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US equities

  • Tuesday, 9 July, 2024
    Markets InsightEdward Yardeni
    Why Trump 2.0 might be good for investors

    Repeat of positive market outcome from former president’s first term is certainly possible

    Donald Trump gestures as he disembarks from his plane at Atlanta airport in June
  • Tuesday, 9 July, 2024
    Unhedged
    Value stocks in a growth stock world Premium content

    Where to hide when the AI bubble pops

    A close-up of an image of Benjamin Franklin on a $100 bill
  • Monday, 8 July, 2024
    Terry Smith
    Terry Smith defends move to shun US technology stock Nvidia

    Investor’s fund pays price for scepticism that chipmaker can continue growing at rapid pace

    Terry Smith
  • Sunday, 7 July, 2024
    Wall Street’s upbeat earnings expectations set high bar for US companies

    Analysts expect an uptick in profits from corporate America will make up for tech sector slowdown

    A montage of New York Stock Exchange and a chart
  • Saturday, 6 July, 2024
    On Wall StreetJennifer Hughes
    Smaller US companies are starved of investor attention

    The Russell 2000 index struggles as megacaps dominate

  • Thursday, 4 July, 2024
    Katie Martin
    AI glitter is flattering markets

    The story of stocks this year is unambiguously sparkly but the mood is fragile

    NVIDIA’s founder and CEO Jensen Huang speaks during the annual Nvidia GTC Artificial Intelligence Conference at SAP Center in San Jose, California, on March
  • Wednesday, 3 July, 2024
    Amazon.com
    Jeff Bezos to offload $5bn of Amazon stock

    Tech giant’s biggest shareholder set to take his sale of shares to more than $13bn this year but still holds 9% stake

    Jeff Bezos
  • Wednesday, 3 July, 2024
    JPMorgan Chase & Co
    Kolanovic to leave JPMorgan after series of mistimed stock market calls

    Top analyst leaves US bank after bearish forecasts on S&P 500

    JPMorgan signage on the floor of the New York Stock Exchange
  • Wednesday, 3 July, 2024
    UnhedgedRobert Armstrong
    The triumph of big boring stocks Premium content

    And what mattered in the first half

    The New York skyline and a background of US dollars
  • Wednesday, 3 July, 2024
    Markets InsightRichard Bernstein
    The risk of a replay of the lost decade in US stocks

    The misallocation of capital in the economy will fuel inflation

    The Marriner S. Eccles Federal Reserve building in Washington
  • Tuesday, 2 July, 2024
    UnhedgedRobert Armstrong
    The Trump trade Premium content

    Investing after the Biden meltdown

    Joe Biden and Donald Trump
  • Saturday, 29 June, 2024
    European equities
    Dash for last orders on stock markets stirs concentration fears

    Regulators on watch as exchange closing auctions suck up daily share trading volumes

    Trading data on a digital board at the Euronext stock exchange in Paris, France
  • Friday, 28 June, 2024
    Five stocks power US markets to 14% gain for first half of 2024

    Some investors are nervous that much of the rally has been driven by a few ‘megacap’ tech companies

    A woman walks down Wall Street pushing a pram and walking a dog
  • Friday, 28 June, 2024
    Wall Street’s last remaining bears struggle to convince optimistic clients

    The few analysts still warning about US market downturn say investors have embraced ‘fanatical thinking’

    A street sign for Wall Street is seen outside the New York Stock Exchange, New York
  • Wednesday, 26 June, 2024
    Interactive Brokers Group
    NYSE trading glitch costs Interactive Brokers $48mn

    Retail broker covers customers’ Berkshire Hathaway trades after exchange rebuffs compensation claim

    Traders on floor of NYSE
  • Monday, 24 June, 2024
    Nvidia
    Nvidia share slide erases more than $550bn in market value

    Chipmaker’s shares have fallen 16% since Thursday, ending brief stint as world’s most valuable company last week

    A person walks pass a Nvidia logo at Computex in Taipei, Taiwan
  • Wednesday, 19 June, 2024
    Most stocks hyped as winners from AI boom have fallen this year

    Artificial intelligence frenzy has powered Nvidia to peak of US equity market but elsewhere investors become more selective

    Jensen Huang, co-founder and chief executive of Nvidia, speaking in Las Vegas this week as his company became the world’s largest by market value
  • Saturday, 15 June, 2024
    Jennifer Hughes
    Why GameStop’s meme mania isn’t catching on  

    Impact of RoaringKitty’s return to the investing fray is more limited than the 2021 frenzy

    Keith Gill aka RoaringKitty on a YouTube livestream
  • Friday, 14 June, 2024
    Exchange traded funds
    AXS files to launch weekly, monthly and quarterly leveraged ETFs

    The funds would offer a solution for investors who risk losing out if they hold existing leveraged funds for more than a day

    Close-up of a line chart
  • Thursday, 13 June, 2024
    Exchange traded funds
    Leverage Shares files to launch single-stock ETFs in US

    European specialist is planning seven 2x funds and six inverse funds focused on companies such as Apple and Meta

    A shopper walks past an Apple Store
  • Wednesday, 12 June, 2024
    UnhedgedRobert Armstrong
    American exceptionalism revisited Premium content

    And 0DTEs

    A montage of a trader at the New York Stock Exchange
  • Friday, 7 June, 2024
    The Long ViewKatie Martin
    Nvidia juggernaut upends markets

    In an era of stickier inflation, perceptions of the relative risk of different assets are changing

    Christine Lagarde addresses the press conference in Frankfurt on Thursday
  • Thursday, 6 June, 2024
    Nvidia
    Nvidia overtakes Apple as its market capitalisation surpasses $3tn

    Chipmaker rides AI-fuelled rally that has contributed to broader S&P 500 gains

    A person walks past an Nvidia logo at Computex in Taipei, Taiwan
  • Thursday, 6 June, 2024
    TXSE Group
    Texan stock exchange start-up draws sceptical industry response

    BlackRock and Citadel Securities have backed a bourse hoping to challenge Nasdaq and NYSE for listings

    Exterior view of the New York Stock Exchange, with people walking past the building
  • Thursday, 6 June, 2024
    UnhedgedRobert Armstrong
    Higher margins are a mixed blessing Premium content

    And volatility is suppressed

    Person looks at a computer screen
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