UBS Wealth Management pushes back Fed rate-cut forecast to June

Citi on Large-Caps: 'strong earnings suggest that the current run up is less of a bubble than is feared'

Citi on Large-Caps: 'strong earnings suggest that the current run up is less of a bubble than is feared'

The analyst comments "Large cap stocks with strong rallies into earnings on average drift higher. We run a quick study on extraordinary performance around earnings, as we have seen from NVDA. We collect data on S&P constituents in the last 30 years, some 1120 tickers and analyze the times where the stock has rallied 35%... More

Analyst discusses if AI tech is in a bubble and what it means for stocks

In its latest report, Sevens Research report questioned whether artificial intelligence (AI) tech is in a bubble and, if so, what it could mean for stocks.

The firm acknowledged that AI enthusiasm has powered the tech and tech-aligned sectors higher over the past year and that it has accounted for the vast majority of the gains in the S&P 500.

"With one-year returns in mega-cap tech stocks at eye-popping levels, a lot of investors are wondering if AI... More

Small-cap ETF inflows reach a record, communication services momentum continues - BofA

BofA analyst Jill Carey Hall said in her weekly equity client flow trends note that they saw record small-cap ETF inflows last week.

Hall revealed that last week, BofA's clients were net buyers of US equities (+$1.2 billion) after selling equities the week before. They bought both single stocks and ETFs, with ETF inflows... More

Hedge funds benefit from momentum while searching for other opportunities - Goldman Sachs

Goldman Sachs analyst Ben Snider said in a note this week covering hedge funds that the strong equity market momentum has lifted the average hedge fund to a 4% year-to-date return and its hedge fund crowding index to a new record high.

Snider explained the momentum in "magnificent mega-caps" is... More