Megacap technology stocks will return to investor favor following a selloff that has dragged some of the sector’s biggest names to losses of more than 10% in recent weeks, Evercore ISI’s Julian Emanuel said.
Megacap technology stocks will return to investor favor following a selloff that has dragged some of the sector’s biggest names to losses of more than 10% in recent weeks, Evercore ISI’s Julian Emanuel said.
Stock investors are discounting the types of events that usually rattle Wall Street as fear of missing out on future gains grips the market on the eve of SpaceX’s trading debut, Evercore ISI’s Julian Emanuel said.
Stock investors are discounting the types of events that usually rattle Wall Street as fear of missing out on future gains grips the market on the eve of SpaceX’s trading debut, Evercore ISI’s Julian Emanuel said.
SpaceX signage at the Bank of America Tower in New York. Photographer: Michael Nagle/Bloomberg
JPMorgan Asset Management’s David Kelly predicted the Federal Reserve will decide that the latest inflation data aren’t worrisome enough to prompt policymakers to do anything other than stand pat on interest rates next week.
JPMorgan Asset Management’s David Kelly predicted the Federal Reserve will decide that the latest inflation data aren’t worrisome enough to prompt policymakers to do anything other than stand pat on interest rates next week.
The Marriner S. Eccles Federal Reserve building, left, in Washington, DC, US, on Tuesday, June 9, 2026. Senate Republican Leader John Thune urged President Donald Trump to nominate a permanent national intelligence director to expedite congressional renewal of US spy agencies’ broad electronic surveillance authority.
JPMorgan Asset Management’s David Kelly predicted the Federal Reserve will decide that the latest inflation data aren’t worrisome enough to prompt policymakers to do anything other than stand pat on interest rates next week.
JPMorgan Asset Management’s David Kelly predicted the Federal Reserve will decide that the latest inflation data aren’t worrisome enough to prompt policymakers to do anything other than stand pat on interest rates next week.
The Marriner S. Eccles Federal Reserve building, left, in Washington, DC, US, on Tuesday, June 9, 2026. Senate Republican Leader John Thune urged President Donald Trump to nominate a permanent national intelligence director to expedite congressional renewal of US spy agencies’ broad electronic surveillance authority.
US stocks have further to run as corporate earnings growth underpins sentiment despite some signals suggesting equities may have risen too far, JPMorgan Asset Management’s Jack Caffrey said.
US stocks have further to run as corporate earnings growth underpins sentiment despite some signals suggesting equities may have risen too far, JPMorgan Asset Management’s Jack Caffrey said.
Traders work on the floor of the New York Stock Exchange (NYSE) in New York. Photographer: Michael Nagle/Bloomberg
The bar for a Federal Reserve rate hike is falling as the job market remains robust in the face of stubborn price pressures, according to Collin Martin at the Schwab Center for Financial Research.
The bar for a Federal Reserve rate hike is falling as the job market remains robust in the face of stubborn price pressures, according to Collin Martin at the Schwab Center for Financial Research.
The Marriner S. Eccles Federal Reserve building in Washington.
The bar for a Federal Reserve rate hike is falling as the job market remains robust in the face of stubborn price pressures, according to Collin Martin at the Schwab Center for Financial Research.
The bar for a Federal Reserve rate hike is falling as the job market remains robust in the face of stubborn price pressures, according to Collin Martin at the Schwab Center for Financial Research.
The Marriner S. Eccles Federal Reserve building in Washington.
Nvidia Corp.’s profit margins are relatively safe through 2030 because hyperscalers have few alternatives for the chips powering data centers for artificial intelligence, DA Davidson’s head of technology research said.
Nvidia Corp.’s profit margins are relatively safe through 2030 because hyperscalers have few alternatives for the chips powering data centers for artificial intelligence, DA Davidson’s head of technology research said.
Nvidia Corp. branding on an information booth at the Computex 2026 expo in Taipei on June 3.
The Federal Reserve would probably discount the effects of the Iran war on prices if policymakers decide raising interest rates becomes necessary this year, according to Morgan Stanley’s global head of fixed income research.
The Federal Reserve would probably discount the effects of the Iran war on prices if policymakers decide raising interest rates becomes necessary this year, according to Morgan Stanley’s global head of fixed income research.
The Marriner S. Eccles Federal Reserve building in Washington.
Investment-grade debt sales will outpace net issuance of US Treasuries this year, Apollo Global Management Inc.’s President Jim Zelter said, as the Magnificent Seven tech companies and others seek massive amounts of funding to fuel their expansion.
Investment-grade debt sales will outpace net issuance of US Treasuries this year, Apollo Global Management Inc.’s President Jim Zelter said, as the Magnificent Seven tech companies and others seek massive amounts of funding to fuel their expansion.
Diesel stocks in the US risk reaching a critical threshold of 20 days of supply by August if commercial inventories keep declining at the recent pace amid the near-complete closure of the Strait of Hormuz, according to Goldman Sachs Group Inc.’s co-head of global commodities research.
Diesel stocks in the US risk reaching a critical threshold of 20 days of supply by August if commercial inventories keep declining at the recent pace amid the near-complete closure of the Strait of Hormuz, according to Goldman Sachs Group Inc.’s co-head of global commodities research.
The build-out for artificial intelligence will be inflationary in the early going, preventing new Federal Reserve Chair Kevin Warsh from cutting interest rates as quickly as he has suggested should be possible, according to Torsten Slok of Apollo Global Management Inc.
The build-out for artificial intelligence will be inflationary in the early going, preventing new Federal Reserve Chair Kevin Warsh from cutting interest rates as quickly as he has suggested should be possible, according to Torsten Slok of Apollo Global Management Inc.
The build-out for artificial intelligence will be inflationary in the early going, preventing new Federal Reserve Chair Kevin Warsh from cutting interest rates as quickly as he has suggested should be possible, according to Torsten Slok of Apollo Global Management Inc.
The build-out for artificial intelligence will be inflationary in the early going, preventing new Federal Reserve Chair Kevin Warsh from cutting interest rates as quickly as he has suggested should be possible, according to Torsten Slok of Apollo Global Management Inc.
Robust first-quarter corporate results, driven by technology megacaps, have provided fundamental support to the stock-market rally, dimming worries about elevated Treasury yields, according to HSBC Bank Plc’s Max Kettner.
Robust first-quarter corporate results, driven by technology megacaps, have provided fundamental support to the stock-market rally, dimming worries about elevated Treasury yields, according to HSBC Bank Plc’s Max Kettner.
Traders work on the floor of the New York Stock Exchange.
Several vessels transiting through the Strait of Hormuz have been attacked in recent days, underscoring the “very real” risks that remain for shipowners in the Persian Gulf whether or not a peace accord is signed, Chevron Corp. Chief Executive Officer Mike Wirth said.
Several vessels transiting through the Strait of Hormuz have been attacked in recent days, underscoring the “very real” risks that remain for shipowners in the Persian Gulf whether or not a peace accord is signed, Chevron Corp. Chief Executive Officer Mike Wirth said.
Veteran market strategist Ed Yardeni of Yardeni Research dismissed concerns that US stocks are in a bubble, arguing the rally is driven by “fabulous earnings momentum” rather than speculation.
Veteran market strategist Ed Yardeni of Yardeni Research dismissed concerns that US stocks are in a bubble, arguing the rally is driven by “fabulous earnings momentum” rather than speculation.
Former New York Federal Reserve President Bill Dudley warned the US central bank is in danger of losing credibility as an inflation fighter after a longstanding failure to reach its 2% goal.
Former New York Federal Reserve President Bill Dudley warned the US central bank is in danger of losing credibility as an inflation fighter after a longstanding failure to reach its 2% goal.
William Dudley, president and chief executive officer of the Federal Reserve Bank of New York, left, reacts as Andrew Bailey, chief executive officer of Financial Conduct Authority (FCA), right, looks on during the Bank of England's (BOE) Markets Forum at Bloomberg's European headquarters in London, U.K., on Thursday, May 24, 2018. Bank of England Governor Mark Carney said plans for improving the behavior of bankers and others in the U.K. finance industry are slowly making a difference. Photographer: Simon Dawson/Bloomberg
Veteran strategist Jeff Currie said the world is in the early stages of a commodity supercycle that may last another decade or more as the artificial intelligence buildout collides with chronic underinvestment in energy and materials capacity.
Veteran strategist Jeff Currie said the world is in the early stages of a commodity supercycle that may last another decade or more as the artificial intelligence buildout collides with chronic underinvestment in energy and materials capacity.
Veteran strategist Jeff Currie said the world is in the early stages of a commodity supercycle that may last another decade or more as the artificial intelligence buildout collides with chronic underinvestment in energy and materials capacity.
Veteran strategist Jeff Currie said the world is in the early stages of a commodity supercycle that may last another decade or more as the artificial intelligence buildout collides with chronic underinvestment in energy and materials capacity.
Bank of America’s commodities and derivatives research chief said his best-case oil-price scenario is Brent averaging $90 for the rest of the year, and the market may go even higher if the stalemate with Iran persists or heats up with fresh fighting.
Bank of America’s commodities and derivatives research chief said his best-case oil-price scenario is Brent averaging $90 for the rest of the year, and the market may go even higher if the stalemate with Iran persists or heats up with fresh fighting.
A pumpjack operates in the Permian Basin near Midland, Texas.
Anmelden
