Tag: market news
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Why Stocks With Momentum Are Back in Charge
In October, investors turned back toward strategies favoring fast-growing companies instead of those with cheaper valuations. As government bond yields declined across Europe, the U.K., and the U.S., the preference for growth stocks became clear. According to Panmure Liberum strategist Joachim Klement, growth stocks are poised to lead performance in 2026 across all three markets,…
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S&P 500 Hits Record Concentration — Déjà Vu of 2000?
The largest companies in the S&P 500 are seeing their market weight surge faster than their actual earnings — a growing imbalance that’s starting to raise eyebrows on Wall Street. Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, has often dismissed talk of an AI-fueled market bubble. Yet in her latest report…
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Nvidia Stays on Top as AI Budgets Explode
Nvidia Rides Big Tech’s AI Spending Wave The AI race among Big Tech giants is intensifying — and Nvidia looks like the biggest winner. After Amazon’s strong cloud results and upbeat guidance last week, Wall Street’s attention shifted to Nvidia, which hasn’t even reported earnings yet. The surge in AI spending from Amazon, Meta, Alphabet,…
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Volatile Week: Market Swings on Big Tech’s AI Bets
AI-Fueled Market Euphoria Faces Test as Tech Spending Turns to Debt The stock market’s AI-driven rally is showing signs of strain. With megacap tech companies steering market direction, this week’s earnings have brought volatility — and fresh worries that investor optimism may be overextended. Disappointing results from Meta (-11.33%) and Microsoft (-2.92%) sparked a broad…
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Smart Money Moves: Bonds Over Stocks?
High-Yield Bonds Outperform Stocks in Slow-Growth Periods, Study Finds As a wave of economic news floods the markets, stocks continue to flirt with record highs—even as investor confidence in the economy begins to fade. Amid this uncertain backdrop, a new analysis from AllianceBernstein suggests that investors may not need to sacrifice returns to lower their…
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Markets Hit Record Highs — But Can the Rally Last?
High-Stakes Wednesday: Markets Await ‘Magnificent Seven’ Earnings, Fed Decision, and Powell’s Words Wednesday is shaping up to be one of the most important days of the year for investors — a rare triple event that could define the market’s next move. The Federal Reserve’s interest rate decision, Chair Jerome Powell’s press conference, and earnings reports…