Market News Feed

One OpenAI report just gut-punched the entire AI trade

Every market mania has a moment when the spreadsheet meets reality. The dot-com era had it in March 2000, when one Microsoft antitrust headline flipped a euphoric tape upside down. The housing bubble had it in February 2007, when New Century Financial quietly admitted it had to restate earnings. ...

Bank Groups Eye Changes to Fed’s Relaxed Capital Proposals

Bank groups said that although the Federal Reserve’s eased capital plans are a major improvement over previous versions, the recent proposals still need changes to help avoid risk assessments they say may hinder banks’ ability to boost lending.

NYT spanagram says sell

I was playing my daily nyt games, got wordle in 3. Anyway, spanagrams had this on the bottom row. So I figured one of you would be rewarded enough to make decisions based on this. submitted by /u/SketchbookCharacter [link] [comments]

CoStar (CSGP) Q1 2026 Earnings Call Transcript

Musk testifies at OpenAI trial it’s not OK to ‘loot a charity’

In his lawsuit, Musk said OpenAI cofounder and president betrayed him and public by turning into profit-seeking firm.

Bipartisan Bill Seeks to Strengthen Oversight of Medicare Advantage

Lawmakers introduced the Medicare Advantage Improvement Act of 2026 to tighten prior authorization rules, boost transparency and curb practices that delay care. The post Bipartisan Bill Seeks to Strengthen Oversight of Medicare Advantage appeared first on MedCity News.

Judge rejects Sam Bankman-Fried’s new trial request, slams claims as ‘wildly conspiratorial’

U.S. District Judge Lewis Kaplan declined former FTX CEO Sam Bankman-Fried's request for a new trial. An appeal is still pending.

Vale Lags Expectations as Cost Pressures Offset Price Gain

The world’s top iron-ore producer Vale SA posted disappointing first-quarter results as operational pressures more than offset higher prices and volumes.

NOW - ServiceNow a bargain or avoid?

"Software is dead. SaaSpocalypse is happening because AI is taking over!" That's the sensational headlines often thrown against companies like Service NOW. I agree AI commoditization is causing a lot of companies to no longer need SaaS shops like Service NOW. Yes also Service NOW's per seat/user licensing model goes against the AI shift of outcomes and code generation. But I think NOW has some potential upside. AI agents still need data, workflows, governance, security, orchestration layers - things that NOW specializes in. NOW is like an AI control layer, they are not ignoring AI but leaning into this code enhancement tool. It favors NOW in higher-value automation not just selling more seat licenses. NOW is still growing, YOY, with financials that show huge backlog and RPO growth. Its hard to see how companies like Blackbird (a shoe maker) shot up 600% just because they said, "we're not making shoes anymore, we're going into the AI business." That is enough to tell me that the market is unusually AI-biased in all their evaluations instead of ignoring company fundamentals. Are you buying into the dip? Disclaimer, I don't own NOW but at its current price of $90 I may add to my portfolio. submitted by /u/california_explorer [link] [comments]

Iran blames US for failed peace talks during Putin visit

The failed talks highlight deepening US-Iran tensions, diminishing prospects for a nuclear deal and impacting global diplomatic dynamics. The post Iran blames US for failed peace talks during Putin visit appeared first on Crypto Briefing.

Scientists see Trump's firing of the National Science Board as an attack on research

The move follows an administration push for cuts to the NSF and raises concerns in the scientific community that it could jeopardize a tradition of independent decisions about federal science grants.

The stock market’s comeback from the Iran-inspired selloff hasn’t been as powerful as you might think

Yes, the S&P 500 has powered back into record territory. But its equal-weighted sibling is still languishing below its previous peak.

Clorox: Reduced Complexity Paves The Way For Multiple Expansion

CoStar Group, Inc. 2026 Q1 - Results - Earnings Call Presentation

U.S. wheat surges to highest since 2024 as dry weather, fertilizer costs weigh on supply

Tim Draper Says ‘You Should Be Scared’ Without 6 Months Bitcoin Savings

Venture capitalist Tim Draper told a packed crowd at Bitcoin 2026 in Las Vegas that companies, families, and governments without bitcoin holdings face serious financial risk as global monetary systems continue to shift. Key Takeaways: Tim Draper warned Bitcoin 2026 attendees that companies without 5-15% bitcoin treasury allocation risk collapse if banks fail. Draper cited […]

The AI Supercycle Isn't Slowing Down -- It Just Shifted. These 2 Stocks Are Riding the Next Wave.

These two AI stalwarts are on track to win big from the next phase of AI applications.

Mastercard: The Market Is Pricing In Fear, But My Bull Case Points To $590

Trump ballroom unlikely to get White House Correspondents' dinners or end president's off-site events, critics say

Critics say a White House ballroom would be a "vanity" project for President Donald Trump. He and the Department of Justice say it's needed for security.

King Charles praises Nato and urges defence of Ukraine in key speech during Trump visit

Remarks marking 250th anniversary of American independence tell US lawmakers: ‘The actions of this great nation matter’ King Charles has extolled the importance of Britain’s “special relationship” with the US in a speech to Congress that made pointed reference to the importance of Nato, the defence of Ukraine and the climate crisis. In a speech that will be read as a veiled plea to Donald Trump to return to the US’s traditional European alliances and restore his country’s role as a defender of liberal values, Charles said: “America’s words carry weight and meaning, as they have since independence. The actions of this great nation matter even more.” Continue reading...

Lowe's: Approaching Fair Value Amid Housing Weakness (Upgrade)

Iran achieves atomic power status amid US-Israeli tensions

Iran's atomic status heightens geopolitical tensions, potentially disrupting oil supply and impacting global markets and energy prices. The post Iran achieves atomic power status amid US-Israeli tensions appeared first on Crypto Briefing.

Pernod Ricard ends pursuit of Jack Daniel’s maker Brown-Forman

French group’s retreat could bolster a rival bid from fellow Kentucky drinks maker Sazerac

Mersen S.A. (CBLNY) Q1 2026 Sales/Trading Call Transcript