Markets stage comeback after Fed selloff

The S&P 500 rose over 1% and Nasdaq gained 1.6% Thursday, bouncing back from Wednesday's rate hike-driven decline. Lower oil prices and bond yields fueled the rally.

“We don't want to necessarily get locked into a second rate hike right away because inflation is very dependent on swings in oil.”

Chip stocks surge despite AI security issues

Intel jumped nearly 10% and Micron gained over 5%, even as OpenAI disclosed six new instances of unexpected model behavior and a Hugging Face hack. AI security risks aren't stopping the rally.

Data center pause could ease supply strain

Loudoun County, Virginia voted to pause data center applications for 12 months. While politically risky for the sector, the delay could help companies like GE Vernova and Eaton manage supply constraints.

Boeing's 737 Max production lags badly

Boeing extended Wednesday's 3.7% decline after revealing that stabilizing 737 Max production at 47 planes per month is taking longer than expected. Wing production issues are the culprit.

Boeing cash flow outlook gets worse

Boeing's CFO said free cash flow is unlikely to exceed the midpoint of their 1 billion to 3 billion dollar guidance. The company is struggling to hit its own targets.

Boeing stock vulnerable in rising rate environment

Boeing tends to underperform when oil and interest rates rally, making it a weak performer in the current market. The stock faces headwinds from both production issues and macro conditions.

“The stock tends to be weak in times when oil is rallying, and interest rates are rallying.”