Jul 10, 2026 | Markets
Morgan Stanley’s Lisa Shalett urged investors to be cautious on chipmakers as evidence mounts that their pricing power is limited, suggesting that the stocks may have rallied too far on optimism around artificial-intelligence spending. “We are seeing the AI data...
Jul 9, 2026 | Markets
Software firm Planview Inc.’s push to refinance its debt in the private credit market has faltered, according to people familiar with the matter, leaving its owners TPG Capital and TA Associates under pressure to provide additional capital. The tech company, which has...
Jul 8, 2026 | Markets
The wave of AI-fueled earnings surprises that powered stocks in the last earning season will be tough to repeat, making it unlikely the results alone will spark a major rally, according to Christian Mueller-Glissmann. While companies are still likely to beat...
Jul 7, 2026 | Markets
Apollo Global Management Inc.’s Torsten Slok warned that companies outside the giants of the technology sector are failing to show gains in profitability from their spending on artificial intelligence, posing risks to Big Tech valuations. “We need to see profit...
Jul 7, 2026 | Markets
For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over. While the technology-heavy Nasdaq 100 Index is up 16% in 2026 and the...
