Chip stocks suffer worst stretch in 16 months as AI fatigue grips the market

Anticipation is building for Anthropic’s investor day, as Wall Street grows less patient with heavy AI spending.
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New SEC rules would fleece everyday investors to enrich Wall Street

New proposals from the Securities and Exchange Commission will tilt the scales in favor of Wall Street and against a huge group of retail investors.
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U.S. wealth has shifted to stocks from homes. There are big reasons to worry.

The four-year bull market in stocks is riding high because of the AI boom. But it’s also increasing the cost of money.
Bank earnings live updates: JPMorgan, Wells Fargo, Goldman Sachs and Citigroup report
Follow live bank earnings coverage for JPMorgan, Wells Fargo, Goldman Sachs and Citigroup, with third-quarter results, calls and stock moves.
The SpaceX threat could loom over AT&T’s stock for a prolonged stretch, analyst cautions

Bernstein analyst Laurent Yoon no longer recommends any of the major telecommunications stocks as he warns of more volatility ahead.
Starbucks says it is not buying Chipotle after takeover speculation
“Starbucks is not buying Chipotle,” a Starbucks spokesperson told CNBC.
The global economy is starting to look K-shaped. Here are the winners and losers, and where the U.S. fits.

IMF sees a split global economy, with countries less exposed to the oil shock and benefiting from AI demand pulling ahead



