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US stocks: US market advances as Microsoft results ease AI spending fearsUS stocks opened higher on Thursday morning. Microsoft's strong forecast eased investor concerns about AI spending. Major indices like the ...
Microsoft beats Wall Street expectations with $90 billion in revenueMicrosoft reported robust quarterly earnings, exceeding analyst expectations significantly. The company's cloud computing platform, Azure, ...
GTA VI launch offers Sony boost amid chip cost pressuresSony anticipates significant gains from the upcoming Grand Theft Auto VI release. However, rising memory chip prices present a considerable...
US Stocks: US market edge lower ahead of Fed decision; chip stocks wobbleMajor stock indexes on Wall Street opened lower on Wednesday. Investors awaited the Federal Reserve's monetary policy decision amid Middle ...
Global Market | AI boom, market correction risks emerge as major credit threats: FitchRatings agency Fitch highlights AI boom and market correction as major global credit risks. Unprecedented AI spending and soaring valuation...
SK Hynix's record profit misses forecasts; shares slump 10% despite robust AI chip demandThe Nvidia supplier's quarterly operating profit soared more than sixfold to a record high, but it said delays in shipments of some advance...
Global Market Today: Oil jumps on renewed Middle East tension, US stock futures dipCrude oil prices surged and US equity futures declined following renewed Middle East conflict. American crude oil jumped nearly five percen...
US Stock Market: Equity funds see second week of outflows as big tech earnings, oil rally dampen sentimentU.S. equity funds saw a second week of outflows as caution ahead of big tech earnings and rising oil prices weighed on sentiment. Growth fu...
US stocks today: Nasdaq lags on angst over AI spending ahead of earnings reportsU.S. markets closed mixed as the Nasdaq declined on chip stock weakness driven by concerns over heavy AI spending, while the Dow rose and t...
A $100 question and all you need to know about markets for next weekGlobal markets face a pivotal week as the Federal Reserve, Bank of Japan and Bank of England meet against the backdrop of the Middle East c...
Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...
Global Market Today: Asian shares rise as chipmakers gain, oil climbsAsian shares advanced as regional chipmakers gained on artificial intelligence buildout expectations. Oil extended its rally after Houthi m...
US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returnsAmerica's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putti...
Analysis-AI investment boom puts Big Tech's free cash flow under pressureBig tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow g...
Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
Stocks priced for ‘sunshine and rainbows’ now face earnings testWall Street enters the second-quarter earnings season with expectations near record highs, leaving companies with little room for disappoin...