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Recent volatility reflects a rotation out of speculative stocks, with small caps underperforming, but the broader market remains resilient and not anywhere near a crash. Recession risks remain low, with no imminent triggers from monetary tightening, oil shocks, or a bursting speculative bubble, supporting continued market strength.
Is AI a bubble or a generational boom? Yahoo Finance convenes Wedbush Securities managing director and global head of technology research Dan Ives, EMJ Capital founder and president Eric Jackson, and BlackRock (BLK) Americas chief investment and portfolio strategist Gargi Chaudhuri to debate Nvidia (NVDA), Tesla (TSLA), OpenAI (OPAI.PVT), and how AI will reshape jobs, markets, and the next leg of the AI trade.
Adriana Kugler, a Federal Reserve governor who abruptly resigned her position in August, filed a financial disclosure form for investments that the central bank's ethics officer declined to certify.
Former Federal Reserve Board Gov. Adriana Kugler broke the central bank's rules regarding stock trading, according to a report released by the U.S. Government Ethics Office.
Wedbush Securities' Global Head of Tech Research, Dan Ives, says the recent tech sell-off should not discourage investors from betting big on AI names.
New disclosures show that Kugler made several stock transactions that violated Fed policies and prompted an ethics probe.
Adriana D. Kugler, who stepped down as a governor in August, reported trades in stocks, including Apple and Southwest Airlines, in 2024.
The U.S. economy didn't get any better during the longest government shutdown in history, but the good news is that it probably didn't get much worse.
Major developing equities markets are similarly inflated. The global market environment has been one of extraordinary liquidity overabundance.
The US government shutdown ends after 43 days as the House passes a funding bill to reopen most agencies. The market sold off both stocks and bonds at the news, though I believe it was not entirely due to fundamental changes.
Jim Simons's Medallion Fund averaged 66% annual returns for three decades, using math that would make ChatGPT weep.
It was a mixed five days for Wall Street, though the benchmark S&P 500 index (SP500) managed to rebound from last week's sharp selloff by ekeing out marginal gains. A boost to sentiment from the end of the longest U.S. government shutdown and positive trade developments was offset by continued weakness in the artificial intelligence (AI) trade and hawkish comments from Federal Reserve speakers.
The macroeconomic environment has shifted, with inflation, interest rates, and Treasury yields now structurally higher than pre-pandemic norms. Persistent structural cost pressures—tariffs, wage growth, supply chain issues, and reindustrialization—make a 2% inflation target unlikely in the near term.
Meta, Nvidia and Microsoft shares trade at discounts to their historical valuations, along with other plays in the chip and software sectors.
A smooth stock market on the surface is masking nerves and turbulence.
Billionaire investor Ray Dalio has released his latest 13F filing for Q3 2025, revealing a reshuffle across Bridgewater Associates' equity holdings.
AI-related stocks (in both their large cap and small cap manifestations) have certainly taken much of the brunt for this week's pullback, but the story is broader than that. Along with the diminishing chances for a rate cut, the divergence of views among committee members, resulting in a string of dissents at recent FOMC meetings, continues to be a subject of concern.
This week finally saw the US government reopen after the longest ever government shutdown, which lasted 43 days. There has been a decent move higher in equities to finish the week after an even more scary open, but participants are all looking at each other to see who moves first.
Yahoo Finance anchor Josh Lipton sits down with ADP chief economist Nela Richardson, Truist chief investment officer and chief market strategist Keith Lerner, and People Inc. chief business editor Caleb Silver to look at the current state of the market and what investors should look forward to heading into 2026. How excited are investors about the potential of artificial intelligence (AI)?
While major Wall Street figures like Jamie Dimon have warned about "cockroaches" infesting the US economy due to concerns about the credit market, some aren't as fearful of the invasive bug analogy. Allianz chief economic adviser, Mohamed El-Erian, sits down with Yahoo Finance Executive Editor Brian Sozzi to talk about why he's not seeing any "termites" eating away at "the integrity of the system.