paying the consulting fee to the former Disney CEO, one of the activist investor's four nominees to the ski company's board of directors.

Joe Amato, Neuberger president and CIO, joins 'Squawk Box' to discuss the latest market trends, state of the AI trade, and more.

Contracts to purchase previously owned US homes plunged to a record ​low in September as rising ‌mortgage rates depressed demand for housing.

Pending home sales in September dropped 7.3% from August and were down 11.3% year-over-year. Housing starts fell 4.56% to 859,000 annualized.

Modest Q3 Gains as Participation Narrows and Yields Hit Multi-Decade Highs Despite rising Treasury yields, persistent inflation, and the Fed's first rate hike since July 2023, the S&P 500 Index posted a 2.3% gain in Q3 amid strong corporate earnings and...

Key Takeaways The future economy now sets the price of money. AI capital spending, government borrowing, and today's economy draw on one pool of savings.

US stocks opened lower on Tuesday as artificial intelligence-linked shares came under renewed selling pressure and oil prices climbed amid geopolitical tensions. Investors also looked ahead to a busy earnings calendar, with results from major companies expe...

Market fears have finally intensified, especially in tech and AI-related sectors, but S&P 500 fundamentals remain robust with over 80% of companies beating Q3 earnings estimates. Rotation from tech into undervalued sectors like financials, industrials, ...

Global diesel and refined product shortages are mounting due to Middle East disruptions and Ukrainian attacks on Russian refining capacity. IEA emergency diesel releases will end by year-end, likely triggering a diesel price spike and a demand destruction e...