The stock market heads into the holiday-shortened week anticipating the release of data delayed by the government shutdown, along with a lingering undercurrent of worry about AI stock valuations and massive data center spending. Investors will look to determine what it all means for the Federal Reserve’s next interest rate move. Reminder: The stock market…
CNBC’s Jim Cramer on Friday walked investors through next week on Wall Street which, although short, is chock full of earnings. He highlighted reports from retailers including Burlington Stores, Best Buy and Kohl’s, as well as tech giant Dell. “Every data point, every bit of research and earnings will be scrutinized starting Monday, just like…
Igor Golovnov | Lightrocket | Getty Images Data center stocks took a major hit on Monday after Morgan Stanley downgraded seven hardware companies, including Dell and Hewlett Packard Enterprise. The bank double-downgraded Dell from overweight to underweight and downgraded HPE from overweight to equal weight. Dell and HPE closed down 8% and 7%, respectively. HP…
The stock market has been volatile lately as investors study the latest twists and turns in the the U.S.-China trade war as well as earnings of major American companies. Despite those challenges, investors can also choose to focus on stocks of companies that can navigate short-term pressures to deliver strong, long-term returns. Tracking top Wall…
My top 10 things to watch Friday, Oct. 24 1. The long-awaited September consumer inflation report, delayed because of the ongoing government shutdown, came in slightly cooler than expected at an 3% annual rate. While still above the Fed’s 2% target rate, the stock market liked the number. Meanwhile, President Donald Trump said he has…
My week in San Francisco, where I attended Salesforce’s annual AI conference and visited with the CEOs of Starbucks, Broadcom, and many others, was filled with fresh insights about AI, stocks, and the market at large. Below are my top 10: Consider these takeaways to inform your investing decisions in the days and months ahead….
On Tuesday, Federal Reserve Chair Jerome Powell gave some hints about more interest rate cuts, mentioning the weakness in the labor market. Bearing in mind an uncertain macroeconomic backdrop and potential rate cuts, investors can consider adding some dividend stocks to their portfolios to ensure stable income. The recommendations of top Wall Street analysts can…
The Snowflake Inc logo, the American cloud computing-based data company that offers cloud-based storage and analytics services, is on their pavilion during the Mobile World Congress 2025 in Barcelona, Spain, on March 5, 2025. Joan Cros | Nurphoto | Getty Images Investors are looking beyond the prolonged U.S. government shutdown and remain optimistic about growth…
Dell Technologies CEO Michael Dell said Tuesday that while demand for computing power is “tremendous,” the production of artificial intelligence data centers will eventually top out. “I’m sure at some point there’ll be too many of these things built, but we don’t see any signs of that,” Dell said on “Closing Bell: Overtime.” The hardware…
Visitors watch a hologram at the stand of Dell Technologies Inc., at the MWC (Mobile World Congress), the world’s biggest mobile fair, in Barcelona on March 5, 2025. Josep Lago | AFP | Getty Images Shares of Dell Technologies climbed 5% Tuesday after the company increased its long-term revenue and profit growth expectations in a…
