Despite data suggesting lukewarm progress towards the Federal Reserve’s 2% inflation target, US financial markets are still held up strongly by the prospects for AI. Both companies that will provide critical inputs for the industry, as well as those expected to benefit from it the most, are being chased by investors.
How long before this levels off is not easy to forecast, but difficult to deny that valuations are looking excessively optimistic.
Technology stocks endured their worst week in months as investors reassessed AI capital spending returns; however, broader markets…
Markets navigate a volatile backdrop: from divergent U.S. earnings and violent precious‑metal moves to shifting Fed leadership and…
US markets observe a rotation towards small caps, away from the stretched valuations seen in mega cap stocks.…
