Key Points: Software stocks are sliding due to fears of AI disruption. Investors are moving money from tech into energy and industry. The Dow Jones hit a record 50,000 despite the tech slump. Delayed jobs and inflation reports will arrive...
Key Points: Algorithmic funds plan to sell billions in stocks this week. A drop below S&P 6,707 could trigger an $80 billion sell-off. Market liquidity is dangerously low, causing wilder price swings. Anthropic's new AI tool sparked panic in the software and finance sectors. US stocks might face a rough ride this week. Despite a...
Key Points: Bank of America advises buying small and mid-cap stocks over tech giants. U.S. President Trump’s push to lower living costs hurts big corporate profits. "Main Street" companies are expected to boom before the midterm elections. Big Tech firms are spending nearly all their cash on AI infrastructure. Strategists at Bank of America are...
Key Points: JPMorgan warns that the stock market is vulnerable to a sell-off. Investor ownership of stocks is at its highest level since mid-2024. Traders heavily sold silver recently, but gold investors held their ground. The gap between stock and bond ownership is the widest since 2021. JPMorgan issued a warning to clients this week,...
Key Points: Alphabet plans to spend up to $185 billion this year, far above estimates. The company's stock price fell...
Key Points: Jefferies identified top European stocks in capital goods and infrastructure. Legrand is expected to grow thanks to booming...
Key Points: Stock futures steadied ahead of earnings from AMD, Alphabet, and Amazon. Elon Musk’s SpaceX acquired xAI, creating a...
Key Points: The S&P 500 and Dow Jones posted their ninth consecutive monthly gain. Small-cap stocks outperformed the broader market...
Key Points All three major U.S. stock indexes closed lower on Friday. Tech and material stocks led the decline, with...
Key Points Tesla stock rose over 5% following reports of potential mergers with SpaceX or xAI. SpaceX is reportedly discussing...
Key Points Microsoft stock dropped 10%, its sharpest decline since March 2020. The company lost $357 billion in market value...
Key Points ASML's stock hit a record high on Wednesday after a blowout fourth-quarter report. Orders in the quarter were...
Key Points U.S. stocks were mixed on Tuesday as investors awaited a Fed decision and a wave of corporate earnings....
Key Points U.S. stocks closed higher on Monday as investors prepared for a busy week. The Federal Reserve is expected...
Key Points Intel issued a disappointing forecast for first-quarter revenue and profit. The company is struggling to meet the booming...
Key Points Moderna's stock rose 10% on Thursday, hitting its highest level since November 2024. The stock is up 57%...
Key Points Swedish and Finnish stock markets both closed higher on Wednesday. The industrial and basic materials sectors led the...
Key Points Wall Street is bullish on Amazon's stock, betting on an AI-fueled comeback. The optimism is centered on the...
Key Points European stocks fell for a second day on Tuesday over fears of a new trade war with the...
Key Points European stocks fell sharply on Monday after President Trump threatened new tariffs. The STOXX 600 had its biggest...
Key Points Wolfe Research named Nvidia its top AI pick for 2026, citing its relative underperformance and strong product cycle....
Key Points Morgan Stanley sees early signs of a recovery in the global truck market. They expect a cyclical recovery...
Key Points Chip equipment stocks rallied after TSMC announced a significant increase in capital spending for 2026. TSMC plans to...
Key Points U.S. stocks fell on Wednesday as investors digested mixed economic news. Bank of America, Wells Fargo, and Citigroup...
Key Points Jefferies believes Chinese AI stocks have further growth potential. The valuation gap between Chinese and U.S. AI companies...
Key Points Canada's S&P/TSX Composite index hit a new record high on Tuesday. Gains led the rally in the energy...
Key Points Bank of America is becoming more selective of European infrastructure stocks for 2026. The sector had a strong...
Key Points Goldman Sachs has issued new ratings for the U.S. software sector. The bank is bullish on Microsoft, Oracle,...
Key Points New Street Research is bullish on the robotaxi market, with Tesla and Waymo leading the way. The firm...
Key Points Spain's IBEX 35 index fell 0.29% on Wednesday. Losses led to the decline in the financial services and...
Key Points The Dow Jones Industrial Average hit a new all-time high. The rally was led by a surge in...
Key Points Investment firm BTIG initiated coverage of SoftBank with a "Buy" rating. The firm highlighted SoftBank's large stakes in...
Key Points A global shortage of memory chips, driven by AI demand, is pushing prices and stock values higher. Samsung's...
Key Points Bank of America released its top 10 stock picks for the first quarter of 2026. The list includes...
Key Points U.S. stocks had a mixed and quiet start to 2026, with the S&P 500 and Dow up slightly...
Key Points Baird expects major announcements from Tesla in 2026 to boost its stock price. The focus will be on...
