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9월 16일 (수)
- 06:34How the Iran war is transforming the relationship between stocks, bonds and oil
Oil is increasingly calling the tune in global markets as rising energy prices make investors nervous.
- 05:31Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce
Chip stocks linked to OpenAI rebounded a bit on Tuesday, but Oracle shares extended their losses.
- 05:20Dow clinches its worst September start since 2008 as history repeats itself
The Dow Jones Industrial Average on Tuesday posted its worst performance during the first 10 days of September since 2008.
🇺🇸 MarketWatch주식
- 04:26Here’s what investors need to watch for on Wednesday — in addition to a Fed rate hike
Investors are largely anticipating the Fed will raise its benchmark interest rate on Wednesday, but a single rate hike is not what’s creating angst on Wall Street.
- 02:59Stocks have so far survived rising Treasury yields. But that may be about to change.
Strong earnings growth has cushioned the stock market from rising yields. But ever-rising bond rates may eventually take a toll.
- 02:18AI stocks are rebounding. One analyst says there’s no spending slowdown in sight.
Customers are signing multiyear deals for chips and more: “That’s not what the front end of a downturn looks like.”
- 01:45Institutional investors are dangerously overinvested in stocks
Why isn’t the big money more fearful?
🇺🇸 MarketWatch주식
- 01:26Tech stocks haven’t been this cheap since the launch of ChatGPT. Should you buy in?
A potential AI slowdown has injected uncertainty into tech stocks, but some analysts believe the fears are overblown
🇺🇸 MarketWatch주식
- 01:16Wall Street may have gotten the ‘slower AI’ story all wrong
A world where AI companies slow their development isn’t necessarily bad for chip makers or great for software vendors.
- 00:16How many rate hikes are on tap? Wall Street hopes to connect the Fed’s ‘dots.’
If the Federal Reserve jacks up interest rates this week to try to tame inflation, investors hope to connect the dots to figure out how much more the central bank will raise borrowing costs.
9월 15일 (화)
- 22:18An AI bubble is no longer Wall Street’s biggest fear. This stock-market risk just took its place.
Global fund managers are more worried about a “disorderly rise” in bond yields than a bubble for AI, says Bank of America’s latest survey.
- 22:03Saudi Arabia may be just days away from not being able to export much oil
The oil exporting kingdom is now dealing with the shutdown of its East-West pipeline. Energy prices ‘are only going to rise on the back of this.’
- 21:56A Wall Street firm just lowered its S&P 500 price target. Start of a trend?
In what may be a first since the early days of the war between the U.S. and Iran, a Wall Street firm is lowering rather than raising its S&P 500 year-end target.
🇺🇸 MarketWatch주식
- 20:24It might be time to consider the ‘most hated, under-owned asset class,’ says this strategist
Vincent Deluard, market strategist at StoneX, recommends pairing British equities with a trade that shorts the euro against the Japanese yen.
- 18:05Morgan Stanley joins Goldman Sachs in 11th-hour switch to forecasting a Fed hike
Morgan Stanley late on Monday joined Wall Street rival Goldman Sachs in changing its call from the Federal Open Market Committee leaving rates unchanged to the U.S. central bank hiking interest rates.
- 08:19AI doomsday fears are arriving at the worst possible time for the stock market
The latest cracks in the AI trade are emerging at a particularly troubling time for investors.
🇺🇸 MarketWatch주식
- 06:11Chip stocks were a safe AI play. Now they’ve turned into the market’s pain trade.
A slowdown in the pace of AI development wouldn’t necessary dent spending, but there are other reasons semiconductor investors may want to take a measured approach.
- 06:11CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat
The software sector outperformed the chip sector to a historic degree in the face of escalating AI fears.
- 05:56Micron, Nvidia and other chip stocks fall after tech leaders call for an AI slowdown. Here’s what to know.
Analysts don’t expect the push for more responsible AI development to derail data-center spending.