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As two of the biggest states in the country, their economies ”may be canaries in the coal mine,” one economist notes.
AI infrastructure investment is increasingly fueled by circular financing among megacaps, raising concerns of unsustainable capital flows reminiscent of past bubbles. Vendor financing and high capital intensity echo warning signs from the dot-com and housing bubbles, with many AI buyers lacking sufficient cash flow.
AI infrastructure spending is surging, echoing the Dot Com bubble, with profitability and real-world demand yet to justify current valuations. Inflation risks are rising due to tariffs and retailer price hikes, but I see these as temporary, creating buying opportunities in rate-sensitive stocks. My buy list focuses on undervalued, non-AI dividend growth stocks and the TBG Dividend Focus ETF, emphasizing moderate yields and strong income growth.
By Kevin Flanagan, Head of Fixed Income Strategy Key Takeaways With the federal government shutdown delaying major economic data releases, investors are left navigating markets without key signals just as rate decisions remain in play.
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
Market conditions resemble past bubbles, but AI-driven disruption and secular growth trends present significant long-term opportunities for prudent investors. Despite stretched valuations, I remain bullish on AI beneficiaries, gold, and companies solving AI bottlenecks, while cautioning against chasing speculative gains.
Wall Street is looking at a volatile week ahead as US President Donald Trump's latest tariffs on China is expected to increase the uncertainties among investors. The ongoing government shutdown is already testing the nerves of the market, and adding geopolitical tensions to that will work as a perfect recipe for a storm.
It was a tough five days for Wall Street, as U.S. markets on Friday slumped to their worst week since late May. The decline was primarily driven by a sharp sell-off on Friday, triggered by the resurgence of trade war concerns.Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, Goldman Sachs, and Morgan Stanley report their quarterly reports the week of October 13. Whalen Global Advisors chairman Chris Whalen and CFRA Research director of equity research Ken Leon share what they expect to see the big banks report.
Friday's market slide—fueled by President Trump's new threat of “massive” tariffs on goods from China—rattled some investors who thought the 2025 market advance was immune to trade-war tensions
Prairie Operating Co. executive vice president of market strategy Lou Basenese talks under-followed growth trends in the market and shares why he is ‘bullish' for the near future on ‘Maria Bartiromo's Wall Street.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #mariabartiromoswallstreet #loubasenese #prairieoperatingco #stocks #market #earnings #business #economy #finance #investing #growth #bullish #trading #wallstreet #markets #money #economicnews #analysis #investment #businessnews #financial #economicgrowth
After a powerful six-month rally, the S&P 500 has surged 35% from its Liberation Day low, and momentum is still building. While booming AI investment has fueled tech gains, the rally is now spreading to more cyclical segments of the market.
China has unveiled sweeping export controls on rare earths and related technologies, as it boosts its leverage over critical minerals ahead of an expected meeting this month between Presidents Donald Trump and Xi Jinping. It has been six months of alarming political dysfunction and societal tension, epitomized by the government shutdown and myriad highly divisive activities.
The S&P 500 fell 2.7%, the Nasdaq 100 dumped 3.5%, and the so-called Magnificent Seven lost 3.8%,. A 100% levy on Chinese goods and export controls on “any and all critical software,” beginning Nov. 1.
It has been a tense week for global markets as the US government shutdown enters its second week. The S&P 500 and Nasdaq followed during today's action, retreating toward four-week lows as profit-taking intensified.
The S&P 500 notched two new record highs this week before experiencing its largest daily loss in six months. The index sank -2.7% on Friday, ultimately leading to a weekly loss of -2.4%.
Risk assets face near-term headwinds as weak fiscal flows and large tax collections extract liquidity from the private sector. The Federal Reserve's recent rate cut signals a shift to looser monetary policy, but real estate cycle risks and declining homebuilder stocks limit upside.
Wall Street insiders weigh in on whether or not there is an AI bubble, and the best ways for investors to protect their portfolios. For more of the latest up-to-the-minute stock news, please visit: https://finance.yahoo.com/ #youtube #investing #AI About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
‘Partners Group' managing director Anastasia Amoroso says the weakening labor market is a ‘big question mark' as stocks dip due to tariff news on ‘Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #stocks #market #tariffs #china #tradewar #economy #finance #investing #wallstreet #trading #anastasiaamoroso #partnersgroup #labor #jobs #inflation #business #global #markets #analysis #economicnews #money #investment
President Donald Trump escalates trade tensions with China by imposing an additional 100% tariff and software export controls amid rare earth minerals dispute.