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Goldman says big investors are split on AI, but are showing historic bullishness for this stock sector 0
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- August 25, 2026
Investors are split on the AI trade, but they’ve converging on one sector of the stock market in particular in recent months: financials. Hedge funds and mutual funds have both poured money into the sector, even as their investing moves diverge when it comes to high-flying areas like AI. In fact, both groups’ buying of
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The 2 events that will define markets this week 0
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- August 24, 2026
Two major events are likely to drive financial markets this week: Nvidia’s second-quarter earnings report and the Fed’s annual Jackson Hole Economic Symposium. Before diving into each of those, let’s take a step back and look at the bigger picture. Perhaps the biggest development in markets over the last week has been the surge in
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A global bond sell-off is ruining the stock market’s Goldilocks moment 0
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- August 18, 2026
The word “Goldilocks” is meme-ing out in US markets right now. It’s a reference to how recent economic data has been neither too cold nor too hot. The labor market and consumer spending have been cooling lately, while inflation has remained relatively mild. For the purposes of keeping interest rates on hold, the recent figures
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Why a veteran fund manager sees more trouble ahead for SpaceX as its post-IPO roller coaster continues 0
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- August 16, 2026
SpaceX stock has stumbled out of the gate since its IPO in June, but one veteran fund manager thinks there’s more trouble ahead for Elon Musk’s rocket company. George Noble, formerly the manager of Fidelity Overseas Fund, was bearish on the stock as it headed for its IPO, and his tune hasn’t changed since the
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SpaceX stock could falter again as early investors cash out to buy boats, houses, and planes, a research analyst says 0
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- August 14, 2026
SpaceX’s stock could come under pressure again as more early investors gain the freedom to cash in their stakes, said research analyst and “Prof G Markets” podcast co-host Ed Elson. Elson discussed the risks surrounding SpaceX’s mega IPO in June during an episode of Kara Swisher’s “On” podcast, released on Thursday. He said that although
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SpaceX reclaims its IPO price as jitters about insider selling dissipate 0
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- August 10, 2026
SpaceX stock rose on Monday to reclaim an important milestone: its $135 IPO price. The stock jumped back above that threshold on Monday, rising to close 4% higher at $138.74 after struggling to mount a decisive gain early in the session. Shares are up more than 25% in August, and a 15% rally on Friday
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