OpenAI targets $100bn in ad revenue by end of decade, Semafor reports
A $100 billion advertising target by 2030 puts OpenAI in direct competition with the established revenue models of Al ...
AI, fiscal spending and credit growth to drive markets higher, UBS says
The $820 billion AI capex forecast for 2026, rising to roughly $990 billion in 2027, is the single most consequential ...
Liquidity squeeze, not rate hikes, is the near-term threat to stocks, says Morgan Stanley
Wilson’s liquidity warning is the most actionable element for traders: with the Reserve Management Program down ...
Market recap: Tech giants stumble amid semiconductor rally
Sector OverviewToday’s US stock market heatmap highlights a mixed performance across key sectors. Here’s ...
US futures – Globex – has opened for the new week, equity indexes down, oil up
Earlier:AXIOS report that US and Iran make headway on Hormuz access ahead of technical-level talksQatar moves to cont ...
Tech breakthrough: Semiconductors surge, energy struggles
Sector Overview: Tech Drives the MarketThe technology sector, particularly semiconductors, leads the market today wit ...
Tech stocks face mixed fortunes: Broadcom surges while Microsoft tumbles
Tech stocks face mixed fortunes: Broadcom surges while Microsoft tumblesThe US stock market today presents a tapestry ...
Semiconductors struggle as financial and consumer sectors shine
📈 Sector OverviewThe U.S. stock market showcases a mixed picture today, primarily driven by sharp declines in ...
Hedge funds dust off pre-war playbooks as Iran deal reshapes market outlook – noodle pivot
The trade is essentially a reversal of the war premium across asset classes: long bonds, short dollar, long Asian equ ...
Semiconductor surge: Major tech rallies while energy stocks stumble
📈 Semiconductor Surge: Major Tech Rallies While Energy Stocks StumbleToday’s US stock market presents a mixed ...
US equity index futures roll to September today, June contracts near expiry. What you need
Today marks the official CME roll date for U.S. equity index futures, the Monday prior to the third Friday of the exp ...
Another day, another South Korea trading halt. Kospi futures +5%
Equities catching a solid bid on the news of the US-Iran peace proposal. MoU due to be signed Friday. Hopefully. Iran ...