Financial Times
Debt investors will scrutinise Musk’s rocket company more closely than equity markets, says Ludovic Subran
Bloomberg Markets
US equity futures jump after Micron's forecast shattered expectations. Oil prices slide back to pre-war levels as investors look ahead to PCE numbers. Sanjeev Rana of CLSA breaks down Micron's earnings. Stephanie Guild of Robinhood discusses what strength in memory chips could mean for the broader market. (Source: Bloomberg)
Yahoo Finance
Bloomberg Markets
Investors should switch their focus to defensive sectors if the artificial intelligence trade starts to unravel, according to Sebastian Raedler, head of European equity strategy at Bank of America Corp.
Yahoo Finance
Yahoo Finance
Yahoo Finance
CNBC Finance
Same-store sales growth at Darden's fine-dining restaurants and Olive Garden fell short of expectations.
MarketWatch
Citrini Research says the artificial intelligence trade is getting crowded and investors might start refocusing on some less popular sectors with promise.
Bloomberg Markets
On paper, it seems like a no-brainer trade: Cash out of one private credit fund at 100% of net asset value and plow the money back into a similar vehicle that’s trading at a substantially discounted price.