A fleeting bounce and a durable bottom look similar enough at the start to make them indistinguishable with true certainty.
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Is this market bounce for real? A review of the evidence
World
S&P 500 finds itself once again unable to surmount the 7,000 threshold
Another week when “It could’ve been worse” passes for a declaration of victory on Wall Street, as traders navigate mini-crashes rolling through one sector after the next and investors try to draw nourishment from the relative outperformance of a majority of stocks. The S & P 500 was about flat last week and finished at […]
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World
The AI ‘scare trade’ is tearing through markets. Bernstein picked 8 stocks that can weather the storm
Bernstein has listed eight European “AI risk-proof” names it thinks are structurally resilient to the recent market volatility , and can outperform peers thanks to moats in their business models. The logistics, software, real estate and financials sectors in the U.S. have been hit in recent weeks by “the AI scare trade.” A key catalyst […]
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World
China’s tech shock threatens the U.S. AI monopoly and is ‘just getting started’
China is focusing on large language models in the artificial intelligence space. Blackdovfx | Istock | Getty Images China’s rapid advancement in AI is threatening to shake up U.S. dominance in the market, with one analyst warning of a tech shock that is just getting started. Rory Green, TS Lombard’s chief China economist and head […]
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