Marketwatch

This one governor’s race could derail the AI trade that’s powered the stock market

This one governor’s race could derail the AI trade that’s powered the stock market

Here’s the Nov. 3 contest that “presents the biggest election-specific risk,” analysts say....

1 week ago
Big pharma stocks near all-time highs as tech selloff pushes investors toward safer bets

Big pharma stocks near all-time highs as tech selloff pushes investors toward safer bets

Shares of AbbVie, Eli Lilly and Gilead Sciences are trading at or near record highs....

1 week ago
Are we spending our retirement money in the right order? Our plan is: Social Security, annuities, cash — then IRA.

Are we spending our retirement money in the right order? Our plan is: Social Security, annuities, cash — then IRA.

Spending all your cash first can make your income surge in later years....

1 week ago
CoreWeave investors are feeling spooked, as the company’s stock and bonds see fresh pressure

CoreWeave investors are feeling spooked, as the company’s stock and bonds see fresh pressure

It’s getting more expensive for investors to buy protection against a CoreWeave default....

1 week ago
Traders pile into bonds and defensive stocks as the ‘tech wreck’ picks up steam

Traders pile into bonds and defensive stocks as the ‘tech wreck’ picks up steam

The continued selloff in the AI trade is forcing investors to ditch highflying tech for relative safety of government bo...

1 week ago
Will mortgage rates stay above 7% in 2027? Signs point to yes.

Will mortgage rates stay above 7% in 2027? Signs point to yes.

Two new forecasts spell bad news for home buyers and sellers...

1 week ago
Micron, Nvidia and other chip stocks face renewed pressure as AI fears swell

Micron, Nvidia and other chip stocks face renewed pressure as AI fears swell

Reported details about Anthropic’s financial progress are adding to concerns about the health of the AI ecosystem....

1 week ago
There’s a ‘monstrous bull market’ developing under the surface of the S&P 500. This hedge-fund manager tells you where it’s at.

There’s a ‘monstrous bull market’ developing under the surface of the S&P 500. This hedge-fund manager tells you where it’s at.

The index may not move much because the stocks with the biggest weightings lag, but there’s a bull market starting to bu...

1 week ago
This 30-year market veteran is alarmed by a near-record S&P 500. Here’s where he’s investing instead.

This 30-year market veteran is alarmed by a near-record S&P 500. Here’s where he’s investing instead.

Steven Jon Kaplan sees a completely irrational stock market right now, and investors ignoring a perfectly safe way to pl...

1 week ago
I’m 64 years old, with two sons, but only one works in the family firm. Should I leave him 70% of the business?

I’m 64 years old, with two sons, but only one works in the family firm. Should I leave him 70% of the business?

“I have some reservations about the long-term stability of my younger son’s marriage.”...

1 week ago
‘New Girl’ star Jake Johnson lists lush and private Pasadena estate for $3.3 million

‘New Girl’ star Jake Johnson lists lush and private Pasadena estate for $3.3 million

Jake Johnson is looking to sell his four-bedroom, four-bathroom Southern California property, which offers approximately...

1 week ago
Why the AI trade is not set up for a rebound like July’s, according to JPMorgan

Why the AI trade is not set up for a rebound like July’s, according to JPMorgan

Fewer shorts, buybacks ending, no inflows and too many longs imply no recovery is imminent, says a JPMorgan strategist....

1 week ago
TSMC CEO sees no sign of a slowdown as chip foundry reports record profit

TSMC CEO sees no sign of a slowdown as chip foundry reports record profit

The semiconductor foundry announced third-quarter net profits of 763.34 Taiwanese new dollars, marking a record....

1 week ago
Anthropic’s slowing growth could be the AI trade’s latest red flag

Anthropic’s slowing growth could be the AI trade’s latest red flag

Anthropic’s revenue growth appears to be cooling as the company prepares for its public debut, further stoking investors...

1 week ago
The AI trade is splintering as inflation fears rattle hyped-up tech stocks

The AI trade is splintering as inflation fears rattle hyped-up tech stocks

Investors are wondering if steep inflation and increased borrowing costs could derail the AI buildout....

1 week ago
Rocket Lab’s stock slides as the company pushes back Neutron’s first launch

Rocket Lab’s stock slides as the company pushes back Neutron’s first launch

Neutron, a medium-lift rocket meant to rival SpaceX’s Falcon 9, will no longer launch this year....

1 week ago
You’re probably too invested in equities. Why a 60-40 portfolio is still the smart way to go.

You’re probably too invested in equities. Why a 60-40 portfolio is still the smart way to go.

For most of U.S. history, an all-stock and a 60-40 portfolio have run neck-and-neck for trailing 30-year returns....

1 week ago
From a record high to a 10% drop in just two months: Why small-cap stocks have unraveled so fast

From a record high to a 10% drop in just two months: Why small-cap stocks have unraveled so fast

Buckle up: Small-cap stocks just hit a market milestone they’d rather avoid....

1 week ago
The COLA wars are coming for Social Security

The COLA wars are coming for Social Security

The annual cost-of-living adjustment may soon be capped, curtailed, means-tested or scrapped altogether under various pr...

1 week ago
Meet the baby chasers — they’re transforming the housing market and solving the childcare crisis

Meet the baby chasers — they’re transforming the housing market and solving the childcare crisis

Baby boomers have been the biggest force driving home sales over the last few years. Many of them are moving to be close...

1 week ago
CoreWeave sparks worry about broader credit-market stress as its bonds tumble

CoreWeave sparks worry about broader credit-market stress as its bonds tumble

Signs of stress in the high-yield “junk” bond market are rising, with recent borrowing tied to artificial intelligence f...

1 week ago
Why Dell’s stock was one of the S&P 500’s biggest laggards on Wednesday

Why Dell’s stock was one of the S&P 500’s biggest laggards on Wednesday

An analyst sees limited room for Dell and HPE shares to continue climbing, as dynamics could shift within the market for...

1 week ago
What to expect at the next Fed meeting now that rate-hike odds are rising

What to expect at the next Fed meeting now that rate-hike odds are rising

Market participants and economists are split on the question of whether or not the Federal Reserve will raise interest r...

1 week ago
Did this year’s COLA beat inflation? Here’s how spending by American seniors stacks up so far in 2026.

Did this year’s COLA beat inflation? Here’s how spending by American seniors stacks up so far in 2026.

The cost-of-living adjustment for 2027 will be 3.6%, which will give Social Security recipients an average of $75 more p...

1 week ago
3 things that are driving inflation higher

3 things that are driving inflation higher

Struggling with elevated prices? You don’t have to look much further than your local gas station....

1 week ago
Rising bond yields and higher inflation leave the Fed trapped in a rate-hike dilemma

Rising bond yields and higher inflation leave the Fed trapped in a rate-hike dilemma

There isn’t any way to spin Wednesday’s hot consumer-price index report as good, especially when looking at the bond mar...

1 week ago
Micron wins praise from Elon Musk for not being too greedy

Micron wins praise from Elon Musk for not being too greedy

Top memory-chip providers have ample room to raise prices further, but Musk thinks Micron isn’t squeezing its customers ...

1 week ago
How Iran’s $2 trillion threat puts your AI stocks at risk

How Iran’s $2 trillion threat puts your AI stocks at risk

The Fed admits it can’t cool Big Tech’s spending spree. Tehran says it can, and it just named the targets....

1 week ago
Social Security’s COLA will be 3.6% in 2027 as inflation persists

Social Security’s COLA will be 3.6% in 2027 as inflation persists

The increase is aimed at helping about 68 million beneficiaries keep pace with inflation...

1 week ago
Charles Schwab and DoorDash ranked among bargain stocks that could lead the market higher

Charles Schwab and DoorDash ranked among bargain stocks that could lead the market higher

Third-quarter earnings growth is expected to be driven by energy and semiconductor companies, but what if the rest of th...

1 week ago
What analysts are watching with key semiconductor maker TSMC set to report results

What analysts are watching with key semiconductor maker TSMC set to report results

Analysts at JPMorgan and Citigroup see further revenue growth for the semiconductor foundry, even after already posting ...

1 week ago
Bank of America adds a profit miss to the misery of a $1.2 billion government fine

Bank of America adds a profit miss to the misery of a $1.2 billion government fine

Bank of America’s stock falls as investor disappointment over the $1.2 billion government fine added to the bank’s downb...

1 week ago
Here’s how much the AI boom is contributing to inflation, according to Goldman Sachs calculations

Here’s how much the AI boom is contributing to inflation, according to Goldman Sachs calculations

Goldman Sachs economists have calculated how much the AI boom has contributed to inflation....

1 week ago
BlackRock now has assets equal to half the size of the U.S. economy after 15% growth

BlackRock now has assets equal to half the size of the U.S. economy after 15% growth

Fund-management giant BlackRock on Wednesday said assets under management are nearly $15.5 trillion after growth of 15%....

1 week ago
Investors have made big bets on tech stocks. Why one strategist just downgraded the sector.

Investors have made big bets on tech stocks. Why one strategist just downgraded the sector.

Slowing flows into tech stocks as valuations deteriorate has one strategist lowering the firm’s rating on tech stocks....

1 week ago
‘Sopranos’ star Steven Van Zandt is selling his Greenwich Village penthouse for $19 million

‘Sopranos’ star Steven Van Zandt is selling his Greenwich Village penthouse for $19 million

Musician and actor Steven Van Zandt is ready to part with his Greenwich Village penthouse, hiking the price up by $4 mil...

1 week ago
Chip bellwether ASML says customers are already asking to place orders — for 2030

Chip bellwether ASML says customers are already asking to place orders — for 2030

The Dutch supplier for the semiconductor industry said there is strong interest in placing orders for 2029 and 2030....

2 weeks ago