Calamos CPSR ETF Hits 52-Week High as S&P 500 Rallies
Calamos S&P 500 Structured Alt Protection ETF (CPSR) hit a 52-week high, reflecting steady S&P 500 gains and investor demand for downside-protected equity exposure amid elevated volatility.
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Recently added · Page 2Jobless Claims Stay Strong as Iran-Oman Talks Stir Oil Market Risk
Markets await a fresh catalyst after a 5-day S&P rally. Jobless claims stayed sub-200K, signaling labor strength. Iran-Oman talks over Strait of Hormuz shipping create mixed oil-supply implications, …
Dow Tops 54,000, S&P 500 Hits 7,700 on Middle East Deal Hopes
NYSE pre-market update highlights record highs: Dow tops 54,000, S&P 500 above 7,700, fueled by hopes of a Middle East deal. Other corporate updates included Zeta Global earnings and Expedition Thera…
Dow, S&P 500 Futures Rise to Extend Record Highs Wednesday
Dow and S&P 500 futures rise, extending record highs, with Dow futures up 0.3% and S&P 500 up 0.4%. Nasdaq-100 futures remained flat, indicating mixed sentiment in tech versus broader market.
Semiconductor Rally Powers S&P 500; Oil ETFs Emerge as Competitors
The article highlights the strong performance of semiconductor stocks within the S&P 500, driving ETF gains. Additionally, oil ETFs are identified as rising competitors, benefiting from higher crude …
Foreign Buying Frenzy Signals US Stock Rally May Be Overheating
Capital Economics warns record foreign buying of US equities, driven by AI optimism, mirrors patterns before past major corrections (dotcom, GFC, 2022), signaling an overstretched rally that could re…
S&P 500 Earnings Soar 70% as Tech Profits Nearly Triple: What's Next
S&P 500 Q2 earnings growth hit 70%, led by tech's 190% profit surge. Oppenheimer sees improving fundamentals as Magnificent 7 members and XOM prepare to report this week amid rising yields and oil vo…
S&P 500 Surges on AI Boom: Jensen Fund Lags Amid Historic Quarter
Jensen Investment's Q2 2026 letter highlights Amphenol as a top pick, benefiting from AI-driven interconnect demand. Broader market saw its strongest quarter in six years, driven by AI infrastructure…
Jensen Fund Trails S&P 500 in Q2 2026 as AI Stocks Surge
Jensen Quality Growth fund underperformed the S&P 500 in Q2 2026, citing weak Abbott Labs (not tracked) results amid a broad market rally driven by AI/semiconductor strength and eased geopolitical te…
S&P 500 Surges in Strongest Quarter in 6 Years on AI Boom, Easing Tensions
Jensen Investment Management's Q2 2026 letter discusses new CTAS purchase, noting AI/semiconductor rally outperformed quality stocks. S&P 500 posted strongest quarter in six years, driven by eased Ir…
S&P 500 Soars 15% in Q2 2026 as AI Rally Outpaces Quality Stocks
Jensen Investment's Q2 2026 letter reports 10.94% return, trailing S&P 500's 15.20% gain amid AI-driven market strength. It also flags Broadridge Financial Solutions' underperformance due to AI disin…
Jensen Fund Lags S&P 500 in Q2 2026 as AI Stocks Surge
Jensen Investment's Q2 2026 letter details underperformance vs S&P 500 amid AI-driven rally; highlights new IDEXX Laboratories position, a veterinary diagnostics company not covered in the tracked sy…
S&P 500 Soars 15% in Q2 as AI Stocks Fuel Historic Rally
Jensen Investment's Q2 2026 letter highlights Cintas (CTAS) as a quality holding, though the S&P 500 rallied 15.20%, outperforming Jensen's 10.94% return amid AI-driven momentum stock gains.
Alphabet Crushes Earnings, Sets Stage for Big Tech Earnings Blitz
Alphabet posted blockbuster Q2 earnings, driving S&P 500 margins to record highs. Amazon, Apple, Meta, and Microsoft report this week with high expectations amid an AI-driven earnings boom, though ca…
AI Rally Fuels S&P 500's Best Quarter Since 2020 Amid Hawkish Fed
Fred Alger's Q2 2026 letter highlights S&P 500's 15.2% rally on Iran ceasefire and AI optimism, though Fed turned hawkish. Focus is on small-cap fund performance and holding GeneDx (WGS), not major i…
S&P 500 Soars 15% in Q2 2026 as AI Boom and Iran Ceasefire Drive Rally
Alger's Q2 2026 letter highlights strong S&P 500 gains driven by AI optimism and US-Iran ceasefire, while Energy lagged on falling oil prices. Fund spotlighted Guardant Health's strong quarter, thoug…
AI Boom Fuels S&P 500 Rally as Credo Tech Surges in Q2 2026
Alger's Q2 2026 letter highlights broad market recovery driven by AI investment and a US-Iran ceasefire, with S&P 500 up 15.2%. Credo Technology (CRDO) was a top contributor due to AI data-center con…
AI Rally Drives S&P 500 to Best Quarter Since 2020, Energy Lags
Alger Weatherbie's Q2 2026 letter highlights SIMO's strong contribution driven by AI-related data center demand and NAND flash growth, while broader markets rallied 15.2% on AI optimism and Iran ceas…
S&P 500 Surges 15% in Q2 2026 as AI Optimism Fuels Rally
Alger's Q2 2026 letter highlights a 15.2% S&P 500 rally driven by AI optimism and a US-Iran ceasefire, while a hawkish Fed and falling energy prices tempered gains. Silicon Motion (SIMO) was a top co…
S&P 500 Soars 15% in Q2 2026 on AI Boom, Iran Ceasefire
Alger's Q2 2026 letter notes S&P 500's 15.2% surge, its best quarter since 2020, driven by AI optimism and a US-Iran ceasefire, while energy lagged on falling oil prices; Fed held rates with hawkish …