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AI’s control over the bond market is growing — even rivaling war and elections

“Hyperscalers” burned through their cash. Now their bond deals are helping fuel the economy.

MarketWatch Nov 03, 2026 22:06 UTC

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S&P 500 is looking over the edge of a technical cliff — what happens if it falls off?

Falling below 7,500 would lead to a dramatic increase in selling pressure and volatility, a J.P. Morgan strategist says, and that could end in a full-blown correction

MarketWatch Nov 03, 2026 21:30 UTC

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Super Micro’s stock pops as earnings show booming demand for AI servers

Super Micro is building out a “high-quality customer base” that’s fueling revenue growth, CFO Mark Long told MarketWatch.

MarketWatch Nov 03, 2026 21:13 UTC

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Anthropic’s IPO is a high-stakes referendum on Big Tech — and this chart proves it

Tech giants like Broadcom, Google and SpaceX have plenty of skin in the game as Anthropic heads for the public market.

MarketWatch Nov 03, 2026 21:04 UTC

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An overlooked energy source could solve AI’s power crunch — and these 2 stocks are prime plays

Geothermal technology is in the early stages of its own shale revolution, Morgan Stanley says.

MarketWatch Nov 03, 2026 19:57 UTC

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Once election results are in, here’s what investors should focus on next

It is important to separate your political preferences from your investment and trading decisions.

MarketWatch Nov 03, 2026 18:27 UTC

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U.S. clears path for first regulated equity perpetual futures

A trendy crypto-native trading product that has exploded in popularity on offshore venues is expanding its foothold in the U.S.

MarketWatch Nov 03, 2026 16:46 UTC

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The Texas governor’s race might be a make-or-break contest for a wobbling AI trade

Democrats are favored to take both the House and Senate in Tuesday’s U.S. midterm election, but there is another race to which artificial-intelligence investors should be paying close attention.

MarketWatch Nov 03, 2026 15:44 UTC

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This indicator has triggered just 5 times since 2000 — and it warns of a trap for stocks

Compared with previous market drawdowns, the current market setup is vulnerable because rising inflation limits the ability of central banks to ease rates and reflate asset prices. Reduce stocks and add bonds and cash, this macro research house advises

MarketWatch Nov 03, 2026 14:06 UTC

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Shopify’s stock slides after earnings. This is what’s worrying Wall Street.

The company missed revenue expectations, a tough outcome in today’s less-forgiving tech market.

MarketWatch Nov 03, 2026 13:26 UTC

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3 signs cash-strapped consumers are nearing a ‘spend-pocalypse’ that would hurt the economy

Nearly 70% of U.S. GDP comes from consumers. What happens when they stop spending?

MarketWatch Nov 03, 2026 13:00 UTC

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The stock market loves gridlock. But midterm elections won’t resolve two big money fights.

Investors hoping for an Election Day lift face a looming government-spending showdown and growing opposition to AI data centers.

MarketWatch Nov 03, 2026 12:12 UTC

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Thousands of Disney job cuts may be coming. Investors are asking what comes next.

Reports that Walt Disney is poised to lay off thousands of workers wasn’t moving the needle for its languishing stock on Tuesday.

MarketWatch Nov 03, 2026 10:36 UTC

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This signal from the corporate bond market has historically preceded big drawdowns for the S&P 500

The corporate bond market has been flashing a signal that historically precedes bad news for the stock market.

MarketWatch Nov 03, 2026 10:31 UTC

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What analysts are saying as Apple’s stock falls after earnings report

Shares in Apple declined 4.5% in premarket trading after investors were left feeling disappointed about the company’s gross margin outlook and slowing services revenue growth.

MarketWatch Nov 03, 2026 10:20 UTC

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Here’s why Palantir’s stock is down despite a ‘bombastic’ quarter

A deceleration in U.S. commercial contract growth gave some Wall Street analysts pause despite Palantir’s earnings beat.

MarketWatch Nov 03, 2026 00:59 UTC

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Apple’s iPhone business is booming. Here’s why the stock is falling anyway.

Although iPhone demand remains strong, Apple faces a worsening memory crunch and a slowing services business.

MarketWatch Nov 03, 2026 00:52 UTC

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Nasdaq-100 tumbles into its third correction this year as AI worries mount

The “tech wreck” from October continues. Is a bear market next?

MarketWatch Nov 03, 2026 00:03 UTC

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Marvell and Lumentum shareholders unite in panning merger deal: ‘It’s a trash offer’

Shares of both companies fell Monday after Marvell said it reached an all-stock agreement to buy Lumentum.

MarketWatch Nov 02, 2026 23:39 UTC

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Traders rushing into a leveraged ETF to make a bullish bet on the Nasdaq-100 just got burned

Some investors appeared a little too eager to buy the dip in technology stocks last month.

MarketWatch Nov 02, 2026 22:03 UTC

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Wall Street’s most hated stocks are faring far better than its favorites

The thrashing that Wall Street’s artificial-intelligence darlings have taken over the past few months has led to an unusual situation in the U.S. stock market.

MarketWatch Nov 02, 2026 21:45 UTC

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The stock market has gone nowhere for the past 5 months. It’s now looking like a bargain.

The S&P 500’s forward price-to-earnings ratio is below its five-year and 10-year averages.

MarketWatch Nov 02, 2026 21:29 UTC

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Palantir earnings reveal a major AI turning point

The U.S. commercial business brought in more money than the U.S. government segment in the third quarter.

MarketWatch Nov 02, 2026 21:09 UTC

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Chip stocks are suffering from a ‘crisis of confidence’ — but things aren’t as gloomy as they seem

Investors are worried about whether there will be sustained demand for chips, but one analyst notes that large tech companies are still spending heavily.

MarketWatch Nov 02, 2026 20:30 UTC

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