Ray Dalio warns that the cushion protecting stocks from rising bond yields is shrinking, and earnings may not be enough to shield equities further.
S&P 500 bull market enters fourth year with 119% gain, historical data suggests further upside despite eventual bear risks.
SpaceX agreed to buy a nationwide low-band spectrum portfolio, sending Verizon, AT&T and T-Mobile shares down about 6% each in after-hours trading.
Three infrastructure suppliers gain as OpenAI and Anthropic spend billions on data centers, despite the AI firms' combined $80B losses.
Oracle stock dropped over 5% after a report indicated OpenAI's annualized revenue was $20 billion lower than expected, sparking concerns over AI spending.
Short sellers borrowed nearly all of MiniMed's shares as traders exploited Medtronic's swap offer expiring Friday.
JPMorgan warns small-cap stocks face risk from rising bond yields but picks two stocks to own.
Panmure Liberum's Joachim Klement predicts the S&P 500 will fall to 5,000 by 2027, warning of an AI-triggered crash.
European stocks opened sharply lower as bond yields hover near multi-decade highs, with Italy leading declines.
Ariel Investments' John Rogers says overlooked consumer stocks like J.M. Smucker will shine when the AI bubble bursts, citing deep discounts.
Samsung Electronics posted a record quarterly operating profit of about 107 trillion won, but shares fell 0.7% as some investors had expected a larger beat.
Goldman Sachs investors see AI power demand as settled, with delivery now the key constraint on infrastructure buildout.
Mainland Chinese markets reopen after a week-long break, with gold feeling their absence. The data calendar looks uneventful.
Lumentum shares soared about 570% in a year, outperforming Nvidia and Micron, driven by AI infrastructure demand.
Morgan Stanley upgraded Brazil to overweight, forecasting 10% more gains in equities and the real by year-end.