AI IPO wave could push the S&P 500 yield below 1%
SpaceX, Anthropic and OpenAI would add trillions in zero-dividend market value, putting new pressure on an already record-low S&P 500 yield.
US stocks News and Analysis
6 verified stories covering US stocks, product updates and industry developments.
The Magnificent Seven lose $2T as AI money rotates
The June selloff hit megacap tech much harder than the rest of the S&P 500 as investors made room for a coming wave of AI IPOs.
SpaceX gets fast-tracked by MSCI and FTSE, not the S&P 500
SpaceX gets fast-tracked by MSCI and FTSE, not the S&P 500.
The Magnificent Seven lose $2T as IPO money looks elsewhere
The Magnificent Seven lose $2T as IPO money looks elsewhere.
Mythos Sparks Cybersecurity Stock Surge, HACK Up 17% in May
Anthropic's Mythos AI model, initially feared to disrupt the cybersecurity industry, has instead driven a rally in cybersecurity stocks, with ETFs like HACK and BUG posting record monthly gains.
AI layoffs are not lifting most stocks, CNBC finds
CNBC tracked 23 S&P 500 companies that blamed layoffs on AI and found 13 trading below the announcement-day price.