Cathie Wood's ARK Innovation ETF Bleeds Assets as Investors Lose Patience

Benzinga14minutes ago

Global Market Outlook for Next Week: AI Trading Faces Critical Test as Earnings Season, Central Bank Decisions, and Middle East Tensions Drive Market Sentiment

① Next week, tech giants including Alphabet will release earnings reports, with guidance on AI-related capital expenditures being a key focus; any budget cuts could negatively impact the AI supply chain. ② Markets expect the European Central Bank to hold rates steady on Thursday, as rising energy prices remain its primary policy concern. ③ The Federal Reserve is widely expected to keep rates unchanged at its July meeting, with developments in the Middle East representing the largest external factor influencing global asset prices.

cls.cn01:08

Notable Tech Headlines for the Week: IBM, Meta, TSMC in Focus

Seeking AlphaJul 18 22:10

Nvidia's New AI Rival Could Reportedly Be Worth $20 Billion

BenzingaJul 18 15:05

Has the AI bull market ended? The market is filled with uncertainty.

Despite strong earnings and aggressive capital expenditure plans from major tech firms, their stock prices have remained stagnant—a puzzling divergence that is confounding Wall Street. Nomura Securities has warned that the end of the AI boom, once framed in three scenarios, has now evolved into four intertwined pathways, with the cost-benefit calculus growing increasingly blurred. The sharp selloff in semiconductors alongside gains in software suggests a quiet repricing by investors, while bond markets have so far shown no signs of pricing in rate cuts, indicating that the market has yet to fully price in the end of the AI rally.

wallstreetcnJul 18 11:46

As the Philadelphia Semiconductor Index enters bear market territory, the 'Kimi Moment' floods Wall Street!

① This Friday (July 17), the Philadelphia Semiconductor Index—a key benchmark closely watched by the global technology sector—officially entered a technical bear market; ② Prior to this, a frenzied bull run driven by memory chips had propelled the index to double in just three months, but those extraordinary gains have now been significantly unwound…

cls.cnJul 18 09:48