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NAND flash has become a critical enabler of AI workloads, supporting the vast data storage and retrieval demands of large language models and high-performance computing clusters. A tightening in memory chip supply, driven by accelerating capital expenditure on AI infrastructure, is redistributing earnings across the semiconductor sector, pressuring end-market customers while improving pricing power and margins for memory manufacturers.
Vice Chairman of S&P Global and Pulitzer Prize-winning author Daniel Yergin discusses the escalating conflict in the Middle East and its potential long-term impact on global energy markets with Bloomberg's David Gura and Christina Ruffini on “Bloomberg This Weekend.” -------- More on Bloomberg Television and Markets Like this video?
Noble Capital Advisors Managing Partner George Noble discusses market reactions to the Middle East conflict, highlighting falling stock futures and surging oil and gas prices.
The U.S. is a net petroleum exporter and productivity is improving, but the bigger risk is stubborn inflation.
Global markets remain volatile as the Middle East conflict disrupts energy routes and rising tariffs pressure global trade, driving investors toward safe havens like the U.S. dollar and gold.
Central bankers and economists warn prolonged conflict could raise retail prices and rip up growth forecasts
The S&P 500 finished the week at its lowest close since mid-December. Over the past 20 days, the average percent change from the intraday low to the intraday high is 1.22%.
Apollo chief economist Torsten Slok analyzes how a weak jobs report affects markets and the Federal Reserve rate cut decisions on ‘Barron's Roundtable.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #barronsroundtable #economy #jobsreport #labormarket #federalreserve #interestrates #inflation #markets #torstenslok #apollo #ratecut #monetarypolicy #wallstreet #finance #growth #recession #economicoutlook
The S&P 500's bull market remains intact but is showing increasing signs of fragility, with heightened sensitivity to macro shocks. Recent market weakness was driven by geopolitical tensions with Iran and a sharply negative jobs report.
Preparing for what comes next involves more than just investors' interpretation of how Iranian drones or White House rhetoric will feed through into oil prices.
White House deputy press secretary Kush Desai discusses February's weak jobs report, tariffs and rising gas prices amid Operation Epic Fury on ‘Maria Bartiromo's Wall Street.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #mariabartiromoswallstreet #whitehouse #economy #tariffs #jobs #gasprices #oil #energy #mideast #iran #operationepicfury #trade #economicsecurity #markets #kushdesai #policy #inflation #maritime #reinsurance #geopolitics
Bloomberg News Economics Editor, Michael McKee, joins Bloomberg's David Gura and Christina Ruffini to discuss recent comments from Tom Barker of the Richmond Fed regarding the impact of rising gasoline prices on the US economy. The Federal Reserve is aware that lowering interest rates will not reduce gasoline prices and could instead fuel inflation, so they are monitoring for secondary effects on the broader economy rather than reacting directly to fuel cost changes.
Non-U.S. funds are up 9.3% in 2026, winning the stock-fund olympics. Plus: A Financial Flashback to when the Dow crossed 500 in the 1950s.
The findings have been tested in the real world.
The latest US labor market report signals early signs of economic slowdown, with non-farm payrolls dropping by 92k and cyclical sectors shedding jobs. While job market trends would ordinarily turn the Fed dovish, escalating US-Iran tensions have heightened inflation risks, reducing the probability of near-term Fed rate cuts.
The US faces a looming working-age population shortage, with net immigration sharply declining and birth rates falling, threatening future economic and real estate growth. Senior housing and healthcare REITs like WELL and CTRE are outperforming, reflecting the secular shift toward an old-age dominated economy and consumption patterns. The AI infrastructure capex boom is accelerating, benefiting semiconductor and tech hardware companies, while raising questions about the sustainability of private AI developers' cash burn.
From systematically shredding the Iranian regime to warnings of China's submarines moving 'very close' to U.S. shores, this week has seen a massive transformation in global security and economic policy. 0:00 'VERY CLOSE': Chang warns China submarines moving CLOSER to US shores 8:15 Gen.
Optical components are becoming a critical chokepoint in AI infrastructure, as the data-center buildout drives strong demand for more efficient data-transfer methods.
The latter half of the quarterly earnings season has been dominated by a heavy dose of retailer updates. Names reporting earnings include Walmart, Target, and other mainstay consumer discretionary retailers.
Several companies in the S&P 500's communications sector trade at low price-to-earnings valuations, with attractive dividend yields well supported by cash flow.