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White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter. In the tough and volatile first quarter, White Falcon delivered a net return of -6.1%, vs. the S&P 500 TR’s (CAD) -3.1%, MSCI AC TR’s (CAD) -0.6%, and the S&P TSX TR’s 4.0% returns. A copy of the letter is available […]
US stocks are tipped to open modestly positively on Thursday as markets await a response from Tehran to Washington's proposed peace plan. Dow Jones futures were up 0.1% while S&P 500 and Nasdaq 100 futures hovered just above flat, paring earlier pre-market gains. The muted tone follows...
Investment management company Saga Partners recently released its Q1 2026 investor letter. A copy of the letter is available to download here. The portfolio declined 23.0% net of fees in Q1 2026 compared to a 4.3% decline in the S&P 500 Index, including dividends. The Saga Portfolio has returned 298.7% net of fees since its […]
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond […]
Whirlpool reported a first-quarter per share loss of 56 cents from sales of $3.3 billion. Wall Street was looking for earnings per share of 38 cents from sales of $3.4 billion.
Tech stocks came roaring back in April, bolstered by strong earnings and a fresh wave of enthusiasm for AI-linked shares. But there's something else under the surface that has also helped the rally along, according to JPMorgan Chase: Share buybacks.
The old market mantra of “sell in May and go away” looks increasingly irrelevant in the Trump era. Analysis from IG shows the S&P 500 has delivered average gains of 9.5% between May and October during Donald Trump’s presidency. That compares with just 1.3% in non-Trump years over the...
The Morning Bull - US Market Morning Update Thursday, May, 7 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors balance cooler bond markets, cheaper oil, and fresh US jobs data. The US 10 year Treasury yield is holding near 4.35%, which means borrowing costs for mortgages and companies remain relatively elevated but are not climbing further for now. Hopes of a US Iran peace deal are pulling oil prices lower and easing some...
The S&P 500 is not just beating earnings expectations. It's blowing them up.
State Street’s 2026 Global ETF Outlook calls for $2.1 trillion of US ETF inflows this year, with the lion’s share flowing into three core funds: Vanguard S&P 500 ETF (NYSEARCA:VOO), iShares Core S&P 500 ETF (NYSEARCA:IVV), and Vanguard Total Stock Market ETF (NYSEARCA:VTI). Each charges 3 basis points, each defaults into model portfolios, and each ... If the 10-Year Treasury Crosses 4.6%, Here’s What Happens to VOO and IVV
U. S. equity futures moved modestly higher on Thursday as markets continued to react positively to signs that negotiations aimed at ending the conflict between the United States and Iran may be gaining momentum.
The lead of one of the most profitable hedge funds on Wall Street leveled with investors about rising prices.
Big tech companies continue to pour billions of dollars into AI.
The prices of Bitcoin and other digital assets were sliding on Thursday, even as stocks looked set to extend their record-breaking rally on hopes that the U.S. and Iran could agree a peace deal soon. Bitcoin was down 0.6% over the past 24 hours to $81,453. The world’s largest cryptocurrency is down 7% for the year and is trading 55% below the record high it hit in October.
Investors seem to be overlooking serious threats to the U.S. economy related to the Iran war and tariffs.
Stocks were on track to rise again Thursday, as the twin catalysts of artificial intelligence earnings and a potential peace deal between the U.S. and Iran continued to lift the market. S&P 500 futures added 0.1% and contracts tied to the tech-heavy Nasdaq 100 were 0.2% higher. The S&P and the Nasdaq both closed at record highs the previous session, while the Dow exited correction territory.
(Updates with response from the White House in the seventh paragraph.) The US and Iran are close
The US stock market isn’t the only market that’s rebounded to record highs.
Stocks with hefty dividend yields have gotten harder and harder to find as more companies use buybacks to distribute extra cash. Fund investors might want to follow their lead. While the is having another strong year, up 7.6% so far in 2026, dividends haven’t been a huge part of the picture.
Emerging market stocks are hitting new highs, driven by Asian AI firms and Latin American commodity exporters.
New Berkshire CEO Greg Abel has called Coke one of its “core four” investments, along with Apple, Moody’s, and American Express. It’s beating the S&P 500 this year.
A look at the day ahead in European and global markets from Ankur Banerjee Japan's Nikkei returned from holiday and jumped onto the scorching AI rally, joining South Korea and Taiwan equities at
Japan's Nikkei 225 tops 62,000 first time as major tech, materials stocks post double-digit gains in broad rally.
There is a quiet confidence in Morgan Stanley's latest note on Applied Materials. Not the loud kind that makes bold promises. The measured kind that says, "We have seen this before, and we think we know how it ends." The bank raised its price target on Applied Materials (AMAT) to $454 from $432, ...
The AI rally that’s driven the S&P 500 and Nasdaq to all-time highs has felt like it was hitting a crescedo for three years straight. But as hyperscalers push their own capital expenditure commitments higher and higher (Meta just raised their 2026 capex estimates to $145), and new entrants like Elon Musks’s SpaceX are expected to ... 2 Top AI Stocks To Put On Your Shortlist