Markets
55 articles
Copper Hits Record Highs as AI Demand and the Strait of Hormuz Squeeze Global Supply
Copper prices have surged to a fresh record above $13,900 per ton as the Strait of Hormuz crisis chokes acid supplies needed for refining and AI demand...
Ed Yardeni Lifts S&P 500 Target to 8,250
Yardeni Research lifted its 2026 S&P 500 target to 8,250, citing 25.6% earnings growth and a beat rate not seen since 2021.
Cerebras Boosts IPO Range, Targets $48.8B Valuation
Cerebras lifted its IPO range to $150-$160/share, targeting a $48.8 billion valuation as AI chip investors seek a Nvidia challenger.
Netflix's $20 Plan and Streaming's Cable Problem
Netflix's standard plan now costs $19.99 per month after the second price hike in less than two years.
Big Tech's $600B AI Spending vs. Buybacks
Hyperscaler capex now consumes 94% of operating cash flow after dividends and buybacks. Last quarter saw the lowest combined repurchases at the Big Four...
Akamai Soars 16% on $1.8B AI Cloud Deal
Akamai shares jumped 16% Friday after the company landed a $1.8 billion seven-year cloud infrastructure deal with an unnamed frontier AI model provider
Paul Tudor Jones: AI Bull Market Has Another Year
Legendary hedge fund manager Paul Tudor Jones told CNBC the AI bull market is 50-60% complete with another year or two to run
Whirlpool Warns of Recession-Level Decline in Sales
Whirlpool slashed its 2026 EPS guidance roughly in half and suspended its dividend, blaming the Iran war for a 'recession-level' collapse in U.S.
AMD's Lisa Su Explains Massive Forecast Change as Stock Soars 15%
AMD shares surged after Q1 2026 earnings crushed expectations. CEO Lisa Su pointed to accelerating AI infrastructure demand and a data center segment now...
EBay Pops on GameStop Takeover Speculation
GameStop made a $55.5 billion unsolicited bid for eBay at $125/share. What investors need to know about the deal and market reaction.
How to Invest in ETFs: The Beginner's Guide
Learn how to invest in ETFs with this beginner's guide. Covers ETF types, how to buy them, fees to watch, and strategies for building a diversified portfolio.
Big Tech Earnings Show How Big, Smart Spending Can Be Rewarded by the Market
The latest round of big tech earnings proved that massive capital expenditure on AI infrastructure is not reckless speculation