The latest general market headlines, straight from the news wire - image, source, first paragraph, and a link to the full story. No AI summaries or scoring here, just the news in reverse-chronological order.
A steady stream of ships has passed through the Strait of Hormuz in secret in recent days, while observable traffic has dwindled. Shipowners' preference to go dark when pushing through Hormuz comes as the US and Iran exchange tit-for-tat attacks and also offer competing narratives of who is in charge of the strait.
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Europe has imported jet fuel from the U.S. and Asia, raised its refiners' output and drawn on stocks to keep planes flying – and yet it remains the region most exposed as renewed Middle Eastern tension raises the risk of further supply disruption.
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The fast-fashion retailer has received China's nod for its long-awaited Hong Kong initial public offering, after its efforts to go public in the U.S. and London faced geopolitical and regulatory hurdles.
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A steadier economy and stubborn inflation have put a rate increase in play. The new chairman, who testifies this week, hasn't tipped his hand.
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SpaceX (SPCX) is a long-term favorite, but current valuation and post-IPO technicals warrant patience before adding; expect volatility around Starship launch. Meta Platforms (META) is regaining momentum as AI initiatives drive optimism; I am rebuilding my position, anticipating new highs if execution continues.
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Ponce Financial continues to outperform, delivering strong deposit growth, improved asset quality, and robust net interest margin expansion. PDLB maintains low brokered deposits (2.6%) and manageable uninsured deposit exposure (22.1%), supporting balance sheet stability and organic growth.
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Oil prices rose in early Asian trade after the U.S. conducted multiple waves of strikes on Iranian military targets Sunday, while Iranian forces fired at commercial vessels transiting the Strait of Hormuz.
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Tech giants are borrowing even more than expected, weighing on bond prices.
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Oil prices rose and U.S. stock-index futures slipped on Sunday, after the U.S. and Iran continued their tit-for-tat attacks around the Strait of Hormuz over the weekend.
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The U.S. and Iran disputed whether Hormuz was open to ship traffic after trading strikes over the weekend.
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The U.S. says the strait is open to shipping traffic, but Iran said it's closed.
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Evercore ISI head of technical analysis Rich Ross explains why the momentum bull market for stocks remains intact and more on ‘Making Money.'
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Bloomberg Intelligence analyst Herman Chan says major US banks are poised to report strong earnings, driven by trading, investment banking and resilient lending, with investors focused on consumer health, credit quality, net interest margins and AI-related financing activity.
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I think Silicon Valley has shifted to 'definite optimism,' prioritizing AI investment and CapEx over share buybacks, fueling a new era for US equities. The market is likely to focus on companies' AI efficiency roadmaps, unit economics, and future deployment strategies rather than immediate ROI in upcoming earnings.
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Bloomberg's Michael McKee says Federal Reserve Chair Kevin Walsh is likely to use his first Humphrey-Hawkins testimony to emphasize price stability while avoiding firm guidance on future policy moves as lawmakers press him on inflation, the balance sheet and his newly created policy task forces.
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Inflation will loom large this week, with the government releasing new Consumer Price Index data and big bank earnings shedding light on how Americans are keeping up.
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Analysts generally lower their estimates in the months before earnings. But thanks to the energy and tech sectors, expectations have actually climbed heading into second-quarter results.
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Credit default swap spreads are widening for both hyperscalers and semiconductor giants, signaling rising caution in the credit markets. Oracle, Meta, Amazon, Microsoft, Alphabet, Nvidia, AMD, Intel, and Broadcom are experiencing CDS spread increases, with some reaching multi-month highs.
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Bloomberg's Abeer Abu Omar and ABC News' Shannon Kingston say renewed attacks in and around the Strait of Hormuz have undermined fragile diplomatic efforts, with Gulf allies pressing to revive negotiations as shipping and regional security remain under threat. They say technical talks continue to face resistance from hardline factions in Iran, while Sen.
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U.S. equity markets pushed higher ahead of earnings season, brushing off rising benchmark interest rates and a more unfavorable turn in the Middle East conflict as Iran risks resurfaced. Iran war developments returned to center stage as the tentative U.S.-Iran ceasefire unraveled after another round of strikes and Iran's reported closure of the Strait of Hormuz rattled markets again.
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As earnings season kicks off, AI investment remains front and center.
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Frontline plc remains a Strong Buy with a $52 price target, implying 42% upside from current levels. Q2 earnings are largely locked in, with 82% of VLCC days fixed at $181,700/day, supporting a potential 9.3% quarterly dividend yield. Spot and time charter rates remain robust post-peace framework, with structural tightness expected through 2027 despite a record orderbook.
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Second-quarter earnings season shifts into high gear this week, with major banks kicking off results alongside key inflation reports and major reads on AI spending.
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Economists have lowered the probability of recession, but see inflation staying higher longer, according to the latest WSJ survey.
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Mar Vista's U.S. Quality Premier strategy returned +10.15% net-of-fees in the second quarter of 2026. GE Aerospace, Alphabet and Taiwan Semiconductor Manufacturing were among the portfolio's top contributors for the quarter, appreciating +31.70%, + 23.25%, and + 41.57%, respectively. During the quarter, we initiated new investments in ASML Holding and exited our position in Intuit.
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Analysts expect Alphabet's second-quarter capital expenditures to reach $44.9 billion, a 100% increase from the prior year period.
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Csquare, a data center operator backed by Brookfield, is going public as investors are growing skeptical about AI and IPOs.
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The fresh strikes were a response to a Revolutionary Guard attack on a containership in the strait, officials say.
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Nasdaq is upgraded to buy, as valuation has become attractive despite technical weakness and underperformance versus the S&P 500. NDAQ delivered double-digit revenue growth, robust operating margins, and strong free cash flow, with all divisions contributing to performance. Earnings outlook is solid, with FY 2026 EPS potentially reaching $4 and recent sellside upgrades outpacing downgrades.
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The U.S. military has launched a third round of airstrikes against Iran, Central Command said in a statement. The strikes are in response to an Iranian attack on a containership transiting the Strait of Hormuz, Centcom said.
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The S&P 500 is up 10.7% YTD and sits just 0.45% below its all-time closing high, signaling ongoing bull market strength. Tech, especially the Mag 7, led last week's rebound with a 4.9% gain, while small caps and materials lagged.
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Bloomberg Economics analysts Becca Wasser and Dina Esfandiary say the US and Iran remain far apart on key issues, with intermittent strikes and negotiations likely to define the conflict for the foreseeable future.
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Atlanta Braves Holdings is rated BUY, driven by diversified earnings from mixed-use property and baseball-related activities. 2Q26 results will likely be fueled by continued growth in Battery Atlanta with weaker performance in baseball revenue due to fewer home games.
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Elon Musk has become the world's first trillionaire following SpaceX's record-breaking IPO, creating a fortune unlike anything seen in modern history. Nobel Laureate Paul Krugman and Yale economist Natasha Sarin argue the milestone is about far more than one entrepreneur's wealth—it reflects how today's economy rewards ownership of rapidly-appreciating assets, and exposes the limits of a tax…
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Senior Fellow at the Council on Foreign Relations Clara Gillespie says Gulf energy flows face an uncertain recovery as producers work to clear ships, bring in tankers, restart halted output and repair damage to refineries, LNG facilities and ports.
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Bloomberg News Middle East reporter Dan Williams says negotiations between the US and Iran remain focused on securing freedom of navigation through the Strait of Hormuz, even as President Donald Trump's escalating rhetoric underscores the fragile state of the ceasefire.
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Why protracted bear markets may be a thing of the past.
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Atlanticus Holdings Corporation delivers robust growth, driven by the Mercury acquisition and advanced fintech capabilities, positioning it as a standout in consumer finance. ATLC posted Q1 2026 revenues of $679.5M (tripling YoY), EPS of $2.23, and managed receivables of $6.7B, reflecting operational scale and profitability.
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During his first month as chair of the Federal Reserve, Kevin Warsh has made clear that he believes less is more when it comes to explaining his views on the economy.
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Retail investors, long considered one of the strongest pillars supporting the US stock market since the pandemic, are becoming increasingly selective as market leadership shifts rapidly and alternative investment opportunities gain traction. Recent data suggest individual investors are rotating between themes rather than making broad-based bets on the stock market.
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Wall Street wrapped up a mixed week as Middle East tensions flared after President Trump declared the Iran ceasefire over—even as talks continue and new sanctions loom—while PepsiCo's Q2 results highlighted softer U.S. consumer demand and SK Hynix (SKHYV) soared in the largest-ever foreign IPO.
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FOX Business correspondent Grady Trimble discusses the rising cost of jet fuel, which saw a 10% increase from Tuesday to Wednesday, raising concerns about elevated airfares for the summer travel season.
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President Trump threatens to "decimate and destroy" Iran if Tehran acts on threats to assassinate him. The Treasury Department sanctions an alleged Iranian financier.
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Ten-year Treasury yields rose eight bps this week to 4.56%. The market is pricing a 4.10% policy rate for the April 28, 2027, FOMC meeting, implying almost two (1.9) rate increases.
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Credo Technology Group is rated a Buy after a 20% pullback, despite guiding for over 80% revenue growth in fiscal 2027. CRDO's business centers on high-reliability, low-power connectivity solutions for AI data centers, with flagship AECs and expanding optical product lines.
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Pay more attention to the bond market than the stock market. That is advice we have been giving our clients for years now.
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AI data centers have upended the traditional investor view of electric utilities over the last two years, transforming a predictable industry that acted as a hedge against economic downturns into a growth sector with enormous upside but also greater risk.
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Renewed U.S.-Iran hostilities and attacks on commercial vessels sent crude oil sharply higher, pressuring transportation, housing, materials, and other economically sensitive industries. Semiconductor stocks experienced sharp reversals, but major investments involving SK Hynix, Apple, Broadcom, Nvidia, AMD, and Meta reinforced confidence in the long-term AI infrastructure cycle.
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Easterly Government Properties is downgraded from 'strong buy' to 'buy' as shares outpaced fundamentals, but valuation remains attractive. DEA posted robust Q1 2026 results: revenue up 16%, core FFO per share up $0.04 year-over-year despite 5% share dilution.
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Howard Capital Management CEO and portfolio manager Vance Howard analyzes the Federal Reserve's next moves on 'Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #stocks #stockmarket #investing #finance #economy #federalreserve #fed #interestrates #wallstreet #business #markets #vancehoward #kevinwarsh #investors #money #economicnews
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