AlphaMadera combines institutional-grade analytics, real-time market data, and AI research tools to help investors make smarter long-term decisions.
Explore the Platform →Built for investors who think in decades, not days.
To our valued customers, log in here >
I remain bullish on tech and gold for Q2 2026, expecting rebounds as the U.S.-Iran conflict stabilizes and market fear subsides. The SaaSpocalypse is overdone; software firms, especially AI-native names like Zeta Global (ZETA), offer compelling recovery potential as earnings remain resilient.
Despite the holiday-shortened week , Wall Street was not short on drama to wrap up March and welcome in April.
Several energy stocks exit the IBD 50 after their March rally as oil prices cool and investors await a truce between the U.S. and Iran.
Inflation, Not Growth, Is the Issue—For Now Keep your eyes on real yields for signs of the economy's health Oil-driven inflation fears have investors increasingly convinced the Fed won't be cutting interest rates anytime soon—a sentiment shift that's pushed bond yields higher in recent weeks.
Dallas Federal Reserve President Lorie Logan said on Thursday that U.S. oil producers are unlikely to boost output and shield consumers from higher gasoline prices any time soon.
Markets rebounded for their best day of the year earlier this week, led by the tech-heavy NASDAQ, which gained more than 3% in a single session.
The first full week of April will focus on a number of highly anticipated inflation readings, including February's personal consumption index (PCE) and consumer price index (CPI).
A recovery on Thursday may be a sign that investors are looking beyond oil above $110 a barrel. What to own now.
The biotech sector, tracked by the iShares Biotechnology ETF (IBB), remained flat in early 2026, despite broader market declines and volatility. Recent high buyout premium M&A activity, including Biogen's $5.6B Apellis acquisition, fueled sector outperformance and an uptick in investor enthusiasm.
The outlook for the U.S. economy has deteriorated rapidly in the past two weeks, according to an out-of-the-ordinary survey conducted by the National Association for Business Economists.
Before President Trump even started speaking Wednesday night, investors had already factored in a swift end to the crisis.
The average rate on a 30-year fixed mortgage rose this week to 6.46%, according to the latest Freddie Mac data released Thursday. That is up from last week's reading of 6.38%.
Weakness rarely stays contained. It often begins in more vulnerable market corners, such as software, before quietly spreading.
Anthony Gardner, former U.S. Ambassador to the EU, discusses theIran war and President Donald Trump's address to the nation.
The most oversold stocks in the consumer staples sector presents an opportunity to buy into undervalued companies.
With the S&P 500, Nasdaq-100, and Dow Jones all below their 200-day SMA, @CharlesSchwab's Nathan Peterson analyzes price action and its correlation to crude oil's spike. Options activity in the S&P and VIX are what Nate believes serve as the most important indicators traders need to watch.
Challenger, Gray & Christmas said tech layoffs are rising and are likely to keep happening. The outplacement firm said that in tech, AI is replacing jobs.
Britain said on Thursday it had agreed the full text of a U.S.-UK pharmaceutical partnership, setting out terms under which British-made medicines would enter the United States tariff-free.
U.S. President Donald Trump's address to the nation on Wednesday, in which he vowed more aggressive strikes on Iran, has put consumers on course for record fuel prices at the pumps just ahead of the country's peak summer travel season, market experts said.
David Kelly, chief global strategist at JPMorgan Asset Management, joins 'Squawk on the Street' to discuss the Iran war, tariffs, and more.
Most of the markets are down today after President Trump's address to the nation last night failed to alleviate fears about America's war with Iran dragging on.
The Walmart-owned warehouse club retailer raised membership fees sooner than usual, to $60 a year from $50 starting May 1.
Because before the headlines around Amazon, before the speculation around a bidding war, and before the stock's latest surge—some of the biggest names in hedge funds were already quietly building positions.
The longtime market pundit also jabbed at Microsoft's cultural appeal, quipping that most people use the company's products at work, and if they are lucky, go home to use their Apple products.
Nvidia is positioned to capture a huge chunk of AI infrastructure spending in the next five years. Digital Realty did $1.2 billion in bookings in 2025 and has a backlog of $1.4 billion.
With the war in Iran now in its fifth week, Amazon is adding a 3.5% fuel and logistics surcharge for third-party sellers in the U.S. and Canada. The surcharge takes effect April 17, according to a notice to sellers.
Nvidia and other semiconductor stocks remained under pressure on Thursday, as renewed concerns over the Iran conflict weighed on investor sentiment. Nvidia shares fell 1.9% to $172.41 in early trading.
Microsoft AI, the tech giant's research lab, announced the release of three foundational AI models on Thursday that can generate text, voice, and images.
Microsoft is valued at historically cheap levels. Nvidia trades for the same price as the S&P 500.
Microsoft was once viewed as an early artificial-intelligence leader, thanks in part to its longstanding relationship with OpenAI. Now the company and its shares have fallen out of investors' good graces.