“Excitement around the AI trade extends beyond big tech”

by Marketing | Jan 21, 2026 | Market Notes, Media Notes

Big Tech stocks are quickly falling out of favor. Here’s the market’s new momentum trade

“The entire banking industry is coming off a great year of execution”

by Marketing | Jan 17, 2026 | Market Notes, Media Notes

Dow Adds 292 Points as Goldman, Nvidia Soar: Stock Market Today

“In a period of time where there’s a ton of policy volatility, it tends to heighten investor skepticism that could cause more knee-jerk, impromptu trading”

by Marketing | Jan 16, 2026 | Market Notes, Media Notes

Wall Street bankers shift focus to busy 2026 after cashing in on big deals

“I characterize the negative sentiment as part of a pair trade where investors are rotating money out of software stocks to put into the more popular semiconductor space”

by Marketing | Jan 14, 2026 | Market Notes, Media Notes

Salesforce and Adobe see their stocks slide as AI fears intensify

“Investor sentiment follows price, and the pricing narrative in this space has definitely become more optimistic in the second half of 2025 relative to the first half”

by Marketing | Jan 14, 2026 | Market Notes, Media Notes

US biotech sector poised for 2026 rebound as IPO interest revives