Investors on Edge: Is the AI Boom Overheating?
Investors doubts are rising over trillion-dollar AI infrastructure bets Stocks began the week at fresh highs, but momentum quickly faded. The S&P 500 (SPX -0.50%) has now slipped for three straight sessions, down 1.3% in total. The pullback coincided with stronger-than-expected economic data that pushed bond yields higher, Federal Reserve Chair Jerome Powell’s cautious remarks […]
Market Buzz: Why Oklo Tops Pre-Revenue Charts
Oklo Inc. has skyrocketed to a $20 billion market cap, making it the largest pre-revenue company trading in the U.S. — a striking sign of how far investors are willing to go in search of the next big AI trade. No sales, no problem. Shares of the nuclear technology company (OKLO) sit at $131, up […]
Stocks Eye Comeback After Tech Slump
US stocks gained in premarket trade Wednesday, looking to resume their record-setting rally as upbeat news from Alibaba (BABA) and Micron Technology (MU) fueled optimism around artificial intelligence. Nasdaq 100 futures (NQ=F) climbed about 0.3%, while S&P 500 contracts (ES=F) edged 0.2% higher. Futures tied to the Dow Jones Industrial Average (YM=F), with its lighter […]
Recurring Revenue: Joseph Shaposhnik’s Winning Edge
Joseph Shaposhnik’s Winning Formula: Great CEOs + Recurring Revenue Veteran investor Joseph Shaposhnik believes actively managed funds have lost their way. “There are too many managers who spend their days making decisions based on index constituents,” he told MarketWatch. “The system is broken, but it’s fixable.” His solution: focus on businesses with predictable growth and […]
Equities on Edge: Liquidity Risks Ahead
Mike Wilson Warns: Equities Could Be Vulnerable to Liquidity Stress The major indices — the S&P 500, Dow, and Nasdaq — all reached fresh record highs last week. The S&P 500 has surged 33.75% from its April low, marking a 13.3% gain year-to-date. Investors seem to have shrugged off uncertainty around White House policies, while […]
Can Tesla Hit a $5 Trillion Valuation by 2035?
Baird: Tesla’s Future Lies in ‘Physical AI,’ Not Just Cars The market rally just widened, with small caps finally joining the climb. The Russell 2000RUT +2.51% closed at its first record high since 2021, alongside fresh peaks for the S&P 500SPX +0.48%, Dow DJIA +0.27%, and Nasdaq COMP +0.94%. That broadening strength is good news […]
