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February's anti-AI trade has been driving a dramatic rotation under the surface of the stock market. Has it gone too far already?
Senior Counselor to the Treasury Joe Lavorgna joins 'Varney & Co.' to discuss the impact of former President Trump's trade deals and the future of tariff revenue. Lavorgna explains how tariffs contribute to the Trump doctrine for economic growth, addresses questions about pledged foreign investment, and clarifies the administration's view on inflation, differentiating between Producer Price Index (PPI) and Consumer Price Index (CPI) trends.
Hot PPI sends US stocks sharply lower as Nasdaq, S&P500 and Dow Jones fall, with tech stocks and AI fears deepening the stock market selloff today.
U.S. stocks traded lower this morning, with the Dow Jones index falling over 600 points on Friday.
UBS downgraded U.S. equities to benchmark in a fully invested global equity portfolio, saying factors that powered years of outperformance are starting to fade.
Economic data, corporate news, and geopolitics all took markets by storm on the final trading day of a volatile February. Kevin Hincks turns to PPI which showed a 0.8% increase, a number that signals an uptick but one he isn't too concerned about.
Cameron Dawson, CIO at NewEdge Wealth; Terry Haines, Head of Political Analysis at Pangea Policy Advisory; and Jan Kniffen, CEO of J. Rogers Kniffen Worldwide Enterprises say consumers remain strong despite market splits, policy uncertainty, and AI driven job disruption.
Prices paid to US producers rose in January by more than forecast as the producer price index increased 0.5%, the most since September. An underlying gauge that excludes food and energy advanced by the most since July.
Rising consumer confidence and easing inflation expectations spotlight FCNTX, JPGSX and TRBCX as large-cap growth funds primed to ride the rebound.
Wholesale prices rose at a faster-than-expected pace in January, countering hopes that inflation was easing, the Bureau of Labor Statistics reported Friday.
8:00am: Tech weighs on futures US stock futures are pointing lower across the board on Friday morning. Dow futures are leading the retreat, down about 0.9% while S&P 500 futures are off 0.7%.
Even in 1998's valuation fears, stocks dramatically outperformed bonds over 28 years despite multiple crashes and severe drawdowns. Temporary bond outperformance during crises did not persist; long-term equity compounding ultimately rewarded disciplined investors.
In 2023, Goldman Sachs (NYSE: GS) put out a report titled “The Potentially Large Effects of Artificial Intelligence on Economic Growth.
Nvidia's earnings and guidance beat expectations but failed to justify its lofty valuation, triggering a sector-wide growth-to-value rotation. The S&P 500 is likely to underperform its average stock as investors favor value names with accelerating earnings growth at below-market multiples.
The producer-price index increased by 0.5% last month, after rising by 0.4% in December. Economists polled by The Wall Street Journal were expecting a 0.3% increase.
As of Feb. 27, 2026, two stocks in the consumer staples sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
The cost of wholesale goods and services rose at an accelerated pace in January for the second month in a row, suggesting persistent inflation could dog the economy at least through the early part of the new year.
Core wholesale prices rose 0.8% in January, much more than expected
The pact aims to open up trade between Europe and South America amid unprecedented uncertainty from Trump's trade tariffs.
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.