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The Latest Breaking News from Ed Yardeni

Michael Burry Calls Nvidia’s $500 Billion AI Financing Push a ‘Wall Street Stunt’: ‘Meet the New Boss…'

Famed investor Michael Burry has targeted Nvidia Corp.’s (NASDAQ:NVDA) push to unlock over $500 billion in artificial intelligence infrastructure financing, calling the initiative a “Wall Street stunt” that relies on opaque private credit arrangements.

Benzinga

Semiconductor ETF SOXX’s Worst Month Since 2002: 'A Significant Discount,' Ed Yardeni Says

A monthly loss last recorded during the dot-com unwind has returned to the semiconductor complex, and it arrived while the sector’s earnings estimates were still rising.

Benzinga

As AI creates more entrepreneurs and a skills mismatch, Gen Z faces the choice of being a specialist or a 'general-purpose nerd'

"AI is creating a structural skills mismatch as companies aggressively replace generalists with specialized talent."

Fortune

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This 100-Year-Old Theory Says the Stock Market Isn’t Done Climbing: Ed Yardeni

Artificial intelligence has dominated Wall Street’s attention this year. Investors have obsessed over capital spending, shrinking free cash flow and whether the hyperscalers are overspending on AI.

Benzinga

Stock Market: Will S&P 500 Open Up or Down Today?

U.S. stock futures are rising heading into Monday morning, driven by a temporary lull in Middle East hostilities and a steep pullback in global energy prices.

Benzinga

AI Trade’s Favorite Chip ETF Sees Record Inflows Despite Worst Month Since 2008

Semiconductor exchange traded funds pulled in the most money on record in July, during the same month their prices fell the hardest since the financial crisis.

Benzinga

Stock Market Today: S&P 500, Dow, Nasdaq 100 Futures Gain as Trump Says Iran is 'Very, Very Badly Damaged'— Eva Live, RTX, Synopsys in Focus (UPDATED)

U.S. stock futures advanced on Monday, as the Dow Jones, Nasdaq 100, and S&P 500 indices rose, following Friday’s lower close.

Benzinga

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SOXX Enters Bear Market: Why Ed Yardeni Says Semiconductor Stocks Could Fall Another 12%

The broader stock market remains seemingly calm, but a brutal 20% semiconductor plunge has veteran strategist Ed Yardeni warning that high-flying tech equities have even further to fall.

Benzinga

The U.K. is getting a new prime minister, but bond investors are really in charge and 'hyper-reactive,' Wall Street veteran says

"But investors know it’s the bond market that will call the shots in the $4.2 trillion economy no matter who sits in the prime minister’s office."

Fortune

Stock Market: Will S&P 500 Open Up or Down Today?

U.S. equities are looking to build momentum heading into the second week of the second half of 2026. The S&P 500 rose slightly last Thursday, but remains within 140 points of its previous record.

Benzinga

The stock market is about to suffer a 'snapback' and will lose much of this year's gains as 'speculation is hitting extreme levels,' BofA warns

Bank of America reaffirmed its year-end price target of 7,100 for the S&P 500, representing a 5% drop from the week's closing level.

Fortune

AI fatigue takes centre stage as Fed fears ease: Ed Yardeni

Market strategist Ed Yardeni suggests corporate earnings, geopolitical stability, and the evolving AI trade are now overshadowing the Federal Reserve's influence on equities. Investors have largely adjusted to higher interest rates, with inflation easing and the economy showing resilience. Yardeni notes "AI fatigue" is leading to sector rotation, but believes…

The Economic Times

US bond yields back to 'normal'; AI needs a reality check, says Ed Yardeni

Veteran strategist Ed Yardeni views the recent rise in Treasury yields and the AI stock correction as healthy market adjustments, not crisis signals. He believes bond yields are returning to normal levels and AI stock valuations are undergoing a realistic reassessment. Despite a hawkish Fed stance, Yardeni anticipates only one…

The Economic Times

Odds of a stock market meltdown with 1970s-style stagflation jump to 35% this year, veteran strategist warns

“The U.S. economy and stock market are stuck between Iran and a hard place currently.”

Fortune

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Fortune

Trillion-dollar AI market wipeout happened because investors banked that 'almost every tech company would come out a winner'

“Nobody truly knows who the long-term winners and losers of this extraordinary technology will be,” Deutsche’s Jim Reid wrote this morning.

Fortune

American unexceptionalism: Foreign markets leave U.S. stocks in the dust

Why wait for a market that is growing at about 1% per month when there’s one growing at nearly 1% per day?

Euronews

Gold tops $5,500, silver rises while Powell downplays metal rally

The dollar slipped to a 4-year low, while gold and silver surged to further record highs, after Fed Chair Powell downplayed their macro signal.

Kiplinger

Should You Be Investing in Emerging Markets?

Economic growth, earnings acceleration and bargain prices favor emerging markets stocks right now.

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Fortune

The ‘Magnificent 7’ are dying, and Wall Street is pretty happy about it

But the dominance of the Mag 7 is likely to come to an end this year, many on Wall Street believe—if only because their valuations can’t exponentially go up forever.

Fortune

The 'gen-shaped economy' is a baby boomer's playground

The "gen-shaped economy" is defined by baby boomers’ massive net worth.

Fortune

The FOMC has the power to pick its own chair and could keep Powell—unless the DOJ probe and Supreme Court let Trump oust him from the Fed

Powell actually wears two hats: He is chair of the Fed’s Board of Governors and chair of the Federal Open Market Committee.

Fortune

Silver prices continue soaring as debt fears and geopolitical tensions send precious metals to fresh record highs

So far this year, silver has spiked 169%, platinum has shot up 172%, and palladium has soared 124%.

Benzinga

S&P 500 Target Boosted To 7,700 By Ed Yardeni: Roaring 2020s Odds Jump To 60%

One of Wall Street's most seasoned strategists is doubling down on his optimism for U.S. equities, raising the probability of a productivity-driven boom through the end of the decade.

Benzinga

Americans Feel Bleak Despite Strong Economy — Here's Why

American consumers are seriously depressed, even as key economic data looks solid. A surprisingly deep gloom now dominates U.S. households, even as unemployment, inflation and wage trends suggest households should feel stronger than they have in years.

Fortune

There’s a ‘once-in-a-generation opportunity’ in these stocks right now, no matter how the AI boom ends, market veteran says

“Typically, quality stocks have delivered their best returns after similar (but rare) periods of underperformance, which is why this moment feels so ripe.”

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