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from24/7 Wall St.
3 days ago

Big Tech Stocks Don't Trade on Fundamentals Anymore (AMZN, GOOG, META, MSFT)

Among the major changes that 24/7 host Doug McIntyre has noticed since the AI boom is that companies like Meta, Microsoft, Amazon, and Oracle no longer trade based on the fundamentals of their traditional businesses but instead on their performance in artificial intelligence. He explains that, in the past, investors evaluated these companies by their core divisions - such as Amazon's e-commerce and cloud services or Meta's user engagement and ad revenue - but now AI success dictates their market value.
Artificial intelligence
US politics
fromFortune
6 days ago

America's economy is on a 'sugar high' warns Ken Griffin, and investors retreating to gold is one sign of a comedown | Fortune

U.S. fiscal and monetary stimulus is artificially propping up equity markets, masking inflation and dollar weakness while prompting investor hedging into gold.
Business
fromBusiness Insider
1 week ago

Here's the chatter from hedge fund conferences run by Goldman Sachs, Morgan Stanley, Citi, and Kepler

Hedge-fund conferences in September revealed widespread allocator anxiety about market complacency and a potential pullback despite continuing US equity gains.
Apple
fromBusiness Insider
1 month ago

Apple's new ultra-thin iPhone has some people excited, but Wall Street doesn't seem convinced

Apple introduced the slim 5.6mm iPhone Air that trades some camera, chip, and battery performance for compactness while emphasizing power efficiency and durability at $999.
fromFortune
1 month ago

Deutsche Bank on 'the summer AI turned ugly': 'more sober' than the dotcom bubble, with som troubling data-center math

The AI news cycle of the summer captured themes including the challenge of starting a career, the importance of technology in the China/U.S. trade war, and mounting anxiety about the impact of the technology. But in terms of finance and investing, Deutsche Bank sees markets "on edge" and hoping for a soft landing amid bubble fears. In part, it blames tech CEOs for egging on the market with overpromises, leading to inflated hopes and dreams, many spurred on by tech leaders' overpromises.
Artificial intelligence
US politics
fromFortune
1 month ago

The price of gold could hit $5,000 if Trump keeps meddling with the Fed, Goldman Sachs says

Damage to Federal Reserve independence could trigger investor flight from bonds, stocks, and the dollar, potentially driving gold to $5,000 per troy ounce.
E-Commerce
from24/7 Wall St.
1 month ago

Is ULTY's Ultra-High Dividend Worth Going All Leeroy Jenkins With Risk?

YieldMax Ultra Option Income Strategy ETF offers yields exceeding 50%, attracting income-seeking investors despite high risks and volatility.
E-Commerce
from24/7 Wall St.
1 month ago

S&P 500 ETFs Face Off: Why RSP Could Outshine SPY in a Risky Market

The S&P 500 surged 27% in 2024, largely driven by AI-focused stocks, while a concentration of the top 10 stocks raises risk concerns.
US politics
fromFortune
3 months ago

Jamie Dimon says Trump was 'right to chicken out' on tariffs, but that markets are getting too complacent

Investors may underestimate risks tied to Trump's tariff behavior, leading to market complacency.
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