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Markets
Markets Performance Overview
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Sectors
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Markets Topics
Stock Market Trends
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What’s Happening In the Markets This Week
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Stock Market Concentration Has Surpassed Its 1930s Peak. Should Investors Worry?
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AI Can Do Many Things. Market Analysis Isn’t One of Them (Yet)
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When It Comes to TariffsIt’s Not Over Until It’s Over
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Smart Investor: Stocks Leading the RotationCould Tariffs Rise Againand the New Alts Manager Stock Meltdown
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6 Stocks Driving the 2026 Stock Market Rotation
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How Uncertainty Could Rattle European Markets in 2026
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Markets Brief: The AI Loser Tradeand What’s Driving It
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Smart Investor: Best Dividend StocksK-Shaped Risksand Crypto IPOs
Tariffs
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When It Comes to TariffsIt’s Not Over Until It’s Over
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Smart Investor: Stocks Leading the RotationCould Tariffs Rise Againand the New Alts Manager Stock Meltdown
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Don’t Overreact: Tariffs Overturnedbut Fundamentals Still Rule
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Could Tariffs Go Still Higher Despite the Supreme Court Ruling?
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Supreme Court Strikes Down Trump Tariffs—What It Means for Markets
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Tariffs Explained: The 5 Ways They Hit American Consumers and Investors
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The 4 Defining Charts for Markets in 2025: Key Takeaways for Investors
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4 Reasons Why Market Volatility Could Be Different This Time
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Trump’s Greenland Tariff Threats Send US StocksBonds Falling
Company Earnings
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Nvidia Earnings: Another Stellar Quarter With No Signs of a Slowdown
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5 Undervalued Stocks That Crushed Q4 Earnings
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Snowflake Earnings: Promise of AI Is Real for Integrated Data Platforms
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After EarningsIs Walmart Stock a Buya Sellor Fairly Valued?
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Paramount Earnings: Awaiting Warner DecisionStreaming Shows Promiseand 2026 Outlook Looks Good
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Salesforce Earnings: Signs of Acceleration in a Solid Quarter Overall
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Lowe’s Earnings: Another Year of Tepid Housing-Related Demand Weighs on Operating Margin
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Workday Earnings: Risky Bets In AI Are Questionable for Accelerated Revenue Growth
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Home Depot Earnings: Operating Leverage Eludes Firm in Still-Slow Housing Market
Interest Rates
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Inflation Softensbut Fed Rate Cuts Seen on Hold
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What Kevin Warsh as Fed Chair Could Mean for Interest Rates
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The Fed May Be on Pausebut It May Not Be Done Cutting Rates
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3 Durable Stocks to Buy Now for the Long Term
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What to Expect from the January Fed Meeting
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Banks Warn That Trump’s Credit Card Rate Cap Would Harm Borrowers and the Economy
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What a Credit Card Interest Rate Cap Could Mean for Investors
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What Is the Federal Reserve and How Does It Work?
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5 Stocks to Buy in January 2026
More in Markets
AI Fears May Be Overblown in the Short Termbut That Doesn’t Mean There Isn’t Risk Ahead
As selloffs continuethe market is trying to answer the question: Which services and products can be replaced by artificial intelligence?
Investors Are Dumping AI ‘Loser’ Stocks. Are the Worries Overblown?
Analysts say investors can find opportunities in the indiscriminate selling.
AI Can Do Many Things. Market Analysis Isn’t One of Them (Yet)
Software selloff? What’s that?
As Software Stocks SlideThese Value Managers Are Watching and Waiting
Software companies are stuck in a “growth purgatory” that could last monthsor yearsaccording to BNY’s Bailer.
Why AI Worries About Software Are Hitting Private Credit
After the pandemicsoftware companies became a favorite among private market lenders.
Hilary Wiek: Perspective on Private Markets
PitchBook’s principal fund strategies analyst provides a lesson in the parlance of private markets as they open to a broader spectrum of investors.
When It Comes to TariffsIt’s Not Over Until It’s Over
What tariff uncertainty means for the marketsand why investors shouldn’t overreact to the news.
5 Oversold Stocks to Buy Before They Rebound
Pluswhether the stock market’s AI fears are overblown.
Markets Brief: Nvidia’s Earnings Preview by the Numbersand What It Means for Investors
Plus: What to know about Q4 earningsand AI’s missing impact on GDP.
Smart Investor: Stocks Leading the RotationCould Tariffs Rise Againand the New Alts Manager Stock Meltdown
We wrap up our coverage of the markets and the week.
Don’t Overreact: Tariffs Overturnedbut Fundamentals Still Rule
The Supreme Court strikes down the president’s use of IEEPA to implement tariffs.
Weekly Market Update: Stocks Gain 1.03% as Communication Services Rise and Consumer Defensives Fall
RingCentral was the top-performing stock this weekwhile Cogent did the worst.
Could Tariffs Go Still Higher Despite the Supreme Court Ruling?
The Trump administration has other ways to keep tariffs high—if the president has the patience for the bureaucracy involved.
Supreme Court Strikes Down Trump Tariffs—What It Means for Markets
US and European equities rallywhile bond yields hold steady.
6 Stocks Driving the 2026 Stock Market Rotation
Investors are looking beyond AI to “real economy” stocks in the industrialconsumer defensiveand energy sectors.
What We’ve Learned From 150 Years of Stock Market Crashes
Though they varied in length and severitythe market always recovered and went on to new highs.
The 60/40 Portfolio: A 150-Year Markets Stress Test
It took the worst bond market in history to make investing in a 60/40 more painful during a market crash than holding all equities.
How Uncertainty Could Rattle European Markets in 2026
Amid shifting macroeconomic environmentshere’s where investors can find opportunities in the EU.
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Markets Brief: The AI Loser Tradeand What’s Driving It
Plus: Equal-weighted indexes’ time in the sunQ4 GDPand what to watch as big retailers report earnings.
Smart Investor: Best Dividend StocksK-Shaped Risksand Crypto IPOs
Wrapping up our coverage of the markets and the week.
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