Wall Street Retreats as Fed Signals Higher Rates May Not Be Finished Yet
US stocks fell sharply after Federal Reserve projections revived expectations of another interest rate hike.
Mark Rogers
Dow Hits Fresh Record as Fed Meeting and Hormuz Uncertainty Weigh on Broader Market
Dow reaches new high while investors assess Hormuz reopening challenges and looming Fed signals.
Wall Street Charges Higher as Iran Ceasefire Eases Oil Fears and Ignites Tech Rally
US stocks rallied sharply as easing Middle East tensions sent oil prices lower and boosted risk appetite.
Adobe Is Beating Estimates and Losing Investors
Adobe delivers record revenues and raises guidance, yet relentless leadership uncertainty and competitive pressure make the shares hard to own.
Adobe beats expectations as AI push gathers pace
Adobe beats expectations but redirects focus toward AI-driven user growth, accepting delayed monetisation benefits.
SpaceX Is Trading Today – But What Exactly Are Investors Actually Buying?
SpaceX’s record $1.77 trillion IPO prices in decades of unproven growth across AI, defence, and space simultaneously.
Oracle Tops Earnings Estimates as AI Demand Drives Record Contract Backlog
Oracle beat earnings forecasts, unveiled $40 billion fundraising plans, and reported record AI demand.
Wall Street tumbles as inflation hits three-year high and Iran tensions escalate
US markets sold off sharply as inflation accelerated and renewed US-Iran conflict rattled investors.
Nasdaq Rebounds From Sharp Sell-Off
US markets finished mixed as investors weighed inflation risks, Middle East tensions and AI stock weakness.
Apple Slides Despite AI Reveal as Chip Stocks Lead Nasdaq Recovery
Apple fell after WWDC updates, while chipmakers rallied and revived AI market optimism.
The Market Punished Broadcom for Not Being Even Better
Broadcom’s selloff follows a record quarter, not a failed one, and the business case remains intact and compelling.
Tech rout drags Wall Street lower after strong US jobs data reshapes rate outlook
US stocks fall sharply after strong jobs data fuels rate hike fears and tech selloff.
Dow surges as Broadcom AI shock rattles chips and Iran tensions cloud sentiment
US stocks diverged as Broadcom slump hit AI trade while Dow surged on geopolitical uncertainty.
Wall Street Pulls Back as Oil Surge and Broadcom Reality Check Temper AI Euphoria
US stocks retreated as oil prices jumped and Broadcom’s strong results failed to impress investors.
Broadcom Shares Slip After Earnings as AI Growth Fails to Satisfy Lofty Expectations
Broadcom beat earnings forecasts and lifted guidance, yet shares fell as expectations soared.
Wall Street Records Keep Coming as Jobs Surprise Offsets Tech
Fresh record highs on Wall Street came despite uneven tech performance and bitcoin weakness.
Hewlett Packard Surges as AI Server Boom Drives Biggest Earnings Beat Since 2018
HPE smashes Q2 forecasts on AI server demand, raising full-year guidance by over 40%.
US equities edge higher as Nvidia rally lifts tech while
Stocks hit records as Nvidia surge lifts tech and oil eases on Iran talks signals.
HP Surges as Q2 Earnings Beat
HP beats Q2 forecasts on revenue and earnings, raising its full-year guidance confidently.
Dell Soars After AI Server Revenue Explodes 757%
Dell’s blowout Q1 earnings send shares to their biggest single-day gain ever.
JPMorgan Falls as Dimon Raises Costs and Targets Blockbuster Deal
JPMorgan shares fall as Dimon raises expense outlook and hints at blockbuster acquisition.
Salesforce lifts earnings outlook after strong Q1 but shares slip
Salesforce reported strong Q1 revenue and profit growth but issued cautious second quarter guidance outlook.
Has Modine Manufacturing become too expensive for its own success?
Modine’s AI-driven growth remains impressive, though valuation expectations now look increasingly demanding.
Micron Smashes Through $1 Trillion Valuation
Micron surges over 20% after UBS raised its target amid booming AI memory demand.
Modine Manufacturing Soars on $4 Billion Data Center Deal
Modine Manufacturing surges after securing major long-term data center cooling agreement worth $4 billion through 2029.
EU set to fine Google billions for search bias
EU planning record billion euro fine against Google over search self-preferencing in historic Digital Markets Act enforcement action.
Why Tesla shares are pricing in perfection
Tesla’s margin expansion masks slowing deliveries and rising competition. Investors are pricing in far more robotaxi and Optimus success than near-term evidence suggests.
Nvidia Keeps Winning, But the Market Is Changing
Nvidia dominates AI chips but faces rising competition, elevated valuations, and cooling investor enthusiasm.
Nvidia Reports Record Earnings Yet Stock Struggles to Rall
Nvidia smashed earnings with $81.6bn revenue, posting a tripled profit despite China headwinds and geopolitical complications ahead.
Trump urges caution, delaying hopes of Strait of Hormuz reopening
Trump says US will not rush Iran deal, signalling slower progress on Strait of Hormuz talks.
Palantir: Tech darling or bubble waiting to burst?
Palantir’s explosive growth excites bulls, but extreme valuation and AI risks fuel bearish concerns.
Is Michael Burry right about the AI bubble?
Michael Burry warns AI earnings are inflated, betting against hyperscalers amid rising market scepticism.
