Bank of America doubles down on Nvidia stock
Cisco Systems gave investors plenty to like in its fiscal fourth-quarter report, but the market’s reaction showed how high expectations have become for one of 2026’s strongest AI infrastructure trades.
Markets
Brian Sullivan: Gulf nations are unlikely to agree to a toll plan for Strait of Hormuz safe passage
Exactly how many ships - and how much oil - are getting through the Strait of Hormuz? With apologies to Shakespeare's Hamlet, that is the question.
Sugar Prices Rally on the Outlook for Tighter Global Supplies
October NY world sugar #11 (SBV26) is up +0.49 (+2.79%) today, and October London ICE white sugar #5 (SWV26) is up +8.70 (+1.69%).
Why these analysts say bitcoin will double by next year — and could reach $500,000 by the end of the decade
Bitcoin (BTC) price climbed to its highest level since early March, trading above $88,800 as the cryptocurrency market capitalization expanded amid growing concerns over Federal Reserve (Fed) independence following Pres…
Kansas City Fed's Schmid says inflation 'stubborn' and 'sticky,' policy rate not restrictive
Kansas City Federal Reserve President Jeffrey Schmid said Thursday that inflation is still too high, though he stopped short of calling for an interest rate hike.
American Airlines adds batch of new international routes on its XLR planes
American Airlines announced Thursday it will add seven international routes to its 2027 schedule, with many of those on its Airbus A321XLR planes.
Trump administration reportedly considering ‘new round of sweeping tariffs on semiconductors’ – business live
The Trump administration is reportedly considering a new round of sweeping tariffs on semiconductors – despite warnings from technology companies that the move could harm US hopes of dominating artificial intelligence.
Bear of the Day: Louisiana-Pacific (LPX)
Trading near a 52-week low of $68 a share, Louisiana-Pacific’s LPX) stock has fallen sharply in the last three months as analysts have started to cut price targets and warned of declining earnings in correlation with on…
Nvidia jumps 7% after blockbuster earnings boost AI confidence
Nvidia shares rose Thursday after the chip giant's revenue guidance reassured investors that artificial intelligence demand will remain strong.
Stocks Finish Little Changed Ahead of Nvidia Earnings
The S&P 500 Index ($SPX) (SPY) closed down by -0.02% on Wednesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down by -0.21%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up by +0.05%. E-mini S&P futures (ES…
After Meta's landmark settlement with state AGs, legal headaches remain
Meta's $16.7 billion settlement in a federal social media addiction case represents a dramatic concession for the social media company after years of fending off attacks from state litigators. There could be much more t…
Bull of the Day: Wayfair (W)
Wayfair, a Zacks Rank #1 (Strong Buy), has quietly become one of the most compelling turnaround stories in retail.
10 Software Stocks to Watch as Salesforce Soars Following Earnings Report
In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski discuss last week’s market activity and what to make of the surging yield on the 30-year Treasury bond. They cover what to wat…
HP earnings beat expectations but shares tumble on lower PC shipments, margin
HP Inc. stock steadies close to recent highs as investors on August 19, 2026 digest a second-quarter earnings beat, stronger PC demand and a reduced full-year guidance corridor for fiscal 2026 (US40434L1052). Per a rece…
U.S. considers fresh round of tariffs on semiconductors, report says
U.S. President Donald Trump's administration is reportedly considering new tariffs on U.S. semiconductors, as tech giants race to beat China in the AI infrastructure buildout.
Europe’s gas stores are running low — and prices could top 100 euros this winter
Europe is struggling to fill its natural gas stores ahead of winter, raising the risk that competition with Asia for supplies will push prices above 100 euros (around $117) per megawatt-hour for the first time since its…
Qantas shares jump after earnings as airline unveils new business-class seats
Shares of Australian carrier Qantas Airways jumped 4% on Thursday after the airline reported full-year earnings and unveiled new business-class suites amid growing demand for premium travel.
Tanker attack tests Trump’s claim that Hormuz is a 'functioning strait'
An oil tanker was struck by an unidentified projectile in the Strait of Hormuz, the UK Maritime Trade Operations agency said in a post Thursday, the latest in a string of sporadic attacks that have kept ships away from …
Stocks Finish Little Changed Ahead of Nvidia Earnings
The S&P 500 Index ($SPX) (SPY) closed down by -0.02% on Wednesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down by -0.21%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up by +0.05%. E-mini S&P futures (ES…
Dollar Supported by US Economic Strength
The dollar index (DXY00) today is up by +0.08%. The dollar today recovered from early losses and is modestly higher, just below Wednesday’s 2-year high. Better-than-expected US economic news today supported the dollar. …
What to know about Hugging Face, the open-source AI startup reportedly catching Nvidia’s eye
This is Grab’s most significant outlay to date and it marks its first move outside of Southeast Asia, where it currently serves eight countries. When Grab got itself profitable last August, we suggested it could use its…
Fed’s Lisa Cook denies committing mortgage fraud, says Trump has no grounds to remove her from office
Cook’s lawyer says she made an inadvertent error listing her apartment in Atlanta as a primary residence
I just had my first baby and don’t want to go back to work. Is quitting for a year a bad idea?
There are a myriad of reasons women leave or pause their careers. From love to children, marriage, relocation, a partner’s request, or circumstances that feel entirely out of their control, the paths that lead women awa…
Easing Supply Fears Weigh on Cocoa Prices
Cocoa prices are slightly lower today. Prices have been under pressure this week on signs of abundant global cocoa supplies. Last Friday, Bloomberg reported that Nigeria’s July cocoa bean exports rose +18% y/y to 16,052…