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Stocks Hold Near Record as Tech Appetite Returns: Markets Wrap

(Bloomberg) -- US stocks held near a record high on mounting optimism around the artificial intelligence trade and as traders dialed back expectations for Federal Reserve interest-rate hikes. Crude oil trimmed an earlier advance.

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economictimes.indiatimes.com

swissinfo.ch

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swissinfo.chStai leggendo17 h fa

Stocks Hold Near Record as Tech Appetite Returns: Markets Wrap

S&P 500 reaches record on $1T AI capex 2027 forecast; Samsung/SK Hynix surge 15% as hyperscaler hardware demand peaks. Infrastructure capex remains uncapped, but 4.6% ten-year yields now force tighter ROI scrutiny on AI/GPU procurement budgets.

originale

economictimes.indiatimes.com2 g fa

US stocks: S&P 500 ends higher as CoreWeave results fuel AI optimism

CoreWeave beats earnings and raises capex guidance; S&P 500 gains 0.26%, Nasdaq 0.55% on benign inflation and 62% odds Fed holds September rates. Sustained market enthusiasm for AI infrastructure (data centers, servers, chips) signals Q4 capex competition; IT leaders should prepare for GPU scarcity and higher procurement costs.

Timeline cronologica

mercoledì 12 agosto 2026·economictimes.indiatimes.com
US stocks: S&P 500 ends higher as CoreWeave results fuel AI optimism
US stock markets closed higher on Wednesday, driven by strong AI infrastructure company earnings. Mild inflation data reinforced expectations that the Federal Reserve will hold…
venerdì 14 agosto 2026·swissinfo.ch
Global Stocks Rally on Tech as Fed Hike Bets Ease: Markets Wrap
(Bloomberg) -- Global stocks headed for a third weekly gain as investors returned to the artificial intelligence trade and cooling US inflation bolstered bets that the Federal…

Stocks Hold Near Record as Tech Appetite Returns: Markets Wrap

US stocks: S&P 500 ends higher as CoreWeave results fuel AI optimism

Timeline cronologica

US stocks: S&P 500 ends higher as CoreWeave results fuel AI optimism

Global Stocks Rally on Tech as Fed Hike Bets Ease: Markets Wrap

Stocks Hold Near Record as Tech Appetite Returns: Markets Wrap