ADVFN US – Market Content Editor
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Earnings Hold Up Even as AI Disruption Concerns Persist, Goldman Sachs Says
Companies that have been at the heart of recent anxiety over artificial intelligence-driven disruption are, for the most part, still delivering solid earnings, according to analysts at Goldman Sachs. Over the past three months, software shares have dropped by double-digit percentages as investors reacted nervously to the rollout of advanced AI models capable of replicating…
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AI-Driven Market Bubble Now “Much Less Likely,” Says Yardeni
The risk of a stock market bubble sparked by artificial intelligence enthusiasm has become “much less likely,” according to analysts at Yardeni Research. Last year, heavy investment pledges from mega-cap technology firms and a flurry of interconnected deals among AI-focused companies fueled concerns that the market was entering a speculative phase similar to the late-1990s…
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Tax Refund Season Could Channel $11 Billion a Week Into U.S. Stocks, Deutsche Bank Says
U.S. equities may draw in around $11 billion in weekly inflows as tax refunds are distributed through mid-April, according to Deutsche Bank strategist Parag Thatte. Thatte pointed out that the mid-February to mid-April window has historically accounted for roughly one-third of total annual inflows into U.S. stocks, making it a seasonally strong period for equity…
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AI Fears Turn Markets Into “Sniper’s Alley,” Deutsche Bank Says
Mounting concerns over artificial intelligence disruption have transformed equity markets into what Deutsche Bank describes as a “sniper’s alley,” as investors reassess which companies stand to benefit — and which could be left behind. According to analysts at the bank, investor thinking around AI has shifted away from a once “magical vision of the future”…
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U.S. Close Mostly Higher After Supreme Court Strikes Down Trump’s Tariffs
After recovering from an initial move to the downside, stocks fluctuated over the course of the trading session on Friday but largely maintained a positive bias before eventually finishing the day mostly higher. The major averages all closed in positive territory, with the tech-heavy Nasdaq posting a notable gain. The Nasdaq advanced 203.34 points or…
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BofA’s Hartnett says markets may need “two exogenous shocks” to break higher
Bank of America strategist Michael Hartnett argues that equities could struggle to advance significantly from current elevated levels without the help of “two exogenous shocks.” In his latest Flow Show note, Hartnett suggested that a sustained rally in risk assets may hinge on a “regime change in Middle East to secure abundant future oil supply…
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Piper Sandler urges caution on S&P 500 dip buying
Piper Sandler is advising investors not to act hastily following the market’s recent rebound, cautioning that conditions remain delicate even after the bounce. Analyst Craig Johnson said market participants should remain measured and “don’t trip buying the dip,” emphasizing that confidence behind the latest upward move has been limited. According to Johnson, both the S&P…
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UBS forecasts S&P 500 at 7,700 by end-2026 amid supportive market environment
UBS remains constructive on U.S. equities, arguing that the overall environment continues to favor further gains and projecting the S&P 500 will climb to 7,700 by December 2026. The bank reiterated its Attractive stance on U.S. stocks, pointing to “good profit growth, supportive Fed policy, and the rollout of AI” as the main pillars underpinning…
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Amazon Seen as Overlooked GenAI Beneficiary, Says Morgan Stanley
Morgan Stanley has identified Amazon (NASDAQ:AMZN) as its Top Pick, arguing that both AWS and the company’s Retail division are under-recognized winners in generative AI. The firm believes Amazon is well placed not only to benefit from, but also to shape, the next phase of AI-led transformation. Although investors have been debating the payoff from…
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Morgan Stanley sees mixed signals in AI disruption narrative
Analysts at Morgan Stanley say the rapid rollout of new artificial intelligence models poses “structural risks” to equity markets, but they also point to several “contradictory elements” within the broader AI-driven disruption story. Shares across the global software sector have come under pressure in recent weeks, as investors react to the launch of advanced AI…