Is OpenAI Outpacing Apple?
Apple’s Slow AI Investment Raises Red Flags as Rivals Race Ahead As concerns around tariffs and global trade persist, investors may be missing a more immediate threat to Apple Inc.: falling behind in the fast-moving artificial intelligence race. While Apple still generates the majority of its revenue from hardware—iPhones alone made up 49% of net […]
Small Caps Still Lagging Behind
Small Caps Likely to Keep Lagging Behind Large-Cap Peers in the U.S., Even as Economic Fears Ease U.S. small-cap stocks have consistently underperformed their large-cap counterparts over the past decade—a trend that’s unlikely to change anytime soon, even if concerns about the economy begin to subside. There have been brief periods of small-cap outperformance, such […]
Underdog Stocks Heating Up Fast
Evercore Strategist Says June Could Be a Breakout Month for Small-Cap Stocks Despite persistent trade worries weighing on markets, investors managed to shrug off the gloom on Monday. That resilience could set the stage for further gains Tuesday—particularly for smaller stocks. The S&P 500 is just 3.78% below its February peak after strong performance in […]
Goldman Still Bullish on S&P 500
Despite Rising Yields, Goldman Sachs Stands by 6,500 S&P 500 Target Despite a recent surge in bond yields, Goldman Sachs is holding firm on its 12-month S&P 500 target of 6,500. Yields on the U.S. 10-year Treasury note have climbed from around 4% at the end of April to approximately 4.43%, driven by concerns over […]
Don’t Exit Yet: 5 Supports for This Market
Expect Even Greater Support for Market This Year,” Says Jim Paulsen Tariffs continue to influence market sentiment, but despite ongoing uncertainty, the S&P 500 remains just 3.8% below its all-time closing high from February 19. Still, let’s set aside the trade war for a moment. What other forces might shape market performance in the months […]
Nvidia Surge Confirms April Tech Buy Call
Markets have turned bullish following Nvidia standout earnings and a major legal challenge to the so-called “Liberation Day” tariffs. According to Baird investment strategist Ross Mayfield, this could reignite enthusiasm for the AI trade and bolster the tech sector’s rebound after a sluggish start to 2025. Mayfield, a vocal supporter of AI-adjacent stocks, said he […]
