Daily News

The Philadelphia Semiconductor Index was on track for an eighth consecutive daily decline on Friday.

Misra says high-quality fixed income offers yields of 6% to 7%, providing investors with an income cushion amid AI-related market volatility.

Georgieva called for a mix of industry self-regulation and government involvement, including from the U.S., China and India, and said access to electricity and digital infrastructure is essential to sharing AI’s benefits widely.

Apple opened preorders for the iPhone Duo at 8 a.m. ET Friday through its online store and Apple Store app.

Cantor Fitzgerald believes improving unit economics and asset-backed financing can support CoreWeave's expansion and debt repayments.

Six of the seven previous bull markets that reached their fourth anniversary posted positive fifth-year returns, with an average gain of 13.4% across all seven, according to Baird.

SpotGamma’s Brett Pachuba said positive developments from Meta or Alphabet could trigger a sharp rally, particularly if investors are underinvested.

Wells Fargo remains bullish on both hard disk drive makers despite concerns over rising competition, AI spending, and the sustainability of industry pricing.

Analysts see major SpaceX milestones ahead, while EchoStar gets a boost from JPMorgan and Coca-Cola receives a higher price target from Barclays.

Nvidia’s recent sell-off has narrowed the gap to Apple, as AI stocks fell on fears of hotter-than-anticipated inflation data, neocloud debt loads and circular financing, the article said.

Saxo Bank’s Charu Chanana said there is insufficient evidence of a systemic AI credit crisis, even as investors question the sustainability of the financing model behind AI infrastructure.

Intuit announced a deal to acquire Sequence, whose platform automates the quote-to-revenue process, covering everything from pricing and customer contracts to invoicing, collections, and revenue recognition.

ARK's latest purchases come as Meta's new Muse AI models draw bullish analyst calls, even as concerns grow over the company's spending plans ahead of earnings.

Wells Fargo said ten detailed discussions with channel partners and its reseller survey indicated cybersecurity spending was gaining momentum heading into 2027, according to The Fly.

At its investor day last month, Onsemi laid out an ambitious growth roadmap, projecting that AI data center revenue would more than double in both 2026 and 2027.

UBS described the decline as ‘more of a recalibration of expectations than a fundamental break in the AI investment story’ and said earnings season should matter more for chip sentiment than competition and financing concerns.

GlobalFoundries said the first fab is expected to involve approximately $10 billion in investment and begin operations in 2029.

Chinese firm CXMT recently reported progress on a new memory-chip architecture designed to increase storage density and improve efficiency.

The analyst calls follow Meta's October 12 introduction of Muse Wonder and Muse Wonder Full, which the company described as its most capable AI models to date.

Friar also discussed increasing agentic AI usage in Europe, while acknowledging that the region trails somewhat in adoption.

New York Fed President John Williams told Bloomberg he hasn’t changed his view that one more rate hike this year may be appropriate, with the September CPI report due Wednesday and the Fed’s next meeting set for October 27–28.

IMF Managing Director Kristalina Georgieva’s warning comes as U.S. federal debt exceeds $40 trillion and Treasury yields hover near multidecade highs.

ServiceNow gets a boost from improving AI and federal-business checks, while UBS nudges its Alphabet target higher but sees no near-term catalyst.

The proposed agreement with El Paso Electric would require Oracle to pay $10 million annually for 10 years, even if electricity usage falls below contracted levels.

The launch comes weeks after John Ternus took over as CEO, as Apple looks to strengthen its presence in a market where Amazon and Google also compete.

The firm has agreed to be acquired by Ithaca Holdings in a $1.3 billion all-cash deal.

The Chicago Fed president recalled internet infrastructure built around expectations of 20% annual growth, which left an overhang when those expectations changed.

The deal adds more than 140 specialists to Accenture Song, although financial terms were not disclosed.

Meta's new Muse Wonder models are available to developers, with plans to bring the technology to its consumer AI assistant, starting with subscribers.

Government bond yields across the U.S. and other advanced economies have climbed to multidecade highs, with investors awaiting key U.S. inflation data.

The September CPI report due Wednesday could influence expectations for the Federal Reserve’s interest-rate path and shape near-term sentiment across risk assets.

Oppenheimer sees rising contract values and early AI traffic monetization supporting growth in the high teens to low 20s over the next few years, according to TheFly.

The economist previously held senior roles at the European Bank for Reconstruction and Development and the National Endowment for Democracy.

The acquisition adds patented radiation-hardening technology, though Microchip does not expect a material impact on its consolidated financial results.

UNCTAD highlighted the financial links between major technology companies and ‘not yet’ AI laboratories, raising concerns about their dependence on future AI-driven profits.

According to TheFly, Scotiabank said SpaceX's wireless ambitions are becoming more credible, although its ability to serve densely populated markets and the economics of building a network remain unproven.

Morgan Stanley warned that a stronger cryptocurrency market may not resolve Gemini's scale and distribution challenges or deliver profitable growth.

Franklin Templeton CEO Jenny Johnson said major technology companies have strong cash flows and balance sheets, but warned against making long-term financing commitments based on today's technology.

Crypto-linked stocks fell alongside Bitcoin’s decline, with AI-focused miners leading the decline to hit multi-month lows.

The White House has previously said independent financial advisers manage Trump's portfolio without his input, using model portfolios benchmarked to market indexes.

Yardeni told Bloomberg that a strong economy, growing AI-related borrowing and an extremely large deficit help explain the rise in U.S. yields.

Reports of possible large-scale U.S. military strikes against Iran, and storm-related production shutdowns in the Gulf of Mexico fueled fresh concerns about global supplies.

The Bridgewater Associates founder told CNBC that stocks have so far absorbed higher interest rates because expected equity returns remain attractive relative to bonds.

Wells Fargo said Applied Digital’s roughly 1.4-gigawatt contracted buildout remains on time and on budget, with financing and additional leasing now the key items to watch.

XRP and Solana led losses among major cryptocurrencies, while NEAR protocol bucked the broader selloff to hit a record high.

Fed governor Christopher Waller said the labor market remained stable and that he was concerned the recent acceleration in inflation could lead consumers, investors and businesses that set prices to raise their expectations for future inflation.

Persistent inflation, higher energy prices and heavy borrowing by the government and hyperscalers are pressuring long-dated Treasuries, with the 10-year auction seen as a test of investor demand.

The new systems broaden HPE’s server lineup for inference and other compute-heavy workloads as its Cloud and AI business continues to expand.

U.S. equity futures also moved lower after the S&P 500 and Nasdaq-100 reached record highs on Tuesday.

Ondas' expanding order book is putting greater focus on how quickly the company can convert backlog into revenue while scaling manufacturing and integrating recently acquired businesses.