“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

“Citigroup could be officially shedding its laggard reputation”

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

Citi profit beats estimates as dealmaking rebounds

“The stock is coming off a great year where the bar for perfection is set pretty high”

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

JPMorgan profit beats estimates on trading boom, shares hit by weaker investment banking

“Since it is early in the year, the FOMC is likely going to be cautious on any interest rate move”

by Marketing | Jan 9, 2026 | Market Notes, Media Notes

‘Softer But Not Weak’: These Investors Think Today’s Jobs Print Is Just Right

“The average American needs to show resiliency against persistent inflation”

by Marketing | Jan 6, 2026 | Market Notes, Media Notes

Market ‘Wants Answers’ in Consumer Strength, Labor’s ‘Slow Degradation