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nvidia's stock slid despite the company being a direct beneficiary of rising ai spending. investors are now focused on the threat of more competition in the ai-chip market. the slide happened even as major tech companies continue to announce massive capital expenditure plans for ai infrastructure. the concern
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j.p. morgan strategists say the oil market's safety buffer could start to buckle as early as june if the iran war drags on. the bank's analysts warn that the cushion the market has relied on after middle east export disruptions may hit a breaking point.
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u.s. jobless claims dropped to a 57-year low last week, the lowest reading since the late 1960s. the number of people filing for unemployment benefits fell sharply, suggesting layoffs remain rare even as the broader economy cools. the data underscores a paradox: jobs are hard to find for those
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the fed's preferred inflation gauge jumped in march — the biggest monthly increase in nearly three years. the core pce price index, which strips out food and energy, rose 0.4% for the month, pushing the annual rate to 2.8%. that's up from 2.7% in
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the real money in ai isn't in the apps — it's in the industrial backbone keeping the lights on. three companies are cashing in as big tech pours capital into agentic ai infrastructure. these firms supply the physical gear — power systems, cooling, and grid equipment — that hyperscalers
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lilly is now selling $12.9 billion of its glp-1 drugs every three months. that's the tirzepatide franchise — mounjaro and zepbound — and the company says the next quarter will be even bigger. the drugs treat diabetes and obesity, and demand keeps climbing. lilly didn't give a
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oil futures fell sharply thursday morning, reversing course after hitting a four-year high earlier in the week. the trigger for the drop was a report that trump is considering escalating the conflict in iran. traders had pushed prices up on supply fears, but the latest headline shifted sentiment quickly. no
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morgan stanley pushed back its forecast for fed rate cuts after the latest fomc meeting. the bank says core inflation is too sticky for the fed to ease anytime soon. the call hinges on middle east instability. morgan stanley argues that until events there stabilize, inflation won't cool
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chipotle shares jumped 6.2% after hours wednesday after the chain posted a surprise same-store sales gain for the first quarter. the company pulled it off despite raising prices — bucking wall street's worry that higher menu costs would scare off diners. chipotle's customers kept coming, even
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alphabet shares jumped the most among big tech on tuesday after earnings beat estimates. cloud revenue came in at $11.4 billion, up 35% from last year, and that growth helped justify the company's higher capex plans. management said they'd spend $75 billion this year on
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powell said wednesday he won't leave the fed early, telling reporters he'll "continue to serve as a governor for a period of time to be determined." the outgoing chair's decision is a blow to trump, who had pushed for powell's
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iran's conflict is pushing bond yields higher as investors worry about an oil shock and sticky inflation. this comes just before jerome powell's final press conference as fed chair — his last chance to steer market expectations. the bond selloff reflects two fears at once: higher energy