DeepSeek vs. Wall Street: A Trading Revolution?
DeepSeek’s Impact on U.S. Stocks Remains Unclear, Says Conning’s Don Townswick The emergence of Chinese AI startup DeepSeek, which promises more cost-effective and energy-efficient artificial intelligence solutions, has yet to be fully priced into U.S. equities. That’s the view of Don Townswick, director of equity strategies at Conning Asset Management, which manages $170 billion in […]
Bond Market Signals for Trump’s Second Term
Stick with Shorter-Term Bonds, but Growth Concerns Linger President Trump’s trade-war tactics continue to challenge investors, as stock market fluctuations highlight uncertainty, alongside mixed signals from the bond market. On Tuesday, yields on 2-year Treasurys hovered near 4.21%, just below their 200-day moving average, according to FactSet data. Meanwhile, 10-year yields were closer to 4.51%, […]
Markets on Edge: Tudor Jones Warns of Trade Risks
Paul Tudor Jones: “It Will Take a Maestro to Navigate This Market” Billionaire investor Paul Tudor Jones, renowned for predicting the 1987 stock market crash, believes today’s financial landscape is more complex than ever. Speaking to CNBC on Monday, the Tudor Investment Corp. founder warned that navigating the current environment will require exceptional skill. “I […]
Winners & Losers in Trump’s Trade War
The new tariffs will be more extensive than those imposed during Trump’s first term. Starting Tuesday, the U.S. will enforce a 25% tariff on imports from Canada and Mexico, along with an additional 10% levy on Chinese goods. This escalation broadens the trade war, affecting both allies and rivals. Energy imports from Canada, including oil, […]
IBM Stock Skyrockets! Breaking Down Its Biggest Rally in Decades
IBM’s Growth Outlook Strengthens as AI Boosts Consulting Business. IBM is making a strong comeback. That’s the sentiment from Evercore ISI analyst Amit Daryanani, following International Business Machines Corp.’s (IBM) latest earnings report. The company’s optimistic outlook has Wall Street excited, sending IBM’s stock soaring—leading gainers in both the S&P 500 and Dow Jones Industrial […]
Meta AI Push: Bigger Than DeepSeek
Meta CEO Calls Consumer AI ‘One of the Most Transformative Products We’ve Made’ For those expecting Meta Platforms Inc. to scale back its aggressive spending after the DeepSeek news, think again. Not only did Meta (META +0.32%) reaffirm its capital expenditure forecast of $60 billion to $65 billion for the year—first shared by CEO Mark […]
