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What’s happening in finance today?
What happens all around us affects the markets – and what affects the markets affects our financial security. Keep in touch with everything of interest that’s happening from a wide variety of general news and financial sources curated by our team.
The world is ever-changing: keep up with what’s happening right here, your “one stop shop” for everything we’ve spotted that can affect the markets.
Microsoft (NasdaqGS:MSFT) is ramping up AI infrastructure spending, including the launch of its Maia 200 chip, alongside a $750m Azure deal with AI search firm Perplexity. Investors are questioning the concentration of risk tied to OpenAI, which now accounts for nearly half of Microsoft’s cloud backlog. Despite strong reported financials, Microsoft’s stock saw its steepest one day drop in years, with the share price now at $430.29. Adoption of Microsoft’s own enterprise AI products is still...
Nvidia stock fell on Monday amid questions about the chip maker’s commitment for a major investment in OpenAI, the developer of ChatGPT. Nvidia shares ended Monday down 2.9% to $185.61. The focus is on Nvidia’s relationship with OpenAI.
Consumer stocks rose late Monday afternoon with the State Street Consumer Staples Select Sector SPDR
AMD will report its Q4 earnings after the bell on Tuesday.
Honeywell led the Dow industrials with a 16.6% gain in January, its best month since October 2022. Apple. and Microsoft lagged.
Bitcoin investors liquidated $2.56 billion in recent days, according to data provider CoinGlass, as cryptocurrencies slumped following a sell-off in other risk assets, including equities and precious metals. The wipeouts in both short and long bitcoin positions are far below the record $19 billion in crypto liquidations the market experienced after U.S. President Donald Trump announced new tariffs on China. While bitcoin is notoriously volatile, cryptocurrencies have been weighed down by fresh concerns about the AI trade and a sell-off in precious metals sparked by Trump's announcement that he was picking Kevin Warsh as his Fed chair nominee.
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer shared his thoughts on. Cramer highlighted the company’s “magnificent quarter,” as he said: After the close, Apple reported a magnificent quarter, just tonight. A robust top and bottom line beat driven by staggering levels of demand for the iPhone 17 that nobody was looking for. […]
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer shared his thoughts on. Cramer was bullish on the company, as he said: … I bet when we hear from them next week, we’ll realize, nuh-uh, AI search winner. Alphabet may be next week’s rock, and it may be even making more money from AI […]
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer shared his thoughts on. Cramer called the company’s CEO and CFO “smart.” He said: Meanwhile, Microsoft, perennial rock, isn’t spending enough to meet the demand for AI, or at least in the right places, because it seems to be putting its resources behind the wrong […]
Borrowers from hyperscalers to developers turn to bonds, loans and structured finance to fund massive AI infrastructure spending.
RBC Capital Markets on Sunday reiterated its outperform rating on the shares of Brookfield Renewable
Memory-chip maker Sandisk saw its IBD SmartSelect Composite Rating jump to a best-possible 99 Monday, up from 93 the day before. The upgrade comes after AI play Sandisk reported a 404% surge in earnings last quarter to $6.
Rule change allows foreign firms to fund factory equipment without tax exposure.
The ongoing strength in Search, Cloud, and YouTube will enable Alphabet to deliver strong financials in Q4.
History suggests that IONQ stock may be very risky at this point. Here's what to consider.
Apple and Nvidia are exploring manufacturing partnerships with Intel's foundry business. The talks focus on shifting portions of future chip production to Intel's U.S. based facilities. Both companies have historically relied on foundries such as TSMC and Samsung for chip manufacturing. The potential deals would validate Intel's foundry model and could influence global chip supply arrangements. For investors looking at NasdaqGS:INTC, this interest from Apple and Nvidia is closely tied to...
Microsoft is a big tech giant that lost 10% in a single trading session last week. Can it regain momentum following a $750 million investment in Perplexity?
Enigmatic CEO Jensen Huang called the potential investment "huge."
Oracle stock rose on Monday after the tech giant said it plans to raise up to $50 billion this year to fund its ambitious bet on AI and cloud computing.
Funds investing in high -yielding stocks like Exxon Mobil, Ford, Coca-Cola and Walmart are blowing it out of the water.
The market benchmark is looking skittish, a sign it could fit a pattern seen across financial markets of prices tending to stall or reverse near round numbers.
I recently wrote why Microsoft stock looks cheap here, despite the market's concerns. My price target is $522, or 23% higher over the next year. One play for value investors is to sell short put options.
Apple's surging iPhone sales and Berkshire's $378 billion cash hoard make a nice pair as an anchor for my portfolio in 2026.
Find insight on Mercedes-Benz, Huawei and more in the latest Market Talks covering Auto and Transport.
Lumen Technologies delivers integrated communications and fiber infrastructure services to business and residential customers worldwide.