Alphabet stock is sliding toward bear market territory as investors weigh heavy AI spending, rising costs, and slowing earnings growth.
4 minute read
The springtime fate of shares could be determined over the next few days.
3 minute read
Stocks are rallying on optimism for peace talks, but the lack of details has primed volatility risk.
3 minute read
Stocks will have solid tailwinds once the war ends. But it will need to end soon.
3 minute read
Stocks are powering higher on hopes the war will end soon. Keep an eye on oil prices.
3 minute read
Rate traders are now pricing in a higher chance of a Fed rate hike this year than they are a rate cut.
4 minute read
Yields on the 2-year note suggest the Federal Reserve won’t be cutting rates for a very long time.
3 minute read
Reality Labs, the Meta division that hosts the project, has racked up around $75 billion in operating losses since 2020.
4 minute read
Echoes of the 2022 bear market are starting to ring on Wall Street.
4 minute read
History suggests the second half of March is a winner for the stock market.
4 minute read
Investors are favoring emerging markets, with the largest allocation in five years, and equities in Japan.
3 minute read
There’s a better way to fight the short-termism in U.S. stock markets.
3 minute read
One target is 7700. Another is 7600. Stronger earnings forecasts and cheaper valuations are why. But don’t forget oil, AI, and private credit.
4 minute read
The S&P 500 looks cheap. Is it time to buy?
3 minute read
The $3 trillion market is facing growing investor withdrawals and rising scrutiny as analysts warn of risks tied to opaque lending and AI-driven disruption.
4 minute read
The benchmark S&P 500 has fallen around 3% since the first wave of U.S.-led attacks on Iran at the end of February.
4 minute read
For investors, the rhetoric has gone from the conflict being “over very soon” to “high oil prices for a year” in the span of a few days.
4 minute read
Hedge funds might be betting on the fact that market declines triggered by geopolitical shocks tend to reverse rather quickly.
4 minute read
War, inflation fears, and market swings are pushing investors to react. History—and economists from Keynes to Robert Shiller—suggest the best move may be doing nothing.
4 minute read
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