Investors who remained heavily invested in the technology sector should start watching the broader market's behavior today, as names in artificial intelligence like NVIDIA Co. NASDAQ: NVDA are potentially coming out of favor. A rotation into other areas and asset classes has started in the past couple of weeks, and riding the momentum could prove beneficial for most today.
Earnings season for this year's second quarter is getting into full-swing. As is almost always the case, the quarterly financial results have been a mixed bag.
Small-caps have staged a rebound lately on Fed rate cut hopes and "Trump Trade." Earnings picture is also evolving.
Popular stocks tend to get overvalued quickly. This can be a double-edged sword.
It's been a long time coming, but stock rotation is back in the outlook. Rotation, the practice of exiting one group of stocks in favor of another, was triggered by the latest CPI report, which was better than expected.
Investing in discretionary stocks like YETI Holdings (YETI), The Toro Company (TTC), Skechers U.S.A.(SKX), Royal Caribbean Cruises (RCL) and Norwegian Cruise Line Holdings (NCLH) on rising rate cut hopes.
The apparent winners of the artificial intelligence (AI) boom have been smoking hot of late. While some of the names may be overdue for a correction over the next year, I view many of them as reasonably priced, given the magnitude of growth-powering tailwinds.
Nvidia's surging stock price has made it one of the three most valuable companies in the world. Advanced Micro Devices has the potential to deliver some strong results in its upcoming quarters.
Bank of America investors have outperformed the S&P 500 recently. BofA has a solid banking franchise, benefiting from a higher-for-longer Fed. BAC's exposure to CRE loans is expected to remain well-controlled.
Commodities have been performing remarkably well this year driven by higher prices for coffee, silver and oil.
Another week, and more good news for AI investors. Last week it was revealed that memory maker SK Hynix plans to invest $74.6 billion into expanding its capacity to make chips for the AI boom.
The energy sector underperformed the S&P500 in Q2 2024, continuing a trend that started earlier, and this is likely to continue heading into H2 2024. There are a number of factors that seem to be weighing on the energy sector, although some stocks are affected more than others. Crude oil is hemmed in between two opposing forces, which are both trying to impose their influence on prices.