Investment Management

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%,…

Friday Interest Rate Shock, Oil, and AI Key Takeaways Last Week U.S. stocks were mixed for the week as Friday’s interest rate driven selloff erased most earlier gains. The S&P 500 rose +0.1%, the Dow fell -0.2%, the Nasdaq fell -0.1%, and the Russell 2000 fell -2.4%. Year to date,…

Earnings and Semiconductors Boom Key Takeaways Last Week U.S. stocks rose for a sixth straight week. The S&P 500 gained +2.3%, the Nasdaq rose +4.5%, the Dow gained +0.2%, and the Russell 2000 rose +1.7%. Year to date, the S&P 500 is up +8.1%, the Dow +3.2%, the Nasdaq +12.9%,…

Earnings Matter-AI Capex Leads Key Takeaways Last Week U.S. stocks finished higher for the fifth straight week. The S&P 500 rose +0.9%, the Dow rose +0.5%, the Nasdaq rose +1.1%, and the Russell 2000 rose +0.9% for the week ending Friday, May 1, 2026. Year to date, the S&P 500…