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Hedge fund selling of tech stocks has limited potential for crash, JPMorgan says
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MarketWatch - Business
Big tech is not the haven some claim, so it’s time to raise cash, says this hedge fund
Tech winners are not immune to an economic slowdown -
VentureBeat - Tech
Will the cost of scaling infrastructure limit AI’s potential?
The race is now on to scale AI workloads while controlling infrastructure costs. -
The Wall Street Journal - World
This Ex-Hedge Fund Manager Is Trump's Secret Fundraising Weapon
‘Duke’s magic is he coaxes out multiples of what you intended to contribute’Donald Trump -
Financial Times - Business
Kolanovic to leave JPMorgan after series of mistimed stock market calls
Top analyst leaves US bank after bearish forecasts on S&P 500 -
MarketWatch - Business
JPMorgan Chase, Citi and Wells Fargo earnings to follow relative strength in their stocks
U.S.’s largest banks draw investor support as havens from sector headwinds from commercial real estate woes. -
MarketWatch - Business
Jeff Bezos aims to sell another $5 billion of Amazon stock, after earlier selling spree
The Amazon founder and executive chair has filed to sell up to 25 million shares, after he dumped 50 million in February. -
MarketWatch - Business
Cathie Wood’s ETFs sell Tesla’s stock for the first time in 9 months
The sale comes after Tesla’s stock closed Tuesday at a six-month high after strong second-quarter deliveries data. -
MarketWatch - Business
Charter’s stock is down 20% this year — but Citi sees new reason to sell
Citi just downgraded Charter’s stock, warning that estimates could be too high. -
MarketWatch - Business
Is your active mutual fund beating the U.S. stock market this year?
Professional stock pickers who run mutual funds focused on U.S. stocks struggled in June, with only a small majority beating their benchmarks in the first half of this year, according to BofA Global Research.
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MarketWatch - Business
‘Any technology stock with an AI story is rising too far and too fast,’ this veteran trader warns
The market is in a huge tech-led bubble — but you’d be wrong to bet against it. -
MarketWatch - Business
Why this fund manager trimmed his Nvidia position — and has a warning about AI
Ken Laudan of Buffalo Funds has changed his opinion about how long it will take for “AI adopters” to make the technology useful. -
MarketWatch - Business
Tesla’s stock is on a huge run. Here’s why one bear isn’t buying the ‘euphoria.’
Guggenheim is concerned that Tesla price cuts “pulled forward” demand, which could create challenges for the future. -
MarketWatch - Business
U.S. economy and jobs market are showing cracks. Fed rate cuts are not far off.
Forget the summer heat: The economy appears to have caught enough of a chill that the Federal Reserve is likely to cut interest rates soon.Federal Reserve -
MarketWatch - Business
S&P 500 scores record high as jobs data point to cooling ‘but not collapsing’ economy
The U.S. stock market has extended its summer rally, with the S&P 500 index climbing to yet another record peak Friday as investors weighed the latest jobs report.