📈 Stocks / Finance

Stocks Dip as Microsoft Drags Tech Lower

CNBC

The S&P 500 slipped as Microsoft dropped about 10% after weak cloud growth and guidance. Software stocks also fell, dragging the Nasdaq down. Meta rose on strong forecasts, but investors are cautious on AI and tech earnings.

Palantir Drops on ICE Controversy and AI Fears

Yahoo Finance

Palantir stock fell after reports linked its AI tools to ICE operations, sparking public backlash. Broader worries about slowing AI adoption and the stock’s very high valuation also pressured shares, which are down over 27% from their peak.

TSMC Hits Record High as AI Demand Boosts Profits

Yahoo Finance

Taiwan Semiconductor hit a new all time high, up 50% in a year as AI chip demand surged. Profits jumped 35% and margins are rising. Despite its huge size, analysts say the stock is still reasonably valued and could have more upside long term.

🪙 Crypto

Bitcoin Drops as Tech Stocks Slide on AI Fears

DL News

Bitcoin fell over 6% as crypto dropped alongside Big Tech stocks amid fears that AI spending is too high and returns are uncertain. Ethereum and other major coins also declined, with traders’ bullish bets wiped out during the sell-off.

🌎 Global Economy

Krugman Warns World Is Turning Away From U.S.

Benzinga

Economist Paul Krugman says other countries are pivoting away from the U.S. due to Trump’s aggressive trade policies, citing major new trade deals abroad. He warns this shift could weaken U.S. influence and make Americans poorer over time.

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