This week, two big stories are colliding in the U.S. stock market. A dense “second wave” of AI-infrastructure earnings — led by Broadcom, Dell, and a handful of enterprise software names — will test whether the AI spending boom Nvidia and Marvell confirmed last week has real breadth. At the same time, Friday’s August jobs … Read more
This week, three big stories are colliding at once in the U.S. stock market. Nvidia and Marvell Technology — two of the biggest names in artificial intelligence — report earnings that could confirm or challenge the multi-year AI spending boom. Meanwhile, new Federal Reserve Chair Kevin Warsh steps up to the podium at the Jackson … Read more
This is going to be a loud week for the stock market. On Tuesday alone, investors get the June inflation report, five of the biggest U.S. banks reporting earnings, and new Federal Reserve Chair Kevin Warsh giving his first testimony to Congress. By Thursday, chipmaking giant Taiwan Semiconductor, health insurer UnitedHealth, and streaming leader Netflix … Read more