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Total 11 articles

Software Stocks Keep Falling Despite Massive Buyback Plans
EconomyEN
Software Stocks Keep Falling Despite Massive Buyback Plans

Major software companies announced billions in share buybacks, but investors remain unimpressed. Growth concerns and AI disruption create a perfect storm for the sector.

Your Portfolio Just Learned an Expensive Lesson About Pipes
EconomyEN
Your Portfolio Just Learned an Expensive Lesson About Pipes

The S&P 500 erased all 2026 gains as Middle East tensions sent energy prices soaring, forcing traders to reprice inflation risks and push Fed rate cut expectations to September.

Big Tech's AI Reality Check: Trillions Wiped Out
EconomyEN
Big Tech's AI Reality Check: Trillions Wiped Out

Google, Microsoft, and Meta lose hundreds of billions as investors question AI spending returns. The AI gold rush faces its first major reckoning with market fundamentals.

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Strong US Jobs Data Sparks Market Rally - But What's the Catch?
EconomyEN
Strong US Jobs Data Sparks Market Rally - But What's the Catch?

January payrolls surge past expectations, lifting stock futures. Fed policy implications and market dynamics analyzed.

Astera Labs Beat Earnings, So Why Did Shares Tank 10%?
EconomyEN
Astera Labs Beat Earnings, So Why Did Shares Tank 10%?

Astera Labs exceeded Q4 expectations but shares plunged on CFO departure and sky-high investor expectations. A lesson in AI stock market dynamics.

The Dow Hit 50,000, But the Real Story Is What's Moving Money
EconomyEN
The Dow Hit 50,000, But the Real Story Is What's Moving Money

While the Dow reached historic highs above 50,000, a massive rotation from tech to value stocks reveals deeper market dynamics. Is this the end of the AI rally or just a breather?

Lilly and Super Micro Rescue Market as Software Jitters Persist
EconomyEN
Lilly and Super Micro Rescue Market as Software Jitters Persist

S&P and Dow futures rise as Eli Lilly and Super Micro Computer earnings offset software sector concerns. What's driving the sector rotation and market dynamics?

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AMD's Reality Check: When AI Hype Meets Hard Numbers
EconomyEN
AMD's Reality Check: When AI Hype Meets Hard Numbers

AMD's Frankfurt-listed shares tumble after disappointing sales figures, signaling potential cooling in the semiconductor sector's AI-driven growth story.

When AI Dreams Meet Geopolitical Reality
EconomyEN
When AI Dreams Meet Geopolitical Reality

As AI stocks soar to record highs, geopolitical tensions create hidden risks that investors can't ignore. Analyzing the complex interplay between tech innovation and global politics.

S&P 500 Hits 7,000 Then Stumbles: Is the AI Boom Cooling?
EconomyEN
S&P 500 Hits 7,000 Then Stumbles: Is the AI Boom Cooling?

S&P 500 briefly topped 7,000 but closed lower as software stocks crashed. Meta surged 9% while Microsoft fell 8%. Signs of AI investment reckoning?

Earnings Paradox: When Good Numbers Breed Bad Vibes
EconomyEN
Earnings Paradox: When Good Numbers Breed Bad Vibes

Companies are posting strong Q4 results, yet markets remain jittery. What's driving the disconnect between solid earnings and investor anxiety?

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