Stock Market News
NYSE's Reinking Weighs in on AI Trade Concerns
It's interesting that the S&P 500 Equal Weight (SPXEW) hit a new all-time high yesterday, posits Michael Reinking. He adds that concerns around AI spending and AI's impact on software as a service (Sa...
The Full Effects Of Tariffs To Start Showing Up In January CPI Report
The Full Effects Of Tariffs To Start Showing Up In January CPI Report
Wall Street's wild week rattles investors' confidence while highlighting a growing divide within markets
“It seems like there are two different markets right now,” one strategist says.
From AI Darlings To Dow Dinosaurs: Investors Flee Software For Old-Economy Stocks
Software and other AI-exposed stocks have stumbled out of the gate this year, with the sell-off picking up pace in February as fresh fears emerged that artificial intelligence could disrupt, rather th...
Big Pharma's Earnings Week: Strong Performance, Obesity Wars, LOE Management And More
Big Pharma delivered strong Q4 2025 results, with most companies beating revenue and EPS expectations and providing generally solid 2026 guidance. Eli Lilly solidified its leadership in obesity and di...
Big Tech earnings: What do investors do now?
Alphabet, Amazon, Meta, Apple. Microsoft, Tesla, AMD, and Palantir reported earnings.
Fed's Bostic Discusses Inflation, Warsh & K-Shaped Economy
Outgoing Atlanta Fed President Raphael Bostic tells Bloomberg's Michael McKee that it's ‘paramount' for the Fed to get inflation back to its 2% target. In a wide-ranging interview, Bostic also discuss...
The Market's Primary Narrative Is Collapsing
AI infrastructure buildout costs are exploding, with Big Four capex set to reach $600 billion in FY2026, up 70% year-over-year. Rising data center demand is outpacing electrical grid capacity, driving...
Buyer Beware: The Market's AI Bubble Risk Just Got Even Bigger
A massive spending surge is quietly reshaping the market's risk profile. What looks like innovation may be creating a dangerous new dependency.
Tech stocks have been shaky, but these 20 companies could still see rocketing sales growth
Sandisk and Micron could see industry-leading revenue growth in the coming years.
Stay Long. Capex-geddon Is A Déjà Vu
The AI-driven bull market persists, but volatility and sector rotation are intensifying. Industrials (XLI) and utilities (XLU) are positioned as likely 2026 sector winners.
Elon Musk Is Betting Another Tech Conglomerate (His) Can Win Over Wall St.
The billionaire's decision to merge his A.I. start-up with his rocket company will test investors' interest in giant combinations of unalike businesses.
Why investors may have to contend with market volatility for a while
While US equities rebounded from this week's tech and software stock sell-off on Friday, the Dow Jones Industrial Average managed to close above 50,000 points for the first time. Hirtle Callaghan Chie...
Inflation double feature: two data prints that could rewrite market rate-cut fantasy
Wall Street's favourite macro assumption that inflation will cool “enough” to let the Federal Reserve cut rates on a predictable timetable faces a real stress test in the coming weeks.
Tech Selloff: Reset, Not Rupture
The tech sector has come under sustained pressure in recent days, with Anthropic's latest model upgrade amplifying concerns that rapid AI progress could threaten traditional software business models. ...
Weekly Commentary: Deleveraging Watch
Today's late-cycle dynamics are especially affected by the perception of the all-powerful Federal Reserve liquidity backstop, coupled with an administration that will uniquely do and say anything to s...
The Everything Pullback
Anyone who bought silver and/or gold a couple of weeks ago is probably not singing a merry tune this week, as the price of these precious metals commenced a precipitous plummet last Friday that has co...
Stock Markets And Tech Sector Breathe Again - Dow Jones To New All-Time Highs
Stock benchmarks rebound after a terrible start to February. Widespread rebound across all sectors, with tech seeing a particular bounce (despite Amazon, Google and Meta struggling).
This Week's Market Wrap: Crypto Shock, Software Slump, And The AI Repricing Cycle
Crypto shock hit public-market proxies: Bitcoin's sharp break lower drove violent moves in crypto-levered equities like Coinbase and Robinhood, tightening risk appetite until BTC rebounded above $70k ...
Dow hits 50,000, bitcoin rebounds, investing amid market volatility
Yahoo Finance breaks down the top financial news stories for February 6, 2026.
Markets Weekly Outlook: NFP, CPI, And Japan's High Stakes Election
On Friday, the stock market saw a major surge, highlighted by the Dow Jones hitting a historic record of 50,000 points. The broader market performed well, with the S&P 500 rising 1.73% and the Nasdaq ...
President Trump chose a Federal Reserve chair he thinks he can count on to lower interest rates. History suggests three different ways presidents have come to regret that bet.
President Trump thinks his new chair can deliver low interest rates. Three presidents in the past learned otherwise.
A Tech Bust Gave Way to a Broader Rally. What Comes Next Could Be Ugly.
Well before the past week's gyrations, the stock market's character already had undergone a significant transformation, one that resembled what followed the dot-com boom at the end of the last century...
This year's Super Bowl ads tell you the AI bubble is about to burst
Why the artificial-intelligence advertising spree could be the last hurrah — like the dot-coms in 2000.
India Keeps Rates Steady: What It Means for Markets
The Reserve Bank of India kept its key rate unchanged at 5.25%, signaling confidence in the country's economic outlook after the government pledged to boost spending and secured a trade deal with the ...
Why investors may have missed the opportunity to buy the dip in stocks
As US stocks (^DJI, ^IXIC, ^GSPC) look to recover from this week's broad sell-off in tech and software stocks, is it too late for investors to have bought the dip? Manulife John Hancock Investments co...
How to navigate high market volatility, how the Super Bowl boosts local economies
Asking for a Trend host Jared Blikre breaks down the latest market trends for February 6, 2026. Cboe vice president of derivatives market intelligence Henry Schwartz discusses market swings and invest...
The Market's AI Freakout Creates A Massive Mispricing
Technology is the worst-performing S&P 500 sector YTD, down nearly 6%, while energy leads with a 17% gain amid a growth-to-value rotation. Despite the tech selloff, AI-related CapEx is surging toward ...
The Once-Hot AI Trade Hit a Snag. Some Experts Call That a 'Fantastic' Sign.
AI was the rising tide lifting all boats. These days, it's sinking as many as it's lifting.
Individual Investors Brave On Despite Bubble Fears
The recent volatility in the stock market and the deep selloff in many of the most widely held big tech stocks have not scared individual investors away, at least for now, according to Investopedia's ...
Larry Kudlow: Maybe some Dems will finally see the light and stop bellyaching about tariff inflation
FOX Business host Larry Kudlow unpacks U.S. market performance under the Trump administration on 'Kudlow.'
A look at Kevin Warsh's voting record at the Fed
President Trump's nominee for Federal Reserve chair, Kevin Warsh, has consistently voted with the FOMC consensus during his time as Fed governor, never issuing a dissent. Yahoo Finance Federal Reserve...
S&P Recovers Losses as Bond Yields Move Higher | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.
Clear Street's Billion-Dollar IPO - What It Signals For Wall Street
2026 is gearing up to be the year of the IPO boom, and Clear Street's money-spinning debut offers further evidence that confidence is growing among businesses intent on going public in the months ahea...
Market broadening is very healthy, says Richard Bernstein Advisors CEO Richard Bernstein
Richard Bernstein, Richard Bernstein Advisors CEO, joins 'The Exchange' to discuss the state of equity markets, which stocks are growing fast and treading cheaply and much more.
Stock Market Survives AI Panic, Even as Tech Collapses. It's a Monster of Our Own Making.
A sharp selloff in software and data analytics stocks reveals growing fears that AI tools could cannibalize established industries.
Dow closes above 50,000 for first time
The Dow Jones Industrial Average topped 50,000 points for the first time ever Friday. The index rebounded following a tech stock sell-off earlier in the week.
The Road to Dow 50000 Was Perilous. What's Next Could be Rockier.
A fast-innovating American economy. Massive companies consolidating power. Monetary and trade policy shifting beneath nervous investors' feet.
Market bounce back has to do with spending hyperscalers are planning: Yardeni Research's Ed Yardeni
Ed Yardeni, Yardeni Research, joins 'Power Lunch' to discuss Yardeni's thoughts on equity markets, where the opportunities are and much more.
Dow closes above 50,000 for first time after rough week for U.S. stock market
The Dow Jones Industrial Average surged more than 1,200 points Friday, ending above 50,000 for the first time in history and cementing a strong stock market rebound.
The CapEx Increase Is Bullish
Big Tech firms like Amazon, Alphabet, and Microsoft are sharply increasing AI-related CapEx, triggering a market selloff. I remain bullish on hyperscalers, viewing elevated CapEx as a necessary invest...
The Dow just hit 50,000. See the names that have come and gone over the decades
The Dow broke past 50,000 for the first time on Friday. The index today looks far different than it did when it was created more than a century ago, or even a couple of decades ago, as the economy has...
The Broadening Of The Market Is Healthy And Good News For U.S. Investors
Rotating out of U.S. Tech and into other sectors signals market health, not weakness. Diversification across sectors is reaffirmed as a prudent strategy amid recent Tech underperformance.
Revenge of the Real. Why Energy, Materials and Staples Stocks Are Beating the Market.
Picking through the debris of the recent software stock slump, bitcoin's regular winter meltdown, the dollar's ongoing malaise and the memification of precious metals reveals an interesting, although ...
Will Kevin Warsh Stop The Train Of Currency Debasement?
Markets are reacting to the prospect of a hawkish Fed under Warsh, with risk assets correcting and defensives outperforming. But will Warsh manage to stop the "train" of currency debasement?
What kind of Fed chair will Kevin Warsh be?
If Kevin Warsh becomes Fed chair there could be major market implications. How will Trump's nomination balance independence with politics?
Dow Jones hits 50,000 milestone amid tech gains and hopes of lower interest rates
Although tech stocks and cryptocurrencies suffered recent falls, investors largely shrugged off geopolitical tensions
Tech Had an Awful Earnings Season. Other Stocks Are Saving the Day.
Most other sectors are doing just fine, a positive sign for investors.
Dow breaks 50,000 for first time as Wall Street rallies
FOX Business correspondent Lydia Hu reports as the Dow hits an all-time high surpassing the 50,000-point milestone.
Dow Crosses 50,000 For First Time Ever As Tech Stocks Rebound
The Dow Jones Industrial Average eclipsed 50,000 points for the first time on Friday, the latest milestone for the century-old index as markets rebounded from a tech rout earlier in the week.
This little-noticed bond-market development could put many borrowers on edge
If the Treasury yield curve continues to steepen this year, it would make it harder for long-term borrowers to feel the full impact of any 2026 rate cuts by the Fed.
Goldman Sachs Lets AI Agents Do Accounting and Compliance Work
Goldman Sachs is deploying autonomous artificial intelligence (AI) agents built with Anthropic's Claude model to automate core accounting, compliance and operational finance functions, according to a ...
Trump claims his tariffs have ignited an ‘economic miracle' for the U.S. Here are the facts
Looking back on the first year of his second term, President Donald Trump boasts that he has resurrected the American economy by imposing big import taxes on foreign products. He made his case in a re...
Dow hits 50,000 for first time
The Dow Jones Industrial Average topped 50,000 points for the first time on Friday as investors rallied in response to a rout in tech stocks earlier in the week.
Dow Jones Industrial Average Hits 50000 for First Time
The blue-chip index's climb comes as the U.S. economy has muscled past its rich peers and snapped up investment the world over.
Ominous ‘Hindenburg Omen' spotted in U.S. stock market. It could signal more pain ahead for investors.
The signal has preceded some major stock-market selloffs in the past, one analyst notes.
Consumer Sentiment Improves but Workers See Little Income Growth Ahead
The latest consumer confidence data points to a public that is cautiously recalibrating expectations for 2026, encouraged by cooling inflation yet unsettled by a volatile labor market. Provisional Feb...
The Dow Is on the Verge of 50,000. It's Not About Tech.
The broader market is near a significant milestone thanks to big gains for stocks outside of tech. Goldman Sachs and Caterpillar are examples.
Dow Jones and Nasdaq Index: US 30 Hits Record as Chip Stocks Lead Stock Market
US stocks rally hard—Nvidia up 7%, Broadcom 7%, AMD 7.5%. Dow hits all-time high, but rotation into value signals fragile sentiment.
Tech Bounces As Software Sell-Off Eases, Dow Jones Hits Records: What's Moving Markets Friday?
• Molina Healthcare stock is testing lower boundaries. What's behind MOH weakness?
Wall Street Roundup: Risk Off
Risk-off sentiment is driving sharp sell-offs in Bitcoin and major software stocks, with investors reallocating away from stretched tech valuations. AI-driven CapEx arms race at Alphabet (GOOGL) and A...
Bessent says Trump's comment about suing his Fed chair nominee was a joke
U.S. Treasury Secretary Scott Bessent on Friday stressed that President Donald Trump was joking when he said over the weekend that he could sue Kevin Warsh, his nominee to lead the Federal Reserve, if...
Stocks are rebounding Friday, but this week's tech rout echoes lessons from the dot-com bubble
The Nasdaq Composite is on pace for its worst week since November despite Friday's rebound.
The market's AI contradictions
CNBC's Deirdre Bosa reports on news regarding Big Tech's AI spending.
‘Dow Theory' Sends a Buy Signal as Transportation Stocks Rally
Airline stocks such as Southwest are propelling the Dow Jones Transportation Average to new highs.
Opinion | Is President Trump Right About His Tariffs?
This could be the start of a new golden age or a tax on the American Dream for average citizens.
Dow jumps over 800 points to hit all-time high as tech stocks stage furious rally
The blue-chip Dow hit an all-time high of 49,826.97 in intraday trading Friday.
Recessionary Bear Market With The AI Bubble Burst
The labor market has been weakening, which is consistent with a recession. The AI-related stocks have been selling off, which is consistent with the AI bubble burst.
Fear of AI Replacing Software Makers Hits Stocks. Here's What to Know.
The prospect of disruptions from artificial intelligence has hung over the economy for years. But this week advances in software tools precipitated a sell-off on Wall Street.
KG on Falling Inflation Expectations, SPX Targets & CapEx Concerns
The latest consumer sentiment report from the University of Michigan showed a notable downtick for inflation expectations, something Kevin Green points to as a positive. As for the broader market move...
Consumer Sentiment Has Climbed in February, per Michigan Survey
Consumer sentiment ticked up to 57.3 in February, according to a preliminary reading from the University of Michigan's monthly survey, a positive signal that Americans' economic mood is improving desp...
'Pretty comfortable' with where large tech firms are trading currently: Gabelli Funds' John Belton
Josh Belton, Gabelli Funds portfolio manager for growth equities, joins 'Squawk Box' to discuss the latest market trends, impact of AI on software, where AI is generating revenue today, and more.
5 Market Warning Signs Investors Should Head
2026 is shaping up to mirror 2022, with extreme equity valuations and heightened volatility reminiscent of prior market downturns. Rapid asset class moves and sharp sell-offs signal growing instabilit...
Crypto selloff shakes tech, but panel sees selective buying opportunities
Barbara Dora, CIO & Senior Portfolio Manager at BD8 Capital Partners, joined Matt Maley, Chief Market Strategist at Miller Tabak + Co., and Viraj Patel, Global Macro Strategist at Vanda Research, to d...
Bostic Talks Career With Fed, Inflation Risk and Warsh
Federal Reserve Bank of Atlanta President Raphael Bostic discusses current sentiment about the US economy, the importance of returning to the central bank's 2% inflation goal and Kevin Warsh's views o...
Week Ahead for FX, Bonds: U.S. Jobs, Inflation Data in Focus
Delayed U.S. jobs and inflation data will be the key focus as investors gauge when the Fed is likely to cut interest rates again. In Europe, eurozone and U.K. GDP data will be watched, while in Asia a...
US stocks rebound sharply: Dow climbs over 500 points, Nasdaq up 0.8%
US stocks rose on Friday, positioning major indexes for a positive end to a volatile week marked by sharp losses in technology shares and renewed concerns over cryptocurrency markets. The S&P 500 gain...
'PUMP AND DUMP': SEC cracks down on China-linked market manipulation
SEC Chairman Paul Atkins joins ‘Mornings with Maria' to discuss crypto regulation, market innovation and efforts to keep U.S. financial leadership onshore.
Top AI Stocks Have Room to Run
AI stocks have captured seemingly everyone's attention for a while. In some cases, the hype has been off the charts.
Average Software Stock Now Down Since Tariff Tantrum Lows
The average stock in the Russell 1,000 is still up roughly 37% since the April 8th tariff-tantrum low, but performance across industry groups has been eye-opening. After the sell-off we've seen in sof...
Don't Panic As We Clear Speculative Excess In Crypto, Metals, And Tech
The S&P 500 is nearing key support at its 200-day moving average, with a 7% correction likely setting up new all-time highs later this year. Rotation from overvalued large-cap tech into value sectors ...
The Stock Market Just Got Shaky. Where to Find Solid Ground.
Boring companies look a lot more interesting after an AI-driven rout in highflying tech shares.
The Super Bowl Means Beer and Snacks. These Stocks Are Going for a Touchdown.
Anheuser-Busch InBev and PepsiCo are among the beverage and snack companies advertising during this year's Super Bowl.
Jennifer Garner's Baby-Food Brand Hits the NYSE
Once Upon a Farm, co-founded by the actress and a veteran food executive, avoids preservatives and artificial ingredients.
The Great Substitution: Why Investors Are Skipping Bonds For Dividend Stocks
The Invesco S&P 500 Equal Weight ETF (RSP) is a compelling Strong Buy to capture the rotation from growth to dividend/value stocks in 2026. Capital is fleeing large-cap tech due to AI capex concerns, ...
Katie Stockton On Market Rotation, Tech Stock Weakness, And More
In this episode, Katie Stockton, founder and managing partner of Fairlead Strategies, breaks down what the charts are really saying about markets in 2026. Katie explains how technical analysis is shap...
CONFIRMATION FIGHT: GOP tensions ERUPT over Powell probe
Sen. Dave McCormick, R-Pa., joins ‘Mornings with Maria' to discuss stalled crypto legislation, Federal Reserve leadership and looming DHS funding deadlines on Capitol Hill.
The Market You Know Is Gone: How I'm Positioning For What's Next
AI-driven disruption is accelerating a market rotation from growth to value, with software and data services stocks facing heightened risk. AI is bifurcating the market into clear winners—like NVDA, e...
Two-decade high for Bank of America's ‘bull and bear' indicator points to stock-market peak, strategist says
Main St vs Wall St, Detroit vs Davos are some of the themes explored in Michael Hartnett's Flow Show this week. He sees a new world order, with new asset market leadership
5 Things To Know: February 6, 2026
CNBC's Becky Quick reports on the 5 things to know on February 6, 2026.
VC: The market has oversold software
Software stocks are being mispriced, Anish Acharya told CNBC, calling the sector “absolutely oversold.”
Most U.S. Bank Stocks Rallied In January
Most U.S. Bank Stocks Rallied In January
Wall St Week Ahead Tech stock shakeout clouds market ahead of economic data deluge
An artificial intelligence-driven shakeout in the heavyweight technology sector is set to keep stock investors on edge in the coming week while a barrage of data could shift focus to the health of the...
Stock Market Today: Dow Jones, S&P 500 Futures Advance After Sharp Sell-Off—Roblox, Amazon, Reddit, Strategy In Focus
U.S. stock futures advanced on Friday following Thursday's sharp sell-off. Futures of major benchmark indices were higher.
Private Markets' AI Panic: When ‘Recurring Revenue' Isn't
Investors are turning skeptical of private equity and loans premised on supposedly predictable results.
The Dark Side of A.I. Weighs on the Stock Market
The prospect of disruptions from artificial intelligence has hung over the economy for years. But this week advances in software tools precipitated a sell-off on Wall Street.
Nasdaq Index: E-mini Futures Eye 200-Day Moving Average as Tech Stocks Struggle
Tech stocks drag US indices today as Nasdaq 100 futures test the 200-day moving average, raising concerns over deeper losses in the stock market.
Jim Cramer: Why South Korea is the "hottest market" globally
Jim Cramer explains why South Korea is the hottest market in the world. Samsung and SK Hynix listened when Jensen Huang warned about a memory shortage.
Stock Market Today: Nasdaq Futures Slip; Bitcoin Steadies
Amazon in focus after huge AI spending increase prompts afterhours selloff
India and Brazil Are the Anti-AI Trade. Why Their Markets Are Ready to Shine.
East Asia is exposed to the artificial-intelligence selloff, but other parts of the developing world look insulated from those woes.