The stock market is doing something that would have seemed impossible just weeks ago. Despite a global oil shock, rising inflation fears, and growing concerns the U.S. economy is drifting back toward stagflation, S&P 500 futures surged above 7,534 on Memorial Day — its highest level ever. The catalyst was reports that the Trump administration ... S&P 500 Blasts Above 7,500 as Iran Strait Deal Hopes Crush Oil Prices
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The conversation about the Federal Reserve has flipped in a way that should make anyone holding long-duration assets sit up. A few months ago, the debate was about the cadence of cuts. Now, market strategists are saying the question is how long the Fed will stay on hold, and the curve has actually drifted to ... Markets Now Pricing in Rate Hikes Through 2027 as Fed Cut Expectations Evaporate
Dissent within the Federal Open Market Committee (FOMC) appears to be far greater than initially believed.
Investors should circle June 17 on their calendars.
Markets do not crash when investors are afraid. They crash when investors are convinced the rules have changed, when even the most cautious money managers find themselves crowded into the same trade because the alternative is missing the year. That is roughly where the US stock market sits in late ...
The prospect of blockbuster listings from SpaceX, Anthropic and OpenAI has excited stockpickers. The S&P 500’s AI-driven growth has thus far...
Despite recent sell-offs, Poet Technologies stock is still up roughly 130% this year.
Weak consumer sentiment and surging inflation could derail the stock market's rebound.
Economic dynamics and the new Fed chair's strong views on monetary policy have Warsh and Trump on a collision course.
Bonds might not be the safety net they used to be if inflation stays high.
The new head of the head is taking the helm at one of the most challenging times in modern history.
As Kevin Warsh steps up to lead the Federal Reserve, the case for interest-rate cuts is disappearing. Plus, investment newsletter commentary on AI”s circular ecosystem, emerging markets, and SpaceX.
War in the Middle East, the largest energy shock in history and worries about artificial intelligence have done little to cool their ardor. U.S. corporations are wrapping up a blockbuster earnings season. Institutional investors are holding 50% more in stocks than their benchmarks, the highest figure since January 2022, according to Bank of America’s latest survey of global fund managers.

<body><p>STORY: U.S. stocks rose on Friday, with the Dow reaching an intraday record high, as investors cheered signs of progress in talks to end the Middle East conflict and a strong corporate earnings season.</p><p>The Dow added six tenths of one percent, the S&P 500 climbed four tenths and the Nasdaq two tenths.</p><p>The U.S. has made some progress toward a deal with Iran, though more work remains, Secretary of State Marco Rubio said on Friday. </p><p>Iran’s foreign ministry spokesman said differences between the two sides remained deep.</p><p>Shana Orczyk Sissel, founder and chief executive officer of Banríon Capital Management say investors should expect more bumps in the road as these talks continue.</p><p>"So in terms of what this means for the market, I think that for as long as we have this uncertainty around how long the tensions and the war will continue, global oil markets will be under pressure, which will continue to lead to higher volatility in the equity and the fixed income markets. And until we have some sort of resolution, I think investors can expect volatility and higher than average inflation.”</p><p>This will become a focus for Kevin Warsh who was sworn in as the new Federal Reserve chair Friday.</p><p>Semiconductor stocks, which have driven recent Wall Street gains, were mostly higher though Nvidia slipped about two percent. </p><p>Shares of U.S. computer makers surged following strong results from China's Lenovo Group with Dell surging nearly 17%.</p><p>:: Workday</p><p>And Workday rose 5% after the human resources software provider exceeded expectations for first-quarter revenue and profit.</p></body>

As part of the latest installment of Yahoo Finance's Options Playbook, BayCrest managing director David Boole explains the influence that mega-IPOs, the likes of SpaceX (SPAX.PVT), Anthropic (ANTH.PVT), and OpenAI (OPAI.PVT), are having on markets (^DJI, ^IXIC, ^GSPC), possible options trades, and proxy trades on other stocks like Elon Musk's Tesla (TSLA).
Investors will also be watching the stock market closely, and history suggests they have reason to be cautious.
U.S. stocks moved higher, bolstered by continued enthusiasm surrounding AI, aerospace and other emerging tech.
Given the hype and anticipation over the largest-ever IPO of SpaceX, it's natural to see the event as easy money.
Stock futures gained as investors seized on signs that diplomatic efforts to end the U.S.-Iran war were progressing, while a tech rally pushed indexes higher in Asia and Europe.
President Trump and Wall Street want interest rates cut, but inflation has other plans.
By Ankur Banerjee and Stefano Rebaudo May 22 (Reuters) - Global stocks rose, the U.S. dollar hovered around its highest levels in over six weeks and oil prices edged up, as a great deal of uncertainty
UBS Global Wealth Management raised its 2026 year-end target for the S&P 500 to 7,900 from 7,500 previously, citing resilient consumer spending and seemingly insatiable demand for data center infrastructure. In a note dated May 21, the brokerage said U.S. stocks have hit new highs despite ongoing uncertainty over Middle East energy flows, driven by hopes of an end to the conflict, strong first-quarter earnings, and AI momentum. (Reporting by Akriti Shah in Bengaluru)
MongoDB has been treading water for the past six months, recording a small return of 2% while holding steady at $335.56. The stock also fell short of the S&P 500’s 13.2% gain during that period.
Over the past six months, Vitesse Energy’s shares (currently trading at $18.50) have posted a disappointing 10% loss, well below the S&P 500’s 13.2% gain. This was partly driven by its softer quarterly results and might have investors contemplating their next move.
Dycom currently trades at $419.62 and has been a dream stock for shareholders. It’s returned 394% since May 2021, blowing past the S&P 500’s 77.9% gain. The company has also beaten the index over the past six months as its stock price is up 29.8% thanks to its solid quarterly results.