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AI-driven fears sparked a sharp selloff in software stocks, but improving earnings and more balanced sentiment suggest the sector may be stabilising as investors reassess its role in the AI era.
Meta’s increased AI spending sparked a negative market reaction as its cloudless model inhibits monetization, but the results were actually really strong, benefiting from AI-driven advertising growth.
The index powers ahead as the AI tailwind persists after AMD's earnings, while hopes for a US-Iran deal rise after President Trump touted progress on negotiations.
The S&P 500 Index remains supported by strong earnings and AI-driven spending, but with market gains still concentrated and breadth narrow, any cracks in the AI narrative or mega-cap leadership could quickly test the rally.
A resilient U.S. economy and stubborn inflation are forcing markets to rethink rate cuts, keeping bond yields elevated while making equity leadership increasingly selective.
President Trump said he will raise tariffs on EU auto imports to 25%, exacerbating a tough external environment already strained by the Middle East conflict and mounting competition from Chinese rivals.
Alphabet's blowout earnings show its massive AI investments are paying off, driving financial growth and cloud demand, but challenges still loom.
With the SPX500 overbought after a Big Tech-driven rally, earnings may drive a near-term reset, while elevated oil and largely priced-in geopolitical risks leave results as the key catalyst for the next move.
SPX500 is riding fresh AI euphoria following Intel’s results, but the its next leg depends on this week’s Big Tech earnings - set against a daunting macroeconomic backdrop.
Intel delivered strong earnings and guidance thanks to AI demand and strategic partnerships, showing turnaround momentum, but pitfalls still loom.
Meta, Alphabet, Amazon, Microsoft and Apple report amid newly found AI optimism, but risks from uncertain macros and the economic fallout from the Middle East conflict loom.
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