Category: Latest News
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AI rally could still have plenty of room to run, says Evercore’s Emanuel
Evercore ISI believes the ongoing surge in artificial intelligence-linked equities may only be at the beginning, even as warnings of a bubble become more frequent. “Discussion of ‘Bubbles’ has officially entered the market dialogue,” the firm noted in a recent strategy report. A quick survey of its clients revealed that 67% think a bubble is…
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Barclays Says U.S. Investors Should “Return to Fundamentals” Amid Market Uncertainty
Analysts at Barclays argue that a renewed focus on “fundamentals” is crucial for navigating today’s U.S. equity markets, which face broader economic headwinds and elevated geopolitical risks. In a note, the bank suggested it “may be time” for investors to “get back to the basics,” concentrating on corporate financial statements and identifying companies well-positioned to…
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U.S. Stocks Move Mostly Higher Following Inflation Data
After turning in a lackluster performance early in the session, stocks moved mostly higher over the course of the trading day on Friday. The major averages all moved to the upside, with the tech-heavy Nasdaq rejoining the Dow and the S&P 500 in positive territory after spending some time below the unchanged line. The major…
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JPMorgan Flags Global Growth Slowdown as Potential Drag on Equity Returns
JPMorgan strategists cautioned Monday that slowing global economic growth could weigh on equity market returns, despite record levels of corporate buybacks so far this year. U.S. companies have announced nearly $1 trillion in buybacks, supported by robust earnings and healthy credit conditions. “If labour markets were to weaken more meaningfully, and consequently if corporate confidence…
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AI Security Stocks Set to Surge as Threat Landscape Evolves: Morgan Stanley
The AI security sector is on track for rapid expansion, with analysts from Morgan Stanley forecasting the market could reach $45 billion in the near future. This growth comes as artificial intelligence simultaneously creates new vulnerabilities and new ways to safeguard systems. Companies are focusing investments on two main fronts: AI for Security, which leverages…
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RBC Capital Markets Lists U.S. Bancorp as Top U.S. Bank; Wells Fargo, AmEx Follow
RBC Capital Markets has published its latest rankings of leading U.S. banking stocks, highlighting institutions with strong financial performance, strategic positioning, and growth potential in today’s economic climate. Topping the list is U.S. Bancorp (NYSE:USB), which analysts say is at an “inflection point,” where previous challenges are beginning to turn into opportunities. With a market…
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Investors Exit Large Caps, Turn to Small Caps After Fed Rate Cut, Says BofA
Bank of America Securities reported that investors shifted their focus last week, pulling money out of large-cap stocks and redirecting funds toward small caps in the wake of the Federal Reserve’s rate cut. It was the biggest withdrawal from large caps in over two years, while small caps recorded inflows in three of the last…
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U.S. Stock Market Rally Surpasses Wall Street Expectations
The S&P 500 has experienced a strong rally so far this year, surpassing the year-end projections set by many sell-side strategists, according to Bloomberg. Analysts’ estimates for the index have consistently fallen short of its actual performance, with the S&P now trading nearly 3% above the average year-end forecast of 6,486. Bloomberg noted that such…
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Tesla Q3 Deliveries Could Surpass Wall Street Estimates, UBS Predicts
Tesla (NASDAQ:TSLA) may report third-quarter deliveries that exceed Wall Street expectations, UBS analysts say. In a note to clients, the bank raised its forecast to roughly 475,000 vehicles, describing it as “~8% above Visible Alpha consensus,” while noting it is “more inline with buyside expectations in the 470–475k range.” This represents an upward revision from…
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Stronger U.S. fiscal position could drive long-term Treasury yields lower, Barclays says
Barclays analysts argue that the U.S. fiscal outlook has “materially improved,” helped by higher tariff revenues and the beginning of the Federal Reserve’s easing cycle—factors that could support a decline in long-dated Treasury yields. In a research note, the bank said concerns over the bond market sparked by President Donald Trump’s flagship budget bill earlier…