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Tech Rally Lifts SPY and QQQ Ahead of Trump's State of the Union
market-news17 hours ago

Tech Rally Lifts SPY and QQQ Ahead of Trump's State of the Union

Tech stocks led a rebound for the S&P 500 ETF (SPY) and Nasdaq 100 ETF (QQQ) on Tuesday, with AMD, INTC, CRM and QCOM up 3%+ and Amazon and Tesla also higher; Trump announced a global tariff of 10% that could rise to 15% later, keeping tariffs in focus; The Conference Board’s February consumer confidence rose to 91.2, while Fed official Austan Goolsbee urged keeping rates unchanged until inflation is at 2%; the State of the Union is tonight at 9 p.m. ET; the S&P 500 gained 0.77% and the Nasdaq 100 gained 1.09%.

via TipRanks|
#market-news#qqq#spy
Claude's AI Upgrades Trigger Tech Stock Selloff
business1 day ago

Claude's AI Upgrades Trigger Tech Stock Selloff

Anthropic’s Claude AI updates—including legal tools in Claude Cowork, a new Code security scan, and COBOL modernization—have helped spark a broad selloff in software and cybersecurity stocks early in 2026. The iShares Expanded Tech Software Sector ETF is down about 26% this year, with names like CrowdStrike, Okta, Zscaler and IBM among those hit as investors fear AI-enabled disruption could reshape software and related industries.

via Business Insider|
#ai#anthropic#business
PayPal Stock Surges as Takeover Talk Draws Private-Equity and Strategic Bid Interest
tech-stocks2 days ago

PayPal Stock Surges as Takeover Talk Draws Private-Equity and Strategic Bid Interest

PayPal stock jumped after Bloomberg reported unsolicited takeover interest, with analysts saying the company may be undervalued at about seven times next year’s earnings and could attract private‑equity or strategic buyers; there’s even chatter about spinning out Venmo, and potential bidders could include large tech or financial players (e.g., for Venmo) as the fintech landscape shifts.

via MarketWatch|
#fintech#paypal#private-equity
Ives Unveils 10 Catalysts to Reignite Tech Stocks Amid AI Selloff
market-news5 days ago

Ives Unveils 10 Catalysts to Reignite Tech Stocks Amid AI Selloff

Wedbush analyst Daniel Ives calls the tech-sector pullback the “AI Ghost Trade” and outlines 10 catalysts to reverse it, including OpenAI funding closure, Nvidia AI demand, Oracle capital raises, Salesforce AI monetization, increased M&A, Apple's Siri AI rollout, CrowdStrike AI monetization, and AI monetization from Microsoft/ServiceNow and Meta/Alphabet; the piece also notes several AI names carry a Strong Buy consensus among analysts.

via TipRanks|
#ai#dan-ives#market-news
AI Anxiety Pushes U.S. Treasuries Toward 4%
markets8 days ago

AI Anxiety Pushes U.S. Treasuries Toward 4%

AI fears are driving markets as the 10-year U.S. Treasury yield moves toward 4%, prompting a shift into defensives and fixed income as tech stocks slump, even as the S&P 500 sits near its January high. Analysts warn AI spending could affect jobs and profits, making the path for yields and growth highly uncertain amid easing inflation and a calmer policy backdrop.

via MarketWatch|
#10-year-treasury#artificial-intelligence#bond-market
Oracle Leads a Tech Rally as Industry Dips in AI-Fueled Week
technology9 days ago

Oracle Leads a Tech Rally as Industry Dips in AI-Fueled Week

Oracle jumped about 12% during a choppy tech week after unveiling plans to fund AI cloud infrastructure, while other top AI names like Microsoft and Amazon sank into bear market territory and Apple faced margin pressures from higher memory prices; Nvidia drifted lower despite good AI headlines. The Magnificent Seven were all negative year-to-date, underscoring a broader tech rout even as Oracle’s rally suggested shifting sentiment around AI investments.

via 24/7 Wall St.|
#ai#bear-market#magnificent-seven
Takaichi’s LDP Victory Sparks Yen Rally and Dow Breakthrough Above 50,000
markets17 days ago

Takaichi’s LDP Victory Sparks Yen Rally and Dow Breakthrough Above 50,000

Japan’s Sanae Takaichi-led LDP won a sweeping supermajority, giving her latitude to push defense spending and tax policy; the yen firmed to about 156.9 per dollar and Tokyo stocks hit records. In U.S. markets, futures were higher and the Dow closed above 50,000 for the first time, with the S&P 500 and Nasdaq rising as tech stocks rebounded after a week of big losses totaling more than $1 trillion in market value. Other notes include a U.S.–India trade framework with agricultural access friction, Trump’s removal of a 25% tariff on Indian oil from Russia, Luckin Coffee opening its first high-end Shenzhen store, and SpaceX/xAI shaping Elon Musk’s path to a potential trillionaire fortune.

via CNBC|
#dow-50000#japan-election#market-rally
Dow Clears 50,000 Milestone as Futures Edge Higher Ahead of Key Data
business17 days ago

Dow Clears 50,000 Milestone as Futures Edge Higher Ahead of Key Data

U.S. stock futures rose on Sunday as investors await the January jobs report and the CPI, following a volatile week in which the Dow closed above 50,000 for the first time after intraday highs. Sectors like software led a rebound in tech stocks, Bitcoin rebounded above $70,000, and traders are eyeing earnings from Coca-Cola and Ford this week. The market mood hinges on the delayed data releases and upcoming inflation figures to guide the week’s direction.

via CNBC|
#business#dow-50k#earnings
Bitcoin slips below $70k, wiping out post-election rally gains
markets20 days ago

Bitcoin slips below $70k, wiping out post-election rally gains

Bitcoin slid about 8% to around $67,000, below $70,000 for the first time since November 2024, as a tech-stock sell-off dragged crypto prices lower; ether fell about 9% to $1,950. The move erases gains from a Trump-era rally that had propelled Bitcoin to a peak above $125,000 last year, with investors shifting toward gold as enthusiasm waned and US crypto legislation stalls. Kalshi traders priced in roughly a 90% chance Bitcoin falls below $60,000 this year. Michael Saylor’s Strategy company fell about 13% on the day, and Gemini announced a plan to lay off about 200 employees to cut costs.

via Financial Times|
#bitcoin#cryptocurrencies#markets
Buying Microsoft on the dip? The real question is whether it’s better-than-average.
tech-stocks25 days ago

Buying Microsoft on the dip? The real question is whether it’s better-than-average.

Microsoft’s stock is near a three-year low, making it tempting on a dip, but analysts say there may be no near-term catalyst; the key question is whether Microsoft is a better-than-average company given AI spending and Azure growth, with potential long-term upside from higher-margin, first-party software and services.

via MarketWatch|
#ai#artificial-intelligence#cloud-computing
Tech Titans and Auto Giants Vie for Week’s Earnings Spotlight
markets1 month ago

Tech Titans and Auto Giants Vie for Week’s Earnings Spotlight

Earnings season is in full swing with Tesla, Microsoft and Meta among the Magnificent Seven leading a busy week of reports across tech, defense, telecoms and industrials. Benzinga lays out a dense calendar from Jan 26–30, noting premarket opens and after-hours closes, with UnitedHealth and UPS among names reporting before the open Tuesday, Apple after Thursday’s close, and Western Digital/SanDisk Thursday afternoon, plus a long list of other firms and the iPhone cycle, AI-driven cloud spending and margin dynamics shaping expectations.

via Benzinga|
#ai#earnings-calendar#evs