Oil Ticks Lower, Steel Sends Warning: 8 Key Items Shaping the Stock Market Friday
Buffett steps down, the FCC and SpaceX’s Starlink Mobile and other headlines moving the market this morning.
Tech-Led Rally Lifts S&P 500 To Best Day Since Early August
Stocks and bonds rallied together Thursday after having fallen in unison the day before following a hawkish Fed decision, helped by oil prices easing back for a second day.
Investor Sentiment Is Finally Turning Pessimistic
Looking at two key sentiment surveys, we finally see a bit of a change. Investors are turning worried.
Time to Plug Into Generac After It Generates Big Deal With Amazon?
Here’s my take on the agreement that could see $8 billion in generators going to Amazon.
Markets Change Tack After Sleeping on it
Equities are starting the Thursday session with a strong tech-led rally aided by investors scooping up treasuries.
Diesel Crisis: Stalking Amazon, Selling Hunt and Warsh’s Fresh Approach
Taking a close look at two names impacted by soaring diesel and the new Federal Reserve chair’s take on inflation.
A Hawkish Fed Does Little To Soothe Markets
The S&P 500 falls for the 7th time in 8 sessions straining against key downside levels as a more hawkish than expected Fed does little to soften expectations for higher volatility in stock and bond markets.
Blowout Retail Sales Report Shows Consumers Continue to Consume
Core retail sales at the strongest since 2024 will be a boost to Q3 GDP estimates and should alleviate concerns about consumer spending.
Rise in Diesel Prices Becomes Headwind for Margins and Earnings
Duration remains a key, but year-over-year increases are flashing a yellow light
Wall Street Fears an AI Slowdown. I’m Not Buying It.
It’s a considerable leap from slowing AI development to assuming the industry will need less computing power.