Investment Management

Fast Money: New All-Time Highs Key Takeaways Last Week Top Moves U.S. stocks rallied to records. The S&P 500 gained 3.6%, Nasdaq 5.2%, Dow 3.0%, and Russell 2000 3.5%. Technology led, but the advance was broader than purely mega cap rally. Year to date, the Russell 2000 remains the leader…

Situationally UnAware: Microsoft Wins, Memory Cracks Key Takeaways Last Week U.S. equities finished higher after a volatile week dominated by Federal Reserve policy, second-quarter GDP, inflation, and sharply divergent mega-cap earnings. The S&P 500 gained approximately +1.0%, the Dow rose +1.0%, the Nasdaq advanced +1.6%, and the Russell 2000 was…

The Big Churn Key Takeaways Last Week U.S. equities fell for a second straight week, with the pressure concentrated in growth/AI leadership. The S&P 500 lost -0.6%, the Dow fell -0.4%, the Nasdaq dropped -2.1%, and the Russell 2000 declined -1.1%. Year to date, the Russell 2000 remains the strongest…

Geopolitics Return Key Takeaways Last Week U.S. stocks declined as renewed concerns about AI spending and escalating U.S.–Iran fighting outweighed cooler inflation and strong bank earnings. The S&P 500 fell -1.6%, the Nasdaq declined -2.9%, the Dow lost -0.9%, and the Russell 2000 fell -0.5%. Year to date, the Russell…

Summer Rallies Start Here? AI Rebounds, Dow Pauses, Geopolitics Return Key Takeaways Last Week U.S. stocks rose on AI enthusiasm lifting the S&P 500 and Nasdaq, while the Dow and small caps lagged. The S&P 500 gained +1.2%, the Nasdaq rose +1.7%, the Dow fell -0.5%, and the Russell 2000…

Dow Record, Software Strength, Chip Stress Key Takeaways Last Week U.S. stocks rose in a holiday-shortened week, with markets closed Friday for Independence Day observance. The Dow gained  +2.0%, the S&P 500 rose +1.8%, and the Nasdaq gained +2.1%. Healthcare, software, transportation, and financials showed strength, while AI and semiconductor…

Rotation Nation Key Takeaways Last Week U.S. stocks were mixed as AI and semiconductor weakness weighed on the S&P 500 and Nasdaq, while the Dow and Russell 2000 held up better. The S&P 500 fell -2.0%, Nasdaq fell -4.6%, Dow gained +0.6%, and Russell 2000 gained +1.0%. YTD, the S&P500…

Mo-mentum Key Takeaways Last Week U.S. stocks rose in a holiday-shortened week. The S&P 500 gained about +0.9%, the Dow +0.7%, Nasdaq +2.4%, and Russell 2000 +1.3%–2.1%, depending on source timing. Year to date, Nasdaq is up +14.1%, S&P 500 +9.6%, Dow +7.3%, and Russell 2000 +20.1%. Markets rallied after…

Peak Inflation? Key Takeaways Last Week U.S. stocks rebounded after the prior week’s technology-led selloff as easing oil prices, improving geopolitical headlines, and stronger market breadth supported risk appetite. The S&P 500 gained +0.65%, the Dow rose +0.7%, the Nasdaq gained +0.7%, and the Russell 2000 surged +3.9%, reaching a…

Streak Ends Key Takeaways Last Week U.S. equities snapped their streak: the S&P 500 fell –2.6% for the week, its first losing week in 10; the Nasdaq dropped –4.7%, the Russell 2000 –2.9%, and the Dow only –0.3%. Friday did most of the damage after a sharp tech selloff on…

The Beat’s Go On-DELL 9-Week Streak, Dow Record, Growth Accelerates Key Takeaways Last Week As of Friday, May 29 closes, stocks hit records, AI-linked earnings did a lot of the lifting, oil fell sharply on U.S.-Iran truce hopes, and interest rates eased late in the week. U.S. stocks rose for…

Eight-Week Streak, Dow Record, Inflation Rates Cool Key Takeaways Last Week U.S. stocks rose for an eighth straight winning week. The S&P 500 gained +0.9%, the Dow gained +2.1%, the Nasdaq gained +0.5%, and the Russell 2000 gained +2.7%. Year to date, the S&P 500 is up +9.2%, Dow +5.2%,…