Latest Stock Market News — Page 363

Markets Jul 19 Daniel Marsh

Microsoft Outperforms Nasdaq as AI Spending Cycle Shows Signs of Easing

Microsoft rose 2.3% in the past week, outperforming the Nasdaq by 5.1 percentage points, as investors look for AI capex easing. Alphabet reports Wednesday; Microsoft reports July 29.

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Analysis Jul 19 Daniel Marsh

AI Platform Stocks Seen as Next Growth Phase After Nvidia's Run

As semiconductor stocks enter correction, AI platform operators may deliver the next upside surprise, with Alphabet's earnings on July 22 as a key test.

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Markets Jul 19 Daniel Marsh

Value Funds See $3B Inflow as Chip Rout Sparks Rotation

Investors moved $3 billion into value stocks after a chip sector downturn, while growth funds lost $7.18 billion. Energy led Friday's gains despite outflows.

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Earnings Jul 19 James Calloway

Five Megacaps Face $6.5 Trillion Earnings Test This Week

Wall Street braces for key earnings from Alphabet, Tesla, Intel, Texas Instruments, and American Express, representing $6.5 trillion in market value.

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Earnings Jul 19 James Calloway

Earnings Season Tests AI Rally: 5 Key Questions for Investors

AI-related stocks face a crucial earnings test as chip indexes slip into bear market territory despite strong overall profit growth. Key questions loom over capital expenditure and demand.

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Markets Jul 19 Daniel Marsh

Small Caps Lead but Market Breadth Weakens; S&P 500 Falls to 7,457.69

Small caps led the Nasdaq by 2.4 percentage points last week, but both indexes declined. The S&P 500 fell 1.55% to 7,457.69, with market breadth weak.

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Markets Jul 19 Daniel Marsh

CSL Recovers A$16 Billion from Low, Underperforms Plasma Peers

CSL shares have climbed 37% from their low, adding A$16 billion in value, but last week's 0.35% rise trailed plasma sector rivals Grifols and Takeda.

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Analysis Jul 19 Daniel Marsh

SoundHound AI Merger Analysis: Revenue Growth and Margin Improvement

SoundHound AI closed at $6.27 on Friday, down 5.6% for the week. Preliminary merger data reveals a 108% increase in revenue per basic share.

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Technology Jul 19 Sarah Chen

Nvidia Defies Chip Rout as Analysts Lift Earnings Forecasts

Nvidia dropped 3.9% last week but beat the chip index by 6.1 percentage points. Analysts boosted FY2027 and FY2028 EPS estimates, pointing to improving earnings per dollar.

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Markets Jul 19 Daniel Marsh

Nebius Stock Tumbles 19% Despite $775 Million GPU-Backed Loan

Nebius shares plunged 19% even after finalizing a $775 million loan secured by deployed GPUs and customer cash flows.

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Markets Jul 19 Daniel Marsh

AtaiBeckley Shares Reflect Merger CVR Valued at 19% of Par

AtaiBeckley shares surged 39.7% last week to $7.22, with the merger CVR valued at $0.47, representing 18.8% of its $2.50 maximum payout.

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Earnings Jul 19 James Calloway

Magnificent Seven Face AI Profit Margin Squeeze as Earnings Season Begins

The Magnificent Seven's earnings growth advantage over the S&P 500's other 493 companies has narrowed from 45.8 to 8.3 points, intensifying focus on their AI spending.

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