ADVFN US – Market Content Editor

Donald Trump’s potential return to the White House has sparked renewed debate about whether the U.S. can steer clear of another Cold War with China and Russia. While some experts dismiss this comparison, BCA Research believes the analogy still holds value, albeit imperfectly. “The ‘Cold War’ analogy for U.S.-China rivalry is not perfect, but should…

Economists have warned that U.S. President Donald Trump’s aggressive tariffs could raise inflation and slow economic growth. Yet, recent data suggests the American economy remains resilient. Retail sales outperformed expectations on Thursday, weekly jobless claims were lower than forecasted, and inflation in June stayed broadly on target—although tariffs have pushed prices higher for some goods.…

HSBC analysts caution that Apple’s (NASDAQ:AAPL) current AI efforts have yet to significantly accelerate iPhone upgrade rates, which still represent roughly half of the company’s revenue. Early hopes that AI integration would speed up device replacement cycles have not come to fruition, according to the bank. Apple launched its AI platform in June 2024, with…

After a strong rally in smaller company shares, hedge funds are intensifying their short-selling activity, signaling growing uncertainty about the U.S. economy’s ability to withstand ongoing global trade tensions. Data from Goldman Sachs’ trading desk reveals that in July, short interest on the Russell 2000 Index climbed to $16 billion—levels not seen since 2021. At…

Heading into the second-quarter earnings season, U.S. internet stocks have experienced a strong rally, supported by slight improvements in gross merchandise volume (GMV) growth and favorable currency shifts, Bernstein reports. However, the future remains uncertain. “Internet stocks have rebounded sharply along with the broader market,” Bernstein noted, adding that “the group feels more own-able into…

U.S. Inflation Rises as Strong Earnings Lift Markets United States Stocks Hit New Highs on Earnings StrengthU.S. equities rallied, with the S&P 500 and Nasdaq Composite reaching fresh record highs, supported by strong corporate earnings and generally positive economic data. The small-cap Russell 2000 also posted gains, while the Dow Jones Industrial Average and S&P…

U.S. stocks finished mixed Friday, with the S&P 500 closing virtually unchanged, as renewed fears of a trade war with Europe weighed on sentiment. Despite the flat finish, the index still posted a weekly gain. At the closing bell, the Dow Jones Industrial Average slipped 142 points, or 0.3%, the S&P 500 was nearly unchanged,…

Netflix (NASDAQ:NFLX) shares declined more than 4% in early Friday trading in the U.S., despite reporting solid second-quarter earnings and lifting its full-year revenue guidance. The results, however, fell short of the higher expectations set by some analysts. The company benefited from the success of the final season of its blockbuster series Squid Game, along…

Humana Inc. (NYSE:HUM) saw its share price drop to a 52-week low of $212.33, reflecting a steep 42.3% decline over the past year. Despite the pullback, the company’s price-to-earnings ratio of 15.75 suggests the stock may offer an attractive valuation opportunity for investors. The healthcare provider has faced several market headwinds contributing to the sharp…