Category: Latest News
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Fed Poised to Shift Balance Sheet Strategy as Money Market Stress “Emerging,” BCA Says
BCA Research said money markets are showing early signs of strain, though conditions have not reached a level that would qualify as an “emergency,” as the Federal Reserve prepares to shift its balance sheet strategy. The research firm expects the Fed to keep its balance sheet steady beginning next month and maintain that stance through…
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iPhone 17 lead times stay elevated as strong demand outpaces supply: JPMorgan
Apple’s (NASDAQ:AAPL) iPhone 17 range continues to experience unusually long wait times, with JPMorgan noting that consumer demand is still running ahead of available supply as the latest product cycle unfolds. In its Week 10 Apple Product Availability Tracker, analyst Samik Chatterjee reported that delivery estimates across the lineup “remained unchanged, modestly better than a…
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Yardeni sticks to 7,000 S&P 500 call, but warns downside risks are growing
Yardeni Research reiterated this week that it still expects the S&P 500 to climb to 7,000 by year-end, even as anxiety mounts over what some fear could become an “AI-led Tech Wreck.” The firm argued that the current wave of pessimism—centered on a potential AI bubble bursting, consumer fatigue, and “cracks in credit markets reminiscent…
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Dow Jones, S&P and Nasdaq futures rise as Wall Street looks to recover from the sharp tech-led selloff
Dow Jones, S&P 500 and Nasdaq futures are currently pointing to a higher open on Friday, with stocks likely to move back to the upside following the substantial downturn seen over the course of the previous session. Traders may once again look to pick up stocks at reduced levels following the sharp pullback seen on…
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Markets Focus on Dallas Fed Speech and Key Consumer Sentiment Update
Dallas Federal Reserve President Lorie Logan is scheduled to participate in a moderated panel before the “SNB and its Watchers 2025” event at 9 am ET. At 10 am ET, the University of Michigan is due to release its revised reading on consumer sentiment in the month of November. The consumer sentiment index for November…
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AI Rally Still Has Room to Run: UBS
Despite a recent pullback in tech shares and growing investor caution, UBS remains upbeat about the prospects for artificial intelligence, arguing that ongoing AI-driven innovation should continue to propel global equity markets over the coming months. The bank’s optimism is rooted in strong investment-spending forecasts. UBS projects that global AI expenditure will reach €571 billion…
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U.S. Stocks Show Substantial Downturn As Early Buying Interest Evaporates
After moving sharply higher early in the session, stocks showed a substantial downturn over the course of the trading day on Thursday. The major averages pulled back well off their early highs and tumbled firmly into negative territory. The major averages ended the day just off their lows of the session. The Nasdaq plummeted 486.18…
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Ford shares slip after another fire hits key aluminum supplier
Ford Motor Company (NYSE:F) shares edged down 0.7% on Thursday, underperforming a broadly stronger market, after reports surfaced of yet another fire at a Novelis aluminum plant that supplies the automaker. The latest incident—a four-alarm blaze—erupted Thursday morning at Novelis’ Oswego, NY facility, which manufactures aluminum sheet used in Ford’s truck lineup, including the all-electric…
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Mobilehealth Network Solutions soars after unveiling $120M acquisition of AI-focused data centers
Mobilehealth Network Solutions (NASDAQ:MNDR) saw its shares rocket 50% higher in premarket trading on Thursday after the company revealed plans to purchase two artificial intelligence–optimized data centers located in Malaysia. The company signed a Memorandum of Understanding on November 19, 2025, with PPG PP GRID SDN. BHD. to acquire the facilities as well as their…
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Cipher Mining shares surge after company lands $830 million AI hosting deal
Cipher Mining Inc. (NASDAQ:CIFR) saw its stock jump 12% on Thursday after unveiling a major 10-year AI hosting agreement with Fluidstack, locking in roughly $830 million in contracted revenue. Under the new deal, Cipher will supply an additional 39 MW of critical IT load—supported by up to 56 MW of gross capacity—at its Barber Lake…