Apple Could Spark Tech’s Next Rally
Fundstrat’s Mark Newton: All Eyes on Apple as Tech Rally Broadens After two straight record-setting sessions for the S&P 500 and Nasdaq, the new quarter is off to a softer start, with markets eyeing potential losses. A holiday-shortened week and ongoing political developments — including Trump’s tax and spending bill in the Senate — may […]
Market Records? More Upside Ahead
Equities May Already Be Pricing In More Fed Rate Cuts U.S. stocks are poised to kick off the second half of 2025 at record highs, with the S&P 500 up nearly 24% from its mid-April lows. But as summer approaches—a season historically prone to volatility—investors are asking whether this strength is sustainable. Mike Wilson, Morgan […]
Market Jitters Could Boost Stocks
Elevated Sector Correlations Signal Lingering Market Jitters Despite Record Highs U.S. stocks appear poised to notch another record high by Friday, but under the surface, signs of investor unease remain. Nicholas Colas, co-founder of DataTrek Research, points to unusually high correlations between stock sectors as a signal that traders are still on edge. Colas uses […]
JPMorgan Unveils Surprising Market Forecast Tool
A “Good” S&P 500 Valuation May Be a Bad Omen for Future Returns Markets paused on Wednesday as investor focus shifted from geopolitical concerns to upcoming economic data, interest rates, and tariff developments. A flood of economic reports due in the next two days could shape short-term market direction. But it’s not just data that […]
Apple Slips. Perplexity to the Rescue?
Apple’s AI Catch-Up Play Could Pull It Out of the ‘Penalty Box’ Apple Inc. has had a turbulent first half of the year, with its stock down more than 19% amid mounting investor concerns. Tariffs introduced during former President Donald Trump’s administration continue to cast a long shadow, and fears that Apple is lagging behind […]
Why More Investors Are Thinking Long-Term
Retail Investors Stay Bullish on Stocks Despite Economic Uncertainty A shaky economy isn’t dampening retail investors’ confidence in the stock market. While economists often caution that the stock market doesn’t perfectly mirror the economy, retail investors appear to understand the distinction. Even as many are tightening their budgets in response to economic uncertainty, they’re continuing […]
