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Impax US Sustainable Economy Fund reported strong Q2 2026 outperformance against the Russell 1000, fueled by the tech rotation into AI. The fund highlighted Micron Technology as a key driver, benefit…
Historical data highlights the 'September Effect', where the S&P 500 averages a 1.1% decline due to seasonal institutional rebalancing. Heavily concentrated AI megacaps face potential de-risking and …
Cybersecurity stocks tumbled as CrowdStrike dropped 7% and Palo Alto Networks fell 5% despite Truist raising price targets. High valuations and pre-earnings positioning drove the selloff, while niche…
Retail investors continue aggressive buying of AI and tech stocks despite market rotation; Bitcoin is falling amid broader risk sentiment and oil price gains linked to geopolitical concerns.