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

Mizuho Maintains Outperform on Applied Materials, Lowers Price Target to $590

Mizuho analyst Vijay Rakesh maintains Applied Materials (NASDAQ:AMAT) with a Outperform and lowers the price target from $650 to $590.

Applied Materials Sees Years Of AI-Fueled Growth Ahead

Applied Materials positions for strong growth as AI drives 80% of chip equipment demand. JPMorgan reiterates an Overweight rating.

A 10-Year Treasury Bond Now Pays More Than 118 Of America's Biggest Companies

Only 3.85% of S&P 500 stocks now yield more than the 10-year Treasury, the lowest since May 2007. Benzinga found 118 mega-caps that pay less.

Shares of semiconductor companies are trading lower amid concerns that OpenAI's Q2 earnings may weigh on AI growth. Today's Fed minutes revealed that many participants assessed that higher rates would likely be necessary if inflation did not fall.

You’re Already Funding the AI Bubble — and You’ll Pay for the Bust

Who really pays if the AI bubble pops? Explore how private credit, insurance reserves, and state guaranty funds absorb NVIDIA's risk.

Nvidia Is on Track to Beat the S&P 500 for the 4th Straight Year. Should Its $500 Billion AI Infrastructure Financing Plan Give Investors Pause?

Nvidia has partnered with six major financial institutions (BlackRock, Blackstone, KKR, Apollo Global Management, Brookfield, and Goldman Sachs) to create a $500 billion AI infrastructure financing plan. The deal aims to securitize AI compute assets and diversify Nvidia's customer base beyond hyperscalers. While the plan resembles financial engineering that could amplify an AI slowdown, it positions Nvidia as a critical ecosystem provider and enables recurring revenue streams through inferencing-as-a-service.