Materials suppliers Entegris and Qnity aren't household names, but they benefit from both the AI frenzy and a broader chip-sector recovery. ...

Sentiment toward Microsoft's stock MSFT was already bleak heading into its latest earnings report, and it only got worse despite what Matt Stucky, chief portfolio manager for equities at Northwestern Mutual Wealth Management, called "reasonably good†numbers. Microsoft shares slid 10% on Thursday to log their worst day in more than 12 years. Microsoft's stock hasn't been this cheap in almost three years. But what, exactly, investors should do about that is increasingly a topic of Wall Street debate. ...

Core Viewpoint - Kevin Warsh endorses President Trump's push for lower interest rates, which may serve as a catalyst for significant initial public offerings (IPOs) in the artificial intelligence sector [1] Group 1: Interest Rates and Economic Impact - Lower interest rates are expected to stimulate economic activity, potentially leading to increased investments in technology and innovation [1] - The support from Warsh for lower rates aligns with broader economic strategies that could benefit the AI industry [1] Group 2: Artificial Intelligence IPOs - The anticipated lower interest rates could create a favorable environment for blockbuster AI IPOs, attracting more investors to the sector [1] - Companies in the AI space may leverage this opportunity to go public, capitalizing on the heightened interest and investment potential [1]

Core Insights - A bearish technical pattern has emerged in a widely traded gold-mining ETF and Newmont's stock, signaling caution for investors considering buying the dip [1] Group 1 - The bearish pattern in the gold-mining ETF indicates potential downward pressure on prices, suggesting that investors should be wary of entering positions at this time [1] - Newmont's stock is also exhibiting similar bearish signals, reinforcing the caution advised for investors in the gold sector [1]

If "safe†investments like gold and silver can crash in a single day, investors need to reconsider their portfolio hedges. ...

A double-whammy selloff of tech stocks and metals shook markets on Friday. ...

The group of major oil producers known as OPEC+ will have to take oil flow uncertainty and an expected global supply surplus into account when they meet this weekend to discuss production targets. ...

Core Viewpoint - The Federal Reserve is expected to implement a few more interest rate cuts this year, but the extent of these cuts may not align with President Trump's expectations [1] Group 1 - The Federal Reserve's potential rate cuts are anticipated to be less aggressive than what President Trump desires [1] - The timing and magnitude of the rate cuts will be influenced by economic indicators and inflation trends [1] - Market reactions may vary based on the Fed's decisions and the overall economic outlook [1]

McDonald's is just one of a number of fast-food and fast-casual chains going the plus-size route with their burgers. ...

Mortgage rates didn't move after President Donald Trump announced his pick of Kevin Warsh as the next Federal Reserve chair. ...