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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.
Nvidia's valuation and credit metrics remain stable while Broadcom and Oracle see P/E shrinkage and wider CDS spreads amid AI sector stress.
A new S&P 500 ETF offers an all-or-nothing bet on the index hitting 10,000.
AT&T, Verizon and T-Mobile stocks fell sharply, marking the biggest one-day decline for telecoms in over a decade amid growing competition from SpaceX.
A new report shows AI-based stock selection hasn't improved year-to-year outperformance against broad-market index funds.
Bank of America warns that a Democratic sweep of Congress could dampen risk appetite and push stocks lower.
Shares of Nvidia and Micron climb as a new report offers a brighter view of OpenAI’s finances.
Analysts note that bull markets exceeding four years historically rarely end, suggesting continued strength for investors.
Nvidia-backed AI data-centre company Firmus cancels planned mega-IPO citing market volatility.
SpaceX’s purchase of Grain Management’s 800 MHz spectrum lifts cell-tower stocks, putting pressure on AT&T and Verizon shares.
OpenAI’s lower revenue report has pulled AI chip stocks like Micron and Nvidia down, but analysts say the dip reflects reporting differences, not demand.
Mortgage rates above 7.5% make buying less attractive, prompting investors to favor rental markets over home purchases.
Analyst notes Palantir’s growing market potential and strong business model, suggesting a buying opportunity.
