Today: July 07, 2024
Today: July 07, 2024

Latest From Lewis Krauskopf

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Earnings season to test hopes for broader stocks rally

Hopes that the U.S. stocks rally will broaden beyond megacaps like Nvidia will be tested in coming weeks as investors learn whether profit growth from other

Earnings season to test hopes for broader stocks rally
Business|Economy|Technology

Echoes of dotcom bubble haunt AI-driven US stock market

A U.S. stock rally supercharged by excitement over artificial intelligence is drawing comparisons with the dotcom bubble two decades ago, raising the question

Echoes of dotcom bubble haunt AI-driven US stock market
Economy|News|Technology

Lofty US stocks leave investors punishing earnings disappointments

Richly valued U.S. stocks are leaving investors with little tolerance for disappointment, raising the stakes ahead of a week in which two more technology and

Business|Economy

Nvidia’s staggering gains leave investors wondering whether to cash in or buy more

The huge rally in Nvidia Corp's shares has investors weighing whether to cash in, hold on for more gains or chase a stock that has tripled during the past year.

Nvidia’s staggering gains leave investors wondering whether to cash in or buy more
Business|Technology

AI fever drives Nvidia’s rise to world’s most valuable company

Nvidia has become the world’s most valuable company following a staggering rally in its shares, underlining the outsized role investors expect artificial

AI fever drives Nvidia’s rise to world’s most valuable company
Business

Evercore strategists back dour S&P 500 view, expect weaker earnings outlook

U.S. earnings estimates are likely to weaken as companies issue cautious outlooks, according to Evercore ISI strategists, who stood by their view the S&P 500

Evercore strategists back dour S&P 500 view, expect weaker earnings outlook
Business

Surging US energy shares reflect robust growth, inflation worries

U.S. energy shares are soaring as investors benefit from rising oil prices and a stronger-than-expected economy, while seeking to protect their portfolios from

Surging US energy shares reflect robust growth, inflation worries
Business

How the US stock market rocketed through the first quarter

The U.S. stock market is off to a soaring start in 2024, as optimism over the economy and interest rate cuts has combined with exuberance about the business

How the US stock market rocketed through the first quarter
Business

US yields nearing level that could pressure stocks, Morgan Stanley says

U.S. stocks have climbed this year despite rising Treasury yields, but equities could become more sensitive if yields push higher from current levels, Morgan

US yields nearing level that could pressure stocks, Morgan Stanley says
Business

Analysis-US stocks may not be in a bubble, but a pullback could be near

Some market participants believe the relentless U.S. stock rally is poised for a breather, even if it remains unclear whether equities are in a bubble or a

Analysis-US stocks may not be in a bubble, but a pullback could be near
Business

US equities, tech growing in market dominance, Goldman strategists say

Global stock markets are increasingly concentrated, including a greater weight of U.S. equities and technology stocks, and, while not necessarily unwarranted,

US equities, tech growing in market dominance, Goldman strategists say
Business

Analysis-Wall Street hunts for more AI gold after Nvidia’s soaring rally

Money managers are scrambling to cash in on the stock market’s interest in artificial intelligence, as a stunning rally by Nvidia sparks a search for other

Analysis-Wall Street hunts for more AI gold after Nvidia’s soaring rally
Business

Soaring US stocks could take cues from Fed as earnings wind down

Strong corporate results have helped fuel the S&P 500’s climb to new highs this year, taking the focus away from the Federal Reserve’s tortuous path towards

Soaring US stocks could take cues from Fed as earnings wind down
Business

AI mentions rise in S&P 500 earnings calls, Goldman says

The number of S&P 500 companies discussing artificial intelligence has climbed to a new high in fourth-quarter conference calls, Goldman Sachs strategists said,

AI mentions rise in S&P 500 earnings calls, Goldman says
Business

US stock buyback plans picking up in earnings season, EPFR says

U.S. stock buybacks are picking up, with corporate announcements this earnings season trending above the prior two quarters and above the average of the past 12

US stock buyback plans picking up in earnings season, EPFR says
Business

Analysis-Projected buyback revival stands to bolster US stocks in 2024

The rally that has taken U.S. stocks to an all-time high is expected to have another powerful driver in 2024: companies buying back more of their own shares.

Analysis-Projected buyback revival stands to bolster US stocks in 2024
Business

Analysis-Megacap stocks keep lifting US market, but worries over their dominance grow

Earnings reports this week from five of the so-called Magnificent Seven stocks are putting a renewed focus on risks from the group’s outsize weighting in the S&

Analysis-Megacap stocks keep lifting US market, but worries over their dominance grow
Business

Strong US economic outlook buffers stocks against rising yields -Goldman

A strong economic outlook is helping U.S. stocks weather a rise in Treasury yields, though that could change if factors such as tighter monetary policy drive

Strong US economic outlook buffers stocks against rising yields -Goldman
Business

Money market funds keep growing despite expected Fed cuts, JPMorgan strategists say

Assets in money market funds are rising to start the year, challenging some expectations that investors are set to pour cash on the sidelines into stocks and

Money market funds keep growing despite expected Fed cuts, JPMorgan strategists say
Business

Analysis-Record-high US stocks grow more expensive versus global peers

The U.S. stock market's march to all-time highs is putting the spotlight on its large valuation premium over global equities, leading some investors to look

Analysis-Record-high US stocks grow more expensive versus global peers
Business

The S&P 500’s wild ride to an all-time high

Hopes for lower interest rates and resilient growth in 2024 took the S&P 500 stock index to a record high on Friday, after two roller-coaster years featuring

The S&P 500’s wild ride to an all-time high
Business

Goldman strategists see value in small caps, consumer staples shares

Small-cap stocks and shares of consumer staples companies may be pockets of value in an increasingly expensive U.S. stock market, Goldman Sachs strategists said

Goldman strategists see value in small caps, consumer staples shares
Business

Citi strategists upbeat on US stocks in 2024, fueled by earnings

The S&P 500 is poised for solid gains next year on strong earnings growth and a broadening of the stock market's rally, strategists at Citigroup said on Friday.

Citi strategists upbeat on US stocks in 2024, fueled by earnings
Business

Improved profit margins 'bright spot' in US earnings season -Goldman strategists

Improving profit margins among U.S. companies are supporting a stronger-than-expected earnings season even as revenues top estimates at rates below the

Improved profit margins 'bright spot' in US earnings season -Goldman strategists
Business

Investors on edge as Middle East conflict intensifies

Investors are watching over the weekend for signs of whether the conflict in the Middle East will escalate, which could ratchet up volatility in markets that

Investors on edge as Middle East conflict intensifies

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