Filtered for what moves US markets and ranked by relevance and recency, not just chronology.
Elections and diving oil prices sparked a stock market surge. Stocks from many sectors flash buy signals, but avoid this area.
Qualcomm faces the loss of Apple’s business and the negative impact of high memory costs on overall smartphone demand.
Qualcomm delivered better-than-expected results but issued a weak earnings forecast.
On Nov. 4, 2026, Oracle shares slid in premarket trading as reports of a scrapped Tencent deal renewed focus on how it funds its AI buildout.
The after-hours move suggests investors are pricing the guidance rather than the quarter, with the gap between a firm revenue outlook and a softer earnings range pointing to margin pressure as the key risk.
McDonald's has leaned into discounts to attract budget-conscious diners over the last two years.
Apple, Amazon, Google, Meta and Microsoft stock was up after the midterms, while stocks tied to Trump advisor Elon Musk and data centers fell on Wednesday.
The note gives investors a framework for Wednesday’s selloff in AI infrastructure stocks: a delay story rather than a demand collapse, which may limit further downside if pauses prove brief.
Democratic victories in Texas and other states raise long-term questions about the AI buildout, though they do not “unwind projects already funded.”
The world’s richest person has antagonized Democrats, some of whom have signaled their intent to investigate him when they take control of Congress.
With a hike almost fully priced, sterling’s reaction will hinge on the vote split and guidance, with a 7-2 outcome and cautious language the most likely route to a softer pound.
After elected officials voiced outrage over Google turning off search at schools that ban AI, the company said search can be turned back on with AI Overviews.
Aliko Dangote, Africa’s richest person whose Dangote Group operates the biggest refinery on the continent, on Wednesday broke ground for a planned fuel storage site in Namibia, which will serve as a fuel distribution hub in southern…
Meta is aiming to raise between $20 billion and $25 billion in a bond sale as the company ramps up spending on infrastructure and AI models and services.
In John Ternus' first earnings report as CEO, Apple issued a gross margin forecast that disappointed Wall Street.
We remain "own it, don't trade it" on Apple stock.
Credit markets will be closely watching updates from Oracle and other hyperscalers later this week. What to expect.
US stocks closed sharply higher on Wednesday, with the Dow Industrial Average leading the way with a 3.03% gain. The S&P 500, Nasdaq Composite and Russell 2000 also advanced, but the Nasdaq 100 lagged as selling in Nvidia and AI…
The share reaction was not available at the time of writing, but the mix points to a tug of war between margin-focused and growth-focused investors.
SpaceX struck a multiyear deal with Qualcomm to build out base stations for its Starlink Mobile cellular network.
Midterm voting gets underway amid volatility across stock and oil markets
Hyperscalers surge and chipmakers fall as investors bet on winners and losers from expected backlash against the AI boom
A Berkshire purchase tends to act as a sentiment signal for the target stock, which may help sustain Sirius XM’s rally as long as the broader rotation holds.
The question now for patient Home Depot investors like us is whether this is the turning point we've been waiting for, or just another head fake.
October US ISM services 54.5 vs 54.8 expected US final October S&P Global services PMI 56.1 vs 57.9 prelim US September international trade balance -105.0B vs -108.0B expected Canada Trade Balance ($C) for September +5.35B vs +4.1B…
AppLovin’s stock is popping after “clearly positive” earnings results.
The split gives both sides of Wednesday’s rotation a research anchor, which may keep AI infrastructure stocks volatile as investors weigh which camp the next earnings season supports.
Traffic at U.S. McDonald’s restaurants fell during the third quarter as customers struggled with higher gas prices and the uncomfortably high cost of living
US vice-president JD Vance blames Republicans’ midterm defeat on anger over Iran war
Investing.com-- U.S. stock index futures turned abruptly lower on Wednesday evening after a Democrat sweep of Congress in the midterm elections sparked sharp gains on Wall Street.
Apple’s annual filing warns that AI agents could exceed permissions, resist instructions or take actions that are difficult to reverse.
The comments are likely to firm pricing for a December hike, which would mark a turn from the lowest policy rate among major central banks and could lend support to the Swiss franc.
Figma is letting clients use more artificial intelligence features for the same price. The company would like the move to boost results in the long term.
The road to bull-market glory does not run through Walmart and Berkshire Hathaway and Eli Lilly.
Snap misses on revenue and daily active users in third-quarter earnings reported Wednesday.
Cramer warned that Wall Street may be getting ahead of itself following the midterm elections.
The call places oil at the centre of the gold outlook, making Brent and Hormuz shipping headlines the lead indicators for bullion rather than conflict escalation itself.
President Donald Trump first tried to fire Lisa Cook in August 2025, but the Supreme Court in June blocked him from doing so, for now.
Democrats won the mid-term elections, with analysts looking at the political gridlock as a win for markets.
The divergence on Wall Street sets up a likely split in Tokyo, where AI-linked heavyweights could trail even as the broader market draws support from strong global risk appetite.
Oil is now the lead indicator for gold, with any further slide in crude likely to extend bullion’s gains through softer inflation expectations and a weaker dollar.