AI stocks near 45% of S&P 500 weight, Goldman flags rising concentration
AI-linked stocks now account for nearly 45% of the S&P 500, up from ~25% in 2022, per Goldman Sachs. Strong earni ...
Tech giants surge as semiconductors lead a bullish wave
Sector OverviewThe US stock market today is witnessing a remarkable uplift, primarily driven by gains in the Technolo ...
JPMorgan sees China property stabilising, boosting outlook for equities.
JPMorgan says China’s property market may be nearing a turning point, with stabilising prices and rising demand suppo ...
Morgan Stanley flags pause in European equities, sees stock pickers market
Morgan Stanley sees a tactical pause in European equities, warning sentiment is stretched and expecting choppy tradin ...
JPMorgan raises S&P 500 target to 7,600 (from 7,200). AI, tech earnings drive bullish view
Summary:JPMorgan lifts S&P 500 target to 7,600 (from 7,200)
Implies ~7% upside from current levels
EP ...
Tech sector rally: Microsoft and Amazon lead gains in a mixed market landscape
Sector Overview: Tech and Consumer Cyclical Provide LiftThe US stock market today showcases a resilient tech sector, ...
The vibe coding revolution is coming for enterprise software quickly
A Scotiabank research note from Monday deserves more attention than it will probably get. Patrick Colville’s te ...
Tech downturn: Energy pops while semiconductor sector struggles
Tech downturn: Energy pops while semiconductor sector strugglesThe stock market witnessed a turbulent day as tech gia ...
Earnings this week — the names that matter
Here is a look at the companies reporting this week, with a particular focus on the macro. It’s all likely to b ...
Technology and automotive stocks lead gains while energy stumbles
Sector OverviewThe US stock market is displaying a dynamic mix of trends today, with notable strength in the technolo ...
Tech sector rallies: Microsoft and Broadcom drive upward momentum
The US stock market is buzzing with activity today as the tech sector shows significant strength. With giants like Mi ...
Tech sector shines: A deep dive into today’s market resilience
Sector OverviewThe stock market today painted a green picture for the Technology sector, with notable performances fr ...