تابع أحدث الأخبار المالية والاقتصادية وتحديثات الأسواق والتقارير والتحليلات على PipVero.
Ed Yardeni, Yardeni Research, joins 'Closing Bell' to discuss Yardeni's outlook for equity markets, earnings estimates and much more.
Amid heightened AI-related scrutiny, volatile energy prices tied to the ongoing Iran conflict, and mounting uncertainty over the Fed's policy path, equities were mixed in July, with the Nasdaq-100 declining roughly 7% for its worst month since March 2025.
CNBC's Jim Cramer said the collapse of AI-focused hedge fund Situational Awareness removed a major source of forced selling, allowing technology stocks to rally on strong fundamentals. He said the timing was critical, with the fund's unwind coinciding with earnings season and helping companies like ServiceNow finally see strong results rewarded by investors.
The new framework, completed in recent days, is seen as most likely to affect OpenAI, Anthropic and Google.
U.S. President Donald Trump's administration on Tuesday told leading AI companies that it will not safety-test open-weight AI models, according to two sources familiar with the discussions.
The voluntary review process will cover closed-source artificial intelligence models, but exclude those that publish the underlying code.
Marley Kayden reminds investors that positive commentary from Treasury Secy. Bessent led to a premarket rally in stocks and potentially some relief in crude oil prices.
The semiconductor index fell into a bear market despite “unprecedented” profit increases.
U.S. stocks are entering what has historically been the weakest stretch of the year, but unusually bearish investor sentiment could help limit any pullback, according to Ned Davis Research.
Energy Transfer LP Common Units (ET) Q2 2026 Earnings Call Transcript
Grab offers a compelling opportunity as investors rotate into lagging names amid rising market dispersion. GRAB's Q2 results showed accelerating GMV and a post-earnings rebound, despite the stock being down over 25% YTD. I reiterate my "Buy" rating on GRAB, supported by upgraded FY26 guidance and improving growth at a reasonable valuation.
Stocks have shot higher over the past four trading sessions, and investors who are worried about missing out are piling into bullish options bets just to try to keep up.
The Dow had its best day in nearly two months and the S&P 500 rose to new highs.
Markets are misjudging risk by focusing on geopolitical noise; Kevin Warsh's hawkish Fed stance is the real threat to equities. Warsh's focus on balance sheet reduction and questioning of ample reserves could drive yields higher and unsettle markets.
U.S. stocks surged and oil fell sharply after Treasury Secretary Scott Bessent said the U.S. could reach a deal with Iran to reopen the Strait of Hormuz “today or tomorrow.”
