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Original OpenBook briefings on stocks, earnings and indices such as the S&P 500 and Nasdaq, based on public market reporting. Follow an instrument on its market page.
Anthropic may stay private if market conditions worsen, delaying its planned November IPO.
Investors poured record money into a leveraged semiconductor ETF, but AI buildout concerns led to a sharp pullback.
Starlink's cell-tower talks have triggered a sell-off in Verizon, AT&T and T-Mobile shares as investors weigh potential competition.
Bloom Energy exceeded earnings by 36% and revenue by 15%, but the stock did not rally, reflecting cautious sentiment around AI-driven data-center growth.
A once-in-two-decade market breadth signal has appeared, prompting analysts to assess its implications for equity markets.
Oil prices edge toward levels seen during the Iran war as tanker freight costs climb, signaling potential supply pressure and market volatility.
Micron and other chip names fell as Tesla lowered its near-term spend target and Lam Research reported weaker-than-expected results.
JPMorgan analysts note easing hedge fund bets suggest limited downside for equities.
Tesla shares fell after Elon Musk offered no updates on a potential SpaceX merger, leaving investors uncertain.
Analysts caution that a Tesla-SpaceX merger could be detrimental, citing strategic and financial mismatches.
Saturna Capital’s Simon King spotlights two base-metal linked AI stocks as affordable options for investors seeking less-traveled AI trades.
Earnings season deepens insights into consumer spending and corporate health beyond the tech sector.
