Market News

The latest headlines moving the markets
Today
Stock Market Today: MRVL Spotlight, INTU Downgrade & PANW Earnings
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Anthropic During AI 'Mania:' Market Able to Stomach Blockbuster IPO?
Tuesday's Final Takeaways: JOLTS Report & STMicroelectronics
Meta’s AI Overhaul: The Push Toward Lean, High-Output Teams
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Bond Vigilantes Step In: Markets Tighten Without the Fed
Cracks in Labor Market Underneath Strong JOLTS
Crypto Market Spooked: MSTR Sells Bitcoin as Quantum Risks Emerge
Phil Palumbo on PANW & CRWD Outlook, MSFT & UBER Bull Cases
From Walmart to Dollar General: The New Era of Frugal Spending
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High-Conviction Investing Takes Center Stage With FITS ETF
Big Moves: AMZN & GOOGL Cloud Growth, INTC Buying on Down Days
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From Chatbot to Co-Pilot: AI’s Rapid Evolution in Wealth Management
Ca$htag$: ULTA Pressured by Sephora, ELF as Consumers Split
Quantum Computing Stocks to Watch: IBM, IONQ & QBTS
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AI Infrastructure Boom: HPE’s Surge, Juniper Upside, and the Dell vs. Cisco Battle
The Big 3: AAOI, KTOS, GE
Eddie Ghabour Warns of Summer Market Correction, Small Caps Could Be at Risk
PANW Earnings Preview: Paul Meeks on Cybersecurity Stocks, Anthropic Impact & CrowdStrike
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Global AI Trends to Watch After SK Hynix & Samsung Surge, China's AI Boom
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AI Mania Turns ‘Casino-Like’: Dollarhide Flags MRVL, HPE Stretch, Pushes 60/40 Reset
KG on April JOLTS Strength, Fading Rate Cut Hopes & AI Stock Rally
Rob Thummel on U.S. Opportunity in Oil Headwinds, Picks in VST, LNG & WMB
Tuesday's Morning Movers: VSXY & SIG Beat on Earnings, DG Mixed
Markets 'Starved for Headlines' on Iran & Significance of GOOGL $80B Stock Sale
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Joe Tigay's Market Playbook: AI, Infrastructure, and the Art of the Hedge
Rippy: Next Wave of Value Creation is Private
Options Corner: PANW Shares Hit Repeat Records into Earnings
Goldberg: Expect 'Hiccups' in Strong AI Trend, Look 'Below' Mag 7 Stocks
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Tech Leads Tuesday: HPE Earnings Surge, MRVL Gets NVDA Boost & GOOGL Equity Raise
Chart of the Day: INTU
Yesterday
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Market Matters: Shay Boloor on Next AI Boom, Recapping PLTR & DOCN Investments
Stock Market Today: NVDA & MU Continue AI Momentum & MGM Going Private
Monday's Final Takeaways: Crude Oil Climbing Again & SoftBank Shares Rally
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AI or Bust: Dean Quiambao on Who Wins the Next Wave of Public Markets
Nigam Arora on Pullback Signs in Market Mania & Ways to Protect Portfolios
PLTR, DELL & ORCL Positioning as Agentic AI Trends Grow
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How the VanEck BNB ETF (VBNB) Opens the Door to Digital Finance
Outlook for Oil Past Point of Return? Analyzing Headwinds & Tailwinds in Energy
Charts to Watch: SPX Pushing 7700, OXY, PSX
The AI Edge: Luke Lloyd on Software, Valuation, and What the Market Is Missing
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Eddie Best on SpaceX: $1T Potential and IPO Momentum
Ca$htag$: Dollar General (DG) Plays the Trade-Down Trend Into Earnings
Is MU Too Expensive? Examining Risks & Rewards in AI Memory Stocks
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Zscaler (ZS) CFO on Earnings, AI Opportunity in Cybersecurity & Symmetry Systems Acquisition
The Big 3: ANET, GLD, DG
AI vs. Reality: Ted Thatcher on Markets, GOOGL, and Rising Risks
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SPX Rally to Continue? Ed Yardeni Flags Hikes, Backs Energy
Dan O'Brien on HPE Earnings: AI & Industry Scarcity to Drive Profits
KG on Crude's Climb with New Energy Headwinds, BRK/B & MGM M&A Activity
Ways NVDA's RTX Spark AI Superchip Changes PC Industry
Movers to Watch in Fixed Income as Tech Leads Equity Euphoria
Options Corner: ARM Rockets to Record Highs
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Real Estate Headwinds & Tailwinds as American Family Dynamics Change
SPX Rally Narrows: Earnings, Jobs Report & Fed Add Tests to Bull Run This Week
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Jeffrey Katz: Market Euphoria Masks Consumer Risk, Credit Pivot Ahead
Monday's Morning Movers: BRK/B Buys TMHC, ZS Upgrade & DELL PT Surge
Trouble Brewing Private Credit? Craig Manchuck Says to Stay Defensive
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AI 'Overvalued?' Suzane Porske on 'Sixth Inning Stretch' of AI Buildout
Chart of the Day: IBM
NVDA RTX Spark Buoys Tech Trade as Bull Run Sees Technical Headwinds
Last week
Stock Market This Week: Tech Giants Surge on Earnings, AI Demand & Major Deals
Friday's Final Takeaways: Oil Prices Down & Memory Stocks Rally
Geopolitics and Oil: Aarathi Krishnan on the U.S.-Iran Disconnect
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Targeting Tumors: How AstraZeneca (AZN) is Transforming Precision Medicine
Tech Market leadership in First Inning of a Long Cycle?
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Looking Past the Headlines: Lance McGray on Inflation and Rates
From COST to DLTR: How Shoppers are Reshaping Retail
Charts to Watch: SPX, AKAM, QBTS
META & MSFT Lag in Mag 7: Angelo Zino Offers Bullish Rebound Case
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Tech Corner: Measuring MU Room to Run After Parabolic Rally
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Shiny Object Syndrome: Kevin Matthews II on Smarter Investing
Ca$htag$: AAPL Crushing It on Wall Street & Main Street
DELL Stock Soars After Earnings, AI Opportunity Shows No Signs of Slowing
The E-Commerce Surge: Owen Carr on Retail's Digital Shift
The Big 3: DELL, MU, RGTI
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Surviving the Melt-Up: Finding Real Value Beyond Big Tech
Global EV Market Breakdown: TSLA, LI & XPEV Outlook
DELL Impresses with Earnings Beat & Guidance Raise, Credits AI Demand
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Scott Nations: AI Trade Entering 'Mini Bubble' Territory
All Eyes on Inflation: U.S.-Iran War's Impact on Treasury Yields, Oil & Gas Prices
KG on Crude Oil Cautions & Rotation into PLTR After DELL Earnings
Fritz Foltz: Mega IPOs, Sticky Inflation, and the Case for Diversification
Friday's Morning Movers: OKTA Beats Earnings, NTAP Gaps to Record & S Plummets
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Scott Welch on Markets Defying 'Sell in May' and the Return of AI Momentum
HPE All-Time High Run into Earnings
From Legacy Tech to AI: Ways DELL Shows Significant Earning Strength
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Jay Woods on Stock Market's 'Run for the Ages' & Finding 'Floor' in Quantum Stocks
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MU, DELL & Other Massive AI Earnings Slow Inflation Concerns
Chart of the Day: DG
AI Adds Muscle: DELL Earnings Show Strong Beat & Raise, OKTA & MDB Flex Strength
Last month
Stock Market This Week: NVDA Buyback, SpaceX IPO & Quantum Stocks Rally
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Tech Corner: INTC A.I. Turnaround, Valuation in Question
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Bull v. Bear: IBM's Quantum Leadership in Early Innovation
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Friday's Final Takeaway's: Consumer Sentiment & New Fed Chair
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War in Iran Continues to Impact The Energy Market, Bonds & China Next Steps
NVDA Earnings & Ripple Effects Across the AI, Quantum Industries
The Evolution of SpaceX, Importance of Rocket Data & Starlink's Future
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AI, Fed & Strait of Hormuz Headwinds: Ahmed Riesgo's Cautious Market Take for 2026
David Aspell on KMLM ETF, Bonds & Portfolio Balancing in Peak Uncertainty
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Survey Director Behind University of Michigan Consumer Sentiment Explains Report
Charts to Watch: SPX Near All-Time High, LUNR & JOBY Momentum
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WMT Earnings, Attracting Diverse Consumers & Managing New Fed Policy
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Ca$htag$: RGTI Surges as Bulls Pile into Quantum Stocks
ROST Sees Short-Term Tailwinds & Long-Term Headwinds with Higher Inflation
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May's Consumer Sentiment Sinks: Rising Gas Prices Remain Biggest Culprit
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The Big 3: BE, APLD, AAPL
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Chris Vermeulen on SpaceX Excitement, Silver & Gold's Slowdown
Jharonne Martis Goes Inside Out on Retail, Highlighting WMT Options Trade
WDAY Margins Standout in Earnings, Company Fends Off AI Concerns
David Woo's AI Bear Case For AI, Mythos & Markets' Middle East Disconnect
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Economic Data & Tech's Parabolic Rally Test SPX Record Run
KG on Sliding Consumer Sentiment, U.S.-Iran Disconnect & Warsh's Fed
James Demmert Sees 8,100 SPX in 2026, Favors NVDA & AAPL in Mag 7
Friday's Morning Movers: ROST, DECK & TTWO Report Earnings
Future Outlook for Microcaps & Small Caps, Bigger Opportunities Ahead
Warsh to Start New Fed Chapter, World 'Lush with Crude Oil'
Options Corner: ZS Rebounds Ahead of Earnings
Google I/O Key Takeaways: Gemini's Growth, Smart Glasses & Ties to Space Economy
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Markets 'Wait and See' Fed Approach & Importance of FOMC Independence
Chart of the Day: ANF
This year
Stock Market Today: AAPL Earnings, SNDK/WDC Slide, META/MSFT Weakness
Thursday's Final Takeaways: Don't Overlook Ecodata & Energy Costs Amid Earnings Deluge
Stephen Sopko Explains AAPL 'Edge AI' Thesis
EARNINGS ALERT: AAPL
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Olivier Blanchard: Apple’s Steady Strategy Pays Off at a Pivotal Moment
EARNINGS ALERT: WDC, RDDT
Split ROI on Mag 7 AI Investments?
Rate Cut Hopes Dim as Sticky Inflation Forces a Rethink
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Simeon Hyman: Managing Tech Concentration as Earnings and Commodities Rise
Graham: SNDK Will Get Over 'Very High' Earnings Bar
Amazon Delivers Blowout Earnings as AWS and Margins Accelerate
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The Crypto Report: Bitcoin Eyes Breakout
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Why 'Higher for Longer' Rate Environment Could Linger
ROKU's Role in Streaming Landscape
META Falls Down as CapEx Spend Goes Up
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HIPO CEO on 1Q Results, Growth Outlook Ahead
The Big 3: COST, CVS & MPC
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Markets Chop as Earnings Reset Momentum Ahead of NVDA
The Morning Trade: SNDK & WDC
AI Patience Running Out Ahead of AAPL Earnings?
The Big Picture: Inflation vs AI Spend, Bitcoin Needs to Test $80K
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David Ballin: Earnings Strength and AI Profits Keep the Bull Case Alive
META Pressure, GOOGL Gains and a 'Mixed Picture' on Data
Structural Shift in AI Spending Race
QCOM Rally, RCL Regains Bookings Pace, LLY Soars
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AI Trade Positioning: What's the Next Move
Inflation Data Deep-Dive, Understanding Fed's Plan with Powell Sticking Around
Options Corner: AAPL Earnings Event Looms
Elevated Energy and Inflation: What's Next for the Fed
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Balancing AI Capex Spend with Higher Energy Costs
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Crypto Corner: The Year Bitcoin Went Mainstream
Geopolitical Shifts Fuel Defense, Tech and A.I. Growth
Final Takeaways from 2025
Options Corner: Alphabet (GOOGL)
2026 Housing Market Expectations: Wage Growth Bringing Buyers In?
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Swirski: Unemployment Angst Will Pressure Markets in 2026
ONDS Rallies on Defense Spending & New Contracts
Fed ‘On Hold’ For First Few 2026 Meetings, Opportunities Abroad Next Year
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McClean: A.I. Driven by ‘Animal Spirits’, META, GOOGL Compelling
The Case for Micron (MU) as the 2026 A.I. Leader
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Jay Woods’ 2026 Picks: XOM, FDX, ‘Cult Stock’ TSLA
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‘YouTube Has Become Television’: the Media Shake Up in 2026
Ca$htag$: Apple (AAPL) Strong Holiday Season
Moser: Small Cap Outperformance in 2026, Likes Biotech Including PCRX, SIBN
David Wagner’s 2026 Market Theme: 'American Psycho'
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Microsoft (MSFT) 2026: Azure AI & Corporate Adoption
The Big 3: UBER, INTC, OXY
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Inside Out: Software Sector Opportunities
Growth Drivers Changing into 2026, but Double Digit Returns Possible
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2026 Bond Market Returns May Lag 2025
‘Positive Signs’ in Jobless Claims, Tailwinds for Solar Energy in 2026
Ted Weisberg’s 2026 Picks & Wall Street Lessons: UAL, CB, META, BAC
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NYE Top Stories: GOOGL Price Target Hike, NKE CEO Buys Shares, Hyatt (H) Hurricane Impact
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David Dietze’s Stock Picks for the New Year: FISV, DEO, UNH
‘Strong’ Jobless Claim Numbers & Switchups in the Fed
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Nova Minerals CEO on Gold Rally
Options Corner: NFLX Record Viewership
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A.I. Leads to Cloudy Investment Outlook
New Year’s Eve Stock Movers: NVDA, TSLA
Chart of the Year: Nvidia in Review