“Ultimately AI remains the main driving force in the markets and it still has a lot more legs moving forward”

by Marketing | Jun 24, 2026 | Market Notes, Media Notes

The consensus view of fading the AI trade will be ‘woefully wrong’: Portfolio manager

“There’s a distinguishing aspect in this market between those who are receiving the checks, like memory and DRAM names, and those who are writing the checks”

by Marketing | Jun 22, 2026 | Market Notes, Media Notes

S&P 500, Nasdaq fall as megacap tech drags; Iran developments watched

“Warsh will likely spend most of this week’s press conference trying to clearly communicate what the market is pricing in”

by Marketing | Jun 15, 2026 | Market Notes, Media Notes

Wall Street Is Preparing for Kevin Warsh’s First FOMC Meeting as Head of the Fed.

“It seems like there’s a lot of folks tapping the market and they’re probably not tapping the market because they think their stock is cheap”

by Marketing | Jun 15, 2026 | Market Notes, Media Notes

SpaceX and OpenAI Are Ending Wall Street’s Era of Stock Scarcity

“The biggest thing I see in the bond market…is the lack of ability of bonds to really serve a big purpose in client portfolios other than short-term liquidity needs”

by Marketing | Jun 12, 2026 | Market Notes, Media Notes

Stocks and Bonds Are Moving Together. That’s Bad News for Your Portfolio.

“The tech rally still has room to run despite recent dips”

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

Wagner: Dip Buying Opportunities in NVDA, MSFT, AMZN as Big Tech Pulls Back