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Is there still value in Nasdaq stocks?
Technology has been the driving force behind market gains in 2025, but soaring valuations are prompting investors to question how much upside remains. The latest Sevens Report points to “massive demand for semiconductors and AI infrastructure combined with the promise of AI-driven leaps in profitability” as the main reason tech has led the S&P 500’s…
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Amazon strengthens grip on U.S. e-commerce, JPMorgan says
Amazon (NASDAQ:AMZN) continued to expand its share of the U.S. e-commerce market in Q2, driven by strong retail growth and logistical advantages, according to JPMorgan. In a recent update to its U.S. e-commerce model, the bank noted that online retail sales grew 5.3% year-over-year in Q2, largely in line with the 5.6% growth recorded in…
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Morgan Stanley: Why the stock market is shrugging off policy risks
Despite recent signs of a slowing economy, the S&P 500 has shown notable resilience, according to Morgan Stanley analysts, who attribute this strength to the sector-specific effects of policy decisions. “The economy and markets have been telling diverging stories: macroeconomic data point to an incrementally weakening environment, while the S&P 500 has posted positive YTD…
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Can Aerospace Stocks Keep Leading the Market? Bernstein Weighs In
Aerospace shares have posted solid gains so far this year, but a recent report from Bernstein suggests that while the sector’s fundamentals remain strong, the rate of earnings upgrades may decelerate. The research firm highlighted the aftermarket segment as a major contributor to 2025 performance, noting that second-quarter sales growth averaged over 20%. Demand for…
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JPMorgan Strategists Stick to Bullish View on Global Equities
JPMorgan’s team of quantitative strategists reiterated their optimistic stance on stocks, pointing to loose financial conditions, a rebound in foreign investment in U.S. markets, and valuation models suggesting current levels are broadly aligned with fundamentals. In a Wednesday note, strategists led by Nikolaos Panigirtzoglou highlighted that while macro hedge funds remain wary, equity long/short managers…
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Positive Reaction To Powell Speech Sparks Rally On Wall Street
After trending lower over the past several sessions, stocks showed a substantial move back to the upside during trading on Friday. The major averages all moved sharply higher on the day, with the Dow reaching a new record closing high. The major averages ended the day well off their best levels but still posted strong…
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Jerome Powell to Deliver Economic Outlook Speech at 2025 Jackson Hole Symposium
Federal Reserve Chair Jerome Powell is scheduled deliver remarks on the “Economic Outlook and Framework Review” at the 2025 Jackson Hole Economic Policy Symposium at 10 am ET.
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Dow Jones S&P 500 and Nasdaq Futures Rebound as Wall Street Awaits Powell Speech at Jackson Hole
Dow Jones, S&P 500 and Nasdaq futures are currently pointing to a higher open on Friday, with stocks likely to regain ground after trending lower over the past several sessions. Traders may look to pick up stocks at somewhat reduced levels following the recent weakness, which has seen the S&P 500 close lower for five…
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U.S. Companies Report Strongest Earnings Surprise Since Q1 2022
American firms posted their most significant earnings beats in over three years during the second quarter, Jefferies reported, with smaller companies poised to outpace their larger counterparts in the upcoming reporting season. Jefferies highlighted that “the difference between actual & consensus earnings growth is 12.3%, the widest spread since 1Q’22.” The firm noted that more…
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Goldman Sachs: Sluggish U.S. Job Growth Bolsters Outlook for Fed Rate Cuts
Goldman Sachs analysts believe that the recent slowdown in U.S. job creation, along with the risk of further downward revisions to employment figures, has likely already nudged the Federal Reserve toward resuming interest rate cuts. In a research note, the bank argued that the labor market will likely appear “mediocre” in the months ahead due…