A Broad Friday Rally Takes the S&P 500 Just Below Record Highs
Nine of 11 sectors rose, powering the S&P higher despite semiconductor weakness. Small-caps, though, posted a fifth straight weekly loss for the first time since 2022.
Stocks Shrug Off New Highs in Yields as the Advance Broadens
The Nasdaq closed at a record, and the S&P 500 came within a whisker, as the rally broadened for a second straight session, even as 10 and 30-year yields climbed to their highest close since 2002.
Bad News Was Good News Friday — for Stocks, Not Bonds
Payrolls missed every estimate, raising bets for an October FOMC hold, and the Nasdaq-100 powered to a record high. But Treasury yields reversed an early drop.
Bonds Crash the Party
A bond market selloff muted what should have been a rally for equities on Wednesday. Also, feel that inflation chill?
Is the AI Gravy Train About to Get a Yellow Signal?
The market may not be selling off solely because of oil and Iran. Investors may be starting to price in another troubling risk.
Following Tariff Truce Update, Investors Can Expect More From Trump-Xi Summit
We’ve already got a market-relevant impact on tariffs, but what are the other main points of contention as the “G2” gather?
CrowdStrike Just Popped. Here’s My Plan and Why I’m Upping the Price Target.
CRWD gained 13.9% on Monday, then traders took some profits. But the roof has not fallen.
Meta and Chips Cover Up Market Weakness
Here are a few names I’m watching closely as we work through this difficult period.
SpaceX Helps Prevent Pullback With New Price Target
The aerospace firm was among the few AI-related names that carried the day.
New Intel Price Target After CPU Hike Report
A significant upgrade for the Big Tech firm turned heads on Wall Street.