Investors are allocated to Big Tech at the highest level since 2020.
The AI rally has lifted techโs portfolio share to 37%.
๐ข 45% expect an AI bubble in 2027
๐ข Chipmaker stocks are the most popular... ืงืจื ืขืื โ
Trade Watcher
@stockbot๐We track everything that moves the markets: fast news, clear context, real narratives. ๐ฉ Reach out: @strategy
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ืคืชื ืืืืืจื โก๏ธ JUST IN: October rate hike expectations surge to 43% after US CPI hits its third-highest level since September 2023.
October rate hike expectations are up 25 percentage points today. Another highly... ืงืจื ืขืื โ
October rate hike expectations are up 25 percentage points today. Another highly... ืงืจื ืขืื โ
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โก๏ธ JUST IN: Bank of America stock, $BAC, falls over -8% after the bank was fined $1.2 billion over money laundering violations and US CPI inflation pushes rate hike expectations higher.
The stock has... ืงืจื ืขืื โ
The stock has... ืงืจื ืขืื โ
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โก๏ธ JUST IN: September CPI inflation rises to 3.7%, above expectations of 3.6%.
Core CPI inflation rises to 2.6%, above expectations of 2.5%. This officially marks the third highest US inflation... ืงืจื ืขืื โ
Core CPI inflation rises to 2.6%, above expectations of 2.5%. This officially marks the third highest US inflation... ืงืจื ืขืื โ
๐ธ Global Rate Hike Cycle
15 of 33 major central banks (45%) raised interest rates over the past six months, the largest share since 2023. The figure is nearing ~55%, recorded in 2018 and 2011.
By... ืงืจื ืขืื โ
15 of 33 major central banks (45%) raised interest rates over the past six months, the largest share since 2023. The figure is nearing ~55%, recorded in 2018 and 2011.
By... ืงืจื ืขืื โ
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โก๏ธ JUST IN: Mark Zuckerberg says Meta, $META, has caught up at the โfrontier of AIโ and rejects calls to slow development.
Per FT, Zuckerberg reportedly โshrugged offโ fears that AI will soon surpass... ืงืจื ืขืื โ
Per FT, Zuckerberg reportedly โshrugged offโ fears that AI will soon surpass... ืงืจื ืขืื โ
The โofficialโ earnings season starts in the US this week, traditionally led by the largest banks.
FactSet expects oil and big tech to again lead earnings and revenue growth, with the season peaking... ืงืจื ืขืื โ
FactSet expects oil and big tech to again lead earnings and revenue growth, with the season peaking... ืงืจื ืขืื โ
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Call options trading volume on US 20-year Treasury ETFs surged over several days, setting an all-time record.
Last week, US government bonds showed their first hint of a rebound after a month-long... ืงืจื ืขืื โ
Last week, US government bonds showed their first hint of a rebound after a month-long... ืงืจื ืขืื โ
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