Stock market update

Goldman tells clients to buy US equity dips even as risk appetite hits highest since 2021

Goldman likes stocks for the year but is telling clients to hedge, not chase.

Eamonn Sheridan

US stocks erase losses as war optimism lists the market once again

Some worrying signs in AI-driven stocks beneath the surface

Adam Button

Energy woes as technology rebounds: today's market dynamics

Get the latest stock market news: Stock movers, top-performing sectors, and popular stock activity. Stay ahead with a quick and comprehensive market rundown.

Itai Levitan

US stock futures lower as Broadcom shares tumble

Broadcom down almost 15%

Adam Button

AI infrastructure spend on track to rival world's largest economies, Goldman says

If AI capex were a country, Goldman says it would be the world's fourth-largest economy by 2030.

Eamonn Sheridan

The AUS and the NZD were the weakest of the major currencies vs USD today

Tech giants falter while energy stocks energize the market

Get the latest stock market news: Stock movers, top-performing sectors, and popular stock activity. Stay ahead with a quick and comprehensive market rundown.

Itai Levitan

Tech sector struggles while financials and energy gain momentum

Get the latest stock market news: Stock movers, top-performing sectors, and popular stock activity. Stay ahead with a quick and comprehensive market rundown.

Itai Levitan

BofA contrarian sell signal nears trigger as S&P optimism hits highest since February 2025

Wall Street's optimism gauge is flashing the kind of reading that has tended to end badly.

Eamonn Sheridan

Mixed signals in tech and energy surge: A tale of two sectors

Get the latest stock market news: Stock movers, top-performing sectors, and popular stock activity. Stay ahead with a quick and comprehensive market rundown.

Itai Levitan

Berkshire Hathaway to buy Taylor Morrison in $8.5bn all-cash housing deal

Buffett's heir puts $8.5 billion on America's housing shortage, and takes Taylor Morrison off the board in the process.

Eamonn Sheridan

Jensen Huang, CEO of Nvidia. Buy the dip? But where?

US Commerce Department moves to block Nvidia and AMD chip flows to Chinese overseas units

Washington spent a year accidentally feeding China's AI ambitions, and just noticed.

Eamonn Sheridan

Tech sector surges while communication services face downturn

Get the latest stock market news: Stock movers, top-performing sectors, and popular stock activity. Stay ahead with a quick and comprehensive market rundown.

Itai Levitan

Tech sector rebounds as Oracle and Microsoft lead the charge

Get the latest stock market news: Stock movers, top-performing sectors, and popular stock activity. Stay ahead with a quick and comprehensive market rundown.

Itai Levitan

South Korea kospi Bank of Korea 28 May 2026

South Korea's Kospi kopping it, drops lower ahead of Bank of Korea decision

BoK statement due imminently

Eamonn Sheridan

Morgan Stanley S&P 500 target 8300 28 May 2026

Morgan Stanley sees S&P 500 hitting 8,300 but warns rally is narrow and risks are rising

Morgan Stanley likes the destination but has serious reservations about what is holding the vehicle together.

Eamonn Sheridan

S&P 500 Goldman Sachs 8000 target 28 May 2026

ICYMI - Goldman Sachs lifts S&P 500 target to 8,000 on AI-fuelled earnings surge

Goldman says don't sweat the war: earnings are doing the heavy lifting and AI is doing half of that.

Eamonn Sheridan

US stocks: BoA warns of summer stock rout as cash levels fall and bullish sentiment peaks

The market has talked itself into a good mood right at the moment the data says it should be nervous.

Eamonn Sheridan

Tech sector tumbles: Healthcare and consumer cyclicals lead the charge

Get the latest stock market news: Stock movers, top-performing sectors, and popular stock activity. Stay ahead with a quick and comprehensive market rundown.

Itai Levitan

Chip stocks surge: A broad rally in semiconductors boosts tech sector

Get the latest stock market news: Stock movers, top-performing sectors, and popular stock activity. Stay ahead with a quick and comprehensive market rundown.

Itai Levitan

Technology stocks rally while consumer giants falter: Navigating today's market dynamics

Get the latest stock market news: Stock movers, top-performing sectors, and popular stock activity. Stay ahead with a quick and comprehensive market rundown.

Itai Levitan

More analysts are turning bullish on US stocks after earnings season

The AI trade resilience and better earnings performance drives higher forecasts in Wall Street

Justin Low

US markets face shortened Friday and full Monday closure for Memorial Day

Wall Street takes the long weekend, but the geopolitical tape keeps running.

Eamonn Sheridan

Mixed signals: Technology and retail sectors take a hit, healthcare steadies

Get the latest stock market news: Stock movers, top-performing sectors, and popular stock activity. Stay ahead with a quick and comprehensive market rundown.

Itai Levitan

KOSPI sidecar triggered as futures surge 5% on Wall Street rally and Samsung wage deal

A Wall Street tailwind and a Samsung strike dodged in the nick of time sent Korean markets into circuit-breaker territory — the positive kind.

Eamonn Sheridan

Tech sector rebounds as semiconductor stocks surge, financials show strength

Get the latest stock market news: Stock movers, top-performing sectors, and popular stock activity. Stay ahead with a quick and comprehensive market rundown.

Itai Levitan