Investing headlines, page 2
One feed from the major financial outlets — the same story only appears once, and every headline links straight to the original publisher. Times are New York (ET).
64 headlines from 1 outlet, newest first
Monday, July 27
- Nvidia’s potential new deal with OpenAI would revive a spooky tech-bubble habit, analyst warns
Investors are fretting over a report that Nvidia could backstop an OpenAI data-center lease, in what would be the largest such arrangement yet.
- More cracks emerge in AI-related bonds as Meta, Microsoft earnings loom
‘The money has to come from somewhere,’ says Bryce Doty at Sit, of pressure heavy AI-debt supply and the rest of the bond market
- ‘I know what he wants to do,’ Trump says of Fed’s Warsh, as president presses for rate cuts
New Federal Reserve Chair Kevin Warsh “wants to do the right thing” but is facing a Fed board that might oppose him, the president said.
- SpaceX’s stock falls to a new low despite a near-flawless Starship flight
SpaceX’s earnings report next week could unleash a further wave of selling, as some insiders will soon be able to unload shares.
- Micron and other chip stocks fall as China steals the spotlight
CXMT had a strong public debut in Shanghai, and now investors are weighing the prospect of a manufacturing breakthrough that could make China’s chip i
- This small-cap stock strategy shines by riding the beat-and-raise trend
Brandon Nelson of Calamos Investments identifies companies primed for sustainable growth and improving profit margins.
- The S&P 500 is echoing its 2021 setup, according to Morgan Stanley
Investors have been pivoting toward high-quality megacap stocks as more companies adopt artificial-intelligence tools.
- For 44 years this investor held aces in the long-bond game. He just folded.
Lacy Hunt’s about-face on long-term Treasurys marks the end of an era. Here’s what it means for your money.
- He brought AI to Wall Street in 1994 — but won’t trust ChatGPT with his money
Vasant Dhar built one of the first AI-driven hedge funds. Here’s what he wants investors to know about the technology.
- Is your AI data-center stock vulnerable to voter backlash? Use this 5-part test to find out.
Anger over soaring electricity bills is separating winning utility stocks from the losers.
- Navigating the Fed’s next move? Why these trades may be an investor’s best weapon.
Citigroup strategists suggest protecting from jitters over a potentially more hawkish Federal Reserve via small-caps.
- ‘It’s a high price to pay’: My adviser says I don’t need a withdrawal plan for my $2.3 million portfolio. Is he right?
“His proposal involves a proprietary equity hedge strategy to manage $700,000 of my assets.”
Sunday, July 26
- Oil prices sink, stock futures rally as U.S. and Iran pause attacks, Wall Street awaits busy week
U.S. stock-index futures rallied and oil prices tumbled on Sunday as the U.S. and Iran took a pause from fighting, and as Wall Street gears up for the
- The S&P 500’s earnings growth has gone bonkers thanks to one company
Markets are gearing up for the busiest week of second-quarter earnings season.
- There’s a technical ‘triple threat’ for stocks, but also places investors can hide
Treasury yields and oil prices surged, and the dollar confirmed the breakout toward a longer-term uptrend, to push the S&P 500 below key chart support
- The Treasury market is sending Fed Chair Kevin Warsh a clear warning about rates
Rising Treasury yields show how “enormously worried” the market is about inflation — and whether the Fed will back up its tough talk with action
Saturday, July 25
- Yes, the AI stock selloff looks terrifying. But it might actually save the bull market.
The hottest tech trades of 2026 just got slammed — smart investors are buying anyway.
- Is your index fund an accidental bet on AI? These two massive ETFs show why it might be.
South Korean stocks weren’t a big deal in emerging-markets funds. Artificial intelligence changed that.
- Think this stock market is in a bubble? These earnings numbers say otherwise.
Stay with the AI trade and overweight technology stocks, according to one earnings expert.
- ‘Time will tell whether that was a good bet’: My adviser got me a full SpaceX IPO allocation. Was I lucky?
“Investors frequently receive only a small fraction of the shares they request — if they receive any at all.”
- The stock market’s calm is cracking. Here’s how to prepare for an August shock.
August is historically brutal for market volatility. Here’s how to protect your portfolio.
- Forget Nvidia. These 5 S&P 500 stocks are quietly going all in on AI.
The “Mag Seven” has become the “Bag Seven.” Sharp tech investors are looking elsewhere.
- The August stock-market slump is a myth — so why does Wall Street keep repeating it?
More than 200 years of data show stocks typically gain in August, while market volatility sits well below average.
- A ‘generational buying opportunity’ guarantees inflation plus 3% a year, says this hedge-fund manager
Bob Elliott sparks buzz highlighting the bargain level of TIPS.
- S&P 500 flashes sell signals — options traders are bracing for wild swings in Apple, Meta and Microsoft
Nervous investors set the stage for massive post-earnings moves in Wall Street’s biggest stocks.
- Are 7% mortgage rates next? The Treasury market is flashing a warning sign for home buyers.
The 30-year fixed-rate mortgage edged up to its highest level of 2026.
- Pro stock pickers cannot beat simple math — war in the Middle East is proving it
Active stock pickers almost always lose against the broad market. They can’t beat simple math.
- SpaceX isn’t the wireless threat that investors fear — unless someone breaks this unspoken agreement
It would likely be too expensive and time-consuming for SpaceX to build a mobile network on its own. But the major wireless carriers have to hope one
- Investors are in the dark about the Fed’s decision this week — and that’s just how Warsh wants it
Will Kevin Warsh support a rate hike? Fasten your seat belts for the decision on Wednesday.
Friday, July 24
- ‘I’m still confused’: I sold $80,000 in shares on June 30, so why didn’t I receive my dividend?
“To my surprise, the proceeds from the sale were credited to my money-market settlement fund.”
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