Apollo Global Managements chefsekonom Torsten Sløk varnar för tre makroekonomiska risker: fortsatt energiturbulens i Mellanöstern, svag avkastning på AI-investeringar och stigande inflation. Han ser e…
Asset managers VanEck and Michael Saylor predict Bitcoin could reach $52 million by 2050 and $49 million by 2045 respectively, driven by Bitcoin's fixed supply and the depreciation of fiat currencies.…
US stocks fell sharply as a sell-off in technology giants sparked concerns that the artificial intelligence rally driving the bull market may be overblown. The S&P 500 dropped 1.4%, the Nasdaq composi…
Defensive stocks rose in the US on Tuesday as markets retreated from tech and AI, with the Nasdaq recovering from a 2.4% low to a 1.4% decline, while the Dow Jones turned positive. Conagra Brands, Gen…
US stock markets fell sharply on Tuesday, with the Nasdaq dropping 2%, as AI-linked companies like Nvidia and Caterpillar led declines ahead of Micron's earnings report. Analysts described the sell-of…
The S&P 500 is up 9.8% year-to-date, but many other asset classes are outperforming it, including small caps (+21.7%), value stocks (+15.1%), and emerging markets (+30.8%). This broad market strength …
Tech stocks collapsed on Tuesday, with S&P 500 and Nasdaq 100 futures sliding 1.6% and 2.8%, respectively, wiping out over $1 trillion in market value. SpaceX shares fell for four consecutive days aft…
S&P Dow Jones Indices announced on June 5 that Marvell Technology will replace Campbell's in the S&P 500, effective June 22, as part of a quarterly rebalance that also adds Flex Ltd. and removes Pool …
A developer argues that timeless investing principles remain vital in 2026, despite AI-driven market shifts and concentration in the 'Magnificent 7.' The post highlights that 79% of active large-cap f…
Americans express unease over SpaceX's influence on retirement savings after Elon Musk became the world's first trillionaire following SpaceX's IPO. Many respondents to a Guardian survey fear their 40…
Global stock markets are surging on AI-driven profits and optimism about US tech giants, but warning signs from the World Bank and economists about slowing GDP growth, high debt levels, and hawkish mo…
NYU Stern professor Aswath Damodaran warned that fast-tracking SpaceX, OpenAI, and Anthropic into the S&P 500 overlooks their financial losses and founder-controlled governance, posing risks for passi…
Nvidia stock has trailed the S&P 500 for much of 2026, and a Seeking Alpha analysis argues three factors may extend the underperformance: hyperscaler custom chip programs, AI spending sustainability c…
New York Stock Exchange surged ahead of the long weekend, with the Nasdaq rising 1.9%, S&P 500 up 1.1%, and Dow Jones gaining 0.1%. The rally was driven by AI-related news, falling oil prices, and a r…
Allianz GI chief executive Tobias Pross warned investors against over-reliance on public AI chatbots like Claude for portfolio management, arguing it leads to identical outcomes akin to passive invest…
US stock index futures rose on Monday as semiconductor stocks extended their rally, with Nvidia, AMD, and Broadcom leading gains. Dow futures gained 0.2%, S&P 500 futures rose 0.4%, and Nasdaq 100 fut…
CEO pay in the S&P 500 and Russell 3000 reached record highs in fiscal year 2025, with median S&P 500 CEO compensation rising 21% over five years to $17.5 million. Investors are intensifying scrutiny …
A DragonGC analysis of 406 S&P 500 proxy filings from 2026 found that 33.5% mentioned tariffs, with 15.3% explicitly linking tariff developments to executive pay decisions. Tariff-related disclosures …
Federal Reserve Chair Kevin Warsh signaled a hawkish stance at his first press conference, emphasizing a strong commitment to the 2% inflation target and dismissing dovish expectations. Markets reacte…
Stocks fell after the Federal Reserve's first policy meeting under new Chair Kevin Warsh, as a hawkish dot plot signaled a potential rate hike this year. The S&P 500, Nasdaq 100, and all Magnificent 7…