Earnings are strong. The US economy is holding steady. Fed rate cuts are coming. Nothing looks like it could go wrong in the stock market now. That, at least, is what investors seem to think, with major indexes breaking fresh records this week as traders took in tame inflation data and grew more confident in…
Is it time for investors to start looking to opportunity smaller, under-the-radar stocks? That’s a question that many investors have been considering lately as the market’s biggest stocks drive indexes to records. As markets enter September, historically the worst month of the year for stocks, investors have begun the search for new strategies in an…
The stock market has a key hurdle it needs to clear this week. While investors have mostly shrugged off bad news in the US job market, equities are about to be tested by coming consumer inflation data, according to Dubravko Lakos-Bujas, the global head of market strategy at JPMorgan. Should inflation figures come in hotter-than-expected…
NEW YORK — Wall Street inched to more records on Wednesday following a surprisingly encouraging report on inflation and a stunning forecast for growth from Oracle because of the artificial intelligence boom. The Standard & Poor’s 500 rose 0.3% and set an all-time high for a second straight day. The Dow Jones industrial average dropped 220 points,…
Is the stock market ready to keep climbing, or is a stumble ahead? After powering through the final stretch of summer, equities are sitting near record highs. But as we head deeper into September, a month that has historically been tough on investors, the question is whether now is the time to hit pause. Take…
China tech AI chipmaker had flagged risks of overpriced shares A cooling market rally erased about 80 million yuan from Cambricon’s market capitalization. (Source phots by Getty Images and screenshot from Cambricon’s website) © Getty Images LORRETTA CHEN September 5, 2025 14:36 JST HONG KONG — Shares in Cambricon Technologies, China’s answer to Nvidia, have dropped…
With a volatile first half of the year in the books for markets, analysts from the BlackRock Investment Institute (BII) are finally taking some time to breathe and take stock of some lessons learned. The firm cited uncertainty around President Donald Trump’s tariff policies as a primary driver of price swings in the first half…
本港零售連升3個月，政府統計處公布，7月零售額臨時估計297億元，按年升1.8%，惟遜於市場預期的2.5%。 打風礙購物 7月仍錄增長 零售管理協會表示，7月颱風暴雨影響零售市道，但零售額仍錄得正增長是好事，反映回復平穩的狀態，並指高達八成零售會員認為，9月生意無升跌或錄增長，預期今年剩下時間零售額不會出現較大跌幅，個別月份持平或微升，因去年同期基數低及盛事活動帶動人流。 7月零售銷貨量按年上升1%，亦遜於市場預期漲2.3%；不過，網上零售額臨時估計為26億元，按年大升13.2%。今年首7個月，零售額按年下跌2.6%，銷貨量則少4%，網上零售額則逆市漲2.1%。 按類別劃分，月內零售額升幅最大是書報、文具及禮品，按年升20.5%；其次是中藥升19.6%；與旅遊相關類別的珠寶首飾、鐘錶及名貴禮物，以及藥物與化妝品零售額，則分別漲9.4%及2.6%。 另一方面，與本土消費較為相關的項目，其銷售亦繼續下滑，例如麵包、糕餅、糖果及餅乾就大跌15.5%；汽車及汽車零件，以及家具及固定裝置則分別減少12.4%及9.4%。 港府指盛事將帶旺消費 政府發言人表示，7月零售業表現繼續靠穩，零售額升幅較6 Source link
The next few weeks will give Wall Street a clear reading on whether this latest stock market rally will continue — or if it’s doomed to get derailed. Jobs reports, a key inflation reading and the Federal Reserve’s interest rate decision all hit over the next 14 trading sessions, setting the tone for investors as…
By at least one measure, the US stock market is more concentrated in its biggest names than it’s ever been. The top 10 stocks in the S&P 500 now make up about 40% of the benchmark index, an all-time high, according to Morningstar data. Morningstar High concentration in any portfolio can be risky because, while…