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BREAKINGApple shares halted after report of DOJ antitrust investigation

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Apple shares halted after report of DOJ antitrust investigation

What it means for AAPL - and what to watch next.
BREAKINGAAPLBig Tech and AI

What happened

Trading in Apple was briefly halted following a report that the US Department of Justice has opened an antitrust investigation. Project Source is watching for official confirmation.

Why it matters

A federal probe can pressure sentiment and valuation for one of the most widely held stocks in the world, and the read-through extends across Big Tech.

Microsoft to acquire cybersecurity firm in $8 billion all-cash deal

What it means for MSFT - and what to watch next.
BREAKINGMSFTBig Tech and AI

What happened

Microsoft announced an $8 billion all-cash acquisition to expand its enterprise security business, one of its largest deals in the segment.

Why it matters

The move deepens Microsoft's push into high-margin security software and signals continued consolidation among the largest technology platforms.

Federal Reserve holds interest rates steady, signals one cut later in 2026

What it means for markets - and what to watch next.
BREAKINGMonetary policy and rates

What happened

The Federal Reserve left its benchmark rate unchanged and signaled a single cut later in the year as inflation gradually cools.

Why it matters

Rate expectations drive everything from mortgages to equity valuations; a patient Fed keeps borrowing costs elevated for longer.

Nvidia beats Q2 earnings estimates, guides revenue above $50B on AI demand

What it means for NVDA - and what to watch next.
BREAKINGNVDABig Tech and AI

What happened

Nvidia reported quarterly results above analyst expectations and raised guidance above $50 billion, citing surging demand for AI data-center chips.

Why it matters

As the bellwether of the AI trade, Nvidia's guidance shapes sentiment for the entire semiconductor and AI supply chain.