ADVFN US – Market Content Editor

Barclays strategists are cautioning that the powerful rally driven by artificial intelligence themes in semiconductor and technology stocks may be approaching a period of consolidation. They point to increasingly crowded investor positioning, a growing pipeline of equity issuance and a packed schedule of economic events as factors that could challenge further gains. The MSCI World…

The global smartphone market is on track for its largest yearly decline ever recorded, with device shipments expected to fall 13.9% in 2026 to approximately 1.08 billion units, according to new projections released by Counterpoint Research. The latest forecast represents a deterioration from the firm’s February estimate, which had anticipated a 12.4% annual decline. Analysts…

The planned stock market debuts of Anthropic, OpenAI and SpaceX (NASDAQ:SPCX) could create short-term pressure on financial markets as investors absorb a large volume of new equity offerings, according to Steve Brice, Global Chief Investment Officer for Wealth Solutions at Standard Chartered. Speaking on CNBC’s “Access Middle East” on Tuesday, Brice said the scale of…

UBS advised clients on Monday to take advantage of the recent rally in equities to rebalance their portfolios, arguing that the exceptional performance of a handful of large U.S. technology companies has increased concentration risk and could leave investors exposed if market leadership broadens. The S&P 500 reached another all-time high on Friday, pushing its…

Brent crude has recovered from recent lows near $91 per barrel after expectations for a swift agreement between the United States and Iran weakened, leading Citi analysts to reaffirm their constructive near-term view on oil prices amid concerns over tightening global inventories. The latest rebound comes against a backdrop of ongoing tensions in the Middle…

Morgan Stanley believes SpaceX (NASDAQ:SPCX) could generate as much as $3.4 trillion in annual revenue by 2040, according to a Wall Street Journal report published Friday that cited sources familiar with the bank’s projections. The investment bank expects artificial intelligence-related activities to become a major driver of growth for the aerospace and satellite company over…

Barclays believes global equities can continue advancing even as enthusiasm surrounding artificial intelligence and semiconductor stocks pushes parts of the market into increasingly crowded territory. According to the bank, resilient corporate earnings and abundant market liquidity remain key supports for the ongoing bull market. The bank’s European equity strategists acknowledge that valuations in certain areas…

The U.S. economy remains on a solid footing, with high-frequency economic indicators suggesting real GDP growth is running at roughly 3%, according to Wolfe Research. The firm said ongoing investment in artificial intelligence infrastructure, combined with favorable wealth effects and tax-related stimulus, continues to underpin economic activity. Data from the May ISM Manufacturing survey released…

Wolfe Research believes investors may be overlooking one of the most important drivers of the U.S. economy: the wealth effect. While much of the market’s attention has focused on artificial intelligence investment, the firm argues that rising household wealth is playing an equally important role in sustaining economic activity. Chris Senyek, an analyst at Wolfe…

The growing influence of artificial intelligence-related companies is reshaping the U.S. equity market, with the S&P 500 increasingly behaving as a market of individual stocks rather than a broad reflection of overall market conditions, according to Evercore ISI. Strategists led by Julian Emanuel said the exceptional performance of a small group of technology giants has…