◼ Archived
Business
Rising Yields Are Wreaking Havoc on Stocks Outside the AI Trade
Rising Treasury yields are creating a divergence in the equity market, pressuring non-AI stocks while the S&P 500 maintains potential for new highs.
Ai Trade
27 trends tracked about this subject — the full history, oldest to newest below.
◼ Archived
Business
2 key checks for the AI trade and the economy: What to watch this week
Markets face a pivotal week driven by crucial economic data, upcoming corporate earnings, and major technology events.
◼ Archived
Business
Global selloff in stocks as bond market enters ‘new era’ of risk
Global equities decline as surging oil prices and rising bond yields trigger market jitters ahead of central bank decisions.
◼ Archived
Business
🔮 fades ✓
CNBC Daily Open: Nvidia carries world of AI on its shoulders
2 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
◼ Archived
Business
🔮 fades ✗
Here’s Why Nvidia Stock Is Down Today—Again
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
◼ Archived
Business
🔮 fades ✓
AI trade In focus, Iran sanctions loom
Financial markets are tracking a critical week centered on the volatility of the AI trade and the potential implementation of sanctions against Iran.
◼ Archived
Business
🔮 fades ✓
Nvidia is the beating heart of the AI boom and the stock market
Nvidia's upcoming earnings report, featuring a $92 billion figure, is positioned as a critical turning point for the broader AI investment trade.
◼ Archived
Business
🔮 holds ✗
US Futures Edge Lower With AI Spending in Focus: Markets Wrap
US futures and global markets are slipping as investors grow anxious over AI spending and await high-stakes updates from Nvidia and the Federal Reserve.
◼ Archived
Business
🔮 fades ✗
Oppenheimer has a blunt Nvidia stock message ahead of earnings
Oppenheimer delivers a blunt message on Nvidia stock as markets brace for critical Q2 earnings reports and crucial AI trade tests.
◼ Archived
Business
🔮 fades ✓
Sandisk stock surges as Wall Street cheers flash memory maker's bullish outlook
SanDisk stock experiences a significant surge as investors react positively to the flash memory manufacturer's optimistic future outlook.
◼ Archived
Business
🔮 holds ✗
South Korea's Kospi swings from bear to bull-market territory in just over a month on AI trade
9 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
◼ Archived
Business
🔮 fades ✗
CAT Stock Lifts Dow Jones With Massive Earnings Beat
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
◼ Archived
Business
🔮 fades ✓
All But 2 "Magnificent Seven" Stocks Are Underperforming the Market This Year. Here's 1 Company I'd Load Up On and 1 I'd Avoid
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
◼ Archived
Business
🔮 fades ✓
Goldman Sachs sees AI trade stabilizing as strong earnings keep bull market intact (META:NASDAQ)
Financial markets focus on artificial intelligence investments as Goldman Sachs observes stabilizing trade dynamics.
◼ Archived
Business
🔮 fades ✓
4 Hyperscalers, One Message: The AI Trade Isn’t Over (NYSEARCA:SPY)
Major hyperscale cloud providers are signaling that the investment cycle for artificial intelligence remains strong despite market volatility.
◼ Archived
Business
🔮 fades ✓
Stock Market News, July 31, 2026: Apple Stock Falls, but Nasdaq Marches Higher
U.S. markets diverge as strong Amazon earnings clash with Apple chip struggles and a volatile month for the Nasdaq.
◼ Archived
Business
🔮 fades ✗
Microsoft blinked a little in the AI capex race. Wall Street loved it.
Microsoft stock is soaring as Wall Street reacts positively to a strategic shift in the company's AI capital expenditure approach.
◼ Archived
Business
🔮 fades ✗
Nasdaq-100 slides into correction as global chip and memory stocks sell off
The Nasdaq-100 has entered a correction phase as a global sell-off in chip and memory stocks destabilizes the artificial intelligence trade.
◼ Archived
Business
🔮 fades
Stock futures climb as traders shift focus to earnings amid Middle East tensions: Live updates
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
◼ Archived
Business
🔮 fades
'Earnings need to be strong': Wall Street assesses next catalyst for AI trade
Wall Street is pivoting toward non-AI investments as the semiconductor index enters a bear market and AI stocks lose momentum.
◼ Archived
Business
🔮 fades
Three themes emerge as AI momentum trade turns volatile: Goldman Sachs (SP500:)
Goldman Sachs identifies three new investment themes as the high-momentum AI trade enters a period of increased volatility.
◼ Archived
Business
🔮 fades
Big Tech earnings test tech's big rotation: What to watch this week
Wall Street focuses on a critical week of megacap earnings as Alphabet, Tesla, and Intel test the stability of the AI trade and tech rotation.
◼ Archived
Business
🔮 fades
S&P 500, Nasdaq fall as chip stocks weaken; earnings and data in focus
Major indices including the S&P 500 and Nasdaq are retreating as the artificial intelligence trade loses momentum and chip stocks tumble.
◼ Archived
Business
🔮 fades
US Stocks Stall as AI Rally Faces Fresh Scrutiny: Markets Wrap
US stock markets are stalling as the massive AI-driven rally faces renewed scrutiny and significant volatility in chip stocks.
◼ Archived
Business
🔮 fades
SK Hynix Stock Drops as AI Fears Resurface
SK Hynix shares have plummeted following a Nasdaq debut, as renewed AI trade anxiety triggers a broader chip sector rout across Asia and the U.S.
◼ Archived
Business
🔮 fades
S&P 500, Nasdaq close sharply higher as Broadcom rallies
Major U.S. stock indices climb as chip-sector performance dominates market sentiment.
◼ Archived
Business
🔮 fades
S&P 500 and Nasdaq futures extend gains after a strong week on Wall Street: Live updates
U.S. stock futures climb Monday, extending a post‑holiday rally as investors eye Fed minutes and AI trade reassessment