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Wall Street is divided on Blackstone’s newest AI infrastructure bet
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Google reportedly orders 3 million AI chips from Intel for 2028 production
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Nvidia's Huang calls chip sell-off a buying opportunity
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Data center boom drives UBS upgrade of Cummins, shares rise premarket
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After a 40% rally, Baird still sees upside in Crocs
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Jefferies says American Airlines holds 69% Dallas market share
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Jefferies sees Macau gaming revenue growth amid tough comparisons, favors Wynn Resorts
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US confirms new screwworm cases, as ranchers brace for spread
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Morgan Stanley sees limited impact from EU Brazil protein ban
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Corning stock surges 10% on multibillion-dollar Amazon deal
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BTIG's Krinsky sees ~10% more downside for tech stocks
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Strategy resumes bitcoin buying spree, quelling market panic
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US Urges Nato Allies To Use Defense Funds To Replace Huawei Kit - Bloomberg
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Marvell shares jump after chipmaker wins spot in S&P 500
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Analysts boost SanDisk stock targets as pricing trends remain strong
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Campbell’s beats estimates but cost pressures weigh
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Further ~2% downside in Nasdaq could trigger broader CTA unwinds, BofA warns
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Cerebras jumps 4% as analysts launch bullish coverage
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BofA sees betting and finance markets converging
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Trump says Israel and Iran 'looking to do an immediate ceasefire'
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Jefferies says China software more resilient to AI than US peers
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Barclays analyzes gas price impact on US retailer customers
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Honeywell reaffirms annual forecast ahead of aerospace spinoff
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Tanker stocks show stronger balance sheets ahead of market shift says Evercore
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Wolfe Research sees tech leading narrow market rally ahead
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Citigroup lifts S&P 500 year-end target to 8,100 on earnings strength, AI 'supercycle'
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Jefferies raises base metals forecasts on demand outlook
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Morgan Stanley sees US copper tariff decision as key risk event
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Jefferies previews Kiawah energy conference themes
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BofA sees Dash and Uber positioned to outperform in AI cycle
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Oil prices settle $1 higher after Iran and Israel say they have halted attacks
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Trump administration and OpenAI discuss potential U.S. equity stake, CNBC reports
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Investing.com’s stocks of the week
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Meta stock tumbles on report of potential equity raise
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SpaceX lands Google AI compute deal after Anthropic pact ahead of IPO
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BMO recaps chemical sector drama
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BofA cuts S&P 500 target to 7100, cites rising market risks, "Take Profits"
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Jefferies sees data center opposition rising amid power demand
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Qualcomm executive on agentic AI push: ’The demand signal is clear’
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JPMorgan upgrades Chipotle, sees upside as growth slowdown priced in
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Berenberg downgrades CrowdStrike to hold despite strong outlook
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Suncor Energy downgraded to neutral after strong rally
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S&P 500, Nasdaq slip at open after solid jobs data fuels hawkish Fed fears; chip stocks fall
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BTIG downgrades Lululemon as Q2 sales set to fall for first time since COVID
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Nvidia certifies Samsung, SK Hynix and Micron for Vera Rubin HBM4 supply
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Morgan Stanley tracks prescription trends for US neurology drugs
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US rate futures lift rate hike odds in December after strong jobs report
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Baird turns bearish on Coinbase, sees Q2 revenue miss and valuation risk
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BofA cuts India GDP forecast on West Asia conflict impact to 6.5% from 7%
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US stock futures extend declines after May non-farm payrolls data

