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The software sell-off of early 2026 did not happen because earnings suddenly fell apart. It happened because investors started to wonder whether AI could make big chunks of traditional SaaS less valuable, or even obsolete. The rout wiped out $830 billion in market value across software and services stocks in just six trading days after… Continue reading Why is Morgan Stanley bullish on 2 SaaS stocks everyone sold?

Apple’s biggest overhang over the past two years just turned into one of its strongest earnings positives. In fiscal second-quarter results released on Thursday, the company said Greater China revenue rose to $20.497 billion, up 28% from a year earlier and comfortably ahead of Wall Street expectations of around $19–19.5 billion. That made China one… Continue reading Apple’s China sales jumped 28%: now analysts are rethinking AAPL

Asian markets opened Friday on a cautious note as a sharp swing in oil prices kept risk appetite fragile and reminded traders how quickly Middle East headlines can ripple through global markets. Brent crude briefly surged to a four-year high above $126 a barrel on Thursday after reports that the US military would brief President… Continue reading Nikkei 225 leads Asian markets higher as oil swings ease panic

Shares of Apple Inc. edged lower in after-hours trading on Thursday, slipping 0.48% despite the company delivering better-than-expected fiscal second-quarter results, as investors weighed strong product demand against ongoing supply constraints. The company posted revenue of $111.18 billion and earnings of $2.01 per share for the quarter ended March 28, beating analyst expectations of $109.46… Continue reading Apple shares dip after earnings despite strong iPhone sales growth

US stocks rallied on Thursday, with the Dow Jones Industrial Average surging nearly 800 points and the S&P 500 and Nasdaq both reaching fresh all-time highs, as strong corporate earnings helped investors look past geopolitical tensions in the Middle East. The Dow rose 790 points, or 1.62%, while the S&P 500 gained 1.02% and the… Continue reading Dow jumps 790 points as S&P 500 hits record on earnings boost

US inflation accelerated sharply in March as rising oil prices linked to the Iran conflict pushed costs higher. Brent crude surged to near four-year highs before retreating amid escalating geopolitical tensions. Bitcoin hovered near key support around $75,000 as investor positioning tightened. Meanwhile, Meta Platforms shares fell despite strong earnings, while Alphabet Inc. rallied on… Continue reading Evening digest: US inflation jumps, Meta stock drops while Alphabet soars

The artificial intelligence supercycle has transitioned from a speculative phase led by chipmakers to an industrial execution phase governed by physical constraints. As the market digests the massive capital expenditures (capex) required to monetize large language models (LLMs), global demand for foundational infrastructure continues to outpace supply. Industry forecasts now project the global AI infrastructure… Continue reading Three under-the-radar growth stocks that are powering the AI supercycle

Shares of Apple edged higher on Thursday ahead of its fiscal second-quarter earnings report, with investors closely watching leadership changes, artificial intelligence strategy, and margin pressures tied to rising component costs. The stock gained about 1.3% and was trading at $273.70. Apple stock has been muted in 2026 with less than 1% gain in the… Continue reading Apple stock rises ahead of earnings as CEO shift, AI plans loom

Shares of Blue Owl Capital rose sharply on Thursday after the firm revealed it had sold roughly half of its stake in SpaceX at a valuation of $1.25 trillion, underscoring a significant return on its early investment. The stock climbed more than 10% during the session, as investors responded positively to the update alongside better-than-expected… Continue reading Blue Owl stock jumps as SpaceX stake sale boosts returns outlook