Investors are most bullish since Nov. 2021, survey says
Optimism is high on Wall Street at the midpoint of the year. Investors are the most bullish they have been since November 2021, according to the global fund manager survey, …
CNBC Magnificent 7 Index
Watch out, these stocks are now overvalued after going on a monster run this year
Investors may want to be careful when buying tech stocks, as some names in the sector have become overvalued after their recent gains. The Technology Select Sector SPDR Fund (XLK) …
Here’s what has driven the Dow rally to 40,000, and why it could keep going
Traders work on the floor of the New York Stock Exchange (NYSE) on May 16, 2024 in New York City. Spencer Platt | Getty Images Passing major milestones like the …
Growth stocks to buy right now: Winthrop Capital’s Adam Coons
A bumpy few months for mega caps like the “Magnificent Seven” have led some investors to question whether now is the best time to be buying growth stocks. One investor …
Fed must cut rates more aggressively due to jobs: Canaccord Tony Dwyer
The Federal Reserve may have new incentives in the second quarter to cut rates deeper this year. Canaccord Genuity’s Tony Dwyer thinks a deteriorating jobs market and easing inflation will …
Ray Dalio says the U.S. stock market ‘doesn’t look very bubbly’
Key Points Investor Ray Dalio believes the U.S. stock market is not in a speculative bubble. The founder of Bridgewate analyzed the market based on his bubble criteria. Billionaire investor Ray …
Wall Street high on AI euphoria
Jonathan Raa | Nurphoto | Getty Images This report is from today’s CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they …
Magnificent 7 profits now exceed almost every country in the world. Should we be worried?
A picture shows logos of the main communication brand also named GAFAM (for Google, Apple, Facebook, Amazon and Microsoft)in Mulhouse, on June 2, 2023. Sebastien Bozon | AFP | Getty …
Laffont’s Coatue shifted money in technology amid fourth quarter rally
Phillippe Laffont’s Coatue made a flurry of changes to his portfolio in the fourth quarter, including shifts within the technology sector in the midst of the fourth quarter’s big rally. …
Nvidia rally fueling FOMO in overall market: Evercore’s Julian Emanuel
Evercore ISI’s Julian Emanuel thinks Nvidia’s monster rally is fueling a fear of missing out in the market. He finds clients, including many who traded through the dot-com boom and …