Treasury Yields Fall to 2026 Lows as Investors Flock to Bonds
Despite tariffs, deficits, and lingering inflation risks, investors are piling into Treasuries—pushing yields to their lowest levels of the year.
Market News
Fed's Barr Wants Proof Goods Inflation Is Retreating Before Additional Rate Cuts
Federal Reserve governor said the job market might be “especially vulnerable to negative shocks,” given low levels of job creation and a low firing rate.
Anthropic Has Another New Model—Software Stocks Are Going To Hate It
Anthropic is leading the charge in user development of autonomous agentic systems, and its Tuesday debut of Claude Sonnet 4.6 delivered another blow to software companies.
Fed must dig deep on AI impact to make right rate calls ahead, Daly says
The Federal Reserve must dig deep on the data to assess whether artificial intelligence is boosting productivity growth and enabling faster economic growth without igniting inflation or requiring the Fed to tap the brakes with tighter policy, San Francisco Fed President Mary Daly said on Tuesday.
Why Investors Are Quietly Rotating Out Of Semiconductor Stocks
Semiconductor stocks have been a cornerstone of market rallies in recent years, driven by strong demand for chips powering artificial intelligence, cloud computing, and consumer electronics. Yet recent trading patterns suggest a subtle but meaningful shift: investors are quietly reducing exposure to the sector.
Here are some attractive stocks that can withstand AI disruption, according to J.P. Morgan
CrowdStrike, C.H. Robinson and Compass are among stocks that have been unfairly punished by fears of AI disruption, analysts say.
Has inflation really slowed? Not according to this new Fed study.
An apparent slowdown in inflation since last fall has eased worries on Wall Street, but skeptics are yet to be convinced price pressures have largely evaporated. A new Federal Reserve study might add to the doubts.
The Impact Of Tariffs On The Economy, The Deficit And The Consumer
The Impact Of Tariffs On The Economy, The Deficit And The Consumer
Wall Street Loves This Crypto IPO. Bitcoin's Slide Isn't a Problem, Analysts Say.
BitGo has plunged since its January IPO. But analysts remain bullish on the crypto wallet firm.
Forget AI—Tax Refunds Could Give Retail Stocks a Lift
Artificial intelligence anxiety has driven sharp moves in retail stocks, but rising tax refunds could provide a more durable tailwind for select companies this spring.
Betting On AI Bubble Burst Is Still A Losing Proposition
Betting On AI Bubble Burst Is Still A Losing Proposition
The Dry Bulk Bull Market Is Just Warming Up
Dry Bulk, specifically the Capesize vessel class, was cited as a top pick for 2026. Typically, January and February exhibit seasonal weakness.
Tech Stocks Dip as AI Doubts Linger on Wall Street
Dan Skelly, Head of Market Research & Strategy at Morgan Stanley Wealth Management, discusses AI capex expansion and valuation pressures. A selloff in several tech giants weighed on stocks amid lingering anxiety over the outlook for artificial intelligence that has recently hammered the group as well as dozens of companies across a number of industries.
ValuEngine Weekly Market Summary And Commentary
ValuEngine Weekly Market Summary And Commentary
AI Vs. Software: The $2 Trillion Paradox
The software sector experienced a $2T sell-off. Current market pricing assumes two mutually exclusive scenarios.
Weekly Market Pulse: Is The Stock Market Peaking?
US small-cap value, international value, international core, US large-cap value, midcaps, European stocks, and even REITs have all beaten the S&P 500. From the beginning of 2000 to the peak of the next market cycle, in mid-July of 2007, the S&P 500 total return averaged just 2.4% annually.
Drop in unauthorized immigration slows job growth, SF Fed paper finds
The recent drop in unauthorized immigration to the United States has slowed employment growth, particularly in construction and manufacturing, and those trends are likely to continue, new research from the San Francisco Federal Reserve published on Tuesday shows.
AI Spending Fears May Be Overdone as the Tech Selloff Reshapes the Market
Investors are increasingly worried that massive AI investment is creating hidden risks, but some strategists argue the market's tech selloff may actually reinforce the case for continued spending.
Mining Stocks Face Big Expectations Ahead Of Earnings, As Gold And Silver Sink
On Tuesday, mining stocks sank ahead of an earnings season in which Wall Street expects major growth, despite sinking metals prices.
Stock Market's Hot Streak Is Expected To Cool In The Decade Ahead
The S&P 500's trailing 10-year return remains well above the average forecast of our models. Bulls see AI, growth, and Fed cuts keeping the party alive, but valuations suggest the market's fully priced.
