stocks

We got more defensive last week as Wall Street raised the bar for AI stocks

We initiated positions in defensive stocks to balance our AI exposure amid higher oil prices and Treasury yields.

CNBC Stocks

Japanese stocks face continued risk aversion despite record profits, Nomura says

Investing.com

OpenAI acknowledges ’wiki incident’ and need for more transparency around unintended AI behavior

Investing.com

U.S. may struggle to build power fast enough to meet rising demand, Barclays says

Investing.com

Foxconn expects Q3 to beat market expectations as AI demand stays strong

Investing.com

Citi pushes Fed rate-cut forecast to June 2027 after resilient jobs market

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States reach agreement at autonomous weapons talks in Geneva

Investing.com

When do higher bond yields become a bigger problem for stocks?

Investing.com

Goldman raises Asia-Pacific equity target on tech earnings outlook

Investing.com

Foxconn says third quarter to outperform market expectations on AI strength

Investing.com

Barclays sees a $3.6 trillion annual investment opportunity in this sector

Investing.com

Seattle Times, Newsday sue OpenAI, Microsoft, alleging copyright infringement

Investing.com

Howmet’s SpaceX threat looks more like a buying opportunity: Bernstein

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AI hiring boom could turn into a surprise tailwind for software: Bernstein

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Starbucks anti-unionization case brought by NLRB narrowed by US appeals court

Investing.com

Exclusive-Anthropic IPO launch shifts toward mid-October, sources say

Investing.com

Boring Company valuation hits $20 billion in latest funding round - WSJ

Investing.com

Bloom Energy, Illumina, and Everpure set to join S&P 500 in quarterly rebalance

Investing.com