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SEC reportedly probing OpenAI’s Sam Altman

marketwatch.com The Securities and Exchange Commission is reportedly investigating whether Sam Altman misled OpenAI’s small coterie of wealthy investors. Altman was dismissed, and then…

EA to lay off about 5% of its workforce, end development of some videogames

marketwatch.com Videogame maker Electronic Arts Inc. said Wednesday it will cut about 5% of its workforce and plans to cancel some games in development. In a letter to employees, Chief…

Market Clubhouse Morning Memo - February 28th, 2024 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA)

benzinga.com Good Morning Traders! In today's Market Clubhouse Morning Memo, we will discuss SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA. Our proprietary formula, exclusive to…

Even a rare Alphabet non-bull says Wall Street has overreacted on Google AI woes

marketwatch.com Only about 20% of Wall Street analysts who cover Alphabet Inc. carry anything but a bullish stance on it. That’s why Bernstein analyst Mark Shmulik says his market-perform…

Why the U.S. economy could repeat Japan’s ‘lost decade’

marketwatch.com In the 1980s, Japan appeared to have the world by the tail, only to see its economy collapse into a “lost decade” and general malaise. A similar fate for the U.S. seems…

The Magnificent Seven vs. The ‘Granolas'

morningstar.com The US stock market has its “Magnificent Seven.” Europe has the “Granolas.” First identified by Goldman Sachs in 2020, these 11 stocks reflect a broader segment of the…

Alphabet’s stock has weathered past AI missteps. Is latest blunder different?

marketwatch.com Alphabet is no stranger to Wall Street’s concerns over its artificial-intelligence efforts, and its stock has recovered from past episodes. Is the latest backlash to a…

Market Clubhouse Morning Memo - February 26th, 2024 (Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA)

benzinga.com Good Morning Traders! In today's Market Clubhouse Morning Memo, we will discuss SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA. Our proprietary formula, exclusive to…

Stocks are heading up and inflation is coming down as this ‘Roaring 2020s’ market rolls on

marketwatch.com “If this is the 1990s all over again, are we in 1994 or are we closer to 1999? ” Since the start of the 2020s, we’ve been comparing the current decade mostly to the 1920s…

R.I.P. the ‘Magnificent Seven’ says analyst who coined the big-tech moniker. Here’s why

marketwatch.com Nvidia’s shares are up in premarket trade Friday. End of message. It seems the job of a macro-market analyst has never been easier. As go Nvidia’s fortunes so goes the S&P…

Dan Loeb, in a deleted post about Biden’s economic stewardship, likens him to Mr. Magoo

marketwatch.com Third Point founder and chief executive Dan Loeb, in a colorful way, isn’t a believer that the current economic growth will be sustained. In a now-deleted message on the…

A Top Contrarian Investment Idea for 2024

morningstar.com The Morningstar US Market Index has essentially tripled in value over the past 10 years. The Developed Markets Index, of which the US is the majority but also includes…

Nvidia’s growth and Intel’s chip-making plans depend on AI fulfilling its promise

marketwatch.com “AI demand isn’t slowing; it isn’t stopping, and those who claim this is a phase or a hiccup in the market are clearly missing the significance.” This has been a big week…

CEOs of Intel, OpenAI chat about future of AI and ‘mind-boggling’ need for chips

marketwatch.com SAN JOSE, Calif. — Two tech CEOs scrambling to produce more of the sophisticated chips needed for artificial intelligence met for a brainstorming session Wednesday while the…

OpenAI’s Sam Altman has plans for AI that could mean big money for Intel

marketwatch.com “Many companies, including giants Nvidia and Qualcomm, will likely partner with Intel for packaging and/or wafer capacity, and this seems to be going somewhat unnoticed.”…

Hedge funds have started selling stakes in the Magnificent Seven, despite the bumper returns

marketwatch.com Top hedge funds have started cutting their exposure to the Magnificent Seven tech giants, despite having generated gains due to the bumper returns provided by the popular…

Wall Street’s ‘mob psychology’ could fuel a dangerous stock meltup, warns top strategist

marketwatch.com The U.S. post-holiday mood looks jittery for Tuesday, with Big Tech stocks such as Nvidia dipping ahead of the open, one day ahead of highly anticipated results. As…

Goldman Sachs ups year-end S&P 500 target to 5,200, says Big Tech must do the heavy lifting

marketwatch.com Just days ahead of potentially pivotal results from Nvidia Corp., Goldman Sachs has lifted its year-end S&P 500 target to 5,200, but with much of that hinging on Big Tech’s…

Apple set to launch AI tool to help developers automate coding work

marketwatch.com Apple is reportedly preparing to launch a new software development tool that will use generative artificial intelligence to help automate coding work. The new AI powered…

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