The Week Ahead: Can Non-Tech Stocks Join the Rally?
We face additional headwinds this week, but I also continue see many reasons to be bullish.
We face additional headwinds this week, but I also continue see many reasons to be bullish.
During a volatile week, we updated the Portfolio’s shopping list, and locked in a sizable tech gain.
We’re adding this membership-driven company to our shopping list.
Big banks like Wells Fargo, Bank of America, and JPMorgan Chase slid on Tuesday as did financial services ETFs. Let’s see what’s going on.
“The Fed is behind us, growth has been upgraded, and positioning and sentiment have reset as investors have reembraced the Tech trade.”
During the week of challenging developments, we refreshed out shopping list, exited one holding and added to four others.
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.
This Japanese chipmaker, which has produced world-leading stock performance since its debut in late 2024, would be following the example of Hynix in seeking a U.S. listing.
A bounce in AI names is helping offset pressure from a continued rise in bond yields and oil prices.
Here’s why a potential slowdown in AI development is boosting hyperscalers.