By Barbara KollmeyerMicron, SK Hynix and Samsung still dominate for AI applications, says Silicon Valley investorApple reportedly is seeking out a cheaper China alternative in face of memory-cost pressures that caused it to raise the prices of iPads and MacBooks last week.The memory crunch that for…
By Nora Redmond"Magnificent Seven" stocks shed 6% on an equal-weight basis last week compared to the other 493 stocks in the S&P 500 climbing 0.7%."Magnificent Seven" stocks are impinging on investors' returns, according to Citigroup - and it's triggered the fourth-worst day for momentum stocks in…
By Jules RimmerBIS warns that unjustifiable valuations in the equity market raise risks everywhereThe Bank for International Settlements is often referred to as the central bank of central banks. It's owned by 63 countries representing 95% of global GDPThe Bank for International Settlements, often…
By Steve GoldsteinJeremy Grantham, known for his frequent warnings about the stock market, is a big investor in the tech industry through his venture-capital holdings.Jeremy Grantham, the 87-year-old co-founder of Boston fund management firm GMO and prolific writer, got a little bit of a ribbing on…
By Mike MurphyShips sit anchored off Oman's northern Musandam Peninsula near the Strait of Hormuz on Saturday. New attacks raised questions about efforts to keep the crucial waterway open while Washington and Tehran negotiate a final settlement to their war.Oil prices rose Sunday and U.S. stock-ind…
By Philip van Doorn and Hannah PedoneBig Tech companies are willing to pay astronomical prices for AI memory components, helping spark a dramatic turnaround in Micron's financesMicron is now one of the most profitable companies in America.Three years ago, Micron Technology was losing money. Now, it…
By Mark HulbertRecent price run-ups don't mean a bubble is about to burst - unless you're looking at this one sectorAlan Greenspan will perhaps be remembered most for concluding that stock-market bubbles could only be identified after the fact - and not coincidentally, for not doing enough to preve…
By Mark HulbertThe 'Dow curse' now favors Verizon over AlphabetVerizon Communications is being booted from the Dow Jones Industrial Average to make way for tech-giant Alphabet.If you don't believe in the "Dow curse," look at what happened to Nvidia (NVDA) after it was added to the Dow Jones Industr…
By Mark HulbertElon Musk's $1 trillion SpaceX revenue prediction is probably wrong. Contrarian investors are buying these out-of-favor value plays instead.Invest in companies that are most likely to beat Wall Street's growth and earnings expectations.Elon Musk almost certainly will be wrong in proj…
By Christine IdzelisThe equal-weighted version of the S&P 500 outperformed its traditional capitalization-weighted sibling this week by the widest margin in six yearsThe S&P 500, with its increasingly outsized exposure to Big Tech stocks, fell this week. A variation on the U.S. benchmark index that…
By Hannah PedoneOracle's stock missed out on the broader software rally, as the company is tied to OpenAI's success through its cloud-infrastructure businessServiceNow was one of Friday's best-performing S&P 500 stocks.Numerous software stocks were standout performers on Friday, as investors dumped…
By Myra P. Saefong and Nora RedmondThe strike came in response to Iran's Thursday attack on a commercial ship that was transiting through the Strait of HormuzOil prices fell during Friday's trading session - but rose after hours in the wake of a U.S. retaliatory strike on Iran.Oil futures settled l…
By William Gavin and Joy WiltermuthElon Musk's company made a splash earlier this week with a $25 billion bond deal, less than two weeks after it raised tens of billions of dollars in cashSpaceX creditors are expressing some doubt about the company's longer-duration bonds, only days after their deb…
By Joy WiltermuthThe big test might come in 2027Kevin Warsh, the new Federal Reserve chair, is helping coax Treasury yields lower by talking tough on inflation.The Federal Reserve under its new chair, Kevin Warsh, sounds serious about getting back to 2% inflation.The guarded tone seems to be enough…
By Greg RobbDoubts over the U.S.-Iran peace deal and the AI buildup mean a rate hike is possible, the Minneapolis Fed president saysMinneapolis Fed President Neil Kashkari.Minneapolis Fed President Neil Kashkari said Friday that he's flipped his view on interest rates over the past three months.In…
