US economic resilience over the last 15 years has been a tailwind for investors — but after a forecast-defying stretch of growth, it’s also creating a big blind spot in the market. The economy’s recent ability to avoid a recession could mean investors are caught off guard when a downturn does eventually materialize, financial pros…
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…
This is The Takeaway from today’s Morning Brief, which you can sign up to receive in your inbox every morning along with: Chip stocks are down 3% since the election. Meanwhile, the S&P 500 is up by about the same measure. Once the pillar of this two-year bull market, semiconductors have been a net drag…