Marketwatch

Lenovo profits soar past expectations on AI computers, servers and services

Lenovo profits soar past expectations on AI computers, servers and services

Lenovo Group on Thursday became the latest company in the build-out of artificial intelligence to report soaring profits...

1 week ago
Nebius adds to the excitement around neocloud stocks with upbeat earnings of its own

Nebius adds to the excitement around neocloud stocks with upbeat earnings of its own

Investors are reacting positively to earnings results and demand signals from neocloud companies CoreWeave and Nebius....

1 week ago
Cisco sees record results from an AI ‘supercycle,’ but its stock pulls back

Cisco sees record results from an AI ‘supercycle,’ but its stock pulls back

An 18% revenue surge and blowout 2027 forecast weren’t enough to sustain Cisco’s stock momentum....

1 week ago
Goldman’s latest deal underscores how ‘boomer candy’ ETFs are now big business on Wall Street

Goldman’s latest deal underscores how ‘boomer candy’ ETFs are now big business on Wall Street

Goldman Sachs announced Wednesday that it has agreed to buy Neos Investments, adding yet another ETF shop to its fast-gr...

1 week ago
Rich Americans are propping up the travel economy as airfares soar 25% higher than last year

Rich Americans are propping up the travel economy as airfares soar 25% higher than last year

The cost of plane tickets has soared over the past year, but consumer demand has yet to slow down during this summer tra...

1 week ago
Investors are chasing the latest rally in gold as the yellow metal hits strongest level in 2 months

Investors are chasing the latest rally in gold as the yellow metal hits strongest level in 2 months

Gold settled at a two-month high on Wednesday, and investors who spent the summer waiting for an opening are now chasing...

1 week ago
Now China wants to become the shop floor for the Muslim world

Now China wants to become the shop floor for the Muslim world

Chinese exporters are moving into halal food, cosmetics and fashion, but success in this vast market depends on somethin...

1 week ago
Will Trump accounts and grandparent 529s bring down the price of college in the future?

Will Trump accounts and grandparent 529s bring down the price of college in the future?

Caps on student borrowing could also play into how America pays for college....

1 week ago
Alphabet’s stock slips as Nvidia’s $500 billion financing deal threatens custom chips

Alphabet’s stock slips as Nvidia’s $500 billion financing deal threatens custom chips

Investors are concerned that Alphabet faces a fresh threat from Nvidia’s plans to help fund the AI buildout alongside ma...

1 week ago
SpaceX’s stock is getting a Grok-fueled boost

SpaceX’s stock is getting a Grok-fueled boost

The company is best known for rocket launches but has big revenue goals for its AI business....

1 week ago
CoreWeave’s stock is rocketing after earnings lead to praise from bulls and bears alike

CoreWeave’s stock is rocketing after earnings lead to praise from bulls and bears alike

CoreWeave is broadening its customer base and benefiting from upbeat pricing dynamics, analysts say....

1 week ago
This week’s solar eclipse could make stocks go down. No, really. Here’s why.

This week’s solar eclipse could make stocks go down. No, really. Here’s why.

The eclipse on Wednesday is unlikely to lead to the end of the bull market. But could have some impact on investors....

1 week ago
Citadel Securities called the stock-market reset. Now it says leverage may build up again.

Citadel Securities called the stock-market reset. Now it says leverage may build up again.

Strategist Scott Rubner says a growing list of stock-market buyers are pushing it in a positive direction, notably big h...

1 week ago
Super Micro stock is rallying after results. Here’s what Wall Street is saying.

Super Micro stock is rallying after results. Here’s what Wall Street is saying.

Here’s what analysts are saying about Super Micro....

1 week ago
AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust

AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust

A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, deriv...

1 week ago
Another AI lab is burning through cash as Tencent earnings rise

Another AI lab is burning through cash as Tencent earnings rise

It’s not just American artificial-intelligence companies burning through cash as they roll out ever-more advanced models...

1 week ago
Can I claim 50% of my husband’s Social Security now — and switch to my higher benefit at 70?

Can I claim 50% of my husband’s Social Security now — and switch to my higher benefit at 70?

“I would like to offer a piece of advice for women who are or have been married.”...

1 week ago
Musician John Oates sells his idyllic Colorado ranch for $6.9 million

Musician John Oates sells his idyllic Colorado ranch for $6.9 million

Rock ‘n’ roll legend John Oates, best known as half of the duo Hall & Oates, has sold the Aspen ranch he has owned f...

1 week ago
A stock just surged on news Situational Awareness had bought it. But its current fate is unclear.

A stock just surged on news Situational Awareness had bought it. But its current fate is unclear.

Financial market disclosures made by Situational Awareness, the once-soaring hedge fund that had to liquidate its portfo...

1 week ago
Lumentum sees sales more than double as AI demand swells

Lumentum sees sales more than double as AI demand swells

Though Lumentum posted blowout earnings and an upbeat forecast, its stock was largely flat after hours....

1 week ago
Super Micro’s earnings report brings more good news, and the stock is climbing

Super Micro’s earnings report brings more good news, and the stock is climbing

The company impressed Wall Street several weeks ago by teasing an improved profitability trajectory. Super Micro’s lates...

1 week ago
CoreWeave’s stock soars as earnings show major AI momentum

CoreWeave’s stock soars as earnings show major AI momentum

The AI cloud provider topped revenue and earnings expectations, with its CEO cheering “an important inflection point.”...

1 week ago
Cava reports sales growth even as some customers steer clear of lettuce

Cava reports sales growth even as some customers steer clear of lettuce

Cava Group says some diners have switched up their orders to avoid lettuce, but the fast-casual chain has still been abl...

1 week ago
Oracle’s stock has taken a hit as AI spending concerns resurface

Oracle’s stock has taken a hit as AI spending concerns resurface

A lack of clarity around Oracle’s future AI spending plans is keeping investors on the sidelines, one analyst believes....

1 week ago
Social Security expands list of conditions to 314 illnesses for faster disability claims

Social Security expands list of conditions to 314 illnesses for faster disability claims

The “compassionate allowances” list speeds consideration for benefits....

1 week ago
Nvidia just soothed a major market fear about AI, analysts say

Nvidia just soothed a major market fear about AI, analysts say

Nvidia’s new partnerships with financial players help mitigate concerns that the company is too tightly linked to its cu...

1 week ago
Health insurers are dumping Medicare Advantage plans. Here’s how many seniors could be affected.

Health insurers are dumping Medicare Advantage plans. Here’s how many seniors could be affected.

Older adults could be scrambling for new health coverage next year, especially in rural markets that have fewer insuranc...

1 week ago
‘I’m dreaming of cocktails at Château Marmont’: I found $100 in my Airbnb’s communal washer. What should I do?

‘I’m dreaming of cocktails at Château Marmont’: I found $100 in my Airbnb’s communal washer. What should I do?

“The landlord has not been here in months, so I assume it was a previous tenant.”...

1 week ago
Unitree’s IPO may be just the beginning of an investor frenzy over humanoid-robot stocks

Unitree’s IPO may be just the beginning of an investor frenzy over humanoid-robot stocks

The Chinese company will be the first to market in a wave of new humanoid-robotics IPOs....

1 week ago
If you can answer this one question, you’ll never worry about money again

If you can answer this one question, you’ll never worry about money again

YNAB founder Jesse Mecham’s new book has a simple system to end the paycheck-to-paycheck struggle....

1 week ago
Is inflation really slowing? Fed rate hike hinges on July price report.

Is inflation really slowing? Fed rate hike hinges on July price report.

A surprising decline in U.S. jobs last month isn’t enough to discourage the Federal Reserve from raising interest rates ...

1 week ago
I just moved. These 7 tips saved me around $1,000.

I just moved. These 7 tips saved me around $1,000.

Moving always seems to be more expensive than you expect, but these proactive money moves can help cut costs significant...

1 week ago
We live on a farm and have $2.2 million saved for retirement. We’re ready to retire abroad. Can we afford it?

We live on a farm and have $2.2 million saved for retirement. We’re ready to retire abroad. Can we afford it?

”We don’t live lavishly, and sometimes we both think maybe we could upgrade a few things.”...

1 week ago
Airbnb has added thousands of new hotel listings. Will that ruin its charm?

Airbnb has added thousands of new hotel listings. Will that ruin its charm?

The home-rental company is leaning into hotels and third-party amenities to transform into a “one-stop shop” for travel....

1 week ago
Warsh’s changes to forward guidance were tried by one central bank — and here’s what happened

Warsh’s changes to forward guidance were tried by one central bank — and here’s what happened

Canada’s post-2008 playbook shows the volatility risks of Warsh’s no-guidance Fed....

1 week ago
As Lumentum gears up for earnings, here’s a sign the optical trade is clawing back

As Lumentum gears up for earnings, here’s a sign the optical trade is clawing back

A photonics-themed ETF saw better demand in its first trading day than a popular memory ETF did at the same point in its...

1 week ago
Roads, water and telecom towers can beat the AI hype. This fund manager flags the infrastructure stocks to buy now.

Roads, water and telecom towers can beat the AI hype. This fund manager flags the infrastructure stocks to buy now.

Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked...

1 week ago
Wall Street bank urges hedging into July’s CPI — as sell trigger hits highest level in eight years

Wall Street bank urges hedging into July’s CPI — as sell trigger hits highest level in eight years

Well’s Fargo’s sentiment indicator reached 1.4 in August, its most since January 2018....

1 week ago
These 11 midcaps are popular right now among investment newsletters but not because of their market valuations

These 11 midcaps are popular right now among investment newsletters but not because of their market valuations

Bigger than small caps. Smaller than large caps. Are they, as in the fairytale, “just right”?...

1 week ago
Why copper — ‘the commodity for all seasons’ — is more precious than gold nowadays

Why copper — ‘the commodity for all seasons’ — is more precious than gold nowadays

Panumre Liberum argue that copper offers gold’s inflation protection, plus an industrial-backed demand growth story, as ...

1 week ago