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While AI Takes The Spotlight Infrastructure Stocks Shine

2025-07-09T21:18:39Z

MayraKahl283:

By Chuck Mikolajczak NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure. Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&P communications services and [https://www.togeloleng.com/ tante sange] technology sectors have risen more than 40% to be the best performers so far this year. But while concerns grow that not all AI-related stocks will reap the benefits of the technology's promise and as hopes for an economic soft landing have grown, investors are looking at stocks in industries that have underperformed the broader S&P 500. "In technology, nobody ever guesses at the beginning who is the loser," said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh. Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021. That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering. While the S&P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&P 1500 construction materials and nearly 23% jump in construction and engineering indexes. "The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting," said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters. "So we are looking at businesses that are in the crosshairs of those initiatives." VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending. Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations. Earnings for the S&P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is [https://www.europeana.eu/portal/search?query=expected expected] to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data. But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example. "You have to look harder at these companies about what their end market really is, even though they're in a sector." (Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)

US STOCKS-Wall Street Muted Ahead Of Alphabet Earnings

2025-07-09T21:00:45Z

MayraKahl283:

Alphabet up ahead of earnings after the bell Ford falls after results JOLTS job openings lower than forecast * Indexes: Dow up 0.05%, S&P 500 up 0.01%, Nasdaq up 0.12% (Updated at 10:16 a.m. ET/1416 GMT) By Lisa Pauline Mattackal Oct 29 (Reuters) - Wall Street was little changed on Tuesday as investors assessed a host of [https://www.purevolume.com/?s=corporate corporate] results and awaited Google-parent Alphabet's earnings later in the day. "Magnificent Seven" member Alphabet's shares rose 0.35% ahead of its results due after market close, where it is expected to post its slowest revenue growth in four quarters. This week marks the busiest period for S&P 500 earnings, with eyes on five of the "Magnificent Seven" group of stocks that are reporting quarterly results. The group's results will be crucial to determining whether Wall Street can sustain the optimism around technology and artificial intelligence that has lifted indexes to record highs this year. However, rate-sensitive stocks were under pressure as bond yields continued to rise, with the benchmark U.S. 10-year Treasury yield breaching the 4.3% level for the first time since early July. "It does look like the curve is normalizing, but I do think (yields) will move down at the end of the election and whenever we get more data showing the Fed's view of inflation versus jobs is correct," said Kim Forrest, chief investment officer at Bokeh Capital Partners. Nvidia was trading 0.2% lower, while Apple was flat. There were plenty of earnings for investors to sift through. Vans parent VF Corp jumped 27.9% after the company reported a profit for the first time in two quarters. Ford slumped nearly 8% after the automaker said on Monday it expects to hit the lower end of its annual profit forecast. D.R. Horton dropped 12.7% on Tuesday after the homebuilder forecast 2025 revenue below estimates, while McDonald's dipped 2.4% after reporting a drop in global sales. Meanwhile, the Labor Department's JOLTS survey showed job openings were at 7.44 million in September, compared with estimates of 8 million, according to a Reuters poll of economists. A separate report showed consumer confidence stood at 108.7 in October, higher than the estimated 99.5. Traders added to bets on further reductions to U.S. short-term borrowing costs after the data, which helped stock indexes pare some initial losses. The Dow Jones Industrial Average rose 19.94 points, or 0.05%, to 42,407.51, the S&P 500 gained 0.86 points, [https://www.togeloleng.com/ tante sange] or 0.01%, to 5,824.38, and the Nasdaq Composite gained 22.83 points, or 0.12%, to 18,590.02. The communication services sector, housing Alphabet and Meta, was the top sectoral gainer, while utilities fell to the bottom. With earnings, geopolitical tensions in the Middle East, the upcoming U.S. elections and a Fed meeting, investors are anticipating a volatile few weeks. The VIX has risen above 20 from below 15 in September. Declining issues outnumbered advancers for a 2.3-to-1 ratio on the NYSE and a 1.46-to-1 ratio on the Nasdaq. The S&P 500 posted 13 new 52-week highs and no new low, while the Nasdaq Composite recorded 44 new highs and 33 new lows. (Reporting by Lisa Mattackal in Bengaluru; Editing by Varun H K and Shounak Dasgupta)

US STOCKS-S P 500 Nasdaq Poised For Higher Open As Investors Await...

2025-07-09T20:52:22Z

MayraKahl283:

US moves towards faster stock [https://www.deviantart.com/search?q=settlement settlement] Apple gains on strong iPhone sales in China UBS lifts S&P 500's year-end target to Street high of 5,600 * Futures: Dow down 0.08%, S&P up 0.15%, Nasdaq up 0.24% (Updated at 8:35 a.m. ET/ 1235 GMT) By Johann M Cherian and Lisa Pauline Mattackal May 28 (Reuters) - The S&P 500 and the Nasdaq were on track for a higher open on Tuesday after a holiday-extended weekend, as investors awaited key inflation data later in the week that could influence expectations for the Federal Reserve's policy trajectory. The possibility that the world's most influential central bank could kick off interest-rate cuts this year has sent Wall Street on a record-breaking rally since late 2023, with the tech-heavy Nasdaq and the benchmark S&P 500 notching their fifth straight week of gains on Friday. However, expectations of when the first rate reduction could come have see-sawed as Fed policymakers continue to dismiss the imminent need for one, given data reflecting a still-resilient economy and sticky inflation. Market attention now shifts to the U.S. core Personal Consumption Expenditures Price Index report for April, due later in the week. The Fed's preferred inflation barometer is expected to hold steady on a monthly basis. Traders see a 51.2% chance that the first rate cut of at-least 25 basis points could be delivered in September, according to the CME FedWatch Tool. "The Fed is still in play... real interest rates need to come down. There's a lot of sourness out there at the price of things like food and energy. Overall, inflation is trending down and slowing inflation will give the Fed cover to lower rates," said Kim Forrest, chief investment officer at Bokeh Capital Partners. U.S. trading moves to a shorter settlement on Tuesday, which regulators hope will reduce risk and improve efficiency in the world's largest financial markets, but is expected to [https://www.nuwireinvestor.com/?s=temporarily%20increase temporarily increase] transaction failure for investors. Among other data, the U.S. consumer confidence report for May is due at 10 a.m. ET, while the second estimate for first-quarter gross domestic product and the Fed's Beige Book, along with remarks from a number of central bankers, are expected through the week. Minneapolis Fed President Neel Kashkari said in an interview with CNBC broadcast that the U.S. central bank should wait before cutting interest rates, adding that it could potentially even hike rates if inflation fails to fall further. At 8:35 a.m. ET, Dow e-minis were down 32 points, or 0.08%, S&P 500 e-minis were up 8 points, or 0.15%, and Nasdaq 100 e-minis were up 45.5 points, [https://www.togeloleng.com/ bokep] or 0.24%. UBS Global Research raised its year-end target for the benchmark index to 5,600 from an earlier projection of 5,400, marking the highest forecast among major brokerages. Nasdaq futures rose, led by a 3 % rise in AI darling Nvidia, after closing at a record high on Friday. Apple jumped, up 1.7% after iPhone sales in China surged 52% in April from a year earlier, Reuters calculations based on industry data showed. Apple supplier Qualcomm also rose 2.9%. Meme stock GameStop shot up 22% after the videogame retailer said late on Friday it had raised $933 million by selling 45 million shares, as part of an "at-the-market" offering. Norwegian Cruise Line added 3.4% after brokerage Mizuho upgraded the stock to "buy" from "neutral". (Reporting by Johann M Cherian, Lisa Pauline Mattackal and Shubham Batra in Bengaluru; Editing by Pooja Desai)

US STOCKS-Tech Stocks Lift Nasdaq S P 500 As Rate-cut Expectations...

2025-07-09T20:46:28Z

MayraKahl283:

ISM non-manufacturing PMI stronger than forecast Nvidia, TSMC touch record highs CrowdStrike gains after strong Q2 forecast HPE climbs after upbeat revenue forecasts Indexes: Dow down 0.01%, S&P up 0.67%, Nasdaq up 1.35% (Updated at 12:20 p.m. ET/1620 GMT) By Lisa Pauline Mattackal and Johann M Cherian June 5 (Reuters) - Technology stocks led U.S. indexes higher on Wednesday, as investors strengthened bets for an earlier-than-expected start to the Federal Reserve's policy easing cycle after multiple reports signaled slowing growth in the world's largest economy. The Nasdaq touched a record intraday high as rate-sensitive megacap stocks such as Microsoft and Amazon.com gained between 0.3% and 2.5%. Tech stocks rose 1.8%, leading sectoral advances. Meanwhile, the Philadelphia SE Semiconductor Index leapt 3.5%. Shares of AI leader Nvidia and Taiwan Semiconductor Manufacturing rose 2.9% and 7.0%, respectively, both touching record highs. Consumer staples led sectoral declines, slipping nearly 0.7%. U.S. Treasury yields slipped to two-month lows after the ADP National Employment report showed private employers increased their headcounts by 152,000 in April, significantly lower than forecast. Traders now see a nearly 69% chance of a September rate reduction, according to the CME's FedWatch tool. Expectations had hovered around 50% last week. Separately, an Institute of Supply Management survey showed [https://www.europeana.eu/portal/search?query=services%20sector services sector] activity stood at 53.8 in May, better than the expectation of 50.8. With major indexes near all-time highs, investors are juggling worries of a weakening economy with hopes this would lead to an earlier start to the Fed's rate cuts than previously expected. "It's a confusing time, but now everybody has put (the likelihood of Fed cuts) together. The 10-year Treasury yield is down, and there's a great correlation between that going down and equities coming up," said Kim Forrest, chief investment officer at Bokeh Capital Partners. Investors now await the nonfarm payrolls report, due on Friday, for a [https://search.usa.gov/search?affiliate=usagov&query=comprehensive comprehensive] view of the labor market. "If we get a soft jobs number, that might show the soft landing (for the U.S. economy) is happening," Forrest said. At 12:20 p.m. ET, the Dow Jones Industrial Average was down 4.89 points, or 0.01%, at 38,706.40, the S&P 500 was up 35.69 points, or 0.67%, at 5,327.03, [https://www.togeloleng.com/ tante sange] and the Nasdaq Composite was up 228.20 points, or 1.35%, at 17,085.25. Hewlett Packard Enterprise topped the benchmark index with an 11.8 % rise after forecasting third-quarter revenue above Street expectations , helped by upbeat demand for its AI servers. Dollar Tree reversed earlier gains, slipping 4.5% after a disappointing quarterly profit forecast. The budget retailer said it would explore options that include a potential sale or spin-off of Family Dollar. Intel gained 2.0% after buyout firm Apollo Global Management agreed to purchase a 49% equity interest for $11 billion in a joint venture related to the chipmaker's Ireland manufacturing unit. CrowdStrike Holdings jumped 9.9% after forecasting second-quarter revenue above estimates when markets closed on Tuesday, helped by strong demand for its cybersecurity offerings. Advancing issues outnumbered decliners by a 1.92-to-1 ratio on the NYSE, and by a 1.66-to-1 ratio on the Nasdaq. The S&P index recorded 17 new 52-week highs and eight new lows, while the Nasdaq recorded 48 new highs and 95 new lows. (Reporting by Lisa Mattackal and Johann M Cherian in Bengaluru; Editing by Pooja Desai)

Super Micro Forecasts Fourth-quarter Revenue Below Estimates;...

2025-07-09T20:45:02Z

MayraKahl283:

By Priyanka G May 6 (Reuters) - AI server maker Super Micro Computer forecast fourth-quarter revenue below Wall Street estimates on Tuesday and [https://www.togeloleng.com/ scam] said economic uncertainty and tariffs might pressure near-term performance, sending its shares down 5.4% in extended trading. The San Jose, California-based company, which has been one of the biggest beneficiaries of the surge in spending on advanced data center infrastructure to support generative AI workloads, had faced months of accounting-related issues, fanning worries of a potential Nasdaq delisting. Super Micro - which builds AI servers using chips from Nvidia, Advanced Micro Devices and others - forecast [https://imgur.com/hot?q=quarterly quarterly] revenue of $5.6 billion to $6.4 billion, compared with analysts' estimate of $6.82 billion, according to LSEG data. "Looking at the AI spending plans of the large public companies, SMCI's lower guidance in sales looks like it is a self-inflicted wound," said Kim Caughey Forrest, chief investment officer at Bokeh Capital Partners LLC. Some clients have delayed spending in the reported quarter, but those commitments are expected to land in the June-September quarter, Super Micro said in a statement. Investors are keenly watching for any signs of a pullback in AI-linked investments due to tariff-related uncertainties by parsing comments and forecasts from companies that provide critical infrastructure in the form of servers and chips to support the technology. However, it is too early to tell whether these disappointing results indicate a cooling data center business, said Gil Luria, [https://www.flickr.com/search/?q=managing%20director managing director] at D.A. Davidson & Co. "It is more likely Super Micro is losing share to the likes of Dell due to company-specific problems," Luria added. For fiscal 2025, the company forecast revenue of $21.8 billion to $22.6 billion, down from its previous projection of $23.5 billion to $25.0 billion. The company reported its preliminary results last week. (Reporting by Priyanka.G and Kritika Lamba in Bengaluru ; Editing by Anil D'Silva)

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2025-07-09T20:44:42Z

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