Highlights

11:14am S&P 500 PE looks cheap, but high oil prices still pose a threat  RE
04-21 Intel results to show if supply chain issues are dimming its AI ambitions RE
04-21 Intel Likely to Post a Fiscal Q1 Beat, RBC Capital Markets Says MT
04-20 Nasdaq, S&P 500 Fall From Record Highs Amid Iran War Uncertainty; Oil Jumps MT
04-20 Tech Flat Ahead of Earnings -- Tech Roundup DJ
04-20 Equities Drop Intraday, Oil Rebounds Amid US-Iran Re-Escalation Fears MT
04-20 S&P 500 Companies' Earnings Season Off to Solid Start, Oppenheimer Says MT
04-20 ROI-'AI or die' - but can Big Tech's profits survive the energy squeeze?: McGeever RE
04-20 Stocks Down Pre-Bell Amid Renewed US-Iran Tensions MT
04-17 Top Midday Stories: Hormuz Strait Temporarily Open to Commercial Ships; Netflix Reports Strong Q1 Earnings, But Guidance Disappoints MT
04-17 Whistling Past Hormuz Zonebourse
04-17 Buy the Dip Zonebourse
04-16 TSMC: Demand is very robust RE
04-16 TSMC lifts revenue forecast, pledges more capital spending to meet AI chip demand RE
04-15 Chip-Machine Supplier ASML Lifts Guidance on Strong AI Demand -- 4th Update DJ
04-15 Chip-Machine Supplier ASML Lifts Guidance on Strong AI Demand -- 3rd Update DJ
04-15 Chip-Machine Supplier ASML Lifts Guidance on Strong AI Demand -- 2nd Update DJ
04-15 Chip-Machine Supplier ASML Lifts Guidance on Strong AI Demand -- Update DJ
04-15 Chip-Machine Supplier ASML Lifts Guidance on Strong AI Demand DJ
04-10 Wall Street Gets a CPI Lifeline Zonebourse
04-09 Intel and Google Deepen Collaboration to Advance Ai Infrastructure with Xeon Cpus and Custom Ipus CI
04-09 From OpenAI to Nvidia, firms channel billions into AI infrastructure as demand booms RE
04-08 US Equity Markets Higher as Crude Oil Falls After US-Iran Ceasefire Deal MT
04-08 SambaNova And Intel Announce Blueprint For Heterogeneous Inference CI
04-08 Intel, SambaNova Collaborate to Address Challenges Around GPU Only AI Inference Architectures MT
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