Citi throws in the towel on hyperscalers after a key stock-market bet misfiresHyperscalers and growth plays have underperformed amid a sharp rotation.Jamie Chisholm1 day ago
AI could hit consumers’ ability to manage their debt. Here’s the trade.If AI causes workers to lose their jobs then households face credit stressJamie Chisholm4 days ago
This market signal just occurred for only the second time since 1999. Here’s what happened and what it means.An unusual occurrence with breadth and the stock market just occurred.Jamie ChisholmOct 23, 2026
Aging bull: Why this 4-year-old stock-market rally still packs a punchHistory shows bull markets that get past their fourth year rarely throw in the towel, according to Truist Advisory Services.Jamie ChisholmOct 9, 2026
A popular tech fund is now overbought. That’s no reason to sell, history shows.A surge to record highs for technology stocks has pushed them to what is considered by technical analysts to be overbought levels, but history shows investors should not use that as reason to cut their exposure.Jamie ChisholmOct 7, 2026
An AI ‘reality check’ may take the S&P 500 to 5,000. Here are the trades to make, this strategist says.Keep an eye on artificial-intelligence spending in the upcoming earnings season, Panmure Liberum’s Joachim Klement said.Jamie ChisholmOct 5, 2026
Three reasons this Wall Street market-making powerhouse says investors should reload on stocks right nowSeptember provided a stock-market reset, pointing to a good end to the year, says Scott Rubner of Citadel Securities.Jamie ChisholmOct 2, 2026
The history of this market’s bad-breadth signal points to risks aheadNot since the dot-com bubble have stocks thrown up this concerning metric.Jamie ChisholmSep 28, 2026
‘We were wrong.’ Why Morgan Stanley changed its tune on the U.S. dollar — and what it expects now.Rising bond yields and expected Fed rate hikes have wrecked the bank’s forecast for the buckJamie ChisholmSep 25, 2026
The stock market could be due for a nasty selloff, judging by these two signalsA jump in bond-market anxiety coupled with a selloff in financial stocks may mean a serious shock to markets, according to Bank of America.Jamie ChisholmSep 25, 2026
Why one Warren Buffett–inspired fund manager is betting big on Chinese stocksLow valuations and founder management are attractive to RV Capital’s Rob Vinall.Jamie ChisholmSep 21, 2026
A sideways market and rising earnings are presenting a buying opportunity for this crucial sectorA reset for technology makes the sector more attractive relative to the market, says Truist.Jamie ChisholmSep 18, 2026
The ‘Magnificent Seven’ has its mojo back. It’s on track to reach new highs.Much of the megacap tech group is enjoying a rally, says one analyst.Jamie ChisholmSep 15, 2026
The four reasons stocks could embark on a ‘face-ripper rally’ as soon as this morningBull markets don’t peak when investors are so bearish, says Fundstrat’s Tom Lee.Jamie ChisholmSep 11, 2026
Just like for SpaceX, investors may look to ‘make room’ for AI lab IPOs. These stocks could pay the price.OpenAI and Anthropic’s listings may dovetail with a seasonal tax plan, further hurting some poor performersJamie ChisholmSep 7, 2026
