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Apple (NASDAQ:AAPL)’s Services segment remains a key driver of growth, reaching a record $25 billion in revenue with a 12% year-over-year rise, highlighting the success of its diversification...
Tariffs and taxes dominated the macro narrative to kick off the second half. President Trump’s July 9 initial reciprocal tariff deadline came and went, with little stock market volatility and a...
Meta may raise AI spending above $72B to match rivals and scale data centers. Stock correction continues, with key support between $680 and $695 under close watch. Strong fundamentals, but earnings...
As we enter peak earnings season for the second quarter, S&P 500 EPS growth continues to improve, now at 6.4% YoY Key tech players from the Magnificent 7 release results this week – Meta and...
Typically, in Monday’s Commentaries, we share a few paragraphs titled “The Week Ahead’ in a lower section. This week, the amount and importance of the data could have a meaningful impact on markets...
The S&P 500 closed the week at 6,388.64, notching another fresh record high and extending one of the longest weekly winning streaks in the past three years. This persistent rally has been fueled...
In July 2007, just before the financial crisis erupted, Citigroup) CEO Chuck Prince summed up Wall Street’s dangerous exuberance: “When the music stops, in terms of liquidity, things will be...
On May 6, 2010, the US stock markets dropped nearly 10% within minutes. What would be called a “flash crash” wasn’t caused by news, economic data, or a Fed policy decision. According to the U.S....
The global race for AI supremacy is reshaping Big Tech’s investment landscape, with capital expenditure (Capex) emerging as the defining metric of ambition and market leadership. Unlike past cycles...
The titans of tech—Tesla, Alphabet, Microsoft, Meta Platforms, Amazon and Apple—prepare to report quarterly results. AI-driven momentum is powering most of the group—except for Tesla and Apple,...
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