The sectors that could win in the early days

The sectors that could win in the early days

Specific sectors of the market could be standout winners once President-elect Donald Trump returns to the White House on Monday, according to Alpine Macro. Those pockets include small caps, industrials, fossil energy, and aerospace and defense stocks, Dan Alamariu, the firm’s chief geopolitical strategist, wrote in a Thursday note. Specifically, he suggested investors go long…

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Amazon Web Services to Reportedly Supply IBM with Nvidia GPUs for AI in $475 Million Deal

Nvidia and Tech Giants Outpace Entire Russell 2000, Jefferies Predicts Small-Cap Rally by 2025

Nvidia (NVDA, Financials), Apple (AAPL, Financials), and Microsoft (MSFT, Financials) now boast individual valuations exceeding $3 trillion, a level of market dominance that collectively puts the top five companies in the S&P 500 nearly 4.4 times larger than the entire Russell 2000 Index, according to a recent analysis by Jefferies. Jefferies analysts see a robust…

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