Halftime Investment Committee debates how far the equity rally can run
The Investment Committee debate how far the rally can run and how you should position your portfolio.
Market News
Finding Silver Linings In The Market Selloff
Software stocks, gold, silver, and bitcoin were among the momentum-driven market areas impacted by last week's selloff. Data from the manufacturing sector and insights from corporate earnings reports were a bright spot in a grey week.
Dollar weakness was a major catalyst for global stocks, says BFG Wealth's Peter Boockvar
Peter Boockvar, BFG Wealth Partners, joins 'Power Lunch' to discuss the global equity trade, the opportunities abroad and much more.
How the Dow Got to 50000, in Charts
Some surprising names led the blue-chip index's historic rise.
3 Potential Triggers For The Next Bear Market
How long this bull market can continue to climb a 'wall of worry' is anybody's guess, but 2026 could be the year the overbought market finally ends. The Dow surpassed the 50,000 threshold for the first time Friday, and other major indexes remain near all-time highs as well.
AI Euphoria Is About To Hit A Speed Bump
While TSMC and hyperscalers reaffirm AI as a multi-year megatrend, driving aggressive capex and infrastructure buildout, the AI trade is ridden with conflicting narratives. Agentic AI advances, led by Anthropic's Claude Code and Cowork, are disrupting SaaS models and shifting profit pools toward AI agents, pressuring software valuations across the board.
In a coming-out party for prediction markets and sports, people just traded nearly $1.5 billion on the Super Bowl winner
The first prediction-markets Super Bowl just happened — and it didn't disappoint.
New Bull Market Highs Break $50,000
As the majority of market commentary focuses on the collapse of AI tech-related stocks, there's a new bull market making new highs. What is relatively new are the stocks that are driving the Dow and other important market indexes to new highs despite the collapse of the "Magnificent 7.
S&P 500: AI CAPEX Reality Check
Hyperscalers—AMZN, GOOG, META, and MSFT—plan aggressive AI CAPEX increases for 2026, with budgets up 56% YoY. GOOG and AMZN lead with 2026 CAPEX guidance of $175–185B and $200B, respectively, pushing CAPEX-to-revenue ratios to decade highs.
Economy has 'very good prospects' but there are 'bumps in the road,' Forbes warns
Forbes Media Chairman and Editor-in-Chief Steve Forbes discusses Treasury Secretary Scott Bessent's optimism for the economy as well as his outlook on 'Varney & Co.' #steveforbes #economy #economicoutlook #marketoutlook #foxbusiness #varneyandco #finance #businessnews
Tech Pullback Explained: Where Smart Money Rotates Next
Jay Woods of Freedom Capital Markets explains why tech is digesting gains after years of outperformance and highlights the sectors smart money is rotating into right now.
Silver Rises 7% As Analysts Predict Precious Metals Prices Could Surge Again
Precious metals prices have swung wildly in either direction after gold and silver crashed from a record high weeks ago. Gold and silver had their worst day in decades in late January after President Donald Trump named Kevin Warsh as his Federal Reserve chair pick, halting a historic rally.
Japan Says Yes to More Debt. Global Markets Will Feel the Effects.
A new currency crisis could be in the offing, Desmond Lachman writes in a guest commentary.
Reverberant Reversals
Whenever I possess shares which used to enjoy insider buying but have recently experienced notable insider selling, I may be tempted to sell such holdings near the end of any given calendar year. Instead, I usually wait until part of January has passed before doing so, giving investors enough time to pile into the previous year's biggest winners.
Rockefeller International's Ruchir Sharma explains why 'sell America' narrative is a myth
Ruchir Sharma, chairman of Rockefeller International, joins 'Squawk on the Street' to discuss global market themes, currency, and more.
The stock market looks expensive — but this chart shows why AI bubble fears in tech may be overblown
The S&P 500's tech sector has seen the smallest increase of any group in its price-to-earnings ratio relative to its 10-year average, DataTrek found.
‘Sell America' fears drag dollar toward 4-year low on Japan election, China report
Japan's election and a report on China's efforts to move away from U.S. assets has the “sell America” theme back on traders' minds.
Covered Call ETFs Are Failing The Test, And It All Makes Sense
The surge of interest in covered call ETFs like those from YieldMax has reached the point where it is one of the more significant macro market risks for many investors. The recent bull market has masked the asymmetric risk profile of these ETFs; investors have not yet experienced a true market downturn with them.
We are still 'constructive' on equities, says Piper Sandler's Michael Kantrowitz
Michael Kantrowitz, chief investment strategist at Piper Sandler, joins 'Money Movers' to discuss the market outlook, employment data, and more.
Brains Over Bricks: The Productivity Dividend Is Here
Brains Over Bricks: The Productivity Dividend Is Here
