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Ed Butowsky discuss the recent surge in AI memory stocks, warning that rapid price appreciation can create risks for long-term investors. They compare Micron (MU) and SanDisk (SNDK), arguing that while both may continue to perform well, Ed points to SanDisk as a more attractive risk-reward profile.

AI financial advisers aren't the brilliant investors you'd expect.

AI-driven tech stocks have seen outsized gains, but current market exuberance feels unsustainable amid geopolitical and macroeconomic risks. Recent pullbacks in AI token usage by major companies highlight concerns over cost-effectiveness and the lack of clear productivity gains.

The Market is performing like the economy has never been stronger. However, underneath the surface, it appears that a major market disconnect is forming.

@CharlesSchwab's Cooper Howard turns to the fixed income landscape as equities experience a euphoric rally led by tech. He explains how the rise in crude oil prices serves as a key indicator for longer-term yield movement and the "floor" sustained tensions between the U.S. and Iran builds for fixed income.

The S&P 500 rally is heavily driven by AI-linked companies, with investor positioning increasingly crowded and FOMO palpable. AI capex projections have been revised sharply higher, now expected to reach $1.2T by 2027, but funding has shifted from operating cash flow to record debt issuance.

The European Commission may propose leaving the G7 price cap on Russian crude unchanged at its July review, in an effort to curb Moscow's windfall ​from the Iran war and the ensuing oil price shock, EU diplomats said ‌on Monday.

This video explains the major questions doctrine and how the Supreme Court has used it to curb major agency actions by requiring clear approval from Congress for policies with significant economic or political impact. (Produced by Andrew Satter; Executive Producer Josh Block) -------- More on Bloomberg Television and Markets Like this video?

The pre-2026 AI phenom was sparked by the introduction of ChatGPT to the masses. Up until now, that promise has produced wonderful and rational results in the stock market as companies throughout the industrial spectrum stand to benefit from tremendous AI-fueled productivity gains and new sales opportunities translating into tremendous profits.

Powell says central bank has been facing ‘stress test' under Trump, as supreme court weighs decision on Fed governor that president tried to fire

The artificial-intelligence trade locked in fresh gains on Monday, allowing global equities to shrug off a rebound in oil prices as the US and Iran remained deadlocked over a peace deal. Ozan Tarman, Global Macro Vice Chair at Deutsche Bank joined Stephen Carroll and Lizzy Burden to discuss the the moves in stocks as where Bond yields go from here.

The Institute for Supply Management's purchasing managers index was 54 last month, its highest reading since May 2022. Readings above 50 indicate sectoral expansion.

Canadian health company Apotex Health said on Monday it is seeking to raise up to C$1.2 billion ($868.06 million) in ​an initial public offering on the Toronto Stock Exchange, in ‌a deal that could help revive the country's subdued IPO market.

Spending on building projects rose by 0.4% to an annualized pace of $2.172 trillion in April, versus $2.165 trillion in March, the Census Bureau said.

American manufacturers grew in May for the fifth month in a row — the biggest winning streak in four years — but lingering anxiety about the Trump tariffs and a rise in inflation tied to the Iran war left business leaders anxious.

Trading veteran Kevin Muir, author of the Macro Tourist on Substack, raises questions about true demand for artificial intelligence.

The Trump administration is pushing to fast-track psychedelic drug approvals as his economic approval ratings hit record lows, marking a sharp reversal from his first term stance on drugs. Three companies, Compass Pathways, Transcend Therapeutics and Usona Institute received priority FDA review vouchers under the executive order.

Semiconductor stocks, led by MU and INTC, have gone parabolic, signaling classic market top conditions reminiscent of the dot-com era. A coming surge in IPOs, including SpaceX at a $1.75–$2T valuation, suggests speculative excess and risk for passive index investors.

The US indices continue to look positive overall, but the early part of the Monday session is looking a bit lackluster in general.

US stocks opened in the red on Monday as investors balanced renewed optimism around artificial intelligence against rising geopolitical tensions in the Middle East, while oil prices climbed following fresh developments involving Iran. The S&P 500 slipped 0.2%, while the Nasdaq Composite fell 0.1%.

The rally in stocks is getting narrower, says Kevin Hincks, pointing out the S&P 500's (SPX) recent move higher despite 9 of 11 sectors being lower at times. It comes as the index sees overbought technical metrics.

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Ruchir Sharma, Rockefeller International chairman and Breakout Capital founder and CIO, joins 'Squawk Box' to discuss cracks in the foundation of the current market highs, state of the AI boom, fears of an AI bubble, and more.

The S&P 500 has surged nearly 20% in nine weeks, driven by robust Q1 profit growth and rising forward guidance. Despite inflation and geopolitical headwinds, AI enthusiasm and record-high margins (13.9%) have sustained elevated valuations at 21x forward earnings.

Can Inflation Crash The Market?

Over the final trading week of May 2026, the S&P 500 rose 1.4% over its previous week's close to reach 7,580.06, a new record high for the index. The CME Group's FedWatch Tool pushed back the expected timing of a quarter-point increase in the Federal Funds Rate to 9 December (2026-Q4), six weeks later than it had projected on Friday, 22 May 2026.

Americans don't need a press release to know that inflation is rising. Gasoline is above $4 per gallon amid the ongoing conflict in the Middle East and closure of the Strait of Hormuz, and the release of key price data on May 28 underscores why policymakers are worried these pressures could spread into the broader economy.

The highly anticipated study found that ivonescimab reduced the risk of death by 34% compared with another drug

Tom Lee, Fundstrat managing partner and head of research, and Fundstrat Capital CIO, joins 'Squawk Box' to discuss the latest market trends, impact of AI, market outlook, state of crypto, and more.

Memory chip inflation is just beginning, Berkshire Hathaway buys homebuilder in CEO Abel's first takeover, and other news to start your day.

Wall Street begins June with the major US indices sitting at record highs after a strong May rally, though investors are closely watching developments in the Middle East and their impact on oil and other markets. Dow Jones futures were up 0.5%, while contracts for the S&P 500 and Nasdaq were indicating gains of 0.3% and 0.2%, respectively.

The U.S. equity market has again pushed to the most extreme valuations in history, on the measures we find best correlated with actual subsequent market returns across a century of market cycles. One of the striking aspects of a speculative bubble is how many investment professionals who ought to know better somehow forget what they know.

The London-headquartered group said it was working with the Brussels prosecutor to respond to queries, adding that no specific findings had been shared with the company.

Guntram Wolff, Senior Fellow at Bruegel joins Europe Early Edition to discuss negotiations between the U.S. and Iran, and what a "good deal" would look like for Washington.

The gains keep coming, and the worries never arrive. But Godot might be lurking.

Just 20 of the S&P 500 members joined the index at a record close on Friday. Bank of America points out just 20 stocks hit new highs at the very top of the internet bubble in March 2000.

The U.S. stock market has entered valuation territory that now exceeds levels recorded before the 1929 crash that triggered the Great Depression.

Advanced Micro Devices has seen a 135% rally in 6 months, driven primarily by multiple expansion rather than earnings growth. Current market momentum in semiconductors like AMD and Micron is fueled by FOMO, institutional risk-taking, and crowded trades, not just fundamentals.

Private credit funds provided nearly $560 billion in new loans to U.S. businesses over the last three years, helping create more than 6.5 ​million jobs, according to a Managed Funds Association report seen ‌by Reuters.

Crypto exchange Binance said on Monday it has launched stock and exchange-traded fund trading ​for customers on its platform, expanding ‌beyond digital assets into traditional financial markets.