Insights

Everybody loves semiconductor stocks right now. AI is booming, Nvidia's flying, and FOMO is everywhere.

The Bahnsen Group Managing Partner and CIO David Bahnsen discusses market performance on 'Maria Bartiromo's Wall Street.' #fox #media #breakingnews #us #usa #new #news #breaking #foxnews #mariabartiromoswallstreet #markets #market #stocks #stockmarket #earnings #business #economy #finance #investing #wallstreet #davidbahnsen #bahnsen #performance

Yardeni Research president Ed Yardeni explains how earnings momentum is driving a sustainable market rally on ‘Making Money.'

The S&P 500 and the Dow have also clocked months-long winning streaks.

The Small Business Administration has finally made official its crackdown on small business investors, and it's not as sweeping as some involved with SBA-guaranteed loans had feared.

Moody's Analytics Chief Economist Mark Zandi says the war with Iran needs to end immediately or recession will become more likely than not. He says another jump in oil and gasoline prices could cause consumers to “pack it in,” pushing a fragile economy into contraction.

While headlines are focusing on geopolitical conflict and mixed macroeconomic data, the S&P 500 has powered to new highs, on the back of exceptional earnings, in our view. Looking at the chart below, we see that earnings expectations have not just remained resilient in the face of economic headwinds, they have actually accelerated this year.

The U.S. and Mexico trade negotiators ​on Friday concluded their first ‌bilateral negotiating round to revise the U.S.-Mexico-Canada Agreement on trade, discussing automotive ​rules of origin, steel ​and aluminum trade and economic ⁠security, the U.S. Trade ​Representative's office said.

Jeff Bezos was gaining ground on Elon Musk's SpaceX and Starlink. Thursday's rocket explosion on a launchpad creates a major setback.

US stocks closed at record highs on Friday, capping a strong month for Wall Street as technology shares rallied on renewed optimism surrounding artificial intelligence and easing concerns over geopolitical tensions in the Middle East. The Nasdaq Composite rose 0.2% to close at 26,972.62, while the S&P 500 gained 0.22% to finish at 7,580.06.

President Trump's top Wall Street cop moved Friday to kill a sweeping Biden-era climate rule that would force US firms to report on global warming risks and their own greenhouse gas emissions.

Plus, Dell soars and workers get less of the pie.

Long-term yields remain elevated as investors bet that higher oil prices could keep the Fed on the sidelines

Tech led May's rally, with the S&P 500 ETF up 5% and Nasdaq 100 ETF surging over 10%, driven by hardware and memory names. Legacy tech outperformed, but gains broadened to SMID caps and international equities, notably South Korea and Taiwan, highlighting AI's global reach.

The Fed goes silent for more than three months every year. Trading volumes typically decline, and many investors “sell in May and go away”.

Stocks are entering a limbo period—the gap between the end of one earnings season and the beginning of the next. They'll need other catalysts to keep rising.

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: JPMorgan Asset Management Core Plus Bond ETF Portfolio Manager Priya Misra, Columbia Threadneedle Investments Global Head, Fixed Income Gene Tannuzzo, Barclays Head of US Credit Strategy Dominique Toublan, and Payden & Rygel Head of Investment Grade Corporates Natalie Trevithick.

The U.S. economy may be more fragile than a raging bull market suggests.

I maintain an 8,500 S&P 500 year-end target, but caution that mega-IPOs like SpaceX and OpenAI could temporarily disrupt the momentum in tech. SpaceX files its S-1 targeting up to $75 billion at a $1.75–$2 trillion valuation.

AI is turning out to be more expensive than enterprises expected, and CFOs are now trading future headcount for tokens. Roughly 95% of enterprise AI still runs on the priciest frontier models even for simple tasks, and routing that work to cheaper tiers can deliver hefty savings.