Stock Market News

These nontech stocks can ride the AI build-out for years

Massive spending on data centers and AI infrastructure can benefit “HALO” companies: hard assets, low obsolescence.

16 minutes ago - Market Watch

Why Is the Stock Market Up Today, 8/13/26?

Both the S&P 500 (SPX) and the Nasdaq 100 (NDX) are rallying higher on Thursday, with the former climbing above 7,800 for the first time. Equities received a boost after…

1 hour ago - TipRanks

Cleveland Fed President Says Central Bank Must ‘Act Now' to Bring Down Inflation

Cleveland Fed President Beth Hammack has called out the high level and persistence of inflation.

1 hour ago - Barrons

Dan Ives Talks New Moves in the AI Revolution

After leaving Wedbush, Dan Ives has launched a new merchant bank that he says will deliver the same research he's known for, but with people who want to innovate and grow in this "Fourth Industrial Re...

1 hour ago - Bloomberg Markets and Finance

Fed’s Hammack Urges Officials to “Act Now” on Higher Rates

Cleveland Fed President Beth Hammack said Thursday that the central bank should raise interest rates in order to bring inflation down to the 2% range. “My view is that we…

1 hour ago - TipRanks

Morning Call Sheet: AI price wars collide with cooling inflation

Steve Grasso, CEO of Grasso Global, Peter Tchir, Head of Macro Strategy at Academy Securities, and Jose Torres, Senior Economist at Interactive Brokers, discuss AI price wars, cooling inflation, Fed c...

1 hour ago - CNBC Television

S&P 500 Rallies as Rate Hike Odds Drift Lower

The S&P 500 (SPX) is trading higher on Thursday as rate hike expectations take another turn lower following new economic data. The Bureau of Labor Statistics (BLS) published July’s Producer Price Inde...

2 hours ago - TipRanks

US PPI Cools More Than Expected, Easing Pressure on Fed

US wholesale inflation decelerated in July by more than estimated as energy and food costs fell, likely giving the Federal Reserve more time to assess price pressures at upcoming meetings. Initial job...

2 hours ago - Bloomberg Markets and Finance

Dow opens higher as softer PPI and falling oil lift Wall Street mood

US stocks opened higher on Thursday as easing oil prices and softer-than-expected producer inflation boosted investor sentiment, strengthening expectations that the Federal Reserve will leave interest...

2 hours ago - Invezz

PPI Follows CPI Trend of Cooling Inflation: What Does it Mean for Fed?

More reprieve for investors worried about inflation hit the tape Thursday morning when PPI came in cooler than expected. Kevin Hincks takes a deep dive into the report and points to key metrics signal...

2 hours ago - Schwab Network

Dow Jones Climbs on Unexpected PPI Inflation Print

The Dow Jones (DJIA) opened Thursday in the green following an inflation update from the Bureau of Labor Statistics (BLS). In July, the Producer Price Index (PPI) was unchanged from the…

2 hours ago - TipRanks

U.S. Enlists Private Sector in Cyber Battle

Good morning. Citing a growing threat posed by transnational criminal organizations, President Trump on Wednesday signed a memorandum that enlists the help of the private sector.

2 hours ago - WSJ

Fed should raise rates to restrain growth and inflation, Hammack says

Cleveland Federal Reserve Bank President Beth Hammack on Thursday reiterated ​her view that the U.S. central ‌bank should raise rates immediately to bring down too-high inflation and restrain business...

3 hours ago - Reuters

Kaplan on Rate Hikes, Warsh at Jackson Hole

Former Dallas Fed President and Goldman Sachs Vice Chair Robert Kaplan says the Federal Reserve was right to hold rates in July. He also says Fed Chairman Kevin Warsh needs to give some more details a...

3 hours ago - Bloomberg Markets and Finance

U.S. Jobless Claims Rose Again Last Week

The number of people who filed for unemployment benefits was 209,000 in the week through Aug. 8, higher than the 204,000 claims expected by economists.

3 hours ago - WSJ

5 Things to Know Before the Stock Market Opens on Thursday

Stock futures are slightly higher as investors await the release of more inflation data; the Producer Price Index report is expected to show that wholesale inflation picked up last month; Anthropic is...

3 hours ago - Investopedia

U.S. Producer-Price Index Unchanged in July

The producer-price index was flat in July, after falling by 0.1% in June, as energy prices edged down, the Labor Department said.

3 hours ago - WSJ

Stock Futures Mixed as Traders Assess July PPI

U.S. stock futures traded mixed on Thursday morning as investors assessed July’s Producer Price Index (PPI) data. Wholesale prices were flat in July against economists’ expectations of a 0.2% increase...

3 hours ago - TipRanks

Wholesale inflation flattens out in July and price pressure ease

Wholesale prices were flat in July and inflation pressures in the guts of the economy also eased, adding to recent evidence of a slowdown in the rising cost of living.

3 hours ago - Market Watch

Wholesale prices were flat in July, below expectations for 0.2% increase

The producer price index was flat in July compared to expectations for a 0.2% increase. Core PPI rose 0.2%, below the 0.3% forecast. PPI measures wholesale inflation and was the latest measure to show...

3 hours ago - CNBC

China expert Gordon Chang predicts how war in East Asia could begin

Gordon Chang joins 'Mornings with Maria' to discuss China's military buildup, Russia's support, AI cyberattack threats to Taiwan, and the race for AI dominance involving NVIDIA and COMAC's challenge t...

3 hours ago - Fox Business

The AI boom is not just driving stocks — it's also moving the foreign-exchange market

Interest-rate differentials, inflation trends and trade balances are usually thought of as drivers of foreign-exchange movement — but increasingly, the drivers in the currency market are companies loo...

3 hours ago - Market Watch

Open USD & the Repricing of Stablecoin Economics

The consortium behind Open USD is not competing on demand. It is competing on who keeps the reserve income.

3 hours ago - ETF Trends

Navarro Says Countries Are Helping China Avoid Tariffs

US customs officials are being overwhelmed by countries that are helping China avoid tariffs, White House trade adviser Peter Navarro says. He says the Trump administration is using artificial intelli...

4 hours ago - Bloomberg Markets and Finance

Kaplan Says Fed Right Not to Raise Rates in July

Robert Kaplan, Goldman Sachs Vice Chairman and former Dallas Fed President, says the Federal Reserve was right to not raise interest rates at the meeting in July. He speaks on "Bloomberg Surveillance.

4 hours ago - Bloomberg Markets and Finance

Whatever the Fed is doing has not been working, says Verdence's Megan Horneman

Megan Horneman, Verdence Capital Advisors CIO, joins 'Squawk Box' to discuss the latest market trends, the Fed's inflation fight, interest rate outlook, and more.

4 hours ago - CNBC Television

Stock Markets Beware: AI Funding Plans Have Shades of the Financial Crisis

Cisco benefits from AI demand, Musk is optimistic about Starlink, inflation hasn't thrown cold water on stock market rally, and more news to start your day.

4 hours ago - Barrons

A Problem for Bonds: They Aren't Responding to Softer Inflation Data

A sale of 10-year notes drew the highest government costs since 2007 this week.

5 hours ago - Barrons

Morning Bid: Brief relief

What matters in U.S. and global markets today. There were no fireworks in the July consumer inflation report, offering marginal relief to markets wary of ​an upside surprise.

5 hours ago - Reuters

Wall St futures tick higher as oil retreats ahead of inflation data

Futures tied to Wall Street's main ​indexes inched higher on Thursday as crude oil prices fell and investors awaited producer-price inflation ‌data for clues on inflation and the Federal Reserve's int...

5 hours ago - Reuters

Inflation Protection Is on Sale

While far from perfect, these government bonds look like a bargain—at least for the near term.

6 hours ago - WSJ

The Jobless Boom Has Arrived

The stock market thinks the economy is accelerating. Don't expect jobs to follow. Patrick Collison, chief executive of digital payments company Stripe, recently polled his 1.5 million followers on X a...

6 hours ago - WSJ

U.S. Futures Edge Higher After Subdued Inflation Data

Stock futures were higher, but oil, Treasury yields, and gold were all lower as investors weighed signs of cooling U.S. inflation that might allow the Fed to hold rates.

6 hours ago - WSJ

The latest rally has energized the stock market but left the credit market concerned

Options traders are chipper about equities but wary of debt

7 hours ago - Market Watch

U.S. inflations slows in July

July's U.S. inflation slows down to come in at 3.4 per cent with the core print falling to 2.5 per cent. Markets now expect the September rate decision to remain on hold.

7 hours ago - CNBC International TV

Treasury yields dip as Wall Street awaits wholesale inflation data

The yield on the 10-year U.S. Treasury note — the key benchmark for U.S. government borrowing — fell over one basis point to 4.674%.

7 hours ago - CNBC

Stock Market Today: Stock Futures Tick Higher

U.S. stock futures are ticking higher this morning and government bond yields are retreating slightly on growing expectations that the Federal Reserve won't raise rates imminently.

7 hours ago - WSJ

The Hidden Red Flag in Wall Street's Price Targets

Nvidia and other tech stocks have a wide “dispersion” of price targets. Why that could be a problem for investors.

9 hours ago - Barrons

Stock Futures Mixed as Investors Await PPI Data

U.S. stock futures were mixed ahead of Thursday’s session as investors awaited the release of the July Producer Price Index (PPI) data due this morning. The PPI measures what wholesalers…

10 hours ago - TipRanks

Asian Currencies Consolidate; May Be Supported By Fed Rate-Cut Prospects

Asian currencies consolidated against the greenback, but may be supported by Fed rate-cut prospects.

13 hours ago - WSJ

‘Hormuz remains blocked': Iran disputes Trump claims as traffic sinks to near 3-month lows

The Persian Strait Gulf Authority said "the Strait of Hormuz remains blocked and will not be reopened until Iran's conditions are accepted." This comes after U.S. President Donald Trump said that the ...

13 hours ago - CNBC

Tariff Refunds Are Here—and Turbocharging Earnings

Apple, Nike and FedEx are just some of the companies that are recovering big sums relatively quickly.

14 hours ago - WSJ

Tariff refunds have begun rolling in to big U.S. companies—in some cases providing a solid boost to earnings

Apple, Nike and FedEx are just some of the companies that are recovering big sums relatively quickly.

14 hours ago - WSJ

Goldman says Japan's $1 trillion of reserves leaves 'plenty of capacity' for further yen interventions

Japan has enough cash at its disposal for a couple more rounds of yen-buying on the scale of last month's intervention, Goldman Sachs said. Whether Tokyo pulls the trigger again hinges on the rate dif...

14 hours ago - CNBC

Eddie Ghabour Sees Fed Roadblocks Ahead, "Healthy" SPX Equal Weight Rally

Eddie Ghabour is surprised the 10-year yield has not moved much and believes the Fed still has a long road ahead even though CPI shows inflation moving in the right direction. He expects Fed Chair Kev...

16 hours ago - Schwab Network

Review & Preview: Hold Please?

Price Cut. A softer inflation report that was in line with expectations helped boost stocks today, but overall, it was another fairly uneventful session after a quiet start to the week.

16 hours ago - Barrons

U.S. Stock Futures Near the Flatline Ahead of Another Key Inflation Report

U.S. stock futures were flat on Wednesday evening as traders looked forward to another key inflation report. Futures on the Nasdaq 100 ($NDX) and the S&P 500 Index ($SPX) were down 0.13% and 0.02%, re...

17 hours ago - TipRanks

What July CPI Means for Crypto & Clarity Act's Second Wind

@CharlesSchwab's Adam Lynch returns to this week's Crypto Corner to address what the July CPI report means for cryptocurrencies. He dials back on his previous comment that the "Clarity Act is pretty m...

18 hours ago - Schwab Network

Bank of America Securities' Aditya Bhave reaffirms Fed rate hike call

Aditya Bhave, BofA Securities Head of U.S. Economics, joins 'Fast Money' to explain his call the Federal Reserve should hike rates three times this year.

18 hours ago - CNBC Television

Inside the Consumer Price Index: July 2026

Inflation affects everything from grocery bills to rent, making the Consumer Price Index one of the most closely watched economic indicators. What does inflation mean at the micro level — specifically...

18 hours ago - ETF Trends

Market Close: Mixed Stocks, US Deficit Surges, Inflation Tame • 8/12/26

CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More.

19 hours ago - CNBC Television

Wednesday's Final Takeaways: Norway Sovereign Wealth Fund's Tech Boost & Tecent Sell-Off

Sam Vadas takes investors through her top takeaways of the session by focusing on international movers, from record profits in the Norway Sovereign Wealth Fund to Tencent's post-earning sell-off. ====...

19 hours ago - Schwab Network

U.S. Stocks Mixed After Inflation Data

U.S. stocks were mixed as deadlock in the Middle East offset relatively benign consumer-inflation data and an artificial-intelligence earnings bonanza.

19 hours ago - WSJ

Markets Get Inflation Relief

Inflation came in as expected, cooling slightly. The consumer price index was up 3.4% in July from a year earlier, the Labor Department said Wednesday. That was lower than June's 3.5% reading.

19 hours ago - WSJ

Stock Market Today: SPY, QQQ Advance as Tame Inflation Print Tempers Rate Hike Odds

Both the S&P 500 ETF ($SPY) and the Nasdaq 100 ETF ($QQQ) closed higher on Wednesday as investors reacted positively to Consumer Price Index (CPI) data. News That Moved the Stock Market…

19 hours ago - TipRanks

Dow ends lower as S&P 500, Nasdaq gain on AI stocks and softer CPI

US stocks finished mixed on Wednesday as gains in artificial intelligence infrastructure companies and a benign inflation report lifted the S&P 500 and Nasdaq, while the Dow Jones Industrial Average c...

19 hours ago - Invezz

'Teflon' Inflation Won't Stick, JPMorgan's Kelly Says

David Kelly, JPMorgan Asset Management's chief global strategist, sees a disinflation trend in the US stemming from lower tariff costs and oil eventually flowing out of the Strait of Hormuz. Speaking ...

19 hours ago - Bloomberg Markets and Finance

Fed Will Stay on Hold in September, Pimco's Wilding Says

Pimco Economist Tiffany Wilding reacts to the latest US consumer price report and what it means for Federal Reserve monetary policy. She speaks on "Bloomberg Surveillance.

19 hours ago - Bloomberg Markets and Finance

S&P 500 Top Stock Gainers Today, 8/12/26

The S&P 500 (SPX) closed higher on Wednesday following a Consumer Price Index (CPI) update from the Bureau of Labor Statistics (BLS). Let’s break down the sectors behind the performance. Today’s Top-P...

20 hours ago - TipRanks

Investors are still excited about equities, says Norton of Empower

Underlying US inflation was subdued in July, likely easing pressure on the Federal Reserve to raise interest rates. Marta Norton, Chief Investment Strategist at Empower, reacts to the CPI data.

20 hours ago - Bloomberg Markets and Finance

Positioning for Big Tech's next move

The Investment Committee debate whether it's time to get more bullish.

20 hours ago - CNBC Television

Why Are Gold and Silver Up Today, 8/12/26?

Both gold (XAUUSD) and silver (XAGUSD) are trading higher on Wednesday after tame Consumer Price Index (CPI) data from the Bureau of Labor Statistics (BLS) sent interest rate hike expectations lower. ...

21 hours ago - TipRanks

Market At Record Highs — Nancy Tengler Says To Keep Buying These Names

Even at record levels, Nancy Tengler says the opportunity isn't over. She lays out the infrastructure and cybersecurity plays she's leaning into for the second half of 2026.

21 hours ago - The Street

U.S. budget deficit surged in July to highest level since March 2021

The U.S. budget deficit totaled $432.3 billion in July, the highest since March 2021. In addition to the single-month move, the year-to-date total for the government's fiscal year has now surpassed th...

21 hours ago - CNBC

Inflation eased slightly to 3.4% in July, but energy prices are still high

U.S. inflation slowed last month and a measure of underlying price pressures also cooled, suggesting higher oil and gas prices from the Iran war are only having a limited impact on broader costs in th...

22 hours ago - Fast Company

Toronto Stock Exchange Hits Record High as Oil Prices Rise

The country’s economy is on an upswing too.

22 hours ago - TipRanks

Why The Fed Will Raise Rates In September Despite Cooler CPI

Despite a slightly cooler inflation report, showing the Consumer Price Index up 3.4% annually and core inflation at 2.5%, the Federal Reserve is still likely to raise interest rates in September. Anal...

22 hours ago - Forbes

The Market's August Rally Is Sizzlin'—and Inflation Won't Throw Water on It

Rising prices and a soft labor market give the Fed a pass on doing anything with rates. And that's absolutely fine with Wall Street.

22 hours ago - Barrons

Here are five key takeaways from the July CPI inflation report

Readings for July on the prices consumers pay for goods and services came in pretty much on target.

22 hours ago - CNBC

This Veteran Strategist Says the ‘No-Brainer' Stock Hedge Is Gone. What to Buy Instead.

AllianceBernstein strategist Inigo Fraser Jenkins says the era of using 10-year U.S. bonds as an easy way to diversify stock portfolios is over. Possible diversifiers: Base metals and energy.

23 hours ago - Barrons

Dow Jones Today: DJIA Steady as CPI Inflation Report Slashes Rate Hike Expectations

The Dow Jones (DJIA) is trading slightly higher on Wednesday as investors digest a Consumer Price Index (CPI) update from the Bureau of Labor Statistics (BLS). The CPI rose 0.1% month-over-month in…

23 hours ago - TipRanks

Fed is still ‘inflation-first' after cooler CPI, but weak jobs report means it's no longer ‘inflation-only' – Natixis

Wednesday morning's CPI report is proof that broad inflationary pressures are easing, but while the Federal Reserve is likely to remain focused on inflation between now and the September meeting, last...

23 hours ago - Kitco

Strait of Hormuz ship traffic near three-month low as U.S.-Iran deal in doubt

Ship transits through Hormuz hit a five-day average of around 13 on Tuesday, near a three-month low, according to data from Kpler. Iran said Tuesday it will not agree to fully open the strait until th...

23 hours ago - CNBC

Inflation Eased Slightly in July, but Prices Remain Elevated as War Drags On

Though energy prices fell last month after their spring surge, other factors pushed up costs as the Fed considers raising interest rates.

1 day ago - NYTimes

July's inflation report was close enough to expectations to ease pressure on the Federal Reserve to raise interest rates next month without resolving much about the outlook beyond that

The consumer-price index came in as expected: not soft enough to take a rate increase off the table, not firm enough to force one.

1 day ago - WSJ

Inflation Eased Slightly in July but Prices Remain Elevated as War Drags On

Though energy prices fell last month after their spring surge, other factors pushed up costs as the Fed considers raising interest rates.

1 day ago - NYTimes

Nancy Tengler on "Economy in Transition" & Earnings "Not Slowing Down Yet"

Earnings and productivity improvements will continue to add muscle to the stock market, says Nancy Tengler. She explains how AI is creating an "economy in transition" that's causing some employment di...

1 day ago - Schwab Network

Small investors became a major stock market force. Now, they risk getting pushed back into the dark

Retail investors' access to information could take a hit at a time when they are more important than ever in financial markets.

1 day ago - CNBC

Morning Call Sheet: AI boom accelerates as leverage risks build

William Lee of Global Economic Advisors, Marko Papic of BCA Research and Jeff Kilburg of KKM Financial discuss the AI capex boom, rising leverage risks and the outlook for Fed policy.

1 day ago - CNBC Television

Why Is the Stock Market Up Today, 8/12/26?

Both the S&P 500 (SPX) and the Nasdaq 100 (NDX) are in the green on Wednesday after July’s Consumer Price Index (CPI) pointed to easing inflation. The CPI rose 3.4%, down…

1 day ago - TipRanks

New York Fed data shows K-shaped economy isn't over yet—even if Trump's treasury secretary says it is

Data from the Federal Reserve Bank of New York is shedding new light on the current state of the American economy.

1 day ago - Fast Company

Trump Says US Controls the Strait, But Talks Continue

President Donald Trump claimed the US had “total control over the Hormuz Strait,” saying “We own it” and that Iran's actions will be met with force. Talks appear to be deadlocked as each side hardens ...

1 day ago - Bloomberg Markets and Finance

Rate Hike Odds Sink Following July’s CPI Inflation Data

Rate hike expectations are slipping lower after July’s Consumer Price Index (CPI) came in as expected. On an annual basis, CPI rose 3.4%, while core CPI climbed 2.5%. Core CPI excludes…

1 day ago - TipRanks

Trust, but hedge: Quietly violent summer lingers as bulls buy crash protection

It's been a wild summer for stocks, even if it may not feel like it at surface level: the S&P 500 is back at an all-time high, and volatility measured by the Cboe VIX Index is near year-to-date lows. ...

1 day ago - CNBC

Trump Eyes Capital Gains Tax Reduction ahead of Midterm Elections

President Trump is considering lowering the capital gains tax for stock sales in an attempt to gain traction with voters ahead of November’s midterm elections. Larry Kudlow, who served as…

1 day ago - TipRanks

Dow rises as CPI meets estimates, AI earnings lift US stocks higher

US stock indexes opened higher on Wednesday after a largely in-line inflation report reinforced expectations that the Federal Reserve could leave interest rates unchanged next month, while strong earn...

1 day ago - Invezz

In-Line CPI Offers Relief for Stock Market, Strait of Hormuz Remains Wild Card

CPI hit in-line with Wall Street estimates, though Kevin Hincks says there's more to watch underneath the key headline numbers. He guides investors through the print and the market's breath of relief ...

1 day ago - Schwab Network

The CPI and Inflation, Explained

Here's how the consumer-price index is put together, and the ways economists study this and other indicators to track inflation.

1 day ago - WSJ

Inflation Rose As Expected In July—But Not Enough To Force An Interest Rate Hike, Analysts Say

Consumer prices rose as expected in July, according to Federal data published Wednesday, as analysts projected an in-line inflation report would likely persuade the Federal Reserve not to raise intere...

1 day ago - Forbes

US July Core CPI Rises 0.2%, Easing Pressure on Fed

The US consumer price index rose by 0.2% which was bang in line with forecasts. Prices rose by 2.5% from a year earlier, matching the slowest pace since March 2021. Energy, gas and grocery prices all ...

1 day ago - Bloomberg Markets and Finance

Dow Jones Rebounds on Encouraging CPI Inflation Data

The Dow Jones (DJIA) is set to open higher on Wednesday following an inflation update from the Bureau of Labor Statistics (BLS). In July, the Consumer Price Index (CPI) rose 0.1% month-over-month, in ...

1 day ago - TipRanks

The $30 trillion Treasury market is facing a painful reckoning. How rising yields could squeeze your portfolio.

The roughly $30 trillion Treasury market — widely seen as the bedrock of the global financial system — is facing a dangerous reckoning driven by a perfect storm of rising risks.

1 day ago - Market Watch

July inflation eases to 3.4% – likely keeping the Fed split on interest rates for now

The Consumer Price Index rose 3.4% in July over the past 12 months, cooling slightly from 3.5% in June, the Bureau of Labor Statistics said Wednesday.

1 day ago - New York Post

Inflation cooled in July but remained elevated as Fed weighs rate hikes

The Labor Department released the consumer price index (CPI) for July which showed that inflation cooled, even as the pace of price growth remained elevated.

1 day ago - Fox Business

Stock Futures Rise as Investors Assess July CPI and Middle East Uncertainty

U.S. stock futures edged higher on Wednesday morning as the Consumer Price Index (CPI) rose 0.1% in July, in line with expectations. Excluding food and energy, core CPI rose 0.2% and…

1 day ago - TipRanks

US inflation cooled slightly to 3.4% in July, according to latest data

Energy is cheaper than at its peak in late April, but gas is still nearly $1 a gallon more expensive than before the Iran war

1 day ago - The Guardian

Consumer prices rose 0.1% in July, as expected, putting the annual rate at 3.4%

A key inflation reading Wednesday showed prices moderating across a range of goods and services, possibly taking the urgency out of an imminent interest rate hike.

1 day ago - CNBC

Yardeni Says He Hasn't Been Bullish Enough on Earnings

Ed Yardeni, president of Yardeni Research, says earnings are driving the markets higher. He talks about raising his year-end forecast for the S&P 500 from 8,250 to 8,400.

1 day ago - Bloomberg Markets and Finance

The inflation rate cooled to 3.4% in July, the Labor Department said Wednesday, lower than analysts' expectations

The inflation rate cooled to 3.4% in July, the Labor Department said Wednesday, lower than analysts' expectations.

1 day ago - WSJ

Persistent Inflation Pressures in Focus

The Consumer Price Index for July will show how higher energy prices are rippling through the U.S. economy.

1 day ago - NYTimes

We're 'absolutely' in an AI bubble right now, says Lead Edge Capital's Mitchell Green

Mitchell Green, Lead Edge Capital founding partner, joins 'Squawk Box' to discuss the state of the AI boom, AI capex spending, whether record tech investments will delivery a return on equity, and mor...

1 day ago - CNBC Television

A Falling Yen Is Testing Japan's Resolve and Stoking Risks for U.S. Markets

Japan's yen extended its recent decline, falling back to a level that could trigger a fresh round of intervention from government officials that has the potential to roil U.S. stocks during the tradit...

1 day ago - Barrons

This week's solar eclipse could make stocks go down. No, really.

The eclipse on Wednesday is unlikely to lead to the end of the bull market. But could have some impact on investors.

1 day ago - Market Watch

Benign Inflation Data Would Reduce Urgency Around September Rate Rise

The latest Consumer Price Index report will either help to reinforce patience or compel officials to more readily consider lifting borrowing costs.

1 day ago - NYTimes

Nasdaq futures jump ahead of CPI report: 5 things to know before Wall Street opens

US stock futures edged higher on Wednesday as investors braced for a July inflation report that could reset expectations for the Federal Reserve's September meeting, while strong AI infrastructure ear...

1 day ago - Invezz

We're biased in favor of growth and U.S. equities continuing to lead, says RBC's Lori Calvasina

Lori Calvasina, RBC Capital Markets head of U.S. equity strategy, joins 'Squawk Box' to discuss the latest market trends, earnings season takeaways, and more.

1 day ago - CNBC Television

Energy Prices Expected to Fall in Latest Inflation Data

The war with Iran injected volatility into the oil and gas market, with prices rising and falling in concert with the conflict.

1 day ago - NYTimes

The Morning Risk Report: Judge Dismisses Adani Fraud Charges

Good morning. A federal judge granted the Justice Department's request to drop fraud charges against Indian energy magnate Gautam Adani and his nephew, Risk Journal's Max Fillion reports, in an opinio...

1 day ago - WSJ

Mortgage rates finally stop rising, causing demand to trickle back

The average contract interest rate for 30-year fixed-rate mortgages with conforming loan balances, $832,750 or less, decreased to 6.77% from 6.81% Applications to refinance a home loan rose 5% for the...

1 day ago - CNBC

AI's costly buildout complicates the Fed's inflation fight

Silicon Valley leaders argue AI will eventually lower costs and boost productivity. For now, AI infrastructure spending is pushing up prices for electricity, chips, software and data-center capacity.

1 day ago - CNBC

Citadel Securities called the stock-market reset. Now it says leverage may build up again.

Strategist Scott Rubner says a growing list of stock-market buyers are pushing it in a positive direction, notably big hedge funds and institutional managers.

1 day ago - Market Watch

Stock Markets Face a Lose-Lose on Inflation From an Unlikely Threat

Lumentum's red-hot earnings revive the AI trade, this crypto platform is buying gold like a central bank, Quantinuum's results, and more news to start your day.

1 day ago - Barrons

How the Bond Market Inflated Powerball

There's the Magnificent Seven, and then there are dozens of smaller, riskier companies in their financial orbit. Two of them, CoreWeave and Super Micro Computer, exceeded expectations in their quarter...

1 day ago - WSJ

AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust

A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital with a short payback schedule.

1 day ago - Market Watch

Stock Market News Today, 8/12/26 – Futures Edge Higher Ahead of CPI Report

U.S. stock futures edged higher ahead of Wednesday’s trading session as investors awaited the July Consumer Price Index (CPI) report. Meanwhile, ongoing uncertainty in the Middle East continued to fue...

1 day ago - TipRanks

U.S. Futures Higher Ahead of Key Inflation Report

Futures tied to the the major U.S. stock indexes rose, while oil was higher as the deadlock between the U.S. and Iran continued.

1 day ago - WSJ

Treasury yields are little changed as investors await key inflation data

The yield on the 10-year U.S. Treasury note — the key benchmark for U.S. government borrowing — was largely flat at 4.682%.

1 day ago - CNBC

Stock Market Today: Tech Earnings Buoy Stock Futures

Results from Super Micro, CoreWeave rekindle AI trade ahead of CPI data

1 day ago - WSJ

Stock Futures Rise Ahead of Key Inflation Print

U.S. stock futures rose ahead of Wednesday’s session as investors awaited the July Consumer Price Index (CPI) report due this morning. Meanwhile, uncertainty in the Middle East is keeping oil prices…

1 day ago - TipRanks

U.S. Stock Futures Flat as Traders Await Key Inflation Report

U.S. stock futures were steady on Tuesday evening as traders waited for a key inflation report that could guide the next move on interest rates. Futures on the Dow Jones Industrial…

1 day ago - TipRanks