ADVFN US – Market Content Editor
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Susquehanna Warns 8% of Planned AI Data Centre Capacity Could Face Cancellation
Susquehanna Financial Group has warned that regulatory uncertainty following the 2026 US midterm elections could threaten approximately 12 gigawatts of planned artificial intelligence data centre capacity, representing 8% of projects scheduled for development between 2025 and 2030. In a report released Friday, the firm identified potential delays affecting a much larger portion of planned infrastructure,…
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HSBC Says Strong Democratic Midterm Performance Could Pressure US Dollar in Near Term
HSBC expects the US dollar to face near-term pressure following the US midterm elections, as the strength of the Democratic Party’s electoral performance raises questions about the administration’s ability to advance its legislative agenda. The bank said the currency’s initial decline reflected the scale of the Democratic mandate rather than simply the party’s control of…
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Yardeni Research Warns AI Earnings Expectations Are Reaching Unsustainable Levels
Yardeni Research has warned that increasingly ambitious earnings forecasts for artificial intelligence-related companies are making investors less tolerant of disappointing results, even as enthusiasm surrounding AI continues to support long-term profit expectations. In a research note, the firm highlighted the widening gap between analysts’ projections for corporate earnings growth and investors’ willingness to pay higher…
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AI Stocks Diverge as Democratic Election Victory Sparks Rotation Into Cloud Giants
US technology stocks experienced a significant shift in investor positioning on Wednesday, as the Democratic Party’s election victory raised concerns about potential restrictions on new data centre developments. Investors moved toward established cloud computing companies while reducing exposure to semiconductor manufacturers and AI infrastructure developers. Amazon (NASDAQ:AMZN) climbed 6.1%, Microsoft (NASDAQ:MSFT) advanced 6.7%, Alphabet (NASDAQ:GOOG)…
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Goldman Sachs Cuts Gold Price Forecasts as Hawkish Federal Reserve Weighs on Demand
Goldman Sachs has lowered its gold price forecasts for the end of 2026 and 2027, citing the Federal Reserve’s increasingly hawkish monetary policy stance and its impact on investor demand. However, the investment bank maintained a positive longer-term outlook, supported by substantial central bank purchases. Strategists led by Lina Thomas reduced their end-2026 gold price…
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Citi Raises AI Revenue Forecasts Through 2028 as Cloud Demand Accelerates
Citi has increased its artificial intelligence service revenue forecasts for 2026 through 2028, citing sustained demand for AI services and stronger monetisation across major cloud computing providers. The investment bank raised its AI revenue estimates by 9% for 2026, 7% for 2027 and 17% for 2028, reflecting expectations for continued expansion in AI-related cloud services.…
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Tech Rebounds From Brutal Selloff as Strong Jobs Data Keeps Fed Rate Hike in Play
U.S. stocks ended a volatile week on a mixed note on Friday, with technology shares bouncing back from Thursday’s sharp AI-driven rout while the Dow Jones Industrial Average slipped. A much stronger-than-expected October jobs report pushed Treasury yields higher and kept investors focused on the possibility that the Federal Reserve raises interest rates in December.…
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Phio Pharmaceuticals Reports Third Quarter 2026 Financial Results and Business Update as It Advances PH-762 Toward Phase 2b Study Initiation
PH-762 Program Accomplishes Major Development Milestones Including Completion of Commercial-Scale cGMP Manufacturing, Treatment in Long-Term Toxicology Study, and Submission of Key Regulatory Documents to FDA King of Prussia, Pennsylvania – Phio Pharmaceuticals Corp. (NASDAQ:PHIO), a clinical-stage biopharmaceutical company developing therapeutic products based on its proprietary INTASYL® gene-silencing technology to eliminate cancer, today reported financial results…
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S&P 500 warning signal persists as tech stocks weaken
Bruce Campbell examines weakening technology stocks, improving defensive sectors and a persistent S&P 500 warning signal in Markets in Motion.
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AST SpaceMobile to Develop Blacklift Rocket Using Firefly Aerospace Engines in $1.3 Billion Agreement
AST SpaceMobile, Inc. (NASDAQ:ASTS) has announced plans to develop its own reusable rocket, named Blacklift, to launch BlueBird communications satellites into low Earth orbit, using engines supplied by Firefly Aerospace (NASDAQ:FLY). The 20-ton rocket is designed to carry up to five BlueBird satellites per launch, with operations expected to begin in late 2028. The project…