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The ‘AI Train’ Moves Ahead
The Wall Street Journal82d agoneutral
The ‘AI Train’ Moves Ahead

The S&P 500 just posted one of its best two-month runs ever. That often means more good times ahead. Chip stocks powered the S&P up 16% across April and May, a two-month surge matched only four other times since 1950, according to Dow Jones Market Data.

Short Report: Tempus AI short interest at record high
TipRanks82d agobullish
Short Report: Tempus AI short interest at record high

Welcome to this week’s installment of “The Short Interest Report” – The Fly’s weekly recap of short interest trends among some of the most widely followed high-short-float stocks. Using the data from our partner Ortex.com, which utilizes the latest information from stock lenders to estimate short interest changes for thousands of publicly traded companies, this report will screen for some of biggest changes in short interest as a percentage of free float and days-to-cover ratios while also consi

BofA doubles down on cautious S&P 500 view for rest of 2026
TheStreet82d agoneutral
BofA doubles down on cautious S&P 500 view for rest of 2026

There's a difference between owning the market and owning the companies inside it, and most savers never notice the gap until it costs them money. For more than a year, the gap hasn't mattered. The S&P 500 has climbed in a nearly straight line, printing record after record, and the laziest ...

Stock Futures Drift Lower as Iran War Enters Fourth Month
Barrons.com82d agoneutral
Stock Futures Drift Lower as Iran War Enters Fourth Month

Stock futures were drifting lower on Sunday with no progress on the Iran war as it enters its fourth month on Monday. President Donald Trump told Fox News in an interview that aired Saturday that the U.S. was “close to a very good deal,” but suggested a potential return to fighting as an alternative. Brent crude futures edged higher, up 1.7% to around $92.54 a barrel, while WTI futures rose 1.8% to $88.90 a barrel.

JPMorgan doubles down on stock market message for 2026
TheStreet82d agoneutral
JPMorgan doubles down on stock market message for 2026

The S&P 500 is near record highs. Micron just became a $1 trillion company in 48 trading days. Credit spreads are historically tight. Jamie Dimon has seen this before. The JPMorgan Chase CEO has spent the better part of 2026 watching markets climb through the same risks he has been flagging for ...

The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names
24/7 Wall St.82d agoneutral
The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names

A $10,000 position in Invesco Semiconductors ETF (NASDAQ:PSI) on the last trading day of 2025 was worth ~$20,496 by the close on May 26, 2026, and that is the kind of arithmetic that ruins dinner parties. Your brother-in-law at Goldman is up 10.07% in the S&P 500. Your friend who only buys the Nasdaq 100 ... The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names