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Don't expect the election to derail the stock market's epic bull-run
Nov 05, 2024

Don't expect the election to derail the stock market's epic bull-run

Wall Street is overwhelmingly optimistic for the S&P 500 in 2025, no matter who's in the White House.

Phil Rosen
What Wall Street's watching for the Trump-Harris showdown
Nov 04, 2024

What Wall Street's watching for the Trump-Harris showdown

Top investors, strategists and forecasters explain the biggest risks to markets and the economy under a new White House.

Phil Rosen
Super Micro Computer has to convince Wall Street it's not a fraud
Nov 01, 2024

Super Micro Computer has to convince Wall Street it's not a fraud

Shares of one of Nvidia's top customers have crashed since its accounting firm resigned and a short-seller published a damning report.

Phil Rosen
Meta and Microsoft have no plans to stop betting big on AI
Oct 31, 2024

Meta and Microsoft have no plans to stop betting big on AI

Both stocks tumbled overnight as Wall Street took in their plans for more huge investments into artificial intelligence.

Phil Rosen
Donald Trump is the majority-owner of a meme stock
Oct 30, 2024

Donald Trump is the majority-owner of a meme stock

Shares of Trump Media & Technology have staged a 230% rally in the weeks leading up to the election.

Phil Rosen
Prediction markets put gambling at the center of the election
Oct 29, 2024

Prediction markets put gambling at the center of the election

Robinhood joins Kalshi and Polymarket in using bets to shape public sentiment on the White House.

Phil Rosen
The stock market loves a presidential election: 3 charts
Oct 28, 2024

The stock market loves a presidential election: 3 charts

The S&P 500 has only been negative in two election years over the last 75 years.

Phil Rosen
Big Tech uplifts the entire stock market — and Nvidia powers Big Tech
Oct 25, 2024

Big Tech uplifts the entire stock market — and Nvidia powers Big Tech

Earnings expectations are flat for the S&P 493 while the Magnificent Seven can't keep up with Nvidia.

Phil Rosen
Tesla reminds the world who's carrying the entire EV industry
Oct 24, 2024

Tesla reminds the world who's carrying the entire EV industry

The stock soared overnight after upbeat earnings, huge Cybertruck deliveries and bullish guidance.

Phil Rosen
Bond traders forecast no US recession — plus a Trump victory
Oct 23, 2024

Bond traders forecast no US recession — plus a Trump victory

Treasury yields have surged as Wall Street pulls back its bets for aggressive Fed rate cuts.

Phil Rosen
The stock market looks both resilient and bubbly, depending how you slice history
Oct 22, 2024

The stock market looks both resilient and bubbly, depending how you slice history

Investors are about to enter a lost decade of returns, according to Goldman Sachs.

Phil Rosen
The US economy could be too strong for its own good
Oct 21, 2024

The US economy could be too strong for its own good

If the Fed does anything other than cut interest rates in November, the everything rally could unwind.

Phil Rosen
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