The recent sell-off in tech stocks has taken even the strongest companies down with it. Big tech continues to see robust demand for artificial intelligence (AI). This is driving growth not just for software, semiconductors, and cloud computing — it’s also driving tremendous investment in land, power, and construction to build data centers. I believe

This article was written by Follow Oliver Rodzianko is Director of Invictus Origin and a private investor managing a high-alpha portfolio strategy focused on rotation and disciplined cash deployment during market dislocations. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any

State Street logo Record Q1 revenue of $3.8 billion with fee revenue up 15% and NII up 17% (margin +16 bps to 116 bps); management raised its 2026 outlook for fee revenue (7%–9%) and net interest income (8%–10%) but increased expected expense growth to 5%–6%. Strong asset and flows momentum: assets under custody and administration

(Photo illustration by The Bulwark / Photos: Getty) Programming note: At noon in the East and 9:00 a.m. in the West, tickets for our Bulwark Live: California shows go on sale for everyone. I’m not going to make it out there for this tour, but you’ll be in great hands with my best friends Sarah

📌 Top story — scroll down for more updates Opening Bell 9:30 am Wall Street is cheering the reopening of the Strait of Hormuz, with the Dow surging over 500 points in early Friday trade. The breakthrough followed Iran’s declaration that the vital commercial shipping lane is “completely open” after a 10-day ceasefire between Israel

👋 Good morning! The stock market was treated to more good news on Thursday, with further hopes of deescalation with Iran and a temporary ceasefire between Israel and Lebanon. Oil prices, however, rose on the news before pulling back. The S&P 500 (^GSPC) and the Nasdaq (^IXIC) gained 0.3% and 0.4%, respectively, to clinch new

Through the first 14 days of April, the S&P 500 index (SNPINDEX: ^GSPC) climbed almost 7%. Investors aren’t complaining about this positive upswing. That’s because from the start of 2026 to the yearly low on March 30, the benchmark declined 7%. It was a rough start after the S&P 500 jumped 16% in 2025. Besides

Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2%, as investors weigh firm bond yields against mixed economic signals. The 10 year US Treasury yield is holding above 4.3% while

①Taiwan Semiconductor stated: “CPUs are becoming increasingly important in AI data centers.” ②The head of AMD’s data center business noted that there are no signs of a slowdown or halt in CPU demand in the short term. ③A TrendForce research report indicated that the CPU-to-GPU ratio in data centers is expected to evolve to between

For a pre-revenue company, modular nuclear reactor (MNR) specialist Oklo (NYSE: OKLO) has been quite the star on the stock market lately. It felt like someone threw the switch on it and other nuclear stocks on Tuesday, when the White House pushed ahead with an initiative centered around that form of energy generation. As of

As European markets rally, with the pan-European STOXX Europe 600 Index climbing over 3% amid easing geopolitical tensions and a temporary ceasefire between the U.S. and Iran, investors are keenly observing how these dynamics might influence economic growth forecasts and inflationary pressures. In this context, dividend stocks offer a potentially attractive option for those seeking

As European markets experience a notable upswing, with the STOXX Europe 600 Index climbing over 3% amid improved geopolitical conditions, investors are keenly observing the small-cap segment for opportunities. In this environment of cautious optimism, identifying stocks that demonstrate strong fundamentals and potential insider confidence can be crucial in navigating the evolving market landscape. Name

Asian markets were on course to end a broadly healthy week on a negative note (GREG BAKER) · GREG BAKER/AFP/AFP Stock markets fell Friday as investors awaited news of an extension to the Iran-US ceasefire, while crude prices edged back down following the previous day’s rally. The losses follow a healthy, record-breaking week for equities

Earlier this year, the S&P 500 (SNPINDEX: ^GSPC) fell about 9%, while the Nasdaq-100 dropped 12%. It was the biggest decline for U.S. stocks in about a year and was triggered by the uncertainty over the war in Iran. For many investors, it was a panic moment. Stock market corrections haven’t been that common over

Elon Musk’s space exploration company SpaceX has filed confidential papers ahead of a planned public company listing on the US NASDAQ stock exchange. The initial public offering (IPO) for the company controlled by the world’s richest man is targeting a total valuation of US$2 trillion. Musk plans to list only a small fraction of the

The message from the stock market is clear: The US economy is passing another stress test. Both domestic and foreign investors have shifted their attention from the risks of military escalation in the Middle East back to the remarkably consistent resilience of the US economy. The results are all-time highs in equities and a fresh wave of buying by both

Defense and space stocks are having a moment. Whether due to the upcoming initial public offering (IPO) of SpaceX or the growing need for defense supplies amid conflicts around the world, investors are buying defense stocks for their portfolios at a rapid pace. This is all fine and well, but the sun doesn’t always shine