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 […]
Pricy Stocks? Focus on These Sectors
The start of President Donald Trump’s second term has fueled a vigorous rally, propelling the S&P 500 to new record highs and pushing market valuations to notable extremes. This surge has prompted investors to consider whether there are more affordable alternatives to the prominent megacap technology stocks, which may still benefit from the president’s initial […]
Markets Face a Monster Shift: What’s Next?
Demand for Bullish Equity Options Signals Rising Optimism in Markets The S&P 500 (SPX) came tantalizingly close to a new all-time high on Wednesday, though early indicators suggest a softer opening for Thursday. On the bullish front, Nomura strategist Charlie McElligott has issued an optimistic outlook, hinting at the possibility of a market “melt-up.” Known […]
Trump and Stock Buybacks: A Call for Corporate Change
Tech Companies Ramp Up Stock Buybacks Amid High Energy Demands Tech companies have significantly increased their stock buybacks programs, a trend that aligns with broader industry dynamics but raises questions about resource allocation in an energy-intensive sector. The drive for technological innovation, particularly in artificial intelligence (AI) and cloud computing, demands vast amounts of energy […]
Markets and the Trump Factor: Unpriced Risks and Opportunities
Trump’s Second Term Begins: Investors Brace for Markets Volatility As Donald Trump begins his second term as president of the United States on January 20, all eyes are on how his policy agenda will shape the economy and markets. During his campaign, Trump made bold promises on issues like immigration, international trade, and even cryptocurrency. […]
