Your Pulse On America: Live And Unfiltered
Whatever is the future path of monetary policy could decide what happens next for a stock market that’s struggling to broaden out and extend leadership beyond the companies that have worked so far in 2025. Central bank officials from around the globe will convene next week in Jackson Hole, Wyoming for the Federal Reserve’s annual…
Appaloosa Management’s David Tepper on Thursday disclosed a new position in Intel , amid news reports that the Trump administration is considering a stake in the U.S. chipmaker. He also built a strong stake in beaten-down insurer UnitedHealth Group . The hedge fund billionaire built a sizable Intel stake of $179.2 million in Intel at…
The near-term outlook suddenly looks precarious for a stock market that’s near all-time highs, even after Friday’s big sell-off. Next week, investors will continue to act on what they learned this week. On the one hand, the artificial intelligence story that’s powered the stock market rally the last several months remains intact, with Microsoft this…
So long, summer doldrums. A stock market at all-time highs could be shaken up in a big way next week. Federal Reserve policymakers are convening for their July meeting at a time when central bank independence is in question. More of the Magnificent Seven companies are set to report and answer critical questions about artificial…
Alphabet and Amazon are buying opportunities ahead of their earnings results, while other plays on artificial intelligence such as Quanta Services are set to get a strong boost, according to Keith Gangl, senior portfolio manager at Gradient Investments. Gangl joined “Power Lunch” on Tuesday to offer his thoughts on the Magnificent Seven companies ahead of…
JPMorgan Asset Management says there are two areas where equity investors can continue to find returns in a complicated second half: International stocks and artificial intelligence beneficiaries. Developed markets excluding the U.S. as represented by the iShares Core MSCI International Developed Markets ETF are up more than 17% year to date. Emerging markets as represented…
Even with President Donald Trump’s tariffs, the U.S. stocks with the highest international sales are actually besting domestic-focused names. Indeed, a recent analysis from Goldman Sachs found that the 50 S & P 500 stocks with the greatest overseas footprint outperformed the 50 S & P 500 stocks with the least exposure by 7 percentage…
The upcoming earnings season will show investors whether the bull case for equities still holds. The second quarter reporting season comes at a pivotal point for the stock market, with the S & P 500 and Nasdaq Composite trading at all-time highs this week even after an onslaught of bad news regarding higher tariffs, a…
The clock is running out on key trade deadlines, but investors have resigned themselves to negotiations that will likely continue over the long haul as equities trade at all-time highs. The 90-day reprieve from President Donald Trump’s “reciprocal” tariffs on most U.S. trading partners ends on Tuesday. The deadline for the U.S. and the European…
NVIDIA founder and CEO Jensen Huang speaks during the NVIDIA GTC Paris keynote, part of the 9th edition of the VivaTech technology startup and innovation fair, held at the Dôme de Paris in the Porte de Versailles exhibition center in Paris on June 11, 2025. Mustafa Yalcin | Anadolu | Getty Images Insiders at artificial…