Martin Baccardax

Martin Baccardax

Senior Writer

LATEST ARTICLES

Why High Oil Prices Are a Time Bomb for the Tech-Led Rally

Why High Oil Prices Are a Time Bomb for the Tech-Led Rally

Stocks are nearing the midday point of a massive second quarter. The rally is starting to look vulnerable.

4 minute read

Tech Is Keeping the Market Afloat. There Could Be a Pullback on the Horizon.

Tech Is Keeping the Market Afloat. There Could Be a Pullback on the Horizon.

Tech has dominated the market’s post-war gains. Are we due for a reset?

4 minute read

The S&P 500 Is Following Earnings Higher—Perhaps a Lot Higher

The S&P 500 Is Following Earnings Higher—Perhaps a Lot Higher

A veteran Wall Street forecaster says S&P 500 may hit 10,000 ‘ahead of schedule.’

4 minute read

RBC Boosts S&P 500 Price Target. Big Tech Can Drive a 10% Gain.

RBC Boosts S&P 500 Price Target. Big Tech Can Drive a 10% Gain.

RBC sees a “two-speed” economy boosting tech, which could take the benchmark 10% higher over the next year.

4 minute read

How Peloton Explains the AI Boom and Why It Will End Badly

How Peloton Explains the AI Boom and Why It Will End Badly

Lessons from its decline could be useful for those looking at the extraordinary tech sector gains of the past six weeks.

4 minute read

This Stock Market Rally Has Run on Both Faith and Fact. One Has Mattered More.

This Stock Market Rally Has Run on Both Faith and Fact. One Has Mattered More.

‘Blind faith’ has been driving stock markets higher, says an economist. That could be risky.

3 minute read

2 Reasons the S&P 500 Is Headed for Fresh Records Today

2 Reasons the S&P 500 Is Headed for Fresh Records Today

U.S. stocks are outpacing their global rivals, with tech leading the charge. But worries about the war in Iran still linger.

3 minute read

HSBC Flags Risks to Stocks. U.S. Markets Aren’t Listening.

HSBC Flags Risks to Stocks. U.S. Markets Aren’t Listening.

HSBC says a worst-case scenario tied to the Iran conflict could hammer global stocks and boost oil prices, but U.S. markets continue to push toward record highs.

4 minute read

‘Exuberance’ for Tech Drives Stock Market Gains Even as Iran War Concerns Intensify

‘Exuberance’ for Tech Drives Stock Market Gains Even as Iran War Concerns Intensify

Tech stocks are set for another round of gains even as tensions in the U.S. war with Iran continue to intensify.

3 minute read

Think AI Spending Won’t Stoke Inflation? This Time Could Be Different.

Think AI Spending Won’t Stoke Inflation? This Time Could Be Different.

AI spending might add to the new inflation mix. That’s big news for a market reliant on tech.

4 minute read

Latest Iran Flare-Up Challenges Stock Market’s Record Run and AI Momentum

Latest Iran Flare-Up Challenges Stock Market’s Record Run and AI Momentum

With Big Tech earnings behind it, stock markets face the gnawing worry of a rise in global crude prices and tensions in the Middle East.

4 minute read

The First $6T Company May Not Be Nvidia

The First $6T Company May Not Be Nvidia

Alphabet’s stock surge, fueled by AI and cloud growth, is putting it within striking distance of Nvidia’s market cap lead.

4 minute read

Tech Stocks Will Keep Pushing the Market Higher After the Best Month in Years

Tech Stocks Will Keep Pushing the Market Higher After the Best Month in Years

The S&P 500 booked at a 10.4% gain in April, its best month since 2020,

4 minute read

Why the Economy Isn’t Sliding Into Stagflation

Why the Economy Isn’t Sliding Into Stagflation

America’s fixation on inflation is limiting economic growth.

3 minute read

Japan Hints at Yen Intervention. U.S. Stocks Might Want to Heed the Warning.

Japan Hints at Yen Intervention. U.S. Stocks Might Want to Heed the Warning.

The yen bounced higher Thursday on talk of yen intervention. The next few days will be crucial.

3 minute read

Meta and Microsoft Slump After Earnings

Meta and Microsoft Slump After Earnings

Everyone is spending a ton on artificial intelligence. But not every company spending that money is trading higher.

4 minute read

Costco Fiddles With Its Hot Dog Combo. Will It Still Pop?

Costco Fiddles With Its Hot Dog Combo. Will It Still Pop?

Costco’s signature value meal hasn’t changed since the 1980s—until now. What it says about the 40-year-old special and the current business environment.

4 minute read

The Fed, Tech Earnings, and Oil: Why This Is Wall Street’s Most Critical Week

The Fed, Tech Earnings, and Oil: Why This Is Wall Street’s Most Critical Week

Wall Street’s busiest slate in memory starts today. There’s a lot at stake.

4 minute read

The S&P 500’s Rally Runs Smack Into a Wall of Worries

The S&P 500’s Rally Runs Smack Into a Wall of Worries

Everyone is worried about the Fed and tech earnings. Oil may still be the bigger problem.

3 minute read

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