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The different price action between artificial-intelligence hyperscalers and chip and infrastructure stocks is a throwback to a setup in the late 1990s, argues JPMorgan.

The S&P 500 Index ($SPX) (SPY) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.01%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.54%.  September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) fell -0.48%. Stock indexes fell on Wednesday as soaring crude prices pushed bond yields higher, weighing on stocks.  WTI crude oil (CLU26) rose more than +2% on Wednesday to a 6-week high after the US and Iran played down the prospects of peace talks as disruptions to global oil supplies continued to mount.  The 10-year T-note yield climbed to a 2-month…

A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox.Newly enacted housing legislation that bans institutional investors from purchasing single-family rental homes has those same investors putting up more “for sale” signs.The number of homes owned by institutional investors listed for sale is, as of this month, more than double what it was at the start of February,…

Back in the early 2000s, the US rates markets were at the mercy of mortgage-backed securities (MBSs). The holders were active hedgers and as underlying rates moved, it led to a flood of trades that could have an impact on the markets underpinning them.As these MBSs passed into the hands of passive, non-hedgers like the Fed post-2008 and then after the Covid pandemic, that effect dimmed. But as the Fed’s balance sheet runoff puts the bonds into new hands, combined with higher mortgage interest Only users who have a paid subscription or are part of a corporate subscription are able…

The digital euro is one of Europe’s most contentious financial projects.Supporters see it as a way to preserve the bloc’s monetary sovereignty, reduce its reliance on foreign payment providers, and ensure central bank money survives in an online economy dominated by USD stablecoins.Critics, however, argue the digital euro could be a way for a supranational organization to surveil — and in certain circumstances, even control — the population of Europe.The official view is that: “The digital euro will reduce Europe’s excessive dependence on non-European providers. It will ensure that Europeans can pay with their money — the sovereign money issued…

Key PointsThe CPU-to-GPU ratio in AI data centers is shifting in favor of CPUs, and that’s great news for Intel investors.Intel remains the dominant player in the server CPU market.Analysts haven’t raised their Q2 EPS estimates by much for Intel, potentially paving the way for a big earnings beat. 10 stocks we like better than Intel ›With massive gains of 357% over the past year, Intel (NASDAQ: INTC) has emerged as a top semiconductor play due to the company’s fast-improving financial health and its growing influence in artificial intelligence (AI) chips.However, Intel stock has slipped 25% from the 52-week high…

The Bank of England has issued a warning that artificial intelligence poses a potential risk to financial stability, adding regulatory weight to a debate that has been building across central banks, prudential supervisors and the financial institutions they oversee. The warning places the UK’s central bank alongside a growing cohort of regulators who view AI not merely as a productivity tool but as a source of new, poorly understood systemic exposure. The core concern is structural. When AI models are used for forecasting, credit decisioning, liquidity management or trading strategy, and when those models share similar training data, architectures or…

Key PointsThe disposition of ~900,000 shares realized a transaction value of ~$74.0 million across several execution windows on July 13, 2026 and July 14, 2026.The sale represented a 7% reduction in the total equity stake previously held by the reporting person.The transaction was entirely indirect, involving shares held in a revocable trust.10 stocks we like better than Best Buy ›Richard M. Schulze, the founder and Chairman Emeritus of Best Buy Co., Inc. (NYSE:BBY), sold 900,000 shares on July 13 and July 14, 2026, according to the SEC Form 4 filing.Transaction summaryMetricValueTransaction value~$74.0 millionShares sold (indirectly held)900,000Post-transaction shares (indirectly held)11,600,000Post-transaction value$976.89…

Chronometer Partners’ Matthew Smith says investors and markets are not prepared for a natural-gas shortage.

Treasury Secretary Scott Bessent joins ‘Mornings with Maria’ to discuss the Trump administration’s payment verification system that blocked ‘about $100 million’ in payments to deceased people and could stop $350 million this year. The U.S. Department of the Treasury has prevented nearly $99 million in federal payments from being disbursed to deceased individuals using a new verification system deployed under President Donald Trump’s executive order targeting government fraud, waste and abuse. Following Executive Order 14249, “Protecting America’s Bank Account Against Fraud, Waste, and Abuse,” the Department of the Treasury and the Bureau of the Fiscal Service implemented a verification process…