Alphabet’s Stock Drop Is About AI Spending, Not AI Results
Alphabet shares slid sharply even as the company’s cloud and AI infrastructure investments began showing tangible results, as investors grew increasingly uneasy…
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Market Update
Our take on the stories shaping personal finance and investing — market notes and research highlights, updated regularly.
A Great Inflation Report Won’t Save the Fed From a Hard Choice
June’s Consumer Price Index report showed headline inflation falling 0.4% for the month, the sharpest single-month decline since April 2020 — the…
Why High Expectations Make This Earnings Season Harder to Clear
With corporate earnings season getting underway, market strategists are debating whether another quarter of strong results can extend the S&P 500’s gains…
SpaceX’s Stock Closed Its First Month Below Where It Started
SpaceX shares finished their first full month as a public company below the price at which they originally began trading — a…
A $28 Billion Chip Listing Tells a Bigger Story Than Chips
SK Hynix’s Nasdaq debut priced as the largest first-time foreign share sale on record, ahead of Alibaba’s 2014 listing and Saudi Aramco’s…
A Reversed Ceasefire Sent the Dow Down Nearly 600 Points
Major indexes fell and oil prices jumped after President Trump said the ceasefire between the US and Iran was “over” and threatened…
Circle’s Worst Day as a Public Company Wasn’t About Losing Customers
Circle, the issuer of the USDC stablecoin, fell 17% in a single trading session — its worst day since going public roughly…
Peter Schiff Called 2008. Now He’s Calling the AI Trade a Bubble.
Peter Schiff’s read on where 2026 markets currently stand, described at length in a recent interview: AI-related stocks alone have added roughly…
OpenAI Is Reportedly Watching SpaceX’s Stock Before Setting Its Own IPO Timeline
OpenAI is reportedly reconsidering the timing of its long-anticipated public listing, according to people familiar with the matter, after watching the volatility…