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Analysts believe that Intel is expected to become profitable by 2028, primarily due to growth in non-GAAP earnings and accounting adjustments.
An analysis article notes that chip giant Intel (Intel) is expected to return to annual profitability by 2028, with 2027 projected to be its first year back in the black.Although Intel reported a net
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The analysis notes that NVIDIA, Micron, and SanDisk are performing strongly amid the wave of AI infrastructure development, with target prices expected to reach $325, $1,600, and $2,000, respectively, by 2027.
Yahoo Finance cited analysts as noting that, driven by the development of AI infrastructure, companies such as NVIDIA (NVIDIA), Micron, and SanDisk have posted strong financial results and still have
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Billionaire investor Chase Coleman’s Tiger Global fund disclosed in its latest 13F filing that its top five growth stocks are all focused on AI infrastructure, including TSMC, NVIDIA, Amazon, Meta, and Google.
According to the latest 13F filing (positions as of March 31, filed on May 15), Tiger Global, the fund managed by billionaire investor Chase Coleman, has focused its portfolio on the five major player
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Analysis: JPMorgan's JEPQ Outperformed JEPI With 17% One-Year Return, Deemed Better Buy for H2 2026 for Investors Accepting AI Concentration Risk
An analysis comparing JPMorgan Equity Premium Income ETF (JEPI) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) suggests JEPQ is the better buy for the remainder of 2026 for investors willing to
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Apple Regains Title as World's Most Valuable Company, Market Cap Reaches $4.9 Trillion
Apple has once again become the world's most valuable company, with its market capitalization reaching approximately $4.9 trillion. This marks the first time in over a year that the tech giant has hel
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Former U.S. Ambassador Bill Taylor: Ukraine Is Maintaining Momentum on the Battlefield, and Putin Is Under Pressure
Former U.S. Ambassador Bill Taylor said on a Bloomberg TV program that Ukraine is maintaining its momentum on the battlefield despite intensified Russian missile attacks. Taylor explained that Russia’
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Alphabet Reports Negative Free Cash Flow for the First Time in Q2, Raises Full-Year AI Capital Expenditures to the $200 Billion Range, and Suspends Share Buybacks; Microsoft’s Q4 Revenue Exceeds Expectations, and Its Stock Price Jumps 15.51% in After-Hours Trading
Google Parent company Alphabet reported its second-quarter financial results, with revenue reaching $119.796 billion, but free cash flow turned negative for the first time, recording -$5.9 billion.The
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Coca-Cola (KO) Shares Up 26% YTD, Outperforming S&P 500, Extends Dividend King Status with 64th Consecutive Payout Hike, and Reports Q2 Revenue of $13.4B, EPS $0.97, Exceeding Estimates
Coca-Cola (KO) shares have risen 26% year-to-date as of July 29, significantly outperforming the S&P 500 index's 9% gain. The beverage giant has also extended its status as a Dividend King by raising
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The Federal Reserve has cut interest rates three times since September 2025, lowering the upper limit of the federal funds rate to 3.75%; the real estate market has responded positively, with three related ETFs posting strong performance, including the Hoya Capital High Dividend Yield ETF (RIET), which has yielded nearly 10.5%.
Since September 2025, the Federal Reserve has cut interest rates three times, lowering the upper limit of the federal funds rate target to 3.75%. As a result, the real estate market has been active. T
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Analysis: Target-Date Funds Charge 6x More Than Two-ETF Alternatives, Potentially Saving Investors Five Figures Over 30 Years
An analysis highlights that the average target-date fund charges approximately 0.30% in fees, which is six times higher than a comparable two-ETF portfolio, such as a 90/10 blend of Vanguard Total Wor
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U.S. President Donald Trump has once again criticized the Federal Reserve, saying its board is “highly politicized” and that interest rates should be lowered.
U.S. President Donald Trump once again publicly criticized the Federal Reserve this week, calling its board members “highly politicized” and stating that interest rates should be lowered. Donald Trump
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Fed Chair Wash is considering reducing the number of policy meetings, and S&P traders are concerned that the market will experience sharp volatility
Bloomberg Markets reported that Federal Reserve Chairman Kevin Warsh is considering reducing the number of policy meetings, a move interpreted by the market as a form of “silent treatment” that has he
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South Korea Confirms 22% Crypto Tax Starting in 2027; Trading Volume Has Plummeted 54.6% in the First Half of the Year
South Korean Deputy Prime Minister and Minister of Finance Koo Yun-cheol confirmed on July 29 that South Korea will levy a 22% tax on cryptocurrency gains starting in 2027, as planned. The tax rate ap
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HSBC: AI Overspending Concerns Dominate Market Sentiment, 'Hyperscaler Overspend' Scenario Most Likely at 37%
HSBC states that concerns over major technology companies' aggressive spending on artificial intelligence (AI) infrastructure have become the dominant theme influencing AI-related equities. According
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Billionaire investors Mark Cuban and Michael Burry warn that the AI boom in the U.S. stock market may be built on shaky ground, with NVIDIAs posing a key risk.
Billionaire entrepreneur Mark Cuban and “The Big Short” investor Michael Burry recently sounded the alarm about the AI boom in the U.S. stock market, pointing out that it may be built on shaky ground.
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An analysis points out that U.S. stock markets are hitting new highs while consumer sentiment remains low; overvalued AI stocks and the wealth gap may be the main causes.
According to an analysis by Yahoo Finance, the S&P 500 Index has hit record highs approximately 23 times in 2026, but at the same time, consumer sentiment is at an all-time low, creating a massive div
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Iran warned the U.S. not to “play with fire,” saying it has prepared a retaliation plan, following reports that the U.S. might attack Iranian energy facilities
Iranian authorities have warned that Iran will retaliate if the United States attacks its critical energy infrastructure. This comes after reports in U.S. media suggested that the United States and Is
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The analysis notes that while the stock prices of Berkshire Hathaway and Micron both appear cheap on the surface, it is more optimistic about the sustainability of Berkshire’s earnings.
An analysis piece on Yahoo Finance noted that the stock prices of Berkshire Hathaway and Micron Technology appear cheap on the surface, but the article is more optimistic about the sustainability of B
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Walmart, Costco, Amazon Poised to Be Major Beneficiaries as Americans Shift to Direct GLP-1 Weight-Loss Drug Prescriptions
Walmart, Costco, and Amazon are set to gain significantly as more Americans obtain GLP-1 weight-loss drug prescriptions directly, often due to employers dropping coverage. This shift towards direct-to
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Turkey Said to Extend Iraq Oil Pipeline Deal by One Year, Ensuring Supply Bypassing Strait of Hormuz
Turkey is said to have reached an agreement with Iraq to extend an expired oil pipeline deal by one year. This extension ensures the continued supply of oil through an exports route that bypasses the
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Israel weighs Hamas disarmament proposal and Trump-backed Gaza road map; officials monitor risk of renewed military action against Iran
Israel is currently weighing a Hamas-backed disarmament proposal, as Prime Minister Benjamin Netanyahu prepares to present a Trump-backed Gaza road map to his cabinet. Key questions regarding the plan
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Fed Chairman Kevin Warsh Considers Reducing Policy Meetings, Raising Concerns Over Market Volatility
Federal Reserve Chairman Kevin Warsh is reportedly considering reducing the number of Federal Reserve policy meetings. This potential move has drawn concern from economists and market strategists, who
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The analysis indicates that of the NEOS Nasdaq-100 High-Yield ETF (QQQI)’s 14% yield, approximately 98% consists of capital returns rather than income, and it has underperformed the QQQ year-to-date.
Yahoo Finance analysis points out that of the approximately 14% yield advertised by the NEOS Nasdaq-100 High-Yield ETF (QQQI), about 98% of the distributions are classified as “return of capital” rath
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OpenAI has confirmed the existence of its next-generation model, Astra, which solved ten unsolved mathematical problems at a computational cost of approximately $2,000 and demonstrated its capabilities to U.S. regulators.
OpenAI has confirmed the existence of its next-generation model family, Astra, whose core capability lies in driving the long-term collaborative operation of multiple AI agents to solve highly complex
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Orbital data center startup Starcloud completes $250 million funding round, valued at $2.3 billion
Starcloud, a satellite company developing orbital AI inference, has raised an additional $250 million in a funding extension, following its $170 million Series A round in March, bringing the company's
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Trump administration appoints former JPMorgan Chase executive Matt Zames as an unpaid advisor to the Social Security Administration
Zames will assist Social Security Commissioner Frank Bisignano, a former JPMorgan colleague, in modernizing the agency, which currently relies on decades-old technology systems. The SSA's trust fund i
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Prediction Markets Increasingly Skeptical on Near-Term US-Iran Nuclear Deal
Kalshi, a prediction market platform, currently prices the chances of a deal at 11% before March 1, 2027, 22% before January 1, 2028, and 35% before January 20, 2029.
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U.S. S&P Global August Flash Composite PMI Rises to 56.0 (vs 54.5 in July), Services PMI Jumps to 56.8 (Forecast 54.0)
U.S. S&P Global August Flash Manufacturing PMI also came in at 53.2, slightly below the forecast of 53.9.
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Private equity firm Apollo confirms data breach amid hacking wave targeting financial giants, according to TechCrunch.
Private equity firm Apollo confirms data breach amid hacking wave targeting financial giants, according to TechCrunch.
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The U.S. military says it has helped 660 million barrels of oil pass through the Strait of Hormuz since May.
U.S. Central Command told CNBC this week that it also assisted approximately 1,300 merchant vessels through the strait during the same period. Despite Iranian threats and attacks, these figures indica
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JPMorgan warns of autumn market downturn, seeing AI trade echo 2000 tech boom amid weakening internals and fading conviction.
The bank cites weakening market internals, defensive rotation, and fading conviction in AI stocks as key risks. Strategist Jason Hunter notes similarities between today’s AI trade and the 1999-2000 te
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Apple pays Ireland $17 billion in back taxes after court ruling
The latest documents disclose Apple's tax liabilities worldwide, with this payment made pursuant to a previous court ruling on retrospective taxation.
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The United States is relocating military assets, including aircraft carriers, from Asia to the Middle East in response to the war with Iran, sparking concerns among Asian allies about a diminished deterrent against China.
The war between the United States and Israel against Iran has entered its sixth month. This week, the US redeployed its last aircraft carrier in Asia, the USS George Washington, from Japan to the Midd
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The U.S. Redesignates Hezbollah as an Iranian Proxy, Sanctions its Funding Network
The U.S. Treasury Department announced it has redesignated Lebanon's Hezbollah as an agent of Iran and imposed sanctions on a network allegedly providing funding to the organization. This network purp
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Nvidia reportedly in advanced talks to invest several hundred million dollars in data-center power developer Cloverleaf Infrastructure
The potential deal would expand Nvidia’s push into AI infrastructure, helping secure future data-center capacity for its chips. Cloverleaf Infrastructure specializes in securing reliable electricity a
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The South African Rand appreciated against the US Dollar to below 16, erasing previous losses caused by the Iran war.
The South African Rand appreciated against the US Dollar to below 16, erasing previous losses caused by the Iran war.
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Rapidan Energy Group: Global Crude Refining System Has No Room for Error
Bob McNally, founder and president of Rapidan Energy Group, stated that the global crude oil refining system has no room for error. He pointed out that increased Ukrainian attacks on Russian refinerie
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Hermine Wong, a lecturer at UC Berkeley School of Law, believes the CLEAR Act is an anti-crypto bill.
Wang pointed out that while any comprehensive crypto legislation would seem like progress after years of stalled bills, inadequate enforcement, and catastrophic collapses, the CLEAR Act is turning thi
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UBS raises S&P 500 target price, expecting 8,100 points by December 2026 and 8,400 points by June 2027
UBS raised its S&P 500 target price, expecting it to reach 8100 points by December 2026 and 8400 points by June 2027. The bank increased its earnings per share (EPS) forecasts for 2026 and 2027 to $35
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Citi recommends buying any market dip ahead of the U.S. midterm elections, maintaining an Overweight rating on equities.
The bank cites supportive earnings revisions, improving liquidity conditions, and limited warning signs despite recent AI-related concerns. Citi continues to favor U.S. stocks, believing sector rotati
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TD Securities expects that the Federal Reserve Chairman Kevin Warsh may bring moderate comfort to the market at next week's Jackson Hole Symposium.
TD Securities analysts noted that markets will focus on signals from Federal Reserve Chair Kevin Warsh regarding his policy approach and a reaffirmation of his commitment to fighting inflation. The fi
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Iranian President Pezeshkian stated that given Iran's current position of strength and the world's recognition of its victory, Iran should immediately end the war.
Iranian President Pezeshkian stated that given Iran's current position of strength and the world's recognition of its victory, Iran should immediately end the war.
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India opens its nuclear power sector, requiring investors to meet a high security bar, particularly regarding their ability to safeguard critical infrastructure.
India opens its nuclear power sector, requiring investors to meet a high security bar, particularly regarding their ability to safeguard critical infrastructure.
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Trump stated he has concluded a deal to substantially lower the price of ground beef.
Trump stated he has concluded a deal to substantially lower the price of ground beef.
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U.S. long-term government bond yields remained near multi-decade highs after a volatile week, with the 30-year government bond yield hitting a nearly 20-year high of 5.311% on Monday before falling back to around 5.23% on Friday.
U.S. long-term government bond yields remained near multi-decade highs after a volatile week, despite efforts by the U.S. Treasury to stabilize the market. The 30-year government bond yield, which tou
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Chinese Insurer Ping An Eyes Hong Kong ETFs After Beijing Greenlights Cross-Border Investment
Ping An's board secretary, Richard Sheng, stated that allowing mainland insurance funds to invest in Hong Kong-listed ETFs is expected to strengthen the ties between Hong Kong and mainland capital mar
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NATO member Romania scrambles F-16 jets to destroy drone near critical European gas project, accusing Russia of deployment
Romania's President Nicușor Dan accused Russia of deploying the marine drone, which was destroyed on Thursday near the Neptun Deep gas project in the Black Sea. Once developed, Neptun Deep is expected
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Venezuela's Oil Exports Capped by Aging Ports, Tankers Face Up to 30-Day Delays, Threatening US-Backed Expansion
Venezuela's aging oil terminals are limiting its export recovery, with tankers waiting up to 30 days to load due to equipment failures, power outages, and crude-quality problems. Despite rising produc
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