Stock Market Analysis & Comment

A little-known AI research lab from China, DeepSeek, has unsettled Silicon Valley. It released AI models that outperform American counterparts despite using lower costs and less advanced hardware....

Microsoft's earnings could reveal if its AI investments can sustain dominance amid rising competition. Azure's performance and AI costs may drive—or risk—near-term stock momentum. Microsoft...

And just like that, the formerly high-flying US tech sector is on the defensive. If you blinked, you missed it. Anxiety about the competitive threat from Chinese artificial intelligence lab DeepSeek...

On Monday, markets were rocked by news that a Chinese Artificial Intelligence model, DeepSeek, performed better than expected at a lower development cost. As we noted yesterday: “The 3% panic...

Boeing's (NYSE:BA) projected Q4 2024 loss of $5.46 per share reflects significant challenges the company is facing, particularly considering the analysts' expectations of a loss of $1.84 per share....

Yesterday's market action turned ugly as tech declines stalled broader rallies but failed to derail them entirely. Surprisingly, the Dow Jones Industrial Average bucked the trend, defying...

Overseas investors have never been more bullish on U.S. equities than they are today. “Over the past three months, foreigners purchased US equities at a record pace of $76.5B,” reports Yardeni...

• Fed FOMC Meeting, PCE inflation data, ‘Big Tech’ earnings will be in focus this week. • Meta’s aggressive push into AI, coupled with strong revenue and earnings growth, makes it an appealing stock...

The S&P 500 extends its rally, breaking key levels as optimism pushes the index higher. Momentum remains strong, with 6,200 points as the next potential target. On the flip side, watch support...

It was another light day of trading volumes. When we look at the S&P 500 futures, there was less volume yesterday than yesterday, with just under 1.1 million contracts traded. This marks roughly...

Johnson & Johnson faces investor concerns due to weaker revenue forecasts and ongoing legal challenges. Procter & Gamble's stable guidance and growth projections have bolstered investor...

The big banks brought their A-game in Q4. Earnings reports from the likes of JPMorgan Chase (NYSE:JPM), Wells Fargo (NYSE:WFC), Goldman Sachs (NYSE:GS), Citigroup (NYSE:C), Bank of America...

AI-driven optimism continues to fuel gains in tech-heavy indices despite lingering trade uncertainties. Traders remain focused on key earnings and Trump’s policy announcements, with the Nasdaq...

Trump's tariff threats against China could just be a negotiating strategy. A China-US trade deal could trigger a powerful rebound in Chinese stocks. What are the best US-listed Chinese stocks to buy...