Since January 2025, the S&P 500 has risen over 22%, largely fueled by a surge in semiconductor stocks tied to AI spending. Five companies—Nvidia, Micron, Broadcom, AMD, and Intel—account for 51.6% of the index's gains, highlighting a narrow market rally. This concentration suggests the broader market is weaker than it appears, with risks if these key stocks falter. While strong AI demand and pro-business policies support the rally, investors should watch market breadth closely, as healthy bull markets typically need wider participation.
The US economy is showing robust growth with the S&P 500 earnings up 27.7% in Q1, driven by tech sector gains like 50% earnings growth in IT and nearly 49% in communication services. This strength dispels recession fears and bubble concerns, as valua...
SaintQuant has introduced a no-code AI-powered trading platform that allows retail investors to use institutional-level quantitative AI trading strategies without technical expertise. This launch aligns with Goldman Sachs' view that AI is now a defen...
The Themes Generative Artificial Intelligence ETF (WISE), which holds a mix of AI-related stocks including hardware giants and startups, has underperformed Nvidia significantly in 2026. Nvidia and AMD, key players in AI infrastructure, are driving mo...
Despite strong stock market gains and headline job growth, the U.S. labor market shows signs of weakening quality with full-time employment dropping to 82.6%, the lowest since the pandemic recovery. Part-time jobs are rising, and more workers are inv...
Software stocks are showing signs of recovery with the iShares Expanded Tech-Software Sector ETF (IGV) climbing over 1% and reaching its highest level since January, following a 20% rise from April lows. This bullish momentum is supported by options ...
