Sector OverviewThe U.S. stock market is showcasing a mixed performance, emphasized by notable movements in technology and semiconductor sectors. The technology ...

Sector OverviewToday's stock market presents a striking contrast as technology struggles while consumer sectors show relative strength. The market heatmap revea...

AI-linked stocks now account for nearly 45% of the S&P 500, up from ~25% in 2022, per Goldman Sachs. Strong earnings and momentum have driven concentration ...

Sector OverviewThe US stock market today is witnessing a remarkable uplift, primarily driven by gains in the Technology and Consumer Cyclical sectors. The stand...

JPMorgan says China’s property market may be nearing a turning point, with stabilising prices and rising demand supporting the outlook for Chinese equities to o...

Morgan Stanley sees a tactical pause in European equities, warning sentiment is stretched and expecting choppy trading, while favouring stock picking with energ...

Summary:JPMorgan lifts S&P 500 target to 7,600 (from 7,200) Implies ~7% upside from current levels EPS forecasts raised for 2026 and 2027 AI and tech earnin...

Sector Overview: Tech and Consumer Cyclical Provide LiftThe US stock market today showcases a resilient tech sector, with significant gains driven by Microsoft ...

A Scotiabank research note from Monday deserves more attention than it will probably get. Patrick Colville's team spoke with the Global Head of Digital at a maj...

Tech downturn: Energy pops while semiconductor sector strugglesThe stock market witnessed a turbulent day as tech giants found themselves in decline, while the ...

Here is a look at the companies reporting this week, with a particular focus on the macro. It's all likely to be overshadowed by the Middle East but hopefully t...

Sector OverviewThe US stock market is displaying a dynamic mix of trends today, with notable strength in the technology and automotive sectors, while energy sto...