If you’ve been building up a big cash reserve over the last few years, you’re not alone. You’re also probably not alone in wishing you’d had the money in stocks. Cash has generated meaningful yields since 2022 after the Federal Reserve went on a rate-hike spree, drawing record amounts into money market funds. The total…
Stock-market bulls convinced of the power of AI to transform the economy often shrug off comparisons to the dot-com bubble a quarter century ago. The real profits are already showing up, unlike in the early days of the internet boom — so it is different this time, the thinking goes. But Bank of America strategist Michael…
The stock market’s hot streak might soon come to an abrupt end, Goldman Sachs said. In a note to clients, the bank said that its equity asymmetry framework — one of its gauges that assesses stocks based on the market environment and the latest economic data — was sending a signal that the risk for…
It’s one of the biggest mysteries in markets right now: Is the AI trade driving a stock-market bubble? While earnings remain impressively strong, the potential warning signs of a bubble are there. The S&P 500 is sitting near all-time highs after a 28% rally since early April and 57% gains since ChatGPT was announced in…
The stock market flashed a key technical signal that suggests a pullback from all-time highs is on the way. That’s according to Jonathan Krinsky, the managing director and chief market technician at BTIG, who thinks the S&P 500 is bound for a 5% pullback soon. The benchmark index just broke through a technical resistance level…
After a weak few months of job growth, investors are banking on rate cuts from the Federal Reserve at their September meeting, and history shows cuts could be like rocket fuel for stocks in the months that follow. LPL Financial recently conducted an analysis of how stocks have performed from the first rate cut in…
2025-07-28T15:35:37Z Share Facebook Email X LinkedIn Reddit Bluesky WhatsApp Copy link lighning bolt icon An icon in the shape of a lightning bolt. Impact Link Save Saved Read in app This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? Log in. Morgan Stanley says that…
Investors are optimistic as earnings season kicks off — a little too optimistic, according to Julian Emanuel, Evercore ISI’s chief equity strategist. The S&P 500 notched another fresh record high on Monday, and sentiment is skyrocketing as Wall Street banks raise their year-end S&P 500 targets. However, stocks don’t just go up: “Every structural bull…
Bill Smead doesn’t know how long the current stock-market rally can continue, but the veteran investor does think it’s in a particularly vulnerable spot. In his Q2 letter to investors on July 15, Smead — whose Smead Value Fund (SMVLX) has beaten 96% of peers over the last 15 years, Morningstar data shows — shared…
NEW YORK — A modest pullback for U.S. stocks Friday eased the market from all-time highs and left major stock indexes on Wall Street in the red for the week. The Standard & Poor’s 500 index closed 0.3% lower a day after setting a record high. The benchmark index’s loss for the week followed two straight weekly…