Nvidia Races Towards $1tn Club As Ai Frenzy Drives Chip Stocks Higher
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U.S. Stocks Erase Early Gains
U.S. stocks extended recent declines as March retail sales increased more than expected, causing traders scale back bets on Fed rate cuts.The Wall Street Journal - World -
U.S. Stocks Slide On Tech Weakness
U.S. stocks fell again as investors don’t expect a rate cut from the Fed anytime soon.The Wall Street Journal - World -
Nvidia’s stock enters a correction. Here’s where the other Magnificent Seven stocks stand.
Apple is already in a correction and Tesla is in a bear market, but the other four Magnificent Seven tech stocks are near highs.MarketWatch - Business -
US missing pieces of AI chip puzzle despite TSMC’s $65bn bet
Big upgrades in Arizona with advanced tech plants imply changes to foundry strategyFinancial Times - Business -
Google Expands In-House Chip Efforts in Costly AI Battle
The tech giant is developing new chips to cut reliance on outside vendors as the AI arms race for computing resources intensifies.The Wall Street Journal - Business - Google -
US House moves closer to vote over aid for Ukraine and Israel
Passage of legislation could unlock critical funding for Kyiv’s war effort as it battles superior Russian firepowerFinancial Times - Business - Ukraine -
Stocks Turn Lower in Afternoon; Housing Market in Focus
Stocks are edging lower, driven by chip shares.The Wall Street Journal - World -
Nvidia enters correction territory as stock falls 10% from all-time highs
Chipmaking giant Nvidia has seen shares fall 10% from all-time highs, placing the stock in "correction" territory.CNBC - Business -
Nvidia is the No. 1 S&P 500 growth stock in this screen. See which other companies joined or left the list.
An updated screen of the S&P 500 by expected growth rates for sales, earnings and cash flow shows many changes from last year’s list.MarketWatch - Business -
10 things to watch in the stock market Tuesday: Morgan Stanley beats, Nvidia call
The stock market is trying to stabilize after a couple of nasty days in a row as the attention shifts to corporate earningsCNBC - Business -
AMD’s stock can surge 40%, this new bull says — even as Nvidia still dominates
HSBC turns bullish on AMD shares, saying there won’t just be one winner in the market for AI GPUs.MarketWatch - Business -
S&P 500, Nasdaq Finish Higher Ahead of CPI Data
U.S. stocks ended mostly higher as the S&P 500 and Nasdaq perked up at the end of a quiet session. The Dow finished flat.The Wall Street Journal - World -
The Biden dilemma on Israel
Protection cannot mean giving the Netanyahu government a blank cheque, cashable in WashingtonFinancial Times - Business - Joe Biden -
AI race heats up as OpenAI, Google and Mistral release new models
Launches within 12 hours of one another, and more activity expected in industry over summer. OpenAI, Google, and the French artificial intelligence startup Mistral have all released new versions of their frontier AI models within 12 hours of one ...The Guardian - World - Google -
Alphabet offers reasons to believe it is closing the gap in the AI race
The company's announcements at Google Cloud Next, including several generative AI offerings and new hardware, left us feeling better about its standing.CNBC - Business -
Chip makers are in an arms race and ASML is the arms dealer, hedge fund manager says
ASML is best placed to capitalize on the “gold rush” surrounding AI as it sells the tools required to make cutting edge AI chips, Vijay Shilpiekandula said in his winning pitch at the Sohn ConferenceMarketWatch - Business -
Boeing’s stock sinks toward a 17-month low as the bad news keeps coming
Boeing’s stock is falling toward the lowest levels seen in more than a year, as the aerospace giant continued to feel the heat from allegations of shoddy safety controls.MarketWatch - Business -
Trump’s ‘DJT’ stock dives to lowest close since Ron DeSantis dropped out
Trump Media’s stock has lost about 31% since it took the former president’s initials as its ticker.MarketWatch - Business - Donald Trump -
Infosys’ stock falls for a 7th straight day, the longest loss streak in 2 years
Infosys’s stock continued its selloff Thursday toward a 10-month low, after the India-based information-technology consultant reported fiscal fourth-quarter revenue that missed expectations.MarketWatch - Business -
Morgan Stanley tumbles, GE Healthcare climbs — what's driving Thursday's major portfolio stock moves
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.CNBC - Business -
TSMC posts fastest monthly revenue growth since 2022 on AI chip boom
TSMC posted a surge in revenue in March as it cashes in on a continuing artificial intelligence boom powered by high-end chips.CNBC - Business -
The Morning Risk Report
Morgan Stanley’s wealth arm probed by multiple federal regulators, and the U.S. foreign investment watchdog to gain new powers under administration proposal. Also, Boeing reveals executives got an extra $500,000 in private jet perks.The Wall Street Journal - World -
WTO Sees Signs of Trade Revival, But Risks From Fragmentation
World trade was seen rebounding this year and next as cooling inflation eases pressure on household budgets, but the recovery may be weakened by growing distrust and fresh barriers between some large economies.The Wall Street Journal - World -
Brazil Judge Wrangling With Elon Musk Has Long Battled Social Media
Alexandre de Moraes is also at the heart of the Brazilian Supreme Court’s case against former leader Jair Bolsonaro.The Wall Street Journal - World - Elon Musk -
Biggest Gains in Employee Engagement in the Management Top 250
ON Semiconductor heads the list, followed by S&P Global and KBRThe Wall Street Journal - World