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"Manias can last a lot longer than anyone thinks," argues Nigam Arora. However, he points to "extremely positive" sentiment, upped earnings expectations, and significant concentration as signs that a pullback is very likely before midterms take the wheel of macro moves.

If you missed the opportunity to buy a winning stock after a gap up, don't panic. Here's how to use the breakaway gap to find a new entry.

Sam Atlman, OpenAI CEO, joins 'Power Lunch' to discuss the pace of AI buildouts, what consumers believe around AI and much more.

The maker of the popular Claude AI chatbot has announced plans to become a public company.

Implied volatilities declined across macro assets last week amidst hopes of a US-Iran peace deal. Oil prices fell to a 1-month low while bond yields declined on better-than-expected inflation data.

UBS portfolio manager Jason Katz says investors should look beyond AI stocks, pointing to consumer discretionary as a potential area of opportunity.

Ed Butowsky discuss the recent surge in AI memory stocks, warning that rapid price appreciation can create risks for long-term investors. They compare Micron (MU) and SanDisk (SNDK), arguing that while both may continue to perform well, Ed points to SanDisk as a more attractive risk-reward profile.

The famously tight-lipped former Federal Reserve chair Jerome Powell said on Sunday that the central bank was undergoing a “stress test,” like many other U.S. institutions (universities, Congress, the courts, and the Constitution), and warned that “the Fed's credibility would be lost . . . if any administration finds a way to remove Fed officials over policy differences.

AI financial advisers aren't the brilliant investors you'd expect.

AI-driven tech stocks have seen outsized gains, but current market exuberance feels unsustainable amid geopolitical and macroeconomic risks. Recent pullbacks in AI token usage by major companies highlight concerns over cost-effectiveness and the lack of clear productivity gains.

The Market is performing like the economy has never been stronger. However, underneath the surface, it appears that a major market disconnect is forming.

@CharlesSchwab's Cooper Howard turns to the fixed income landscape as equities experience a euphoric rally led by tech. He explains how the rise in crude oil prices serves as a key indicator for longer-term yield movement and the "floor" sustained tensions between the U.S. and Iran builds for fixed income.

The S&P 500 rally is heavily driven by AI-linked companies, with investor positioning increasingly crowded and FOMO palpable. AI capex projections have been revised sharply higher, now expected to reach $1.2T by 2027, but funding has shifted from operating cash flow to record debt issuance.

The European Commission may propose leaving the G7 price cap on Russian crude unchanged at its July review, in an effort to curb Moscow's windfall from the Iran war and the ensuing oil price shock, EU diplomats said on Monday.

This video explains the major questions doctrine and how the Supreme Court has used it to curb major agency actions by requiring clear approval from Congress for policies with significant economic or political impact. (Produced by Andrew Satter; Executive Producer Josh Block) -------- More on Bloomberg Television and Markets Like this video?