VanEck Semiconductor ETF nears key $510â$520 support as bearish options positioning and negative gamma raise downside risk. Click for more on the sector.
Google, Microsoft, Meta, Amazon and Apple are on track to spend about $700 bln this year, against roughly $410 bln last year. Wall Street seems worried about the spending and the borrowing.
Markets were relatively unchanged at the index level last week, but beneath the surface there was rotation. Read more here...
Last weekâs developments in the U.S.-Iran conflict point to a more significant escalation risk.
US earnings remain exceptionally strong. But the focus should also be on AI profit durability, not just another round of earnings beats. Read more here...
Bears continued to warn about speculative excesses, overvalued markets, persistent inflation, and geopolitical uncertainty. But the broader market data has painted a more balanced picture.
The PEG ratio is more bullish than it's been in 30 years. Yet, retail investors are selling. If growth is improving and valuations are attractive, why aren't investors buying?
Total orders for durable goods received by manufacturers in the US, including aircraft and defense, ticked up by 0.3% seasonally adjusted in June from May.
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