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The S&P 500's record highs are driven almost exclusively by Microsoft (MSFT) and Nvidia (NVDA), which added $1.42 trillion in market value since mid-July. Strip away these two AI leaders, and the res…
Robust quarterly earnings have driven the S&P 500 to record highs, with analysts forecasting further gains and setting upside targets as high as 8,100.
Aristotle Capital's Q2 2026 letter highlights broad equity gains driven by AI infrastructure. Intercontinental Exchange faced headwinds after the CFTC approved Bitcoin perpetual futures, posing fresh…
The S&P 500 hovers near record highs despite 30-year Treasury yields hitting 2007 levels. Strong corporate earnings are currently offsetting rising capital costs and massive AI-related debt issuance,…
While the S&P 500 reaches new highs, several high-yield dividend stocks sit near 52-week lows. Comcast, General Mills, and Vici Properties present turnaround opportunities offering yields between 5% …
U.S. indices hit record highs in 2026 despite inflation and Fed transition concerns. Shiller CAPE ratio at 41, more than double historical average, signaling elevated valuation risk and potential for…
TCW's Q2 2026 letter highlights KLA Corp as a new holding, citing strong semiconductor equipment demand, pricing power, and cash returns amid record S&P 500 highs driven by AI capital spending.
S&P 500 at record highs with Shiller P/E above 42, the highest since the dotcom bubble. Concerns center on AI-driven tech valuations, echoing pre-2000 crash conditions where even blue-chip stocks fel…
S&P 500 earnings growth exceeds 50%, the fastest since 2021, with 90% of companies beating estimates. Tech, AI-related capex, and unrealized gains at Alphabet and Amazon are driving record market hig…
JPMorgan raised its S&P 500 price target to 8,000 from 7,800, citing strong broad-based earnings and AI monetization signs at Google, Amazon, and Microsoft, easing capex ROI concerns.
Article warns U.S. stock markets are near record valuations (Shiller P/E at 42.84, second-highest in 155 years) and AI-driven rally resembles past tech bubbles, suggesting a correction is likely desp…
The S&P 500 rose 0.4% as cooling oil prices and a new ceasefire agreement eased inflationary pressures, overshadowing a sell-off in the semiconductor sector triggered by Broadcom’s disappointing AI r…
S&P 500 futures remain steady near record highs as AI-driven optimism balances geopolitical tensions in the Middle East. While rising energy prices fuel inflation concerns and rate hike expectations,…
The S&P 500 dipped slightly from record highs as Alphabet shares fell on heavy AI infrastructure spending plans. Despite tech sector volatility and pullbacks in software stocks, AI-driven server dema…
Nvidia surged 6% on the launch of a new AI chip for PCs, fueling a broader tech-led rally. While the S&P 500 hit record highs, gains were narrowly concentrated in tech and energy, as investors brace …
The S&P 500 reached record highs, driven by a surge in AI-related tech stocks led by Nvidia's new chip announcement. Market sentiment also improved on optimistic geopolitical updates regarding Iran, …
US stocks hit record highs led by Nvidia's 6% surge following the launch of an AI-focused PC processor. While Middle East tensions pushed oil prices higher, broader market sentiment remains bullish, …
Nvidia surged after unveiling an AI-integrated laptop chip developed with Microsoft, boosting both stocks. Despite geopolitical tensions in Iran and inflation concerns, the S&P 500 reached record hig…
The S&P 500 reached record highs, driven by significant gains in AI hardware and software sectors. Nvidia's new chip announcement bolstered optimism across the tech industry, offsetting broader geopo…
The S&P 500 reached record highs, fueled by an 8% monthly gain in the Nasdaq and strong performance in AI-related tech stocks. Easing energy prices and potential geopolitical stabilization in the Str…