加载中...
共找到 38,268 条相关资讯
Calamos Investments' John Koudounis says strong earnings and the prospect of lower interest rates could fuel a powerful next leg higher for the stock market.
Big Tech earnings continue to power markets to fresh all-time highs, with momentum proving difficult for investors to fade. Investopedia's Caleb Silver highlights broad strength beneath the surface, noting that 7 of the 11 S&P 500 sectors are seeing net profit margin expansion.
Shares of Czech ammunition producer CSG fell 13% on Monday, their worst trading day since their January IPO, following a research report by Hunterbrook Capital, which noted that it held a short position in the defence company.
0:00 Intro: Market Catalysts 1:05 Hormuz, Oil & Pump Prices Jake Conley 4:57 Gargi Chaudhuri (BlackRock) 11:49 Milken Conference: Brian Sozzi & Jim Zelter (Apollo) 21:14 Siemens USA CEO Ann Fairchild 28:36 Josh Lipton & Deborah Weinswig 37:13 Berkshire: Cathy Seifert (CFRA) Disclosure: Yahoo is a portfolio company of funds managed by affiliates of Apollo Global Management. == — Facebook: https://www.facebook.com/yahoofinance — X/Twitter: https://x.com/YahooFinance — Instagram: https://www.instagram.com/yahoofinance/ — TikTok: https://www.tiktok.com/@yahoofinance — LinkedIn: https://www.linkedin.com/company/yahoo-finance https://finance.yahoo.com/
For most of 2026, Wall Street has traded on one big assumption: once President Donald Trump replaces Federal Reserve Chair Jerome Powell, lower interest rates will follow.
In recent years, investors have had to assess whether specific events would stall the market's advance: the Russia-Ukraine war, the Silicon Valley Bank failure, tariffs, and the Iran war. And yet, here we are again, with US stock markets ending April 2026 with a 10.49% rise in the S&P 500 Index.
There has been a spate of attacks on ships near the Horn of Africa in recent weeks, raising fears of a resurgence in Somali piracy 15 years after the peak of a multiyear crisis that leveled a heavy cost on the global economy.
AI spending might add to the new inflation mix. That's big news for a market reliant on tech.
Investment managers are pushing costlier active ETFs with a record number of launches in 2025.
The market may move up and down irrationally and seemingly on a whim, while our dividends remain much more stable, reliable and predictable. Dividends may not increase every year, and a cut or elimination is even possible, but the odds are greatly reduced when you diversify among different companies and sectors and focus on dividend quality. My 2025 passive income from dividends was slightly higher than my 2024 total of $17,595.87.
The S&P 500 index rose 10.4% in April, its best month since November 2020, while the Nasdaq gained 15.3%, its strongest month since April 2020. Leading the way was an increasingly important sector of the market, semiconductor stocks.
The S&P 500 delivered 28% returns in 2025, the second-strongest first-year presidential market performance in 129 years, powered by mega-cap tech stocks and AI infrastructure spending exceeding $340 billion in capital expenditures; however, the top 10 companies now account for 38% of index market cap, concentrating gains in a narrow group. Energy (+30.7% YTD) is leading 2026 as markets shift from momentum-based investing to fundamental analysis of profitability, margins, and free cash flow growth. The market faces headwinds from elevated valuations at 24x forward earnings versus 19x historical average and sticky core inflation near 3.5% despite Fed caution on rate cuts.
Markets are still pushing higher—but underneath the surface, things are getting more complicated. AI is driving the rally, oil prices are rising, and speculative trades are back.
Kevin Green examines markets opening the week strong despite the Strait of Hormuz tensions. Tech stocks lead the charge while investors weigh economic data, including factory orders and unemployment trends.
The United States has extended a license that protects Venezuela-owned refiner Citgo Petroleum from creditors through June 19, according to a statement on the U.S. Treasury Department's website on Monday.
The CBOE Volatility Index (CBOE:VIX) is up 2.2% today to hover just above 17, snapping back from Friday's close as renewed Middle East tensions and crude price spikes reintroduce risk premium into options markets.
"It's a little bit of a head-scratcher as to why the markets are as robust as they are," Armen Panossian, co-CEO and head of performing credit at Oaktree, says. Speaking with Bloomberg's Dani Burger at the Milken Institute Global Conference in Beverly Hills, California, Panossian warns investors are underestimating the fundamental risks facing the credit market.
New orders for U.S. factory goods rose more than expected in March, led by surging demand for electronics products amid the artificial intelligence investment boom.
Saudi Arabia's state oil producer Saudi Aramco has held official selling prices steady for liquefied petroleum gas in May, while Algeria's Sonatrach has cut them by 2% to 18% due to higher global supply and weaker demand, traders said on Monday.
WTI oil above $100 rattles US stocks as Dow slips and S&P500 turns cautious. Traders watch Iran headlines and jobs forecast for market direction.