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The jury is out on whether the artificial-intelligence trade is now a bubble. But the last few weeks have shown that high valuations are fragile as investors have moved some money out of priciest technology names.

Wall Street kicked off December with a volatile first week of trading. The three major averages saw range-bound moves in each session but eventually ended up positive for the week on Friday, in a pattern that matches historical trading trends during this holiday time of the year.

AI-driven disruption is accelerating, threatening even dominant innovators and requiring new portfolio strategies for resilience. I see three resilient investment buckets: "New railroads" (utilities/infrastructure), national security/defense stocks, and hard assets like REITs and midstream.

Money Market Fund Assets surged $132 billion last week to a record $7.654 TN - the largest increase since the week ended April 1, 2020 (massive covid-related QE). Global finance is in the throes of history's greatest monetary inflation.

A wave of companies are petitioning for exemptions from the Trump administration's high levies on foreign-made goods, saying they are hurting business and raising prices.

U.S. equities earn a 'cautious buy' rating, reflecting structural optimism but near-term valuation concerns. U.S. markets offer exceptional long-term compounding due to innovation, robust institutions, and demographic advantages over emerging and other developed markets.

Inflation in the euro zone faces downside risks in the medium term, even as price growth has returned to the ECB's 2% target, European Central Bank policymaker Olli Rehn said, according to a report in a magazine on Saturday.

Investors favored small- and medium-capitalization US bank stocks following the third-quarter 2025 earnings season. Sixteen banks, 15 of which had market caps of less than $3.5 billion at Nov. 28, posted double-digit percentage gains.

Most AI winners have traded on hopes for the far-flung future during this bull market.

November 2025 saw modest movements across most asset classes, with U.S. real estate staging a notable comeback. Most asset classes posted small positive returns for the month.

After Monday's crypto-driven selloff, mega-cap technology rebounded strongly midweek, led by NVIDIA, Apple, Microsoft, and Intel, with earnings beats and AI-driven initiatives supporting the rally. Market breadth improved as industrials, energy, financials, and consumer cyclicals posted gains, highlighting that the rally is no longer solely dependent on tech.

Franklin Templeton chief market strategist Stephen Dover assesses buying opportunities in the stock market, shares his 2026 outlook and more on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #stephendover #dover #markets #market #stocks #tech #technology #investing #investment #finance #economy #outlook #2026 #wealth #trade #policy #government #politics #political #politicalnews

Former Federal Reserve board nominee Judy Shelton discusses the state of the economy and mulls whether the Federal Reserve will cut rates on ‘Maria Bartiromo's Wall Street.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #mariabartiromoswallstreet #inflation #economy #federalreserve #fed #interestrates #rates #judyshelton #shelton #kevinhassett #hassett #markets #finance #money #business #usaeconomy #america #policy #government #politics #political #politicalnews

Since 1950, the last two weeks of December have been the best weeks for stocks on the calendar, averaging a 1.4% return.

The AI narrative, which has driven most equity gains over the past three years, continues to hold up despite mounting questions around a potential AI bubble. Most investors believe this cycle will continue as equities remain trading near record highs.

Andrew Davis, Bryn Mawr Trust Advisors SVP & Head of Macroeconomic Research, joins 'Fast Money' to talk the current state of play in teh market and how to position going into next year,

Asking for a Trend anchor, Josh Lipton breaks down the latest market moves for December 5, 2025. Upwork COO Anthony Kappas breaks down the company's latest monthly hiring report, which reveals two key trends in hiring related to artificial intelligence.

The stock market, including the Dow Jones index, ended Friday higher. The latest Fed decision on rates and a Fed Chair Powell appearance loom.

Charlie Garcia responds to readers concerned about their money and interest rates.

Marley Kayden and Sam Vadas close out the trading week with a glimpse into some unsung stories in U.S. and international markets. They talk about the climb in domestic retail stocks and Chinese tech firms like Moore Threads, which grew over 400% after its $1.1 billion IPO.