The stock market rally has been all about mega-caps, but small caps are quietly starting to show up.
Intel posted another strong quarter on AI demand, but fears over its ability to scale, competition and broader chip industry threats are testing the stock's upside prospects.
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Oil, the dollar, gold and equities are approaching key levels as rates and geopolitics shape the next cross-asset move.
The SPX500 remains bullish on strong earnings and positive momentum, but inflation, yields and oil now hold the key to whether the rally can extend.
The GER30’s global giants are powering it to record highs, but stretched momentum suggests the bulls may need a breather.
The tech-heavy index is on track for new records fuelled by the AI boom, but a negative market reaction to the latest AI earnings weighs today.
The SPX500 is closing in on record highs, powered by strong earnings and oil-price relief, but rising yields and inflation risks still threaten the breakout.
Oil surges, USDOLLAR breaks higher, gold hesitates and SPX500 rotates as the Fed takes centre stage.
With support cracking and valuations stretched, the SPX500 now faces a decisive test from the Fed, inflation data and Big Tech earnings.
JPN225 offers investors far more reward for taking equity risk than SPX500, but that advantage comes with heavy exposure to technology, semiconductors and AI.
Apple is betting on new leadership and a major product refresh to revive innovation, regain AI momentum and rekindle excitement around its ecosystem.
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