S&P 500 record high stock market cover. Photo by BeInCrypto Fidelity’s Jurrien Timmer says the Investment Clock has moved “past midnight” as tighter financial conditions begin to cool earnings-led gains. He flagged 2018 and 2022 as the last two cycles with that setup. Fidelity’s Investment Clock plots financial conditions against earnings growth, and it reads

Investors are awaiting the release of key US consumer price data, which is due later in the day (SPENCER PLATT) Asian stocks stuttered Wednesday as investors fought to claw back the previous day’s steep tech losses, with focus turning to US inflation data and upcoming earnings from key AI-linked firms. Tech firms took a hammering

Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2026 investor letter for the “Baird Chautauqua International and Global Growth Fund”. The letter can be downloaded here. The broad equity markets posted modest gains in the third quarter, despite significant volatility and rotation beneath the surface.

Market players energetically bought into Valero Energy (NYSE:VLO) on the second trading day of the week. A key reason for this was a very substantial price target raise on the stock by an analyst at a high-profile American bank. Buoyed by that positive development, Valero’s stock closed the day nearly 5% higher. Fueling a rally

SpaceX (SPCX) shares are giving up most of the gains the stock has accumulated since early October while an AI-related trade has been unraveling this week. The South Korean stock market tumbled on Tuesday, with memory chipmakers Samsung (005930.KS) and SK Hynix (SKHY) bearing the brunt, down 7.4% and 10.1%, respectively.  The sell-off comes after

Johnson & Johnson (JNJ) stock is tumbling even after the healthcare giant raised its forecast again for full-year earnings and revenue.  Investors are focused on the company’s medtech unit, which posted disappointing sales growth of 2.5%. Johnson & Johnson stock was up more than 27% this year before Tuesday’s pullback. That trails only Merck (MRK)

Quick Read AMAT turned a $1,000 investment into nearly $19,000 over 10 years, a 1,792% return driven by AI chip demand pushing fiscal Q3 revenue to a record $9.1B. AMAT crushed the S&P 500 at every time horizon, but a 2021 buyer waited four years before AI demand delivered most gains in a single year.

Quick Read Ray Dalio warns of an AI bubble while Bridgewater holds NVDA as its largest individual stock; revenue surged 106% to $96 billion last quarter. AMD’s 224x P/E and 11% operating margin can’t compete with NVDA’s 60%; Broadcom’s 86% growth still trails NVDA while carrying significant debt risks. Vera Rubin’s $40 billion per gigawatt

Many market strategists have expressed concern about tech and artificial intelligence (AI) stocks, believing many of them are either overvalued or overearning amid an AI supercycle that may not be sustainable. But investors who have owned large tech and AI stocks have likely done well in recent years. The Invesco QQQ Trust, which tracks the

One of the biggest trends that stock market investors are watching right now is something that might seem unrelated to stocks: bond prices and bond yields. The bond market is going through interesting times. Maybe not in a “good” way. In the past few months, global bond yields have surged. The widely watched yield on

Quick Read Wells Fargo kept its $300 Overweight target on TTWO but trimmed near-term estimates on weak basketball unit assumptions, sending shares down 5%. Roblox and GameStop barely moved midday, confirming the TTWO selloff is company-specific rather than a broader gaming sector reaction. GTA VI pre-orders are live with a November 19 launch, making weakness

Quick Read Cerebras (CBRS) has crashed 53% from its first-day close, falling below its $185 IPO price, while 11 analysts still target ~99% upside. NVIDIA (NVDA) and AMD gained 22% and 177% year to date while Cerebras collapsed, pointing to company-specific risk rather than sector weakness. OpenAI chose NVIDIA for GPT-6.1 Sol’s fastest mode, directly

Bitmine’s Tom Lee Warns Of Ethereum Selloff Tom Lee, chairman of Bitmine Immersion Technologies (NYSE: $BMNR), is warning of a selloff in Ethereum (CRYPTO: $ETH) as South Korea’s stock market crash reverberates around the world. South Korea’s benchmark KOSPI index plunged more than 6% on Oct. 13 as stocks tied to the artificial intelligence (A.I.)

Quick Read PLTR trades above the average analyst target, and reaching $300 requires a 46% gain it has cleared three consecutive years running. U.S. commercial revenue surged 149% last quarter while net dollar retention hit 157%, signaling customers are rapidly expanding their Palantir deployments. Just released. Our analysts combed the entire stock market and named

Bull markets are like big, noisy, rollicking parties: They’re a fun time, but the fun can’t go on forever. Eventually, the party must end. The music stops, the lights turn on, and people have to get back to reality and go back to work. Here’s a bold prediction: Sometime in the future, the stock market