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Wall Street strategists are divided over the S&P 500's year-end path amid surging Treasury yields approaching 5% and persistent inflation. While Goldman Sachs and Morgan Stanley forecast gains toward…
HSBC's Willem Sels argues US equities have further upside as AI productivity benefits remain underappreciated by markets. While rising 10-year Treasury yields near 5% pose a significant headwind, acc…
Citi maintains S&P 500 target of 8,100, raising full-year EPS estimate to $365 on strong Q2 earnings. Rally requires broader participation beyond megacaps and sustained AI earnings confidence, with g…
Siegel says Fed likely skips September hike if oil stays near $80, citing cooling CPI/PPI and lower PCE forecasts. S&P 500 hit 7,800 as AI-driven earnings broaden and value stocks rotate higher.
Q2 earnings season nears completion with S&P 500 profits up 50% YoY, led by AI-driven growth. Key AI infrastructure reports from CoreWeave, Supermicro, and Applied Materials due this week could signa…
Markets await weekly consumer inflation data and earnings from AI-related companies, key catalysts for near-term volatility across tech and broader indices.
Asian and global stocks rallied on tech earnings strength (Amazon, Microsoft, Palantir) and hopes for a Strait of Hormuz deal, which sent oil prices tumbling over 10% this week.
US futures rose on Iran-US de-escalation hopes and strong tech earnings from Microsoft and Amazon. Palantir and Snap surged after-hours on blowout results. Oil gained on Middle East uncertainty despi…
Big Tech earnings split sharply: Amazon, Microsoft and Alphabet gained $1.5T combined on strong cloud growth proving AI monetization. Apple, Meta and Tesla lost value on supply issues, unclear AI ROI…
Q2 earnings season shows 86% EPS beat rate and record 15.7% S&P 500 margins, driven largely by AI spending. However, Alphabet's SpaceX stake gains inflate figures, and top 10 companies now generate 3…